Summary

• MonotaRO's enterprise business grew more than 20% through newly connected corporations, expanding to approximately one-third of sales and highlighting its increasing importance within the business.
• Qualcomm guided to lower near-term results due to memory-related supply constraints, despite delivering record revenues during the period.
• Qualcomm continues to execute on its long-term strategy of evolving from a handset-centric company into a broader connected computing platform.
• TotalEnergies continues to deliver accretive growth, with new projects generating higher cash flow per barrel than its legacy portfolio, supporting both production growth and improving profitability.
• Otsuka Holdings recently announced an agreement to acquire Transcend Therapeutics, which strengthens its position in psychiatric and neurological disorders, including adding a late-stage candidate targeting PTSD.

The following segment was excerpted from the Aristotle Global Equity Advisory Q1 2026 Commentary.

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