Latest Earnings Analysis

• Independent Bank Corp (INDB) Q4 2025: Net Interest Margin Rises 15bps as Deposit Costs Decline
  January 23, 2026 · INDB
• SSB Q4 2025: EPS Jumps 30% on Integration, Loan Production Surges 16% in Texas and Colorado
  January 23, 2026 · SSB
• EBC Q4 2025: CET1 Ratio Drops to 13.2% as Buybacks and Organic Growth Drive Capital Deployment
  January 23, 2026 · EBC
• Customers Bancorp (CUBI) Q4 2025: $2 Trillion QBICS Payments Volume Signals Network Effect Moat
  January 23, 2026 · CUBI
• Webster Financial (WBS) Q4 2025: Deposit Costs Drop to 1.91% as Funding Profile Strengthens
  January 23, 2026 · WBS
• Amerant Bancorp (AMTB) Q4 2025: Non-Interest Expense Climbs $28.9M as Restructuring Accelerates Cost Reset
  January 23, 2026 · AMTB
• Booz Allen (BAH) Q3 2026: $150M Cost Reset Powers Margin Expansion Amid Civil Downturn
  January 23, 2026 · BAH
• First Citizens (FCNCA) Q4 2025: $3.2B Global Fund Banking Loan Surge Signals Innovation Economy Tailwind
  January 23, 2026 · FCNCA
• GE Aerospace (GE) Q4 2025: Orders Surge 74% as $190B Backlog Extends Growth Visibility
  January 23, 2026 · GE
• SLM Q4 2025: $4.5B PLUS Reform Upside Drives Asset-Light Fee Model Pivot
  January 23, 2026 · SLM
• Intuitive Surgical (ISRG) Q4 2025: Da Vinci 5 Drives 87% Single-Port Growth, Expanding Global Adoption
  January 23, 2026 · ISRG
• ASB Q4 2025: C&I Loans Up $1.2B, Accelerating Metro Market Expansion
  January 23, 2026 · ASB
• Southern Missouri Bancorp (SMBC) Q2 2026: Net Interest Margin Holds at 3.57% as Deposit Costs Ease
  January 23, 2026 · SMBC
• Columbia Banking System (COLB) Q4 2025: Net Interest Margin Expands 22bp, Unlocking Post-Merger Profitability
  January 23, 2026 · COLB
• Fulton Financial (FULT) Q4 2025: Deposit Openings Surge 25% as Fee Income Diversifies
  January 23, 2026 · FULT
• East West Bancorp (EWBC) Q4 2025: Dividend Jumps 33% as Fee Income and Deposit Growth Outperform
  January 23, 2026 · EWBC
• Capital One (COF) Q4 2025: Discover Integration Drives 39% Card Volume Surge, Brex Adds New Growth Platform
  January 23, 2026 · COF
• Alcoa (AA) Q4 2025: Aluminum Segment Jumps 21% on Premium Pricing and Record Smelter Output
  January 23, 2026 · AA
• Heritage Financial (HFWA) Q4 2025: Net Interest Margin Expands to 3.72% as Deposit Costs Fall
  January 23, 2026 · HFWA
• Intel (INTC) Q4 2025: Data Center Revenue Jumps 15% as AI Supply Constraints Cap Upside
  January 23, 2026 · INTC
• Freeport-McMoRan (FCX) Q4 2025: U.S. Copper Output Up 5%, Leach Scale Drives Margin Ambition
  January 23, 2026 · FCX
• CSX (CSX) Q4 2025: $150M Cost Actions Set Stage for 200–300bps Margin Expansion in 2026
  January 23, 2026 · CSX
• Old Republic (ORI) Q4 2025: Specialty Insurance Premiums Top $5 Billion as Rate Hikes Offset Loss Trend
  January 22, 2026 · ORI
• Great Southern Bancorp (GSBC) Q4 2025: Loan Portfolio Down 7%, Margin Expands Despite Payoff Drag
  January 22, 2026 · GSBC
• BANC Q4 2025: Loan Commitments Jump 90%, Setting Up 2026 Earnings Expansion
  January 22, 2026 · BANC
• Norwood Financial (NWFL) Q4 2025: Net Interest Income Jumps 62% on Presence Bank Acquisition and Portfolio Shift
  January 22, 2026 · NWFL
• OFG (OFG) Q4 2025: Commercial Loans Climb 5%, Digital-First Push Drives Deposit Growth
  January 22, 2026 · OFG
• Eagle Bancorp (EGBN) Q4 2025: CRE Concentration Ratio Falls to 322% as Risk Profile Improves
  January 22, 2026 · EGBN
• Texas Capital Bancshares (TCBI) Q4 2025: Fee Income Surges 24% as Platform Shifts to Scale
  January 22, 2026 · TCBI
• Amalgamated Financial (AMAL) Q4 2025: Political Deposits Surge $287M, Fueling Mission-Aligned Growth Ahead of Election
  January 22, 2026 · AMAL
• Independent Bank (IBCP) Q4 2025: Commercial Loans Up 14%, Margin Expansion Signals Asset Re-Mix Payoff
  January 22, 2026 · IBCP
• STBA Q4 2025: $100M Buyback Authorization Signals Capital Strength as Deposit Growth Funds Expansion
  January 22, 2026 · STBA
• Horizon Bancorp (HBNC) Q4 2025: Net Interest Margin Climbs to 4.29%, Locking in Peer-Leading Profitability
  January 22, 2026 · HBNC
• CVBF Q4 2025: Net Interest Income Climbs 11% as Loan Growth, Merger Momentum Set Stage for 2026
  January 22, 2026 · CVBF
• Third Coast Bank (TCBX) Q4 2025: Loan Growth Hits $230M, Keystone Merger to Create $6B Platform
  January 22, 2026 · TCBX
• NOVA Gold (NG) Q4 2025: Donlin Budget Jumps to $78.8M as Feasibility Study Advances
  January 22, 2026 · NG
• RLI (RLI) Q4 2025: Book Value Soars 33% as Underwriting Discipline Trumps Premium Growth
  January 22, 2026 · RLI
• LYTS Q2 2026: Lighting Sales Jump 15% as Backlog and Cross-Sell Momentum Build
  January 22, 2026 · LYTS
• Banner (BANR) Q4 2025: Core Revenue Up 8% as Deposit Base Anchors Margin Stability
  January 22, 2026 · BANR
• Mobileye (MBLY) Q4 2025: IQ Volume Surges 19% in Q1 Guide, Advanced ADAS Pipeline Accelerates
  January 22, 2026 · MBLY
• FB Financial (FBK) Q4 2025: Loan Portfolio Jumps 29% as Acquisition and Talent Drive Expansion
  January 22, 2026 · FBK
• CACI (CACI) Q2 2026: Technology Portfolio Hits 60% of Revenue, Margin Expansion Signals Model Shift
  January 22, 2026 · CACI
• Abbott (ABT) Q4 2025: Medical Device Growth Hits 10.5% as Nutrition Recalibration Weighs on Outlook
  January 22, 2026 · ABT
• Live Oak Bancshares (LOB) Q4 2025: Loan Production Climbs 17% as Deposit Franchise Deepens
  January 22, 2026 · LOB
• TrustCo Bank (TRST) Q4 2025: Net Income Jumps 38% as Loan Growth and Margin Expansion Drive Outperformance
  January 22, 2026 · TRST
• McCormick (MKC) Q4 2025: Mexico Acquisition Adds 11% to Sales, Margin Recovery in Focus
  January 22, 2026 · MKC
• Northern Trust (NTRS) Q4 2025: Operating Leverage Tops 200bps as AI-Driven Productivity Reshapes Cost Base
  January 22, 2026 · NTRS
• Procter & Gamble (PG) Q2 2026: Productivity Drives 270bps Margin Gain as U.S. Recovery Hinges on Execution
  January 22, 2026 · PG
• Pinnacle Financial Partners (PNFP) Q4 2025: 217 New Hires Fuel 9%–11% Loan Growth Outlook
  January 22, 2026 · PNFP
• Atlantic Union Bankshares (AUB) Q4 2025: Efficiency Ratio Drops to 47.8% as Sandy Spring Integration Drives Profitability
  January 22, 2026 · AUB