Small-Caps — page 6
Fuller Raises Fiscal 2026 Ebitda Outlook After Pricing Turn
Organic revenue rose 4.4% in the third quarter as pricing lifted net revenue 7.4%, and the company now sees fiscal 2026 adjusted EBITDA of $655 million to $670 million.
Select Water Solutions to Buy Pilot Water for $700 Million
The water-infrastructure operator will fold a private Delaware Basin midstream company into its recycling and disposal network.
Ligand to Invest Up to $47 Million in AvenCell
The royalty aggregator said the stake will help advance AvenCell’s CRISPR-engineered allogeneic CAR-T programs in AML and B-cell malignancies.
Archer to Acquire Boeing’s Wisk, SkyGrid and Insitu Units
The eVTOL maker said the deal will fold autonomy, UAS and airspace-intelligence businesses into its ZEE physical-AI platform, with Boeing taking a stake.
Food, Beverage & Tobacco Demand Stays Positive as Outlook Lifts
Demand comments stayed positive and outlook turned constructive even as avocado prices and tequila volumes weighed.
Ondas to Buy Three Defense Firms in $56 Million Mixed Deal
The autonomous-systems company said the three purchases will add technologies for autonomous platforms in contested environments.
Worthington Organic Growth Rebounds After a Slow Close
Organic sales growth accelerated to 7% in the fiscal 2027 first quarter as net sales reached $343.9 million.
Thor Withholds Fiscal 2027 Guidance After Profit Collapse
Fourth-quarter net income attributable to THOR was $40.8 million, or $0.78 a share, as the company deferred fiscal 2027 guidance pending Hershey and Elkhart industry events.
KB Home Backlog Rises After Four-Year Stagnation
The homebuilder posted $1.30 billion of third-quarter revenue and $1.05 a share as deliveries, price and margins recovered sequentially.
Talos Energy Closes $420 Million Gulf of America Asset Purchase
The offshore E&P said the Shell deepwater closing advances its plan to build a long-lived, scaled portfolio.
Progress Software to Buy Domo Platform in $400 Million Cash Deal
The AI infrastructure software company will fold Domo’s cloud-native data platform into its existing offerings and keep the seller as a listed shell with net cash and NOLs.
Ligand to Buy Santen's Ryjunea for $23 Million
The biopharma royalty aggregator is adding the first approved pharmacological treatment for slowing pediatric myopia in the EU and UK to its expanding royalty book.
Viking’s GLP-1/GIP agonist advances through Phase 3 development
VK2735’s pivotal injection trials are fully enrolled, while early maintenance findings explore less frequent dosing and an oral Phase 3 start remains planned.
Lilly and Novo set the backdrop for a changing obesity pipeline
Nine selected compounds span approved treatments, new mechanisms and dosing schedules; unlike trials cannot establish a simple efficacy ranking.
The Uneven Conversion of Earnings Into Cash
Acquired activity and lower capital spending explain part of a dramatic cash-flow improvement, while peer comparisons show why its recurring organic component remains unquantified.
AnaptysBio Records $177 Million Tax-Driven Profit
Jemperli global net sales reached $331 million in the three months ended June 30, 2026, as AZUR-1 data moved the FDA clock to February 2027.
Construction Partners Adds Roads, Inc. of NWF
The Florida Panhandle deal folds the contractor into C.W. Roberts to deepen CPI’s public and private infrastructure coverage in the region.
FDA Approves Scholar Rock's ISEMBYLD
Scholar Rock Holding (SRRK) won approval for ISEMBYLD under BLA 761463, with the agency's status date of September 11, 2026.
Regional Banks Split on CRE Growth as Deposit Costs Ease
A wave of second-quarter filings shows commercial real estate books expanding sharply at some regional lenders while deposit repricing and credit costs eased at others.
Catastrophe Loss Relief Drives Reinsurance Pricing Softening
RenaissanceRe's property book swung from a 148.7% combined ratio to 34.1% in a single year, and the relief is already showing up as give-back in reinsurance pricing.
Disney's Fubo Deal Lifts Streaming Revenue as Linear Erosion Spreads
Disney quantified how much of its subscription growth came from the Fubo transaction, while affiliate-dependent peers reported accelerating basic-subscriber losses and unchanged risk language on the pace of the shift.
Rubrik's 48% Cloud ARR Surge Leads Diverging Software Sector Growth
Cloud-metric disclosures across the sector show recurring revenue accelerating at some companies and cooling at others, even as risk-factor hedging on cloud adoption and renewal rates stayed largely unchanged.
Office CRE Stress Persists in Bank Filings as Kilroy Sees Gains
Community bank lenders keep flagging distressed office borrowers in central business districts even as one West Coast office landlord reports improving leasing activity.
Beazer's Margin Hit Highlights Builders' Cost and Rate Strain
A rapid March run-up in mortgage rates cut into one builder's spring selling season, while risk-factor language across the group kept flagging tariffs, labor and land costs as unresolved pressure points.
Kratos Backlog Nears $2.1 Billion as Defense Suppliers Diverge
Kratos Defense & Security Solutions posted the sharpest backlog gains in the group while several suppliers further down the chain flagged funding and program risk even as new contract wins accumulated.
Southwest Fares Jump 16.6% as Sabre Flags Mideast Booking Drag
Southwest Airlines disclosed record first-quarter revenue on a sharp fare increase, while Sabre and Wheels Up reported demand pressures tied to conflict abroad and shrinking private-jet flight volumes.
Interparfums Extends Cavalli Fragrance License Through 2046
The fragrance licensee locked in worldwide rights to Roberto Cavalli and Just Cavalli for another two decades after three years of managing the brands.
Hub Group Cuts 2026 Revenue Outlook and Flags Nasdaq Delisting
The company now estimates full-year 2026 operating revenue of about $3.6 billion to $3.8 billion, down from a February range of $3.65 billion to $3.95 billion.
Lindblad Expeditions to Buy White Desert for $61 Million
The expedition-travel operator said the all-cash purchase of White Desert and Echo Charlie is the largest transaction in its history and a partnership to deepen differentiated adventure experiences.
Torrid Quantifies China Exit as Tariff Refund Uncertainty Spreads
Torrid Holdings disclosed a concrete drop in Chinese sourcing while Oxford Industries and V F Corp flagged new uncertainty over whether tariff refunds owed to them will ever arrive.