Company News for Sep 23, 2026

VICR led a mixed earnings session, surging 19.9% after the company raised its third-quarter revenue growth outlook to above 20%. The power component maker's upward revision drove the strongest single-day move among September 23 reporters.

AZO posted a 3.3% gain after beating earnings expectations, though the source did not specify the magnitude of the beat or underlying revenue performance. THO climbed 5.6% on revenue that surpassed analyst estimates, marking a positive signal for the recreational vehicle manufacturer.

MLKN declined modestly after missing revenue targets. The office furniture maker's shortfall comes as one of the weaker prints in the session, though the sell-off remained contained.

The divergence underscores sector-specific dynamics: VICR's guidance raise carries more weight than backward-looking beats, while revenue misses at MLKN suggest demand headwinds in commercial interiors. AZO's earnings strength reflects continued pricing power in auto parts retail, and THO's revenue outperformance points to resilience in RV demand despite broader consumer discretionary concerns.