MAXIMUS press release ( MMS ): Q2 Non-GAAP EPS of $2.07 beats by $0.10 . Revenue of $1.31B (-3.7% Y/Y) misses by $10M . Repurchases of Maximus common stock in the quarter totaled 1.4 million shares for $111 million, with an additional 0.6 million shares totaling $39.9 million repurchased through May 1, 2026. The Board of Directors authorized a refresh to the repurchase program for Maximus common s...
MAXIMUS press release ( MMS ): Q2 Non-GAAP EPS of $2.07 beats by $0.10 . Revenue of $1.31B (-3.7% Y/Y) misses by $10M . Repurchases of Maximus common stock in the quarter totaled 1.4 million shares for $111 million, with an additional 0.6 million shares totaling $39.9 million repurchased through May 1, 2026. The Board of Directors authorized a refresh to the repurchase program for Maximus common stock up to an aggregate of $400 million. A quarterly cash dividend of $0.33 per share is payable on June 1, 2026, to shareholders of record on May 15, 2026. More on MAXIMUS Maximus, Inc. 2026 Q1 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on MAXIMUS Historical earnings data for MAXIMUS Dividend scorecard for MAXIMUS Financial information for MAXIMUS
Ridgepost Capital press release ( RPC ): Q1 GAAP EPS of $0.08. Revenue of $75M (+10.8% Y/Y). Fee paying assets under management (FPAUM) of $31.0B represented an18% increase from the prior year• In the quarter, approximately $2.0B of fundraising and deployment wasoffset by $413M of stepdowns and expirations• Private Equity Solutions: $872M• Private Credit Solutions: $108M• Venture Capital Solutions...
Ridgepost Capital press release ( RPC ): Q1 GAAP EPS of $0.08. Revenue of $75M (+10.8% Y/Y). Fee paying assets under management (FPAUM) of $31.0B represented an18% increase from the prior year• In the quarter, approximately $2.0B of fundraising and deployment wasoffset by $413M of stepdowns and expirations• Private Equity Solutions: $872M• Private Credit Solutions: $108M• Venture Capital Solutions: $1.0B More on Ridgepost Capital Ridgepost Capital Inc. 2025 Q4 - Results - Earnings Call Presentation Ridgepost Capital Inc. (RPC) Q4 2025 Earnings Call Transcript Small-cap financial stocks split on quant ratings ahead of Q1 earnings Small-cap financial stocks ranked by quant ratings after earnings season Seeking Alpha’s Quant Rating on Ridgepost Capital
Becton, Dickinson press release ( BDX ): Q2 Non-GAAP EPS of $2.90 beats by $0.13 . Revenue of $4.7B (-11.3% Y/Y) beats by $30M . Executed a $2.0 billion accelerated share repurchase ( ASR ) program and retired $2.1 billion of debt in the quarter FY26 revue negative growth consensus of 12.26%, EPS consensus of $12.48 The company updates its full year fiscal 2026 guidance as follows: Updated New BD ...
Becton, Dickinson press release ( BDX ): Q2 Non-GAAP EPS of $2.90 beats by $0.13 . Revenue of $4.7B (-11.3% Y/Y) beats by $30M . Executed a $2.0 billion accelerated share repurchase ( ASR ) program and retired $2.1 billion of debt in the quarter FY26 revue negative growth consensus of 12.26%, EPS consensus of $12.48 The company updates its full year fiscal 2026 guidance as follows: Updated New BD Guidance as of May 7, 2026 Prior New BD Guidance as of February 9, 2026 GAAP Revenue Growth Low single-digit plus Low single-digit plus Revenue Growth ( FXN ) Low single-digit Low single-digit Adjusted Diluted EPS $12.52 to $12.72 $12.35 to $12.65 Click to enlarge Shares +1.5% PM. More on Becton, Dickinson Becton, Dickinson: Value Or Overvalued Even Now? Becton, Dickinson and Company (BDX) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Becton, Dickinson and Company: A Q1 2026 Earnings And Post Spin-Off Examination Becton, Dickinson FQ2 2026 Earnings Preview U.S. to ease restrictions on carcinogenic gas used for sterilizing medical devices
NCR Voyix press release ( VYX ): Q1 Non-GAAP EPS of $0.10 beats by $0.03 . Revenue of $606M (-1.0% Y/Y) beats by $26.4M . Adjusted EBITDA was $78 million compared to $74 million in the prior year period. Software & Services Revenue was $472 million compared to $475 million in the prior year period. Recurring revenue was $419 million compared to $404 million in the prior year period. Recurring soft...
NCR Voyix press release ( VYX ): Q1 Non-GAAP EPS of $0.10 beats by $0.03 . Revenue of $606M (-1.0% Y/Y) beats by $26.4M . Adjusted EBITDA was $78 million compared to $74 million in the prior year period. Software & Services Revenue was $472 million compared to $475 million in the prior year period. Recurring revenue was $419 million compared to $404 million in the prior year period. Recurring software revenue was $199 million compared to $192 million in the prior year period. 2026 Outlook For the full-year 2026, the Company is updating its outlook to reflect the divestiture of its Japan bank technology solutions business: 1 $ in millions (except EPS) Range YoY % Change Revenue 2 $2,188 - $2,303 vs. $2.22B consensus (prior $2,210 - $2,325) (18%) - (13%) Pro Forma for Hardware Transition Impact 2 (2%) - 3% Adjusted EBITDA $432 - $447 3% - 7% Non-GAAP Diluted EPS 3 $0.89 - $0.92 vs. $0.91consensus (prior $0.93 - $0.96) 3% - 7% Adjusted Free Cash Flow- unrestricted before restructuring $190 - $220 40% - 62% Click to enlarge More on NCR Voyix NCR Voyix: More Than Promises Needed NCR Voyix Corporation (VYX) Q4 2025 Earnings Call Transcript NCR Voyix Corporation 2025 Q4 - Results - Earnings Call Presentation NCR Voyix Q1 2026 Earnings Preview NCR Voyix signs deal with Stater Bros. to upgrade POS, payments systems
Hou Weidong. Hou Weidong , China’s first banking chief information officer (CIO), has been expelled from the Communist Party and referred for criminal prosecution over alleged bribery, the country’s top anti-graft agency said Thursday. Hou, a former Bank of Communications Co. Ltd. (BOCOM) executive vice president, was accused of abusing his control over fintech resource allocation to help others s...
Hou Weidong. Hou Weidong , China’s first banking chief information officer (CIO), has been expelled from the Communist Party and referred for criminal prosecution over alleged bribery, the country’s top anti-graft agency said Thursday. Hou, a former Bank of Communications Co. Ltd. (BOCOM) executive vice president, was accused of abusing his control over fintech resource allocation to help others secure projects and financing in exchange for “massive” bribes.
JHVEPhoto/iStock Editorial via Getty Images Three months after my previous coverage , Marriott International, Inc. ( MAR ) has already weakened by 2.1%. While the bullish trend remains evident, technicals have already shown overbuying and warranted some caution as it became more expensive. We may attribute it to the recent events and the cautious stance ahead of the Q1 2026 results. In my view, th...
JHVEPhoto/iStock Editorial via Getty Images Three months after my previous coverage , Marriott International, Inc. ( MAR ) has already weakened by 2.1%. While the bullish trend remains evident, technicals have already shown overbuying and warranted some caution as it became more expensive. We may attribute it to the recent events and the cautious stance ahead of the Q1 2026 results. In my view, this was logical in line with its valuation and external risks. Its fundamentals and dividends are still attractive, but we cannot deny that the stock price has already increased too much. MAR Q1 2026 The hotel industry has remained strong despite the views about the end of revenge travel. Marriott International, Inc. continued to prove that it could sustain its growth despite the potential decrease in travel hype amid stubborn inflation and geopolitical tensions. Prudent pricing strategies and solid brand recognition still paid off. All these things were seen in its most recent performance. In Q1 2026, its operating revenue amounted to $6.65B , up by 6.2% YoY from $6.26B. This YoY growth was higher than in my previous coverage at 4.1%. In fact, this has been its strongest performance in the past year or since I started covering it. For instance, its YoY growth in Q3 2025 was 3.7% YoY, while 4.1% YoY in Q2 2025, and 4.7% YoY in Q1 2025. This could tell us that revenge travel was not over for MAR. As you can see, revenues from both fee-based and leased/ownership-based models increased by over 10%. They also made up for the slower growth in cost reimbursements. Various factors drove it. One was its strong pricing power. Marriott was able to raise its average daily rate and ADR without sacrificing occupancy. Occupancy dropped in the Middle East and Africa, which should not be surprising considering the tension in the region. But the rest of the world had higher occupancy despite having higher daily rates. With that, you can say that its demand increased. This may be supported by...
Spectrum Brands press release ( SPB ): Q2 Non-GAAP EPS of $1.25 beats by $0.19 . Revenue of $708.9M (+4.9% Y/Y) beats by $31.5M . Second Quarter Net Income From Continuing Operations of $22.5 Million and Adjusted EBITDA of $84.0 Million Increased by $20.7 Million and $12.7 Million, Respectively Ended Second Quarter with Net Debt Leverage of 1.66x Adjusted EBITDA Executed a Strategic Partnership in...
Spectrum Brands press release ( SPB ): Q2 Non-GAAP EPS of $1.25 beats by $0.19 . Revenue of $708.9M (+4.9% Y/Y) beats by $31.5M . Second Quarter Net Income From Continuing Operations of $22.5 Million and Adjusted EBITDA of $84.0 Million Increased by $20.7 Million and $12.7 Million, Respectively Ended Second Quarter with Net Debt Leverage of 1.66x Adjusted EBITDA Executed a Strategic Partnership in the Home and Personal Care Segment, Designed to Accelerate Long Term Growth of the Business More on Spectrum Brands Spectrum Brands: A Compelling Story With Long-Term Tailwinds But Near-Term Headwinds Spectrum Brands Q2 2026 Earnings Preview Most and least shorted large-cap consumer staples at March end Seeking Alpha’s Quant Rating on Spectrum Brands Historical earnings data for Spectrum Brands
BCE press release ( BCE ): Q1 Non-GAAP EPS of C$0.63 beats by C$0.05 . Revenue of C$6.17B (+4.0% Y/Y) beats by C$80M . Bell Business Markets revenue2 up 9.7% on 113% growth in AI-powered solutions revenue2, driven by strong demand for Ateko, Bell Cyber and Bell AI Fabric Strong contribution from acquisition of Ziply Fiber on August 1, 2025 49,525 residential fibre-to-the-home (FTTH) Internet net s...
BCE press release ( BCE ): Q1 Non-GAAP EPS of C$0.63 beats by C$0.05 . Revenue of C$6.17B (+4.0% Y/Y) beats by C$80M . Bell Business Markets revenue2 up 9.7% on 113% growth in AI-powered solutions revenue2, driven by strong demand for Ateko, Bell Cyber and Bell AI Fabric Strong contribution from acquisition of Ziply Fiber on August 1, 2025 49,525 residential fibre-to-the-home (FTTH) Internet net subscriber3 activations, including Ziply Fiber, up 3.2%, contributing to 15% Internet revenue growth 16,947 postpaid mobile phone net subscriber3 activations, up 26,545 year over year Crave subscriptions up 25% to 4.74 million, driven by strong direct-to-consumer streaming growth; Q1 was the most watched quarter in Crave history More on BCE Inc. BCE Inc. (BCE:CA) Shareholder/Analyst Call Transcript BCE Inc. (BCE:CA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript BCE: Slow Growth In 2026 Against Sustainable Business Mix Historical earnings data for BCE Inc. Dividend scorecard for BCE Inc.
Aleksandr Fedosov/iStock Editorial via Getty Images In our last update , we analyzed Ermenegildo Zegna N.V. ( ZGN ) 2025 results. We were positively impressed by the company's solid set of results, with top-line sales reaching €1.91 billion and performance holding up better than peers. That said, we reiterated a neutral view. This was supported by Macro Uncertainty , with regional headwinds from t...
Aleksandr Fedosov/iStock Editorial via Getty Images In our last update , we analyzed Ermenegildo Zegna N.V. ( ZGN ) 2025 results. We were positively impressed by the company's solid set of results, with top-line sales reaching €1.91 billion and performance holding up better than peers. That said, we reiterated a neutral view. This was supported by Macro Uncertainty , with regional headwinds from the escalation in the Middle East and potential margin pressure. Given a fair valuation and our revised 2026 projections, Zegna's stock offered only modest upside. As a result, we concluded to wait for a more compelling entry point. This was not a good call, and Zegna shares have increased by almost 19%. Therefore, today, we are back to comment on the company's performance after the Q1 release. Mare Ev. Lab Previous Rating Update Fig. 1 Q1 Results Zegna reported only top-line sales data, split by segments, geographic areas, and distribution channels. That said, our deep dive remains on the company's Q&A call insights and long-term view, which we will assess in the next paragraph. The company reported Q1 organic sales growth of +7%, exceeding the Wall Street consensus of +6%. In terms of turnover, the group reached €470 million. The real growth engine was the Zegna and Tom Ford Fashion brands, up 11% and 5% organically, respectively (Fig. 2). On the other hand, Thom Browne's sales were down by 3%. By channel, the company reported (again) solid DTC momentum, especially in the Zegna brand. On the other hand, wholesale sales reached €64.3 million, down 19.1% year-on-year. By geography, the company reported solid performances in all regions. Most importantly, China turned positive (+5.3% - Fig. 3) after a prolonged period of underperformance and lower sales growth. The Americas and the EU were up by 17.5% and 1.4%, respectively. Zegna sales by brand Fig. 2 Zegna sales by GEO Fig. 3 Why are we still Neutral? Heightened global uncertainty has weighed (once again) on investor sentim...
Editor's note: Seeking Alpha is proud to welcome The Quality Growth Investor as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Waste to Energy Facility Art Wager/iStock via Getty Images The Investment Thesis Duri...
Editor's note: Seeking Alpha is proud to welcome The Quality Growth Investor as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Waste to Energy Facility Art Wager/iStock via Getty Images The Investment Thesis During its Q1 2026 earnings release on the 6th of May 2026, Clean Harbors, Inc. ( CLH ) reported record revenues of $1.46 billion in Q1 2026 . EPS beat expectations by 4.8% ($1.19 vs. $1.14), as did adjusted EBITDA ($247.9m vs. $242.5m expected), and management raised full-year EBITDA guidance by $40m (a $1.27 billion midpoint). Despite this, CLH stock was hammered in morning trading. The stock had previously enjoyed a rally of more than 50% since November 2025 due to strong earnings and the growing momentum of its PFAS platform. Clearly, markets were pricing in an even more significant beat. The post-earnings stock pullback reflects an inherent overvaluation of CLH stock (my valuation models were predicting a fair value for CLH of $290 vs. the $310 pre-earnings share price). However, I still believe CLH is well positioned to continue delivering strong earnings on the back of a growing PFAS opportunity set, expanded capacity in its Environmental Services segment, and macroeconomic tailwinds owing to an increased oil price, which should benefit its oil recycling business. As proven by Q1 earnings, CLH's capacity for consistent future EPS growth qualifies it as a quality growth stock, and with the latest pullback, CLH shares are now at an attractive entry point for investors looking for consistent and compounding returns over the long-term. Why This is a Buying Opportunity Now I admit, environmental service companies don’t typically attract the same level of excitement as an AI infrastructure or semiconductor stock. But for investors who are interested in investing in a quality-g...
Scorpio Tankers are primed to continue outperforming, even as the U.S. and Iran appear to near the end of their war, according to Bank of America. The bank upgraded the oil transport name to buy from underperform. It also raised its price target on shares to $100 from $76, implying 21% upside from Wednesday's close. The tanker shipper is poised to get a boost "on the sustainability of high rates a...
Scorpio Tankers are primed to continue outperforming, even as the U.S. and Iran appear to near the end of their war, according to Bank of America. The bank upgraded the oil transport name to buy from underperform. It also raised its price target on shares to $100 from $76, implying 21% upside from Wednesday's close. The tanker shipper is poised to get a boost "on the sustainability of high rates and inventory replenishment needs, even as/if hostilities with Iran end," analyst Ken Hoexter said Wednesday in a note. "We expect rates to decline, yet remain at a historically elevated level for the next few quarters, generating significant free cash." As of late Wednesday, Iran and U.S. were closing in on a one-page memorandum that would begin discussions on key issues between the warring nations, putting them on the path to a peace agreement. Since the start of the conflict in late February, Scorpio Tankers has booked more business due to increased ton mile demand. That has boosted its stock, which is up 62% this year. STNG YTD mountain STNG year to date The firm saw higher bookings for its specialized vessels such as its Long Rang 2 and MR product tankers versus Bank of America's estimates, per its analyst's note. Bank of America's call falls in line with consensus on the Street. Of the 11 analysts covering Scorpio, nine have a buy or strong buy on the stock, LSEG data shows.
Planet Fitness press release ( PLNT ): Q1 Non-GAAP EPS of $0.74 beats by $0.11 . Revenue of $337.2M (+21.9% Y/Y) beats by $39.33M . System-wide same club sales increased 3.5%. System-wide sales increased $88.0 million to $1.4 billion, from $1.3 billion in the prior year period. Net income attributable to Planet Fitness, Inc. was $51.6 million, or $0.65 per diluted share, compared to $41.9 million,...
Planet Fitness press release ( PLNT ): Q1 Non-GAAP EPS of $0.74 beats by $0.11 . Revenue of $337.2M (+21.9% Y/Y) beats by $39.33M . System-wide same club sales increased 3.5%. System-wide sales increased $88.0 million to $1.4 billion, from $1.3 billion in the prior year period. Net income attributable to Planet Fitness, Inc. was $51.6 million, or $0.65 per diluted share, compared to $41.9 million, or $0.50 per diluted share, in the prior year period. Net income increased $9.7 million to $51.8 million, compared to $42.1 million in the prior year period. Adjusted net income(1) increased $9.4 million to $59.4 million, or $0.74 per diluted share(1), compared to $50.0 million, or $0.59 per diluted share, in the prior year period. Adjusted EBITDA(1) increased $22.9 million to $139.9 million from $117.0 million in the prior year period. 2026 Outlook For the year ending December 31, 2026, the Company is reiterating the following expectations: New equipment placements of approximately 150 to 160 in franchisee-owned locations. System-wide new club openings of approximately 180 to 190 locations. More on Planet Fitness Planet Fitness Is Nearing An Upgrade After Its Massive Plunge Planet Fitness: Weak Outlook Overshadows Strong Q4 Planet Fitness: Sharp Dip This Year Is A Great Buying Opportunity Planet Fitness Q1 2026 Earnings Preview Jefferies likes these consumer stocks if the Iran conflict is resolved
Trex press release ( TREX ): Q1 Non-GAAP EPS of $0.59 beats by $0.08 . Revenue of $343M (+0.9% Y/Y) beats by $3.1M . Adjusted EBITDA of $103 million compared favorably to an adjusted EBITDA of $101 million in the prior year. Free cash flow was ($143) million, a 39% improvement from last year, reflecting effective management of working capital and lower capital expenditures as we finish the new Lit...
Trex press release ( TREX ): Q1 Non-GAAP EPS of $0.59 beats by $0.08 . Revenue of $343M (+0.9% Y/Y) beats by $3.1M . Adjusted EBITDA of $103 million compared favorably to an adjusted EBITDA of $101 million in the prior year. Free cash flow was ($143) million, a 39% improvement from last year, reflecting effective management of working capital and lower capital expenditures as we finish the new Little Rock facility. More on Trex Trex Company: Resilience Is Well-Founded, But Upside Is Wobbly Trex Company, Inc. (TREX) Q4 2025 Earnings Call Transcript Trex Q1 2026 Earnings Preview Trex outlines $1.185B–$1.23B 2026 sales target as CEO transition and railing momentum drive outlook Seeking Alpha’s Quant Rating on Trex
CEO of Danish shipping group says increased costs due to higher fuel bills passed on to customers Business live – latest updates The boss of the shipping company Maersk has said the reopening of the strait of Hormuz would have a “limited impact” on cargo flows, as the industry grapples with a sharp rise in energy costs. Vincent Clerc, chief executive of the Danish shipping group, said its fuel bil...
CEO of Danish shipping group says increased costs due to higher fuel bills passed on to customers Business live – latest updates The boss of the shipping company Maersk has said the reopening of the strait of Hormuz would have a “limited impact” on cargo flows, as the industry grapples with a sharp rise in energy costs. Vincent Clerc, chief executive of the Danish shipping group, said its fuel bill had nearly doubled since the start of the conflict, adding as much as $500m (£367m) in costs per month, but it had passed this on to its customers through higher freight rates. Continue reading...