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Supermicro Q4 FY2026 Earnings: Gross Margin Rebounds to 17.5%
Supermicro’s preliminary Q4 FY2026 results showed net sales of $11.12 billion, up 93% year over year, while diluted GAAP EPS rose to $1.62 from $0.31. GAAP gross margin expanded to 17.5% from 9.5%, lifting net income to $1.18 billion, and quarterly operating cash flow was $747 million. Investors now face a contrast between the Q4 margin recovery and a $6.81 billion full-year operating cash outflow. The company guided to FY2027 sales of $65 billion to $72 billion, while Q1 guidance pairs higher revenue with lower sequential EPS.
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Tue, Aug 11
QuickLogic Fiscal Q2 2026 Earnings: Revenue Climbs 49% as Gross Margin Expands
QuickLogic's fiscal Q2 2026 revenue rose 48.7% year over year to $5.5 million, while GAAP gross margin expanded to 43.9% from 25.9%. The company reported a GAAP net loss of $0.9 million, or $0.05 per diluted share, versus a $2.7 million loss and $0.17 per share a year earlier. New products generated about $4.7 million and drove most of the growth, but operating expenses increased and the GAAP loss benefited from a $950,000 gain on extinguishment of a vendor payable. QuickLogic narrowed its full-year growth outlook to 70%-80%.
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Tue, Aug 11
Quantinuum Q2 2026 earnings: Revenue rose 279% as adjusted losses widened
Quantinuum (Nasdaq: QNT) reported Q2 2026 revenue of $8.0 million, up 279% year over year, while consolidated GAAP net loss widened to $596.5 million from $56.9 million. Adjusted EBITDA loss increased to $68.3 million, and first-half revenue remained below the prior-year period despite the quarterly rebound. IPO proceeds lifted cash to $2.1 billion at June 30. Quantinuum also set its first formal public-company 2026 revenue guidance at $28 million to $32 million as it advances Helios partnerships and its next-generation system roadmap.
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Tue, Aug 11
Velo3D Q2 2026 earnings: Revenue grows 52% as gross margin turns positive
Velo3D’s Q2 2026 revenue rose 52.3% year over year to $20.7 million, while GAAP net loss narrowed to $11.5 million, or $0.39 per diluted share, from $13.3 million, or $0.94. Gross margin improved to 21.5% from negative 11.7%, although higher operating expenses limited the reduction in operating losses. Cash reached $91.1 million after sizable equity financing, while first-half operating cash use increased to $39.5 million. Velo3D raised 2026 revenue guidance to $65 million-$75 million and retained its second-half profitability targets.
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Tue, Aug 11
Pixelworks Q2 2026 earnings: Revenue falls as operating loss widens
Pixelworks (NASDAQ: PXLW) reported Q2 2026 revenue of $64,000, down about 60% from $159,000 a year earlier, while its GAAP loss from continuing operations widened to $2.80 million from $2.58 million. The diluted continuing-operations loss per share narrowed to $0.44 from $0.49 as the weighted-average share count increased. Gross margin fell to about 60.9%, operating expenses rose to $3.40 million, and the operating loss widened to $3.36 million. Cash ended the quarter at $52.89 million following the company’s transition to a pure-play technology licensing model.
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Tue, Aug 11
Smart Sand Q2 2026 earnings: Record volumes drive operating profit
Smart Sand’s Q2 2026 revenue rose about 34% year over year to $115.1 million as record sales volume reached 1.864 million tons. GAAP diluted EPS was $0.25 versus $0.54, but the decline reflected a large prior-year tax benefit; operating income improved to $10.1 million and adjusted EBITDA climbed to $18.7 million. Operating cash flow turned positive at $3.4 million, while $4.8 million of capital spending left free cash flow at negative $1.4 million. The company expects 2026 sales volumes to grow 10% to 20% and full-year free cash flow to be positive.
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Tue, Aug 11
TherapeuticsMD Q2 2026 Earnings: License Revenue and Net Income Decline
TherapeuticsMD reported Q2 2026 license revenue of $864,000, down from $952,000 a year earlier, as sales of licensed products changed. Net income from continuing operations fell to $164,000 from $545,000, while operating expenses rose to $1.685 million. Cash and cash equivalents were $9.2 million at June 30, 2026. An IMVEXXY milestone of CAD 500,000, approximately US$364,800, will be recognized in Q3, and the company continues evaluating strategic alternatives without a timetable. The quarter highlighted dependence on licensee product sales and uneven milestone timing.
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Tue, Aug 11
PLAYSTUDIOS Q2 2026 earnings: Legacy weakness widens losses
PLAYSTUDIOS reported Q2 2026 revenue of $55.0 million, down 7.3% year over year, as pressure on its legacy social casino portfolio outweighed rapid direct-to-consumer growth. The GAAP net loss widened to $13.3 million, or $0.10 per diluted share, while non-GAAP consolidated AEBITDA fell to $7.3 million and its margin contracted to 13.3%. Management is reducing the pace of investment in newer initiatives and completing its Renewal restructuring, which is intended to lower fixed costs, improve profitability, and support more stable cash generation.
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Tue, Aug 11
Ambiq Q2 2026 earnings: Revenue rises 90% as gross margin expands
Ambiq Micro’s Q2 2026 net sales rose 89.7% year over year to $33.9 million, while GAAP gross margin expanded 4.9 percentage points to 45.0%. The company still posted a $7.1 million GAAP net loss, although non-GAAP net loss narrowed to $1.8 million. Operating expenses absorbed nearly all of the gross-profit increase, and six-month operating cash use widened as receivables and inventory grew. Q3 guidance calls for $36 million to $37 million of sales, with supply availability limiting upside and planned investment lifting adjusted operating expense.
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Tue, Aug 11
Middleby Q2 2026 earnings: Revenue grows 10% as GAAP EPS declines
Middleby’s Q2 2026 earnings showed net sales of $875.5 million, up 9.9% year over year, while diluted GAAP EPS from continuing operations fell to $1.20 from $1.91. Adjusted EBITDA increased to $193.2 million, but its margin narrowed to 22.1% as transaction costs and weaker segment margins offset revenue growth. Commercial Foodservice delivered 8.3% organic sales growth. Following the Food Processing spin-off, Middleby raised its 2026 outlook for the post-spin company, forecasting full-year net sales of $2.48 billion to $2.53 billion.
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Tue, Aug 11
Vestis Fiscal Q3 2026 Earnings: Pricing and Cost Actions Expand Margins
Vestis reported fiscal Q3 2026 revenue of $661.7 million, down 1.8%, while diluted EPS improved to $0.08 from a $0.01 loss. Adjusted EBITDA rose to $80.9 million and margin expanded to 12.2% from 9.5% as pricing, mix, and transformation savings offset a 4.5% decline in processed volume. Operating cash flow reached $64.9 million, and Vestis raised fiscal 2026 free cash flow guidance to $160 million-$170 million while narrowing adjusted EBITDA guidance to $310 million-$315 million. The company also repaid $30 million of debt during the quarter.
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Tue, Aug 11
Terrestrial Energy Q2 2026 Earnings: Wider Net Loss Despite Licensing Progress
Terrestrial Energy (NASDAQ: IMSR) reported a Q2 2026 net loss of $9.4 million, versus $6.2 million a year earlier, while diluted loss per share narrowed to $0.09 from $0.10 because the weighted-average share count was higher. Operating expenses rose to $11.7 million, but $2.4 million of other income partly offset the operating loss. The company ended June with $283.4 million in cash, equivalents and investments, secured control of 77 acres at Texas A&M-RELLIS, and raised estimated lifetime revenue per IMSR Plant to $2.7 billion.TradingKey
Tue, Aug 11
Xtant Medical Q2 2026 Earnings: Revenue Declines as Margins Contract
Xtant Medical’s Q2 2026 revenue fell to $23.0 million from $35.4 million, while diluted EPS swung to a $0.07 loss from $0.02 of profit. Gross margin contracted to 57.9% from 68.6%, and adjusted EBITDA moved to a $2.7 million loss as divestitures, the end of high-margin license revenue, production inefficiencies, and inventory charges weighed on results. The company also incurred a $5.0 million Dilon-related exclusivity fee and reduced full-year 2026 revenue guidance to $99 million-$103 million amid softer biologics revenue and amnio reimbursement headwinds.
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Tue, Aug 11
908 Devices Q2 2026 earnings: Revenue rises 23% as EBITDA loss narrows
908 Devices (NASDAQ: MASS) reported Q2 2026 revenue of $16.1 million, up 23% year over year, while its GAAP loss per share from continuing operations narrowed to $0.32 from $0.36. Gross margin improved to 52%, and the adjusted EBITDA loss fell by more than half to $1.9 million as VipIR shipments, NIRLab revenue, and a favorable product and channel mix supported results. The company raised the low end of its 2026 revenue outlook, now guiding to $68 million to $70 million, or 21% to 25% annual growth.
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Tue, Aug 11
ECARX Q2 2026 Earnings: Gross Margin Rises to 19.8% as Product Mix Improves
ECARX reported Q2 2026 revenue of US$225.2 million, up 45% year over year, as higher-value computing platforms, overseas demand and pricing adjustments outweighed broadly flat shipments. Gross margin expanded to 19.8% from 10.8%, while net loss narrowed to US$12.0 million from US$45.4 million. The company posted a fourth consecutive quarter of positive adjusted EBITDA and reiterated full-year revenue guidance of US$1.0 billion to US$1.1 billion, though management warned that memory costs and strategic investments could pressure profitability in coming quarters.
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Tue, Aug 11
Cardinal Q2 2026 Earnings: Revenue Doubles While Margins Contract
Cardinal Infrastructure Group’s Q2 2026 revenue rose 114% to $226.9 million, including 64% organic growth, while diluted EPS fell to $0.26 from $0.53. Adjusted EBITDA increased 43% to $28.1 million, but margin contracted to 12.4% from 18.6% as labor, equipment rental, weather, and corporate investment raised costs. Backlog reached $866 million, and Cardinal raised 2026 revenue guidance to $880 million-$900 million. The pending $120 million Allied Paving acquisition would add approximately $108 million of annual revenue and expand in-house paving capabilities in Atlanta.
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Tue, Aug 11
Janus Q2 2026 earnings: Revenue rises as adjusted EBITDA margin contracts
Janus International Group’s fiscal Q2 2026 revenue rose 2.4% to $233.5 million, while diluted EPS fell to $0.08 from $0.15. Adjusted EBITDA declined 18.0% to $40.2 million and its margin contracted 430 basis points to 17.2%. Self-storage revenue grew 15.4%, helped by $19.2 million from Kiwi II Construction, but commercial and other revenue fell 21.2%. Janus updated full-year guidance to revenue of $925 million to $945 million and adjusted EBITDA of $150 million to $170 million.
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Tue, Aug 11
Cardinal Health Q4 FY2026 Earnings: Revenue Rose 6% as Margins Expanded
Cardinal Health’s fiscal Q4 2026 revenue rose 6% to $63.7 billion, while GAAP diluted EPS increased 70% to $1.70 and non-GAAP diluted EPS climbed 40% to $2.91. A one-time IEEPA tariff refund contributed $0.31 to EPS; excluding it, non-GAAP EPS grew 25% to $2.60. Pharmaceutical and Specialty Solutions drove most revenue growth, while GMPD’s reported profit benefited heavily from the refund. Cardinal Health also introduced fiscal 2027 non-GAAP EPS guidance of $12.40 to $12.60, representing 13% to 15% growth from an adjusted fiscal 2026 base.
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Tue, Aug 11
Venture Global Q2 2026 earnings: Plaquemines lifts revenue and margins
Venture Global’s Q2 2026 earnings showed revenue of $4.578 billion, up 48% year over year, and diluted EPS of $0.51 versus $0.14. Net income attributable to common stockholders reached $1.347 billion, while adjusted EBITDA rose 79% to $2.491 billion as Plaquemines commissioning increased LNG volumes and implied liquefaction fees. The company raised 2026 adjusted EBITDA guidance to $8.7 billion-$9.1 billion and narrowed its expected export range to 500-518 cargos, with Plaquemines Phase 1 commercial operations still targeted for Q4 2026.
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Tue, Aug 11
Aramark Q3 FY2026 earnings: Revenue rises 9% as margins expand
Aramark’s fiscal Q3 2026 revenue rose 9% to $5.058 billion, operating income increased 18% to $216 million, and GAAP EPS climbed 34% to $0.36. Adjusted operating income reached $261 million, up 13% on a constant-currency basis, as new business, client retention, supply-chain efficiencies, and cost management supported results. A prior-year calendar shift held back reported comparisons. Aramark raised its fiscal 2026 organic revenue growth outlook to 9%-10% while reaffirming its adjusted operating income, adjusted EPS, and leverage targets.
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Tue, Aug 11
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