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Company reports built from filings, each with its data dates, sources, risks and what would change the view. How the research works
Filter the researchnone active · screen data through 2026-10-23Show filters
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Values come from the deterministic AI-Inflect screen for each company, the same data as the AI-Inflect pages. Technical setups are derived from price and volume. They describe the screen, not a view on the stock.
17 of 17 reports · newest first
Gorman-Rupp (GRC) · Filing update
Gorman-Rupp posts a record quarter, but orders are no longer keeping pace
Gorman-Rupp grew third-quarter 2026 sales 11.8% to $193.3 million and lifted operating margin to 17.5% from 12.4%, while cutting debt by $58.0 million this year. The question for 2027 is demand: first-half orders rose only 1.4% and backlog has slipped since March.
Published October 24, 2026 · data through September 30, 2026
GRCStock panel: chart, trajectory, conditions and setupEOD $73.76Watch
Texas Instruments (TXN) · Filing update
Texas Instruments: margins and cash flow turn as the investment cycle winds down
TI's third-quarter 2026 revenue rose 28% to $6.06 billion while operating margin climbed to 47.5% from 35.1% a year earlier. Capital spending fell to $463 million from $1,197 million, and trailing free cash flow reached $8.4 billion. The pending $7.5 billion Silicon Labs acquisition and heavy exposure to China are the main things to watch.
Published October 24, 2026 · data through September 30, 2026
TXNStock panel: chart, trajectory, conditions and setupEOD $284.69Developing Inflection
Acuity (AYI) · Filing update
Acuity's record year rests on Intelligent Spaces while its lighting core shrinks
Acuity's fiscal 2026 sales rose 6.8% to $4.64 billion and diluted EPS 36.1% to $17.05, with operating cash flow up to $825.6 million. Underneath, lighting sales fell in each of the last two reported quarters, most of the GAAP profit jump reflects last year's acquisition charges rolling off, and about half its products are made in Mexico just as the U.S. declined to renew the USMCA.
Published October 24, 2026 · data through August 31, 2026
AYIStock panel: chart, trajectory, conditions and setupEOD $318.72Watch
Worthington Enterprises (WOR) · Filing update
Worthington Enterprises earns most of its profit through partners, and steel is getting dearer
Worthington grew fiscal first-quarter 2027 sales 13.2% to $343.9 million with acquisitions, but adjusted operating income was flat at $13.7 million. Equity income from its WAVE and ClarkDietrich joint ventures, $40.6 million, was about three times operating income, while steel prices rose more than 30% and a refrigerant-driven tailwind faded.
Published October 24, 2026 · data through August 31, 2026
WORStock panel: chart, trajectory, conditions and setupEOD $63.65Confirmed Inflection
Macy's (M) · Filing update
Macy's: Bloomingdale's carries the growth, and tariff refunds carry the margin
Macy's grew second-quarter 2026 comparable sales 2.7% and raised its full-year guidance, with Bloomingdale's up 11.3% against 1.1% for the Macy's nameplate. The 180-basis-point gross margin gain came from tariff refunds; underneath, margin rose 10 basis points and adjusted EPS 14%.
Published October 24, 2026 · data through August 1, 2026
MStock panel: chart, trajectory, conditions and setupEOD $24.10Early Inflection
Methode Electronics (MEI) · Filing update
Methode Electronics grows sales again, but cash went out the door and the credit line is due in 2027
Methode grew fiscal first-quarter 2027 sales 10.4% to $265.4 million on data center and lighting demand, yet lost $11.4 million, saw adjusted EBITDA margin fall to 5.2% and burned $10.9 million of free cash flow. Its $400 million revolver matures in October 2027, and it has needed covenant waivers before.
Published October 24, 2026 · data through August 1, 2026
MEIStock panel: chart, trajectory, conditions and setupEOD $12.12Watch
Marvell Technology (MRVL) · Filing update
Marvell's AI ramp is real, and so is the concentration behind it
Marvell grew second-quarter fiscal 2027 revenue 37% to $2.74 billion and guided to $3.15 billion for the next quarter, with data center now 79% of sales. The same filings show shipments to China doubling to 42% of revenue, one distributor at 44%, $8.5 billion of purchase commitments, and a customer warrant for up to 59 million shares.
Published October 24, 2026 · data through August 1, 2026
MRVLStock panel: chart, trajectory, conditions and setupEOD $228.51Extended Leader
Workday (WDAY) · Filing update
Workday's margins are rising while backlog growth slows and buybacks outrun cash flow
Workday grew fiscal second-quarter 2027 subscription revenue 13.9% and widened its non-GAAP operating margin to 31.1%, but total subscription backlog growth slowed to 8.0% from 17.0% three quarters earlier. It bought back $2.9 billion of stock in six months against about $1.1 billion of free cash flow, and has since borrowed at 5.7% to 6.3%.
Published October 24, 2026 · data through July 31, 2026
WDAYStock panel: chart, trajectory, conditions and setupEOD $209.99Developing Inflection
Walmart (WMT) · Filing update
Walmart's quarter got a $2.9 billion tariff refund, and the guide is slowing
Walmart grew second-quarter fiscal 2027 net sales 5.9% to $186.1 billion, with U.S. eCommerce up to $29.4 billion and operating income up to $9.4 billion. About $2.9 billion of tariff refunds lowered cost of sales in the quarter, much of it reinvested in prices; net income fell, the third-quarter guide is 3.0% to 3.75%, and Walmart has since sold about $3 billion of U.S. and C$5 billion of Canadian notes.
Published October 24, 2026 · data through July 31, 2026
WMTStock panel: chart, trajectory, conditions and setupEOD $119.89Developing Inflection
Arcosa (ACA) · Filing update
Arcosa's last chapter: what CRH paid $7.5 billion for
CRH completed its $150-a-share cash acquisition of Arcosa on October 23, 2026, months ahead of the expected first-quarter 2027 close, for about $7.5 billion. Arcosa's final filings show a business that had sold its barges for $450 million, grown its utility-structures backlog 49% in six months, and posted negative free cash flow in its last reported quarter.
Published October 24, 2026 · data through June 30, 2026
Allegiant Travel (ALGT) · Filing update
Allegiant's pricing power is real, and so is the debt that came with Sun Country
Allegiant's own airline grew second-quarter 2026 revenue 16.1% on 6.8% less capacity, with unit revenue up 24.6% despite 73% higher fuel costs, and the Sun Country acquisition lifted consolidated revenue 36.9%. Debt rose to $2.8 billion from $1.8 billion, new 7.125% notes carry a liquidity covenant, and in October Allegiant drew more aircraft financing and ordered six more Boeing jets.
Published October 24, 2026 · data through June 30, 2026
ALGTStock panel: chart, trajectory, conditions and setupEOD $67.67Watch
Delek Logistics Partners (DKL) · Filing update
Delek Logistics keeps raising its payout as leverage edges up and its sponsor stays its biggest customer
Delek Logistics grew second-quarter 2026 adjusted EBITDA 12.6% to $143.5 million on gas gathering and processing, reaffirmed $520 million to $560 million of 2026 EBITDA and raised its distribution again to $1.14 a unit. Leverage rose to about 4.23 times, contracted future revenue fell, and the sponsor Delek Holdings both owns 63% of the units and supplies about half of revenue.
Published October 24, 2026 · data through June 30, 2026
DKLStock panel: chart, trajectory, conditions and setupEOD $57.32Early Inflection
Freshpet (FRPT) · Filing update
Freshpet's volume is reaccelerating, but its own guide implies a slower second half
Freshpet grew second-quarter 2026 net sales 15.5% to $305.6 million on volume and widened adjusted gross margin to 48.6%. Yet its 8% to 11% full-year guide implies only about 8% growth in the second half even at the top end, overhead is rising faster than sales, and GAAP profit is swollen by one-off gains.
Published October 24, 2026 · data through June 30, 2026
FRPTStock panel: chart, trajectory, conditions and setupEOD $64.12Developing Inflection
Myers Industries (MYE) · Filing update
Myers Industries: the turnaround is showing in margins, and its growth engine has a legal cloud
Myers grew second-quarter 2026 sales 9.8% to $179.2 million and lifted operating margin to 17.4% from 12.2% as cost cuts landed. Growth rests on Infrastructure, up 52%, the matting business whose subsidiary lost a trade-secret verdict of up to $15 million, while Vehicle and Consumer shrank.
Published October 24, 2026 · data through June 30, 2026
MYEStock panel: chart, trajectory, conditions and setupEOD $32.13Developing Inflection
Unusual Machines (UMAC) · Filing update
Unusual Machines is scaling fast on equity-funded growth, and its biggest order loops back to its own investment
Unusual Machines grew second-quarter 2026 revenue 687% to $16.7 million as U.S. demand for domestic drone components surged, and ended with $229.6 million of cash after raising $210 million of equity this year. One customer was 42% of revenue, management expects a pause in the third quarter, and a $16.9 million order came from a company it invested $30 million in.
Published October 24, 2026 · data through June 30, 2026
UMACStock panel: chart, trajectory, conditions and setupEOD $17.02Extended Leader
Western Digital (WDC) · Filing update
Western Digital's hard-drive boom: 55% growth, 58% gross margin, and a share count shaped by converts
Western Digital grew fiscal first-quarter 2027 revenue 55% to $4.38 billion on cloud demand for hard drives, lifted gross margin to 57.8% from 43.5%, and guided to 66% to 72% growth next quarter. Behind the headline: two customers are 27% of revenue, settling convertible notes cost 9.3 million new shares, and GAAP earnings have swung with the leftover Sandisk stake.
Published October 24, 2026 · data through October 2, 2026
WDCStock panel: chart, trajectory, conditions and setupEOD $343.67Extended Leader
RingCentral (RNG) · Filing update
RingCentral hits its debt target and record margins, but $6.50 of EPS is mostly a tax release
RingCentral grew third-quarter 2026 revenue 5.9% to $676 million, lifted its non-GAAP operating margin to 24.7% and free cash flow 21% to $157 million, and cut gross debt to about $1 billion. GAAP EPS of $6.50 came from releasing a $544.9 million tax valuation allowance; without it EPS was $0.28, and share-based pay still exceeded GAAP operating income.
Published October 24, 2026 · data through September 30, 2026
RNGStock panel: chart, trajectory, conditions and setupEOD $83.39Extended Leader