Latest Earnings Analysis

• Booz Allen Hamilton (VTMX) Q3 2025: Civil Revenue Drops 22% as National Security Bookings Hit $7.2B
  October 24, 2025 · VTMX
• USCB Financial Holdings (PECO) Q3 2025: Deposit Verticals Reach 27% of Portfolio, Powering Relationship-Driven Growth
  October 24, 2025 · PECO
• PAC Q3 2025: Directly Operated Business Revenue Surges 30%, Offsetting International Traffic Drag
  October 24, 2025 · PAC
• Booz Allen Hamilton (BAH) Q2 2026: Civil Revenue Plunges 22% as National Security Wins Drive Strategic Shift
  October 24, 2025 · BAH
• OMA (OMAB) Q3 2025: Passenger Traffic Up 8% as Monterrey Drives Capacity and Margin Resilience
  October 24, 2025 · OMAB
• Universal Logistics Holdings (ULH) Q3 2025: Intermodal Loss Narrows $5M as Sales Overhaul Gains Traction
  October 24, 2025 · ULH
• Universal Insurance (UVE) Q3 2025: Net Loss Ratio Drops 21.5 Points, Fortifying Florida Profit Profile
  October 24, 2025 · UVE
• Customers Bancorp (CUBI) Q3 2025: Non-Interest Deposits Climb to 31% Amid $1.4B Deposit Surge
  October 24, 2025 · CUBI
• BWMX Q3 2025: EBITDA Margin Expands 362 bps as Inventory Shrinks and Cash Flow Accelerates
  October 24, 2025 · BWMX
• Orchid Island Capital (ORC) Q3 2025: $152M Capital Deployment Powers 6.7% Total Return Rebound
  October 24, 2025 · ORC
• First Western Financial (MYFW) Q3 2025: Deposit Base Jumps $320M, Setting Stage for Margin Expansion
  October 24, 2025 · MYFW
• Flagstar (FLG) Q3 2025: C&I Commitments Jump 26% as Balance Sheet Pivot Accelerates
  October 24, 2025 · FLG
• Stellar Bancorp (STEL) Q3 2025: Net Interest Margin Climbs to 4%, Defying Texas Market Turbulence
  October 24, 2025 · STEL
• Kinsale Capital (KNSL) Q3 2025: Expense Ratio Rises to 21%, Underscoring Cost Discipline Amid Slower Growth
  October 24, 2025 · KNSL
• Mohawk Industries (MHK) Q3 2025: Tariff-Driven Price Hikes Add $110M Cost Headwind, Margin Equilibrium in Sight
  October 24, 2025 · MHK
• Metropolitan Commercial Bank (MCB) Q3 2025: Net Interest Margin Climbs to 3.88% as Deposit Growth Accelerates
  October 24, 2025 · MCB
• Gentex (GNTX) Q3 2025: Vox Adds $84.9M Revenue as Core Sales Fall 6% on Europe and China Weakness
  October 24, 2025 · GNTX
• First Financial Bancorp (FFBC) Q3 2025: Non-Interest Income Hits 31% of Revenue, Efficiency Drive Accelerates
  October 24, 2025 · FFBC
• FISI Q3 2025: Net Interest Margin Expands 16bps, Positioning for 2026 Yield Upside
  October 24, 2025 · FISI
• Byline Bancorp (BY) Q3 2025: Net Interest Margin Expands 39bps as Deposit Mix Shifts
  October 24, 2025 · BY
• EastGroup Properties (EGP) Q3 2025: Leasing Spreads Hold at 22% as Development Starts Slow to $200M
  October 24, 2025 · EGP
• ASR (ASR) Q3 2025: $295M URW Acquisition Signals U.S. Non-Regulated Expansion
  October 24, 2025 · ASR
• SS&C Technologies (SSNC) Q3 2025: EBITDA Margin Climbs to 39.5% as AI and Lift-Outs Drive Expansion
  October 24, 2025 · SSNC
• GrafTech (EAF) Q3 2025: U.S. Volume Jumps 53%, Offsetting Global Pricing Pressure
  October 24, 2025 · EAF
• Eni (E) Q3 2025: Upstream Production Jumps 8.5%, Fueling Buyback Boost and Transition Bets
  October 24, 2025 · E
• HCA (HCA) Q3 2025: Supplemental Payments Add $240M, Powering Margin Upside and Guidance Lift
  October 24, 2025 · HCA
• Procter & Gamble (PG) Q1 2026: 7,000 Role Reduction Targets Agility Amid Margin Pressure
  October 24, 2025 · PG
• Minerals Technologies (MTX) Q3 2025: $100M Growth Investments Set Stage for 2026 Upside
  October 24, 2025 · MTX
• Hilltop Holdings (HTH) Q3 2025: Hilltop Securities Margin Jumps to 18%, Showcasing Broker-Dealer Breadth
  October 24, 2025 · HTH
• Virtus Investment Partners (VRTS) Q3 2025: ETF Assets Surge 79%, Offsetting Quality Equity Outflows
  October 24, 2025 · VRTS
• ITW (ITW) Q3 2025: Operating Margin Expands 90bps as Enterprise Initiatives Drive Quality Amid Choppy Demand
  October 24, 2025 · ITW
• Premise Financial (FRST) Q3 2025: Core Margin Jumps 35bps, Deposit Mix Transformation Drives Earnings Path
  October 24, 2025 · FRST
• Comfort Systems USA (FIX) Q3 2025: Backlog Jumps 65% as Tech and Modular Demand Outpace Labor Constraints
  October 24, 2025 · FIX
• General Dynamics (GD) Q3 2025: Backlog Surges 19% as Aerospace and Defense Order Momentum Accelerates
  October 24, 2025 · GD
• Eastern Bankshares (EBC) Q3 2025: Operating Earnings Jump 44% as HarborOne Integration Drives Scale
  October 24, 2025 · EBC
• Alpine Income Property Trust (PINE) Q3 2025: Loan Investments Climb to $94M, Redefining Portfolio Yield
  October 24, 2025 · PINE
• ICICI Bank (IBN) Q2 2026: Domestic Loan Growth Accelerates to 10.6%, Asset Quality Strengthens
  October 24, 2025 · IBN
• Intel (INTC) Q3 2025: Foundry Loss Narrows by $847M as AI Capacity Constraints Tighten
  October 24, 2025 · INTC
• Newmont (NEM) Q3 2025: $4.5B Free Cash Flow Sets New Record as Cost Discipline Reshapes Portfolio
  October 24, 2025 · NEM
• Digital Realty (DLR) Q3 2025: Backlog Climbs to $852M as AI-Driven Demand Tightens Capacity
  October 24, 2025 · DLR
• McGrath RentCorp (MGRC) Q3 2025: Rental Operations Up 4% as Modular Growth Offsets Sales Decline
  October 24, 2025 · MGRC
• Covenant Logistics (CVLG) Q3 2025: 22% Operating Income Drop Flags Margin Compression and Regulatory Crosswinds
  October 24, 2025 · CVLG
• Deckers (DECK) Q2 2026: Tariff Headwinds Climb to $150M, Mitigation Drives Margin Resilience
  October 24, 2025 · DECK
• World Kinect (WKC) Q3 2025: Aviation Gross Profit Jumps 11% as Portfolio Sharpening Nears Completion
  October 24, 2025 · WKC
• Western Union (WU) Q3 2025: Consumer Services Up 49% as Digital Shift Reshapes Growth Mix
  October 24, 2025 · WU
• Norfolk Southern (NSC) Q3 2025: $75M Revenue Shortfall Highlights Competitive and Tariff Headwinds
  October 24, 2025 · NSC
• Bank of California (BANC) Q3 2025: Net Interest Margin Expands to 3.22% as Deposit Mix Shifts
  October 24, 2025 · BANC
• CIVB Q3 2025: 53% Earnings Jump Anchors Capital Deployment, CRE Lending Reaccelerates
  October 24, 2025 · CIVB
• Precision Drilling (PDS) Q3 2025: 27 Rig Upgrades Signal Capital Discipline and Customer-Led Expansion
  October 24, 2025 · PDS
• West Bancorporation (WTBA) Q3 2025: Net Income Jumps 55% as Margin Expansion and Pristine Credit Quality Sustain Growth
  October 24, 2025 · WTBA