Latest Earnings Analysis

• ConnectOne Bancorp (CNOB) Q2 2026: Net Interest Margin Expands for Seventh Straight Quarter, Driving Efficiency Gains
  July 24, 2026 · CNOB
• Dover (DOV) Q2 2026: Bookings Up 16% as Secular Growth Markets Drive Multi-Year Visibility
  July 24, 2026 · DOV
• Packaging Corporation of America (PKG) Q2 2026: Corrugated Shipments Jump 24% as Market Tightness Fuels Price Realization
  July 24, 2026 · PKG
• Medpace (MEDP) Q2 2026: Net Bookings Jump 28% as Oncology Mix Reclaims Pipeline
  July 24, 2026 · MEDP
• Union Pacific (UNP) Q2 2026: Domestic Intermodal Revenue Jumps 21% as Network Flexes for Growth
  July 24, 2026 · UNP
• Thermo Fisher Scientific (TMO) Q2 2026: Analytical Instruments Margin Expands 420bps, Innovation-Driven Upside
  July 24, 2026 · TMO
• Lockheed Martin (LMT) Q2 2026: Backlog Surges $64B as Munitions, Radar, and Space Drive 11% Sales Upside
  July 24, 2026 · LMT
• Vita Coco (COCO) Q2 2026: Private Label Soars 83% as Copra Acquisition Expands Super Premium Reach
  July 24, 2026 · COCO
• Getty Realty (GTY) Q2 2026: Annualized Base Rent Climbs 15% as Investment Pipeline Hits $95M
  July 24, 2026 · GTY
• Waste Connections (WCN) Q2 2026: EBITDA Margin Rises to 32.8% as AI and M&A Drive Upside
  July 24, 2026 · WCN
• Albertsons (ACI) Q1 2026: Digital Penetration Reaches 18%, Underpinning Omnichannel Margin Resilience
  July 24, 2026 · ACI
• Altisource (ASPS) Q2 2026: Customer Diversification Rises to 65%, Reshaping Revenue Base
  July 24, 2026 · ASPS
• Nokia (NOK) Q2 2026: AI and Cloud Orders Surge 105%, Exposing Supply Constraints and Optical Upside
  July 24, 2026 · NOK
• Armour Residential REIT (ARR) Q2 2026: $1.3B Portfolio Expansion Highlights Agency MBS Demand Tailwind
  July 24, 2026 · ARR
• Gentherm (THRM) Q2 2026: Automotive Awards Top $1B YTD as Modine Deal Diversifies Revenue Base
  July 24, 2026 · THRM
• West Pharmaceutical (WST) Q2 2026: HVP Components Surge 18%, Driving Guidance Lift and Margin Expansion
  July 24, 2026 · WST
• TotalEnergies (TTE) Q2 2026: Cash Flow Surges 15% as Integrated Model Offsets Middle East Volatility
  July 24, 2026 · TTE
• Edwards Lifesciences (EW) Q2 2026: TMTT Jumps 45% as Multi-Platform Portfolio Drives Durable Growth
  July 24, 2026 · EW
• SL Green (SLG) Q2 2026: FFO Guidance Surges 26% as Economic Occupancy Jumps 300bps
  July 24, 2026 · SLG
• S&T Bancorp (STBA) Q2 2026: C&I Banker Expansion Drives $79M Commercial Loan Surge
  July 24, 2026 · STBA
• Five Star Bancorp (FSBC) Q2 2026: Core Deposits Jump 330M as Relationship Banking Drives 30% Annualized Growth
  July 24, 2026 · FSBC
• Civista Bancshares (CIVB) Q2 2026: Brokered Funding Cut 44% as Core Deposits Anchor Margin Expansion
  July 24, 2026 · CIVB
• Heritage Financial (HFWA) Q2 2026: Commercial Loan Commitments Jump 104%, Margin Expansion Moderates
  July 24, 2026 · HFWA
• First Industrial Realty Trust (FR) Q2 2026: Cash Rental Rate Spreads Climb to 39% as Large-Format Demand Tightens
  July 24, 2026 · FR
• RLI (RLI) Q2 2026: Shareholder Capital Return Tops $200M as Underwriting Discipline Offsets Soft Market
  July 24, 2026 · RLI
• Third Coast Bancshares (TCBX) Q2 2026: Non-Interest Deposit Base Jumps $65M, Margin Expansion Outpaces Cost Growth
  July 24, 2026 · TCBX
• First American Financial (FAF) Q2 2026: Commercial Revenue Soars 34% as Data Center Deals Fuel Record Pipeline
  July 24, 2026 · FAF
• Reliance (RS) Q2 2026: Border Wall Contract Drives 5.1% Volume Surge, Margin Dynamics Shift
  July 24, 2026 · RS
• Oceaneering (OII) Q2 2026: OPG Revenue Jumps 22% as Project Mix Drives Margin Upside
  July 24, 2026 · OII
• Community Health Systems (CYH) Q2 2026: Uninsured Visits Jump 20%, Margin Headwinds Persist as Elective Demand Softens
  July 24, 2026 · CYH
• Enterprise Financial Services (EFSC) Q2 2026: $200M Loan Growth Offsets Credit Drag as Margin Holds at 4.30%
  July 24, 2026 · EFSC
• Bankwell Financial (BWFG) Q2 2026: Core Deposits Surge 19% as Margin Expands 30bps
  July 24, 2026 · BWFG
• Popular (BPOP) Q2 2026: Dividend Jumps 20% as Capital Return and Credit Stability Drive Franchise Strength
  July 24, 2026 · BPOP
• Pool Corp (POOL) Q2 2026: Gross Margin Slips 30bps as Freight Costs Outpace Pricing Power
  July 24, 2026 · POOL
• Banner (BANR) Q2 2026: Loan Originations Surge 45%, Fueling Broad-Based Growth Momentum
  July 24, 2026 · BANR
• Independent Bank (IBCP) Q2 2026: Commercial Loan Growth Accelerates to 16%, Margin Expansion Continues
  July 24, 2026 · IBCP
• Vesta (VTMX) Q2 2026: Leasing Spreads Hit 17% as AI, Data Center Demand Drives Development
  July 24, 2026 · VTMX
• PG&E (PCG) Q2 2026: Data Center Pipeline Surges to 12GW, Driving Rate-Reducing Load Growth
  July 24, 2026 · PCG
• Netstreit (NTST) Q2 2026: Portfolio Grows to $3B as Cap Rate Discipline Unlocks High-Quality Tenant Access
  July 24, 2026 · NTST
• Ardagh Metal Packaging (AMBP) Q2 2026: Metal Segment Lifts 16% as Glass Restructuring Accelerates
  July 24, 2026 · AMBP
• QCR Holdings (QCRH) Q2 2026: $523M LIHTC Offtake Signals Asset-Light Shift and Margin Stability
  July 24, 2026 · QCRH
• KB Financial Group (KB) Q2 2026: Non-Bank Profit Share Rises to 21% as Fee Income Surges
  July 24, 2026 · KB
• Nasdaq (NDAQ) Q2 2026: Index AUM Tops $1 Trillion as Platform Diversification Drives 17% Solutions Growth
  July 24, 2026 · NDAQ
• Robert Half (RHI) Q2 2026: Protiviti Revenue Falls 5% as Regulatory Slowdown Drives Cost Reset
  July 24, 2026 · RHI
• Richardson Electronics (RELL) Q4 2026: PMT Sales Surge 28%, Power Management Pipeline Expands
  July 24, 2026 · RELL
• Stewart (STC) Q2 2026: Agency Revenue Jumps 25% as Talent Investments Accelerate Share Gains
  July 24, 2026 · STC
• MarineMax (HZO) Q3 2026: Gross Margin Expands 530bps as Higher-Margin Businesses Drive Resilience
  July 24, 2026 · HZO
• Ladder Capital (LADR) Q2 2026: Loan Portfolio Jumps 75% as Rotation Drives Higher Earnings Power
  July 24, 2026 · LADR
• Deckers (DECK) Q1 2027: Gross Margin Lifts 60bps as DTC Mix and Product Innovation Drive Outperformance
  July 24, 2026 · DECK
• Equity Lifestyle Properties (ELS) Q2 2026: Core NOI Climbs 6.5% as Occupancy and Membership Dues Drive Guidance Raise
  July 24, 2026 · ELS