Latest Earnings Analysis

• SoFi (SOFI) Q4 2025: Fee-Based Revenue Jumps 53%, Cementing Capital-Light Growth Model
  January 30, 2026 · SOFI
• Gentex (GNTX) Q4 2025: Core Gross Margin Jumps 300bps as Cost Discipline Offsets Tariff Drag
  January 30, 2026 · GNTX
• FISI Q4 2025: Net Interest Margin Expands 71bps on Asset Mix Shift, Signals 2026 Profitability Upside
  January 30, 2026 · FISI
• Charter Communications (CHTR) Q4 2025: Capex Peaks at $11.7B, Free Cash Flow Set to Surge as Investments Normalize
  January 30, 2026 · CHTR
• Selective Insurance (SIGI) Q4 2025: $190M Commercial Auto Reserve Strengthening Signals Margin Reset
  January 30, 2026 · SIGI
• TBBK Q4 2025: FinTech Loans Jump 15% of Portfolio as Fee Revenue Mix Rises
  January 30, 2026 · TBBK
• Skatec (LYB) Q4 2025: Backlog Expands 73%, Locking in Multi-Year Growth Visibility
  January 30, 2026 · LYB
• Halozyme (HALO) Q4 2025: Royalty Revenue Surges 52% as Hyperconcentration Platform Expands IP Runway
  January 30, 2026 · HALO
• MaxLinear (MXL) Q4 2025: Infrastructure Revenue Surges 76%, Setting Up Data Center-Led 2026
  January 30, 2026 · MXL
• Axos Financial (AX) Q2 2026: Loan Originations Jump 35% as Diversified Engines Drive Double-Digit Growth
  January 30, 2026 · AX
• PMT Q4 2025: Securitizations Surge to 19, Shifting Portfolio Toward Higher-Yield Assets
  January 30, 2026 · PMT
• Stryker (SYK) Q4 2025: Mako Install Base Surpasses 3,000, Accelerating Procedural Growth
  January 30, 2026 · SYK
• Visa (V) Q1 2026: Value-Added Services Drive 28% Revenue Growth, Deepening Ecosystem Moat
  January 30, 2026 · V
• Apple (AAPL) Q1 2026: iPhone Revenue Jumps 23% as Advanced Node Constraints Signal Persistent Demand
  January 30, 2026 · AAPL
• Beezer Homes (BZH) Q1 2026: New Communities to Drive 300bps Margin Expansion Despite Slow Start
  January 30, 2026 · BZH
• Western Digital (WDC) Q2 2026: Cloud Revenue Climbs 28% as UltraSMR Mix Tops 50%
  January 30, 2026 · WDC
• PennyMac Financial (PFSI) Q4 2025: Vesta-Driven 25% Cost Reduction Reshapes Origination Efficiency
  January 30, 2026 · PFSI
• Robert Half (RHI) Q4 2025: Sequential Growth Returns as Productivity Margins Target 200bps Expansion
  January 30, 2026 · RHI
• Five Point Holdings (FPH) Q4 2025: $3.4B Hearthstone AUM Diversifies Revenue, Entitlements Add 100 Acres to Pipeline
  January 30, 2026 · FPH
• Credit Acceptance (CACC) Q4 2025: Loan Unit Volume Decline Narrows to 9.1%, Signaling Stabilization in Subprime Auto Lending
  January 30, 2026 · CACC
• FinWise (FINW) Q4 2025: Credit-Enhanced Balances Surge $76M, Shifting Margin and Risk Profile
  January 30, 2026 · FINW
• Dolby Laboratories (DLB) Q1 2026: Automotive OEM Count Jumps 75% as Dolby Vision 2 Expands Revenue Base
  January 30, 2026 · DLB
• Deckers (DECK) Q3 2026: HOKA Grows 18% as DTC Momentum, Pricing Power, and Share Gains Drive Outlook Higher
  January 30, 2026 · DECK
• AppFolio (APPF) Q4 2025: Premium Tiers Surpass 25% Adoption, Driving Platform Expansion
  January 30, 2026 · APPF
• First Internet Bancorp (INBK) Q4 2025: FinTech Deposits Triple, Driving 21% Revenue Growth Amid Credit Cleanup
  January 30, 2026 · INBK
• LPL Financial (LPLA) Q4 2025: Commonwealth Integration Drives $425M EBITDA Run-Rate, Sets Stage for Recruiting Rebound
  January 30, 2026 · LPLA
• DXC (DXC) Q3 2026: Fast Track AI Set to Drive 10% Revenue by 2029 Amid 4.3% Decline
  January 30, 2026 · DXC
• ResMed (RMD) Q2 2026: Gross Margin Expands 310 bps, Underpinning Strategic Flexibility
  January 30, 2026 · RMD
• Arthur J. Gallagher (AJG) Q4 2025: M&A Pipeline Tops $350M as Margin Expansion Persists
  January 30, 2026 · AJG
• SanDisk (SNDK) Q2 2026: Data Center Revenue Jumps 64% as NAND Supply Tightens
  January 30, 2026 · SNDK
• SkyWest (SKYW) Q4 2025: Deferred Revenue Recognition Climbs to $265M, Locking in Multi-Year Stability
  January 30, 2026 · SKYW
• NewTekOne (NEWT) Q4 2025: Deposit Accounts Surge 50%, Unlocking Lower-Cost Funding Path
  January 30, 2026 · NEWT
• GBFH Q4 2025: Credit Card Volume Up 500% YoY, Fraud Controls Reset Growth Trajectory
  January 29, 2026 · GBFH
• Southside Bancshares (SBSI) Q4 2025: Securities Restructure Drives $147.9M Portfolio Shift, Margin Expansion Ahead
  January 29, 2026 · SBSI
• GSI Technology (GSIT) Q3 2026: Gemini 2 TTFT Outpaces Rivals by 3x, Edge AI Roadmap Accelerates
  January 29, 2026 · GSIT
• Tetra Tech (TTEK) Q1 2026: International Revenue Climbs 13%, Margin Expansion Signals Resilient Water Demand
  January 29, 2026 · TTEK
• SL Green (SLG) Q4 2025: Manhattan Leasing Hits 2.6M Sq Ft, Propelling Occupancy to 93%
  January 29, 2026 · SLG
• Cullen/Frost Bankers (CFR) Q2 2025: Expansion Loans Now 37% of Growth, Margin Leverage Builds
  January 29, 2026 · CFR
• Dover (DOV) Q4 2025: Bookings Surge 10% as Backlog Strengthens 2026 Visibility
  January 29, 2026 · DOV
• Colony Bank (CBAN) Q4 2025: TC Federal Merger Cuts Earn-Back to Under 2.5 Years
  January 29, 2026 · CBAN
• Carpenter Technology (CRS) Q2 2026: SAO Margins Hit 33.1% as Nickel Alloy Demand Accelerates
  January 29, 2026 · CRS
• BWFG Q4 2025: Low-Cost Deposits Surge 21%, Fueling Margin and Loan Expansion
  January 29, 2026 · BWFG
• Parker Hannifin (PH) Q2 2026: Aerospace Backlog Hits $8B, Driving Record Margins and Upward Guidance
  January 29, 2026 · PH
• Southwest Airlines (LUV) Q4 2025: $2.6B Buybacks and $4 EPS Guide Signal Business Model Reset
  January 29, 2026 · LUV
• Landmark Bancorp (LARK) Q4 2025: Net Interest Margin Expands 58 bps as Deposit Costs Decline
  January 29, 2026 · LARK
• Brunswick (BC) Q4 2025: Free Cash Flow Jumps 56%, Product Investment Signals Multi-Year Growth Ambition
  January 29, 2026 · BC
• Group 1 Automotive (GPI) Q4 2025: $640M Acquisition Boost Reshapes Portfolio, UK Restructuring Gains Traction
  January 29, 2026 · GPI
• Origin Bancorp (OBK) Q4 2025: $10M Expansion War Chest Targets Disruption-Driven Growth
  January 29, 2026 · OBK
• Annaly (NLY) Q4 2025: Portfolio Grows 30% as Non-Agency and MSR Capital Allocation Rises
  January 29, 2026 · NLY
• SILICOM (SILC) Q4 2025: 17% Revenue Growth Anchors Core, $100B+ Upside in AI, PQC, and Switches
  January 29, 2026 · SILC