Latest Earnings Analysis

• Esquire Financial (ESQ) Q2 2026: Litigation Loans Jump 41% Ahead of $2B Signature Merger
  July 24, 2026 · ESQ
• DIME (DCOM) Q2 2026: Business Loans Surge 26% as CRE Mix Drops, Buybacks Return
  July 24, 2026 · DCOM
• ARGX Q2 2026: VivGuard Drives 60% Revenue Surge as Seronegative GMG Approval Expands Market
  July 24, 2026 · ARGX
• Acme United (ACU) Q2 2026: Gross Margin Expands 160 bps on MyMedic Mix, Tariff Relief Ahead
  July 24, 2026 · ACU
• OFG (OFG) Q2 2026: Net Interest Margin Rises to 5.45% on Deposit Repricing and Commercial Loan Growth
  July 24, 2026 · OFG
• Univest Financial (UVSP) Q2 2026: Buybacks Reach 1.5% of Shares as Loan Growth, Deposit Inflows Hold Amid Margin Pressure
  July 24, 2026 · UVSP
• Valley National Bancorp (VLY) Q2 2026: Core Deposits Rise $1.1B as Relationship Banking Drives Margin Expansion
  July 24, 2026 · VLY
• United Rentals (URI) Q2 2026: Specialty Rental Revenue Jumps 25%, Fueling Guidance Raise and CapEx Surge
  July 24, 2026 · URI
• WEX (WEX) Q2 2026: Direct AP Volume Jumps 20%, Unlocking Margin and Growth Levers
  July 24, 2026 · WEX
• Visteon (VC) Q2 2026: $2B New Bookings Signal Software Cockpit Shift Despite Margin Headwinds
  July 24, 2026 · VC
• TECK Q2 2026: Copper Margins Surge to 65% as Operational Stability Anchors Merger Path
  July 24, 2026 · TECK
• Origin Bancorp (OBK) Q2 2026: Non-Interest-Bearing Deposits Surge 9.6%, Cementing Relationship-Driven Growth
  July 24, 2026 · OBK
• Rollins (ROL) Q2 2026: Residential One-Time Volume Falls Mid-Single Digits, Shifting Growth Reliance to Recurring and Commercial
  July 24, 2026 · ROL
• Snap-on (SNA) Q2 2026: C&I Margin Hits 16.8% as Precision Demand Drives 260bps Expansion
  July 24, 2026 · SNA
• Old Republic (ORI) Q2 2026: Title Fees Jump 10% as ECM Acquisition Set to Boost Earnings
  July 24, 2026 · ORI
• Enova (ENVA) Q2 2026: Originations Surge 27%, Grasshopper Bank Synergies Set to Drive 25% EPS Accretion
  July 24, 2026 · ENVA
• VeriSign (VRSN) Q2 2026: New Registrations Surge 21% as .web Launch Nears
  July 24, 2026 · VRSN
• Knowles (KN) Q2 2026: Precision Devices Surge 25%, Multi-Year Defense Orders Signal Accelerating Backlog
  July 24, 2026 · KN
• Business First Bancshares (BFST) Q2 2026: Margin Expands 8bps as Loan Pipeline Builds in Houston and Louisiana
  July 24, 2026 · BFST
• Boyd Gaming (BYD) Q2 2026: $170M Capital Return Anchors Margin Resilience Amid Las Vegas Construction Drag
  July 24, 2026 · BYD
• AtriCure (ATRC) Q2 2026: Pain Management Franchise Delivers 28% U.S. Growth, Extending Platform Lead
  July 24, 2026 · ATRC
• SS&C Technologies (SSNC) Q2 2026: Share Repurchases Hit $435M as Organic Growth Surges 7.6%
  July 24, 2026 · SSNC
• SAP (SAP) Q2 2026: Cloud Backlog Jumps 26% as AI Platform Drives Strategic Reset
  July 24, 2026 · SAP
• Blackstone (BX) Q2 2026: AI-Driven Data Center Platform Surges 42%, Unlocking New Fee Engines
  July 24, 2026 · BX
• Liberty Energy (LBRT) Q2 2026: Power CapEx Surges 50% as 3 GW Buildout Accelerates
  July 23, 2026 · LBRT
• IMAX (IMAX) Q2 2026: Odyssey Drives 75% Occupancy, Ignites Global Platform Momentum
  July 23, 2026 · IMAX
• Mobileye (MBLY) Q2 2026: R&D Incentive Delivers $200M Margin Lift as Robotaxi Strategy Pivots to Full Vertical
  July 23, 2026 · MBLY
• Globe Life (GL) Q2 2026: Share Repurchases Raised to $700M as Agent Pipeline Rebounds
  July 23, 2026 · GL
• FirstService (FSV) Q2 2026: $250M Buyback Signals Capital Flexibility Amid Roofing Weakness
  July 23, 2026 · FSV
• Harley-Davidson (HOG) Q2 2026: Dealer Inventory Down 17% as “Back to Bricks” Drives Channel Reset
  July 23, 2026 · HOG
• Live Oak Bancshares (LOB) Q2 2026: Efficiency Ratio Improves 8 Points as Deposit Mix Shifts
  July 23, 2026 · LOB
• Eagle Bancorp (EGBN) Q2 2026: CRE Concentration Falls to 268% as Credit Resolution Accelerates
  July 23, 2026 · EGBN
• Bread Financial (BFH) Q2 2026: Direct-to-Consumer Deposits Reach 50% of Funding, Driving Cost Advantage
  July 23, 2026 · BFH
• Tractor Supply (TSCO) Q2 2026: 75 PetSense Closures and 24 Basis Point Margin Gain Mark Strategic Reset
  July 23, 2026 · TSCO
• Lazard (LAZ) Q2 2026: Asset Management AUM Jumps 15% as Advisory Productivity Inflects
  July 23, 2026 · LAZ
• Kaiser Aluminum (KALU) Q2 2026: Conversion Revenue Jumps 17% as Multi-Segment Demand Surges
  July 23, 2026 · KALU
• First Merchants (FRME) Q2 2026: Loan Yields Rise to 6.28% as Deposit Mix Drives Margin Expansion
  July 23, 2026 · FRME
• Honeywell Technologies (HON) Q2 2026: Orders Surge 16% as New Automation Focus Drives Backlog Up 9%
  July 23, 2026 · HON
• Cleveland-Cliffs (CLF) Q2 2026: EBITDA Set to Double as Automotive Shipments Hit Two-Year High
  July 23, 2026 · CLF
• Norfolk Southern (NSC) Q2 2026: Fuel Expense Surges $500M, Forcing Cost Discipline Amid Volume Rebound
  July 23, 2026 · NSC
• Wyndham Hotels (WH) Q2 2026: Pipeline Hits 261,000 Rooms as U.S. RevPAR Outpaces Expectations
  July 23, 2026 · WH
• Sunoco (SON) Q2 2026: Productivity Gains Drive $16M Offset to Input Cost Surge, Margin Stability Holds
  July 23, 2026 · SON
• T-Mobile (TMUS) Q2 2026: Postpaid Service Revenue Jumps 13% as Fallow Capacity Model Extends Growth Runway
  July 23, 2026 · TMUS
• Quest Diagnostics (DGX) Q2 2026: Organic Volume Surges 13%, Automation and Advanced Testing Drive Strategic Leverage
  July 23, 2026 · DGX
• Pinnacle Financial Partners (PNFP) Q2 2026: Loan Growth Surges 14% Annualized, Margin Holds Amid Talent-Led Expansion
  July 23, 2026 · PNFP
• EastGroup Properties (EGP) Q2 2026: Development Starts Raised to $325M as Leasing Hits 3.9M Sq Ft Record
  July 23, 2026 · EGP
• Comcast (CMCSA) Q2 2026: Peacock Profit Hits $189M as Wireless Net Adds Reach Record 448K
  July 23, 2026 · CMCSA
• Molina Healthcare (MOH) Q2 2026: Medicare Duals Margin Upside Adds $1.50 EPS, Medicaid Margin Trough in Sight
  July 23, 2026 · MOH
• Old Second Bancorp (OSBC) Q2 2026: Net Interest Margin Climbs to 5.23% as Credit Trends Improve
  July 23, 2026 · OSBC
• Brandywine Realty Trust (BDN) Q2 2026: $305M Asset Sales Target Lifts Deleveraging and Recapitalization Path
  July 23, 2026 · BDN