

During the third quarter of 2026, the Small Cap strategy slightly underperformed its benchmark, the Russell 2000 Index, in a period in which small cap stocks broadly declined. Top contributors include AtriCure and Red Violet; top detractors include Kodiak Gas Services and PDF Solutions. We initiated a position in IRadimed at the start of the quarter, replacing Talkspace after it was acquired.

Charles River Laboratories advanced during the quarter following a strong earnings report and an increase to full-year guidance. We exited the NCLH position during the quarter and redeployed proceeds into Royal Caribbean Group. Middleby completed the spin-off of Midera Food Processing, announced plans to exit its underperforming business, and continued buying back shares.

ZBRA's revenue growth accelerated across end markets and geographies, while margins and earnings exceeded expectations. CRL's results reflected improving demand across biopharma and biotechnology customers. Bio-Rad's shares also benefited from the announcement of a broad restructuring program designed to streamline operations and enhance profitability.

ELGIN, Ill.--(BUSINESS WIRE)--The Middleby Corporation (NASDAQ: MIDD) will release 2026 third quarter earnings on Thursday, November 5, 2026 at 7 a.m. Eastern Time. The company has scheduled a conference call to discuss the results at 10 a.m. Eastern Time on November 5. The call is accessible through the Investor Relations section of the company website at www.middleby.com. If website access is not available, attendees can join the conference via the domestic dial-in 1-844-676-5090. Internation.

Middleby (NASDAQ: MIDD - Get Free Report) and RBC Bearings (NYSE: RBC - Get Free Report) are both industrials companies, but which is the superior business? We will contrast the two businesses based on the strength of their analyst recommendations, profitability, earnings, institutional ownership, valuation, dividends and risk. Risk and Volatility Middleby has a beta of 1.32,

Middleby (NASDAQ: MIDD - Get Free Report) and Greenbrier Companies (NYSE: GBX - Get Free Report) are both industrials companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, earnings, analyst recommendations, valuation, profitability, dividends and institutional ownership. Institutional and Insider Ownership 98.5% of Middleby shares are

Fortive (NYSE: FTV - Get Free Report) and Middleby (NASDAQ: MIDD - Get Free Report) are both industrials companies, but which is the better business? We will compare the two companies based on the strength of their institutional ownership, risk, earnings, profitability, analyst recommendations, dividends and valuation. Profitability This table compares Fortive and Middleby's net margins, return
