Latest Earnings Analysis

• Ark Restaurants (ARKR) Q4 2025: Florida Revenue Down 7%, Meadowlands Casino Remains Key Wildcard
  December 16, 2025 · ARKR
• Duluth Holdings (DLTH) Q3 2025: Gross Margin Expands 150bps as Promotions Halved, Inventory Down 17%
  December 16, 2025 · DLTH
• Organigram (OGI) Q4 2025: International Sales Jump 171% as Margin Expansion Accelerates
  December 16, 2025 · OGI
• Ocean Power Technologies (OPTT) Q2 2026: Pipeline Expands by $53M as Defense Demand Accelerates
  December 15, 2025 · OPTT
• Bentley Systems (BSY) Q3 2025: Subscription Revenue Hits 92% as AI-Driven Platform Shift Accelerates
  December 14, 2025 · BSY
• Live Ventures (LIVE) Q4 2025: Gross Margin Rises 210bps as Cost Discipline Offsets Revenue Decline
  December 12, 2025 · LIVE
• RH (RH) Q3 2025: Paris Gallery Drives 62% Demand Ramp Despite Tariff Headwinds
  December 12, 2025 · RH
• Destination XL Group (DXLG) Q3 2025: $25M Synergy Target Anchors Full Beauty Merger Play
  December 12, 2025 · DXLG
• Broadcom (AVGO) Q4 2025: $73B AI Backlog Signals Accelerating System Demand Through 2026
  December 12, 2025 · AVGO
• Quantix (NX) Q4 2025: Free Cash Flow Doubles, But 18% Revenue Drop Looms in Q1
  December 12, 2025 · NX
• Johnson Outdoors (JOUT) Q4 2025: Gross Margin Expands 120bps as Innovation and Cost Discipline Take Hold
  December 12, 2025 · JOUT
• Costco (COST) Q1 2026: Digital Comps Up 20.5% as Personalization and AI Fuel Member Engagement
  December 12, 2025 · COST
• MITK Q4 2025: SaaS Mix Hits 43% as Fraud and Identity Revenue Jumps 15%
  December 12, 2025 · MITK
• Frequency Electronics (FEIM) Q2 2026: Backlog Hits $82M, Multi-Year Defense and Space Tailwind Builds
  December 12, 2025 · FEIM
• Nordson (NDSN) Q4 2025: Medical Margins Jump 380bps as Portfolio Shift Drives Profitability
  December 12, 2025 · NDSN
• Comtech (CMTL) Q1 2026: Gross Margin Soars 153%, Marking Inflection Toward Higher-Margin Growth
  December 12, 2025 · CMTL
• Imperial Petroleum (IMPP) Q3 2025: Fleet Days Surge 36%, Dry Bulk Integration Lifts Core Earnings
  December 12, 2025 · IMPP
• Kestra (KMTS) Q2 2026: Gross Margin Surges to 50.6% as Clinical Evidence Drives Market Expansion
  December 12, 2025 · KMTS
• Lululemon (LULU) Q3 2025: China Grows 46% as U.S. Sales Slide, Margin Pressure Intensifies
  December 12, 2025 · LULU
• Ciena (CIEN) Q4 2025: Backlog Surges to $5B as AI-Driven Network Demand Redefines Growth Outlook
  December 11, 2025 · CIEN
• Hooker Furnishings (HOFT) Q3 2026: Discontinued Ops Drag $11.3M, Core Margins Expand on Brand Focus
  December 11, 2025 · HOFT
• Vera Bradley (VRA) Q3 2026: Direct Segment Decline Narrows to 5.3% as Project Sunshine Drives Early Wins
  December 11, 2025 · VRA
• CULP (CULP) Q2 2026: $20M Cost Actions Drive Margin Leverage Ahead of Demand Recovery
  December 11, 2025 · CULP
• Lovesac (LOVE) Q3 2026: Snug Platform Drives 126% Category Growth Amid Margin Compression
  December 11, 2025 · LOVE
• DLH (DLHC) Q4 2025: $23M Debt Reduction Anchors Strategic Tech Pivot Amid Revenue Reset
  December 11, 2025 · DLHC
• Planet Labs (PL) Q3 2026: Backlog Surges 216% as Defense and AI Wins Drive Visibility
  December 11, 2025 · PL
• Oil-Dri (ODC) Q1 2026: Net Cash Position and 29.5% Margin Signal Strategic Flex for Second-Half Upside
  December 11, 2025 · ODC
• Synopsys (SNPS) Q4 2025: Backlog Surges to $11.4B as ANSYS Drives Double-Digit Growth Outlook
  December 11, 2025 · SNPS
• Skillsoft (SKIL) Q3 2026: GK Drives 73% of Revenue Decline, Reshaping Portfolio for Platform Growth
  December 11, 2025 · SKIL
• Adobe (ADBE) Q4 2025: Generative Credit Usage Triples, Fueling AI Monetization Inflection
  December 11, 2025 · ADBE
• Oxford Industries (OXM) Q3 2025: Tariff Impact Drives $25M Margin Hit, Resets 2026 Profit Focus
  December 11, 2025 · OXM
• Amtech Systems (ASYS) Q4 2025: AI Equipment Drives 30% Segment Mix Shift, Operating Leverage Emerges
  December 11, 2025 · ASYS
• Daktronics (DAKT) Q2 2026: Backlog Climbs 36%, Securing Multi-Quarter Revenue Tailwind
  December 11, 2025 · DAKT
• Vail Resorts (MTN) Q1 2026: Passholders Reach 2.3M, Locking in 74% of Visits
  December 11, 2025 · MTN
• Chewy (CHWY) Q3 2025: Autoship Penetration Hits 84%, Reinforcing Durable Margin Expansion
  December 11, 2025 · CHWY
• UEC (UEC) Q1 2026: Six New Header Houses Signal Production Step-Change and Multi-Asset Ramp
  December 10, 2025 · UEC
• VersaBank (VBNK) Q4 2025: US RPP Assets Jump 67% as Cross-Border Expansion Accelerates
  December 10, 2025 · VBNK
• MOMO Q3 2025: Overseas Revenue Surges 69% as Domestic Headwinds Weigh on Margins
  December 10, 2025 · MOMO
• LAKE Q3 2026: Gross Margin Drops 10 Points as Tender Delays and Tariffs Squeeze Profitability
  December 10, 2025 · LAKE
• CogNight (CGNT) Q3 2026: Software Revenue Jumps 40% as Margin Expansion Outpaces Top Line
  December 10, 2025 · CGNT
• REV Group (REVG) Q4 2025: Specialty Vehicle Backlog Climbs 5.3% as Integration with Terex Advances
  December 10, 2025 · REVG
• MIND (MIND) Q3 2026: Aftermarket Revenues Reach 64% of Total, Anchoring Margin Stability Amid Order Lull
  December 10, 2025 · MIND
• AstroNova (ALOT) Q3 2026: Aerospace Orders Jump 24% as Margin Tailwinds Build
  December 10, 2025 · ALOT
• Photronics (PLAB) Q4 2025: High-End IC Revenue Climbs to 42% of Segment, Driving Margin Upside
  December 10, 2025 · PLAB
• Casey's (CASY) Q2 2026: Inside Sales Jump 13% as Store Traffic and Margin Mix Drive Outperformance
  December 10, 2025 · CASY
• J.Jill (JILL) Q3 2025: Direct Channel Climbs 2% as Store Traffic Softens and Promotions Intensify
  December 10, 2025 · JILL
• EVI Industries (EVI) Q1 2026: Gross Margin Climbs to 31.3% as Tech and M&A Integration Drive Scale
  December 10, 2025 · EVI
• Korn Ferry (KFY) Q2 2026: RPO Backlog Jumps 20% as Integrated Talent Suite Drives Cross-Sell
  December 10, 2025 · KFY
• Dave & Buster’s (PLAY) Q3 2025: Remodels Deliver 700bps Margin Upside Amid Menu and Game Revamp
  December 10, 2025 · PLAY
• American Outdoor Brands (AOUT) Q2 2026: Tariff-Driven Inventory Swells $12.4M as Retailer POS Climbs
  December 10, 2025 · AOUT