Latest Earnings Analysis

• Capital Southwest (CSWC) Q3 2026: $244M New Commitments Signal Lower Middle Market Expansion
  February 03, 2026 · CSWC
• Pfizer (PFE) Q4 2025: Non-COVID Portfolio Grows 9% as Obesity Pipeline Targets $150B Market
  February 03, 2026 · PFE
• PJT Partners (PJT) Q4 2025: Record $384M Buybacks Signal Capital Deployment Shift
  February 03, 2026 · PJT
• PayPal (PYPL) Q4 2025: Branded Checkout Growth Slows to 1% as Execution Pressure Mounts
  February 03, 2026 · PYPL
• Pentair (PNR) Q4 2025: $70M Transformation Savings Anchor 100bps Margin Expansion Path
  February 03, 2026 · PNR
• Flexsteel (FLXS) Q2 2026: Tariff Surcharges Add $9.5M Revenue, Margin Resilience Faces Second-Half Test
  February 03, 2026 · FLXS
• Capri Holdings (CPRI) Q3 2026: $1B Buyback Signals Post-Versace Capital Shift
  February 03, 2026 · CPRI
• Patria (PAX) Q4 2025: Fee-Earning AUM Jumps 24% as Platform Scale Drives Multi-Asset Momentum
  February 03, 2026 · PAX
• Gartner (IT) Q4 2025: AI-Driven Insights Library Expands 50%, Anchoring CV Growth Acceleration
  February 03, 2026 · IT
• Fubo (FUBO) Q1 2026: Pro Forma EBITDA Doubles as Hulu Live Integration Drives $6.2B Scale
  February 03, 2026 · FUBO
• Broadridge (BR) Q2 2026: 72% GenAI Investment Acceleration Signals Digital Transformation Tipping Point
  February 03, 2026 · BR
• Teradyne (TER) Q4 2025: AI Drives 60%+ of Revenue, Reshaping Segment Mix and Earnings Model
  February 03, 2026 · TER
• Palantir (PLTR) Q4 2025: U.S. Revenue Jumps 93%, Anchoring 127 Rule of 40 Breakout
  February 03, 2026 · PLTR
• J&J Snack Foods (JJSF) Q1 2026: Project Apollo Delivers $3M Cost Savings as Portfolio Shift Drives Margin Expansion
  February 03, 2026 · JJSF
• Ingredion (INGR) Q4 2025: $40M Argo Hit Weighs on U.S.-Canada, Texture & Solutions Margins Climb
  February 03, 2026 · INGR
• Galaxy Digital (GLXY) Q4 2025: Helios Power Capacity Doubles to 1.6 GW, Securing AI Data Center Optionality
  February 03, 2026 · GLXY
• Ball (BALL) Q4 2025: EMEA Operating Earnings Jump 37% as Capacity Investments Fuel 2026 Leverage
  February 03, 2026 · BALL
• NJR (NJR) Q1 2026: NFVPS Guidance Raised 8% on Energy Services Volatility Capture
  February 03, 2026 · NJR
• MGIC (MTG) Q4 2025: $915M Capital Returned as Reinsurance Drives Margin Leverage
  February 03, 2026 · MTG
• Merck (MRK) Q4 2025: Pipeline Opportunity Surges $20B, Signaling Post-Keytruda Growth Ambition
  February 03, 2026 · MRK
• ATI (ATI) Q4 2025: Aerospace and Defense Mix Rises to 68%, Unlocking Margin Expansion Path
  February 03, 2026 · ATI
• PepsiCo (PEP) Q4 2025: Double-Digit Shelf Space Gains Signal Aggressive Category Expansion
  February 03, 2026 · PEP
• Fubo (FUBO) Q1 2026: Ad Tech Integration Targets Double-Digit Uplift as Pro Forma EBITDA Hits $41M
  February 03, 2026 · FUBO
• MSG Entertainment (MSGE) Q2 2026: Christmas Spectacular Drives $195M, Concert Bookings Set New Records
  February 03, 2026 · MSGE
• WTW (WTW) Q4 2025: Margin Expands 130bps as Specialty and Digital Broking Drive Profitability
  February 03, 2026 · WTW
• AUDC Q4 2025: Voice AI Revenue Jumps 35% as Strategic Shift Gains Scale
  February 03, 2026 · AUDC
• ADM (ADM) Q4 2025: $1.5B Inventory Windfall Unlocks Flexibility as Policy Clarity Looms
  February 03, 2026 · ADM
• Atkore (ATKR) Q1 2026: $30M Productivity Surge Offsets Price Compression, Data Center Tailwind Builds
  February 03, 2026 · ATKR
• RITM Q4 2025: $100B Platform Scales with Crestline and Paramount, Asset Management Revaluation in Focus
  February 03, 2026 · RITM
• MPC Q4 2024: MPLX Distribution Jumps 12.5%, Fueling Shareholder Yield Strategy
  February 03, 2026 · MPC
• CHT Q4 2025: 7% Wafer Shipment Drop Signals Near-Term Inventory Correction Despite AI Tailwinds
  February 03, 2026 · CHT
• Simon Property Group (SPG) Q4 2025: $2B Acquisitions Expand Redevelopment Pipeline to $4B+
  February 03, 2026 · SPG
• NAPCO (NSSC) Q2 2026: Recurring Revenue Run Rate Hits $99M, Margin Expansion Signals Durable Profitability
  February 03, 2026 · NSSC
• Rambus (RMBS) Q4 2025: Product Revenue Jumps 41% as DDR5 Gains Drive Share Expansion
  February 03, 2026 · RMBS
• Woodward (WWD) Q1 2026: Aerospace Drives 420bp Margin Expansion as Commercial Services Outperform
  February 03, 2026 · WWD
• Fabrinet (FN) Q2 2026: Non-Optical Revenue Surges 61% as HPC Ramp Accelerates
  February 03, 2026 · FN
• WisdomTree (WT) Q4 2025: Cirrus Adds $2B Farmland AUM, Driving 200bps Margin Expansion
  February 02, 2026 · WT
• Alliance Resource Partners (ARLP) Q4 2025: Coal Royalty Volumes Jump 25% on Tunnel Ridge Expansion
  February 02, 2026 · ARLP
• Revity (RVTY) Q4 2025: $800M Buyback and 7% Diagnostics Growth Signal Strategic Flexibility
  February 02, 2026 · RVTY
• Hess Midstream (HESM) Q4 2025: CapEx Down 40% as Infrastructure Build-Out Ends, Unlocking 12% Free Cash Flow Growth
  February 02, 2026 · HESM
• Disney (DIS) Q1 2026: Parks Revenue Surpasses $10B as Streaming Margin Tops 10%
  February 02, 2026 · DIS
• APTV Q4 2025: $27B Bookings Set Up 2026 Margin Expansion Despite FX and Commodity Pressure
  February 02, 2026 · APTV
• IDEXX (IDXX) Q4 2025: InViewDX Drives 69% Instrument Growth, Expanding Premium Platform Leverage
  February 02, 2026 · IDXX
• Kforce (KFRC) Q4 2025: India Development Center Opens as Consulting Mix Lifts Margin Path
  February 02, 2026 · KFRC
• Twist Bioscience (TWST) Q1 2026: DNA Synthesis and Protein Solutions Jump 27%, AI Demand Fuels Margin Expansion
  February 02, 2026 · TWST
• Imperial Oil (IMO) Q4 2025: Dividend Jumps 21% as Cost Initiatives Drive Long-Term Payout Confidence
  February 02, 2026 · IMO
• Orchid Island Capital (ORC) Q4 2025: MBS Portfolio Expands 27% as Spread Tightening Reshapes Returns
  February 02, 2026 · ORC
• Nomura (NMR) Q3 2026: Wealth Management Margin Surges to 44%, Anchoring Earnings Power
  February 02, 2026 · NMR
• Autoliv (ALV) Q4 2025: China OEM Sales Surge 40% as Asia Mix Reshapes Margin Outlook
  January 31, 2026 · ALV
• Air Products (APD) Q1 2026: Operating Income Climbs 12% as Capital Discipline Tightens
  January 31, 2026 · APD