Latest Earnings Analysis

• Helix Energy (HLX) Q1 2026: Hornbeck Merger to Drive 106% EBITDA Growth, $75M Synergy Target
  April 23, 2026 · HLX
• ConnectOne Bancorp (CNOB) Q1 2026: Net Interest Margin Expands 12bps, Lending Momentum Outpaces Deposit Growth
  April 23, 2026 · CNOB
• Amalgamated Financial (AMAL) Q1 2026: $9.2M Reserve Build Flags Isolated Credit Event, Guidance Raised on 8% Asset Growth
  April 23, 2026 · AMAL
• Lockheed Martin (LMT) Q1 2026: Missile Orders Surge to $7B as Multi-Year Munitions Ramp Drives Investment
  April 23, 2026 · LMT
• Banner (BANR) Q1 2026: Core Deposits Reach 89% of Total, Anchoring Margin Resilience
  April 23, 2026 · BANR
• MedPace (MEDP) Q1 2026: Cancellations Drive Book-to-Bill Down to 0.88, Clouding Growth Trajectory
  April 23, 2026 · MEDP
• Getty Realty (GTY) Q1 2026: $125M Pipeline Under Contract Signals Aggressive Growth Acceleration
  April 23, 2026 · GTY
• Snap-on (SNA) Q1 2026: C&I Sales Up 10.8% as Critical Industries Drive Outperformance
  April 23, 2026 · SNA
• Southwest Airlines (LUV) Q1 2026: Unit Revenue Jumps 11.2% as Product Transformation Drives Industry-Leading Margins
  April 23, 2026 · LUV
• United Rentals (URI) Q1 2026: Specialty Growth Hits 14%, Driving Guidance Raise and Margin Expansion
  April 23, 2026 · URI
• NextEra Energy (NEE) Q1 2026: Renewables Backlog Hits 33 GW as Data Center Demand Accelerates
  April 23, 2026 · NEE
• American Express (AXP) Q1 2026: Net Card Fees Jump 16% as Premium Spend and AI Investments Accelerate
  April 23, 2026 · AXP
• Old Second Bancorp (OSBC) Q1 2026: Net Interest Margin Rises to 5.14% Despite PowerSport Credit Drag
  April 23, 2026 · OSBC
• GenTherm (THRM) Q1 2026: $395M Automotive Awards Signal Multi-Segment Growth Inflection
  April 23, 2026 · THRM
• STMicroelectronics (STM) Q1 2026: AI and Data Center Revenue Set to Top $500M, Accelerating Transformation
  April 23, 2026 · STM
• Rollins (ROL) Q1 2026: Organic Growth Accelerates to 6.6% as M&A and Staffing Set Up Peak Season
  April 23, 2026 · ROL
• KB Financial (KB) Q1 2026: Global Profit Contribution Climbs Toward 7% as Capital Sensitivity Persists
  April 23, 2026 · KB
• Selective Insurance (SIGI) Q1 2026: Commercial Auto Pricing Approaches 12% as Underwriting Discipline Tightens
  April 23, 2026 · SIGI
• CenterPoint Energy (CNP) Q1 2026: Houston Load Surges to 12.2 GW, Unlocking Demand-Driven Upside
  April 23, 2026 · CNP
• Nokia (NOK) Q1 2026: AI and Cloud Orders Surge 49%, Network Infrastructure Guidance Raised
  April 23, 2026 · NOK
• TAL (TAL) Q4 2026: Operating Margin Expands 8pts as Learning Devices and Offline Centers Drive Profitability
  April 23, 2026 · TAL
• GE (GE) Q1 2026: Orders Surge 87% as $170B Services Backlog Shields Growth Amid Turbulence
  April 23, 2026 · GE
• Tesla (TSLA) Q1 2026: CapEx Surges Toward $25B as AI, Robotaxi, and Optimus Ramp
  April 23, 2026 · TSLA
• Goosehead Insurance (GSHD) Q1 2026: Digital Agent Drives 23% Revenue Growth as Platform Expansion Accelerates
  April 23, 2026 · GSHD
• Raymond James (RJF) Q2 2026: Private Client Group Drives $23B Net New Assets Amid Margin Compression
  April 23, 2026 · RJF
• GE Vernova (GEV) Q1 2026: Backlog Surges $47B, Electrification and Gas Power Drive Multi-Year Upside
  April 23, 2026 · GEV
• ServiceNow (NOW) Q1 2026: AI Commit Surges 50% to $1.5B, Setting New Platform Trajectory
  April 23, 2026 · NOW
• SEI (SEIC) Q1 2026: Net Sales Events Surge 40% Above Record as Alternative Mandates Accelerate
  April 23, 2026 · SEIC
• Knight-Swift (KNX) Q1 2026: Spot Market Tightness Lifts Truckload Rate Bids to Double-Digit Range
  April 23, 2026 · KNX
• ASGN (ASGN) Q1 2026: Commercial Gross Margin Falls 140bps as Solution Mix Shifts
  April 23, 2026 · ASGN
• CME Group (CME) Q1 2026: Record 22% Volume Surge Drives All-Time High Margins and Global Reach
  April 23, 2026 · CME
• Century Communities (CCS) Q1 2026: Gross Margin Expands 140bps as Incentives Stabilize Amid Demand Headwinds
  April 23, 2026 · CCS
• Las Vegas Sands (LVS) Q1 2026: Singapore EBITDA Soars 30% as Macau Margin Compression Signals Investment Cycle
  April 23, 2026 · LVS
• Cathay General Bancorp (CATY) Q1 2026: Securities Repositioning Adds $4M NII, Margin Holds Amid Deposit Competition
  April 23, 2026 · CATY
• IBM (IBM) Q1 2026: Software Growth Tops 10% as AI Drives $4.5B Productivity Gains
  April 23, 2026 · IBM
• Texas Instruments (TXN) Q1 2026: Industrial Up 30%, Inventory and Capacity Position TI for Secular Upside
  April 23, 2026 · TXN
• AmeriSafe (AMSF) Q1 2026: Premiums Up 9% as Underwriting Model Counters Industry Headwinds
  April 23, 2026 · AMSF
• Kinder Morgan (KMI) Q1 2026: $10.1B Project Backlog Signals 27% Gas Demand Upside Through 2031
  April 23, 2026 · KMI
• VinFast (VFS) Q4 2025: International Deliveries Jump to 18%, Marking Expansion Milestone
  April 23, 2026 · VFS
• NBHC Q1 2026: Loan Balances Climb 29% as VISTA Integration Fuels Expansion
  April 23, 2026 · NBHC
• Crown Castle (CCI) Q1 2026: $65M Cost Reduction Anchors Tower-Only Pivot Ahead of Fiber Sale
  April 23, 2026 · CCI
• LAM Research (LRCX) Q3 2026: Gross Margin Hits 49.9% as AI-Driven Demand Accelerates Tool Outperformance
  April 23, 2026 · LRCX
• CSX (CSX) Q1 2026: Margin Expands 300bps as 100+ Efficiency Initiatives Drive Cost Transformation
  April 23, 2026 · CSX
• Docebo (DCBO) Q1 2026: Enterprise Expansions Drive 9-Point NRR Gap, Accelerating ARR Outlook
  April 23, 2026 · DCBO
• First BanCorp (FBP) Q1 2026: Core Deposits Up 4.9%, Margin Expansion Exceeds Guidance
  April 23, 2026 · FBP
• Weatherford (WFRD) Q1 2026: Middle East Disruption Drives $30–50M Profit Impact, But Multi-Year Tailwinds Build
  April 22, 2026 · WFRD
• HCSG (HCSG) Q1 2026: $24M Buyback Signals Capital Flexibility Amid Cost Discipline
  April 22, 2026 · HCSG
• Sunoco (SON) Q1 2026: $8–10M Cost Inflation Hits, Margin Defense Intensifies
  April 22, 2026 · SON
• Triumph Financial (TFIN) Q1 2026: Transportation Revenue Climbs 23% as Factoring Margins Reach New Highs
  April 22, 2026 · TFIN
• Metropolitan Commercial Bank (MCB) Q1 2026: Deposit Growth Outpaces Loans by $128M, Funding Expansion Pipeline
  April 22, 2026 · MCB