Latest Earnings Analysis

• 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
• Audia (ADEA) Q1 2026: AMD Deal Drives 28% Non-Pay TV Recurring Revenue Growth, CEO Transition Looms
  May 05, 2026 · ADEA
• NovationBio (NUVB) Q1 2026: First-Line Shift Lifts Ibtrozi Revenue 18% as Patient Mix Rebalances
  May 05, 2026 · NUVB
• WiseKey (WKEY) Q4 2025: Cash Surges 370% as Quantum Pipeline Tops $200M
  May 04, 2026 · WKEY
• NAPCO Security Technologies (NSSC) Q3 2026: Recurring Revenue Surges Past $100M Run Rate, Margin Profile Strengthens
  May 04, 2026 · NSSC
• LB Foster (FSTR) Q1 2026: Rail Segment Surges 38%, Restoring Normal Demand Cycle
  May 04, 2026 · FSTR
• Marzetti (MZTI) Q3 2026: Bachans Acquisition Adds $87M Run-Rate, Ignites ‘Authentic Flavors’ Growth Leg
  May 04, 2026 · MZTI
• Crystal Biotech (KRYS) Q1 2026: Ex-US Revenue Jumps 39% as Global Launch Diversifies Growth
  May 04, 2026 · KRYS
• Cogent Communications (CCOI) Q1 2026: Wavelength Revenue Jumps 91% as On-Net Mix Hits 62%
  May 04, 2026 · CCOI
• Tyson Foods (TSN) Q2 2026: Chicken Guidance Raised $200M as Genetics and Mix Drive Margin Upside
  May 04, 2026 · TSN
• Pinnacle West (PNW) Q1 2026: Transmission Revenue Jumps $0.16 per Share as Growth Pipeline Expands
  May 04, 2026 · PNW
• HES Midstream (HESM) Q1 2026: CapEx Slashed by 33%, Free Cash Flow Surges Toward $960M
  May 04, 2026 · HESM
• Axsome Therapeutics (AXSM) Q1 2026: Ovelity Peak Sales Raised to $8B on Alzheimer’s Agitation Expansion
  May 04, 2026 · AXSM
• RLJ (RLJ) Q1 2026: Urban Portfolio Drives 4.8% RevPAR Growth, Non-Room Revenue Surges 8.2%
  May 04, 2026 · RLJ
• NCLH Q1 2026: $125M SG&A Cut Sets Stage for Multi-Year Cost Reset Amid Yield Pressure
  May 04, 2026 · NCLH
• ADC Therapeutics (ADCT) Q1 2026: Operating Expenses Down 13% as Zynlanta Awaits Key Lotus 5 Readout
  May 04, 2026 · ADCT
• Twist Bioscience (TWST) Q2 2026: Therapeutics Revenue Surges 55% on AI-Driven Demand Expansion
  May 04, 2026 · TWST
• Superior Group of Companies (SGC) Q1 2026: Branded Products Margin Expands 210bps, Pipeline Remains Robust
  May 04, 2026 · SGC
• SAM Q1 2026: SunCruiser Drives Top 5 RTD Growth, Margin Holds at 49.3% Despite Volume Decline
  May 02, 2026 · SAM
• NUTX Q1 2026: IDR Claims Drive 85% Win Rate as Self-Developed Hospitals Enter Pipeline
  May 02, 2026 · NUTX
• Wabash (WNC) Q1 2026: Backlog Surges 19% as Recovery Signals Build, Margin Pressure Persists
  May 02, 2026 · WNC
• CNO (CNO) Q1 2026: Operating EPS Jumps 33% as Medicare Supplement and Worksite Sales Outperform
  May 01, 2026 · CNO
• Gates Industrial (GTES) Q1 2026: ERP Transition Drives 130bps Margin Drag, But Orders Outpace Sales
  May 01, 2026 · GTES