The semiconductor firm projects earnings per share of $0.23-$0.26 as data center demand drives a doubling of sales in FY 2027. Allegro MicroSystems (ALGM) guided Q2 FY 2027 sales to $265M-$275M and EPS to $0.23-$0.26, citing robust demand in data center markets. The compan
Columbus McKinnon raises adjusted EPS outlook to $1.90-$2.10 after Q1 pro forma sales grow 10%. Columbus McKinnon raised its fiscal 2027 sales outlook to $2.09 billion-$2.15 billion and adjusted EPS to $1.90-$2.10. The update follows a 10% year-over-year increase in pro fo
Earnings Call Insights: Rimini Street (RMNI) Q2 2026 Management View - "We have now delivered four consecutive quarters of improved growth metrics in alignment with the vision, strategy and plan we shared at the 2025 Investor Day, and we reiterate our Rule of Seeking Alpha's...</
Builders FirstSource lowers housing-starts assumptions but maintains long-term sales targets despite weak market conditions. Builders FirstSource projected net sales of $14 billion to $14.8 billion for 2026, adjusting its outlook amid a sluggish housing market. The company
Exelon cuts its data center expansion forecast after missing Q2 earnings estimates, citing consumer resistance to higher utility costs. Exelon (EXC) fell 3.1% after reporting Q2 adjusted earnings slightly below estimates and reducing its forecast for new data center projec
The childcare services provider narrowed its full-year adjusted EPS and revenue outlook after Q2 2026 results. Bright Horizons Family Solutions (BFAM) updated its 2026 financial guidance, projecting adjusted earnings per share between $5.05 and $5.15. The company also narr
The gaming platform cites discovery changes and weaker monetization as key factors in its updated quarterly forecast. Roblox projected Q3 bookings of $1.58 billion to $1.65 billion, reflecting ongoing challenges in monetization and recent adjustments to its discovery algor
Company cites disciplined capital allocation as it targets organic revenue growth amid record Q1 fiscal 2027 results. CSW Industrials projected approximately $48 million in interest expenses for fiscal 2027 during its latest earnings call. The estimate accompanies a focus
The REIT plans to restart loan originations in late 2026 or early 2027 after securing additional capital. Claros Mortgage Trust expects to add $140M in liquidity as it prepares to resume originating loans on transitional real estate. The move follows a challenging period o
DLH Holdings outlines margin goals for Q3 2026, aiming for modest growth alongside improved profitability metrics. DLH Holdings Corp. (DLHC) set margin targets for Q3 2026, aiming to return to approximately 20% gross margin and achieve 9%-10% adjusted EBITDA margin. The co
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