Sunday, November 8, 2026

Perimeter Group: 3Q26 Business Recap

Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI supply in-house after Flexsys disruptions.

PRM $4.8B

Speedwell Memos 18h ago 1 click

18h ago PRM $4.8B

Perimeter Group 3Q26: A Decentralized Mini-Conglomerate

Speedwell Research 2 clicks

24h ago TIC $2.3B

Earnings Review: AMD, MELI, TIC, XPEL, ZTS

Rebound Capital 2 clicks

From X

@calvinblissett 57m ago

Calvin Blissett on X

@TeaBagCapital I think if they continue to stay below or go lower than Whole Foods they win. As someone who buys into all that health stuff $SFM has a much more relevant, comprehensive, niche selection of these trendy healthy items

@kab604 7h ago

kab60 on X

Soooo, trying to get updated on the mess that is Gildan... was the board perhaps correct in their assessment back in '23? $GIL https://t.co/jDpcgVsj9x

@aleabitoreddit 10h ago

Serenity on X

The two things I'm excited about are Gen G vs. T1... and new NASA's $10 Billion contract to begin settling on the moon. NASA selected: - $SPCX (SpaceX) - Blue Origin - $FLY (Firefly) - $LUNR (Lunar) - $LMT (Lockheed Martin Space) - $NOC (Northrop Grumman Space) - $VOYG (Voyager) - iSpace US to compete for future lunar delivery missions - $1.3B in launch and orbital transportation orders awarded to Arrow Science, Blue Origin, and Impulse Space. - $94 million for Blue Origin to deliver NASA's nuclear powered PROMISE rover - Existing CLPS 1 contract ceiling raised from $2.6B to $4.2B. - NASA also announced awards to Honeybee Robotics, a Blue Origin company, $RDW for a lunar power and communications tower

@leevalueroach 15h ago

Lee Roach on X

@dividendology Probably $RYN. Tech would be too hard as it’s ever changing. Land and timber have stood the test of time and at this valuation you are not paying a crazy premium.

@blondesnmoney 21h ago

Cluseau Investments on X

Avis Budget has such poor service the entire company is run like a scam with bogus charges. When $CAR is finally zeroed I'll get a good laugh

@aleabitoreddit 24h ago

Serenity on X

So two things: 1. I'm now fundamentally positive on $IREN post Mirantis acquisition and after their recent earnings. Their operating outlook and ability to finance has looked more compelling. 2. That doesn't always translate to appreciating share price and ROI to shareholders. I have caution regarding their existing $6B ATM, which now has $2.37B left (so they have been going through it). As well as CEO executive compensation, which I'd argue would be more beneficial if this were done through appreciating share prices rather than dilution. Obviously optics on their NBA Warriors deals are very bad while they're unprofitable... but I'd treat this as noise relative to the scale of the ATM overhang + executive comp. So a lot of weighing different float + market dynamics vs. operational business, but I'd argue this is something that still can be addressed.

@aleabitoreddit 24h ago

Serenity on X

Even with current narratives like biotech eg. $TWST, there's 100%+ Y/Y growth from their AI testing segment with Anthropic. But if you look at company overall revenue projections, they're only calling for double revenue growth by 2031 (implying 15% annual growth). I'm sure they can beat, but this seems relatively slow compared to AI supply chains growing hundreds to 1000% Y/Y and seeing record levels of net income growth Q/Q. Not all bottlenecks have the same economic impact the way hyperscaler capex in AI supply chains does.

@calvinblissett 24h ago 1 click

Calvin Blissett on X

$BLBD ~$60 Blue Bird makes the yellow school buses. It’s one of only three big US makers (vs Thomas Built and IC Bus) and the leader in propane and electric buses. Districts buy them with local budgets and state/federal grants, and keep them ~15 years. ~$2.1B market cap, ~0 net debt. ~8.5x FY26 EBITDA ($247M guide), ~6% FCF yield. The bear case was EV subsidies running out. A VIC short at $57 in Aug ‘25 said FY27 EBITDA would fall to $92M. 15 months later: 776 EVs still in backlog, ~14% margins, price per bus +5.7%. 8x flat EBITDA = ~$57, so today’s price assumes zero growth. You get for free: A full year of Micro Bird, its small-bus arm ($16.5M EBITDA in its first quarter owned) Ford F-53/F-59 chassis deal (the frame RVs and delivery vans are built on), $1.4B added TAM, production starts 2028 Risks: legacy units -4.6% YTD, dealers say EV grant activity has “whittled down,” FY27 estimates getting cut. Q4 + FY27 guide ~Nov 23.