Chewy, Inc.

CHWY Q2 2026

Reported: 2026-09-11

Chewy’s shares fell 9.4% after earnings, indicating investors were disappointed by the still-pressured consumer and pet-market backdrop despite management’s positive framing. Q2 sales landed at the high end of guidance and profitability benefited from timing and discrete items, but the call did not signal a meaningful recovery in demand.

Key takeaways

Q2 net sales increased 7.3% year over year to $3.33 billion, at the high end of guidance; organic sales excluding SmartPak and Modern Animal rose 5.7%.
Active customers grew 3.8% to 21.7 million, while sales per active customer reached $602. Autoship sales grew 9.3% and represented 84.6% of total sales.
Adjusted EBITDA margin was 6.8%, with upside driven largely by timing and discrete benefits; management also cited ongoing gains from mix, sponsored ads, automation, and productivity.
Management said the pressured consumer environment had stabilized but had not meaningfully recovered, a cautious demand backdrop that likely weighed on the stock.
Chewy highlighted triple-digit revenue growth in its clinic portfolio, triple-digit unit growth in fresh and frozen, and better-than-expected performance from Modern Animal and SmartPak, though these newer initiatives remain part of the longer-term growth case.

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Contango Ore, Inc.

CTGO Q4 2026

Reported: 2026-09-11

Contango Silver & Gold shares fell 5.6% after earnings, suggesting investors focused less on the execution update and more on the lack of near-term production visibility and reliance on future milestones. Management highlighted strong field-season execution, but key value drivers—including the Lucky Shot resource estimate and Johnson Tract tunnel—remain ahead, while Manh Choh’s production benefits are largely expected next year.

Key takeaways

The company completed nearly 70,000 meters of drilling across its two main projects, including more than 50,000 meters at Kitsault versus an initial 40,000-meter plan.
At Manh Choh, oxygen-plant modifications for higher-sulfide South Pit ore are operating; recoveries are expected in the 80% to low-90% range depending on sulfur content.
Management is guiding toward 75,000 ounces of Manh Choh production next year, with all-in sustaining costs of approximately $1,200–$1,300 per ounce.
Lucky Shot underground development and exploration drilling remain on schedule, with a mineral resource estimate expected in the first half of next year; roughly 1,100 meters of drilling is planned for the KM vein.
Johnson Tract’s road and laydown area work exceeded plan, but tunnel construction and infill drilling are deferred to next year; permitting for the tunnel is described as substantially complete.

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Industria de Diseno Textil, S.A.

ITX.MC Q2 2026

Reported: 2026-09-11

Inditex shares fell 3.4% after earnings, indicating investors were disappointed despite reported growth, likely reflecting concern that profitability is not accelerating: first-half sales rose 7.6% and net income 6.8%, while EBITDA growth came with a broadly stable margin. The 9% constant-currency trading update into early September provides support, but did not offset the market’s focus on slower earnings growth and limited margin expansion.

Key takeaways

First-half sales increased 7.6% to €19.8 billion, or 9.2% in constant currency.
Net income rose 6.8% to €3 billion, implying earnings growth lagged reported constant-currency sales growth.
Management described EBITDA growth with a broadly stable margin, suggesting no meaningful operating-margin expansion in the period.
Store and online sales grew 9% in constant currency between August 1 and September 7, offering a constructive early second-half indicator.
Inditex ended the period with more than €10 billion of net cash and operates across eight concepts, 98 physical markets and 215 online markets.

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Optical Cable Corporation

OCC Q3 2026

Reported: 2026-09-11

OCC’s shares rose 4.2% after the company reported stronger quarterly profitability, with revenue up 22% and gross margin expanding to 37.4%. The positive reaction reflects improving operating leverage and continued demand across enterprise, data center, and specialty markets, though the company provided limited explicit forward guidance.

Key takeaways

Third-quarter net sales increased 22% year over year to $24.3 million; nine-month sales rose 18.3% to $62.9 million.
Gross profit grew 43.9% to $9.1 million, while gross margin expanded to 37.4% from 31.7%, driven primarily by higher volumes and manufacturing leverage.
Net income increased to $1.9 million, or $0.21 per diluted share, versus $302,000, or $0.04 per share, in the prior-year quarter.
SG&A rose to $7.0 million, but remained broadly stable as a percentage of sales at 28.7% versus 28.8% a year earlier; nine-month SG&A leverage improved to 29.9% from 31.8%.
Backlog and forward load reached $13.5 million at quarter-end, up from $7.3 million at the end of the prior fiscal year, with demand strength concentrated in enterprise, data center, and specialty markets.

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Perma-Pipe International Holdings, Inc.

PPIH Q2 2026

Reported: 2026-09-11

Perma-Pipe delivered higher second-quarter sales and earnings, but the roughly flat market reaction (+0.9%) suggests investors viewed the update as broadly in line rather than a clear upside surprise. Results included a $3.9 million uncollectible receivables charge, partly offset by a $1.6 million tax benefit.

Key takeaways

Net sales increased 24% year over year to $59.6 million.
Net income attributable to common stock rose to $2.5 million, or approximately $0.31 per diluted share, versus $0.9 million, or $0.10 per share, in the prior-year quarter.
Backlog reached $142.3 million at quarter-end, up from $121.6 million at the end of fiscal 2025.
The quarter included a $3.9 million charge tied to an uncollectible accounts receivable balance; a related $1.6 million tax benefit partially offset the impact.
The Ohio facility became operational and ramped production, while the Qatar facility also ramped production to support North American and MENA growth.

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Sun Hung Kai Properties Limited

SUHJY Q4 2026

Reported: 2026-09-11

The stock was broadly flat after earnings, down 0.6%, reflecting a mixed but largely steady result rather than a clear upside surprise. Profit growth and stronger Hong Kong development margins were offset by weaker Mainland development contribution, declining other-business profits, and continued unevenness in office leasing.

Key takeaways

Underlying profit rose 4.6% year-on-year to HK$22.9 billion, while reported profit increased 11.1% to HK$21.4 billion; the proposed full-year dividend rose 4.6% to HK$3.91 per share.
Hong Kong property development was the main profit driver: recognized profit rose 44% to HK$4.6 billion, with the development margin improving to 11%; HK$22.8 billion of contracted sales remains to be recognized, including approximately HK$21 billion in FY2027.
Recurring rental income was broadly stable: Hong Kong net rental income declined 1%, while Mainland rental income increased 6%; Hong Kong occupancy was 92% overall, with retail occupancy at 95% and office occupancy at 90%.
Mainland property development remained a drag, with operating profit of HK$3.7 billion despite recognized sales rising to about HK$10 billion; only HK$0.8 billion of contracted sales remains to be recognized.
Balance-sheet metrics improved materially: net debt fell to HK$67.6 billion, gearing declined to 10.7% from 13.5% in December, and net finance costs fell 33% year-on-year.

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Transcontinental Inc.

TCL-A.TO Q3 2026

Reported: 2026-09-11

TC Transcontinental’s shares fell 7.3% after earnings, suggesting investors were disappointed by the quality and outlook of the improvement despite management’s confidence in meeting its fiscal 2026 EBITDA outlook. Lower traditional printing volumes, weaker cash flow, and a decline in Books and Education profitability offset acquisition-led growth and likely raised concerns about underlying momentum.

Key takeaways

Q3 revenue increased 3.8% year over year, while adjusted EBITDA rose 4.1% to $60.9 million; management reiterated expectations for fiscal 2026 adjusted EBITDA to be in line with the prior year.
Retail Services and Printing revenue grew 7.1% to $233.3 million, but adjusted EBITDA increased only 2.3% to $49.4 million, constrained by lower volumes in traditional flyer printing.
ISM and Specialty revenue rose 38% to $99.7 million, including approximately 7% organic growth; acquisitions and cost reductions were the primary contributors to sector profitability growth.
Books and Education revenue declined 5.7% to $73.1 million, with adjusted EBITDA down $1.1 million to $20.5 million. Management attributed the weakness to order timing and expects recovery in Q4.
Operating cash flow fell to $25 million from $36.5 million, although real-estate sales reduced net leverage to 2.06x from 2.14x; management expects leverage of approximately 1.75x by fiscal year-end.

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Earnings Recaps

Chewy, Inc.

Contango Ore, Inc.

Industria de Diseno Textil, S.A.

Optical Cable Corporation

Perma-Pipe International Holdings, Inc.

Sun Hung Kai Properties Limited

Transcontinental Inc.

Community

Earnings Recaps

Chewy, Inc.

Contango Ore, Inc.

Industria de Diseno Textil, S.A.

Optical Cable Corporation

Perma-Pipe International Holdings, Inc.

Sun Hung Kai Properties Limited

Transcontinental Inc.

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