Today's Mid Cap Stocks Pulse
Dycom Industries posts record $5.55B revenue, eyes $7B contract pipeline
Dycom Industries reported record fiscal 2026 revenue of $5.55 billion, driven by a $1.46 billion fourth‑quarter haul that rose 34.4% year‑over‑year. The company completed its Power Solutions acquisition, adding a Building Systems segment that contributed $95.8 million in Q4 revenue. Management projected fiscal 2027 contract revenue of $6.85‑$7.15 billion.
Synchrony CFO Flags Momentum in Spending and Credit
Synchrony Financial reported a record $43 billion first‑quarter purchase volume, a 6% year‑over‑year increase, signaling continued consumer reliance on its credit cards despite higher living costs. CFO Brian Wenzel highlighted momentum across purchase volume, new accounts, and stable credit metrics, noting wage growth and tax refunds are offsetting affordability pressures. Non‑prime borrowers remain a key segment, showing resilience as the portfolio shifts toward higher‑quality accounts, while net charge‑offs dropped to 5.42% and delinquency stayed flat. Digital co‑branded programs now generate more than half of volume, and the company projects accelerated receivables growth in the second half of 2026.
Waterstones Owner Plots Bank Appointments Ahead of Potential £2bn Float
Private equity firm Elliott Management is preparing a £2 billion (≈$2.5 billion) initial public offering for its UK bookseller Waterstones on the London Stock Exchange. Goldman Sachs, JPMorgan and Morgan Stanley are among the banks being considered for lead and advisory roles,...
Wed 22 Apr 2026 - Paul Scott's Small/Mid Cap Value Report
On April 22, 2026, equity analyst Paul Scott published his Small/Mid‑Cap Value Report, spotlighting TENG as the headline recommendation. The brief also lists 17 additional tickers—including RKT, ABDN, SNR, and SHOE—spanning sectors such as biotech, industrials, and consumer goods. Scott’s...
Nestle India Shares Rise 3% to 52-Week High on Strong Q4, Target Price Hike
Nestle India posted a strong March‑quarter, with net profit climbing 27% to ₹1,111 crore (≈$134 million) and revenue rising 22.6% to ₹6,748 crore (≈$813 million). The earnings beat sparked a 3% share surge to a 52‑week high of ₹1,424. Brokers responded by raising target...
Early Research Spotlights Celestica’s 35x Stock Surge
Celestica $CLS an AI winner so many probably still do not follow Shares have risen to $400 from $11.50 in 2023. I caught onto it August 2023 around $22/share Nothing beats fundamental research for growing your wealth as an investor And nothing...
Plenti Surpasses $3b Loan Portfolio Goal in Record FY26 Results
Plenti Group (ASX: PLT) beat its $3 billion loan‑portfolio target in January 2026, reaching $3.1 bn (≈$2.0 bn USD) by March‑end. Cash profit before tax surged 117% to $30.8 m (≈$20 m USD) and cash NPAT jumped 97% to $27.3 m (≈$18 m USD). The firm originated...
Morgan Stanley Upgrades Warner Music Group to Overweight, Sets $38 Price Target
Morgan Stanley upgraded Warner Music Group (WMG) to Overweight and raised its price target to $38, according to a Benzinga headline. The move reflects the firm’s bullish outlook on the label’s earnings trajectory and could influence investor sentiment across the...
Taylor Morrison Home Corp (TMHC) Q1 2026 Earnings Call Transcript
Taylor Morrison reported 2025 full‑year results with 12,997 homes delivered, generating roughly $7.8 billion in revenue and a 22.5% gross margin, outperforming most peers. The company reduced spec inventory by 24% year‑over‑year and shifted sales mix toward higher‑margin to‑be‑built homes, while...
Rollins Inc (ROL) Q1 2026 Earnings Call Transcript
Rollins Inc. reported a 12.1% year‑over‑year revenue increase in Q1 2026, driven by double‑digit growth across residential, commercial, and termite services and 7.3% organic expansion. Adjusted EBITDA rose to $231 million, delivering a 23% margin, while operating cash flow jumped 21%...
Masco Corp (MAS) Q1 2026 Earnings Call Transcript
Masco Corp reported Q1 2026 net sales down 2% (3% in local currency) with operating profit of $259 million and a 14.4% margin, while adjusted EPS was $0.82. The plumbing segment posted a 3% sales increase and a 16.3% margin, offset...
RLI Corp (RLI) Q1 2026 Earnings Call Transcript
RLI Corp posted Q1 2026 operating earnings of $0.94 per share and GAAP earnings of $0.99, driven by stronger underwriting, lower storm activity and higher investment income. The combined ratio improved to 82.6, and the company celebrated its 30th consecutive...
Packaging Corp of America (PKG) Q1 2026 Earnings Call Transcript
Packaging Corporation of America reported a fourth‑quarter revenue increase to $2.4 billion and EBITDA of $486 million, driven by strong packaging margins. Core earnings fell slightly because of higher operating costs, reduced legacy mill volumes, and a $0.05 per share loss from...
Globe Life Inc (GL) Q1 2026 Earnings Call Transcript
Globe Life reported first‑quarter net operating income of $259 million, a 10% rise that delivered $3.07 earnings per share, slightly beating internal forecasts. Book value per share excluding AOCI climbed 11% to $87.92, while GAAP return on equity hit 19% and...
Kaiser Aluminum Corp (KALU) Q1 2026 Earnings Call Transcript
Kaiser Aluminum reported full‑year 2024 net sales just over $3 billion, with conversion revenue slipping 1% to $1.46 billion amid modest shipment declines. Adjusted operating income was $100 million and adjusted EBITDA rose to $217 million, representing a 14.9% margin and a 60‑basis‑point improvement....
Graco Inc (GGG) Q1 2026 Earnings Call Transcript
Graco reported $593 million in net sales for the quarter, an 8% increase driven by 4% acquisition growth, 2% currency translation, and 2% organic sales. Adjusted non‑GAAP earnings rose 10% to $0.77 per share, while reported net earnings jumped 22%...
Quantumscape Corp (QS) Q1 2026 Earnings Call Transcript
QuantumScape reported its Q1 2026 earnings, confirming shipment of initial QSE-5 battery samples and a schedule to begin field testing in 2026. The company announced that its next‑generation Cobra ceramic separator process will reach baseline production in Q2, promising an...
First Merchants Corp (FRME) Q1 2026 Earnings Call Transcript
First Merchants Corp reported record 2025 results, posting $19 billion in assets, $13.8 billion in loans and $15.3 billion in deposits. Net income hit $224.1 million and diluted EPS rose 13.8% to $3.88, while the efficiency ratio improved to 54.5% indicating strong operating leverage....
CACI International Inc (CACI) Q3 2026 Earnings Call Transcript
CACI International reported Q2 fiscal 2026 revenue of $2.2 billion, up 5.7% year‑over‑year, and an EBITDA margin of 11.8%, a 70‑basis‑point improvement. The company raised its full‑year guidance, now forecasting $9.3‑$9.5 billion in revenue, 7.8%‑10.1% growth, and at least $725 million in free...
WEX Inc (WEX) Q1 2026 Earnings Call Transcript
WEX reported Q1 2026 revenue of $659.6 million, a 2.1% year‑over‑year decline, while adjusted EPS rose to $3.95, up 1% (8% excluding fuel and FX effects). The Benefits segment led growth with an 8.5% revenue increase, fueled by 6% SaaS...
SEI Investments Co (SEIC) Q1 2026 Earnings Call Transcript
SEI Investments reported an all‑time quarterly EPS of $1.38, up 16% year‑over‑year and 6% sequentially, driven by broad‑based revenue growth across all segments. Private banking delivered $28 million in net sales events, highlighted by two new SaaS mandates, while the Integrated...
Easter, Not Trends, Drove Fleeting Box Office Surge
Early in this month the box office quarter to date was running ahead of any year in history. Apes posited a massive and permanent return to box office glory. Box office is now running behind even last year. $AMC made a...
Liberty Defense Announces Pricing of Its U.S. Initial Public Offering
Liberty Defense Holdings Ltd. priced its U.S. IPO at $4.50 per share, issuing 3,673,638 common shares and pre‑funded warrants for an expected $20 million in gross proceeds. The shares will begin trading on the Nasdaq Capital Market under the ticker DETX...
Atos Group Posts Q1 2026 Results, CEO Confirms Narrowed Organic Growth Target
Atos Group announced Q1 2026 revenue of €7.2 billion (≈$7.8 billion) and confirmed a tighter full‑year organic growth range. CEO Philippe Salle highlighted progress on the Genesis transformation plan, new AI‑focused studios and a threat research centre as the firm navigates a...
Alaska Airlines Reports 1Q Loss, Uncertainty
Alaska Airlines reported a Q1 loss of $193 million, or $1.68 per share, driven by higher fuel costs and disruptions in Puerto Vallarta and Hawaii. Revenue reached $3.3 billion with RASM up 3.5% year‑over‑year and premium demand rising 8%, while international long‑haul...
Avis Budget Group's $CAR Surges 500% in Short Squeeze
Impressive short squeeze in the wild: Avis Budget Group. $CAR is up over 500% over the past month and short volume volatility exceptionally elevated: https://t.co/1tCAmuSfgr
The Quiet Infrastructure Play on Small-Bank Survival
Jack Henry & Associates (JKHY) remains a quiet powerhouse for roughly 7,400 community banks and credit unions, delivering core‑banking, payments and digital‑channel solutions. In fiscal Q2 2025 the company posted $619.3 million revenue, up 7.9% YoY, and net income surged 27.4%...
XPO (XPO) Reported Strong Results in a Challenging Environment
Carillon Tower Advisers’ Q1 2026 investor letter highlighted XPO, Inc. as a standout mid‑cap growth stock. XPO closed April 20 at $228.37, delivering a 22.56% one‑month gain and a 136.85% rise over the past 52 weeks. The logistics firm posted $2 billion in Q4 2025...
Quanta Services (PWR) Gains From Solid Execution
Carillon Eagle Mid Cap Growth Fund highlighted Quanta Services (PWR) as a standout performer in its Q1 2026 letter, noting a 131% gain over the past 52 weeks and a closing price of $604.97. The energy sector surged 45.23% in...
Teradyne (TER) Surged on Investors’ Favour
Carillon Eagle Mid Cap Growth Fund highlighted Teradyne as a top pick in its Q1 2026 investor letter. Teradyne’s shares closed at $1,154.69, up 17.2% in the past month and 426% over the last year, giving the company a $3.1 billion...
Here’s What Putting Pressure on Ares Management (ARES)
Carillon Tower Advisers’ Q1 2026 letter for the Carillon Eagle Mid‑Cap Growth Fund flagged Ares Management Corp. (NYSE:ARES) as a stock under pressure after a wave of retail redemptions hit its private‑credit platform. Despite the headwinds, the fund praised Ares’ diversified...
Cleveland-Cliffs Q1 2026 Earnings Surge on Higher Iron‑Ore Prices, EBITDA Hits $95M
Cleveland-Cliffs posted adjusted EBITDA of $95 million for Q1 2026, a $274 million YoY rise, driven by a $68‑per‑ton price increase and higher shipments. The company flagged an $80 million energy‑cost hit, a 40% Canadian price discount and a $425 million asset‑sale target for the...
CVNA Spikes, First Keltner Channel
CVNA....zero to 60 in...(!) First close back above KC is an exit when in an overall trading range. https://t.co/AHlHgChU24
DFI Retail Group Q1 Underlying Profit From Continuing Businesses up 49%
DFI Retail Group reported a 49% year‑on‑year jump in underlying profit from continuing operations in Q1 2026, driven by lower financing costs and disciplined cost control. Operating profit from the same segment rose 12% as the retailer trimmed expenses and...
OPmobility Reports Small Revenue Drop as Auto Industry Weakens
OPmobility posted a modest 0.4% drop in first‑quarter revenue to €2.83 billion ($3.34 billion), narrowly outpacing the 3.4% global auto‑production decline. The weakness was concentrated in Europe, where sales fell faster than regional vehicle output, while North America and Asia showed relative...
Fermi AI Power Startup’s CEO and CFO Quit, Stock Plummets 20% and Market Cap Slides to $3.4B
Fermi Inc., the AI‑focused power developer backed by former Energy Secretary Rick Perry, announced the abrupt resignations of CEO Toby Neugebauer and CFO Miles Everson. Shares tumbled about 20%, wiping roughly $1 billion off the market value, now around $3.4 billion. The...
NEXTDC Launches A$2.2 Bn ($1.45 Bn) Capital Plan, A$1.5 Bn Equity Raise
NEXTDC halted trading on Monday to unveil a A$2.2 bn ($1.45 bn) capital plan anchored by a fully underwritten A$1.5 bn ($990 m) equity entitlement offer and a A$700 m ($462 m) expansion of its hybrid securities programme. The raise is aimed at accelerating the S4...
Quest Diagnostics Inc (DGX) Q1 2026 Earnings Call Transcript
Quest Diagnostics reported Q1 2026 revenue of $2.81 billion, a 7.1% year‑over‑year increase, driven by strong physician, hospital and consumer channels. Advanced diagnostics and the questhealth.com platform delivered double‑digit growth, with the consumer platform reaching a $100 million run rate. Strategic collaborations,...
Sonoco Products Co (SON) Q1 2026 Earnings Call Transcript
Sonoco Products reported record first‑quarter net sales of $1.7 billion, up 31% year‑over‑year, and adjusted EBITDA of $338 million, a 38% increase that lifted the margin to 16.6%. The company completed the sale of its thermoformed and flexible packaging business for $1.8 billion,...
Range Resources Corp (RRC) Q1 2026 Earnings Call Transcript
Range Resources reported Q1 2026 guidance of 2.35‑2.4 Bcfe per day, backed by a $650‑$700 million capital plan focused on maintenance and modest growth. The company generated over $650 million of free cash flow in 2025, benefitting from a $0.17 per Mcfe...
Equity LifeStyle Properties Inc (ELS) Q1 2026 Earnings Call Transcript
Equity LifeStyle Properties (LSI) reported Q1 FY2026 revenue of $157 million, a 14% year‑over‑year increase with organic sales up 7%. Adjusted EBITDA reached $15.7 million, delivering a 10% margin, while adjusted EPS rose 19% to $0.31. Both Lighting and Display Solutions segments...
Valmont Industries Inc (VMI) Q1 2026 Earnings Call Transcript
Valmont Industries reported Q1 2026 net sales of $359.3 million, up 2.6% year‑over‑year, driven by the Intex acquisition and new business wins, while the Canadian segment fell 18.7%. Adjusted EBITDA rose 4.2% to $54.5 million, with margins improving to 15.2%....
EQT Corp (EQT) Q1 2026 Earnings Call Transcript
EQT Corporation reported a record $2.5 billion free cash flow for 2025, driven by strong base production, 13% lower well‑cost per lateral foot, and a $200 million uplift from marketing optimization. Compression projects delivered a 15% production boost, while lease operating expenses...
Annaly Capital Management Inc (NLY) Q1 2026 Earnings Call Transcript
Annaly Capital Management reported an 8.6% economic return for Q1 2026 and a 20.2% return for the year, driven by investment gains and tighter spreads. Book value per share rose 5% to $20.21, while leverage fell to a historically low...
Genuine Parts Co (GPC) Q1 2026 Earnings Call Transcript
Edgewell Personal Care closed its $1.2 billion sale of the feminine‑care business to Essity, removing roughly $44 million of adjusted EBITDA and a $0.44 hit to adjusted EPS. Q1 organic net sales slipped 0.5%, with North America flat and international down 1.6%...
Zurn Elkay Water Solutions Corp (ZWS) Q1 2026 Earnings Call Transcript
Zurn Elkay Water Solutions reported Q4 2025 revenue of $407 million, a 10% organic increase, and adjusted EBITDA of $104 million, lifting the margin to 25.6% after a 100‑basis‑point expansion. Free cash flow reached $317 million for the year, up 17%, while net...
Gouverneur Bancorp Inc (GOVB) Q2 2026 Earnings Call Transcript
Glacier Bancorp (GOVB) reported a record $32 billion in assets after two $4.7 billion acquisitions, driving a 26% rise in annual net income to $239 million. Net interest margin expanded to 3.58% and the bank aims to reach a 4% NIM by the...
Onto's Rigaku Stake Raises Valuation Risk, Trim Suggested
Onto buys 27% of Rigaku for $710M, bolstering X‑ray/CD‑SAXS tie‑up; strong cash but 105x P/E flags valuation risk. Trading insight: trim ONTO on strength; watch execution. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Ally Financial Q1 Earnings Beat Fuels 8% Stock Surge
Ally Financial reported adjusted earnings per share of $1.11, up 90% year‑over‑year, and core ROTCE of 11.1%, beating analyst expectations. The earnings beat lifted the stock 8% even as adjusted net revenue missed consensus, underscoring the market’s focus on profitability...
SoFi Shares Plunge in 2026 After 70% Rally in 2025
SoFi Technologies' stock, which surged 70% in 2025, has slumped sharply in early 2026 amid a Muddy Waters short‑seller report alleging $312 million of unrecorded debt and inflated earnings. The fintech's Q1 earnings on April 29 could determine whether the decline is...
From $125k Loan to $12B Franchise Empire
Jersey Mike’s founder Peter Cancro sold majority of sub chain to Blackstone for $8B in 2024. In 2025, Wingstop's former CEO took top job and has filed to go public. Details on Cancro skipping college and turning $125k loan into...