Latest Earnings Analysis

• Oceaneering (OII) Q3 2025: ADTech Revenue Jumps 27% as Defense Pipeline Expands
  October 23, 2025 · OII
• First Merchants (FRME) Q3 2025: 9% Loan Growth Signals Midwest Lending Outperformance
  October 23, 2025 · FRME
• Brandywine Realty Trust (BDN) Q3 2025: $73M Asset Sales, Recap Pipeline Sets Up 2026 NOI Surge
  October 23, 2025 · BDN
• Origin Bancorp (OBK) Q3 2025: Noninterest-Bearing Deposits Jump 8.6%, Offsetting Loan Growth Headwind
  October 23, 2025 · OBK
• First Citizens (FCNCA) Q3 2025: SVB Commercial Loans Jump 10%, Pipeline Holds $10B Opportunity
  October 23, 2025 · FCNCA
• FTI Consulting (FCN) Q3 2025: Corp Fin Revenue Jumps 19%, Offsetting Economic Consulting Drag
  October 23, 2025 · FCN
• Integer (ITGR) Q3 2025: 3-4% Product Headwind Signals Flat 2026, Margin Discipline in Focus
  October 23, 2025 · ITGR
• UVSP Q3 2025: Core NIM Expands 9bps as Deposit Costs and Loan Growth Remain in Focus
  October 23, 2025 · UVSP
• Visteon (VC) Q3 2025: $1.8B in New Wins Offsets 6% Sales Drop, AI Cockpit Bets Accelerate
  October 23, 2025 · VC
• Veris Residential (VRE) Q3 2025: Asset Sales Hit $542M, Accelerating Deleveraging Path
  October 23, 2025 · VRE
• Gentherm (THRM) Q3 2025: $745M New Automotive Awards Signal Expansion Beyond Core Auto
  October 23, 2025 · THRM
• Sonic Automotive (SAH) Q3 2025: PowerSports Revenues Surge 42%, Offsetting EchoPark Used Headwinds
  October 23, 2025 · SAH
• Roper Technologies (ROP) Q3 2025: $3B Buyback Debuts as AI and M&A Drive 14% Revenue Growth
  October 23, 2025 · ROP
• IMAX (IMAX) Q3 2025: Content Solutions Margin Soars to 71% as Global Box Office Mix Shifts
  October 23, 2025 · IMAX
• Lazard (LAZ) Q3 2025: Asset Management Inflows Hit $4.6B as Productivity Per MD Approaches $9M
  October 23, 2025 · LAZ
• Graco (GGG) Q3 2025: Acquisitions Add 6% Growth as Organic Revenue Slips
  October 23, 2025 · GGG
• Darling Ingredients (DAR) Q3 2025: Feed Segment EBITDA Climbs 32%, Offsetting Renewables Volatility
  October 23, 2025 · DAR
• BankWell (BWFG) Q3 2025: NIM Expands 24bps as Deposit Mix and SBA Gains Drive Margin Upside
  October 23, 2025 · BWFG
• Wyndham Hotels (WH) Q3 2025: Room Openings Surge 21% as RevPAR Pressure Drives Strategic Fee Mix Shift
  October 23, 2025 · WH
• Tractor Supply (TSCO) Q3 2025: Direct Sales Surges to $200K Weekly, Margin Expansion Signals for 2026
  October 23, 2025 · TSCO
• Annaley Capital (NLY) Q3 2025: Economic Return Climbs 8.1% as Agency MBS Overweight Drives Portfolio Stability
  October 23, 2025 · NLY
• Iridium (IRDM) Q3 2025: OEBITDA Climbs 10% as Strategic Capital Pivot Targets IoT and PNT Expansion
  October 23, 2025 · IRDM
• Kaiser Aluminum (KALU) Q3 2025: EBITDA Margin Hits 23% as Packaging and Aerospace Investments Ramp
  October 23, 2025 · KALU
• Helix Energy (HLX) Q3 2025: Robotics Utilization Hits 100% as Segment Drives Highest Results Since 2014
  October 23, 2025 · HLX
• BPOP Q3 2025: Loan Growth Hits $502M as Deposit Competition Intensifies
  October 23, 2025 · BPOP
• Ardagh Metal Packaging (AMBP) Q3 2025: 17% Brazil Volume Decline Drives Segment Reset, Guidance Raised on North America and Europe Strength
  October 23, 2025 · AMBP
• Atlantic Union Bankshares (AUB) Q3 2025: Sandy Spring Integration Drives $250M Credit Improvement, Margin Expansion in Sight
  October 23, 2025 · AUB
• Union Pacific (UNP) Q3 2025: Operating Ratio Improves 180bps as Pricing and Productivity Offset Volume Decline
  October 23, 2025 · UNP
• T-Mobile (TMUS) Q3 2025: Postpaid Net Add Guidance Raised $1B as Differentiation Widens
  October 23, 2025 · TMUS
• CBRE (CBRE) Q3 2025: Data Center Revenue Jumps 40%, Setting Durable Growth Trajectory
  October 23, 2025 · CBRE
• Dover (DOV) Q3 2025: 26.1% EBITDA Margin Signals Structural Productivity Payoff
  October 23, 2025 · DOV
• Southwest Airlines (LUV) Q3 2025: $1B Assigned Seating EBIT Target Sets 2026 Profit Ramp
  October 23, 2025 · LUV
• Euronet (EEFT) Q3 2025: Digital Transactions Up 32%, Offsetting Macro and Policy Headwinds
  October 23, 2025 · EEFT
• Medpace (MEDP) Q3 2025: Pre-Backlog Surges 30%, Locking in Revenue Visibility for 2026
  October 23, 2025 · MEDP
• Meta Platforms (META) Q3 2025: $600B U.S. Investment Target Redefines AI and Infrastructure Ambition
  October 23, 2025 · GTX
• Selective Insurance (SIGI) Q3 2025: Reserve Actions Add 3.3 Points to Combined Ratio as Underwriting Tightens
  October 23, 2025 · SIGI
• Hasbro (HAS) Q3 2025: Wizards Revenue Soars 42% as Magic Drives Digital Expansion
  October 23, 2025 · HAS
• Mobileye (MBLY) Q3 2025: IQ6 Surround ADAS Wins Second Major OEM, Expanding High-Volume Platform Reach
  October 23, 2025 · MBLY
• Allegion (ALLE) Q3 2025: $600M Deployed in Acquisitions Powers Portfolio and Margin Expansion
  October 23, 2025 · ALLE
• American Airlines (AAL) Q3 2025: Premium Seat Growth to Outpace Main Cabin by 2x, Shaping Margin Trajectory
  October 23, 2025 · AAL
• FirstEnergy (FE) Q3 2025: Transmission CapEx Jumps 30%, Locking in Data Center Load Growth
  October 23, 2025 · FE
• CenterPoint Energy (CNP) Q3 2025: Texas Portfolio to Reach 70% After $2.6B Ohio LDC Sale
  October 23, 2025 · CNP
• Honeywell (HON) Q3 2025: Orders Surge 22%, Automation Realignment Sets Stage for 2026 Margin Expansion
  October 23, 2025 · HON
• ICON (ICLR) Q3 2025: $900M Cancellations Cap Margin as Tech Investments Offset Pricing Pressure
  October 23, 2025 · ICLR
• Packaging Corporation of America (PKG) Q3 2025: Greif Acquisition Lifts OCC Mix to 30%, Drives Integration Upside
  October 23, 2025 · PKG
• TechnipFMC (FTI) Q3 2025: Subsea 2.0 Orders Top 50%, Driving Margin Expansion Into 2026
  October 23, 2025 · FTI
• Churchill Downs (CHDN) Q3 2025: Live & Historical Racing Revenue Climbs 21% on Derby and HRM Expansion
  October 23, 2025 · CHDN
• Horizon Bancorp (HBNC) Q3 2025: Net Interest Margin Surges Past 4% as Balance Sheet Overhaul Accelerates Capital Generation
  October 23, 2025 · HBNC
• STMicroelectronics (STM) Q3 2025: Power & Discrete Margins Sink to -15%, Forcing Manufacturing Overhaul
  October 23, 2025 · STM
• CACI (CACI) Q1 2026: $5B Bookings Double Down on Tech-Driven Margin Expansion
  October 23, 2025 · CACI