Latest Earnings Analysis

• 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
• AvePoint (AVPT) Q4 2025: Net New ARR Jumps 48% as AI Data Governance Drives Platform Expansion
  February 27, 2026 · AVPT
• Wilden Group (WLDN) Q4 2025: Data Center Revenue Climbs to 11%, Powering Margin Above 20%
  February 27, 2026 · WLDN
• Star Bulk Carriers (SBLK) Q4 2025: $100M Buyback, 100% Payout Policy Signal Capital Return Pivot
  February 27, 2026 · SBLK
• Palmer Square Capital BDC (PSBD) Q4 2025: Software Exposure Held Below 11% as Portfolio Diversification Anchors Resilience
  February 27, 2026 · PSBD
• Crinetics (CRNX) Q4 2025: $1.4B Cash Position Extends Runway for Pipeline and Pelsonify Launch
  February 27, 2026 · CRNX
• Clear Channel Outdoor (CCO) Q4 2025: Pharma Advertiser Count Doubles, Fueling Vertical Expansion Momentum
  February 26, 2026 · CCO
• National Storage Affiliates (NSA) Q4 2025: Payroll Down 4.1% as Internalization Drives Margin Inflection
  February 26, 2026 · NSA
• Enerflex (EFX) Q4 2025: $1.1B Engineered Systems Backlog Anchors Multi-Year Growth Visibility
  February 26, 2026 · EFX
• ADTRAN (ADTN) Q4 2025: Optical Networking Jumps 33%, Enterprise and Cloud Now 25% of Revenue
  February 26, 2026 · ADTN
• LOAR (LOAR) Q4 2025: Margin Expands 320bps as Proprietary Product Mix Drives Double-Digit Organic Growth
  February 26, 2026 · LOAR
• Opera (OPRA) Q4 2025: $300M Buyback Signals Confidence as Ads and AI Monetization Accelerate
  February 26, 2026 · OPRA
• AmeriSafe (AMSF) Q4 2025: Voluntary Premium Jumps 10.5% as Underwriting Discipline Counters Soft Market
  February 26, 2026 · AMSF
• Ardagh Metal Packaging (AMBP) Q4 2025: $1.3B Green Bond Resets Maturity Profile, Supports Capacity Expansion
  February 26, 2026 · AMBP
• Sempra (SRE) Q4 2025: $65B Capital Plan Fuels 11% Rate Base CAGR, Texas Surpasses California
  February 26, 2026 · SRE
• Ashford Hospitality Trust (AHT) Q4 2025: $145M Asset Sales and 2.4% Hotel EBITDA Growth Signal Portfolio Reset
  February 26, 2026 · AHT
• ECVT Q4 2025: Wagamon Acquisition Adds 10% Capacity, Bolstering Mining Demand Flexibility
  February 26, 2026 · ECVT
• WTRG Q4 2025: 18.6% Revenue Growth Anchors Merger Momentum and Regulatory Leverage
  February 26, 2026 · WTRG
• CRGY Q4 2025: Synergy Target Doubled to $190M as Integration Drives Margin Upside
  February 26, 2026 · CRGY
• UMH (UMH) Q4 2025: Same Property NOI Climbs 9% as Rental Home Expansion Drives Portfolio Value
  February 26, 2026 · UMH
• Shenandoah Telecommunications (SHEN) Q4 2025: Fiber Revenue Mix Surpasses Legacy Broadband Amid 31% EBITDA Surge
  February 26, 2026 · SHEN
• WHD Q4 2025: Cactus International Adds $627M Revenue, Shifts Margin Profile for 2026
  February 26, 2026 · WHD
• Installed Building Products (IBP) Q4 2025: Heavy Commercial Sales Jump 38%, Offsetting Residential Weakness
  February 26, 2026 · IBP
• GeoPark (GPRK) Q4 2025: Frontera Acquisition Set to Double Reserves, Scaling 2028 Production Path
  February 26, 2026 · GPRK
• International Seaways (INSW) Q4 2025: Dividend Payout Ratio Climbs to 87% Amid Fleet Renewal and Tight Tanker Supply
  February 26, 2026 · INSW
• Chiron Real Estate (GMRE) Q4 2025: $250M Disposition Pipeline Fuels Shift Into Senior Housing Growth
  February 26, 2026 · GMRE
• SM Energy (SM) Q4 2025: $185M Synergy Capture and 14% CapEx Cut Signal Capital Efficiency Pivot
  February 26, 2026 · SM
• Perimeter Solutions (PRM) Q4 2025: MMT Adds $140M Revenue, Accelerating Portfolio Diversification
  February 26, 2026 · PRM
• Lindblad Expeditions (LIND) Q4 2025: Net Yield Climbs 14% as Booking Curve Extends, Unlocking Margin Upside
  February 26, 2026 · LIND
• Vericel (VCEL) Q4 2025: Macy Franchise Grows 23% as Expanded Sales Force and Arthro Adoption Accelerate Penetration
  February 26, 2026 · VCEL
• Chimera Therapeutics (KYMR) Q4 2025: $1.6B Cash Extends Runway, KT621 Drives Paradigm Shift in Type 2 Disease
  February 26, 2026 · KYMR
• CIBC (CM) Q1 2026: Operating Leverage Hits 3.6% as Diversified Revenue Powers 10th Straight Win
  February 26, 2026 · CM
• Payoneer (PAYO) Q4 2025: B2B Revenue Jumps 28%, Upmarket Shift Accelerates Margin Expansion
  February 26, 2026 · PAYO
• PLDT (PHI) Q4 2025: Fiber Net Adds Surge 98% as Data Center and Digital Drive Margin Stability
  February 26, 2026 · PHI
• Bristow Group (VTOL) Q4 2025: 25% Contract Rate Uplift Drives Offshore Segment Repricing
  February 26, 2026 · VTOL
• GoodRx (GDRX) Q4 2025: PharmaDirect Revenue Jumps 41% as Platform Shifts to Manufacturer Partnerships
  February 26, 2026 · GDRX