Latest Earnings Analysis

• Crescent Capital BDC (CCAP) Q3 2025: Tariff-Driven Losses Cut NAV by $0.27, Dividend Coverage Remains Intact
  November 13, 2025 · CCAP
• Pan American Silver (PAAS) Q3 2025: Juanicipio Acquisition Drives 44% Silver Output Boost, Margin Upside Signals
  November 13, 2025 · PAAS
• LandBridge (LB) Q3 2025: Surface Use Revenues Up 2% as Pore Space Demand Drives Long-Term Upside
  November 13, 2025 · LB
• Fidelis Insurance Group (FIHL) Q3 2025: Combined Ratio Drops to 79% as Underwriting Outperformance Widens Margin Gap
  November 13, 2025 · FIHL
• Sunrise Realty Trust (SUNS) Q3 2025: Portfolio Commitments Jump $54M as Southern U.S. Lending Accelerates
  November 13, 2025 · SUNS
• Brookfield (BN) Q3 2025: $75B Monetizations Signal Real Asset Demand Surge
  November 13, 2025 · BN
• Accelerant (ARX) Q3 2025: Third-Party Direct Premiums Climb to 32%, Accelerating Platform Diversification
  November 13, 2025 · ARX
• Bitcoin Depot (BTM) Q3 2025: Gross Profit Surges 40% as Regulatory Shakeout Reshapes ATM Landscape
  November 13, 2025 · BTM
• Ultrapar (UGP) Q3 2025: Leverage Drops to 1.7x as Cash Generation Triples
  November 13, 2025 · UGP
• Chicago Atlantic BDC (LIEN) Q3 2025: New Originations Hit $66.7M, Reinforcing Uncorrelated Credit Model
  November 13, 2025 · LIEN
• Okeanis Ecotankers (ECO) Q3 2025: Spot Fixings at $80,700/Day Signal Q4 Rate Surge
  November 13, 2025 · ECO
• PeerCycle (PCYO) Q4 2025: Oil Royalty Windfall Drives EPS Beat Amid Housing Headwinds
  November 13, 2025 · PCYO
• Ampco-Pittsburgh (AP) Q3 2025: UK Exit to Add $5M Operating Income Amid Tariff-Driven Demand Pause
  November 13, 2025 · AP
• NICE (NICE) Q3 2025: Cloud Backlog Up 15% as AI-First Strategy Accelerates
  November 13, 2025 · NICE
• FlyExclusive (FLYX) Q3 2025: 103% MRO Revenue Surge Signals Durable Vertical Integration Upside
  November 13, 2025 · FLYX
• OneWater Marine (ONEW) Q4 2025: Inventory Drops $50M, Unlocking Margin Upside for 2026
  November 13, 2025 · ONEW
• TicoGen (TGEN) Q3 2025: Data Center Pipeline Expands to $50M+ Per Project as AI Cooling Adoption Accelerates
  November 13, 2025 · TGEN
• Synergy Maritime (SHIP) Q3 2025: 6% Revenue Growth Anchored by Cape Size Fleet Premium
  November 13, 2025 · SHIP
• NOVA (LFT) Q4 2024: Advanced Packaging Doubles, Now 15% of Product Revenue
  November 13, 2025 · LFT
• Diametica Therapeutics (DMAC) Q3 2025: Cash Position Jumps to $55M, Extending Runway to 2027
  November 13, 2025 · DMAC
• MPTI (Emtron) Q3 2025: Backlog Surges 48% as Defense and Avionics Orders Accelerate
  November 13, 2025 · MPTI
• Ideal Power (IPWR) Q3 2025: 50% Power Rating Boost Expands B-TRAN Market Reach
  November 13, 2025 · IPWR
• SuperCom (SPCB) Q3 2025: Gross Margin Surges to 60.8% as U.S. Recurring Revenue Model Gains Traction
  November 13, 2025 · SPCB
• Strand & Company (SWAG) Q2 2025: 95% Revenue Surge Driven by SLS Acquisition and Organic Expansion
  November 13, 2025 · SWAG
• LPA (LPA) Q3 2025: Mexico Entry Adds $222K Revenue, Broadens Cross-Border Logistics Platform
  November 13, 2025 · LPA
• Alvotech (ALVO) Q3 2025: FDA Delay Shifts $30M+ Licensing Revenue Into 2026, Margin Recovery Hinges on Launch Execution
  November 13, 2025 · ALVO
• Stratasys (SSYS) Q3 2025: Opex Falls 11%, Margin Rebuild Hinges on Tariff Offsets
  November 13, 2025 · SSYS
• Sally Beauty Holdings (SBH) Q4 2025: Fuel for Growth Hits $74M, Igniting Margin Expansion and Store Refresh Ambitions
  November 13, 2025 · SBH
• Gambling.com Group (GAMB) Q3 2025: Sports Data Services Jump 300%, Reshaping Revenue Mix
  November 13, 2025 · GAMB
• JG Q3 2025: EngageLab ARR Up 160%, Fueling SaaS Margin and Cash Flow Highs
  November 13, 2025 · JG
• NOVA (SPH) Q4 2024: Advanced Packaging Revenue Doubles to 15% of Product Mix, Extending Outperformance Run
  November 13, 2025 · SPH
• Synergy CHC (SNYR) Q3 2025: Gross Margin Jumps to 70.9% on Supplement Price Hike and Beverage Mix Shift
  November 13, 2025 · SNYR
• Paysafe (PSFE) Q3 2025: ISO Channel Rises to 33% of Segment, Squeezing Margin Expansion Path
  November 13, 2025 · PSFE
• NESR (NESR) Q3 2025: Jafura Contract Triggers $2B Run Rate Visibility for 2026
  November 13, 2025 · NESR
• XNET Q3 2025: Investment Gain Adds $546M, Cloud and Live Streaming Scale, Margins Face Mix Drag
  November 13, 2025 · XNET
• RMR (RMR) Q4 2025: $2B Debt Refi and $300M Asset Sales Drive Capital Flexibility Amid Fee Headwinds
  November 13, 2025 · RMR
• NOVA (LTRN) Q3 2025: Advanced Packaging Jumps to 15% of Product Revenue, Powering Outperformance
  November 13, 2025 · LTRN
• Sharplink (SBET) Q3 2025: ETH Holdings Double to 4.0 per Share, Securing Treasury Leadership
  November 13, 2025 · SBET
• NOVA (TATT) Q3 2025: Advanced Packaging Revenue Doubles, Fueling Outperformance Over WFE
  November 13, 2025 · TATT
• PDS Biotech (PDSB) Q3 2025: Versatile 002 Delivers 39-Month Median OS, Accelerating PFS-Driven Pivot
  November 13, 2025 · PDSB
• Innate Pharma (IPHA) Q3 2025: $150M Lacutamab Launch Opportunity Anchors Pipeline Focus
  November 13, 2025 · IPHA
• ATEX Q2 2026: Spectrum Asset Value Pegged at 10x Cost Basis, Unlocking $1.5B–$4B Upside
  November 13, 2025 · ATEX
• Bragg Gaming Group (BRAG) Q3 2025: Proprietary Content Jumps 35%, U.S. and Brazil Drive Margin Expansion
  November 13, 2025 · BRAG
• Ardent Health (ARDT) Q3 2025: Professional Fees Jump 11%, Forcing Guidance Reset and Margin Overhaul
  November 13, 2025 · ARDT
• North American Construction Group (NOA) Q3 2025: Australia Revenue Soars 26% as Margin Strength Returns
  November 13, 2025 · NOA
• Canadian Solar (CSIQ) Q3 2025: Storage Shipments Hit 2.7 GWh, Accelerating Diversification and U.S. Supply Chain Shift
  November 13, 2025 · CSIQ
• Great Elm Group (GEG) Q1 2026: Fee-Paying AUM Climbs 9% as Platform Expansion Accelerates
  November 13, 2025 · GEG
• NOVA (NVMI) Q4 2024: Advanced Packaging Doubles to 15% of Product Revenue, Extending Share Gains
  November 13, 2025 · PLX
• GoHealth (GOCO) Q3 2025: MA Volume Pulled Back as Broker Retention Incentives Rise Across Industry
  November 13, 2025 · GOCO
• Loblaw (L) Q3 2025: New Stores Drive $857M Incremental Revenue as Discounters Outpace Market
  November 13, 2025 · SID