News
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Land management firm Alico's Q1 revenue falls 88.8%
OverviewFlorida-based agribusiness reported Q1 revenue down 88.8% yr/yrCo reports adjusted EBITDA of $2.72 mlnCompany's strategic shift focuses on land sales and leasing, reducing citrus dependencyOutlookCompany expects fiscal year 2026 Adjusted EBITDA of approximately $14 mlnAlico anticipates C...Reuters
Wed, Feb 4
Mueller Water Q1 sales and EPS beat estimates
OverviewWater infrastructure firm's fiscal Q1 net sales rose, beating analyst expectationsAdjusted EPS for fiscal Q1 beat analyst expectationsCompany repurchased $5.5 mln of common stock during the quarterOutlookMueller Water Products raises fiscal 2026 net sales guidance to $1,470 mln-$1,490 ml...Reuters
Wed, Feb 4
First United Q4 non-GAAP income rises
OverviewBank holding company's Q4 GAAP net income decreased compared to Q4 2024Non-GAAP net income for Q4 2025 increased, reflecting record core earningsCompany faced high commercial loan payoffs despite strong loan productionOutlookCompany did not provide specific guidance for future quarters o...Reuters
Wed, Feb 4
Accuray Q2 revenue falls 12%, swings to net loss
OverviewRadiation therapy firm's Q2 revenue fell 12% yr/yrCompany reported a net loss of $13.8 mln for Q2 compared to net income of $2.5 mln a year agoCompany initiated restructuring plan, incurring $6.1 mln in chargesOutlookAccuray expects fiscal year 2026 revenue between $440 mln and $450 mlnC...Reuters
Wed, Feb 4
PC Connection Q4 gross profit rises 4.5%
OverviewIT solutions provider's Q4 net sales fell 0.8% y/y, gross profit rose 4.5%Adjusted EPS for Q4 rose to $0.91 from $0.78 y/yCompany increased share repurchase program by $50 mlnOutlookCompany did not provide specific financial guidance for future periods in press releaseResult DriversBUSIN...Reuters
Wed, Feb 4
SiTime Corp To Acquire Renesas' Timing Business
Feb 4 (Reuters) - SiTime Corp SITM.O:SITIME CORP - TO BUY ASSETS FOR $1.5 BILLION IN CASH AND 4.13 MILLION SHARES SITIME TO ACQUIRE RENESAS’ TIMING BUSINESSSITIME CORP: ACQUIRED BUSINESS EXPECTED TO GENERATE $300 MILLION IN REVENUE IN 12 MONTHS POST-CLOSESITIME CORP - TO FUND CASH CONSIDERATION WITH...Reuters
Wed, Feb 4
Cerence Q1 revenue slightly beats estimates
OverviewConversational AI firm's fiscal Q1 revenue slightly beat analyst expectationsCompany achieved record free cash flow of $35.6 mln in fiscal Q1OutlookCerence expects Q2 revenue between $58 mln and $62 mlnCompany projects Q2 gross margins between 71% and 72%Cerence reaffirms FY2026 revenue ...Reuters
Wed, Feb 4
Corpay quarterly profit rises on resilient business spending
Feb 4 (Reuters) - Business payments firm Corpay CPAY.N reported a rise in fourth-quarter profit on Wednesday, as resilient business spending boosted its corporate payments segment.Despite macroeconomic uncertainty fueled by the Trump administration's trade policies, consumer and business spendin...Reuters
Wed, Feb 4
Golub Capital BDC Q1 adjusted net income misses estimates
OverviewBusiness development company's fiscal Q1 adjusted net income missed analyst expectationsEarnings per share for fiscal Q1 decreased compared to the previous quarterCompany declared quarterly distribution of $0.33 per share, down from $0.39Result DriversPORTFOLIO PERFORMANCE - Unrealized d...Reuters
Wed, Feb 4
Ensign Group Q4 adjusted EPS beats expectations, revenue up 20.2%
OverviewPost-acute healthcare provider's Q4 adjusted EPS beat analyst expectationsQ4 revenue increased 20.2% yr/yrCompany added 17 new operations during the quarterOutlookEnsign projects 2026 earnings per share between $7.41 and $7.61Company forecasts 2026 revenue between $5.77 bln and $5.84 bln...Reuters
Wed, Feb 4
NETGEAR beats Q4 revenue expectations
OverviewNetworking solutions provider's Q4 revenue flat yr/yr, beating analyst expectationsAdjusted EPS for Q4 beat analyst expectationsCompany repurchased $50 mln of shares in 2025OutlookNETGEAR expects Q1 2026 revenue between $145 mln and $160 mlnCompany anticipates Q1 2026 GAAP operating marg...Reuters
Wed, Feb 4
Kemper Q4 revenue beats expectations
OverviewSpecialized insurer's Q4 revenue beat analyst expectationsAdjusted net operating income fell significantly from Q4 2024Specialty P&C segment pressured by higher claim severity and Florida refundOutlookKemper focuses on improving profitability through pricing and claims adjustmentsCom...Reuters
Wed, Feb 4
Matrix Service reaffirms FY revenue outlook
OverviewEngineering services firm's fiscal Q2 revenue increased 12% yr/yrAdjusted EBITDA for fiscal Q2 improvedCompany reaffirms full-year revenue guidance of $875 mln to $925 mlnOutlookMatrix Service reaffirms fiscal 2026 revenue guidance of $875 mln to $925 mlnCompany expects improving profita...Reuters
Wed, Feb 4
Boot Barn Q3 net sales rise 16% on e-commerce strength
OverviewWestern lifestyle retailer's Q3 net sales rose 16% yr/yr to $705.6 mlnNet income for Q3 was $85.8 mln, up from $75.1 mln last yearCompany opened 25 new stores, totaling 514 locationsOutlookBoot Barn expects fiscal 2026 sales of $2.24 bln to $2.25 blnCompany projects opening 70 new stores...Reuters
Wed, Feb 4
ePlus Q3 net sales rise 24.6%, raises FY guidance
OverviewTechnology solutions provider's fiscal Q3 net sales rose 24.6% yr/yrAdjusted EBITDA for fiscal Q3 nearly doubled yr/yrCompany raised fiscal 2026 guidance and announced $0.25 quarterly dividendOutlookePlus raises fiscal 2026 net sales guidance to 20%-22% growthCompany expects fiscal 2026 ...Reuters
Wed, Feb 4
Snap's Q4 revenue beats estimates
OverviewSocial media firm's Q4 revenue rose 10% yr/yr, beating analyst expectationsAdjusted EBITDA for Q4 beat analyst expectationsCompany announced $500 mln stock repurchase programOutlookSnap Inc did not provide specific guidance for Q1 2026 or full year 2026Result DriversREVENUE DIVERSIFICATI...Reuters
Wed, Feb 4
A10 Networks beats Q4 revenue expectations on strong demand for AI infrastructure and integrated security
OverviewSecure application services provider's Q4 revenue beat analyst expectationsAdjusted EPS for Q4 was $0.26, with non-GAAP net income of $19.1 mlnCompany returned $11.2 mln to investors via share repurchases and dividendsOutlookA10 Networks expects 2026 revenue growth of 10-12% over 2025Com...Reuters
Wed, Feb 4
Rexford Industrial Realty posts Q4 net loss on impairments
OverviewREIT's Q4 net loss due to impairments and transition costsCore FFO for Q4 rose 5.9% yr/yrCompany repurchased $100 mln in shares during Q4OutlookRexford Industrial expects 2026 net income per share between $1.15 and $1.20Company forecasts 2026 Core FFO per share between $2.35 and $2.40Rex...Reuters
Wed, Feb 4
