Latest Earnings Analysis

• Mesoblast (MESO) Q2 2026: Ryonsel Launch Drives $49M Revenue as Adult Label Expansion and BLA Filings Advance
  February 28, 2026 · MESO
• HE (HE) Q4 2025: $479M Maui Settlement Nears as PBR Overhaul and CapEx Cycle Reshape Utility Trajectory
  February 28, 2026 · HE
• Grupo Televisa (TV) Q4 2025: Fiber Network to Reach 75% of Footprint as OPEX Drops 8.3%
  February 28, 2026 · TV
• Data I/O (DAIO) Q4 2025: Recurring Revenue Hits 58% as Edge AI Demand Reshapes Pipeline
  February 28, 2026 · DAIO
• Nexa (NEXA) Q4 2025: Mining EBITDA Margin Hits 50% as Aripuana Ramps, Silver Leverage Rises
  February 28, 2026 · NEXA
• Alpha Metallurgical Resources (AMR) Q4 2025: 4.1M Tons Locked at $136, Buffering Against Volatile Met Markets
  February 27, 2026 · AMR
• TransAlta (TAC) Q4 2025: Data Center MOU Unlocks 1GW Growth Path, Alberta Hedge Premiums Buffer Price Weakness
  February 27, 2026 · TAC
• Intest (INTT) Q4 2025: Backlog Jumps 36% as Non-Semi Orders Fuel Diversification
  February 27, 2026 · INTT
• Delek US (DK) Q4 2025: EOP Target Doubled to $200M, Unlocking Cash Flow and Margin Leverage
  February 27, 2026 · DK
• PubMatic (PUBM) Q4 2025: Emerging Revenue Soars 75% as Agentic AI Adoption Accelerates
  February 27, 2026 · PUBM
• MSC Income Fund (MSIF) Q4 2025: Private Loan Portfolio Climbs $57M, Sharpening Yield Focus
  February 27, 2026 · MSIF
• NHI (NHI) Q4 2025: Shop NOI Soars 125% as Platform Expands to 12% of Portfolio
  February 27, 2026 · NHI
• Goldman Sachs BDC (GSBD) Q4 2025: Software ARR Exposure Cut to 11% as AI Risk Drives Portfolio Rotation
  February 27, 2026 · GSBD
• NIQ (NIQ) Q4 2025: AI-Driven Cost Actions Unlock $65M Annual Savings, Margin Expansion Ahead
  February 27, 2026 · NIQ
• Photronics (PLAB) Q1 2026: High-End IC Revenue Climbs 19% as Capacity Expansion Accelerates
  February 27, 2026 · PLAB
• Amneal Pharmaceuticals (AMRX) Q4 2025: Specialty Segment Jumps 38% as Complex Launches Reshape Growth Mix
  February 27, 2026 · AMRX
• CubeSmart (CUBE) Q4 2025: New Supply Headwinds Drop to 19%, Unlocking Path to Revenue Growth
  February 27, 2026 · CUBE
• SHO Q4 2025: Expense Growth Held to 3% as Asset Recycling Remains Core Capital Lever
  February 27, 2026 · SHO
• Treece Medical (TMCI) Q4 2025: 25% Surgeon Uptake on New Platforms Drives Portfolio Penetration Despite 9% Revenue Drop
  February 27, 2026 · TMCI
• Main Street Capital (MAIN) Q4 2025: Lower Middle Market Investments Surge $253M, Redefining Portfolio Growth Trajectory
  February 27, 2026 · MAIN
• Concentra (CON) Q4 2025: EBITDA Margin Expands 100bps as Onsite Clinics Surge 112%
  February 27, 2026 · CON
• NRP Q4 2025: $39M Soda Ash JV Injection Delays Distribution Upside Amid Commodity Lows
  February 27, 2026 · NRP
• Docebo (DCBO) Q4 2025: Enterprise Pipeline Drives 14.5% ARR Growth Ex-AWS, Setting Up H2 Reacceleration
  February 27, 2026 · DCBO
• Buenaventura (BVN) Q4 2025: CAPEX Jumps to $415M as San Gabriel Ramp-Up Delays Bite
  February 27, 2026 · BVN
• TTEC (TTEC) Q4 2025: Digital Segment Faces $193M Impairment as AI-Driven Mix Shift Accelerates
  February 27, 2026 · TTEC
• Gogo (GOGO) Q1 2025: Service Revenue Jumps 143% as Galileo and 5G Position for Multi-Orbit Upside
  February 27, 2026 · GOGO
• Diversified Energy (DEC) Q4 2025: $277M Debt Reduction Underscores Cash Yield Model Strength
  February 27, 2026 · DEC
• Fulgent Genetics (FLGT) Q4 2025: $59M Customer Loss Offset by 53% AP Expansion and AI Leverage
  February 27, 2026 · FLGT
• Assured Guaranty (AGO) Q4 2025: Share Buybacks Reach 12% as Annuity Reinsurance Expands Revenue Base
  February 27, 2026 · AGO
• First Dibs (DIBS) Q4 2025: Adjusted EBITDA Margin Expands 1,300bps as Marketplace Model Proves Resilient
  February 27, 2026 · DIBS
• BCSF Q4 2025: Portfolio Yield Slips to 10.8% as Rate Decline Pressures Income
  February 27, 2026 · BCSF
• Amrize (AMRZ) Q4 2025: $900M CapEx Signals Aggressive Expansion as Commercial Demand Accelerates
  February 27, 2026 · AMRZ
• RLJ (RLJ) Q4 2025: Non-Room Revenue Surges 7.2%, Validating Urban-Centric ROI Strategy
  February 27, 2026 · RLJ
• DiamondRock Hospitality (DRH) Q4 2025: CapEx Reset to 7-9% of Revenue Unlocks $100M+ for Shareholder Returns
  February 27, 2026 · DRH
• Block (SQ) Q4 2025: Workforce Cut of 4,000 Sets Stage for 54% Profit Surge in 2026
  February 27, 2026 · XYZ
• Arbor Realty Trust (ABR) Q4 2025: Non-Performing Asset Resolutions Target $100M Income Recovery
  February 27, 2026 · ABR
• Pembina Pipeline (PBA) Q4 2025: Marketing EBITDA Falls 14% as Volatility Reshapes Growth Playbook
  February 27, 2026 · PBA
• Global Partners (GLP) Q4 2025: GDSO Fuel Margins Jump $0.09 as Portfolio Optimization Reshapes Earnings Mix
  February 27, 2026 · GLP
• PureCycle (PCT) Q4 2025: Denver Feedstock Ramps 44%, Unlocking Commercial Pipeline for 2026
  February 27, 2026 · PCT
• MasTec (MTZ) Q4 2025: Backlog Jumps 33% to $18B, Locking in Multi-Year Visibility
  February 27, 2026 · MTZ
• Frontline (FRO) Q4 2025: VLCC Rates Surge 44% as Tight Fleet Age Profile Drives Cash Flow Upside
  February 27, 2026 · FRO
• FIP (FIP) Q4 2025: Rail Integration Delivers 34% EBITDA Lift, Monetization and M&A in Focus
  February 27, 2026 · FIP
• ANI Pharmaceuticals (ANIP) Q4 2025: Rare Disease Revenue to Reach 60% of $1B+ Sales in 2026
  February 27, 2026 · ANIP
• Carter’s (CRI) Q4 2025: Tariff Headwind Swells to $200M, Forcing Margin Realignment
  February 27, 2026 · CRI
• Arcosa (ACA) Q4 2025: $450M Barge Sale Sharpens Focus as Utility Structures Revenue Climbs 20%
  February 27, 2026 · ACA
• BrightSpring Health (BTSG) Q4 2025: EBITDA Jumps 41% as Specialty Pharmacy and Home Health Scale
  February 27, 2026 · BTSG
• Escalade (ESCA) Q4 2025: Gross Margin Jumps 280bps as Cost Actions Reshape Profitability
  February 27, 2026 · ESCA
• Calumet (CLMT) Q4 2025: Net Leverage Falls to 4.9x as Cost Discipline Drives Durable Cash Flow
  February 27, 2026 · CLMT
• Morgan Stanley Direct Lending Fund (MSDL) Q4 2025: Distribution Cut to 45 Cents Signals Defensive Pivot Amid 40% LTV Discipline
  February 27, 2026 · MSDL
• GlobalStar (GSAT) Q4 2025: Two-Way IoT Launch Expands Addressable Market by 50%
  February 27, 2026 · GSAT