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Fiscal Spend Short '25: Permitting

7 tickers · $122.04B total market cap

Group: Fiscal Spend Short

Fiscal Spend Short '25: Permitting tracks 7 publicly listed stocks in this theme: ADSK, ARCAD.AS, BSY, HEXA-B.ST, NEM.XETRA, PCOR, TRMB. See the constituent table for details.

Constituents

Build 20260520T081747

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
Autodesk, Inc.ADSK
02/26/2026 (AMC)05/28/2026 (AMC)5.32%-0.70%$51.55B14.2857
Hexagon AB (publ)HEXA-B.ST
04/23/2026 (BMO)04/23/2026 (BMO)-0.18%-2.01%-1.01%2.07%$28.63B14.2857
Trimble Inc.TRMB
05/06/2026 (AMC)05/06/2026 (AMC)-4.17%-9.54%-3.92%-11.79%$12.72B14.2857
Bentley Systems, IncorporatedBSY
05/07/2026 (BMO)05/07/2026 (BMO)12.53%2.15%-12.26%0.76%$9.65B14.2857
Nemetschek SENEM.XETRA
04/30/2026 (BMO)04/30/2026 (BMO)3.21%-1.28%-8.72%6.03%$8.83B14.2857
Procore Technologies, Inc.PCOR
05/05/2026 (AMC)05/05/2026 (AMC)9.32%-14.72%4.49%-10.56%$7.15B14.2857
Arcadis N.V.ARCAD.AS
02/19/2026 (AMC)-7.11%18.84%$3.50B14.2857
Average2.70%-5.08%-0.47%-2.70%$17.43B14.2857
Median3.21%-2.01%-1.01%0.76%$9.65B14.2857
Std Dev6.54%6.15%9.39%7.15%$15.79B0.0%
Min-7.11%-14.72%-12.26%-11.79%$3.50B14.2857
Max12.53%2.15%18.84%6.03%$51.55B14.2857
% Positive Tickers57.14%20.00%28.57%60.00%

* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.

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