Latest Earnings Analysis

• AirCap (AER) Q3 2025: Buybacks Top $2B as Asset Sale Margins Double Book Value
  October 29, 2025 · AER
• Highwoods Properties (HIW) Q3 2025: Net Effective Rents Surge 18%, Unlocking Embedded NOI Growth
  October 29, 2025 · HIW
• CTO Realty Growth (CTO) Q3 2025: $5.5M S&O Pipeline Sets Up 2026 Cash Flow Surge
  October 29, 2025 · CTO
• Blackstone Mortgage Trust (BX) Q3 2025: $1.7B Pipeline and 71% Drop in Impaired Loans Signal Credit Turn
  October 29, 2025 · BX
• CPAC Q3 2025: Infrastructure-Driven Volume Rises 9% as Margin Expansion Outpaces Cost Pressures
  October 29, 2025 · CPAC
• UMB Financial (UMBF) Q3 2025: Heartland Acquisition Closes, Expanding Franchise Reach
  October 29, 2025 · UMBF
• UMC (UMC) Q3 2025: 22nm Revenue Tops 10%, Setting Up Double-Digit Node Growth
  October 29, 2025 · UMC
• Old Dominion (ODFL) Q3 2025: Network Capacity Tops 35% Excess as Freight Downturn Persists
  October 29, 2025 · ODFL
• Renasant (RNST) Q3 2025: Loan Growth Accelerates to 9.9% Annualized as Integration Synergies Build
  October 29, 2025 · RNST
• OneSpaWorld (OSW) Q3 2025: AI Rollout Touches 180 Ships, Productivity and Cash Return Accelerate
  October 29, 2025 · OSW
• Materion (MTRN) Q3 2025: Defense Bookings Jump 40% Amid Semiconductor and Energy Tailwinds
  October 29, 2025 · MTRN
• DFIN (DFIN) Q3 2025: Software Solutions Reach 52% of Sales, Accelerating SaaS Transformation
  October 29, 2025 · DFIN
• Timken (TKR) Q3 2025: Margin Expansion Lifts EBITDA 50bps Amid Tariff Headwinds
  October 29, 2025 · TKR
• Oshkosh (OSK) Q3 2025: Vocational Orders Hit $1.1B, Offsetting Access Weakness
  October 29, 2025 · OSK
• OpFi (OPFI) Q3 2025: Adjusted Net Income Surges 41% on Model 6.1, Lola Migration, and Credit Discipline
  October 29, 2025 · OPFI
• Orion Group (ORN) Q3 2025: Backlog Climbs to $679M as Marine Margins Hit 12%
  October 29, 2025 · ORN
• Dana (DAN) Q3 2025: Margin Expands 260bps as Cost Actions Accelerate, Off-Highway Sale Nears Close
  October 29, 2025 · DAN
• Expand Energy (EXE) Q3 2025: Hainesville Efficiency Cuts Well Costs 25%, Unlocks $150M CapEx Savings
  October 29, 2025 · EXE
• Boeing (BA) Q3 2025: $4.9B 777X Charge Resets Delivery to 2027, Margin Recovery Hinges on Execution
  October 29, 2025 · BA
• Watsco (WSO) Q3 2025: Gross Margin Expands 130bps as A2L Transition Nears Completion
  October 29, 2025 · WSO
• FlowServe (FLS) Q3 2025: Nuclear Bookings Hit Record $140M, Power Pipeline Signals Multi-Year Upside
  October 29, 2025 · FLS
• Northeast Bank (NBN) Q1 2026: Loan Purchase Pipeline Hits Multi-Year High, Positioning for Accelerated Growth
  October 29, 2025 · NBN
• MGPI (MGPI) Q3 2025: Premium Plus Brands Outpace Market as Distilling Solutions Slide 43%
  October 29, 2025 · MGPI
• MSA (MSA) Q3 2025: Fire Service Orders Down Double Digits, Shifting Revenue Into 2026
  October 29, 2025 · MSA
• Brinker (EAT) Q1 2026: Chili’s Traffic Surges 13%, Powering Outperformance as Maggiano’s Lags
  October 29, 2025 · EAT
• Clean Harbors (CLH) Q3 2025: PFAS Revenue Jumps 25%, Waste Network Drives Margin Expansion
  October 29, 2025 · CLH
• AVTX Q3 2025: Portfolio Yield Climbs to 18.6% as Monroe Merger Sets Up Scale Leap
  October 29, 2025 · AVTX
• Littlefuse (LFUS) Q3 2025: Electronics Segment Jumps 18% as Data Center Wins Accelerate
  October 29, 2025 · LFUS
• Chef's Warehouse (CHEF) Q3 2025: Specialty Margin Expands 59bps as Category Penetration Accelerates
  October 29, 2025 · CHEF
• Etsy (ETSY) Q3 2025: Depop U.S. GMS Soars 59%, Signaling Expanding Apparel Resale Momentum
  October 29, 2025 · ETSY
• Teradyne (TER) Q3 2025: AI-Driven Revenue Hits 50%, Reshaping Segment Mix for 2026
  October 29, 2025 · TER
• Vitacoco (COCO) Q3 2025: Tariff Exposure Climbs to 23% as International Sales Jump 48%
  October 29, 2025 · COCO
• ESAB (ESAB) Q3 2025: EMEA and APAC Volume Up 6% as Americas Tariff Drag Persists
  October 29, 2025 · ESAB
• United Therapeutics (UTHR) Q3 2025: Tyvaso DPI Drives 7% Revenue Growth as IPF Pipeline Accelerates
  October 29, 2025 · UTHR
• ProPetro (PUMP) Q2 2025: Next-Gen Fleets Hit 75% as Permian Frac Activity Drops 30%
  October 29, 2025 · PUMP
• Butterfield (NTB) Q3 2025: Fee Income Ratio Climbs to 39.9% as Card and FX Volumes Drive Diversification
  October 29, 2025 · NTB
• Luxfer (LXFR) Q3 2025: Electron Margins Climb to 19.8% on Defense and Aerospace Mix Shift
  October 29, 2025 · LXFR
• Hayward (HAYW) Q3 2025: Margin Expands 170bps as Tariff Mitigation Drives Profitability
  October 29, 2025 · HAYW
• Generac (GNRC) Q3 2025: Data Center Backlog Doubles to $300M, Powering C&I Growth Ambitions
  October 29, 2025 · GNRC
• Constellium (CSTM) Q3 2025: Adjusted EBITDA Surges 50% as Tariff Tailwinds and Value-Add Strategy Drive Upside
  October 29, 2025 · CSTM
• Verisk (VRSK) Q3 2025: Subscription Revenue Climbs 8.7% as AI-Driven Solutions Expand
  October 29, 2025 · VRSK
• Smurfit Westrock (SW) Q3 2025: North America Margin Hits 17.2% as Value Over Volume Drives Portfolio Reset
  October 29, 2025 · SW
• Otis (OTIS) Q3 2025: Modernization Orders Jump 27%, Accelerating Service-Led Margin Expansion
  October 29, 2025 · OTIS
• TE Connectivity (TEL) Q4 2025: Industrial Segment Grows 34%, AI Revenue Triples to $900M
  October 29, 2025 · TEL
• SiteOne (SITE) Q3 2025: Gross Margin Expands 70bps as Private Label and Branch Optimization Drive Resilience
  October 29, 2025 · SITE
• PPG (PPG) Q3 2025: Aerospace Backlog Hits $310M, Driving Multi-Year Growth Investment
  October 29, 2025 · PPG
• Opera (OPRA) Q3 2025: Query Revenue Jumps 17% as AI Browsing Drives Platform Differentiation
  October 29, 2025 · OPRA
• Naviant (NAVI) Q3 2025: Refi Originations Double, Fueling $195M Cash Flow Upside
  October 29, 2025 · NAVI
• Extreme Networks (EXTR) Q1 2026: SaaS ARR Jumps 24% as Platform 1 Drives Upmarket Momentum
  October 29, 2025 · EXTR
• Fiserv (FI) Q3 2025: Argentina Drives 10pt Growth Swing as Strategic Reset Reshapes Baseline
  October 29, 2025 · FI