===Blue Owl Capital (OWL) reported earnings on Thur 29 Oct 26 (b/o)

 

Blue Owl posts double-digit FRE/DE growth and record institutional fundraising, reiterates faster 2027 management-fee growth outlook

• Q3 EPS $0.24 beat $0.22 consensus; revenue $806.5M (+11% YoY) topped estimates.
• Company declares $0.23 quarterly dividend payable November 23, 2026 to shareholders of record.
• FRE grew 15% and DE 14% LTM; Q3 FRE $0.27, DE $0.24 per share.
• AUM rose 12% YoY to $330 billion; $49 billion raised LTM, record institutional quarter.
• AUM not yet earning fees reached $36 billion, implying about $400 million embedded management-fee growth.
• FRE margin 58.6% YTD, above 58.5% outlook; management expects modest expansion in Q4 and 2027.
• Management reaffirmed 2026 targets to exceed $1.02 FRE/share and $0.89 DE/share.
• Company now consistently over-earns $0.23 quarterly dividend and expects this to continue through 2027+.
• Credit and real assets delivered strong LTM gross returns, led by digital infrastructure at 13.4%.
• Direct lending originations rose to $5.2 billion, but net deployment slightly negative on high repayments.
• Wealth channel improving: inflows up 14% QoQ, OCIC redemptions declining, ORENT redemptions at nine-quarter low.
• Management sees faster management-fee growth in 2027, driven by fee-eligible AUM, new vintages and less offsets.
• Main concern: muted net deployment in direct lending and macro uncertainty could delay translating fundraising into fee-earning AUM.
• Strong quarter, driven by strengthening fee-related earnings, record institutional fundraising, robust investment performance and embedded management-fee growth into 2027.

General Motors (GM) moving from the New York Stock Exchange to Nasdaq

•  Transition Date: GM will trade on the NYSE through November 16, 2026, and is scheduled to begin trading on Nasdaq on November 17, 2026.

• Ticker Symbol: The company will keep its existing ticker symbol, "GM".

• Strategic Reason:  Moving from the NYSE (where GM first listed in 1911) to Nasdaq is part of a broader push to position GM as a technology- and software-driven company focused on autonomous and electric vehicles.

   

Other companies have left the New York Stock Exchange for Nasdaq in recent years, including Walmart and Palantir. The tech-focused exchange has also attracted companies like SpaceX and Anthropic that have recently completed or are attempting initial public offerings at trillion-dollar valuations.

Listing exclusively on the Nasdaq will make G.M. eligible for inclusion in the Nasdaq-100 index, something the company noted in its announcement. 

Being included in the Nasdaq-100, which tracks the largest companies listed on the stock exchange, excluding financial firms, has a lot of advantages. Funds and portfolios tracking the Nasdaq-100 total $1.4 trillion, according to Nasdaq.

OrthoPediatrics (KIDS) reported earnings on Tue 27 Oct 26 (a/h)

OrthoPediatrics Corp. is an orthopedic company, which engages in the design, development, and marketing of anatomically appropriate implants and devices for children with orthopedic conditions. It offers products relating to trauma and deformity, scoliosis, and sports medicine and other procedures. 

• Sector: Healthcare
• Industry: Medical Devices
• Full Time Employees: 602
• Founded by Erin Springer Yount and Nick A. Deeter in 2006 
• Headquartered in Warsaw, Indiana
• https://www.orthopediatrics.com

IPO Key Details

• IPO Date: October 12, 2017

• Offer Price: $13.00 per share

 

 

 

OrthoPediatrics posts record Q3 2026 revenue $72.7M (+19% YoY), raises 2026 revenue outlook to $270–$273M

• Record Q3 revenue $72.7M, +19% YoY, driven by implants and OPSB growth.
• GAAP EPS loss improved to -$0.25 versus -$0.50 last year.
• Q3 2026 non-GAAP EPS was -$0.23, an improvement of 4% year over year.
• Company missed Q3 2026 EPS estimates but exceeded revenue estimates.
• Adjusted EBITDA reached record $6.9M, ~10% margin, reflecting strong operating leverage.
• Gross margin steady at 74% despite mix shift toward lower-margin but accretive OPSB.
• Free cash flow positive $1.6M versus -$3.4M prior year, guidance reiterated.
• 2026 revenue outlook raised to $270–$273M from $265–$269M, 14–16% growth; EBITDA ~$25M maintained.
• OPSB bracing grew above 20%, now over 60 clinics and 34 systems.
• International revenue rose 18% to $14.8M, led by EMEA; LatAm constrained by set discipline.
• Super Cycle products early but ramping, with major contributions expected in 2027 and beyond.
• Main risks include clinic expansion costs, Brazil/LatAm set pullback, and lumpy 7D and set sales.
• Main concern is sustainability of growth and margin expansion amid clinic investments and cautious LatAm deployment.

Investor's Business Daily (IBD) : a major revision to IBD 50 list of top growth stocks

Investor's Business Daily (IBD) completed a major revision to its IBD 50 list of top growth stocks, effective Wednesday, October 22, 2026. 

The changes are designed to give investors a screening tool with the potential for sharply improved performance in growth stocks. The primary shift emphasizes two core IBD metrics more heavily: the Composite Rating and the Relative Strength (RS) Rating. These were previously part of a broader set of criteria; the list now focuses more tightly on them.

Key Context on the Ratings

• Composite Rating: Combines multiple fundamental and technical factors into a single overall score (0–99 scale).
• Relative Strength Rating: Measures a stock’s price performance relative to the broader market (also 0–99).

IBD describes these as staples of its proprietary rating system, which underpins the CAN SLIM investing methodology developed by founder William O’Neil.

Background and Related Updates

This is part of ongoing refinements to IBD’s systems in 2026, including earlier updates to stock ratings (for more accurate comparisons within appropriate universes of stocks) and a reorganization of industry groups. The IBD 50 remains a curated list of 50 leading growth stocks, regularly refreshed, and is tracked by the Innovator IBD 50 ETF (FFTY).