Latest Earnings Analysis

• Danaher (DHR) Q4 2025: Bioprocessing Core Up High Single Digits, Setting 2026 Growth Floor
  January 28, 2026 · DHR
• GE Vernova (GEV) Q4 2025: Backlog Jumps $31B, Power and Electrification Margins Set Up Multi-Year Growth
  January 28, 2026 · GEV
• UMB Financial (UMBF) Q4 2025: Commercial Loan Growth Outpaces Peers by 8%, Underpinning Organic Expansion Strategy
  January 28, 2026 · UMBF
• Lennox (LII) Q4 2025: Margin Record at 20.4% as Channel Destocking Nears End
  January 28, 2026 · LII
• Renasant (RNST) Q4 2025: Efficiency Ratio Improves 900bps, Unlocking Post-Merger Profitability Leverage
  January 28, 2026 · RNST
• LG Display (LPL) Q4 2025: OLED Share Hits 65%, Marking Structural Shift Despite One-Off Cost Drag
  January 28, 2026 · LPL
• Stifel Financial (SF) Q4 2025: Institutional Revenue Jumps 28%, Unlocking Operating Leverage
  January 28, 2026 · SF
• General Dynamics (GD) Q4 2025: Backlog Surges 30% as Defense Demand Fuels Multi-Year Investment Cycle
  January 28, 2026 · GD
• Orrstown (ORRF) Q4 2025: Non-Interest Income Climbs to 22% of Revenue, Fueling Diversification Strategy
  January 28, 2026 · ORRF
• Halozyme (HALO) Q2 2026: Royalty Revenue Surges 52% as HyperCon and SurfBio Expand IP Runway
  January 28, 2026 · HALO
• Starbucks (SBUX) Q1 2026: North America Margin Down 420bps as Turnaround Drives Transaction Growth
  January 28, 2026 · SBUX
• People's Bank (PEBK) Q4 2025: Loan Growth Hits 6% as Small Ticket Leasing Shrinks 63%
  January 28, 2026 · PEBK
• Monro (MNRO) Q3 2026: Store Closures Unlock $22.8M, Fueling Gross Margin Expansion
  January 28, 2026 · MNRO
• Littlefuse (LFUS) Q4 2025: Bookings Surge 20% as Data Center and Grid Wins Reframe Growth Path
  January 28, 2026 · LFUS
• PFS (PFS) Q4 2025: Core NIM Expands 7bps, Underpinning Margin Outlook Into 2026
  January 28, 2026 · PFS
• Otis (OTIS) Q4 2025: Modernization Orders Jump 43%, Unlocking Multi-Year Service Tailwind
  January 28, 2026 · OTIS
• Logitech (LOGI) Q3 2026: Gross Margin Holds at 43.5% Amid Manufacturing Shift and B2B Surge
  January 28, 2026 · LOGI
• Greif (GEF) Q1 2026: EBITDA Margin Expands 260bps as Cost Actions Offset 5% Volume Decline
  January 28, 2026 · GEF
• WestBanco (WSBC) Q4 2025: Loan Portfolio Jumps 52% on Premier Acquisition, Margin Expansion Signals Further Upside
  January 28, 2026 · WSBC
• PPG (PPG) Q4 2025: Aerospace Sales Jump Double Digits, Offsetting Auto Refinish Drag
  January 28, 2026 · PPG
• Bridgewater Bancshares (BWB) Q4 2025: Net Interest Margin Expands 12bps, Accelerating Path to 3% Target
  January 28, 2026 · BWB
• Texas Instruments (TXN) Q4 2025: Data Center Revenue Jumps 64%, Shifting Portfolio Mix
  January 28, 2026 · TXN
• ADP (ADP) Q2 2026: International Win Adds 75,000-Employee Client, Accelerating Global HCM Expansion
  January 28, 2026 · ADP
• Teva (TEVA) Q4 2025: Innovative Portfolio Jumps 35%, Accelerating Biopharma Transformation
  January 28, 2026 · TEVA
• Textron (TXT) Q4 2025: MV-75 Acceleration Drives $350M CapEx Pull-Forward, Reshaping Defense Profile
  January 28, 2026 · TXT
• AT&T (T) Q4 2025: Fiber Footprint Expands 25%, Accelerating Convergence and Margin Leverage
  January 28, 2026 · T
• PKG Q4 2025: Containerboard Shipments Up 17% as Demand Inflects, Integration Accelerates
  January 28, 2026 · PKG
• Corning (GLW) Q4 2025: Operating Margin Surges 390bps as Springboard Upgrade Targets $11B Sales Growth
  January 28, 2026 · GLW
• NAVI Q4 2025: $400M Expense Reduction Unlocks $2B in Future Cash Flow, Fuels 60% Origination Growth Target
  January 28, 2026 · NAVI
• New Oriental (EDU) Q2 2026: Operating Margin Rises 470bps as K-12 Growth Surpasses 20%
  January 28, 2026 · EDU
• GM (GM) Q4 2025: $7.6B EV Charges Reshape Cost Base, Margin Path Restored
  January 28, 2026 · GM
• Harmony Financial (HAFC) Q4 2025: Net Interest Margin Expands 37bps as Deposit Costs Fall
  January 28, 2026 · HAFC
• Seagate (STX) Q2 2026: Data Center Revenue Jumps 28% as Hammer Drives Propel Margin Expansion
  January 28, 2026 · STX
• Stride (LRN) Q2 2026: Career Learning Revenue Jumps 29% as Platform Stabilizes
  January 28, 2026 · LRN
• Nextracker (NXT) Q3 2026: U.S. Solar Revenue Jumps 63% as Platform Expansion Drives Record Backlog
  January 28, 2026 · NXT
• Manhattan Associates (MANH) Q4 2025: RPO Jumps 25% as Cloud Momentum and AI Upsell Fuel Outlook
  January 28, 2026 · MANH
• F5 (FFIV) Q1 2026: Systems Revenue Jumps 37% as AI and Hybrid Multi-Cloud Drive Expansion
  January 28, 2026 · FFIV
• Northeast Bank (NBN) Q2 2026: Loan Portfolio Surges $700M, Setting Stage for NIM Rebound
  January 27, 2026 · NBN
• HomeBank Corp (HBCP) Q4 2025: Deposit Growth Up 7% Anchors Balance Sheet for Rate Cut Cycle
  January 27, 2026 · HBCP
• CAC Q4 2025: Net Interest Margin Expands 13bps as Deposit Costs Ease
  January 27, 2026 · CAC
• Alexandria Real Estate (ARE) Q4 2025: $1.5B Dispositions Anchor Balance Sheet Reset Amid 8.5% NOI Headwind
  January 27, 2026 · ARE
• World Acceptance (WRLD) Q3 2026: New Customer Ledger Up 25%, Signaling Credit Expansion Pivot
  January 27, 2026 · WRLD
• Five Star Bancorp (FSBC) Q4 2025: Core Deposits Surge 25%, Funding Organic Loan Growth Ambitions
  January 27, 2026 · FSBC
• WSFS (WSFS) Q4 2025: Buybacks Top $288M as Fee Revenue and Deposit Growth Drive Double-Digit Core EPS
  January 27, 2026 · WSFS
• Hope Bancorp (HOPE) Q4 2025: Net Income Jumps 42% on Fee Growth and Deposit Cost Discipline
  January 27, 2026 · HOPE
• Western Alliance (WAL) Q4 2025: Fee Income Jumps 77% as Specialty Deposits Drive Margin Tailwind
  January 27, 2026 · WAL
• Sysco (SYY) Q2 2026: International Operating Income Jumps 26%, Underscoring Portfolio Diversification
  January 27, 2026 · SYY
• RTX (RTX) Q4 2025: $268B Backlog Powers 23% Surge, Multi-Year Defense Ramp Locks In Visibility
  January 27, 2026 · RTX
• FSUN Q4 2025: Net Interest Margin Climbs to 4.18% as Fee Revenue Diversifies
  January 27, 2026 · FSUN
• Triumph Financial (TFIN) Q4 2025: Payments Fee Monetization Climbs to 38% as Margin Expansion Accelerates
  January 27, 2026 · TFIN