Cognyte Software Ltd.

CGNT Q4 2026

Reported: 2026-03-26

Cognyte delivered strong fourth-quarter results with double-digit revenue growth, improved profitability, and solid cash flow, positioning the company for continued expansion in fiscal 2027.

Key takeaways

Revenue grew by double digits, driven by repeat business and new customer acquisitions, including 61 new clients.
Successful transition of a significant customer to a 5-year subscription model, reflecting evolving market trends and customer needs for constant access to innovations.
Strengthened presence in North America through key leadership hires and partnerships, enhancing access to federal and state procurement channels.
Significant deal signed with a major state law enforcement agency, marking a strategic entry into the U.S. market.

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Chewy, Inc.

CHWY Q4 2026

Reported: 2026-03-26

Chewy delivered strong fourth-quarter results, showcasing significant net sales growth, enhanced margins, and record free cash flow, positioning the company favorably for 2026.

Key takeaways

Achieved robust net sales growth, with ongoing momentum in active customer additions, averaging 150,000 to 250,000 net adds per quarter.
Margin expansion is anticipated to accelerate in 2026, driven by SG&A leverage and improved efficiencies from new fulfillment centers and AI enhancements.
Continued investment in Chewy Vet Care, with 10 new practices opened in 2025, enhancing customer engagement and driving growth in high-value health customers.
E-commerce penetration in the pet industry remains strong, benefiting Chewy's scalable digital platform as consumer preferences shift towards convenience and auto replenishment.
The company expects to maintain its market share growth and free cash flow generation, independent of broader economic fluctuations.

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Commercial Metals Company

CMC Q2 2026

Reported: 2026-03-26

Commercial Metals Company reported robust second-quarter results with net earnings of $93 million, highlighting solid operational execution and successful integration of its newly acquired precast platform.

Key takeaways

Adjusted earnings per share reached $1.16, a significant increase driven by improved core EBITDA of $297.5 million, up 114% year-over-year.
Weather-related challenges affected production and increased costs, indicating potential for even stronger performance absent these factors.
Integration of the precast concrete platform is progressing ahead of schedule, with early commercial successes enhancing customer offerings.
The launch of the TAG operational excellence program is on track to deliver sustained improvements in margins and returns on capital across the organization.

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Cintas Corporation

CTAS Q3 2026

Reported: 2026-03-26

Cintas Corporation delivered a robust third quarter for fiscal 2026, achieving record revenues of $2.84 billion and strong operating margins, reflecting resilient growth across all business segments.

Key takeaways

Total revenue increased by 8.9% year-over-year, with organic growth at 8.2%.
Operating income rose to $659.9 million, marking an 8.2% increase, or 11% after adjusting for a prior year one-time gain.
Diluted EPS grew 9.7% to $1.24, with adjusted EPS expected to rise between 10.5% and 11.4% for the full year.
The company announced a merger agreement to acquire UniFirst, expected to close in the second half of calendar 2026, promising long-term value enhancements.
All three route-based business segments reported record gross margins, underscoring efficiency and strategic investments.

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H.B. Fuller Company

FUL Q1 2026

Reported: 2026-03-26

H.B. Fuller Company reported a 6.6% decline in organic revenue for Q1 2026, driven by lower volumes; however, profitability metrics improved, with EBITDA up 4% year-on-year and margin expansion reflecting effective cost management.

Key takeaways

EBITDA reached $119 million, above guidance, with an EBITDA margin improvement of 90 basis points to 15.4%, supported by restructuring savings and effective pricing strategies.
Electronics and aerospace segments showed resilience, with organic revenue growth of 3% in the EA segment, even after exiting the solar business.
The company faces supply chain constraints and raw material shortages due to the Middle East conflict but is leveraging global sourcing capabilities to mitigate risks and implement price increases.
Geographical performance differed: Americas down 4% overall, EIMEA down 11%, while Asia Pacific grew 2% excluding solar impacts.
The firm’s proactive pricing adjustments, with a minimum 10% increase announced globally, aim to counter inflationary pressures and secure supply stability.

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H & M Hennes & Mauritz AB (publ)

HM-B.ST Q1 2026

Reported: 2026-03-26

H&M's Q1 2026 results showed steady improvements in profitability despite a challenging retail environment, with an operating margin increase to 8.4% and positive sales trends in February and March.

Key takeaways

Gross margin improved to 50.7%, supported by enhanced inventory planning and cost control.
Sales decreased 1% in local currencies, impacted by weaker December demand and currency translation effects of 9 percentage points.
Improved inventory productivity reached the highest levels in a decade, contributing to reduced working capital.
Launching a new flagship store in Stockholm and expanding into Latin America with new locations in Rio de Janeiro and Paraguay.
Continued focus on sustainability with a 34.6% reduction in absolute Scope 3 emissions and 91% of materials sourced from recycled or sustainable origins.

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MillerKnoll Inc. Common Stock

MLKN Q3 2026

Reported: 2026-03-26

MillerKnoll, Inc. demonstrated solid performance in Q3 FY2026, achieving notable sales and order growth while efficiently navigating ongoing macroeconomic challenges.

Key takeaways

North America Contract business showed strong cash generation with improved gross margins and operating income year-over-year.
Global Retail comparable sales increased by 5.5%, despite adverse weather impacting store traffic, highlighting resilience in e-commerce and new store openings.
The company plans to expand its retail footprint significantly, targeting 14-15 new stores in the U.S. by the end of fiscal 2026.
Regional performance in the International Contract segment remained diverse, with notable sales growth in India, China, and Southern Europe, aiding margin preservation.
Strategic initiatives and product launches are set to enhance market positioning, with strong engagement from recent brand campaigns.

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Navan, Inc.

NAVN Q4 2026

Reported: 2026-03-26

Navan, Inc. delivered a robust Q4 with 35% year-over-year revenue growth and achieved free cash flow positivity for the first time, indicating strong operational momentum.

Key takeaways

Q4 revenue reached $178 million, driven by a 42% increase in Gross Booking Value (GBV) to $2.3 billion.
Non-GAAP operating margin was breakeven, reflecting an 1,100 basis points improvement year-over-year.
Successfully retired the Reed & Mackay brand for future sales, resulting in a strategic non-cash amortization charge of $36.2 million.
Ended the year with a strong balance sheet, including $741 million in cash and short-term investments, against $125 million in debt.
Guidance for FY 2027 forecasts revenue between $866 million and $874 million, representing 24% growth at the midpoint.

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Winnebago Industries, Inc.

WGO Q2 2026

Reported: 2026-03-26

Winnebago Industries reported solid second quarter results, demonstrating disciplined execution and strategic focus despite a challenging market, while enhancing profitability and cash flow.

Key takeaways

Delivered a strong performance amid a pressurized market; second half of fiscal 2026 is projected to show improvement.
Successful launch of new products in the Motorhome RV segment emphasizes affordability and technological enhancements.
Maintaining resilient retail dollar share across RV segments, with targeted investments in premium categories like Class A and C diesel.
Focused efforts on inventory management and cost containment yielded improved cash flow and reduced controllable costs.
Future growth initiatives include expanding Lithionics battery technology beyond RV applications into Marine and Work Vehicle sectors.

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Worthington Industries, Inc.

WOR Q3 2026

Reported: 2026-03-26

Worthington Enterprises showcased strong financial performance in Q3 Fiscal 2026, with revenues rising 24% year-over-year and continued growth in adjusted EBITDA and earnings per share.

Key takeaways

Q3 revenues reached $379 million, driven by increased volumes in building and consumer products and contributions from recent acquisitions.
Adjusted EBITDA grew by 15%, placing the trailing twelve-month figure at $297 million with a margin of 22.4%.
Adjusted earnings per share increased to $0.98, marking the sixth consecutive quarter of year-over-year growth in this metric.
Strategic acquisition of LSI enhances Worthington's position in engineered building systems, supporting growth objectives.
Ongoing investments in workforce development and AI integration are set to drive further operational efficiencies and market competitiveness.

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Earnings Recaps

Cognyte Software Ltd.

Chewy, Inc.

Commercial Metals Company

Cintas Corporation

H.B. Fuller Company

H & M Hennes & Mauritz AB (publ)

MillerKnoll Inc. Common Stock

Navan, Inc.

Winnebago Industries, Inc.

Worthington Industries, Inc.

Community

Earnings Recaps

Cognyte Software Ltd.

Chewy, Inc.

Commercial Metals Company

Cintas Corporation

H.B. Fuller Company

H & M Hennes & Mauritz AB (publ)

MillerKnoll Inc. Common Stock

Navan, Inc.

Winnebago Industries, Inc.

Worthington Industries, Inc.

Community

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