AAR Corp.

AIR Q3 2026

Reported: 2026-03-25

AAR Corp reported robust Q3 FY2026 financials, achieving 25% sales growth and significant increases across adjusted operating income, EBITDA, and earnings per share, underscored by a strong performance in both commercial and government markets.

Key takeaways

Total sales reached $845 million, driven by 14% organic adjusted sales growth and a remarkable 36% growth in new parts distribution.
Adjusted operating income rose by 31%, while adjusted EBITDA and earnings per share both increased by 26%.
Successful integration of HAECO Americas and continued expansion at the Oklahoma City facility are on track, expected to contribute to future revenue streams.
Government sales surged 19%, representing 30% of total sales, benefitting from increased operational readiness demands.
Trax software platform achieved record user growth with significant upcoming expansions, enhancing recurring revenue prospects.

View recap

Braze Inc. Class A Common Stock

BRZE Q4 2026

Reported: 2026-03-25

Braze, Inc. delivered a robust performance in Q4 FY2026, achieving $205 million in revenue—growing 28% year-over-year and further validating its leadership in customer engagement solutions.

Key takeaways

Q4 revenue surged 28% year-over-year; organic growth accelerated for the third consecutive quarter.
Trailing twelve-month dollar-based net retention improved to 109%, reflecting strong customer commitment.
Annual recurring revenue surpassed $800 million, driven by significant demand for Braze's high ROI platform.
Q4 bookings increased over 50% year-over-year, with strong gains in both new and expanded customer engagements.
Initiated share repurchase program, underscoring long-term confidence in growth and financial stability.

View recap

Bellway p.l.c.

BWY.L Q2 2026

Reported: 2026-03-25

Bellway delivered a solid half-year performance with an increase in home completions and a stable operating margin, despite challenging market conditions. The company remains on track for operating profit of GBP 320 million to GBP 330 million for FY '26.

Key takeaways

Home completions rose 2.7% to 4,702 units, while average selling prices increased by 3.7% to over GBP 322,000.
Operating margin held steady at 10.5%, despite slight pressure from cost inflation and increased administrative overheads.
Interim dividend increased by nearly 10% to 23p per share, reflecting strong cash generation and commitment to shareholder returns.
The robust order book of 4,400 homes and a land bank of 94,000 plots positions Bellway for continued growth amid improving trading conditions.

View recap

Core & Main, Inc.

CNM Q4 2026

Reported: 2026-03-25

Core & Main achieved its 16th consecutive year of sales growth in fiscal 2025, reporting net sales of $7.65 billion and adjusted EBITDA of $931 million, underscoring strong execution despite mixed market conditions.

Key takeaways

Achieved adjusted diluted EPS of $2.97, reflecting disciplined execution in a challenging environment.
Generated operating cash flow of $650 million, demonstrating robust liquidity and operational efficiency.
Continued resilience in municipal markets with low to mid-single-digit volume growth, offsetting softness in nonresidential and residential segments.
Positioned to capture additional market share in a $44 billion addressable market, with a current U.S. market share of approximately 20%.
Long-term growth drivers include AI-related infrastructure needs and treatment plant modernization, supported by Core & Main's competitive advantages and local expertise.

View recap

Concentrix Corporation

CNXC Q1 2026

Reported: 2026-03-25

Concentrix delivered solid first quarter results for 2026, reporting revenue growth driven by strong demand for AI solutions, despite facing challenges in specific verticals.

Key takeaways

Revenue reached approximately $2.5 billion, up 1.9% year-over-year on a constant currency basis.
Notable growth in banking and financial services (13%) and retail, travel, and e-commerce (6%), while technology and healthcare segments declined by 6%.
Non-GAAP diluted EPS aligned with guidance at $2.61; adjusted EBITDA margin was 13.9%.
The company executed significant strategic sales, expecting $40 million in annualized savings from restructuring efforts.
Share buybacks totaled $42 million, alongside a $23 million dividend payout, reflecting continued commitment to shareholder returns.

View recap

Dollarama Inc.

DOL.TO Q4 2026

Reported: 2026-03-25

Dollarama reported robust fiscal 2026 results, achieving 4.2% same-store sales growth in Canada and nearly 14% year-over-year EPS increase, while advancing international expansion efforts.

Key takeaways

Successfully opened 75 net new stores in Canada, reaching a total of 1,691 locations, with plans for 60 to 70 more in fiscal 2027.
Dollarcity entry into Mexico and acquisition of a national discount chain in Australia signify strategic international growth.
Despite adverse weather impacting fourth quarter sales, a resilient demand for both consumables and general merchandise was observed.
Continued development of a logistics hub in Western Canada is on schedule, aiming for operational readiness by the end of 2027 to support future growth.
Transformation initiatives in Australia are underway, focused on merchandising, store experience, and network optimization, with new product imports expected soon.

View recap

KB Home

KBH Q1 2026

Reported: 2026-03-25

KB Home's first quarter results show resilience with a 3% increase in net orders, despite challenges in consumer demand and a cautious market outlook. The company is refocusing on its built-to-order strategy, projecting a stronger second half.

Key takeaways

Revenues reached approximately $1.1 billion, with diluted EPS of $0.52, aligning with company guidance.
Net orders grew year-over-year to 2,846 but fell short of maintaining previous delivery expectations, prompting a revision of annual guidance.
A strategic return to a built-to-order model, expected to comprise 70% of deliveries in the latter half of the year, aims to enhance gross margins and operational predictability.
Shareholder returns totaled nearly $70 million through repurchases and dividends, while book value per share increased to over $61.
Healthy community traffic and the lowest cancellation rate in four years signal a strong buyer base, though affordability and market uncertainties persist.

View recap

Kingfisher plc

KGF.L Q4 2026

Reported: 2026-03-25

Kingfisher plc reported a solid financial performance for FY 2025-'26, achieving notable market share gains and robust profit growth despite challenging market conditions.

Key takeaways

Total sales reached GBP 12.9 billion with a 1.4% increase in like-for-like sales, led by strong U.K. performance and e-commerce growth of 21.5%.
Adjusted profit before tax grew 6% to GBP 560 million, while adjusted EPS increased 15% to 23.8p, supported by a share buyback program.
The company maintained strong gross margin growth of 80 basis points and delivered GBP 512 million in free cash flow.
Strategic initiatives, including marketplace expansion and targeted trade offerings, have driven significant market share improvements across all key regions.
A new GBP 300 million share buyback program was announced, alongside a consistent dividend of 12.4p per share, reflecting continuing momentum in the business.

View recap

Paychex, Inc.

PAYX Q3 2026

Reported: 2026-03-25

Paychex, Inc. delivered robust financial results for Q3 FY2026, with revenues increasing 20% and adjusted operating income rising 22% year-over-year, fueled by strong demand for HR and compliance solutions and ongoing AI integration.

Key takeaways

Revenue growth driven by strong performance in retirement, ASO, and PEO services, highlighting a durable business model.
Continued momentum in client base, with over 800,000 clients relying on Paychex for comprehensive HR support amid a challenging labor market.
Successful integration of Paycor exceeds synergy targets; momentum builds with increased bookings and broker referrals.
Expansion of AI capabilities leads to enhanced client service and decision-making support, with over 500 AI-powered features implemented.
Introduction of Paychex Perks strengthens SMB benefits offerings, establishing a new competitive edge in attracting and retaining talent.

View recap

Earnings Recaps

AAR Corp.

Braze Inc. Class A Common Stock

Bellway p.l.c.

Core & Main, Inc.

Concentrix Corporation

Dollarama Inc.

KB Home

Kingfisher plc

Paychex, Inc.

Community

Earnings Recaps

AAR Corp.

Braze Inc. Class A Common Stock

Bellway p.l.c.

Core & Main, Inc.

Concentrix Corporation

Dollarama Inc.

KB Home

Kingfisher plc

Paychex, Inc.

Community

Trending This Week

Notifications