BlackBerry Limited

BB.TO Q4 2026

Reported: 2026-04-10

BlackBerry delivered a strong fiscal year finish with consistent revenue growth and eighth consecutive quarter of improving profitability, solidifying its transition into a profitable growth company driven by its QNX platform and strategic automotive opportunities.

Key takeaways

Achieved record quarterly revenue of $78.7 million, up 20% YoY, supported by a robust royalty backlog nearing $950 million.
QNX revenue growth remained steady at 14% for FY2026, with a diversified pipeline supporting ongoing double-digit expansion into automotive, AI, robotics, and industrial markets.
Continued automotive design wins include deployments in China and North America, along with a significant European ADAS system win, underpinning long-term revenue visibility.
The Alloy Core platform, integrating safety-certified middleware, is on track for full release this year, with OEM discussions including Mercedes-Benz, offering a potential ASP uplift.
Management affirms QNX's Rule of 40 status for FY2027, emphasizing the business's compounded growth potential despite seasonal variability.

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Byrna Technologies Inc.

BYRN Q1 2026

Reported: 2026-04-10

Byrna Technologies delivered solid fiscal Q1 2026 results with growth driven by increased retail and dealer penetration, setting the stage for expanded market share and improved profitability.

Key takeaways

Strong balance sheet and differentiated product platform support strategic expansion in retail and dealer channels.
Management emphasizes sharper execution, focusing on enhancing in-store experiences and broadening brand appeal to reach new customer segments.
Initiatives include deploying data-driven merchandising strategies and evolving messaging to make the brand more emotionally resonant and inclusive.
Commitment to profitable growth through inventory optimization, cost discipline, and leveraging cash flow to fund brand and product development.

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Cogeco Inc.

CGO.TO Q2 2026

Reported: 2026-04-10

Cogeco reported steady Canadian growth with improved U.S. outlook, driven by customer momentum, digital expansion, and operational efficiencies.

Key takeaways

Canadian adjusted EBITDA grew YoY, supported by strong internet customer base expansion and robust sales/marketing efforts.
The U.S. segment faced higher-than-expected competitive pressures, leading to a revised revenue and EBITDA guidance downgrade; signs of recovery are emerging in H2.
Welo, its digital brand in Ohio, is gaining traction, with expansion plans mirroring the success of Canadian counterpart Oxio.
The company is on track with its 3-year transformation, including integration of new businesses, OpEx and CapEx synergies, and AI initiatives to enhance customer support.
Balance sheet remains solid with a leverage ratio of 3.2x and a flexible dividend policy, supporting ongoing deleveraging and potential buybacks.

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Firan Technology Group Corporation

FTG.TO Q1 2026

Reported: 2026-04-10

FTG delivered a record-setting start to 2026 with robust revenue, backlog, and booking growth, supported by strong aerospace and defense market demand despite currency headwinds.

Key takeaways

Bookings increased 17% YoY to $60 million, with a book-to-bill ratio of 1.27:1, driving backlog to $158 million, up 11%.
Revenue rose 10.3% YoY to $47.3 million, with aerospace sales up 12% driven by higher shipments to Boeing, Airbus, and C919 programs.
Adjusted EBITDA declined slightly to $7.3 million; adjusted net earnings grew modestly to $3.5 million.
FTG secured initial orders for classified defense programs and achieved record profitability at FTG Aerospace Calgary.
The company maintains a strong balance sheet with net debt of only $4 million, and continues to benefit from long-term growth trends in aerospace and defense markets.

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Jubilee Metals Group PLC

JLP.L Q2 2026

Reported: 2026-04-10

Jubilee Metals reports improved interim financials, with Zambia operations performing as expected, while South African assets remain classified as discontinued, reflecting IFRS complexities. Despite topline gains, significant currency and commodity price impacts led to a net interim loss.

Key takeaways

Revenues and profits increased compared to previous periods; however, net losses of $4.5 million highlight margin pressure from currency effects and market volatility.
South African operations are classified as a disposal group under IFRS, leading to accounting complexities and restated comparatives, with ongoing transparency on project structures.
No impairments were recognized on the $90 million receivable from One Chrome, with timely payments and a $12-13 million present value adjustment recorded.
Post-balance sheet events, notably the South African asset disposals, have introduced IFRS-driven accounting adjustments, impacting comparability across periods.
Management remains confident in the company’s going concern status, supported by strong cash receipts and market positions, but near-term currency and PGM price volatility pose ongoing risks.

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MTY Food Group Inc.

MTY.TO Q1 2026

Reported: 2026-04-10

MTY Food Group delivered a resilient first quarter amid challenging macroeconomic conditions, with modest decline in same-store sales offset by digital growth and a robust new store pipeline. Confidence remains high for 2026 net location growth driven by experienced franchisee expansion.

Key takeaways

Same-store sales declined 2.5% overall, with Canada down 0.8% and U.S. up 3.6%; early Q2 data shows signs of sequential improvement.
Digital sales maintained steady at 23%, growing 3% excluding FX; Canadian digital sales rose 13%, indicating successful digital experience enhancements.
Net store count saw a reduction, but a strong pipeline of nearly 200 stores under construction and increased franchisee-led expansion bode well for 2026 growth.
Normalized EBITDA remained stable at $60.1 million; franchise EBITDA margin improved modestly to 48%.
Net income attributable to owners was $36.9 million ($1.62/share), with free cash flow supporting debt reduction and future investments.

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Northern Technologies International Corporation

NTIC Q2 2026

Reported: 2026-04-10

Northern Technologies delivered in-line Q2 results with solid top-line growth driven by record ZERUST oil and gas sales and strengthening performance in China and Natur-Tec.

Key takeaways

Total revenue grew 15.3% YoY to $22.0 million, led by a 72.1% surge in ZERUST oil and gas segment.
ZERUST Oil and Gas achieved a quarterly record of $2.7 million, supported by a major offshore project and expanding global pipeline.
North American and Chinese markets remain robust, with NTIC China net sales up 18.5% reflected in strong domestic demand.
Natur-Tec sales increased 8.1% YoY to $5.4 million, with ongoing opportunities in North America and India for compostable packaging.
Although geopolitical and economic uncertainties persist, NTIC remains confident in sustained growth and margin expansion through 2026.

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Richardson Electronics, Ltd.

RELL Q3 2026

Reported: 2026-04-10

Richardson Electronics delivered its seventh consecutive quarter of year-over-year sales growth, bolstered by strong PMT segment performance and disciplined margin management, turning a profit after prior losses.

Key takeaways

Quarterly sales rose 3.1% to $55.5 million, with PMT sales up 9.7%, driven by semiconductor fab and RF/microwave markets.
Operating income improved to $1.5 million from a $2.7 million loss in the prior year, supported by a gross margin expansion to 31.9%.
Net income reached $900,000, reversing a $2.1 million loss, and EBITDA returned to positive at $2.2 million.
Backlog increased to $151.2 million, providing confidence heading into Q4 amid ongoing order activity.
The company highlighted ongoing investments and strategic focus on energy transition markets, including wind and EV, positioning for sustainable long-term growth.

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Simulations Plus, Inc.

SLP Q2 2026

Reported: 2026-04-10

Simulations Plus delivered a strong second quarter with 8% revenue growth to $24.3 million, supported by robust software and service segment performance, and maintained solid margins and client renewal rates.

Key takeaways

Total revenue rose 8%, driven by 9% software and 8% service segment growth, surpassing guidance.
Software revenue from ADMET Predictor grew 19%, reflecting ongoing strength in discovery applications.
Client base expanded to 297 with an average revenue per client of $124,000 and a renewal rate of 91% for the quarter.
The company is strategically leveraging AI, establishing collaborations with major pharmaceutical firms to embed AI into drug development workflows.
Despite near-term challenges in clinical operations revenue, the firm’s long-term positioning remains focused on durable scientific engines and AI-enhanced biosimulation solutions.

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Sodexo S.A.

SW.PA Q2 2026

Reported: 2026-04-10

Sodexo reports a challenging first half of fiscal 2026 marked by operational adjustments and strategic reforms aimed at restoring growth and execution discipline. Despite market resilience, core underperformance prompts a focus on client-centric growth initiatives and organizational agility.

Key takeaways

Initiated comprehensive leadership restructuring, including reorganization of North America leadership and alignment of incentives toward growth.
Focused on tightening sales discipline with monthly performance reviews and enhanced account management to boost commercial intensity.
Recognized historical underinvestment in essential capabilities such as process, systems, and talent development, now prioritized for future growth.
CEO emphasizes turning organizational focus to client relationships, operational rigor, and disciplined execution as critical growth catalysts.
Near-term outlook remains cautious as strategic changes are implemented to improve performance and capture market opportunities.

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Earnings Recaps

BlackBerry Limited

Byrna Technologies Inc.

Cogeco Inc.

Firan Technology Group Corporation

Jubilee Metals Group PLC

MTY Food Group Inc.

Northern Technologies International Corporation

Richardson Electronics, Ltd.

Simulations Plus, Inc.

Sodexo S.A.

Community

Earnings Recaps

BlackBerry Limited

Byrna Technologies Inc.

Cogeco Inc.

Firan Technology Group Corporation

Jubilee Metals Group PLC

MTY Food Group Inc.

Northern Technologies International Corporation

Richardson Electronics, Ltd.

Simulations Plus, Inc.

Sodexo S.A.

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