Summary

• AAR Corp delivered a strong fiscal third-quarter earnings report, with revenue, earnings, and profitability all exceeding expectations driven by solid organic growth, particularly in its parts supply business.
• DigitalOcean Holdings, Inc. delivered a strong fiscal fourth-quarter report that exceeded expectations on both revenue and profitability, as net new annual recurring revenue reached a record level.
• Legence Corp. delivered strong results highlighted by accelerating revenue growth and robust earnings expansion, with data center-related projects continuing to be the primary driver of upside.
• Casella Waste Systems, Inc. delivered solid results extending its track record of double-digit growth in revenue and earnings to a fifth year, despite investor concerns centered on muted volume growth.
• Planet Fitness, Inc. delivered better-than-expected fiscal fourth-quarter results, although management's full-year guidance pointed to a deceleration in revenue growth relative to the prior year.

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