Latest Earnings Analysis

• KITT Q4 2025: ROV Revenue Jumps 190% as Defense and UAE Expansion Reshape Nauticus Playbook
  April 24, 2026 · KITT
• Phillips Edison (PECO) Q1 2026: Acquisition Pipeline Up 70%, Unlocking Expansion Amid Market Volatility
  April 24, 2026 · PECO
• Comfort Systems USA (FIX) Q1 2026: Backlog Surges $5B as Tech Demand Drives Record Margins
  April 24, 2026 · FIX
• GLPI Q1 2026: $1.8B Capital Pipeline Anchors Multi-Year AFFO Growth Trajectory
  April 24, 2026 · GLPI
• EFSI Q1 2026: Net Interest Margin Expands to 3.63% as Deposit Costs Ease
  April 24, 2026 · EFSI
• Customers Bancorp (CUBI) Q1 2026: Non-Interest Deposits Reach 31%, AI and Payments Diversification Accelerate Growth
  April 24, 2026 · CUBI
• Firmus Financial (FRST) Q1 2026: Core Revenue Jumps 34% as Operating Leverage Widens
  April 24, 2026 · FRST
• NBTB Q1 2026: Net Interest Margin Climbs 28bps as Deposit Mix Shifts
  April 24, 2026 · NBTB
• EBC Q1 2026: Share Repurchases Reach 65% of Authorization, Deposit Cost Pressure Intensifies
  April 24, 2026 · EBC
• FISI Q1 2026: Net Interest Margin Climbs to 3.67% as Relationship Deposits Anchor Funding Base
  April 24, 2026 · FISI
• Chemed (CHE) Q1 2026: VITAS Admissions Up 6.9% as Roto-Rooter Paid Leads Hit 53%
  April 24, 2026 · CHE
• Apogee Enterprises (APOG) Q4 2026: Aluminum Costs Climb 87%, Forcing Pricing Levers and Margin Discipline
  April 24, 2026 · APOG
• HCA (HCA) Q1 2026: Supplemental Payments Add $200M Offset as Exchange Headwinds Deepen
  April 24, 2026 · HCA
• Woorie Financial Group (WF) Q1 2026: Non-Bank Profit Share Jumps to 25%, Accelerating Diversification
  April 24, 2026 · WF
• First Hawaiian (FHB) Q1 2026: Deposit Costs Fall 7bps as Asset Sensitivity Supports NIM Resilience
  April 24, 2026 · FHB
• Vesta (VTMX) Q1 2026: Development Pipeline Expands to 1.6M Sq Ft Amid 14% Revenue Growth
  April 24, 2026 · VTMX
• Rexford Industrial (REXR) Q1 2026: $200M Buybacks Drive Per-Share Growth Amid Leasing Surge
  April 24, 2026 · REXR
• PFG Q1 2026: Retirement Transfer Deposits Surge 35%, Reinforcing Multi-Channel Growth Strategy
  April 24, 2026 · PFG
• Gentex (GNTX) Q1 2026: Advanced Feature Mix Lifts Core Margins 80bps Despite China Drag
  April 24, 2026 · GNTX
• Hilltop Holdings (HTH) Q1 2026: Net Interest Income Climbs 7% as Deposit Costs Ease
  April 24, 2026 · HTH
• USCB (USCB) Q1 2026: Deposit Verticals Grow 30%, Fueling Low-Cost Funding Expansion
  April 24, 2026 · USCB
• First Western Financial (MYFW) Q1 2026: Deposit Growth Outpaces Loans by 2X as NIM Expands Again
  April 24, 2026 · MYFW
• Glacier Bancorp (GBCI) Q1 2026: Margin Expansion Jumps 22bps as Asset Repricing Drives Outperformance
  April 24, 2026 · GBCI
• Norfolk Southern (NSC) Q1 2026: Fuel Costs Surge $40M Above Plan, Margin Recovery Hinges on Productivity
  April 24, 2026 · NSC
• FFBC Q1 2026: Fee Income Jumps 24% as Cost Control and Acquisitions Drive Operating Leverage
  April 24, 2026 · FFBC
• Amerant Bancorp (AMTB) Q1 2026: $95M Venezuelan Deposit Surge Reshapes Funding Mix
  April 24, 2026 · AMTB
• Procter & Gamble (PG) Q3 2026: $1B Cost Headwind Triggers Pricing and Productivity Playbook
  April 24, 2026 · PG
• Westport (WPRT) Q4 2025: Cash Surges 84% on Light-Duty Exit, HPDI Adoption Sets Stage for 2026
  April 24, 2026 · WPRT
• Eni (E) Q1 2026: Exploration Adds 1 Billion BOE, Raising Growth Optionality
  April 24, 2026 · E
• Castellum (CTM) Q1 2026: SEK 750M Gain on Divestment Drives Buyback Firepower, Leasing Still Tepid
  April 24, 2026 · CTM
• Charter (CHTR) Q1 2026: $800M Cox Synergy Target Expands Margin Levers Amid Broadband Pressure
  April 24, 2026 · CHTR
• Ameris Bancorp (ABCB) Q1 2026: Buybacks Hit 1.4% as Core Deposit Growth Drives 5% Annualized Expansion
  April 24, 2026 · ABCB
• OceanFirst Financial (OCFC) Q1 2026: Loan Originations Up $429M as C&I Banking Expansion Drives Core Growth
  April 24, 2026 · OCFC
• RPT (RPT) Q1 2026: $100M Cash Reserve Underscores Patient Capital Deployment Strategy
  April 24, 2026 · RPT
• The Bancorp (TBBK) Q1 2026: Credit Sponsorship Loans Jump 50%, Accelerating FinTech Mix Shift
  April 24, 2026 · TBBK
• Heritage Financial (HFWA) Q1 2026: Net Interest Margin Jumps 52bps on Olympic Merger Integration
  April 24, 2026 · HFWA
• ASUR (ASR) Q1 2026: U.S. Commercial Platform Adds 138M MXN in Non-Aero Revenue, Margin Impact Weighs
  April 24, 2026 · ASR
• Edwards Lifesciences (EW) Q1 2026: TMTT Grows 42%, Multi-Therapy Portfolio Drives Guidance Raise
  April 24, 2026 · EW
• Horizon Bancorp (HBNC) Q1 2026: Deposit Growth Surges $147M, Margin Durability Signals Balance Sheet Strength
  April 24, 2026 · HBNC
• Southern Missouri Bancorp (SMBC) Q3 2026: Loan Pipeline Rises 12% as Deposit Competition Intensifies
  April 24, 2026 · SMBC
• Altisource (ASPS) Q1 2026: Origination Revenue Jumps 71% as HUBZoo Inventory Triples
  April 24, 2026 · ASPS
• Origin Bancorp (OBK) Q1 2026: Texas C&I Loans Drive $184M Growth as Talent Surge Accelerates
  April 24, 2026 · OBK
• Five Point Holdings (FPH) Q1 2026: $600M Hearthstone Capital Infusion Signals Fee-Based Growth Pivot
  April 24, 2026 · FPH
• SkyWest (SKYW) Q1 2026: $1B Debt Reduction Sharpens Fleet Flexibility and Capital Returns
  April 24, 2026 · SKYW
• Live Oak Bancshares (LOB) Q1 2026: Adjusted PPNR Climbs 30% as Deposit Mix and SBA Initiatives Scale
  April 24, 2026 · LOB
• NewMarket (NEU) Q1 2026: Petroleum Additives Shipments Down 7% as Low-Margin Cuts Reshape Mix
  April 24, 2026 · NEU
• ASB Q1 2026: Loan Growth Surges 17% With Metro Expansion Driving Deposit Momentum
  April 24, 2026 · ASB
• West Bancorporation (WTBA) Q1 2026: Net Income Jumps 35% as Margin Expansion Outpaces Flat Loans
  April 24, 2026 · WTBA
• Dow (DOW) Q1 2026: Polyethylene Margins Surge 26¢/lb as Global Supply Shock Reshapes Industry Economics
  April 24, 2026 · DOW
• Dover (DOV) Q1 2026: Bookings Surge 24% as Supply Constraints Drive Multi-Segment Order Visibility
  April 24, 2026 · DOV