Latest Earnings Analysis

• Cinemark (CNK) Q3 2025: Alternative Content Hits 16% of Box Office, Fueling Market Share Record
  November 05, 2025 · CNK
• ACMR Q3 2025: Gross Margin Drops 950bps as Product Mix Shifts, Innovation Bets Accelerate
  November 05, 2025 · ACMR
• GoodRx (GDRX) Q3 2025: Manufacturer Solutions Soar 54% as Platform Mix Shifts
  November 05, 2025 · GDRX
• Livanova (LIVN) Q3 2025: Cardiopulmonary Revenue Jumps 16% as Essence Penetration Accelerates
  November 05, 2025 · LIVN
• AVNT Q3 2025: Margin Expands 60bps as Productivity Offsets Consumer Weakness
  November 05, 2025 · AVNT
• Philips (PHG) Q3 2025: 8% Order Intake Growth Anchors Margin Expansion Despite Tariff Drag
  November 05, 2025 · PHG
• WOW Q3 2025: Greenfield Homes Top 106,000 as Penetration Holds at 16%
  November 05, 2025 · WOW
• MCRB Q3 2025: 25% Workforce Cut Extends Runway as CR155 Phase II Hinges on Funding
  November 05, 2025 · MCRB
• MBIA (MBI) Q3 2025: PREPA Exposure Cut by $374M, Unlocking Capital Flexibility
  November 05, 2025 · MBI
• Geron (GERN) Q3 2025: 36% Early-Line Uptake Signals Rytelo Positioning Shift
  November 05, 2025 · GERN
• Inspired Entertainment (INSE) Q3 2025: Digital Mix Set to Hit 60% as EBITDA Margin Poised for 1000bp Expansion
  November 05, 2025 · INSE
• Sachem Capital (SACH) Q3 2025: Non-Performing Loans Down $15.5M as Portfolio Restructuring Accelerates
  November 05, 2025 · SACH
• Acacia Research (ACTG) Q3 2025: IP Revenue Jumps to $7.8M, Accelerating Cash Flow Diversification
  November 05, 2025 · ACTG
• Champion Homes (SKY) Q2 2026: Captive Retail Share Rises to 37%, Driving Margin Expansion
  November 05, 2025 · SKY
• New York Times (NYT) Q3 2025: Video Investment Drives Multi-Product Engagement, Family Plan Hits 2%
  November 05, 2025 · NYT
• Hippo (HIPO) Q3 2025: Casualty Premium Jumps to 25% of Mix, Diversification Accelerates
  November 05, 2025 · HIPO
• FLOC (FLOC) Q3 2025: Rental Revenue Surges to 60% of Mix, Margin Expansion Drives Cash Flow Strength
  November 05, 2025 · FLOC
• Fresenius Medical Care (FMS) Q3 2025: Operating Margin Jumps 180bps as Pharma and Cost Programs Offset U.S. Volume Stagnation
  November 05, 2025 · FMS
• Toyota (TM) Q2 2026: U.S. Tariff Impact Swells to ¥1.45T, Driving Renewed Productivity Push
  November 05, 2025 · TM
• Hackett Group (HCKT) Q3 2025: GenAI Consulting Offsets 25% Oracle Decline as Platform Alliances Near
  November 05, 2025 · HCKT
• Guild Holdings (GHLD) Q1 2025: Originations Surge 35% as Loan Officer Productivity Outpaces Industry
  November 05, 2025 · GHLD
• Keytronic (KTCC) Q1 2026: Consigned Materials Model Targets $20M Ramp Amid Revenue Downturn
  November 05, 2025 · KTCC
• Kratos (KTOS) Q3 2025: Organic Growth Accelerates to 15% as Hypersonic and Drone Franchises Scale
  November 05, 2025 · KTOS
• Zepp (ZEPP) Q3 2025: Revenue Jumps 46% as Premium Smartwatch Mix and Supply Chain Shift Drive Upside
  November 05, 2025 · ZEPP
• Exelixis (EXEL) Q3 2025: CABO Neuroendocrine Tumor Demand Jumps 50% as GI Franchise Expansion Accelerates
  November 05, 2025 · EXEL
• Axon (AXON) Q3 2025: Software & Services Up 41% as AI, Cloud, and 911 Platform Reshape Growth Trajectory
  November 05, 2025 · AXON
• Procept Biorobotics (PRCT) Q3 2025: U.S. Handpiece Volume Jumps 51% as Utilization Initiatives Intensify
  November 05, 2025 · PRCT
• SSR Mining (SSRM) Q3 2025: $72M Pre-Working Capital FCF Underscores Portfolio Growth Amid Cost Pressure
  November 05, 2025 · SSRM
• Latham Group (SWIM) Q3 2025: Gross Margin Expands 300bps as Fiberglass Penetration Hits 75%
  November 05, 2025 · SWIM
• Baldwin Group (BWIN) Q3 2025: Embedded Platform Drives 16% UCTS Growth, Backlog Hits Record High
  November 05, 2025 · BWIN
• Clover Health (CLOV) Q3 2025: New Member Surge Drives 35% Growth, Margin Recovery Hinges on 2026 Cohort Maturation
  November 05, 2025 · CLOV
• Mirim (MIRM) Q3 2025: Livmarli Drives 47% Revenue Growth as Pipeline Milestones Approach
  November 05, 2025 · MIRM
• Amgen (AMGN) Q3 2025: Volume Growth Hits 14% as 16 Drugs Post Double-Digit Gains
  November 05, 2025 · AMGN
• Cumberland Pharmaceuticals (CPIX) Q3 2025: Telicia Adds $8M Revenue Stream, Expands Infectious Disease Portfolio
  November 05, 2025 · CPIX
• Paylocity (PCTY) Q1 2026: AI-Driven Platform Expands, Lifting Long-Term Margin Target to 45%
  November 05, 2025 · PCTY
• Digital Turbine (APPS) Q2 2026: International ODS Revenue Surges 80%, Reshaping Global Mix
  November 05, 2025 · APPS
• Stoke Therapeutics (STOK) Q3 2025: R&D Spend Jumps 70% as Phase III Enrollment Surges Past 200 Patients
  November 05, 2025 · STOK
• Corvus Pharmaceuticals (CRVS) Q3 2025: R&D Spend Jumps 63% as Socolitinib Pipeline Momentum Builds
  November 05, 2025 · CRVS
• Rigel Pharmaceuticals (RIGL) Q3 2025: Net Product Sales Jump 65% as Pipeline and Global Expansion Accelerate
  November 05, 2025 · RIGL
• Amwell (AMWL) Q3 2025: Subscription Revenue Climbs 18% as Platform Shift Drives Margin Expansion
  November 05, 2025 · AMWL
• Entrevision (EVC) Q3 2025: ATS Revenue Surges 104% as Media Segment Faces Political Ad Gap
  November 05, 2025 · EVC
• DMC Global (BOOM) Q3 2025: Nobleclad Backlog Jumps 53%, Delaying Margin Rebound
  November 05, 2025 · BOOM
• SGHC (SGHC) Q3 2025: 65% EBITDA Growth Underscores Platform Leverage and SuperCoin Bet
  November 05, 2025 · SGHC
• Unitil (UTL) Q3 2025: Gas Margin Jumps 16.5% on Maine Acquisitions, Rate Base Set for 22% Expansion
  November 05, 2025 · UTL
• Masimo (MASI) Q3 2025: Contract Wins Jump 48%, Fueling Recurring Revenue and Margin Expansion
  November 05, 2025 · MASI
• Matson (MATX) Q3 2025: China Volume Down 13% as Tariff Uncertainty Drives Cautious Outlook
  November 05, 2025 · MATX
• LifeVantage (LFVN) Q1 2026: Love Biome Integration to Drive Second-Half Growth Surge
  November 05, 2025 · LFVN
• Intapp (INTA) Q1 2026: Cloud ARR Jumps 30% as Vertical AI and Microsoft Partnership Accelerate Enterprise Expansion
  November 05, 2025 · INTA
• 8x8 (EGHT) Q2 2026: Usage-Based Revenue Jumps to 19%, Reshaping Margin Mix
  November 05, 2025 · EGHT
• Coupang (CPNG) Q3 2025: Developing Offerings Losses Reach $292M as Taiwan Growth Accelerates
  November 05, 2025 · CPNG