Cash is king, and they’re handing it out
The latest preliminary results read like a company that got a little swagger in its step: $130 million in buybacks, $14 million in dividends, and now an even bigger 2026 repurchase plan. That’s a lot of shareholder-friendly seasoning on top of the main course.
The growth story is still doing the talking
Management also said it expects revenue to grow at least 4% in 2026. That may not sound like a fireworks display, but in the corporate world it’s the equivalent of saying, “We’re not just squeezing out cash — we’re still building the business.”
They also repeated medium-term guidance for at least $1 billion in EBITDA, which is a pretty loud statement for a company that’s clearly trying to look both mature and ambitious at the same time. Think: dividend-paying adult in the room, but still wearing sneakers.
Why investors should care
A bigger buyback program can help support the stock, especially when management is signaling confidence in future cash generation. Add in the dividend increase and the steady revenue outlook, and you’ve got a setup that’s less about dramatic transformation and more about reliable compounding.
Big picture: if the numbers hold up, this is the kind of update that tells investors the company wants to be seen as a cash-return machine with growth still attached — not a sleepy yield play in disguise.