Reports

NVIDIA posted record revenue of $44.1B in Q1 FY26 driven by continued demand in data center and gaming segments, though profitability was affected by a $4.5B H20 charge related to new U.S. export controls.

• Revenue reached $44.1B, up 69% year-over-year.
• GAAP Net Income was $18.775B with GAAP EPS of $0.76.

Salesforce delivered robust Q1 FY26 results with $9.8B in revenue and $1.54B in net income, driven by strength in AI and Data Cloud adoption.

• Revenue reached $9.8B, up from $9.1B the previous year
• EPS came in at $1.59 GAAP and $2.58 non-GAAP

Synopsys delivered a solid Q2 2025, driven by continued demand across its core segments and strength in AI and silicon design technologies. Revenue and non-GAAP EPS beat expectations, reinforcing the company's full-year outlook.

• Revenue reached $1.604 billion, up from $1.455 billion a year earlier.
• GAAP EPS was $2.24, while non-GAAP EPS came in at $3.67.

BMO Financial Group posted a strong Q2 2025, with gains in net income and EPS over the prior year. All operating segments contributed to revenue growth, despite increased credit loss provisions. The bank's capital position remains solid, enabling dividend increases and share buybacks.

• Reported net income increased to CAD$1.96B from CAD$1.87B in Q2 2024.
• Adjusted EPS rose to CAD$2.62 from CAD$2.59 in the same quarter last year.

Agilent Technologies delivered a strong second quarter in fiscal year 2025, reporting revenue of $1.67 billion, a 6.0% increase year-over-year. GAAP net income was $215 million, or $0.75 per share, while non-GAAP net income reached $373 million, or $1.31 per share, showing a 7% increase in non-GAAP EPS compared to the prior year. The company's performance was attributed to its Ignite Transformation initiative.

• Second quarter fiscal year 2025 revenue was $1.67 billion, up 6.0% reported and 5.3% core year-over-year.
• GAAP net income was $215 million, resulting in $0.75 diluted EPS, a decrease of 29% from the prior year.

Veeva Systems announced a strong start to fiscal year 2026 with total revenues reaching $759.0 million, a 17% increase year over year. Subscription services revenue grew by 19%, contributing significantly to the overall growth. Both GAAP and non-GAAP operating income and net income saw substantial increases, exceeding guidance.

• Total revenues for Q1 FY2026 were $759.0 million, a 17% increase compared to the same period last year.
• Subscription services revenues grew by 19% year over year to $634.8 million.

HP Inc. reported fiscal Q2 2025 net revenue of $13.2 billion, up 3.3% year over year. GAAP diluted net EPS was $0.42, down 31%, and non-GAAP diluted net EPS was $0.71, down 13%. Net earnings were $406 million, down 33%.

• Net revenue increased by 3.3% year over year to $13.2 billion.
• GAAP diluted net EPS decreased by 31% to $0.42.

Pure Storage reported a solid start to the fiscal year 2026 with a 12% increase in total revenue year-over-year, reaching $778.5 million. Subscription services revenue grew by 17% and subscription ARR increased by 18%. The company achieved non-GAAP operating income of $82.7 million and generated $211.6 million in free cash flow.

• Total revenue for Q1 FY26 was $778.5 million, a 12% increase year-over-year.
• Subscription services revenue grew 17% year-over-year to $406.3 million.

Dick’s Sporting Goods delivered record Q1 sales with solid EPS and net income, reaffirmed its full-year outlook, and announced plans to acquire Foot Locker.

• Delivered record net sales of $3.175 billion in Q1 2025.
• Reported EPS of $3.24 and non-GAAP EPS of $3.37.

Nutanix delivered a robust quarter with significant revenue growth and a strong shift to profitability, supported by high ARR and strong free cash flow.

• Revenue grew 22% year-over-year to $639 million.
• Net income reached $63.36 million compared to a loss of $15.6 million last year.

U-Haul Holding Company reported a net loss of $82.3 million in the fourth quarter of fiscal 2025, a significant decline from a net loss of $0.9 million in the same period last year. This was largely attributed to increased fleet depreciation expense and reduced gains on the sale of rental equipment. Despite the net loss, the company saw revenue growth in self-storage and self-moving equipment rentals, and an increase in Moving and Storage EBITDA.

• Net losses available to common shareholders significantly increased to $82.3 million in Q4 2025 from $0.9 million in Q4 2024.
• Self-moving equipment rental revenues grew by $29.0 million, or 4.1%, in Q4 2025 compared to Q4 2024.

Nordson reported a 5% increase in sales year-over-year for the second quarter of fiscal 2025, reaching $683 million. Diluted earnings per share were $1.97, while adjusted earnings per diluted share rose 3% to $2.42. EBITDA also saw a 7% increase, reaching $217 million.

• Sales increased by 5% year-over-year to $683 million.
• Earnings per diluted share were $1.97.

SentinelOne reported strong first-quarter fiscal year 2026 results with total revenue increasing 23% year-over-year to $229.0 million and ARR up 24% to $948.1 million. The company achieved record free cash flow margin of 20% and improved GAAP and non-GAAP operating margins.

• Total revenue for Q1 FY26 was $229.0 million, a 23% increase year-over-year.
• Annualized Recurring Revenue (ARR) reached $948.1 million as of April 30, 2025, up 24% year-over-year.

Abercrombie & Fitch posted an 8% increase in revenue and exceeded profit expectations, with Hollister achieving its best-ever Q1 sales. Despite a decline in Abercrombie brand sales, overall net income and EPS were solid.

• Record net sales of $1.1 billion, led by Hollister's 22% growth.
• EPS reached $1.59, with operating income of $101.5 million.

Abivax continued advancing clinical trials for obefazimod, with increased R&D expenses contributing to a higher net loss for the quarter. Despite lower revenue and financial losses, the company maintained a cash position to fund operations through Q4 2025.

• Net loss increased to €52.4M due to higher R&D expenses.
• Revenue declined to €994K, down from €1.19M a year earlier.

e.l.f. Beauty posted its 25th consecutive quarter of net sales growth with $332.6M in revenue, a gross margin of 71%, and adjusted EPS of $0.78. The company also announced a $1B acquisition of rhode to expand its brand portfolio.

• Net sales increased 4% YoY to $332.6M
• Gross margin rose to 71% due to favorable FX and lower transportation costs

Macy's delivered results above guidance with strong performance from Bloomingdale’s and Bluemercury, despite ongoing sales declines at Macy’s nameplate and continued store closures.

• Net sales reached $4.6 billion, exceeding guidance.
• Adjusted EPS of $0.16 surpassed expectations.

Kingsoft Cloud posted $271.5 million in revenue for Q1 2025 with a net loss of $43.6 million. The company saw strong year-over-year growth in AI-related revenue, although seasonal impacts affected sequential results. Adjusted EBITDA improved significantly as AI demand expanded.

• Revenue reached $271.5 million, up 10.9% YoY.
• Net loss narrowed to $43.6 million from $54.4 million a year ago.

VNET delivered solid revenue growth in Q1 2025 driven by wholesale IDC momentum, improving margins and utilization rates, although net losses increased due to changes in the fair value of financial instruments.

• Revenue grew to $309,537,000, driven by an 86.5% increase in wholesale IDC revenue.
• Adjusted EBITDA rose 26.4% year-over-year to $94,038,000.

Capri Holdings experienced a difficult quarter, with a sharp decline in revenue and continued net losses across all major brands. A $545M non-cash tax valuation allowance heavily impacted net income. The company is moving forward with the sale of Versace to Prada and refocusing on Michael Kors and Jimmy Choo.

• Total revenue declined 15.4% YoY to $1.035 billion.
• GAAP EPS came in at $(5.44), heavily impacted by a $545M tax valuation allowance.

nCino delivered strong Q1 results, achieving revenue growth and a return to profitability on a GAAP basis. Despite a decline in non-GAAP net income, operational efficiency and AI-driven platform enhancements highlighted the quarter.

• Total revenue grew 13% year-over-year to $144.1 million
• GAAP net income was $5.6 million compared to a loss in the prior year

Phreesia reported a strong start to fiscal year 2026 with significant revenue growth, improved net loss, and a substantial increase in Adjusted EBITDA compared to the prior year.

• Total revenue for the quarter was $115.9 million, a 15% increase year-over-year.
• Net loss improved significantly to $3.9 million from $19.7 million in the same period last year.

Triumph Group closed Q4 FY2025 with $377.9 million in revenue, achieving solid adjusted EPS of $0.48 and generating $144 million in free cash flow. Net income reached $28.2 million, driven by strength in both OEM and aftermarket sales as well as strategic margin expansion.

• Net sales reached $377.9 million, with year-over-year growth driven by military aftermarket and OEM segments.
• Adjusted EPS was $0.48, reflecting improved operational efficiency and cost control.

Photronics saw a modest revenue decline in Q2 2025, with net income significantly dropping compared to the prior year. The company repurchased $72 million of stock and initiated a CEO transition as Dr. Frank Lee stepped down. Operating margin remained stable while IC segment revenue showed slight sequential growth.

• Revenue was $211.0M, down 1% sequentially and 3% YoY.
• GAAP net income dropped sharply to $8.9M compared to $36.3M in Q2 2024.

Columbus McKinnon saw a 7% year-over-year sales decline in Q4 2025 and recorded a net loss, with notable cost pressures from factory consolidation and acquisition-related expenses.

• Net sales dropped 7% YoY to $246.9 million, mainly due to short-cycle demand softness.
• Net loss was $2.7 million, compared to net income of $11.8 million in Q4 2024.

Mesa Laboratories reported solid results for the fourth quarter of fiscal year 2025, with a 5.5% increase in total revenues and a significant increase in operating income. Core organic revenue growth was strong across all four divisions, and the company improved its balance sheet by reducing inventory and paying down debt.

• Total revenues increased by 5.5% to $62.1 million in the fourth quarter of FY25.
• Operating income increased by 100.5% to $1.5 million in the fourth quarter of FY25.

REX American Resources posted solid Q1 2025 results with continued profitability, executing major share repurchases, and advancing key ethanol and carbon capture projects.

• Generated net income of $8.7 million attributable to REX shareholders.
• Reported $158.3 million in revenue driven by ethanol and by-products.

Ituran delivered a strong Q1 2025 with 99,000 net subscriber additions, growth in net income and operating income, and a boost from a new Stellantis partnership.

• Added 99,000 net subscribers, reaching over 2.5 million total
• Revenue rose to $86.5 million, up 2% YoY

Noah Holdings saw a strong improvement in profitability during Q1 2025, with operating income up 53.1% YoY and non-GAAP EPS at $0.33, even as revenue declined mainly due to weaker domestic insurance distribution.

• Net income attributable to shareholders reached $20,500,000, up 13.3% YoY.
• Operating income climbed to $25,600,000, an increase of 53.1% YoY.

Monro faced a challenging Q4 2025, posting a net loss and decreased revenue driven by fewer selling days and increased impairment costs. Despite this, comparable store sales adjusted for days showed growth.

• Revenue decreased to $295.0M, impacted by six fewer selling days.
• Net loss reached $21.3M, compared to a net income of $3.7M in the prior year.

Ooma posted $65M in revenue and a narrow GAAP net loss of $0.1M for Q1 FY26, while achieving strong growth in adjusted EBITDA and non-GAAP earnings.

• Revenue reached $65,029,000, up from $62,499,000 a year earlier.
• Non-GAAP EPS increased to $0.20, compared to $0.14 in Q1 FY25.

Amber International achieved $14.94 million in Q1 2025 revenue, driven by a multi-fold increase in Wealth Management Solutions and new revenue streams from Marketing and Enterprise Solutions.

• Total revenue reached $14.94 million, up significantly YoY due to WFTL contracts and the iClick merger.
• Wealth Management Solutions contributed $9.92 million, reflecting high client demand and diversified offerings.

StealthGas Inc. reported a net income of $14.1 million and basic EPS of $0.38 for Q1 2025. Revenue remained stable at $42.0 million, while time charter equivalent revenues decreased by 4.6%. The company continued to reduce leverage and maintained a strong cash position.

• Net income for Q1 2025 was $14.1 million, a decrease from $17.7 million in Q1 2024.
• Basic EPS for Q1 2025 was $0.38, down from $0.49 in Q1 2024.

FingerMotion, Inc. reported a slight decrease in annual revenue by 0.5% to $35.61 million for FY 2025. The company experienced a significant 28% decrease in gross profits to $2.76 million and a 34% increase in net loss to $5.11 million. Despite these challenges, the SMS & MMS business saw substantial growth, and new platforms like DaGe and C2 contributed initial revenues.

• Annual revenue decreased by 0.5% to $35.61 million in FY 2025.
• Gross profits decreased by 28% to $2.76 million in FY 2025.