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Revenue guidance was raised with strong growth across all segments, especially in power and energy. Capacity investments and flexible backlog management support robust demand, while disciplined pricing and technology initiatives drive long-term value. Backlog visibility extends into 2029-2030.Based…
Designer Brands said second-quarter net sales fell 1% year over year and comparable store sales fell 2.4%, while brand portfolio sales rose 18%. The company cited tariff refunds, better inventory management and fewer markdowns as gross margin improved to 47.9%.
Macy's said second-quarter net sales, comparable sales, adjusted EBITDA and adjusted diluted EPS all exceeded guidance. The company reported 2.7% comparable sales growth and said adjusted EPS was 63 cents, helped by tariff refunds.
AeroVironment said first-quarter revenue was $480 million, funded backlog reached a record $1.5 billion and adjusted EBITDA was nearly $46 million. The company also booked $683 million and reaffirmed fiscal 2027 revenue guidance of $2.125 billion to $2.225 billion and adjusted EBITDA guidance of $305 million to $325 mi
Navan said total GBV rose 45% year over year to more than $3 billion in Q2 2027. The company said it exceeded expectations for revenue and non-GAAP operating income and raised its full-year outlook.
Research Solutions said fiscal 2026 revenue was $48.3 million, down from $49.1 million in fiscal 2025. Platform subscription revenue rose 10% to $20.8 million, and the company said it booked about $800,000 in AI-related orders in Q4.
Academy Sports reported second-quarter sales of $1.6 billion, up 3%, with comps down 0.4%, and raised full-year EPS guidance to $6.05 to $6.45 while reaffirming sales growth of 3% to 5%.
Jersey Mike's reported Q2 2026 same-store sales growth of 2.3%, with system-wide sales at $1.21 billion, up 10% year over year, and opened 83 new stores.
Sunbelt Rentals Holdings said first-quarter revenue rose 11% and rental revenue 13%, with adjusted EPS up 20.4% to a record $1.18. The company raised fiscal 2027 guidance for revenue, adjusted EBITDA and CapEx.
Braze reported fiscal second-quarter revenue of $227 million, up 26% year over year, and said non-GAAP operating margin improved by more than 600 basis points. It raised third-quarter and full-year revenue guidance.
Mission Produce reported fiscal third-quarter revenue of $450 million, up 26% year over year, and adjusted EBITDA of $32.4 million. Management also raised its annualized cost synergy target from Calavo integration to more than $30 million.
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BRP said second-quarter revenue was $2.2 billion and normalized EBITDA was $139 million, with results ahead of expectations despite a $145 million net tariff impact. The company lifted full-year revenue and normalized EPS guidance.
UiPath reported second-quarter ARR up 12% to $1.938 billion and revenue up 13% to $410 million, with a fourth consecutive quarter of GAAP profitability and non-GAAP operating margin expanding to 22%.
Torrid Holdings reported second-quarter net sales of $231.7 million and adjusted EBITDA of $23.3 million, in line with guidance. Comparable sales fell 6.3%, while the company raised full-year reported guidance on tariff refunds.
Toro said third-quarter net sales rose 8% and adjusted EPS was $1.33, while lifting full-year adjusted EPS guidance to $4.60 to $4.65.
John Wiley & Sons said Q1 Research publishing revenue rose 12%, while Learning revenue fell 20%. The company reiterated full-year guidance for mid-single-digit organic revenue growth, adjusted EPS of $4.60 to $5.05 and free cash flow of $205 million.
Victoria's Secret said Q2 net sales rose 10% year over year, with operating income and EPS above guidance. It raised fiscal 2026 net sales and adjusted net income per diluted share guidance.
NetApp reported Q1 revenue of $2.03 billion, up 30% year over year, and raised fiscal 2027 guidance to $7.975 billion-$8.225 billion for revenue and $9.73-$10.03 for EPS.
Snowflake reported second-quarter product revenue of $1.49 billion, up 37% year over year, and raised FY27 product revenue guidance to $6.07 billion.
HPE said fiscal third-quarter revenue rose to a record $12.2 billion, with non-GAAP operating profit at a record $2 billion and non-GAAP EPS of $1.11. Management also raised fiscal 2026 and 2027 guidance.
Daktronics said first-quarter fiscal 2027 net sales rose 7.1% and EPS increased to $0.40, with operating income up 7.2% and cash from operations at $31.4 million.
Brown-Forman said first-quarter fiscal 2027 results were largely in line with expectations and reaffirmed full-year guidance for flat organic net sales and a 3% to 5% decline in organic operating income.
FuelCell Energy said it secured its first order for FuelCell Energy Blocks for data center applications and lifted committed and awarded capacity backlog to $3.6 billion as of July 31.
G-III Apparel reported second-quarter net sales of $554 million, slightly below plan, while non-GAAP EPS came in at $0.26, above guidance of $0.15 to $0.25. Gross margin expanded 440 basis points year over year.
Rezolve AI reported H1 2026 revenue of $130.8 million, up from $6.3 million a year earlier, and said customer count rose to more than 1,640. The company reaffirmed full-year revenue guidance of about $360 million.
Plug Power reported Q2 2026 revenue of $178.3 million, said gross margin improved to breakeven, and raised full-year revenue growth guidance to 15%-16% from 13%-15%.
Toll Brothers said it delivered 2,662 homes, generated $2.6 billion of home sales revenue and raised its projected stock repurchases for the year to $700 million from $650 million.
Wolverine World Wide (NYSE: WWW) reported second-quarter revenue up 6% and adjusted EPS up 14%, and raised full-year 2026 revenue guidance to $1.98 billion-$2.00 billion.
GDS Holdings says it booked 260 megawatts of new business in Q2 2026, lifted its full-year sales target to 1 gigawatt, and raised revenue and adjusted EBITDA guidance.