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.
Super Micro (SMCI) Profits Skyrocket 343%, Shares Soar
Super Micro Computer posted a 343% jump in third‑quarter FY2026 net income to $483 million, while revenue more than doubled to $10.2 billion. The earnings beat sent the stock up 24.5% to $34.66. CEO Charles Liang highlighted the company’s transition to a full‑stack datacenter infrastructure provider and the opening of a new Silicon Valley manufacturing plant to meet AI‑driven demand. The firm now projects FY2026 sales of $38.9‑$40.4 billion, implying roughly 80% top‑line growth.
Geo Group (GEO) Surges 21% as Profits Nearly Double, Outlook ‘Optimistic’
Geo Group reported a near‑doubling of Q1 net income, climbing 96% to $38.3 million, while revenue rose 16% to $705 million. The company lifted its full‑year net income forecast to $153‑$166 million, still below last year’s $257 million but above prior guidance. Management highlighted...
Joby Aviation (JOBY) Climbs 21% on Strong Revenues
Joby Aviation’s shares jumped 21% after the company posted its first‑quarter revenue of $24.2 million, a stark rise from zero a year earlier. The net loss widened to $109.9 million, driven by a $95 million increase in operating expenses as the firm expands....
Flat Guidance Crushes Growth Stock Valuations Despite Earnings Beat
What is a "sell on beat" and why does it happen? Look at $SOFI last week. They crushed Q1 revenue estimates. They beat member growth estimates. Stock drops 15%. Markets do not care about what you just did. They care about what you will...
The IPO Buzz: HawkEye 360 (HAWK) Prices IPO at $26 – Top of Its Range
Defense contractor HawkEye 360 priced its IPO at the top of the $24‑$26 range, selling 16 million shares for $416 million and achieving a $2.42 billion market valuation. The company operates a constellation of over 30 satellites that provide signal‑processing services, with U.S....
Leggett & Platt Inc (LEG) Q1 2026 Earnings Call Transcript
Leggett & Platt reported fourth‑quarter sales of $939 million, an 11% decline, and full‑year revenue of $4.05 billion, down 7%. The 2025 restructuring plan exceeded expectations, delivering a $70 million EBIT run‑rate benefit at lower cost and reducing net debt by $376 million, bringing...
Avient Corp (AVNT) Q1 2026 Earnings Call Transcript
Avient Corp reported adjusted EPS of $0.83 for Q1 2026, modestly ahead of internal expectations, while sales tracked roughly in line with forecasts. The company expanded its adjusted EBITDA margin by 20 basis points despite raw material price hikes of...
Middleby Corp (MIDD) Q1 2026 Earnings Call Transcript
Middleby Corp completed the sale of a 51% stake in its Residential Kitchen segment, generating roughly $565 million in cash and retaining a 49% interest. The company used proceeds and existing cash to repurchase 6.6 million shares for about $960 million, cutting the...
Rocket Companies Inc (RKT) Q1 2026 Earnings Call Transcript
Rocket Companies posted adjusted revenue of $2.822 billion in Q1 2026, surpassing the high end of guidance, and saw adjusted EBITDA rise to $738 million, expanding margin to 26 percent. Net rate‑lock volume grew 19 percent to $49 billion, while servicing fees exceeded $1 billion, highlighting...
MDU Resources Group Inc (MDU) Q1 2026 Earnings Call Transcript
MDU Resources reported Q1 2026 net income of $80.8 million, or $0.39 per share, with a modest $0.03 EPS hit from milder weather. The Bakken East pipeline open season attracted 1.4 bcf/d of interest and 40% of capacity is already under signed...
Toast Inc (TOST) Q1 2026 Earnings Call Transcript
Toast Inc. posted a strong Q1 2026, with recurring gross profit streams rising 27% and GAAP operating income margin expanding to 21%, the first time above the 20% threshold. Net new locations grew by 7,000, pushing total live sites to...
Walker & Dunlop Inc (WD) Q1 2026 Earnings Call Transcript
Walker & Dunlop reported a blockbuster first quarter, with total transaction volume surging 94% to $13.7 billion and revenues climbing 27% to $301 million. Diluted EPS exploded 475% to $0.46, driven by debt originations that more than doubled to $11.8 billion, led by...
Alarm.com Holdings Inc (ALRM) Q1 2026 Earnings Call Transcript
Alarm.com reported Q1 2026 revenue of $265.2 million, up 11% YoY, driven by 10.8% growth in SaaS and license revenue to $181.5 million and 11.5% growth in hardware. The company posted adjusted EBITDA of $49.6 million with an 18.7% margin and generated $49.7 million...
Hertz Global Holdings Inc (HTZ) Q1 2026 Earnings Call Transcript
Hertz Global Holdings reported Q1 2026 revenue of $2.0 billion, an 11% year‑over‑year increase and its strongest quarterly growth in three years. Adjusted corporate EBITDA rose by $141 million, cutting the loss to negative $161 million and improving margin by 860 basis points....
Olin Corp (OLN) Q1 2026 Earnings Call Transcript
Olin Corp reported a $86 million adjusted EBITDA in Q1 2026 and guided Q2 adjusted EBITDA to $160‑200 million, reflecting a sequential earnings boost. The company highlighted $1.3 billion of liquidity after amending its credit facilities to extend covenant flexibility through late 2027....
Planet Fitness Inc (PLNT) Q1 2026 Earnings Call Transcript
Planet Fitness reported Q1 2026 net new membership of over 700,000, falling short of internal targets despite a 3.5% same‑club sales increase driven largely by rate growth. Adjusted EBITDA rose 20% to $140 million, though margin slipped to 41.5%, while total...
Trex Company Inc (TREX) Q1 2026 Earnings Call Transcript
Trex reported Q1 2026 net sales of $343 million, a modest 1% year‑over‑year increase, while gross margin rose to 40.5%, beating internal forecasts by 100 basis points. Adjusted EBITDA reached $103 million, up 2%, and free cash flow improved nearly 40% despite...
Guardant Health Inc (GH) Q1 2026 Earnings Call Transcript
Guardant Health reported Q1 2026 revenue of $302 million, a 48% year‑over‑year increase and the fastest annual growth in five years. Oncology revenue rose 36% to $205 million, driven by 86,000 tests—a 47% volume jump—while its Shield screening test generated $42 million from...
TSS Inc (TSSI) Q1 2026 Earnings Call Transcript
Total System Services (TSYS) reported a solid Q1 2019 performance, with total GAAP revenue of $1.03 billion, a 4.8% year‑over‑year increase, and adjusted EBITDA margin expanding 108 basis points to 36.4%. Net revenue rose across all three segments, highlighted by an...
ESAB Corp (ESAB) Q1 2026 Earnings Call Transcript
ESAB Corp reported record Q1 2026 results, with total core sales of $715 million, a 10% year‑over‑year increase, and adjusted EBITDA of $136 million, up 6% and delivering a 19% margin. The company highlighted strong performance from recent acquisitions, notably EWM and...
NCR Voyix Corp (VYX) Q1 2026 Earnings Call Transcript
NCR Voyix Corp reported flat total revenue of $606 million in Q1 2026, while recurring software and services revenues each grew 4%. Adjusted EBITDA rose 5% to $78 million, and non‑GAAP EPS increased 25% to $0.10 per share despite a GAAP loss driven...
Paylocity Holding Corp (PCTY) Q3 2026 Earnings Call Transcript
Paylocity reported Q3 fiscal 2026 revenue of $10.3 billion, up 10.5% year‑over‑year, and recurring revenue grew 11.6% to $469.9 million, surpassing the top end of guidance. Adjusted EBITDA reached $220.2 million with a 43.8% margin, beating expectations by $16.2 million, while free cash flow...
Sabre Corp (SABR) Q1 2026 Earnings Call Transcript
Sabre Corp reported Q1 2026 revenue of $760 million, an 8% year‑over‑year increase, with Marketplace and Airline Technology both contributing to growth. Normalized adjusted EBITDA climbed 21% to $169 million, expanding margin to 22.2%, while free cash flow turned negative $155 million because...
Kontoor Brands Inc (KTB) Q1 2026 Earnings Call Transcript
Kontoor Brands reported record full‑year revenue, up 18% to a projected $3.4‑$3.45 billion, driven by strong Wrangler performance and the Helly Hansen acquisition. Adjusted operating earnings rose more than 20% and cash from operations exceeded $450 million, supporting debt repayment, share repurchases...
Eastman Kodak Co (KODK) Q1 2026 Earnings Call Transcript
Eastman Kodak reported Q1 2026 results, posting $290 million revenue, a 9% increase, and a gross margin of 23%. Operational EBITDA jumped 144% to $22 million, while adjusted net loss narrowed to $12 million. A $1.023 billion pension‑reversion transaction delivered $870 million net proceeds, enabling...
Mitek Systems Inc (MITK) Q2 2026 Earnings Call Transcript
Mitek Systems reported fiscal 2025 total revenue of $180 million, with Q4 revenue of $44.8 million, up 4% year‑over‑year. SaaS revenue accelerated to 21% annual growth, now representing 43% of total revenue, and adjusted EBITDA reached $54 million, delivering a 30% margin. The...
ACM Research Inc (ACMR) Q1 2026 Earnings Call Transcript
ACM Research reported Q1 2026 revenue of $231.3 million, up 34 percent year‑over‑year, and shipments of $240.7 million, up 53.6 percent. Growth was driven by a tripling of electro‑chemical plating (ECP) revenue and strong advanced‑packaging sales, while gross margin reached 46.5 percent, above the midpoint...
Kelly Services Inc (KELYA) Q1 2026 Earnings Call Transcript
Kelly Services reported Q1 2021 revenue of $1.2 billion, a 4.4% decline year‑over‑year, while all operating segments returned to profitability. The company highlighted strong performance in its OCG, Education, and International units, with OCG revenue up 8% YoY. Kelly completed its...
Tripadvisor Inc (TRIP) Q1 2026 Earnings Call Transcript
Tripadvisor reported Q1 2026 consolidated revenue of $382 million, a 4% decline but in line with internal guidance, while adjusted EBITDA of $22 million beat forecasts. The Experiences segment saw bookings grow 11% and conversion improve over 20% despite macro‑related...
Restaurants Really Don’t Want to Sell Fake Meat — and Beyond Meat Is Suffering
Beyond Meat, now rebranding as Beyond The Plant Protein Co., warned that second‑quarter sales will fall between $60 million and $65 million, below analysts’ $67 million estimate. The forecast triggered a more than 15% after‑hours drop in its shares, extending a 12‑month decline...
Bumble's Q1 Woes Mask 30% Earnings Yield
I wrote an update on Bumble after Q1. Still a messy setup: users are down, the stock is hated, and the new loan is expensive. But bumble remains highly cash generative and I get to a near 30% owner earnings...
AppLovin Q1 Revenue Jumps 59%, Net Income Surges 67%
AppLovin $APP released its Q1 2026 earnings: revenue of $1.842 BN (+59% y/y), Net Income from continuing operations of $1.206 BN (+67% y/y), Q2 revenue guidance of $1.915 BN - $1.945 BN.
Freshworks Beats Q1 2026 Forecast, Posts 16% Revenue Rise and 27% EX ARR Growth
Freshworks (NASDAQ:FRSH) posted Q1 2026 revenue of $228.6 million, up 16% year‑over‑year, and saw employee‑experience ARR jump 27% to over $540 million. The results beat internal expectations, driven by strong mid‑market wins, AI‑enhanced offerings and a 106% net dollar retention rate.
Onsemi Q1 2026 Revenue $1.513 Billion, Core Metrics Beat Expectations
onsemi reported Q1 2026 revenue of $1.513 billion, topping the midpoint of its guidance, with GAAP and non‑GAAP gross margins steady at 38.5%. GAAP operating margin fell to 3.5% while non‑GAAP margin held at 19.1%, and diluted EPS was $0.08 GAAP...
Sensata Technologies' Q1 Sales Reach $934.8 Million, Up 2.6% Year-on-Year
Sensata Technologies reported first‑quarter 2025 sales of $934.8 million, a 2.6% year‑on‑year increase, while adjusted operating income reached $174 million, delivering an 18.6% margin. Free cash flow stood at $104.6 million, leaving the company with $635.1 million in cash reserves. Although full‑year revenue slipped...
UWM Posts Strong Q1 in the Midst of Two Harbors Battle
UWM Holdings reported a strong first‑quarter, posting GAAP net earnings of $170.4 million, a turnaround from a $247 million loss a year earlier. Adjusted EBITDA slipped to $160.9 million, reflecting lower quarterly earnings despite solid loan‑originations of roughly $45 billion. The company is accelerating...
This AI Stock Was Left for Dead. Now Traders Are Betting Big on a Comeback
Super Micro Computer (SMCI), a data‑center server maker, saw its stock rise 15% after earnings, though it remains 49% below last year’s peak. Options traders are heavily bullish, with call volume about five times puts and call premiums accounting for...
Colliers International Posts $1.31B Q1 Revenue, Boosts EBITDA 8% Amid CRE Resilience
Colliers International announced first‑quarter 2026 revenue of $1.31 bn, up 15% year‑over‑year, and adjusted EBITDA of $124.8 m, an 8% increase. The results highlight durable growth across its diversified CRE services and a $400 m debt raise to fund the pending Ayesa Engineering...
Paytm Reports Rs 2,264 Cr Revenue and Rs 183 Cr Profit in Q4 FY26
Paytm (One97 Communications) posted Q4 FY26 revenue of ₹2,264 cr ($273 m), an 18% year‑on‑year increase, and turned a profit of ₹183 cr ($22 m) after a loss in the same quarter last year. Full‑year FY26 revenue rose 22% to ₹8,437 cr ($1.02 bn) and the...
Supermicro Announces 3rd Quarter Fiscal Year 2026 Financial Results
Supermicro reported third‑quarter FY2026 revenue of $10.2 billion, a sharp rise from $4.6 billion a year earlier but down from $12.7 billion in Q2. Gross margin expanded to 9.9% and net income jumped to $483 million, reflecting a turnaround in its datacenter‑building‑block business. The...
Super Micro Computer Stock Explodes After Bullish Forecast
Super Micro Computer (SMCI) shares jumped 16.1% to $32.32 after the company issued a stronger‑than‑expected fourth‑quarter revenue outlook. Adjusted third‑quarter earnings beat estimates at $0.84 per share, though revenue fell short because of delayed cloud‑deployment infrastructure. Five analysts raised price...
DigitalOcean’s AI Surge: How Far Can This Rally Go?
DigitalOcean (DOCN) posted a strong Q1, with revenue up more than 22% year‑over‑year and AI‑related annual recurring revenue (ARR) soaring 221%. Large‑client ARR jumped 180%, and the company lifted its guidance to at least 50% revenue growth for the next...
Edgewell Beats Estimates, Warn of Inflation Pressure
Edgewell Personal Care posted second‑quarter net sales of $519.5 million, up 0.6% and ahead of the $516.4 million consensus, while adjusted earnings per share topped analyst forecasts. Grooming brand Cremo led growth with a 6.3% increase, but adjusted gross margin slipped 310...
Meesho Posts Rs 3,531 Cr Revenue in Q4 FY26; Losses Trim 88%
Meesho reported Q4 FY26 revenue of ₹3,531 crore (≈$425 million), a 47% year‑on‑year increase, while total income reached ₹3,647 crore (≈$440 million) including other income. Quarterly losses shrank dramatically to ₹166 crore (≈$20 million), an 88% reduction from the same period a year earlier. For the...
PB Fintech Reports Rs 2,061 Cr Revenue in Q4 FY26; Profit Rises 54%
PB Fintech reported Q4 FY26 operating revenue of Rs 2,061 cr (~$251 m), up 37% year‑on‑year, driven largely by its PolicyBazaar platform. Net profit rose 54% to Rs 261 cr (~$3.2 m) as insurance‑broking revenue reached Rs 1,901 cr (~$23 m), representing 92% of total earnings....
Joby Publishes Q1 2026 Results – “USD2.5 Billion in Cash and Operations Start This Year”
Joby Aviation reported Q1 2026 results, ending the quarter with $2.5 billion in cash, $24 million in revenue and a $110 million net loss. Operating expenses rose to $258 million, driven by higher R&D, SG&A and stock‑based compensation. The company achieved key certification milestones, including...
Coforge Surges 8% as Strong Q4 Margins and Analyst Upgrades Lift Sentiment
Coforge Limited’s shares jumped over 8% after the company posted a record‑high Q4 FY26 EBIT margin of 16.6% and a 30% year‑on‑year revenue increase to ₹4,450 crore (about $536 million). Adjusted profit after tax rose 145% sequentially to ₹612 crore, boosted by a...
Wed 6 May 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott released his weekly Small/Mid‑Cap Value Report on May 6, 2026. The edition provides in‑depth coverage of four stocks—ELCO, HSW, TRN and BBSN—while offering brief commentary on a further 15 tickers. The analysis emphasizes valuation metrics, cash‑flow generation, and sector positioning...
Edgewell Personal Care Co (EPC) Q2 2026 Earnings Call Transcript
Edgewell Personal Care closed its sale of the feminine‑care business to Essity on February 2, 2026, stripping a non‑core segment and trimming adjusted EPS by roughly $0.44 per share. Organic net sales slipped 0.5% as Sun and Skin Care drove an 8%...
Geo Group Inc (GEO) Q1 2026 Earnings Call Transcript
The GEO Group reported Q1 2024 revenue of $606 million, a 7% year‑over‑year increase, and GAAP net income of $23 million. Adjusted EBITDA reached $118 million, with owned/leased facilities up 7%, managed‑only revenues up 14% and non‑residential services up 19%...