Latest Earnings Analysis

• Precision Drilling (PDS) Q2 2026: U.S. Rig Reactivations Spike 30%, Margin Inflection Looms in Q4
  July 29, 2026 · PDS
• Fortive (FTV) Q2 2026: Share Repurchases Hit 11% of Float as Organic Growth Accelerates
  July 29, 2026 · FTV
• NBR Q2 2026: International EBITDA Margin Expands 127bps as Saudi Growth and Tech Upside Accelerate
  July 29, 2026 · NBR
• Mechanics Bancorp (MCHB) Q2 2026: Dividend Yield Surges to 7% on Post-Merger Capital Release
  July 29, 2026 · MCHB
• American Assets Trust (AAT) Q2 2026: $0.29 FFO Upside Embedded as Office Lease-Up Accelerates
  July 29, 2026 · AAT
• DMC Q2 2026: Del Monte Foods Acquisition Lifts Outlook as Prepared Segment Margin Target Raised to 15%
  July 29, 2026 · DMC
• Rush Enterprises (RUSHA) Q2 2026: Backlog Covers 75% of Year, EPA Transition Drives Multi-Year Upside
  July 29, 2026 · RUSHA
• Constellium (CSTM) Q2 2026: Adjusted EBITDA Surges 88% as Recycling and Aerospace Drive Early Target Achievement
  July 29, 2026 · CSTM
• BrightSpire Capital (BRSP) Q2 2026: $319M Loan Originations Drive Loan Book Toward $3.5B Target
  July 29, 2026 · BRSP
• Lithia Motors (LAD) Q2 2026: SG&A Improves 290bps, Unlocking Cost Leverage for Second Half
  July 29, 2026 · LAD
• Generac (GNRC) Q2 2026: Data Center Backlog Jumps $1B, Tripling Capacity Runway
  July 29, 2026 · GNRC
• Crane (CR) Q2 2026: Acquisitions Add 20% to Sales, Accelerating Margin and Backlog Growth
  July 29, 2026 · CR
• MGPI Q2 2026: Premium Plus Brands Up 5% as Distilling Headwinds Persist
  July 29, 2026 · MGPI
• EXLS Q2 2026: Data and AI Revenue Surges 30%, iMerit Acquisition Expands AI Model Reach
  July 29, 2026 · EXLS
• Eagle Materials (EXP) Q1 2027: CapEx Peaks at $525M as Margin Focus Intensifies
  July 29, 2026 · EXP
• Integra LifeSciences (IART) Q2 2026: EBITDA Margin Expands 160bps as Supply Reliability and Portfolio Execution Improve
  July 29, 2026 · IART
• Ionis (IONS) Q2 2026: Commercial Revenue Jumps 15% as Tringolza SHTG Launch Expands Market Reach
  July 29, 2026 · IONS
• Option Care Health (OPCH) Q2 2026: $150M Buyback and Acute Growth Signal Platform Resilience
  July 29, 2026 · OPCH
• Expand Energy (EXE) Q2 2026: Twin Eagle Deal Adds $200M EBITDA, Unlocks Integrated Gas Platform
  July 29, 2026 · EXE
• Stepan (SCL) Q2 2026: Surfactant EBITDA Up 59% as Catalyst Savings and Volume Spur Margin Recovery
  July 29, 2026 · SCL
• ProPetro (PUMP) Q2 2026: Contracted Power Jumps 46% to 350MW as Data Center Pipeline Builds
  July 29, 2026 · PUMP
• Hayward (HAYW) Q2 2026: North America Grows 9% as Share Gains Outpace Market
  July 29, 2026 · HAYW
• OneMain Financial (OMF) Q2 2026: Credit Card Accounts Jump 44%, Reserve Ratio Rises as Mix Shifts
  July 29, 2026 · OMF
• Littlefuse (LFUS) Q2 2026: Industrial Segment Jumps 52% as Bookings Hit Record High
  July 29, 2026 · LFUS
• Johnson Controls (JCI) Q3 2026: Backlog Surges 32% to $21B, Anchoring AI-Driven Growth Trajectory
  July 29, 2026 · JCI
• Chefs' Warehouse (CHEF) Q2 2026: Organic Sales Jump 12.2% as Margin Expansion Signals Durable Operating Leverage
  July 29, 2026 · CHEF
• Prague Holdings (PRG) Q2 2026: Consolidated GMV Surges 60% as Ecosystem Model Unlocks Margin Expansion
  July 29, 2026 · PRG
• Garrett Motion (GTX) Q2 2026: Industrial Turbo Sales Double to $200M, Accelerating Portfolio Shift
  July 29, 2026 · GTX
• Radware (RDWR) Q2 2026: Cloud ARR Surpasses $100M as AI Security Drives Pipeline Expansion
  July 29, 2026 · RDWR
• Fortrea (FTRE) Q2 2026: Book-to-Bill Tops 1.06 as Biotech Pipeline Diversifies
  July 29, 2026 · FTRE
• Lemonade (LMND) Q2 2026: LAE Ratio Falls to 5%, Driving Operating Leverage and AI Edge
  July 29, 2026 · LMND
• Teradyne (TER) Q2 2026: AI Drives 100%+ Revenue Surge as Wafer-to-Data Center Strategy Accelerates
  July 29, 2026 · TER
• TPG Real Estate Finance Trust (TRTX) Q2 2026: $400M Term Loan Reshapes Liability Structure, 69% Portfolio Now Post-2023 Vintage
  July 29, 2026 · TRTX
• Zurn Elkay (ZWS) Q2 2026: IntelliHot Adds $37M Sales, Expanding High-Margin Adjacency Platform
  July 29, 2026 · ZWS
• Unum Group (UNM) Q2 2026: $3.8B LTC Risk Transfer Reshapes Closed Block, Double-Digit PFML Repricing Underway
  July 29, 2026 · UNM
• Monro (MNRO) Q1 2027: Tire Unit Volume Holds Flat Despite 1.7% Comp Decline, Marketing Spend Remains Intact
  July 29, 2026 · MNRO
• Slide Insurance (SLDE) Q2 2026: Combined Ratio Improves 990 bps as Geographic Expansion Accelerates
  July 29, 2026 · SLDE
• Orion Group (ORN) Q2 2026: $27B Pipeline Signals Marine and Concrete Upside Despite Project Timing Drag
  July 29, 2026 · ORN
• Evercore (EVR) Q2 2026: Non-Comp Expenses Jump 30% as Record Backlog Fuels Talent and Tech Spend
  July 29, 2026 · EVR
• Ashland (ASH) Q3 2026: 7% Sales Growth as Globalize and Innovate Surpass Annual Targets
  July 29, 2026 · ASH
• ANIK Q2 2026: Gross Margin Climbs to 65% as Lean Transformation Drives Structural Profitability
  July 29, 2026 · ANIK
• Peabody Energy (BTU) Q2 2026: Centurion Ramp Targets 2M Tons, Unlocks $350M Liquidity
  July 29, 2026 · BTU
• Avis Budget Group (CAR) Q2 2026: Americas Fleet Down 5%, Operational Discipline Drives Margin Expansion
  July 29, 2026 · CAR
• UMB Financial (UMBF) Q2 2026: Fee Income Jumps 20% as Institutional Banking Drives Leverage
  July 29, 2026 · UMBF
• VF Corp (VFC) Q1 2027: North Face +4% and Timberland +3% Offset Vans' 9% Drop as Guidance Rises
  July 29, 2026 · VFC
• Seacoast Banking (SBCF) Q2 2026: Loan Portfolio Surges 16% as Organic Growth and Integration Drive Florida Franchise
  July 29, 2026 · SBCF
• Quad (QUAD) Q2 2026: Packaging Revenue Nears $135M, In-Store Connect Store Count Doubles
  July 29, 2026 · QUAD
• Silgan Holdings (SLGN) Q2 2026: Metal Container Volumes Flat as Pet Food Grows 7%
  July 29, 2026 · SLGN
• SiteOne (SITE) Q2 2026: Private Brand Sales Surge 40% as Market Share Outperformance Offsets Volume Weakness
  July 29, 2026 · SITE
• Newmark (NMRK) Q2 2026: Management & Servicing Revenue Jumps 18%, Extending Recurring Growth Streak
  July 29, 2026 · NMRK