Evolve Flat on Quarterly Announcement

Gorilla Technology (GRRR) fell 11% to $14.06 despite doubling revenue and raising 2027 sales guidance 29% above consensus. The company reported first-half 2026 revenue of $78.4M, up 99% YoY, and lifted full-year 2026 outlook to at least $200M. Concerns include losses and construction risks in multiple countries.

Evolv Technologies Holdings reported 34% Q2 2026 revenue growth, citing new customer acquisition and completion of a direct fulfillment transition. Management raised full-year 2026 revenue guidance to 23% to 27% growth, expects over 10,000 units deployed by year-end, and remains cash-flow positive while potentially investing $2m to $4m in inventory safety stock.

Evolv Technology (Nasdaq: EVLV) reported on its Aug. 11 Q2 2026 earnings call that it added 70 new customers, with about 60% of unit bookings from existing customers. It has ~9,200 units deployed, screens nearly 5 million people daily, and expects >10,000 units by year-end. Full-year revenue guidance was raised to $180M-$185M.

Evolv Technologies Holdings, Inc. (EVLV) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Evolv Technology Reports Second Quarter Financial Results — Company Adds 70 New Customers — — Company Raises Growth Estimates for 2026 — • Q2'26 Revenue of $43.8 million, up 34% year-over-year • Q2'26 Ending ARR 1 of $132.7 million, up 20% year-over-year • Q2'26 Net

Comfort Systems USA (FIX) reported Q3 2026 earnings, with record bookings driven by new and existing customers. Gross margins declined due to higher equipment/materials costs and purchase accounting adjustments. Backlog duration extended to 18-24 months, potentially delaying revenue recognition. Labor constraints and high acquisition pricing were noted. The company expects margin normalization in early 2027 and remains cautious about adding new programmatic modular customers.

Autoliv Inc (ALV) reported Q3 2026 adjusted operating margin of 9.7%, exceeding expectations despite a 1.9% global light vehicle production decline. Sales grew in Asia, with strong cash flow and shareholder returns. The company expects Q4 margin expansion but narrowed full-year margin guidance to around 10.5% due to cost pressures. Raw material and logistics costs negatively impacted margins, with challenges expected to persist into 2027.