Latest Earnings Analysis

• Albertsons (ACI) Q3 2025: Digital Sales Jump 21% as AI, Loyalty, and Pharmacy Drive Structural Shift
  January 08, 2026 · ACI
• Kura Sushi (KRUS) Q1 2026: Tariffs Add 200bps to COGS, Margin Recovery Hinges on Pricing and Labor Leverage
  January 08, 2026 · KRUS
• Applied Digital (APLD) Q2 2026: Lease Revenues Begin as 600MW Pipeline Drives Multi-Year Expansion
  January 08, 2026 · APLD
• Unifirst (UNF) Q1 2026: Margin Falls to 7.4% as Growth Investments and Cost Pressures Weigh on Leverage
  January 08, 2026 · UNF
• FranklinCovey (FC) Q1 2026: North America Invoiced Amounts Up 7% as Go-to-Market Overhaul Fuels Turnaround
  January 08, 2026 · FC
• Apogee (APOG) Q3 2026: Aluminum Costs Jump 50%, Forcing Cost Reset and Margin Defense
  January 08, 2026 · APOG
• Cal-Maine Foods (CALM) Q2 2026: Specialty and Prepared Foods Hit 46% of Sales, Reshaping Earnings Mix
  January 08, 2026 · CALM
• MSC Industrial (MSM) Q1 2026: Tungsten-Driven Price Actions Push Price Mix Above 5% for Q2
  January 08, 2026 · MSM
• AIR (AIR) Q2 2026: Parts Supply Soars 29% as Two-Way Distribution Model Drives Share Gains
  January 07, 2026 · AIR
• AngioDynamics (ANGO) Q2 2026: MedTech Mix Hits 45% of Sales, Accelerating Margin Expansion
  January 06, 2026 · ANGO
• Limoneria (LMNR) Q4 2025: $10M SG&A Cut Reshapes Margin Profile Ahead of Avocado Expansion
  December 24, 2025 · LMNR
• Carnival (CUK) Q4 2025: Dividend Reinstated as Net Income Surges 60% on Yield and Cost Discipline
  December 22, 2025 · CUK
• BlackBerry (BB) Q3 2026: QNX Revenue Hits $68.7M Record, Embedded Expansion Accelerates
  December 22, 2025 · BB
• FedEx (FDX) Q2 2026: B2B Drives Nearly 50% of Revenue Growth as Network 2.0 Hits 24% Volume
  December 22, 2025 · FDX
• Paychex (PAYX) Q2 2026: Paycor Adds 17% Revenue Lift, But Macro Pressures Shift Guidance to Low End
  December 19, 2025 · PAYX
• Lamb Weston (LW) Q2 2026: 8% North America Volume Growth Offsets Price-Mix Drag, Guidance Holds
  December 19, 2025 · LW
• Winnebago (WGO) Q1 2026: Motorhome Margin Jumps 390bps as Product Refresh Drives Segment Upside
  December 19, 2025 · WGO
• Carnival (CCL) Q4 2025: Net Income Jumps 60% as Balance Sheet Hits Investment Grade
  December 19, 2025 · CCL
• Conagra Brands (CAG) Q2 2026: Project Catalyst and 7% Inflation Shape Margin Trajectory
  December 19, 2025 · CAG
• Nike (NKE) Q2 2026: $4B Classics Reset Drives Portfolio Shift, Margin Recovery Hinges on Execution
  December 19, 2025 · NKE
• LUXE (LUXE) Q1 2026: MyTheresa Drives 12% Growth as Transformation Cuts SG&A by 15 Million
  December 19, 2025 · LUXE
• OCC (OCC) Q4 2025: Gross Profit Margin Climbs to 30.9% as Data Center Expansion Looms
  December 19, 2025 · OCC
• KBH (KBH) Q4 2025: Built-to-Order Homes Reach 57% Mix, Setting Up Margin Recovery
  December 19, 2025 · KBH
• Mission Produce (AVO) Q4 2025: International Farming Sales Surge 97%, Unlocking Global Growth Leverage
  December 19, 2025 · AVO
• Scholastic (SCHL) Q2 2026: $400M Sale-Leaseback Unlocks Buyback Firepower Amid School Channel Strength
  December 19, 2025 · SCHL
• NanoNuclear (NNE) Q4 2025: Cash Position Surges to $580M as Kronos MMR Nears Key Licensing Milestones
  December 19, 2025 · NNE
• FuelCell Energy (FCEL) Q4 2025: Backlog Climbs to $1.19B as Data Center Pipeline Accelerates
  December 18, 2025 · FCEL
• CarMax (KMX) Q3 2026: $150M SG&A Reduction Target Signals Cost Discipline Amid Sales Slide
  December 18, 2025 · KMX
• GEE Group (JOB) Q4 2025: SG&A Down 13% as Cost Actions Offset Persistent Staffing Weakness
  December 18, 2025 · JOB
• Innovative AeroSystems (ISSC) Q4 2025: Backlog Rises to $77M, Signaling Multi-Year Demand Visibility
  December 18, 2025 · ISSC
• Cintas (CTAS) Q2 2026: Route-Based Margins Hit All-Time Highs as Vertical Focus Drives 14% Safety Growth
  December 18, 2025 · CTAS
• FactSet (FDS) Q1 2026: AI-Driven Solutions Fuel 45% Sequential Uptake, Accelerating Workflow Integration
  December 18, 2025 · FDS
• Accenture (ACN) Q1 2026: Advanced AI Bookings Double to $2.2B, Underpinning Broad-Based Demand Shift
  December 18, 2025 · ACN
• Worthington Steel (WS) Q2 2026: Direct Sales Reach 65% of Mix, Driving Margin Expansion
  December 18, 2025 · WS
• Darden Restaurants (DRI) Q2 2026: 4.3% Same-Restaurant Sales Growth Extends Industry Outperformance
  December 18, 2025 · DRI
• UXIN (UXIN) Q3 2026: Retail Volume Soars 134% as Superstore Expansion Accelerates Margin Gains
  December 18, 2025 · UXIN
• MillerKnoll (MLKN) Q2 2026: Retail Orders Jump 6% as Store Expansion Accelerates Brand Reach
  December 18, 2025 · MLKN
• Micron (MU) Q1 2026: HBM Revenue Fully Booked for 2026 as $20B CapEx Signals AI-Driven Supply Squeeze
  December 18, 2025 · MU
• Worthington Enterprises (WOR) Q2 2026: LSI Acquisition Adds $51M Revenue, Accelerates Niche Building Products Strategy
  December 17, 2025 · WOR
• TTC Q4 2025: AMP Cost Savings Target Raised to $125M as Underground and Golf Drive Margin Upside
  December 17, 2025 · TTC
• Lennar (LEN) Q4 2025: Inventory Down $8B, Margin Leverage Poised for Upside on Efficiency Gains
  December 17, 2025 · LEN
• Natuzzi (NTZ) Q3 2025: Natuzzi Italia Sales Up 18% as Margin Mix Shifts Amid Structural Reset
  December 17, 2025 · NTZ
• General Mills (GIS) Q2 2026: 90% of Price Investments Deliver Expected Volume, Underpinning Retail Rebound
  December 17, 2025 · GIS
• ABM (ABM) Q4 2025: WGN Star Acquisition Adds Mid-Teens Margin, Accelerates Semiconductor Expansion
  December 17, 2025 · ABM
• Spire Global (SPIR) Q3 2025: $200M Backlog Sets Stage for 30%+ Growth in 2026
  December 17, 2025 · SPIR
• Jabil (JBL) Q1 2026: AI Revenue Surges 35% as Cloud and Data Center Wins Expand Margin Leverage
  December 17, 2025 · JBL
• Champions Oncology (CSBR) Q2 2026: Gross Margin Expands to 52% as Radiolabeling and Data Platform Drive Leverage
  December 17, 2025 · CSBR
• CSPI (CSPI) Q4 2025: Service Revenue Jumps 63%, Pushing Margins to 37% High
  December 17, 2025 · CSPI
• ZEDGE (ZDGE) Q1 2026: Subscriptions Jump 54% as Marketplace Offsets Legacy Declines
  December 17, 2025 · ZDGE
• Pfizer (PFE) 2026 Guidance: $17B LOE Headwind Drives Margin Compression, Obesity Pipeline Anchors Post-2028 Growth
  December 17, 2025 · PFE