Merion Road Capital Management, an investment advisor, released its Q2 2026 Investor Letter. A copy of the letter can be downloaded here. Merion Road’s long-only large-cap portfolio increased 3.9% in the quarter, with YTD performance remaining flat. Despite underperforming the S&P, the strategy focuses on established industrial companies with strong growth potential and attractive cash […]

FEI secures $18 million in aerospace contract awards, including an $11 million satellite program deal and $7 million in follow-on production orders.

Qualcomm, Intuitive Surgical and Stryker lead today's top analyst reports, spotlighting growth drivers, strategic initiatives and ongoing challenges.

Record $111 million backlog signals strong growth ahead despite fiscal 2026 transition challenges.

QUALCOMM is expanding beyond smartphones with growth in automotive, edge AI and data centers, but competition and weak China demand remain key challenges.

FEI incurs a fiscal Q4 loss per share amid restructuring and upfront investments, while record backlog, strong bookings and reaffirmed three-year financial targets pointed to future growth.

This tech stock reported financial results yesterday, and investors didn't like what they heard.

Moby summary of Frequency Electronics, Inc.'s Q4 2026 earnings call

Despite a revenue dip, Frequency Electronics Inc (FEIM) sets ambitious growth targets and capitalizes on a record backlog.

Frequency Electronics (NASDAQ:FEIM) said it expects to return to growth in fiscal 2027 after what management described as a year of “digestion,” citing a record funded backlog, strong bookings and expanding demand across space and defense markets. On the company’s fourth-quarter fiscal 2026 earning