Latest Earnings Analysis

• Plexus (PLXS) Q2 2026: $355M New Wins Expand Funnel 11%, Driving Mid-Teens Growth Outlook
  April 30, 2026 · PLXS
• Sabra Health Care REIT (SBRA) Q1 2026: SHOP Opportunity Set Expands to $690M as Private Pay Surpasses 50%
  April 30, 2026 · SBRA
• CVR Partners (UAN) Q1 2026: Ammonia Utilization Surges to 103% as Geopolitics Tighten Nitrogen Supply
  April 30, 2026 · UAN
• LSB Industries (LXU) Q1 2026: EBITDA Jumps 44% as Supply Disruption Drives Market Tailwind
  April 30, 2026 · LXU
• Hubbell (HUBB) Q1 2026: Data Center Sales Jump 40% as High-Voltage Transmission Upside Emerges
  April 30, 2026 · HUBB
• CVR Energy (CVI) Q1 2026: $158M Derivative Loss Masks Fertilizer Surge as Market Tightens
  April 30, 2026 · CVI
• Franklin BSP Realty Trust (FBRT) Q1 2026: $40M Buybacks, Equity Allocation Rises as Multifamily Lending Expands
  April 30, 2026 · FBRT
• CWH Q1 2026: $29M SG&A Cut Drives Cost Base Reset Amid RV Market Weakness
  April 30, 2026 · CWH
• Caterpillar (CAT) Q1 2026: Backlog Surges 79% as Data Center Demand Triggers Engine Capacity Expansion
  April 30, 2026 · CAT
• Pilgrim’s Pride (PPC) Q1 2026: CapEx Surges to $235M as Portfolio Shifts to Higher-Margin Prepared Foods
  April 30, 2026 · PPC
• Iron Mountain (IRM) Q1 2026: Data Center Revenue Jumps 47% as ALM and Digital Surpass 50% Growth
  April 30, 2026 · IRM
• Independence Realty Trust (IRT) Q1 2026: 15.4% Value-Add Return Underscores Capital Allocation Discipline
  April 30, 2026 · IRT
• Axalta (AXTA) Q1 2026: Mobility Margin Hits 17.5% as Index Pricing Shields Against Volatility
  April 30, 2026 · AXTA
• Wayfair (W) Q1 2026: EBITDA Margin Climbs 130bps as Share Gains Accelerate in Down Market
  April 30, 2026 · W
• Saia (SAIA) Q1 2026: Margin Guide Jumps 400–450 bps as Network Leverage Accelerates
  April 30, 2026 · SAIA
• Integer Holdings (ITGR) Q1 2026: EP Forecast Cuts Trim Growth to 1.3% as Strategic Review Begins
  April 30, 2026 · ITGR
• Broadstone Net Lease (BNL) Q1 2026: Build-to-Suit Pipeline Hits $382M, Driving Embedded Growth Visibility
  April 30, 2026 · BNL
• Southern Company (SO) Q1 2026: Contracted Large Load Pipeline Surges to 11 GW, Extending Growth Visibility
  April 30, 2026 · SO
• Laureate Education (LAUR) Q1 2026: $105M Buyback and 13% Peru Enrollment Surge Signal Strategic Expansion
  April 30, 2026 · LAUR
• Xcel Energy (XEL) Q1 2026: $7B Incremental CapEx Secured as Data Center Demand Reshapes Growth Trajectory
  April 30, 2026 · XEL
• Tyler Technologies (TYL) Q1 2026: FTR Acquisition Adds $30M Revenue, Cloud Momentum Drives Recurring Upside
  April 30, 2026 · TYL
• DTE (DTE) Q1 2026: Data Center Pipeline Adds $5B CapEx, Pushing EPS Growth to Upper Range
  April 30, 2026 · DTE
• Everest Group (EG) Q1 2026: $1.2B Casualty Premium Cut Shifts Mix to Short Tail Profitability
  April 30, 2026 · EG
• NFG Q2 2026: Upstream Price Realizations Jump 20%, Offsetting 3% Production Guide Cut
  April 30, 2026 · NFG
• Option Care Health (OPCH) Q1 2026: $55M CID Headwind Forces Revenue Reset, Acute Growth Offsets Margin Pressure
  April 30, 2026 · OPCH
• Precision Drilling (PDS) Q1 2026: U.S. Rig Activity Jumps 24% as Upgrade Strategy Drives Utilization Gains
  April 30, 2026 · PDS
• Green Brick Partners (GRBK) Q1 2026: Trophy Mix Drives 13% Backlog ASP Drop, Margin Flexibility in Focus
  April 30, 2026 · GRBK
• Belden (BDC) Q1 2026: Ruckus Networks Deal to Lift Solutions Mix Above 20%
  April 30, 2026 · BDC
• Baxter (BAX) Q1 2026: Free Cash Flow Swings $297M, Underscoring Turnaround Traction
  April 30, 2026 · BAX
• Crocs (CROX) Q1 2026: Direct-to-Consumer Grows 11% as Product Newness Fuels Brand Diversification
  April 30, 2026 · CROX
• APG (APG) Q1 2026: $1B in Strategic M&A Expands Safety Platform as Margin Initiatives Take Hold
  April 30, 2026 · APG
• NWPX Q1 2026: WTS Backlog Rises to $430M, Unlocking Multi-Year Project Visibility
  April 30, 2026 · NWPX
• Farmland Partners (FPI) Q1 2026: Loan Reserves Rise 19% as Deleveraging Takes Priority
  April 30, 2026 · FPI
• Trane Technologies (TT) Q1 2026: Backlog Surges 30%, Data Center Pipeline Drives Visibility Into 2027
  April 30, 2026 · TT
• International Paper (IP) Q1 2026: North America Box Volumes Outpace Market by 3% as Cost Pressures Persist
  April 30, 2026 · IP
• ADT (ADT) Q1 2026: Free Cash Flow Surges 80% as AI and DIY Expansion Reshape Model
  April 30, 2026 · ADT
• TriNet (TNET) Q1 2026: Insurance Cost Ratio Improves 4 Points, Setting Up Margin Tailwind
  April 30, 2026 · TNET
• ProPetro (PUMP) Q1 2026: ProPower Order Book Swells to 2.6 GW, Anchoring Multi-Year Growth
  April 30, 2026 · PUMP
• PATK Q1 2026: Marine Content Per Unit Jumps 23% as Aftermarket and Innovation Drive Outperformance
  April 30, 2026 · PATK
• Parker Hannifin (PH) Q3 2026: Aerospace Backlog Hits $8.4B, Sustaining Multi-Year Growth Visibility
  April 30, 2026 · PH
• MasterCard (MA) Q1 2026: Value-Added Services Grow 18%, Offsetting Cross-Border Travel Headwinds
  April 30, 2026 · MA
• DT Midstream (DTM) Q1 2026: Project Backlog Swells as Open Seasons Oversubscribe and Capacity Secured at Max Tariffs
  April 30, 2026 · DTM
• Group 1 Automotive (GPI) Q1 2026: $50M Cost Takeout Reshapes U.S. SG&A Trajectory
  April 30, 2026 · GPI
• Frontdoor (FTDR) Q1 2026: Non-Warranty Revenue Jumps 23% as Member Growth Returns
  April 30, 2026 · FTDR
• CCC Intelligence Solutions (CCCS) Q1 2026: AI Solutions Drive 50% Emerging Segment Growth as Core Expands
  April 30, 2026 · CCCS
• FINIA (PHIN) Q1 2026: Aftermarket Margin Hits 17% as Diversification Drives Resilience
  April 30, 2026 · PHIN
• NovoCure (NVCR) Q1 2026: Optune Pax Launch Drives 868 Provider Certifications, Accelerating Oncology Pipeline
  April 30, 2026 · NVCR
• Kirby (KEX) Q1 2026: Coastal Term Contracts Jump 20%, Locking in Pricing Power
  April 30, 2026 · KEX
• ATI (ATI) Q1 2026: Backlog Surges 10% to $4.1B, Locking In Multi-Year Demand Visibility
  April 30, 2026 · ATI
• Wyndham Hotels (WH) Q1 2026: Pipeline Hits 259,000 Rooms as AI Drives 21% Ancillary Growth
  April 30, 2026 · WH