Company Updates

Powell Industries Q4 Earnings Review: Margins Hit Records While Growth Catches a Breath

Record margins, a bigger cash pile and a utility-heavy backlog give Powell a solid setup for 2026 despite softer oil and petrochem.

Dec 10 • George Atuan, CFA

KINS Q3 2025 Earnings: Record Profit, Higher Guidance, Stock Goes Nowhere

The insurer delivered another strong quarter, yet its stock barely budged amid an extreme fear market.

Nov 14 • George Atuan, CFA

DXP Enterprises Q3 2025: Overreaction Creates Opportunity

A noisy quarter, a calm setup: why the 20% selloff says more about fear than fundamentals

Nov 11 • George Atuan, CFA

The Need for Speed: From Home Wi-Fi to Celestica’s 800G Advantage

How Celestica (CLS) is riding the shift from 400G to 800G and soon 1.6T, why Nvidia–OpenAI–Oracle’s billion-dollar triangle matters for its growth, and…

Sep 24 • George Atuan, CFA

Oil-Dri (ODC): Up 57% in 5 Months, Record Quarter & Why I Sold

Up 57% in 5 Months, Hitting My Target Price and Posting Record Quarterly Results. Why I’m Still Closing the Position

Sep 17 • George Atuan, CFA

KINS Q2: Profits, protection, and a bigger plan

Record EPS, stronger reinsurance, higher guide: I’m still holding

Aug 20 • George Atuan, CFA

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