Latest Earnings Analysis

• Carlyle Group (CG) Q3 2025: Credit and Solutions Inflows Drive $17B Quarterly Surge, Underpinning 2026 Growth Ambitions
  November 07, 2025 · CG
• ASLE Q3 2025: Asset Management Revenue Climbs 41% Ex-Whole Asset Sales as Leasing and USM Drive Margin Upside
  November 07, 2025 · ASLE
• Suzano (SUZ) Q3 2025: Cash Cost Falls Below R$800/Ton, Tightens Margin Defense Amid Bleak Pulp Pricing
  November 07, 2025 · SUZ
• IAG Q3 2025: Record $292M Mine Site Free Cash Flow Fuels Buyback, Expansion, and Debt Paydown
  November 07, 2025 · IAG
• Constellation Energy (CEG) Q3 2025: Nuclear Fleet Delivers 96.8% Capacity Factor as Data Economy Demand Accelerates
  November 07, 2025 · CEG
• KOP Q3 2025: Catalyst Delivers $40M Cost Capture as Sales Slide 12%
  November 07, 2025 · KOP
• Conduent (CNDT) Q3 2025: Transportation Revenue Jumps 15% as AI-Driven Margins Expand
  November 07, 2025 · CNDT
• Docebo (DCBO) Q3 2025: FedRAMP Wins Arrive a Year Early, Unlocking Dual Public Sector Growth
  November 07, 2025 · MOGO
• ACRE Q3 2025: Office Portfolio Shrinks 26% as Capital Deployment Accelerates
  November 07, 2025 · ACRE
• Alamo Group (ALG) Q3 2025: Industrial Equipment Grows 17%, Vegetation Weakness and Margin Pressures Persist
  November 07, 2025 · ALG
• Graham (GHM) Q2 2026: Backlog Hits $500M, Defense and Space Orders Propel Multi-Year Visibility
  November 07, 2025 · GHM
• Rapid Microbiosystems (RPID) Q3 2025: Double-Digit Multi-System Order Expands Global Biopharma Penetration
  November 07, 2025 · RPID
• TaskUs (TASK) Q3 2025: AI Services Soar 61%, Fueling Multi-Year Transformation Ambitions
  November 07, 2025 · TASK
• Drilling Tools International (DTI) Q3 2025: Eastern Hemisphere Revenue Jumps 41% as Integration Accelerates
  November 07, 2025 · DTI
• ANI Pharmaceuticals (ANIP) Q3 2025: Rare Disease Revenue Surges 110%, Fueling Guidance Raise
  November 07, 2025 · ANIP
• Delek US Holdings (DK) Q3 2025: $400M SRE Proceeds and EOP Run Rate Jump Reshape Cash Flow Trajectory
  November 07, 2025 · DK
• Calumet (CLMT) Q3 2025: $60M Ops Cost Cut Accelerates Deleveraging and SAF Expansion
  November 07, 2025 · CLMT
• Goldman Sachs BDC (GSBD) Q3 2025: New Commitments Surge 470M as M&A Revival Fuels Portfolio Rotation
  November 07, 2025 · GSBD
• PWP Q3 2025: European Revenue Jumps 50% as Devon Park Acquisition Expands Private Capital Reach
  November 07, 2025 · PWP
• Assured Guaranty (AGO) Q3 2025: PVP Jumps 44% as Municipal Pipeline Normalizes
  November 07, 2025 · AGO
• SSP Q3 2025: 41% CTV Surge, Sports Rights Drive Portfolio Shift and Margin Upside
  November 07, 2025 · SSP
• F&G (FG) Q3 2025: Fee-Based Flow Reinsurance Income Jumps 46% as Capital-Light Shift Accelerates
  November 07, 2025 · FG
• Chesapeake Utilities (CPK) Q3 2025: Capex Guidance Raised $25M as 400+ Projects Fuel Margin Expansion
  November 07, 2025 · CPK
• DraftKings (DKNG) Q3 2025: Parlay Mix Jumps 800–1000bps, Accelerating Margin Expansion Despite $300M Outcome Drag
  November 07, 2025 · DKNG
• Atmos Filtration Technologies (ATMU) Q3 2025: Share Gains Lift Revenue Growth to 11%, Outpacing Market Headwinds
  November 07, 2025 · ATMU
• Ziff Davis (ZD) Q3 2025: Share Buybacks Consume 85% of Free Cash Flow as Strategic Review Accelerates
  November 07, 2025 · ZD
• AMIRA (TTEC) Q3 2025: $20B Capital Plan Anchors 7%–8% Rate Base Growth Through 2030
  November 07, 2025 · TTEC
• Marcus & Millichap (MMI) Q3 2025: Private Client Volume Jumps 24% as Lending Conditions Ease
  November 07, 2025 · MMI
• Metallus (MTUS) Q3 2025: Aerospace and Defense Backlog Jumps 80%, Shifting Order Book Trajectory
  November 07, 2025 · MTUS
• Main Street Capital (MAIN) Q3 2025: NAV Climbs 7.2% as Lower Middle Market Drives Value Creation
  November 07, 2025 · MAIN
• Essent Group (ESNT) Q3 2025: $500M Buyback Signals Capital Strength Amid 2% In-Force Growth
  November 07, 2025 · ESNT
• Fulgent Genetics (FLGT) Q3 2025: Lab Services Margins Rise to 44.3% on AI and Digital Pathology Gains
  November 07, 2025 · FLGT
• Advance Six (ASIX) Q3 2025: Ammonium Sulfate Volumes Jump 20% as Cash Discipline Takes Center Stage
  November 07, 2025 · ASIX
• AMC Networks (AMCX) Q3 2025: Streaming Revenue Jumps 14%, Surpassing Linear for First Time
  November 07, 2025 · AMCX
• Wendy's (WEN) Q3 2025: U.S. Store Closures to Hit 5% as Project Fresh Prioritizes AUV Growth
  November 07, 2025 · WEN
• Orion Office REIT (ONL) Q3 2025: $110M Dispositions Accelerate Portfolio Shift to Dedicated Use Assets
  November 07, 2025 · ONL
• Pembina Pipeline (PBA) Q3 2025: LNG Contract Secures 20-Year Visibility as Guidance Narrows
  November 07, 2025 · PBA
• Alliant Energy (LNT) Q3 2025: Data Center Load Drives 50% Peak Demand Growth Ambition
  November 07, 2025 · LNT
• MTD Q3 2025: Tariff Headwinds Cut 100bps From Margin, But Service and Industrial Outperform
  November 07, 2025 · MTD
• Global Partners (GLP) Q3 2025: Wholesale Margin Jumps $18.5M as Terminal Network Expansion Pays Off
  November 07, 2025 · GLP
• AQN Q3 2025: Operating Expense Timing Drives $11M Cost Reduction, Portfolio Focus Sharpens
  November 07, 2025 · AQN
• Concentra (CON) Q3 2025: Onsite Revenue Jumps 124% as Platform Expansion Accelerates
  November 07, 2025 · CON
• Fluor (FLR) Q3 2025: $800M Buyback Expansion Signals Confidence Amid $653M Santos Hit
  November 07, 2025 · FLR
• DiamondRock Hospitality (DRH) Q3 2025: CapEx Efficiency Drives 180bp Margin Gain, Capital Recycling Set to Accelerate
  November 07, 2025 · DRH
• Groupon (GRPN) Q3 2025: Local Billings Surge 18% as Hyperlocal Playbook Scales
  November 07, 2025 · GRPN
• Celanese (CE) Q3 2025: $1B Divestiture Target Halfway Met as Cost and Portfolio Actions Accelerate
  November 07, 2025 · CE
• SanuWave (SNWV) Q4 2025: Applicator Revenue Hits $6.8M, Channel Realignment Accelerates Post-CMS Shift
  November 07, 2025 · SNWV
• Docebo (DCBO) Q3 2025: FedRAMP Accelerates Federal Wins, Underlying Growth Hits 14%
  November 07, 2025 · DCBO
• MNR Q3 2025: 18% CapEx Cut Unlocks Gas-Weighted Production Leverage
  November 07, 2025 · MNR
• Mueller Water (MWA) Q4 2025: Gross Margin Expands 500bps, Setting Up Multi-Year Capacity Upside
  November 07, 2025 · MWA