Latest Earnings Analysis

• 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
• Globus Medical (GMED) Q4 2025: Gross Margin Expands 210bps as Enabling Tech and Synergy Actions Drive Leverage
  February 25, 2026 · GMED
• Diamondback Energy (FANG) Q4 2025: Barnett Wells Project 50% Higher Oil Recovery, Reshaping Resource Narrative
  February 25, 2026 · FANG
• Home Depot (HD) Q4 2025: SRS Roofing Volumes Fall 28%, Margin Headwinds Persist Amid Share Gains
  February 25, 2026 · HD
• IONIS (IONS) Q4 2025: Olazarsen Peak Revenue Raised Above $2B as Launch Readiness Accelerates
  February 25, 2026 · IONS
• MercadoLibre (MELI) Q4 2025: AI-Fueled Ad Revenue Soars 67% as Ecosystem Investments Deepen
  February 25, 2026 · MELI
• Xenia Hotels (XHR) Q4 2025: Group Room Revenue Up 13%, Anchoring FFO Growth Trajectory
  February 25, 2026 · XHR
• SKT Q4 2025: Leasing Volume Hits 3M Sq Ft, Fueling NOI Growth and Portfolio Flexibility
  February 25, 2026 · SKT
• KDP Q4 2025: Energy Brands Add 1.5 Share Points, Coffee Margin Pressure to Ease in H2
  February 25, 2026 · KDP
• CareDx (CDNA) Q4 2025: Patient & Digital Solutions Up 47%, Underscoring Platform Leverage
  February 25, 2026 · CDNA
• Ryman Hospitality Properties (RHP) Q4 2025: Entertainment Segment Grows 12%, Driving Share Gains and Margin Expansion
  February 25, 2026 · RHP
• Alcon (ALC) Q4 2025: Unity Equipment Powers 18% Segment Growth, Margin Focus Intensifies
  February 25, 2026 · ALC
• HVT Q4 2025: Average Ticket Jumps 10.9% as Tariff Volatility Reshapes Margin Playbook
  February 25, 2026 · HVT
• Telefonica (TEF) Q4 2025: Free Cash Flow Upgraded to €3B as Portfolio Simplifies
  February 25, 2026 · TEF
• Gulfport Energy (GPOR) Q4 2025: $140M Buyback Signals Aggressive Capital Return as Inventory Expands 40%
  February 25, 2026 · GPOR
• Halion (HLN) Q4 2025: Margin Expands 220bps as Productivity Initiatives Offset Weak Category Growth
  February 25, 2026 · HLN
• Boise Cascade (BCC) Q4 2025: General Line Mix Hits All-Time High, Driving Share Gains Despite 7% Sales Drop
  February 25, 2026 · BCC
• Cardiff Oncology (CRDF) Q4 2025: 72% ORR in RAS-Mutated mCRC Sets Stage for Pivotal Phase 3
  February 25, 2026 · CRDF
• HNI (HNI) Q4 2025: Steelcase Deal Drives 130% Q1 Sales Surge, Margin Expansion in Focus
  February 25, 2026 · HNI
• DIN Q4 2025: Dual Brand Openings to Exceed 50, Driving Unit Growth Inflection
  February 25, 2026 · DIN
• CELA (SILA) Q4 2025: Tenant Credit Quality Rises to 40.6% Investment Grade, Sharpening Portfolio Resilience
  February 25, 2026 · SILA
• Sun Communities (SUI) Q4 2025: Leverage Falls to 3.4x, Unlocking Capital Allocation Flexibility
  February 25, 2026 · SUI
• Volaris (VLRS) Q4 2025: Ancillary Revenue Hits 56% of Total, Signaling Ultra-Low-Cost Model Strength
  February 25, 2026 · VLRS
• MGPI Q4 2025: Premium Plus Sales Up 10% as Portfolio Rationalization Accelerates
  February 25, 2026 · MGPI
• PAR Pacific (PARR) Q4 2025: Liquidity Jumps 49% as Renewables JV and Inventory Monetization Reshape Balance Sheet
  February 25, 2026 · PARR
• Acadia Healthcare (ACHC) Q4 2025: $200M Embedded EBITDA Upside Hinges on Bed Ramp and Operational Reset
  February 25, 2026 · ACHC
• Tempest (TEM) Q4 2025: Data Licensing Jumps 69% as AI-Driven Platform Pulls Ahead
  February 25, 2026 · TEM
• Solid Power (SLDP) Q4 2025: Liquidity Rises $9M as Pilot Line and OEM Partnerships Advance Commercialization Path
  February 25, 2026 · SLDP
• Matson (MATX) Q4 2025: $307M Buyback and Southeast Asia Expansion Drive Yield Focus
  February 25, 2026 · MATX
• Trex (TREX) Q4 2025: Railing Grows Double Digits as Channel Expansion Drives 2026 Share Ambitions
  February 25, 2026 · TREX
• Westlake Chemical Partners (WLKP) Q4 2025: Distribution Coverage Dips to 0.8x on Turnaround, Recovery Expected in 2026
  February 25, 2026 · WLKP
• OMA (OMAB) Q4 2025: Passenger Traffic Up 6% as New Tariffs and CapEx Reshape Airport Economics
  February 25, 2026 · OMAB
• IIPR Q4 2025: $275M New Investments Signal Portfolio Diversification Amid Cannabis Turnaround
  February 25, 2026 · IIPR