Overview
- In its Q3 2025 letter, Carillon Tower Advisers says the small-cap advance from April lows continued, with the Russell 2000 Growth Index up 12.19% for the quarter.
- Zurn Elkay is cited as outperforming nonresidential construction after an across-the-board earnings beat, with growth helped by new products and favorable legislation.
- Lantheus is described as under pressure as Pylarify faces new competition and reimbursement setbacks, prompting lowered guidance with no near-term pipeline offsets.
- Monday.com reported better-than-expected results but trimmed guidance due to a temporary change in inbound lead generation and macro pressures on its customer base.
- Additional highlights include Rambus benefiting from AI data center demand, Perimeter Solutions gaining on strong execution and a new multi-year fire-retardant contract, and Powell Industries rallying on a robust utility and grid investment outlook with potential data center exposure.