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 of $1.49B (+3.3% YoY) but posted a $28.3M net loss with Adjusted EBITDA declining 11.8% YoY to $285M (19.1% margin). The company reaffirmed full-year 2026 guidance ($5.89B–$6.18B revenue, $1.135B–$1.195B Adjusted EBITDA) and added two healthcare veterans to its board, though cash declined sharply from $609M to $420M since year-end 2025.
Red flags
- •Adjusted EBITDA margin compression of 11.8% YoY despite 3.3% revenue growth signals operational headwinds or cost pressures
- •Net loss of $28.3M in Q2 with negative EPS of -$1.84 vs. $0 prior year indicates profitability deterioration post-IPO
- •Cash and cash equivalents declined 31% ($189M) in first half of 2026, raising capital runway concerns despite recent IPO proceeds
- •Revenue growth (3.3% YoY) significantly lags Adjusted EBITDA decline (11.8% YoY), suggesting margin pressure is structural rather than temporary
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% | +12.1% vs SPY +13.1% abs | 2026-05-29 | ↗ |