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Enerflex Ltd. (EFX:CA) Q2 2026 Earnings Call Transcript
Werner Enterprises delivered strong 2Q26 results, with 24% revenue growth and significant operating margin expansion, signaling a turning trucking cycle. WERN's valuation remains unattractive; even with a robust recovery, the stock trades at 11–12x optimistic earnings, limiting upside while downside risk persists. Capital allocation is constrained; underinvestment and rising capex needs will limit shareholder distributions and require further leveraging of the balance sheet.
The administration will impose a minimum import price for polysilicon, a key component for semiconductors and solar panels, as well as tariffs for products made with the material.
Energy Fuels Inc. (EFR:CA) Q2 2026 Earnings Call Transcript
OceanaGold Corporation (OGC:CA) Q2 2026 Earnings Call Transcript
Fmr. Kansas City Fed Pres. Thomas Hoenig, joins 'Closing Bell Overtime' to talk his take from Fed Chairman Warsh's performance so far.
Kinaxis Inc. (KXS:CA) Q2 2026 Earnings Call Transcript
Finning International Inc. (FTT:CA) Q2 2026 Earnings Call Transcript
OR Royalties Inc. (OR:CA) Q2 2026 Earnings Call Transcript
Artificial intelligence was cited in 33% of July's job cuts, marking the fifth consecutive month AI topped reasons for workforce reductions.
Tenable Holdings remains a Buy as it adapts to AI-driven cybersecurity threats and maintains strong operational execution. TENB's profitability is accelerating, with GAAP operating margin reaching 4.6% and non-GAAP operating margin at 24.7%, despite slowing revenue growth. Adoption of Tenable One and integration with leading AI models (Anthropic, OpenAI) position TENB at the forefront of industry innovation.
The U.S. Commerce Department said on Thursday it will block exports of tungsten scrap and battery waste, part of a push to boost the domestic recycling industry and critical mineral production.
AtkinsRéalis Group Inc. (ATRL:CA) Q2 2026 Earnings Call Transcript
The large mortgage originator has been branching out from its core services by purchasing brokerage Redfin and Mr. Cooper, a mortgage servicer.
The Dow industrials led U.S. stocks to a lower close in a jittery session.
