Latest Earnings Analysis

• Centuri (CTRI) Q3 2025: Base Revenue Jumps 25% as Backlog Hits $5.9B, Setting Up Double-Digit Growth
  November 05, 2025 · CTRI
• Kennametal (KMT) Q1 2026: Pricing and Surcharges Drive 7% Outlook Upgrade Amid Tungsten Surge
  November 05, 2025 · KMT
• Mistras Group (MG) Q3 2025: Gross Margin Expands 300bps as Integrated Solutions Drive Mix Shift
  November 05, 2025 · MG
• SABR Q3 2025: Payments Volume Jumps 40% as AI and Distribution Initiatives Accelerate
  November 05, 2025 · SABR
• Navigator Gas (NVGS) Q3 2025: Record $86M EBITDA and 30% Capital Return Signal Capital Discipline Amid Trade Uncertainty
  November 05, 2025 · NVGS
• Kornit Digital (KRNT) Q3 2025: Recurring ARR Jumps $2.6M as AIC Model Drives Digital Shift
  November 05, 2025 · KRNT
• Kindrel (KD) Q2 2026: Kindrel Consult Revenue Climbs 32% as AI and Modernization Drive Scope Expansion
  November 05, 2025 · KD
• Fuel Tech (FTEK) Q3 2025: $100M Data Center Pipeline Signals Next-Phase APC Expansion
  November 05, 2025 · FTEK
• Dine Brands (DIN) Q3 2025: Dual-Brand Restaurant Count Set to Jump 167%, Unlocking New Unit Economics
  November 05, 2025 · DIN
• GCM Grosvenor (GCMG) Q3 2025: Fee-Related Earnings Margin Expands 350bps as AUM Hits $87B
  November 05, 2025 · GCMG
• Ashland (ASH) Q4 2025: Portfolio Optimization Drives 110bps Margin Expansion as Cost Actions Take Hold
  November 05, 2025 · ASH
• American Financial Group (AFG) Q3 2025: Special Dividend Hits $167M as Specialty Margins Expand 19%
  November 05, 2025 · AFG
• WTTR Q3 2025: Chemical Tech Margins Jump 29% as Infrastructure Backlog Expands
  November 05, 2025 · WTTR
• Western Midstream (WES) Q3 2025: ARIS Acquisition Drives 40% Produced Water Volume Surge, Unlocks Multi-Stream Growth
  November 05, 2025 · WES
• USA Compression (USAC) Q3 2025: Pricing Hits $21.46/HP as Fleet Utilization Holds 94%
  November 05, 2025 · USAC
• Sempra (SRE) Q3 2025: Encore Capital Plan Jumps 30% as Texas Grid Expansion Accelerates
  November 05, 2025 · SRE
• Taboola (TBLA) Q3 2025: Scaled Advertiser Count Rises 4%, Signaling Realize Inflection
  November 05, 2025 · TBLA
• SILA (SILA) Q3 2025: $87M in New Healthcare Acquisitions Signal Steady Net Lease Expansion
  November 05, 2025 · SILA
• PPL (PPL) Q3 2025: Data Center Pipeline Surges 40% to 20.5 GW, Amplifying Grid Investment Imperative
  November 05, 2025 · PPL
• Orion (OEC) Q3 2025: Rubber Volume Up 7% as Western Mix Weighs on Margins
  November 05, 2025 · OEC
• Live Nation (LYV) Q3 2025: Stadium Shows Surge 60%, Offsetting Amphitheater Drag
  November 05, 2025 · LYV
• LTC Properties (LTC) Q3 2025: SHOP Portfolio Hits 20%, Unlocking Higher-Growth Path
  November 05, 2025 · LTC
• Limbach (LMB) Q3 2025: ODR Revenue Mix Climbs to 76%, Cementing Shift to Lower-Risk, Recurring Model
  November 05, 2025 · LMB
• Jackson Financial (JXN) Q3 2025: RILA Sales Surge 74%, Driving Capital Return Upside
  November 05, 2025 · JXN
• IFF (IFF) Q3 2025: Scent Segment Grows 5% as Margin Expansion Outpaces Flat Sales
  November 05, 2025 · IFF
• Horace Mann (HMN) Q3 2025: Supplemental Sales Surge 40% as Diversification Drives Record Profitability
  November 05, 2025 · HMN
• Humana (HUM) Q3 2025: Channel Mix Shift Drives High-End Sales, Margin Focus Tightens
  November 05, 2025 · HUM
• GCI Liberty (GLIBA) Q3 2025: $525M Impairment Reveals Cable Asset Repricing as Core Connectivity Refocus Accelerates
  November 05, 2025 · GLIBA
• Charles River Laboratories (CRL) Q3 2025: 7% Portfolio Divestiture Targets $0.30 EPS Accretion
  November 05, 2025 · CRL
• Cord Energy (CHRD) Q3 2025: Four-Mile Wells to Power 40% of 2026 Program, Capital Efficiency Accelerates
  November 05, 2025 · CHRD
• BXC Q3 2025: Specialty Mix Hits 70% of Sales, Destero Acquisition Accelerates Margin Shift
  November 05, 2025 · BXC
• Brilliant Earth (BRLT) Q3 2025: Fine Jewelry Orders Surge 45% as Signature Collections Outpace Market
  November 05, 2025 · BRLT
• Avista (AVA) Q3 2025: $3.7B CapEx Pipeline Anchors 6% Utility Growth Ambition
  November 05, 2025 · AVA
• Brinks (BCO) Q3 2025: AMS DRS Mix Hits 28%, Unlocking Margin Expansion and Cash Flow Gains
  November 05, 2025 · BCO
• The Andersons (ANDE) Q3 2025: 45Z Tax Credits Add $20M, Fueling Renewables Margin Upside
  November 05, 2025 · ANDE
• Wallbox (WBX) Q3 2025: DC Sales Surge 40% as Margin Levers Offset AC Weakness
  November 05, 2025 · WBX
• Vishay (VSH) Q3 2025: Orders Surge 19% as Automotive and AI Power Demand Rebuilds Backlog
  November 05, 2025 · VSH
• InMode (INMD) Q3 2025: Consumables Surge 26% as Global Expansion and Tariffs Reshape Margin Profile
  November 05, 2025 · INMD
• Johnson Controls (JCI) Q4 2025: Backlog Soars 13% to $15B, Fueling Data Center and Decarbonization Ambitions
  November 05, 2025 · JCI
• GXO (GXO) Q3 2025: New Business Wins Jump 24%, Margin Expansion in Focus for 2026
  November 05, 2025 · GXO
• Frontdoor (FTDR) Q3 2025: Non-Warranty Revenue Jumps 73%, Expanding Growth Engine Beyond Core
  November 05, 2025 · FTDR
• Atlanta Braves Holdings (BATRA) Q3 2025: Mixed-Use Revenue Surges 56% as Real Estate Strategy Delivers
  November 05, 2025 · BATRA
• Innospec (IOSP) Q3 2025: Fuel Specialties Margin Hits 35.6% as Performance Chemicals Lags
  November 05, 2025 · IOSP
• PAA Q3 2025: $1.3B EPIC Acquisition Extends Crude Focus and Unlocks Immediate Synergy
  November 05, 2025 · PAA
• Adient (ADNT) Q4 2025: $125M Buybacks Amid 6.1% Margin, Automation Investment Signals Shift
  November 05, 2025 · ADNT
• Aflac (AFL) Q3 2025: $1B Buybacks Signal Capital Flexibility as Japan Cancer Sales Jump 42%
  November 05, 2025 · AFL
• Tanger (SKT) Q3 2025: Occupancy Climbs to 97.4% as Leasing Velocity and External Growth Reshape NOI Trajectory
  November 05, 2025 · SKT
• Novo Nordisk (NVO) Q3 2025: 9,000 Job Cuts Unlock DKK 8B for Obesity and Diabetes Focus
  November 05, 2025 · NVO
• OI (OI) Q3 2025: Fit-to-Win Delivers $220M in Savings, Margins Surge 570bps Amid Volume Declines
  November 05, 2025 · OI
• IGIC Q3 2025: Reinsurance Underwriting Income Climbs 50% as Cycle Discipline Trumps Top-Line Growth
  November 05, 2025 · IGIC