Latest Earnings Analysis

• Brinks (BCO) Q4 2025: $200M Synergy Target Reshapes ATM Outsourcing Economics
  February 27, 2026 · BCO
• VTEX (VTEX) Q4 2025: AI-Powered Margins Jump 3 Points as Global B2B Mix Hits 50%
  February 27, 2026 · VTEX
• CAI (CARES Life Sciences) Q4 2025: Clinical Profiling Revenue Jumps 199%, Fueling Early Detection Ambitions
  February 27, 2026 · CAI
• Fox Factory (FOXF) Q4 2025: $50M Cost-Out Drives 200bps Margin Reset Amid Portfolio Overhaul
  February 27, 2026 · FOXF
• Rocket Companies (RKT) Q4 2025: Integration Powers $140M Redfin Synergy, Recapture Engine Drives Record Refi
  February 27, 2026 · RKT
• XRAY Q4 2025: $120M Cost Restructure Funds Double-Digit R&D, Marking Capital Allocation Pivot
  February 27, 2026 · XRAY
• Solventum (SOLV) Q4 2025: $1B Buyback Launch Signals Capital Flexibility as Margin Expansion Targets Hold
  February 27, 2026 · SOLV
• OPK Q4 2025: $1B+ Regeneron Milestone Upside, Diagnostics Refocus Drives Margin Reset
  February 27, 2026 · OPK
• Evertec (EVTC) Q4 2025: Latin America Revenue Jumps 40% as M&A and AI Integration Reshape Growth Profile
  February 27, 2026 · EVTC
• DCO Q4 2025: Missile Orders Drive $75M RPO Surge, Defense Capacity Positioned for 30% Growth
  February 27, 2026 · DCO
• SmartStop (SMA) Q4 2025: $369M Deployed as Third-Party Platform and Joint Ventures Expand Growth Levers
  February 27, 2026 · SMA
• Where Food Comes From (WFCF) Q4 2025: Non-Beef Certifications Offset by 70-Year Low Cattle Supply
  February 27, 2026 · WFCF
• LandBridge (LB) Q4 2025: SUEE Jumps 21% as Active Land Model Drives Compounding Value
  February 27, 2026 · LB
• TerraWulf (WULF) Q4 2025: $12.8B HPC Lease Pipeline Signals Power-Backed AI Platform Inflection
  February 27, 2026 · WULF
• TD (TD) Q1 2026: $7B Buyback Launch and 19% PTPP Growth Signal Capital Firepower
  February 27, 2026 · TD
• Permian Resources (PR) Q4 2025: D&C Costs Drop 20%, Extending Delaware Basin Margin Lead
  February 27, 2026 · PR
• Innodata (INOD) Q4 2025: 35% Growth Outlook Anchored by Data-Centric AI Innovation Pipeline
  February 27, 2026 · INOD
• CMBT Q4 2025: $420M Tanker Proceeds Drive Dividend Flexibility and Accelerated Deleveraging
  February 27, 2026 · CMBT
• DELL Q4 2026: AI Backlog Hits $43B, Doubling Revenue Growth Trajectory for FY27
  February 27, 2026 · DELL
• Ferrovial (FER) Q4 2025: Net Cash Surges to €1.3B as Asset Rotation and U.S. Toll Roads Drive Growth
  February 27, 2026 · FER
• TORM (TRMD) Q4 2025: Asset Values Jump 4.2% as Fleet Expansion and Market Tailwinds Drive Upside
  February 27, 2026 · TRMD
• CoreWeave (CRWV) Q4 2025: Revenue Backlog Soars $50B, Locking In Multi-Year AI Infrastructure Demand
  February 27, 2026 · CRWV
• BWMX Q4 2025: Tupperware Latin America Deal Adds $250M Platform, Targets 40% EPS Accretion
  February 27, 2026 · BWMX
• NetApp (NTAP) Q3 2026: All-Flash Revenue Hits $1B as AI and Cloud Drive 11% Segment Growth
  February 27, 2026 · NTAP
• PRAA Q4 2025: ERC Hits $8.6B as U.S. Legal Channel Drives 28% Collection Surge
  February 27, 2026 · PRAA
• SBAC Q4 2025: Dividend Up 13% as U.S. Co-Location and Brazil Lease-Up Set Foundation for 2026 Growth
  February 27, 2026 · SBAC
• NuScale (SMR) Q4 2025: Liquidity Surges to $1.3B as TVA Deal Advances, SMR Commercialization Momentum Builds
  February 27, 2026 · SMR
• PENN Q4 2025: Interactive Segment Targets $268M EBITDA Turnaround as iCasino Grows 40%+
  February 27, 2026 · PENN
• Cheniere Energy (LNG) Q4 2025: $9B Buyback Upsize Anchored by 95% Contracted Capacity Through 2030
  February 27, 2026 · LNG
• Vista (VIST) Q4 2025: Production Surges 59% as M&A and Cost Cuts Redefine Scale
  February 27, 2026 · VIST
• First Advantage (FA) Q4 2025: Upsell and Cross-Sell Revenues Surge 17%, Fueling Growth Pipeline
  February 27, 2026 · FA
• SMP Q4 2025: Nissens Acquisition Adds $305M, Powers 22% Full-Year Expansion
  February 27, 2026 · SMP
• OrganiGenesis (ORGO) Q4 2025: Advanced Wound Care Soars 83%, But CMS Policy Disruption Signals 2026 Revenue Drop
  February 27, 2026 · ORGO
• Intuit (INTU) Q2 2026: AI-Driven Mid-Market Revenue Jumps 40% as Platform Model Deepens Competitive Moat
  February 27, 2026 · INTU
• Elastic (ESTC) Q3 2026: AI Customer Base Tops 3,000, Accelerating Platform Penetration
  February 27, 2026 · ESTC
• Compass Diversified (CODI) Q4 2025: Divestiture Pipeline Targets 6-Month Execution as Leverage Hits 5.47x
  February 27, 2026 · CODI
• Flutter Entertainment (FLUT) Q4 2025: U.S. iGaming Jumps 33% as Prediction Market Spend Rises Toward $300M
  February 27, 2026 · FLUT
• Airgain (AIRG) Q4 2025: Consumer Revenue Up 20% as Platform Pipeline Doubles, Shifting Focus to Commercial Scale
  February 27, 2026 · AIRG
• Sterling Infrastructure (STRL) Q4 2025: Backlog Surges 78% as Data Center Pipeline Expands
  February 27, 2026 · STRL
• TIGO Q4 2025: EBITDA Margin Climbs to 47% as Integration Drives Cash Flow Upside
  February 27, 2026 · TIGO
• Nomad Foods (NOMD) Q4 2025: Fish Cost Inflation Drives 2026 Guidance Reset
  February 27, 2026 · NOMD
• Opportun (OPRT) Q4 2025: OPEX Falls 12%, Setting Up 16% EPS Growth Target
  February 27, 2026 · OPRT
• PAR Technology (PAR) Q4 2025: AI-Driven ARR Jumps $17M, Multi-Product Deals Near 90%
  February 27, 2026 · PAR
• MDXH Q4 2025: Liquid-Based Test Volume Soars 128%, Rebalancing Growth Profile
  February 27, 2026 · MDXH
• Lightbridge (LTBR) Q4 2025: Cash Position Soars to $202M as Fuel Testing Milestones Accelerate Commercial Path
  February 27, 2026 · LTBR
• OrthoPediatrics (KIDS) Q4 2025: Gross Margin Jumps to 73% as Product Super Cycle Accelerates
  February 27, 2026 · KIDS
• Codere Online (CDRO) Q4 2025: Mexico Active Base Surges 44%, Outpacing Regulatory Headwinds
  February 27, 2026 · CDRO
• Anika (ANIK) Q4 2025: Commercial Channel Grows 22% as Integrity Adoption Doubles, Offsetting OEM Drag
  February 27, 2026 · ANIK
• Duolingo (DUOL) Q4 2025: DAU Growth Slows to 20% as User Expansion Takes Priority Over Margins
  February 27, 2026 · DUOL
• FIGS (FIGS) Q4 2025: International Revenue Soars 55% as Market Expansion Accelerates
  February 27, 2026 · FIGS