The Industrial Products group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Gates Industrial (GTES - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.
Gates Industrial is one of 181 individual stocks in the Industrial Products sector. Collectively, these companies sit at #8 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.
The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. Gates Industrial is currently sporting a Zacks Rank of #2 (Buy).
Within the past quarter, the Zacks Consensus Estimate for GTES' full-year earnings has moved 1.3% higher. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.
Our latest available data shows that GTES has returned about 32.7% since the start of the calendar year. In comparison, Industrial Products companies have returned an average of 23.3%. This shows that Gates Industrial is outperforming its peers so far this year.
One other Industrial Products stock that has outperformed the sector so far this year is Vestis (VSTS - Free Report) . The stock is up 96.6% year-to-date.
The consensus estimate for Vestis' current year EPS has increased 20.9% over the past three months. The stock currently has a Zacks Rank #2 (Buy).
To break things down more, Gates Industrial belongs to the Manufacturing - General Industrial industry, a group that includes 41 individual companies and currently sits at #90 in the Zacks Industry Rank. This group has gained an average of 11.6% so far this year, so GTES is performing better in this area.
Vestis, however, belongs to the Uniform and Related industry. Currently, this 2-stock industry is ranked #28. The industry has moved +47.7% so far this year.
Gates Industrial and Vestis could continue their solid performance, so investors interested in Industrial Products stocks should continue to pay close attention to these stocks.
Three new sprocket families expand belt drive specification across a broader range of bicycle OEM applications and price points
, /PRNewswire/ -- Gates Industrial Corporation plc (NYSE: GTES), a global manufacturer of innovative, highly engineered power transmission and fluid power solutions, is expanding its Belt Drive product portfolio with three new sprocket families: CRUISE, CRUISE PLUS and COMMUTE.
For nearly 20 years, Gates belt drives have redefined bicycle applications, delivering durable, low-maintenance performance, powering everything from children's bikes to premium eBikes and high-performance downhill mountain bikes. The new sprocket families enable Gates to extend those same benefits to a significantly broader market and open belt drive technology to segments still served by chain-based drivetrains. Paired with an industry-leading portfolio of belt drive system components, the expanded sprocket offering gives original equipment manufacturer (OEM) partners a scalable path to specify belt drive systems across a wider range of applications, rider expectations and price points.
"Combining our expertise in materials science, product development and high-volume production with a deep understanding of bicycle applications, Gates is advancing the next generation of bicycle drivetrain solutions," said Tom Pitstick, President, Americas and Global Mobility. "The new sprocket families enhance our tiered performance belt portfolio, providing our OEM partners with more options to bring additional belt driven bicycles to their lineups."
From Entry-Level to eBike: A Sprocket for Every Application
The three new overmolded, high-performance thermoplastic sprocket families address distinct OEM specification needs across price targets, rider use cases and performance requirements:
CRUISE provides a cost-efficient entry point into belt drive systems, helping OEMs offer clean, quiet and low-maintenance drivetrains in entry-level and value-oriented bicycles. CRUISE PLUS builds on that foundation with enhanced durability, longer service life and broader compatibility, bridging the gap between entry-level bikes and more demanding everyday applications, including mid-range eBikes. COMMUTE is engineered specifically for urban eBike performance, supporting mid-motor systems up to 75 Nm and prioritizing durability, weather resistance and low maintenance for daily mobility. Supporting OEMs From Concept to Market
Each sprocket family is designed for a defined use case, duty cycle and OEM price target, giving OEMs the flexibility to include belt drives across their broader product line. Gates supports OEMs from initial drivetrain specification through integration and production, providing the engineering resources and technical support needed to bring belt drive solutions to market efficiently and at scale.
Gates Belt Drive's expanded portfolio is now available globally. For more information on Gates OEM belt drive solutions, visit go.gates.com/bike.
About Gates Industrial Corporation plc
Gates is a global manufacturer of innovative, highly engineered power transmission and fluid power solutions. Gates offers a broad portfolio of products to diverse replacement channel customers and to OEMs as specified components. Gates participates in many sectors of the industrial and consumer markets. Our products play essential roles in a diverse range of applications across a wide variety of end markets ranging from harsh and hazardous industries to everyday consumer applications, including virtually every form of transportation. Our products are sold in more than 130 countries across our three commercial regions: the Americas; Europe, Middle East & Africa; Asia-Pacific. For more information, visit gates.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In some cases, you can identify these forward-looking statements by the use of words such as "outlook," "believes," "expects," "potential," "continues," "may," "will," "should," "could," "seeks," "predicts," "intends," "trends," "plans," "estimates," "anticipates" or the negative version of these words or other comparable words. These statements include, but are not limited to, statements related to expectations regarding our new sprocket families. Such forward-looking statements are subject to various risks and uncertainties, including, among others, U.S. policies, actions or legislation (including the imposition of tariffs), economic, political and other risks associated with international operations (including as a result of the ongoing conflicts in the Middle East and their impact on supply chains, such as reduced availability of certain of our production materials and increased supply costs, and economic conditions), availability of raw materials or other manufacturing inputs at favorable prices in sufficient quantities, or at a given time, changes in our relationships with, or the financial condition, performance, purchasing power or inventory levels of, of key channel partners, dependence on the continued operation of our manufacturing facilities, supply chains, distribution systems and information technology systems, our ability to forecast demand or meet significant increases in demand and market acceptance of new product introductions and innovations. Additional factors that could cause the Company's results to differ materially from those described in the forward-looking statements can be found under the section entitled "Risk Factors" of the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2025 filed with the Securities and Exchange Commission, as such factors may be updated from time to time in the Company's periodic filings with the SEC, which are accessible on the SEC's website at www.sec.gov. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in the Company's filings with the SEC. The Company undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by law.
New survey of 1,528 developers and technology buyers shows 80% say their organization adopted AI tools faster than it developed policies to govern them, and 92% report governance challenges with AI-generated code
SAN FRANCISCO--(BUSINESS WIRE)--ALL REMOTE — GitLab Inc., the intelligent orchestration platform for DevSecOps, today released its AI Accountability Report. Conducted by The Harris Poll, the survey of 1,528 developers and technology buyers across six countries finds that as AI coding tools become standard infrastructure, the conversation is shifting from how fast teams can generate code to whether they can actually control what they are shipping.
The report defines AI accountability as the organizational and technical capability to answer three questions about any line of AI-generated code: where did it come from, what was it meant to do, and who is responsible for it once it's in production? Most organizations cannot answer those questions today.
AI coding adoption and ROI are strong. 91% of organizations have two or more AI coding tools in active use and 78% report that developers are writing and committing code faster since adopting AI tools. But speed is running ahead of control, with 43% of respondents reporting that they cannot reliably distinguish AI-generated code from human-written code in their own codebase. This comes with a forward-looking concern. 73% of respondents are concerned about the maintainability of AI-generated code in their organization's codebase, and 82% say it risks creating a new form of technical debt their organization is not yet prepared to manage.
Key findings:
Agentic AI delivering speed and control is the next frontier
91% of organizations have two or more AI coding tools in active use; 54% have three or more60% say AI coding ROI has exceeded expectations; 78% report faster code output; 73% say overall code quality has improved79% agree that individual developer productivity has improved with AI, but the overall software delivery process has not accelerated at the same pace. This is defined as the “AI Paradox”82% say AI-generated code risks creating a new form of technical debt organizations are not prepared to manage85% agree AI has shifted the bottleneck from writing code to reviewing and validating it84% agree the biggest challenge with AI-generated code is governing what happens to it after it's createdTraceability gaps leave organizations exposed
87% are confident their team could determine within 24 hours whether AI-generated code contributed to a production incident, yet 34% of organizations that experienced an incident in the past year could not actually make that determinationThe top barriers to control and traceability are structural: difficulty distinguishing AI-generated from human-written code (43%), fragmented toolchains (40%), and systems that don't track code origin (39%)Only 28% say their software development lifecycle tools are fully integrated with shared data and workflowsGovernance is the missing layer
92% report some form of governance challenge with AI-generated code80% agree their organization adopted AI tools faster than it developed policies to govern them83% of organizations identify AI-generated code accumulation as a risk to manage now, with 44% calling it a top technology risk91% are likely to invest in AI code governance tools in the next 12 months; 98% have already allocated or expect to allocate budget85% agree the next phase of AI in software will focus less on generating code and more on governing it"AI coding tools have delivered on their promise of speed. But the events of the past few months, including supply chain attacks, reliability issues, and regulators tightening expectations around AI traceability and provenance are making clear that speed without control is a liability, not an advantage," said Manav Khurana, Chief Product and Marketing Officer at GitLab. "The teams thinking ahead are already asking the harder question: can we actually control all the code we’re generating? The organizations that will ship trusted software faster are the ones building the foundations of accountability with context, traceability, and governance baked into the platform, not just bolted on after the fact."
About GitLab
GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. More than 50 million registered users and approximately 50% of the Fortune 100* trust GitLab to ship better, more secure software faster.
*Fortune 500® is a registered trademark of Fortune Media IP Limited, used under license. Claim based on GitLab data. Fortune 100 refers to the top 20% ranked companies in the 2025 Fortune 500 list, published in June 2025. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of GitLab.
June 24, 2026 08:55 ET | Source: LPL Financial Holdings, Inc.
SAN DIEGO, June 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Tribute Financial have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Led by president and chief executive officer, Kevin Daniels, MBAF, the team reported serving over $500 million in advisory, brokerage and retirement plan assets* and joins LPL from United Planners Financial Services.
Based across offices in Missouri and Connecticut, Tribute Financial is a family-oriented practice serving a diverse client base that spans generations and financial backgrounds. Daniels and his team focus on building long-standing relationships grounded in trust and work with clients at various stages of their financial journeys.
With a career that began in electrical engineering — including designing power systems for F-18 aircraft — Daniels brings a dynamic, analytical perspective to financial planning. Over time, he transitioned into wealth management with a commitment to helping clients navigate complex financial decisions and work towards achieving long-term financial success.
Daniels describes his approach as centered on integrity and transparency, emphasizing the importance of earning trust in an increasingly complex financial landscape. By prioritizing consistent service and accountability — including a disciplined process where multiple team members review client accounts — Tribute Financial strives to deliver a reliable and personalized client experience.
“We believe success comes from doing the right thing over and over again,” Daniels said. “Our goal is to put people first and serve as trusted partners to our clients, helping them make informed decisions with confidence.”
Why Tribute Financial Chose LPL
Tribute Financial chose LPL for its advanced technology, robust resources and comprehensive support designed to help advisors operate more efficiently and better serve their clients. The firm was particularly drawn to LPL’s forward-looking approach and its commitment to providing cutting-edge tools that enable advisors to stay ahead in a rapidly evolving industry.
“LPL offers the technology and support we need to continue evolving our business while staying focused on what matters most — our clients,” Daniels said. “Having access to enhanced resources allows our team to strengthen our capabilities and position our firm for the future.”
The Tribute Financial team includes advisors Martin Nadeau, CFP®, Zach Daniels, Scott Kearns and Caleb Sanders along with a dedicated support staff committed to delivering high-quality client service.
The team is also committed to giving back, including funding the construction of schools in Nicaragua that support approximately 200 children — an extension of the firm’s values-driven mission.
Marc Cohen, chief growth officer at LPL, said, “We are proud to welcome Kevin Daniels and the Tribute Financial team to LPL. They have built a thoughtful, values-driven practice rooted in trust, consistency, and a deep commitment to doing right by clients. Their holistic approach and long-standing focus on building enduring relationships make them a strong fit for LPL, and we look forward to supporting their next chapter.”
Related
Advisors, learn how LPL Financial can help take your business to the next level.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com/.
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC. Tribute Financial and LPL Financial are separate entities.
Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2025.
Investors in LPL Financial Holdings Inc. (LPLA - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Dec 18, 2026 $220 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for LPL Financial shares, but what is the fundamental picture for the company? Currently, LPL Financial is a Zacks Rank #3 (Hold) in the Financial - Investment Bank industry that ranks in the Top 42% of our Zacks Industry Rank. Over the last 60 days, one analyst has increased the earnings estimate for the current quarter, while three analysts have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from $5.44 per share to $5.36 in that period.
Given the way analysts feel about LPL Financial right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
WALTHAM, Mass.--(BUSINESS WIRE)--Revvity, Inc. (NYSE: RVTY) announced the continued evolution of artificial intelligence across its Revvity Signals software business with new and expanding AI capabilities. Built natively into the Signals One™ platform, new capabilities from Signals AI help scientists transform connected R&D data into understanding, decisions and action using natural language within their existing workflows.
As scientific organizations generate increasing volumes of data across experiments, instruments, applications and systems, the challenge is no longer collecting information, but rather, turning that information into understanding and action. Signals AI introduces a new intelligence layer into the Signals One platform, allowing scientists to engage directly with connected R&D knowledge and dynamically recast it for any purpose. Signals AI helps researchers transform existing knowledge into the form needed to drive decisions and execution.
“The addition of the Signals AI capabilities within Revvity’s Signals One platform reflects a fundamental shift in how scientists work with R&D knowledge,” said Kevin Willoe, president of Revvity Signals Software. “For decades, scientific software has organized information into predefined applications, workflows and dashboards. The new features Signals AI introduces provide a new model where researchers can engage directly with organizational knowledge, ask questions in natural language and dynamically transform information. By combining the adaptive reasoning of modern AI with trusted scientific intelligence, Revvity’s Signals AI helps organizations accelerate insight without compromising scientific rigor.”
Grounded in structured scientific data, domain ontologies and validated scientific algorithms, Signals AI delivers traceable, scientifically relevant responses through natural language and interactive views of molecules, sequences, experimental results and connected knowledge. This helps scientists understand, validate and act in context while maintaining scientific rigor.
This integrated intelligence transforms scientific software from a system of record into a system of scientific understanding, helping researchers move from data to insight, and from insight to action, faster than ever before. Select capabilities of Signals AI are available today, with additional capabilities expected to be released and enhanced in the coming weeks.
About Revvity
At Revvity, "impossible" is inspiration, and "can't be done" is a call to action. Revvity provides health science solutions, technologies, expertise, and services that deliver complete workflows from discovery to development, and diagnosis to cure. Revvity is revolutionizing what's possible in healthcare, with specialized focus areas in translational multi-omics technologies, biomarker identification, imaging, prediction, screening, detection and diagnosis, informatics and more.
With 2025 revenue of $2.9 billion and approximately 11,000 employees, Revvity serves customers across pharmaceutical and biotech, diagnostic labs, academia and governments. It is part of the S&P 500 index and has customers in more than 160 countries.
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Key Takeaways Revvity launched Signals AI, a native agentic framework embedded in its Signals One platform.RVTY shares fell 1% after the news, but the stock has outperformed its industry year to date.Signals AI lets researchers use natural language to explore data, workflows and scientific knowledge. Revvity, Inc. (RVTY - Free Report) recently announced the expansion of artificial intelligence capabilities across its Signals software business with the launch of Signals AI, a native agentic framework embedded within the Signals One platform. Designed to help scientists navigate complex R&D environments, Signals AI enables researchers to interact with connected scientific data, knowledge and workflows using natural language.
Rather than simply collecting information, Signals AI helps scientists transform large volumes of experimental, instrument, application and system-generated data into meaningful insights, informed decisions and actionable outcomes.
Per management, the addition of Signals AI to the Signals One platform represents a significant shift in how scientists interact with R&D knowledge. For many years, scientific software has organized information through predefined applications, workflows and dashboards. Signals AI introduces a new model, enabling researchers to access organizational knowledge directly, ask questions in natural language and dynamically transform information based on their needs. By combining the reasoning of modern AI with trusted scientific intelligence, management believes Signals AI can help organizations accelerate insight without compromising scientific rigor.
Likely Trend of RVTY Stock Following the NewsFollowing the announcement, RVTY shares dropped 1% at yesterday’s closing. In the year-to-date period, shares of the company gained 2.3% against the industry’s 7.8% decline. The S&P 500 has risen 8.9% in the same timeframe.
The launch of Signals AI is expected to strengthen Revvity’s position in the growing market for AI-powered scientific software and research informatics solutions. The ability to integrate natural language interactions into scientific workflows may increase adoption among research organizations seeking to improve productivity and innovation. The expansion of AI capabilities within the Signals One platform is likely to enhance Revvity’s competitive position and support the company’s long-term software growth strategy.
RVTY currently has a market capitalization of $11.16 billion.
Image Source: Zacks Investment Research
More on the NewsSignals AI acts as an intelligence layer across the Signals One ecosystem, allowing researchers to search, understand and repurpose scientific knowledge dynamically based on their specific needs. By leveraging structured scientific data, domain-specific ontologies and validated scientific algorithms, the platform delivers scientifically relevant, traceable and context-aware responses.
Scientists can explore and analyze molecules, biological sequences, experimental results and interconnected research knowledge through interactive views, helping them validate findings and maintain scientific rigor throughout the research process.
With these capabilities, Signals AI helps transform scientific software from a system of record into a system of scientific understanding, enabling researchers to move from data to insight and from insight to action more efficiently. Select Signals AI capabilities are currently available, with additional enhancements expected in the coming weeks.
Industry Prospects Favoring the MarketGoing by the data provided by Precedence Research, the AI in the life science analytics market is valued at $2.73 billion in 2026 and is expected to witness a CAGR of 10.8% through 2035.
Factors like the growing volumes of life sciences data, advancements in AI and machine learning technologies, rising adoption in drug discovery and precision medicine and increasing healthcare digitization and industry support are boosting the market’s growth.
Other NewsIn May, Revvity exited the first quarter of 2026 with earnings and revenues surpassing estimates. Top-line performance benefited from growth in Life Sciences, driven by demand in pharma/biotech and academic/government markets, alongside strength in Diagnostics led by reproductive health testing. During the quarter, Revvity continued investing in innovation through the launch of Signals BioDesign software and the Opera Phenix OptiQ high-content screening system, reinforcing its focus on expanding long-term growth opportunities.
RVTY’s Zacks Rank & Key PicksRevvity currently carries a Zacks Rank #4 (Sell).
Some better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , Globus Medical (GMED - Free Report) and Intuitive Surgical (ISRG - Free Report) .
West Pharmaceutical, currently sporting a Zacks Rank #1 (Strong Buy), reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%. You can see the complete list of today’s Zacks #1 Rank stocks here.
West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%.
Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a first-quarter 2026 adjusted earnings per share (EPS) of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%.
GMED has an estimated long-term earnings growth rate of 10.2%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.
Intuitive Surgical, carrying a Zacks Rank #2 at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.
Intuitive Surgical has a long-term estimated growth rate of 14.3%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.
June 22, 2026 07:30 ET | Source: BridgeBio Pharma, Inc.
PALO ALTO, Calif., June 22, 2026 (GLOBE NEWSWIRE) -- BridgeBio Pharma, Inc. (Nasdaq: BBIO) (“BridgeBio” or the “Company”), a commercial-stage, multi-product biopharmaceutical company focused on developing medicines for genetic conditions, announced today that additional positive data from PROPEL 3, the global Phase 3 pivotal study of oral infigratinib in children living with achondroplasia, will be shared in a late breaking oral presentation at the International Congress of Children’s Bone Health (ICCBH) 2026 taking place in Montreal, Canada on June 27-30, 2026.
BridgeBio will also share an oral presentation and four posters at the meeting highlighting quality of life, early intervention research, observational study findings, and educational resources through MyAchonJourney for individuals with achondroplasia and related skeletal dysplasias. Additionally, the Company will share an autosomal dominant hypocalcemia type 1 (ADH1) poster on findings from CLARIFY, its disease monitoring study of autosomal dominant hypocalcemia (ADH) type 1 and type 2.
Late-Breaking Oral Presentation:
A Randomized Controlled Trial of Oral Infigratinib in Children with Achondroplasia
Presenter: Ravi Savarirayan, M.D., Ph.D. of Murdoch Children’s Research Institute, Melbourne, AU, and Global Lead Investigator for PROPEL 3
Date & Time: Sunday, June 28 at 3:45 pm EDT
Oral Presentation:
Health-Related Quality of Life in Children with Achondroplasia: Findings from the Observational PROPEL Study
Presenter: Marie-Eve Robinson, M.D., M. Sc., Shriners Hospital for Children Canada, McGill University, CA
Date & Time: Monday, June 29 at 11:00 am EDT
Skeletal Dysplasia Posters:
A Phase 2/2b Study of Infigratinib in Children Under 3 Years Old with Achondroplasia: Design of PROPEL Infant and Toddler
Presenter: Julie Hoover-Fong, M.D., Ph.D., Johns Hopkins University, U.S.
Date & Time: Sunday, June 28 at 12:00 pm EDT
The ACCEL Observational Study: Diagnostic Features, Medical History, and Baseline Characteristics of Children with Hypochondroplasia
Presenter: Marie-Eve Robinson, M.D., M. Sc., Shriners Hospital for Children Canada, McGill University, CA
Date & Time: Monday, June 29 at 12:00 pm EDT
MyAchonJourney: An Online Educational Resource for Individuals with Achondroplasia and Their Families, Developed by Advocacy Leaders and Healthcare Providers
Presenter: Kirsten Kiefer, BridgeBio Skeletal Dysplasias, U.S.
Date & Time: Monday, June 29 at 12:00 pm EDT
Qualitative Research to Evaluate the Content Validity and Relevance of Patient-Reported Outcome Measures for Children and Parents of Children with Hypochondroplasia
Presenter: Chandler Crews, The Chandler Project, U.S.
Date & Time: Monday, June 29 at 12:00 pm EDT
ADH1 Poster:
Autosomal Dominant Hypocalcemia Type 1 and Type 2: Baseline Burden of Disease and Quality of Life in Pediatric Participants in the CLARIFY Disease Monitoring Study
Presenter: Raja Padidela, M.D., Royal Manchester Children's Hospital, University of Manchester, UK
Date & Time: Monday, June 29 at 12:00 pm EDT
About BridgeBio
BridgeBio exists to develop transformative medicines for genetic conditions. Millions of people worldwide living with genetic conditions lack treatment options, often because drug development for small patient populations can be commercially challenging. We aim to bridge the gap between advancements in genetic science and meaningful medicines for underserved patient populations. Our decentralized, hub-and-spoke model is designed for speed, precision, and scalability. Autonomous and empowered teams focus on individual conditions, while a central hub provides the clinical, regulatory, and commercial capabilities needed to bring innovation to market. For more information, visit bridgebio.com and follow us on LinkedIn, X, Facebook, Instagram, YouTube, and TikTok.
BridgeBio Media Contact:
Bubba Murarka, Executive Vice President [email protected]
(650)-789-8220
June 23, 2026 16:31 ET | Source: BridgeBio Pharma, Inc.
PALO ALTO, Calif., June 23, 2026 (GLOBE NEWSWIRE) -- BridgeBio Pharma, Inc. (Nasdaq: BBIO) (“BridgeBio” or the “Company”), a biopharmaceutical company focused on developing medicines for genetic conditions, today announced that on June 18, 2026, the compensation committee of BridgeBio’s board of directors approved equity grants to 30 new employees in restricted stock units for an aggregate of 66,810 shares of the Company’s common stock. One-fourth of the shares underlying each employee’s restricted stock units will vest on May 16, 2027, with one-twelfth of the remaining shares underlying each such employee’s restricted stock units vesting on a quarterly basis thereafter, in each case, subject to each such employee’s continued employment with the Company or one of its subsidiaries on such vesting dates.
The above-described awards were each granted as an inducement material to the employees entering into employment with the Company in accordance with Nasdaq Listing Rule 5635(c)(4) and were granted pursuant to the terms of the Plan. The Plan was adopted by BridgeBio’s board of directors in November 2019, and amended and restated on February 10, 2023 and on December 13, 2023.
About BridgeBio Pharma, Inc.
BridgeBio exists to develop transformative medicines for genetic conditions. Millions of people worldwide living with genetic conditions lack treatment options, often because drug development for small patient populations can be commercially challenging. We aim to bridge the gap between advancements in genetic science and meaningful medicines for underserved patient populations. Our decentralized, hub-and-spoke model is designed for speed, precision, and scalability. Autonomous and empowered teams focus on individual conditions, while a central hub provides the clinical, regulatory, and commercial capabilities needed to bring innovation to market. For more information, visit bridgebio.com and follow us on LinkedIn, X, Facebook, Instagram, YouTube, and TikTok.
BridgeBio Media Contact:
Bubba Murarka, Executive Vice President, Corporate Development [email protected]
(650)-789-8220
Remitly Global is now profitable, with strong revenue growth and expanding customer base, especially among high-value senders and business clients. RELY raised full-year guidance after Q1 2026, projecting $1.96–$1.975 billion revenue and $370–$385 million adjusted EBITDA, reflecting accelerating growth initiatives. Strategic expansion into new customer segments and geographies, plus integrations like WhatsApp and ChatGPT, support a bullish long-term outlook.
Revenues of $1.11 Billion; Diluted Earnings Per Share of $.43
Repurchased $75.0 Million of Common Stock
, /PRNewswire/ -- KB Home (NYSE: KBH) today reported results for its second quarter ended May 31, 2026.
"We produced solid second-quarter results that met or exceeded the mid-point of our key guidance ranges," said Jeffrey Mezger, Executive Chairman. "Our return to a predominantly Built to Order business model continued to gain momentum, with these homes representing 73% of our net orders in the quarter, progress that we believe supports stronger, more sustainable performance over time and across market cycles."
"Operationally, our teams continued to execute well and generated meaningful results, achieving 35 new community openings, at the high end of our projection, and reducing our build times by more than a full week sequentially from home start to home completion," said Robert McGibney, President and Chief Executive Officer. "At the same time, we remained disciplined as we continued to successfully navigate a difficult and fluid market environment, balancing pace and price while tightly managing costs."
"The progress in our second quarter sets the foundation for the remainder of fiscal 2026, with sequentially higher delivery volumes and gross margins projected for each of the final two quarters. We remain committed to increasing shareholder value through improved performance, as well as our continued focus on operational excellence, strong financial flexibility and ongoing balanced approach to capital allocation," concluded Mezger.
Three Months Ended May 31, 2026 (comparisons on a year-over-year basis)
Revenues were down 27% to $1.11 billion. Homes delivered decreased 23% to 2,395. Average selling price was $461,900, compared to $488,700. Homebuilding operating income was $28.2 million, compared to $131.5 million. The homebuilding operating income margin was 2.5%, compared to 8.6%, due to a lower housing gross profit margin and higher selling, general and administrative expense ratio. Excluding inventory-related charges of $5.6 million for both the current quarter and the year-earlier quarter, homebuilding operating income was 3.0%, compared to 9.0%. The housing gross profit margin was 15.2%, compared to 19.3%. Excluding the above-mentioned inventory-related charges, the housing gross profit margin was 15.7%, compared to 19.7%, primarily reflecting price reductions, higher relative land costs and reduced operating leverage. Selling, general and administrative expenses were 12.7% of housing revenues, compared to 10.7%, mainly due to a decrease in operating leverage. Financial services pretax income totaled $6.7 million, compared to $8.2 million, primarily due to lower equity in income from the Company's mortgage banking joint venture. The joint venture's results mainly reflected reduced loan origination volume driven by fewer homes delivered. Net income was $27.3 million, compared to $107.9 million. Diluted earnings per share was $.43, compared to $1.50, reflecting current quarter net income, partly offset by the favorable impact of the Company's common stock repurchases. The effective tax rate was 26.6%, compared to 24.2%. Six Months Ended May 31, 2026 (comparisons on a year-over-year basis)
Revenues totaled $2.19 billion, compared to $2.92 billion. Homes delivered of 4,765 were down 19%. Average selling price decreased 8% to $457,000. Net income was $60.8 million, compared to $217.4 million. Diluted earnings per share was $.96, compared to $3.00. Net Orders and Backlog (comparisons on a year-over-year basis)
Net orders of 3,317 declined 4%. The Company's ending backlog was down 5% to 4,526 homes, and backlog value decreased 7% to $2.14 billion. Monthly net orders per community were 4.0, compared to 4.5. The cancellation rate as a percentage of gross orders was 12%, compared to 16%. The average community count for the quarter grew 9% to 278, and the ending community count was up 11% to 280. Balance Sheet as of May 31, 2026 (comparisons to November 30, 2025)
The Company had total liquidity of $1.12 billion, including $199.8 million of cash and cash equivalents and $923.4 million of available capacity under its unsecured revolving credit facility ("Credit Facility"), with $275.0 million of cash borrowings outstanding. Inventories increased slightly to $5.73 billion. Investments in land and land development for the quarter decreased 4% to $495.8 million, compared to $513.9 million for the prior-year quarter. For the six months ended May 31, 2026, total land-related investments decreased 26% to $1.06 billion, compared to $1.43 billion for the year-earlier period. The Company's lots owned or under contract decreased 9% to 59,106, of which approximately 62% were owned and 38% were under contract. Notes payable were $1.97 billion, compared to $1.69 billion, reflecting cash borrowings outstanding under the Credit Facility. The debt to capital ratio was 34.1%, compared to 30.3%. Stockholders' equity totaled $3.80 billion, compared to $3.90 billion, primarily reflecting current quarter common stock repurchases and cash dividends, partly offset by net income for the same period. In the 2026 second quarter, the Company repurchased 1.4 million shares of its outstanding common stock at a cost of $75.0 million, bringing its total repurchases in the 2026 first half to 2.2 million shares at a total cost of $125.0 million. As of May 31, 2026, the Company had $775.0 million remaining under its current common stock repurchase authorization. Based on the Company's approximately 61.3 million outstanding shares as of May 31, 2026, book value per share of $61.93 increased 6% year over year. Guidance
The Company is providing the following guidance for its 2026 third quarter and full year as to certain metrics:
2026 Third Quarter —
Deliveries in the range of 2,600 to 2,800 homes. Housing revenues in the range of $1.20 billion to $1.35 billion. Housing gross profit margin in the range of 16.0% to 16.6%, assuming no inventory-related charges. Selling, general and administrative expenses as a percentage of revenues in the range of 11.3% to 11.9%. Effective tax rate in the range of 19% to 21%. Ending community count in the range of 270 to 280. 2026 Full Year —
Deliveries in the range of 10,500 to 11,000 homes. Housing revenues in the range of $4.90 billion to $5.30 billion. Housing gross profit margin in the range of 16.1% to 16.5%, assuming no inventory-related charges. Selling, general and administrative expenses as a percentage of revenues in the range of 11.4% to 11.8%. Effective tax rate in the range of 22% to 24%. Conference Call
The conference call to discuss the Company's 2026 second quarter earnings will be broadcast live TODAY at 2:00 p.m. Pacific Time, 5:00 p.m. Eastern Time. To listen, please go to the Investor Relations section of the Company's website at kbhome.com.
About KB Home
KB Home is one of the largest and most trusted homebuilders in the United States. We operate in 50 markets, have built over 700,000 quality homes in our nearly 70-year history, and are honored to be the #1 customer-ranked national homebuilder based on third-party buyer surveys. What sets KB Home apart is building strong, personal relationships with every customer and creating an exceptional homebuying experience that offers our homebuyers the ability to personalize their home based on what they value at a price they can afford. As the industry leader in sustainability, KB Home has achieved one of the highest residential energy-efficiency ratings and delivered more ENERGY STAR® certified homes than any other builder, helping to lower the total cost of homeownership. For more information, visit kbhome.com.
Forward-Looking and Cautionary Statements
Certain matters discussed in this press release, including any statements that are predictive in nature or concern future market and economic conditions, business and prospects, our future financial and operational performance, or our future actions and their expected results are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on current expectations and projections about future events and are not guarantees of future performance. We do not have a specific policy or intent of updating or revising forward-looking statements. If we update or revise any such statement(s), no assumption should be made that we will further update or revise that statement(s) or update or revise any other such statement(s). In addition, such forward-looking statements may be based in whole or in part on general observations or opinions of our management, limited or anecdotal evidence and/or business or industry experience without in-depth or any particular empirical investigation, inquiry or analysis and are not intended, and do not express, factual assertions about past events. Actual events and results may differ materially from those expressed or forecasted in forward-looking statements due to a number of factors. The most important risk factors that could cause our actual performance and future events and actions to differ materially from such forward-looking statements include, but are not limited to the following: general economic, employment and business conditions; population growth or decline, household formations and demographic trends; conditions in the capital, credit and financial markets; our ability to access external financing sources and raise capital through the issuance of common stock, debt or other securities, and/or project financing, on favorable terms; the execution of any securities repurchases pursuant to our board of directors' authorization; material and trade costs and availability, including the costs associated with achieving the standards for ENERGY STAR certified homes, and delays related to state and municipal construction, permitting, inspection and utility processes, which have been disrupted by key equipment shortages; rising consumer and producer price inflation; changes in interest rates, including those set by the Federal Reserve and those available in the capital markets or from financial institutions and other lenders, and applicable to mortgage loans; our debt level, including our ratio of debt to capital, and our ability to adjust our debt level and maturity schedule; our compliance with the terms of our unsecured revolving credit facility and our senior unsecured term loan; the ability and willingness of the applicable lenders and financial institutions, or any substitute or additional lenders and financial institutions, to meet their commitments or fund borrowings, extend credit or provide payment guarantees to or for us under our unsecured revolving credit facility or unsecured letter of credit facility; volatility in the market price of our common stock; our obtaining adequate levels of affordable insurance for our business and our ability to cover any incurred costs, liabilities or losses that are not covered by the insurance we have procured or that are due to our deciding not to procure certain types or amounts of insurance coverage; home selling prices, including our homes' selling prices, being unaffordable relative to consumer incomes; weak or declining consumer confidence, either generally or specifically with respect to purchasing homes; competition from other sellers of new and resale homes, particularly homebuilders with significant unsold inventory; weather events, significant natural disasters and other climate and environmental factors, such as a lack of adequate water supply to permit new home communities in certain areas; potential instability associated with the regulatory and executive policies, proposals and orders of the U.S. presidential administration, including any directed at our operations, business practices or capital allocation strategies; government actions, policies, programs and regulations directed at or affecting the housing market (including the tax benefits associated with purchasing and owning a home, and the standards, fees and size limits applicable to the purchase or insuring of mortgage loans by government-sponsored enterprises and government agencies, and the potential significant scaling back or ending of the federal conservatorship of the government-sponsored enterprises), the homebuilding industry, or construction activities; changes in existing tax laws or enacted corporate income tax rates, including those resulting from regulatory guidance and interpretations issued with respect thereto, such as Internal Revenue Service guidance regarding heightened qualification requirements for federal tax credits for building energy-efficient homes and the pending expiration of such tax credits in 2026; changes in U.S. trade policies, including the imposition of tariffs and duties on homebuilding materials and products, and related trade disputes with and retaliatory measures taken by other countries, and financial markets' and business' reactions to any such policies; disruptions in world and regional trade flows, economic activity and supply chains due to the military conflicts in the Middle East and in Ukraine, including those stemming from wide-ranging sanctions and other restrictions the U.S. and other countries have imposed or may further impose respectively on Iranian or Russian business sectors, financial organizations, individuals and raw materials, the impact of which may, among other things, increase our operational costs, exacerbate building materials and appliance shortages and/or reduce our revenues and earnings; the adoption of new or amended financial accounting standards and the guidance and/or interpretations with respect thereto; the availability and cost of land in desirable areas and our ability to timely and efficiently develop acquired land parcels and open new home communities; impairment, land option contract abandonment or other inventory-related charges, including any stemming from decreases in the value of our land assets; our warranty claims experience with respect to homes previously delivered and actual warranty costs incurred; costs and/or charges arising from regulatory compliance requirements or from legal, arbitral or regulatory proceedings, investigations, claims or settlements, including unfavorable outcomes in any such matters resulting in actual or potential monetary damage awards, penalties, fines or other direct or indirect payments, or injunctions, consent decrees or other voluntary or involuntary restrictions or adjustments to our business operations or practices that are beyond our current expectations and/or accruals; our ability to use/realize the net deferred tax assets we have generated; our ability to successfully implement our current and planned strategies and initiatives related to our product, geographic and market positioning, gaining share and scale in our served markets, through, among other things, our making substantial investments in land and land development, which, in some cases, involves putting significant capital over several years into large projects in one location, and in entering into new markets; our operational and investment concentration in markets in California; consumer interest in and responsiveness to our new home communities, products and simplified selling process with transparent pricing and limited incentives, particularly from first-time homebuyers and higher-income consumers; our ability to generate orders and convert our backlog of orders to home deliveries and revenues, particularly in key markets in California; our ability to successfully implement our business strategies and achieve any associated financial and operational targets and objectives, including those discussed in this release, during today's conference call or in any of our other public filings, presentations or disclosures; income tax expense volatility associated with stock-based compensation; the costs we incur in connection with relocating our corporate headquarters office from Los Angeles, California to Tempe, Arizona in 2027, including costs for employee-related severance, retention, and relocation, as well as recruitment and onboarding; the ability of our homebuyers to obtain homeowners and flood insurance policies, and/or typical or lender-required policies for other hazards or events, for their homes, which may depend on the ability and willingness of insurers or government-funded or -sponsored programs to offer coverage at an affordable price or at all; the ability of our homebuyers to obtain residential mortgage loans and mortgage banking services, which may depend on the ability and willingness of lenders and financial institutions to offer such loans and services to our homebuyers; the performance of mortgage lenders to our homebuyers; the performance of KBHS Home Loans, LLC ("KBHS"); the ability and willingness of lenders and financial institutions to extend credit facilities to KBHS to fund its originated mortgage loans; information technology failures and data security breaches; an epidemic, pandemic or significant seasonal or other disease outbreak, and the control response measures that international, federal, state and local governments, agencies, law enforcement and/or health authorities implement to address it, which may precipitate or exacerbate one or more of the above-mentioned and/or other risks, and significantly disrupt or prevent us from operating our business in the ordinary course for an extended period; widespread protests and/or civil unrest, whether due to political events, social movements or other reasons; and other events outside of our control. Please see our periodic reports and other filings with the Securities and Exchange Commission for a further discussion of these and other risks and uncertainties applicable to our business.
(Tables Follow)
KB HOME
CONSOLIDATED STATEMENTS OF OPERATIONS
For the Three Months and Six Months Ended May 31, 2026 and 2025
(In Thousands, Except Per Share Amounts – Unaudited)
Three Months Ended May 31,
Six Months Ended May 31,
2026
2025
2026
2025
Total revenues
$ 1,112,435
$ 1,529,585
$ 2,189,446
$ 2,921,362
Homebuilding:
Revenues
$ 1,107,107
$ 1,524,716
$ 2,179,166
$ 2,911,757
Costs and expenses
(1,078,956)
(1,393,253)
(2,118,029)
(2,652,955)
Operating income
28,151
131,463
61,137
258,802
Interest income
1,164
1,679
2,445
3,758
Equity in income of unconsolidated joint ventures
1,269
1,080
1,791
3,493
Homebuilding pretax income
30,584
134,222
65,373
266,053
Financial services:
Revenues
5,328
4,869
10,280
9,605
Expenses
(1,493)
(1,570)
(3,043)
(3,109)
Equity in income of unconsolidated joint venture
2,830
4,862
4,963
9,191
Financial services pretax income
6,665
8,161
12,200
15,687
Total pretax income
37,249
142,383
77,573
281,740
Income tax expense
(9,900)
(34,500)
(16,800)
(64,300)
Net income
$ 27,349
$ 107,883
$ 60,773
$ 217,440
Earnings per share:
Basic
$ .44
$ 1.53
$ .97
$ 3.05
Diluted
$ .43
$ 1.50
$ .96
$ 3.00
Weighted average shares outstanding:
Basic
61,789
69,976
62,214
70,745
Diluted
62,733
71,226
63,219
72,108
KB HOME
CONSOLIDATED BALANCE SHEETS
(In Thousands – Unaudited)
May 31,
2026
November 30,
2025
Assets
Homebuilding:
Cash and cash equivalents
$ 199,819
$ 228,614
Receivables
389,728
350,636
Inventories
5,732,557
5,670,802
Investments in unconsolidated joint ventures
78,766
72,436
Property and equipment, net
103,840
101,457
Deferred tax assets, net
88,665
88,665
Other assets
124,755
107,833
6,718,130
6,620,443
Financial services
57,332
59,809
Total assets
$ 6,775,462
$ 6,680,252
Liabilities and stockholders' equity
Homebuilding:
Accounts payable
$ 303,850
$ 351,261
Accrued expenses and other liabilities
704,401
731,946
Notes payable
1,968,714
1,692,977
2,976,965
2,776,184
Financial services
1,687
3,210
Stockholders' equity
3,796,810
3,900,858
Total liabilities and stockholders' equity
$ 6,775,462
$ 6,680,252
KB HOME
SUPPLEMENTAL INFORMATION
For the Three Months and Six Months Ended May 31, 2026 and 2025
(In Thousands, Except Average Selling Price – Unaudited)
Three Months Ended May 31,
Six Months Ended May 31,
2026
2025
2026
2025
Homebuilding revenues:
Housing
$ 1,106,252
$ 1,524,716
$ 2,177,726
$ 2,911,757
Land
855
—
1,440
—
Total
$ 1,107,107
$ 1,524,716
$ 2,179,166
$ 2,911,757
Homebuilding costs and expenses:
Construction and land costs
Housing
$ 937,629
$ 1,230,055
$ 1,845,142
$ 2,337,469
Land
780
—
1,296
—
Subtotal
938,409
1,230,055
1,846,438
2,337,469
Selling, general and administrative expenses
140,547
163,198
271,591
315,486
Total
$ 1,078,956
$ 1,393,253
$ 2,118,029
$ 2,652,955
Interest expense:
Interest incurred
$ 28,975
$ 28,626
$ 57,109
$ 55,018
Interest capitalized
(28,975)
(28,626)
(57,109)
(55,018)
Total
$ —
$ —
$ —
$ —
Other information:
Amortization of previously capitalized interest
$ 18,675
$ 25,306
$ 37,532
$ 48,729
Depreciation and amortization
11,452
10,114
22,619
19,818
Average selling price:
West Coast
$ 624,300
$ 682,000
$ 628,200
$ 694,500
Southwest
444,300
475,200
460,600
468,200
Central
345,400
348,900
337,900
357,600
Southeast
368,300
393,300
364,000
396,200
Total
$ 461,900
$ 488,700
$ 457,000
$ 494,400
KB HOME
SUPPLEMENTAL INFORMATION
For the Three Months and Six Months Ended May 31, 2026 and 2025
(Dollars in Thousands – Unaudited)
Three Months Ended May 31,
Six Months Ended May 31,
2026
2025
2026
2025
Homes delivered:
West Coast
818
968
1,528
1,817
Southwest
375
661
753
1,339
Central
596
811
1,271
1,562
Southeast
606
680
1,213
1,172
Total
2,395
3,120
4,765
5,890
Net orders:
West Coast
1,203
1,104
2,205
2,002
Southwest
523
557
1,037
1,102
Central
803
1,030
1,463
1,750
Southeast
788
769
1,458
1,378
Total
3,317
3,460
6,163
6,232
Net order value:
West Coast
$ 766,870
$ 728,141
$ 1,429,004
$ 1,335,320
Southwest
228,373
268,921
449,900
538,143
Central
267,836
328,614
503,436
568,339
Southeast
285,317
285,338
530,368
515,279
Total
$ 1,548,396
$ 1,611,014
$ 2,912,708
$ 2,957,081
May 31, 2026
May 31, 2025
Homes
Value
Homes
Value
Backlog data:
West Coast
1,618
$ 1,042,729
1,396
$ 947,842
Southwest
751
323,520
897
443,533
Central
1,064
368,893
1,321
445,853
Southeast
1,093
403,192
1,162
451,003
Total
4,526
$ 2,138,334
4,776
$ 2,288,231
KB HOME
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES
(In Thousands, Except Percentages – Unaudited)
Company management's discussion of the results presented in this press release may include information about the Company's adjusted housing gross profit margin, which is not calculated in accordance with generally accepted accounting principles ("GAAP"). The Company believes this non-GAAP financial measure is relevant and useful to investors in understanding its operations, and may be helpful in comparing the Company with other companies in the homebuilding industry to the extent they provide similar information. However, because it is not calculated in accordance with GAAP, this non-GAAP financial measure may not be completely comparable to other companies in the homebuilding industry and, thus, should not be considered in isolation or as an alternative to operating performance and/or financial measures prescribed by GAAP. Rather, this non-GAAP financial measure should be used to supplement the most directly comparable GAAP financial measure in order to provide a greater understanding of the factors and trends affecting the Company's operations.
Adjusted Housing Gross Profit Margin
The following table reconciles the Company's housing gross profit margin calculated in accordance with GAAP to the non-GAAP financial measure of the Company's adjusted housing gross profit margin:
Three Months Ended May 31,
Six Months Ended May 31,
2026
2025
2026
2025
Housing revenues
$ 1,106,252
$ 1,524,716
$ 2,177,726
$ 2,911,757
Housing construction and land costs
(937,629)
(1,230,055)
(1,845,142)
(2,337,469)
Housing gross profits
168,623
294,661
332,584
574,288
Add: Inventory-related charges (a)
5,579
5,558
7,734
7,013
Adjusted housing gross profits
$ 174,202
$ 300,219
$ 340,318
$ 581,301
Housing gross profit margin
15.2 %
19.3 %
15.3 %
19.7 %
Adjusted housing gross profit margin
15.7 %
19.7 %
15.6 %
20.0 %
(a) Represents inventory impairment and land option contract abandonment charges associated with housing operations.
Adjusted housing gross profit margin is a non-GAAP financial measure, which the Company calculates by dividing housing revenues less housing construction and land costs excluding housing inventory impairment and land option contract abandonment charges (as applicable) recorded during a given period, by housing revenues. The most directly comparable GAAP financial measure is housing gross profit margin. The Company believes adjusted housing gross profit margin is a relevant and useful financial measure to investors in evaluating the Company's performance as it measures the gross profits the Company generated specifically on the homes delivered during a given period. This non-GAAP financial measure isolates the impact that housing inventory impairment and land option contract abandonment charges have on housing gross profit margins, and allows investors to make comparisons with the Company's competitors that adjust housing gross profit margins in a similar manner. The Company also believes investors will find adjusted housing gross profit margin relevant and useful because it represents a profitability measure that may be compared to a prior period without regard to variability of housing inventory impairment and land option contract abandonment charges. This financial measure assists management in making strategic decisions regarding community location and product mix, product pricing and construction pace.
For Further Information:
Jill Peters, Investor Relations Contact
(310) 893-7456 or [email protected]
Cara Kane, Media Contact
(321) 299-6844 or [email protected]
KB Home (KBH - Free Report) came out with quarterly earnings of $0.43 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $1.5 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -0.99%. A quarter ago, it was expected that this homebuilder would post earnings of $0.52 per share when it actually produced earnings of $0.52, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
KB Home, which belongs to the Zacks Building Products - Home Builders industry, posted revenues of $1.11 billion for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 2.03%. This compares to year-ago revenues of $1.53 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
KB Home shares have lost about 6.9% since the beginning of the year versus the S&P 500's gain of 9.2%.
What's Next for KB Home?While KB Home has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for KB Home was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.76 on $1.29 billion in revenues for the coming quarter and $3.10 on $5.02 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Building Products - Home Builders is currently in the bottom 7% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, PulteGroup (PHM - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on July 22.
This homebuilder is expected to post quarterly earnings of $2.36 per share in its upcoming report, which represents a year-over-year change of -22.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
PulteGroup's revenues are expected to be $4.03 billion, down 8.5% from the year-ago quarter.
KB Home remains a "Hold" as persistent high mortgage rates and weak first-time buyer demand constrain recovery prospects. Q2 results were soft: revenue fell 27%, gross margin dropped to 15.2%, and operating margin compressed to 3%. KBH pivots to a build-to-order model, reducing inventory risk but limiting near-term revenue growth amid muted orders and backlog declines.
For the quarter ended May 2026, KB Home (KBH - Free Report) reported revenue of $1.11 billion, down 27.3% over the same period last year. EPS came in at $0.43, compared to $1.50 in the year-ago quarter.
The reported revenue represents a surprise of +2.03% over the Zacks Consensus Estimate of $1.09 billion. With the consensus EPS estimate being $0.43, the EPS surprise was -0.99%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how KB Home performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Backlog - Homes - Total: 4,526 versus 4,690 estimated by four analysts on average.Homes delivered - Total: 2,395 compared to the 2,326 average estimate based on four analysts.Net orders - Total: 3,317 versus the four-analyst average estimate of 3,412.Average selling price: $461.9 million compared to the $462.65 million average estimate based on three analysts.Ending community count: 280 versus 274 estimated by three analysts on average.Backlog - Value - Total: $2.14 billion versus $2.25 billion estimated by two analysts on average.Average community count: 278 compared to the 275 average estimate based on two analysts.Total Revenues- Homebuilding- Housing: $1.11 billion compared to the $1.08 billion average estimate based on five analysts. The reported number represents a change of -27.5% year over year.Total Revenues- Financial services: $5.33 million versus the five-analyst average estimate of $4.54 million. The reported number represents a year-over-year change of +9.4%.Total Revenues- Homebuilding: $1.11 billion versus $1.08 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -27.4% change.Total Revenues- Homebuilding- Land: $0.86 million versus $1.36 million estimated by three analysts on average.Financial services pretax income: $6.67 million compared to the $6.41 million average estimate based on four analysts.View all Key Company Metrics for KB Home here>>>
Shares of KB Home have returned +8.1% over the past month versus the Zacks S&P 500 composite's +0.1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
KB Home (NYSE:KBH) reported mixed financial results for the second quarter after the market closed on Tuesday.
KB Home reported second-quarter revenue of $1.11 billion, beating analyst estimates of $1.10 billion, according to Benzinga Pro. The homebuilder reported second-quarter earnings of 43 cents per share, missing analyst estimates of 45 cents per share.
"We produced solid second-quarter results that met or exceeded the mid-point of our key guidance ranges," said Jeffrey Mezger, executive chairman of KB Home.
KB Home expects $1.20 billion to $1.35 billion in housing revenue in the third quarter. The company also guided for full-year 2026 housing revenue of $4.90 billion to $5.30 billion.
KB Home shares rose 16.3% to trade at $61.32 on Wednesday.
These analysts made changes to their price targets on KB Home following earnings announcement.
UBS analyst John Lovallo maintained the stock with a Buy and raised the price target from $63 to $66. Wells Fargo analyst Sam Reid maintained the stock with an Underweight rating and raised the price target from $50 to $52. Considering buying KBH stock? Here’s what analysts think:
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KB Home (KBH) posted mixed earnings and continuing pressure for the homebuilder space. However, as Sam Vadas points out, the stock still rallied after the opening bell.
Key Takeaways KBH's built-to-order shift supports better visibility and steadier FY26 deliveries.KBH expects back-half margin gains from operating leverage, West Coast mix and built-to-order deliveries.KBH ended Q2 with $1.12B in liquidity, repurchased $75M in stock and kept land spending disciplined. KB Home (KBH - Free Report) used its second-quarter fiscal 2026 earnings call to press a single message — the company’s return to a built-to-order model is now far enough to support better visibility, steadier deliveries and improving margins in the back half of fiscal 2026.
That message mattered because the quarter still reflected a difficult spring selling season. KB Home reported revenues of $1.11 billion, which beat the Zacks Consensus Estimate of $1.09 billion by 2%. The company reported earnings per share of $0.43, meeting the consensus mark.
KB Home Pushes Built-to-Order DeeperExecutive chairman Jeffrey Mezger said that the fiscal second-quarter results met or exceeded the midpoint of the key guidance ranges, but management spent more time explaining the structural benefits of built-to-order than recapping quarterly figures. Mezger framed the shift as a lower-risk operating model that improves delivery predictability and margin quality.
Chief executive officer Rob McGibney said that 73% of fiscal second-quarter net orders were built-to-order homes, which he described as evidence that the company is rebuilding a sold backlog before construction begins. McGibney said that creates visibility on buyer, price, costs and expected close date much earlier in the cycle.
McGibney also tied the strategy to cost control.
KBH Sees Back-Half Margin RecoveryThe quarter itself showed why management is leaning on that transition. Housing revenues fell 27% year over year to $1.11 billion, while the housing gross margin was 15.2%, down from 19.3% a year earlier. Excluding inventory-related charges, the gross margin was 15.7%.
Still, chief accounting officer William Hollinger laid out a more constructive second-half setup. Hollinger guided to a fiscal third-quarter housing gross margin of 16-16.6% and a full-year margin of 16.1-16.5%, assuming no inventory-related charges.
Hollinger said that the improvement should come from better operating leverage, a higher mix of built-to-order deliveries and a more favorable West Coast mix, particularly from Northern California. He added that more than 80% of expected fiscal third-quarter deliveries were already in backlog, reinforcing the company’s visibility argument.
KB Home Uses Cash for Land & BuybacksManagement also emphasized balance sheet flexibility. KB Home ended the quarter with $1.12 billion of total liquidity, including about $200 million in cash and no debt maturities until June 2027.
Mezger said that the company remained balanced in capital allocation, investing for growth while returning capital to shareholders. KB Home repurchased 1.4 million shares for $75 million in the quarter and paid out roughly $15 million in dividends.
Land spending stayed active but disciplined. Management said that the fiscal second-quarter land acquisition and development investment was just under $500 million, with roughly three-fourths directed to development and fees on land already owned.
KBH Q&A Focuses on California & DemandAnalysts pressed hardest on two points in Q&A: how much of the expected margin step-up comes from built-to-order versus California and whether spring demand softness has extended into June. Management’s answers were steady and more explicit than in prepared remarks.
Responding to Barclays and Evercore ISI, McGibney said that fiscal fourth-quarter built-to-order deliveries should reach roughly 70%, but not yet the full target rate. He also described the Bay Area contribution as more than a one-quarter event, saying that the region now has a healthier pipeline of larger, higher-ASP communities.
On demand, management acknowledged that March was the weakest month of the spring season, while April and May improved. McGibney said that June trends were tracking in line with expectations and reflected a normal seasonal slowdown rather than a fresh deterioration.
KB Home Reenters Atlanta CarefullyBeyond the near term, Mezger highlighted Atlanta as the company’s latest market reentry. He called it a top-10 housing market with strong population and job growth, and said that KB Home has already acquired its first parcel there for an early 2027 opening.
That move fits management’s broader growth posture. The company expected Seattle, Boise and Charlotte to represent about 10% of the fiscal 2026 volume, showing how KB Home is still willing to expand, but within a familiar operating template.
At the same time, executives stressed discipline in the land market. McGibney said that the company has walked away from optioned deals that no longer met return hurdles, even as sellers have begun to grow more realistic on terms and pricing.
KBH Keeps the Focus on ExecutionThe clearest takeaway from the call was not that conditions have turned easy. Management repeatedly pointed to weak consumer confidence, elevated mortgage rates and affordability pressure as continuing obstacles.
What changed was the company’s confidence in its operating setup. Faster build times, lower finished unsold inventory and sequential backlog growth gave executives a firmer basis to talk about improving deliveries, margins and backlog comparisons through the rest of fiscal 2026.
Zacks Rank & Style SignalsKBH currently carries a Zacks Rank #4 (Sell), along with a Value Score of B, a Growth Score of C, a Momentum Score of A and a VGM Score of A. Under Zacks’ framework, Style Scores help identify attractive value, growth and momentum traits, but they are meant to complement, not override, the rank.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The above-mentioned combination leaves a mixed signal. The strong Momentum and VGM grades indicate favorable style characteristics, but Zacks’ guidance says stocks with a Zacks Rank #4 or #5 (Strong Sell) should not be favored even when Style Scores are strong. The rank can also change as earnings estimate revisions adjust after the quarter’s results and management outlook.
Rare-earth metals are used in everything from your cellphone to high-tech missiles that countries stockpile for self-defense. Right now, most of the world's supply of rare-earth metals comes from China, a country that has shown it will use access to these vital metals as a geopolitical bargaining chip. Which is the first reason why MP Materials (MP 2.46%) is attractive as a long-term investment. The second reason is a bit more subtle.
What does MP Material do? MP Materials has a rare-earth metals mining operation and a rare-earth metals processing business. Both are up and running, and they are both located in the United States. Even more impressive, MP Materials produced positive adjusted earnings of $0.03 per share in the first quarter of 2026. For investors looking at the rare-earth space, this company appears to have a sustainable, full-featured business.
Image source: Getty Images.
Basically, MP Materials has done a lot of hard work in a very short period of time. And that sets it apart from its peers. For example, TMC The Metals Company (TMC 3.73%) is seeking to develop an undersea mining operation. It's an interesting idea, but an operating mine is years away. The investment needed to build the proposed mine will likely leave The Metals Company bleeding red ink for years to come.
USA Rare Earth (USAR 4.06%) is further along in its development as a materials business. It has rare-earth metals processing assets that are operational today. However, it is still developing a rare-earth mine, so capital investment needs will remain elevated for the foreseeable future. And it is aggressively using acquisitions to build out its business. While buying other businesses can lead to rapid growth, such transactions also increase execution risk. And USA Rare Earth is still unprofitable.
Today's Change
(
-2.46
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-1.45
Current Price
$
57.45
In a high-risk area, hedging your bet makes sense The truth is, rare-earth metals are still something of a developing industry. There's a huge opportunity, but it isn't clear which companies will be the long-term winners just yet. However, for most investors, sticking to the company with the most developed business is probably a good risk/reward balance. So, USA Rare Earth is likely to be more attractive than The Metals Company, and MP Materials is likely to be more attractive than USA Rare Earth.
Any one of these companies (or even all of them) could eventually be big winners. But MP Materials is the only one that is profitable now, with both its mining and processing businesses up and running. That's a compelling advantage if you plan to buy and hold a stock in a high-risk sector for a decade or more.
Key Takeaways MP posted a $1.9M operating cash outflow in Q1 2026, improving from a $63M outflow a year ago.Free cash flow stayed negative at $79.3M in Q1 2026 following a negative $304M in 2025.Higher sales, NdPr volumes and DoW support could help stabilize MP's cash flow after tough years. MP Materials Corp. (MP - Free Report) posted a modest improvement in operating cash flow in the first quarter of 2026, though it still recorded a $1.9 million outflow compared with a $63 million outflow in the same quarter last year.
The year-over-year improvement was supported by higher product sales, as well as the $51 million received from the Department of War (DoW) for the Price Protection Agreement (PPA) income recognized in the fourth quarter of 2025, with no comparable cash inflow in the prior-year period. The company also received a $19 million from the 45X credit associated with its 2024 federal tax return.
Free cash flow remained negative at $79.3 million, though it improved from a $93.7 million outflow a year earlier. This follows an already weak 2025, when MP reported $155.8 million in operating cash outflows and $304 million in negative free cash flow.
MP’s last period of strong cash generation was in 2022, when it delivered $343.5 million in operating cash flow and $22 million in positive free cash flow, supported by elevated rare earth prices and strong demand conditions. Since then, cash flows have weakened significantly alongside falling rare earth prices and softer-than-expected demand for magnetic materials.
In 2023, cash flow from operations plunged 82% year over year to $62.7 million on lower prices and inventory builds to support its Stage II separations facilities as well as Stage III initiatives. The decline continued in 2024, with operating cash flow falling 79% to $13.3 million amid sustained price pressure and continued inventory accumulation as production of separated products ramped up. Notably, free cash flow has remained negative since 2023.
MP Materials is seeing higher production costs as producing separated products is more costly than producing rare earth concentrates. Selling, general and administrative expenses have also flared up as it expanded its workforce to support the downstream expansion. These factors have driven up operating expenses, keeping profits and cash flows under pressure.
Looking ahead, MP’s ongoing ramp-up of separated rare earth production at Mountain Pass, along with the expansion of magnetic precursor and magnet output at the Independence Facility, is expected to keep the costs elevated in 2026. Ongoing investment in downstream capabilities is also likely to keep SG&A expenses elevated, maintaining pressure on near-term profitability and cash flows.
On the positive side, NdPr production volumes are increasing as process optimization and ramp-up efforts progress. Combined with higher sales volumes and support from the DoW Price Protection Agreement, these factors could help partially offset margin pressure and gradually stabilize MP Materials’ cash flow profile after several challenging years.
MP’s Price Performance, Valuation & EstimatesMP Materials’ shares have gained 65% in a year compared with the industry’s 52.6% growth. Other names in the space, like Energy Fuels Inc. (UUUU - Free Report) and USA Rare Earth Inc. (USAR - Free Report) , have gained 194.9% and 93%, respectively.
Image Source: Zacks Investment Research
MP is trading at a forward 12-month price/sales multiple of 17.52X, a significant premium to the industry’s 1.49X. Energy Fuels and USA Rare Earth are trading at 22.09X and 51.85X, respectively.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MP Materials’ 2026 earnings is pegged at 16 cents per share, indicating an improvement from the loss of 24 cents in 2025. The estimate for 2027 is $1.06 per share, indicating a 562.5% year-over-year improvement.
Image Source: Zacks Investment Research
The estimate for both 2026 and 2027 has, however, moved down in the past 60 days, as shown in the chart below.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
New York, New York--(Newsfile Corp. - June 21, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Badger Meter, Inc. (NYSE: BMI) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Badger Meter securities between April 18, 2024 and April 16, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/BMI.
Badger Meter Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
the Company's reported strong financial results did not reflect "ongoing favorable industry trends," "secular growth drivers," or "solid operating execution," as represented, but were instead unsustainable; Defendants' statements touting "strong" demand, "robust order pacing," and a "strong bid pipeline" overstated the true state of the Company's demand environment and ability to generate continued sales and earnings growth; and contrary to Defendants' claims that the Company possessed a "long runway" for growth, the Company's growth prospects were materially overstated, such that Defendants lacked a reasonable basis for their positive statements about the Company's business, operations, and future prospects.What's Next for Badger Meter Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/BMI, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Badger Meter you have until August 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Badger Meter Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Badger Meter Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300217
Source: Bronstein, Gewirtz & Grossman, LLC
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NEW YORK, June 22, 2026 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP encourages investors who suffered losses in Badger Meter, Inc. (NYSE: BMI) to contact the firm. Those who purchased BMI securities between April 18, 2024 and April 16, 2026 may be entitled to recover damages. Find out if you are eligible to recover losses or contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
BMI shares declined more than 24%, losing $36.75 per share, following the final corrective disclosure on April 17, 2026. The lead plaintiff deadline is August 3, 2026.
April 18, 2024 — "Record" Results Attributed to "Ongoing Favorable Industry Fundamentals"
Badger Meter opened the Class Period by reporting 1Q 2024 results, including total sales 23% higher year-over-year. Management described "robust customer demand" and a "long runway" for growth, the lawsuit contends.
July 19, 2024 — "Customer-Accelerated Backlog Conversion" Touted
The Company reported 2Q 2024 results with sales again up 23% year-over-year. Management attributed performance to "underlying secular growth drivers" and "an encouraging opportunity funnel," as alleged in the complaint.
January 31, 2025 — "Robust Demand Environment" Emphasized
Badger Meter reported 4Q and full-year 2024 results. The filing states management described a "track record of differentiated performance" and "robust adoption rates" for cellular AMI solutions while guiding to high single-digit average top line growth.
April 17, 2025 — Pull-Forward Concerns Dismissed
When analysts directly asked whether customers had pulled forward orders, as set forth in the complaint, management stated 75% of revenue goes direct to end users who "really, in many ways, cannot pull forward" and that order patterns were "pretty normal."
Timeline of Alleged Disclosure Failures
July 22, 2025: 2Q 2025 results disappointed with EPS below consensus; management warned of sequential sales decline but blamed AMI project timing, not demand weakness. BMI fell 16.5%.January 28, 2026: 4Q 2025 results revealed a 6% sequential decline in utility water sales; management continued attributing shortfalls to "previously communicated project pacing effects." BMI fell 11%.April 17, 2026: 1Q 2026 results showed total sales 9% lower year-over-year and utility water sales down 10%; management acknowledged "softer short-cycle municipal customer ordering" and admitted the variability "has always existed" but was previously obscured by backlog. BMI fell 24%+.Cumulative impact: From $245.22 before the first disclosure on July 21, 2025, shares fell to $115.54 by April 17, 2026. Submit your claim before the deadline or call (212) 363-7500.
"Timely disclosure of material developments is fundamental to fair and efficient markets. The chronology in this case raises important questions about the gap between what Badger Meter's management was communicating about demand durability and the short-cycle weakness that was allegedly always present but hidden by backlog conditions." -- Joseph E. Levi, Esq.
ABOUT THE FIRM — For over two decades, Levi & Korsinsky has represented shareholders in securities class actions. Ranked in ISS Top 50 for seven consecutive years. The window to apply for lead plaintiff closes on August 3, 2026.
Frequently Asked Questions About the BMI Lawsuit
Q: When did Badger Meter allegedly mislead investors? A: The class period runs from April 18, 2024 to April 16, 2026. During this time, the complaint alleges management made materially false or misleading statements about the durability of demand and the drivers of record financial results. The alleged fraud was revealed through corrective disclosures on July 22, 2025, January 28, 2026, and April 17, 2026.
Q: How much did BMI stock drop? A: Shares fell approximately 24%, a decline of $36.75 per share, after the Company disclosed softer short-cycle municipal ordering and admitted demand variability had always existed but was previously masked by backlog. Earlier disclosures caused additional declines of 16.5% and 11%.
Q: What do BMI investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as a class member.
Q: What if I already sold my BMI shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. You submit a claim form to receive your portion of recovery.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004 [email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Badger Meter To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Badger Meter between April 18, 2024 and April 16, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - June 22, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Badger Meter, Inc. ("Badger Meter" or the "Company") (NYSE: BMI) and reminds investors of the August 3, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that Badger Meter's strong financial results reflected "ongoing favorable industry trends," "secular growth drivers," and "solid operating execution." They likewise touted "strong" demand and said they were seeing "robust order pacing and a strong bid pipeline that positions us well for continued sales and earnings growth," and that Badger Meter possessed a "long runway" for growth.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Badger Meter's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Badger Meter class action, go to www.faruqilaw.com/BMI or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Badger Meter Securities Class Action Lawsuit:
What is the Badger Meter securities fraud lawsuit about?
The Badger Meter securities fraud lawsuit is a federal securities class action alleging that Badger Meter, Inc. (NYSE: BMI) and its executives made false and misleading statements to investors by touting "strong" demand, a "robust" order pipeline, and a "long runway" for growth while concealing that the Company's financial results were not sustainable. As the truth emerged through a series of disclosures - including disappointing Q2 2025 results and a sequential sales decline forecast on July 22, 2025, missed revenue expectations and a 6% sequential decline in utility water sales on January 28, 2026, and Q1 2026 earnings that missed consensus estimates by $0.26 per share with revenue missing by $28.58 million on April 17, 2026 - BMI's stock price dropped sharply, causing significant losses for investors.
Who may be eligible to participate in the Badger Meter class action lawsuit?
Investors who purchased or acquired Badger Meter (BMI) stock between April 18, 2024 and April 16, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the Badger Meter securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Badger Meter employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Badger Meter lawsuit?
A lead plaintiff in the Badger Meter class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any Badger Meter investor who purchased BMI stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is August 3, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Badger Meter stock during the Class Period?
Investors who purchased Badger Meter (BMI) stock between April 18, 2024 and April 16, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Badger Meter securities class action is August 3, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/BMI for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/302347
Source: Faruqi & Faruqi LLP
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Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Badger Meter, Inc. (NYSE: BMI) between April 18, 2024 and April 16, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026.
So what: If you purchased Badger Meter common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
What to do next: To join the Badger Meter class action, go to https://rosenlegal.com/cases/badger-meter-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Details of the case: According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements concerning the drivers of Badger Meter's "record" financial results, demand for Badger Meter's products, and its prospects for continued growth. During the Class Period, defendants told investors that Badger Meter's strong financial results reflected "ongoing favorable industry trends," "secular growth drivers," and "solid operating execution." They likewise touted "strong" demand and said they were seeing "robust order pacing and a strong bid pipeline that positions us well for continued sales and earnings growth," and that Badger Meter possessed a "long runway" for growth.
According to the lawsuit, these statements were materially false and misleading. In truth, Badger Meter's financial results during the Class Period were at least partially attributable to Badger Meter's practice of pulling-forward customer orders to recognize revenue early, which concealed weakening demand and deteriorating near-term order trends. This practice also depleted revenue otherwise available for future periods, ultimately causing the disappointing financial results Badger Meter later reported. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Badger Meter class action, go to https://rosenlegal.com/cases/badger-meter-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
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Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
LOS ANGELES, June 23, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Badger Meter, Inc. (“Badger” or “the Company”) (NYSE: BMI) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between April 18, 2024 and April 16, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 3, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Badger Meter claimed its financial performance was based on “secular growth drivers,” and “solid operating execution.” The Company touted “strong” demand and a “long runway” for growth. In truth, the Company’s performance was partially based on pulling forward customer orders to recognize revenue early. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Badger Meter, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
, /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Badger Meter, Inc. (NYSE: BMI).
Shareholders who purchased shares of BMI during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.
ALLEGATIONS: According to the filed complaint, defendants made false statements concerning the drivers of Badger Meter's "record" financial results, demand for the Company's products, and its prospects for continued growth. During the class period, defendants told investors that Badger Meter's strong financial results reflected "ongoing favorable industry trends," "secular growth drivers," and "solid operating execution." They likewise touted "strong" demand and said they were seeing "robust order pacing and a strong bid pipeline that positions us well for continued sales and earnings growth," and that Badger Meter possessed a "long runway" for growth.
DEADLINE: August 3, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/badger-meter-loss-submission-form/?id=189533&from=4
NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of BMI during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is August 3, 2026. There is no cost or obligation to you to participate in this case.
WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.
CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903
NEW YORK, June 23, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Badger Meter, Inc. (NYSE: BMI) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Badger Meter securities between April 18, 2024 and April 16, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/BMI.
Badger Meter Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
(1)the Company’s reported strong financial results did not reflect “ongoing favorable industry trends,” “secular growth drivers,” or “solid operating execution,” as represented, but were instead unsustainable; (2)Defendants’ statements touting “strong” demand, “robust order pacing,” and a “strong bid pipeline” overstated the true state of the Company’s demand environment and ability to generate continued sales and earnings growth; and (3)contrary to Defendants’ claims that the Company possessed a “long runway” for growth, the Company’s growth prospects were materially overstated, such that Defendants lacked a reasonable basis for their positive statements about the Company’s business, operations, and future prospects.
What's Next for Badger Meter Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/BMI. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Badger Meter you have until August 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Badger Meter Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Badger Meter Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
New York, New York--(Newsfile Corp. - June 23, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Badger Meter, Inc. (NYSE: BMI) between April 18, 2024 and April 16, 2026, inclusive (the "Class Period"), of the important August 3, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Badger Meter common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Badger Meter class action, go to https://rosenlegal.com/cases/badger-meter-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements concerning the drivers of Badger Meter's "record" financial results, demand for Badger Meter's products, and its prospects for continued growth. During the Class Period, defendants told investors that Badger Meter's strong financial results reflected "ongoing favorable industry trends," "secular growth drivers," and "solid operating execution." They likewise touted "strong" demand and said they were seeing "robust order pacing and a strong bid pipeline that positions us well for continued sales and earnings growth," and that Badger Meter possessed a "long runway" for growth.
According to the lawsuit, these statements were materially false and misleading. In truth, Badger Meter's financial results during the Class Period were at least partially attributable to Badger Meter's practice of pulling-forward customer orders to recognize revenue early, which concealed weakening demand and deteriorating near-term order trends. This practice also depleted revenue otherwise available for future periods, ultimately causing the disappointing financial results Badger Meter later reported. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Badger Meter class action, go to https://rosenlegal.com/cases/badger-meter-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/302569
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
, /PRNewswire/ -- Glancy Prongay Wolke & Rotter LLP announces that investors with losses have opportunity to lead the securities fraud class action lawsuit against Badger Meter, Inc. ("Badger Meter" or the "Company") (NYSE: BMI).
IF YOU SUFFERED A LOSS ON YOUR BADGER METER INVESTMENTS, CLICK HERE BEFORE AUGUST 3, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE SECURITIES FRAUD LAWSUIT
What Is The Lawsuit About?
The complaint filed alleges that, between April 18, 2024 and April 16, 2026, Defendants failed to disclose to investors that: (1) Badger Meter's financial results during the Class Period were at least partially attributable to the Company's practice of pulling-forward customer orders to recognize revenue early, which concealed weakening demand and deteriorating near-term order trends; (2) this practice also depleted revenue otherwise available for future periods, ultimately causing the disappointing financial results the Company later reported; and (3) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150 (Toll-Free: 888-773-9224)
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.
If you inquire by email, please include your mailing address, telephone number and number of shares purchased.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.
NEW YORK, June 23, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Badger Meter, Inc. (“Badger Meter” or the “Company”) (NYSE: BMI). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Badger Meter and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 3, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Badger Meter securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On April 17, 2026, Badger Meter reported its first quarter 2026 financial results. Among other items, Badger Meter reported earnings per share of $0.93, missing consensus estimates by $0.26, and revenue of $202.03 million, missing consensus estimates by $28.58 million. Badger Meter disclosed that its utility water sales declined 10% year-over-year, reflecting project timing and softer short cycle municipal customer ordering.
On this news, Badger Meter’s stock price fell $36.75 per share, or 24.13%, to close at $115.54 per share on April 17, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Badger Meter, Inc. (NYSE: BMI) between April 18, 2024 and April 16, 2026, inclusive (the “Class Period”), of the important August 3, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Badger Meter common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Badger Meter class action, go to https://rosenlegal.com/cases/badger-meter-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements concerning the drivers of Badger Meter’s “record” financial results, demand for Badger Meter’s products, and its prospects for continued growth. During the Class Period, defendants told investors that Badger Meter's strong financial results reflected “ongoing favorable industry trends,” “secular growth drivers,” and “solid operating execution.” They likewise touted “strong” demand and said they were seeing “robust order pacing and a strong bid pipeline that positions us well for continued sales and earnings growth,” and that Badger Meter possessed a “long runway” for growth.
According to the lawsuit, these statements were materially false and misleading. In truth, Badger Meter’s financial results during the Class Period were at least partially attributable to Badger Meter’s practice of pulling-forward customer orders to recognize revenue early, which concealed weakening demand and deteriorating near-term order trends. This practice also depleted revenue otherwise available for future periods, ultimately causing the disappointing financial results Badger Meter later reported. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Badger Meter class action, go to https://rosenlegal.com/cases/badger-meter-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
Badger Meter (BMI - Free Report) closed at $127.81 in the latest trading session, marking a -5.2% move from the prior day. This change lagged the S&P 500's 1.44% loss on the day. Elsewhere, the Dow lost 0.09%, while the tech-heavy Nasdaq lost 2.22%.
The manufacturer of products that measure gas and water flow's stock has climbed by 7.14% in the past month, exceeding the Computer and Technology sector's gain of 0.98% and the S&P 500's gain of 0.08%.
Market participants will be closely following the financial results of Badger Meter in its upcoming release. In that report, analysts expect Badger Meter to post earnings of $1.01 per share. This would mark a year-over-year decline of 13.68%. Simultaneously, our latest consensus estimate expects the revenue to be $219.66 million, showing a 7.75% drop compared to the year-ago quarter.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $4.51 per share and a revenue of $909.27 million, signifying shifts of -5.85% and -0.81%, respectively, from the last year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Badger Meter. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.29% higher. Badger Meter is currently a Zacks Rank #3 (Hold).
Valuation is also important, so investors should note that Badger Meter has a Forward P/E ratio of 29.89 right now. Its industry sports an average Forward P/E of 29.89, so one might conclude that Badger Meter is trading at no noticeable deviation comparatively.
We can additionally observe that BMI currently boasts a PEG ratio of 2.42. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. By the end of yesterday's trading, the Instruments - Control industry had an average PEG ratio of 1.96.
The Instruments - Control industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 104, which puts it in the top 43% of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Notice to Pension Funds, Asset Managers, and Fiduciaries Holding Badger Meter: Alleged Order Pull-Forward Scheme May Have Inflated Portfolio Valuations by Up to $129 Per Share
, /PRNewswire/ -- Institutional investors holding positions in Badger Meter, Inc. (NYSE: BMI) during the period from April 18, 2024 through April 16, 2026 may wish to evaluate lead plaintiff opportunities in a pending securities class action. Request an institutional investor loss assessment. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
BMI shares traded as high as $245.22 during the Class Period before falling to $115.54 following a series of corrective disclosures, representing a peak-to-trough decline exceeding $129 per share. The lead plaintiff deadline is August 3, 2026.
Notice to Institutional Holders
Fiduciaries overseeing portfolios that included BMI stock face distinct obligations when securities fraud allegations emerge against a portfolio company. A class action contends that Badger Meter and certain officers made materially misleading statements about the sustainability of the Company's financial results, attributing record revenues to durable demand when results were allegedly inflated by pulling forward customer orders from future periods.
For pension funds, endowments, and asset managers, the question is not merely whether a loss occurred but whether fiduciary obligations require affirmative evaluation of recovery options, including lead plaintiff appointment.
ERISA and Fiduciary Considerations
Institutional holders should consider the following when assessing their obligations:
ERISA-governed plans that held BMI during the Class Period may have a duty to investigate and pursue available legal remedies to recover plan assets Institutions with the largest documented losses are best positioned for lead plaintiff appointment, which provides direct oversight of litigation strategy and settlement terms Lead plaintiff appointment carries no additional financial cost; securities class actions proceed on a contingency basis with court-approved fees Failing to evaluate lead plaintiff status when losses are substantial may itself raise questions about fiduciary diligence The PSLRA favors institutional lead plaintiffs, and courts routinely appoint pension funds and asset managers to this role Multiple corrective disclosures over a nine-month span created distinct loss tranches that institutional holders should map against their specific trading windows Contact us for institutional recovery options or call (212) 363-7500.
Portfolio Impact Assessment
The lawsuit chronicles three separate stock declines tied to corrective disclosures: a 16.5% drop in July 2025, an 11% drop in January 2026, and a 24%-plus drop in April 2026. Each disclosure peeled back a layer of allegedly concealed information about weakening short-cycle municipal ordering and the depletion of revenue pulled forward from future quarters. The complaint asserts that management attributed results to "ongoing favorable industry fundamentals" and "secular growth drivers" while internal order trends were deteriorating.
"Institutional investors play a critical role in securities class actions. Their participation ensures rigorous oversight of litigation on behalf of all class members, and the PSLRA framework is designed to empower investors with the largest stakes to guide that process." -- Joseph E. Levi, Esq.
Case Summary
The action alleges violations of Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and SEC Rule 10b-5. The complaint contends that Badger Meter's reported growth was not reflective of genuine demand strength but was instead artificially sustained by order pull-forward practices that masked deteriorating near-term trends. When the true condition of demand was revealed across three quarterly reports, shareholders absorbed cumulative per-share losses exceeding $95 from corrective disclosure events alone.
Institutional investors who acquired BMI securities during the Class Period are encouraged to evaluate their recovery options before the August 3, 2026 lead plaintiff deadline.
INSTITUTIONAL INVESTOR REPRESENTATION -- Levi & Korsinsky, LLP provides sophisticated counsel to institutional investors evaluating lead plaintiff opportunities. The firm has recovered hundreds of millions of dollars. Ranked among ISS Top 50 for seven consecutive years. To be considered for lead plaintiff, investors must file by August 3, 2026.
Frequently Asked Questions About the BMI Lawsuit
Q: How much did BMI stock drop? A: Shares fell more than 24%, a decline of $36.75 per share, after Badger Meter disclosed that total sales were 9% lower year-over-year and that softer short-cycle municipal customer ordering contributed to the shortfall. Across all three corrective disclosures, cumulative declines exceeded $95 per share.
Q: Who is eligible to join the BMI investor lawsuit? A: Investors who purchased BMI stock or securities between April 18, 2024 and April 16, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses, not on whether you still hold the shares.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: How do I know if I lost enough money to be the lead plaintiff? A: There is no minimum loss threshold. Courts appoint the investor with the largest provable loss who is willing and able to represent the class adequately. Contact Levi & Korsinsky before August 3, 2026 to evaluate.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: What if I already sold my BMI shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Philadelphia, Pennsylvania--(Newsfile Corp. - June 24, 2026) - National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against Badger Meter, Inc. (NYSE: BMI) ("Badger Meter" or the "Company") on behalf of investors who purchased or acquired Badger Meter common stock during the period from April 18, 2024 through April 16, 2026 (the "Class Period").
Investor Deadline: Investors who purchased or acquired Badger Meter common stock during the Class Period may, no later than August 3, 2026, seek to be appointed as a lead plaintiff representative of the class. To learn your rights, CLICK HERE.
Badger Meter, headquartered in Milwaukee, Wisconsin, is a global provider of flow measurement, water quality monitoring, and control solutions. The Company's products serve water utilities, municipalities, and industrial customers worldwide and span both traditional metering hardware and advanced metering infrastructure ("AMI") platforms that enable utilities to collect usage data remotely.
According to the complaint, throughout the Class Period, Defendants falsely assured investors that Badger Meter's record financial results were the product of genuine industry tailwinds and solid execution. Management touted strong demand, a robust bid pipeline, and what they called a long runway for growth.
In truth, according to the suit, Badger Meter's reported results during the Class Period were materially inflated by a practice of pulling forward customer orders to recognize revenue ahead of schedule. This practice masked weakening demand and depleted revenue that would otherwise have been available in future periods.
The concealment began to unravel on July 22, 2025, when Badger Meter reported second-quarter 2025 results that missed consensus estimates, showed decelerating revenue growth, and revealed margin deterioration. The Company further disclosed that it expected sales to decline sequentially in the third quarter of 2025. On this news, Badger Meter's stock fell $40.42 per share, or 16.5%, closing at $204.80 per share.
On January 28, 2026, Badger Meter reported fourth-quarter 2025 results that again fell short of revenue expectations, including a 6% sequential decline in utility water sales. Management continued to characterize the miss as a reflection of previously communicated project pacing. Shares fell an additional $18.09, or approximately 11%, to close at $146.32 per share.
Finally, on April 17, 2026, the Company reported first-quarter 2026 results that, as the complaint alleges, revealed the depth of the problem: total sales of $202.3 million were down 9% year-over-year; operating margin contracted from 22.2% to 17.4%; and diluted EPS fell from $1.30 to $0.93. Utility water sales declined 10% compared to the quarter in the prior year. In addition to project timing, management acknowledged for the first time that softer short-cycle municipal ordering had contributed to the results - and disclosed that such variability had, in fact, existed throughout the 2023-2025 period but had been obscured by backlog and projects in flight. Badger Meter's stock dropped $36.75 per share, more than 24%, to close at $115.54 per share.
If you are a Badger Meter investor and would like to learn more about this action, CLICK HERE or please contact Berger Montague: Andrew Abramowitz at [email protected] or (215) 875-3015, or Caitlin Adorni at [email protected] or (267) 764-4865.
About Berger Montague
Berger Montague is one of the nation's preeminent law firms focusing on complex civil litigation, class actions, and mass torts in federal and state courts throughout the United States. With more than $2.4 billion in 2025 post-trial judgments alone, the Firm is a leader in the fields of complex litigation, antitrust, consumer protection, defective products, environmental law, employment law, securities, and whistleblower cases, among many other practice areas. For over 55 years, Berger Montague has played leading roles in precedent-setting cases and has recovered over $50 billion for its clients and the classes they have represented. Berger Montague is headquartered in Philadelphia and has offices in Chicago; Malvern, PA; Minneapolis; San Diego; San Francisco; Toronto, Canada; Washington, D.C., and Wilmington, DE.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/302640
Source: Berger Montague
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
NEW YORK, June 24, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the common stock of Badger Meter, Inc. (“Badger Meter” or the “Company”) (NYSE: BMI) between April 18, 2024 and April 16, 2026, inclusive.
Should You Join The Badger Meter Class Action Lawsuit:
Do you, or did you, own shares of Badger Meter, Inc. (NYSE: BMI)?Did you sell your shares between April 18, 2024 and April 16, 2026, inclusive?Did you lose money in your investment in Badger Meter, Inc.? What To Do Next:
Investors are encouraged to act promptly and submit a form at Badger Meter, Inc. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by August 3, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Badger Meter common stock traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
Key Takeaways MaxLinear's Infrastructure revenues surged 136% year over year in Q1 2026 on optical platform ramp-up.MXL raised the 2026 optical data center revenue outlook to $150M-$170M on strong customer orders.MaxLinear expects storage accelerator revenues to at least double in 2026 versus the 2025 levels. MaxLinear, Inc.’s (MXL - Free Report) transformation into an infrastructure-focused company is being driven by strong growth in its data center optical business and several high-value products that remain early in their market ramp-up. The Infrastructure segment became the largest revenue category in first-quarter 2026, with sales rising 136% year over year, led by production ramp-up in optical data center platforms.
Management sees more growth ahead as hyperscale customers continue building out AI-focused architectures. Strong customer orders and growing visibility of the program ramp-up led the company to increase its 2026 optical data center revenue expectations to the $150-$170 million range.
MaxLinear also expects data center revenues to move higher from the second quarter, with additional upsides as run rates expand into 2027. The majority of this momentum is being driven by the Keystone PAM4 DSP family, which is ramping up at several major data centers in the United States and Asia for 400-gig and 800-gig deployments for scale-up and scale-out applications.
With Keystone validating the company’s ability to execute at scale, customer engagement around the Rushmore family of PAM4 TIAs and 200 gigabit per lane DSPs is gaining traction faster than expected. Production ramp-up is anticipated to begin in late 2026, with revenue growth continuing through 2027.
MaxLinear is also broadening its presence within hyperscale data centers beyond PAM4-based optical and electrical interconnects. Within Infrastructure, the Panther family of hardware storage accelerators SoCs continues to see strong design wins and success across Tier-1 network appliance and cloud service providers. Based on current engagement, the company expects storage accelerator revenues to at least double in 2026 from the 2025 levels. MaxLinear’s Sierra single-chip radio SoCs are now deployed with multiple North American operators, with expanding opportunities as 5G networks continue to evolve.
Updates From MXL PeersQualcomm Technologies (QCOM - Free Report) recently launched Snapdragon Scalable Turnkey AI-Ready Toolkit (“START”), a program designed to help brands bring their own personal AI devices to market faster and with greater flexibility, starting with smart glasses. Announced at the Augmented World Expo, Snapdragon START combines modules with an AI-agnostic full software stack and a network of manufacturing partners to let brands, enterprise-focused organizations and emerging innovators focus on design and experience.
Global eyewear company, Inspecs, is the first to exclusively collaborate with Qualcomm under the Snapdragon START program.
Qorvo (QRVO - Free Report) has introduced QPF5012, an X-band radar front-end solution that allows defense system designers to achieve higher performance without increasing size, weight or prime power. Designed for modern phased array and multifunction sensors, the solution combines transmit power, efficiency and receive sensitivity in a single compact module, addressing key challenges in next-generation radar design.
The Zacks Rundown for MXL StockOver the past year, MaxLinear shares have surged 609.2% compared with the industry’s 85.9% growth.
Image Source: Zacks Investment Research
In terms of valuation, MXL trades at a forward, three-year Price/Sales (P/S) of 12.11X compared with its 2.80X median and the industry average of 10.88X.
Image Source: Zacks Investment Research
Take a look at how estimates for MaxLinear’s 2026 and 2027 earnings are shaping up.
Image Source: Zacks Investment Research
MaxLinear currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways CHWY acquired Modern Animal to expand its veterinary care platform and healthcare ecosystem.CHWY expects roughly 60 clinics by FY26 through combined expansion plans.Modern Animal is projected to contribute $70M to FY26 revenues for CHWY. Chewy, Inc. (CHWY - Free Report) is accelerating its push into pet healthcare through the acquisition of Modern Animal, a technology-enabled veterinary care provider. The deal strengthens Chewy’s presence in the highly attractive and underpenetrated pet healthcare market while supporting its broader strategy of building a comprehensive ecosystem that spans products, pharmacy and veterinary services. Management believes that the company is well-positioned to capitalize on this opportunity as demand for pet healthcare continues to grow.
A key advantage for Chewy is its growing access to veterinary talent in an industry facing a shortage of veterinarians. Management noted that this creates a structural advantage as the company expands its Chewy Vet Care network. Modern Animal adds a highly complementary platform with strong clinical expertise, above-industry unit economics and an experience-led, technology-enabled model that aligns closely with Chewy’s veterinary strategy.
The acquisition is expected to accelerate clinic expansion by combining Chewy Vet Care’s organic growth initiatives with Modern Animal’s existing footprint and development pipeline. Together, the businesses are expected to operate 60 clinics by the end of fiscal 2026, with embedded revenue contribution approaching $290 million at steady state.
Chewy has also incorporated the acquisition into its fiscal 2026 outlook. The company expects net sales of $13.40-$13.55 billion, indicating year-over-year growth of 6.3-7.5%. The guidance includes an estimated $70-million revenue contribution from Modern Animal during fiscal 2026.
While Modern Animal’s clinics generate attractive mature four-wall profitability, management expects the business to create a modest margin-rate drag during 2026 as integration efforts progress. Even so, Chewy maintained confidence in its earnings model and plans to open 10-12 Chewy Vet Care locations this year while integrating Modern Animal into its operating and technology platforms.
CHWY’s Price Performance, Valuation & EstimatesChewy, which competes with BARK, Inc. (BARK - Free Report) and Petco Health and Wellness Company, Inc. (WOOF - Free Report) , has fallen 22.8% in the past three months against the industry’s growth of 10%. Meanwhile, BARK shares have declined 20.4% and Petco has dipped 9.3%.
Image Source: Zacks Investment Research
From a valuation standpoint, CHWY trades at a trailing price-to-sales ratio of 0.59X, below the industry’s average of 2.20X. It has a Value Score of A. CHWY is trading at a premium to BARK (with a trailing 12-month P/S ratio of 0.22) and Petco (0.12).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CHWY’s fiscal 2026 and 2027 earnings implies year-over-year growth of 20.5% and 22.2%, respectively. Estimates for fiscal 2026 and 2027 have been revised downward by 10 cents and 13 cents, respectively, in the past 30 days.
On June 22, 2026, Chewy Inc CHWY shares experienced a decline of 3.8%, closing at $17.51. The stock has faced significant pressure, trading within a 52-week range of $17.40 to $43.84.
GF Value™ verdict: The current price of $17.51 is 48.0% below the GF Value™ estimate of $33.68.GF Score™ is 68/100, indicating an above-average potential for long-term returns.Most notable signal: Insiders sold $2.2M worth of shares in the last three months, with no buying activity reported. Is CHWY Overvalued or Undervalued? Chewy Inc's current price of $17.51 is significantly lower than its GF Value™ estimate of $33.68, indicating that the stock is undervalued by approximately 48.0%. This presents a margin of safety for potential investors, as the GF Valuation label classifies the stock as significantly undervalued. However, it is essential to consider that despite the apparent value, the recent insider selling could suggest caution. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
The current market environment and the stock's recent performance could reflect broader market sentiment or company-specific challenges. A prudent approach would involve monitoring market trends and the company's operational metrics closely to assess whether this undervaluation presents a genuine opportunity or if it reflects underlying concerns.
How Does CHWY's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 29.2x 115.7x Forward P/E 22.0x N/A Chewy's current P/E ratio of 29.2x is substantially below its 5-year median P/E of 115.7x, indicating that the stock is trading at a significant discount compared to its historical valuation. The forward P/E of 22.0x further emphasizes this point. This P/E analysis aligns with the GF Value™ verdict, suggesting that the stock is undervalued relative to its historical performance.
What Does CHWY's GF Score™ Tell Us? Metric Rating GF Score™ 68 Financial Strength 7/10 Profitability 4/10 Growth 6/10 Valuation 4/10 Momentum 4/10 Chewy's GF Score™ of 68/100 suggests that the company possesses above-average potential for long-term returns. The strongest area is its Financial Strength, rated at 7/10, indicating a solid balance sheet. However, the weakest aspect is Profitability, with a score of 4/10, suggesting that the company may face challenges in generating consistent profits. The Growth and Valuation ranks are also average, while the Momentum rank reflects the recent downward trend in the stock price.
What Are Insiders Doing with CHWY Stock? In the last three months, Chewy insiders have sold $2.2M worth of shares, with no reported buying activity. This pattern of selling could indicate a lack of confidence in the company's short-term performance or a strategic decision by insiders to liquidate their holdings. Such insider selling might suggest caution for potential investors, as it raises questions about the future outlook of the company.
What This Means for Investors Based on the GF Value™ assessment, Chewy Inc CHWY appears to be undervalued at its current price of $17.51. However, the significant insider selling and overall market performance should be taken into account when considering the investment.
For the complete analysis, visit the Chewy Inc CHWY stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is CHWY's GF Score™?
Chewy's GF Score™ is 68/100, indicating that the stock has above-average potential for long-term returns based on key financial metrics.
Is CHWY overvalued or undervalued?
Chewy is currently undervalued, with a GF Value™ estimate of $33.68 compared to its current price of $17.51.
What is CHWY's P/E ratio?
Chewy's P/E (TTM) is 29.2x, which is significantly below its 5-year median P/E of 115.7x, indicating the stock is trading at a discount to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Key Takeaways Chewy added nearly 200,000 net customers as Autoship generated 84.4% of Q1 sales.CENT grew pet segment sales 5%, supported by Dog & Cat and Animal Health product strength.CENT expanded margins and formed a distribution venture with Phillips Pet Food & Supplies. Chewy, Inc. (CHWY - Free Report) and Central Garden & Pet Company (CENT - Free Report) are two prominent players in the pet care industry, each pursuing distinct strategies to capitalize on the resilient demand trends and evolving consumer preferences.
Chewy, with a market capitalization of roughly $8 billion, has established itself as a leading digital-first pet care platform. The company’s growth is fueled by its successful Autoship subscription model, expansive e-commerce infrastructure and growing presence in pet healthcare through pharmacy services, veterinary clinics and telehealth offerings.
In contrast, Central Garden & Pet, with a market capitalization of approximately $3 billion, operates a diversified portfolio spanning pet and garden categories. The company owns a collection of leading brands across pet consumables, animal health, treats, pet bird products and outdoor living categories. Its business benefits from strong retail relationships, a broad distribution network and acquisitions.
As investors evaluate opportunities within the sector, the question remains: which company currently offers better upside?
The Case for CHWYChewy continues to strengthen its position as a leading digital pet-care platform, supported by steady market-share gains, rising customer engagement and a resilient business model. The company delivered 7.7% sales growth in the first quarter of fiscal 2026 and added nearly 200,000 net customers, reflecting the durability of pet spending and the strength of its value proposition. These trends position Chewy to outperform the broader pet category despite a softer consumer environment.
A key pillar of Chewy’s growth is its Autoship program, which accounted for 84.4% of first-quarter fiscal 2026 net sales and continued to outpace overall company growth. The subscription-based model enhances customer retention, improves revenue visibility and supports higher lifetime value. In addition, growing penetration of health and wellness products helped drive net sales per active customer to $597, reinforcing wallet-share gains across the platform.
Technology is also becoming an increasingly important competitive advantage. Chewy is embedding artificial intelligence across customer service, fulfillment, pharmacy and marketing operations to improve efficiency and enhance customer experiences. Management expects AI initiatives to generate low 10s of millions of dollars in benefits during fiscal 2026, creating a scalable path toward further margin expansion and operational leverage.
The company is simultaneously expanding its presence in pet healthcare, one of the largest growth opportunities within the industry. Chewy Vet Care clinics continue to support customer acquisition and retention, while the acquisition of Modern Animal adds a complementary technology-enabled veterinary platform. Together, these initiatives are expected to accelerate clinic expansion, with Chewy targeting approximately 60 clinics by the end of fiscal 2026 and an embedded revenue contribution approaching $290 million at steady state.
Chewy recently lowered its fiscal 2026 sales outlook to $13.40-$13.55 billion from the previously mentioned $13.6-$13.75 billion, reflecting a more cautious consumer backdrop, softer premiumization trends and lower product attach rates. Despite these near-term pressures, the company continues to gain market share and expand profitability through sponsored advertising, favorable product mix, healthcare growth and AI-driven efficiencies.
The Case for CENTCentral Garden & Pet is benefiting from a stronger operational foundation built through years of cost and simplicity initiatives. The company continues to streamline its operations through distribution network optimization, manufacturing consolidation and supply-chain efficiencies, creating a more agile and efficient business model. Recent actions, including the integration of DoMyOwn into its Covington fulfillment center and the consolidation of manufacturing operations within its dog and cat platform, are enhancing execution, lowering costs and improving scalability.
The company's diversified portfolio across pet and garden categories remains a key competitive advantage, providing stability and broad market exposure. In the second quarter of fiscal 2026, the pet segment’s sales increased 5% year over year to $477 million, driven by continued strength in Dog & Cat and Animal Health products. Central also maintained overall market share while recording gains in categories such as rawhide, dog treats, flea and tick, pet bird, and professional products, highlighting resilient demand across its core pet businesses.
Central Garden & Pet is also improving the quality of its earnings through portfolio optimization, a favorable product mix and disciplined execution. Management continues to focus on higher-margin consumables categories, particularly dog and cat, equine and professional products, while leveraging productivity initiatives across the organization. These efforts contributed to the pet segment operating margin expansion of 290 basis points to 16.3% and adjusted EBITDA margin growth of 200 basis points to 18.6% in the latest quarter, demonstrating the benefits of a more streamlined and profitable operating model.
Growth is further supported by innovation, strategic partnerships and disciplined capital allocation. Following the quarter, Central Garden & Pet partnered with Phillips Pet Food & Supplies to create a more efficient nationwide pet distribution network. The transaction simplifies the company's operating model, reduces complexity and allows greater focus on its branded portfolio while retaining a 20% ownership stake in the venture. At the same time, Central Garden & Pet continues to invest in innovation across brands such as Nylabone and Farnam, strengthening retailer relationships and supporting growth opportunities.
Central Garden & Pet's strong financial position provides additional flexibility to execute its growth strategy. The company ended the second quarter with $653 million in cash and cash equivalents, gross leverage of 2.8X and no borrowings under its credit facility. Supported by a strong balance sheet, ongoing productivity improvements and the reaffirmed fiscal 2026 adjusted EPS guidance of $2.70 or better, Central Garden & Pet appears well-positioned to drive profitable growth and long-term shareholder value creation.
How Does the Zacks Consensus Estimate Compare for CHWY & CENT?The Zacks Consensus Estimate for Chewy’s current fiscal-year sales and EPS implies growth of 7.2% and 20.5%, respectively, from the year-ago period’s actuals. For the next fiscal year, the consensus estimate indicates an 7.6% rise in sales and 22.2% growth in earnings. The consensus estimate for EPS for the current fiscal year has decreased 10 cents to $1.53 over the past 60 days, while for the next fiscal year, it has declined by 12 cents to $1.87.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Central Garden & Pet’s current fiscal-year sales and EPS implies a decline of 5.7% and growth of 5.9%, respectively, from the year-ago period’s actuals. For the next fiscal year, the consensus estimate indicates a 6.4% decline in sales and 7.3% growth in earnings. The consensus estimate for EPS for the current and next fiscal year has increased 7 cents and 11 cents, respectively, to $2.89 and $3.10, respectively, over the past 60 days.
Image Source: Zacks Investment Research
Assessing Recent Stock Performances of CHWY & CENTChewy’s shares have lost 32.8% over the past three months. Meanwhile, Central Garden & Pet’s stock has gained 15.2%.
Image Source: Zacks Investment Research
Dive Into Stock Valuations of CHWY & CENTChewy is trading at a forward price-to-sales (P/S) multiple of 0.53, down from its median of 0.97 in the last three years. Central Garden & Pet’s forward 12-month P/S multiple sits at 0.96, above its median of 0.74 in the last three years.
Image Source: Zacks Investment Research
CHWY or CENT: Which Offers Greater Potential?While Chewy remains an attractive long-term player with strong digital capabilities, recurring customer engagement and expanding healthcare initiatives, Central Garden & Pet currently appears to hold the edge for investors. The company’s diversified business model, strong portfolio of established brands, ongoing operational improvements and disciplined capital allocation provide a balanced combination of stability and profitability.
In addition, Central Garden & Pet’s focus on higher-margin categories, partnerships and consistent execution has strengthened its competitive position. With improving analyst sentiment, solid financial flexibility and a proven ability to drive efficiency while maintaining market share, Central Garden & Pet offers a more compelling opportunity.
Chewy currently carries a Zacks Rank #4 (Sell), whereas Central Garden & Pet flaunts a Zacks Rank #1 (Strong Buy).
You can see the complete list of today’s Zacks #1 Rank stocks here.
Expanded partnership builds on sports wagering collaboration and positions Caesars and its tribal partners for future online casino launch
AUGUSTA, Maine--(BUSINESS WIRE)--Caesars Entertainment, Inc. (NASDAQ: CZR) (“Caesars”) today announced the expansion of its existing partnership with three Wabanaki Nations: the Houlton Band of Maliseet Indians, the Mi’kmaq Nation and the Penobscot Nation, to include online casino gaming in Maine. The long-term agreement positions Caesars and its tribal partners for a potential iGaming launch in the state in 2026, pending regulatory approvals.
Under the expanded agreement, Caesars plans to bring a portfolio of three online casino brands to Maine: Caesars Palace Online Casino, Caesars Sportsbook & Casino and Horseshoe Online Casino. Each brand offers a distinct digital experience tailored to different player interests.
This expanded partnership builds on the successful launch of Caesars Sportsbook in Maine in 2023 and reflects the shared commitment between Caesars and the three Wabanaki Nations to deliver a best-in-class, responsible digital gaming experience while supporting tribal communities across the state. Caesars will invest in local workforce development by employing, training and developing members of each nation and will provide meaningful financial support to help fund tribal community programs and initiatives.
“As we look ahead to the launch of online casino gaming in Maine, we’re proud to expand our partnership with the Houlton Band of Maliseet Indians, the Mi’kmaq Nation and the Penobscot Nation,” said Eric Hession, President of Caesars Digital. “Together, we’ve built a strong and responsible sports wagering experience, and this next phase reinforces our commitment to our tribal partners and to delivering a differentiated, localized digital gaming experience for Mainers. We’re grateful to Gov. Janet Mills, the Maine Legislature and the Maine Gambling Control Unit for their continued leadership and thoughtful approach to gaming in the state.”
“Penobscot Nation is proud to continue and expand our partnership with Caesars as we look toward the future of online gaming in Maine,” said Chief Kirk Francis of the Penobscot Nation. “Our experience working together on sports wagering has demonstrated the value of aligning with a partner that respects our sovereignty, understands our communities and is committed to long-term success for the Wabanaki Nations. This next phase represents a meaningful opportunity to build on that foundation.”
“The Mi’kmaq Nation values the strong relationship we have built with Caesars and our fellow Wabanaki partners,” said Chief Sheila McCormack of the Mi’kmaq Nation. “Expanding into online casino gaming allows us to continue creating economic opportunities for our people while ensuring that any future platform is developed in a responsible, well-regulated manner that benefits the tribes and the state.”
“The Houlton Band of Maliseet Indians is pleased to deepen our partnership with Caesars as we prepare for the next chapter of gaming in Maine,” said Chief Clarissa Sabattis of the Houlton Band of Maliseet Indians. “This long-term agreement reflects our shared commitment to strengthening Maine’s rural communities and is vital to the Houlton Band’s self-determination and economic self-sufficiency. Internet gaming revenues will provide our tribal government with a more secure, long-term source of revenue that will help us provide essential services and make critical investments in community infrastructure.”
Caesars’ online casino platforms will bring a premier digital entertainment experience to Maine, combining an expansive portfolio of slot titles, table games and live dealer offerings, subject to regulatory approvals, with seamless technology and user-friendly design. Each brand is tailored to meet different player preferences while upholding Caesars’ high standards for quality and Responsible Gaming. The platforms in Maine will integrate with Caesars Sportsbook and feature a single login and wallet experience, powered by Caesars’ Universal Digital Wallet, enabling seamless play across Caesars’ digital offerings.
Integrated with Caesars Rewards®, the company’s industry-leading loyalty program, eligible play will unlock Reward Credits that can be redeemed for unforgettable experiences across Caesars’ destinations nationwide, including stays, dining, entertainment and more.
Caesars Entertainment is an industry leader in Responsible Gaming, known for pioneering Responsible Gaming awareness and education. In 1989, Caesars became the first commercial casino company to address problem gambling by launching the industry’s first Responsible Gaming program, Project 21. Today, the Company’s commitment to ensuring all players are aware of Responsible Gaming resources remains steadfast and spans all of Caesars’ digital platforms and world-class destinations in which it operates. Caesars Entertainment proudly enforces an enhanced 21+ gaming policy that prevents individuals under the age of 21 from using Caesars Rewards and restricts access to its gaming products for individuals under the age of 21.
In March 2024, Caesars Sportsbook received the prestigious RG Check accreditation from the Responsible Gambling Council in Ontario, Canada, which recognizes companies that achieve the highest standards for their Responsible Gaming practices. Just a few months later, the Company was awarded the National Council on Problem Gambling’s award for Corporate Social Responsibility. For more information about Caesars Entertainment's Responsible Gaming program, please visit https://www.caesars.com/corporate.
About Caesars Entertainment, Inc.
Caesars Entertainment, Inc. (NASDAQ: CZR) is the largest casino-entertainment Company in the U.S. and one of the world’s most diversified casino-entertainment providers. Since its beginning in Reno, NV, in 1937, Caesars Entertainment, Inc. has grown through development of new resorts, expansions and acquisitions. Caesars Entertainment, Inc.’s resorts operate primarily under the Caesars®, Harrah’s®, Horseshoe®, and Eldorado® brand names. Caesars Entertainment, Inc. offers diversified gaming, entertainment and hospitality amenities, one-of-a-kind destinations, and a full suite of mobile and online gaming and sports betting experiences. All tied to its industry-leading Caesars Rewards loyalty program, the Company focuses on building value with its guests through a unique combination of impeccable service, operational excellence and technology leadership. Caesars is committed to its employees, suppliers, communities and the environment through its PEOPLE PLANET PLAY framework. For more information, please visit www.caesars.com/corporate.
Responsible Gaming in Maine
Must be 21 or older to gamble. Know When To Stop Before You Start®. Gambling problem? Call 1-800-GAMBLER.
About the 3-Wabanaki Nation Coalition
The Penobscot Nation is a sovereign Indian Nation, whose headquarters are located on Indian Island, Maine. The Tribe has been located here since time immemorial and continues to practice its ancient traditions, including hunting and fishing. Penobscot owns over 150,000 acres of land plus over 220 islands in the Penobscot River. The Tribe operates over 110 programs including law enforcement, health care, natural resource and wildlife management, housing, social services, youth programs and its own school system. The Penobscot Nation is very active in sustainable management of its natural resources, lands and waters, including operating a sustained yield foresting program. Additionally, the Tribe participated in the Penobscot River restoration project removing several dams and opening up over 1,200 miles of habitat for over a dozen sea run fish species.
The Houlton Band of Maliseet Indians is a federally recognized Indian tribe located in Aroostook County, Maine. We are a riverine people who have used our ancestral territory since time immemorial for fishing, hunting, and gathering fiddleheads for food, ash for basket weaving, and birch for canoes. We call our Band “Metahksoniqewiyik” or People of the Meduxnekeag River, a tributary of the St. John or “Wolastoq” that flows through the Town of Houlton. Together, the Maliseet people of the United States and Canada are the “Wolastoqewiyik” or People of the Beautiful, Flowing River. The Maliseets and Mi’kmaqs were signatory to the first treaty entered by the United States—the Treaty of Watertown on July 19, 1776, just 15 days after the Declaration of Independence—sending 600 of our warriors to fight alongside General Washington against Great Britain. Today, our tribal government provides essential services to our community including a medical clinic, courts, low-income housing, child welfare and elder care programs, behavioral health and substance use services, an addiction recovery home, Boys and Girls Club of Maliseet, food distribution, domestic violence and sexual assault services, Head Start and adult education, vocational rehabilitation, emergency management, and natural resources management and protection. We are a statewide leader in Atlantic salmon restoration and work closely with the Towns of Houlton and Littleton and other local governments on road, bridge, water, and other critical infrastructure projects that support jobs for the people of Aroostook County. The Houlton Band of Maliseet Indians invites you to visit our beautiful homeland at Wilderness Pines Campground in Monticello. To learn more about our tribal government and businesses, please visit https://maliseets.net/ and https://www.wildernesspinescampground.com/.
The Mi’kmaq Nation is a federally recognized tribe with 1,633 members in Aroostook County, Maine. The central village and governmental seat is known as the "Bon Aire Village" and is located in the town of Presque Isle. The southern "Littleton Village," is located approximately 45 miles south of Bon Aire, and the northern "Connor Village," is located 25 miles north of Bon Aire. After receiving federal recognition in 1991, the Tribe’s name was officially changed from the Aroostook Band of Micmacs to Mi’kmaq Nation. The Mi'kmaq Nation has created numerous programs to provide its members with support services, housing, infrastructure and a medical clinic. To further benefit their community, Mi’kmaq tribal leaders continuously seek to create a more vibrant economy sensitive to cultural traditions and values. The Mi'kmaq Nation views Maine's Internet Gaming Law as an important opportunity to increase our capacity to deliver essential governmental services to our citizens and to advance the self-sufficiency and self-determination of our Nation.
Teradyne (TER - Free Report) ended the recent trading session at $420.12, demonstrating a -8.07% change from the preceding day's closing price. This change lagged the S&P 500's 1.44% loss on the day. At the same time, the Dow lost 0.09%, and the tech-heavy Nasdaq lost 2.22%.
Shares of the maker of wireless products, data storage and equipment to test semiconductors witnessed a gain of 27.5% over the previous month, beating the performance of the Computer and Technology sector with its gain of 0.98%, and the S&P 500's gain of 0.08%.
Market participants will be closely following the financial results of Teradyne in its upcoming release. The company's upcoming EPS is projected at $1.99, signifying a 249.12% increase compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $1.22 billion, indicating a 86.43% increase compared to the same quarter of the previous year.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $7.09 per share and a revenue of $4.53 billion, indicating changes of +79.04% and +42.08%, respectively, from the former year.
Any recent changes to analyst estimates for Teradyne should also be noted by investors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research shows that these estimate changes are directly correlated with near-term stock prices. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Teradyne is currently sporting a Zacks Rank of #1 (Strong Buy).
In terms of valuation, Teradyne is presently being traded at a Forward P/E ratio of 64.46. This signifies a premium in comparison to the average Forward P/E of 31.46 for its industry.
It is also worth noting that TER currently has a PEG ratio of 1.88. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Electronics - Miscellaneous Products industry stood at 1.79 at the close of the market yesterday.
The Electronics - Miscellaneous Products industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 43, finds itself in the top 18% echelons of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Trying to find the "best" or the "smartest" stocks to own is a lot like seeking perfection. Investors are apt to feel as though they're aiming at a moving target.
Recalibrate expectations to "smart" from "smartest," and a wider selection universe opens. It includes Howmet Aerospace (HWM +0.68%). This aerospace stock is on a spectacular three-year run, gaining 500% and trouncing the largest industrial, aerospace, and defense exchange-traded funds (ETFs) along the way.
There are many reasons why Howmet Aerospace is a smart idea among industrial stocks. Image source: Getty Images.
So, with Howmet having played the role of an exponential compounder over the past few years, investors may be leery of it being the smartest stock to buy in the aerospace and defense sector. That's a valid concern, and Howmet may be the smartest name in this industry to buy here and now, but it remains a shrewd idea. Here's why.
Honing in on Howmet Howmet isn't a dedicated defense stock, but it's a smart idea, as the company does an admirable job of navigating the aerospace and defense industries. Actually, it dances on three floors: commercial air-engine parts, defense hardware, and industrial gas turbines. So it's accurate to say Howmet has multiple revenue levers.
And even better, diversification means all three segments are growing. In the most recently reported quarter, Howmet's revenue growth "laggard" was defense, which posted a sales increase of "just" 13%, while commercial aerospace and gas turbines notched increases of 48% and 39%, respectively.
Still, defense exposure is one reason Howmet is a smart stock to consider. Consider it a "top gun" supplier to defense contracts because Howmet supplies vital parts for the F-35 Lightning II, also known as the Joint Strike Fighter (JSF), among other fighter jets. Put simply, the military aircraft that use Howmet parts don't get off the runway or the aircraft carrier without those parts.
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Adding to the case for Howmet as an intelligent defense stock to own is that it's not Boeing or Lockheed Martin competing for government contracts. Rather, Howmet controls a crucial supply and does so in a wide-moat fashion. So while defense isn't Howmet's fastest-growing segment, it's additive to the "smart" thesis.
Howmet earns high marks Beyond robust top-line growth across its three segments, Howmet offers other reasons that confirm it's a smart choice among industrial stocks. There's the A- credit rating, consistent debt reduction, and double-digit free cash flow margins.
Those attributes support a sturdy balance sheet. Howmet's net leverage is just 0.9x, and the company isn't shy about distributing cash to shareholders. It did so to the tune of $450 million in the first quarter, and its dividend increase streak is now at five years. With an undemanding payout ratio of 10.7%, there's ample room for the payout to grow over the long term.
Putting it all together, "smartest" can be subjective, but Howmet is a smart choice for investors seeking a fundamentally sound industrial stock with upside potential and a durable balance sheet. And that's more than good enough.
Howmet Aerospace (HWM) earns a 'Strong Buy' rating for its critical role in both the aerospace and AI infrastructure value chains. HWM commands a dominant market position, outpacing domestic competitors in aerospace revenue growth and leveraging a vast IP portfolio. The company is a key supplier to global gas turbine leaders, positioning HWM to benefit from sustained AI-driven energy demand and supply constraints.
For those looking to find strong Aerospace stocks, it is prudent to search for companies in the group that are outperforming their peers. Howmet (HWM - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.
Howmet is one of 67 individual stocks in the Aerospace sector. Collectively, these companies sit at #2 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.
The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Howmet is currently sporting a Zacks Rank of #2 (Buy).
Within the past quarter, the Zacks Consensus Estimate for HWM's full-year earnings has moved 11.1% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive.
Based on the latest available data, HWM has gained about 35.4% so far this year. At the same time, Aerospace stocks have gained an average of 4.5%. This shows that Howmet is outperforming its peers so far this year.
Another stock in the Aerospace sector, Loar Holdings Inc. (LOAR - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 5.4%.
Over the past three months, Loar Holdings Inc.'s consensus EPS estimate for the current year has increased 75.8%. The stock currently has a Zacks Rank #2 (Buy).
Breaking things down more, Howmet is a member of the Aerospace - Defense industry, which includes 29 individual companies and currently sits at #105 in the Zacks Industry Rank. On average, this group has gained an average of 0.8% so far this year, meaning that HWM is performing better in terms of year-to-date returns.
In contrast, Loar Holdings Inc. falls under the Aerospace - Defense Equipment industry. Currently, this industry has 37 stocks and is ranked #58. Since the beginning of the year, the industry has moved +14.8%.
Investors with an interest in Aerospace stocks should continue to track Howmet and Loar Holdings Inc.. These stocks will be looking to continue their solid performance.
Key Takeaways HWM's commercial aerospace revenues rose 20% year over year to over $1.2 billion in Q1 2026.HWM benefits from demand for engine spares, aircraft backlogs and rising Boeing and Airbus production.HWM raised its 2026 outlook, expecting $9.575-$9.725 billion in total revenues. Howmet Aerospace Inc. (HWM - Free Report) has been benefiting from persistent strength in the commercial aerospace market. Strong air travel activities have been a major tailwind for the company, as the increased usage of aircraft is driving spending on parts and products that it provides.
Revenues from the commercial aerospace market increased 20% year over year (exceeding $1.2 billion) in the first quarter of 2026, constituting 53% of HWM’s business. Also, revenues from the market increased 12% year over year in 2025.
The sustained strength was attributed to healthy demand for engine spares and a record backlog for new, more fuel-efficient aircraft with reduced carbon emissions. Boeing is also witnessing a gradual production increase, particularly in the 737 MAX widebody aircraft, which is likely to boost demand for Howmet’s products in the market. Also, healthy build rates at Airbus for A320 (narrowbody) and A350 (widebody) aircraft hold promise for its spare engine demand.
HWM is expected to maintain strong business momentum going forward, supported by a solid pipeline of commercial aircraft programs and strength in global air travel. Driven by strength across its businesses, HWM raised its 2026 outlook and currently expects total revenues of $9.575-$9.725 billion and adjusted EBITDA of $3.025-$3.095 billion.
HWM’s Peers in the Commercial Aerospace MarketRBC Bearings Incorporated (RBC - Free Report) is gaining from the strong performance of the Aerospace/Defense segment. Strength in the commercial aerospace market, driven by strong growth in orders from the OEM and the aftermarket verticals, is driving the Aerospace/Defense segment. The segment’s revenues were up 41.2% year over year in fourth-quarter fiscal 2026 (ended March 2026).
Parker-Hannifin Corp.’s (PH - Free Report) Aerospace Systems segment is experiencing strength in the commercial and military markets across both the OEM and aftermarket channels. Revenues from Parker-Hannifin’s Aerospace Systems segment jumped 15.5% year over year in the third quarter of fiscal 2026 (ended March 2026). Parker-Hannifin’s Aerospace Systems segment is poised to gain from strong demand for its products and aftermarket support services in the general aviation market.
HWM's Price Performance, Valuation and EstimatesShares of Howmet have gained 17.1% in the past three months against the industry’s decline of 0.2%.
Image Source: Zacks Investment Research
From a valuation standpoint, HWM is trading at a forward price-to-earnings ratio of 51.74X, above the industry’s average of 33.01X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for HWM’s earnings has been on the rise over the past 60 days.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Howmet (HWM - Free Report) closed at $275.13 in the latest trading session, marking a -1.87% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 1.44% for the day. Meanwhile, the Dow experienced a drop of 0.09%, and the technology-dominated Nasdaq saw a decrease of 2.22%.
Coming into today, shares of the maker of engineered products for the aerospace and other industries had gained 9.28% in the past month. In that same time, the Aerospace sector gained 2.86%, while the S&P 500 gained 0.08%.
The investment community will be closely monitoring the performance of Howmet in its forthcoming earnings report. On that day, Howmet is projected to report earnings of $1.24 per share, which would represent year-over-year growth of 36.26%. In the meantime, our current consensus estimate forecasts the revenue to be $2.42 billion, indicating a 17.68% growth compared to the corresponding quarter of the prior year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $4.96 per share and a revenue of $9.72 billion, signifying shifts of +31.56% and +17.8%, respectively, from the last year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Howmet. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Howmet presently features a Zacks Rank of #2 (Buy).
From a valuation perspective, Howmet is currently exchanging hands at a Forward P/E ratio of 56.5. This indicates a premium in contrast to its industry's Forward P/E of 24.74.
Meanwhile, HWM's PEG ratio is currently 2.26. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The average PEG ratio for the Aerospace - Defense industry stood at 1.47 at the close of the market yesterday.
The Aerospace - Defense industry is part of the Aerospace sector. This group has a Zacks Industry Rank of 104, putting it in the top 43% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow HWM in the coming trading sessions, be sure to utilize Zacks.com.
CHICAGO--(BUSINESS WIRE)--Global professional services firm Huron (NASDAQ: HURN), today announced Shoshana Vernick was elected to its Board of Directors, effective June 19, 2026. Ms. Vernick is an accomplished leader with deep expertise in the education industry and a demonstrated track record of advancing innovation, technology-enabled growth and long-term organizational value.
“We are pleased to welcome Shoshana to the Huron Board of Directors,” said Hugh Sawyer, non-executive chairman of the Huron board. “Shoshana has led organizations through periods of significant growth and transformation and is widely respected in the investment community. Her industry knowledge, financial acumen, and perspective on strategy, organizational effectiveness, capital markets, and governance will be a valuable addition to our board as we continue to advance our growth strategy and create long-term shareholder value.”
Ms. Vernick is co-founder and managing partner of Avathon Capital, a private equity firm focused on investments across the education and knowledge services sector, where she has overseen 16 platform investments since founding the firm in 2016. In her role, she drives the firm’s value creation strategy with a focus on organic and inorganic growth, advanced technology, and organizational design. Previously, she served as Managing Director at Sterling Partners, investing across education, healthcare, and business services.
Ms. Vernick also served as an independent trustee of Flowstone Opportunity Fund and was a member of its audit committee. She also serves as a board member for the Avathon Capital portfolio companies Academic Programs International, ReUp Education, Shorelight, Edvance, Summit Professional Education and OculusIT. Ms. Vernick is Vice Chair of the Illinois Venture Capital Association (IVCA), a founding Board member of the IVCA Foundation and serves on the Steering Committee of the KPMG & University of Chicago Economic Forum.
“I am excited to join Huron’s board of directors at such an exciting time in the company's growth trajectory,” said Shoshana Vernick. "Huron has a strong track record of helping clients across industries navigate a multitude of complex challenges, and I look forward to contributing to the board's work as the company continues to execute its strategy.”
The appointment of Ms. Vernick to Huron’s board advances Huron’s commitment to its periodic board refreshment process and brings the size of the board to nine members. Her skillsets and experience further strengthen the board’s collective expertise as Huron continues to execute its long-term growth strategy.
ABOUT HURON
Huron is a global professional services firm that collaborates with organizations to help solve their most complex challenges and achieve their most ambitious goals. Working across the private and public sectors, we partner closely with clients to improve performance, accelerate transformation, and unlock new opportunities for growth.
Our clients choose us because of our deep industry and technical expertise and proven track record of turning sound strategies into action. By combining practical experience, innovative thinking, and advanced analytics and technology, Huron helps organizations translate today’s ideas into tangible results and long-term value. Learn more at www.huronconsultinggroup.com.
Statements in this press release that are not historical in nature, including those concerning the company’s current expectations about its future results, are “forward-looking” statements as defined in Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements are identified by words such as “may,” “should,” “expects,” “provides,” “anticipates,” “assumes,” “can,” “will,” “meets,” “could,” “likely,” “intends,” “might,” “predicts,” “seeks,” “would,” “believes,” “estimates,” “plans,” “positions,” “continues,” “goals,” “guidance,” or “outlook,” or similar expressions. These forward-looking statements reflect the company's current expectations about future requirements and needs, results, levels of activity, performance, or achievements. Some of the factors that could cause actual results to differ materially from the forward-looking statements contained herein include, without limitation: failure to achieve expected utilization rates, billing rates, and the necessary number of revenue-generating professionals; our ability to realize the expected benefits and potential opportunities of artificial intelligence (AI); inability to expand or adjust our service offerings in response to market demands; our dependence on renewal of client-based services; dependence on new business and retention of current clients and qualified personnel; failure to maintain third-party provider relationships and strategic alliances; inability to license technology to and from third parties; the impairment of goodwill; various factors related to income and other taxes; difficulties in successfully integrating the businesses we acquire and achieving expected benefits from such acquisitions; risks relating to privacy, information security, and related laws and standards; and a general downturn or volatility in market conditions, including as a result of current global trade tensions and/or tariffs. These forward-looking statements involve known and unknown risks, uncertainties, and other factors, including, among others, those described under “Item 1A. Risk Factors” in Huron's Annual Report on Form 10-K for the year ended December 31, 2025 that may cause actual results, levels of activity, performance or achievements to be materially different from any anticipated results, levels of activity, performance, or achievements expressed or implied by these forward-looking statements. The company disclaims any obligation to update or revise any forward-looking statements as a result of new information or future events, or for any other reason.
