Latest Earnings Analysis

• GFL (GFL) Q1 2026: Margin Expansion Reaches 180bps as M&A Pipeline Adds $500M+ Upside
  April 30, 2026 · GFL
• Textron (TXT) Q1 2026: Industrial Separation Targets 120bps Margin Uplift for Pure-Play A&D
  April 30, 2026 · TXT
• Valero (VLO) Q1 2026: Shareholder Returns Reach 59% Payout as Margin Tailwinds Persist
  April 30, 2026 · VLO
• POSCO Holdings (PKX) Q1 2026: Lithium Losses Narrow by ₩150B as Argentina Plant Turns Profitable
  April 30, 2026 · PKX
• A.O. Smith (AOS) Q1 2026: China Down 15% Drives Guidance Reset, Water Treatment Margin Focus Deepens
  April 30, 2026 · AOS
• Check Point Software (CHKP) Q1 2026: Emerging Tech Billings Jump 45% as Go-To-Market Reset Hits Legacy Appliances
  April 30, 2026 · CHKP
• SiriusXM (SIRI) Q1 2026: Podcast Ad Revenue Jumps 37%, Expanding Off-Platform Growth Engine
  April 30, 2026 · SIRI
• Buenaventura (BVN) Q1 2026: Gold Output Jumps 80% as San Gabriel Ramps, Margin Hits 62%
  April 30, 2026 · BVN
• Antero Resources (AR) Q1 2026: HG Acquisition Accelerates $80M Synergy Run-Rate, Propelling Margin Expansion
  April 30, 2026 · AR
• AAMI Q1 2026: Net Flows Surge $21.4B, Record AUM Signals Systematic Strength
  April 30, 2026 · AAMI
• Murphy USA (MUSA) Q1 2026: Fuel Supply Margin Surges to 6.9¢, Unlocking Cash Flow Flexibility
  April 30, 2026 · MUSA
• Balchem (BCPC) Q1 2026: Gross Margin Expands 210bps as Branded Nutrients Fuel 27th Growth Quarter
  April 30, 2026 · BCPC
• NREF Q1 2026: $180M Senior Notes Refi Unlocks $45M Deployment Capacity, Resets Capital Structure
  April 30, 2026 · NREF
• Alamos Gold (AGI) Q1 2026: Island Gold Reserve Doubles, Unlocking $12B NPV Expansion
  April 30, 2026 · AGI
• NNN (NNN) Q1 2026: $145M Acquisitions at 7.5% Yield Signal Pipeline Acceleration
  April 30, 2026 · NNN
• MAA (MAA) Q1 2026: Development Pipeline Trimmed $50M as Supply Pressure Moderates
  April 30, 2026 · MAA
• MGIC (MTG) Q1 2026: New Insurance Written Jumps 41%, Capital Return Accelerates
  April 30, 2026 · MTG
• BELFA Q1 2026: ADRS Segment Jumps 20% as Defense and Data Solutions Drive Structural Shift
  April 30, 2026 · BELFA
• Hyatt (H) Q1 2026: Pipeline Grows 9% as Essentials Brands Drive 25% Surge in New Hotel Signings
  April 30, 2026 · H
• Titan International (TWI) Q1 2026: EMC Segment Jumps 11%, Europe Emerges as Margin Engine
  April 30, 2026 · TWI
• Allstate (ALL) Q1 2026: $4B Buyback Authorization Signals Confidence as Underwriting Margins Hit 82
  April 30, 2026 · ALL
• Four Corners Property Trust (FCPT) Q1 2026: $200M Term Loan Fuels Acquisition Pipeline Expansion
  April 30, 2026 · FCPT
• Empire State Realty Trust (ESRT) Q1 2026: 19 Straight Quarters of Positive Lease Spreads Signal Durable NYC Office Demand
  April 30, 2026 · ESRT
• Xerox (XRX) Q1 2026: Lexmark Deal Drives 27% Revenue Lift, Focus Shifts to Margin and Leverage
  April 30, 2026 · XRX
• Bandwidth (BAND) Q1 2026: Cloud Communications Revenue Jumps 13% as AI Drives Usage Model Shift
  April 30, 2026 · BAND
• Carrier (CARR) Q1 2026: Data Center Orders Surge 500%, Fueling Commercial HVAC Momentum
  April 30, 2026 · CARR
• Alphabet (GOOG) Q1 2026: Cloud Backlog Doubles to $462B, AI Drives Enterprise Surge
  April 30, 2026 · GOOG
• Trinity Industries (TRN) Q1 2026: $130M Railcar Gain Unlocks Balance Sheet Value, EPS Guidance Raised 16%
  April 30, 2026 · TRN
• Lanvin Group (LANV) Q4 2025: Store Count Cut by 23% as Asset-Light Shift Accelerates Margin Recovery
  April 30, 2026 · LANV
• Hippo (HIPO) Q1 2026: Gross Written Premium Soars 58% as Commercial Lines Diversify Portfolio
  April 30, 2026 · HIPO
• CRH (CRH) Q1 2026: $1.9B Divestitures Recycled Into Water Infrastructure, Reinforcing Platform Shift
  April 30, 2026 · CRH
• Indivior (INDV) Q1 2026: Sublocade Revenue Jumps 32% as EBITDA Margin Hits 51%
  April 30, 2026 · INDV
• OneWater Marine (ONEW) Q2 2026: Gross Margin Expands 110bps as Portfolio Optimization Offsets 9% Sales Decline
  April 30, 2026 · ONEW
• CMPR Q3 2026: Upload and Print M&A Adds $125M Revenue, Accelerating Path to $600M EBITDA Target
  April 30, 2026 · CMPR
• Smurfit Westrock (SW) Q1 2026: 600+ New Corrugated Customers Offset Cost Headwinds, Signals Margin Inflection
  April 30, 2026 · SW
• BBVA (BBVA) Q1 2026: Net Interest Income Climbs 20% as Loan Growth and Fee Engines Outperform
  April 30, 2026 · BBVA
• Kinross Gold (KGC) Q1 2026: Free Cash Flow Hits $840M as Grade Strategy Offsets Cost Pressures
  April 30, 2026 · KGC
• MoneyHero (MNY) Q4 2025: Insurance and Wealth Jump to 30% of Revenue, Cementing Margin Expansion Path
  April 30, 2026 · MNY
• LKQ (LKQ) Q1 2026: Aftermarket Penetration Hits 40% as North America Recovery Gains Traction
  April 30, 2026 · LKQ
• GBFH Q1 2026: Loan Originations Surge 56% as Fraud Charge-Off Casts Shadow on Core Growth
  April 30, 2026 · GBFH
• MGM (MGM) Q1 2026: Digital Revenue Jumps 43% as All-Inclusive Strategy Attracts New Las Vegas Guests
  April 30, 2026 · MGM
• NHTC Q1 2026: $7.7M Buyback Shrinks Float, Margin Gains Offset Sales Decline
  April 30, 2026 · NHTC
• Carvana (CVNA) Q1 2026: Retail Units Up 40%, SG&A Per Unit Falls as Scale Drives Margin Leverage
  April 30, 2026 · CVNA
• Woodward (WWD) Q2 2026: Aerospace Sales Jump 25% as LEAP and GTF Aftermarket Near Legacy Crossover
  April 30, 2026 · WWD
• Mullis & Company (MC) Q1 2026: M&A Revenues Climb to Two-Thirds of Mix as Sponsor Activity Lags
  April 30, 2026 · MC
• Netgear (NTGR) Q1 2026: Enterprise Mix Hits 53%, Driving Record 41.7% Gross Margin
  April 30, 2026 · NTGR
• MediaAlpha (MAX) Q1 2026: Open Marketplace Drives 28% Core Growth as Carrier Spend Broadens
  April 30, 2026 · MAX
• Pulmonx (LUNG) Q1 2026: U.S. Treating Centers Expand by 15 as Sales Force Rebuild Drives Transition Year
  April 30, 2026 · LUNG
• TTMI Q1 2026: Data Center and Networking Sales Surge 61%, Accelerating CapEx to $320M
  April 30, 2026 · TTMI
• SNDL (SNDL) Q1 2026: Cannabis Operations Revenue Drops 14% as Retail Margins Expand
  April 30, 2026 · SNDL