Overview
- Carillon Tower Advisers’ Q4 2025 investor letter reports the Russell 2000 Growth up 13.01% versus 12.58% for Value and expects a favorable 2026 with opportunities in Cyclicals, Healthcare, Information Technology, Financials, and Consumer spending.
- United Parks & Resorts lagged after a disappointing quarter as poor weather and fewer international visitors hurt revenue and operating expenses exceeded expectations, pressuring profitability.
- Bloom Energy posted a strong quarter with additional customer wins and expanded relationships, yet the shares underperformed as AI-related enthusiasm that had buoyed valuation cooled.
- BrightSpring Health Services delivered outsized revenue and EBITDA growth driven by wins for limited‑distribution, high‑margin therapies, and its stock was added to the S&P SmallCap 600, S&P 600 Healthcare, S&P Composite 1500, and S&P 1000.
- Itron met quarterly expectations but faced softer-than-expected bookings that management tied to a temporary shift in utility customer priorities given planning uncertainty, data center load growth, and heightened regulatory scrutiny.