Aehr Test Systems

AEHR Q3 2026

Reported: 2026-04-08

Aehr Test delivered a strong Q3 with over $37 million in bookings, a record backlog exceeding $50 million, and significant growth driven by AI, data center, and high-performance semiconductor markets.

Key takeaways

Quarterly bookings surpassed $37 million with a book-to-bill ratio over 3.5x, delivering a record backlog of over $50 million.
Secured a $14 million follow-on order for automated wafer-level burn-in systems from a leading AI processor customer, expanding its installed base.
Achieved a first-to-market position by demonstrating and shipping the industry’s first wafer-level burn-in solution tailored for high-power AI processors.
Initiated major customer wins in silicon photonics for hyperscale data centers, with multiple systems scheduled to ship in Q4 and additional forecasts for future expansion.
Undergoing technical upgrades to its evaluation program after initial delays, with multiple ongoing discussions across data center and AI processor markets.

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Delta Air Lines, Inc.

DAL Q1 2026

Reported: 2026-04-08

Delta delivered robust March quarter earnings, with a 40% year-over-year profit increase driven by record revenue and resilient demand, despite elevated fuel costs and external headwinds.

Key takeaways

Achieved a pretax profit of $530 million, with earnings of $0.64 per share and $1.2 billion free cash flow, supported by a nearly 10% revenue growth.
Demand remains strong across corporate and leisure segments, with cash sales indicating sustained double-digit growth entering the June quarter.
Elevated fuel prices (~double earlier in the year) prompted capacity reductions and aggressive fuel recapture strategies to protect margins.
Continued fleet renewal and infrastructure investments, including 95 aircraft orders and expansion of premium lounge network, bolster future growth and customer experience.
Operational reliability remains a focus amidst recent weather-related challenges, with ongoing collaborations to enhance resilience and recovery.

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The Greenbrier Companies, Inc.

GBX Q2 2026

Reported: 2026-04-08

Greenbrier reported resilient Q2 2026 results, demonstrating improved profitability and strong liquidity amidst a moderated freight railcar market, with strategic operational and portfolio adjustments enhancing long-term stability.

Key takeaways

Despite lower sequential deliveries, gross margins and earnings surpassed prior periods, supported by structural cost improvements.
North American railcar deliveries are expected to reach around 24,000 in 2026, reflecting a stronger, more diversified business profile than during previous peak years.
Backlog remains robust at ~15,200 units ($2.1 billion), with over 50% driven by lease originations, underpinning ongoing leasing and manufacturing strength.
Leasing & Fleet Management maintained above 98% utilization with high renewal rates, and recent ABS financing highlights investor confidence.
The company’s disciplined approach to capacity alignment, cost management, and portfolio optimization positions it well amid evolving macroeconomic and industry conditions.

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Levi Strauss & Co.

LEVI Q1 2026

Reported: 2026-04-08

Levi Strauss & Co. achieved a robust start to FY2026, surpassing expectations with 9% organic revenue growth driven by strong DTC momentum and brand engagement worldwide.

Key takeaways

Organic net revenue increased 9% quarter-over-quarter, with 14% reported growth, led by double-digit gains in Europe and Asia and 7% in the Americas.
DTC channel grew 10%, with 7% same-store sales, highlighting accelerating demand and strategic focus on direct consumer engagement.
Brand momentum was reinforced through culturally resonant campaigns, high-profile collaborations, and celebrity endorsements, notably during the Super Bowl and Harry Styles' album cover.
Product innovation across bottoms and tops—featuring new fits, fabrics, and climate-adaptive styles—supported a 7% rise in bottoms and continued expansion into non-denim categories.
Margin performance exceeded expectations, with double-digit earnings growth underpinning increased full-year guidance, reflecting disciplined execution and strategic agility.

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Skillsoft Corp.

SKIL Q4 2026

Reported: 2026-04-08

Skillsoft delivered a resilient FY 2026, making significant operational and strategic strides towards an AI-native skills platform despite macroeconomic uncertainties, culminating in positive free cash flow and early customer traction.

Key takeaways

Rebounded from external headwinds with disciplined cost reductions of ~$45 million, reallocating savings to go-to-market and AI innovation.
Launched the upgraded AI simulation platform CAISY and the new AI-native platform, securing 15 paying enterprise customers since its February release.
Achieved positive free cash flow indicating strong operational discipline and ongoing transformation progress.
Demonstrated market differentiation through integrated content, platform, data, and secure AI operationalization for enterprise workforce development.
Continuing strategic review of Global Knowledge to sharpen focus on high-growth, high-margin segments like TDS.

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Text S.A.

TXT.WA Q4 2026

Reported: 2026-04-08

Text Group delivered a resilient quarter with record payments received despite a slight MRR decline, driven by strategic client renewals and product growth initiatives.

Key takeaways

Payments received increased by 0.4% YoY and 3.1% sequentially, reaching the highest quarterly level this year, primarily due to higher revenue from API usage and larger clients.
MRR declined by USD 50,000, reflecting March churn linked to the end of grandfathering for existing LiveChat customers, signaling an upcoming impact on KPIs.
The share of customers with ARPL over USD 500 grew by 1 percentage point, improving revenue retention prospects through longer-term customer relationships.
AI agent performance remains industry-leading with a 74% resolution rate, rising to 80-90% for fully trained accounts, supported by new features like multiple agents per workspace and custom skills.
Initiatives such as platform integrations (Microsoft, Meta, Kandji, Hexnode) and security upgrades bolster credibility and product reliability amid ongoing client acquisitions across education, finance, and sports betting sectors.

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Earnings Recaps

Aehr Test Systems

Delta Air Lines, Inc.

The Greenbrier Companies, Inc.

Levi Strauss & Co.

Skillsoft Corp.

Text S.A.

Community

Earnings Recaps

Aehr Test Systems

Delta Air Lines, Inc.

The Greenbrier Companies, Inc.

Levi Strauss & Co.

Skillsoft Corp.

Text S.A.

Community

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