Latest Earnings Analysis

• Blue Owl Capital (OBDC) Q3 2025: $57B Capital Raise Accelerates Fee Visibility Into 2026
  October 30, 2025 · OBDC
• HWM Q3 2025: Commercial Aero Spares Surge 38%, Fueling Margin Expansion and CapEx Ambition
  October 30, 2025 · HWM
• First Interstate BancSystem (FIBK) Q3 2025: CET1 Rises 47bps as Branch Consolidation and Buybacks Reshape Capital Allocation
  October 30, 2025 · FIBK
• AXS Q3 2025: New Initiatives Drive 70% of Insurance Growth as Mix Shift Bolsters Margins
  October 30, 2025 · AXS
• AMH (AMH) Q3 2025: Core FFO Jumps 6.2% as Lease Optimization and Cost Controls Expand Margins
  October 30, 2025 · AMH
• CDE Q3 2025: Free Cash Flow Surges 34% at Las Chispas, Balance Sheet Turns Net Cash
  October 30, 2025 · CDE
• Alamos Gold (AGI) Q3 2025: Cash Surges 34% as Mill Recovery and Expansion Offset Production Setback
  October 30, 2025 · AGI
• Agnico Eagle (AEM) Q3 2025: $1.2B Free Cash Flow Unlocks Record Capital Returns, Productivity Gains Drive Margin Lead
  October 30, 2025 · AEM
• Hanover Insurance (THG) Q3 2025: Net Investment Income Jumps 27%, Powering ROE Momentum
  October 30, 2025 · THG
• Option Care Health (OPCH) Q3 2025: Stelara Headwind Peaks at $70M as Acute Infusion Growth Offsets Margin Pressure
  October 30, 2025 · OPCH
• Cigna (CI) Q3 2025: $90B Contract Renewals Reset PBM Margins, Pharmacy Model Pivot Drives 2026 Transition
  October 30, 2025 · CI
• International Paper (IP) Q3 2025: North America EBITDA Up 40% as Transformation Accelerates
  October 30, 2025 · IP
• Cushman & Wakefield (CWK) Q3 2025: Debt Cut by $500M as Margin Expansion Outpaces Investment
  October 30, 2025 · CWK
• FMC (FMC) Q3 2025: Dividend Slashed 85% as Free Cash Flow Guide Turns Negative
  October 30, 2025 · FMC
• XPO (XPO) Q3 2025: AI-Driven Productivity Boosts 2.5% Efficiency Despite 6% Tonnage Drop
  October 30, 2025 · XPO
• Cheniere Energy (LNG) Q3 2025: Share Buybacks Top $1B as Corpus Christi Expansion Accelerates
  October 30, 2025 · LNG
• Medallion Financial (MFIN) Q3 2025: Strategic Partnership Originations Triple, Diversifying Fee Streams
  October 30, 2025 · MFIN
• MHO Q3 2025: Mortgage Capture Rate Hits 93% as Incentives Drive Sales Amid Margin Pressure
  October 30, 2025 · MHO
• Flushing Financial (FFIC) Q3 2025: $2B Loan Repricing Sets Stage for 2026 Margin Upside
  October 30, 2025 · FFIC
• Empire State Realty Trust (ESRT) Q3 2025: 17 Straight Quarters of Positive Lease Spreads Signal Consistent Pricing Power
  October 30, 2025 · ESRT
• Green Brick Partners (GRBK) Q3 2025: Incentives Rise to 8.1% as Margin Flexibility Counters Affordability Headwinds
  October 30, 2025 · GRBK
• Deutsche Bank (DB) Q3 2025: Pre-Provision Profit Jumps Nearly 50%, Driving Above-Target Returns
  October 30, 2025 · DB
• Antero Resources (AR) Q3 2025: $600M Free Cash Flow Fuels Marcellus Expansion and Counter-Cyclical Playbook
  October 30, 2025 · AR
• AAP Q3 2025: Operating Margin Expands 370 Basis Points as Turnaround Initiatives Gain Traction
  October 30, 2025 · AAP
• Sequans (SQNS) Q3 2025: Bitcoin Holdings Reach 3,072, Anchoring Treasury Strategy Shift
  October 30, 2025 · SQNS
• Blue Owl (OWL) Q3 2025: Digital Infrastructure Pipeline Tops $100B as Fundraising Accelerates
  October 30, 2025 · OWL
• Altria (MO) Q3 2025: ON Volume Up 15% YTD as Smoke-Free Portfolio Anchors Margin Expansion
  October 30, 2025 · MO
• Raiffeisen Bank International (TS) Q3 2025: Loan Book Grows 3%, Driving Core ROE to 13.5% Ex-Russia
  October 30, 2025 · TS
• Turnium (TX) Q3 2025: Cost per Ton Falls Again as Tariff Uncertainty Drives North American Strategy
  October 30, 2025 · TX
• ICE (ICE) Q3 2025: Exchange Data Revenue Jumps 9% as AI and Network Expansion Drive Platform Edge
  October 30, 2025 · ICE
• Teekay Tankers (TNK) Q3 2025: Spot Rates Surge 63%, Unlocking Cash Flow Leverage
  October 30, 2025 · TNK
• Genesis Energy (GEL) Q3 2025: Offshore Pipeline Margin Set to Climb $160M on Shenandoah and Salamanca Ramp
  October 30, 2025 · GEL
• DINO Q3 2025: $254M Capital Return and SRE Windfall Signal Flexibility Ahead of West Coast Expansion
  October 30, 2025 · DINO
• Huntington Bancshares (HII) Q3 2025: Veritex Acquisition to Lift NIM by 3bps, Accelerating Texas Expansion
  October 30, 2025 · HII
• Hershey (HSY) Q3 2025: Double-Digit Salty Snacks Surge Offsets Cocoa-Driven Margin Pressure
  October 30, 2025 · HSY
• Global Indemnity (GBLI) Q3 2025: Underwriting Income Jumps 54% as Tech Investments Reshape Growth Path
  October 30, 2025 · GBLI
• AB InBev (BUD) Q3 2025: $6B Buyback Signals Flexibility as Beyond Beer Grows 27%
  October 30, 2025 · BUD
• eBay (EBAY) Q3 2025: Focus Category GMV Growth Hits 15%, Driving Durable Marketplace Expansion
  October 30, 2025 · EBAY
• DaVita (DVA) Q3 2025: Volume Decline Hits 1.5% as Mix, Policy, and Tech Spend Drive 2026 Uncertainty
  October 30, 2025 · DVA
• TotalEnergies (TTE) Q3 2025: High-Margin Barrels Add $400M Cash Flow, Refining Margins Hit $63/Ton
  October 30, 2025 · TTE
• Methanex (MEOH) Q3 2025: Geismar 3 $1.3B Restart Targets 20%+ IRR as Methanol Demand Surges
  October 30, 2025 · MEOH
• MGIC (MTG) Q3 2025: $918M Capital Return Surpasses Net Income as Book Value Climbs
  October 30, 2025 · MTG
• CPS Technologies (CPSH) Q3 2025: $15.5M Power Module Contract Signals Broad Demand Surge
  October 30, 2025 · CPSH
• Quanta Services (PWR) Q3 2025: $39.2B Backlog Signals Multi-Year Infrastructure Upside
  October 30, 2025 · PWR
• Sun Country Airlines (SNCY) Q3 2025: Cargo Revenue Soars 51%, Shifting Profit Mix and Peak Strategy
  October 30, 2025 · SNCY
• Markel Group (MKL) Q3 2025: Adjusted Operating Income Jumps 24% as Insurance Turnaround Gains Traction
  October 30, 2025 · MKL
• JBSS Q1 2026: 16% Gross Profit Surge Highlights Commodity Pass-Through and Channel Realignment
  October 30, 2025 · JBSS
• Farmland Partners (FPI) Q3 2025: $85.5M Asset Sales Propel AFFO, Portfolio Simplification Accelerates
  October 30, 2025 · FPI
• Medical Properties Trust (MPW) Q3 2025: $150M Buyback Signals Capital Allocation Pivot Amid Asset Ramp
  October 30, 2025 · MPW
• ARGX Q3 2025: Pre-Filled Syringe Drives 20% U.S. Growth, Expands Neurology Leadership
  October 30, 2025 · ARGX