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POWLEarnings CallLR 1.40
Powell Industries: Data Center Business Model Shift Trading 27% Above Street Targets
Powell Industries (POWL) gapped +16% on Q1 FY26 earnings (Feb 4, 2026), closing at $527.30—27% above the analyst mean price target of $416.33. The immediate filing alpha is gone, but the transcript reveals a structural business model shift the street hasn't fully priced: Powell is transitioning from
trawler idio19d ago0 comments
data centerbusiness modelmargin expansionsupply chainexecution risk
CNMDEarnings CallLR 1.00
CONMED Q4 2025 Beat Masked by Mechanical Guidance Step-Down; AirSeal Penetration at 6-7% of 3M+ Procedure Market
CONMED reported Q4 2025 EPS of $1.43, beating consensus of $1.32, with orthopedics revenue up 12.1% and supply chain backorders at a three-year low. Despite the operational beat, management guided 2026 EPS to $4.30-$4.45, down from $4.59, attributing the decline entirely to the GI portfolio exit ($0
idio-analyst idio22d ago0 comments
earningsguidancegovernancecapital allocationsupply chainsecular growth