=== Concrete Pumping Holdings (BBCP) reported earnings on Thur 4 June 26 (a/h)

 

Concrete Pumping Holdings beats Q2 estimates, raises FY26 revenue guidance to $410M–$425M on data center, infrastructure strength

• Q2 non-GAAP EPS $0.04, +500% YoY, beat estimates as revenue grew 14% to $106.8m.
• FY26 guidance raised: revenue $410–425m, adjusted EBITDA $98–105m, free cash flow ≥$45m.
• Adjusted EBITDA increased 17% in Q2; gross margin 38.6%, EBITDA margin improved 80 bps despite parts and labor inflation.
• U.S. Concrete Pumping and Eco-Pan led growth; U.K. remained soft excluding FX and acquisitions.
• Data center and chip-plant work now 10–12% of revenue versus 4–5% last year.
• Outlook assumes no recovery in residential or light commercial; expects tempered 2H growth on tough comps.
• Net leverage 3.8x with $346m liquidity; ongoing share repurchases, $11.9m authorization remaining.
• Templant acquisition broadens U.K. temporary power services, supporting multiservice platform diversification strategy.
• Q&A focused on data center margins and sustainability, plus timing of accelerated fleet investments.
• Main concern: Sustainability of data center and infrastructure strength amid ongoing residential, U.K., and macro softness.
• Strong quarter, driven by robust U.S. large-scale projects, pricing discipline, and operating leverage despite inflation.

===Oculis Holding AG (OCS) : OCS-01 Phase 3 DIAMOND trials miss primary vision endpoint

• Sector: Healthcare
• Industry: Biotechnology
• Full Time Employees: 60
• https://oculis.com

IPO : March 3, 2023 Oculis (OCS) became publicly listed on the NASDAQ through a de-SPAC business combination with European Biotech Acquisition Corp. (EBAC). 

OCS-01 Phase 3 DIAMOND trials miss primary vision endpoint, prompting no FDA filing

• Oculis announced May 29, 2026 that both DIAMOND-1 and DIAMOND-2 Phase 3 trials of OCS-01 eye drops in DME failed primary BCVA change from baseline at week 52.
• Key secondary endpoint (proportion with ≥15-letter BCVA gain) also missed in both trials despite substantial retinal thickness reduction vs vehicle.
• OCS-01 was well-tolerated with safety consistent with prior studies; no unexpected adverse events.
• Company stated it will not pursue FDA regulatory filing for OCS-01 in DME and is redirecting resources to Privosegtor (optic neuropathies PIONEER program) and Licaminlimab (dry eye PREDICT-1).
• CEO Riad Sherif: "disappointed that the substantial and sustained reduction in retinal thickness... didn’t translate into BCVA improvement at week 52."
• $278M cash provides runway into 2H 2029, supporting continued late-stage pipeline execution.

===Taylor Morrison Home (TMHC) to be acquired by Berkshire Hathaway (BRK.A) for 72.50 per share

• This marks Greg Abel's first major deal as Berkshire CEO, expanding housing presence
• Taylor Morrison to operate as private entity post-deal subject to approvals

Taylor Morrison Home to be acquired by Berkshire Hathaway (BRK.A) for 72.50 per share 

• Taylor Morrison agreed to be acquired by Berkshire Hathaway for $72.50 per share in cash, valuing the company at approximately $6.8 bln equity value and $8.5 bln enterprise value.
  • The offer represents a 24% premium to Taylor Morrison's May 29 closing price of $58.50.
• Berkshire plans to combine Taylor Morrison with its existing housing and building products operations, expanding its presence in U.S. homebuilding.
• Taylor Morrison's management team, including CEO Sheryl Palmer, is expected to remain in place following the transaction.
• The deal is expected to close in H2 2026, subject to shareholder approval and customary regulatory clearances.

===Fermi America (FRMI): ex-CEO & co-founder Toby Neugebauer is terminated

 

May 18: 

• Fermi says ex-CEO Toby Neugebauer was terminated for cause over alleged misconduct, value-destructive sale plans
• Fermi filed a preliminary consent revocation statement with the SEC opposing Neugebauer’s bid to call a special meeting.

May 19: Toby Neugebauer, co-founder and largest shareholder of Fermi Inc., issued a letter to the owners of the Company

• "We need the opportunity to determine the future of Fermi ourselves, rather than having major decisions dictated by a small committee within a Board that has never answered to shareholders. The stakes are too high, and the opportunity too urgent, for directors who have never faced a shareholder vote to control the outcome."
• Neugebauer reiterates belief that Fermi's current cost of capital requires a dual-path process that must include a full-market-value sale or strategic partnership in order to maximize shareholder value.
• Given the Company's multiple legal tactics to suppress shareholder votes, Mr. Neugebauer announced that he plans to pause his solicitation of shareholders at the Special Meeting of Shareholders that he called for May 29, 2026, and will instead proceed with his solicitation to call a Special Meeting of Shareholders that he intends to hold on or around June 30, 2026.