Latest Earnings Analysis

• Cracker Barrel (CBRL) Q1 2026: Traffic Declines Widen to 11% as Menu and Brand Reset Accelerates Cost Cuts
  December 10, 2025 · CBRL
• AeroVironment (AVAV) Q2 2026: $3.5B Contract Awards Signal Multi-Year Demand Surge
  December 10, 2025 · AVAV
• Academy Sports (ASO) Q3 2025: E-Commerce Jumps 22% as Store Openings Fuel Market Share Shift
  December 10, 2025 · ASO
• Braze (BRZE) Q3 2026: Large Customer Count Jumps 29% as AI-Driven Engagement Accelerates
  December 10, 2025 · BRZE
• Genesis (GNSS) Q4 2025: Revenue Soars 153% as Backlog Tops $60M, Hardware Margins Hit 50%
  December 10, 2025 · GNSS
• Star Group (SGU) Q4 2025: Heating Oil Volume Up 12% as Acquisitions Offset Attrition
  December 09, 2025 · SGU
• Ollie’s (OLLI) Q3 2025: 18% Store Growth Unlocks New Customer Surge and Margin Expansion
  December 09, 2025 · OLLI
• SailPoint (SAIL) Q3 2026: ARR Jumps 28% as Flex Licensing and Agent Security Fuel Expansion
  December 09, 2025 · SAIL
• Arqit (ARQQ) Q4 2025: Telecom Contract Win Drives Multi-Year Recurring Revenue Shift
  December 09, 2025 · ARQQ
• GIII Q3 2026: Donna Karan Grows 40% as Owned Brands Offset $700M PVH Decline
  December 09, 2025 · GIII
• Land’s End (LE) Q3 2025: Marketplace Sales Surge 34% as Licensing and Digital Drive Brand Relevance
  December 09, 2025 · LE
• Campbell Soup (CPB) Q1 2026: Tariffs Cut Margin 200bps, Snacks Recovery Hinges on Goldfish Turnaround
  December 09, 2025 · CPB
• Core & Main (CNM) Q3 2025: Gross Margin Climbs 60bps on Private Label, Cost Actions Signal Operating Leverage Ahead
  December 09, 2025 · CNM
• Designer Brands (DBI) Q3 2025: Gross Margin Expands 210bps as Strategic Brand Focus Drives Resilience
  December 09, 2025 · DBI
• Ferguson (FERG) Q1 2026: Non-Residential Revenue Jumps 12%, Offsetting Housing Drag
  December 09, 2025 · FERG
• AutoZone (AZO) Q1 2026: Commercial Sales Jump 14.5% as Store Expansion Accelerates
  December 09, 2025 · AZO
• Caleres (CAL) Q3 2025: Brand Portfolio Jumps 19% with Stuart Weitzman, Margin Reset in Focus
  December 09, 2025 · CAL
• Compass Minerals (CMP) Q4 2025: Net Debt Down 14% as Cost Reset Drives Margin Recovery
  December 09, 2025 · CMP
• Toll Brothers (TOL) Q4 2025: Spec Homes Reach 54% of Deliveries, Fueling Margin Stability Amid Affordability Headwinds
  December 09, 2025 · TOL
• Tim’s China (THCH) Q3 2025: Franchise Store Count Rises 25%, Unlocking New Channel Momentum
  December 09, 2025 · THCH
• Campbell Soup (CPB) Q1 2026: Tariffs Slash Gross Margin 200bps as Snacks Remain Under Pressure
  December 09, 2025 · CPB
• Freesia (PHR) Q3 2026: Adjusted EBITDA Margin Hits 24% as AccessOne Adds Provider Financing Growth Lever
  December 09, 2025 · PHR
• MAMA Q3 2026: Crown One Acquisition Drives 50% Revenue Surge, Unlocks Scale Advantage
  December 09, 2025 · MAMA
• Ooma (OOMA) Q3 2026: FluentStream Adds $24M Revenue, Scaling EBITDA Margin to 13%
  December 09, 2025 · OOMA
• 51Talk (COE) Q3 2025: Active Students Surpass 112,600 as Gross Billings Double
  December 08, 2025 · COE
• ServiceTitan (TTAN) Q3 2026: Pro Product Subscription Revenue Jumps 26% as AI-Led Platform Expansion Accelerates
  December 08, 2025 · TTAN
• TD (TD) Q4 2025: $170M AI Value Unlocks, Buyback Engine Returns $6B to Shareholders
  December 08, 2025 · TD
• CIBC (CM) Q4 2025: U.S. Capital Markets Revenue Jumps 48% as Cross-Border Strategy Scales
  December 08, 2025 · CM
• HealthEquity (HQY) Q3 2026: HSA Assets Surge $4.5B as Enhanced Digital Platform Drives Member Engagement
  December 08, 2025 · HQY
• Knott Offshore Partners (KNOP) Q3 2025: Charter Backlog Climbs to $963M as Market Tightens
  December 05, 2025 · KNOP
• Victoria’s Secret (VSCO) Q3 2025: Market Share Jumps 1% as Bra and Pink Intimates Revitalize Growth
  December 05, 2025 · VSCO
• Ulta Beauty (ULTA) Q3 2025: E-Commerce Grows Mid-Teens, Driving Channel Mix and Margin Dynamics
  December 05, 2025 · ULTA
• MNY Q3 2025: Adjusted EBITDA Loss Narrows 68% as High-Margin Mix and AI Reset Take Hold
  December 05, 2025 · MNY
• IDT (IDT) Q1 2026: Growth Segments Expand to 32% of Revenue, Accelerating Margin Shift
  December 05, 2025 · IDT
• Samsara (IOT) Q3 2026: $105M Net New ARR Fueled by 20% Emerging Product Mix
  December 05, 2025 · IOT
• SentinelOne (S) Q3 2026: Non-Endpoint Bookings Hit 50% as Platform Diversifies Beyond Core
  December 05, 2025 · S
• Fox Factory (CODI) Q1 2025: Tariff Exposure Pegged at $50M, Margin Resilience Emerges
  December 05, 2025 · CODI
• Domo (DOMO) Q3 2026: Consumption Contracts Hit 80% of ARR, Driving Durable Retention Gains
  December 05, 2025 · DOMO
• ChargePoint (CHPT) Q3 2026: Debt Down $172M, Europe and Product Mix Set Up Margin Upside
  December 05, 2025 · CHPT
• CooperCompanies (COO) Q4 2025: MyDay Private Label Surge Drives 5% Vision Growth as Strategic Review Advances
  December 05, 2025 · COO
• ZUMZ Q3 2025: Private Label Penetration Climbs to 31%, Fueling Margin Expansion and Multi-Year Highs
  December 05, 2025 · ZUMZ
• Sportsman’s Warehouse (SPWH) Q3 2025: Gross Margin Climbs 100bps as Inventory Discipline Offsets Promotional Drag
  December 05, 2025 · SPWH
• Argan (AGX) Q3 2026: Backlog Hits $3B as Gas Project Cycle Drives Margin Upside
  December 05, 2025 · AGX
• HPE (HPE) Q4 2025: Networking Revenue Soars 150% as Juniper Integration Reshapes Profit Mix
  December 05, 2025 · HPE
• DocuSign (DOCU) Q3 2026: IAM Customer Base Surges 140%, Accelerating Platform Shift
  December 05, 2025 · DOCU
• Stitch Fix (SFIX) Q1 2026: AOV Climbs 10% as GenAI and Brand Expansion Drive Share Gains
  December 05, 2025 · SFIX
• ServiceTitan (TTAN) Q3 2025: Pro Product Revenue Up 26% as AI-Led Automation Gains Traction
  December 05, 2025 · TTAN
• Brown-Forman (BF.B) Q2 2026: Used Barrel Sales Plunge 61%, Exposing Portfolio Headwind
  December 04, 2025 · BRO
• Wiley (WLY) Q2 2026: Research Margin Expands 220bps as AI Licensing Hits $35M YTD
  December 04, 2025 · WLY
• Hovnanian (HOV) Q4 2025: Incentives Climb to 12.2% of Sales Price as Margin Pressures Peak
  December 04, 2025 · HOV