Latest Earnings Analysis

• MHO Q2 2026: New Contracts Up 15% as Community Count and Move-Up Mix Drive Resilient Orders
  July 29, 2026 · MHO
• Renasant (RNST) Q2 2026: Efficiency Ratio Improves 980bps as Deposit Momentum Offsets Payoff Headwinds
  July 29, 2026 · RNST
• Eni (E) Q2 2026: Upstream Production Surges 8% as 54-Project Pipeline Drives Multiyear Growth
  July 29, 2026 · E
• Artisan Partners (APAM) Q2 2026: $10.5B Net Outflows Offset by 16th Straight Quarter of Credit Inflows
  July 29, 2026 · APAM
• Boston Scientific (BSX) Q2 2026: Watchman Drops to -7% in H2, Pivots Growth Mix for 2027
  July 29, 2026 · BSX
• Amphenol (APH) Q2 2026: IT Datacom Surges 89% as AI Demand Drives Record Bookings
  July 29, 2026 · APH
• Meridian Holdings (MRDN) Q2 2026: Net Debt Down 65% as New Customer Registrations Surge 37%
  July 29, 2026 · MRDN
• Old Dominion (ODFL) Q2 2026: Operating Ratio Improves 450bps as Network Leverage Accelerates
  July 29, 2026 · ODFL
• Vulcan Materials (VMC) Q2 2026: Mid-Year Price Increases Double, Offsetting $40M Energy Headwind
  July 29, 2026 · VMC
• Prosperity Bancshares (PB) Q2 2026: Net Interest Margin Jumps 37bps as M&A Scale Drives Core Profitability
  July 29, 2026 · PB
• Methanex (MEOH) Q2 2026: Geismar 3 Restart Targets 20–28% IRR as Methanol Demand Set to Rise 16M Tons
  July 29, 2026 · MEOH
• Ensign Group (ENSG) Q2 2026: 18% of Portfolio Now Recent Acquisitions, Extending Turnaround Playbook
  July 29, 2026 · ENSG
• Verisk (VRSK) Q2 2026: Subscription Revenue Climbs 8% as AI Drives Pricing Power
  July 29, 2026 · VRSK
• Vertiv (VRT) Q2 2026: Operating Margin Expands 410bps as Data Center Demand Accelerates
  July 29, 2026 · VRT
• Garmin (GRMN) Q2 2026: Fitness Segment Powers 25% Growth, Raising Full-Year Guidance
  July 29, 2026 · GRMN
• Scotts Miracle-Gro (SMG) Q3 2026: Branded Product Sales Up 4.5%, Margin Levers Drive Outlook
  July 29, 2026 · SMG
• Veralto (VLTO) Q2 2026: Industrial Water Now 50% of Segment, Driving 5%+ Core Growth Outlook
  July 29, 2026 · VLTO
• Smurfit WestRock (SW) Q2 2026: Freight Costs Spike $300M, Margin Recovery Hinges on Price Lag
  July 29, 2026 · SW
• Blackbaud (BLKB) Q2 2026: AI Product Launches Drive 15% Share Reduction and Margin Expansion Path
  July 29, 2026 · BLKB
• Ameren (AMRN) Q2 2026: International VSCEPA Demand Jumps 59%, Restructuring Delivers Leaner Model
  July 29, 2026 · AMRN
• Axogen (AXGN) Q2 2026: Breast Segment Drives 47% Growth, Reshaping Margin Mix
  July 29, 2026 · AXGN
• Reynolds (REYN) Q2 2026: Hefty E-Commerce Sales Jump 30%, Outpacing Category Growth
  July 29, 2026 · REYN
• Nomura (NMR) Q1 2027: Equities Revenue Jumps 41%, Driving Record Wholesale Profitability
  July 29, 2026 · NMR
• Masco (MAS) Q2 2026: $95M Tariff Refund Fuels 17% Profit Surge, Strategic Investments Signal Growth Reset
  July 29, 2026 · MAS
• New Oriental (EDU) Q4 2026: Deferred Revenue Climbs 15%, Signaling Accelerated Enrollment Momentum
  July 29, 2026 · EDU
• Greif (GEF) Q3 2026: EBITDA Margin Expands 260bps as Cost Optimization Outpaces Volatile Demand
  July 29, 2026 · GEF
• Bandwidth (BAND) Q2 2026: Five $1M+ AI-Driven Wins Signal 22% Growth Inflection
  July 29, 2026 · BAND
• Shenandoah Telecommunications (SHEN) Q2 2026: Fiber Revenue Surges 21%, Passing 100K Glowfiber Customers
  July 29, 2026 · SHEN
• Deutsche Bank (DB) Q2 2026: Asset Management AUM Surges 16% as Productivity and Capital Actions Accelerate
  July 29, 2026 · DB
• UMC (UMC) Q2 2026: AI Revenue Set to Triple, $5B CapEx Fuels Silicon Photonics Expansion
  July 29, 2026 · UMC
• Logitech (LOGI) Q1 2027: Operating Income Up 14% Ex-Tariffs as Premium Mix, B2B, and Gaming Outperform
  July 29, 2026 · LOGI
• GSK (GSK) Q2 2026: £1.9B Cost Program Accelerates 20+ Phase 3 Trials, Margin Outlook Lifts
  July 29, 2026 · GSK
• Rhythm Property Trust (RPT) Q2 2026: $117M New Loan Deployment Highlights Capital Constraint, Strategic Reset Looms
  July 29, 2026 · RPT
• Rocky Brands (RCKY) Q2 2026: Extra Tough Grows 30%, Driving Broad-Based Acceleration and Shelf Space Gains
  July 29, 2026 · RCKY
• SunPower (SPWR) Q2 2026: Cost Cuts Hit $13M as Revenue Run Rate Resets to $60M
  July 29, 2026 · SPWR
• Cheesecake Factory (CAKE) Q2 2026: Rewards App Surge Drives 2.7% Traffic Gain and Decade-High Margins
  July 29, 2026 · CAKE
• Rogers (ROG) Q2 2026: EBITDA Margin Jumps 550bps as Industrial and AI Demand Accelerate
  July 29, 2026 · ROG
• Clearwater Paper (CLW) Q2 2026: $60/Ton Price Hikes Signal Margin Recovery Path
  July 29, 2026 · CLW
• Manhattan Associates (MANH) Q2 2026: Cloud Revenue Jumps 26% as Active Editions Expand TAM
  July 29, 2026 · MANH
• Landstar (LSTR) Q2 2026: Heavy Haul Revenue Surges 18% as Freight Market Tightens
  July 29, 2026 · LSTR
• Skyworks (SWKS) Q3 2026: $2B Repurchase Plan Signals Post-Merger Capital Shift
  July 29, 2026 · SWKS
• Ribbon Communications (RBBN) Q2 2026: IP Optical Backlog Jumps 60% as Data Center, Defense Wins Drive Reacceleration
  July 29, 2026 · RBBN
• Titan America (TTAM) Q2 2026: Keystone Adds $20M Revenue, Expands Mid-Atlantic Margin Leverage
  July 29, 2026 · TTAM
• TILRAY (TLRY) Q4 2026: International Revenue Hits $700M Run Rate, Driving Global Platform Leverage
  July 29, 2026 · TLRY
• MVBF Q2 2026: FinTech Fee Income Jumps 29% as Specialty Lending and AI Drive Operating Leverage
  July 29, 2026 · MVBF
• Mondelez (MDLZ) Q2 2026: Emerging Markets Add 100,000 Stores, Powering Distribution-Driven Growth
  July 29, 2026 · MDLZ
• Varonis (VRNS) Q2 2026: SaaS ARR Ex-Conversion Up 25% as AI Security Demand Accelerates
  July 29, 2026 · VRNS
• Visa (V) Q3 2026: Value-Added Services Revenue Jumps 34%, Expanding Growth Engine Beyond Core Payments
  July 29, 2026 · V
• NXP Semiconductors (NXPI) Q2 2026: Physical AI Pipeline Expands to $1.5B, Accelerating Edge Growth
  July 29, 2026 · NXPI
• Omnicom (OMC) Q2 2026: Core Operations Drive 20% EBITDA Growth as Dispositions Reshape Portfolio
  July 29, 2026 · OMC