Core Viewpoint - Plexus reported a strong first-quarter fiscal 2026 performance, with adjusted EPS beating estimates and revenues showing significant year-over-year growth, although slightly missing consensus expectations [2][3][12]. Financial Performance - Adjusted EPS for Q1 fiscal 2026 was $1.78, up from $1.73 in the previous year, surpassing the Zacks Consensus Estimate of $1.77 [2]. - Revenues reached $1.07 billion, reflecting a 9.6% increase year-over-year, but marginally missing the consensus estimate of $1.071 billion [2]. - Gross profit increased by 5.4% year-over-year to $106.2 million, with a gross margin of 9.9%, down from 10.3% in the prior year [9]. Revenue Breakdown - Revenues from the Americas rose by 25.9% to $345 million, while EMEA and Asia-Pacific revenues increased by 16.8% and 0.8%, respectively [3]. - The Aerospace/Defense sector saw an 11.3% year-over-year increase in revenues to $178 million, contributing 17% to total revenues [5]. - Healthcare/Life Sciences revenues grew by 24.6% year-over-year to $466 million, accounting for 43% of total revenues [6]. - The Industrial sector's revenues decreased by 3.6% year-over-year to $426 million, contributing 40% to total revenues [7]. Operational Highlights - Plexus announced 22 manufacturing program wins, expected to generate $283 million in annualized revenues once fully ramped up [3]. - Management anticipates meeting or exceeding the high end of the 9% to 12% revenue growth target for fiscal 2026 due to program wins and strengthening market demand [4]. Cash Flow and Balance Sheet - As of January 3, 2026, cash and cash equivalents were $248.8 million, down from $306.5 million as of September 27, 2025 [10]. - The company reported negative free cash flow of $50.6 million for the quarter, following capital expenditures of $35.2 million [11]. Q2 Outlook - For Q2 fiscal 2026, revenues are projected to be between $1.11 billion and $1.15 billion, with non-GAAP EPS expected in the range of $1.80 to $1.95 [12]. Market Sentiment - Following the earnings release, there has been a 13.19% upward shift in consensus estimates, indicating positive investor sentiment [13]. - Plexus holds a Zacks Rank 2 (Buy), suggesting expectations for above-average returns in the coming months [15].

Core Viewpoint - Avnet reported strong second-quarter earnings for fiscal 2026, exceeding estimates and showing significant year-over-year growth in both earnings and revenues [2][3]. Financial Performance - Adjusted earnings per share for Q2 were $1.05, surpassing the Zacks Consensus Estimate by 10.53% and increasing 20.7% year-over-year [2]. - Net sales rose 11.6% year-over-year to $6.32 billion, exceeding the consensus mark by 5.28% [3]. - The Electronic Components segment's revenues increased 10.8% year-over-year to $5.89 billion, outperforming estimates of $5.6 billion [4]. - Farnell sales surged 23.6% year-over-year to $427.1 million, exceeding the estimate of $400.8 million [4]. Regional Performance - Year-over-year sales growth included a 16.9% increase in Asia to $3.17 billion, a 4.9% increase in the Americas to $1.44 billion, and an 8.3% increase in EMEA to $1.71 billion [5]. Operating Income and Margins - Adjusted operating income was $171.7 million, up 7.7% year-over-year [5]. - The operating margin for the Electronic Components segment contracted 20 basis points to 3.2%, while Farnell's margin improved 370 basis points to 4.7% [6]. Balance Sheet and Cash Flow - As of December 27, 2025, cash and cash equivalents were $286.5 million, up from $175.5 million as of September 27, 2025 [7]. - Long-term debt decreased to $2.47 billion from $2.79 billion [7]. - Operating cash flow for Q2 was $208 million, with $28 million paid in dividends [8]. Guidance and Estimates - For Q3 fiscal 2026, Avnet expects revenues between $6.2 billion and $6.5 billion, with non-GAAP earnings projected between $1.20 and $1.30 per share [9]. - Consensus estimates have trended upward, with an 8.72% shift in estimates over the past month [10]. VGM Scores and Outlook - Avnet holds a Growth Score of A and a Value Score of A, indicating strong performance in these areas [11]. - The stock has a Zacks Rank of 3 (Hold), suggesting an expectation of an in-line return in the coming months [12].

Core Insights - BlackSky Technology, Inc. (NYSE: BKSY) reported revenue of $35.2 million, adjusted EBITDA of $8.8 million, and EPS of ($0.02), which fell short of consensus estimates [1][7] Financial Performance - Revenue from Imagery and Software Analytical Services decreased to $14.5 million, representing a 17% year-over-year decline, attributed to EOCL-related budget uncertainty [1] - Mission Solutions revenue increased significantly to $9.5 million from $1.0 million last year, driven by a new international Gen-3 contract and milestone deliveries [1] - Professional and Engineering Services revenue slightly decreased to $11.2 million from $11.9 million year-over-year due to project timing [1] - Adjusted EBITDA rose to $8.8 million from $7.4 million, supported by higher revenue and cost discipline, while gross margin improved to 72.6% from 65.3% in the previous year [1][7] Backlog and Future Outlook - The company secured over $240 million in new awards, increasing its backlog to $345 million, primarily from international Gen-3 contracts [7] - FY26 guidance indicates ongoing investment in scaling capacity [7]

仕佳光子公告称，2025年公司实现营业收入21.29亿元，同比增加98.12%；归属于上市公司股东的净利 润3.42亿元，同比增加426.15%；扣非净利润3.41亿元，同比增加608.10%。报告期末，总资产23.98亿 元，较期初增加34.55%；归属于上市公司股东的所有者权益15.18亿元，较期初增加26.67%。营收增长 得益于数通市场增长及产品订单增加，净利润增长因营收增加和降本增效。不过，资产减值准备和汇率 波动对业绩有一定影响。数据未经审计，以年报为准。 ...

Lane Parker from Stifel Nicolaus sets a price target of $12 for NYSE:VYX, indicating a potential increase of 45.63%.VYX reported earnings of $0.31 per share, surpassing the Zacks Consensus Estimate and marking a significant improvement from the previous year's loss.The company generated $720 million in revenue for Q4 2025, exceeding estimates and showcasing its strong market position.NCR Voyix Corporation, trading on the NYSE under the symbol VYX, is a prominent player in the unified commerce sector, focusi ...

Management successfully strengthened the balance sheet, reducing net debt by $81 million and achieving a 2.0x bank-defined leverage ratio to provide future financial flexibility.Sweaty Betty's sequential quarterly improvement reflects a strategic reset to prioritize its U.K. home market while transitioning the U.S. business to a more premium, less promotional model.The Wolverine brand's underperformance is attributed to a 'tired' product pipeline, now being addressed through trend-right Western work silhoue ...

Tutor Perini (NYSE:TPC) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAdam Thalhimer - Director of ResearchAlex Rygiel - Managing DirectorGary Smalley - CEO and PresidentJorge Casado - SVP of Investor RelationsLiam Burke - Managing DirectorRyan Soroka - EVP and CFOSteven Fisher - Managing DirectorConference Call ParticipantsMichael Dudas - Partner and Equity Research AnalystOperatorGood day, ladies and gentlemen, and welcome to the Tutor Perini Corporation's fourth quarter 2025 ear ...

Tutor Perini (NYSE:TPC) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker5Good day, ladies and gentlemen, and welcome to the Tutor Perini Corporation's fourth quarter 2025 earnings conference call. My name is Latonya, and I will be your coordinator for today. All participants are currently in a listen-only mode. Following management's prepared remarks, we'll be opening the call for a question-and-answer session. As a reminder, this call is being recorded for replay purposes. If anyone should requi ...

Key Takeaways The Trade Desk fell 15% after weak Q1 guidance overshadowed strong Q4 and full-year 2025 results.TTD posted Q4 revenues of $847M, up 14%, with 95% retention and $1.4B in share repurchases.Margin pressure, lower Q1 outlook, stock compensation and interim CFO weigh on near-term sentiment.The Trade Desk, Inc. (TTD) stock plummeted 15% in after-hours trading on Wednesday, even after reporting strong fourth-quarter and full-year 2025 results. Investors focused on its weaker first-quarter guidance, ...

For the quarter ended December 2025, FTI Consulting (FCN) reported revenue of $990.75 million, up 10.7% over the same period last year. EPS came in at $1.78, compared to $1.56 in the year-ago quarter.The reported revenue represents a surprise of +8.71% over the Zacks Consensus Estimate of $911.4 million. With the consensus EPS estimate being $1.39, the EPS surprise was +28.52%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...