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116 analyses, newest first.
- 1-800-FLOWERS.COM, Inc. - Class A (FLWS) · Full Year 2026FLWS — FY2026 Annual Report Analysis
1-800-FLOWERS deliberately shed $182M of revenue to cut unprofitable marketing in fiscal 2026, but gross profit fell more than the marketing savings and corporate overhead rose, leaving adjusted EBITDA down 90% to $2.9M and lenders rewriting its covenants days before the 10-K was filed.
- Culp, Inc. - Common Shares (CULP) · Q3 2026CULP — Q3 2026 Financial Report Analysis
Culp swung to $6.0 million of net income ($0.47 per share) in its fiscal Q1 2027 quarter ended August 2, 2026, but a one-time $6.9 million customs refund of struck-down IEEPA tariffs accounted for essentially all of it — excluding it, the company ran a $0.3 million operating loss, narrowed from $1.9 million a year earlier on restructuring savings and a 310 basis point bedding margin gain.
- Guidewire Software, Inc. (GWRE) · Full Year 2026GWRE — FY2026 Annual Report Analysis
Guidewire ended fiscal 2026 (year ended July 31, 2026) with revenue up 23% to $1.48 billion and GAAP operating income more than tripled to $149.9 million, as subscription gross margin hit 73% and the license-to-cloud swap turned accretive — though stock-based compensation of $181.8 million still exceeds GAAP operating profit.
- AMREP Corporation (AXR) · Q3 2026AXR — Q3 2026 Financial Report Analysis
AMREP sold no developed land at all in its quarter ended July 31, 2026, cutting revenue 66% to $6.1 million and turning $6.1 million of prior-year operating income into a $163,000 loss — a deliberate shift of capital from high-margin land sales into homebuilding.
- Radiant Logistics, Inc. (RLGT) · Full Year 2026RLGT — FY2026 Annual Report Analysis
Radiant Logistics grew FY2026 revenue 3.5% and diluted EPS 11%, but adjusted EBITDA fell 5.3% — the reported earnings gain came from a $6.2M non-cash earn-out revaluation and a $4.0M amortization roll-off, while the acquisition of Mexico-based Weport accounted for nearly all of the revenue growth.
- Uranium Royalty Corp. (UROY) · Q3 2026UROY — Q3 2026 Financial Report Analysis
Uranium Royalty sold nearly its entire physical uranium stockpile for $51.0m to help fund the $964m Sweetwater soda-ash royalty acquisition, lifting net income to $16.3m from $1.0m — while disclosing substantial doubt about its ability to continue as a going concern ahead of a $40m bridge loan due January 31, 2027.
- Wealthfront Corporation (WLTH) · Q2 2026WLTH — Q2 2026 Financial Report Analysis
Wealthfront's revenue was flat at $91.9M in the quarter ended July 31, 2026 while costs rose 45% and net income fell 49%, as client assets shifted from its 0.55%-fee cash product into its 0.22%-fee advisory product and post-IPO stock compensation jumped to $16.4M.
- United Natural Foods, Inc. (UNFI) · Full Year 2026UNFI — FY2026 Annual Report Analysis
UNFI's fiscal 2026 (ended August 1, 2026) sales fell 2.0% to $31.15 billion while net income swung to $84 million from a $118 million loss and Adjusted EBITDA rose 27% to $701 million — a profit recovery built on exiting roughly $1 billion of low-margin Conventional volume and closing distribution centers rather than on selling more.
- Value Line, Inc. (VALU) · Q3 2026VALU — Q3 2026 Financial Report Analysis
Value Line's fiscal Q1 2027 (quarter ended July 31, 2026) saw EPS fall 27.7% to $0.50 as publishing revenue, its EAM asset-management stake and its securities portfolio all declined together — with Value Line Funds assets down 32% in a year the Russell 2000 rose 32.5%.
- RF Industries, Ltd. (RFIL) · Q3 2026RFIL — Q3 2026 Financial Report Analysis
RF Industries posted record quarterly revenue of $23.96M (+21.1% YoY) and tripled net income to $1.44M, but a one-time tariff refund accounts for most of the 160bp gross-margin gain and a 5.5% tax rate understates normalized earnings.
- Dave & Buster's Entertainment, Inc. (PLAY) · Q2 2026PLAY — Q2 2026 Financial Report Analysis
Dave & Buster's swung to a $12.5M quarterly loss as guests spent less on high-margin games and more on discounted food, and a 13% rise in depreciation from its store-building program met a shrinking sales base.
- Children's Place, Inc. (The) (PLCE) · Q2 2026PLCE — Q2 2026 Financial Report Analysis
Children's Place sales fell 18.9% to $241.8 million with comparable sales down 16.7%, and a roughly $39 million one-off tariff refund was the only thing keeping gross margin from collapsing — the net loss still widened to $31.0 million.
- Ocean Power Technologies, Inc. (OPTT) · Q1 2026OPTT — Q1 (FY2027) 2026 Financial Report Analysis
Ocean Power Technologies grew revenue 44% to $1.7m in the quarter ended July 31, 2026, but cost of revenues nearly quadrupled on foreseeable contract losses, the operating loss more than doubled to $15.1m, and the smaller headline net loss reflects only a $4.9m non-cash warrant gain caused by the stock halving — alongside a going-concern warning and an unwaived note default.
- Marwynn Holdings, Inc. (MWYN) · Q1 2026MWYN — Q1 2026 (Quarter Ended July 31, 2026) Financial Report Analysis
Marwynn's revenue jumped from $41,250 to $1.09 million as a new e-waste trading business and restarted food distribution came online, but nearly all of that revenue arrived at razor-thin margins and none of it in cash — the company ended the quarter with $3,541 on hand and a going-concern warning.
- Frequency Electronics, Inc. (FEIM) · Q1 2026FEIM — Fiscal Q1 2027 (Quarter Ended July 31, 2026) Financial Report Analysis
Revenue rose 69.8% to $23.5 million and gross margin widened 9 points to 45.8%, swinging operating income from $0.4 million to $5.2 million, while a July equity offering took cash from $1.6 million to $61.4 million.
- Immersion Corporation (IMMR) · Q1 2026IMMR — Fiscal Q1 Ended July 31, 2026 Financial Report Analysis
Immersion swung to $0.17 diluted EPS from a $0.03 loss, but its haptics licensing segment generated just $3.8M of revenue and $0.3M of operating profit — the earnings came from consolidating 32.3%-owned Barnes & Noble Education and a $13.8M net gain on its securities portfolio.
- Kestra Medical Technologies, Ltd. (KMTS) · Q1 2026KMTS — Q1 2026 (Quarter Ended July 31, 2026) Financial Report Analysis
Kestra Medical grew revenue 60% to $31.0M and lifted gross margin 10.8 points to 56.5% on a 9% drop in cost per patient, but a commercial-hiring build-out and a $6.3M debt-refinancing charge widened net loss 71% to $44.1M, leaving roughly 18 months of runway on $244.7M of cash and investments.
- Coda Octopus Group, Inc. (CODA) · Q3 2026CODA — Q3 FY2026 Financial Report Analysis
Coda Octopus grew fiscal Q3 revenue 9.2% to $7.72M, but the growth came entirely from lower-margin defense engineering subcontracting while its high-margin marine imaging sonar segment fell 15.2% on Middle East project delays.
- Conexeu Sciences Inc. (CNXU) · Q3 2026CNXU — Q3 FY2026 Financial Report Analysis
Conexeu Sciences, a pre-revenue regenerative medicine company that direct-listed on Nasdaq in May 2026, posted a $7.7M quarterly net loss — roughly $6.5M of it consulting, business development and management pay — while pushing its FDA 510(k) submission to March 2027 and ending the quarter with under $2M of cash and a going-concern warning.
- Ispire Technology Inc. (ISPR) · Full Year 2026ISPR — FY2026 Annual Report Analysis (fiscal year ended June 30, 2026)
Ispire's revenue fell 24.7% to $96.0m as cannabis hardware sales dropped 57% and European distributors held back on regulatory uncertainty; stockholders' equity swung to a negative $29.2m, with a $76.3m payable to the CEO-controlled supplier now funding the business.
- Vera Bradley, Inc. (VRA) · Q2 2026VRA — Q2 FY2027 (Quarter Ended August 1, 2026) Financial Report Analysis
Vera Bradley swung to a $4.5 million profit on 1.1% revenue growth, but a non-recurring $7.7 million tariff refund accounts for more than all of the 9.7-point gross margin gain — the durable signal is a 9.2% comparable-sales increase and a debt-free balance sheet with inventory down 28%.
- Benitec Biopharma Inc. (BNTC) · Full Year 2026BNTC — FY2026 Annual Report Analysis
Benitec ended FY2026 (June year-end) with no revenue and a $45.5M net loss, but 58% of that loss was non-cash stock compensation — actual cash burn fell 30% to $16.5M against a $180.0M cash balance, leaving a clinical-stage biotech with roughly a decade of runway and one asset, BB-301, to prove.
- Forgent Power Solutions, Inc. Class A (FPS) · Full Year 2026FPS — FY2026 (ended June 30, 2026) Annual Report Analysis
Forgent Power Solutions grew fiscal 2026 revenue 89% to $1.42 billion on data-center demand and closed the year with a $3.0 billion backlog, but gross margin fell to 35.0% as five new manufacturing campuses ramped below capacity.
- American Battery Technology Company (ABAT) · Full Year 2026ABAT — FY2026 Annual Report Analysis
American Battery Technology grew FY2026 revenue 407% to $21.7M and turned its first positive quarterly gross margin, but a federal directive effective 27 August 2026 bans export of black mass — the majority of its revenue, sold almost entirely abroad.
- Aflac (AFL) · Q1 2026AFL — Q1 2026 Financial Report Analysis
Aflac's Q1 2026 net earnings jumped to $1.02 billion from $29 million on a $1.0 billion swing in investment gains and a 16.8% tax rate, while adjusted earnings slipped 0.6% and Japan posted 25.5% yen sales growth on its new Anshin Palette medical product.
- AES Corporation (AES) · Q1 2026AES — Q1 2026 Financial Report Analysis
AES grew Q1 2026 revenue 9% to $3.18bn but lifted operating margin 45% to $640m on a one-off US development-services fee, an AES Ohio rate increase and the absence of prior-year restructuring costs — reported in the first quarter under a signed $15.00-per-share take-private by GIP and EQT.
- Advanced Micro Devices (AMD) · Q1 2026AMD — Q1 2026 Financial Report Analysis
AMD grew Q1 FY2026 revenue 38% to $10.25bn on a 57% Data Center surge, but revenue was flat sequentially, spending outgrew sales, and a 160-million-share warrant issued to Meta sits outside reported EPS.
- Adobe Inc. (ADBE) · Q2 2026ADBE — Q2 FY2026 Financial Report Analysis
Adobe posted record fiscal Q2 2026 revenue of $6.62 billion, up 13%, but a $70 million goodwill impairment, a $30 million legal charge and a higher tax rate left net income flat, and organic ARR growth ex-Semrush slipped to about 10.5%.
- Adobe Inc. (ADBE) · Q1 2026ADBE — Q1 FY2026 Financial Report Analysis
Adobe grew fiscal Q1 2026 revenue 12% to $6.40 billion, but net income rose only 4% as the effective tax rate jumped from 17% to 22%, leaving an 11% EPS gain largely funded by a 6% smaller share count.
- Accenture (ACN) · Q2 2026ACN — Q2 FY2026 Financial Report Analysis
Accenture posted record second-quarter bookings of $22.1 billion and 8% revenue growth, but a 4.4-point currency tailwind did most of the work: local-currency revenue grew 4% and bookings just 1%, with managed-services bookings down 1%.