Core Insights - Plexus Corporation's share performance has been underwhelming, with a 14.5% gain over the past six months, significantly lagging behind the Electronic Manufacturing Industry's 47.5% growth and the S&P 500's 16.2% return [1][7] Price Performance - Other competitors in the electronics manufacturing services sector, such as Jabil, Sanmina, and Flex, have shown gains of 9.5%, 61.9%, and 30.1%, respectively, raising questions about Plexus's potential for a rebound in 2026 [3] Tailwinds for Plexus - Plexus is expected to benefit from new program ramps, focusing on high-demand sectors like healthcare, aerospace, and industrial markets, with 28 manufacturing program wins projected to contribute $274 million to annualized revenues [4][5] - The company has a strong pipeline with a funnel of qualified manufacturing opportunities valued at $3.7 billion, supporting its revenue growth target of 9-12% for fiscal 2026 [5] - In fiscal 2025, Plexus generated $154 million in free cash flow, allowing for debt reduction and share repurchases, with expectations to generate $100 million in free cash flow for fiscal 2026 [10][11] Sector Performance - The aerospace sector, particularly defense and space, experienced double-digit growth, while healthcare and life sciences revenues increased by 5% for the fiscal year, with expectations for further acceleration [8][9] Headwinds for Plexus - Revenue growth for fiscal 2026 is contingent on modest improvements in end-market demand, with challenges in the industrial sector due to weaknesses in industrial equipment and vehicle electrification [12] - Plexus relies heavily on a few large customers, with the top 10 customers accounting for 49% of revenues, exposing the company to customer concentration risks [13] - Macro uncertainties from shifting trade policies and competition from other electronics manufacturers pose additional challenges [14] Valuation - Plexus is trading at a forward 12-month price/sales ratio of 0.93, slightly above the sector's average of 0.89, while competitors like Flex, Jabil, and Sanmina have lower multiples [17][18] Investment Outlook - While Plexus has a healthy long-term outlook, near-term expectations are uncertain, suggesting that new investors should wait for a better entry point, while existing investors may consider holding the stock [19]

John McLaren: Thank you, Charles. On behalf of the entire team, we are thrilled to welcome you to Sun Communities. Your deep understanding of and experience in the real estate industry and fresh perspectives have already been additive, which will help guide Sun through this next exciting chapter of growth and value creation. Turning to our performance. I'm very pleased with our third quarter results. Sun reported core FFO per share of $2.28, exceeding the high end of our guidance range, driven by strong sam ...

ISTANBUL--(BUSINESS WIRE)--Marti Technologies, Inc. ("Marti†or the "Company†) (NYSE American: MRT), Türkiye's leading mobility super app, today announced that it expects to exceed guidance for 2025. In addition, the Company has initiated strong guidance for 2026. For 2026, Marti expects $70 million of revenue, representing over 2x year-over-year revenue growth, and to achieve positive adjusted EBITDA. | 2025 Guidance | 2026 Guidance | Change | | | --- | --- | --- | --- | | Revenue | $34.0 million | $70.0 ...

Core Insights - JFB Construction Holdings expects a 119% increase in Q4 2025 revenues compared to Q4 2024 revenues, indicating strong growth potential for the company [1][2]. Group 1: Financial Performance - The anticipated revenue increase is attributed to several milestones achieved during Q4 2025, with ongoing projects expected to contribute positively to revenue in Q1 2026 [2]. - The company has executed an $18.9 million contract for the first phase of a high school construction project in DeSoto County, with a total contract value of $100 million upon completion [7]. - A $44 million private placement has been completed, with $34 million allocated for general corporate operating expenses [7]. Group 2: Ongoing Projects and Partnerships - JFB is involved in the construction of a Courtyard Marriott in Olive Branch, Mississippi, where it holds a 25% ownership interest [7]. - The company plans to collaborate with Building Tomorrow's Schools, which has developed over 40 schools in Florida, as public school construction becomes a new revenue stream [3]. Group 3: Company Background - JFB Construction Holdings has extensive experience in residential and commercial construction, having developed over 2 million square feet of commercial and retail space [4]. - The company's reputation is built on client trust, with most projects acquired through referrals and repeat customers, operating in 36 U.S. states [5].

Year-to-Date Revenue Reaches $5.8 Million, Up 178%; Beamer Acquisition and Multi-Sector Customer Wins Expand Market Reach With filing of 10-Q, Company believes it has met the requirements to regain compliance with Nasdaq ORLANDO, FLORIDA / ACCESS Newswire / December 23, 2025 / Laser Photonics Corporation (NASDAQ:LASE), ("LPC"), $LASE, a leading global developer of CleanTech laser systems for laser cleaning and other material applications, today announced results for its third quarter ended September 30, 202 ...

Core Viewpoint - Winnebago Industries is experiencing strong financial performance and has raised its revenue guidance for FY2026, indicating positive growth prospects in the recreational vehicle market. Financial Performance - In the first quarter of fiscal year 2026, Winnebago reported a 12.3% increase in revenue, exceeding expectations and contributing to an 8.4% rise in share price [2][5] - The current stock price is $43.73, reflecting positive momentum from the recent financial results [2] Revenue Guidance - The company has raised its revenue guidance for FY2026 to a range of $2.8 to $3 billion [3][5] - Adjusted earnings per share are anticipated to be between $2.10 and $2.80 [3][5] Growth Strategy - Winnebago's long-term growth strategy includes ongoing cost reduction efforts, market share gains, and the introduction of new products [4][5] - These factors contribute to the company's attractive valuation on a forward basis [4] Market Activity - The stock has fluctuated between a low of $42.78 and a high of $47.75 during the day, with a trading volume of 1,567,916 shares [4]

Financial Performance - Nvidia's revenue in fiscal year 2025 reached $130.5 billion, more than double the previous year [1] Leadership - Colette Kress, as executive vice president and chief financial officer, played a key role in Nvidia's significant revenue growth [1]

Core Insights - Grindr Inc. is projected to be a significant investment opportunity by 2026, with potential for substantial returns [1] - The company has reaffirmed its revenue growth outlook for 2025, despite recent developments regarding a take-private offer [2][3] Financial Performance - For Q3, Grindr reported a revenue of $116 million, exceeding analyst expectations by $2.69 million [3] - The net income for the same period was $31 million [3] - The company raised its full-year 2025 adjusted EBITDA outlook to between $191 million and $193 million, indicating a margin greater than 43% [3] - Grindr's management reaffirmed a revenue growth outlook of 26% or greater for 2025 [3] Corporate Developments - Grindr decided to cease engagement with a take-private offer from shareholders Ray Zage and James Lu, who proposed to buy the company for $18 per share in cash [2] - The decision was made by a special committee of the board due to ongoing uncertainty regarding the financing of the proposed offer [2] Business Model - Grindr operates social networking and dating applications specifically for the LGBTQ communities worldwide [4]

They're growing month over month. I mean, if you look at some of the public reports, their revenue has been increasing by billion dollars ARR every single month. And so, as they continue to grow, they need additional compute to keep up with the demand of their users.And so, they're one of the fastest growing companies in the world right now. >> How important was it that Google backs stopped all this. >> Critical.I mean, without Google, we would not be able to get JP Morgan and Goldman Sachs to commit the ba ...

Core Insights - FedEx reported fiscal second-quarter results that exceeded Wall Street expectations for both earnings and revenue, raising its full-year guidance due to stronger package pricing, higher U.S. volumes, and ongoing cost-cutting initiatives [1] Financial Performance - Adjusted earnings for the quarter were $4.82 per share, surpassing analysts' expectations of $4.11 [1] - Revenue increased to $23.5 billion, exceeding the consensus estimate of $22.78 billion [1] Operational Highlights - Consolidated operating performance improved with strengthened pricing across U.S. domestic and International Priority services, alongside growth in U.S. domestic package volumes [2] - Structural cost reductions remained on track, although gains were partially offset by higher wage and transportation expenses, global trade policy changes, and costs related to grounding the MD11 aircraft fleet [2] Segment Performance - The FedEx Express segment showed stronger operating results, with operating margin expanding by 100 basis points to 7.7%, exceeding the consensus expectation of 6.4% [3] - FedEx Freight segment results declined due to lower shipment volumes and rising wage expenses, incurring $152 million in one-time spin-off-related costs during the quarter [4] Future Outlook - For fiscal 2026, FedEx raised its revenue growth forecast to 5%–6% from a prior range of 4%–6% and increased its adjusted earnings outlook to $14.80–$16.00 per share before mark-to-market pension adjustments, compared to the previous range of $14.20–$16.00 [5] - The planned spin-off of FedEx Freight is on schedule for June 1, 2026, with the business expected to trade on the New York Stock Exchange under the ticker symbol FDXF [4]