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Roivant Sciences Ltd. (ROIV)

Key Takeaways from Roivant Sciences Ltd. 2025 10-K: • Business Model & Vant Structure: Roivant spins out focused subsidiaries (Vants) around drug candidates/technologies, aligning incentives with Vant equity and leadership teams. • Diversified Pipeline: Late-stage assets include brepocitinib (Ph...

e.l.f. Beauty, Inc. (ELF)

**Company Overview** - e.l.f. Beauty, Inc. (NYSE: ELF) is a value-focused, clean, vegan and cruelty-free beauty company with five brands: e.l.f. Cosmetics, e.l.f. SKIN, Naturium, Well People and Keys Soulcare. - Distribution spans mass retailers (Target, Walmart, Ulta, Amazon), direct-to-consumer...

Norris Industries, Inc. (NRIS)

Norris Industries (OTC: NRIS) is a small oil & gas E&P company focused on shallow, under-the-radar fields in Texas. Its core assets include JV interests in Coleman County (Bend Arch Lion 1A & 1B), the Marshall Walden JV in Kilgore City, and 2,790 acres of Jack & Palo-Pinto County leases. NRIS rep...

XCel Brands, Inc. (XELB)

Xcel Brands is a brand management and licensing company with marquee names like Halston, Judith Ripka, and C Wonder. In 2023–2024, Xcel shifted to a capital‐light “licensing plus” model, outsourcing inventory risk and focusing on design, media, and royalties. Key partnerships include a 25‐year H...

Capri Holdings Ltd (CPRI)

Capri Holdings (NYSE: CPRI) is the parent of three luxury brands: Michael Kors, Jimmy Choo and Versace. In its FY 2025 10-K, the Company reported revenue of $4.442 billion (–14.1% YoY) and a net loss of $1.182 billion, driven by a 2025 interim impairment of $671 million, a soft luxury goods envir...

MONRO, INC. (MNRO)

Monro, Inc. operates 1,260 U.S. retail tire and auto repair stores, servicing 4.2 million vehicles in fiscal 2025. The company reported a 6.4% drop in sales to $1.195 billion, driven by a 5.3% decline in comparable store sales and fewer selling days. Gross margin compressed by 50 bps, and operati...

SONO TEK CORP (SOTK)

* Company: Sono-Tek Corp. (Nasdaq SOTK), world leader in ultrasonic coating systems serving electronics, medical, industrial and clean energy markets. * FY 2025 Results: $20.50 M sales (+4%), Gross Profit $9.74 M (47.5%), Net Income $1.27 M (EPS $0.08), Cash & Securities $11.93 M, No debt. * Key ...

VIASAT INC (VSAT)

Viasat (NASDAQ: VSAT) reported FY2025 revenues of $4.52B (+6% YoY) and a net loss of ~$540M. Operating cash flow was $908M, capex cut 33% to $1.0B. Strengths include a multi-band GEO fleet, vertical integration and diverse markets. Key risks: satellite anomalies (ViaSat-3 F1, I-6 F2), $7.2B debt ...

TRANSCAT INC (TRNS)

- Company: Transcat, Inc. (Nasdaq: TRNS) - Segments: Service (accredited calibration, lab services, compliance) and Distribution (sales/rentals of test & measurement instruments) - End markets: Life science, aerospace & defense, energy & utilities, industrial manufacturing - FY 2025 results: •...

Champion Homes, Inc. (SKY)

Champion Homes, Inc. is a leading North American factory-built housing producer reporting FY 2025 net sales of $2.48 billion and net income of $201.6 million ($198.4 million to shareholders). The company operates 43 U.S. and 5 Canadian manufacturing facilities under brands such as Champion, Genes...