Small-Caps — page 6
Merit Medical Raises Full-Year Guidance as Growth Accelerates
Merit Medical Systems posted second-quarter revenue of $418.8 million, up 10% year over year, and raised its full-year revenue and profit guidance.
ICE to Acquire MarketAxess for $6 Billion in Cash
Intercontinental Exchange agreed to buy MarketAxess Holdings (MKTX) for $167 a share in cash, a 33% premium, capping a stretch in which the bond-trading platform posted record first-quarter revenue of $233.4 million.
Lear's Margins Widen as E-Systems Rebound Drives Earnings Growth
Lear posted second-quarter net income of $192.8 million, up 17% from a year earlier, as its electronics segment margin nearly doubled and the company raised its full-year guidance.
Greif Profit More Than Doubles as Margins Widen, Debt Shrinks
Greif posted a 156.7% jump in net income to $78.8 million as gross margin expanded 650 basis points and leverage fell to 1.1x from 3.1x a year earlier.
Cavco Profit Falls Even as Revenue and Backlog Climb
Cavco Industries closed its first quarter of fiscal 2027 with a backlog of $298 million, up more than 50% from three months earlier, even as per-share profit fell for the second time in three quarters.
Cousins Properties Lifts FFO and Raises Full-Year Guidance
The Atlanta office landlord posted funds from operations of $0.75 a share in the second quarter, up from $0.70 a year earlier, as leasing pushed occupancy to its highest level since early 2020.
Columbia's Profit Swing Rides One-Time Tariff Refund, Not Demand
Columbia Sportswear swung to $0.52 in diluted earnings per share in the second quarter, but a $78 million IEEPA tariff refund accounted for $0.93 of that figure, implying underlying results were negative.
CNO Financial Lifts Guidance as Operating EPS Surges 45%
CNO Financial Group posted second-quarter operating earnings of $1.26 a share, up 45% from a year earlier, and raised its full-year outlook for the first time this year.
Balchem's Sales Growth Hits Three-Quarter High, Nutrition Margins Widen
Balchem posted 11.2% net sales growth in the second quarter, its fastest pace in three quarters, as its Animal Nutrition and Health segment's operating earnings jumped 48.7%.
Axos Loan Growth Slows, Deposits Jump on Jenius Deal, Credit Costs Ease
Net interest income rose 13.5% to $317.9 million at Axos Financial (AX) even as loan growth decelerated for a third straight quarter and CET1 slipped to 11.76%.
Waystar Raises Guidance Even as Growth Engines Cool
Waystar posted 18% revenue growth to $319.7 million and raised its full-year outlook, even as volume-based revenue growth slowed to just 3% and net revenue retention fell to 108%.
Sensata Posts Third Straight Quarter of Accelerating Growth
Sensata Technologies Holding reported second-quarter revenue of $990.6 million, up 5.0% year over year and marking the fastest organic growth pace in a year of sequential acceleration.
Patterson-UTI Snaps Six-Quarter Slide as Pricing Turns Higher
Patterson-UTI Energy swung to a broad-based sequential rebound, with revenue climbing 10% to $1.2 billion and its rig count exit rate jumping to 96 from a 92 average.
NorthWestern Energy Profit Growth Returns as Merger Nears Finish Line
NorthWestern Energy Group posted second-quarter adjusted earnings of $0.50 a share, up from $0.40 a year earlier, as its pending merger cleared every regulatory hurdle but Montana.
Neogen Posts Fastest Core Growth of Fiscal Year, Guides Higher
Neogen (NEOG) closed fiscal 2026 with core revenue growth of 4.3% in the fourth quarter, its strongest quarterly pace of the year, as gross margin widened to 47.8% from 41.2%.
McGrath RentCorp Profit Slips as Sales Deals Slide to Later Quarters
McGrath RentCorp reported second-quarter net income of $33.7 million, down from $36.0 million a year earlier, as a 34% drop in sales revenue offset gains in its rental business.
Laureate Education Raises Full-Year Guidance as Peru Growth Offsets Mexico Margin Strain
Laureate Education's second-quarter revenue rose 17% to $615.9 million, prompting the for-profit university operator to raise its full-year outlook for the second straight quarter.
KBR Revenue Growth Returns as Spin-Off Cash Costs Mount
KBR posted revenue up 2% to $2.0 billion, its first quarterly growth in three quarters, even as operating cash flow fell 77% and new spin-off charges pressured margins.
Green Brick Orders Jump 19% as Home Prices Keep Sliding
Green Brick Partners posted a 19% jump in net new home orders even as revenue fell 9.9% to $481.6 million on lower prices.
Comstock Resources Sells Pinnacle Stake as Gas Prices Slide
Comstock Resources reported adjusted net income of $8.3 million, an 81% sequential drop, as realized gas prices fell to $2.93/Mcfe.
Churchill Downs Posts Record Revenue as Growth Cools
Churchill Downs (CHDN) reported record net revenue of $980 million for the second quarter, up 5% from a year earlier as growth decelerated from the double-digit pace seen in late 2025.
Blackstone Mortgage Trust Posts Loss as Reserves Nearly Triple
Blackstone Mortgage Trust swung to an $81.2 million net loss in the second quarter as credit-loss provisions tripled from a year earlier.
Boot Barn Profit Jumps on Tariff Refunds as Growth Cools
Boot Barn Holdings posted a 32% jump in diluted earnings to $2.29 a share, but same-store sales growth slowed to 4.7% and July trends turned flat, prompting cautious full-year guidance.
PHINIA to Buy stoba Group in Supply-Chain Deal
The acquisition would expand PHINIA’s manufacturing capabilities and give it greater control and flexibility across its supply chain.
Intercontinental Exchange to Buy MarketAxess in $5.7 Billion Cash Deal
The acquisition combines two complementary platforms to create an integrated fixed income ecosystem spanning execution, data, and analytics.
ICE to Buy MarketAxess in $5.7 Billion All-Cash Deal
Intercontinental Exchange said the acquisition would knit its retail bond and data franchise together with MarketAxess's institutional trading network to form a single fixed income marketplace.
Group 1 Automotive to Acquire Hennessy Automobile Companies in Asset Purchase
The acquisition is designed to expand the company's footprint in the Atlanta market to enhance operational efficiency.
Broadband losses deepen at major US providers
Charter, Comcast and Liberty Global all report accelerating declines in fixed-line subscribers and revenue.
Semiconductor Firms Brace for Hardening China Export Controls
Equipment and chip makers are navigating a tightening web of U.S., Dutch, and Japanese restrictions that limit access to advanced nodes and critical components.
Werner Swings to Profit as FirstFleet Deal Powers Freight Recovery
Werner Enterprises posted 24% revenue growth and its best truckload pricing gains in a decade even as GAAP profit fell 85% against a year-ago legal settlement.