Latest Earnings Analysis

• APYX Q3 2025: Aon Launch Drives 19% Surgical Aesthetics Growth, Margin Leverage in Focus
  November 06, 2025 · APYX
• ZLAB Q3 2025: R&D Expenses Down 27% as Global Pipeline Accelerates Toward 2027 Inflection
  November 06, 2025 · ZLAB
• YETI (YETI) Q3 2025: International Sales Surge 14% as Supply Chain Diversification Shields Margins
  November 06, 2025 · YETI
• Watts Water Technologies (WTS) Q3 2025: Americas Margin Jumps 180bps as Pricing and Acquisitions Drive Outperformance
  November 06, 2025 · WTS
• Walker & Dunlop (WD) Q3 2025: Transaction Volume Jumps 34%, Positioning for Five-Year Refi Wave
  November 06, 2025 · WD
• Titan International (TWI) Q3 2025: Gross Margin Expands 210bps as Segment Diversification Outperforms Cycle
  November 06, 2025 · TWI
• Marriott Vacations (VAC) Q3 2025: $20M Orlando and Maui Drag Prompts Modernization Push
  November 06, 2025 · VAC
• Tapestry (TPR) Q1 2026: Coach Revenue Jumps 21% as Gen Z Acquisition Accelerates
  November 06, 2025 · TPR
• SharkNinja (SN) Q3 2025: 90% China Sourcing Exit Reshapes Margin Playbook
  November 06, 2025 · SN
• SEMR Q3 2025: Enterprise ARR Jumps 33% as AI Portfolio Doubles, Shifting Customer Mix Upmarket
  November 06, 2025 · SEMR
• Centris Energy (LEU) Q3 2025: $805M Convertible Note Bolsters Expansion Amid Record SWU Pricing
  November 06, 2025 · LEU
• LifeStance Health (LFST) Q3 2025: Organic Visits Surge 17% as Productivity Initiatives Scale
  November 06, 2025 · LFST
• EHAB Q3 2025: Hospice EBITDA Jumps 72% as Payer Strategy and Cost Controls Drive Margin Expansion
  November 06, 2025 · EHAB
• Aspen Aerogels (ASPN) Q3 2025: Thermal Barrier Revenue Down 12% as EV Reset Drives Strategic Shift
  November 06, 2025 · ASPN
• Privia Health (PRVA) Q3 2025: 61% EBITDA Growth Signals Durable Value-Based Care Leverage
  November 06, 2025 · PRVA
• Lightspeed (LSPD) Q2 2026: Outbound Bookings Triple, Fueling 7% Location Growth in Core Markets
  November 06, 2025 · LSPD
• Enact (ACT) Q3 2025: Capital Return Target Raised 25% on Sustained Credit Strength
  November 06, 2025 · ACT
• SGI (SGI) Q3 2025: Mattress Firm Synergy Lifts EBITDA by $60M, Unlocking Margin Leverage
  November 06, 2025 · SGI
• Himax (HIMX) Q3 2025: Automotive T-Con Hits 12% of Sales as Display Mix Shifts
  November 06, 2025 · HIMX
• Haemonetics (HAE) Q2 2026: Plasma Organic Growth Hits 19%, Margin Expansion Outpaces Portfolio Headwinds
  November 06, 2025 · HAE
• Manitowoc (MTW) Q3 2025: Tower Crane Orders Jump 34%, Offsetting Tariff Headwinds
  November 06, 2025 · MTW
• Celsius (CELH) Q3 2025: Energy Portfolio Share Doubles to 20%, Alani Integration Sets 2026 Growth Platform
  November 06, 2025 · CELH
• Warner Bros Discovery (WBD) Q3 2025: Studio EBITDA to Surpass $2.4B as Global HBO Max Expansion Accelerates
  November 06, 2025 · WBD
• Pharming Group (PHAR) Q3 2025: Ruconest Drives 29% Growth as Guidance Raised on Rare Disease Expansion
  November 06, 2025 · PHAR
• CRON Q3 2025: Gross Margin Jumps 19 Points as GroCo Expansion Targets 70% Flower Capacity Boost
  November 06, 2025 · CRON
• Collegium (COLL) Q3 2025: Journay PM Revenue Jumps 46% as ADHD Franchise Accelerates
  November 06, 2025 · COLL
• United Homes Group (UHG) Q3 2025: Revenue Drops 23% as Closings Fall, Margin Pressures Persist
  November 06, 2025 · UHG
• Ladder Capital (LADR) Q3 2025: Loan Portfolio Surges $354M as Origination Outpaces Paydowns
  November 06, 2025 · LADR
• Slide (SLDE) Q3 2025: Loss Ratio Plummets 77% as Citizens Takeouts and Conservative Reserving Drive Record Profit
  November 06, 2025 · SLDE
• OraSure Technologies (OSUR) Q3 2025: International Diagnostics Down 20% as Funding Shifts, Sickle Cell Acquisition Targets Growth
  November 06, 2025 · OSUR
• McKesson (MCK) Q2 2026: Oncology and Multispecialty Profit Surges 71% as Platform Expansion Accelerates
  November 06, 2025 · MCK
• Recursion (RXRX) Q3 2025: $200M Expense Cut Locks in 2027 Runway, Platform Leverage Accelerates
  November 06, 2025 · RXRX
• Light & Wonder (LNW) Q3 2025: Recurring Revenue Hits 69%, Margin Expansion Powers Cash Flow Surge
  November 06, 2025 · LNW
• BBSI (BBSI) Q3 2025: Asset-Light Markets Deliver 132% Growth, Offsetting Staffing Weakness
  November 06, 2025 · BBSI
• Procore (PCOR) Q3 2025: $1 Trillion Platform Volume Underscores 31% Large-Deal Surge
  November 06, 2025 · PCOR
• Workiva (WK) Q3 2025: $701M RPO Locks in 21% Growth Visibility as Margin Leverage Accelerates
  November 06, 2025 · WK
• TKO (TKO) Q3 2025: Paramount UFC Rights Double Value, Unlocking High-Margin Multi-Year Tailwind
  November 06, 2025 · TKO
• Root (ROOT) Q3 2025: Independent Agent Channel Triples, Unlocking $100B Premium Opportunity
  November 06, 2025 · ROOT
• Sprout Social (SPT) Q3 2025: $258.5M CRPO Signals Deepening Enterprise Commitment
  November 06, 2025 · SPT
• Encore Capital Group (ECPG) Q3 2025: Collections Overperformance Drives 23% Cash Generation Surge
  November 06, 2025 · ECPG
• Amplitude (AMPL) Q3 2025: RPO Jumps 37% as Multi-Year Enterprise Deals Accelerate AI Platform Adoption
  November 06, 2025 · AMPL
• Robinhood (HOOD) Q3 2025: Prediction Markets Hit $300M Run Rate, Diversifying Revenue Base
  November 06, 2025 · HOOD
• Fortinet (FTNT) Q3 2025: SASE Billings Jump Over 100% as Platform Integration Accelerates Upsell
  November 06, 2025 · FTNT
• BioTE (BTMD) Q3 2025: Procedure Revenue Down 10.4% as Sales Force Transition Delays Growth Rebound
  November 06, 2025 · BTMD
• Chunghwa Telecom (CHT) Q3 2025: ICT Revenue Jumps 14% as AI and International Projects Reshape Growth Profile
  November 06, 2025 · CHT
• ElectraCore (CAI) Q3 2025: Quell Drives $595K in New Revenue, Delays Profit for Growth
  November 06, 2025 · CAI
• Regional Management (RM) Q3 2025: Auto-Secured Loans Surge 41%, Powering Portfolio Past $2B
  November 06, 2025 · RM
• Applovin (APP) Q3 2025: 68% Revenue Surge Driven by Model Upgrades and Self-Service Ramp
  November 06, 2025 · APP
• Electric Core (ECOR) Q3 2025: Quell Drives $595K New Revenue as Growth Pivot Delays Profitability
  November 06, 2025 · ECOR
• Kemper (KMPR) Q3 2025: Bodily Injury Severity Drives 6-Point Combined Ratio Spike Amid $30M Cost Restructure
  November 06, 2025 · KMPR