Tracking John Rogers' Ariel Investments Portfolio - Q2 2026 Update
Ariel Investments' 13F portfolio rose to $10.03B in Q2 2026, with 27 core positions, each over 2% of assets. Read more on the portfolio here.
SeekingAlpha10 gün önceGNRC
Donaldson Exhibits Strong Prospects Despite Persisting Headwinds
DCI rides strong Mobile Solutions and Life Sciences growth, expands through acquisitions and raises shareholder returns despite pressure in Industrial Solutions.
Yahoo14 gün önceGNRC
NDSN Q3 Earnings Beat Estimates on Broad Organic Growth
Nordson tops Q3 earnings and revenue estimates as record sales across all segments, strong orders and a higher fiscal 2026 outlook fuel momentum.
Yahoo14 gün önceGNRC
TTEK Wins $49M Geospatial and Engineering Services Contract From NOAA
Tetra Tech's $49M NOAA contract expands its coastal resilience work, adding to a string of major deals secured in recent months.
Yahoo15 gün önceGNRC
Generac (GNRC) Stock Could Be Reasonable On Cash Flow Yet Stretched On Earnings
Generac Holdings has delivered an 84.8% gain over the past three years, yet the valuation picture is mixed, with the intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to upside while market multiples suggest the stock is not cheap. Generac Holdings shares are up 84.8% over three years, which puts extra focus on whether the current price already reflects investors' expectations. The long term case can benefit if the company converts revenue into steady cash flows and...
Yahoo15 gün önceGNRC
Zacks Industry Outlook Dover, Applied Industrial, Generac and Flowserve
Dover, Applied Industrial, Generac and Flowserve have been highlighted in this Industry Outlook article.
Yahoo15 gün önceGNRC
Generac (GNRC) Stock Sees Modest Fair Value Cut As Analysts Weigh Data Center Execution
The central fair value estimate for Generac Holdings has shifted from about US$290.27 to about US$283.88, giving investors an updated reference point for the stock. Recent analyst research clusters around this revised level. It reflects mixed views on how much of the data center and power resiliency story is already reflected in current pricing and how much hinges on future execution. As you read on, you will see how this evolving narrative can shape the way you track Generac Holdings over...
Yahoo15 gün önceGNRC
How Softer Fed Industrial Data At Generac Holdings (GNRC) Has Changed Its Investment Story
In the past week, Generac Holdings was affected by a Federal Reserve report showing slower-than-expected U.S. industrial production growth in July, which raised questions about near-term industrial and manufacturing activity. This macroeconomic signal hit a range of industrial and manufacturing-focused names at the same time, underscoring how sensitive Generac’s prospects can be to shifts in broader economic output and demand indicators. We’ll now examine how concerns over softer U.S...
Yahoo15 gün önceGNRC
Top Stock Picks for Week of August 17, 2026
An Oilfield Products Company and a Manufacturing Company Are Profiled.
Yahoo15 gün önceGNRC
Helios' Q2 Earnings & Revenues Beat Estimates, Increase Y/Y
Helios posted strong Q2 results, with higher sales, expanding margins and raised 2026 guidance signaling continued momentum.
Yahoo23 gün önceGNRC
Is Generac Holdings (GNRC) Outperforming Other Industrial Products Stocks This Year?
Here is how Generac Holdings (GNRC) and Zebra Technologies (ZBRA) have performed compared to their sector so far this year.
Yahoo25 gün önceGNRC
Generac (GNRC) Q2 2026 Earnings Call Transcript
Data center demand surges as C&I segment grows 29% and backlog hits $1.6 billion.
Yahoo27 gün önceGNRC