Latest Earnings Analysis

• Moles & Company (MC) Q3 2025: M&A Drives 34% Revenue Surge as Regulatory Easing Unlocks Deal Flow
  October 29, 2025 · MC
• Allison Transmission (ALSN) Q3 2025: Defense Sales Surge 47% as North America On-Highway Weakness Deepens
  October 29, 2025 · ALSN
• Starbucks (SBUX) Q4 2025: Green Apron Rollout Drives 30% Delivery Growth, Signals Turnaround Momentum
  October 29, 2025 · SBUX
• VIAVI (VIAV) Q1 2026: Data Center Revenue Surges to 40%, Redefining Segment Mix
  October 29, 2025 · VIAV
• Mr. Car Wash (MCW) Q3 2025: Titanium Tier Hits 25% Mix, Driving Premiumization Strategy
  October 29, 2025 · MCW
• W.P. Carey (WPC) Q3 2025: Investment Volume Raised to $2.1B as Cap Rate Spreads Hold Firm
  October 29, 2025 · WPC
• Kraft Heinz (KHC) Q3 2025: $300M Promotional Push Fails to Offset Volume Drag Ahead of Spin
  October 29, 2025 · KHC
• Prosperity Bank (PB) Q3 2025: Net Interest Margin Climbs 29bps as Buyback Accelerates
  October 29, 2025 · PB
• Phillips 66 (PSX) Q3 2025: Refining Utilization Hits 99%, Unlocking Central Corridor Synergies
  October 29, 2025 · PSX
• Meritage Homes (MTH) Q3 2025: Community Count Jumps 20% as Incentive Pressure Caps Margin Recovery
  October 29, 2025 · MTH
• KAI Q3 2025: Aftermarket Parts Hit 69% of Revenue, Offsetting Capital Order Delays
  October 29, 2025 · KAI
• RenaissanceRe (RNR) Q3 2025: Share Buybacks Top $1B as Underwriting Margin Holds Near 50%
  October 29, 2025 · RNR
• NBR Q3 2025: Quail Sale Nets $625M, Debt Falls to Decade Low as International Drilling Lifts Margins
  October 29, 2025 · NBR
• Entergy (ETR) Q3 2025: Data Center Pipeline Expands to 12 GW, Unlocking Multi-Year Growth Visibility
  October 29, 2025 · ETR
• Central Pacific Financial (CPF) Q3 2025: Net Interest Margin Expands 5bps as Loan Growth Shifts Mainland
  October 29, 2025 · CPF
• First Commonwealth Financial (FCF) Q3 2025: Deposit Cost Falls 7 bps, Margin Expansion Signals Resilient Core
  October 29, 2025 · FCF
• Fortive (FTV) Q3 2025: $1B Buyback, Margin Expansion Signals Capital Discipline Post-Spin
  October 29, 2025 · FTV
• Acadia Realty Trust (AKR) Q3 2025: Street Retail NOI Surges 13%, Fueling 2026 Growth Inflection
  October 29, 2025 · AKR
• Avnet (AVT) Q1 2026: Asia Sales Jump 10% as Inventory Strategy Shifts with Demand Recovery
  October 29, 2025 · AVT
• Four Corners Property Trust (FCPT) Q3 2025: $270M Dry Powder Anchors Disciplined Acquisition Strategy
  October 29, 2025 · FCPT
• Ionis (IONS) Q3 2025: Tringolza Sales Jump 70% as Blockbuster Launches Take Shape
  October 29, 2025 · IONS
• Modine (MOD) Q2 2026: Data Center Sales Up 42% as Capacity Buildout Drives Margin Inflection
  October 29, 2025 · MOD
• Merion Technologies (MIR) Q3 2025: Nuclear Orders Surge 21% as Installed Base Drives Margin Expansion
  October 29, 2025 · MIR
• Silgan Holdings (SLGN) Q3 2025: Dispensing Sales Up 23% as Pet Food Containers Drive Volume Resilience
  October 29, 2025 · SLGN
• NiSource (NI) Q3 2025: $7B Data Center CapEx Fuels 8–9% EPS Growth Outlook Through 2033
  October 29, 2025 · NI
• Fresh Del Monte Produce (FDP) Q3 2025: Banana Segment Margins Compress to 1.3% as Disease Costs Escalate
  October 29, 2025 · FDP
• Garmin (GRMN) Q3 2025: Fitness Revenue Jumps 30% as Wearables Drive Holiday Momentum
  October 29, 2025 · GRMN
• Community Healthcare Trust (CHCT) Q3 2025: 9.4% Return on New Acquisitions Underscores Selective Growth
  October 29, 2025 · CHCT
• EXLS Q3 2025: Data and AI-Led Revenue Jumps to 56%, Reshaping Growth Trajectory
  October 29, 2025 · EXLS
• Tetra Technologies (TTI) Q3 2025: Offshore Fluids Revenue Jumps 39% as Deepwater Pipeline Builds
  October 29, 2025 · TTI
• Gates (GTES) Q3 2025: Margin Hits 22.9% as Restructuring Drives Cost Base Reset
  October 29, 2025 · GTES
• Veralto (VLTO) Q3 2025: Recurring Revenue Hits 62% of Sales as Data Center Demand Accelerates
  October 29, 2025 · VLTO
• Oneok (OKE) Q3 2025: Synergy Run-Rate Hits $500M, Unlocking Operating Leverage for 2026
  October 29, 2025 · OKE
• GE Healthcare (GEHC) Q3 2025: Tariff Impact Slashes 150bps Margin, Innovation Pipeline Drives 6% Orders Growth
  October 29, 2025 · GEHC
• Archrock (AROC) Q3 2025: Adjusted EBITDA Jumps 46% as Compression Demand Outpaces Supply
  October 29, 2025 · AROC
• BrightSpire Capital (BRSP) Q3 2025: Watchlist Shrinks 56% as Loan Origination Pipeline Hits $741M
  October 29, 2025 · BRSP
• Stepan (SCL) Q3 2025: Specialty EBITDA Jumps 113% as Pasadena Ramp Drives Portfolio Shift
  October 29, 2025 · SCL
• IDEX (IEX) Q3 2025: HST Orders Hit $390M as Growth Platforms Outpace Industrial Drag
  October 29, 2025 · IEX
• ITT (ITT) Q3 2025: Svanehoy Orders Up 59%, Locking In Backlog for 2026 Growth
  October 29, 2025 · ITT
• New Gold (NGD) Q3 2025: All-In Sustaining Costs Drop 19% as Rainy River Surges
  October 29, 2025 · NGD
• Trustmark (TRMK) Q3 2025: Deposit Base Expands $550M as Talent Investment Drives Organic Growth
  October 29, 2025 · TRMK
• ILPT Q3 2025: 22% Lease Roll-Ups Signal Leverage-Driven Cash Flow Expansion
  October 29, 2025 · ILPT
• Ryerson (RYI) Q3 2025: $120M Merger Synergy Target Reshapes Margin Trajectory
  October 29, 2025 · RYI
• Range Resources (RRC) Q3 2025: 20% Production Growth Target Anchored by Decade-Scale Inventory
  October 29, 2025 · RRC
• InvenTrust (IVT) Q3 2025: Sunbelt Asset Rotation Drives 6.4% NOI Growth, Portfolio Scalability in Focus
  October 29, 2025 · IVT
• BXP (BXP) Q3 2025: Leasing Surges 39% as Premier Office Strategy Drives Occupancy Path
  October 29, 2025 · BXP
• Chemed (CHE) Q3 2025: Paid Leads Jump 8.6%, Margin Recovery Hinges on Discipline
  October 29, 2025 · CHE
• Leonardo DRS (DRS) Q3 2025: Bookings Surge 1.4x, Backlog Hits $8.9B as Counter-UAS Demand Accelerates
  October 29, 2025 · DRS
• American Assets Trust (AAT) Q3 2025: Office Leasing Spreads Climb 9% as Spec Suite Strategy Drives Tenant Demand
  October 29, 2025 · AAT
• AirCap (AER) Q3 2025: Buybacks Top $2B as Asset Sale Margins Double Book Value
  October 29, 2025 · AER