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A simplified, customer-centric strategy is driving quality growth, margin expansion, and strong cash generation, with a focus on operational efficiency, disciplined capital allocation, and social sustainability. Financial targets for 2026—2028 include >5% organic growth CAGR, margin rising to 5.5—6…
A simplified, customer-centric strategy is driving quality growth, margin expansion, and strong cash generation, with targets of over 5% organic growth and 5.5—6% margin by 2028. Operational excellence, disciplined capital allocation, and investments in people, technology, and sustainability underp…
Kroger said second-quarter identical sales without fuel rose 0.2% and adjusted EPS was $1.09. The company also lowered full-year identical sales guidance without fuel to 0.2% to 0.8% while maintaining its adjusted operating profit outlook.
Descartes Systems said total revenue rose 15% year over year to $193.6 million and adjusted EBITDA increased 20% to a record $89.8 million. The company also highlighted AI investment plans and the IDELIC acquisition.
D2L said second-quarter revenue rose 2% to $55.6 million and annual recurring revenue increased 5% to $223.4 million. Management also cited U.S. K-12 churn, revised full-year revenue growth guidance lower and left EBITDA guidance unchanged.
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
SailPoint reported second-quarter ARR of $1.231 billion, up 25% year over year, with SaaS ARR growing 36%. The company also guided Q3 ARR to $1.29 billion and revenue to $328 million.
Core & Main reported second-quarter fiscal 2026 net sales up 2.5% to about $2.1 billion and adjusted EBITDA up 3% to $274 million, while reaffirming full-year guidance for sales and adjusted EBITDA.
Perma-Pipe International reported second-quarter net sales of $59.6 million, up 24% year over year, and net income of $2.5 million versus $0.9 million a year earlier.
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.
United Natural Foods reported fourth-quarter adjusted EBITDA of $172 million, full-year adjusted EBITDA growth of 27% and free cash flow of $323 million. It also cut year-end net leverage to 2.2 times and issued fiscal 2027 sales and EBITDA guidance.
Lululemon reported second-quarter revenue of $2.4 billion, down 4% year over year, and lowered full-year revenue guidance to $10.35 billion-$10.5 billion, citing softer sales trends and inconsistent product launch performance.