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.
Deluxe Corp (DLX) Q1 2026 Earnings Call Transcript
Deluxe Corp reported FY 2025 revenue of $2.13 billion, up 0.5% YoY, with adjusted EBITDA of $431.5 million and a 20.2% margin, marking a 6% profit expansion. Free cash flow reached $175 million, hitting the 2026 target a year early, while net debt fell $76 million, lowering leverage to 3.2x. Payments and data now represent 47% of revenue, up from 43%, positioning the company to achieve revenue parity with its legacy print segment in 2026. The firm reaffirmed its 2026 guidance, upgraded credit ratings and declared a $0.30 dividend, underscoring financial resilience.
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%...
Kennametal Inc (KMT) Q3 2026 Earnings Call Transcript
Kennametal reported a 3% organic sales increase in Q3 2026, its first organic growth in eight quarters, and adjusted EPS rose to $0.34. Margin expansion to a 15.3% adjusted EBITDA margin was driven by price actions, tariff surcharges, and $8 million...
Borgwarner Inc (BWA) Q1 2026 Earnings Call Transcript
BorgWarner reported $14.3 billion in net sales for 2025, a modest $200 million increase driven by 23% growth in light‑vehicle e‑product sales. Adjusted operating margin rose to 10.7% and adjusted EPS grew 14% YoY, while free cash flow exceeded $1.2 billion, up 66%,...
Bloomin' Brands Inc (BLMN) Q1 2026 Earnings Call Transcript
Bloomin' Brands reported Q1 2022 revenue of $1.14 billion, a 15.5% increase year‑over‑year, and adjusted EPS of $0.80, up 11%. Comparable restaurant sales rose 14% driven by higher pricing, mix and traffic, while off‑premises digital orders accounted for 79% of U.S....
Astec Industries Inc (ASTE) Q1 2026 Earnings Call Transcript
Astec Industries reported record Q4 net sales of $400.6 million and an 8.1% full‑year sales increase, driven by organic growth and the recent TerraSource and CWMF acquisitions. Adjusted EBITDA rose to $44.7 million for the quarter and $140.7 million for the year, lifting...
Super Micro Stock Jumps 18% on Guidance Beat as Revenue More than Doubles
Super Micro Computer’s shares surged 18% in after‑hours trading after the company posted adjusted earnings of $0.84 per share, topping the $0.62 consensus, despite revenue of $10.24 billion missing the $12.33 billion estimate. Revenue more than doubled year‑over‑year, climbing 123% as AI‑focused...
AI Cuts Freshworks Workforce, Pressures Margins
AI-driven shift: Freshworks cuts 11% (~500) as automation writes >50% of code; shares -8% AH. Macro: AI compresses legacy software demand. Risk: margin pressure, disruptive AI entrants. Trade: trim FRSH longs; watch Q2. ⚠️ — Viktor Kopylov, PhD, CFA More insights:...
Pan American Silver Reports First Quarter 2026 Financial Results; Strong Mine Operating Earnings Lead to Record Cash Balance and an...
Pan American Silver reported Q1 2026 results, generating $488 million in free cash flow and a record $1.8 billion cash balance. Revenue reached $1.2 billion, with net earnings of $456 million and attributable silver production of 6.44 million ounces. The board approved an enhanced shareholder return...
Coty Reinstates Annual Profit Target, Warns of Middle East Challenges
Coty reinstated its 2026 adjusted earnings‑per‑share target at 33‑35 cents, outpacing the 27‑cent consensus, after a February pull‑back of its outlook. The beauty group posted a Q3 net loss of $411.4 million and adjusted loss of 3 cents per share, while revenue edged...
First Look: GXO Logistics Posts Q1 Double-Digit Revenue Growth
GXO Logistics kicked off 2026 with first‑quarter revenue of $3.3 billion, up 10.8 % YoY, and a swing back to profitability, posting a $5 million net income after a $95 million loss a year earlier. Adjusted EBITDA rose 22.7 % to $200 million and adjusted EPS...
AI Data Center Stock Crashes On Earnings, But Two Others Top Views
Primoris reported a 40% year‑over‑year drop in adjusted EPS to $0.59 and a 5.4% revenue decline to $1.6 billion, prompting a 31% plunge in its shares and a full‑year outlook below consensus. In contrast, Everus Construction posted a 58% EPS surge...
Super Micro’s Stock Surges as Wall Street Cheers a Margin Recovery
Super Micro Computer posted a fiscal third‑quarter that missed revenue estimates but beat profit expectations, prompting an 18% surge in its shares during after‑hours trading. The revenue shortfall reflected a brief slowdown in data‑center orders, yet earnings per share topped...
Lucid Misses Revenue Expectations After Delivery Disruptions
Lucid Group reported first‑quarter revenue of $282.5 million, well below the $389.2 million analysts expected. A seat‑supplier quality problem halted Gravity SUV deliveries for 29 days in February, limiting deliveries to 3,093 vehicles despite producing 5,500. The automaker reaffirmed its 2025 production...
Astera Labs Delivers Hefty Beat-And-Raise First-Quarter Report
Astera Labs reported first‑quarter earnings of 61 cents per share on $308.4 million revenue, surpassing analysts’ expectations of 54 cents and $292.2 million. Year‑over‑year, earnings rose 85% and sales jumped 93%, underscoring rapid adoption of its AI‑focused connectivity solutions. The company raised...
Lumentum Earnings Top Estimates, Revenue Light Amid AI Data Center Boom
Lumentum Holdings reported fiscal Q3 earnings that beat estimates, with adjusted EPS soaring 315% to $2.37 and revenue jumping 91% to $808.4 million, driven by AI data‑center demand. The company’s guidance for the next quarter projects $980 million in revenue and $2.95...
Arcosa Inc Stock Hits All-Time High of 131.06 USD
Arcosa Inc. shares surged to an all‑time high of $131.06, with the stock trading just below that level at $130.98 and a market value of $6.42 billion. The stock has climbed 52.05% over the past year, reflecting strong investor confidence. In...
A Sirius Rise In Value For iHeartMedia Stock
iHeartMedia shares surged to $6.39 on March 20, the highest level since February 2023, after media reports hinted at merger discussions with SiriusXM. The rally follows a sharp rebound from a low of $2.49 earlier in the day and precedes...
Strength in the Air and Weakness in Ocean Mark Expeditors’ Strong 1Q
Expeditors International posted a strong first‑quarter earnings report, highlighted by a 5% year‑over‑year increase in air‑freight tonnage that lifted air margins. In contrast, ocean freight volume slipped 4% YoY, dragging down container revenue and pricing. The company’s customs‑brokerage segment saw...
Boise Cascade Reports $1.5 Billion in Q1 Sales
Boise Cascade reported Q1 2026 net sales of $1.5 billion, a 2% year‑over‑year decline, and net income of $17.8 million, down 56% from the prior year. Adjusted EBITDA fell 27% to $66.5 million. The wood‑product segment saw a 52% drop in net income,...
Diamondback Energy Q1 2026 Profit Plunges to $25 M, EPS 0.08 vs $4.83 a Year Earlier
Diamondback Energy posted a first‑quarter 2026 net profit of $25 million, or $0.08 per share, versus $1.40 billion and $4.83 per share a year ago. Revenue edged up 5% to $4.24 billion, but the earnings miss has reignited scrutiny of the Permian‑focused producer’s...
Frontier Airlines 1Q26 Earnings
Frontier Airlines posted Q1 2026 operating revenue of $992 million, up 9% year‑over‑year, while GAAP net loss widened to $272 million and adjusted loss narrowed to $68 million. The carrier’s ultra‑young Airbus fleet delivers roughly 106 ASMs per gallon, the most fuel‑efficient mix...
Frasers Logistics REIT Sees 1% Dip in H1 Distributable Income as Profit Climbs 10%
Frasers Logistics & Commercial Trust posted first‑half distributable income of S$112 million, a 1% decline from a year earlier, while its GAAP profit jumped to S$88.21 million, up nearly 10%. The mixed results underscore tension between earnings growth and cash‑flow distribution for...
JELD‑WEN Q1 2026 Revenue Falls 6.9% as Supply‑Chain and Sales Execution Hurdles Persist
JELD‑WEN Holding posted net revenue of $722.1 million for the quarter ended March 28, 2026, a 6.9% drop from a year earlier. The company blamed the decline on weaker volume, mix shifts and ongoing supply‑chain constraints, while CEO William J. Christensen highlighted service...
DA Davidson Upgrades Symbotic (SYM) to Buy
DA Davidson upgraded Symbotic Inc. (NASDAQ:SYM) to a Buy on April 15, raising its price target to $70 from $57, citing an "unparalleled AI‑enabled technology moat" and a cash‑rich balance sheet. The firm highlighted the recent strategic agreement with Associated...
Duol's Q1 Growth Slows, Guidance Cut
My thoughts on $DUOL Q1 2026 Revenue growth—and essentially growth across all metrics—is slowing significantly. QoQ revenue growth slowed to +3.2%, and next quarter growth is expected to be even slower. If we extrapolate this pace, the company is currently growing...
IPG Photonics Announces First Quarter 2026 Financial Results
IPG Photonics reported first‑quarter 2026 revenue of $265.5 million, a 17% year‑over‑year increase driven primarily by a 21% surge in its Industrial Solutions segment. GAGAP gross margin slipped to 37.5% as tariffs and higher product costs weighed on profitability, while net...
Duolingo Tops 50 M Daily Users, Records $1 B Bookings in 2025
Duolingo said its daily active user base passed the 50‑million mark and that bookings for 2025 exceeded $1 billion. The language‑learning app also posted adjusted EBITDA above $300 million and launched a $400 million share‑repurchase authorization, signaling confidence in its growth trajectory.
Hugo Boss Reports Sharp Drop in Profits
Hugo Boss posted a 9% drop in first‑quarter revenue to €905 million (≈$986 million), with the Hugo label falling 23% and the Boss brand down 7%. After removing currency effects, revenue was still 6% lower, and all regions recorded declines—EMEA ‑10%, Americas ‑11%, Asia‑Pacific ‑6%. The...
Grab Hits Record Earnings as Demand Remains Elevated Despite Fuel Crisis
Grab Holdings posted a record first‑quarter, with revenue climbing 24% to $955 million and adjusted EBITDA jumping 46% to $154 million. Delivery revenue rose 23% to $510 million, mobility grew 19% to $337 million, and financial services surged 43% to $107 million. Profit surged from...
Grab Posts 19% Revenue Rise, Margin Expansion
$GRAB: Profitable growth keeps compounding — Q1 revenue +19%, operating margin +550 bps, net margin +1,540 bps Grab delivered strong quarter. Revenue grew 18.6% YoY to $906M, with gross profit up 19.6% and gross margin expanding to 44%. SG&A fell to 23%...
Super Micro Shares Jump 19% After Revenue Doubles
JUST IN: Super Micro's stock rises 19% after beating guidance as revenue more than doubles.
Devon Energy Corp (DVN) Q1 2026 Earnings Call Transcript
Devon Energy announced a merger with Cotera Energy that aims to generate $1 billion of pretax run‑rate synergies by the end of 2027. The company reported $3.1 billion of free cash flow for 2025, supporting a $2.2 billion shareholder return package and a...
Lattice to Buy AMI for $1.65B, Targeting $200M 2026 Revenue
News: @latticesemi announced its agreement to acquire @ami_bios, aka American Megatrands, for $1.65b ($1b cash, $650m stock). AMI is expected to revenue $200m in 2026. Official PR: https://t.co/UUXittYx9j The whole Megatrends vs Megatrands debacle from @Patrick1Kennedy: https://t.co/n6IiHQsGg0
Ferguson Enterprises Inc (FERG) Q1 2026 Earnings Call Transcript
Ferguson Enterprises reported Q1 2026 net sales of $7.8 billion, a modest 0.8% increase year‑over‑year, driven primarily by acquisition‑related growth as organic revenue slipped 0.3%. Total volume rose about 3% while commodity prices fell roughly 2%, compressing gross margin to 30.1%,...
Lumentum Holdings Inc (LITE) Q3 2026 Earnings Call Transcript
Lumentum Holdings posted a record $665.5 million revenue for Q2 FY2026, up more than 65% year‑over‑year, driven by strong components sales and rapid growth in cloud transceivers, optical circuit switches (OCS) and co‑packaged optics (CPO). Non‑GAAP operating margin surged to 25.2%,...
Strategy Inc (MSTR) Q1 2026 Earnings Call Transcript
MicroStrategy reported Q1 2024 results, highlighting a continued shift to cloud‑based subscriptions and aggressive Bitcoin accumulation. Subscription services revenue rose 22% to $23 million, while on‑prem license revenue dropped 26%, reflecting the transition to a recurring model. The company purchased 25,128...
KBR Inc (KBR) Q1 2026 Earnings Call Transcript
KBR reported Q1 2026 results showing a $1.85 billion revenue dip of $223 million year‑over‑year, primarily from award timing in Mission Tech Solutions and reduced EUCOM work. Adjusted EBITDA rose to $233 million, lifting the margin to 12.6% and boosting adjusted EPS to...
Alkermes Plc (ALKS) Q1 2026 Earnings Call Transcript
Alkermes reported $1.5 billion in 2025 revenue, driven by a 9% rise in its proprietary product portfolio, and closed the $775 million cash Avadel acquisition in February 2026, adding the LUMRIZE sleep‑medicine platform. The company forecast 2026 total revenue of $1.73‑$1.84 billion with...
Skyworks Solutions Inc (SWKS) Q2 2026 Earnings Call Transcript
Skyworks Solutions reported Q2 2026 revenue of $944 million and EPS of $1.15, both beating the top of guidance. Mobile accounted for 58% of sales while broad markets grew 10% YoY, driven by Wi‑Fi, data‑center and automotive segments. The company...
Pitney Bowes Inc (PBI) Q1 2026 Earnings Call Transcript
Pitney Bowes reported Q1 2021 revenue of $915 million, up 14% in constant currency, with adjusted EPS of $0.07 versus a GAAP loss of $0.18 driven by a $0.22 refinancing charge. Adjusted EBIT rose to $50 million, yielding a 5% margin, while...
Expro Group Holdings NV (XPRO) Q1 2026 Earnings Call Transcript
Expro Group reported $1.6 billion in full‑year revenue, matching guidance, and generated $303 million of adjusted EBITDA at a 22% margin, up 170 basis points year‑over‑year. Free cash flow more than doubled to $127 million, exceeding the $110‑$120 million outlook. The company closed the...
Super Micro Computer Inc (SMCI) Q3 2026 Earnings Call Transcript
Super Micro Computer reported fiscal Q3 2026 revenue of $10.2 billion, up 123% year‑over‑year but down 19% sequentially due to component shortages and delayed customer site readiness. Non‑GAAP gross margin rebounded to 10.1%, a 58% improvement from the prior quarter, driven...
Global Industrial Co (GIC) Q1 2026 Earnings Call Transcript
Global Industrial reported Q2 2025 revenue of $358.9 million, up 3.2% year‑over‑year, and posted a record gross margin of 37.1%, a 190‑basis‑point improvement. Operating income reached $33.5 million, lifting the operating margin to 9.3% and generating $31.8 million of cash flow. Growth was...
Knife River Corp (KNF) Q1 2026 Earnings Call Transcript
Knife River reported record third‑quarter 2025 results, posting $1.2 billion revenue and $273 million adjusted EBITDA, driving the EBITDA margin to 22.7%. The performance was powered by the integration of Strata Corporation, which boosted ready‑mix volumes by 16% and lifted aggregates pricing...
Jacobs Solutions Inc (J) Q2 2026 Earnings Call Transcript
Jacobs Solutions reported a 22% rise in adjusted EPS to $1.75 and a record $27 billion backlog, prompting a second raise of FY 2026 guidance. Organic net revenue grew 9% while the data‑center and AI ecosystem now accounts for roughly 10‑11% of...
UL Solutions Inc (ULS) Q1 2026 Earnings Call Transcript
UL Solutions reported a record year with total revenue of $3.1 billion, up 6.4% year‑over‑year, and adjusted EBITDA margin expanding to 25.9%, a 300‑basis‑point improvement. The company generated $403 million of free cash flow, repaid $253 million of debt, and raised its quarterly...
Bristow Group Inc (VTOL) Q1 2026 Earnings Call Transcript
Bristow Group reported adjusted EBITDA of $246 million for 2025, a 4% increase year‑over‑year, and reaffirmed its 2026 outlook with adjusted EBITDA projected between $295 million and $325 million, roughly 25% growth. Total revenue rose to $1.46 billion, and the company...
Workiva Inc (WK) Q1 2026 Earnings Call Transcript
Workiva reported Q3 2025 total revenue of $224 million, up 21% year‑over‑year, and subscription revenue of $210 million, rising 23% and surpassing the top end of its guidance. The company posted a non‑GAAP operating margin of 12.7%, beating expectations by 470 basis...
Peabody Energy Corp (BTU) Q1 2026 Earnings Call Transcript
Peabody Energy reported record safety and environmental performance in Q4 2025 and launched longwall mining at its Centurion mine ahead of schedule. The mine is slated to ship 3.5 million tons of premium hard‑coking coal in 2026, rising to 4.7 million tons...