Research Feed
DHX Group: First-Time Segment Disclosure Reveals Two-Speed Company
DHI Group's FY2025 10-K (filed Feb 12, 2026) contains a material disclosure change: first-ever segment reporting separating ClearanceJobs and Dice. The numbers reveal a two-speed company with opposite factor exposures. ClearanceJobs is a 43% EBITDA margin cash cow ($23.7M on $54.9M revenue, +1% YoY)
LTRX: Drone Compute Platform Play Trading at Beat+Raise Discount
LTRX is a $220M small-cap supplying edge compute modules to US defense drone OEMs. Beat Q2 EPS by 33% ($0.04 vs $0.03), raised FY26 drone revenue guidance 60% (from $5-10M to $8-12M), and guided FY27 drones to 15-20% of revenue (~$20-30M). Stock down 13% since earnings despite beat+raise. Post-earni
Twin Disc: Management Declares Victory on Profitability, Market Says Prove It
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