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CMTL.O NASDAQ Communications & Networking

Comtech Telecommunications Corp

$1,94
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1D5D1M3M6MYTD1Y5YMax
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Mcap
57,6M USD
P/E
EV / Rev
Div yield
Op margin
-27,8 %
ROE
-52,8 %
Net margin
-31,1 %
Debt / equity
0,73
Beta
52w range
Volume
962
Day range
$4,86–$5,19
Prev close
$4,98
Open
$5,00
Next earnings
Ex-dividend
TR 1Y
About

Comtech Telecommunications Corp designs, develops, and markets a broad line of communications and networking products and systems for commercial and government markets.

Business. Comtech Telecommunications Corp (CMTL.O) is a technology equipment company operating within the communications and networking industry. The firm primarily generates revenue through the sale of products. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustryCommunications & Networking
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target6,00

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
6,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
54
composite score
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
Dimensional Fund Advisors, L.P.
largest disclosed fund holder
Profitability
-52,8 %
return on equity
Quality
59
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning CMTL.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,6 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,5 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to CMTL.O. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score54 / 100
    Composite score 0-100 · Data quality 0,59
    Data quality0,59 / 1.00

    Synthesis

    Business

    Comtech Telecommunications Corp (CMTL.O) is a technology equipment company operating within the communications and networking industry. The firm primarily generates revenue through the sale of products. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustryCommunications & Networking
    AI synthesis
    GENERATED

    Comtech Telecommunications Corp has a market capitalization of $116.05 million and a price-to-book ratio of 0.39, indicating a significant discount to its book value. The company's liquidity position is assessed as medium, with a current ratio of 1.71 and $40.02 million in cash and equivalents. However, the company has $214.05 million in long-term debt, and its net cash position is negative after subtracting total debt, signaling potential liquidity constraints.

    Profitability metrics are weak, with a return on equity of -52.83% and a return on assets of -20.96%. The company reported a net loss of $155.30 million for the period, with an operating loss of $139.10 million. Gross profit of $127.87 million was insufficient to offset operating expenses, and the company's free cash flow was negative at -$230.63 million. These figures are below the industry median for profitability and returns, indicating underperformance relative to peers.

    The company's revenue is concentrated in a few segments and geographic regions, though specific details on segment and geographic breakdown are not disclosed in the available data. The lack of detailed segment reporting limits the ability to assess diversification and exposure to specific markets.

    Looking ahead, Comtech's revenue is expected to remain under pressure, with no clear signs of improvement in the near term. The company's operating cash flow was negative at -$8.29 million, and capital expenditures of -$8.57 million suggest ongoing investment in infrastructure. However, the absence of positive cash flow and continued losses raise concerns about the company's ability to sustain operations without external financing.

    The risk assessment highlights liquidity as a medium concern, with a negative net cash position after subtracting total debt. The company's dilution risk is assessed as low, but the potential for future dilution remains a concern given the company's financial position. No recent events or filings have been disclosed that would significantly alter the company's risk profile.

    Analyst sentiment is mixed, with a mean price target of $6.00 and a mean recommendation of 2.00 (1=strong buy, 5=strong sell). There are no strong-buy ratings, with one buy and no hold ratings reported. The consensus suggests limited upside potential, with the highest price target aligning with the mean.

    Key takeaways
    • Comtech is trading at a significant discount to book value, with a price-to-book ratio of 0.39.
    • The company is unprofitable, with a return on equity of -52.83% and a net loss of $155.30 million.
    • Liquidity is a concern, with a negative net cash position after subtracting total debt.
    • Analysts have a neutral to cautious outlook, with a mean price target of $6.00 and no strong-buy ratings.
    • The company's capital structure is leveraged, with $214.05 million in long-term debt and a debt-to-equity ratio of 0.73.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $1,94
    Market cap
    $116.0M
    Enterprise value
    $290.1M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    0.4x
    P / Tangible book
    0.4x
    Tangible book
    $294.0M
    Net cash
    -$174.0M
    Current ratio
    1.7
    Debt / equity
    0.7
    ROA
    -21.0%
    ROE
    -52.8%
    Cash conversion
    5.0%
    CapEx / revenue
    -1.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Emergency Communications Software
    low · business_description · 2026-07-03
    Satellite Ground Equipment
    low · business_description · 2026-07-03
    Space Electronics & Components
    low · business_description · 2026-07-03
    Troposcatter & Microwave Systems
    low · business_description · 2026-07-03

    Market share

    INDUSTRYSEGMENTCOMPANYTechnologyIndustryCommunications & Networking154,4B node revenueCSCO 36,7%ERIC 16,2%NOK 14,7%MSI 7,6%ANET 5,8%GRMN 4,7%CIEN 3,1%VSAT 3,0%Other 8,2%
    Source: company disclosures · own-taxonomy revenue-covered set · attribution: collision-suspect (indicative)CMTL 0,3% · rank #16 of 27

    Business relationships

    Business relationships13 disclosed relationships · 1 type · extracted from filings & disclosures
    Subsidiaries13
    EX21:0ea59d64bc5aEX21:0ea59d64bc5aSubsidiarie97%
    EX21:4303d23b96fcEX21:4303d23b96fcSubsidiarie97%
    EX21:557485727975EX21:557485727975Subsidiarie97%
    EX21:5f05c2952b4cEX21:5f05c2952b4cSubsidiarie97%
    EX21:77428e329295EX21:77428e329295Subsidiarie97%
    EX21:8888cc8726edEX21:8888cc8726edSubsidiarie97%
    EX21:89e711e81641EX21:89e711e81641Subsidiarie97%
    EX21:91a9e884c36eEX21:91a9e884c36eSubsidiarie97%
    EX21:af47007a4b0fEX21:af47007a4b0fSubsidiarie97%
    EX21:d21fd2d72eeeEX21:d21fd2d72eeeSubsidiarie97%
    EX21:d7a2b2d4ab0aEX21:d7a2b2d4ab0aSubsidiarie97%
    EX21:e0d65281476bEX21:e0d65281476bSubsidiarie97%
    EX21:ffa72a2f68caEX21:ffa72a2f68caSubsidiarie97%

    Supply chain

    — missing data

    Peer comparison

    Peer comparison8 peers · vs CMTL · multiples and returns
    CS
    CSCO
    CISCO SYSTEMS, INC.
    $113,80
    453,7B USD
    P/E
    50,5x
    vs self
    Div yield
    1,4 %
    vs self
    ROE
    19,2 %
    +72,1 vs self
    ER
    ERIC
    Telefonaktiebolaget LM Ericsson
    $10,94
    33,6B USD
    P/E
    vs self
    Div yield
    2,6 %
    vs self
    ROE
    -13,3 %
    +39,5 vs self
    NO
    NOK
    Nokia Corp-spon Adr
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    MS
    MSI
    Motorola Solutions Inc
    $422,83
    71,0B USD
    P/E
    179,8x
    vs self
    Div yield
    1,1 %
    vs self
    ROE
    14,4 %
    +67,2 vs self
    AN
    ANET
    Arista Networks, Inc
    $168,00
    211,5B USD
    P/E
    291,9x
    vs self
    Div yield
    vs self
    ROE
    8,1 %
    +60,9 vs self
    GR
    GRMN
    Garmin Ltd.
    $225,75
    43,5B USD
    P/E
    150,4x
    vs self
    Div yield
    1,7 %
    vs self
    ROE
    4,3 %
    +57,1 vs self
    CI
    CIEN
    CIENA CORPORATION
    $423,00
    61,8B USD
    P/E
    231,1x
    vs self
    Div yield
    vs self
    ROE
    12,7 %
    +65,6 vs self
    VS
    VSAT
    Viasat Inc
    $83,31
    11,3B USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    -12,6 %
    +40,2 vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 33 %
    EPS
    Consensus EPS
    -0,79
    Predicted surprise
    -0,02
    Beat probability
    33 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-16 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate-0,79
    Revenueno estimateno estimate441,5M USD
    Operating incomeno estimateno estimate-5,0M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target$6,00 · Median $6,00
    Low $6,00High $6,00
    Operating income · consensus-5,0M USD
    EPS surprise
    −205,1 %
    reported vs consensus · miss
    Revenue surprise
    +13,1 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$6,00
    Mean$6,00
    Median$6,00
    High$6,00
    Spot$1,94
    +209.3 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin-27,9 %Bottom quartile
    Net Margin-31,1 %Bottom quartile
    ROE-52,8 %Bottom quartile
    Capex / Rev-1,7 %Above median
    D/E0,73Bottom quartile
    Cash Conv0,05Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net acquired 684 561 sh10 exercises · 7 grants7 insiders
    • Robertson Jeffery PaulPresident, Allerium Segment · Restricted Stock Units → Common Stock Par Value $0.10 Per ShareDisposed 38 910exercise · 2026-06-03
    • Walther Donald E.Chief Legal Officer · Restricted Stock Units → Common Stock Par Value $.10 Per ShareDisposed 1 685exercise · 2026-04-28
    • Walther Donald E.Chief Legal Officer · Restricted Stock Units → Common Stock Par Value $.10 Per ShareDisposed 28 986exercise · 2026-04-28
    • Waldman LawrenceDirector · Restricted Stock Units → Common Stock Par Value $.10 Per ShareAcquired 36 620grant · 2026-03-24
    • Quinlan Mark R.Director · Restricted Stock Units → Common Stock Par Value $.10 Per ShareAcquired 36 620grant · 2026-03-24
    • Gizinski DanielPresident, S&S Comm. Segment · Restricted Stock Units → Common Stock Par Value $0.10 Per ShareDisposed 1 019exercise · 2026-02-04
    • Traub KennethDirector, Chairman, President and CEO · Restricted Stock Units → Common Stock Par Value $0.10 Per ShareDisposed 54 645exercise · 2026-01-23
    • Robertson Jeffery PaulPresident, Allerium Segment · Restricted Stock Units → Common Stock Par Value $0.10 Per ShareDisposed 4 036exercise · 2026-01-10
    • Gizinski DanielPresident, S&S Comm. Segment · Restricted Stock Units → Common Stock Par Value $0.10 Per ShareAcquired 119 243grant · 2025-11-07
    • BONDI MICHAELChief Financial Officer · Restricted Stock Units → Common Stock Par Value $.10 Per ShareAcquired 148 026grant · 2025-11-07
    • Walther Donald E.Chief Legal Officer · Restricted Stock Units → Common Stock Par Value $.10 Per ShareAcquired 106 908grant · 2025-11-07
    • Traub KennethDirector, Chairman, President and CEO · Restricted Stock Units → Common Stock Par Value $0.10 Per ShareAcquired 307 018grant · 2025-11-07
    • Robertson Jeffery PaulPresident, Allerium Segment · Restricted Stock Units → Common Stock Par Value $0.10 Per ShareAcquired 106 908grant · 2025-11-07
    • Robertson Jeffery PaulPresident, T&W Segment · Restricted Stock Units → Common Stock Par Value $0.10 Per ShareDisposed 4 907exercise · 2025-09-30
    • Walther Donald E.Chief Legal Officer · Restricted Stock Units → Common Stock Par Value $.10 Per ShareDisposed 15 946exercise · 2025-09-30
    • Gizinski DanielPresident, S&S Comm. Segment · Restricted Stock Units → Common Stock Par Value $0.10 Per ShareDisposed 8 893exercise · 2025-09-30
    • BONDI MICHAELChief Financial Officer · Restricted Stock Units → Common Stock Par Value $.10 Per ShareDisposed 17 755exercise · 2025-09-30

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    • Ev To Revenue
      enterprise_value / revenue
    Source documents
    • Comtech Telecommunications Corp Market data — financials · 2026-05-27
    • Comtech Telecommunications Corp Market data — analyst estimates · 2026-05-27
    • Comtech Telecommunications Corp Market data — ESG · 2026-05-27

    Ownership & reference

    Top holders

    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,00 %$2M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,00 %$7M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$1M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$0M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$1M
    • LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$0M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$0M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$0M
    • FMR LLCInstitutional Investor · as of 2026-03-310,00 %$0M

    Leadership

    • Ken H. TraubExecutive Chairman of the Board

    Insider activity

    Net selling0 buys · 1 sellsnet -$5209 insiders · last 365d
    • Gizinski DanielPresident, S&S Comm. Segment · Common Stock Par Value $0.10 Per ShareSold 200 @ $2,60$520 · 2026-06-18
    • Robertson Jeffery PaulPresident, Allerium Segment · Common Stock Par Value $0.10 Per ShareOther 38 910 · 2026-06-03
    • Robertson Jeffery PaulPresident, Allerium Segment · Common Stock Par Value $0.10 Per ShareOther 19 798 @ $5,64$112K · 2026-06-03
    • Walther Donald E.Chief Legal Officer · Common Stock Par Value $.10 Per ShareOther 1 685 · 2026-04-28
    • Walther Donald E.Chief Legal Officer · Common Stock Par Value $.10 Per ShareOther 576 @ $3,52$2K · 2026-04-28
    • Walther Donald E.Chief Legal Officer · Common Stock Par Value $.10 Per ShareOther 28 986 · 2026-04-28
    • Walther Donald E.Chief Legal Officer · Common Stock Par Value $.10 Per ShareOther 9 899 @ $3,52$35K · 2026-04-28
    • RAYMOND MARY JANEDirector · Common Stock Par Value $0.10 Per ShareOther 36 620 · 2026-03-24
    • Crawford Bruce TDirector · Common Stock Par Value $0.10 Per ShareOther 36 620 · 2026-03-24
    • Hildebrandt MichaelDirector · Common Stock Par Value $0.10 Per ShareOther 36 620 · 2026-03-24
    • Sprung Lloyd A.Director · Common Stock Par Value $0.10 Per ShareOther 36 620 · 2026-03-24
    • Gizinski DanielPresident, S&S Comm. Segment · Common Stock Par Value $0.10 Per ShareOther 1 019 · 2026-02-04
    • Gizinski DanielPresident, S&S Comm. Segment · Common Stock Par Value $0.10 Per ShareOther 460 @ $5,29$2K · 2026-02-04
    • Traub KennethDirector, Chairman, President and CEO · Common Stock Par Value $0.10 Per ShareOther 54 645 · 2026-01-23
    • Traub KennethDirector, Chairman, President and CEO · Common Stock Par Value $0.10 Per ShareOther 22 439 @ $5,87$132K · 2026-01-23
    • Robertson Jeffery PaulPresident, Allerium Segment · Common Stock Par Value $0.10 Per ShareOther 4 036 · 2026-01-10
    • Robertson Jeffery PaulPresident, Allerium Segment · Common Stock Par Value $0.10 Per ShareOther 2 268 @ $5,47$12K · 2026-01-10
    • BONDI MICHAELChief Financial Officer · Common Stock Par Value $.10 Per ShareOther 5 015 · 2025-11-07
    • BONDI MICHAELChief Financial Officer · Common Stock Par Value $.10 Per ShareOther 2 561 @ $3,04$8K · 2025-11-07
    • Walther Donald E.Chief Legal Officer · Common Stock Par Value $.10 Per ShareOther 2 605 · 2025-11-07
    • Walther Donald E.Chief Legal Officer · Common Stock Par Value $.10 Per ShareOther 868 @ $3,04$3K · 2025-11-07
    • Gizinski DanielPresident, S&S Comm. Segment · Common Stock Par Value $0.10 Per ShareOther 1 193 · 2025-11-07
    • Gizinski DanielPresident, S&S Comm. Segment · Common Stock Par Value $0.10 Per ShareOther 539 @ $3,04$2K · 2025-11-07
    • Robertson Jeffery PaulPresident, T&W Segment · Common Stock Par Value $0.10 Per ShareOther 4 907 · 2025-09-30
    • Robertson Jeffery PaulPresident, T&W Segment · Common Stock Par Value $0.10 Per ShareOther 2 492 @ $2,58$6K · 2025-09-30

    Short positioning

    224.7Kshares short-35.1% vs prior
    1days to cover
    49.2%short of daily vol
    1.4Kfails-to-deliver
    as of 2026-06-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    CMTL.OCanonical
    NASDAQ · USD

    Intel & risk

    PredictorBeat prob33 %Surprise-0,02Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    CMTLEX21:0eaEX21:430EX21:557EX21:5f0EX21:774EX21:888EX21:89eEX21:91aEX21:af4EX21:d21Communications
    This companySectorSubsidiaries

    Evidence & claims

    From filings & derived data
    • Total liabilities (YoY) (2026-01-31 vs 2025-01-31): -15.6%Derived (calculated)
    • Shareholders' equity (YoY) (2026-01-31 vs 2025-01-31): -49.0%Derived (calculated)
    • Total assets (YoY) (2026-01-31 vs 2025-01-31): -8.7%Derived (calculated)
    • Debt-to-equity (FY 2026-01-31): 6.68xDerived (calculated)
    • Cash & equivalents (YoY) (2026-01-31 vs 2025-01-31): 23.1%Derived (calculated)
    • Current ratio (FY 2026-01-31): 1.69xDerived (calculated)
    • Total assets (annual): USD 703.83MSEC XBRL filing
    • Current assets (annual): USD 241.62MSEC XBRL filing
    • Cash & equivalents (annual): USD 32.83MSEC XBRL filing
    • Total liabilities (annual): USD 438.25MSEC XBRL filing
    • Shareholders' equity (annual): USD 65.61MSEC XBRL filing
    • Current liabilities (annual): USD 143.28MSEC XBRL filing
    • Long-term debt (annual): USD 107.67MSEC XBRL filing
    • Operating cash flow (YoY) (2025-07-31 vs 2024-07-31): 84.8%Derived (calculated)
    • Net margin (FY 2025-07-31): -31.1%Derived (calculated)
    • Gross margin (FY 2025-07-31): 25.6%Derived (calculated)
    • Capex (YoY) (2025-07-31 vs 2024-07-31): -34.5%Derived (calculated)
    • Cost of revenue (YoY) (2025-07-31 vs 2024-07-31): -3.0%Derived (calculated)
    • EPS (basic) (YoY) (2025-07-31 vs 2024-07-31): -47.9%Derived (calculated)
    • EPS (diluted) (YoY) (2025-07-31 vs 2024-07-31): -47.9%Derived (calculated)
    • Gross profit (YoY) (2025-07-31 vs 2024-07-31): -18.6%Derived (calculated)
    • Net income (YoY) (2025-07-31 vs 2024-07-31): -55.3%Derived (calculated)
    • Operating income (YoY) (2025-07-31 vs 2024-07-31): -74.1%Derived (calculated)
    • R&D expense (YoY) (2025-07-31 vs 2024-07-31): -27.7%Derived (calculated)
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-18 00:00 UTCINSIDER4 insider transactions — 2026-06 · net sell $112k 1 derivative
    2026-06-18INSIDERGizinski Daniel sold 200 sh Common Stock Par Value $0.10 Per Share — President, S&S Comm. Segment ~$1k
    2026-06-16FILING8-K filing →
    2026-06-15FILINGFORM 8-K →
    2026-06-15FILING8-K filing →
    2026-06-15FILING10-Q filing →
    2026-06-03INSIDERRobertson Jeffery Paul transacted 38.9k sh Common Stock Par Value $0.10 Per Share — President, Allerium Segment
    2026-06-03INSIDERRobertson Jeffery Paul transacted 19.8k sh Common Stock Par Value $0.10 Per Share — President, Allerium Segment ~$112k
    2026-06-03INSIDERRobertson Jeffery Paul disposed of 38.9k sh Restricted Stock Units — President, Allerium Segment
    2026-05-14FILING8-K filing →
    2026-04-28 00:00 UTCINSIDER6 insider transactions — 2026-04 2 derivative
    2026-04-28INSIDERWalther Donald E. transacted 1.7k sh Common Stock Par Value $.10 Per Share — Chief Legal Officer
    2026-04-28INSIDERWalther Donald E. transacted 576 sh Common Stock Par Value $.10 Per Share — Chief Legal Officer ~$2k
    2026-04-28INSIDERWalther Donald E. transacted 29.0k sh Common Stock Par Value $.10 Per Share — Chief Legal Officer
    2026-04-28INSIDERWalther Donald E. transacted 9.9k sh Common Stock Par Value $.10 Per Share — Chief Legal Officer ~$35k
    2026-04-28INSIDERWalther Donald E. disposed of 1.7k sh Restricted Stock Units — Chief Legal Officer
    2026-04-28INSIDERWalther Donald E. disposed of 29.0k sh Restricted Stock Units — Chief Legal Officer
    2026-03-24 00:00 UTCINSIDER6 insider transactions — 2026-03 2 derivative
    2026-03-24INSIDERRAYMOND MARY JANE transacted 36.6k sh Common Stock Par Value $0.10 Per Share — Director
    2026-03-24INSIDERCrawford Bruce T transacted 36.6k sh Common Stock Par Value $0.10 Per Share — Director
    2026-03-24INSIDERHildebrandt Michael transacted 36.6k sh Common Stock Par Value $0.10 Per Share — Director
    2026-03-24INSIDERSprung Lloyd A. transacted 36.6k sh Common Stock Par Value $0.10 Per Share — Director
    2026-03-24INSIDERWaldman Lawrence acquired 36.6k sh Restricted Stock Units — Director
    2026-03-24INSIDERQuinlan Mark R. acquired 36.6k sh Restricted Stock Units — Director
    2026-03-16FILING8-K filing →
    2026-03-16FILING10-Q filing →
    2026-03-11FILING8-K filing →
    2026-02-04 00:00 UTCINSIDER3 insider transactions — 2026-02 1 derivative
    2026-02-04INSIDERGizinski Daniel transacted 1.0k sh Common Stock Par Value $0.10 Per Share — President, S&S Comm. Segment
    2026-02-04INSIDERGizinski Daniel transacted 460 sh Common Stock Par Value $0.10 Per Share — President, S&S Comm. Segment ~$2k
    2026-02-04INSIDERGizinski Daniel disposed of 1.0k sh Restricted Stock Units — President, S&S Comm. Segment
    2026-01-30FILINGDEF 14A filing →
    2026-01-29FILING8-K filing →
    2026-01-23 00:00 UTCINSIDER6 insider transactions — 2026-01 · net sell $144k 2 derivative
    2026-01-23INSIDERTraub Kenneth transacted 54.6k sh Common Stock Par Value $0.10 Per Share — Director, Chairman, President and CEO
    2026-01-23INSIDERTraub Kenneth transacted 22.4k sh Common Stock Par Value $0.10 Per Share — Director, Chairman, President and CEO ~$132k
    2026-01-23INSIDERTraub Kenneth disposed of 54.6k sh Restricted Stock Units — Director, Chairman, President and CEO
    2026-01-10INSIDERRobertson Jeffery Paul transacted 4.0k sh Common Stock Par Value $0.10 Per Share — President, Allerium Segment
    2026-01-10INSIDERRobertson Jeffery Paul transacted 2.3k sh Common Stock Par Value $0.10 Per Share — President, Allerium Segment ~$12k
    Showing the 40 most recent of 60 entries.
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