TickerTalks
Browse all tickers →
TickerTalks›$ADFJF
ADADFJF

ADF Group Inc.

$ADFJF·$364M·Manufacturing - Metal Fabrication·Industrials
$12.75-0.4%YTD+88.9%1Y+74.9%
Mentions · last 7 days
2026-07-18: 0 posts2026-07-19: 0 posts2026-07-20: 0 posts2026-07-21: 0 posts2026-07-22: 0 posts2026-07-23: 0 posts2026-07-24: 0 posts0
Price updated 1d ago·X counts updated 1d ago
ADADFJF
$ADFJFADF Group Inc.
$12.75-0.39%0 posts
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ADFJF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-25

The move is getting stronger, with heavier trading behind it.

ADF Group is up 89% YTD as fabrication-services revenue jumped 79% in Q1 fiscal 2027 — a $360M Canadian structural-steel play into the data-center construction cycle.

ADF Group Inc. is a US-listed Canadian structural-steel-design and metalwork services provider serving non-residential construction (Canada and US) — the specific pure-play Canadian structural-steel-fabrication name for commercial/industrial/data-center construction. Shares are up 89% year-to-date and 75% over twelve months at $12.75 above the 50-day and 200-day MAs with a $360M market cap, and September 10 Q2 fiscal 2027 earnings is the near-term catalyst.

  • Q1 fiscal 2027 (April) was a huge beat: revenue grew 79% YoY to $99M with 24% gross margin, and EPS of $0.309 beat the $0.206 estimate by 50% per the June 9 print — structural-steel-fabrication capturing exceptional operating leverage on data-center-and-industrial demand.
  • Revenue trajectory has reversed sharply: Q1 fiscal 2027 79%, Q4 fiscal 2026 2%, Q3 -10.7%, Q2 -29.2% — growth swung from -29% Q2 fiscal 2026 through -10.7% Q3, +2% Q4, to +79% Q1 fiscal 2027, driven by the specific structural-steel-demand cycle recovery.
  • Earnings-surprise pattern is highly variable but recently very strong: Q1 beat 50%, Q4 fiscal 2026 missed 41.5%, Q3 by 63.7%, Q2 missed 85.7% — persistent large positive-and-negative surprises reflecting the specific structural-steel-fabrication project-timing volatility.
  • The May 14 Seeking Alpha framing is a specific analyst signal: ("ADF Group: Upgrading After The Backlog Reset") — a specific pattern of long-only analyst upgrade following the multi-quarter backlog reset that now positions the equity for continued execution.

September 10 Q2 fiscal 2027 earnings is the near-term hinge — a beat with continued 50%+ revenue growth plus commentary on data-center-construction backlog attribution, US-project-execution trajectory, and any FY27 guide direction could extend this leg toward $16+; a specific project-timing pushout or backlog-conversion delay is the near-term risk given the current 14x PE reflects reasonable multiple expansion room.

What to watch: September 10 Q2 fiscal 2027 earnings — Q2 revenue growth continuation at 50%+, data-center-construction backlog attribution, US-project-execution trajectory, and FY27 guide; project-timing pushout or backlog-conversion delay is the sell tell.

On the calendar: 2026-09-10 — Q2 FY27 earnings

no sentiment sample

Read the AI verdict + X sentiment for $ADFJF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Fabricates and erects complex structural steel frameworks for large commercial and industrial construction projects across North America.

Industry overviewAI analysisGenerated by AI from underlying data

Where Manufacturing - Metal Fabrication sits in its cycle right now — and what that implies for $ADFJF.

Manufacturing - Metal Fabrication · Industrials

No material change from last week — ATI's specialty titanium alloys and nickel superalloys for jet engines benefit from commercial aviation production ramp and military hypersonics procurement.

What this means for $ADFJF

Partial — Fabricates and erects complex structural steel frameworks for large commercial and industrial construction projects across North America; partial earnings exposure to manufacturing - metal fabrication demand dynamics through its product portfolio.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+17.4%YTD
+19.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
23.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 9, 2026$0.31$0.21+50.0%
Q1 2026Apr 16, 2026$0.18$0.30-41.5%
Q3 2025Dec 11, 2025$0.26$0.16+63.7%
Q2 2025Sep 11, 2025$0.02$0.15-85.7%
Next earningsThu, Sep 10·consensus EPS $0.23

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$99.2M+78.7%23.8%16.5%$0.42$2.3M
Q4 FY25$78.9M+2.0%21.5%11.4%$0.38$34.3M
Q3 FY25$71.4M-10.7%27.6%23.3%$0.36$340K
Q2 FY25$53.0M-29.2%20.7%4.0%$0.03$-19.7M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$257.8M$257.8M – $257.8M$1.16$1.16 – $1.161
FY27$361.0M$361.0M – $361.0M$1.47$1.47 – $1.471
FY28$452.1M$452.1M – $452.1M$2.23$2.23 – $2.231

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.99%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+29.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+75.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 25.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.535-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

ADF Group: Upgrading After The Backlog Resetseekingalpha.com·73d ago

More in Manufacturing - Metal Fabrication

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$AP$ATI$DPC$ELMT$AZZ
Voices on X · last 7 days

No standout posts about $ADFJF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport