GMRS
GMR Solutions Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NegativeGMR Solutions reported Q2 2026 revenue in line with guidance but posted a significant profitability miss, with net loss of $28.3M versus $80.8M net income YoY and Adjusted EBITDA down 11.8% despite revenue stability. Goldman Sachs cut price target to $30 from $35 post-earnings, though the company reaffirmed full-year 2026 guidance and maintains strong liquidity of $1.1B+ following May IPO and capital restructuring.
Red flags
- •Net loss of $28.3M in Q2 2026 vs. net income of $80.8M in Q2 2025 — swing to profitability deterioration
- •Adjusted EBITDA declined 11.8% YoY despite revenue stability, signaling margin compression and operational headwinds
- •EPS deteriorated sharply to ($1.84) from $0.27 YoY
- •Goldman Sachs price target cut post-earnings (conflicting with broader 'Buy' consensus)
- •Net leverage remains elevated above 3.3x despite deleveraging targets; path to 3.0x unclear if profitability pressures persist
Fund 13D/13G Filings (1)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Citadel Advisors | SC 13G | NEW | 5.9% | -1.6% vs SPY +0.6% abs | 2026-05-29 | ↗ |