Latest Earnings Analysis

• West Pharmaceutical (WST) Q1 2026: HVP Components Surge 23%, Margin Expansion Signals Multi-Year Tailwind
  April 23, 2026 · WST
• Third Coast Bank (TCBX) Q1 2026: Keystone Merger Drives 23% Asset Growth, Sets Stage for Higher Loan Targets
  April 23, 2026 · TCBX
• Enterprise Financial Services (EFSC) Q1 2026: Deposit Costs Drop 12bps, Bolstering Margin Defense Amid Uncertain Loan Growth
  April 23, 2026 · EFSC
• Ladder Capital (LADR) Q1 2026: Loan Portfolio Grows 60%, Pivot Accelerates to Higher-Yield Lending
  April 23, 2026 · LADR
• STC Q1 2026: National Commercial Services Up 40% as Strategic Acquisitions Accelerate Margin Expansion
  April 23, 2026 · STC
• First Merchants (FRME) Q1 2026: Non-Interest-Bearing Deposits Jump to 23% as Core Franchise Strengthens
  April 23, 2026 · FRME
• Reliance (RS) Q1 2026: $3B Government Wins and 37% EPS Surge Signal Expanding Market Leverage
  April 23, 2026 · RS
• Kaiser Aluminum (KALU) Q1 2026: EBITDA Margin Surges 1200bps as Mix Shift and Pricing Power Take Hold
  April 23, 2026 · KALU
• First Industrial Realty Trust (FR) Q1 2026: 41% Cash Rent Spreads Signal Resilient Industrial Demand
  April 23, 2026 · FR
• BankWell Financial (BWFG) Q1 2026: Core Deposit Growth Surges $113M, Funding Mix Transformation Deepens
  April 23, 2026 · BWFG
• Armour Residential REIT (ARR) Q1 2026: Book Value Recovers 3.5% as MBS Spreads Tighten and Volatility Fades
  April 23, 2026 · ARR
• PENN Q1 2026: iCasino Revenue Jumps 15% as Digital Pivot Drives Margin Recovery
  April 23, 2026 · PENN
• RLI (RLI) Q1 2026: Casualty Premiums Jump 10% as Rate Discipline Offsets Property Softness
  April 23, 2026 · RLI
• Bank of California (BANC) Q1 2026: Net Interest Margin Expands 16bps as Remixing Drives Earnings Visibility
  April 23, 2026 · BANC
• Waste Connections (WCN) Q1 2026: AI Pricing Tool Drives 20% Retention Gain, Margin Expansion Outpaces Fuel Surge
  April 23, 2026 · WCN
• Honeywell (HON) Q1 2026: $38B Backlog Anchors Post-Spin Growth Amid Middle East Disruption
  April 23, 2026 · HON
• Strategic Education (STRA) Q1 2026: ETS Operating Income Jumps 42% as Employer Strategy Accelerates
  April 23, 2026 · STRA
• Globe Life (GL) Q1 2026: Share Repurchases Raised to $610M as Cash Flow Tops $675M
  April 23, 2026 · GL
• Churchill Downs (CHDN) Q1 2026: Kentucky HRM EBITDA Climbs 17% as Derby Platform Expands
  April 23, 2026 · CHDN
• Oceaneering (OII) Q1 2026: $1B Orders Extend Backlog, Defense and Robotics Drive Visibility
  April 23, 2026 · OII
• Keurig Dr Pepper (KDP) Q1 2026: U.S. Refreshment Beverages Up 12%, Offsetting Coffee Margin Headwinds
  April 23, 2026 · KDP
• STBA Q1 2026: Core Deposits Surge $300M, Outpacing Loan Growth and Fueling Capital Flexibility
  April 23, 2026 · STBA
• Brandywine Realty Trust (BDN) Q1 2026: $305M Asset Sales Pipeline Accelerates Debt Reduction and Share Buyback Path
  April 23, 2026 · BDN
• Sanofi (SNY) Q1 2026: Launch Portfolio Grows 44% as Rare Disease and Immunology Drive Strategic Repositioning
  April 23, 2026 · SNY
• LG Display (LPL) Q1 2026: OLED Share Hits 60% as Panel Mix Reshapes Margin Structure
  April 23, 2026 · LPL
• Blackstone (BX) Q1 2026: AI Infrastructure Drives $150B Portfolio, Offsetting Private Wealth Outflows
  April 23, 2026 · BX
• First Citizens (FCNCA) Q1 2026: Deposit Base Expands $9.3B as Funding Mix Shifts Toward Lower-Cost Broker Channels
  April 23, 2026 · FCNCA
• CACI (CACI) Q3 2026: ARCA Adds $150M Revenue, Accelerates Space and Margin Expansion
  April 23, 2026 · CACI
• Thermo Fisher Scientific (TMO) Q1 2026: Clario Adds $900M to Revenue Guide, Pharma Strength Offsets Academic Drag
  April 23, 2026 · TMO
• AZZ (AZZ) Q4 2026: Metal Coatings Jump 26% as Data Center Buildout Drives Multi-Year Tailwind
  April 23, 2026 · AZZ
• Molina Healthcare (MOH) Q1 2026: Medicaid Membership Drops 6%, But Margin Stability Holds Guidance Line
  April 23, 2026 · MOH
• Huntington Bancshares (HBAN) Q1 2026: Fee Revenue Surges 18% as Partnerships Accelerate Earnings Power
  April 23, 2026 · HBAN
• CBRE (CBRE) Q1 2026: Infrastructure Services Revenue Surges 60%, Anchoring Upgraded Full-Year Outlook
  April 23, 2026 · CBRE
• Meritage Homes (MTH) Q1 2026: Community Count Jumps 19% as Incentives Pressure Margins
  April 23, 2026 · MTH
• PulteGroup (PHM) Q1 2026: Incentives Jump to 10.9% of Sales Price as Build-to-Order Mix Rises
  April 23, 2026 · PHM
• Packaging Corporation of America (PKG) Q1 2026: Corrugated Shipments Up 22% as Greif Integration Drives System Tightness
  April 23, 2026 · PKG
• Dime Community (DCOM) Q1 2026: EPS Jumps 67% as Back-Book Repricing and Deposit Hires Set Up Multi-Year NIM Expansion
  April 23, 2026 · DCOM
• American Airlines (AAL) Q1 2026: Premium Revenue Rises 7 Points Over Main Cabin, Fueling Margin Recovery
  April 23, 2026 · AAL
• First American (FAF) Q1 2026: Commercial Revenue Jumps 48% as AI-Driven Operating Leverage Builds
  April 23, 2026 · FAF
• Pool Corp (POOL) Q1 2026: Equipment Sales Up 7% as Installed Base Drives Maintenance-Led Growth
  April 23, 2026 · POOL
• CVBF Q1 2026: Loan Originations Surge 90%, Integration Sets Up Bay Area Expansion
  April 23, 2026 · CVBF
• Eagle Bancorp (EGBN) Q1 2026: Criticized Loans Down $80M, Balance Sheet Reset Advances
  April 23, 2026 · EGBN
• WEX (WEX) Q1 2026: $50M Automation Savings and 18% EPS Growth Signal Operating Leverage Shift
  April 23, 2026 · WEX
• Comcast (CMCSA) Q1 2026: Wireless Net Adds Hit 435,000, Powering Convergence Pivot
  April 23, 2026 · CMCSA
• Travelzoo (TZOO) Q1 2026: Club Membership Surges 112%, Shifting Revenue Mix Toward Recurring Fees
  April 23, 2026 · TZOO
• LBRT Q1 2026: Convertible Debt Adds $1.3B Liquidity as Power Pipeline Surges Beyond Capacity
  April 23, 2026 · LBRT
• Acme United (ACU) Q1 2026: MyMedic Adds 8% to Sales, Margin Hit from Tariffs Lingers
  April 23, 2026 · ACU
• Senstar Technologies (SNT) Q4 2025: LIDAR Sales Surge and Blickfeld Acquisition Expand Addressable Market by 3 Key Verticals
  April 23, 2026 · SNT
• Mobileye (MBLY) Q1 2026: ADAS Revenue Jumps 27% as China Export Volumes Accelerate
  April 23, 2026 · MBLY
• Patterson-UTI (PTEN) Q1 2026: Emerald Fleet Hits 15% Natural Gas, Driving Differentiation in Tight Market
  April 23, 2026 · PTEN