Micro-Caps — page 14
Timberland Reverses Margin Squeeze and Restarts Loan Growth
Net interest margin recovered 4 bps to 3.85% and net loans rose 3% to $1.50 billion in the quarter ended June 30, 2026.
LendingTree's Insurance Growth Offsets a Consumer Slip
Second-quarter revenue was $313.4 million, up 25% from a year earlier, as Insurance revenue reached $209.3 million.
Tiptree Books $372 Million Gain as Fortegra Sale Closes
Tiptree's second-quarter diluted EPS jumped to $10.30 from $0.39 a year earlier after the company completed the $1.65 billion sale of Fortegra and unveiled a $100 million deal to buy specialty insurer Universal Shield.
Spok Cuts 2026 Revenue Guidance After Paging-Unit Slowdown
Second-quarter software operations bookings were $9.5 million, up nearly 92% from the first quarter, as the company lowered its full-year revenue midpoint to $136 million.
Seacor Marine Board Opens Strategic Alternatives Review
Operating income swung to a $16.0 million profit after five vessel sales produced $31.3 million of gains.
Stellus Capital Adds Third SBA-Backed SBIC License
The BDC estimated second-quarter net investment income of $0.25 to $0.27 a share and NAV of $12.76 to $12.84 a share as of June 30, 2026.
Redwood Trust Narrows Loss as Mortgage Banking Volume Nearly Doubles
Redwood Trust cut its GAAP net loss to $0.03 a share in the second quarter from $0.07 in the first, as mortgage banking production topped $8 billion for a second straight quarter.
Regional Management's First-Quarter Profit Rebound Reverses
Second-quarter net income was $8.2 million, or $0.85 a share, after a first quarter in which earnings had risen 63% and 69% year over year.
Quadhics Posts First Sales Growth in Years as Margins Slip
Quadhics swung to a $4 million profit as net sales rose 1% to $578 million, even as adjusted EBITDA margin narrowed and cash on hand fell to $7.4 million.
Nabors Posts Sequential EBITDA Rebound, Cuts 2026 Capex
Nabors Industries swung to positive adjusted free cash flow of $12.3 million and raised its Lower 48 rig-count outlook even as it trimmed full-year capital spending by $25 million at the midpoint.
Magnachip Reverses Sequential Sales Gain and Widens Loss
Continuing-operations revenue was $44.7 million, and the company guided third-quarter sales to $41.5 million to $45.5 million.
John Marshall Bancorp Posts Eighth Straight Quarter of Profit Growth
John Marshall Bancorp reported net income of $7.0 million in the second quarter, its highest since 2022, as net interest margin expanded for a ninth consecutive quarter.
Integra's Revenue Growth Nearly Stalls Even as Margins Recover
Integra Lifesciences swung to a GAAP profit in the second quarter, but organic revenue growth slowed to 0.7%, its weakest pace in more than a year.
Hawthorn's Net Interest Margin Expands for a Second Straight Quarter
Fully taxable-equivalent net interest margin reached 4.16% in the second quarter 2026 as net interest income rose to $17.3 million.
CONMED Reported Sales Go Flat as GI Exit Masks Organic Growth
CONMED's adjusted diluted earnings climbed 20% to $1.38 a share even as reported net sales grew just 0.3% to $343.5 million, a gap driven almost entirely by the completed exit of its GI product line.
Anika Raises 2026 Ebitda Margin Outlook After Record Quarter
Adjusted EBITDA reached $7.1 million, a 22% margin, as the company lifted full-year 2026 adjusted EBITDA margin guidance to 13%–17% from 5%–10%.
Tiptree to Buy Universal Shield Insurance Group in $100 Million All-Cash Deal
Tiptree is redeploying capital freed up by its $1.65 billion Fortegra sale into a new specialty P&C platform anchored by Universal Shield Insurance Group.
MiMedx to Buy Sanara MedTech in $350 Million Cash-and-Stock Deal
The combination would nearly double MiMedx’s surgical revenue and broaden its regenerative-medicine portfolio.
Rocky Brands Profit Jumps as Tariff Refunds Lift Margins
Second-quarter net sales rose 12.0% to $118.4 million as IEEPA refunds lifted gross margin to 51.4% of sales.
Ribbon Raises Third-Quarter Revenue Outlook After Sequential Rebound
Second-quarter revenue was $192 million, and the company now projects third-quarter sales of $215 million to $230 million.
Perma-Fix Defers Hanford Treatment Into Third Quarter
The company estimates a $6.0 million net loss on about $13 million of second-quarter revenue as treatment-related backlog reached $15.7 million.
Nautilus Shifts Roadmap to Proteoforms, Delays Broadscale
The company booked $0.2 million of second-quarter revenue and said Voyager pre-orders are expected in early 2027.
CF Bankshares Net Interest Margin Widens 24 Basis Points
Net interest income rose 11.4% to $14.8 million as average loan yield climbed 25 bps and commercial fundings of $135 million lifted net commercial loan growth to $52 million.
Blue Ridge Bankshares Restarts Loan Growth After 13-Quarter Pause
Loans held for investment rose $19.6 million, a 4% annualized rate, as pre-tax, pre-provision income excluding severance reached $2.9 million.
Ranger Wireline Turns Profitable After Winter Slump
Second-quarter Adjusted EBITDA reached $28.6 million, a 16.2% margin, as Wireline swung to a $1.0 million operating profit.
Richmond Mutual Completes Farmers Bancorp Combination
Net interest income rose 5.5% to $12.1 million as the margin reached 3.22%, while $1.9 million of merger costs and a higher credit-loss provision cut earnings to $0.22 a share.
Citizens Community's Credit Provision Jumps After Nonaccrual Spike
The Wisconsin-Minnesota lender booked a $4.33 million provision as nonperforming assets rose $14.2 million, while net interest income still rose $0.5 million.
Elevance Health Insiders Lead Weekly Buying Clusters
Concentrated open-market purchases emerged across six companies, led by a $1.4 million commitment at Elevance Health.
Comstock Delays Silver Springs Plant Start to August
The company expects the recycling facility to generate about $5 million of revenue in the second half of 2026 after operating at least 25% of rated capacity from August.
HomeTrust's Margin Keeps Climbing as Credit Costs Jump
HomeTrust Bancshares (HTB) pushed its net interest margin to 4.41% in the June quarter even as a swing in off-balance-sheet exposure drove provision expense up 149% and return on assets slipped to 1.46%.