Reports

Broadcom delivered a record-breaking Q3 2025 with revenue reaching nearly $16B, powered by robust demand in custom AI accelerators and networking. The company posted strong profitability and significant free cash flow generation.

• Revenue reached $15.952 billion, a 22% increase YoY.
• Net Income rose to $4.14 billion, reversing a loss from the prior year.

Lululemon delivered EPS above expectations but missed on revenue as weakness in the U.S. business weighed on overall performance. International sales remained a bright spot with strong double-digit growth.

• EPS of $3.10 exceeded expectations
• Revenue of $2.53B missed company guidance

Copart delivered a strong Q4 2025 performance, driven by higher service revenues and improved profitability. Net income rose nearly 23% while EPS climbed to $0.41.

• Total revenue reached $1.13 billion, up 5.2% from Q4 2024.
• Net income attributable to Copart, Inc. increased by 22.9% to $396 million.

Samsara delivered solid Q2 results with 30% year-over-year revenue growth, reduced net loss, and improved operating margins, reflecting increased demand for its Connected Operations Platform.

• Revenue grew to $391,500,000 in Q2 FY2026, up from $300,200,000 the previous year.
• ARR reached $1.64 billion, marking a 30% year-over-year increase.

DocuSign posted solid revenue growth and beat expectations on free cash flow and billings, supported by strong performance across its eSignature, CLM, and IAM businesses.

• Revenue grew 9% year-over-year to $800.6M
• Net income reached $62.97M with diluted EPS of $0.30

Ciena posted solid Q3 2025 results, driven by robust demand for high-speed connectivity solutions. Revenue and net income saw a marked increase year over year.

• Revenue rose to $1.22 billion from $942.3 million last year.
• GAAP net income increased to $50.3 million, up from $14.2 million.

VinFast demonstrated significant year-over-year revenue growth and improved gross margin, driven by higher EV and e-scooter deliveries, though it still reported a net loss and negative free cash flow.

• Revenue reached $663 million, up 92% YoY.
• Net loss widened to $812 million compared to $749 million a year ago.

Toro posted solid adjusted EPS and Professional segment growth in Q3 FY25, but reported earnings were impacted by a non-cash impairment tied to weak residential demand.

• Net sales were $1.1313 billion, down 2% year-over-year due to divestitures.
• Adjusted EPS rose to $1.24, exceeding expectations despite Residential segment softness.

UiPath exceeded guidance across key financial metrics in Q2 FY26, achieving positive net income, strong ARR growth, and operational momentum fueled by customer adoption of agentic automation.

• Revenue reached $361,728,000, up from $316,253,000 in the same quarter last year.
• Net income turned positive at $1,584,000 compared to a loss of $86,097,000 last year.

SAIC's Q2 FY2026 saw a 3% drop in revenue, but profitability improved with strong margins and robust net bookings of $2.6B. Net income surged to $127M, driven by improved contract profitability and a patent settlement gain.

• Revenue declined 3% year-over-year due to contract completions and volume ramp-downs.
• Net income rose to $127M, a 57% increase over the prior year quarter.

Brady Corporation delivered strong Q4 FY2025 results with a 15.7% increase in sales and record adjusted EPS of $1.26. Organic growth was modest, but acquisitions significantly boosted performance. Net income declined on a GAAP basis due to restructuring costs.

• Sales grew 15.7% YoY, driven by 11.3% from acquisitions.
• Adjusted EPS reached a record $1.26, up from $1.19 last year.

Wiley delivered a profitable first quarter in FY26, supported by a notable increase in net income and successful AI licensing partnerships, despite a year-over-year revenue decline due to divestitures.

• Adjusted EPS rose to 0.49, up from 0.47 last year.
• GAAP Net Income reached 11700000, reversing a loss in the prior year.

Argan delivered strong Q2 FY26 results with increased revenue, improved gross margins, record EPS of $2.50, and net income of $35.3M. The company’s backlog approached $2B, reflecting sustained demand across its power and infrastructure projects.

• Revenue reached $237,743,000, up from $227,015,000 in Q2 FY25.
• Net income nearly doubled YoY to $35,275,000.

G-III Apparel surpassed expectations in Q2 2026, posting solid revenue and earnings, led by strong performance in its core brand portfolio. The company also made significant progress on debt reduction and share repurchases.

• Net sales reached $613,266,000, exceeding guidance despite a 5% YoY decline.
• Net income was $10,939,000 with diluted EPS of $0.25.

Quanex reported a strong revenue increase due to the Tyman acquisition, but posted a significant net loss from a $302.3M non-cash goodwill impairment related to business re-segmentation.

• Revenue rose to $495.3M, driven primarily by the Tyman acquisition.
• Net loss totaled $276M, largely due to a $302.3M non-cash goodwill impairment.

Torrid posted Q2 revenue of $262.8M and net income of $1.6M, as it faced continued sales pressure and rising tariff-related costs. Adjusted EBITDA margin declined, but the company reaffirmed its focus on long-term brand initiatives.

• Revenue declined 7.7% YoY to $262.8M amid a 6.9% drop in comparable sales.
• Net income fell to $1.6M compared to $8.3M in Q2 2024.

Caleres delivered Q2 results that reflected a challenging retail environment with lower net sales and gross margin pressure, though the company maintained profitability and advanced strategic initiatives, including the acquisition of Stuart Weitzman.

• Net sales declined 3.6% YoY to $658.5 million.
• Net income was $6.7 million, with EPS of $0.20 and adjusted EPS of $0.35.

Endava delivered £186.8M in revenue for Q4 2025, down 3.9% YoY, but posted a profit versus a loss in the prior year period. Adjusted metrics showed solid performance, with adjusted diluted EPS at £0.24 and adjusted profit before tax at £16.4M.

• Revenue declined 3.9% YoY to £186.8M in Q4 2025.
• Net income improved to £1.2M, reversing a prior year loss.

The company faced a challenging fourth quarter with a wider net loss driven by lower sales, reduced gross margins, and higher operating expenses.

• Q4 revenue declined 6.7% year-over-year to $336.6 million.
• Net loss widened to $51.9 million, more than double the prior year's Q4 loss.

Cango Inc delivered strong operational performance in its Bitcoin mining segment, achieving $139.8 million in revenue and $99.1 million in adjusted EBITDA. However, a large non-cash impairment and discontinued operations led to a GAAP net loss of $295.4 million.

• Revenue reached $139.8 million, primarily from Bitcoin mining.
• Net loss was $295.4 million due to a $256.9 million non-cash impairment and $115.2 million in discontinued operations loss.

Zumiez delivered a 1.9% increase in revenue and a 2.5% rise in comparable sales for Q2 2025, driven by strong North American performance. Despite this, the company posted a net loss of $1.0M, highlighting ongoing margin pressures.

• Revenue increased 1.9% YoY to $214.3M.
• Comparable sales rose 2.5%, led by 4.2% growth in North America.

Concrete Pumping Holdings posted Q3 2025 revenue of $103.7M and net income of $3.7M. Revenue declined across all segments except waste management services, which showed modest growth. Adjusted EBITDA margin contracted to 25.8%, and net income was halved year over year.

• Revenue fell to $103.7M from $109.6M in Q3 2024, a 5.4% decline.
• Adjusted EBITDA was $26.8M, with a margin of 25.8% versus 28.8% last year.

eGain posted Q4 2025 revenue of $23.2M and net income of $30.9M, bolstered by a $29M tax benefit. SaaS revenue grew 6% YoY, while professional services declined. Operating margins and profitability improved significantly compared to the prior year.

• Total revenue was $23.2M, up 3% YoY and 11% sequentially.
• Net income surged to $30.9M, including a $29M tax benefit from valuation allowance release.

Sportsman's Warehouse reported Q2 2025 revenue of $293.9M and a net loss of $7.1M. Same-store sales increased 2.1%, and gross margin expanded by 80 bps. Adjusted EBITDA improved year-over-year, supported by higher sales in core departments and better inventory health.

• Revenue grew 1.8% YoY to $293.9M, driven by strong fishing and firearms categories.
• Same-store sales increased 2.1%, the second consecutive quarter of positive comps.