Industrials Earnings Report — 2026-09-04 to 2026-10-19

25 most recent Industrials earnings

1. Oct 19, 2026, 7:00 AM ET·CBZ·Industrials

   CBIZ — Third Quarter 2026 Earnings Summary

   CBIZ INC

   Q3 2026 net income rose 56.7% year-over-year to $47.2 million (GAAP diluted EPS $0.79, +64.6%), while total revenue increased 1.2% to $702.2 million; Q3 gross margin expanded to 16.2% from 13.0% in the prior year. The Company announced a definitive all-cash merger agreement with an affiliate of Grant Thornton backed by New Mountain Capital, valuing CBIZ at $5.0 billion ($55.00 per share), with completion expected in Q4 2026 subject to regulatory and shareholder approvals. Due to the proposed transaction, CBIZ will not provide full-year 2026 financial guidance and will not host a conference call; the company will become a private entity upon closing, resulting in delisting from the NYSE. Nine-month 2026 net income grew 12.2% to $218.6 million (GAAP diluted EPS $3.62, +18.3%), driven in part by a $57.9 million gain from the finalization of the Marcum Transaction, though Adjusted EBITDA for the period declined 1.2% year-over-year to $479.3 million. Corporate and Other segments reported a net loss of $238.3 million for the nine months ended September 30, 2026, while the debt-to-equity ratio improved to 66.8% as of September 30, 2026, down from 75.5% at year-end 2025.

2. Oct 15, 2026, 4:23 PM ET·JBHT·Industrials

   J.B. Hunt Transport Services, Inc. — Third Quarter 2026 Earnings Summary

   HUNT J B TRANSPORT SERVICES INC

   Total operating revenue rose 20% year-over-year to $3.68 billion, while net earnings increased 3% to $172.4 million ($1.82 diluted EPS), though operating margins contracted to 6.7% from 7.9% due to elevated purchased transportation and insurance costs. Segment performance was mixed: Intermodal revenue and operating income grew 20% and 18% respectively, and Integrated Capacity Solutions turned profitable with a 57% revenue surge, while Dedicated Contract Services and Final Mile Services saw operating income declines of 22% and 76%. Capital allocation included $174 million in share repurchases during the quarter, reducing outstanding debt to $1.12 billion, while net capital expenditures for the first nine months dropped 41% to $291.1 million. Management reaffirmed a full-year 2026 effective tax rate expectation of approximately 24.0% and expressed confidence in its strategy to drive long-term profitable growth despite industry-wide cost pressures.

3. Oct 15, 2026, 4:07 PM ET·NTRP·Industrials

   NextTrip — Fiscal Second Quarter 2027 Earnings Summary

   NEXTTRIP INC

   Second-quarter revenue declined approximately 28% year-over-year to $546,687, while six-month revenue increased 122% to $1,998,422; deferred revenue reached $1.2 million driven by cruise bookings, though full operating expenses and net loss remain undisclosed pending the Form 10-Q. Management expects fiscal 2027 second-half activity to strengthen as the company shifts from platform integration to commercialization, with projected calendar-year 2026 Samsung U.S. programmatic advertising revenue expected to nearly double versus 2025 following a 668% monthly revenue increase post-partner transition. Strategic milestones include the substantial completion of the JOURNY TV and GoUSA TV consolidation, the planned third-quarter commercial rollout of NextTrip Pro, and the anticipated third-quarter revenue contributions from YADA Commerce and NextTrip LIVE initiatives. JOURNYGO completed its beta phase with broader platform deployments scheduled for the third quarter, while the company maintains a $5 million pipeline of potential media and sponsorship opportunities and reports a high-value demographic with 36% of viewers in households earning $200,000 or more.

4. Oct 15, 2026, 7:41 AM ET·MAN·Industrials

   ManpowerGroup — Third Quarter 2026 Earnings Summary

   MANPOWERGROUP INC

   Q3 2026 revenues rose 4.4% year-over-year to $4.84 billion, while net earnings surged to $34.1 million ($0.71 per share) from $18.0 million in the prior year; adjusted Q3 EPS reached $1.01. The company provided Q4 2026 diluted EPS guidance of $1.03 to $1.13 and expects a 44% effective tax rate, citing 2026 as an inflection point with improving demand and strong execution. Significant capital structure changes occurred in the first nine months, including a reduction in total debt to $1.10 billion from $1.68 billion and $87.5 million in proceeds from the sale of subsidiaries, including the Jefferson Wells U.S. business. Leadership transition is scheduled for January 1, 2027, with Jonas Prising moving to Executive Chair and Becky Frankiewicz assuming the role of CEO.

5. Oct 15, 2026, 7:24 AM ET·PLUG·Industrials

   Plug Power — Third Quarter 2026 Earnings Summary

   PLUG POWER INC

   Q3 2026 net cash usage reached a record low of approximately $28 million, with the company ending the quarter with $134 million in cash and cash equivalents after raising no proceeds from equity or debt capital raises. Revenue growth is expected to exceed 10% year-over-year in Q3 2026, maintaining the trajectory to achieve full-year 2026 revenue growth guidance of 15% to 16%. Management anticipates continued improvement in Q4 2026 net cash usage while focusing on operating leverage and capital expenditure management, alongside a pipeline of commercial commitments valued at approximately $8 billion. Significant project execution progress includes securing a 280 MW GenEco supply agreement in Denmark, a 50 MW order in Australia, and advancing FEED for a 275 MW ammonia project in Canada. While gross margins have improved over the past two quarters, the company acknowledges risks related to project delays, input costs, and its historical net losses, noting potential future capital needs.

6. Oct 14, 2026, 4:11 PM ET·ETS·Industrials

   Elite Express Holding Inc. — Third Quarter 2026 Earnings Summary

   ELITE EXPRESS HOLDING INC

   Q3 2026 revenue rose 20.9% year-over-year to $766,422, while gross margin expanded significantly to 12.5% from 1.1% in the prior period; however, net loss widened to $760,138 from $185,881 due to a 570.9% surge in general and administrative expenses. The nine-month period through August 31, 2026, showed revenue growth to $2.29 million but a substantial increase in net loss to $3.40 million from $498,484, driven by $2.15 million in R&D costs and higher operating expenses. Strategic capital activities included $1.9 million in new third-party loans at 5% interest, extension of original loan maturities to November 30, 2026, and a transition to public company status which increased compliance and audit costs. Balance sheet strength improved with cash and cash equivalents rising to $3.00 million and total stockholders' equity increasing to $17.79 million, while loans receivable grew to $11.55 million. Fixed revenue increased to $216,230 following the renewal of the ISP agreement with FedEx, though activity-based revenue share declined to 71.2% from 75.4% year-over-year.

7. Oct 14, 2026, 2:38 PM ET·AYR·Industrials

   Aircastle — Q2 2026 Earnings Summary

   AIRCASTLE LTD

   Total revenues increased 24% year-over-year to $283 million in Q2 2026, driven by a significant rise in maintenance revenue ($43 million vs. $10 million) and gains on asset dispositions ($38 million vs. $24 million), while Adjusted EBITDA declined 6% to $247 million. Net income available to common shareholders rose 36% to $64 million for the quarter, though six-month net income fell 4% to $103 million; the company redeemed all 400 Series A Preference Shares and increased dividends to $102 million for the first half of the year. Management maintains a confident outlook citing strong travel demand and constrained supply supporting lease rates, with ample liquidity of $2.8 billion as of October 1, 2026, and a disciplined capital deployment strategy focused on profitability. Fleet activity included the acquisition of 5 aircraft for $269 million and the sale of 11 aircraft for $243 million in the quarter, resulting in a fleet utilization rate of 97.4% (down from 99.7% YoY) due to a customer cessation and redelivery timing.

8. Oct 14, 2026, 7:56 AM ET·FAST·Industrials

   Fastenal — 2026 Third Quarter Earnings Summary

   FASTENAL CO

   Net sales grew 15.5% year-over-year to $2,463.3 million for the quarter, driving a 19.7% increase in net income to $401.6 million and a 20.2% rise in operating income to $530.8 million. The company returned $328.4 million to shareholders via dividends and share repurchases (81.8% of net income) while reducing total debt to $100.0 million from $195.0 million in the prior year. Strategic outlook for 2026 includes elevated capital investment ($310.0–$330.0 million) for IT, trucking, and the Atlanta hub replacement, with a target of signing 27,000 to 29,000 weighted FASTBin and FASTVend devices. Growth was driven by a 20.2% surge in heavy manufacturing sales and a 18.8% increase in contract sales, though gross margin was pressured by 50 basis points from a shift toward larger customers and 30 basis points from price/cost factors.

9. Oct 13, 2026, 4:16 PM ET·AZZ·Industrials

   AZZ Inc. — Fiscal Year 2027 Second Quarter Earnings Summary

   AZZ INC

   Total sales increased 16.7% year-over-year to $486.9 million, driven by higher volumes and average selling prices across Metal Coatings (+22.9%) and Precoat Metals (+11.5%), while adjusted diluted EPS rose 29.0% to $2.00. Fiscal Year 2027 guidance was raised across all key metrics: sales to $1.825–$1.875 billion, adjusted EBITDA to $380–$420 million, and adjusted diluted EPS to $7.00–$7.30. The company completed the $57.5 million acquisition of Seattle Galvanizing and returned $20.0 million to shareholders via stock repurchases, alongside a 20% dividend increase to $0.24 per share. Operating cash flow surged 76.1% year-over-year to $102.8 million, supporting a net leverage ratio of 1.3x and a full-year debt reduction projection of $100–$140 million.

10. Oct 13, 2026, 6:57 AM ET·EMR·Industrials

    Emerson Electric Co. — Fiscal Year 2026 Q3 Earnings Summary

    EMERSON ELECTRIC CO

    Q3 FY2026 net sales reached $4,873 million, while diluted EPS was revised to $1.28 and adjusted diluted EPS was $1.71; year-to-date diluted EPS for the nine months ended June 30, 2026, was $3.46 with adjusted diluted EPS of $4.72. Full-year FY2025 net sales totaled $18,016 million and adjusted diluted EPS was $6.01, compared to $17,492 million and $5.35 respectively in FY2024. Financial results for FY2025 and FY2026 were revised due to the adoption of mark-to-market accounting for pension plans, resulting in a downward revision of $29 million to FY2025 pretax earnings and upward revisions of $2 million (Q3 FY2026) and $8 million (YTD FY2026). No forward guidance, segment-specific performance data, or strategic M&A announcements were included in the report.

11. Oct 13, 2026, 6:11 AM ET·ENVX·Industrials

    Enovix Corporation — Q3 2026 Earnings Summary

    ENOVIX CORP

    Q3 2026 preliminary revenue reached $11.0 million, a 38% year-over-year increase that exceeded the $9.0–$10.0 million guidance range, marking six consecutive quarters of growth. GAAP net loss per share improved to $0.19 from $0.26 in Q3 2025, while the company executed $6.2 million in stock repurchases and maintained $512 million in cash. The defense and industrial pipeline grew 18% to $216 million, with Q4 orders already exceeding total Q3 revenue, driven by 70% of revenue from drone and defense segments. Strategic initiatives include a $19 million investment to double Korean manufacturing capacity, new executive appointments to drive revenue and supply chain, and expected cost reduction plan results in the final Q3 report.

12. Oct 9, 2026, 1:05 PM ET·ARTW·Industrials

    Art's Way Manufacturing — First Nine Months of Fiscal 2026 Earnings Summary

    ARTS WAY MANUFACTURING CO INC

    Consolidated sales rose 12.3% year-over-year to $20.11 million for the nine months ended August 31, 2026, though third-quarter sales fell 12.7% to $5.615 million; net income dropped to $230,000 from $1.68 million in the prior period, with a $140,000 net loss recorded in the third quarter. The nine-month net income decline is primarily attributable to a non-recurring $1.154 million Employee Retention Credit received in fiscal 2025; gross profit margins contracted by 2.1 percentage points to 27.9% while operating expenses rose to 25.1% of sales. Management forecasts strong future performance driven by a record backlog in the Modular Buildings segment expected to sustain operations through fiscal 2027, despite facing margin pressure from steel prices rising over 40% and increasing oil costs. Agricultural Products sales increased 12.4% year-over-year to $19.147 million, supported by strong demand for livestock equipment, while the company maintains elevated inventory levels of beet and manure spreading equipment to address potential demand spikes.

13. Oct 9, 2026, 7:24 AM ET·HOVR·Industrials

    Horizon Aircraft — Fiscal 2027 Q1 Earnings Summary

    NEW HORIZON AIRCRAFT LTD

    Cash reserves exceeded $70 million as of August 31, 2026, with management projecting sufficient liquidity to fund operations for at least the next 24 months. The full-scale Cavorite X7 demonstrator is on track for completion in Q1 2027, with initial ground, taxi, and flight testing scheduled to begin in early calendar 2027. The company holds letters of intent totaling over $1 billion, representing up to 200 aircraft purchases and 5 leases, while significantly increasing R&D spending relative to G&A. No specific revenue, net loss, or earnings per share figures were disclosed; risks include potential capital raises, regulatory changes, and certification execution.

14. Oct 9, 2026, 6:30 AM ET·DAL·Industrials

    Delta Air Lines — September Quarter 2026 Earnings Summary

    DELTA AIR LINES INC

    Reported September quarter GAAP operating revenue of $20.2 billion (up 21% YoY) and adjusted EPS of $1.72; full-year 2026 EPS guidance remains $5.10 to $5.60 with expected free cash flow of approximately $2.5 billion. Adjusted operating margin reached 9.4% despite a 62% YoY increase in fuel expenses to $4.1 billion, while adjusted net debt decreased $950 million to $13.4 billion. Management expects December quarter 2026 total revenue to grow ~20% YoY with EPS guidance of $1.15 to $1.65 and operating margins between 7% and 9%. Strategic initiatives include a new Hyatt loyalty partnership, delivery of 13 aircraft, expansion of five international routes for 2027, and a plan to pay down over $2 billion of debt in 2026.

15. Oct 8, 2026, 4:27 PM ET·PKE·Industrials

    Park Aerospace Corp. — Second Quarter 2027 Earnings Summary

    PARK AEROSPACE CORP

    Net sales for the second quarter rose 27% to $20.79 million year-over-year, while net earnings and adjusted EBITDA more than doubled to $4.53 million and $5.29 million, respectively. Full-year-to-date net sales increased 23% to $39.10 million with net earnings reaching $8.07 million, supported by gross profit margin expansion to 34.3% and SG&A reduction to 11.6% of sales. Balance sheet strength improved significantly, with cash and marketable securities increasing to $114.75 million and shareholders' equity rising to $162.73 million as of August 30, 2026. No changes to future financial guidance, strategic M&A activity, or capital return programs were disclosed in the summary.

16. Oct 8, 2026, 8:10 AM ET·BYRN·Industrials

    Byrna Technologies — Fiscal Third Quarter 2026 Earnings Summary

    BYRNA TECHNOLOGIES INC

    Net revenue declined 46% year-over-year to $15.3 million in Q3 2026 due to slower e-commerce sales and reduced dealer reorder activity, resulting in a net loss of $(2.9) million compared to $2.2 million net income in the prior year period. Adjusted gross margin improved to approximately 65% from 60% in Q3 2025, driven by manufacturing efficiency and a shift to higher-margin products, though reported gross profit included a one-time $2.3 million tariff refund. Management anticipates sequential improvement and inventory normalization ahead of the holiday season, supported by refreshed marketing programs, an expanding creator network, and an expanded dealer base. Strategic initiatives include the completed acquisition of HERO Defense Systems, the transition to outsourced ammunition production which boosted margins by 1,200 basis points, and the launch of a refurbished product channel. The company maintains a focus on international and professional market expansion while managing liquidity with $9.4 million in cash and marketable securities as of August 31, 2026.

17. Oct 7, 2026, 4:05 PM ET·RGP·Industrials

    Resources Connection — First Quarter Fiscal 2027 Earnings Summary

    RESOURCES CONNECTION INC

    Revenue declined 18.4% year-over-year to $98.1 million on a same-day constant currency basis, while gross margin contracted to 37.4% from 39.5% due to lower consultant utilization and a 70 basis point decline in the pay/bill ratio. The company reported a net loss of $8.0 million ($0.23 per share) compared to a $2.4 million loss ($0.07 per share) in the prior year, with adjusted EBITDA turning negative to $(3.6) million from $3.1 million previously. Management confirmed Q1 results fell within previously communicated revenue and margin ranges, citing lower project volume and cautious client decision-making as primary drivers for the decline in billable hours across all segments. Strategic initiatives focus on strengthening sales execution, improving staffing utilization, and reducing the cost structure, with SG&A expenses improving to $40.3 million adjusted from $44.5 million in the prior year quarter. The company maintains a cash position of $61.2 million with $24.1 million of borrowing capacity available, while continuing to pay a quarterly dividend of $0.07 per share.

18. Oct 7, 2026, 8:00 AM ET·SPAI·Industrials

    Safe Pro Group Inc. — Q3 2026 Earnings Summary

    SAFE PRO GROUP INC

    Q3 2026 preliminary revenue is projected to exceed $2.5 million, marking a 2,300% year-over-year increase and an 88% sequential rise, while nine-month revenue is expected to surpass $5.0 million (a 1,200% year-over-year increase). The company maintains significant cash reserves with no long-term debt, supported by high-margin growth from government contracts totaling over $5 million year-to-date, including specific awards from the U.S. Army and Department of State. Strategic priorities for Q4 2026 and 2027 focus on scaling patented AI deployments across U.S. government branches and allies, with revenue drivers including autonomous vehicle integration and edge-processing systems. Preliminary financial data remains unaudited and subject to change, with risks noted regarding limited operating history, potential government contract delays, and reliance on third-party providers like AWS.

19. Oct 5, 2026, 4:06 PM ET·SERV·Industrials

    Serve Robotics — Q2 FY2026 Earnings Summary

    SERVE ROBOTICS INC

    Q2 FY2026 revenue reached $3.2 million, a 404% year-over-year increase from $0.6 million, while full-year FY2026 revenue guidance stands at $9–$10 million. The company maintains a strong liquidity position with $240 million in cash and marketable securities as of June 30, 2026, supporting projected FY2026 non-GAAP operating expenses of $140–$150 million. Strategic expansion includes the deployment of over 2,100 robots across 44 U.S. cities, new partnerships with DoorDash and Grubhub, and the acquisition of Vebu to enhance kitchen integration capabilities. Future outlook focuses on scaling Gen3 robot production via Magna International, targeting over 50% recurring revenue through subscription migration, and optimizing fleet utilization to improve unit economics.

20. Oct 1, 2026, 7:20 AM ET·AYI·Industrials

    Acuity Inc. — Fiscal 2026 Earnings Summary

    ACUITY INC (DE)

    Fiscal 2026 net sales rose 6.8% year-over-year to $4.6 billion, while diluted EPS surged 36.1% to $17.05 and adjusted diluted EPS increased 10.5% to $19.90; Q4 2026 diluted EPS grew 56.0% to $5.63. Segment performance diverged with Acuity Intelligent Spaces driving growth (44.8% full-year sales increase) and operating profit up 145.1%, whereas Acuity Brands Lighting saw a 1.0% sales decline despite a 5.6% operating profit increase. Capital allocation included $287.2 million in share repurchases, an 18% dividend increase, and $200 million in term loan repayments, contributing to a 40.3% year-over-year rise in free cash flow to $747.9 million. Management outlined a strategy to aggressively deploy capital into new verticals and scale operations, though no specific numerical forward guidance was provided. Long-term debt decreased to $497.4 million from $896.8 million, and cash equivalents increased to $636.3 million, offset by $17.8 million in special charges related to facility impairment and portfolio initiatives.

21. Sep 29, 2026, 9:16 AM ET·CCL·Industrials

    Carnival Corporation — Q3 2026 Earnings Summary

    CARNIVAL CORP LTD

    Reported record net income of $1.9 billion and adjusted net income of $2.0 billion, with adjusted EBITDA reaching $3.0 billion, matching prior-year highs and exceeding June guidance by $110 million. Full-year 2026 guidance updated to reflect operational improvements in adjusted net income exceeding $150 million versus June estimates, driven by strong demand and cost discipline despite fuel headwinds. Capital return and balance sheet strengthening accelerated with $1.2 billion in share repurchases year-to-date, $204 million in quarterly dividends, and total debt reduced to $23.9 billion. Credit rating upgraded to investment grade by S&P, eliminating all secured debt, while 2027 and 2028 bookings remain at record levels supporting future yield growth.

22. Sep 28, 2026, 4:58 PM ET·AIR·Industrials

    AAR — First Quarter Fiscal Year 2027 Earnings Summary

    AAR CORP

    Consolidated sales rose 24% year-over-year to $918.0 million, while adjusted diluted EPS increased 38% to $1.49 and adjusted EBITDA grew 34% to $116.5 million. Full-year FY2027 sales growth guidance (excluding Legacy Commercial Programs) was upgraded to the low teens from low double-digits, with Q2 sales growth guided for 14%–16%. AAR entered a definitive agreement to acquire a 65% controlling interest in MRO Holdings to reshape its portfolio into an integrated Parts, Repair, and Software aviation aftermarket platform. Net debt decreased to $780.5 million from $950.0 million in the prior year quarter, resulting in a net leverage ratio of 1.81x.

23. Sep 25, 2026, 8:20 AM ET·ASTC·Industrials

    Astrotech Corporation — Fiscal Year 2026 Earnings Summary

    ASTROTECH CORP

    Revenue declined to $913,000 from $1,049,000 in the prior year, while net loss widened to $14.427 million from $13.850 million, resulting in a loss per share of $(8.49) versus $(8.32). Total operating expenses decreased 6% to $14.355 million, driven by a reduction in R&D expenses to $6.484 million, though SG&A expenses rose to $7.871 million. The Board approved a strategic initiative for future lunar resource development and infrastructure, including potential semiconductor manufacturing and advanced computing operations on the lunar surface. Management intends to convert pipeline opportunities into revenue growth in the new year, supported by $11.3 million in liquid assets and the recent launch of the Labrador ruggedized Handheld Gas Chromatograph.

24. Sep 23, 2026, 4:15 PM ET·NEOV·Industrials

    NeoVolta — Fiscal Year 2026 Earnings Summary

    NEOVOLTA INC

    Fiscal 2026 revenue rose 58% year-over-year to $13.3 million, though Q4 revenue fell to $13.5 thousand from $4.8 million; GAAP net loss widened to $21.5 million ($0.55/share) from $5.0 million, driven by credit provisions and inventory reserves. The company secured a five-year strategic collaboration with SK On for 9 GWh of U.S.-manufactured LFP cells (2027–2031) and a framework for an additional 9 GWh, while raising $48.4 million in financing activities and establishing a $20 million senior secured term loan facility. Production ramp-up at the Pendergrass, Georgia facility is scheduled for Q2 of fiscal 2027, with progress underway toward a second line targeting 8 GWh annual capacity by calendar year 2028. The company is transitioning from a residential focus to a multi-market platform, having received FEOC compliance confirmation for IRA Section 48E eligibility and expanded its commercial pipeline with a binding agreement with Infinite Grid Capital. Adjusted EBITDA for fiscal 2026 was $(12.8) million versus $(2.6) million in 2025, with capital allocation priorities for 2027 focused on funding the production ramp and second line investment.

25. Sep 23, 2026, 8:41 AM ET·PAYX·Industrials

    Paychex — First Quarter Fiscal 2027 Earnings Summary

    PAYCHEX INC

    Total revenue grew 6% year-over-year to $1.63 billion, while diluted EPS rose 14% to $1.21 and adjusted diluted EPS increased 10% to $1.34. Fiscal 2027 guidance was partially raised for PEO and Insurance Solutions revenue growth (7% to 8% vs. prior 6% to 7%) and interest on funds held ($200M–$210M vs. prior $195M–$205M), while other revenue and margin targets remained unchanged. PEO and Insurance Solutions revenue surged 12% to $367.6 million, driven by growth in worksite employees and insurance volumes, alongside the launch of the WISE Hire agentic recruiting solution. The company paid $1.19 per share in dividends ($424.1 million total) but made no share repurchases, contrasting with $160.1 million in buybacks during the prior-year quarter.