WHAT IS HAPPENING? Grabar Law Office is investigating claims on behalf of shareholders of BellRing Brands, Inc. (NYSE: BRBR). The investigation concerns whether certain officers and directors breached the fiduciary duties they owed to the company.
If you purchased BellRing Brands, Inc. (NYSE: BRBR) shares prior to October 1, 2024, and still hold shares today, you can seek corporate reforms, the return of funds back to the company, and a court approved incentive award at no cost to you whatsoever. You are encouraged to visit https://grabarlaw.com/the-latest/bellring-shareholder-investigation/, contact Joshua Grabar at [email protected], or call 267-507-6085.
WHY? As alleged in a recently filed federal securities fraud class action complaint, BellRing Brands, Inc. (NYSE: BRBR), through certain of its officers, made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants misrepresented and/or failed to disclose that: (1) customers accumulated excess inventory as a safeguard from product shortages Bellring’s supply had previously faced; (2) once customers were confident that the product shortages were resolved, they reduced inventory and cut back on new orders; and (3) as a result of the foregoing, Defendants’ statements about the company’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.
WHAT CAN YOU DO NOW? If you purchased BellRing Brands, Inc. (NYSE: BRBR) shares prior to October 1, 2024, and still hold shares today, you are encouraged to visit https://grabarlaw.com/the-latest/bellring-shareholder-investigation/, contact Joshua Grabar at [email protected], or call 267-507-6085. You can seek corporate reforms, the return of funds back to the company, and a court approved incentive award at no cost to you whatsoever.
$BRBR #BRBR #BellRing
COTY INC. (NYSE: COTY):
WHAT IS HAPPENING? Grabar Law Office is investigating claims on behalf of shareholders of Coty Inc. (NYSE: COTY). The investigation concerns whether certain officers and directors breached the fiduciary duties they owed to the company.
If you purchased Coty Inc. (NYSE: COTY) shares prior to November 5, 2025, and still hold shares today, you can seek corporate reforms, the return of funds back to the company, and a court approved incentive award at no cost to you whatsoever through a shareholder governance action. Alternatively, if you purchased Coty shares between November 5, 2025, through February 4, 2026, you can participate in the class action. Please visit https://grabarlaw.com/the-latest/coty-investigation/, contact Joshua Grabar at [email protected], or call 267-507-6085 to learn. more.
WHY? As alleged in a recently filed federal securities fraud class action complaint, Coty, Inc. (NYSE: COTY), through certain of its officers, made false statements and/or failed to disclose to investors that: (1) Defendants overwhelmingly positive statements regarding Coty’s growth and profitability prospects for fiscal year 2026 were false when made; (2) Coty’s growth in the beauty market was slowing, including underperformance in its Consumer Beauty segment; (3) The Company’s margins were being pressured by increased marketing expenditures; (4) Growth in Coty’s Prestige fragrance segment was decelerating; and (5) As a result, Defendants’ statements about Coty’s business, operations, and prospects were materially false and misleading at all relevant times.
WHAT CAN YOU DO NOW? If you purchased Coty Inc. (NYSE: COTY) shares prior to November 5, 2025, and still hold shares today, you are encouraged to visit https://grabarlaw.com/the-latest/coty-investigation/, contact Joshua Grabar at [email protected], or call 267-507-6085. You can seek corporate reforms, the return of funds back to the company, and a court approved incentive award at no cost to you whatsoever. Alternatively, if you purchased Coty shares between November 5, 2025, through February 4, 2026, you can participate in the class action.
#COTY $COTY
E.L.F. BEAUTY, INC. (NYSE: ELF) -SECURITIES FRAUD CLASS ACTION SURVIVES MOTION TO DISMISS:
WHAT IS HAPPENING? Grabar Law Office is investigating claims on behalf of long-term e.l.f. Beauty, Inc. (NYSE: ELF) shareholders as key allegations in an underlying securities fraud class action complaint have survived a motion to dismiss. The investigation concerns whether certain officers of the company have breached their fiduciary duties they owed to the company.
If you have held e.l.f. Beauty (NYSE: ELF) shares since prior to February 7, 2024, visit https://grabarlaw.com/the-latest/elf-shareholder-investigation/, contact Joshua H. Grabar at [email protected], or call 267-507-6085. You can seek corporate reforms, the return of funds back to the Company, and a court approved incentive award at no cost you whatsoever.
WHY? Key allegations of a federal securities fraud class action complaint filed against e.l.f. Beauty (NYSE: ELF) and certain of its Officers have survived a motion to dismiss. That complaint alleges that (i) Defendants had been concealing declining demand, particularly in its untracked channels like Ulta Beauty; (ii) ELF had ballooned its inventory to more than $200 million worth of product because it was not able to sell its goods at the rates it promised; and (iii) ELF had failed to produce successful innovations in the latter half of 2024, despite reassuring the market during that time frame that their innovations were spurring strong growth.
On February 4, 2026, a Federal Court determined that the underlying complaint, as to certain allegations, “plausibly alleges all elements of a securities fraud claim.”
WHAT CAN YOU DO NOW? If you have held e.l.f. Beauty (NYSE: ELF) shares since prior to February 7, 2024, you can seek corporate reforms, the return of funds back to the Company, and a court approved incentive award at no cost you whatsoever. Visit https://grabarlaw.com/the-latest/elf-shareholder-investigation/, contact Joshua H. Grabar at [email protected], or call 267-507-6085 to learn more.
#ELF #elfBeauty $ELF
POWER SOLUTIONS INTERNATIONAL, INC. (NASDAQ: PSIX):
WHAT IS HAPPENING? Grabar Law Office is investigating claims on behalf of shareholders of Power Solutions International, Inc. (NASDAQ: PSIX). The investigation concerns whether Power Solutions and certain of its executives breached their fiduciary duties.
If you purchased Power Solutions International, Inc. (NASDAQ: PSIX) shares prior to May 8, 2025, please visit https://grabarlaw.com/the-latest/psix-shareholder-investigation/, contact Joshua H. Grabar at [email protected], or call 267-507-6085. You can seek corporate reforms, the return of funds back to the Company, and a court approved incentive award at no cost you whatsoever. Alternatively, if you purchased or acquired your shares between May 8, 2025, through March 2, 2026, you may be able to participate in this securities fraud class action.
WHY? According to a recently filed federal securities fraud class action complaint, Power Solutions (NASDAQ: PSIX); through certain of its officers, failed to disclose to investors: (1) the Company overstated its ability to capture sales demand for its power systems solutions, particularly within the data center market; (2) the Company understated the impact of its enhancements to manufacturing capacity to meet demand within the data center market, including the expected costs and the nature of the related “inefficiencies”; and (3) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
WHAT CAN YOU DO NOW? If you purchased or otherwise acquired Power Solutions International, Inc. (NASDAQ: PSIX) securities prior to May 8, 2025, you can seek corporate reforms, the return of funds back to the Company, and a court approved incentive award at no cost you whatsoever. Visit https://grabarlaw.com/the-latest/psix-shareholder-investigation/, contact Joshua H. Grabar at [email protected], or call 267-507-6085 to learn more. Alternatively, if you purchased or acquired your shares between May 8, 2025, through March 2, 2026, you may be able to participate in this securities fraud class action.
#PSIX $PSIX #PowerSolutions
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Wall Street expects a year-over-year decline in earnings on higher revenues when BellRing Brands (BRBR - Free Report) reports results for the quarter ended March 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 5. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis nutritional supplements company is expected to post quarterly earnings of $0.31 per share in its upcoming report, which represents a year-over-year change of -41.5%.
Revenues are expected to be $607.69 million, up 3.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.71% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for BellRing Brands?For BellRing Brands, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.40%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that BellRing Brands will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that BellRing Brands would post earnings of $0.31 per share when it actually produced earnings of $0.37, delivering a surprise of +19.35%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
BellRing Brands doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Food - Miscellaneous industry, Darling Ingredients (DAR - Free Report) , is soon expected to post earnings of $0.55 per share for the quarter ended March 2026. This estimate indicates a year-over-year change of +443.8%. Revenues for the quarter are expected to be $1.56 billion, up 12.7% from the year-ago quarter.
The consensus EPS estimate for Darling has been revised 4.6% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -7.69%.
This Earnings ESP, combined with its Zacks Rank #2 (Buy), makes it difficult to conclusively predict that Darling will beat the consensus EPS estimate. Over the last four quarters, the company surpassed EPS estimates just once.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
The market expects Kraft Heinz (KHC - Free Report) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on May 6, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis processed food company with dual headquarters in Pittsburgh and Chicago is expected to post quarterly earnings of $0.50 per share in its upcoming report, which represents a year-over-year change of -19.4%.
Revenues are expected to be $5.91 billion, down 1.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.06% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Kraft Heinz?For Kraft Heinz, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +3.08%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Kraft Heinz will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Kraft Heinz would post earnings of $0.61 per share when it actually produced earnings of $0.67, delivering a surprise of +9.84%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Kraft Heinz appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAmong the stocks in the Zacks Food - Miscellaneous industry, BellRing Brands (BRBR - Free Report) , is soon expected to post earnings of $0.31 per share for the quarter ended March 2026. This estimate indicates a year-over-year change of -41.5%. This quarter's revenue is expected to be $607.69 million, up 3.4% from the year-ago quarter.
The consensus EPS estimate for BellRing Brands has been revised 0.7% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.40%.
When combined with a Zacks Rank of #4 (Sell), this Earnings ESP makes it difficult to conclusively predict that BellRing Brands will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
NEW YORK, April 29, 2026 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of BellRing Brands, Inc. (NYSE: BRBR) breached their fiduciary duties to shareholders.
According to a federal securities lawsuit, Insiders at BellRing Brands caused the company to misrepresent or fail to disclose that BellRing’s reported sales were materially attributable to temporary inventory stockpiling by several of its key customers, which concealed the erosion of the Company’s market share as competition intensified. Contrary to repeated representations, the strong sales results did not reflect increased end-consumer demand or brand momentum. Instead, customers accumulated excess inventory as a safeguard against product shortages that had previously constrained BellRing’s supply.
If you currently own BRBR and purchased prior to November 19, 2024 please contact Justin Kuehn, Esq. by email at [email protected] or call (833) 672-0814. Kuehn Law pays all case costs and does not charge its investor clients. Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
Why Your Participation Matters:
As a shareholder your voice matters, and by getting involved, you contribute to the integrity and fairness of the financial markets. Your investment. Your voice. Your future.™
BellRing Brands (BRBR - Free Report) ended the recent trading session at $17.80, demonstrating a +1.48% change from the preceding day's closing price. The stock exceeded the S&P 500, which registered a gain of 1.02% for the day. At the same time, the Dow added 1.62%, and the tech-heavy Nasdaq gained 0.89%.
Heading into today, shares of the nutritional supplements company had gained 12.15% over the past month, outpacing the Consumer Staples sector's gain of 1.45% and lagging the S&P 500's gain of 12.23%.
The upcoming earnings release of BellRing Brands will be of great interest to investors. The company's earnings report is expected on May 5, 2026. The company's upcoming EPS is projected at $0.31, signifying a 41.51% drop compared to the same quarter of the previous year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $607.69 million, up 3.35% from the year-ago period.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $1.86 per share and revenue of $2.41 billion. These totals would mark changes of -14.29% and +4%, respectively, from last year.
Investors should also pay attention to any latest changes in analyst estimates for BellRing Brands. Such recent modifications usually signify the changing landscape of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. 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, 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. Within the past 30 days, our consensus EPS projection has moved 1.26% lower. BellRing Brands presently features a Zacks Rank of #4 (Sell).
In terms of valuation, BellRing Brands is currently trading at a Forward P/E ratio of 9.43. This represents a discount compared to its industry average Forward P/E of 14.1.
It is also worth noting that BRBR currently has a PEG ratio of 5.68. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As the market closed yesterday, the Food - Miscellaneous industry was having an average PEG ratio of 2.58.
The Food - Miscellaneous industry is part of the Consumer Staples sector. This industry, currently bearing a Zacks Industry Rank of 208, finds itself in the bottom 15% echelons of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
ST. LOUIS, May 05, 2026 (GLOBE NEWSWIRE) -- BellRing Brands, Inc. (NYSE:BRBR) (“BellRing”), a holding company operating in the global proactive wellness category, today reported results for the second fiscal quarter ended March 31, 2026.
BellRing Brands (BRBR - Free Report) came out with quarterly earnings of $0.14 per share, missing the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.53 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -54.75%. A quarter ago, it was expected that this nutritional supplements company would post earnings of $0.31 per share when it actually produced earnings of $0.37, delivering a surprise of +19.35%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
BellRing Brands, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $598.7 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 1.48%. This compares to year-ago revenues of $588 million. 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.
BellRing Brands shares have lost about 35.1% since the beginning of the year versus the S&P 500's gain of 5.2%.
What's Next for BellRing Brands?While BellRing Brands 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 BellRing Brands 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 $0.56 on $583.1 million in revenues for the coming quarter and $1.86 on $2.41 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, Food - Miscellaneous is currently in the bottom 15% 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, Hain Celestial (HAIN - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 11.
This organic and natural products company is expected to post quarterly loss of $0.02 per share in its upcoming report, which represents a year-over-year change of -128.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Hain Celestial's revenues are expected to be $352.88 million, down 9.6% from the year-ago quarter.
Shares of BellRing Brands (BRBR 3.14%) turned sour this morning. After a disappointing Q2 report with a side of sour full-year guidance, the stock crashed as much as 46.9% lower in the morning session. As of 12:46 a.m. ET, BellRing still showed a 42.4% single-day price drop.
Image source: Getty Images.
BellRing's quarter left a bad taste The company behind protein-boosted products PowerBar, Dymatize, and Premier Protein saw 2% year-over-year sales growth in the second quarter of fiscal year 2026. Adjusted earnings fell from $0.53 to $0.14 per share. The analyst consensus had called for 3.5% revenue growth and earnings near $0.32 per share.
Management also lowered BellRing's guidance goals across the board. At the midpoint of each guidance range, full-year sales growth should now stop around 1% (down from 5% three months ago). Adjusted EBITDA should now add up to roughly $325 million in 2026, 25% below the previous guidance of approximately $433 million.
Too many shakes on the shelf BellRing's sales growth was largely built on deep-discount promotions, undermining the company's profit margins and raising questions about organic demand for protein shakes and protein powder. The former Post subsidiary also absorbed higher ingredient costs due to inflation, import tariffs, and higher transportation expenses.
On the earnings call, soon-to-retire CEO Darcy Davenport noted that BellRing is facing a plethora of new competitors in the protein shake market, especially in the warehouse club retail channel. Consumers are hungry for healthy nutrition since GLP-1 weight loss drugs turned up.
"Retailers are going to consolidate the shelf around the most successful brands, and we will be them," Davenport said. "And we will be in that consideration set because we have the highest awareness and repeat household penetration. We are the most well-known brand, both with aided awareness and unaided awareness."
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BellRing's bull thesis is that the company should ride out this storm and come out stronger on the other side. On the other hand, the stock has now crashed 87% in one year and it trades at just 6.8 times trailing earnings.
It's either a fantastic turnaround bet or a dangerous falling knife, and only time will tell which theory is right. I don't mind watching BellRing's protein shake drama from the sidelines.
Anders Bylund has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
HomeIndustriesFood/Beverages/TobaccoEarnings ResultsEarnings ResultsShares of BellRing Brands, the maker of Premier Protein drinks and PowerBar snacks, tumble nearly 40%Last Updated: May 5, 2026 at 6:46 p.m. ET
First Published: May 5, 2026 at 1:42 p.m. ET
Consumers have stampeded toward protein, and food-industry giants are chasing them with new product innovations. But not all companies are realizing the same benefits.
In what could be a sign of tougher things to come for the protein craze, shares of BellRing Brands BRBR — the maker of Premier Protein drinks, PowerBar snack bars and Dymatize protein powder — fell 38.8% on Tuesday, after a concoction of higher costs and competitive price cuts hit its quarterly results and outlook and led to the first slowdown in purchasing trends in several years.
MILWAUKEE, May 5, 2026 /PRNewswire/ -- Ademi LLP is investigating possible securities fraud claims against BellRing (NYSE: BRBR). The investigation results from inaccurate statements BellRing may have made regarding its financial statements, business operations and prospects.
Click here to join our investigation or to obtain additional information, or contact us at [email protected] or toll-free: 866-264-3995. There is no cost or obligation to you.
We specialize in securities fraud and shareholder litigation. For more information, please feel free to call us. Attorney advertising. Prior results do not guarantee similar outcomes.
Contact:
Ademi LLP
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Toll Free: (866) 264-3995
Fax: (414) 482-8001
www.ademilaw.com
BellRing Brands posted adjusted EPS of 14 cents, missing market estimates or 32 cents per share. The company's sales came in at $598.700 million, missing expectations of $608.899 million.
BellRing Brands slashed FY2026 sales guidance from $2.410 billion-$2.460 billion to $2.325 billion-$2.365 billion.
BellRing Brands shares fell 1.6% to trade at $10.47 on Wednesday.
These analysts made changes to their price targets on BellRing Brands following earnings announcement.
Morgan Stanley analyst Megan Alexander downgraded the stock from Overweight to Equal-Weight and lowered the price target from $24 to $13. Stifel analyst Matthew Smith maintained the stock with a Buy and lowered the price target from $34 to $14. Bernstein analyst Alexia Howard downgraded BellRing Brands from Outperform to Market Perform and cut the price target from $35 to $11. Considering buying BRBR stock? Here’s what analysts think:
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Wells Fargo’s chief agriculture economist Dr. Michael Swanson told Bloomberg Businessweek on May 29 that GLP-1 weight-loss drugs (Ozempic, Wegovy, Mounjaro, Zepbound) will eventually match statins at roughly 90 million prescriptions, calling the trend “here to stay” because it’s prescribed, not faddish. So this is the next 90-million-customer industry, sitting in plain sight while everyone else stares at AI. It’s the protein-centric food economy being rewired around appetite-suppressed patients who need 90 to 120 grams of protein a day in small volumes.
I’ve been reading every GLP-1 supply-chain report I can find for the better part of two years now, and the five tickers below are where the second-order money is moving while everyone else stares at chatbots.
1. BellRing Brands: The Surprise Pick Hiding in Plain Sight Start with the most unloved name on this list. BellRing Brands (NYSE:BRBR | BRBR Price Prediction) owns Premier Protein, the ready-to-drink shake whose product spec (high protein, low volume, easy on a suppressed appetite) maps almost one-to-one onto what a GLP-1 patient is told to consume. The stock has been crushed on a tariff-driven margin miss, which is exactly why the setup is interesting: the demand side of the thesis is still intact while the price has been gutted.
The Q2 FY2026 report explains both halves of the trade. Premier Protein RTD volume grew 11.7%, household penetration climbed to 21.3%, and total distribution points hit an all-time high with 29% YoY growth. Yet EPS came in at $0.14 versus $0.3132 consensus, gross margin collapsed from 32.3% to 27.0%, and management took an $11.3 million inventory charge on a failed third-party ingredient. Shares are down 69% year-to-date.
Here’s the tell: on March 31, eight directors bought common stock equivalents on the same day at $16.09/share, and Director David Finkelstein went back in on May 13 for 4,000 shares at $9.235. Volume-driven brands with insiders buying the dip don’t stay this beat-up forever. Which brings us to the company that actually creates BRBR’s customers.
2. Eli Lilly: The Engine of the 90-Million Forecast Eli Lilly (NYSE:LLY) is the company actually manufacturing Swanson’s forecast. Mounjaro and Zepbound are the prescription pads driving the appetite suppression that creates the demand BellRing is feeding. And in May, the FDA approved Foundayo (orforglipron), the only approved GLP-1 pill that can be taken any time of day, without food and water restrictions, which is the bridge from injection-only to statin-style scale.
Q1 FY2026 was the kind of quarter that justifies a near-trillion-dollar market cap. Mounjaro revenue hit $8.66 billion, up 125% YoY. Zepbound U.S. revenue grew 80% to $4.16 billion. Total company revenue jumped 55.5% and management raised the full-year revenue outlook to $82.0 to $85.0 billion. CEO David Ricks said “Foundayo will meaningfully expand the number of people who can benefit from GLP-1s.” That’s a CEO telling you the prescription pool is about to balloon.
The stock is up 30% over the past month and 54% over the past year, trading at a P/E of 39. Buy Lilly IF you believe the pill version pulls GLP-1 use toward Swanson’s 90-million ceiling. The inverse: if oral compliance disappoints, the multiple compresses. There is, however, a second drug company that could collect a check on the same megatrend.
3. Novo Nordisk: The Co-Heavyweight With the Oral Wedge Novo Nordisk (NYSE:NVO ADR) is the other half of the duopoly. Ozempic, Wegovy, Rybelsus, and as of January 2026 the Wegovy oral pill, plus Wegovy HD launched April 7 with nearly 21% weight loss in trials. NVO has lagged hard, but on a prescription-volume thesis, ignoring it is a mistake.
Q1 FY2026 shows why the stock has stayed in the doghouse and why the demand is still real. Wegovy total franchise hit $18.24 billion, up 12%, while Ozempic fell 8% to $27.83 billion on pricing. The Wegovy oral pill posted $2.26 billion in Q1 sales with over 2 million prescriptions since launch. The wrinkle: a Most-Favored-Nation pricing agreement forces Wegovy and Ozempic U.S. list-price cuts of 50% and 35% in January 2027.
Shares are down 31% over the last year but up 13% over the past month, trading at a P/E of 11 with analyst targets averaging $46.90. Cheap optionality on the same 90-million-prescription wave. Which is also where the food half of the table starts to matter, because every one of those scripts puts pressure on the same dinner plate.
4. Tyson Foods: The Beef-to-Chicken Trade-Down Trade Swanson explicitly named the protein rotation: consumers trading down from beef to chicken and pork, with Texas brisket prices up 28% over the past year. Tyson Foods (NYSE:TSN) is the single largest publicly traded pure-play on that rotation. Their chicken and prepared foods segments are exactly where a GLP-1 patient who used to splurge on ribeye now lands.
Q2 FY2026 confirms which engine is pulling the train. The Chicken segment delivered $4.286 billion in revenue at a 12.2% adjusted operating margin, and the segment has now posted five consecutive quarters of YoY volume growth. Beef, meanwhile, lost $202 million, and management guides FY2026 Chicken income to $1.9 to $2.05 billion. CEO Donnie King said “protein demand continues to increase, our consistent share gains demonstrate we are well-positioned to capture this momentum.”
USDA projects FY2026 chicken production up about 2%, beef down about 2%, pork up about 2%. Tyson is overweight the protein the consumer is rotating into and the protein the supply chain is producing more of. The stock is up 5% YTD. Decent, but the cleanest punchline on this list is still ahead.
5. Hormel: The Punchline Hiding on the Center Aisle Here’s the payoff. Hormel Foods (NYSE:HRL) owns Spam, Skippy, Jennie-O turkey, Applegate, Hormel Black Label bacon, Columbus deli, and Planters. Every brand on that list is shelf-stable, protein-dense, and labeled with a grams-of-protein callout. The protein-labeling shift Swanson described as “food packaging across every category prominently featuring protein content” is happening on shelves Hormel already owns. The market is treating this like a tired dividend stock. It’s actually the most accidentally well-positioned brand house in U.S. packaged food.
Q2 FY2026 made the case quietly. Foodservice revenue grew 6.4%, marking the 11th consecutive quarter of organic net sales growth, with adjusted EPS of $0.40 beating $0.3544 consensus and adjusted operating margin expanding to 9.9% from 9.1%. Management is actively pruning low-margin volume, having divested the whole-bird turkey business and sold 51% of Justin’s to concentrate on value-added protein. On March 31, five directors bought stock on the same day at $22.65/share, including the Chairman.
The stock is up 11% over the past month, 9% over the past week, and the company has now strung together 60 consecutive years of dividend increases. Boring is the feature.
The Thread Lilly and Novo write the prescriptions. BellRing fills the shake. Tyson fills the plate. Hormel fills the pantry. If Swanson’s call holds and GLP-1 use scales toward statin-level volumes, every link in that chain reprices off the same demand curve, and four of these five names still trade like the market hasn’t connected them. The headline industry of 2026 was always going to be AI. The quieter one, the one with 90 million customers walking into the pharmacy with a printed script, is already restructuring the food aisle while nobody is looking.
Many investors weren't eager to ring the bell for BellRing Brands (BRBR 3.14%) during Monday's trading session. Shares of the protein products maker slumped by nearly 10%, on news that its stock is being dropped from a high-profile index.
A new blend After market close on Friday, S&P Global announced the latest quarterly rebalancing of its closely followed S&P family of indexes. One of those lineups that will see adjustments is the one BellRing is currently a part of, the S&P MidCap 400 index. The company's stock is one of five being moved and replaced with new arrivals; the four others are Flex, Coty, Concentrix, and Blackbaud. Those four are being shifted to different indexes more appropriate for their current size.
Image source: Getty Images.
The quintet of incoming S&P MidCap 400 stocks comprises Roku, Coeur Mining, Semtech, Sanmina, and Viavi Solutions.
These changes, which, in S&P Global's boilerplate language, are being made to "ensure that each index is more representative of its market capitalization range," will take effect before market open on Monday, June 22.
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Don't lose focus I should stress here that inclusion in, or exclusion from, a famous stock index almost always has little or no impact on a company's fundamental performance. In BellRing's case, however, a skinnier market cap is indicative of its recent struggles, and the reminder is a likely reason for Monday's sell-off.
That said, I'd never buy or sell a stock long-term based on whether it's an index component, and I'd advise anyone looking at BellRing (or any other company affected by S&P Global's periodic adjustments) to focus instead on its performance, strategy, and financial position.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Roku, S&P Global, and Viavi Solutions. The Motley Fool recommends Blackbaud and Flex. The Motley Fool has a disclosure policy.
Diluted EPS was $1.14. The estimated EPS was $1.06.Total revenue was $1,334.7 million. The estimated revenue was $1,311.68 million.Revenue decreased 2.9% year
For the quarter ended March 2026, Old Dominion Freight Line (ODFL - Free Report) reported revenue of $1.33 billion, down 2.9% over the same period last year. EPS came in at $1.14, compared to $1.19 in the year-ago quarter.
The reported revenue represents a surprise of +1.51% over the Zacks Consensus Estimate of $1.31 billion. With the consensus EPS estimate being $1.05, the EPS surprise was +8.77%.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Old Dominion performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Operating Ratio: 76.2% versus the four-analyst average estimate of 78%.LTL tonnage per day: 30.58 Kton/D compared to the 30.40 Kton/D average estimate based on two analysts.LTL shipments per day: 41.04 thousand versus 40.83 thousand estimated by two analysts on average.LTL revenue per hundredweight: $34.52 versus the two-analyst average estimate of $34.38.LTL revenue per hundredweight, excluding fuel surcharges: $29.13 compared to the $29.01 average estimate based on two analysts.Work days: 63.00 Days versus 63.00 Days estimated by two analysts on average.LTL weight per shipment (lbs.): 1,491.00 lbs compared to the 1,488.97 lbs average estimate based on two analysts.LTL shipments: 2,585 compared to the 2,572 average estimate based on two analysts.LTL tons: 1,927.00 KTon versus the two-analyst average estimate of 1,914.89 KTon.View all Key Company Metrics for Old Dominion here>>>
Shares of Old Dominion have returned +13.5% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Key Takeaways Q1 EPS of $1.14 beat estimates but were down 4.2% due to a decrease in revenues and a higher operating ratio.Q1 revenues of $1.33B down 2.9% as LTL tons/day fell 7.7%, partly offset by higher revenue per hundredweight.For 2026, ODFL continues to anticipate its aggregate capital expenditures to be around $265 million. Old Dominion Freight Line, Inc. (ODFL - Free Report) ) reported solid first-quarter 2026 results, wherein its earnings and revenues surpassed the Zacks Consensus Estimate.
Quarterly earnings per share of $1.14 beat the Zacks Consensus Estimate of $1.05 but dipped 4.2% year over year. The decrease in ODFL’s revenue and an increase in operating ratio resulted in a year-over-year decline in the bottom line in the first quarter.
Revenues of $1.33 billion beat the Zacks Consensus Estimate of $1.31 billion but decreased 2.9% year over year. The downside in ODFL’s first-quarter revenues was owing to a 7.7% decrease in LTL tons per day, which was partially offset by an increase in ODFL’s LTL revenue per hundredweight. The decrease in LTL tons per day reflects the net impact of a 7.9% decrease in LTL shipments per day and a 0.3% increase in LTL weight per shipment.
LTL revenue per hundredweight, excluding fuel surcharges, grew 4.4% year over year owing to the company’s long-term, disciplined approach to yield management.
Revenues from LTL services came in at $1.32 billion (down 2.9% year over year). Other services revenues fell 8.7% year over year to $12.8 million.
Marty Freeman, president and chief executive officer of Old Dominion, commented, “Old Dominion’s first quarter financial results reflect a continuation of encouraging trends that started developing late last year. While our first quarter revenue decreased on a year-over-year basis, demand for our LTL service improved as the quarter progressed. The improvement in demand, coupled with our ability to consistently deliver superior service to our customers, contributed to both the acceleration in our LTL volumes and improvement in our yield during the quarter. Our industry-leading service metrics for the first quarter once again included 99% on-time service and a claims ratio below 0.1%. These service standards form the foundation of our unmatched value proposition, which we believe will support our ability to win market share over the long term.”
Other Aspects of Q1 Earnings ReportIn the quarter under review, LTL weight per shipment rose 0.3%, and LTL revenue per shipment inched up 5.9% year over year. LTL shipments and LTL shipments per day were both down 7.9% on a year-over-year basis. LTL revenue per hundredweight, excluding fuel surcharges, grew 4.4% year over year.
Total operating expenses declined 1.9% year over year to $1.02 billion. The operating income decreased 6.1% year over year to $317.34 million. Operating ratio (operating expenses as a percentage of revenues) increased to 76.2% from 75.4% in the year-ago quarter.
Old Dominion exited the March-end quarter with cash and cash equivalents of $288.08 million compared with $120.09 million at the end of the prior quarter. Long-term debt at the end of the first quarter of 2026 was $19.9 million, flat sequentially.
During the first quarter of 2026, Old Dominion rewarded its shareholders with $88.1 million through its share repurchases and paid $60.5 million in the form of dividend payments.
ODFL generated $373.6 million of net cash from operating activities during the first quarter of 2026. Capital expenditures were $62.6 million for the first quarter of 2026.
OutlookFor 2026, ODFL continues to anticipate its aggregate capital expenditures to be around $265 million, which includes planned expenditures of $125 million for real estate and service center expansion projects, $95 million for tractors and trailers and $45 million for information technology and other assets.
Currently, Old Dominion carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Q1 Performances of Other Transportation CompaniesDelta Air Lines (DAL - Free Report) reported first-quarter 2026 earnings (excluding $1.08 from non-recurring items) of 64 cents per share, which beat the Zacks Consensus Estimate of 61 cents. Earnings increased 39.1% on a year-over-year basis due to high labor costs. Adjusted revenues in the March-end quarter were $14.2 billion, beating the Zacks Consensus Estimate of $14 billion and increasing on a year-over-year basis.
United Airlines Holdings, Inc. (UAL - Free Report) reported solid first-quarter 2026 results wherein the company’s earnings and revenues beat the Zacks Consensus Estimate as well as improved on a year-over-year basis.
UAL's first-quarter 2026 adjusted earnings per share (EPS) (excluding 95 cents from non-recurring items) of $1.19 surpassed the Zacks Consensus Estimate of $1.08 and increased 30.8% on a year-over-year basis. The reported figure lies within the guided range of $1.00-$1.50.
Operating revenues of $14.6 billion outpaced the Zacks Consensus Estimate of $14.3 billion and increased 10.5% year over year. Passenger revenues (which accounted for 90.1% of the top line) increased 11% year over year to $13.1 billion. UAL flights transported 42,486 passengers in the first quarter, up 4.1% year over year.
Cargo revenues fell 1.6% year over year to $422 million. Revenues from other sources rose 10.5% year over year to $1.02 billion.
J.B. Hunt Transport Services (JBHT - Free Report) posted first-quarter 2026 earnings per share of $1.49, up 27% from $1.17 a year ago. The result topped the Zacks Consensus Estimate by $0.04, a 2.8% surprise.
Operating revenues totaled $3.06 billion, rising 4.6% year over year. Revenues beat the consensus mark of $2.94 billion, resulting in a 3.9% surprise, as demand proved resilient across several service offerings, led by Intermodal volume growth and higher revenue per load in select highway-related businesses.
Q1: 2026-04-29 Earnings SummaryEPS of $1.14 beats by $0.09
|
Revenue of
$1.33B
(-2.92% Y/Y)
beats by $20.73M
Old Dominion Freight Line, Inc. (ODFL) Q1 2026 Earnings Call April 29, 2026 10:00 AM EDT
Company Participants
Jack Atkins - Director of Investor Relations
Kevin Freeman - President, CEO & Director
Adam Satterfield - Executive VP, Assistant Secretary & CFO
Conference Call Participants
Jordan Alliger - Goldman Sachs Group, Inc., Research Division
Jason Seidl - TD Cowen, Research Division
Christian Wetherbee - Wells Fargo Securities, LLC, Research Division
Scott Group - Wolfe Research, LLC
Eric Morgan - Barclays Bank PLC, Research Division
Ravi Shanker - Morgan Stanley, Research Division
Jonathan Chappell - Evercore ISI Institutional Equities, Research Division
Ken Hoexter - BofA Securities, Research Division
Thomas Wadewitz - UBS Investment Bank, Research Division
Brian Ossenbeck - JPMorgan Chase & Co, Research Division
Richa Talwar - Deutsche Bank AG, Research Division
Ariel Rosa - Citigroup Inc., Research Division
Jeffrey Kauffman - Vertical Research Partners, LLC
Stephanie Benjamin Moore - Jefferies LLC, Research Division
Matthew Milask - Stifel, Nicolaus & Company, Incorporated, Research Division
Joe Enderlin - Stephens Inc., Research Division
Presentation
Operator
Good day, and welcome to the Old Dominion Freight Line First Quarter 2026 Earnings Conference Call.
[Operator Instructions]
Please note, this event is being recorded. I would now like to turn the conference over to Jack Atkins. Please go ahead.
Jack Atkins
Director of Investor Relations
Thank you, Dorwin. Good morning, everyone, and welcome to the first quarter 2026 conference call for Old Dominion Freight Line. Today's call is being recorded and will be available for replay beginning today and through April 29, 2026, by dialing 1-855-669-9658, access code 7699494. The replay of the webcast may also be accessed for 30 days at the company's website. This conference call may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements, among others, regarding Old Dominion's expected financial and operating performance.
Old Dominion Freight Line Inc. (NASDAQ:ODFL) on Wednesday reported upbeat first-quarter 2026 results.
Revenue declined 2.9% year over year to $1.335 billion, topping analyst expectations of $1.312 billion. The decrease was driven by a 7.7% drop in less-than-truckload (LTL) tons per day, reflecting a 7.9% decline in shipments per day during the quarter.
Net income decreased 6.4% to $238.3 million. Earnings came in at $1.14 per share, down 4.2% year over year but above the consensus estimate of $1.06.
For fiscal 2026, Old Dominion continues to expect aggregate capital expenditures of approximately $265 million.
Old Dominion shares gained 1.1% to trade at $211.61 on Thursday.
These analysts made changes to their price targets on Old Dominion following earnings announcement.
Considering buying ODFL stock? Here’s what analysts think:
Photo via Shutterstock
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Norfolk, VA, May 07, 2026 (GLOBE NEWSWIRE) -- Old Dominion University proudly announces it is becoming a Health Promoting University, an evolution that integrates well-being into all aspects of campus life, including teaching, research, policies, environments and daily experiences. This holistic approach reflects Old Dominion University's dedication to educating tomorrow’s healthcare leaders, while conducting cutting-edge research and providing critical care through community outreach, alongside our medical partners.
"Our journey to reach this milestone was made possible due to partnership and perseverance," said Old Dominion University President Brian O. Hemphill, Ph.D. "This is a defining shift as health is no longer simply what we do – it is who we are. We are integrating well-being into our operations, systems and spaces, thereby establishing a culture that is enduring and evolving through a collective impact model."
Home to the largest academic health sciences center in the Commonwealth of Virginia, Old Dominion University’s journey has involved significant milestones, such as the 2024 integration of Eastern Virginia Medical School and the 2025 establishment of the Joan P. Brock Institute for Nutrition Science and Health. Now, in 2026, the University takes a step further in its expertise through a shared commitment to health promotion.
In partnership with the American College of Lifestyle Medicine (ACLM), the leading authority on lifestyle medicine education, Old Dominion University will further health promotion. ACLM will support education, clinical practice, research, community outreach and engagement at Old Dominion University.
"Our Health Promoting University agenda will be grounded in evidence, guided by national benchmarks for campus health and measured through shared indicators that hold us accountable to our community," President Hemphill added. "As a preeminent public research institution, we are uniquely positioned to pursue this worthwhile responsibility through the collective efforts of our students, faculty and staff strengthening a culture that prioritizes care, connection and meaningful impact."
A Health Promoting University Advisory Council has been appointed to advance this initiative. This council includes executive-level sponsorship from Executive Vice President for Health Sciences Alfred Abuhamad, MD; Vice President for Student and Campus Life Brandi Hephner LaBanc, Ed.D.; and Vice President for Talent Management and Culture September Sanderlin. They are joined by Drs. Anca Dobrian, Veleka Gatling and Bridget Weikel, as well as a Well-Being Collective Working Group that guides the creation of a shared agenda shaped by community-wide engagement and collective impact.
The commitment to becoming a Health Promoting University builds upon Old Dominion University’s strong foundation. By fostering a culture where mental and physical health are supported, belonging and purpose are cultivated and connection and resilience are strengthened, Old Dominion University ensures that when students, faculty, staff and partners thrive, the entire community flourishes.
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ABOUT OLD DOMINION UNIVERSITY
Old Dominion University (ODU), located in Norfolk, is Virginia's forward-focused public doctoral research university with more than 24,000 students. A top R1 research institution offering rigorous academics, Old Dominion University is recognized nationally for academic excellence, social mobility and access. Military friendly and home to an energetic residential community and robust initiatives that currently contribute $3.8 billion annually to Virginia's economy, Old Dominion University is a leader in the commonwealth. Macon & Joan Brock Virginia Health Sciences at Old Dominion University, founded July 1, 2024, represents the most comprehensive health sciences center in the Commonwealth of Virginia. At the forefront of digital innovation, Old Dominion University partnered with Google in October 2025 to launch MonarchSphere powered by Google Cloud, a first-of-its-kind AI incubator for higher education.
It's arguably one of the least glamorous industries out there. Still, transportation is the heartbeat of any economy, particularly one as expansive as the U.S. This is also a diverse industry, comprising companies that move people (airlines, rideshare companies), commodities (railroads), packages (freight haulers), and more from place to place.
Combine those factors, and it's not surprising that some pros see transportation stocks as reliable indicators of the broader economy's health. That's a starting point for becoming educated about the transportation sector, but investors taking the long view of this industry should remember a couple of key points.
These transportation stocks could be solid bets for long-term investors. Image source: Getty Images
First, not all transportation companies are beholden to the same dynamics. For example, airlines rely on business and leisure travel demand, which are factors that don't directly affect, say, railroads. Second, those divergences make quality paramount when evaluating transportation stocks. Here are a few that may serve investors over the long haul.
Ride this railroad Among large-cap industrial stocks not in the aerospace and defense sector, Union Pacific (UNP +1.83%) has been an admirable performer in recent years, and there are reasons to believe that trend will continue, if not improve.
Where Union Pacific outshines its peers and thus shines for investors is in operational excellence. That much was on display in the first quarter when it set records across six key efficiency metrics, including freight car velocity and locomotive productivity. Admittedly, that's some railroad industry jargon, and some investors are apt to wonder what the payoff is for Union Pacific's mastery of efficiency.
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It's easily explained. Those efficiencies enhance the bottom line, as highlighted by first-quarter earnings-per-share growth of 6%. The first three months of 2026 probably won't be a one-off in terms of Union Pacific earnings excellence. The railroad operator expects to deliver a three-year earnings per share compound annual growth rate in the "high-single to low-double digit(s) through 2027." That earnings growth trajectory supports Union Pacific's dividend growth plans, potentially making the stock even more appealing to long-term investors.
Hopefully, this movie repeats Even new investors have likely heard the old saying, "History doesn't always repeat, but it often rhymes." Old Dominion Freight Line (ODFL 0.71%) shareholders would likely be satisfied with either a sequel or a poem, because over the past 25 years, this trucking company has been one of the best-performing stocks of any stripe.
To be precise, just six stocks outpaced Old Dominion over that span. Interestingly, this transportation stock trades on the Nasdaq stock exchange, which is typically viewed as a haven for high-growth tech equities. On a related note, Old Dominion delivered better returns over the past quarter-century than Amazon.
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Those are nice superlatives, but they're in the rearview mirror. Old Dominion operates in a cost-intensive industry. That much was on display in the first quarter as the hauler's operating ratio weakened. Investors can take some heart in knowing that it won't be a permanent phenomenon because Old Dominion is considered one of the highest-quality trucking names and an industry margin leader.
The long-term outlook is supported by the company's commitment to returning capital to shareholders through buybacks and dividends, the latter of which increased by 7.7% last December.
Make the Kirby call Compared to some transportation stocks, Kirby (KEX +2.06%) toils in relative anonymity, but that doesn't diminish the fact that the stock has more than doubled over the past three years. Plus, there are reasons to believe this could be one of the best transportation stocks to own this year and beyond.
That thesis is cemented by Kirby's status as the king of shipping barges that operate on the Mississippi River. So there's a fair chance any product which arrived at its final destination via the Mighty Mississippi spent time on a Kirby barge. That implies a competitive moat which long-term investors may prize. Kirby's distribution and services business is also a compelling part of the equation because it gives the company a foothold in industries such as oilfield services and power generation.
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Power generation is a segment to keep an eye on, as Kirby reported 45% first-quarter revenue growth in that business, along with a rising order backlog. Strength in that unit may well be one reason Kirby boosted its 2026 earnings-per-share guidance to 5% to 15% growth from 0% to 12%. If those earnings trends prove consistent, Kirby has the makings of a long-term winner.
THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (Nasdaq: ODFL) today announced that its Board of Directors has declared a quarterly cash dividend of $0.29 per share of common stock, payable on June 17, 2026, to shareholders of record at the close of business on June 3, 2026. This dividend payment represents a 3.6% increase to the quarterly cash dividend paid in June 2025. Forward-looking statements in this news release are made pursuant to the safe harbor provisions of the P.
Key Takeaways ODFL supports shareholders through dividends and buybacks while maintaining a low debt profile.Pricing discipline adds strength, but weak freight demand weighs on the company. Driver shortages and economic uncertainty further pressure ODFL's performance. Old Dominion Freight Line, Inc. (ODFL - Free Report) ) looks expensive from a valuation standpoint. Considering the forward 12-month price-to-sales ratio (P/E-F12M), ODFL is trading at a premium compared to the industry.
The stock has a forward 12-month P/E-F12M of 37.03X compared with 33.79X for the industry over the past five years. The company’s forward 12-month P/E-F12M ratio is also above the median level of 29.81X over the past five years. These factors indicate that the stock’s valuation is unattractive. ODFL has a Value Score of F.
ODFL P/E Ratio (Forward 12 Months) Vs. Industry Image Source: Zacks Investment Research
Now, the question is whether it is worth buying, holding, or selling the ODFL stock at current prices. Let us delve deeper to find out.
Headwinds Weighing on ODFL StockMacroeconomic concerns are leading to a tough freight environment. ODFL is being hurt by reduced demand for freight services. Due to the weakness in freight demand, shipment volumes and rates are low. Risks associated with the economic slowdown, geopolitical tensions and tariff-induced economic uncertainty continue to bother the stock’s performance.
As things stand now, consumer spending and business investments remain low, and production levels have decreased in response to reduced demand, affecting demand for goods transportation and resulting in a freight recession (The Cass Freight Shipments Index, which declined 4.4% year over year in April 2026, 4.5% year over year in March 2026, 7.2% year over year in February 2026 and 7.1% in January 2026). This measure has also deteriorated year over year in each of the past 12 months in 2025, which confirms the overall declining trend. We currently believe that these factors indicate persistent weakness in freight demand through the remainder of this year.
The truck industry, of which Old Dominion is an integral part, has been persistently battling a driver shortage for several years. As old drivers are retiring, trucking companies are finding it difficult to find new drivers to take their place since the low-paying job does not appeal to the younger generation.
ODFL Stock’s Price PerformanceShares of ODFL have gained 28.2% in the past year, underperforming the transportation-truck industry’s 50.9% surge, as well as that of other industry players, J.B. Hunt Transport Services (JBHT - Free Report) and Knight-Swift Transportation Holdings Inc. (KNX - Free Report) , within the same time frame.
ODFL Stock's One-Year Price Comparison Image Source: Zacks Investment Research
Factors Working in Favor of ODFL Stock
ODFL’s disciplined approach to pricing is highly commendable. The company’s cost-based approach to pricing enables it to retain customers and supports tonnage even in times of weak demand. This is borne out by the LTL revenue per hundredweight indicator (a commonly used indicator for general pricing trends in the industry), which for ODFL improved 5.7% in the first quarter of 2026, despite demand weakness. The same metric improved 3.9% year over year in 2025 and 2.4% in 2024.
Old Dominion has a solid balance sheet. The company ended first-quarter 2026 with cash and cash equivalents of $288.08 million, higher than the current debt level of $20 million. This implies that the company has sufficient cash to meet its current debt obligations.
A solid balance sheet allows the company to reward shareholders with dividends and share repurchases. Notably, ODFL has been consistently making efforts to reward its shareholders through dividends and share buybacks, which are encouraging. As a reflection of its shareholder-friendly stance, ODFL paid dividends of $175.1 million and repurchased shares worth $453.6 million in 2023, despite the weakness pertaining to freight demand.
During 2024, ODFL paid out dividends worth $223.6 million and repurchased shares worth $967.3 million. During 2025, ODFL paid out dividends worth $235.6 million and repurchased shares worth $730.3 million. During the first quarter of 2026, ODFL paid $60.5 million through dividend payments and repurchased shares worth $88.1 million. Such shareholder-friendly initiatives should boost investor confidence and positively impact the bottom line.
What Do Earnings Estimates Say for ODFL?The positive sentiment surrounding ODFL stock is evident from the fact that the Zacks Consensus Estimate for the second quarter of 2026 and the third quarter of 2026 earnings has been revised upward in the past 60 days. The consensus mark for full-year 2026 and 2027 earnings has also been projected northward in the past 60 days.
Image Source: Zacks Investment Research
The favorable estimate revisions indicate brokers’ confidence in the stock.
Time to Retain ODFL StockIt is understood that ODFL stock is currently unattractively valued. Moreover, ODFL is suffering from revenue weakness as geopolitical uncertainty and high inflation continue to hurt consumer sentiment and growth expectations. The increase in inflation in the past few months shows that we are not yet out of the woods as far as inflation is concerned. Driver shortages continue to bother the trucking industry players.
Despite the headwinds, we advise investors not to sell ODFL stock now due to its cost-based approach to pricing, which enables it to retain customers and supports tonnage even in times of weak demand. ODFL’s solid balance sheet allows it to reward shareholders through dividends and share buybacks. Such shareholder-friendly moves boost investor confidence and positively impact the company's bottom line.
We advise investors to wait for a better entry point. For those who already own the stock, it will be prudent to stay invested. The company’s current Zacks Rank #3 (Hold) justifies our analysis. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A month has gone by since the last earnings report for Old Dominion Freight Line (ODFL - Free Report) . Shares have added about 4% in that time frame, underperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Old Dominion due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.
Old Dominion Q1 Earnings Beat EstimatesOld Dominion reported solid first-quarter 2026 results, wherein its earnings and revenues surpassed the Zacks Consensus Estimate.
Quarterly earnings per share of $1.14 beat the Zacks Consensus Estimate of $1.05 but dipped 4.2% year over year. The decrease in ODFL’s revenue and an increase in operating ratio resulted in a year-over-year decline in the bottom line in the first quarter.
Revenues of $1.33 billion beat the Zacks Consensus Estimate of $1.31 billion but decreased 2.9% year over year. The downside in ODFL’s first-quarter revenues was owing to a 7.7% decrease in LTL tons per day which was partially offset by an increase in ODFL’s LTL revenue per hundredweight. The decrease in LTL tons per day reflects the net impact of a 7.9% decrease in LTL shipments per day and a 0.3% increase in LTL weight per shipment.
LTL revenue per hundredweight, excluding fuel surcharges, grew 4.4% year over year owing to the company’s long-term, disciplined approach to yield management. Revenues from LTL services came in at $1.32 billion (down 2.9% year over year). Other services revenues fell 8.7% year over year to $12.8 million.
Other Aspects of Q1 Earnings ReportIn the quarter under review, LTL weight per shipment rose 0.3% and LTL revenue per shipment inched up 5.9% year over year. LTL shipments and LTL shipments per day were both down 7.9% on a year-over-year basis. LTL revenue per hundredweight, excluding fuel surcharges, grew 4.4% year over year.
Total operating expenses declined 1.9% year over year to $1.02 billion. The operating income decreased 6.1% year over year to $317.34 million. Operating ratio (operating expenses as a % of revenues) worsened to 76.2% from 75.4% in the year-ago quarter.
Old Dominion exited the March-end quarter with cash and cash equivalents of $288.08 million compared with $120.09 million at the end of the prior quarter. Long-term debt at the end of the final quarter of 2026 was $19.9 million, flat sequentially.
During the first quarter of 2026, Old Dominion rewarded its shareholders with $88.1 million through its share repurchases and paid $60.5 million in the form of dividend payments.
ODFL generated $373.6 million of net cash from operating activities during the first quarter of 2026. Capital expenditures were $62.6 million for the first quarter of 2026.
OutlookFor 2026, ODFL continues to anticipate its aggregate capital expenditures to be around $265 million, which includes planned expenditures of $125 million for real estate and service center expansion projects, $95 million for tractors and trailers, and $45 million for information technology and other assets.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates review.
The consensus estimate has shifted 6.43% due to these changes.
VGM ScoresAt this time, Old Dominion has a average Growth Score of C, though it is lagging a bit on the Momentum Score front with a D. Charting a somewhat similar path, the stock was allocated a score of F on the value side, putting it in the fifth quintile for value investors.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Notably, Old Dominion has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerOld Dominion is part of the Zacks Transportation - Truck industry. Over the past month, Landstar System (LSTR - Free Report) , a stock from the same industry, has gained 10.5%. The company reported its results for the quarter ended March 2026 more than a month ago.
Landstar reported revenues of $1.17 billion in the last reported quarter, representing a year-over-year change of +1.6%. EPS of $1.16 for the same period compares with $0.85 a year ago.
For the current quarter, Landstar is expected to post earnings of $1.41 per share, indicating a change of +17.5% from the year-ago quarter. The Zacks Consensus Estimate has changed +2.9% over the last 30 days.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Landstar. Also, the stock has a VGM Score of B.
THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (Nasdaq: ODFL) today reported certain less-than-truckload (“LTL”) operating metrics for May 2026. Revenue per day increased 12.3% as compared to May 2025 due to an increase in our LTL revenue per hundredweight that was partially offset by a 3.8% decrease in LTL tons per day. The change in LTL tons per day was attributable to a 5.3% decrease in LTL shipments per day that was partially offset by a 1.6% increase in LTL weight per.
Old Dominion Freight Line, Inc. (Nasdaq: ODFL) today reported certain less-than-truckload (âLTLâ) operating metrics for May 2026. Revenue per day increased
On June 04, 2026, we present a detailed DCF analysis for Old Dominion Freight Line Inc (ODFL). The company has shown impressive price performance recently, with
Key Takeaways Old Dominion's LTL revenue per day increased 12.3% year over year in May 2026.ODFL's higher LTL revenue per hundredweight was partly offset by a 3.8% drop in LTL tons per day.Old Dominion QTD LTL revenue per hundredweight rose 15.6%, while ex-fuel revenue per hundredweight rose 5.4%. Old Dominion Freight Line, Inc. (ODFL - Free Report) has provided an update on the performance of its less-than-truckload (LTL) segment, which is its primary revenue generator, for May.
Old Dominion's revenue per day increased 12.3% year over year in May 2026, owing to an increase in LTL revenue per hundredweight, which was partially offset by a 3.8% decrease in LTL tons per day. The reduction in LTL tons per day was owing to a 5.3% decrease in LTL shipments per day, which was partially offset by a 1.6% increase in LTL weight per shipment.
Quarter to date, Old Dominion’s LTL revenue per hundredweight and LTL revenue per hundredweight, excluding fuel surcharges, increased 15.6% and 5.4%, respectively, year over year.
Marty Freeman, president and chief executive officer of Old Dominion, stated, “Old Dominion produced solid revenue growth for the first two months of the second quarter. While our LTL tons per day declined on a year-over-year basis in both April and May, demand has continued to improve as the quarter has progressed. In addition, our best-in-class service metrics support our yield management initiatives and the ongoing improvement in our LTL revenue per hundredweight. Our consistent investments in our network, our technology and our OD Family of employees throughout the economic cycle uniquely position us to support our customers as the business environment changes. As a result, we remain confident in our ability to win market share and drive profitable revenue growth over the long-term as we continue to execute on the fundamental elements of our strategic plan.”
ODFL’s Zacks Rank & Price PerformanceODFL currently carries a Zacks Rank #3 (Hold).
Shares of ODFL have gained 20.4% over the past month, outperforming 14.2% growth of the transportation-truck industry.
ODFL Stock’s One-Month Price Comparison Image Source: Zacks Investment Research
Stocks to ConsiderInvestors interested in the Zacks Transportation sector may consider International Seaways (INSW - Free Report) and Expeditors International of Washington, Inc. (EXPD - Free Report) .
INSW currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
INSW has an expected earnings growth rate of more than 100% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 33.93%.
EXPD currently carries a Zacks Rank #2 (Buy).
Expeditors has an expected earnings growth rate of 11.9% for the current year. The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 13.96%.
Wells Fargo analyst Christian Wetherbee, on June 5, maintained Old Dominion Freight Line with an Equal-Weight rating and raised the price target from $205 to $235.
Jim Lebenthal, partner at Cerity Partners, picked Exxon Mobil Corporation (NYSE:XOM).
On May 27, Mizuho analyst Nitin Kumar maintained Exxon Mobil with a Neutral rating and raised the price target from $159 to $175.
Don't forget to check out our premarket coverage here
Bryn Talkington, managing partner of Requisite Capital Management, recommended NVIDIA Corporation (NASDAQ:NVDA).
According to recent news, Nvidia is deepening its push into Asia’s AI ecosystem through a series of partnerships in South Korea. The chip giant announced a multi-year technology partnership with memory maker SK Hynix, reinforcing access to high-bandwidth memory, or HBM, a key component powering advanced AI systems.
Price Action:
Old Dominion shares gained 1.8% to close at $247.01 on Monday. Exxon Mobil shares rose 1.2% to settle at $151.75 during the session. Nvidia shares rose 1.7% to settle at $208.64 on Monday. Photo: Hryshchyshen Serhii / Shutterstock
Market News and Data brought to you by Benzinga APIs
The logistics sector is shifting as demand for efficient freight moves across North America. Investors must decide between Forward Air (FWRD +12.12%) and Old Dominion Freight Line (ODFL 0.71%) for their industrial portfolio.
Forward Air specializes in expedited ground transportation and air freight services, often serving time-sensitive shipments. Old Dominion Freight Line is a massive less-than-truckload carrier known for its national network and service reliability. Both companies play vital roles in the transport industry, but they offer very different financial profiles and growth strategies.
The case for Forward AirForward Air operates as a North American freight and logistics provider focusing on expedited ground and air freight services. The company relies heavily on leased capacity providers to move shipments for its customers among industrial stocks across the United States, Canada, and Mexico. Customer concentration adds risk, as the top ten clients account for roughly 26% of total sales and typically hold short-term contracts that can be terminated within 60 days.
In FY 2025, revenue reached nearly $2.5 billion, representing a slight increase of approximately 0.8% over the previous year. The company reported a net loss of approximately $107.8 million, which resulted in a negative net margin of roughly 4.3%. While still a loss, this performance is an improvement over the much larger net loss of close to $817.0 million recorded in fiscal 2024.
As of its December 2025 balance sheet, the debt-to-equity ratio is approximately 19.1x, which measures total debt relative to shareholders’ equity. The current ratio, measuring the ability to pay short-term debts, is roughly 1.2x, while free cash flow was nearly $15.3 million. Note that stock-based compensation accounted for roughly 30.3% of operating cash flow, thereby inflating reported cash generation, since SBC is a non-cash expense added back in the cash flow statement.
Old Dominion Freight Line is a major North American carrier specializing in regional and national less-than-truckload shipping. Its customer base is highly diversified, with the largest single client accounting for only about 4% of total revenue. This high level of diversification helps protect the business from the loss of any individual partner while demand remains tied to the health of the domestic economy.
During FY 2025, the company generated revenue of approximately $5.5 billion, a decrease of roughly 5.5% from the prior year. Despite lower sales, the company remained profitable with a net income of close to $1.0 billion and a net margin of roughly 18.6%. This solid net margin demonstrates the company's ability to maintain high efficiency even when freight volumes experience seasonal or economic softness.
The company maintains a conservative financial profile, with a debt-to-equity ratio of approximately 0.0x as of its December 2025 balance sheet. Its current ratio is roughly 1.4x, and free cash flow for the year was approximately $955.1 million. These figures reflect strong cash generation and a balance sheet in which total liabilities do not exceed equity, enabling continued investment in its service center network.
Risk profile comparisonForward Air faces risks from labor regulations that could reclassify its independent contractors as employees, significantly increasing costs. Its high debt load of over $1.7 billion in senior notes and term loans restricts financial flexibility and requires meeting strict lender covenants. The company also faces stiff competition from established logistics giants like United Parcel Service (UPS 1.06%) and FedEx (FDX 0.57%).
Old Dominion is sensitive to diesel fuel costs and broader economic shifts that can reduce freight volumes and shipment weights. While the company applies fuel surcharges, they often lag price changes and may not cover all costs. The company competes for market share against other large trucking firms such as XPO and Saia.
Valuation comparisonOld Dominion carries a higher forward P/E and P/S ratio than Forward Air, reflecting its superior profitability and debt-free balance sheet.
MetricForward AirOld Dominion Freight LineSector BenchmarkForward P/En/a44.9x30.4xP/S ratio0.1x9.2xSector benchmark uses the SPDR XLI sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?Just about every business relies on trucking companies to transport retail goods, commodities, food, equipment, machinery, and more. Here we compare two such companies, Old Dominion and Forward Air. Which one is best for investors in 2026?
Old Dominion focuses on the less-than-truckload industry, which lets multiple shippers pay for space within the same truck. This lets the company diversify its business among many customers rather than relying on just a few big shippers. Demand and revenue have held up relatively well despite economic uncertainty. Of note to investors, however, is its valuation. It has a proven business model, but shares trade at a premium, reflecting this expectation.
Forward Air has faced significant challenges as it tries to improve its profitability and reduce its reliance on debt. It has been downsizing its operations and focusing on its expedited ground network, and these efforts have shown signs of progress. The company continues to post losses. If its restructuring strategy succeeds, however, investors could reap outsize returns.
Some investors have a high risk tolerance and are willing to bet on companies with high growth potential, while others are more risk-averse. In this case, the conservative choice also means paying a premium for shares, which imparts the risk that returns could fall short of expectations. While Old Dominion’s shares may not be a bargain right now, it would be my choice for a long-term investment in a diversified portfolio.
Shares of Old Dominion Freight Line, Inc. (ODFL) are up 52.8% in a year due to strong institutional support.
ODFL is a trucking and logistics company offering regional, inter-regional, and national less-than-truckload services, including container drayage, truckload brokerage, and supply chain consulting. The company’s first-quarter fiscal 2026 earnings report showed quarterly revenue of $1.33 billion (beating expectations by almost $21 million), 99% on-time service, $373.6 million in cash from operations, and per-share earnings of $1.14 (beating expectations of $1.05).
It’s no wonder ODFL shares are up 58% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.
Big Money Driving Old Dominion Institutional volumes reveal plenty. In the last year, ODFL has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in ODFL shares. They reflect our proprietary inflow signal, pushing the stock higher:
Source: www.moneyflows.com Plenty of industrials names are under accumulation right now. But there’s a powerful fundamental story happening with Old Dominion.
Old Dominion Fundamental Analysis Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, ODFL has strong profits and enterprise value:
Also, EPS is estimated to ramp higher this year by +16.4%.
Now it makes sense why the stock has been generating Big Money interest. ODFL has a track record of strong financial performance.
Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term.
Old Dominion has been a top-rated stock at MoneyFlows for years. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.
It’s made the rare Outlier 20 report 55 times since 2005, gaining 6,383% in that time. The blue bars below show when ODFL was a top pick in the last decade…this is a cornerstone holding:
Source: www.moneyflows.com Tracking unusual volumes reveals the power of money flows.
This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.
Old Dominion Price Prediction The ODFL action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.
Disclosure: the author holds no position in ODFL at the time of publication.
If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.
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Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.
Exelon Corporation (EXC) is rated Buy, supported by a robust balance sheet, a 3.65% dividend yield, and a fully funded $41.3B capital plan. EXC's growth is driven by data center demand, supporting a projected 7.9% annualized rate base growth and 5-7% long-term EPS growth through 2029. My DCF valuation implies a long-term share price of ~$60 and a 1-year price target of $50-52, with limited downside volatility and neutral-to-bullish sentiment.
CHICAGO--(BUSINESS WIRE)--Exelon Corporation (Nasdaq: EXC) today reported its financial results for the first quarter of 2026. “Exelon is on track for another year of consistent operational and financial performance. Our scale, platform, and disciplined execution allow us to adapt as conditions evolve to continue delivering on our commitments over the long term,” said Exelon President and Chief Executive Officer Calvin Butler. “Through The Exelon Promise, we are committed to balancing affordabi.
Electric power transmission pylon miniatures and Exelon Corporation logo are seen in this illustration taken, December 9, 2022. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
May 6 (Reuters) - U.S. utility Exelon (EXC.O), opens new tab raised its capital expenditure plan and beat Wall Street estimates for first-quarter adjusted profit on Wednesday, driven by higher electricity prices, strong demand and favorable weather.
With tech giants racing to build data centers to support complex artificial intelligence-related tasks, U.S. utilities are stepping up their capital expenditure budgets to keep pace with the surge in power demand.
The Reuters Power Up newsletter provides everything you need to know about the global energy industry. Sign up here.
Exelon too increased its projected capital expenditures for the next four years to $41.7 billion, up from $41.3 billion previously.
On the post-earnings call, executives said the company and Invenergy had bid on two Illinois transmission projects in regional grid operator MISO's Tranche 2.1 process, worth roughly $1.9 billion.
They added that Exelon's data-center pipeline is supported by Federal Energy Regulatory Commission-approved transmission security agreements, with roughly $1 billion in associated collateral.
The company now expects the value of its transmission assets for rate-setting purposes to grow 16% through 2029, while its overall regulated asset base is expected to increase 7.9%.
Regulated utilities rely on rate-case processes to determine how much customers are charged for electricity, natural gas and services such as private water and steam.
Meanwhile, net income at Exelon's Commonwealth Edison unit (ComEd), Illinois' largest electric utility, rose slightly to $310 million.
Earnings at its PECO unit, Pennsylvania's largest electric and natural gas utility, rose 4.5% to $278 million.
Exelon reported an overall revenue of $7.24 billion for the quarter ended March 31, beating analysts' average estimate of $6.93 billion, according to data compiled by LSEG.
The Chicago-based company's adjusted profit came in at 91 cents per share, compared with analysts' average estimate of 89 cents, according to data compiled by LSEG.
Reporting by Varun Sahay in Bengaluru; Editing by Diti Pujara
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Exelon (EXC - Free Report) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.89 per share. This compares to earnings of $0.92 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.63%. A quarter ago, it was expected that this energy company would post earnings of $0.53 per share when it actually produced earnings of $0.59, delivering a surprise of +11.32%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Exelon, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $7.24 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 4.75%. This compares to year-ago revenues of $6.71 billion. The company has topped consensus revenue estimates two 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.
Exelon shares have added about 5.9% since the beginning of the year versus the S&P 500's gain of 6%.
What's Next for Exelon?While Exelon 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 Exelon was mixed. 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 #3 (Hold) for the stock. So, the shares are expected to perform in line with 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 $0.54 on $5.55 billion in revenues for the coming quarter and $2.85 on $25.29 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, Utility - Electric Power is currently in the bottom 40% 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, AES (AES - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 13.
This power company is expected to post quarterly earnings of $0.50 per share in its upcoming report, which represents a year-over-year change of +85.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
AES's revenues are expected to be $3.1 billion, up 6% from the year-ago quarter.
Key Takeaways EXC beat Q1 earnings estimates as revenues climbed 7.86% year over year to $7.24 billion. Exelon plans $41.7B in capital investments during 2026-2029 to support rate base growth. EXC expects 2026 earnings of $2.81-$2.91 per share and sees 5-7% EPS growth through 2029. Exelon Corporation’s (EXC - Free Report) first-quarter 2026 earnings of 91 cents per share surpassed the Zacks Consensus Estimate of 89 cents by 2.25%. The bottom line decreased 1.09% from the year-ago level of 92 cents.
On a GAAP basis, earnings were 90 cents per share, remaining unchanged from the year-ago quarter.
Total Revenues of ExelonExelon reported revenues of $7.24 billion, which surpassed the Zacks Consensus Estimate of $6.91 billion by 4.76%. The top line was 7.86% up from the year-ago quarter’s figure of $6.71 billion.
Exelon Corporation Price, Consensus and EPS SurpriseHighlights of Exelon’s Q1 ReleaseIn the quarter reported, the number of customers served by the company increased 1.09% from the year-ago quarter. Total electric deliveries touched 21,084 gigawatt hours in the reported quarter and were down 1.08%, primarily due to lower volumes sold across all customer groups.
Due to revenue decoupling, Exelon’s distribution earnings were unaffected by actual weather conditions or customer-usage patterns.
Exelon's total operating expenses increased nearly 8.89% year over year to $5.63 billion. The rise was primarily driven by higher purchased-power and fuel costs, increased operation and maintenance expenses, and higher taxes other than income taxes.
Operating income amounted to $1.61 billion, up 4.49% year over year.
Interest expenses totaled $555 million, up nearly 8.82% from the year-ago quarter’s level.
In the reported quarter, adjusted net income was $919 million, up 1.21% from $908 million in the year-ago quarter.
Segmental Details of EXCCommonwealth Edison Company (ComEd): Adjusted earnings in the first quarter were $310 million, down 4.62% from the year-ago quarter. The year-over-year decrease was primarily due to distribution timing, partly offset by a rise in AFUDC and rate-base investments that improved reliability.
PECO Energy Company (PECO): Adjusted operating earnings for the reported quarter increased 4.91% year over year to $278 million, primarily driven by the absence of customer surcharge credits, favorable weather and a decline in income taxes from tax repairs, partly offset by higher depreciation and interest expenses.
Baltimore Gas and Electric Company (BGE): Adjusted earnings for the quarter increased 14.62% year over year to $298 million, driven by improved distribution rates, partially offset by higher credit loss expense.
Pepco Holdings LLC (PHI): Adjusted operating earnings for the quarter decreased 7.22% year over year to $180 million due to adverse impacts from the Pepco Maryland multi-year plan reconciliation and higher depreciation expense. These negatives were partially offset by the implementation of new distribution and transmission rates.
EXC’s Financial HighlightsAs of March 31, 2026, cash and cash equivalents totaled $713 million compared with $626 million as of Dec. 31, 2025.
As of March 31, 2026, long-term debt was $47.86 billion compared with $47.41 billion as of Dec. 31, 2025.
Cash provided by operating activities in the first quarter of 2026 totaled $1.72 billion compared with $1.2 billion in the year-ago period.
Guidance of ExelonExelon expects earnings in the range of $2.81-$2.91 per share for 2026. The Zacks Consensus Estimate for the same is pinned at $2.85, which is near the midpoint of the company’s guided range.
The company expects its adjusted (non-GAAP) operating EPS compounded annual growth near the top end of 5-7% through 2029.
Exelon now plans to invest $41.7 billion in its energy infrastructure during 2026-2029, up from its previous guidance of $41.3 billion. The planned capital expenditure is expected to support 7.9% rate-base growth.
Zacks Rank of ExelonExelon carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Other Utility ReleasesAlgonquin Power & Utilities Corp. (AQN - Free Report) is scheduled to report first-quarter results on May 8. The Zacks Consensus Estimate for first-quarter EPS is pinned at 11 cents, which implies a year-over-year decrease of 21.43%.
The Zacks Consensus Estimate for first-quarter sales is pinned at $697.9 million, which suggests year-over-year growth of 0.79%.
PPL Corporation (PPL - Free Report) is scheduled to report first-quarter results on May 8. The Zacks Consensus Estimate for first-quarter EPS is pinned at 61 cents, which implies a year-over-year increase of 1.67%.
The Zacks Consensus Estimate for first-quarter sales is pinned at $2.62 billion, which suggests year-over-year growth of 4.65%.
Global Water Resources, Inc. (GWRS - Free Report) is scheduled to report first-quarter results on May 14. The Zacks Consensus Estimate for first-quarter EPS is pinned at loss of 2 cents, which implies a year-over-year decrease of 200%.
The Zacks Consensus Estimate for first-quarter sales is pinned at $13.0 million, which suggests year-over-year growth of 4.33%.
Alliance to Save Energy presents ComEd with Stars of Energy Efficiency Award for efforts that help low-income customers achieve nearly $63 million in lifetime bill savings
CHICAGO--(BUSINESS WIRE)--ComEd’s Energy Efficiency Program won the Stars of Energy Efficiency award in the Power & Utilities category from the Alliance to Save Energy (ASE). The award highlights ComEd’s efforts to lower energy costs for customers facing high energy burdens. ASE announced the recognition at its 33rd annual gala May 6 in Washington, DC, where five finalists competed in the Power & Utilities category.
Last year, the ComEd EE Program – which offers a variety of services and incentives to help customers manage energy use, lower costs and protect the environment – achieved its most impactful year to date. It offered energy efficiency solutions to low-income customers and communities focused on environmental justice throughout northern Illinois – showing that an equity-driven utility portfolio can significantly enhance affordability and deliver widespread energy savings.
In 2025, ComEd delivered $95 million in incentives to income-eligible customers – about one-third of total incentives for that year. Incentives help defray the costs of energy-efficiency improvements. These efforts resulted in an estimated $62.9 million in lifetime bill savings for participating households by lowering energy use, improving heating and cooling performance, and replacing inefficient appliances. Some programs offer no-cost delivery, which eliminates upfront expenses to help customers further reduce monthly bills.
“We are grateful to be recognized by an organization that is a leading international authority on energy efficiency,” said Gil Quiniones, President & CEO at ComEd. “ComEd boasts one of the nation’s largest EE programs, and for years we have been helping customers reduce consumption and costs. Since we launched the EE program in 2008, we saved customers enough electricity to power 12 million ComEd homes for one year, while taking over $13 billion off our customers’ bills and avoiding 77 billion pounds of carbon dioxide from entering the atmosphere.”
These environmental savings are the equivalent of planting 38 million acres of trees or removing nearly 9 million cars from the road for one year.
“There has never been a more important time to embrace energy efficiency,” Alliance president Paula Glover said. “With the United States set to shatter records for electricity demand this and next year, and energy being increasingly unaffordable for millions of Americans, it’s time to get serious about saving energy and embrace efficiency as the fastest, lowest cost way to address what is now an energy crisis.”
ASE’s award is the latest recognition for the ComEd EE Program. In 2024, ComEd received the ENERGY STAR® Partner of the Year—Sustained Excellence Award, the highest honor from the U.S. Environmental Protection Agency, for the 12th year in a row. This award is given to select organizations chosen from thousands of ENERGY STAR partners, honoring those whose programs show measurable energy savings and help mitigate climate change.
Company Efforts to Maintain Lowest Possible Energy Bills
The ComEd Energy Efficiency Program is one of several options that the energy company offers to help address rising energy supply costs – driven by increasingly extreme temperatures and supply-demand imbalances which account for nearly half of customers' energy bills – that continue to impact families and businesses. ComEd does not set supply prices, which are passed on without profit to ComEd.
ComEd’s energy efficiency programs reflect the energy company’s dedication to The Exelon Promise. This customer-focused strategy from parent company Exelon aims to provide quick relief, strong protections and lasting solutions to rising energy costs. This includes:
the January launch of the Low-Income Discount (LID) program, which offers qualifying income-eligible ComEd customers percentage-based discounts on their electric bills based on income level up to 300 percent of the federal poverty level. These discounts are intended to reduce energy costs to 3 to 6 percent of total household income; the January launch of ComEd’s Delivery Time-of-Day pricing rate, which helps households save money by shifting energy use to times when electricity prices are lower and demand is reduced; last year’s launch of the $10 million Customer Relief Fund, which provided bill relief to more than 30,000 ComEd customers. Later this year, ComEd plans an extension of the program, which launched in collaboration with its parent company, Exelon; and ongoing support for legislation that resulted in customers receiving bill credits of over $803 million – or approximately $13 a month depending on usage – over each of the first five months of this year. ComEd residential customers can find energy efficiency services, incentives, and rebates at ComEd.com/HomeSavings, while business offerings are listed at ComEd.com/BizSavings.
To help customers sort through the full range of energy-efficiency and bill-assistance programs, ComEd offers its Smart Assistance Manager at ComEd.com/SAM. This online resource asks customers a few questions, then sorts through all the options ComEd has available to recommend personalized options. SAM will also provide links for more information and to apply.
About ComEd
ComEd is a unit of Chicago-based Exelon Corporation (NASDAQ: EXC), a Fortune 200 company and one of the nation’s largest utility companies, serving almost 11 million customers through six fully regulated transmission and distribution utilities — Atlantic City Electric, BGE, ComEd, Delmarva Power, PECO, and Pepco. ComEd powers the lives of more than 4 million customers across northern Illinois, or 70 percent of the state's population. For more information visit ComEd.com, and connect with the company on Facebook, Instagram, LinkedIn, X, and YouTube.
About the Alliance
The Alliance to Save Energy is a leading bipartisan, fuel-neutral nonprofit coalition dedicated to advancing energy efficiency as the fastest, most cost-effective way to meet growing energy demand and strengthen economic competitiveness. Convening leaders from industry, government, and the nonprofit sector, the Alliance drives policy, informs regulatory frameworks, and expands awareness of energy efficiency’s role in lowering costs and improving energy resilience. Since 1977, the Alliance has worked to champion energy efficiency as a foundational energy resource that reduces demand, avoids costly infrastructure, and delivers measurable, system-wide impact.
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Stock to Watch: Exelon (EXC - Free Report) Chicago, IL-based Exelon Corporation completed the previously announced separation of the power generation and competitive energy business, namely Constellation Energy Corp., into a separate entity, which will trade under the symbol “CEG”. Exelon retained the transmission and distribution utility business, which will continue to be called Exelon and trade under the symbol “EXC”. The separation was completed on Feb 1, 2022.
EXC is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 15.33; value investors should take notice.
Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.00 to $2.86 per share. EXC also boasts an average earnings surprise of +8%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, EXC should be on investors' short list.
CHICAGO--(BUSINESS WIRE)--Exelon today announced that approximately $13 million will be returned to natural gas customers in the form of refunds and lower long-term costs, following the successful resolution of a multi-year federal pipeline rate case that would have increased natural gas delivery costs for customers. Exelon's advocacy also helped avoid more than $12 million annually in additional costs that would have otherwise been passed on to customers. Customers of three Exelon operating co.
CHICAGO--(BUSINESS WIRE)--Beginning June 1, the average monthly residential customer bill in the ComEd service territory is expected to increase by $2 to $3 a month as a result of the annual PJM Interconnection capacity auction held last year. Rising capacity costs reflect a growing imbalance between rising energy demand and available generation, which is also driving up wholesale energy prices. These charges, which appear in the supply section of ComEd's customers' monthly bill, are not ComEd.
Ferrero’s Franklin Park facility saves $777,000 in annual energy costs through ComEd Energy Efficiency (EE) Program
CHICAGO--(BUSINESS WIRE)--ComEd and Ferrero today celebrated significant energy savings, sustainability achievements and partnership through the award-winning ComEd Energy Efficiency (EE) Program. Through energy-saving projects and operational improvements at its Franklin Park, Ill. manufacturing facility that began in 2020, Ferrero has saved nearly 8.5 million kilowatt-hours (kWh) of electricity, resulting in annual energy-bill savings of $777,000. These energy savings also have an equal environmental impact to planting more than 2,800 acres of trees or removing more than 680 gas-powered cars from the road for one year.
“Ferrero is a great example of the value of making energy efficiency an ongoing business priority,” said Gil Quiniones, ComEd’s President and CEO. “ComEd is eager to work with local businesses to establish long-term operational improvements and support their financial and sustainability goals.”
In addition to savings from reduced energy use, Ferrero received $366,000 in incentives from ComEd for completing energy saving projects such as comprehensive lighting and temperature control enhancements. These incentives help offset the costs of EE improvements, which helps Ferrero manage overall operational costs. Ferrero’s participation in the ComEd EE Program reflects a collaborative, long-term commitment to energy management and sustainability.
“As a manufacturer and an employer in this community, we take our responsibility seriously,” said Robert Po, Plant Manager of Ferrero’s Franklin Park facility. “Improving energy performance at Franklin Park helps reduce emissions while also strengthening the efficiency and resilience of our operations.”
Ferrero took advantage of a key component of the ComEd EE Program for commercial customers, the Strategic Energy Management (SEM) offering. Through SEM, Ferrero received a free assessment of its facility equipment and operations to identify energy-saving opportunities. This was followed by employee training to embed smart energy practices into day-to-day operations.
“Congratulations to Ferrero for this well-deserved recognition. As a best-in-class manufacturer, Ferrero is leading the way on energy management and sustainability, while producing iconic brands beloved by families across the globe,” said Mark Denzler, president & CEO of the Illinois Manufacturers’ Association. “We applaud ComEd for their commitment to work with manufacturers across Illinois to reduce their environmental impact and lower energy costs, helping them achieve operational excellence and continued community investment.”
Since its launch in 2008, the ComEd EE Program has saved customers a total of over $13 billion on their energy bills and reduced electricity consumption by nearly 112 million megawatt-hours (MWh). These savings are comparable to preventing nearly 84 billion pounds of carbon emissions that contribute to climate change, which is the equivalent of planting 38 million acres of trees.
"On behalf of the Village of Franklin Park, I join ComEd in applauding Ferrero's efforts in energy efficiency and sustainability which will have an important benefit for our town," said Irene Avitia, Trustee for the Village of Franklin Park. "By implementing lighting and facility improvements, Ferrero was able to help reduce emissions in our community. I congratulate them on their continued commitment to utilizing sustainable practices that will help protect our planet."
Business customers that use more than 5,000 MWh of electricity annually can take advantage of the ComEd EE Program’s SEM offering by visiting ComEd.com/SEM. All customers can explore ComEd’s full range of energy management programs at ComEd.com/WaysToSave.
About ComEd
ComEd is a unit of Chicago-based Exelon Corporation (NASDAQ: EXC), a Fortune 200 company and one of the nation’s largest utility companies, serving more than 10.7 million electricity and natural gas customers. ComEd powers the lives of more than 4.2 million customers across northern Illinois, or 70 percent of the state’s population. For more information, visit ComEd.com, and connect with the company on Facebook, Instagram, LinkedIn, X and YouTube.
About Ferrero
Ferrero began its journey in the small town of Alba in Piedmont, Italy, in 1946. Today, it is one of the world’s largest sweet-packaged food companies, with over 35 iconic brands sold in more than 170 countries. The Ferrero Group brings joy to people around the world with much-loved treats and snacks, including Nutella®, Kinder®, Tic Tac® and Ferrero Rocher®. More than 50,000 employees are passionate about helping people celebrate life's special moments. The Ferrero Group’s family culture, now in its third generation, is based on dedication to quality and excellence, heritage, and a commitment to the planet and communities in which we operate.
Exelon is undervalued and positioned for consequential growth amid a rapidly expanding electric transmission demand cycle. My DCF and comps analyses indicate a fair value of $51.74 per share, reflecting nearly 10% upside from current levels. EXC's forward capex plan, especially the Brandon Shores investment, aligns with regulatory and data center-driven demand catalysts.
CHICAGO--(BUSINESS WIRE)--The Exelon Foundation has added two new companies to the Climate Change Investment Initiative (2c2i) portfolio—Blackcurrant AI and Natrion—each tackling different, but critical, energy innovations and positioned to scale as demand for more efficient, lower-cost energy solutions grows.
Now in its seventh year, 2c2i is continuing to invest in early-stage companies building practical solutions with both strong commercial potential and the ability to deliver meaningful climate and community impact. The program focuses on companies doing work that will benefit one or more of Exelon’s six major markets—Atlantic City, Baltimore, Chicago, Philadelphia, Washington, D.C., and Wilmington—and investing in solutions that:
Reduce greenhouse gas emissions Boost the resiliency of urban infrastructure (e.g., the power grid, transportation systems, buildings, vacant land) against flood, stormwater and rising temperatures Help communities adapt to climate change Advance local sustainability goals “Exelon is excited to continue growing the 2c2i portfolio with the addition of these two companies that have developed innovative climate solutions that will benefit the communities we serve,” said Sunny Elebua, Exelon’s Chief Strategy and Sustainability Officer. “Helping companies scale up and bring new tools and technologies to market is critical as we work to lead the energy transformation while keeping customer bills as low as possible.”
Reimagining battery performance for electrification: Natrion
Natrion is a growing company that is developing advanced battery components designed to improve energy storage system safety, cost efficiency, and longevity.
By improving battery performance and lowering system costs, Natrion’s technology has the potential to enhance the affordability and return on investment of energy storage and electrification projects — helping make solutions like solar, electric mobility, and distributed energy systems more economically viable. Over time, these efficiencies can support lower-cost energy solutions for customers while accelerating adoption of cleaner technologies.
With a growing presence in the Chicago region, Natrion’s work supports increased solar deployment and broader adoption of electrified technologies — positioning the company to benefit from accelerating demand for safe, cost-effective battery innovation.
Modernizing energy decision-making: Blackcurrant AI
Blackcurrant AI, based in Chicago and an NVIDIA Inception company, is building a platform to simplify decisions for large energy users, who are increasingly faced with fragmented data, slow procurement processes, and complex financial tradeoffs. Its software enables companies to model and evaluate speed-to-power for AI infrastructure — from site selection and rate negotiation to fuel and equipment procurement.
As AI workloads reshape grid planning, platforms like Blackcurrant are increasingly critical and well positioned to grow. Operators are racing to stand up gigawatts of AI capacity while distinguishing viable sites from grid liabilities, and they need scalable software tools to move efficiently and make cost-effective decisions.
Applications now open
The Exelon Foundation is now accepting new applications for investment. Startups developing innovative clean energy and climate solutions are encouraged to apply through September 2026.
More information about the application and previous investees is available at exeloncorp.com/2c2i.
Exelon remains committed to investing in clean energy and sustainability-focused groups with a $20 million commitment to support innovative startups. 2c2i continues to pave the way for groundbreaking technologies that will help mitigate climate change and create a sustainable future for all.
The Exelon Foundation would like to recognize law firm sponsor, Katten, which is providing in-kind legal services in support of the 2c2i program climate investments.
CHICAGO--(BUSINESS WIRE)--ComEd today announced it exceeded $10 billion in Renewable Energy Credits (RECs) under contract at the end of 2025 – an investment that is helping expand access to clean energy, support lower energy costs over time, and deliver environmental benefits for customers across Illinois. The milestone is equivalent to 383 million megawatt-hours of new renewable energy produced in Illinois. Distributed energy resources (DER) like rooftop solar have reached 1.7 gigawatts (GW) o.
ComEd today announced the launch of the ComEd Breweries Pilot, a new energy efficiency program designed to help breweries, distillers, and wineries reduce ener
Today, ComEd, together with its community partners, announced $2.5 million in new bill assistance that will soon be available to help eligible business custome
