Archives

ScanSource: Recurring Revenue Rises 13.5% While Remaining About 31.5% Of Gross Profit

By Amit Chowdhry ● Aug 25, 2026

ScanSource reported another quarter of double-digit recurring revenue growth as the technology distribution company continues shifting more of its business toward higher-value services and recurring revenue streams.

ATRenew: Operating Income Nearly Doubles On 32% Revenue Growth

By Amit Chowdhry ● Aug 25, 2026

ATRenew delivered substantially faster operating-profit growth than revenue growth in the second quarter of 2026 as the pre-owned consumer electronics platform continued scaling its first-party business.

LSI: Q4 Sales Jump 51% As Display Solutions Nearly Doubles, But GAAP Net Income Falls 16%

By Amit Chowdhry ● Aug 25, 2026

LSI Industries recently reported a sharp increase in fiscal fourth-quarter revenue as the acquisition of Royston Group combined with strong organic growth in its Display Solutions business, although acquisition-related expenses contributed to a decline in reported GAAP net income.

Daqo More Than Triples Polysilicon Sales Volume Even As Selling Price Falls Below Cash Cost

By Amit Chowdhry ● Aug 25, 2026

Daqo New Energy more than tripled its polysilicon sales volume sequentially in the second quarter of 2026, but the increase came as pricing fell below the company's cash production cost.

Hg Invests In Nourish Care To Accelerate AI-Powered Social Care Software As Livingbridge Retains Minority Stake

By Amit Chowdhry ● Aug 25, 2026

Nourish Care has secured a strategic growth investment from Hg to accelerate product development and expand its software platform for the U.K. social and community care sector.

Hovnanian: Backlog Value Rises 5% Even As Quarterly Revenue Falls 12%

By Amit Chowdhry ● Aug 25, 2026

Hovnanian Enterprises ended its fiscal third quarter with a larger dollar backlog despite a double-digit decline in quarterly revenue, while a dramatic reduction in inventory impairments and land-option write-offs suggests the homebuilder's inventory position is improving.

Dingdong: Net Income Jumps 154%, But Held-For-Sale Accounting Adds $29.3 Million To Profit

By Amit Chowdhry ● Aug 25, 2026

Dingdong recently reported a 153.5% increase in second-quarter net income, but a significant portion of the improvement resulted from accounting treatment associated with the pending sale of its China business to Meituan.

TMF Group Acquires Navigator Partners, Adding 800+ Clients And Expanding Nordic Fund Administration Platform

By Amit Chowdhry ● Aug 25, 2026

TMF Group has acquired Navigator Partners, a Finland-based provider of fund and investor administration, corporate services and foundation management, expanding its financial services capabilities across Finland and the broader Nordic region.

Twin Disc: Q4 Sales Rise 18% While Gross Profit Fell 3.5%

By Amit Chowdhry ● Aug 25, 2026

Twin Disc reported record quarterly sales in its fiscal fourth quarter, but the higher revenue did not translate into higher gross profit as product mix and a difficult prior-year comparison pressured margins.

Constellation Wealth Capital Takes Minority Stake In $7.6 Billion Firm Confluence Financial Partners

By Amit Chowdhry ● Aug 25, 2026

Constellation Wealth Capital has agreed to make a minority investment in Confluence Financial Partners, an independent wealth management firm with approximately $7.6 billion in assets under management and an additional $400 million in 401(k) plan assets. Financial terms of the transaction were not disclosed.

BTCS: Imperium Revenue Jumps 48% To 61% Of Sales As Company Gross Margin Reaches 61%

By Amit Chowdhry ● Aug 25, 2026

BTCS recently said it is continued shifting its revenue mix toward its higher-margin Imperium decentralized finance business during the second quarter of 2026, helping lift companywide gross margin to 61%.

Payload Secures Strategic Investment From Fifth Third As Payment Volume Approaches $6 Billion Annually

By Amit Chowdhry ● Aug 25, 2026

Payload has secured a strategic investment led by Fifth Third as the embedded payments platform scales toward approximately $6 billion in annual payment volume. Financial terms of the investment were not disclosed.

BOS: Backlog Holds At Record $31 Million Despite 30% Sequential Revenue Growth

By Amit Chowdhry ● Aug 25, 2026

BOS Better Online Solutions recently reported a strong second quarter of 2026, with revenue rising sharply both sequentially and year-over-year while its order backlog remained at a record level.

HERP Raises ¥1.9 Billion Series C Led By JIC VGI As It Plans To Triple Team To 300

By Amit Chowdhry ● Aug 25, 2026

HERP has raised approximately ¥1.9 billion in Series C financing to expand its AI-powered recruiting platform and matching businesses, bringing the Japanese HR technology company's cumulative funding to approximately ¥3.4 billion. JIC Venture Growth Investments joined as the new lead investor, with existing backer DNX Ventures participating again.

Evaxion Cuts Quarterly Net Loss 23% While Maintaining Cash Runway Into Second Half Of 2027

By Amit Chowdhry ● Aug 25, 2026

Evaxion recently reduced its second-quarter net loss by about 23% year over year while maintaining enough cash to fund operations into the second half of 2027 as the company advances its AI-designed cancer and infectious disease vaccine pipeline.

Flux Power: Q4 Revenue Rebounds 25% Sequentially But Remains Down 51% Year-Over-Year

By Amit Chowdhry ● Aug 25, 2026

Flux Power recently reported a sequential rebound in fiscal fourth-quarter revenue as customer orders improved and the company entered a new vertical market, although sales remained roughly half their year-earlier level.

eComID Raises $17 Million Seed Funding As Shopping Passport Reaches 20 Million Monthly Shoppers And Cuts Returns 30%

By Amit Chowdhry ● Aug 25, 2026

eComID has raised $17 million in seed funding to expand its Shopping Passport platform globally and build what it describes as a shopper context layer for the next generation of online commerce. Systemiq Capital led the round, with participation from Regeneration.VC, Course Corrected, Stadium and returning investor CapitalT.

Navios Adds $606 Million Of Long-Term Charters, Lifting Contracted Revenue To $4.4 Billion Through 2037

By Amit Chowdhry ● Aug 25, 2026

Navios Maritime Partners added more than $606 million of contracted revenue through a series of long-term vessel charters, increasing its total contracted revenue to approximately $4.4 billion, extending through 2037.

Risk Ledger Raises £24 Million Series B As Supply Chain Security Network Reaches 16,000+ Organizations

By Amit Chowdhry ● Aug 25, 2026

Risk Ledger has raised £24 million in Series B funding to expand its supply chain cybersecurity platform, develop new AI-powered security capabilities and accelerate its entry into the U.S. market. Axiom Equity, a specialist B2B SaaS growth equity investor, led the round, with existing investor Mercia Ventures also participating.

Mundo AI Raises $20 Million Series A Led By GreatPoint As Total Funding Reaches $24 Million

By Amit Chowdhry ● Aug 25, 2026

Mundo AI has raised $20 million in Series A funding led by GreatPoint Ventures to build data and evaluation infrastructure designed to help artificial intelligence models better understand audio, video and other real-world sensory information. The financing follows a previously unannounced $4 million seed round, bringing total funding to $24 million. Y Combinator, E12 Ventures and Next Frontier Capital also participated in the Series A.

Advance Auto Parts: Operating Income Jumps 359% On Flat Sales, But Tariff Refunds Add $0.31 To EPS

By Amit Chowdhry ● Aug 25, 2026

Advance Auto Parts recently reported a dramatic improvement in second-quarter profitability despite essentially flat revenue, although tariff refunds provided a meaningful boost to earnings.

Airbound Raises $37 Million Series A Led By Greenoaks As Autonomous Flights Top 13,000 And Andhra Pradesh Targets 10,000 Daily

By Amit Chowdhry ● Aug 25, 2026

Airbound has raised $37 million in Series A funding led by Greenoaks to expand its autonomous aircraft platform and pursue a vision of making aerial transportation cheaper than conventional ground-based logistics. DoorDash, Lightspeed India, Lachy Groom and Humba Ventures also participated in the financing.

OSI Systems: Healthcare Margin Jumps To 10% From 1% As Revenue Rises 5%

By Amit Chowdhry ● Aug 25, 2026

OSI Systems recently delivered a sharp profitability improvement in its Healthcare division during the fiscal fourth quarter of 2026, with adjusted operating margin expanding to 10% from approximately 1% a year earlier.

Atour: Retail Revenue Jumps 63% To $232 Million, Nearly Matching Its $254 Million Manachised Hotel Business

By Amit Chowdhry ● Aug 25, 2026

Atour Lifestyle Holdings is increasingly becoming more than a hotel company, with second-quarter retail revenue jumping 63.2% and nearly matching the revenue generated by its core manachised hotel business.

Ross Stores: Comparable Sales Jump 10% As Customer Traffic Drives Growth

By Amit Chowdhry ● Aug 25, 2026

Ross Stores recently reported a 10% increase in second-quarter comparable-store sales as higher customer traffic drove one of the strongest periods of underlying growth for the off-price retailer.

Futu: Trading Volume Jumps 79% As Margin Financing Balance Surges 85%

By Amit Chowdhry ● Aug 25, 2026

Futu Holdings recently reported a sharp increase in investor activity during the second quarter of 2026, with trading volume reaching a record level and its margin financing and securities lending balance nearly doubling year-over-year.

Emerald AI Raises $150 Million Series A At $1.05 Billion Valuation As Platform Targets 100+ GW Of Untapped U.S. Grid Capacity

By Amit Chowdhry ● Aug 25, 2026

Emerald AI has raised $150 million in an oversubscribed Series A financing at a $1.05 billion valuation to scale technology that enables AI data centers to dynamically adjust their electricity consumption based on grid conditions. Energize Capital and DCVC co-led the round, which also included a broad group of strategic and financial investors spanning the AI, energy and industrial sectors.

NetEase: Gross Margin Expands Nearly 580 Basis Points As Revenue-Sharing Costs Fall

By Amit Chowdhry ● Aug 25, 2026

NetEase recently delivered significant gross-margin expansion in the second quarter of 2026 as revenue grew while revenue-sharing and product costs declined.

Blackbird Raises A$1.05 Billion Across New Funds As Portfolio Reaches A$12 Billion

By Amit Chowdhry ● Aug 25, 2026

Blackbird has raised A$1.05 billion across new early-stage and growth funds, marking what the venture firm describes as the largest fundraise in the history of the Australia and New Zealand startup ecosystem. The capital is split between a fund designed to make initial investments in founders and a growth vehicle for follow-on investments.

Machine Investment Group Closes $350 Million Fund II At Hard Cap With $120 Million In Co-Investments

By Amit Chowdhry ● Aug 25, 2026

Machine Investment Group has closed Machine Real Estate Fund II at its $350 million hard cap and raised an additional $120 million of co-investment capital to date, bringing commitments associated with the investment vehicle to approximately $470 million.