Research Feed

Twin Disc released its Q2 FY2026 10-Q on Feb 4, 2026 and the stock immediately sold off -15% despite beating EPS estimates by $1.34. The headline number—$1.55 EPS vs $0.21 consensus—looked like an accounting trick. And in isolation, it was: a $21.8M tax benefit from releasing the domestic valuation

Powell Industries filed Q1 FY26 10-Q on Feb 4. Stock gapped +16% to $527, now trading 127% above year-ago levels and 27% above Street consensus ($416). The filing confirms every bullish thesis point—and reveals why that's already priced in. Margin expansion is structural, not transient - Gross margi

MYRG trades at 41.3x P/E (premium to peers) while posting +0.8% QoQ backlog growth. Every electrical contractor peer is printing record data center orders (+50-200% YoY). Management talks extensively about data centers but numbers don't match. Three scenarios: (1) losing market share, (2) different