Latest Earnings Analysis

• Watsco (WSO) Q4 2025: A2L Transition Drives 11% Price Lift, Margin Expansion Anchors 2026 Reset
  February 23, 2026 · WSO
• Toll Brothers (TOL) Q1 2026: Luxury Move-Up Drives 25% EPS Jump, Community Count Set for 10% Growth
  February 23, 2026 · TOL
• Ryerson (RYI) Q4 2025: $120M Synergy Target Anchors Olympic Steel Merger Integration
  February 23, 2026 · RYI
• TROX Q4 2025: $90M Cost Run-Rate Sets Up Margin Recovery as TIO2 Pricing Turns
  February 23, 2026 · TROX
• Suncoke Energy (SXC) Q4 2025: Phoenix Global Adds $12M Industrial EBITDA, Offsetting Coke Contract Losses
  February 23, 2026 · SXC
• SSR Mining (SSRM) Q4 2025: Reserve Base Jumps 40%, Unlocking Multi-Year Optionality
  February 23, 2026 · SSRM
• Rimini Street (RMNI) Q4 2025: RPO Jumps 12% as AI ERP Layering Drives Bookings Momentum
  February 23, 2026 · RMNI
• Rush Street Interactive (RSI) Q4 2025: Online Casino MAUs Surge 51%, Unlocking Operating Leverage
  February 23, 2026 · RSI
• PRG Q4 2025: Four Technologies Revenue Soars 170%, Offsetting Leasing Headwinds
  February 23, 2026 · PRG
• Perion (PERI) Q4 2025: CTV Revenue Surges 59% as AI-Driven Execution Model Accelerates Growth
  February 23, 2026 · PERI
• PRDO Q4 2025: Enrollment Grows 7.3%, Propelling Double-Digit Operating Income Expansion
  February 23, 2026 · PRDO
• Onto Innovation (ONTO) Q4 2025: Backlog Doubles, Advanced Packaging Set for 30%+ Growth Surge
  February 23, 2026 · ONTO
• Nordson (NDSN) Q1 2026: ATS Organic Sales Jump 21% as Semiconductor Demand Drives Outperformance
  February 23, 2026 · NDSN
• MKS Instruments (MKSI) Q4 2025: Electronics and Packaging Revenue Jumps 19% on AI-Driven Complexity
  February 23, 2026 · MKSI
• Opendoor (OPEN) Q4 2025: Acquisition Velocity Up 300% as Opendoor 2.0 Drives Margin Turnaround
  February 23, 2026 · OPEN
• Metallus (MTUS) Q4 2025: Order Book Surges 50% as Aerospace and Defense Demand Drives Strategic Reset
  February 23, 2026 · MTUS
• Otter Tail (OTTR) Q4 2025: Electric Segment Earnings Up 7% as Plastics Normalize
  February 23, 2026 · OTTR
• OpenLane (KAR) Q4 2025: U.S. Dealer Volumes Accelerate 20%, Driving Marketplace Outperformance
  February 23, 2026 · KAR
• LegalZoom (LZ) Q4 2025: Subscription Revenue Climbs 20% as Human-in-the-Loop Strategy Gains Traction
  February 23, 2026 · LZ
• KB (KB) Q4 2025: Dividend Payout Jumps 38% as Non-Bank Fee Income Drives Portfolio Shift
  February 23, 2026 · KB
• Knife River (KNF) Q4 2025: Backlog Surges 38% to $1B, Driving Multi-Year Growth Visibility
  February 23, 2026 · KNF
• Lemonade (LMND) Q4 2025: Gross Profit Surges 73% as AI-Driven Flywheel Accelerates
  February 23, 2026 · LMND
• Hackett Group (HCKT) Q4 2025: SAP Segment Jumps 32% as GenAI Platforms Reshape Delivery Model
  February 23, 2026 · HCKT
• ICL (ICL) Q4 2025: Potash Volume Up 15%, Strategic Refocus Drives Specialty Growth Initiatives
  February 23, 2026 · ICL
• Fiverr (FVRR) Q4 2025: High-Value Project GMV Grows 23% as Platform Shifts to AI-Native Work
  February 23, 2026 · FVRR
• Forum Energy Technologies (FET) Q4 2025: Backlog Surges 46% as Innovation and Cost Discipline Drive Strategic Leverage
  February 23, 2026 · FET
• DTE (DTE) Q4 2025: $6.5B Capex Boost Anchored by Data Center Demand Upside
  February 23, 2026 · DTE
• CenterSpace (CSR) Q4 2025: $493M Portfolio Shift Drives Market Diversification Amid Strategic Review
  February 23, 2026 · CSR
• Casella Waste (CWST) Q4 2025: 55 Basis Point Margin Expansion Highlights Multi-Year Efficiency Tailwind
  February 23, 2026 · CWST
• Constellium (CSTM) Q4 2025: PARP EBITDA Jumps 143% as Scrap Tailwind Powers Record Quarter
  February 23, 2026 · CSTM
• Appian (APPN) Q4 2025: Seven-Figure Deal Count Jumps 50%, Validating AI-Process Strategy
  February 23, 2026 · APPN
• Roku (ROKU) Q4 2025: Platform Revenue Jumps 18% as AI and SMB Ads Expand Monetization Pathways
  February 12, 2026 · ROKU
• AMETEK (AME) Q4 2025: Backlog Climbs to $3.6B, Fueling Acquisition-Driven Expansion
  February 03, 2026 · AME
• Ashland (ASH) Q1 2026: Specialty Additives Margin Expands 340bps as Innovation Offsets Demand Weakness
  February 03, 2026 · ASH
• Marzetti (MZTI) Q2 2026: $400M Boshan’s Acquisition Adds 48% CAGR Growth Platform
  February 03, 2026 · MZTI
• MPLX (MPLX) Q4 2025: $2.4B Growth CapEx Targets Permian and Marcellus, Distribution Raised 12.5%
  February 03, 2026 · MPLX
• CorVel (CRVL) Q3 2026: AI-Driven Productivity Lifts Margins as Revenue Growth Slows to 3%
  February 03, 2026 · CRVL
• Grainger (GWW) Q4 2025: Endless Assortment Grows 16%, Offsetting High-Touch Margin Pressure
  February 03, 2026 · GWW
• Spire (SR) Q1 2026: Utility Earnings Jump 33% as Rate Actions and Portfolio Streamlining Advance
  February 03, 2026 · SR
• ETN Q4 2025: Electrical Americas Backlog Surges 31%, Powering Multi-Year Growth Visibility
  February 03, 2026 · ETN
• Hamilton Lane (HLNE) Q3 2026: Fee-Related Earnings Jump 37% as Evergreen AUM Surges 70%
  February 03, 2026 · HLNE
• BellRing Brands (BRBR) Q1 2026: Gross Margin Slides 730bps as Promotional Pressure and Whey Inflation Hit Profitability
  February 03, 2026 · BRBR
• RPC (RES) Q4 2025: Technical Services Down 4% as Capital Allocation Tightens
  February 03, 2026 · RES
• NXP Semiconductors (NXPI) Q4 2025: Industrial and IoT Up 20%, Shifting Growth Mix Beyond Auto
  February 03, 2026 · NXPI
• Hubbell (HUBB) Q4 2025: Data Center Revenue Soars 60%, Powering Margin Expansion
  February 03, 2026 · HUBB
• ITW (ITW) Q4 2025: Enterprise Initiatives Drive 100bps Margin Expansion Across All Segments
  February 03, 2026 · ITW
• MPLX (MPLX) Q4 2025: 12.5% Distribution Growth Signals Capital Discipline Amid $2.4B 2026 Investment Plan
  February 03, 2026 · MPLX
• Graphic Packaging (GPK) Q4 2025: $485M CapEx Cut Unlocks Free Cash Flow Inflection
  February 03, 2026 · GPK
• HealthPeak (DOC) Q4 2025: Senior Housing NOI Jumps 17% as Janus Living IPO Reshapes Portfolio
  February 03, 2026 · DOC
• Two Harbors (TWO) Q4 2025: MSR Portfolio Doubles to $400B with UWM Merger, Reshaping Mortgage REIT Scale
  February 03, 2026 · TWO