FDX
2026 Q1Industrial
2w
Declined by over $70 million; margin contracted 250 basis points
Despite industry challenges, FedEx Freight's adjusted operating income declined significantly, reflecting ongoing pressure from the weak industrial economy and excess truckload capacity.
LEN
2025 Q3Industrial
2w
17.5%
Sales incentives rose to 14.3%, reducing gross margin to 17.5%, which was lower than expected on a lower-than-expected average sales price.
CNM
2025 Q2Industrial
4w
Down low double digits
Residential lot development slowed significantly in Q2, especially in Sunbelt markets, due to higher interest rates and affordability concerns.
KFY
2026 Q1Industrial
4w
19% year-over-year fee revenue growth
EMEA fee revenue was strong, growing 19% year-over-year, with growth in all solutions.
WOR
2026 Q1Industrial
1w
$304 million in Q1 sales
Sales increased 18% year-over-year, including $21 million from the Elgen acquisition, despite macroeconomic headwinds.