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Finance & Markets

Business First: 3 Key Takeaways for Long-Term Investors

Expanding margins and loan growth are fueling profitability, but deposit competition and credit quality remain the tests ahead.

Business First reported a core net income of $26.0 million for the third quarter of 2026, marking a significant improvement in profitability. This was driven by advances in core profitability and expanding loan margins, as well as reduced reliance on high-cost wholesale funding. Three key takeaways from the earnings call shed light on the company's long-term outlook.

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Central Bancompany: 3 Key Takeaways for Long-Term Investors

Repricing power and $2 billion in excess capital position the bank to grow earnings without sacrificing M&A optionality.

  • Central Bancompany reported $116.2 million net income in Q3 2026.
  • CEO John T. Ross focused on low-cost checking accounts.
  • Bank holds $2 billion in excess capital with $100M share repurchase authorization.

U.S. Refineries Make Dramatic Shift Away From Gasoline

U.S. refineries are producing a smaller share of gasoline from every barrel of crude oil they process and shifting production efforts toward diesel and jet fuel as soaring margins on those products…

  • U.S. refineries producing less gasoline from each barrel of crude oil.
  • Diesel and jet fuel becoming more profitable due to global fuel shortages.
  • Diesel prices hit record highs, prompting refineries to prioritize middle distillates.

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