Latest Earnings Analysis

• Corning (GLW) Q3 2025: Optical Sales Surge 33% as GenAI Demand Outpaces Supply
  October 28, 2025 · GLW
• A.O. Smith (AOS) Q3 2025: North America Margin Expands 110bps as China Sales Sink 12%
  October 28, 2025 · AOS
• The Hartford (HIG) Q3 2025: Small Business Written Premiums Surge 11%, Fueling Diversified Growth
  October 28, 2025 · HIG
• Xylem (XYL) Q3 2025: Margin Expands 200bps as 80-20 Drives Portfolio Focus
  October 28, 2025 · XYL
• Principal Financial Group (PFG) Q3 2025: Margin Expands 180bps as Asset Management Flows Turn Positive
  October 28, 2025 · PFG
• First Sun Capital (FSUN) Q3 2025: $3.4B Balance Sheet Overhaul Anchors Merger Upside
  October 28, 2025 · FSUN
• NBTB Q3 2025: Non-Interest Income Climbs 13%, Diversification Drives Capital Strength
  October 28, 2025 · NBTB
• Travelzoo (TZOO) Q3 2025: Membership Revenue Set to Reach 25% as Club Growth Surges 135%
  October 28, 2025 · TZOO
• NextPoint Residential Trust (NXRT) Q3 2025: Expense Cuts Drive 6% Drop, Setting Up Capital Recycling Pivot
  October 28, 2025 · NXRT
• Crane (CR) Q3 2025: Aerospace & Electronics Backlog Jumps 27% as Defense Tailwinds Build
  October 28, 2025 · CR
• Hubbell (HUBB) Q3 2025: Electrical Segment Delivers 10% Growth as Grid Automation Drag Fades
  October 28, 2025 · HUBB
• CTS (CTS) Q3 2025: Diversified End Markets Surge 22%, Offsetting Transportation Weakness
  October 28, 2025 · CTS
• NextEra Energy (NEE) Q3 2025: Renewables Backlog Reaches 30 GW, Anchoring Decade-Long Growth Trajectory
  October 28, 2025 · NEE
• Franklin Electric (FELE) Q3 2025: Distribution Margin Jumps 190bps as Pricing and Cost Discipline Deepen
  October 28, 2025 · FELE
• CECO (CECO) Q3 2025: Backlog Jumps 64% as $5.8B Pipeline Drives Multi-Year Visibility
  October 28, 2025 · CECO
• Ramaco Resources (METC) Q3 2025: Rare Earths Platform Targets $500M EBITDA, Met Coal Output Cut Amid China Pressure
  October 28, 2025 · METC
• Group 1 Automotive (GPI) Q3 2025: $124M UK Impairment Signals Portfolio Rationalization Ahead
  October 28, 2025 · GPI
• VF Corporation (VFC) Q2 2026: Dickies Divestiture Delivers $600M, Accelerates Leverage Reduction
  October 28, 2025 · VFC
• NXP Semiconductors (NXPI) Q3 2025: Industrial and IoT Up 20% as Inventory Normalizes, Signaling Early Upcycle
  October 28, 2025 · NXPI
• NeoGenomics (NEO) Q3 2025: NGS Revenue Jumps 24% as Community Oncology Penetration Deepens
  October 28, 2025 · NEO
• Incyte (INCY) Q3 2025: Product Revenue Climbs 19% as Pipeline Pruning Sharpens Focus on Next-Decade Growth
  October 28, 2025 · INCY
• Dorman Products (DORM) Q3 2025: Tariff Pricing Lifts Margins 340bps, Supply Chain Diversification Mitigates Volatility
  October 28, 2025 · DORM
• Axalta (AXTA) Q3 2025: Share Repurchases to Hit $250M as Margins Climb 170bps
  October 28, 2025 · AXTA
• Carrier (CARR) Q3 2025: Data Center Orders Boost Backlog 20% as Residential Destocking Hits Margins
  October 28, 2025 · CARR
• SoFi (SOFI) Q3 2025: Fee-Based Revenue Surges 50% as Platform Diversification Accelerates
  October 28, 2025 · SOFI
• Commvault (CVLT) Q2 2026: SaaS ARR Jumps 56%, Cementing Early $1B Milestone as Cloud Shift Accelerates
  October 28, 2025 · CVLT
• ATI (ATI) Q3 2025: Aerospace & Defense Hits 70% of Revenue, Margin Expansion Accelerates
  October 28, 2025 · ATI
• Brown & Brown (BRO) Q3 2025: Specialty Distribution Jumps 30% on Assession Acquisition
  October 28, 2025 · BRO
• New Oriental (EDU) Q1 2026: K-9 Revenue Poised for 20% Growth as Retention Drives Acceleration
  October 28, 2025 · EDU
• Avis Budget Group (CAR) Q3 2025: $100M Recall Cost Weighs on Margin Amid Customer Experience Pivot
  October 28, 2025 · CAR
• American Tower (AMT) Q3 2025: Data Center Revenue Jumps 14% as Leasing, Services Outperform
  October 28, 2025 · AMT
• Wayfair (W) Q3 2025: Contribution Margin Hits 15.8% as Tech Replatforming Unlocks Share Gains
  October 28, 2025 · W
• UnitedHealth Group (UNH) Q3 2025: OptumHealth Membership to Decline 10% as Value-Based Care Refocus Accelerates
  October 28, 2025 · UNH
• FTAI (FTAI) Q3 2025: SCI Upsized 33% to $6B, Accelerating Asset-Light Engine Aftermarket Expansion
  October 28, 2025 · FTAI
• D.R. Horton (DHI) Q4 2025: Incentives Lift 5% Orders as Gross Margin Slides to 20%
  October 28, 2025 · DHI
• Nomura Holdings (NMR) Q2 2026: Wealth and Investment Management Net Inflows Drive 40% Net Income Growth
  October 28, 2025 · NMR
• Novartis (NVS) Q3 2025: Avidity Acquisition Lifts Growth Outlook to 6% CAGR, Adds Three Late-Stage RNA Assets
  October 28, 2025 · NVS
• Leggett & Platt (LEG) Q3 2025: Net Debt Falls $296M as Restructuring Drives Margin Recovery
  October 28, 2025 · LEG
• PayPal (PYPL) Q3 2025: Venmo Revenue Climbs 20% as Branded Experiences Expand
  October 28, 2025 · PYPL
• Zebra Technologies (ZBRA) Q3 2025: RFID and Asia-Pac Drive 23% Regional Growth Amid Segment Realignment
  October 28, 2025 · ZBRA
• Celestica (CLS) Q3 2025: CCS Revenue Soars 43% as 800G Ramp Drives Multi-Year Growth Visibility
  October 28, 2025 · CLS
• Finia (PHIN) Q3 2025: SEM Acquisition Adds $8M, Drives Record Cash Flow and Margin Expansion
  October 28, 2025 · PHIN
• MakeMyTrip (MMYT) Q2 2026: International Revenue Climbs to 28% of Mix as AI Engagement Scales
  October 28, 2025 · MMYT
• Rambus (RMBS) Q3 2025: Product Revenue Climbs 41% as DDR5 Cycle Extends Market Share Gains
  October 28, 2025 · RMBS
• Confluent (CFLT) Q3 2025: Flink Cloud ARR Jumps 70% as AI Context Layer Strategy Accelerates
  October 28, 2025 · CFLT
• Connexa (KNSA) Q3 2025: Arcalyst Prescriber Base Expands by 350, Underpinning Guidance Hike
  October 28, 2025 · KNSA
• Alkermes (ALKS) Q3 2025: Proprietary Product Sales Jump 16% as Orexin Pipeline Accelerates
  October 28, 2025 · ALKS
• Amerant Bancorp (AMTB) Q3 2025: Non-Performing Assets Climb 43% as Asset Quality Takes Center Stage
  October 28, 2025 · AMTB
• Ameris Bancorp (ABCB) Q3 2025: Tangible Book Value Surges 15% Amid Southeast Disruption Tailwind
  October 28, 2025 · ABCB
• Herc Rentals (HRI) Q3 2025: Integration Drives 30% Rental Revenue Surge, Specialty Expansion to Add 50 Locations
  October 28, 2025 · HRI