Feb. 12 at 1:32 PM
📊 Earnings check-in:
$IRM $USFD $WST all dropped Q4 numbers, and overall, it was a solid showing.
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$IRM posted record results, EPS beat, and double-digit growth fueled by data centers + digital services. 2026 guide calls for 10–13% revenue growth. Quiet compounder vibes.
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$USFD grew sales 3%+ and nearly doubled net income YoY. EBITDA up 11%. 2026 outlook: mid-single-digit sales growth, double-digit EPS growth. Execution story still intact.
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$WST beat on both revenue and EPS, driven by strong demand in high-value injectable components. 2026 guide points to steady 5–7% organic growth.
Not flashy names — but steady operators putting up numbers in a shaky tape.