Latest Earnings Analysis

• Allegro MicroSystems (ALGM) Q3 2026: Data Center Sales Jump 31% as Content Expansion Accelerates
  January 29, 2026 · ALGM
• First Financial Bancorp (FFBC) Q4 2025: Fee Income Hits $77M Record as M&A Integration Drives Platform Expansion
  January 29, 2026 · FFBC
• Calix (CALX) Q4 2025: RPO Climbs 18% as Platform Migration Unlocks Sustained Growth
  January 29, 2026 · CALX
• Takeda (TAK) Q3 2026: Growth and Launch Products Now 51% of Revenue, Bridging Vyvanse Cliff
  January 29, 2026 · TAK
• Comcast (CMCSA) Q4 2025: Wireless Lines Jump 1.5 Million as Convergence Drives Strategic Reset
  January 29, 2026 · CMCSA
• PulteGroup (PHM) Q4 2025: Incentives Rise to 9.9% as Spec Inventory Clearance Reshapes Margin Outlook
  January 29, 2026 · PHM
• Plexus (PLXS) Q1 2026: Aerospace & Defense Wins Hit $220M, Lifting Growth Outlook Above 12%
  January 29, 2026 · PLXS
• Norfolk Southern (NSC) Q4 2025: $216M Cost Takeout Drives Margin Resilience Amid 4% Volume Decline
  January 29, 2026 · NSC
• ManpowerGroup (MAN) Q4 2025: Cost Actions Drive 4% SG&A Cut as Europe and U.S. Stabilize
  January 29, 2026 · MAN
• Tesla (TSLA) Q4 2025: CapEx Surges to $20B as Optimus and Autonomy Take Center Stage
  January 29, 2026 · TSLA
• Thermo Fisher (TMO) Q4 2025: $16.5B Deployed for M&A and Buybacks Sets Up 6–8% EPS Growth
  January 29, 2026 · TMO
• TAL Education (TAL) Q3 2026: Gross Margin Expands 340bps as AI Learning Devices Gain Traction
  January 29, 2026 · TAL
• 1-800-Flowers.com (FLWS) Q2 2026: $15M Cost Savings Offset 22% Floral Decline as Turnaround Deepens
  January 29, 2026 · FLWS
• Xerox (XRX) Q4 2025: Pro Forma Revenue Down 9% as Integration and Cost Synergies Take Center Stage
  January 29, 2026 · XRX
• Nokia (NOK) Q4 2025: Optical Networks Jump 17% as AI and Cloud Orders Reshape Growth Trajectory
  January 29, 2026 · NOK
• Raymond James (RJF) Q1 2026: Net New Asset Growth Hits $31B as Recruiting Momentum Drives Platform Expansion
  January 29, 2026 · RJF
• STMicroelectronics (STM) Q4 2025: Automotive Down 15% as Cycle Correction Nears End
  January 29, 2026 · STM
• SAP (SAP) Q4 2025: Cloud Backlog Jumps 30% as AI-Driven Mega Deals Reshape Revenue Mix
  January 29, 2026 · SAP
• ServiceNow (NOW) Q4 2025: AI Control Tower Drives 33% Workflow Expansion as Platform Strategy Accelerates
  January 29, 2026 · NOW
• CH Robinson (CHRW) Q4 2025: Operating Margin Expands 320bps as Lean AI Drives Productivity
  January 29, 2026 · CHRW
• Las Vegas Sands (LVS) Q4 2025: Marina Bay Sands Margin Hits 50% as Macau Mix Pressures Persist
  January 29, 2026 · LVS
• Houlihan Lokey (HLI) Q3 2026: Corporate Finance Jumps 12% as M&A Cycle Enters Early Upswing
  January 29, 2026 · HLI
• LendingClub (LC) Q4 2025: Originations Surge 40% as Fair Value Shift Accelerates Margin Pull-Through
  January 29, 2026 · LC
• VIAVI (VIAV) Q2 2026: Data Center Revenue Mix Climbs to 45%, Accelerating Countercyclical Growth
  January 29, 2026 · VIAV
• META (META) Q4 2025: AI-Driven Ad Revenue Surges 24% as Compute Constraints Persist
  January 29, 2026 · META
• Landstar (LSTR) Q4 2025: Heavy Haul Revenue Jumps 23% as AI Investment Hits 50% of IT CapEx
  January 29, 2026 · LSTR
• IBM (IBM) Q4 2025: Software Growth Accelerates to 11%, Powering $14.7B Free Cash Flow Milestone
  January 29, 2026 · IBM
• FICO (FICO) Q1 2026: Scores Revenue Jumps 29% as Mortgage Direct Licensing Scales
  January 29, 2026 · FICO
• Microsoft (MSFT) Q2 2026: Commercial RPO Doubles to $625B, Locking In Multi-Year AI Demand
  January 29, 2026 · MSFT
• Ethan Allen (ETD) Q2 2026: Gross Margin Climbs to 60.9% Despite 18% Order Drop
  January 29, 2026 · ETD
• ConMed (CNMD) Q4 2025: Ortho Sales Surge 12% as Supply Chain Progress Unlocks Growth
  January 29, 2026 · CNMD
• Century Communities (CCS) Q4 2025: Net Orders Jump 13% as Incentives Drive Record Sales Pace
  January 29, 2026 · CCS
• Provident Financial (PROV) Q2 2026: Loan Originations Jump 42% as Margin Expansion Signals Resilience
  January 29, 2026 · PROV
• Amphenol (APH) Q4 2025: IT Datacom Orders Surge 68%, Fiber Reach Expands with CommScope
  January 29, 2026 · APH
• UMC (UMC) Q4 2025: 22nm Revenue Jumps 31% as Advanced Packaging Pipeline Expands
  January 28, 2026 · UMC
• Avnet (AVT) Q2 2026: Asia Sales Surge 17%, Shifting Global Margin Dynamics
  January 28, 2026 · AVT
• Scotts Miracle-Gro (SMG) Q1 2026: $500M Buyback and Hawthorne Exit Anchor Multi-Year Margin Reset
  January 28, 2026 · SMG
• NBHC Q4 2025: Vista Adds $2.4B in Earning Assets, Setting Up 10% Loan Growth Path
  January 28, 2026 · NBHC
• MHO Q4 2025: Spec Sales Reach 75% of Closings as Inventory Strategy Shifts Margin Mix
  January 28, 2026 · MHO
• Central Pacific Financial (CPF) Q4 2025: Net Income Jumps 24%, Commercial Lending Mix Drives Margin Expansion
  January 28, 2026 · CPF
• First Commonwealth Financial (FCF) Q4 2025: $225M Loan Sale Signals Strategic Market Exit, Margin Trajectory Holds
  January 28, 2026 · FCF
• Eagle Financial Services (EFSI) Q4 2025: Commercial Loan Pipeline Surges 100%, Underscoring Relationship Model Strength
  January 28, 2026 · EFSI
• Brinker International (EAT) Q2 2026: Chili’s Comp Outpaces Industry by 680bps, Reimage and Menu Upgrades Set Multi-Year Growth Path
  January 28, 2026 · EAT
• Trustmark (TRMK) Q4 2025: Buyback Authorization Rises to $100M as Capital Flexibility Expands
  January 28, 2026 · TRMK
• VF Corporation (VFC) Q3 2026: North Face Americas Surges 15%, Unlocking U.S. Turnaround Momentum
  January 28, 2026 · VFC
• BMI Q4 2025: Software Revenue Hits $74M, Accelerating Recurring Growth Amid Project Cycle Shifts
  January 28, 2026 · BMI
• BXP (BXP) Q4 2025: $1.1B Asset Sales Accelerate Portfolio Optimization, Positioning for 200bps Occupancy Gain
  January 28, 2026 · BXP
• Extreme Networks (EXTR) Q2 2026: Platform One Bookings Double Target as Subscription ARR Climbs 25%
  January 28, 2026 · EXTR
• Prosperity Bank Shares (PB) Q4 2025: Margin Expands 25bps as M&A Drives Texas Scale
  January 28, 2026 · PB
• ASML (ASML) Q4 2025: EUV Systems Surge 39% as AI Demand Drives Record Orders
  January 28, 2026 · ASML