Latest Earnings Analysis

• 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
• AHH Q4 2025: $670M Debt Reduction Reshapes Portfolio for Durable Growth
  February 23, 2026 · AHH
• Valmont Industries (VMI) Q4 2025: Utility Backlog Surges 22% as Capacity Investments Drive Multi-Year Growth Visibility
  February 23, 2026 · VMI
• Travelzoo (TZOO) Q4 2025: Club Memberships Surge 180%, Fueling Recurring Revenue Shift
  February 23, 2026 · TZOO
• Travere Therapeutics (TVTX) Q4 2025: Filspari Sales Surge 144% as IGAN Adoption Broadens, FSGS Approval Path Remains in Focus
  February 23, 2026 · TVTX
• Synergy Maritime (SHIP) Q4 2025: Newbuild CapEx Hits $226M as Fleet Renewal Accelerates
  February 23, 2026 · SHIP
• Safe Bulkers (SB) Q4 2025: $130M Cape-Size Backlog Anchors Fleet Renewal Amid Tight Market
  February 23, 2026 · SB
• Reliance (RS) Q4 2025: Market Share Jumps 200bps as Carbon Outperformance Drives Record Shipments
  February 23, 2026 · RS
• TDS (TDS) Q4 2025: Fiber Address Target Rises to 2.1 Million as Spectrum Monetization Unlocks Capital
  February 23, 2026 · TDS
• Serious Point (SPNT) Q4 2025: Insurance and Services Premiums Surge 26%, Reinforcing Low-Volatility Pivot
  February 23, 2026 · SPNT
• Prenetics (PRE) Q4 2025: IM8 Revenue Run Rate Hits $120M, Driving 480% Growth and Strategic Reset
  February 23, 2026 · PRE
• Praxis (PRAX) Q4 2025: $1.5B Cash Fuels Dual NDA Launches and $20B CNS Ambition
  February 23, 2026 · PRAX
• PDCC Q4 2025: CLO Spread Compression Drives $12.4M Net Loss, But Cash Flows Outpace Distributions
  February 23, 2026 · PDCC
• NeoVolta (NEOV) Q2 2026: Revenue Surges 334% as Georgia JV Targets 2 GWh Ramp
  February 23, 2026 · NEOV
• MITT Q4 2025: Dividend Up 21% as Capital Rotation Drives 6.5% ROE
  February 23, 2026 · MITT
• Precision Optics (POCI) Q2 2026: Production Revenue Jumps 92% as Margin Recovery Lags
  February 23, 2026 · POCI
• Oil States International (OIS) Q4 2025: Offshore Backlog Hits $435M, Margin Mix Drives Cash Inflection
  February 23, 2026 · OIS
• Mastech Digital (MHH) Q4 2025: Bill Rates Surge 18% as AI-First Pivot Drives Revenue Quality Over Volume
  February 23, 2026 · MHH
• Medtronic (MDT) Q3 2026: Cardiovascular Jumps 11%, Pipeline Broadens Margin Pathways
  February 23, 2026 · MDT
• Pediatrics Medical Group (MD) Q4 2025: Physician Stock Program Engages 500+, Margin Leverage in Focus
  February 23, 2026 · MD
• KAI Q4 2025: Aftermarket Parts Hit 71% of Revenue, Powering Cash Flow Upside
  February 23, 2026 · KAI
• Herc Holdings (HRI) Q4 2025: Specialty Branches Expand 25% as Integration Drives $190M Synergy Target
  February 23, 2026 · HRI
• Fortuna Mining (FSM) Q4 2025: Resource Upswing Drives 73% Indicated Growth, Securing Path to 500K Ounce Ambition
  February 23, 2026 · FSM
• Farmland Partners (FPI) Q4 2025: Dividend Jumps 50% as Asset Sales and Cost Cuts Reshape Portfolio
  February 23, 2026 · FPI
• 5E Advanced Materials (FEAM) Q2 2026: Federal Financing Pathways Advance as Boron Demand Tightens
  February 23, 2026 · FEAM
• Cineverse (CNVS) Q3 2026: MatchPoint Drives 470% Workflow Surge as Giant, IndieQ Acquisitions Reshape Model
  February 23, 2026 · CNVS
• Liberty Latin America (LILA) Q4 2025: Adjusted EBITDA Less Capex Surges 27% Amid Resilient Recovery and Margin Expansion
  February 23, 2026 · LILA
• Crystal Biotech (KRYS) Q4 2025: Ex-US Launches Drive 18% Revenue Growth as Global Expansion Accelerates
  February 23, 2026 · KRYS
• Cadence (KAI) Q4 2025: Aftermarket Parts Hit 71% of Revenue, Setting New Margin Foundation
  February 23, 2026 · KAI
• Goosehead Insurance (GSHD) Q4 2025: Franchise Gross Payments Climb 29% as Consolidation Drives Producer Scale
  February 23, 2026 · GSHD
• Comfort Systems USA (FIX) Q4 2025: Backlog Doubles to $12B as Data Center Demand Drives Multi-Year Visibility
  February 23, 2026 · FIX
• Brady (BRC) Q2 2026: R&D Investment Hits 6% of Sales as Engineered Product Mix Lifts Margins
  February 23, 2026 · BRC
• American States Water (AWR) Q4 2025: Rate Base Rises 11.3% CAGR as Regulatory Wins Drive Expansion
  February 23, 2026 · AWR
• American Coastal (ACIC) Q4 2025: Combined Ratio Falls to 58.6% as Reinsurance Costs Drop
  February 23, 2026 · ACIC
• WTTR Q4 2025: Water Infrastructure Revenue Surges 800% Over Five Years, Anchoring Margin Expansion
  February 23, 2026 · WTTR
• Waystar (WAY) Q4 2025: AI-Driven Bookings Double, Securing Platform Leadership in Healthcare RCM
  February 23, 2026 · WAY
• Vicor (VICR) Q4 2025: Backlog Jumps 16%, Capacity Nears Full Utilization as Licensing Accelerates
  February 23, 2026 · VICR
• Upbound Group (UPBD) Q4 2025: Bridget Revenue Surges 41% as Digital Platform Expansion Accelerates
  February 23, 2026 · UPBD
• CVR Partners (UAN) Q4 2025: Ammonia Prices Jump 32% as Supply Tightness Drives Spring Demand Tailwind
  February 23, 2026 · UAN
• Repositrak (TRAK) Q2 2026: SaaS Revenue Hits 98% as Traceability Patents Expand Moat
  February 23, 2026 · TRAK
• GenTherm (THRM) Q4 2025: $2.2B Automotive Awards Anchor 10% Growth Outlook Beyond Core Markets
  February 23, 2026 · THRM
• Tactile Medical (TCMD) Q4 2025: Airway Clearance Up 66% as Lymphedema Platform Expands
  February 23, 2026 · TCMD
• Talkspace (TALK) Q4 2025: Payer Sessions Up 36%, AI and Directory Integrations Expand Growth Runway
  February 23, 2026 · TALK
• SolarEdge (SEDG) Q4 2025: Gross Margin Soars to 23%, Unlocking Turnaround Momentum
  February 23, 2026 · SEDG
• Stepan (SCL) Q4 2025: $100M Project Catalyst Savings Reshape Cost Base as Surfactant Demand Softens
  February 23, 2026 · SCL
• WillScot (WSC) Q4 2025: Modular Pending Orders Up 17%, Signaling Second-Half Growth Potential
  February 23, 2026 · WSC
• World Connect (WKC) Q4 2025: $325M Restructuring Charges Mark Portfolio Overhaul and Margin Reset
  February 23, 2026 · WKC
• Weave (WEAV) Q4 2025: Specialty Medical Adds 29% of New Locations, Expanding Vertical TAM
  February 23, 2026 · WEAV
• Visteon (VC) Q4 2025: $7.4B Bookings Signal Shift to AI Cockpit and OLED Display Growth
  February 23, 2026 · VC