Latest Earnings Analysis

• AMN Healthcare (AMN) Q4 2025: $600M Labor Disruption Windfall Reshapes Near-Term Mix
  February 24, 2026 · AMN
• Amplitude (AMPL) Q4 2025: AI Agent Queries Jump to 25%, Catalyzing Enterprise Expansion
  February 24, 2026 · AMPL
• AdvanSix (ASIX) Q4 2025: $30M Cost Savings Target Reshapes Margin Playbook Amid Sulfur Spike
  February 24, 2026 · ASIX
• AMH (AMH) Q4 2025: Development Deliveries Drop to 1,900 as Supply Pressures Shape 2026 Strategy
  February 24, 2026 · AMH
• Analog Devices (ADI) Q1 2026: Data Center and ATE Surge Powers 30% Revenue Growth, Industrial Up 20%+ Sequentially
  February 24, 2026 · ADI
• XPRO Q4 2025: Backlog Climbs $196M as Margin Expansion Outpaces Flat Revenue
  February 24, 2026 · XPRO
• Quanta Services (PWR) Q4 2025: $44B Backlog Signals Multi-Year Infrastructure Upside
  February 24, 2026 · PWR
• ProPetro (PUMP) Q4 2025: ProPower Orders Climb to 550MW, Accelerating Energy Transition Strategy
  February 24, 2026 · PUMP
• Newmont (NEM) Q4 2025: $3.4B Capital Return Signals Shareholder-Centric Shift Amid Production Trough
  February 24, 2026 · NEM
• TK Tankers (TNK) Q4 2025: Cash Position Climbs to $853M as Spot Rates Hit Multi-Year Highs
  February 24, 2026 · TNK
• GeneDx (WGS) Q4 2025: Exome and Genome Revenue Jumps 54% as Sales Force Expansion Targets Untapped Markets
  February 24, 2026 · WGS
• Sunoco (SUN) Q4 2025: Parkland Deal Drives 54% Fuel Volume Surge, Sets Stage for Multi-Year Growth
  February 24, 2026 · SUN
• Transocean (RIG) Q4 2025: $200M Synergy Target Reshapes Offshore Rig Competitive Landscape
  February 24, 2026 · RIG
• Wingstop (WING) Q4 2025: 493 New Units Fuel 15% EBITDA Growth as Smart Kitchen Rollout Reshapes Operations
  February 24, 2026 · WING
• Vulcan Materials (VMC) Q4 2025: Data Center Surge Drives 45% Large Project Backlog
  February 24, 2026 · VMC
• TechPrecision (TPCS) Q3 2026: $46M Backlog Anchors Defense Growth Amid STADCO Losses
  February 24, 2026 · TPCS
• Southern Company (SO) Q4 2025: $18B CapEx Surge Anchors 9% Rate Base Growth Outlook
  February 24, 2026 · SO
• Somni Group (SGI) Q4 2025: Cost Synergy Target Raised 25% as Integration Drives Margin Expansion
  February 24, 2026 · SGI
• Leidos (LDOS) Q4 2025: Book-to-Bill Holds at 1.3x, $20B Pending Awards Signal Growth Acceleration
  February 24, 2026 · LDOS
• JLL (JLL) Q4 2025: Office Leasing Jumps 17% as Data-Led Platform Drives Margin Expansion
  February 24, 2026 · JLL
• Grand Canyon Education (LOPE) Q4 2025: Hybrid Enrollment Jumps 18.7% as Program Expansion Drives Scale
  February 24, 2026 · LOPE
• Liberty Global (LBTYA) Q4 2025: $2B UK Fiber Deal and $1B Ziggo Stake Signal Strategic Reset
  February 24, 2026 · LBTYA
• Innospec (IOSP) Q4 2025: Fuel Specialties Operating Income Rises 7% as Margin Focus Offsets Mixed Segment Trends
  February 24, 2026 · IOSP
• Inseego (INSG) Q4 2025: Three-Tier Carrier Wins Set Stage for $190M Revenue Ramp
  February 24, 2026 · INSG
• Hillman Solutions (HLMN) Q4 2025: EBITDA Margin Rises to 17.7%, But 2026 Guide Signals Normalization
  February 24, 2026 · HLMN
• Gladstone Commercial (GOOD) Q4 2025: Industrial Rent Share Climbs to 69% as Portfolio Transformation Accelerates
  February 24, 2026 · GOOD
• CEVA (CEVA) Q4 2025: AI Processor Licensing Surges to 20% of Mix, Securing $125M Royalty Potential
  February 24, 2026 · CEVA
• Garmin (GRMN) Q4 2025: Fitness Revenue Surges 33%, Positioning Segment as 2026 Growth Engine
  February 24, 2026 · GRMN
• Avis Budget Group (CAR) Q4 2025: $500M EV Write-Down Triggers Fleet and Cost Reset
  February 24, 2026 · CAR
• CDE Q4 2025: Free Cash Flow Surges to $313M as Silver Drives 42% of 2026 Outlook
  February 24, 2026 · CDE
• Glaukos (GKOS) Q4 2025: iDose-TR Drives 53% U.S. Glaucoma Growth, Epioxa Launch Sets Up 2H Surge
  February 24, 2026 · GKOS
• Devon Energy (DVN) Q4 2025: $1B Synergy Target and 85% Optimization Progress Signal Post-Merger Upside
  February 24, 2026 · DVN
• Alamos Gold (AGI) Q4 2025: Island Gold Reserves Double, Paving Way for 46% Output Surge by 2028
  February 24, 2026 · AGI
• Broadstone Net Lease (BNL) Q4 2025: Build-to-Suit Pipeline Hits $350M, Locking in Multi-Year Growth Visibility
  February 24, 2026 · BNL
• Armada Hoffler (AHH) Q4 2025: $670M Debt Paydown Reshapes REIT for Durable Cash Flow
  February 24, 2026 · AHH
• Garrett Motion (GTX) Q4 2025: Cooling Tech Set to Exceed 5% of Revenue by Decade-End
  February 24, 2026 · GTX
• PPL (PPL) Q4 2025: $23B CapEx Plan Fuels 10% Rate Base Growth as Data Center Demand Surges
  February 24, 2026 · PPL
• PODD Q4 2025: Omnipod Drives 29% Revenue Growth as Type 2 Penetration Accelerates
  February 24, 2026 · PODD
• Park Hotels & Resorts (PK) Q4 2025: Core Portfolio Delivers 275bps Margin Expansion as Non-Core Exit Accelerates
  February 24, 2026 · PK
• Blue Owl Capital Corp (OBDC) Q4 2025: $1.4B Asset Sale at Book Validates Marks, Unlocks Capital Flexibility
  February 24, 2026 · OBDC
• Nutrien (NTR) Q4 2025: $900M Divestitures Accelerate Portfolio Simplification and Capital Returns
  February 24, 2026 · NTR
• Blue Owl Technology Finance (OTF) Q4 2025: $2.3B Deployed Drives Leverage Expansion and Software Conviction
  February 24, 2026 · OTF
• Occidental (OXY) Q4 2025: $500M Cost Cuts Set New Baseline for Capital Efficiency
  February 24, 2026 · OXY
• LGI Homes (LGIH) Q4 2025: Backlog Soars 133% as Incentive Spending Pressures Margins
  February 24, 2026 · LGIH
• Howard Hughes (HHH) Q4 2025: $5B Condo Backlog Anchors Diversified Holding Pivot
  February 24, 2026 · HHH
• Kite Realty Group (KRG) Q4 2025: $622M Asset Sales Shrink Power Center Exposure, Accelerate Rent Growth
  February 24, 2026 · KRG
• ITRON (ITRI) Q4 2025: ARR Jumps 20% as Grid Edge Backlog Tops $1B, Resiliency Segment Debuts
  February 24, 2026 · ITRI
• Huntsman (HUN) Q4 2025: $100M Cost Savings Reshape Margin Playbook Amid Volatile Demand
  February 24, 2026 · HUN
• OneSpaWorld (OSW) Q4 2025: AI-Driven Initiatives Target 94% of Fleet, Setting Up High-Single-Digit Growth
  February 24, 2026 · OSW
• LPX Q4 2025: Siding Margins Rise 5pts as Expert Finish Volumes Jump 35%
  February 24, 2026 · LPX