Reports

Cintas posted solid results for Q1 FY26, with 8.7% revenue growth and improved profitability. Organic growth and disciplined execution contributed to stronger margins and shareholder returns.

• Total revenue reached $2,718,122,000 driven by 7.8% organic growth.
• Net income increased to $491,140,000 with EPS of $1.20.

Thor Industries saw stable revenue and a notable increase in net income in Q4 FY2025, driven by improved dealer inventory turns and early success of strategic initiatives in the North American market.

• Net income rose to $125.76M from $90.02M in Q4 last year.
• Dealer inventory turns improved, positioning the channel well for FY26.

KB Home delivered solid financial results in the third quarter of 2025, with revenues of $1.62 billion and diluted earnings per share of $1.61. The company focused on operational execution, reducing build times and costs, and continued to return capital to stockholders through significant share repurchases.

• Revenues totaled $1.62 billion, a decrease from $1.75 billion in the prior year.
• Diluted earnings per share were $1.61, down 21% year-over-year, partly offset by share repurchases.

H.B. Fuller delivered a strong third quarter in fiscal 2025, with adjusted EPS up 12% year-on-year and adjusted EBITDA increasing by 3%. The company achieved significant margin expansion, driven by favorable net pricing, raw material cost actions, and cost reduction efforts, despite a slight decline in net revenue.

• Net revenue for Q3 2025 was $892 million, a 2.8% decrease year-on-year, but up 1.6% when adjusted for the flooring divestiture.
• Adjusted diluted EPS increased by 12% year-on-year to $1.26, driven by higher adjusted net income and fewer shares outstanding.

Uranium Energy Corp reported no revenue and no net income in Q4 FY25, reflecting a strategic decision to withhold sales and build inventory for future pricing opportunities. EPS was flat at $0.00, with adjusted EPS at -$0.06. The quarter highlighted UEC's transition to production readiness and strengthening of its vertically integrated uranium platform.

• Revenue was $0 as UEC held back sales to build inventory.
• EPS came in at $0.00 while adjusted EPS was -$0.06.

Steelcase delivered Q2 2026 results with revenue growth of 5% to $897.1M, net income of $35M, and adjusted EPS of $0.45. Growth was driven by large corporate customers and India, while operating income declined due to restructuring and merger-related costs.

• Revenue reached $897.1M, up 5% year-over-year.
• Net income was $35M, with EPS of $0.29 and adjusted EPS of $0.45.

Stitch Fix concluded fiscal year 2025 with its second consecutive quarter of year-over-year revenue growth on an adjusted basis, driven by improvements in client experience and assortment. Despite a reported 2.6% decrease in net revenue to $311.2 million for Q4 2025, adjusted net revenue increased by 4.4%. The company reported a net loss of $8.6 million and diluted loss per share of $0.07, while achieving positive adjusted EBITDA of $8.7 million.

• Q4 2025 net revenue was $311.2 million, a 2.6% decrease year-over-year, but increased 4.4% year-over-year on a 13-week adjusted basis.
• The company reported a net loss of $8.6 million and diluted loss per share of $0.07 for the fourth quarter.