Latest Earnings Analysis

• AMBER International (NBR) Q1 2026: Premium Segment Soars 572% as AI Suite Launch Nears
  April 29, 2026 · NBR
• WM (WM) Q1 2026: Free Cash Flow Nearly Doubles as Sustainability and Healthcare Drive $920M Harvest
  April 29, 2026 · WM
• Central Pacific Financial (CPF) Q1 2026: Deposit Costs Drop to 0.90% as Core Relationships Deepen
  April 29, 2026 · CPF
• H2O America (HTO) Q1 2026: QuadVest Connections Up 5%, Texas Growth Set to Triple Customer Base
  April 29, 2026 · HTO
• STAG (STAG) Q1 2026: Leasing Spreads Hit 21% as Data Center Demand Drives $3.9B Pipeline
  April 29, 2026 · STAG
• Yum! Brands (YUM) Q1 2026: Taco Bell U.S. Margins Rise to 24.5%–25.5% Range, Fueling Strategic Leverage
  April 29, 2026 · YUM
• Merion Technologies (MIR) Q1 2026: Orders Surge 42% as Nuclear Tailwinds Expand $1.1B Backlog
  April 29, 2026 · MIR
• Teradyne (TER) Q1 2026: AI Drives 87% Revenue Surge, Shifting Portfolio to Compute-Centric Growth
  April 29, 2026 · TER
• Materion (MTRN) Q1 2026: Order Backlog Surges 20% as AI and Defense Demand Accelerate
  April 29, 2026 · MTRN
• Expand Energy (EXE) Q1 2026: $500M Margin Uplift Target Anchors LNG-Led Strategic Shift
  April 29, 2026 · EXE
• Vitacoco (COCO) Q1 2026: International Sales Surge 72% as Coconut Water Demand Accelerates
  April 29, 2026 · COCO
• Ashland (ASH) Q2 2026: EBITDA Slips 9% as Operational Setbacks Offset Innovation Surge
  April 29, 2026 · ASH
• Silicon Motion (SIMO) Q1 2026: EMMC and UFS Revenue Surges 140% as NAND Scarcity Reshapes Market
  April 29, 2026 · SIMO
• SiteOne (SITE) Q1 2026: Private Label Sales Jump 10% as Margin Expansion Offsets Flat Volume
  April 29, 2026 · SITE
• Prague Holdings (PRG) Q1 2026: Four GMV Soars 134%, Platform Ecosystem Drives Margin Expansion
  April 29, 2026 · PRG
• Kite Realty Group (KRG) Q1 2026: $36M S&O Pipeline Drives 350bps Occupancy Upside
  April 29, 2026 · KRG
• General Dynamics (GD) Q1 2026: Backlog Soars 48% as Shipbuilding and Munitions Investments Accelerate
  April 29, 2026 · GD
• Cognizant (CTSH) Q1 2026: Bookings Surge 21% as AI Builder Model Drives Large Deal Momentum
  April 29, 2026 · CTSH
• Wingstop (WING) Q1 2026: Same-Store Sales Fall 8.7% as Lower-Income Consumer Pullback Triggers Strategic Reset
  April 29, 2026 · WING
• OGE (OGE) Q1 2026: Google Drives 24% Load Growth, Setting Up Multi-Year Rate Advantage
  April 29, 2026 · OGE
• SoFi (SOFI) Q1 2026: Cash Revenue Surpasses $1B for Second Straight Quarter, Underscoring Durable Growth
  April 29, 2026 · SOFI
• Humana (HUM) Q1 2026: IBNR Reserves Jump 35% as Margin Discipline Overrides Growth
  April 29, 2026 · HUM
• Avantor (AVTR) Q1 2026: VWR Stabilizes as 25% Leadership Refresh Targets Back-Half Turnaround
  April 29, 2026 · AVTR
• American Assets Trust (AAT) Q1 2026: Credit Facility Upsized to $600M, Office Leasing Pipeline Builds
  April 29, 2026 · AAT
• Stanley Black & Decker (SWK) Q1 2026: CAM Divestiture Unlocks $1.6B for Debt Reduction and Buybacks
  April 29, 2026 · SWK
• Inventrust (IVT) Q1 2026: $123M Deployed, Sunbelt Expansion and Redevelopment Drive FFO Guidance Up
  April 29, 2026 · IVT
• Urban Edge Properties (UE) Q1 2026: Leasing Spreads Hit 52% as Anchor Demand Drives Pipeline Visibility
  April 29, 2026 · UE
• Generac (GNRC) Q1 2026: Data Center Backlog Jumps $300M, Powering CNI Growth Visibility
  April 29, 2026 · GNRC
• Arch Capital (ACGL) Q1 2026: $783M Buyback Signals Capital Return Priority Amid Property Cat Headwinds
  April 29, 2026 · ACGL
• Markel Group (MKL) Q1 2026: Insurance Combined Ratio Improves 3 Points Amid $2B Premium Mix Shift
  April 29, 2026 · MKL
• Pebblebrook Hotel Trust (PEB) Q1 2026: Same-Property EBITDA Surges 27.6% on Urban and Resort Demand
  April 29, 2026 · PEB
• PPG (PPG) Q1 2026: Aerospace Backlog Holds $350M as Margin Mix Shifts to High-Value Segments
  April 29, 2026 · PPG
• Old Dominion Freight Line (ODFL) Q1 2026: Revenue per Hundredweight Rises 4.4% as Yield Discipline Offsets Volume Decline
  April 29, 2026 · ODFL
• Coastal Mayor (CMRE) Q1 2026: $2.8B in New Charter Revenue Secured, Extending Contracted Backlog
  April 29, 2026 · CMRE
• MITT Q1 2026: Book Value Falls 4.9% as Home Equity Rotation Drives EAD Upside
  April 29, 2026 · MITT
• One Spa World (OSW) Q1 2026: Pre-Booked Services Jump 17% as High-Value Offerings Scale
  April 29, 2026 · OSW
• Oneok (OKE) Q1 2026: EBITDA Guidance Rises $150M as Permian and Export Volumes Accelerate
  April 29, 2026 · OKE
• EXLS Q1 2026: Data and AI-Led Revenue Surges 28%, Now 60% of Portfolio
  April 29, 2026 · EXLS
• Phillips 66 (PSX) Q1 2026: $839M Derivative Loss Masks U.S. Refining Margin Surge
  April 29, 2026 · PSX
• Seacoast Banking (SBCF) Q1 2026: Net Interest Margin Expands 17bps as Deposit Mix Shifts
  April 29, 2026 · SBCF
• Federal Signal (FSS) Q1 2026: SSG Margin Target Jumps 400bps as Integration and Platform Leverage Accelerate
  April 29, 2026 · FSS
• Omega Healthcare (OHI) Q1 2026: $480M Asset Sale Unlocks 3¢ FAD Accretion, Tightens Guidance
  April 29, 2026 · OHI
• PureTech Health (PRTC) Q2 2026: Cash Runway Extended to 2028 as External Capital Model Drives Portfolio Expansion
  April 29, 2026 · PRTC
• Hayward (HAYW) Q1 2026: Net Leverage Falls to 2.4x as Aftermarket Drives Margin Expansion
  April 29, 2026 · HAYW
• Dana (DAN) Q1 2026: Margin Expansion Surges 400bps, Secured Backlog Tops $950M
  April 29, 2026 · DAN
• Element Solutions (ESI) Q1 2026: Electronics Organic Growth Hits 15% as AI Demand Drives Segment Outperformance
  April 29, 2026 · ESI
• CTS (CTS) Q1 2026: Diversified End Markets Surge 18%, Elevating Margin Profile Amid Mixed Transportation Outlook
  April 29, 2026 · CTS
• Clarivate (CLVT) Q1 2026: Subscription Mix Hits 89% as AI Drives Margin Expansion
  April 29, 2026 · CLVT
• Anika (ANIK) Q1 2026: Commercial Channel Up 12% as Integrity Adoption Accelerates
  April 29, 2026 · ANIK
• UMB Financial (UMBF) Q1 2026: C&I Loans Surge 22% as Fee Businesses Expand National Footprint
  April 29, 2026 · UMBF