Backlog disclosure changed from annual to quarterly reporting
The company began disclosing order backlog on a quarterly basis in its latest 10-Q, a change from prior annual-only disclosure. Backlog stated at $4.18B versus $3.91B in the prior comparable disclosure.
Jeremy Minnick
Founder & Research Analyst
Reviewed Aug. 27, 2026 · 8:42 PM ET
2 sources
AVDX · Earnings/JMUSY Verified
Q2 2026 revenue of $2.41B, operating margin 14.2%
Revenue of $2.41B (+6.3% year over year) with operating margin of 14.2% versus 13.1% in the prior-year quarter. Management attributed margin expansion to pricing and lower freight cost.
Jeremy Minnick
Founder & Research Analyst
Reviewed Aug. 26, 2026 · 7:18 PM ET
2 sources
NRTH · Filing/Human Verification in Progress
Credit loss provision raised to $412M in Q2 2026
Provision for credit losses increased to $412M from $338M in the prior quarter. Allowance-to-loans ratio moved to 1.42% from 1.31%.
Jeremy Minnick
Founder & Research Analyst
Verification in progress
1 source
NRTH · Key Change/Awaiting Verification
Segment reporting structure revised into three segments
The company revised its reportable segments from four to three, folding Wealth Solutions into Consumer Banking. Prior periods were recast.
Queued — no analyst assigned yet.
1 source
HLIX · Development/JMUSY Verified
Form 8-K: CFO transition announced effective Sept. 15, 2026
The company disclosed the departure of its Chief Financial Officer and the appointment of an interim CFO effective Sept. 15, 2026. No disagreement with the company was disclosed.
Jeremy Minnick
Founder & Research Analyst
Reviewed Aug. 27, 2026 · 3:05 PM ET
1 source
HLIX · Earnings/Human Verification in Progress
R&D expense up 18.4% year over year to $286M
Research and development expense of $286M versus $241M in the prior-year quarter, an 18.4% increase, driven by late-stage trial spending per management commentary.