Research Feed
PUMP expanding gas turbine fleet into tightening completions supply
ProPetro (PUMP) filed 8-K on Feb 10 adding $53.55M equipment facility with Caterpillar for gas turbine generator sets. Total facility now $157M. 85% LTV vendor financing, commitment deadline Nov 30, 2026. In isolation, this is routine fleet expansion. ProPetro is executing the known strategy of tran
U-Haul: Cyclical Trough with Insider Accumulation Signal
Q3 FY2026 earnings (quarter ended Dec 31, 2025): Net loss of $37.0M vs. profit of $67.2M same quarter last year. EPS ($0.18) vs. $0.35. That's a $104M swing. Chairman Joe Shoen's exact words in the 8-K: "We continue to undermine earnings with fleet depreciation and poor resale results. I expect that