Latest Earnings Analysis

• Revity (RVTY) Q1 2026: China Divestiture Boosts Pro Forma Growth to 6%, Resets Margin Trajectory
  May 05, 2026 · RVTY
• HepsiBurada (HEPS) Q4 2025: 89% Off-Platform Logistics Surge Reshapes Margin Mix
  May 05, 2026 · HEPS
• IDEXX Laboratories (IDXX) Q1 2026: CAG Instrument Placements Up 12% as Platform Expansion Drives Recurring Revenue
  May 05, 2026 · IDXX
• APTV (APTV) Q1 2026: $4.6B Bookings Signal Non-Auto Penetration and Margin Expansion Ahead
  May 05, 2026 · APTV
• PayPal (PYPL) Q1 2026: Fastlane Drives 80% Guest Checkout Conversion, Reinventing Merchant Holiday Strategies
  May 05, 2026 · PYPL
• EVEX Q1 2026: $500M Order Book Anchors Production, Embraer Synergies Sharpen Cost Edge
  May 05, 2026 · EVEX
• OSI Systems (OSIS) Q3 2026: Backlog Hits $1.9B as Security Grows 25% Ex-Mexico
  May 05, 2026 · OSIS
• UFP Technologies (UFPT) Q1 2026: Robotic Surgery Programs Drive 7% Segment Growth, Capacity Expansion Signals Back-Half Upside
  May 05, 2026 · UFPT
• EVGO (EVGO) Q1 2026: AV and Ancillary Revenue Surges 300%, Highlighting New Growth Pathways
  May 05, 2026 · EVGO
• Ocular Therapeutix (OCUL) Q1 2026: SOL1 Superiority Data Drives NDA Momentum and 12-Month Disease Control Narrative
  May 05, 2026 · OCUL
• First Watch (FWRG) Q1 2026: Menu Innovation Lifts Check Average, Margin Expands 200bps
  May 05, 2026 · FWRG
• SOPH Q1 2026: Net Dollar Retention Climbs to 117% as Platform Expansion Drives Upsell Momentum
  May 05, 2026 · SOPH
• Sonos (SONO) Q2 2026: Gross Margin Pressured by 400bps Memory Cost Headwind as Product Expansion Accelerates
  May 05, 2026 · SONO
• Palantir (PLTR) Q1 2026: U.S. Revenue Soars 104% as AIP Drives Institutional Adoption
  May 05, 2026 · PLTR
• JELD (JELD) Q1 2026: OTIF Surges Past 90%, Service Gains Offset Margin Drag
  May 05, 2026 · JELD
• DuPont (DD) Q1 2026: Margin Expands 230bps as Healthcare and Aerospace Outperform
  May 05, 2026 · DD
• EverQuote (EVER) Q1 2026: Adjusted EBITDA Jumps 30% as AI Drives Productivity and Margin Expansion
  May 05, 2026 · EVER
• Rhythm Pharmaceuticals (RYTM) Q1 2026: HO Launch Drives 27% International Revenue Surge, Setting Up Global Expansion
  May 05, 2026 · RYTM
• SHLS Q1 2026: Backlog Climbs 18% as Data Center and Solar Orders Fuel Visibility
  May 05, 2026 · SHLS
• James River (JRVR) Q1 2026: $6.7M Reinsurance Hit Masks 6% Core Casualty Growth
  May 05, 2026 · JRVR
• Inspire Medical Systems (INSP) Q1 2026: $120M-$150M Revenue Impact From Coding Headwinds Reshapes Growth Trajectory
  May 05, 2026 · INSP
• ATKR Q2 2026: $136.5M Legal Settlement and Asset Divestitures Reshape Core Electrical Focus
  May 05, 2026 · ATKR
• ON Semiconductor (ON) Q1 2026: AI Data Center Revenue Doubles, Margin Expansion Signals Recovery
  May 05, 2026 · ON
• HSBC (HSBC) Q1 2026: Wealth Fee Income Surges 15% as Simplification Delivers Broad-Based ROTI
  May 05, 2026 · HSBC
• Grab (GRAB) Q1 2026: On-Demand GMV Jumps 24% as AI and EV Initiatives Deepen Competitive Moat
  May 05, 2026 · GRAB
• LSCC Q1 2026: Compute and Communications Revenue Surges 86% as AMI Deal Doubles TAM
  May 05, 2026 · LSCC
• TVTX Q1 2026: Filspari Revenue Jumps 88% as FSGS Approval Unlocks $3B Peak Sales Path
  May 05, 2026 · TVTX
• InspireMD (NSPR) Q1 2026: U.S. Commercial Pause Halts Guidance Despite 122% Revenue Surge
  May 05, 2026 · NSPR
• BMRN Q1 2026: Amicus Acquisition Adds $500M, Driving 20% Growth Trajectory Shift
  May 05, 2026 · BMRN
• Gaia (GAIA) Q1 2026: Direct Member ARPU Targeted for 25% Lift as Third-Party Mix Falls Below 20%
  May 05, 2026 · GAIA
• Paymentus (PAY) Q1 2026: AI-Driven Bill Wallet Launches as Revenue Jumps 30%
  May 05, 2026 · PAY
• CryoPort (CYRX) Q1 2026: Commercial Cell & Gene Therapy Revenue Jumps 26% as Pipeline Matures
  May 05, 2026 · CYRX
• TCMD Q1 2026: Lymphedema Revenue Jumps 23% as Prior Authorization Transition Drives Market Share Opportunity
  May 05, 2026 · TCMD
• ThredUp (TDUP) Q1 2026: Active Buyers Surge 25%, Fueling Supply and AI-Driven Marketplace Expansion
  May 05, 2026 · TDUP
• Advanced Energy (AEIS) Q1 2026: Data Center Revenue Surges 102%, Capacity Expansion Accelerates
  May 05, 2026 · AEIS
• V2X (VVX) Q1 2026: Backlog Surges 24% to $13.8B, Locking In Multi-Year Revenue Visibility
  May 05, 2026 · VVX
• Medifast (MED) Q1 2026: Coach Productivity Jumps 19%, Anchoring Metabolic Health Pivot
  May 05, 2026 · MED
• Matson (MATX) Q1 2026: China Service Drives $20M YoY Operating Income Upside as Demand Rebounds
  May 05, 2026 · MATX
• Fabrinet (FN) Q3 2026: Data Center Interconnect Revenue Jumps 90%, Fueling Multi-Vector Growth
  May 05, 2026 · FN
• Allison Transmission (ALSN) Q1 2026: Off-Highway Revenue Climbs 10% as Integration Synergies Begin to Materialize
  May 05, 2026 · ALSN
• AVNW Q3 2026: $9M Revenue Pushouts Cloud Quarter, FY27 Growth Levers Gain Visibility
  May 05, 2026 · AVNW
• Repay (RPAY) Q1 2026: CUBRA Acquisition to Double Revenue, Expand to 40% of North American Households
  May 05, 2026 · RPAY
• GeneDx (WGS) Q1 2026: Exome and Genome Volume Jumps 34% as Guidance Resets on Mix Shift
  May 05, 2026 · WGS
• Pinterest (PINS) Q1 2026: 16% Share Reduction Signals Aggressive Capital Return Amid AI-Driven Growth
  May 05, 2026 · PINS
• ICHR Q1 2026: Q2 Revenue Guide Surges 17%, Margin Expansion Signals Structural Shift
  May 05, 2026 · ICHR
• Baldwin Group (BWIN) Q1 2026: CAC Partnership Drives 27% Growth, Accelerates Synergy Realization
  May 05, 2026 · BWIN
• Vertex (VRTX) Q1 2026: Non-CF Portfolio Drives 25% of Growth as Renal Franchise Accelerates
  May 05, 2026 · VRTX
• Duolingo (DUOL) Q1 2026: AI Content Output Surges 10x, Setting Up Durable User Growth
  May 05, 2026 · DUOL
• Amoresco (AMRC) Q1 2026: $400M Biofuels JV Unlocks Capital for 10%+ Growth Ambition
  May 05, 2026 · AMRC
• BWXT (BWXT) Q1 2026: Backlog Surges 77% as U.S. Nuclear Capacity Expansion Accelerates
  May 05, 2026 · BWXT