| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | September 9, 2026 | - | - | 1 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | June 8: close remaining Midwestern purchase later that quarter Completed in August |
| Q2'26 | Pending | June 8: Q4 adjusted EBITDA profitability Reaffirmed |
| Q2'26 | Pending | June 8: approach Q3 adjusted EBITDA breakeven Now quantified at negative $3.5m |
| Q2'26 | Pending | June 8: FY2026 revenue $195m Raised to $200m including Cedarstone |
| Q2'26 | Delivered | June 8: Q2 revenue $44m; adjusted EBITDA negative $8.5m Actual $46.573m and negative $8.309m |
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