Commercial Metals beat revenue estimates with $2.13B in Q2 FY2026 but missed EPS as weather and acquisition charges weighed. The headline number: core EBITDA surged 114% year-over-year to $297.5M, with the Construction Solutions Group nearly doubling revenue. The West Virginia micromill is on track for June 2026 — the moment the full earnings power of CMC's transformation becomes visible.
Commercial Metals beat revenue estimates with $2.13B in Q2 FY2026 but missed EPS as weather and acquisition charges weighed. The headline number: core EBITDA surged 114% year-over-year to $297.5M, with the Construction Solutions Group nearly doubling revenue. The West Virginia micromill is on track for June 2026 — the moment the full earnings power of CMC's transformation becomes visible.
Jefferies posted $2.02B in Q1 2026 revenue, up 26.6% YoY, with a record IB quarter of $1.02B (+45%). But a $36M goodwill write-down and legacy asset losses dragged GAAP EPS to $0.70 — well below the $0.91 estimate. The stock, already down 45% from its highs, now trades at just 13x forward earnings.
Jefferies posted $2.02B in Q1 2026 revenue, up 26.6% YoY, with a record IB quarter of $1.02B (+45%). But a $36M goodwill write-down and legacy asset losses dragged GAAP EPS to $0.70 — well below the $0.91 estimate. The stock, already down 45% from its highs, now trades at just 13x forward earnings.
MillerKnoll missed Q3 FY2026 estimates — revenue of $926.6M vs. $942M expected, adj EPS $0.43 vs. $0.45. But the 22% stock crash is really about the Q4 guidance: adj EPS of $0.49–$0.55 vs. the $0.61 consensus. The Middle East conflict is hurting the International segment, new store investments are temporary costs, and North America Contract orders were up 13%. At 7x forward earnings with a 5% dividend yield, the question is whether the selloff is an overreaction.
MillerKnoll missed Q3 FY2026 estimates — revenue of $926.6M vs. $942M expected, adj EPS $0.43 vs. $0.45. But the 22% stock crash is really about the Q4 guidance: adj EPS of $0.49–$0.55 vs. the $0.61 consensus. The Middle East conflict is hurting the International segment, new store investments are temporary costs, and North America Contract orders were up 13%. At 7x forward earnings with a 5% dividend yield, the question is whether the selloff is an overreaction.
Chewy delivered record FY2025 free cash flow of $562M, 21.3M active customers, and expanding EBITDA margins. The stock surged 13% on strong Q1 FY2026 guidance and record autoship penetration of 84%.
Chewy delivered record FY2025 free cash flow of $562M, 21.3M active customers, and expanding EBITDA margins. The stock surged 13% on strong Q1 FY2026 guidance and record autoship penetration of 84%.
Paychex delivered Q3 FY2026 revenue of $1.81B (+20% YoY) and adjusted EPS of $1.71 (+15%), powered by the Paycor acquisition and AI-driven efficiencies. Adjusted operating margin hit a record 47.7% as integration synergies exceed targets.
Paychex delivered Q3 FY2026 revenue of $1.81B (+20% YoY) and adjusted EPS of $1.71 (+15%), powered by the Paycor acquisition and AI-driven efficiencies. Adjusted operating margin hit a record 47.7% as integration synergies exceed targets.
Braze delivered Q4 FY2026 revenue of $205.2M (+28% YoY), beating estimates by 3.5%. The stock surged 11.5% on strong Q1 FY2027 guidance and improving margins. With NRR rising to 109% and large customers up 29% YoY, the customer engagement platform is hitting its stride.
Braze delivered Q4 FY2026 revenue of $205.2M (+28% YoY), beating estimates by 3.5%. The stock surged 11.5% on strong Q1 FY2027 guidance and improving margins. With NRR rising to 109% and large customers up 29% YoY, the customer engagement platform is hitting its stride.
Commercial Metals beat revenue estimates with $2.13B in Q2 FY2026 but missed EPS as weather and acquisition charges weighed. The headline number: core EBITDA surged 114% year-over-year to $297.5M, with the Construction Solutions Group nearly doubling revenue. The West Virginia micromill is on track for June 2026 — the moment the full earnings power of CMC's transformation becomes visible.
Commercial Metals beat revenue estimates with $2.13B in Q2 FY2026 but missed EPS as weather and acquisition charges weighed. The headline number: core EBITDA surged 114% year-over-year to $297.5M, with the Construction Solutions Group nearly doubling revenue. The West Virginia micromill is on track for June 2026 — the moment the full earnings power of CMC's transformation becomes visible.
Jefferies posted $2.02B in Q1 2026 revenue, up 26.6% YoY, with a record IB quarter of $1.02B (+45%). But a $36M goodwill write-down and legacy asset losses dragged GAAP EPS to $0.70 — well below the $0.91 estimate. The stock, already down 45% from its highs, now trades at just 13x forward earnings.
Jefferies posted $2.02B in Q1 2026 revenue, up 26.6% YoY, with a record IB quarter of $1.02B (+45%). But a $36M goodwill write-down and legacy asset losses dragged GAAP EPS to $0.70 — well below the $0.91 estimate. The stock, already down 45% from its highs, now trades at just 13x forward earnings.
MillerKnoll missed Q3 FY2026 estimates — revenue of $926.6M vs. $942M expected, adj EPS $0.43 vs. $0.45. But the 22% stock crash is really about the Q4 guidance: adj EPS of $0.49–$0.55 vs. the $0.61 consensus. The Middle East conflict is hurting the International segment, new store investments are temporary costs, and North America Contract orders were up 13%. At 7x forward earnings with a 5% dividend yield, the question is whether the selloff is an overreaction.
MillerKnoll missed Q3 FY2026 estimates — revenue of $926.6M vs. $942M expected, adj EPS $0.43 vs. $0.45. But the 22% stock crash is really about the Q4 guidance: adj EPS of $0.49–$0.55 vs. the $0.61 consensus. The Middle East conflict is hurting the International segment, new store investments are temporary costs, and North America Contract orders were up 13%. At 7x forward earnings with a 5% dividend yield, the question is whether the selloff is an overreaction.
Chewy delivered record FY2025 free cash flow of $562M, 21.3M active customers, and expanding EBITDA margins. The stock surged 13% on strong Q1 FY2026 guidance and record autoship penetration of 84%.
Chewy delivered record FY2025 free cash flow of $562M, 21.3M active customers, and expanding EBITDA margins. The stock surged 13% on strong Q1 FY2026 guidance and record autoship penetration of 84%.