Digital Turbine, Inc.

APPS Q3 2026

Reported: 2026-02-05

Digital Turbine reported robust fiscal Q3 2026 results, with revenue of $151.4 million reflecting a 12% year-over-year increase and a notable EBITDA of $39 million, up 76% from the previous year.

Key takeaways

Strong performance from both On Device Solutions and App Growth Platform, with the former generating nearly $100 million in revenue, up 9% sequentially.
EBITDA margins improved to 26%, driven by increased gross profit and reduced operating expenses.
International markets fueled over 60% year-over-year revenue growth in the On Device Solutions segment.
The balance sheet strengthened significantly, with a reduced debt leverage ratio of approximately three turns, down from over five a year ago.
Strategic priorities include leveraging first-party data, scaling the brand business, and expanding the services offered through the IGNITE platform.

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Arm Holdings plc

ARM Q3 2026

Reported: 2026-02-05

Arm Holdings delivered a record third quarter for fiscal year 2026, with revenue growth of 26% to $1.24 billion, driven by strong performance across its AI and data center segments.

Key takeaways

Royalties reached a record $737 million, a 27% increase year-on-year, fueled by substantial gains in the data center segment.
License revenue rose 25% to $505 million, indicating robust demand for next-generation technologies.
Arm's data center royalty revenue has more than doubled year-on-year, with expectations of becoming the company's largest segment in the near future.
Continued investment in R&D highlights the company’s focus on innovation across Edge AI, Physical AI, and Cloud AI business units.
The compute subsystem (CSS), now with 21 licenses across 12 companies, is significantly enhancing market entry speed and driving up the value per chip.

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Boot Barn Holdings, Inc.

BOOT Q3 2026

Reported: 2026-02-05

Boot Barn Holdings, Inc. reported a strong third quarter for fiscal 2026, with revenue up 16% year-over-year to $706 million and earnings per share of $2.79, reflecting robust performance across merchandise categories.

Key takeaways

Consolidated same-store sales grew by 5.7%, despite an estimated $5 million revenue reduction from winter storm closures.
Record 25 new store openings in Q3 and plans for 15 additional stores in Q4, positioning the company towards its goal of 1,200 stores in the U.S.
Online sales surged by 19.6%, driven by the successful launch of exclusive brand websites for Cody James and Hawx.
Merchandise margin expanded by 110 basis points, aided by supply chain efficiencies and a strong focus on exclusive brands, which saw a 240 basis point increase.
The company is adjusting exclusive brand pricing to enhance margins while maintaining competitive positioning.

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Cardinal Health, Inc.

CAH Q2 2026

Reported: 2026-02-05

Cardinal Health delivered a robust second quarter in fiscal 2026, showcasing exceptional double-digit earnings growth across all segments, propelled by strong operational execution and increasing demand in specialty solutions.

Key takeaways

Revenue surged 19% to $66 billion, primarily driven by the pharmaceutical and specialty solutions segment.
Non-GAAP diluted EPS increased 36% year-over-year to $2.63, with an updated EPS guidance raised to $10.15 to $10.35 for the fiscal year.
Acquisition of Solaris Health enhances the company's specialty platform, underlining a strategic focus on high-growth, higher-margin areas.
Operating earnings rose 38% to $877 million, reflecting disciplined expense management alongside robust revenue growth.
The company repurchased $375 million in shares, achieving its full-year target of $750 million in buybacks.

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Coherent, Inc.

COHR Q2 2026

Reported: 2026-02-05

Coherent reported a robust fiscal Q2 2026 with a 22% year-over-year revenue increase, driven by exceptional demand for photonic technology in data centers and communications sectors, alongside significant improvements in profit margins.

Key takeaways

Revenue rose 9% sequentially and 22% year-over-year, excluding divested segments.
Non-GAAP EPS grew 11% sequentially and 35% year-over-year, reflecting effective cost management and operational leverage.
Data center revenue surged 14% sequentially and 36% year-over-year, propelled by innovative 800 gig and 1.6 T transceivers.
Record bookings in the data center segment resulted in a book-to-bill ratio exceeding 4x, indicating strong future demand visibility.
Expansion of indium phosphide production is on track to double by Q4, enhancing operational capabilities and cost efficiencies.

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Cirrus Logic, Inc.

CRUS Q3 2026

Reported: 2026-02-05

Cirrus Logic reported a strong performance in Q3 FY2026, with revenues of $580.6 million exceeding guidance, reflecting robust demand for smartphone components and record EPS.

Key takeaways

Revenue of $580.6 million surpassed the top end of guidance due to higher-than-expected smartphone demand.
Record GAAP and non-GAAP earnings per share achieved during the quarter.
Continued investment in R&D to enhance mixed-signal solutions, particularly in camera and battery applications.
Successful entry into mainstream PC markets with new amplifier and codec products, alongside promising developments for AI-enabled PCs.
Growth opportunities identified in automotive haptic technology and prosumer audio products, expanding market reach.

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Digi International Inc.

DGII Q1 2026

Reported: 2026-02-05

Digi International Inc. reported a robust first quarter of fiscal 2026, achieving record revenues of $122 million, marking an 18% increase year over year, while successfully integrating the acquisition of Particle, contributing to strong annualized recurring revenue (ARR) growth.

Key takeaways

Quarterly revenues reached $122 million, up 18% year-over-year, with annualized recurring revenue growing 31% to $157 million.
Adjusted EBITDA was $32 million, a 23% increase year over year, with a record margin of 25.8%.
Integration of Particle enhances Digi's IoT capabilities, contributing $20 million in ARR and reinforcing the company's market position.
Digi's operational guidance forecasts ARR growth of 23% and revenue growth of 14% to 18% for fiscal 2026.
The company is positioned to leverage AI advancements in its product offerings, further enhancing its competitive landscape.

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Amdocs Limited

DOX Q1 2026

Reported: 2026-02-05

Amdocs reported solid first-quarter results, outperforming revenue expectations and showcasing strategic advancements in generative AI amid a challenging spending environment from key clients.

Key takeaways

Q1 revenue reached $1.16 billion, a 4.1% year-over-year increase, with non-GAAP EPS of $1.81 surpassing guidance due to lower tax rates.
Secured a multiyear agreement with T-Mobile to enhance managed services and AI innovation, despite anticipated revenue decline from this client in fiscal 2026.
Acquired Matrix Software for $197 million, aimed at strengthening Amdocs' core billing and monetization solutions while expanding its customer base.
Continued recognition as a market leader in data and generative AI, supported by new wins and strategic agreements, including collaborations with Telus and NVIDIA.
Amdocs is accelerating investments in its next-generation AI platform, positioning itself for significant growth in the evolving telecommunications landscape.

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The Estee Lauder Companies Inc.

EL Q2 2026

Reported: 2026-02-05

The Estée Lauder Companies delivered a robust second quarter for fiscal 2026, achieving 4% organic sales growth and a remarkable 43% increase in EPS while raising its annual outlook.

Key takeaways

Expanded consumer coverage and improved retail sales dynamics, notably in Mainland China and Japan, with double-digit growth in key brands.
Increased online presence with 12 brands on Amazon and entry into TikTok Shop, contributing to high single-digit online sales growth in the first half.
Innovation initiatives produced significant results, with innovative product launches driving double-digit sales growth in skincare and makeup, particularly in China.
Focused consumer investment strategies led to strong performances in luxury fragrance and experiential retail, boosting overall brand health.
The company's organizational transformation targeted enhanced operational efficiency and cultural alignment, positioning it for continued growth in a competitive landscape.

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e.l.f. Beauty, Inc.

ELF Q3 2026

Reported: 2026-02-05

e.l.f. Beauty reported exceptional third-quarter results for fiscal 2026, with net sales increasing 38% and adjusted EBITDA up 79%, marking its 28th consecutive quarter of growth.

Key takeaways

e.l.f. grew its market share by 130 basis points, outperforming over 700 cosmetics brands tracked by Nielsen.
The e.l.f. Cosmetics brand experienced 8% growth in U.S. consumption, doubling the category average.
The recent launches, including the Glow Reviver Slipstick, quickly became bestsellers on platforms like Amazon and TikTok, highlighting strong consumer response to innovation.
Strategic collaborations, such as the limited edition launch with Liquid Death and H&M, significantly drove brand awareness and engagement, generating billions of impressions.
e.l.f. remains the most productive cosmetics brand per linear foot with major retailers, enhancing its expansion plans for 2026.

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Embecta Corp. Common Stock

EMBC Q1 2026

Reported: 2026-02-05

Embecta Corp. reported stable revenues in Q1 2026 while successfully transitioning its brand and laying the groundwork for future growth in chronic care and drug delivery markets.

Key takeaways

Completed the stand-up phase, operationalizing independent systems while maintaining stable constant currency revenue.
Over 95% of products in the U.S. and Canada have transitioned to the Embecta brand, with global rollout expected by the end of 2026.
Secured exclusive access with an additional Medicare Part D payer and renewed contracts with leading payers, enhancing competitive positioning.
Progressing towards product launches in the pen needle and syringe market, with manufacturing validation underway for market-appropriate offerings.
Collaboration with over 30 pharmaceutical partners on co-packaging pen needles with GLP-1 therapies, with initial launches anticipated in 2026.

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Emerson Electric Co.

EMR Q1 2026

Reported: 2026-02-05

Emerson Electric Co. delivered solid first-quarter results, showcasing a disciplined execution that led to an adjusted EPS of $1.46 and an impressive underlying orders growth of 9%, reflecting strong demand across their automation portfolio.

Key takeaways

Underlying sales increased by 2% year-over-year, with Test and Measurement up 11%.
Adjusted segment EBITDA margin reached 27.7%, exceeding expectations.
Annual contract value for software grew 9% to $1.6 billion, underscoring strong demand for automation solutions.
The company completed $250 million in share repurchases, reaffirming its commitment to returning $2.2 billion to shareholders.
Guidance for 2026 is reiterated, with expected EPS raised to a range of $6.40 to $6.55 per share.

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Geospace Technologies Corporation

GEOS Q1 2026

Reported: 2026-02-05

Geospace Technologies reported a disappointing first quarter of fiscal year 2026, with a revenue decline of 31% year-over-year and a net loss, highlighting challenges in both the Smart Water and Energy Solutions segments.

Key takeaways

Revenue for Q1 FY2026 was $25.6 million, down from $37.2 million in the prior year, reflecting significant market pressures.
The Smart Water segment experienced a 21% revenue drop to $5.8 million due to decreased demand for specific products.
Energy Solutions revenue fell 40% to $14.6 million, attributed to ongoing volatility in the oil and gas sector and lower demand for services.
Despite the challenges, Geospace remains committed to strategic investments and long-term growth, focusing on operational discipline and customer service.
The Intelligent Industrial segment is expected to benefit from a new subscription model and increased customer engagement post-acquisition of GeoVox Security.

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Gladstone Capital Corporation

GLAD Q1 2026

Reported: 2026-02-05

Gladstone Capital Corporation reported a robust first quarter, achieving a net investment income of $11.3 million despite increased expenses and unrealized losses impacting performance.

Key takeaways

Fundings totaled $99.1 million, leading to net originations of $46.3 million, evidencing strong investment activity.
Interest income rose 1% to $23.9 million, although net investment income per share declined to $0.50.
Total assets increased to $923 million, fueled by robust investment performance despite rising liabilities.
Monthly distributions remain unchanged at $0.15 per share, sustaining an attractive yield of approximately 8.8%.
A conservative leverage position maintained with net debt at 93% of NAV, supporting continued investment flexibility.

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Canada Goose Holdings Inc.

GOOS.TO Q3 2026

Reported: 2026-02-05

Canada Goose reported strong revenue growth in Q3 FY2026, fueled by strategic investments and increased direct-to-consumer sales, although adjusted EBIT margin contracted due to elevated costs.

Key takeaways

Total revenue grew significantly across channels, with Direct-to-Consumer (DTC) sales up 13% and comparable sales rising 6%.
Successful launch of new products and marketing campaigns contributed to doubled revenue from new styles, enhancing brand equity.
Adjusted EBIT margin contracted, highlighting the need for further reductions in corporate overhead and a return to profitability.
Strong performance in key markets, particularly Mainland China, supported by high conversion and successful retail execution.
Ongoing investments in brand marketing and channel development are expected to drive sustainable growth moving forward.

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Haemonetics Corporation

HAE Q3 2026

Reported: 2026-02-05

Haemonetics Corporation reported strong third-quarter results for Fiscal Year 2026, raising full-year guidance for revenue, earnings, and free cash flow, driven by robust growth in Blood Management Technologies and Plasma.

Key takeaways

Third-quarter revenue reached $339 million, with organic growth ex CSL of 8% in the quarter and 10% year-to-date.
Adjusted earnings per share increased by 10% to $1.31, reflecting durable earnings quality.
Blood Management Technologies grew 8% in the quarter, bolstered by TEG 6s disposable sales and hemostasis management.
Plasma segment performance saw a dramatic organic growth of 20%, supported by strong demand and share gains, prompting an uptick in full-year revenue guidance.
Hospital business organic growth guidance adjusted to approximately 4%, now anticipated at the low end of the previous range.

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Infineon Technologies AG

IFX.DE Q1 2026

Reported: 2026-02-05

Infineon Technologies reported Q1 2026 earnings reflecting robust revenue growth year-over-year despite a sequential decline, driven by strong performance in the AI-related sector and an upcoming strategic acquisition aimed at expanding its sensor portfolio.

Key takeaways

Q1 revenue reached EUR 3.662 billion, marking a 7% decline sequentially but a 7% increase compared to the same quarter last year.
Segment profit totaled EUR 655 million with a stable profit margin of 17.9%, reflecting effective cost management despite lower sales volumes.
Infineon's order backlog increased by over EUR 1 billion to approximately EUR 21 billion, signaling sustained demand in key markets.
The anticipated EUR 570 million acquisition of ams-OSRAM's sensor portfolio is expected to generate approximately EUR 230 million in revenue for the 2026 calendar year and will enhance Infineon's capabilities in automotive, industrial, and medical applications.
Free cash flow improved, reaching minus EUR 199 million in Q1, significantly better than the previous quarter, indicating recovery efforts in working capital management.

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Intapp Inc. Common Stock

INTA Q2 2026

Reported: 2026-02-05

Intapp, Inc. delivered strong fiscal Q2 2026 results, with cloud ARR increasing 31% year-over-year, driven by robust client adoption of AI capabilities and expansion in highly regulated industries.

Key takeaways

Cloud ARR reached $434 million, accounting for 81% of total ARR of $535 million.
SaaS revenue was $102 million, reflecting a 28% year-over-year growth.
New product releases, particularly in AI-driven compliance solutions and DealCloud enhancements, catalyzed cloud migrations and attracted several AmLaw 100 firms.
Strong partner ecosystem, particularly with Microsoft, directly influenced 7 of the top 10 sales deals this quarter, showcasing effective collaboration.
Increased demand for modernization in legal and accounting sectors is driving client transitions from legacy systems to Intapp’s advanced cloud-based solutions.

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Jacobs Engineering Group Inc.

J Q1 2026

Reported: 2026-02-05

Jacobs Solutions Inc. reported robust first-quarter earnings for FY 2026 with 15% year-over-year adjusted EPS growth, driven by record backlog and strategic acquisitions.

Key takeaways

Adjusted EPS increased 15% to $1.53, supported by 8% net revenue growth and strong underlying margins.
Backlog reached a record $26.3 billion, up 21% year-over-year, with a trailing twelve-month book-to-bill ratio of 1.4 times.
The company announced a full acquisition of PA Consulting, enhancing capabilities in digital consulting and AI advisory.
Major project awards include significant contracts in water infrastructure and advanced manufacturing, positioning Jacobs for continued growth in high-demand sectors.
Q1 adjustments and cost management resulted in a notable Q1 EBITDA margin of 13.4%.

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Kimball Electronics, Inc.

KE Q2 2026

Reported: 2026-02-05

Kimball Electronics reported a solid Q2 FY2026 with net sales of $341 million, driven by strong performance in the Medical vertical, although overall sales declined 5% year-over-year.

Key takeaways

Medical sales grew by 15% year-over-year, reflecting strong demand and strategic focus on this sector, now making up 28% of total sales.
Gross margin improved to 8.2%, up 160 basis points, benefitting from operational efficiencies and restructuring efforts.
Adjusted operating income reached $15.3 million (4.5% of net sales), marking a year-over-year increase from $13.3 million.
Automotive sales declined by 13% due to lower demand in North America and challenges from tariffs, representing 48% of total revenue.
The company raised its guidance for FY2026, underscoring confidence in operational execution and growth potential.

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Kulicke and Soffa Industries, Inc.

KLIC Q1 2026

Reported: 2026-02-05

Kulicke and Soffa reported stronger-than-expected revenue and earnings for Q1 2026, fueled by robust demand in the semiconductor and memory markets, along with a positive outlook for advanced packaging technologies.

Key takeaways

Revenue increased by 27% sequentially and over 90% year-over-year in the general semiconductor segment, driven by technology and capacity needs.
Non-GAAP earnings reached $0.44, reflecting effective cost control and improved product mix.
Utilization rates in memory exceeded 85%, indicating healthy demand despite a recent decline in revenue due to customer mix variability.
The advanced packaging segment is expected to see strong growth, supported by new products and technologies geared towards AI applications and high-performance memory.
Automotive and industrial revenue improved by 15% sequentially, although industry headwinds are anticipated to persist in the near term.

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LifeVantage Corporation

LFVN Q2 2026

Reported: 2026-02-05

LifeVantage reported a notable decline in revenue this quarter due to increased competition in the GLP-1 market, despite progress in product diversification and integration from the LoveBiome acquisition.

Key takeaways

Q2 revenue decreased significantly as competition from pharmaceutical GLP-1 drugs intensified, impacting sales of the MINDBODY GLP-1 system.
Successful launch of two new products from the LoveBiome acquisition, aimed at enhancing consumer engagement and expanding the product portfolio.
Continued development of the patent-pending P84 product, which shows promise in the gut health sector and is gaining traction among consumers.
Progress on the Shopify partnership is set to modernize e-commerce capabilities, enhancing customer experience and conversion rates.
Strategic focus on international market expansion positions the company for growth despite current challenges in the GLP-1 segment.

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Liquidity Services, Inc.

LQDT Q1 2026

Reported: 2026-02-05

Liquidity Services, Inc. delivered a strong start to fiscal year 2026, with significant growth in adjusted EBITDA, direct profit, and cash reserves, reflecting the company's robust multichannel marketplace strategy.

Key takeaways

GAAP net income rose 29%, with adjusted EBITDA up 38% to $18.1 million, and adjusted EPS grew 39% to $0.39 per share year-over-year.
Consolidated gross merchandise volume (GMV) reached $398 million, driven by strong buyer participation and a record 500+ new agency clients for GovDeals.
Direct profit per labor hour surged over 48% year-over-year, showcasing improved operational efficiencies.
CAG segment revenue increased by 17%, fuelled by significant activity in heavy equipment transactions, while direct-to-consumer GMV surged 40%.
The platform now boasts 6.2 million registered buyers, reflecting enhanced engagement and market relevance, with plans for continued investment in technology and operational excellence.

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Lightspeed POS Inc.

LSPD Q3 2026

Reported: 2026-02-05

Lightspeed Commerce Inc. reported strong Q3 2026 results, with revenue surpassing $312 million and adjusted EBITDA increasing 22% year-over-year, reflecting robust growth in its primary sectors.

Key takeaways

Achieved a 21% year-over-year revenue growth in retail (North America) and hospitality (Europe), now representing two-thirds of total revenue.
Added approximately 2,600 net new customer locations, marking the fastest growth rate since the company’s transformation began.
Software revenue grew 6% overall, with a notable 13% rise in growth engines, underpinned by innovative product launches like Lightspeed AI and Marketplace.
Delivered positive free cash flow for the second consecutive quarter, amounting to $15 million, contributing to an adjusted EBITDA of $20.2 million.
Continued strengthening of ARPU through enhanced software solutions, aimed at complex, multi-location merchants.

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Lantronix, Inc.

LTRX Q2 2026

Reported: 2026-02-05

Lantronix, Inc. posted a solid second quarter with revenues of $29.8 million and a non-GAAP EPS of $0.04, reflecting double-digit year-over-year growth despite temporary challenges from federal budget disruptions.

Key takeaways

Strong revenue and EPS results aligned with company guidance, showcasing effective execution in executing their long-term Edge AI strategy.
Continued gross margin expansion driven by cost optimization initiatives from the previous year.
Accelerating customer adoption in unmanned systems, signaling potential growth in defense funding and advanced autonomous applications.
Strategic partnerships, including new collaborations for AI-enabled solutions, strengthen Lantronix's position in the drone market.
Potential for multi-year engagements in defense applications indicates strong lifetime value from existing contracts with over 15 OEM partners.

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Malibu Boats, Inc.

MBUU Q2 2026

Reported: 2026-02-05

Malibu Boats reported solid second quarter results for fiscal 2026, achieving net sales of $188.6 million, surpassing expectations despite a challenging retail environment.

Key takeaways

Net sales increased to $188.6 million, driven by strong customer responses to new model introductions and an effective year-end sales event.
Adjusted EBITDA margin remained consistent with the company's strategic plans amidst a competitive promotional landscape.
Successful debut of new models, including the Pursuit 286 and Pathfinder 2800, is anticipated at the upcoming Miami International Boat Show.
Continued investments in innovation and strong dealer relationships position Malibu to capture market share as conditions stabilize.
Progress in operational excellence initiatives is enhancing supply chain management and cost efficiency, supporting a better customer experience.

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McKesson Corporation

MCK Q3 2026

Reported: 2026-02-05

McKesson Corporation delivered robust third-quarter results for fiscal 2026, showcasing double-digit revenue and earnings growth driven by continued strength in oncology, biopharma services, and North American distribution. The company raised its full-year EPS guidance, reflecting strong momentum across its strategic initiatives.

Key takeaways

Revenue and adjusted EPS increased by 17-19% year-over-year, indicating strong business momentum.
Integration of acquired entities such as Florida Cancer Specialists and Prism Vision enhances McKesson's oncology services and market position.
Introduction of 50 new programs across diverse brands demonstrates strong demand for patient access and affordability solutions.
Continued investment in technology improves workflow efficiency, with employees now supporting 120 more patients per full-time staff in annual verification.
Strong partnerships with manufacturers and advocacy efforts align with the evolving healthcare landscape and regulatory changes.

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Mueller Water Products, Inc.

MWA Q1 2026

Reported: 2026-02-05

Mueller Water Products delivered a strong start to fiscal 2026, achieving net sales growth of 4.6% and driving significant gross margin expansion through effective operational efficiencies and strategic pricing actions.

Key takeaways

Net sales reached $318.2 million, reflecting a 4.6% increase year-over-year, supported by customer-centric initiatives and resilient end markets.
Gross profit rose 16.3% to $119.8 million, with gross margin expanding 380 basis points to 37.6%, driven by pricing and operational efficiencies.
Free cash flow generated during the quarter totaled $44 million, allowing for balanced capital investments and shareholder returns, including $16 million in dividends and share repurchases.
The company raised its fiscal 2026 guidance based on strong first quarter results, anticipating continued growth in municipal repairs and project-related work.
Ongoing strategic capital expenditures and pricing actions are expected to sustain margin expansion amidst inflationary pressures and tariffs.

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NetScout Systems, Inc.

NTCT Q3 2026

Reported: 2026-02-05

NetScout Systems exceeded expectations in Q3 FY2026, driven by strong customer demand leading to year-end budget acceleration in both cybersecurity and service assurance segments. The company has raised its fiscal outlook on the back of solid year-to-date performance.

Key takeaways

Q3 revenue reached $200.151 million, maintaining year-over-year consistency, with diluted EPS increasing by 6% to $1.
Year-to-date revenue grew 6% to approximately $656 million; diluted EPS rose 15% to $1.96.
Significant innovations in AI operations solutions and edge observability are enhancing product offerings and competitive positioning.
Cybersecurity revenue up 9% driven by heightened demand amid a complex threat landscape, underscored by a recent industry award for their Omnice Cyber Intelligence solution.
Strategic focus on 5G observability services positions NetScout to capture emerging opportunities as communication service providers ramp up investments.

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Orion Energy Systems, Inc.

OESX Q3 2026

Reported: 2026-02-05

Orion Energy Systems reported strong Q3 fiscal 2026 results with revenue of $21.1 million, marking a year-over-year increase, alongside a fifth consecutive quarter of positive adjusted EBITDA. The company has raised its FY '26 revenue guidance due to growing order demand and successful cost initiatives.

Key takeaways

Q3 revenue up 7.6% year-over-year, driven by robust performance in the distribution channel and a growing project pipeline.
Adjusted EBITDA remains positive for the fifth straight quarter, reinforcing operational efficiency and financial health.
FY '26 revenue guidance increased to $84-$86 million, with expectations of continued profitable growth into FY '27 projected at $95-$97 million.
Significant contracts won, including a $4 million EV charging station project for the Boston Public School System, illustrating successful expansion in integrated electrical infrastructure offerings.
Favorable market dynamics expected ahead, specifically with ongoing demand in building renovations and EV charging solutions, positioning Orion for sustained growth.

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Phibro Animal Health Corporation

PAHC Q2 2026

Reported: 2026-02-05

Phibro Animal Health Corporation reported strong second-quarter results, with a 26% increase in animal health sales and a substantial 41% rise in adjusted EBITDA, reflecting effective integration strategies and robust demand across key sectors.

Key takeaways

Animal health sales surged by 26%, led by a 34% growth in medicated feed additives.
Consolidated sales rose 21% to $373.9 million, with EBITDA reflecting a 41% increase.
Full-year sales and earnings guidance has been raised based on strong momentum and operational performance.
Positive feedback from customers and strong leadership alignment highlight the company’s strategic execution and market position.
Leadership transition slated for July is expected to reinforce momentum and operational excellence.

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ePlus inc.

PLUS Q3 2026

Reported: 2026-02-05

ePlus reported a robust 24.6% increase in net sales to $615 million for Q3 2026, driven by strong demand in AI, cloud, and security sectors, alongside significant improvements in profitability.

Key takeaways

Net earnings surged 129.3% to $33.4 million, with adjusted EBITDA rising 97% to $53.4 million, showcasing effective operational execution.
Product sales grew 32.2% year-over-year, particularly boosted by infrastructure modernization driven by AI initiatives.
The company approved a quarterly dividend of $0.25 per share and repurchased over 200,000 shares, demonstrating capital return strategies.
Continued growth anticipated in security gross billings, up 16.4% year-over-year, as customers prioritize cybersecurity amidst rising threat levels.
ePlus remains well positioned for future growth, leveraging its strong balance sheet for strategic investments and acquisition opportunities in high-demand areas.

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Powell Industries, Inc.

POWL Q1 2026

Reported: 2026-02-05

Powell Industries reported a strong start to fiscal Q1 2026, marked by a 4% increase in revenue and significant growth in backlog, driven by robust demand across key sectors, particularly LNG and data centers.

Key takeaways

Revenue grew 4% year-over-year, with gross profit expanding 20%, achieving a gross margin of 28.4%.
New orders reached $439 million, the highest quarterly total in over two years, including a $100 million contract for a major LNG project.
Backlog increased 14% sequentially to $1.6 billion, the highest in company history, with strong contributions from the electric utilities and commercial markets.
Data center sector demand surged, accounting for 15% of total backlog, with the first mega project order for a single data center valued at $75 million.
Capacity expansion initiatives are underway to support rising demand, with investments in manufacturing facilities and supply chain collaboration.

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PTC Inc.

PTC Q1 2026

Reported: 2026-02-05

PTC Inc. reported a solid start to 2026, achieving a 9% increase in constant currency ARR and a 13% growth in free cash flow year-over-year, underscoring the strength of its ongoing transformation.

Key takeaways

Constant currency ARR grew by 9% excluding divested products, reflecting strong underlying demand.
Free cash flow increased by 13% year-over-year, evidencing improved operational efficiency.
The company is on track to finalize the divestiture of Kepware and ThingWorx by April 1, 2026.
Increased seller productivity and engagement have led to significant improvements in quota attainment.
PTC's ongoing focus on embedding AI within its product portfolio is positioned to enhance enterprise workflow and customer satisfaction.

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Peloton Interactive, Inc.

PTON Q2 2026

Reported: 2026-02-05

Peloton Interactive, Inc. demonstrated promising progress in Q2 FY2026, transitioning towards a connected wellness model while achieving 39% adjusted EBITDA growth, despite equipment sales falling short of expectations.

Key takeaways

Achieved 39% year-over-year growth in adjusted EBITDA, highlighting improved operating efficiency.
Reduced net debt by 52% year-over-year, strengthening the balance sheet for future investments.
Launched a refreshed hardware portfolio and AI-powered features, enhancing product offerings and member engagement.
Recorded lower than expected churn rates despite a price increase, reflecting strong member retention.
Commercial business unit achieved 10% revenue growth year-over-year, signaling effective expansion strategies.

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Ralph Lauren Corporation

RL Q3 2026

Reported: 2026-02-05

Strong consumer engagement drove Ralph Lauren Corporation's third quarter results, exceeding expectations with robust revenue and profit growth amidst ongoing brand elevation efforts.

Key takeaways

Full price sell-through significantly surpassed expectations, contributing to healthy high single-digit comp growth and double-digit wholesale growth.
The company successfully added 2.1 million new customers in its direct-to-consumer business, reflecting a growing brand desirability among younger demographics.
Improved gross margins were achieved across all regions, offsetting the impact of higher US tariffs, showcasing pricing power and operational agility.
Strategic holiday campaigns generated 2.9 billion global impressions and reinforced Ralph Lauren's cultural relevance, enhancing consumer connection.
Continued focus on technology and analytics supports greater efficiencies in business operations and consumer engagement.

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Rockwell Automation, Inc.

ROK Q1 2026

Reported: 2026-02-05

Rockwell Automation, Inc. delivered robust first-quarter results for fiscal 2026, with double-digit sales growth, improved margins, and strong demand across its core product and software segments.

Key takeaways

Q1 sales exceeded expectations, achieving double-digit year-over-year growth in both reported and organic sales.
Intelligent Devices segment grew organic sales by 16%, driven by successful strategic wins in key verticals.
Software and Control revenues increased by 17%, buoyed by strong performance in Logix and adoption of next-generation software solutions.
Adjusted EPS reached $2.75, supported by higher volume, favorable product mix, and strong productivity initiatives.
Annual recurring revenue rose 7%, reflecting solid performance in recurring software across multiple sectors, including automotive and life sciences.

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Siemens Healthineers AG

SHL.DE Q1 2026

Reported: 2026-02-05

Siemens Healthineers reported a solid start to fiscal 2026 with strong performance in Imaging and Precision Therapy, despite facing significant challenges in its Diagnostics segment, particularly in the Chinese market.

Key takeaways

Imaging and Precision Therapy achieved a robust 6% growth with operational margins expanding, effectively countering headwinds from tariffs and foreign exchange fluctuations.
Diagnostics experienced a 3% revenue decline, primarily impacted by market shifts in China due to volume-based procurement and reimbursement changes.
The Atellica portfolio surged by approximately 20%, now constituting 70% of core lab solution sales, with notable growth in the Americas.
Siemens Healthineers received an investment-grade rating from Moody's as part of its ongoing preparations for deconsolidation from Siemens AG, underscoring strong financial health.
The Elevating Health Globally strategy is gaining traction with positive feedback from clients, reflecting a commitment to address noncommunicable diseases through innovative healthcare solutions.

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SelectQuote, Inc.

SLQT Q2 2026

Reported: 2026-02-05

SelectQuote delivered strong Q2 results driven by effective agent productivity and a successful Medicare Advantage season, despite adjusting fiscal 2026 guidance due to external pressures.

Key takeaways

Achieved senior EBITDA margins of 39%, near-record levels, on 4% policy volume growth.
Health care services segment revenues grew 26% year-over-year, validating SelectRx's clinical value.
Entered a strategic multi-year agreement with a key pharmacy benefit manager, enhancing reimbursement visibility.
Announced a new $415 million credit facility, improving capital flexibility for growth initiatives.
Adjusted fiscal 2026 guidance downwards by approximately $40 million due to changes in a key carrier's marketing budget.

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Sony Group Corporation

SONY Q3 2026

Reported: 2026-02-05

Sony Group Corporation reported record Q3 FY 2025 results, with notable increases in operating income and net income, alongside upward revisions to its full-year forecasts across key segments.

Key takeaways

Q3 sales rose 1% YoY to JPY 3.71 trillion, marking the highest sales for the third quarter.
Operating income surged 22% YoY to JPY 515 billion, fueled by strong performance in Music and Gaming & Network Services segments.
Full-year sales forecast increased by 3% to JPY 12.3 trillion, with operating income and net income projections also revised upward by 8%.
Music segment revenues grew 13% YoY, driven by increased live events and streaming, entailing significant hits from SMG artists.
A new licensing agreement with Netflix for future theatrical films promises stable revenue for the Pictures segment and showcases Sony's strong IP capabilities.

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Suburban Propane Partners, L.P.

SPH Q1 2026

Reported: 2026-02-05

Suburban Propane Partners, L.P. reported a robust first quarter for fiscal 2026, achieving a 10.8% increase in adjusted EBITDA driven by heightened heat-related demand and customer growth initiatives.

Key takeaways

Adjusted EBITDA rose to $83.4 million, up $8.1 million from the previous year, reflecting solid operational performance.
Retail propane sales increased by 4.2% year-over-year, totaling 110.2 million gallons, bolstered by colder weather in key markets.
Continued advancements in renewable natural gas (RNG) operations, with average daily RNG injections increasing due to enhancements at the Stanfield facility and progress on new projects.
The company invested nearly $7 billion in growth capital expenditures during the quarter and is strategically refinancing 2027 senior notes to strengthen financial flexibility.
Strong balance sheet maintained amid disciplined investment strategy, paving the way for future growth opportunities.

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STERIS plc

STE Q3 2026

Reported: 2026-02-05

STERIS plc reported a 9% increase in total revenue for Q3 2026, driven by strong organic growth in healthcare and life sciences, despite challenges from tariffs and inflation impacting margins.

Key takeaways

Adjusted earnings per diluted share rose 9% year-over-year to $2.53.
Constant currency organic revenue growth was 8%, with healthcare services achieving an impressive 11% growth.
Gross margin declined to 43.9%, primarily due to increased tariffs and inflation, resulting in a decrease in EBIT margin to 22.9%.
Free cash flow for the first nine months reached $7.368 billion, reflecting increased earnings and lower capital spending.
The fiscal 2026 guidance remains unchanged, targeting 8% to 9% revenue growth, with total earnings expected between $10.00 and $10.30 per diluted share.

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Skyworks Solutions, Inc.

SWKS Q1 2026

Reported: 2026-02-05

Skyworks Solutions exceeded expectations in Q1 FY2026, reporting strong revenue and earnings driven by robust performance in both mobile and broad markets, while making significant progress on its strategic merger with Corwell.

Key takeaways

Revenue reached $1.04 billion, with non-GAAP earnings per share at $1.54, surpassing guidance.
Generated $339 million in free cash flow and returned $106 million to shareholders through dividends.
Mobile segment performance benefited from favorable market dynamics, despite a forecasted flat year-over-year blended mobile content outlook.
Broad markets showed double-digit revenue growth, bolstered by demand in automotive, IoT, and data center segments.
The company is progressing towards its merger with Corwell, anticipating significant synergies and enhanced market positioning.

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Tapestry, Inc.

TPR Q2 2026

Reported: 2026-02-05

Tapestry, Inc. reported strong second quarter results with an 18% revenue increase, a 390 basis point rise in adjusted operating margin, and a 34% increase in earnings per share, reflecting the effectiveness of their Amplify strategies and a robust operational performance.

Key takeaways

Acquired over 3.7 million new global customers during the quarter, primarily driven by engagement with Gen Z.
Double-digit sales growth achieved across North America, Greater China, and Europe, significantly outpacing industry trends.
Continued strong performance in core leather goods, with growth in average retail prices and unit volumes in mid-teens rates.
Increased brand relevance for Coach among multiple generations, fostering broad-based customer growth and loyalty.
Positive outlook with a strong product pipeline expected to bolster both average unit retail and sales volumes.

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Universal Technical Institute, Inc.

UTI Q1 2026

Reported: 2026-02-05

Universal Technical Institute delivered a strong start to fiscal Q1 2026, with revenue growth of 10% year-over-year, highlighting effective execution of its strategic expansion initiatives.

Key takeaways

Revenue grew to $221 million, driven by a 7% increase in average full-time active students and a 3% rise in new student starts.
Adjusted EBITDA for the quarter reported at $27 million, reflecting substantial investments in growth initiatives.
Full-year revenue guidance projected between $905 million and $915 million, with expected growth in new student starts between 31,500 and 33,000.
Recent campus openings in Austin and Miramar exceeded enrollment expectations, validating UTI's strategic execution and market demand.
Expansion plans remain robust, with new campuses expected to drive future growth and revenue diversification.

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Advanced Drainage Systems, Inc.

WMS Q3 2026

Reported: 2026-02-05

Advanced Drainage Systems demonstrated resilience in a tough market in Q3 FY2026, posting a strong 30.2% adjusted EBITDA margin, bolstered by its acquisition of NDS and a focus on high-margin products.

Key takeaways

Adjusted EBITDA rose 9% year-over-year despite flat revenues, reflecting effective cost management and product mix optimization.
Allied product sales increased 8%, benefiting from new product launches in stormwater and water quality solutions.
The acquisition of NDS expands the company’s offerings in stormwater management, positioning it as a leader in the sector.
Nonresidential market sales grew 5%, yet the residential segment faced challenges with slight declines in activity.
Updated market forecasts indicate a more cautious outlook for nonresidential demand, but opportunities remain for growth in residential markets as they recover.

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Wolfspeed Inc. Common Stock

WOLF Q2 2026

Reported: 2026-02-05

Wolfspeed, Inc. demonstrated notable growth in Q2 Fiscal Year 2026, reporting a 50% quarter-over-quarter increase in AI data center revenue and strategic progress in key customer partnerships, despite a challenging demand environment.

Key takeaways

Achieved significant 50% growth in AI data center revenue quarter-over-quarter.
Completed shutdown of 150mm device production, transitioning fully to a more efficient 200mm manufacturing platform ahead of schedule.
Strengthened balance sheet with net debt of approximately $600 million and $1.3 billion in cash, supported by substantial tax refunds.
Formed a strategic partnership with Toyota for onboard charging systems in BEVs, enhancing connections with leading automotive OEMs.
Focused on diversifying revenue across key verticals: automotive, industrial energy, aerospace, and materials, despite current macroeconomic headwinds.

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