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Stock impact report

Riverwater Sustainable Value Strategy Q1 2026 Commentary [Seeking Alpha]

Haemonetics Corporation (HAE) 
Last haemonetics corporation earnings: 2/4 06:00 am Check Earnings Report
Company Research Source: Seeking Alpha
Plexus was the top contributor in the first quarter. The company reported a very solid fiscal Q2, with strength coming in all segments. Haemonetics Corporation was the top detractor in the first quarter (after being the top contributor in the fourth quarter of 2025). primeimages/E+ via Getty Images Strategy Overview / Performance Summary The Sustainable Value Strategy underperformed its benchmark, the Russell 2500 Value Index, in the first quarter. Quarterly underperformance was driven entirely by stock selection, while sector allocation contributed positively. While we are disappointed with the This article was written by Quick Insights The Oklahoma joint venture will more than double U.S. primary aluminum capacity, potentially adding $300–400 million in proportional EBITDA at mid-cycle prices by decade-end. CENX trades at 6.1x 2026E EBITDA and 2.1x trailing sales, within the 4.0–6.0x EBITDA peer range, but with premium growth optionality from the Oklahoma project. Show less Read more
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