Latest Earnings Analysis

• UL Solutions (ULS) Q4 2025: EBITDA Margin Jumps 460bps as Segment Realignment and Lab Productivity Drive Gains
  February 23, 2026 · ULS
• TRTX Q4 2025: Multifamily and Industrial Exposure Surges to 72%, Redefining Portfolio Risk Profile
  February 23, 2026 · TRTX
• TrueBlue (TBI) Q4 2025: Energy Portfolio Grows to 15% of Mix as Skilled Staffing Outpaces Market
  February 23, 2026 · TBI
• SimilarWeb (SMWB) Q4 2025: AI Revenue Hits 11% of Sales as Multi-Year ARR Climbs to 60%
  February 23, 2026 · SMWB
• Rogers (ROG) Q4 2025: EBITDA Margin Jumps 500bps as Cost Actions Reshape Operating Model
  February 23, 2026 · ROG
• Remitly (RELY) Q4 2025: High-Amount Sender Volume Up 40% as Platform Mix Drives Margin Leverage
  February 23, 2026 · RELY
• POOL Q4 2025: Digital Sales Hit 15% of Revenue, Offsetting Construction Drag
  February 23, 2026 · POOL
• Pulse Biosciences (PLSE) Q4 2025: 96% One-Year Success in AFib Study Sets Stage for 2026 Clinical Ramp
  February 23, 2026 · PLSE
• Palo Alto Networks (PANW) Q2 2026: SASE ARR Surges 40% as Platformization Drives Enterprise Consolidation
  February 23, 2026 · PANW
• Medifast (MED) Q4 2025: Coach Productivity Turns Positive, Up 6% as Metabolic Health Pivot Gains Traction
  February 23, 2026 · MED
• IDA (IDA) Q4 2025: CapEx Doubles to $7B Five-Year Plan, Signaling Aggressive Grid Expansion
  February 23, 2026 · IDA
• Lazy Boy (LZB) Q3 2026: Retail Store Count Hits 60% of Network, Margin Expansion in Sight
  February 23, 2026 · LZB
• Live Nation (LYV) Q4 2025: Venue Nation Costs Double to $50M as International Venue Expansion Accelerates
  February 23, 2026 · LYV
• JAKKS Pacific (JAKK) Q4 2025: Gross Margin Climbs 160bps as Tariff Headwinds Reshape Playbook
  February 23, 2026 · JAKK
• iRhythm (IRTC) Q4 2025: ZOAT Growth Tops 50%, Margin Expansion Signals Durable Scale
  February 23, 2026 · IRTC
• CVR Energy (CVI) Q4 2025: WCS Processing Ramps 20x, Unlocking Heavy Crude Margin Leverage
  February 23, 2026 · CVI
• Vitacoco (COCO) Q4 2025: International Growth Drives 37% Surge as Brand Penetration Accelerates
  February 23, 2026 · COCO
• Hecla Mining (HL) Q4 2025: Silver Margin Surges to 75% as Portfolio Refocus Accelerates
  February 23, 2026 · HL
• Freshpet (FRPT) Q4 2025: Digital Channel Rises 40% as Omnichannel Strategy Drives Market Share
  February 23, 2026 · FRPT
• Easterly Government Properties (DEA) Q4 2025: Virginia Acquisition Adds 11% Cap Rate, Bolstering Durable Growth Pipeline
  February 23, 2026 · DEA
• DFIN (DFIN) Q4 2025: 20% Capital Markets Software Surge Signals Durable Margin Expansion
  February 23, 2026 · DFIN
• Deere & Co. (DE) Q1 2026: Construction Order Bank Surges 50%, Signaling Cycle Bottom
  February 23, 2026 · DE
• Endava (DAVA) Q2 2026: AI Investment Cuts Margins by 300bps as Outcome-Based Deals Scale
  February 23, 2026 · DAVA
• Dana (DAN) Q4 2025: Margin Surges 640bps as Cost Cuts and Mix Shift Reshape Profitability
  February 23, 2026 · DAN
• Community Health Systems (CYH) Q4 2025: Divestitures Cut Net Debt by $2.2 Billion, Refocuses on Core Growth
  February 23, 2026 · CYH
• CMTG Q4 2025: $2.5B Loan Resolutions Accelerate Portfolio Cleanup and Deleveraging
  February 23, 2026 · CMTG
• Madrigal Pharmaceuticals (MDGL) Q4 2025: U.S. MASH Diagnosed Population Expands 50%, Extending Market Runway
  February 23, 2026 · MDGL
• MATV Q4 2025: Free Cash Flow Doubles, Cost Discipline Drives Margin Upside
  February 23, 2026 · MATV
• Kaiser Aluminum (KALU) Q4 2025: EBITDA Margin Expands 470bps as Packaging Mix Shift Accelerates
  February 23, 2026 · KALU
• Ferroglobe (GSM) Q4 2025: EU Safeguards Unlock 25% Import Share for Domestic Producers
  February 23, 2026 · GSM
• Global Payments (GPN) Q4 2025: $600M Synergy Target Anchors Integration-Driven Margin Expansion
  February 23, 2026 · GPN
• Global-e (GLBE) Q4 2025: EBITDA Margin Expands 420bps as AI-Driven Leverage Accelerates
  February 23, 2026 · GLBE
• Five9 (FIVN) Q4 2025: Enterprise AI Revenue Surpasses $100M, Fueling Backlog and Margin Expansion
  February 23, 2026 · FIVN
• F&G (FG) Q4 2025: Fee-Based Earnings Jump 37% as Business Mix Shifts Toward High-Margin Growth
  February 23, 2026 · FG
• Franklin Electric (FELE) Q4 2025: Distribution Margin Expands 210bps, Value Acceleration Office Targets Further Gains
  February 23, 2026 · FELE
• Expand Energy (EXE) Q4 2025: Hainesville Break-Even Drops 15% as Marketing Ambition Targets $0.20 Margin Uplift
  February 23, 2026 · EXE
• Element Solutions (ESI) Q4 2025: Electronics Segment Grows 13% as Data Center Demand Drives Outperformance
  February 23, 2026 · ESI
• DT Midstream (DTM) Q4 2025: Pipeline Segment Grows to 70% of Portfolio as $3.4B Backlog Expands
  February 23, 2026 · DTM
• CRNT Q4 2025: Receivables Down 33% as Cash Discipline Anchors 2026 Margin Guidance
  February 23, 2026 · CRNT
• Cinemark (CNK) Q4 2025: CapEx Ramps to $250M Amid Market Share Gains and Premium Format Expansion
  February 23, 2026 · CNK
• Clearwater Paper (CLW) Q4 2025: $70M Pricing Headwind Forces Strategic Cost Reset
  February 23, 2026 · CLW
• Balchem (BCPC) Q4 2025: International Sales Fuel 9.8% Revenue Surge as Segment Growth Diversifies
  February 23, 2026 · BCPC
• Century Aluminum (CENX) Q4 2025: Oklahoma Smelter to Double U.S. Output, $200M Data Center Stake Unlocks New Value
  February 23, 2026 · CENX
• Chemours (CC) Q4 2025: Option Refrigerant Sales Surge 37%, Reshaping Segment Mix
  February 23, 2026 · CC
• CarGurus (CARG) Q4 2025: International Revenue Jumps 27% as Product Innovation Expands TAM
  February 23, 2026 · CARG
• Camtek (CAMT) Q4 2025: Hawk and Eagle Gen 5 to Drive 50%+ Revenue Mix Shift in 2026
  February 23, 2026 · CAMT
• BELFA Q4 2025: Aerospace and Defense Reach 38% of Sales, Elevating Growth Profile
  February 23, 2026 · BELFA
• Alarm.com (ALRM) Q4 2025: Commercial & Energy Segments Grow 25%, Shifting SaaS Mix
  February 23, 2026 · ALRM
• Alight (ALIT) Q4 2025: Recurring Revenue Down 2.2% as Execution Gaps Drive Reset Year
  February 23, 2026 · ALIT
• Farmer Mac (AGM) Q4 2025: Net Effective Spread Jumps 16% as Infrastructure and Ag Lending Accelerate
  February 23, 2026 · AGM