Latest Earnings Analysis

• Teladoc Health (TDOC) Q4 2025: BetterHelp Insurance Revenue Set to Quadruple, Anchoring Turnaround Strategy
  February 26, 2026 · TDOC
• Innoviz (INVZ) Q4 2025: Non-Auto LiDAR Set to Hit 10% of Revenue as Physical AI Demand Surges
  February 26, 2026 · INVZ
• Energy Recovery (ERII) Q4 2025: $45M Project Deferrals Signal Timing Risk, Margin Focus Sharpens
  February 26, 2026 · ERII
• HCI (HCI) Q4 2025: Book Value Surges 3X in Two Years, Unlocking Buyback and M&A Firepower
  February 26, 2026 · HCI
• IonQ (IONQ) Q4 2025: RPO Surges to $370M as Full-Stack Quantum Platform Drives Fivefold Visibility
  February 26, 2026 · IONQ
• Starwood Property Trust (STWD) Q4 2025: $12.7B Deployment Marks Second-Largest Year as Diversification Accelerates
  February 26, 2026 · STWD
• Procept Biorobotics (PRCT) Q4 2025: Handpiece Price Up 5% as Bulk Discount Era Ends
  February 26, 2026 · PRCT
• Golar LNG (GLNG) Q4 2025: $1.7B in New Financing Unlocks Aggressive FLNG Growth Path
  February 26, 2026 · GLNG
• Harmony Biosciences (HRMY) Q4 2025: WAKIX Revenue Surges 21% as Blockbuster Status Beckons
  February 26, 2026 · HRMY
• Clean Energy Fuels (CLNE) Q4 2025: Upstream EBITDA Turns Positive as RNG Volumes Hit 64M Gallons
  February 25, 2026 · CLNE
• Clarivate (CLVT) Q4 2025: Proprietary Revenue Hits 97%, AI Drives Strategic Refocus
  February 25, 2026 · CLVT
• American Tower (AMT) Q4 2025: DISH Churn Drives $200M Revenue Reset, Margin Expansion Targets Hold Through 2030
  February 25, 2026 · AMT
• Vir Biotechnology (VIR) Q4 2025: $1.7B Astellas Deal Accelerates Dual-Masked T-Cell Engager Platform
  February 25, 2026 · VIR
• Diageo (DEO) Q2 2026: U.S. Spirits Fall 7%, Forcing Portfolio Reset and Dividend Policy Shift
  February 25, 2026 · DEO
• SHLS Q4 2025: Backlog Climbs 18% to $748M, Unlocking Multi-Segment Growth Amid Margin Reset
  February 25, 2026 · SHLS
• Lifetime (LTH) Q4 2025: Growth CapEx Jumps to $915M as Club Ramp Accelerates
  February 25, 2026 · LTH
• Chatham Lodging Trust (CLDT) Q4 2025: Share Repurchases at 9.5% Cap Rate Signal Capital Discipline
  February 25, 2026 · CLDT
• Audia (ADEA) Q4 2025: Non-Pay TV Revenue Jumps 30% as OTT and Semiconductor Deals Reshape Mix
  February 25, 2026 · ADEA
• Avista (AVA) Q4 2025: $3.4B CapEx Plan Anchors 5% Utility Growth Trajectory
  February 25, 2026 · AVA
• AbCellera (ABCL) Q4 2025: Pipeline Expands to 4 Clinical Programs, $700M Liquidity Extends Runway
  February 25, 2026 · ABCL
• TALO Q4 2025: $72M Cost Initiative Surplus Drives Peer-Leading Margins Despite Oil Price Drag
  February 25, 2026 · TALO
• Mosaic (MOS) Q4 2025: $960M Working Capital Drain Signals Cash Flow Reset for 2026
  February 25, 2026 · MOS
• Interface (TILE) Q4 2025: Nora Rubber Billings Jump 17%, Automation Drives Margin Expansion
  February 25, 2026 · TILE
• Lineage (LINE) Q4 2025: $50M Cost Takeout Targets Margin Resilience as Occupancy Stabilizes
  February 25, 2026 · LINE
• Inogen (INGN) Q4 2025: International Revenue Jumps 15% as Platform Diversification Accelerates
  February 25, 2026 · INGN
• Leonardo DRS (DRS) Q4 2025: CapEx Surges 60% to Fuel Naval, Space, and Sensing Expansion
  February 25, 2026 · DRS
• Henry Schein (HSIC) Q4 2025: Specialty Product Sales Surge 14.6% as Strategic Mix Shift Accelerates
  February 25, 2026 · HSIC
• Blackstone Secured Lending (BXSL) Q4 2025: $1B Deployment Drives Portfolio Expansion Amid 15% Repayment Turnover
  February 25, 2026 · BXSL
• Realty Income (O) Q4 2025: $8B Investment Pipeline Anchors Multi-Channel Growth Ambition
  February 25, 2026 · O
• ONEOK (OKE) Q4 2025: $500M Synergy Realization Amplifies Integrated Platform Leverage
  February 25, 2026 · OKE
• Newmark (NMRK) Q4 2025: Investment Sales Volumes Jump 56% as Global Expansion Accelerates
  February 25, 2026 · NMRK
• Matador (MTDR) Q4 2025: 11% CapEx Cut Drives Reserve Growth Amid Efficiency Push
  February 25, 2026 · MTDR
• IGIC Q4 2025: Book Value Up 14% as Cycle Discipline Drives Capital Return
  February 25, 2026 · IGIC
• Clearway Energy (CWEN) Q4 2025: 1.3 GW Added and 10.5% Yield Pipeline Anchor 2030 Growth Trajectory
  February 25, 2026 · CWEN
• Enviri (NVRI) Q4 2025: Rail EBITDA Loss Widens to $26M as ETO Contracts Drag, Spin-Off Reshapes Core
  February 25, 2026 · NVRI
• SPXC Q4 2025: Data Center Revenue Surges 50% as Capacity Expansion Unlocks $700M Growth Path
  February 25, 2026 · SPXC
• Matson (MATX) Q4 2025: $393M CapEx Signals Network Expansion Amid Yield-Focused Strategy
  February 25, 2026 · MATX
• ATEC (ATEC) Q4 2025: EBITDA Margin Expands 400bps as Surgeon Adoption Drives Durable Growth
  February 25, 2026 · ATEC
• Day One Biopharmaceuticals (DAWN) Q4 2025: Ojemda Revenue Jumps 172% as Persistence and Pipeline Reshape Growth Trajectory
  February 25, 2026 · DAWN
• Diversified Healthcare Trust (DHC) Q4 2025: SHOP NOI Jumps 27.6% as Portfolio Reset Unlocks Runway
  February 25, 2026 · DHC
• Genworth Financial (GNW) Q4 2025: CareScout Matches Triple, Targeting 7,500 in 2026
  February 25, 2026 · GNW
• Ameren (AMRN) Q4 2025: $36M Restructuring Drives 41% OPEX Cut as Partnered Model Takes Hold
  February 25, 2026 · AMRN
• Ovintiv (OVV) Q4 2025: $3B Buyback Launch Follows 3,200-Location Inventory Expansion
  February 25, 2026 · OVV
• Marqeta (MQ) Q4 2025: 36% TPV Surge Sets Up Platform for Profitable Scale, Despite 7-Point Gross Profit Headwind
  February 25, 2026 · MQ
• Merit Medical (MMSI) Q4 2025: Operating Margin Rises 138bps as Portfolio Shift Accelerates
  February 25, 2026 · MMSI
• Lucid (LCID) Q4 2025: Gravity Drives 72% Delivery Surge as Midsize Platform Nears Launch
  February 25, 2026 · LCID
• Myriad Genetics (MYGN) Q4 2025: Oncology Test Volumes Climb 14% as Cancer Pipeline Expands
  February 25, 2026 · MYGN
• LTC (LTC) Q4 2025: SHOP Acquisitions Surge 70%, Accelerating Portfolio Transformation
  February 25, 2026 · LTC
• Option Care Health (OPCH) Q4 2025: $70M Stellara Headwind Absorbed as Cash Flow Targets Rise 30%
  February 25, 2026 · OPCH
• ChipMOS (IMOS) Q4 2025: Memory Revenue Surges 55%, Driving Margin Expansion and Strategic CapEx Shift
  February 25, 2026 · IMOS