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High materiality8/10

Capstone reaffirms 2026 targets after stronger Q2 results

Aug 12, 2026, 10:25 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong top-line growth, margin expansion, and reaffirmed full-year targets reduce downside risk and support a near-term re-rating; positive sentiment typical after solid quarterly performance for a capital-light, growth-oriented distributor.

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What happened, with direct paths to the underlying reporting

Capstone reported strong Q2 2026 results, with revenue up 67% to $21.5M and gross profit up 92% to $6.0M, while gross margin rose to 27.9%. Stone Business Adjusted EBITDA was $2.0M on a 9.4% margin, up $2.9M from Q1. The company reaffirmed FY2026 guidance of about $72.1M revenue and $3.8M EBITDA, signaling improving operating leverage on its Instone platform.

Q2 2026 revenue up 67% to $21.5M; gross profit +92% to $6.0M.
Gross margin 27.9%, up 357 bps; Stone Adjusted EBITDA $2.0M.
FY2026 guidance reaffirmed: revenue $72.1M, gross profit $18.7M, EBITDA ~$3.8M.
Capstone emphasizes Instone platform as growth and margin lever.

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