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● Pioneer Power Solutions posted second-quarterRevenueof $5.0 million, down about 40% year over year, but ended the quarter debt-free withBacklogup 32% to $18.4 million and roughly $200 million in active PRYMUS data-center power quotes.
● Global semiconductor equipment billings reached $40.53 billion in the second quarter of 2026, up 23% year over year, with full-year 2025 billings of $135 billion, up 15%, and a SEMI projection of a record $156 billion in 2027, setting the backdrop for this …
● Flux Power reported fiscal 2026Revenueof about $42.1 million but ended the year with only about $305,000 in cash and going-concern language attached to its results.
● Gevo swung to a $176.9 millionGAAPnet loss on an ATJ-60Impairmentbut raised full-year 2026 adjusted EBITDA guidance to more than $60 million as it pivots toward monetizing Section 45Z and Canadian Clean Fuel credits.
● Hawkins posted fiscal 2026 sales of $1,083.7 million, up 11%, with Water Treatment segment sales growing 22% to $543.3 million and aDividendraised for the 41st consecutive year.
● American Superconductor is the one clearly profitable name in the group, posting record fiscal first-quarterRevenueof about $94.1 million, up roughly 30%, withGAAPNet Incomeof $9.5 million and a 12-monthBacklogexceeding $300 million.
● Amtech Systems posted fiscal third-quarterRevenueof $22.4 million, up about 14%, with AI-related revenue rising roughly 120% and $83.1 million in cash against no debt.
● Perma-Pipe International Holdings delivered fiscal second-quarter net sales up roughly 24% to about $59.6 million withBacklogreaching approximately $142 million, the strongest headline growth in this group.
● Powell Industries posted record new orders of about $934 million, nearly three times the prior-year quarter, and recordBacklogof roughly $2.4 billion, while completing a 3-for-1Stock Splitand holding $634 million in cash with no debt.
● Entegris posted second-quarter 2026Revenueof $883.2 million, up 11.5% year over year, with grossMarginreaching 47.6%, its highest since early 2022, on recordDemandfor liquid-filtration products tied to advanced-node and AI-chip production.
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