Latest Earnings Analysis

• Acme United (ACU) Q4 2025: MyMedic $19M Acquisition Expands Direct-to-Consumer Platform
  February 26, 2026 · ACU
• Ellington Financial (EFC) Q4 2025: Unsecured Borrowings Jump to 18% as Securitization Pace Accelerates
  February 26, 2026 · EFC
• TTI Q4 2025: Completion Fluids Margin Climbs 420 bps as Bromine and Desalination Scale Up
  February 26, 2026 · TTI
• Bentley Systems (BSY) Q4 2025: Asset Analytics Revenue Hits $50M Run Rate, AI Monetization Path Accelerates
  February 26, 2026 · BSY
• TechnoGlass (TGLS) Q4 2025: Backlog Hits $1.3B, Driving Double-Digit Growth Outlook
  February 26, 2026 · TGLS
• Gibraltar Industries (ROCK) Q4 2025: OmniMax Acquisition Adds $570M Revenue, Reshapes Residential Mix
  February 26, 2026 · ROCK
• United Parks (PRKS) Q4 2025: $50M Cost Initiative Targets Margin Recovery Amid Attendance Pressures
  February 26, 2026 · PRKS
• Hilton Grand Vacations (HGV) Q4 2025: $600M Buybacks Signal Capital Return Priority Amid Margin Expansion
  February 26, 2026 · HGV
• Melrose Properties (MRP) Q4 2025: $2.4B Third-Party Investment Surpasses Stretch Target, Validates Land Banking Model
  February 26, 2026 · MRP
• CLMB Q4 2025: Fortinet Onboarding Targets $250M, Dividend Suspended to Accelerate M&A
  February 26, 2026 · CLMB
• Hafnia (HAFN) Q4 2025: 80% Dividend Payout Anchored by 76% Q1 Coverage at $29,979/Day
  February 26, 2026 · HAFN
• Green Brick Partners (GRBK) Q4 2025: Incentives Jump to 9.2% of Revenue as Margins Compress
  February 26, 2026 · GRBK
• Ormat Technologies (ORA) Q4 2025: Energy Storage Revenue Jumps 109%, Accelerating Diversification
  February 26, 2026 · ORA
• Rhythm Pharmaceuticals (RYTM) Q4 2025: Operating Expenses to Rise 35% as Pipeline and HO Launch Drive Investment
  February 26, 2026 · RYTM
• Integra LifeSciences (IART) Q4 2025: Tissue Tech Down 12.8% as Supply and Tariff Pressures Shape 2026 Trajectory
  February 26, 2026 · IART
• Eni (E) Q4 2025: Net Capex Falls €2B Below Plan as Upstream Output and Transition Businesses Outperform
  February 26, 2026 · E
• Aurinia Pharmaceuticals (AUPH) Q4 2025: Loopkindness Drives 25% Sales Growth, Guidance Bakes in Competitive Shifts
  February 26, 2026 · AUPH
• Warner Bros Discovery (WBD) Q4 2025: Streaming Subscribers Top 130M, Franchise Slate Drives 2027 Visibility
  February 26, 2026 · WBD
• DXP Enterprises (DXPE) Q4 2025: IPS Sales Jump 26%, Water Backlog Drives Margin Expansion
  February 26, 2026 · DXPE
• Akebia (AKBA) Q4 2025: Vafsio Prescriber Base Expands 5x, Anchoring Dialysis Market Push
  February 26, 2026 · AKBA
• ARGX Q4 2025: VivGuard Drives 90% Growth as Ocular MG Approval Targets 7,000-Patient Expansion
  February 26, 2026 · ARGX
• CQP Q4 2025: Brownfield Expansion Drives Path to 75 Million Tons, Margins Hold Above $2.50
  February 26, 2026 · CQP
• Rackspace (RXT) Q4 2025: Public Cloud Services Up 28% as Platform Engineering Model Gains Traction
  February 26, 2026 · RXT
• NPK International (NPKI) Q4 2025: Rental Revenues Jump 39% as Fleet Expansion and Utility Demand Drive Returns
  February 26, 2026 · NPKI
• Perigo (PRGO) Q4 2025: $320M Cost Takeout Anchors Resilience Amid -3.5% to +0.5% Core Sales Guide
  February 26, 2026 · PRGO
• Ingevity (NGVT) Q4 2025: EBITDA Margin Surges 500bps as Portfolio Simplifies
  February 26, 2026 · NGVT
• MCS Q4 2025: Movie Club Annual Members Hit 38% as Theaters Prep for 2026 Slate Surge
  February 26, 2026 · MCS
• Cord Energy (CHRD) Q4 2025: $160M Cost Run Rate Shift Widens Free Cash Flow Leverage
  February 26, 2026 · CHRD
• CARS (CARS) Q4 2025: Buybacks Up 75% as Marketplace Integration Drives Strategic Reset
  February 26, 2026 · CARS
• Wolverine Worldwide (WWW) Q4 2025: Saucony Grows 24% as Brand Investments Drive Portfolio Divergence
  February 26, 2026 · WWW
• Thryv (THRY) Q4 2025: $40M Free Cash Flow Target Signals SaaS Scale, Quality Customer Shift
  February 26, 2026 · THRY
• FloCo (FLOC) Q4 2025: Rental Revenue Surpasses $110M as Platform Expansion Drives Margin Gains
  February 26, 2026 · FLOC
• Donaldson (DCI) Q2 2026: Facet Deal Adds $110M High-Margin Sales, Reshaping Portfolio Mix
  February 26, 2026 · DCI
• Hormel Foods (HRL) Q1 2026: Whole Bird Turkey Divestiture Reduces $200M–$275M Volatility, Refocuses on Value-Add Margin Expansion
  February 26, 2026 · HRL
• Whitestone REIT (WSR) Q4 2025: Leasing Spreads Hold Above 17% for 15 Quarters, Underpinning Durable NOI Growth
  February 26, 2026 · WSR
• VICI (VICI) Q4 2025: $2.1B New Commitments Expand Tenant Base, Diversifying Beyond Caesars
  February 26, 2026 · VICI
• Seadrill (SDRL) Q4 2025: Backlog Grows $500M as Deepwater Demand Tightens Into 2027
  February 26, 2026 · SDRL
• NCDL Q4 2025: Originations Double to $59M as Middle Market Pipeline Expands
  February 26, 2026 · NCDL
• NREF Q4 2025: $22.5M Alewife Loan Highlights Selective Lending Shift
  February 26, 2026 · NREF
• Indivior (INDV) Q4 2025: Sublocade Dispense Units Up 12% as EBITDA Margin Expands 500bps
  February 26, 2026 · INDV
• Frontdoor (FTDR) Q4 2025: Non-Warranty Revenue Up 73% as Margin Expansion Prompts Target Re-Evaluation
  February 26, 2026 · FTDR
• Fortria (FTRE) Q4 2025: Book-to-Bill Hits 1.14x as Cost Discipline Unlocks $93M Net Savings
  February 26, 2026 · FTRE
• Federal Signal (FSS) Q4 2025: Orders Surge 45% on Acquisitions, Platform Expansion Drives 2026 Growth Visibility
  February 26, 2026 · FSS
• iQIYI (IQ) Q4 2025: Overseas Membership Revenue Soars 40%, Unlocking Second Growth Engine
  February 26, 2026 · IQ
• Procept Biorobotics (PRCT) Q4 2025: Handpiece ASP Jumps 9% as Pricing Discipline Resets Growth Trajectory
  February 26, 2026 · PRCT
• TKO (TKO) Q4 2025: Media Rights Jump Drives 600bps Margin Expansion, Execution Focus Locks In 2026 Visibility
  February 26, 2026 · TKO
• VIPS Q4 2025: Net Margin Rises to 8.0% as Off-Price Model Defends Profitability
  February 26, 2026 · VIPS
• ASUR (ASR) Q4 2025: U.S. Airport Acquisition Adds $133M Revenue, Diversifies Growth Beyond Mexico
  February 26, 2026 · ASR
• Zoom (ZM) Q4 2026: Contact Center ARR Accelerates to High Double Digits as AI Drives Platform Expansion
  February 26, 2026 · ZM
• AMC (AMC) Q4 2025: Per Patron Profit Up 51%, Operating Leverage Sets Stage for 2026 Surge
  February 26, 2026 · AMC