The Analysts

@capstackcapital

@capstackcapital · Tue, Aug 11

Rightsized CapStack Capital@CapstackCapital
$AP out with a strong Q2’26! Fantastic summary below. One phrase below accurately sums up the dynamics at AP, especially in the FCEP segment - “… proving that addition by subtraction works”. Highlights & my thoughts are below. Q2'26 Highlights: > Revenue: $102.9M (-9% y/y)
24d agoview on X ↗

tweeted Tue, Aug 11 · counted from Wed, Aug 12 close

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Long AP · High confidence

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High0.90

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Wed, Aug 12 · market close

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