Dole’s (DOLE) Revenue Climbs While Fruit Costs Squeeze Profits
Dole reported second-quarter revenue growth of 2.9% to $2.499 billion, though Adjusted EBITDA fell 14.8% to $116.8 million due to elevated fruit sourcing and shipping costs.
Ameresco’s (AMRC) Data Center Boom Masks A Cash Flow Problem
Ameresco reported record $1.8 billion in project awards and $6.73 billion backlog, but underlying cash flow deteriorated and net income declined year-over-year.
Acquisitions Are Doing More of the Work in Core & Main’s (CNM) Growth Story
Core & Main reported Q2 FY2026 revenue of $2.145 billion, up 2.5% year-over-year, with adjusted EPS increasing 8% to $0.94, though acquisitions drove much of the growth.
Herbalife (HLF) Bets $250M On Its Own Battered Stock
Herbalife announced a $250 million share buyback program across three years, citing strong free cash flow generation despite a battered balance sheet and stock trading in single digits.
AI Stocks Fell, but Workday and Adobe Jumped. A Favorite AI Disruption Trade Just Flinched
Workday and Adobe gained 2.5% to 3% as chip stocks declined following calls to slow frontier AI development, raising questions about whether established software platforms have more time to monetize AI features.
Edgewell’s (EPC) Margins Slip Even As North America Rebounds
Edgewell Personal Care reported third-quarter results showing organic sales growth and a North America rebound, but operating income fell sharply due to margin compression and elevated costs.