Latest Earnings Analysis

• Public Storage (PSA) Q3 2025: $1.3B Acquisition Surge Accelerates Platform Margin Edge
  October 31, 2025 · PSA
• Illumina (ILMN) Q3 2025: NovaSeq X Transition Hits 78% Volume, Unlocking Clinical Growth Leverage
  October 31, 2025 · ILMN
• Weave (WEAV) Q3 2025: Payments Revenue Doubles, AI Automation Expands Share in Specialty Medical
  October 31, 2025 · WEAV
• ICF (ICFI) Q3 2025: Commercial Energy Revenue Jumps 24%, Offsetting Federal Slowdown
  October 31, 2025 · ICFI
• GSI Technology (GSIT) Q2 2026: Cornell Validation Spurs $50M Raise, Accelerates Edge AI Commercialization
  October 31, 2025 · GSIT
• Merit Medical (MMSI) Q3 2025: Gross Margin Hits All-Time High at 53.6%, Fueling Strategic Expansion
  October 31, 2025 · MMSI
• Lumen (LUMN) Q3 2025: Grow Revenue Hits 50% of Enterprise Mix, Digital Platform Flywheel Accelerates
  October 31, 2025 · LUMN
• Werner Enterprises (WERN) Q3 2025: Logistics Revenue Climbs 12% as Tech Transformation Drives Cost Savings
  October 31, 2025 · WERN
• Ryan Specialty (RYAN) Q3 2025: Underwriting Management Surges 66%, Talent Investments Shift Margin Timeline
  October 31, 2025 · RYAN
• Fortune Brands Innovations (FBIN) Q3 2025: Digital Sales Track Toward $300M as Market Outperformance Broadens
  October 31, 2025 · FBIN
• Roku (ROKU) Q3 2025: Platform Revenue Growth Tops 20% Ex-606, DSP Tailwinds Set Up 2026 Leverage
  October 31, 2025 · ROKU
• Floor & Decor (FND) Q3 2025: Store Count Rises 9%, Margin Discipline Anchors Downturn Playbook
  October 31, 2025 · FND
• Hub Group (HUBG) Q3 2025: Intermodal Margins Up 20bps as Rail Realignment Sets Stage for 2026 Bid Season
  October 31, 2025 · HUBG
• Cloudflare (NET) Q3 2025: RPO Jumps 43% as Enterprise Pipeline and AI Bets Accelerate Platform Shift
  October 31, 2025 · NET
• SPS Commerce (SPSC) Q3 2025: Revenue Recovery Miss Drives 7%–8% FY26 Growth Reset
  October 31, 2025 · SPSC
• Riot Platforms (RIOT) Q3 2025: Data Center Buildout Commits $214M, Shifting 112MW to AI Demand
  October 31, 2025 · RIOT
• Ardelyx (ARDX) Q3 2025: Ibsrella Surges 92% as Pipeline and Cash Position Reinvigorate Growth Ambitions
  October 31, 2025 · ARDX
• Wabash (WNC) Q3 2025: Parts & Services Up 16% as Freight Downturn Drives Strategic Shift
  October 30, 2025 · WNC
• Medallion Financial (WTW) Q3 2025: Strategic Partnership Originations Triple, Diversification Drives Margin Expansion
  October 30, 2025 · WTW
• Valaris (VAL) Q3 2025: $2.2B Backlog Surge Anchors Deepwater Recovery Trajectory
  October 30, 2025 · VAL
• NWE Q3 2025: Merger Costs Weigh, but Regulatory Margin Gains Add $0.52 EPS Tailwind
  October 30, 2025 · NWE
• Essex Property Trust (ESS) Q3 2025: Northern California Lease Rates Surge 4%, Outpacing Portfolio Average
  October 30, 2025 · ESS
• Cognex (CGNX) Q3 2025: EBITDA Margin Expands 450bps as AI-Driven Logistics and CE Fuel Growth
  October 30, 2025 · CGNX
• Adtalem (ATGE) Q1 2026: Walden Enrollment Jumps 14%, Offsetting Chamberlain Misstep
  October 30, 2025 · ATGE
• Liberty Global (LBTYA) Q3 2025: Central Cost Run-Rate Cut 50%, Unlocking $5/Share Valuation Tailwind
  October 30, 2025 · LBTYA
• Savers Value Village (SVV) Q3 2025: U.S. Sales Jump 10.5% as Store Openings Drive Margin Inflection
  October 30, 2025 · SVV
• Data I/O (DAIO) Q3 2025: Automotive Bookings Climb to 78% Amid Platform Pivot
  October 30, 2025 · DAIO
• Shell (SHEL) Q3 2025: $3.5B Buyback and Portfolio High-Grading Signal Relentless Capital Discipline
  October 30, 2025 · SHEL
• Schneider (SNDR) Q3 2025: Intermodal Volumes Surge 10% as Supply Rationalization Accelerates
  October 30, 2025 · SNDR
• Western Digital (WDC) Q1 2026: Cloud Revenue Hits 89% Mix as Exabyte Demand Drives 660bp Margin Lift
  October 30, 2025 · WDC
• Escalade (ESCA) Q3 2025: Gross Margin Expands 344 Basis Points as Tariff Mitigation Pays Off
  October 30, 2025 · ESCA
• NCMI Q3 2025: Programmatic Revenue Quadruples, Unlocking New Advertiser Segments
  October 30, 2025 · NCMI
• WEC (WEC) Q3 2025: Capex Plan Jumps $8.5B as Data Center Demand Lifts 2030 Growth Outlook
  October 30, 2025 · WEC
• Credit Acceptance (CACC) Q3 2025: Loan Portfolio Hits $9.1B as Market Share Slides to 5.1%
  October 30, 2025 · CACC
• Travere Therapeutics (TVTX) Q3 2025: Filspari US Sales Surge 155% as FSGS Launch Readiness Accelerates
  October 30, 2025 · TVTX
• ImmuneBio (INMB) Q3 2025: R&D Spend Down 52% as Cordstrom and XPro Advance Toward Regulatory Milestones
  October 30, 2025 · INMB
• Arrow Electronics (ARW) Q3 2025: ECS Backlog Surges 70% as Value-Added Shift Accelerates Margin Strategy
  October 30, 2025 · ARW
• PFS Q3 2025: Core Deposits Rise 8%, Specialty Lending Drives Pipeline to $2.9B
  October 30, 2025 · PFS
• Skyward Specialty (SKWD) Q3 2025: Agriculture Unit Drives 52% Premium Surge as Portfolio Diversifies
  October 30, 2025 · SKWD
• Landmark Bancorp (LARK) Q3 2025: EPS Jumps 24% as Credit Quality Rebounds and Deposit Mix Shifts
  October 30, 2025 · LARK
• SPXC Q3 2025: 32% EPS Growth Drives $1B+ Liquidity for Expansion and M&A
  October 30, 2025 · SPXC
• First Solar (FSLR) Q3 2025: 6.6 GW BP Default Drives Backlog Reset as U.S. Policy Tailwinds Persist
  October 30, 2025 · FSLR
• Gilead (GILD) Q3 2025: Yes2Go Hits 75% Coverage, Setting Up 2026 HIV Prevention Ramp
  October 30, 2025 · GILD
• ATEC (ATEC) Q3 2025: Operating Margin Expands 1100bps as Spine-Only Focus Accelerates Profitable Growth
  October 30, 2025 · ATEC
• Exponent (EXPO) Q3 2025: Reactive Business Grows 18%, Fuels Margin Resilience Amid Sector Shifts
  October 30, 2025 · EXPO
• iRhythm (IRTC) Q3 2025: EHR-Integrated Accounts Surge 25%, Accelerating Volume and Margin Expansion
  October 30, 2025 · IRTC
• Forrester (FORR) Q3 2025: AI Access Drives Multi-Million Dollar Pipeline Amid 8% Revenue Decline
  October 30, 2025 · FORR
• El Pollo Loco (LOCO) Q3 2025: Digital Sales Jump to 27% as Menu Innovation Drives Traffic Gains
  October 30, 2025 · LOCO
• IDACORP (IDA) Q3 2025: Customer Base Grows 2.3% as Capital Plan Shifts to Gas and Transmission
  October 30, 2025 · IDA
• ASUR Q3 2025: Attach Rates Up 7% as Assure Central Launch Drives Cross-Sell Momentum
  October 30, 2025 · ASUR