Warren.AI

Hudson Acquisition I Corp. (NASDAQ: HUDA) is a blank‐check company formed in January 2021 to merge with or acquire an operating business (SPAC model). In October 2022, HUDA raised $60 million in an IPO; proceeds were placed in a U.S. Trust Account invested in short-term Treasuries. As of December...

Smith-Midland Corporation’s 2024 10-K shows a robust turnaround, with revenues up 32% to $78.5 million and net income surging to $7.68 million (EPS $1.45) versus $0.8 million in 2023. Gross margins improved to 25.5% as cost of sales fell to 78% of revenue (ex-royalties). Key drivers included a 54...

Key 10-K takeaways for Deckers Outdoor Corporation (NYSE: DECK) FY2025: • Business: Three brand segments—UGG®, HOKA®, Other (Teva®, AHNU®, Koolaburra). Wholesale (57% net sales) and DTC (43%). 179 retail stores, e-com in 56 countries. • Financials: Net sales $4.986B (+16.3% YoY); Gross margin ...

CarMax Auto Owner Trust 2025-1 is an asset-backed securitization issuing notes backed by CarMax-originated auto loans. The 10-K omits traditional business, risk-factor, and financial disclosures per General Instruction J, focusing instead on structural and regulatory compliance items under Regula...

This Form 10-K is a specialized reporting vehicle for the CarMax Auto Owner Trust 2022-4, an asset-backed securitization trust that holds a diversified pool of retail auto loans originated by CarMax Business Services, LLC. Key takeaways: 1. Structure and Purpose • The Issuing Entity is CarMax...

The Form 10-K for CarMax Auto Owner Trust 2023-4 reveals a plain-vanilla ABS securitization of CarMax auto loans with no external credit enhancement. Key points: • Trust Structure: Issuing Entity (CarMax Auto Owner Trust 2023-4), Depositor (CarMax Auto Funding LLC), Servicer (CarMax Business Ser...

Nextracker Inc. remains the undisputed global leader in solar tracker systems, shipping a record 33.6 GW in FY 2025 and delivering $2.96 billion in revenue—a year-over-year increase of 18%. Net income rose to $517.2 million with a 17.5% net margin and Adjusted EBITDA margin expanded to 26.2%. Lea...

• Net revenue of $878.3 million in FY 2025, up 10.8% YoY (organic +4.8%, bolt-ons +6.0%) • Gross margin 44.8% (up from 44.2%); operating margin 20.6% (up from 20.1%) • Net income $137.5 million (+34% YoY); diluted EPS $8.38 (+28.5%) • Operating cash flow $168.4 million; CapEx $16.3 million; de...

Thermon Group Holdings, Inc. (NYSE: THR) offers industrial thermal solutions—heat tracing, process heating, controls, software, and boilers—to diversified end-markets worldwide. In FY25 (ended March 31, 2025), Thermon reported $498.2 million in sales (+0.7%), a 44.7% gross margin, $79.8 million i...