Latest Earnings Analysis

• 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
• Royal Bank of Canada (RY) Q4 2025: ROE Target Lifted to 17%+ as Operating Leverage Hits 8.5%
  December 04, 2025 · RY
• Kroger (KR) Q3 2025: E-Commerce Profitability to Add $400M as Hybrid Fulfillment Reshapes Strategy
  December 04, 2025 · KR
• Hormel Foods (HRL) Q4 2025: $633M Record Dividend Return as Margin Pressures Persist
  December 04, 2025 · HRL
• Tilly’s (TLYS) Q3 2025: Private Label Penetration Tops 40% Weekly, Margin Rebound Signals Merchandising Shift
  December 04, 2025 · TLYS
• MEI (MEI) Q2 2026: Data Center Revenue Doubles, Offsetting $100M EV Program Headwinds
  December 04, 2025 · MEI
• TIGR Q3 2025: Hong Kong Drives 35% of New Accounts as Client Assets Soar 49.7%
  December 04, 2025 · TIGR
• REX (REX) Q3 2025: Corn Oil Revenue Jumps 60% as Carbon Capture Investment Accelerates
  December 04, 2025 · REX
• SAIC (SAIC) Q3 2026: $100M Cost Reallocation Targets Margin Upside as Civil Headwinds Persist
  December 04, 2025 · SAIC
• Inotiv (NOTV) Q4 2025: DSA Awards Surge 61%, Backlog Conversion Hits Three-Year High
  December 04, 2025 · NOTV
• PSTG Q3 2026: Hyperscaler Shipments Surpass 2 Exabytes, Unlocking Multi-Model Margin Pathways
  December 04, 2025 · PSTG
• Donaldson (DCI) Q1 2026: Operating Margin Hits 15.5% as Power Gen and Aftermarket Drive Leverage
  December 04, 2025 · DCI
• Dollar General (DG) Q3 2025: Shrink Improvement Drives 107bps Gross Margin Expansion, Bolstering Long-Term Margin Path
  December 04, 2025 · DG
• Salesforce (CRM) Q3 2026: AgentForce ARR Jumps 330% as AI Adoption Drives Enterprise Expansion
  December 04, 2025 · CRM
• PVH (PVH) Q3 2025: Tariff Headwind Drives 210bps Gross Margin Decline, Brand Engine Remains Resilient
  December 04, 2025 · PVH
• Genesco (GCO) Q3 2026: Journeys 6% Comp Growth Offsets Margin Drag, SHU Headwinds Persist
  December 04, 2025 · GCO
• RGC Resources (RGCO) Q4 2025: Customer Additions Rise 11%, Rate Case and MVP Projects Set 2026 Tone
  December 04, 2025 · RGCO
• America’s Car-Mart (CRMT) Q2 2026: $31M Cost Cuts Reshape Platform as Credit Quality Rebuilds
  December 04, 2025 · CRMT
• Build-A-Bear (BBW) Q3 2025: Mini Beans Sales Jump 60%, Expanding Brand Reach Beyond Workshops
  December 04, 2025 · BBW
• Snowflake (SNOW) Q3 2026: AI Revenue Run Rate Hits $100M as 50% of Bookings Influenced by AI
  December 04, 2025 · SNOW