Latest Earnings Analysis

• Annalay (NLY) Q2 2026: Residential Credit Securitizations Hit $14.2B, Powering Double-Digit Returns
  July 22, 2026 · NLY
• Western Alliance (WAL) Q2 2026: $3B Deposit Optimization Powers Buyback Pivot and Margin Discipline
  July 22, 2026 · WAL
• Orrstown Financial (ORRF) Q2 2026: Net Interest Margin Returns to 4% as Funding Mix Shifts
  July 22, 2026 · ORRF
• Alaska Air Group (ALK) Q2 2026: Premium Revenue Mix Hits 35% as Loyalty and Cargo Expansion Drive Strategic Reset
  July 22, 2026 · ALK
• Cal-Maine Foods (CALM) Q4 2026: Prepared Foods Capacity to Surge 60% by 2028 as Shell Egg Cycle Bottoms
  July 22, 2026 · CALM
• West Banco (WSBC) Q2 2026: Loan Pipeline Hits $2.3B, South Florida Drives Double-Digit Expansion
  July 22, 2026 · WSBC
• NCSM Q2 2026: Free Cash Flow Conversion Hits 62%, Margin Discipline Trumps Revenue Setbacks
  July 22, 2026 · NCSM
• KREF Q2 2026: Book Value Drops 13.7% as Strategic Review Signals Portfolio Reset
  July 22, 2026 · KREF
• Travel + Leisure (TNL) Q2 2026: 100,000 New Owners Added as Acquisitions Drive 10% Base Expansion
  July 22, 2026 · TNL
• Norwood Financial (NWFL) Q2 2026: Net Income Jumps 41% as Acquisition Synergy and Margin Expansion Accelerate Value Creation
  July 22, 2026 · NWFL
• TrustCo Bank (TRST) Q2 2026: Share Repurchases Reach 16% as Net Interest Margin Expands
  July 22, 2026 · TRST
• Neptune Insurance (NP) Q2 2026: AI-Driven Productivity Lifts Revenue Per Employee to $3M, Margin Expands 165bps
  July 22, 2026 · NP
• Bank OZK (OZK) Q2 2026: RESG Repayments Approach $3B, Accelerating Portfolio Diversification
  July 22, 2026 · OZK
• Otis (OTIS) Q2 2026: Service Modernization Backlog Climbs 26%, Fueling Multi-Year Growth Ramp
  July 22, 2026 · OTIS
• EQT (EQT) Q2 2026: Compression Projects Drive 90 BCFE Guidance Lift, Unlocking Structural Margin Upside
  July 22, 2026 · EQT
• Amerisafe (AMSF) Q2 2026: Premiums Earned Jump 11%, Audit Activity and Retention Drive Outperformance
  July 22, 2026 · AMSF
• PulteGroup (PHM) Q2 2026: Build-to-Order Orders Rise to 45%, Driving Spec Inventory Down 13%
  July 22, 2026 · PHM
• Old National Bancorp (ONB) Q2 2026: Loan Growth Jumps 8% Annualized, Driving Record Efficiency
  July 22, 2026 · ONB
• RPM (RPM) Q4 2026: Cash Flow Up 90% Since MAP Launch, Margin Expansion Anchors FY27 Outlook
  July 22, 2026 · RPM
• TE Connectivity (TEL) Q3 2026: Record $5.7B Orders Signal AI-Driven Backlog Surge Into FY27
  July 22, 2026 · TEL
• Metropolitan Commercial Bank (MCB) Q2 2026: $1B Loan Pipeline and 20% NII Growth Target Signal Strategic Expansion
  July 22, 2026 · MCB
• Range Resources (RRC) Q2 2026: Share Repurchases Reach $105M as Efficiency Unlocks Growth Trajectory
  July 22, 2026 · RRC
• Pegasystems (PEGA) Q2 2026: PegaCloud ACV Climbs to 57% of Total Amid AI-Driven Market Confusion
  July 22, 2026 · PEGA
• Moody’s (MCO) Q2 2026: 25% Ratings Revenue Surge Unlocks Multi-Year Capital Formation Tailwind
  July 22, 2026 · MCO
• Bridgewater Bancshares (BWB) Q2 2026: Net Interest Income Surges 21% Annualized as Margin Tops 3%
  July 22, 2026 · BWB
• Badger Meter (BMI) Q2 2026: Project Ramp Drives 9% Sequential Rebound, Margin Holds Amid Component Pressure
  July 22, 2026 · BMI
• Wabtec (WAB) Q2 2026: Backlog Surges 42% as Multi-Year Order Visibility Expands
  July 22, 2026 · WAB
• Northern Trust (NTRS) Q2 2026: Operating Leverage Surges 700 Basis Points on Fee Growth and Discipline
  July 22, 2026 · NTRS
• AT&T (T) Q2 2026: Fiber and Converged Net Adds Top 1M as Share Repurchases Jump 25%
  July 22, 2026 · T
• CME Group (CME) Q2 2026: Market Data Revenue Jumps 20% as Product Innovation Accelerates
  July 22, 2026 · CME
• First Bancorp (FBP) Q2 2026: Net Income Jumps 24% as Commercial Lending and Margin Expansion Lead
  July 22, 2026 · FBP
• Equinor (EQNR) Q2 2026: Production Up 3%, Margin Discipline Drives Cash Flow Strength
  July 22, 2026 · EQNR
• LG Display (LPL) Q2 2026: OLED Revenue Share Climbs to 57% as Cost Restructuring Sharpens Focus
  July 22, 2026 · LPL
• Oatly (OTLY) Q2 2026: Constant Currency Revenue Outlook Raised to 8–10% as Brand Penetration Accelerates
  July 22, 2026 · OTLY
• GE Vernova (GEV) Q2 2026: Backlog Surges $13B, Locking in Multi-Year Power Demand
  July 22, 2026 · GEV
• Interactive Brokers (IBKR) Q2 2026: Margin Loan Interest Up 39% as Account Growth Drives Record Activity
  July 22, 2026 · IBKR
• AAR Corp. (AIR) Q4 2026: Parts Supply Surges 39% as Distribution Outpaces Legacy Drag
  July 22, 2026 · AIR
• Capital One (COF) Q2 2026: Domestic Card Purchase Volume Jumps 26% as Discover Integration Drives Scale
  July 22, 2026 · COF
• HANMI Financial (HAFC) Q2 2026: Non-Interest Deposits Jump 5.2%, Underscoring Funding Strength
  July 22, 2026 · HAFC
• Pacasmayo (CPAC) Q2 2026: Concrete Margin Soars to 16% as Product Mix Shift Drives Profitability
  July 22, 2026 · CPAC
• Hancock Whitney (HWC) Q2 2026: Loans Surge 10% as Deposit Growth Matches Lending Ambition
  July 22, 2026 · HWC
• East West Bancorp (EWBC) Q2 2026: Non-Interest Income Surges 20% as Deposit Mix Drives Margin Resilience
  July 22, 2026 · EWBC
• GM (GM) Q2 2026: North America Margin Expands 250bps as Onshoring, Digital, and Trucks Drive Multi-Year Upside
  July 21, 2026 · GM
• RBB (RBB) Q2 2026: Non-Performing Loans Down 47% as Credit Quality Drives Capital Actions
  July 21, 2026 · RBB
• Peoples Bancorp (PEBO) Q2 2026: Securities Sale Drives $8.2M Loss, Margin Expands 7 bps on Deposit Cost Discipline
  July 21, 2026 · PEBO
• Calix (CALX) Q2 2026: Software and Services Margin Jumps 810bps as AI-Native Platform Drives Adoption
  July 21, 2026 · CALX
• Equifax (EFX) Q2 2026: $300M State Contract Wins, AI Productivity Target Doubled to $150M
  July 21, 2026 · EFX
• Hasbro (HAS) Q2 2026: Magic Drives 32% Surge as Digital Investment Peaks
  July 21, 2026 · HAS
• Synchrony Financial (SYF) Q2 2026: Purchase Volume Hits $50B as Payment Rate Dynamics Shape Margin Recovery
  July 21, 2026 · SYF
• Steel Dynamics (STLD) Q2 2026: Aluminum Shipments Jump 135%, Setting Up Second-Half Ramp
  July 21, 2026 · STLD