Latest Earnings Analysis

• Sherwin-Williams (SHW) Q4 2025: Performance Coatings Margin Jumps 150bps as Cost Discipline Outpaces Demand
  January 29, 2026 · SHW
• Trane Technologies (TT) Q4 2025: Commercial HVAC Backlog Jumps 25%, Securing 2026 Growth Visibility
  January 29, 2026 · TT
• Coda Octopus (CODA) Q4 2025: Acoustics Unit Adds 20% of Revenue, Shifting Growth Mix Toward Defense
  January 29, 2026 · CODA
• Univest Financial (UVSP) Q4 2025: Buyback Authorization Expands by 2 Million Shares as Loan Growth Mix Shifts
  January 29, 2026 · UVSP
• Alaris Financial (ALRS) Q4 2025: Fee Income Surges 7% as Wealth and Retirement Drive 40% of Revenue
  January 29, 2026 · ALRS
• L3Harris (LHX) Q4 2025: Missile Solutions IPO Drives $1B Government Investment, Reshaping Growth Path
  January 29, 2026 · LHX
• Oshkosh (OSK) Q4 2025: Tariff Impact Rises $160M, Testing Access Margin Resilience
  January 29, 2026 · OSK
• A.O. Smith (AOS) Q4 2025: Water Treatment Margin Expands 400bps Amid Channel Pressure
  January 29, 2026 · AOS
• MTH Q4 2025: $295M Buybacks Anchor Capital Return Amid 19% Gross Margin Compression
  January 29, 2026 · MTH
• International Paper (IP) Q4 2025: 37% North America EBITDA Surge Sets Stage for Regional Spin-Offs
  January 29, 2026 · IP
• WM (WM) Q4 2025: Free Cash Flow Jumps 27% as Cost Structure Transformation Drives Margin Expansion
  January 29, 2026 · WM
• CIVB Q4 2025: Net Interest Margin Expands 11bps as Deposit Mix and Loan Growth Rebalance Franchise
  January 29, 2026 · CIVB
• Tractor Supply (TSCO) Q4 2025: Direct Sales to Add 40bps to Comp, Self-Funding Initiatives Drive 2026 Setup
  January 29, 2026 · TSCO
• Valero (VLO) Q4 2025: Heavy Crude Discounts Widen by $4, Sharpening Refining Advantage
  January 29, 2026 · VLO
• SNY Q4 2025: New Product Sales Jump 34%, Signaling Pipeline-Driven Growth Trajectory
  January 29, 2026 · SNY
• Blackstone (BX) Q4 2025: Private Wealth Inflows Surge 53%, Fueling $1.3T AUM Milestone
  January 29, 2026 · BX
• United Rentals (URI) Q4 2025: Specialty Cold Starts Drop to 40 as Large Project Tailwinds Persist
  January 29, 2026 · URI
• Dow (DOW) Q4 2025: $2B Transform to Outperform Program Targets Structural Uplift Amid Margin Pressure
  January 29, 2026 · DOW
• Whirlpool (WHR) Q4 2025: $150M Cost Actions and 30% New Product Floorings Set Up Margin Rebound
  January 29, 2026 · WHR
• EXP Q3 2026: Cement Volumes Jump 9% as Heavy Materials Outperform Wallboard Drag
  January 29, 2026 · EXP
• MUR Q4 2025: Vietnam Discovery Adds 429 Feet of Net Oil Pay, Reshaping Growth Trajectory
  January 29, 2026 · MUR
• AXS Q4 2025: Book Value Jumps 18% as Specialty Lines and Tech Investments Accelerate Margin Gains
  January 29, 2026 · AXS
• Honeywell (HON) Q4 2025: Orders Surge 23%, Backlog Hits $37B as Portfolio Reshapes for Spin
  January 29, 2026 · HON
• Adtalem (ATGE) Q2 2026: Walden Enrollment Up 13%, Margin Expansion Signals Durable Healthcare Education Demand
  January 29, 2026 · ATGE
• Nasdaq (NDAQ) Q4 2025: Index Inflows Hit $99B, Fueling Solutions-Led Expansion
  January 29, 2026 · NDAQ
• SEI (SEIC) Q4 2025: Private Banking Sales Events Surge to $28M, Amplifying Recurring Revenue Momentum
  January 29, 2026 · SEIC
• MarineMax (HZO) Q1 2026: Gross Margin Climbs to 34.7% as Higher-Margin Businesses Offset Retail Drag
  January 29, 2026 · HZO
• Caterpillar (CAT) Q4 2025: Backlog Surges 71% to $51B, Extending Multi-Year Visibility
  January 29, 2026 · CAT
• NFG Q1 2026: Upstream EBITDA Climbs 29% as Utica Capital Efficiency Surges
  January 29, 2026 · NFG
• Altria (MO) Q4 2025: $1.3B eVapor Impairment Underscores Regulatory Drag on Smoke-Free Ambitions
  January 29, 2026 · MO
• Washington Trust (WASH) Q4 2025: Margin Expands 61bps as Deposit Mix and Commercial Banking Drive Upside
  January 29, 2026 · WASH
• Virtu Financial (VIRT) Q4 2025: $625M Capital Ramp Accelerates Trading Returns Amid Volatility Tailwind
  January 29, 2026 · VIRT
• MMC (MRSH) Q4 2025: $2B Buyback Signals Capital Flex as Thrive Accelerates AI Investment
  January 29, 2026 · MMC
• OneWater (ONEW) Q1 2026: Pre-Owned Sales Jump 24% as Margin Expansion Outpaces Flat Demand
  January 29, 2026 · ONEW
• Liberty Energy (LBRT) Q4 2025: Three Gigawatt Data Center Pipeline Anchors Power Segment Shift
  January 29, 2026 · LBRT
• Levi Strauss (LEVI) Q4 2025: DTC Margins Expand 300bps, Accelerating Lifestyle Transition
  January 29, 2026 · LEVI
• Mastercard (MA) Q4 2025: Value-Added Services Surge 22%, Reinforcing Diversification Strategy
  January 29, 2026 · MA
• Lazard (LAZ) Q4 2025: Asset Management AUM Climbs 12% as Advisory Talent Expansion Outpaces Targets
  January 29, 2026 · LAZ
• Deluxe (DLX) Q4 2025: Data Segment Surges 31%, Accelerating Payments Transformation
  January 29, 2026 · DLX
• Ameriprise Financial (AMP) Q4 2025: Buyback Surges 37% as Advisor Productivity and Flows Hit Records
  January 29, 2026 · AMP
• ConnectOne Bancorp (CNOB) Q4 2025: Net Interest Margin Climbs to Low 330s, Margin Expansion Signals 2026 Upside
  January 29, 2026 · CNOB
• CMPR Q2 2026: Elevated Products Push Variable Gross Profit Per Customer Up 9%, Driving FY28 EBITDA Confidence
  January 29, 2026 · CMPR
• Lockheed Martin (LMT) Q4 2025: Backlog Surges 17% to $194B, Propelling Multi-Year Growth Visibility
  January 29, 2026 · LMT
• LAM Research (LRCX) Q2 2026: Foundry Revenue Soars 69% as AI Demand Shifts Share
  January 29, 2026 · LRCX
• Valley National (VLY) Q4 2025: Core Deposits Up $1B as Funding Mix Drives NIM Expansion
  January 29, 2026 · VLY
• CNX (CNX) Q4 2025: 60% CapEx Frontload Drives Flat Output and Strategic Flexibility
  January 29, 2026 · CNX
• First Interstate BancSystem (FIBK) Q4 2025: $118M Buyback Drives Capital Reallocation Amid Branch Exit
  January 29, 2026 · FIBK
• Celestica (CLS) Q4 2025: $1 Billion CapEx Signals Multi-Year AI Infrastructure Surge
  January 29, 2026 · CLS
• Kirby (KEX) Q4 2025: PowerGen Revenue Jumps 47%, Offsetting Marine Margin Pressures
  January 29, 2026 · KEX
• AXS Q4 2025: Insurance Segment Grows 9%, Driving Specialty Margin Outperformance
  January 29, 2026 · AXS