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Client workspace

Research Dashboard

Demo Client Account · Week of Aug. 24 – Aug. 28, 2026

Demo Data

Companies monitored

4

New filings / developments

4

Research items this week

52

Documents scanned

189

Estimated research time saved

47.2hrs

Across monitored coverage, net of JMUSY verification time.

Monitored companies

Watchlist

CompanySectorPriceOpen items
AVDXAvidon Industrial Corp.Industrials$182.44+1.08%0 awaiting or in reviewOpen
NRTHNorthgate Financial GroupFinancials$64.19-0.42%2 awaiting or in reviewOpen
HLIXHelix Therapeutics Inc.Health Care$91.07+2.31%1 awaiting or in reviewOpen
CDLRCedar Logistics HoldingsTransportation$47.85+0.16%1 awaiting or in reviewOpen

Recent intelligence

Last 72 hours

AVDX · Key Change/JMUSY Verified

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
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
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
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
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.

Jeremy Minnick
Jeremy Minnick
Founder & Research Analyst
Verification in progress
2 sources