4 Small-Cap Stocks Quietly Crushing It This Year — And They're Not Done Yet

Core Insights - Small-cap stocks have outperformed the S&P 500 for eight consecutive days, with the iShares Russell 2000 ETF (IWM) gaining 5.4% year-to-date [1] - Four small-cap stocks are highlighted for their strong performance and growth potential: Wolverine World Wide, Gorman-Rupp, Evolv Technologies, and Select Water Solutions [1] Company Summaries - Wolverine World Wide (WWW): Reported Q4 2025 revenue of $517.5 million, exceeding estimates, with a year-over-year growth of 4.6%. Adjusted EPS was $0.45, surpassing the $0.44 estimate. Full-year net income reached $101 million, more than doubling year-over-year. The stock is up 34.5% year-to-date [1] - Gorman-Rupp (GRC): Achieved record net sales of $682.4 million for full-year 2025, a 3.4% increase year-over-year. The company ended 2025 with a backlog of $244 million, up 18.4% from the previous year. The stock has gained 34.5% year-to-date [1] - Evolv Technologies (EVLV): Reported Q3 2025 revenue of $42.9 million, beating estimates by 27.4% and growing 57% year-over-year. The net loss narrowed significantly to $1.8 million from $30.4 million in Q3 2024. The stock is down 26.0% year-to-date despite operational progress [1] - Select Water Solutions (WTTR): Q3 2025 revenue was $322.2 million, down 13.2% year-over-year. The stock is up 29.9% year-to-date, with a consensus analyst target of $17.30, above the current trading price [1] Market Trends - The small-cap rotation is gaining attention, with the IWM's outperformance indicating a macro trend that could benefit various companies. Each highlighted stock has a fundamental catalyst supporting its growth [1]