Latest Earnings Analysis

• Viper Energy (VNOM) Q4 2025: Permian Acreage Expands 2.5x, Fueling Organic Growth and Capital Returns
  February 25, 2026 · VNOM
• JBT Morrell (JBTM) Q4 2025: $30M Order Synergies Accelerate Integration, Poultry Demand Powers Outlook
  February 25, 2026 · JBTM
• HealthStream (HSTM) Q4 2025: Credential Stream and ShiftWizard Drive 21%+ Growth, Platform Stickiness Deepens
  February 25, 2026 · HSTM
• Sotera Health (SHC) Q4 2025: Sterigenics Jumps 10.6% as Margin Expansion Drives 20th Year of Growth
  February 25, 2026 · SHC
• NRG (NRG) Q4 2025: LS Power Adds 11 Months, Driving 36% Cash Flow Jump in 2026 Outlook
  February 25, 2026 · NRG
• FIS (FIS) Q4 2025: Recurring ACV Sales Jump 20% as Data Moat Drives AI-Led Banking Growth
  February 25, 2026 · FIS
• Xometry (XMTR) Q4 2025: Marketplace Revenue Jumps 33% as Enterprise Penetration Deepens
  February 25, 2026 · XMTR
• FIS (FIS) Q4 2025: Banking Revenue Surges 8.3%, Recurring Sales Drive Margin Expansion
  February 25, 2026 · FIS
• Bowhead Specialty (BOW) Q4 2025: Casualty Drives 28% Segment Growth as Digital Initiatives Accelerate
  February 25, 2026 · BOW
• First Watch (FWRG) Q4 2025: 19% Margin Anchors Record 64 Openings, Digital and Menu Levers Drive 2026 Playbook
  February 25, 2026 · FWRG
• Galapagos (GLPG) Q4 2025: €295M Operating Profit Signals Strategic Reset as Cell Therapy Wind-Down Lowers Cost Base
  February 25, 2026 · GLPG
• BEAM (BEAM) Q4 2025: $500M Financing Extends Runway, Accelerates PKU and Sickle Cell Launch
  February 25, 2026 · BEAM
• Novanta (NOVT) Q4 2025: Bookings Surge 25% as Backlog and New Product Revenue Hit Record Highs
  February 25, 2026 · NOVT
• DigitalOcean (DOCN) Q4 2025: AI Customer ARR Surges 150%, Fueling 2026 Growth Acceleration
  February 25, 2026 · DOCN
• Quaker Houghton (KWR) Q4 2025: Asia-Pacific Sales Jump 15% as Share Gains Offset Sluggish Americas
  February 25, 2026 · KWR
• UFP Technologies (UFPT) Q4 2025: Revenue Climbs 19.5% as Contract Extensions and Facility Expansion Reshape Growth Outlook
  February 25, 2026 · UFPT
• Recursion (RXRX) Q4 2025: 35% OpEx Cut Extends Runway, AI Platform Delivers First Clinical Proof
  February 25, 2026 · RXRX
• SAM Q4 2025: SunCruiser Volume Jumps 300%, Offsetting Twisted Tea Headwinds
  February 25, 2026 · SAM
• Tennant Company (TNC) Q4 2025: ERP Disruption Drives $30M Sales Impact, Robotics Ambition Raised to $250M
  February 25, 2026 · TNC
• Woodside Energy (WDS) Q4 2025: Scarborough 94% Complete, LNG Expansion Drives $1.9B Free Cash Flow
  February 25, 2026 · WDS
• LOW Q4 2025: $8B ADG/FBM Additions Dilute Margin, Signal Strategic Distribution Pivot
  February 25, 2026 · LOW
• Audity (ODD) Q4 2025: Acquisition Costs Spike Over 2X, Forcing 30% Sales Pullback Amid Platform Dislocation
  February 25, 2026 · ODD
• Immunocore (IMCR) Q4 2025: ChemTrack Revenue Jumps 29% as Pipeline Readouts Approach
  February 25, 2026 · IMCR
• IOVA Q4 2025: MTAGV Drives 30% Revenue Growth as Pipeline Expansion Accelerates
  February 25, 2026 · IOVA
• InfuSystem (INFU) Q4 2025: Gross Margin Expands 260bps as Wound Care and PCDs Fuel Mix Shift
  February 25, 2026 · INFU
• KNSA Q4 2025: Arclist Penetration Reaches 18% as Market Expansion Accelerates
  February 25, 2026 · KNSA
• CORT Q4 2025: 37% Tablet Volume Gain Reveals Cushing Franchise Demand Surge
  February 25, 2026 · CORT
• ESEA Q4 2025: Contracted Coverage Locks in 87% of 2026 Voyage Days at $30K+ Rates
  February 25, 2026 · ESEA
• Euro Holdings (EHLD) Q4 2025: Tanker Fleet Expansion Follows $46.5M Charter-Adjusted Vessel Valuation
  February 25, 2026 · EHLD
• CWH Q4 2025: Inventory Turnover Reset Drives $35M EBITDA Headwind, Reshapes 2026 Margin Trajectory
  February 25, 2026 · CWH
• Angel Oak Mortgage REIT (AOMR) Q4 2025: Net Interest Income Climbs 11% as HELOC Securitizations Scale
  February 25, 2026 · AOMR
• CLEAR (YOU) Q4 2025: Bookings Surge 25%, Clear One Record Validates Enterprise Identity Flywheel
  February 25, 2026 · YOU
• Vera Mobility (VRRM) Q4 2025: NYC Contract Drives $998M Backlog, Margin Reset Signals 2027 Upside
  February 25, 2026 · VRRM
• Zeta (ZETA) Q4 2025: Super-Scaled Customers Now 90% of Revenue, Accelerating Platform Flywheel
  February 25, 2026 · ZETA
• BridgeBio (BBIO) Q4 2025: Atruby Prescriber Base Jumps to 1,856, Signaling Deepening Franchise Penetration
  February 25, 2026 · BBIO
• Westlake (WLK) Q4 2025: $600M Cost Actions Anchor 2026 Margin Reset Amid Global Overcapacity
  February 25, 2026 · WLK
• Avanos (AVNS) Q4 2025: $30M Tariff Headwind Drives Supply Chain Pivot, Specialty Nutrition Outpaces Market
  February 25, 2026 · AVNS
• CECO (CECO) Q4 2025: Backlog Surges 47% as Thermon Deal Sets Stage for $1.5B Industrial Platform
  February 25, 2026 · CECO
• MediaAlpha (WTM) Q4 2025: P&C Transaction Value Jumps 38% as Open Marketplace Mix Expands
  February 25, 2026 · WTM
• Universal Insurance (UVE) Q4 2025: Net Loss Ratio Drops 21 Points as Florida Reforms Reshape Risk
  February 25, 2026 · UVE
• United Therapeutics (UTHR) Q4 2025: Tyvaso DPI Grows 24% as Pipeline Launches Set Up $4B Run Rate
  February 25, 2026 · UTHR
• Tygo Energy (TYGO) Q4 2025: Revenue Jumps 92% as MLPE Volumes Outpace Competition
  February 25, 2026 · TYGO
• Steve Madden (SHOO) Q4 2025: Kurt Geiger Lifts Revenue 29% as Private Label Declines Deepen
  February 25, 2026 · SHOO
• HOV Q1 2026: Incentives Climb to 12.6% of Sales Price as Margin Pressure Peaks, Inventory Turns Accelerate
  February 25, 2026 · HOV
• Centuri (CTRI) Q4 2025: Backlog Jumps 59% as Bookings Hit $4.5B, Locking in Multi-Year Growth Visibility
  February 25, 2026 · CTRI
• Axogen (AXGN) Q4 2025: Avance BLA Approval Unlocks 12-Year Exclusivity, Elevates Margin Pathway
  February 25, 2026 · AXGN
• BXC Q4 2025: Multifamily Volumes Jump 19%, Channel Shift Drives Margin Resilience
  February 25, 2026 · BXC
• DMC Global (BOOM) Q4 2025: Net Debt Down 67% Amid Tariff and Margin Headwinds
  February 25, 2026 · BOOM
• American Integrity Insurance (AII) Q4 2025: Combined Ratio Improves 26 Points as Voluntary Growth Surges
  February 25, 2026 · AII
• Ziff Davis (ZD) Q4 2025: Tech & Shopping Revenue Down 18%, Forcing Monetization Shift
  February 25, 2026 · ZD