Conestoga Capital Micro Cap Composite Q1 2026 Portfolio Holdings

Universal Technical Institute's shares moved higher as the company continued to demonstrate strong enrollment trends and execution against its growth strategy, despite near-term pressure on profitability from reinvestment. Despite solid execution, Q2 Holdings stock lagged as investors focused on a deceleration in growth and a more moderate outlook. Graham Corp. continues to benefit from improving demand within its defense end markets, supported by a growing backlog and increased program visibility.

Seeking Alpha • Apr 28, 2026

Transcat Expands into Latin America with Acquisition of SCM Metrology and Laboratories S.A.

ROCHESTER, N.Y.--(BUSINESS WIRE)--Transcat, Inc. (Nasdaq: TRNS) (“Transcat” or the “Company”), a leading provider of test measurement, control and calibration, today announced the acquisition of SCM Metrology and Laboratories S.A. (“SCM”), a privately-held calibration services provider based in Costa Rica. The transaction closed effective April 9, 2026. The acquisition price of approximately $13 million was paid in cash and is subject to customary adjustments and holdback provisions. This acqui.

Business Wire • Apr 9, 2026

Royce Micro-Cap Trust: What Worked

Eight of the portfolio's 11 equity sectors made a positive impact on calendar year performance, led by Industrials, Materials, and Financials. nLIGHT differentiates itself via vertical integration, domain knowledge, and manufacturing capabilities to deliver cutting edge solutions, increasingly to government and defense organizations. Shares of Sprott outperformed as gold prices broke out to record highs amid elevated geopolitical risk, central bank buying, and a weaker U.S. dollar.

Seeking Alpha • Mar 18, 2026

Transcat Appoints Jaime Irick as President and Chief Executive Officer

ROCHESTER, N.Y.--(BUSINESS WIRE)--Transcat Appoints Jaime Irick as President and Chief Executive Officer.

Business Wire • Mar 9, 2026

Royce Small-Cap Fund FY 2025: What Worked

Five of the Fund's 10 equity sectors made a positive impact on calendar year performance, led by Industrials, Financials, and Information Technology. Alamos Gold's positive earnings outlook, a renewed stock buyback program, and rising gold prices all helped its stock to climb throughout 2025. Management reported a 48% increase in total revenue for 1Q25 compared to 1Q24, driven by OCS liver and heart transplants.

Seeking Alpha • Mar 9, 2026

Diamond Hill Small Cap Strategy: Q4 2025 Portfolio Review

Regional airline Allegiant Travel reported strong near-term demand trends in Q4 alongside a generally softer jet fuel environment, which improved investor sentiment around its ability to deliver margin improvement. Triumph Financial provides banking and other services with a niche focus on the transportation industry, including its innovative payments platform – TriumphPay. Oil-Dri, a leading provider of branded and private-label cat litter as well as other sorbent materials, reported solid but more normalized results against a backdrop of more difficult comparisons.

Seeking Alpha • Feb 4, 2026

Transcat, Inc. (TRNS) Q3 2026 Earnings Call Transcript

Transcat, Inc. (TRNS) Q3 2026 Earnings Call Transcript

Seeking Alpha • Feb 4, 2026

Transcat Reports Strong Fiscal Third Quarter 2026 Financial Results with a Return to High Single-Digit Service Organic Revenue Growth*

ROCHESTER, N.Y.--(BUSINESS WIRE)--Transcat Reports Strong Fiscal Third Quarter 2026 Financial Results with a Return to High Single-Digit Service Organic Revenue Growth*.

Business Wire • Feb 3, 2026

Compared to Estimates, Transcat (TRNS) Q3 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Transcat (TRNS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Feb 3, 2026

Transcat, Inc. (TRNS) Misses Q3 Earnings Estimates

Transcat, Inc. (TRNS) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.45 per share a year ago.

Zacks Investment Research • Feb 3, 2026