Tuesday, October 6, 2026

Analysts expect $2.22B, $1.95 EPS. RPM guides first-quarter sales and adjusted EBITDA growth in the mid-single-digit range. Full-year sales are guided up 3% to 7%. Adjusted EBITDA is guided up 5% to 10%. Last report: revenue was $2.23B, above the estimate. EPS was $1.89, above the $1.83 estimate. The stock rose 5.8%. Revenue exceeded estimates in four of the last five reports. EPS exceeded estimates in three of five. The company included a $700M buyback increase and a Nov 9 investor day. Watch inflation, $75M SG&A savings, and data-center demand.

Analysts expect $18.1 million revenue and a $0.09 loss per share. Last report revenue was $4 million, above estimate. The $0.54 loss was smaller than the $0.97 loss expected. Revenue beat twice and missed three times. No reports were in line. EPS beat in three of five. Since then, ChronoScale rebranded after a reverse merger with Applied Digital Cloud announced Feb 15, 2026. It began winding down exoskeletons under a June 4, 2026 restructuring. Going in: can the AI compute platform attract customers and secure GPU allocations and power?

Analysts expect $521M revenue and $0.77 EPS. The full-year FY2026 guide is 22% net sales growth and $2.60 EPS. On Jul 7, the last report showed $479M revenue and $0.84 EPS, above the $0.54 EPS estimate, with revenue 17.5% above the estimate; stock rose 25.1%. Revenue beat three of the last five estimates, with two misses and no in-line reports; EPS beat five of five. Management raised guidance, citing AI-driven demand and a growing backlog. Investors are watching Integrated Memory growth, Q4 gross margin pressure, and Advanced Computing's full-year range.

Analysts expect $3.14B in revenue and $0.92 EPS for Worthington Steel. Over the last five reports, revenue beat estimates three times and missed twice, while EPS beat three times. In the last report, revenue was $929M, 6.3% below the estimate, and EPS was $0.74 versus $0.73 expected; the stock fell 7.0%. The June 2026 Klöckner close added aluminum, stainless, long products, plate and fabrication. Management promised combined Worthington Steel and Klöckner results next quarter. Going in, watch transformer-core demand, Klöckner integration, and automotive market share gains.