All 4 of these companies which made it to my long term holdings list reported results today. All 4 had excellent updates to 31st Dec 25

Volex: 15%YOY organic growth and guidance to beat market expectations. As expected the data centre division(Complex Industrial tech) is leading the way. The share price reacted appropriately and the company is trading at an all time high. The new tarriffs uncertainty should be benefitial to them as they have multiple production facilities across the globe which makes it easier to manage.

GetBusy: While results are in line with market expectations, there is return to revenue growth and a clear momentum behind one of their main products(SmartVault), where new business was up 65% yoy. I think 2026 would be a pivotal year for the company as they consolidate.

Journeo: Decent results with a modest profit beat. Again, 2026 would be a year of consolidation as they continue to integrate Crime and Defense division.

Schwab: Revenue up 19% and profits up 34%. What’s not to like for a business. The slighly unfortunate thing is that both of these were a tad below the market expectations so the shares are off a couple of percent in pre market. But longer term this is an excellent capital light business which is a money making machine.

Overall pleasing updates from all 4. No changes in long term outlook(which is positive)