Latest Earnings Analysis

• Lumentum (LITE) Q3 2026: Operating Margin Expands 2,140bps as Supply Constraints Tighten
  May 06, 2026 · LITE
• MBC (MBC) Q1 2026: $30M Cost Actions Drive Margin Defense Amid 6% Sales Decline
  May 06, 2026 · MBC
• Freshworks (FRSH) Q1 2026: EX ARR Jumps 27% as Enterprise Wins Fuel Strategic Shift
  May 06, 2026 · FRSH
• AMD (AMD) Q1 2026: Data Center Revenue Surges 57%, CPU TAM Outlook Doubles to $120B
  May 06, 2026 · AMD
• Accel Entertainment (ACEL) Q1 2026: Distributed Gaming Revenue Up 9% as Market Density Drives Margin Expansion
  May 06, 2026 · ACEL
• Lucid (LCID) Q1 2026: Uber Robotaxi Commitment Jumps 75% to 35,000 Vehicles, Extending Demand Visibility
  May 06, 2026 · LCID
• Jacobs (J) Q2 2026: Data Center Pipeline Up 400%, Rewiring Growth and Margin Outlook
  May 06, 2026 · J
• Hinge Health (HNGE) Q1 2026: Billings Surge 52% as Platform Expansion Unlocks New Growth Vectors
  May 06, 2026 · HNGE
• Astera Labs (ALAB) Q1 2026: Scorpio X Ramps to 320 Lanes, Doubling AI Fabric Dollar Content
  May 06, 2026 · ALAB
• Marketa (MQ) Q1 2026: Non-Block TPV Grows 2x Faster, Cementing Platform Diversification
  May 06, 2026 · MQ
• Skyworks (SWKS) Q2 2026: Android Win Adds $1B Through 2030, Broad Markets Power 30% Growth Engines
  May 06, 2026 · SWKS
• Supermicro (SMCI) Q3 2026: Gross Margin Jumps 58% as DCPBS and Enterprise Mix Drive Profitable Shift
  May 06, 2026 · SMCI
• GIC Q1 2026: Canada Revenue Jumps 24%, E-Procurement Drives Account Expansion
  May 06, 2026 · GIC
• Cumberland Pharmaceuticals (CPIX) Q1 2026: $100M Apotex Deal Reshapes Business Model and Strategic Focus
  May 06, 2026 · CPIX
• Ambev (ABEV) Q1 2026: Premium Beer Mix Up 20%, Fueling Margin Expansion Amid Cost Pressure
  May 06, 2026 · ABEV
• Lumen (LUMN) Q1 2026: Strategic Revenue Mix Hits 51% as Alkira Deal Accelerates Digital Pivot
  May 06, 2026 · LUMN
• AGCO (AGCO) Q1 2026: $90M Tariff Surge Forces Margin Reset as Share Gains Outpace Market
  May 05, 2026 · AGCO
• Diamondback Energy (FANG) Q1 2026: 200+ DUCs Drawn as Permian Activity Accelerates on Supply Shock
  May 05, 2026 · FANG
• Southwest Gas (SWX) Q1 2026: Great Basin Open Season Oversubscribed 8x, Unlocking Long-Term Growth Optionality
  May 05, 2026 · SWX
• Tidewater (TDW) Q1 2026: $500M Brazil Acquisition Expands Global OSV Platform Amid Margin Resilience
  May 05, 2026 · TDW
• New Mountain Finance (NMFC) Q1 2026: $470M Portfolio Sale Unlocks 11.1% Yield and Buyback Upside
  May 05, 2026 · NMFC
• Tennant Company (TNC) Q1 2026: Robotics Revenue Jumps 85% as ERP Recovery Drives Margin Rebound
  May 05, 2026 · TNC
• Vornado (VNO) Q1 2026: Park Avenue Plaza Adds $0.10 Accretion, Reinforcing Landlord’s Market Leverage
  May 05, 2026 · VNO
• Sterling Infrastructure (STRL) Q1 2026: Backlog Surges 131% as E-Infrastructure Drives Multi-Year Visibility
  May 05, 2026 · STRL
• HealthStream (HSTM) Q1 2026: Acquisitions Add $3.4M, Fueling Platform Expansion and Career Network Investment
  May 05, 2026 · HSTM
• Sotera Health (SHC) Q1 2026: Nordion Grows 26% as Segment Mix Drives Margin Expansion
  May 05, 2026 · SHC
• Onity (ONIT) Q1 2026: Origination Volume Quadruples as Servicing Headwinds Cut ROE Guidance
  May 05, 2026 · ONIT
• Enpro (NPO) Q1 2026: AST Orders Surge Double Digits, Guidance Raised on Semiconductor Upswing
  May 05, 2026 · NPO
• Repligen (RGEN) Q1 2026: Analytics Surges 50%, Margin Expansion Accelerates Transformation
  May 05, 2026 · RGEN
• Fortria (FTRE) Q1 2026: Book-to-Bill Reaches 1.15x as Biotech Pipeline Expands
  May 05, 2026 · FTRE
• Harley-Davidson (LVWR) Q1 2026: Dealer Inventory Down 22% as “Back to the Bricks” Resets Volume Playbook
  May 05, 2026 · LVWR
• Pediatrics Medical Group (MD) Q1 2026: Pricing Growth Lifts EBITDA as Volume Slips 1%
  May 05, 2026 · MD
• Black Rifle Coffee (BRCC) Q1 2026: Wholesale Jumps 31%, Margin Recovery Hinges on Volume Gains
  May 05, 2026 · BRCC
• Alkermes (ALKS) Q1 2026: Proprietary Portfolio Sales Surge 38% as Orexin Pipeline Expands
  May 05, 2026 · ALKS
• XPRO (XPRO) Q1 2026: Enhanced Drilling Adds $275M Backlog, Unlocking Offshore Margin Expansion
  May 05, 2026 · XPRO
• Otter Tail (OTTR) Q1 2026: Electric Segment Jumps 43% as Rate-Based Growth Drives EPS Upside
  May 05, 2026 · OTTR
• Procore (PCOR) Q1 2026: AI Solutions Drive 650 Basis Point Margin Expansion, Setting Platform Leverage Path
  May 05, 2026 · PCOR
• Lifetime Group Holdings (LTH) Q1 2026: Membership Mix Shift Delivers 160bps Margin Expansion
  May 05, 2026 · LTH
• Dorman Products (DORM) Q1 2026: Tariff-Driven Margin Down 490bps, Automation and Mix Set Stage for H2 Recovery
  May 05, 2026 · DORM
• Atlas Energy Solutions (AESI) Q1 2026: Logistics Margins Surge to Mid-Teens as Power Pipeline Doubles
  May 05, 2026 · AESI
• NJR (NJR) Q2 2026: Energy Services Lifts Guidance Again as Utility Drives 60% of Earnings
  May 05, 2026 · NJR
• CenterSpace (CSR) Q1 2026: Minneapolis Leasing Spreads Jump 3.8%, Midwest Outperformance Solidifies Portfolio Stability
  May 05, 2026 · CSR
• AudioCodes (AUDC) Q1 2026: Voice AI and Live Services Drive 20% ARR Growth, Accelerating Recurring Revenue Shift
  May 05, 2026 · AUDC
• Viper Energy (VNOM) Q1 2026: Riverbend Acquisition Adds 3,000 Net Royalty Acres, Ups Organic Growth Outlook
  May 05, 2026 · VNOM
• Corbridge Financial (CRBG) Q1 2026: $500M Synergy Target Anchors Equitable Merger Integration
  May 05, 2026 · CRBG
• BOW Q1 2026: Inventory References Dominate, Leaving Strategic Clarity Absent
  May 05, 2026 · BOW
• AB InBev (BUD) Q1 2026: Premium and Beyond Beer Drive 8.2% Mega Brand Revenue Growth
  May 05, 2026 · BUD
• MFA (MFA) Q1 2026: $101M Legacy Multifamily Capital to Unlock Dividend-Earnings Reconnection
  May 05, 2026 · MFA
• Ocugen (OCGN) Q1 2026: $37.5M Capital Raise Extends Runway as Three BLA Filings Targeted by 2028
  May 05, 2026 · OCGN
• Global Indemnity (GBLI) Q1 2026: Wholesale Premiums Drop 5% as E&S Market Competition Intensifies
  May 05, 2026 · GBLI