As filed with the Securities and Exchange Commission on December 23, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Illumination Acquisition Corp I (Exact name of registrant as specified in its charter) Cayman Islands 6770 N/A (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) Illumin ...

NASDAQ: MDBH The Premier Public Venture Platform We launch game-changing companies Third Quarter 2025 Update November 20, 2025 Forward-Looking Statements This presentation contains "forward-looking statements." These forward-looking statements are made as of the date they were first issued and were based on current expectations, estimates, forecasts and projections as well as the beliefs and assumptions of management. Words such as "expect," "anticipate," "should," "believe," "hope," "target," "project," "g ...

Core Insights - Hudson Technologies (HDSN) reported quarterly earnings of $0.27 per share, exceeding the Zacks Consensus Estimate of $0.21 per share, and up from $0.17 per share a year ago, representing an earnings surprise of +28.57% [1] - The company posted revenues of $74.01 million for the quarter ended September 2025, which was 1.32% below the Zacks Consensus Estimate, but an increase from $61.94 million year-over-year [2] - Hudson Tech shares have appreciated approximately 52.2% year-to-date, significantly outperforming the S&P 500's gain of 15.1% [3] Earnings Outlook - The future performance of Hudson Tech's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is -$0.03 on revenues of $39.49 million, while for the current fiscal year, the estimate is $0.47 on revenues of $241.4 million [7] Industry Context - The Industrial Services industry, to which Hudson Tech belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

分组1 - SiteOne Landscape reported quarterly earnings of $1.31 per share, exceeding the Zacks Consensus Estimate of $1.22 per share, and up from $0.97 per share a year ago, representing an earnings surprise of +7.38% [1] - The company posted revenues of $1.26 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.93%, and up from $1.21 billion year-over-year [2] - SiteOne Landscape has surpassed consensus revenue estimates three times over the last four quarters [2] 分组2 - The stock has underperformed the market, losing about 6.5% since the beginning of the year compared to the S&P 500's gain of 17.2% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.17 on revenues of $1.06 billion, and for the current fiscal year, it is $3.34 on revenues of $4.7 billion [7] - The Zacks Industry Rank indicates that the Industrial Services sector is in the bottom 26% of over 250 Zacks industries, suggesting potential challenges for the stock's performance [8]

Core Viewpoint - EVI Industries, Inc. has experienced significant stock price growth, outperforming the industry and key competitors, driven by strategic acquisitions and strong demand in the commercial laundry sector [1][11][12] Company Overview - EVI Industries is a value-added distributor of commercial laundry equipment and services, operating across the U.S., Canada, the Caribbean, and Latin America [3] - The company employs a "buy-and-build" strategy since 2015, focusing on acquiring complementary businesses to enhance growth and service offerings [3][4] Financial Performance - For the nine months ending March 31, 2025, EVI's revenues increased to $279.9 million from $263.4 million year-over-year, with net income rising over 50% to $5.4 million [5] - The company has improved its financial flexibility with an extended credit agreement maturing in 2030 and an expanded borrowing capacity of $200 million [6] Market Position and Demand - EVI benefits from steady demand in the commercial laundry sector, supported by a diversified customer base that includes institutional, industrial, and government clients [7] - The company's strategic acquisitions have enhanced its market position, allowing for deeper penetration and sustainable growth [4][11] Valuation - EVI Industries is currently undervalued, trading at 1.01X trailing 12-month EV/sales, significantly lower than the industry average of 7.8X and its peers [9][12] Challenges - The company faces challenges such as rising SG&A costs and the need for digital transformation to remain competitive [8] - Environmental compliance issues may pose reputational risks that could impact future growth [8]

Company Performance - TPI Composites reported a quarterly loss of $1.41 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.54, marking an earnings surprise of -161.11% [1] - The company posted revenues of $276.25 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 25.41%, and down from $309.82 million a year ago [2] - TPI Composites has not surpassed consensus EPS estimates over the last four quarters and has only topped consensus revenue estimates twice in that period [2] Stock Performance - TPI Composites shares have declined approximately 83.1% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.27 on revenues of $380.91 million, and for the current fiscal year, it is -$2.49 on revenues of $1.44 billion [7] Industry Outlook - The Industrial Services industry, to which TPI Composites belongs, is currently ranked in the top 29% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The performance of TPI Composites may be influenced by the overall industry outlook, as empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions [5][8]

Core Insights - Xerox Holdings Corporation reported a quarterly loss of $0.64 per share, significantly missing the Zacks Consensus Estimate of $0.1, representing an earnings surprise of -740.00% [1] - The company posted revenues of $1.58 billion for the quarter ended June 2025, which was a 0.75% miss against the Zacks Consensus Estimate, with no year-over-year revenue growth [2] - Xerox shares have declined approximately 38.1% year-to-date, contrasting with the S&P 500's gain of 8.2% [3] Company Performance - Over the last four quarters, Xerox has consistently failed to meet consensus EPS estimates, with only one instance of surpassing revenue expectations [2] - The current consensus EPS estimate for the upcoming quarter is $0.31 on revenues of $1.55 billion, and for the current fiscal year, it is $0.75 on revenues of $6.23 billion [7] - The estimate revisions trend for Xerox was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Office Supplies industry, to which Xerox belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Xerox's stock performance [5]

Company Performance - Hudson Technologies reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.15 per share, and showing an increase from $0.20 per share a year ago, resulting in an earnings surprise of +53.33% [1] - The company posted revenues of $72.85 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.38%, although this represents a decline from year-ago revenues of $75.28 million [2] - Over the last four quarters, Hudson Technologies has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance - Hudson Tech shares have increased approximately 53.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.3% [3] - The current consensus EPS estimate for the upcoming quarter is $0.16 on revenues of $67.71 million, and for the current fiscal year, it is $0.37 on revenues of $229.35 million [7] Industry Outlook - The Industrial Services industry, to which Hudson Technologies belongs, is currently ranked in the top 6% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Hudson Technologies' stock performance [5][6]

Company Overview and Strategy - MDB Capital aims to transform deep technology "Big Ideas" into valuable public companies[6] - The company's goal is to enable investors to create a portfolio of 10–12 MDB curated venture-stage companies over time[7] - MDB's platform helps stand up and launch deep tech new category leaders[10] Pipeline and Due Diligence - In 2024, MDB screened 8,964 private and public companies and further examined 219 to identify deep tech ideas[21] - The number of private companies reviewed increased by 107% from 3,391 in 2023 to 7,025 in 2024[22] - The number of public companies under surveillance increased by 35% from 1,432 in 2023 to 1,939 in 2024[22] - Companies further examined increased by 366% from 47 in 2023 to 219 in 2024[22] Financial Performance and Investments - MDB's direct assets increased significantly by 2,092% from $2,016,959 in 2023 to $44,215,968 in 2024[22] - The company completed an IPO for Invizyne Technologies (now eXoZymes Inc (EXOZ)) in November 2024, raising $15 million[21,40] - MDB's initial investment of $5.9 million in eXoZymes translated into a $150 million market cap company[40] - MDB owns 47% of eXoZymes' outstanding stock[40] Market Positioning and Future Outlook - MDB is well-positioned for 2025 due to a significant increase in micro-cap deal opportunities and a growing demand for micro-cap financing[29,34] - Venture Capital fundraising declined by nearly 58% in 2023 and by 23-25% in 2024[31]