Latest Earnings Analysis

• AGNC (AGNC) Q4 2025: Book Value Rises 4% in January as Spread Stability Anchors Dividend Coverage
  January 27, 2026 · AGNC
• Enterprise Financial Services (EFSC) Q4 2025: Deposit Base Climbs 11% as Core Margin Defends at 4.2%
  January 27, 2026 · EFSC
• Crane (CR) Q4 2025: Acquisitions Lift 2026 EPS Guidance by 10%, Accelerating Portfolio Transformation
  January 27, 2026 · CR
• Boeing (BA) Q4 2025: $567B Backlog Anchors Multi-Year Recovery, Cash Flow Inflection in Sight
  January 27, 2026 · BA
• HCA (HCA) Q4 2025: $400M Resiliency Savings Offsets Exchange Headwinds, Margin Above 20%
  January 27, 2026 · HCA
• AIT Q2 2026: Engineered Solutions Orders Jump 10%, Signaling Backlog-Driven Growth Ahead
  January 27, 2026 · AIT
• Polaris (PII) Q4 2025: $400M Shipment-Driven Revenue Lift as Tariff Burden Reshapes Playbook
  January 27, 2026 · PII
• BPOP Q4 2025: Tangible Book Value Rises 21% as Capital Deployment Accelerates
  January 27, 2026 · BPOP
• Nucor (NUE) Q4 2025: Steel Mill Backlog Surges 40%, Signaling Demand-Led Upside
  January 27, 2026 · NUE
• Brown & Brown (BRO) Q4 2025: Accession Adds $1.8B Revenue, Margin Target Raised to 37%
  January 27, 2026 · BRO
• Graco (GGG) Q4 2025: Acquisitions Add $113M, Driving 8% Revenue Growth and Margin Leverage
  January 27, 2026 · GGG
• UPS (UPS) Q4 2025: Amazon Volume Down 1M Daily, Unlocking $3.5B in Network Savings
  January 27, 2026 · UPS
• UnitedHealth Group (UNH) Q4 2025: OptumRx Wins 800 New Clients as Margin Recovery Drives Strategic Reset
  January 27, 2026 · UNH
• CBU Q4 2025: Net Interest Income Rises 11%, Driving Diversified Earnings Expansion
  January 27, 2026 · CBU
• JetBlue (JBLU) Q4 2025: JetForward Delivers $305M EBIT, Unlocking 3.5% RASM Growth Path
  January 27, 2026 · JBLU
• PCAR Q4 2025: Section 232 Tariff Shift Drives Margin Recovery and Market Share Opportunity
  January 27, 2026 · PCAR
• NBTB Q4 2025: Net Interest Margin Climbs 36 bps as Evans Merger Diversifies Revenue
  January 27, 2026 · NBTB
• Invesco (IVZ) Q4 2025: Operating Margin Expands 270bps as Strategic Refocus Drives $80B Inflows
  January 27, 2026 · IVZ
• Northwest Bancshares (NWBI) Q4 2025: Net Interest Margin Climbs to 3.69% as Integration Drives Operating Leverage
  January 27, 2026 · NWBI
• FRBA Q4 2025: Net Interest Margin Expands 20bps, Offsetting Loan Payoff Drag
  January 27, 2026 · FRBA
• RTX (RTX) Q4 2025: Backlog Surges 23% to $268B, Driving Multi-Year Growth Visibility
  January 27, 2026 · RTX
• Commvault (CVLT) Q3 2026: SaaS ARR Jumps 40% as Unity Platform Drives Hybrid Resilience Shift
  January 27, 2026 · CVLT
• Synchrony Financial (SYF) Q4 2025: Dual and Co-Brand Card Volume Jumps 16% as Multi-Product Strategy Drives Growth
  January 27, 2026 · SYF
• First Merchants (FRME) Q4 2025: Loan Growth Hits 7.3%, First Savings Deal Expands Midwest Reach
  January 27, 2026 · FRME
• NextEra Energy (NEE) Q4 2025: 13.5 GW Backlog Surge Anchors Decade-Long Growth Visibility
  January 27, 2026 · NEE
• Union Pacific (UNP) Q4 2025: Operating Ratio Improves 60bps as Productivity Offsets Pricing Headwinds
  January 27, 2026 · UNP
• Roper Technologies (ROP) Q4 2025: $3.3B Deployed in Vertical Software M&A as Organic Growth Remains Cautious
  January 27, 2026 · ROP
• American Airlines (AAL) Q4 2025: Premium Seat Growth to Outpace Main Cabin by 2x, Shifting Revenue Mix
  January 27, 2026 · AAL
• FBP Q4 2025: Dividend Hiked 11% as Capital Return Nears 100% of Earnings
  January 27, 2026 · FBP
• Northrop Grumman (NOC) Q4 2025: Backlog Surges to $96B, Setting Stage for Multi-Year Growth
  January 27, 2026 · NOC
• Kimberly-Clark (KMB) Q4 2025: Club Channel Loss to Weigh 60bps on 2026 Growth, Margin Expansion Still in Play
  January 27, 2026 · KMB
• WR Berkeley (WRB) Q4 2025: Capital Return Tops $970M as Underwriting Margin Holds Firm
  January 27, 2026 · WRB
• Sanmina (SANM) Q1 2026: IMS Revenue Surges 72% on ZT Systems Integration, Margin Expansion in Focus
  January 27, 2026 · SANM
• South Plains Financial (SPFI) Q4 2025: Houston Loans Set to Top $1B, Accelerating Texas Expansion
  January 27, 2026 · SPFI
• Agilysys (AGYS) Q3 2026: Subscription Revenue Climbs 23%, Reinforcing Cloud Ecosystem Edge
  January 27, 2026 · AGYS
• Bank of Hawaii (BOH) Q4 2025: Net Interest Margin Expands to 2.61% as Deposit Mix Tailwinds Persist
  January 26, 2026 · BOH
• BMRC Q4 2025: Balance Sheet Restructure Drives 31% Pre-Tax, Pre-Provision Earnings Lift
  January 26, 2026 · BMRC
• Dynex Capital (DX) Q4 2025: Equity Base Triples, Scale Unlocks Resilient Income Amid Policy Tailwinds
  January 26, 2026 · DX
• Steel Dynamics (STLD) Q4 2025: Aluminum Ramp Targets 90% Utilization, Unlocking $1.4B EBITDA Growth
  January 26, 2026 · STLD
• United Airlines (UAL) Q4 2025: Premium Revenue Jumps 12% as Brand Loyalty Anchors Margin Expansion
  January 26, 2026 · UAL
• Ryanair (RYAAY) Q3 2026: Fuel Hedge Locks In 10% Cost Savings, Powering FY27 Margin Upside
  January 26, 2026 · RYAAY
• Cathay General Bancorp (CATY) Q4 2025: Net Income Jumps 17% on Lower Provisions and Deposit Growth
  January 24, 2026 · CATY
• Alaska Air Group (ALK) Q4 2025: Premium Revenue Hits 36% of Sales as Loyalty and International Drive Outperformance
  January 23, 2026 · ALK
• First Western Financial (MYFW) Q4 2025: NIM Expands 17bps as Deposit Growth and Loan Repricing Drive Margin Recovery
  January 23, 2026 · MYFW
• Glacier Bancorp (GBCI) Q4 2025: $4.7B Acquisition Year Drives 26% Net Income Surge, Margin Expansion Ahead
  January 23, 2026 · GBCI
• Cohen & Steers (CNS) Q4 2025: Net Inflows Hit $1.2B as Real Asset Rotation Accelerates
  January 23, 2026 · CNS
• USCB (USCB) Q4 2025: NIM Expands 13bps as Deposit Mix and Loan Growth Reposition Earnings Power
  January 23, 2026 · USCB
• Byline (BY) Q4 2025: Dividend Jumps 20% as Net Interest Margin Hits 4.35%
  January 23, 2026 · BY
• SLB (SLB) Q4 2025: Digital Revenue Jumps 25% as Platform Strategy Drives Margin Expansion
  January 23, 2026 · SLB
• OceanFirst (OCFC) Q4 2025: C&I Loans Up 42% as Deposit Mix Shifts, Flushing Merger Sets 2026 Catalyst
  January 23, 2026 · OCFC