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Earnings

How Did Lumentum (NASDAQ:LITE) Go From a $7.2 Billion Quarterly Loss to $360 Million of Profit and a $1.6 Billion Revenue Target?

Lumentum makes lasers, modules and optical subsystems used inData Centerconnectivity, telecom networks, industrialManufacturingand sensing. Management said growth came across all businesses, led by pump lasers and optical circuit switches (OCS), and that cloud modules improved on the gross margin line.

Vinay Lochav | 03 November 2026

Why Is Marriott International (NASDAQ:MAR) Raising Its 2026 RevPAR Outlook After a Strong Third Quarter?

Management said global RevPAR rose 6.5%, with the U.S. and Canada up 7.4%, or 6.2% excluding World Cup markets. Luxury RevPAR gained 12% and select service rose over 6%. Leisure RevPAR increased 7% globally.

Vinay Lochav | 03 November 2026

Match Group (NASDAQ:MTCH) Lifts Third-Quarter Net Income 8% to $174 Million Despite a 3% Revenue Decline

Net income was $174.4 million versus $160.7 million, andOperating Incomewas $268.6 million versus $221.3 million. Adjusted EBITDA was $344 million, up 14%, but the prior-year quarter included a $61 million legal settlement charge. Excluding that charge, adjusted EBITDA fell 5%, mainly on higherMarketingspend at …

Vinay Lochav | 03 November 2026

Up 10% From a Year Ago, Metallus (NYSE:MTUS) Third-Quarter Sales Reach $337.2 Million as Net Income Hits $23.8 Million

Adjusted net income was $14.9 million, or $0.35 per share, versus $11.8 million, or $0.27, a year ago. Adjusted results exclude a pre-tax gain of $15.7 million from remeasuring benefit plans. Adjusted EBITDA was $34.5 million, compared with $29.0 million in both the prior …

Vinay Lochav | 03 November 2026

Autronica Acquisition Lifts MSA Safety (NYSE:MSA) Third-Quarter Sales 15% to $536 Million as Adjusted EPS Rises 8%

MSA is a global provider of industrial safety technology that protects people andFacilityinfrastructure, with gas detection, fire service and industrial protection lines. Detection sales rose 22% to $233.9 million, but only 2% organically. Fire Service gained 9% to $173.2 million, all organic, and Industrial …

Vinay Lochav | 03 November 2026

Record Quarter, Shrinking Hardware Sales: How Napco Security Technologies (NASDAQ:NSSC) Did Both at Once

The company designs and manufactures electronic security devices, including access control, door-locking, intrusion and fire alarm products, and sells cellular communication services for alarm systems. It sells mainly through independent distributors, dealers and installers.

Vinay Lochav | 03 November 2026

What Neurocrine Biosciences (NASDAQ:NBIX) Investors Should Know About Its Record $1.1 Billion Quarter and Raised INGREZZA Outlook

Neurocrine is a biopharmaceutical company focused on neurology, psychiatry and endocrinology. INGREZZA, its treatment for tardive dyskinesia, generated $801.5 million, up from $686.6 million, on record new and total prescriptions. CRENESSITY, approved for classic congenital adrenal hyperplasia, more than doubled to $210.8 million, and …

Vinay Lochav | 03 November 2026

New Mountain Finance (NASDAQ:NMFC): What's Behind Its Q3 Net Asset Value Slide to $10.67 and Lower Investment Income

The company is a closed-endBusiness Development Companymanaged by an affiliate of New Mountain Capital, investing in theDebtandEquityof middle-market companies. Management attributed the lower interest income to a smaller invested asset base after it sold about $468 million of assets on Mar 10, 2026, at …

Vinay Lochav | 03 November 2026

AI Data Center Revenue Surge and $600 Million Ferric Deal Headline ON Semiconductor (NASDAQ:ON) Third-Quarter Report

The company makes power and sensing semiconductors for automotive, industrial and data center customers. It now reports AI data center as a separate end market. That market produced $180 million, up 39% sequentially and 175% from a year ago.

Vinay Lochav | 03 November 2026

Why Did ONE Gas (NYSE:OGS) Raise Its 2026 Guidance After a 17% Jump in Adjusted Quarterly Profit?

The company is a fully regulatedNatural GasUtilityserving more than 2.3 million customers in Kansas, Oklahoma and Texas through Kansas Gas Service, Oklahoma Natural Gas and Texas Gas Service. Total revenues were $391.3 million, up 3.2% (calculated) from $379.1 million.

Vinay Lochav | 03 November 2026
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