Latest Earnings Analysis

• LendingTree (TREE) Q1 2026: Insurance Marketplace Revenue Surges 51%, Offsetting Consumer Headwinds
  May 01, 2026 · TREE
• Universal Display (OLED) Q1 2026: $400M Buyback Signals Confidence Amid 14% Revenue Drop
  May 01, 2026 · OLED
• Axos Financial (AX) Q3 2026: Deposit Base Expands 11% as M&A Drives Funding Flexibility
  May 01, 2026 · AX
• Thryv (THRY) Q1 2026: Quality Customer Revenue Rises to 69% as Platform Shift Reshapes Growth
  May 01, 2026 · THRY
• World Acceptance (WRLD) Q4 2026: Share Repurchases Top 16.5% as Loan Growth and Credit Metrics Improve
  April 30, 2026 · WRLD
• LLY Q1 2026: Dual Agonist Uptake Drives 53% OUS Market Share, Expanding Global Obesity Franchise
  April 30, 2026 · LLY
• Antero Midstream (AM) Q1 2026: $1.1B Acquisition Drives 5% EBITDA Growth and Expands Data Center Opportunity
  April 30, 2026 · AM
• Marcus (MCS) Q1 2026: Theater Revenue Jumps 24% on Film Slate Strength, Free Cash Flow Inflects
  April 30, 2026 · MCS
• Zegna (ZGN) Q1 2026: DTC Hits 85% of Branded Sales, Channel Shift Drives Quality Over Volume
  April 30, 2026 · ZGN
• Sonic Automotive (SAH) Q1 2026: EchoPark Segment Income Jumps 25% as Non-Auction Sourcing Drives Margin Upside
  April 30, 2026 · SAH
• Choice Hotels (CHH) Q1 2026: U.S. Franchise Agreements Up 65%, Signaling Conversion Model Acceleration
  April 30, 2026 · CHH
• PWR Q1 2026: Underground Margin Expansion Drives Segment Upside as Grid Solutions Gain Traction
  April 30, 2026 · PWR
• Alaris Financial (ALRS) Q1 2026: Fee-Based Revenue Tops 40%, Underscoring Capital-Light Model Shift
  April 30, 2026 · ALRS
• West Fraser (WFG) Q1 2026: $120M Sequential EBITDA Turnaround Signals Cost Discipline Amid Resin and Freight Headwinds
  April 30, 2026 · WFG
• Methanex (MEOH) Q1 2026: Geismar 3 Restart Targets 20%–28% IRR, Reframes Capital Allocation
  April 30, 2026 · MEOH
• Granite Construction (GVA) Q1 2026: Revenue Jumps 30% as Tactical Infrastructure and M&A Drive Guidance Boost
  April 30, 2026 · GVA
• Climb Global Solutions (CLMB) Q1 2026: Gross Billings Up 14% as Vendor Focus and AI-Driven Efficiency Reshape Margin Path
  April 30, 2026 · CLMB
• Newmark (NMRK) Q1 2026: Capital Markets Revenue Jumps 45%, Fueling Guidance Raise and Global Expansion
  April 30, 2026 · NMRK
• O'Reilly (ORLY) Q1 2026: Private Label Surges Past 50% of Revenue, Unlocking Margin Flexibility
  April 30, 2026 · ORLY
• CWT Q1 2026: Capital Investments Climb 17%, Rate Case Approval Set to Unlock Earnings Growth
  April 30, 2026 · CWT
• Tetra Tech (TTEK) Q2 2026: Backlog Rises 8% as Fixed-Price Mix Drives Margin Expansion
  April 30, 2026 · TTEK
• TTI Q1 2026: Industrial Chemicals Up 15% as Diversification Shields Against Middle East Volatility
  April 30, 2026 · TTI
• L3Harris (LHX) Q1 2026: Backlog Doubles to $40B, Extending Defense Visibility
  April 30, 2026 · LHX
• Tenet Healthcare (THC) Q1 2026: USPI M&A Spend Hits $125M, Accelerating Outpatient Growth Strategy
  April 30, 2026 · THC
• ITW (ITW) Q1 2026: Enterprise Initiatives Add 120bps Margin, CapEx Segments Lead Growth Shift
  April 30, 2026 · ITW
• VICI (VICI) Q1 2026: $1.2B New Commitments Accelerate Experiential Real Estate Expansion
  April 30, 2026 · VICI
• CNX (CNX) Q1 2026: 12 Million Share Dilution Set as Convertible Notes Mature
  April 30, 2026 · CNX
• Blue Owl Capital (OWL) Q1 2026: $11B Raised Highlights 35% Institutional Equity Growth and Diversification Momentum
  April 30, 2026 · OWL
• Hanover Insurance (THG) Q1 2026: Underlying Combined Ratio Improves 2.4 Points as Margin Actions Take Hold
  April 30, 2026 · THG
• Invitation Homes (INVH) Q1 2026: $439M Buybacks Accelerate as Dispositions Outpace Expectations
  April 30, 2026 · INVH
• PFS Q1 2026: Commercial Pipeline Hits $3.1B, Diversification Drives Loan Growth Momentum
  April 30, 2026 · PFS
• Medallion Financial (MFIN) Q1 2026: REC Loan Originations Surge 64% as Platform Scaling Accelerates
  April 30, 2026 · MFIN
• Upbound Group (UPBD) Q1 2026: Bridget Revenue Soars 40% as Portfolio Tightening Lifts Margins
  April 30, 2026 · UPBD
• FTI Consulting (FCN) Q1 2026: Corporate Finance Surges 19% as Strategic Bets Offset Economic Consulting Drag
  April 30, 2026 · FCN
• WTW (WTW) Q1 2026: AI-Driven Margin Expands 70bps as Middle East Volatility Delays Growth
  April 30, 2026 · WTW
• Cullen Frost Bankers (CFR) Q1 2026: Consumer Loans Surge 19% as Branch Expansion Accelerates
  April 30, 2026 · CFR
• ConocoPhillips (COP) Q1 2026: Permian CapEx Rises 2% to Sustain Efficiency, LNG Upside Builds
  April 30, 2026 · COP
• Alnylam (ALNY) Q1 2026: TTR Franchise Surges 153% YoY, Propelling $1B+ Quarterly Milestone
  April 30, 2026 · ALNY
• Donegal Group (DGICA) Q1 2026: Investment Income Jumps 19% as Underwriting Faces Weather Drag
  April 30, 2026 · DGICA
• Broadridge (BR) Q3 2026: Tokenized Assets Hit $350B Daily as AI and Digitization Reshape Growth Path
  April 30, 2026 · BR
• Air Products (APD) Q2 2026: Operating Margin Expands 200bps as Electronics and Aerospace Drive Backlog
  April 30, 2026 · APD
• XPO (XPO) Q1 2026: Operating Ratio Improves 200bps, Setting Up Margin Expansion Runway
  April 30, 2026 · XPO
• Southside Bancshares (SBSI) Q1 2026: Loan Pipeline Drops $700M as Payoff Cycle Returns
  April 30, 2026 · SBSI
• SMP Q1 2026: Vehicle Control Orders Drive 11% Segment Lift, Spotlighting Inventory Partnership Leverage
  April 30, 2026 · SMP
• NCS Multistage (NCSM) Q1 2026: U.S. Revenue Doubles, Offsetting 38% Canadian Decline
  April 30, 2026 · NCSM
• Escalade (ESCA) Q1 2026: Gross Margin Expands 400bps as Specialty Channel and Product Mix Drive Resilience
  April 30, 2026 · ESCA
• Ranpak (PACK) Q1 2026: Automation Revenue Surges 111%, Reshaping Growth Mix
  April 30, 2026 · PACK
• Wesco (WCC) Q1 2026: Data Center Sales Jump 70%, Backlog Surges 22% as Secular Tailwinds Accelerate
  April 30, 2026 · WCC
• Lincoln Electric (LECO) Q1 2026: Harris Margin Surges 330bps, Price Actions Set Stage for H2 Volume Turn
  April 30, 2026 · LECO
• Acres Commercial Realty (ACR) Q1 2026: CRE Loan Portfolio Expands $374M as Internalization Drives Strategic Shift
  April 30, 2026 · ACR