Latest Earnings Analysis

• Tenaris (TS) Q4 2025: Offshore Backlog Drives $2B Free Cash Flow Amid Margin Pressures
  February 23, 2026 · TS
• LKQ (LKQ) Q4 2025: Specialty Surges 7.8% as Portfolio Simplification and Cost Actions Reshape Core
  February 23, 2026 · LKQ
• Medallion Financial (MFIN) Q4 2025: Strategic Partnership Origination Doubles, Diversifying Fee Streams
  February 23, 2026 · MFIN
• Royal Gold (RGLD) Q4 2025: Acquisitions Drive 85% Revenue Surge, Portfolio Diversification Accelerates
  February 23, 2026 · RGLD
• Sprouts Farmers Market (SFM) Q4 2025: Loyalty Adoption Drives 16% EPS Growth, but Traffic and Affordability Weigh on 2026 Outlook
  February 23, 2026 · SFM
• GLPI (GLPI) Q4 2025: $2.6B Pipeline Anchors Multi-Year AFFO Growth Visibility
  February 23, 2026 · GLPI
• Vicor (VICR) Q4 2025: Backlog Jumps 16% as Capacity Nears $1B Run Rate
  February 23, 2026 · VICR
• USA Compression (USAC) Q4 2025: JW Acquisition Drives $156M EBITDA Step-Up, Expands Permian Reach
  February 23, 2026 · USAC
• YETI (YETI) Q4 2025: $100M Share Buyback Boost Signals Confidence Amid Supply Chain Reset
  February 23, 2026 · YETI
• Seven Hills Realty Trust (SEVN) Q4 2025: Rights Offering Expands Investment Capacity by $200M, Setting Up Portfolio Growth
  February 23, 2026 · SEVN
• Sonic Automotive (SAH) Q4 2025: EchoPark EBITDA Jumps 110% as Used Car Platform Reignites Expansion
  February 23, 2026 · SAH
• SABR Q4 2025: Net Leverage Cut 25% as Agentic AI Partnerships Signal Channel Expansion
  February 23, 2026 · SABR
• USANA (USNA) Q4 2025: Inventory Up 48% as RISE Wellness and Haya Channel Push Accelerates
  February 23, 2026 · USNA
• Texas Roadhouse (TXRH) Q4 2025: 8.2% Early Q1 Comp Surge Signals Durable Traffic Outperformance
  February 23, 2026 · TXRH
• Teck Resources (TECK) Q4 2025: Copper EBITDA Margin Hits 50% as Anglo Merger Drives Scale
  February 23, 2026 · TECK
• Sonoco (SON) Q4 2025: Net Debt Down 40% as Portfolio Simplification Unlocks Margin Expansion
  February 23, 2026 · SON
• PTC Therapeutics (PTCT) Q4 2025: Suffiance Launch Drives 36% Product Revenue Growth Target
  February 23, 2026 · PTCT
• Prothena (PRTA) Q4 2025: $105M Milestone Trigger Looms as Partnered Phase III Trials Scale Up
  February 23, 2026 · PRTA
• Pan American Silver (PAAS) Q4 2025: Free Cash Flow Surges to $1.2B on 14% Silver Output Jump
  February 23, 2026 · PAAS
• Orion (OEC) Q4 2025: CapEx Slashed $70M as Free Cash Flow Defense Takes Priority
  February 23, 2026 · OEC
• Pitney Bowes (PBI) Q4 2025: Pre-Sort Win Rate Doubles, Pricing Aggression Signals Competitive Reset
  February 23, 2026 · PBI
• LCII Q4 2025: OEM Content Per Unit Jumps 11% as Margin Expansion Accelerates
  February 23, 2026 · LCII
• ILPT Q4 2025: Leasing Roll-Ups Hit 25.7% as Rent Growth Drives Cash Flow Visibility
  February 23, 2026 · ILPT
• Occidental Petroleum (OXY) Q4 2025: $500M Cost Savings Set 2026 Cash Flow Floor
  February 23, 2026 · OXY
• Enpro (NPO) Q4 2025: AST Orders Signal 2H Margin Upswing as $280M M&A Accelerates Portfolio Shift
  February 23, 2026 · NPO
• Enable (NABL) Q4 2025: Adlumen Cross-Sell Lifts Upmarket ARR to 61% of Total
  February 23, 2026 · NABL
• Materialise (MTLS) Q4 2025: Medical Segment Hits 53% of Revenue as Manufacturing Headwinds Persist
  February 23, 2026 · MTLS
• Altria (MO) Q4 2026: ON+ Volumes Up 58% CAGR as Smoke-Free Portfolio Expands
  February 23, 2026 · MO
• ICUI Q4 2025: $25M EBITDA Drag from JV and Tariffs Delays Margin Target, but Core Growth Holds
  February 23, 2026 · ICUI
• Hamilton Insurance Group (HG) Q4 2025: Special $2 Dividend Highlights Capital Strength After 21% Premium Growth
  February 23, 2026 · HG
• MCN Q4 2025: 87% Option Coverage Anchors Defensive Outperformance as Sector Rotation Accelerates
  February 23, 2026 · MCN
• Hudbay Minerals (HBM) Q4 2025: Net Debt Falls to Zero as Copper World JV Unlocks $420M in Growth Capital
  February 23, 2026 · HBM
• Grail (GRAL) Q4 2025: Gallery Test Volume Up 36% as Stage 4 Cancer Detection Drops Over 20%
  February 23, 2026 · GRAL
• Lincoln Educational Services (LINC) Q4 2025: 21% Revenue Surge Anchored by Skilled Trades Expansion
  February 23, 2026 · LINC
• Evergy (EVRG) Q4 2025: $21.6B Capex Plan Anchors 6% Load CAGR, Data Center Surge Drives 8%+ EPS Growth Path
  February 23, 2026 · EVRG
• ECC Q4 2025: Non-CLO Credit Allocation Climbs to 26% as CLO Equity Returns Lag
  February 23, 2026 · ECC
• DNOW (DNOW) Q4 2025: $70M Synergy Target Accelerates Amid ERP Headwinds
  February 23, 2026 · DNOW
• Carvana (CVNA) Q4 2025: Retail Units Soar 43% as Operational Scale Drives Margin Leverage
  February 23, 2026 · CVNA
• CMRE Q4 2025: $940M in New Charters Locks In 96% Fleet Employment for 2026
  February 23, 2026 · CMRE
• Genco Shipping (GNK) Q4 2025: TCE Surges 50% YoY, Unlocking Spot Market Upside
  February 23, 2026 · GNK
• Gold Fields (GFI) Q4 2025: Free Cash Flow Surges 391% as Solaris Norte, Gruyere Drive Portfolio Reset
  February 23, 2026 · GFI
• EuroDry (EDRY) Q4 2025: Adjusted EBITDA Jumps 300% as Charter Rates Rebound, Fleet Renewal Advances
  February 23, 2026 · EDRY
• Synovus Energy (CVE) Q4 2025: MEG Integration Delivers $3B Net Debt Uptick, Unlocks Oil Sands Scale
  February 23, 2026 · CVE
• CRH (CRH) Q4 2025: $4.1B Acquisition Spend Accelerates Margin Expansion and Infrastructure Scale
  February 23, 2026 · CRH
• Celanese (CE) Q4 2025: $500M Divestiture Progress Anchors Deleveraging Amid Acetyl Margin Pressure
  February 23, 2026 · CE
• Cogent Communications (CCOI) Q4 2025: On-Net Revenue Mix Soars to 61%, Accelerating Margin Expansion
  February 23, 2026 · CCOI
• Armour Residential REIT (ARR) Q4 2025: Book Value Jumps 6.5% as MBS Spreads Tighten
  February 23, 2026 · ARR
• BTG Q4 2025: $286M Cash Flow Fuels Buybacks as Production Mix Shifts
  February 23, 2026 · BTG
• Ategrity (ASIC) Q4 2025: Expense Ratio Falls 6.1 Points as AI Drives Underwriting Leverage
  February 23, 2026 · ASIC
• Akamai (AKAM) Q4 2025: CIS Accelerates 45% as Inference Cloud Drives $200M AI Commitment
  February 23, 2026 · AKAM