Jack of All Trades: High Stakes 01.06.2026
AAR Corp (AIR): Q2 record $795M revenue (+16%), EPS $1.18 beat (+15.7%). Penguin (PENG): Q1 EPS $0.49 beat (+32%), zero hyperscale revenue, pivot to enterprise AI. AngioDynamics (ANGO): Q1 $75.7M (+12%), EBITDA swung to +$2.2M from -$0.2M, raised FY26 guidance.