Latest Earnings Analysis

• Target Hospitality (TH) Q3 2025: $455M in New Multi-Year Contracts Anchors Data Center Growth Pipeline
  November 06, 2025 · TH
• AAON (AAON) Q3 2025: Basics Backlog Surges 120% as Memphis Capacity Ramps for Data Center Growth
  November 06, 2025 · AAON
• Regenexx Bio (RGNX) Q3 2025: RGX202 Pivotal Trial Enrollment Completes Early, Accelerating Path to 2026 Filing
  November 06, 2025 · RGNX
• NCR Atleos (NATL) Q3 2025: ATM Outsourcing Grows 37% as Hardware Cycle Fuels Long-Term Recurring Revenue
  November 06, 2025 · NATL
• NC (NC) Q3 2025: Contract Mining Revenue Climbs 22% as Growth Platform Expands
  November 06, 2025 · NC
• Aquestive Therapeutics (AQST) Q3 2025: $160M Capital Secured to Fund Anafilm Launch and Pipeline Acceleration
  November 06, 2025 · AQST
• Appian (APPN) Q3 2025: Seven-Figure Deal Count Surges 50%, AI-Driven Upmarket Gains Accelerate
  November 06, 2025 · APPN
• Catalyst Pharmaceuticals (CPRX) Q3 2025: Agamri Surges 115%, Expanding Rare Disease Growth Engine
  November 06, 2025 · CPRX
• MasterCraft (MCFT) Q1 2026: Gross Margin Rises 420 bps as Premium Launches Offset Retail Headwinds
  November 06, 2025 · MCFT
• W&T Offshore (WTI) Q3 2025: Production Up 6% as Cost Discipline and Asset Integration Drive Liquidity to $125M
  November 06, 2025 · WTI
• CLEAR (YOU) Q3 2025: eGate Rollout Expands to 10 Airports, Driving Margin Upside
  November 06, 2025 · YOU
• Sabra Healthcare REIT (SBRA) Q3 2025: SHOP Exposure Target Raised to 40% as Cash NOI Jumps 16%
  November 06, 2025 · SBRA
• Matrix Service (MTRX) Q1 2026: Gross Margin Hits 6.7% as Backlog Tops $1.2B, Restructuring Lowers Breakeven
  November 06, 2025 · MTRX
• Ingevity (NGVT) Q3 2025: EBITDA Margin Expands to 33% as Portfolio Shift Reshapes Core
  November 06, 2025 · NGVT
• Priority Technology Holdings (PRTH) Q3 2025: Payables and Treasury Now 63% of Gross Profit, Margin Mix Shifts Accelerate
  November 06, 2025 · PRTH
• Park-Ohio (PKOH) Q3 2025: Backlog Up 28% as Electrification Orders Signal Long-Run Margin Upside
  November 06, 2025 · PKOH
• Nomad Foods (NOMD) Q3 2025: €200M Efficiency Target Drives Buyback Focus Amid UK, Private Label Headwinds
  November 06, 2025 · NOMD
• B1 Medicines (ONC) Q3 2025: Brukinza Surges 51% as Global BTK Leadership Reshapes Oncology Portfolio
  November 06, 2025 · ONC
• Autohome (ATHM) Q3 2025: NEV Revenue Jumps 58.6% as AI and O2O Drive Ecosystem Shift
  November 06, 2025 · ATHM
• Heritage Insurance (HRTG) Q3 2025: Net Loss Ratio Plummets 27 Points as Underwriting Discipline Reshapes Growth Path
  November 06, 2025 · HRTG
• MATV Q3 2025: Free Cash Flow Doubles, Margin Expansion Anchors 2026 Trajectory
  November 06, 2025 · MATV
• CareTrust REIT (CTRE) Q3 2025: $1.6B YTD Investments Signal Three-Engine Growth Model for 2026
  November 06, 2025 · CTRE
• Alliant (ALNT) Q3 2025: Industrial Revenue Jumps 20% as Margin Expansion Accelerates
  November 06, 2025 · ALNT
• ATNI Q3 2025: U.S. Segment EBITDA Jumps 20% as Fiber Strategy Repositions Margin Profile
  November 06, 2025 · ATNI
• CARS (CARS) Q3 2025: Premium Plus Adoption Jumps 50% as Dealer Platform Expansion Accelerates
  November 06, 2025 · CARS
• Angel Oak Mortgage REIT (AOMR) Q3 2025: Net Interest Income Jumps 13% as Capital Recycling Accelerates
  November 06, 2025 · AOMR
• CIM Q3 2025: Home Express Acquisition Deploys $267M, Diversifies Earnings Base
  November 06, 2025 · CIM
• Advanced Drainage Systems (WMS) Q2 2026: EBITDA Margin Expands to 33.8% as Allied Product Mix Drives Profitability
  November 06, 2025 · WMS
• VYX Q3 2025: Recurring Revenue Rises 5% as Platform Modernization Drives Strategic Shift
  November 06, 2025 · VYX
• Under Armour (UA) Q2 2026: EMEA Grows 12% as Turnaround Hinges on Storytelling and Premiumization
  November 06, 2025 · UA
• TripAdvisor (TRIP) Q3 2025: Experiences Revenue Mix Hits 60% as $85M Cost Reset Targets Margin Lift
  November 06, 2025 · TRIP
• TIGO Q3 2025: Margin Hits 48.9% as Operational Leverage Drives Record Profitability
  November 06, 2025 · TIGO
• Rainier (RYN) Q3 2025: Real Estate EBITDA Surges $54M on Conservation Sale, Timber Markets Remain Mixed
  November 06, 2025 · RYN
• Primerica (PRI) Q3 2025: ISP Sales Surge 28% as Fee-Based Momentum Offsets Life Policy Headwinds
  November 06, 2025 · PRI
• Permian Resources (PR) Q3 2025: $100M Gas Uplift Locks In Multi-Year Cash Flow Efficiency
  November 06, 2025 · PR
• P10 (PX) Q3 2025: Fee-Paying AUM Climbs 17% as Middle Market Fundraising Surges
  November 06, 2025 · PX
• NETSCOUT (NTCT) Q2 2026: Cybersecurity Revenue Climbs 13% as AI-Driven Solutions Gain Traction
  November 06, 2025 · NTCT
• Nova (NVMI) Q3 2025: Memory Revenue Climbs to 30% of Sales, Powering Record Growth
  November 06, 2025 · NVMI
• Janus International (JBI) Q3 2025: International Revenue Jumps 58% as Commercial Gains Offset U.S. Self-Storage Softness
  November 06, 2025 · JBI
• Intrepid Potash (IPI) Q3 2025: TRIO Gross Margin Jumps $4M, Offsetting Potash Cost Pressure
  November 06, 2025 · IPI
• First Advantage (FA) Q3 2025: Synergy Realization Surpasses $52M, Digital Identity Drives Retention Upside
  November 06, 2025 · FA
• Evergy (EVRG) Q3 2025: Data Center Pipeline Lifts Load Growth Forecast to 4%-5%
  November 06, 2025 · EVRG
• Aviana (AVAH) Q3 2025: Preferred Payer Agreements Hit 56% of PDS Volume, Fueling Margin Expansion
  November 06, 2025 · AVAH
• Ameren (AEE) Q3 2025: Data Center Pipeline Expands to 3 GW, Underpinning 8% EPS Growth Trajectory
  November 06, 2025 · AEE
• CrossAmerica Partners (CAPL) Q3 2025: $100M Asset Sales Reshape Portfolio and Cut Leverage
  November 06, 2025 · CAPL
• Seadrill (SDRL) Q3 2025: Backlog Climbs $300M as Deepwater Demand Inflects Toward 2027
  November 06, 2025 · SDRL
• Oscar Health (OSCR) Q3 2025: 28% Rate Hike Anchors Margin Recovery Strategy Amid ACA Market Reset
  November 06, 2025 · OSCR
• BWMN Q3 2025: Backlog Jumps 18% as Power and Transportation Fuel Multi-Year Visibility
  November 06, 2025 · BWMN
• FSK (FSK) Q3 2025: Distribution Yield Targets 10% as Origination Pipeline Jumps 30%
  November 06, 2025 · FSK
• Accelerate Energy (EE) Q3 2025: Iraq Project Drives $450M Investment, Unlocking Integrated Growth
  November 06, 2025 · EE