Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Griffon CEO Ronald Kramer sold 100,000 shares into a post-earnings pop, cashing out $10.2 million as the company reported a swing to profit.
Orion's Q2 adjusted EBITDA of $58M beat sequentially but fell 15% YoY. Specialty segment EBITDA nearly doubled to $39M, offsetting a 61% drop in Rubber. Management raised FCF outlook.
Owens Corning beat Q2 estimates with $3.93 EPS and $660M EBITDA. Third-quarter outlook points to weaker roofing margins and a 20-22% EBITDA margin companywide.
Once Upon a Farm Q2 net sales rose 42.3% to $85.4M, beating estimates. The company raised its full-year outlook. Baby sales surged 73%, kid sales up 22%.
Ana Pinczuk sold 6,230 shares to cover RSU taxes but retains $15.3M in stock. SentinelOne reports earnings this month; last quarter revenue rose 21% to $277M.
Zotefoams first-half revenue rose 23% to £95.2 million, lifted by its OKC acquisition. Organic sales grew 4%, with CEO Ronan Cox citing diversified end markets and disciplined execution.
Serica Energy swung to net cash in H1 as Q2 production averaged 50,000 bpd and commodity prices ran ahead of forecast, reversing a $200M net debt position.
Berkshire spent $4.5B on buybacks in Q2, its largest since 2021, as operating earnings surged to $13B. Abel's dealmaking pushed Alphabet into top holdings. Alpha Score 53.
Operating earnings rose 16% to $12.98B as Abel ramps buybacks and stock buying. Cash pile dips to $365.5B. Insurance weakens.
Munich Re reported Q2 net profit of €3.9 billion; CEO Christoph Jurecka says the reinsurer is 'firmly on track' for its full-year targets. The call drew analysts from more than a dozen firms.
Fluence Energy held its Q3 2026 earnings call on Aug. 6. CEO Nebreda and CFO Pasha presented results. Nine analysts from Goldman, Citi, RBC and others participated.
OFRM reported Q2 2026 earnings after the close. CEO Foraker and CFO Waldman fielded questions from eight analysts on margins, distribution, and the path to profitability.
Kao raised its full-year operating income forecast by ¥8 billion to ¥190 billion after a record first half, with gross margin above pre-pandemic levels.
CoreCivic's Q2 adjusted FFO hit $0.48 a share on 78.3% occupancy; the prison operator lifted the low end of its 2026 guidance on stronger federal demand.
Trisura hit its 2027 book value target a year early in Q2, but real estate fee income slipped. Surety premiums jumped 52% and the carrier portal now has 41 distribution partners. The second half will decide whether the growth story holds up without the real estate drag.
Kodiak Gas Services beat Q2 estimates with $0.72 EPS, raised 2026 EBITDA to $1.05B-$1.10B as Power Infrastructure revenue surged 35% on data center demand.
A $20 million cost cut in NRC licensing and a 2028 target for first power: Oklo CEO says the staged-permit path eliminates the construction-permit step, saving time and engineering spend on a 15-MW reactor bound for Idaho.
Verastem Oncology cuts 30% staff, saves $8M annually. CEO says company will focus on early-stage RAS-targeting pipeline after Copiktra sales drop 18%. Cash runway into 2029.
Octave Specialty Group held its Q2 2026 earnings call on August 7. CEO Claude LeBlanc and CFO David Trick reviewed financial results and market conditions.
Ardelyx reported Q2 2026 results after the bell on August 6. CEO Mike Raab led the call with analysts from Jefferies, Citigroup, and others. The release includes forward-looking statements on pipeline and commercial progress.
SmartStop Self Storage REIT held its Q2 2026 earnings call on Aug. 6, with management fielding questions from analysts at eight firms. No financial details were provided in the prepared remarks.
Gwynne Shotwell said Starlink will build a terrestrial network to poach AT&T, Verizon, T-Mobile customers. Musk's power and Nvidia remarks also moved stocks.
NexGen Energy reported Q2 2026 results, with CEO Leigh Curyer highlighting Rook I construction and the appointment of Ryan Podrasky as CFO from Elk Valley Resources.
Sezzle CEO says volume growth curves echo the 2020-2021 boom. Analysts pressed on credit risk as BNPL expands. Alpha Score 60.
PureCycle posted $4.2M Q2 revenue, missing the $5.1M consensus, as the Ironton plant ran at a fraction of capacity. Shares fell 8.4% after hours.
Five9 topped Q2 revenue estimates with $295.3M. The Q3 outlook fell short. Shares slid 6% after hours as CEO Mathradas pointed to enterprise deal timing.
WillScot's Q2 rental revenue slipped 2% as modular orders dropped 12%. The CEO called the slowdown a pause, not a pivot, and reaffirmed full-year EBITDA guidance of $780 million to $820 million.
Savaria Corp. reported record Q2 revenue of $246M, up 8.4%, with EBITDA margin of 21% as CEO Bourassa highlighted Savaria One's ongoing success.
Halozyme reported Q2 2026 financial results after market close. CEO Helen Torley and CFO Darren Snellgrove discussed quarterly performance and business outlook.
Core Natural Resources held its Q2 2026 earnings call on Aug. 6. CEO James Brock and CFO Mitesh Thakkar discussed results and outlook. Alpha Score 56.