Latest Earnings Analysis

• Repligen (RGEN) Q4 2025: Analytics Grows 37%, Multi-Year Upgrade Cycle Accelerates Margin Upside
  February 25, 2026 · RGEN
• Planet Fitness (PLNT) Q4 2025: Black Card Penetration Climbs to 66.5%, Unlocking Rate-Driven Margin Leverage
  February 25, 2026 · PLNT
• Luxfer (LXFR) Q3 2025: Electron Margin Climbs to 19.8% on Defense and Aerospace Mix Shift
  February 25, 2026 · LXFR
• Establishment Labs (ESTA) Q4 2025: Preserve Drives 2x ASP, U.S. Share Hits 20% in Historic Launch Year
  February 25, 2026 · ESTA
• LifeStance Health (LFST) Q4 2025: EBITDA Margin Hits 12.8% as Productivity Initiatives Drive Durable Gains
  February 25, 2026 · LFST
• Geron (GERN) Q4 2025: Rytelo Demand Grows 9% as Second-Line MDS Focus Sharpens
  February 25, 2026 · GERN
• Kratos (KTOS) Q4 2025: Backlog Hits $1.57B as Hypersonics, Space, and Engine Ramp Drive Pipeline
  February 25, 2026 · KTOS
• IEP Q4 2025: NAV Falls $654M as CVI Weakness Offsets 11% Fund Gains
  February 25, 2026 · IEP
• China Yuchai (CYD) 2H 2025: Heavy-Duty Engine Sales Surge 80%, Powering Margin Expansion
  February 25, 2026 · CYD
• Cerebell (CBLL) Q4 2025: TAM Expands 75% as Platform Diversifies Into Delirium and Neonate Markets
  February 25, 2026 · CBLL
• ADUS Q4 2025: Personal Care Drives 25.6% Revenue Lift, Margin Leverage Builds on Acquisitions
  February 25, 2026 · ADUS
• Apellis (APLS) Q4 2025: Empaveli Penetration Tops 5%, Signaling Rare Disease Launch Outperformance
  February 25, 2026 · APLS
• Ultra Clean Holdings (UCTT) Q4 2025: Utilization Holds at 65% as AI-Driven WFE Cycle Signals 20% Upside
  February 25, 2026 · UCTT
• Valens Semiconductor (VLN) Q4 2025: $5M Cost Cuts, Core Market Focus Drives 8% Growth Outlook
  February 25, 2026 · VLN
• Allison Transmission (ALSN) Q4 2025: $120M Synergy Target Sets Integration Pace Amid 7% Legacy Revenue Decline
  February 25, 2026 · ALSN
• OrthoFix (OFIX) Q4 2025: Top 30 Distributors Now Drive 75% of U.S. Sales, Channel Reset Extends Growth Timeline
  February 25, 2026 · OFIX
• Owens Corning (OC) Q4 2025: Roofing Volumes Down 27% as Storm Lull and Destocking Hit Demand
  February 25, 2026 · OC
• V2X (VVX) Q4 2025: Bid Velocity Up 50%, Backlog Swells as Tech Partnerships Fuel Growth
  February 25, 2026 · VVX
• Unisys (UIS) Q4 2025: $1.7B Renewals Lock in Recurring Base, AI-Driven Expansion Signals Margin Leverage
  February 25, 2026 · UIS
• Hayward (HAYW) Q4 2025: Gross Margin Hits 48.5% as Aftermarket Drives Resilience
  February 25, 2026 · HAYW
• GoDaddy (GDDY) Q4 2025: Arrow Cohorts Lift Attach Rates 30%, AI Platform Drives Margin Expansion
  February 25, 2026 · GDDY
• EverQuote (EVER) Q4 2025: Operating Expenses Flat as Revenue Doubles, AI Leverage Drives Margin Expansion
  February 25, 2026 · EVER
• Keysight (KEYS) Q1 2026: Orders Surge 30% as AI and Defense Tailwinds Broaden Demand
  February 25, 2026 · KEYS
• HIMS Q4 2025: International Revenue Jumps 400% as Platform Diversifies Beyond GLP-1s
  February 25, 2026 · HIMS
• InnoVEX (INVX) Q4 2025: Free Cash Flow Conversion Hits 83% as Margin Expansion Plan Advances
  February 25, 2026 · INVX
• Brightstar (BRSL) Q4 2025: Share Count Cut 9% as Digital and Global Expansion Drive 5% Organic Growth Outlook
  February 25, 2026 · BRSL
• CAVA (CAVA) Q4 2025: New Restaurant Openings Drive 21% Revenue Growth, Margin Investment Signals Long-Term Play
  February 25, 2026 · CAVA
• Black Stone Minerals (BSM) Q4 2025: 500,000 Acres Under New Development, Positioning for Multi-Year Growth
  February 25, 2026 · BSM
• Astec Industries (ASTE) Q4 2025: Backlog Jumps 22% as Data Center and Parts Demand Accelerate
  February 25, 2026 · ASTE
• ArchRock (AROC) Q4 2025: 70%+ Contract Ops Margins Drive $212M Capital Return Surge
  February 25, 2026 · AROC
• APG (APG) Q4 2025: Data Center Revenue Climbs to 10% Share, Margin Expansion Accelerates
  February 25, 2026 · APG
• AdaptHealth (AHCO) Q4 2025: Capitated Contract Adds 5%–6% Revenue Growth, Reshaping Home Medical Model
  February 25, 2026 · AHCO
• Taboola (TBLA) Q4 2025: Share Count Down 18% as Realize Drives 7% Profit Growth
  February 25, 2026 · TBLA
• Skyward Group (SKWD) Q4 2025: Apollo Deal Lifts Book Value 9%, Diversifies Risk Profile
  February 25, 2026 · SKWD
• Solaris (SEI) Q4 2025: Power Solutions Reach 70% of Earnings, Backed by 500MW Hyperscaler Win
  February 25, 2026 · SEI
• Revolve Group (RVLV) Q4 2025: Owned Brands Rise to 20%, Driving Margin Expansion and Multi-Segment Growth
  February 25, 2026 · RVLV
• Range Resources (RRC) Q4 2025: Cash Margins Expand 20% as Export Volumes and Inventory Flexibility Drive Option Value
  February 25, 2026 · RRC
• Portillo’s (PTLO) Q4 2025: Texas Margin Drag Deepens, 180bps Hit as Expansion Strategy Resets
  February 25, 2026 · PTLO
• NextPoint Residential Trust (NXRT) Q4 2025: Sunbelt Occupancy Dips 195bps as Supply Peaks, Inflection Eyed for H2
  February 25, 2026 · NXRT
• Offerpad (OPAD) Q4 2025: Transaction Pipeline Doubles, Platform Model Targets 1,000 Quarterly Closings
  February 25, 2026 · OPAD
• Pinnacle West (PNW) Q4 2025: Weather-Normalized Sales Up 5% as Grid Expansion Accelerates
  February 25, 2026 · PNW
• Hut 8 (HUT) Q4 2025: Compute Revenue Doubles, Margin Expands to 61% as AI Pipeline Scales
  February 25, 2026 · HUT
• Frontview REIT (FVR) Q4 2025: Dispositions Trim 11% of Portfolio, Sharpening Real Estate Quality Gap
  February 25, 2026 · FVR
• Federal Signal (FSS) Q4 2025: Orders Surge 45% as Acquisitions Reshape Specialty Vehicle Platform
  February 25, 2026 · FSS
• EXLS Q4 2025: Data and AI-Led Revenue Climbs 21% as Segment Surpasses 57% of Mix
  February 25, 2026 · EXLS
• Everest Construction Group (ECG) Q4 2025: Backlog Climbs 16% as Data Center and Transmission Demand Drive Visibility
  February 25, 2026 · ECG
• First Solar (FSLR) Q4 2025: Gross Margin Climbs to 50% as Section 45X Credits Reshape Profitability
  February 25, 2026 · FSLR
• Clarity (CTEV) Q4 2025: Bookings Jump 30% as Vertical Strategy Drives Durable Growth
  February 25, 2026 · CTEV
• Atlas Energy Solutions (AESI) Q4 2025: Power Pipeline Targets 500MW by 2027 Amid Sand Margin Compression
  February 25, 2026 · AESI
• Armstrong World Industries (AWI) Q4 2025: Mineral Fiber Margins Surge 460bps on Pricing and Mix Discipline
  February 25, 2026 · AWI