Once Upon a Farm (OFRM) reported earnings on Thur 12 March 26 (a/h)

 

Once Upon a Farm beats Q4 estimates with EPS $0.11, revenue $64.0M, net sales up 30%, guides 2026 growth 25%-29%

• Q4 2025 results include a swing to profit for Once Upon a Farm PBC.
• Company also announces full-year 2025 results in addition to Q4 2025 performance highlighted in the release.
• 2026 outlook includes Adjusted EBITDA guidance in a range of $2 million to $4 million.

==Velo3D (VELO) began trading on the Nasdaq on 19 Aug 25

Velo3D (a company specializing in metal additive manufacturing/3D printing technologies for mission-critical parts) went public via a SPAC merger rather than a traditional IPO.

• In March 2021, it announced a merger with JAWS Spitfire Acquisition Corporation (a SPAC backed in part by Serena Williams).
• The deal valued Velo3D at approximately $1.6 billion (pro forma enterprise value).
• It closed in September 2021, with the combined company trading on the NYSE under the ticker VLD starting September 30, 2021.
• In August 2025, Velo3D announced a $17.5 million public offering of common stock (priced at $3.00 per share) and uplisted to the Nasdaq Capital Market.
• Trading began on Nasdaq on August 19, 2025, under the new ticker VELO.

This 2025 event is sometimes referred to as a "Nasdaq IPO" or relisting in media coverage, involving a public offering alongside the exchange switch from prior OTC/NYSE status.

Alliance Laundry Holdings (ALH) reported earnings on Thur 12 March 26 (b/o)

 

ALH

Alliance Laundry Systems beats by $0.01, beats on revs; guides FY26 revs in-line

• Reports Q4 (Dec) earnings of $0.24 per share, excluding non-recurring items, $0.01 better than the FactSet Consensus of $0.23; revenues rose 10.1% year/year to $434.9 mln vs the $419.91 mln FactSet Consensus.
• Co issues in-line guidance for FY26, sees FY26 revs of +5-7% yr/yr to ~$1.78-1.83 bln vs. $1.8 bln FactSet Consensus.

Alliance Laundry Systems -10% trades to new post-IPO low as top line growth slows in FY26 

• Alliance Laundry Systems (ALH) is still early in its life as a public company, and today's sell-off suggests investors were hoping for stronger growth signals following its October 2025 IPO.
• While the company delivered modest EPS upside and more meaningful revenue upside for Q4, the bigger focus appears to be on the outlook. FY26 revenue growth guidance of +5-7% represents a notable slowdown from the +13% growth delivered in FY25, and that deceleration is catching investor attention, particularly since last year's gains were largely organic rather than acquisition-driven.
• Management continues to emphasize the durability of the commercial laundry market, noting that laundry services are a non-discretionary part of everyday life and tend to perform consistently across economic cycles. That stability is one reason the company believes its business offers dependable long-term growth and downside protection.
• At the same time, Alliance Laundry highlights its leadership position as the largest pure-play commercial laundry equipment manufacturer globally, supported by brands such as Speed Queen and UniMac, along with a global manufacturing and engineering footprint spanning three continents.
• Even so, investors appear to be taking a cautious stance as the company adjusts to public market expectations. The narrative around scale advantages and strong customer demand remains intact, but the guidance implies that growth is normalizing following a particularly strong FY25. As a relatively new public company, Alliance Laundry may need to deliver a few more quarters of consistent execution before investors grow comfortable with its longer-term growth trajectory.