Calamos Phineus Long/Short Fund: Q1 2026 Contributors And Detractors
2026-05-05
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via All Articles on Seeking Alpha
Summary
- L3Harris Technologies Inc. rallied as the Trump administration indicated a potential defense budget increase, which could drive meaningful upside to revenue and earnings estimates over the next few years.
- Regal Rexnord Corp. outperformed as its data center opportunity offered a new growth vector, with management disclosing substantial orders tied to its integrated powertrain solution for power infrastructure.
- CACI International Inc. management distinguished the firm by raising estimates throughout a period of government spending uncertainty, demonstrating minimal exposure to the budget cuts weighing on its peers.
- Johnson Controls International PLC reported blockbuster order growth of 40% year-over-year, driven by demand for building systems modernization and specialized thermal management for biologics manufacturing.
- Amazon.com Inc. management addressed skepticism over its $200 billion capital expenditure cycle, noting that customer commitments cover a substantial portion of the spend while AWS and advertising segments accelerate.
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