Latest Earnings Analysis

• 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
• Accelerate Energy (EE) Q4 2025: Iraq Project Lifts 2026 EBITDA Outlook by $80M as Regasification Wave Builds
  February 26, 2026 · EE
• Montrose Environmental (MEG) Q4 2025: Cross-Sell Revenue Jumps to 62%, Signaling Deepening Client Penetration
  February 26, 2026 · MEG
• Wave Life Sciences (WVE) Q4 2025: R&D Spend Rises 15% as Obesity and RNA Editing Pipeline Accelerates
  February 26, 2026 · WVE
• Teleflex (TFX) Q4 2025: $1.8B Divestiture Proceeds Set Up 2027 EPS Surge
  February 26, 2026 · TFX
• Chesapeake Utilities (CPK) Q4 2025: CapEx Surges 32%, Fueling Record Margin Expansion
  February 26, 2026 · CPK
• VYX Q4 2025: Platform Sites Up 8% as Backlog Becomes Core Growth Signal
  February 26, 2026 · VYX
• VSE (VSEC) Q4 2025: Aviation Margins Expand 260bps as Pure-Play Transformation Accelerates
  February 26, 2026 · VSEC
• ZLAB Q4 2025: Pipeline Drives 17% Revenue Growth, Sets Stage for 2026 Launches
  February 26, 2026 · ZLAB
• Vital Farms (VITL) Q4 2025: $100M Share Buyback and 25% Revenue Growth Signal Aggressive Capacity Bet
  February 26, 2026 · VITL
• TWFG (TWFG) Q4 2025: Corporate Branch Margins Hit 35% as Tech Investment Drives Productivity
  February 26, 2026 · TWFG
• PNTG Q4 2025: Southeast Expansion Targets Double-Digit Margin Run Rate
  February 26, 2026 · PNTG
• Ligand (LGND) Q4 2025: Royalty Revenue Jumps 48% as Portfolio Drives $1B Deployable Capital
  February 26, 2026 · LGND
• Acushnet (GOLF) Q4 2025: $70M Tariff Headwind Caps Margin Expansion Even as Equipment Surges
  February 26, 2026 · GOLF
• DQ Q4 2025: EBITDA Swings $389M as Polysilicon Cost Cuts and Policy Intervention Reset Industry Structure
  February 26, 2026 · DQ
• LNTH Q4 2025: NeuroSeq Triples Growth as Lantheus Refocuses on Diagnostics
  February 26, 2026 · LNTH
• Shift4 (FOUR) Q4 2025: GlobalBlue Drives 46% GRLNF Growth, International Expansion Accelerates
  February 26, 2026 · FOUR
• Walker & Dunlop (WD) Q4 2025: Transaction Volumes Surge 161% as Portfolio Resets Set Stage for 2026
  February 26, 2026 · WD
• Viatris (VTRS) Q4 2025: $650M Cost Overhaul Sets Stage for Sustainable Margin Expansion
  February 26, 2026 · VTRS
• Dorman Products (DORM) Q4 2025: Tariff-Driven $1.25 EPS Swing Shapes 2026 Margin Trajectory
  February 26, 2026 · DORM
• Global Net Lease (GNL) Q4 2025: $2.8B Debt Reduction Unlocks Strategic Flexibility
  February 26, 2026 · GNL
• KBR (KBR) Q4 2025: Backlog Climbs 15% as OPEX Expansion and Defense Wins Drive Visibility
  February 26, 2026 · KBR
• ACI Worldwide (ACIW) Q4 2025: Kinetic Pipeline Drives Double-Digit Growth and Expanding Margins
  February 26, 2026 · ACIW
• Certara (CERT) Q4 2025: Software Revenue Up 10% as Execution Focus Sharpens for 2026
  February 26, 2026 · CERT
• Stantec (STN) Q4 2025: Backlog Climbs 9.5% to $8.6B, Securing Multi-Sector Growth Visibility
  February 26, 2026 · STN
• Primo Brands (PRMB) Q4 2025: Premium Brands Jump 44% as Margin Expansion Outpaces Sales Recovery
  February 26, 2026 · PRMB
• FTAI (FTAI) Q4 2025: SCI Fund Deploys $6B, Power Platform Ramps Toward 100-Unit Target
  February 26, 2026 · FTAI
• APA (APA) Q4 2025: Cost Base Cut by $450M Run Rate, Unlocks Decade-Long Permian Visibility
  February 26, 2026 · APA
• KOP Q4 2025: PC Margin Expands 370bps, Utility Pole Acquisitions Secure Supply Chain
  February 26, 2026 · KOP
• Celsius (CELH) Q4 2025: Alani New Drives 136% Growth, Doubling Portfolio Shelf Space
  February 26, 2026 · CELH
• NovaCure (NVCR) Q4 2025: Non-GBM Portfolio Targets $25M as Platform Expansion Accelerates
  February 26, 2026 · NVCR
• Hudson Pacific Properties (HPP) Q4 2025: $330M Asset Sales Reset Balance Sheet, Sets Up for Occupancy-Driven NOI Growth
  February 26, 2026 · HPP
• Summit Hotel Properties (INN) Q4 2025: Asset Sales Unlock $200M as RevPAR Headwinds Ease
  February 26, 2026 · INN
• Nexstar (NXST) Q4 2025: Digital Revenue Set to Surpass National TV, Bolstering Growth Trajectory
  February 26, 2026 · NXST
• BioCryst (BCRX) Q4 2025: Orladeyo Revenue Jumps 43% as HAE Franchise Deepens Portfolio
  February 26, 2026 · BCRX
• Burford Capital (BUR) Q4 2025: Definitive Commitments Jump 39%, Portfolio Expansion Outpaces Realizations
  February 26, 2026 · BUR
• Gildan (GIL) Q4 2025: Synergy Target Raised to $250M as Hanes Integration Accelerates
  February 26, 2026 · GIL