Latest Earnings Analysis

• SI-Bone (SIBN) Q4 2025: Physician Base Jumps 18% as ASC Penetration and Trauma Partnerships Expand
  February 25, 2026 · SIBN
• Veris Residential (VRE) Q4 2025: Asset Sales Top $542M, Deleveraging Drives 12% Core FFO Growth
  February 25, 2026 · VRE
• Paymentus (PAY) Q4 2025: Enterprise Billers Lift Revenue Per Transaction 11%, Expanding Margin Leverage
  February 25, 2026 · PAY
• Alkermes (ALKS) Q4 2025: Avidel Acquisition Adds $315M Lumerize Upside, Shifts Growth Trajectory
  February 25, 2026 · ALKS
• MediaAlpha (MAX) Q4 2025: P&C Transaction Value Surges 38% as AI and Carrier Mix Shift Drive Platform Leverage
  February 25, 2026 · MAX
• CS Disco (LAW) Q4 2025: Generative AI Revenue Jumps 600% as Platform Unifies Under New Pricing Model
  February 25, 2026 · LAW
• Dole (DOLE) Q4 2025: $140M Asset Sale and $100M Buyback Signal Strategic Refocus
  February 25, 2026 · DOLE
• Hippo (HIPO) Q4 2025: Commercial Lines Jump 75%, Diversification Drives Margin Recovery
  February 25, 2026 · HIPO
• HP (HPQ) Q1 2026: Memory Costs Double to 35% of PC BOM, Forcing Margin Reset
  February 25, 2026 · HPQ
• EVH Q4 2025: Oncology Share Jumps to 65% as Enhanced Contracts Reshape Margin Path
  February 25, 2026 · EVH
• CoStar Group (CSGP) Q4 2025: Homes AI Drives 134% Traffic Surge as Residential Margins Set to Expand
  February 25, 2026 · CSGP
• Helix Energy Solutions (HLX) Q4 2025: $40M EBITDA Headwind Sets Up 2027 Recovery Pivot
  February 25, 2026 · HLX
• UFPI (UFPI) Q4 2025: Decking Sales Jump $100M as Capacity Expansion Unlocks Market Share Gains
  February 25, 2026 · UFPI
• Slide Insurance (SLDE) Q4 2025: Gross Premiums Written Surge 57% as Geographic Expansion Accelerates
  February 25, 2026 · SLDE
• Circle (CRCL) Q4 2025: USDC On-Chain Volume Soars 247% as AI and Interoperability Drive Platform Expansion
  February 25, 2026 · CRCL
• Kenai Holdings (CNNE) Q4 2025: $323M Buyback Shrinks Float 28% as Portfolio Refocuses on Sports
  February 25, 2026 · CNNE
• Apple Hospitality REIT (APLE) Q4 2025: 6.5x Disposition Spread Drives Capital Flexibility Amid Occupancy Drag
  February 25, 2026 · APLE
• Telefonica (VIV) Q4 2025: Free Cash Flow Upgraded to €3B as Portfolio Simplifies
  February 25, 2026 · VIV
• Gerdau (GGB) Q4 2025: North America Shipments Hit Record as Brazil Faces Margin Strain
  February 25, 2026 · GGB
• Fresenius Medical Care (FMS) Q4 2025: Margin Surges 430bps as FME25+ Savings and Regulatory Tailwinds Peak
  February 25, 2026 · FMS
• Albany International (AIN) Q4 2025: Engineered Composites Surge 46%, Offsetting China Drag and Reshaping Margin Profile
  February 25, 2026 · AIN
• Cipher Digital (CIFR) Q4 2025: $2B Bond Secures Hyperscale Pivot and $9.3B Lease Backlog
  February 25, 2026 · CIFR
• Amer Sports (AS) Q4 2025: Salomon Footwear Soars 35%, Fueling Global Expansion Play
  February 25, 2026 · AS
• Harmony Biosciences (HRMY) Q4 2025: WAKIX Revenue Jumps 21% as Franchise Expands Toward Blockbuster Milestone
  February 25, 2026 · HRMY
• GIC Q4 2025: Strategic Accounts Drive 14% Revenue Growth, Margin Control Holds Amid Tariff Shifts
  February 25, 2026 · GIC
• PAC Q4 2025: CVX Integration Lifts Pro Forma EBITDA by 14%, Reshaping U.S.-Mexico Airport Platform
  February 25, 2026 · PAC
• Aspen Aerogels (ASPN) Q4 2025: Energy Industrial Set for 20% Growth as EV Reset Spurs Strategic Review
  February 25, 2026 · ASPN
• Gladstone Land (LAND) Q4 2025: $95M Farm Sales Drive Portfolio Realignment Amid Lease Restructuring
  February 25, 2026 · LAND
• LIVN Q4 2025: Cardiopulmonary Upgrades Drive 13% Segment Growth as Epilepsy Access Expands
  February 25, 2026 · LIVN
• Flywire (FLYW) Q4 2025: EBITDA Margin Expands 190bps as Enterprise Penetration Deepens
  February 25, 2026 · FLYW
• Light & Wonder (LNW) Q4 2025: EBITDA Margin Jumps 500bps as Recurring Revenue Engine Accelerates
  February 25, 2026 · LNW
• CCC Intelligence Solutions (CCCS) Q4 2025: AI Revenue Reaches $100M as Emerging Solutions Scale 70%+
  February 25, 2026 · CCCS
• Resideo (REZI) Q4 2025: ADI Gross Margin Expands 110bps as Separation Nears
  February 25, 2026 · REZI
• Huron (HURN) Q4 2025: Commercial Segment Jumps 37%, AI Integration Accelerates Margin Expansion
  February 25, 2026 · HURN
• Navitas (NVTS) Q4 2025: High-Power Markets Surpass 50% of Revenue as Mobile Share Falls Below 25%
  February 25, 2026 · NVTS
• TransMedics (TMDX) Q4 2025: OCS Liver Share Jumps to 36%, Expanding U.S. Transplant Market
  February 25, 2026 · TMDX
• Cytokinetics (CYTK) Q4 2025: MyCORSO Launch Engages 700+ HCPs, Setting Stage for Global Uptake
  February 25, 2026 · CYTK
• Workday (WDAY) Q4 2026: AI-Driven ARR Tops $400M, FlexCredits Model Signals Consumption Shift
  February 25, 2026 · WDAY
• Jazz Pharmaceuticals (JAZZ) Q4 2025: Rare Oncology and Epilepsy Revenues Surge to $2.2B, Offsetting Sleep Franchise Headwinds
  February 25, 2026 · JAZZ
• TARS Q4 2025: Xtemvi Drives 50% Sales Growth, $2B+ U.S. Peak Target Unveiled
  February 25, 2026 · TARS
• Summit Therapeutics (SMMT) Q4 2025: Harmony 3 Interim PFS Analysis Accelerates Regulatory Path
  February 25, 2026 · SMMT
• Arvinas (ARVN) Q4 2025: R&D Spend Down 18%, Pivots to Four-Program Clinical Focus with Data Milestones Ahead
  February 25, 2026 · ARVN
• BioMarin (BMRN) Q4 2025: Voxogo Surges 26% as Pipeline and Amicus Integration Set Up 2026 Inflection
  February 25, 2026 · BMRN
• XPEL (XPEL) Q4 2025: China Revenue Hits $14M, Accelerating Direct Market Strategy
  February 25, 2026 · XPEL
• SGHC (SGHC) Q4 2025: 57% EBITDA Growth Highlights Africa and Tech Leverage
  February 25, 2026 · SGHC
• PCVX Q4 2025: $600M Equity Raise Extends Runway, Pivots to Late-Stage Vaccine Execution
  February 25, 2026 · PCVX
• Douglas Dynamics (PLOW) Q4 2025: Free Cash Flow Jumps 91% on Parts Demand and Solutions Backlog
  February 25, 2026 · PLOW
• MGPI Q4 2025: Premium Plus Brands Surge 10% as Inventory Rationalization Targets 20% Tail Reduction
  February 25, 2026 · MGPI
• Postal Realty Trust (PSTL) Q4 2025: Acquisitions Hit $123M, Marking 20% Asset Base Expansion
  February 25, 2026 · PSTL
• Primoris (PRIM) Q4 2025: Backlog Surges 20% as Utility and Energy Bookings Accelerate
  February 25, 2026 · PRIM