Reports

TD Bank delivered solid Q4 results, with adjusted net income reaching $3.91B and revenues of $15.49B. Strong contributions from core retail banking segments and stable credit quality supported performance.

• Adjusted net income for the quarter reached 3910000000 CAD
• Revenue totaled 15494000000 CAD in Q4 2025

CIBC delivered a strong Q4 2025, with net income reaching $2.18 billion and revenue growing to $7.576 billion. The bank posted solid returns, particularly in Capital Markets and Canadian Banking. EPS improved both on a reported and adjusted basis.

• Revenue for Q4 2025 rose to $7.576 billion CAD.
• Net income for the quarter was $2.18 billion CAD.

Samsara Inc. announced robust financial results for the third quarter of fiscal year 2026, with revenue reaching $416.0 million and ending ARR at $1.745 billion, both showing a 29% year-over-year growth. The company achieved GAAP profitability for the first time, reporting a net income of $7.766 million and a GAAP operating income of -$1.721 million. Non-GAAP operating income was $79.792 million, reflecting strong operational efficiency.

• Q3 revenue reached $416.0 million, marking a 29% year-over-year growth in both actuals and constant currency.
• Ending Annual Recurring Revenue (ARR) stood at $1.745 billion, also growing 29% year-over-year in actuals and constant currency.

Ulta Beauty posted $2.86B in revenue and $230.9M in net income for Q3 FY25, with strong growth in ecommerce and a 6.3% rise in comparable sales. EPS remained flat year-over-year at $5.14.

• Revenue grew 12.9% YoY to $2.86B.
• Net income was $230.9M with EPS at $5.14.

Rubrik Inc. delivered an exceptional third quarter for fiscal year 2026, surpassing all key performance metrics. The company achieved record net new subscription ARR and strong free cash flow generation, driven by increasing demand for its data protection, cyber resilience, and enterprise AI acceleration solutions. Subscription ARR grew 34% year-over-year to $1.35 billion, and total revenue increased by 48% year-over-year to $350.2 million.

• Subscription ARR grew 34% year-over-year, reaching $1.35 billion as of October 31, 2025.
• Total revenue increased by 48% year-over-year to $350.2 million, with subscription revenue up 52% to $336.4 million.

Dollar General delivered strong financial performance in Q3 2025, driven by higher gross margins, reduced shrink, and balanced category growth. EPS rose sharply, supported by robust operating income growth.

• EPS increased to $1.28, up from $0.89 in the prior year
• Net income rose to $282,657,000, reflecting strong operating leverage

Brown-Forman posted weaker quarterly results, with lower net income and revenue driven by the end of the Korbel relationship and a challenging U.S. market. However, the company reaffirmed its full-year guidance and maintained solid gross margin performance.

• Revenue for Q2-26 fell to $1.036 billion from $1.095 billion.
• EPS dropped to $0.47 from $0.55 in the prior year.

Hormel Foods Corporation reported mixed results for the fourth quarter of fiscal 2025, with net sales increasing by 1.5% to $3.186 billion, but operating income significantly declined to $2 million due to non-cash impairment charges. Diluted earnings per share were a loss of $0.10, compared to a gain of $0.40 in the prior year.

• Net sales for the fourth quarter increased by 1.5% to $3.186 billion, with organic net sales up 2%.
• Operating income for the quarter was $2 million, a significant decrease from $294.481 million in the prior year, primarily due to $234 million in non-cash impairment charges.

CooperCompanies delivered Q4 2025 results ahead of expectations with strong adjusted EPS, solid revenue growth across both business segments, and positive free cash flow.

• CooperCompanies beat expectations on revenue, earnings, and free cash flow.
• CooperVision saw growth from MyDay contract wins and MiSight sales up 37%.

ServiceTitan Inc. announced strong fiscal third quarter 2026 results, with total revenue increasing by 25% year-over-year to $249.2 million and gross transaction volume growing by 22% to $21.7 billion. The company also reported a non-GAAP income from operations of $21.5 million, a substantial improvement from the previous year.

• Total revenue for Q3 2026 reached $249.2 million, marking a 25% increase compared to Q3 2025.
• Gross transaction volume (GTV) grew by 22% year-over-year, reaching $21.7 billion.

Donaldson delivered a strong Q1 FY26 performance with record revenue and earnings, driven by growth in replacement parts, new equipment sales, and cost optimization efforts.

• Revenue reached $935.4M, up 3.9% from the prior year.
• Net income rose to $113.9M, reflecting strong margin leverage.

SentinelOne announced robust financial results for the third quarter of fiscal year 2026, demonstrating continued strong growth in revenue and Annualized Recurring Revenue (ARR), both increasing by 23% year-over-year. The company also achieved notable improvements in profitability, with non-GAAP operating margin reaching 7% and non-GAAP net income margin at 10%.

• Total revenue increased by 23% year-over-year to $258.9 million, exceeding previous year's $210.6 million.
• Annualized Recurring Revenue (ARR) grew by 23% to $1,055.3 million as of October 31, 2025.

SAIC announced its third quarter fiscal year 2026 results, with revenues of $1.87 billion, a 6% decrease from the prior year. Net income was $78 million, and diluted earnings per share stood at $1.69. The company reported strong adjusted EBITDA of $185 million, representing 9.9% of revenues, and generated $135 million in free cash flow. SAIC also increased its fiscal year 2026 guidance for revenue, adjusted EBITDA, adjusted EBITDA margin, adjusted diluted EPS, and free cash flow.

• Revenues for the quarter decreased by 6% to $1.87 billion compared to the prior year, primarily due to contract ramp-downs and completions, partially offset by new contracts.
• Net income for the quarter was $78 million, a 26% decrease from the prior year, while diluted earnings per share were $1.69.

BRP delivered a robust Q3 FY26 performance, with revenues reaching CA$2.25 billion and net income more than doubling year-over-year. The company saw growth in Year-Round and PA&A segments, offsetting seasonal product softness, and raised full-year EPS guidance.

• Revenue rose to CA$2.25 billion, driven by ORV demand and favorable product mix.
• Net income surged 150% YoY to CA$76.5 million.

Wiley delivered a strong second quarter in FY2026, highlighted by rising profitability and robust performance in its Research segment. Adjusted EPS and margins expanded, driven by AI-related content licensing and operational efficiencies.

• Net Income reached $44.9 million, with EPS up to $0.84.
• Adjusted EPS rose to $1.10, reflecting margin gains.

UP Fintech delivered robust Q3 2025 results with total revenue of $175.2 million and net income of $53.8 million. High ARPU and asset inflows from key markets like Singapore and Hong Kong contributed to record highs in customer deposits and account balances.

• Revenue reached a record $175.2 million, up significantly from the prior year.
• Net income more than tripled year-over-year to $53.8 million.

Argan delivered strong earnings in Q3 FY26, achieving a higher net income and EPS compared to the prior year. The company reported robust margins and a record backlog, supported by new gas-fired power projects in Texas.

• Revenue for the quarter was $251.2 million, slightly down from the prior year.
• Net income grew to $30.7 million, reflecting improved profitability.

IDT Corporation delivered consolidated revenue growth and record levels of gross profit and Adjusted EBITDA in the first quarter of fiscal year 2026. NRS led the top-line expansion, while all three growth segments reported strong bottom-line results. The Traditional Communications segment again provided steady cash generation.

• Income from operations at NRS, Fintech, and net2phone segments increased by 35%, 97%, and 94%, respectively.
• IDT achieved record quarterly levels of consolidated gross profit, Adjusted EBITDA, and Adjusted EBITDA margin.

Hovnanian Enterprises, Inc. met or exceeded all guidance metrics for the fourth quarter and fiscal year 2025, reporting total revenues of $817.9 million for the quarter and $2.98 billion for the fiscal year. The company also successfully completed a $900 million unsecured debt refinancing.

• Total revenues for Q4 2025 were $817.9 million, within the guidance range.
• Homebuilding gross margin percentage, after cost of sales interest expense and land charges, was 10.7% for Q4 2025.

REX American Resources posted solid Q3 2025 results with stable revenues, strong net income, and continued progress on strategic ethanol and carbon capture projects.

• Revenue reached $175.6 million in Q3 2025, slightly up from $174.9 million in Q3 2024.
• Net income attributable to REX shareholders was $23.4 million.

Stitch Fix announced its financial results for the first quarter of fiscal 2026, reporting net revenue of $342.1 million, an increase of 7.3% year-over-year. The company achieved a gross profit of $149.3 million and an adjusted EBITDA of $13.4 million, demonstrating successful execution of its transformation strategy.

• Net revenue increased by 7.3% year-over-year to $342.1 million, indicating accelerated growth.
• Adjusted EBITDA reached $13.4 million, with an Adjusted EBITDA margin of 3.9%.

Domo reported a total revenue of $79.4 million for the third quarter of fiscal 2026, with subscription revenue reaching $71.9 million. The company achieved a non-GAAP operating margin of 7% and a positive adjusted free cash flow of $2.1 million, indicating a strong move towards profitable growth. Net loss for the quarter was $10.4 million, or $0.25 per share.

• Total revenue for Q3 FY26 was $79.4 million, with subscription revenue at $71.9 million.
• Adjusted free cash flow was $2.1 million, marking a 115% increase year over year.

Build-A-Bear Workshop achieved record Q3 revenue of $122.7 million, supported by strong store performance and international growth, despite facing $4 million in tariff-related costs that impacted margins.

• Total revenue reached a record $122.7 million for Q3 2025.
• EPS was $0.62, down from $0.73 last year due to tariff impacts.

America’s Car-Mart reported a Q2 net loss of $22.5M despite slight revenue growth. Key initiatives included closing a $300M term loan, closing underperforming stores, and improving underwriting standards to enhance credit quality.

• Reported net loss of $22.5M driven by higher credit loss provisions and SG&A expenses.
• Revenue rose to $350.2M, reflecting higher retail prices and increased interest income.

Smith & Wesson Brands, Inc. announced its second quarter fiscal 2026 results with net sales of $124.7 million, a 3.9% decrease from the comparable quarter last year. The company reported GAAP net income of $1.9 million and adjusted EBITDAS of $15.1 million. Despite the sales decrease, the company achieved healthy operating cash flow of $27.3 million, a significant increase from the prior year.

• Net sales for Q2 fiscal 2026 were $124.7 million, a 3.9% decrease from the prior year.
• GAAP net income was $1.9 million, or $0.04 per diluted share, compared to $4.5 million, or $0.10 per diluted share, in the comparable quarter last year.

Genesco Inc. delivered its fifth consecutive quarter of positive comparable sales growth in Q3 FY26, with net sales increasing 3% to $616 million. Diluted EPS was $0.51, and Non-GAAP EPS was $0.79. The Journeys Group showed strong double-digit comparable sales growth, reinforcing its position in the footwear market, despite a pullback in consumer spending in the latter half of the quarter.

• Net sales increased 3% to $616 million compared to Q3 FY25.
• Comparable sales increased 3%, with stores up 5% and e-commerce representing 23% of retail sales.

Zumiez delivered a solid third quarter with EPS of $0.55, up from $0.06 last year, driven by strong comparable sales growth, gross margin expansion, and expense control.

• Net sales increased 7.5% YoY to $239.1 million in Q3 2025.
• Comparable sales rose 7.6%, including a 10% increase in North America.

Knot Offshore Partners delivered strong operational results in Q3 2025, marked by higher revenue and net income. The fleet maintained nearly full utilization, and the company recorded significant adjusted EBITDA and liquidity, supported by the addition of a new vessel and stable charter operations.

• Revenue rose to $96.9 million driven by the addition of the Daqing Knutsen vessel.
• Net income improved significantly to $15.1 million from a loss in Q3 2024.

ChargePoint Holdings, Inc. announced a strong third quarter for fiscal year 2026, with revenue reaching $105.7 million, surpassing guidance. The company also significantly reduced its total outstanding debt by over 50% post-quarter end, strengthening its financial foundation.

• Revenue increased by 6% year-over-year to $106 million, exceeding the top end of guidance.
• Subscription revenue grew by 15% year-over-year to $42 million.

Sportsman's Warehouse achieved modest year-over-year revenue growth and improved margins in Q3 2025, with adjusted earnings rising and same-store sales up. GAAP net income was essentially flat, but adjusted EBITDA and adjusted EPS both increased.

• Revenue rose to $331.3 million, up from $324.3 million a year ago
• Same-store sales grew 2.2%, outperforming adjusted NICS data