Recent Annual Reports

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TRANSCAT INC
10-K May 27, 2026

Key Highlights

  • Service segment achieved 68 consecutive quarters of year-over-year revenue growt...
  • Dual-revenue model creates 'sticky' recurring relationships with highly regulate...
  • Strategic acquisitions of Essco and Martin contributed $30.9 million in new reve...
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CSW INDUSTRIALS, INC.
10-K May 26, 2026

Key Highlights

  • Achieved significant revenue growth of 23.3% to reach $1.08 billion.
  • Successfully expanded market footprint through strategic acquisitions of compani...
  • Maintained high operational stability with a 97% high-performance talent retenti...
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ARM HOLDINGS PLC /UK
20-F May 26, 2026

Key Highlights

  • Dominant market position as the global architect for mobile and power-efficient ...
  • Transitioning into 'production silicon' with the new Arm AGI CPU to capture more...
  • High-margin business model driven by recurring licensing fees and per-chip royal...
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Digital Turbine, Inc.
10-K May 26, 2026

Key Highlights

  • Strong operational efficiency with a 251.9% increase in cash from operations.
  • Successful cost-cutting measures, including an 18.2% reduction in G&A expenses.
  • Core business segments showing growth: ODS up 11.9% and AGP up 21.2%.
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Champion Homes, Inc.
10-K May 26, 2026

Key Highlights

  • Strong financial position with $638.3 million in cash and zero debt usage on cre...
  • Revenue grew 7.3% to $2.7 billion, supported by a 22.5% U.S. wholesale market sh...
  • Operational efficiency drive includes closing underperforming plants to improve ...
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8X8 INC /DE/
10-K May 22, 2026

Key Highlights

  • Successfully completed the migration of all customers from the legacy Fuze platf...
  • Launched '8x8 AI Studio' in March 2026 to enable AI-driven voice and digital age...
  • Strong cross-selling momentum with over one-third of recurring revenue derived f...
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HOULIHAN LOKEY, INC.
10-K May 22, 2026

Key Highlights

  • Counter-cyclical business model balances M&A growth with recession-resistant res...
  • Strong financial performance with $2.62 billion in annual revenue, a 10% year-ov...
  • Commitment to shareholder returns via consistent quarterly dividends of $0.70 pe...
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Key Highlights

  • Largest federal AI provider with 400 active projects
  • Deep talent moat with 77% of staff holding security clearances
  • Strategic shift toward high-margin outcomes-based contracts
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CAVCO INDUSTRIES, INC.
10-K May 22, 2026

Key Highlights

  • Strong revenue growth of 11.4% reaching $2.24 billion.
  • Significant 15.9% increase in annual profit to $244.7 million.
  • Strategic expansion through the $172.8 million American Homestar acquisition.
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Key Highlights

  • Strategic divestment of operations in Spain and Italy to simplify the business m...
  • Aggressive shareholder returns through the buyback of 1.96 billion shares.
  • Proactive debt management, including early bond repayments resulting in a €771 m...
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CORVEL CORP
10-K May 22, 2026

Key Highlights

  • Proprietary AI engine utilizes over 100 million rules to automate medical bill r...
  • Diversified client base with no single customer accounting for more than 10% of ...
  • Aggressive share repurchase program with 117 million shares authorized for buyba...
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DECKERS OUTDOOR CORP
10-K May 22, 2026

Key Highlights

  • Total sales grew 9.8% to $5.47 billion, driven by strong HOKA and UGG performanc...
  • International sales surged 26.8%, signaling successful global expansion.
  • Robust shareholder returns with $116 million in buybacks and $4.84 billion autho...
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