Aecon Reports First Quarter 2026 Results with Record Backlog of $10.9 Billion
Aecon Group posted Q1 2026 revenue of C$1.257 billion, an 18% year‑over‑year rise, while narrowing its operating loss to C$8 million from C$40.7 million a year earlier. The company announced a record C$10.9 billion backlog—about US$8.1 billion—the highest in its history, bolstered by new contracts and recent acquisitions of Duna Services and KPC. Adjusted EBITDA improved to C$32 million, and a share offering raised roughly US$172.5 million. Management reaffirmed expectations that 2026 revenue will exceed 2025 levels.
REC Posts Record ₹162.8 Billion Profit, Declares Highest Dividend
REC Ltd, the Indian state‑run financier, posted a record net profit of ₹162.8 billion (about $1.96 billion) for FY2025‑26, its highest ever. The firm’s loan sanctions jumped 21% to ₹4.09 trillion (~$49 billion) and disbursements rose 10% to ₹2.11 trillion, while its net worth climbed...
Erasca Plummets Despite 'Phenomenal' Results In Pancreatic Cancer
Erasca (ERAS) shares tumbled more than 45% to $10.50 after a patient in its pancreatic cancer trial died from pneumonia, a known side effect of the RAS‑blocking drug class. The death occurred when the patient withdrew from supportive care, despite...
Incyte Wavers As Growth Questions Plague Its Up-And-Coming Drug
Incyte (INCY) saw its IBD SmartSelect Composite Rating rise to 97 as first‑quarter earnings topped expectations, reporting adjusted EPS of $1.81 on $1.27 billion in sales versus consensus forecasts of $1.32 and $1.22 billion respectively. The biotech reaffirmed its full‑year sales guidance...
Commvault Earnings Beat Estimates. CFO Says AI Boosting Cyber Resilience Demand.
Commvault reported fiscal Q4 earnings that topped expectations, posting adjusted earnings of $1.28 per share, a 24% year‑over‑year increase, and revenue of $312 million, up 13% and beating the $307 million consensus. The company guided subscription revenue of $263‑$265 million for the next...
IT Firm Virtusa Eyes India IPO, Could Raise over $1 Billion
Virtusa Corp, the global IT services firm owned by EQT, is planning an IPO in India that could raise at least $1 billion and value the company at $7 billion or more. The offering, slated for a road‑show later this year, will...
Allegion (NYSE: ALLE) Reports Q1-2026 Financial Results
Allegion reported Q1 2026 net revenue of $1.033 billion, a 9.7% year‑over‑year increase, while adjusted earnings fell 3.2% to $155.9 million ($1.80 per share). Organic revenue grew 2.6% driven by price realization in the Americas, offset by volume declines. Adjusted operating margin slipped...
Arch Capital Group Ltd (ACGL) Q1 2026 Earnings Call Transcript
Arch Capital Group posted after‑tax operating income of $979 million, delivering earnings of $2.58 per share and boosting book value per share 7.3% quarter‑over‑quarter (11.4% YTD). Net premiums written in the P&C segment topped $2 billion, driven largely by the recent U.S....
Armstrong World Industries Inc (AWI) Q1 2026 Earnings Call Transcript
Armstrong World Industries reported a 12% year‑over‑year increase in net sales and a 14% rise in adjusted EBITDA, delivering a record 43.5% margin in its Mineral Fiber segment. Growth was powered by a 6% average unit value lift and strong...
STAG Industrial Inc (STAG) Q1 2026 Earnings Call Transcript
STAG Industrial reported an 8.3% rise in core FFO to $0.65 per share for Q1 2026 and lifted its 2025 core FFO outlook to $2.52‑$2.54 per share. Leasing activity accelerated to 5.9 million square feet, and the company has addressed 52%...
Unum Group (UNM) Q1 2026 Earnings Call Transcript
Unum Group posted first‑quarter adjusted earnings per share of $2.04, a 3.8% decline year‑over‑year, driven by higher group disability claims and front‑loaded expenses. Core operations delivered a 4.2% premium increase and over 20% return on equity, while the International segment...
Sensata Technologies Holding PLC (ST) Q1 2026 Earnings Call Transcript
Sensata Technologies reported Q1 2026 revenue of $918 million, a modest 1% year‑over‑year increase and the first quarterly growth since early 2024. All three newly defined segments—Automotive, Industrials, and Aerospace/Defense—delivered organic revenue gains, with adjusted operating margin expanding to 19.6%. Record free cash...
Incyte Corp (INCY) Q1 2026 Earnings Call Transcript
Acuity Brands reported Q1 2026 net sales of $1.1 billion, a 5% increase driven primarily by strong growth in its Acuity Intelligence Spaces (AIS) segment, while the Acuity Brands Lighting (ABL) segment slipped 3% amid a soft lighting market. Adjusted operating profit...
Ashland Inc (ASH) Q2 2026 Earnings Call Transcript
Ashland Inc. reported Q2 2026 revenue of $386 million, a 5% decline driven largely by the Evoqua divestiture and mixed demand. Adjusted EBITDA fell 5% to $58 million, but excluding the divestiture it rose 3% thanks to favorable mix and lower SARD...
Franklin Electric Co Inc (FELE) Q1 2026 Earnings Call Transcript
Franklin Electric reported a record $2.1 billion full‑year revenue, up 5.4% YoY, and a 10% rise in operating income to $269 million. Adjusted earnings per share increased 6% to $4.14, while GAAP EPS fell to $3.22 due to a $41.5 million pension settlement....
Allegion PLC (ALLE) Q1 2026 Earnings Call Transcript
Allegion reported fourth‑quarter 2024 revenue of $945.6 million, a 5.4% increase driven primarily by a 6.4% rise in the Americas segment and $137 million of bolt‑on acquisitions. Adjusted earnings per share climbed 10.7% to $1.86 and operating margin expanded modestly, while the...
Werner Enterprises Inc (WERN) Q1 2026 Earnings Call Transcript
Werner Enterprises reported Q1 2026 revenue of $738 million, a 2% year‑over‑year decline driven by disciplined pricing and a smaller truck fleet. Adjusted operating income slipped to $11.3 million with a 1.5% margin, while adjusted EPS fell to $0.05. The company completed...
Enphase Energy Inc (ENPH) Q1 2026 Earnings Call Transcript
Enphase Energy reported Q1 2026 revenue of $282.9 million, a GAAP loss of $7.4 million, and a non‑GAAP gross margin of 43.9%. U.S. revenue fell 23% sequentially after the 25D tax credit expired, while European revenue jumped 36% as battery...
ONEOK Inc (OKE) Q1 2026 Earnings Call Transcript
ONEOK reported adjusted EBITDA of $1.98 billion, a 12% sequential rise, and net income of $841 million, up more than 30% quarter‑over‑quarter. The company cut senior notes by roughly $600 million, moving toward a 3.5‑times leverage target for 2026, and reaffirmed its 2025...
Celestica Announces First Quarter 2026 Financial Results
Celestica reported a blockbuster first quarter, posting $4.05 billion in revenue—a 53% jump year‑over‑year—and adjusted EPS of $2.16, topping the high end of its guidance. The company lifted its full‑year 2026 outlook to $19 billion in revenue and $10.15 in adjusted EPS,...
Sun Communities Reports 2026 First Quarter Results
Sun Communities posted a Q1 2026 net loss of $8.7 million, or $0.07 per diluted share, narrowing from a $42.8 million loss a year earlier. Core Funds from Operations rose to $1.40 per share, up from $1.26 in Q1 2025, while North America...
Podcast: Why This Mid Cap Value Fund Is in the Danger Zone
New Constructs’ senior analyst Kyle Guske discusses a mid‑cap value mutual fund that has slipped into the “danger zone.” The fund’s recent performance trails the broader market, its expense ratio exceeds peers, and a handful of stocks dominate its portfolio....
Market Trading Guide: Buy Varun Beverages and JSW Energy on Tuesday for Gains up to 8%
The Nifty 50 rebounded on Monday, ending a three‑session decline as pharma, IT, auto and metals led broad buying. Technical analysts highlighted Varun Beverages (entry Rs 519 ≈ $6.25, target Rs 570 ≈ $6.87) and JSW Energy (entry Rs 574 ≈ $6.92, target Rs 630 ≈ $7.59) as bullish picks with roughly 10% upside. Both stocks...
Adani Total Gas Q4 Results: Cons PAT Grows 9% YoY to Rs 168 Crore; Revenue up 17%
Adani Total Gas posted a consolidated net profit of ₹168 crore (≈ $20 million) in Q4 FY26, a 9% year‑on‑year rise, while revenue jumped 17% to ₹1,695 crore (≈ $204 million). EBITDA grew 13% to ₹310 crore, offsetting an 18% increase in natural‑gas input costs. The company...
Vinted Confirms BlackRock Investment as It Completes €880 Million Secondary Share Deal
Vinted completed an €880 million (~$950 million) secondary share transaction that values the second‑hand marketplace at €8 billion (~$8.6 billion). The oversubscribed deal was led by existing backer EQT and introduced new investors BlackRock and Teachers’ Venture Growth, without raising fresh primary capital. Vinted...
Two Hot Climate Tech Startups Just Raised $1 Billion+ in IPOs
Public markets are showing newfound appetite for climate‑tech firms, highlighted by X-energy's $1 billion IPO that surged 25% in its first trading hour. The nuclear startup counts tech giants Amazon and Google among its early backers. Meanwhile, geothermal pioneer Fervo filed...
Vietnam’s Masan Group Reveals Plans for Grocery Retail Arm IPO
Vietnam’s Masan Group announced plans to IPO its grocery retail arm WinCommerce, targeting a valuation of at least $10 billion. The company aims to list the business in 2028‑29 after turning the unit from a $140 million loss in 2019 to a...
Ventas Inc (VTR) Q1 2026 Earnings Call Transcript
Ventas reported a strong 2025, with normalized FFO per share rising 9% to $3.48 and same‑store SHOP cash NOI growing 15% year‑over‑year, now accounting for 53% of total NOI. The REIT completed $2.5 billion of senior‑housing acquisitions and raised $7 billion of...
Brown & Brown Inc (BRO) Q1 2026 Earnings Call Transcript
Brown & Brown reported Q1 2026 revenue of $1.61 billion, a 35.7% jump driven primarily by aggressive M&A, including the $405 million Accession acquisition. Organic revenue slipped 2.8% as last year’s flood‑claims processing revenue disappeared, while contingent commissions rose $37 million, supporting a...
Custom Truck One Source Inc (CTOS) Q1 2026 Earnings Call Transcript
Custom Truck One Source (CTOS) reported record 2025 results, posting $1.944 billion in revenue, an 8% increase, and adjusted EBITDA of $384 million, up 13% YoY. Rental fleet utilization reached just under 84%, the highest in nearly three years, while OEC on...
Crane Co (CR) Q1 2026 Earnings Call Transcript
Crane Co reported Q1 2026 adjusted EPS of $1.53, a 21% year‑over‑year increase, driven by 5.4% core sales growth and strong performance in its Aerospace & Advanced Technologies segment. The segment posted $272 million in sales, up 15% organically, and the...
Kforce Inc (KFRC) Q1 2026 Earnings Call Transcript
Kforce Inc. posted Q1 2026 revenue of $334.3 million, a 6.2% year‑over‑year decline, while reporting sequential growth in Flex revenues for both its Technology and Finance & Accounting segments. Consulting‑oriented solutions expanded, stabilizing margins and keeping the Technology bill rate steady...
Is SoFi Technologies, Inc. (SOFI) A Good Stock To Buy Now?
SoFi Technologies has shifted from a niche student‑loan provider to a comprehensive financial super‑app, integrating banking, investing, insurance and fintech infrastructure. The recent acquisition of a bank charter enables the firm to fund loans with low‑cost deposits, improving margins and...
Vicor (VICR) Climbs 25% as Profits, Revenues Skyrocket
Vicor Corp. (NASDAQ:VICR) surged 25.4% week‑on‑week after reporting a Q1 net income of $20.66 million, a 713% jump from a year earlier. Revenue rose 39% to $112.97 million, driven by an 18% increase in product sales and a 39% rise in royalties....
Power Integrations (POWI) Soars 25% Ahead of Earnings Outcome
Power Integrations Inc. (NASDAQ:POWI) surged 25.4% week‑on‑week as investors positioned ahead of its Q1 earnings release scheduled for May 7. The company forecast Q1 revenue of $104‑$109 million, a modest 1% decline from the same period last year. Despite the weak outlook,...
American Superconductor (AMSC) Soars 24.6% on Power Demand
American Superconductor Corp. (AMSC) shares jumped 24.6% week‑on‑week as investors chase rising power demand tied to AI‑driven data centers and semiconductor fabs. The company forecasts FY2025 Q4 net income above $3 million, more than double last year’s $1.2 million, and revenue of...
Liberty Energy (LBRT) Climbs 24% This Week on Strong Earnings, Supply Disruptions
Liberty Energy (LBRT) jumped 24.5% week‑on‑week, reaching a record $33.15 before closing at $32.74. The company reported Q1 net income of $22.5 million, a 12% increase, and revenue of $1.02 billion, up 4% year‑over‑year. Management credited unprecedented oil‑and‑gas supply disruptions for the...
10 Stocks With Double-, Triple-Digit Returns
A group of ten $2 billion‑cap stocks posted double‑ to triple‑digit weekly gains, driven by strong earnings and optimism around easing U.S.–Iran tensions. Liberty Energy led the pack with a 24.5% rise after reporting a 12% net‑income increase and revenue surpassing...
Saga Outperforms the FTSE 250 – Here's How to Profit From the Grey Pound
Saga, the UK‑based provider of services to the over‑50s, is emerging from a costly turnaround after selling its insurance‑underwriting arm to Ageas and slashing debt. Revenue has surged 75% since 2021, driven by a revived travel business and strong forward...
10 Midcap Stocks with Massive Upside Potential up to 60%. Do You Own Any?
Analysts using Trendlyne data have identified ten Nifty Midcap 100 stocks that could deliver 30%‑60% upside over the next 12 months. Kalyan Jewellers tops the list with a 59% projected gain, moving from about $4.9 to $7.8 per share, while Swiggy and...
IPO Stock Of The Week: Life Insurer Ethos Technologies Eyes Buy Point After 78% Rally
Ethos Technologies, a life‑insurer that uses AI to bypass medical exams, debuted on the Nasdaq on Jan. 29 at a $19 IPO price and closed 11% below that level. The company posted a 65% YoY revenue jump to $110.1 million and a...
RBC Stock And A NAND Flash Name Hit New Highs
The market slipped from record highs on Thursday, yet four AI‑linked stocks broke out into new buy zones. RBC Bearings posted a 17% profit jump and 16% sales rise, positioning its stock at a 618.62 buy point. Allegro MicroSystems is...
Evercore ISI Says Sun Pharma Deal Talk for Organon & Co. (OGN) Lacks Confirmation, Remains Speculative
Evercore ISI said media reports of a potential $12 billion Sun Pharmaceutical offer for Organon & Co. are speculative and lack confirmation. The firm emphasized that the rumor does not constitute a confirmed transaction. Separately, Organon’s VTAMA (tapinarof) 1% cream received...
Bio-Rad Laboratories, Inc. (BIO) PT Reduced to $300 by Citigroup Amid Process Chromatography Concerns
Citigroup lowered Bio‑Rad Laboratories’ (NYSE:BIO) rating from Buy to Neutral on April 7, cutting its price target to $300 from $375. The downgrade stems from doubts that the company’s process chromatography segment can regain strong growth or margin expansion, a key...
Inspire Medical Systems, Inc. (INSP) PT Reduced to $64 as Truist Updates MedTech Outlook Ahead of Q1
Truist Financial trimmed its price target for Inspire Medical Systems (INSP) to $64 from $70, while keeping a Hold stance, as part of a broader MedTech outlook ahead of the company’s Q1 earnings. A day earlier, Royal Bank of Canada...
Janus Henderson to Report First Quarter 2026 Results
Janus Henderson Group announced it will publish its first‑quarter 2026 earnings after the market closes on May 8, 2026. The company will not hold an earnings call or webcast, directing investors to the press release on its IR site. The release...
IndusInd Bank Q4 Results: Lender Reports Profit of Rs 533 Cr vs Loss Year Ago; Declares Rs 1.5/share Final Dividend
IndusInd Bank posted a standalone net profit of Rs 533 crore (~$64 million) in Q4 FY 26, a sharp turnaround from a Rs 2,236 crore loss a year earlier. Net interest income surged 43% YoY to Rs 4,371 crore (~$527 million), while pre‑provision operating profit reached Rs 2,215 crore. Asset quality...
Computacenter Shares Jump as FTSE 250 Firm Lifts Profit Forecast
Computacenter, the FTSE 250 IT services provider, lifted its 2026 pre‑tax profit outlook to well above market expectations of £291 million (about $370 million). The upgrade follows a pronounced surge in customer demand, with buyers pre‑ordering hardware to lock in supply amid ongoing...
Flow Traders 1Q 2026 Trading Update
Flow Traders posted a robust first‑quarter 2026, with net trading income climbing 11% YoY to €155.9 million (≈$171 million) and total value traded up 27% to €2.18 trillion (≈$2.38 trillion). EBITDA rose 16% to €72.2 million, delivering a 46% margin, while net profit jumped 39%...
Cyient Shares Slide 4% After Q4 Miss; Buyback at Premium Offers Limited Cushion
Cyient’s shares fell 4.16% to ₹897 (≈ $10.80) after the engineering‑services firm reported a sharp Q4 profit decline. Consolidated net profit dropped to ₹54.80 crore (≈ $6.6 million) from ₹91.8 crore a quarter earlier, while revenue rose modestly to ₹1,930 crore (≈ $231 million). The board approved a...