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Caterpillar reported FY2025 revenue of $67.6 billion, FY2025 operating income of $11.2 billion and Q1 2026 revenue of $17.4 billion. The thesis is dealer-network strength, margin durability and cash generation through an industrial cycle.
American Integrity is a newly public but seasoned Florida residential property insurer. The latest filings show 437,308 policies in force, $974.8 million of in-force premium, a 75.0% Q1 combined ratio and a reduced non-catastrophe quota share that lets AII kee
First Majestic is producing real cash in a high silver and gold price tape. The decision point is whether costs, Mexico tax risk, resource conversion and Jerritt Canyon restart spending leave enough of that cash for shareholders.
Anfield Energy's updated PEA makes the Shootaring mill restart look explosive, but AEC is still a no-revenue uranium developer that has to clear permits, capital, reserves, construction, and first production.
Arch is not hard to like after an 81.7% combined ratio, $1.0 billion of Q1 net income, and $783 million of buybacks. The harder question is whether reserves, catastrophe losses, mortgage credit, and reinsurance pricing stay friendly enough for that capital mac