Latest Earnings Analysis

• State Street (STT) Q4 2025: Private Markets Fee Share Rises to 10%, Anchoring Strategic Expansion
  January 16, 2026 · STT
• Regions Financial (RF) Q1 2026: Tech Spend Rises to 12% of Revenue, Amplifying Core Modernization Push
  January 16, 2026 · RF
• Regions Financial (RF) Q4 2025: Technology Spend Rises to 12% of Revenue as Core Modernization Accelerates
  January 16, 2026 · RF
• PNC (PNC) Q4 2025: First Bank Acquisition Drives 11% Revenue Growth Outlook for 2026
  January 16, 2026 · PNC
• M&T Bank (MTB) Q4 2025: Fee Income Hits $2.7B, Driving Mix Shift and Capital Flexibility
  January 16, 2026 · MTB
• PNC (PNC) Q4 2025: First Bank Acquisition Drives 14% NII Growth Outlook for 2026
  January 16, 2026 · PNC
• JBHT Q4 2025: $100M Cost Savings Run Rate Builds Margin Foundation Amid Freight Market Fragility
  January 16, 2026 · JBHT
• Insteel Industries (IIIN) Q1 2026: Average Selling Prices Jump 18.8% as Wire Rod Supply Tightens
  January 15, 2026 · IIIN
• Home BancShares (HOMB) Q4 2025: Efficiency Ratio Drops Below 40 as Margin Discipline Drives Outperformance
  January 15, 2026 · HOMB
• Goldman Sachs (GS) Q4 2025: Advisory Backlog Hits 4-Year High, Unlocking M&A Flywheel
  January 15, 2026 · GS
• Loop Industries (LOOP) Q3 2026: Nike Contract Secures Anchor Demand as Textile-to-Textile Premiums Rise
  January 15, 2026 · LOOP
• HB Fuller (FUL) Q4 2025: EBITDA Margin Jumps 290bps as Portfolio Shift and Cost Actions Take Hold
  January 15, 2026 · FUL
• BSVN Q4 2025: Loan Payoffs Hit $25M Monthly as Deposit Competition Intensifies
  January 15, 2026 · BSVN
• First Horizon (FHN) Q4 2025: $894M Buybacks Underscore Capital Return Shift as Loan Growth Outpaces Peers
  January 15, 2026 · FHN
• Morgan Stanley (MS) Q4 2025: Wealth Margins Top 31% as Fee-Based Flows Accelerate
  January 15, 2026 · MS
• TSMC (TSM) Q4 2025: AI Revenue Nears 10% as U.S. Expansion Accelerates
  January 15, 2026 · TSM
• Compass Diversified (CODI) Q3 2025: $155M Lugano Loss Drives Portfolio Reset and Deleveraging Focus
  January 15, 2026 · CODI
• RF Industries (RFIL) Q4 2025: Non-Telecom Revenue Climbs to 50%, Securing Diversification Tailwind
  January 15, 2026 · RFIL
• Citi (C) Q4 2025: $13B Buybacks Signal Capital Return Acceleration Amid 7% Revenue Growth
  January 15, 2026 · C
• Wells Fargo (WFC) Q4 2025: Asset Base Up 11% as Post-Cap Expansion Drives Broad-Based Loan Growth
  January 14, 2026 · WFC
• Horizon Aircraft (HOVR) Q2 2026: R&D Spend Surges 2x as X7 Prototype Enters Build Phase
  January 14, 2026 · HOVR
• Bank of America (BAC) Q4 2025: Operating Leverage Expands 330bps as Loan Growth Outpaces Peers
  January 14, 2026 · BAC
• Park Aerospace (PKE) Q3 2026: $50M Plant Expansion Doubles Capacity for Missile and Jet Engine Surge
  January 14, 2026 · PKE
• Infosys (INFY) Q3 2026: $4.8B Large Deal Wins Signal AI-Led Pipeline Acceleration
  January 14, 2026 · INFY
• BBCP Q4 2025: $22M Fleet Capex Pull-Forward Signals Proactive Regulatory Positioning
  January 14, 2026 · BBCP
• Concentrix (CNXC) Q4 2025: AI Platform Hits $60M Run Rate, Accelerating High-Value Revenue Mix
  January 13, 2026 · CNXC
• Delta Air Lines (DAL) Q4 2025: Premium Revenue Mix Hits 60%, Driving Margin Expansion Path
  January 13, 2026 · DAL
• SIFY (SIFY) Q3 2025: Data Center Capacity Sold Reaches 127MW as AI Workloads Drive Expansion
  January 13, 2026 · SIFY
• JPMorgan Chase (JPM) Q4 2025: Expense Guide Jumps $9B as Strategic Investment Cycle Accelerates
  January 13, 2026 · JPM
• PureCycle (PCYO) Q1 2026: Land Segment Drives 37% of Full-Year Guidance in Early Upside
  January 12, 2026 · PCYO
• Global Mophie (GMM) Q4 2025: 35% Revenue Surge Anchored by AI-Native Platform Shift
  January 09, 2026 · GMM
• PriceSmart (PSMT) Q1 2026: Platinum Memberships Jump to 19.3%, Powering Loyalty and Margin Expansion
  January 09, 2026 · PSMT
• Aehr (AEHR) Q2 2026: AI Burn-In Bookings Set Up $80M Surge, Diversifying Beyond EV Slowdown
  January 09, 2026 · AEHR
• Greenbrier (GBX) Q1 2026: $895M Liquidity and 15% Margins Signal Cycle Resilience
  January 09, 2026 · GBX
• Simulations Plus (SLP) Q1 2026: Services Backlog Jumps 18% as Biotech Spend Rebounds
  January 09, 2026 · SLP
• WD-40 (WDFC) Q1 2026: Gross Margin Expands 140 bps as Premiumization and Supply Chain Initiatives Take Hold
  January 09, 2026 · WDFC
• CMC (CMC) Q1 2026: Core EBITDA Jumps 52% as TAG and Precast Acquisitions Expand Margin Runway
  January 08, 2026 · CMC
• Simply Good Foods (SMPL) Q1 2026: 7% Share Buyback Underscores Margin Rebuild Amid Cocoa and Tariff Pressures
  January 08, 2026 · SMPL
• AZZ (AZZ) Q3 2026: Metal Coatings Up 15.7% as Infrastructure and Data Center Demand Reshapes Growth Mix
  January 08, 2026 · AZZ
• Constellation Brands (STZ) Q3 2026: Aluminum Tariffs and CapEx Drive Margin Compression as Pacifico Gains Share
  January 08, 2026 · STZ
• RPM (RPM) Q2 2026: $100M SG&A Realignment Targets Margin Reset Amid Volatile Demand
  January 08, 2026 · RPM
• Richardson Electronics (RELL) Q2 2026: GES Sales Jump 39% as Green Energy Drives Strategic Shift
  January 08, 2026 · RELL
• Lindsay (LNN) Q1 2026: International Irrigation Surpasses 50% of Segment Revenue, Offsetting North America Weakness
  January 08, 2026 · LNN
• Saratoga Investment (SAR) Q3 2026: Originations Outpace Repayments by $17M as Deal Flow Accelerates
  January 08, 2026 · SAR
• TD SYNNEX (SNX) Q4 2025: Hive Surges 50% as Cloud and AI Infrastructure Drive Portfolio Shift
  January 08, 2026 · SNX
• Helen of Troy (HELE) Q3 2026: Tariff Impact Rises to $55M, Forcing Shift to Revenue-Led Recovery
  January 08, 2026 · HELE
• NTIC (NTIC) Q1 2026: Oil & Gas Sales Surge 58% as Brazil Contract Expands Growth Platform
  January 08, 2026 · NTIC
• Acuity Brands (AYI) Q1 2026: AIS Sales Jump $184M, Lighting Margin Holds Amid Tepid Market
  January 08, 2026 · AYI
• Neogen (NEOG) Q2 2026: EBITDA Margin Jumps 470bps as Cost Actions Take Hold
  January 08, 2026 · NEOG
• RGP (RGP) Q2 2026: SG&A Cuts Drive 15% Expense Drop as Consulting Margins Compress
  January 08, 2026 · RGP