Latest Earnings Analysis

• Pentair (PNR) Q3 2025: Transformation Savings Hit $56M, Margin Expansion Momentum Builds
  October 21, 2025 · PNR
• Flexsteel (FLXS) Q1 2026: 30% Tariff Threat Drives Margin Risk Despite 8th Straight Sales Gain
  October 21, 2025 · FLXS
• AGNC (AGNC) Q3 2025: Economic Return Hits 10.6% as Agency MBS Outperform Treasuries for Fifth Month
  October 21, 2025 · AGNC
• Genuine Parts (GPC) Q3 2025: Motion Backlog Up 20% as Industrial Recovery Lags
  October 21, 2025 · GPC
• Badger Meter (BMI) Q3 2025: Gross Margin Range Rises to 42% on Mix Shift and Smart Water Adoption
  October 21, 2025 · BMI
• Wintrust (WTFC) Q3 2025: Net Income Jumps 11% as Midwest Market Share Gains Accelerate
  October 21, 2025 · WTFC
• Crown Holdings (CCK) Q3 2025: European Beverage Income Jumps 27%, Sustaining Portfolio Cash Flow Strength
  October 21, 2025 · CCK
• Northrop Grumman (NOC) Q3 2025: Book-to-Bill Hits 1.17, Solidifying Backlog Amid Award Delays
  October 21, 2025 · NOC
• Halliburton (HAL) Q3 2025: $100M Quarterly Cost Cuts Reset Capital Allocation as VoltaGrid Deal Expands Growth Path
  October 21, 2025 · HAL
• Coca-Cola (KO) Q3 2025: Operating Margin Expands 120bps as Refranchising Nears Completion
  October 21, 2025 · KO
• Galaxy Digital (GLXY) Q3 2025: Digital Asset Volumes Surge 140% as Data Center Build Accelerates
  October 21, 2025 · GLXY
• RTX (RTX) Q3 2025: Backlog Climbs 13% to $251B, Signaling Multi-Year Demand Visibility
  October 21, 2025 · RTX
• Quest Diagnostics (DGX) Q3 2025: Consumer Channel Grows 30%+, Fueling Margin Expansion and Cash Flow Surge
  October 21, 2025 · DGX
• Danaher (DHR) Q3 2025: Bioprocessing Core Up 6.5%, Margin Expansion Sets Up 100bps+ 2026 Leverage
  October 21, 2025 · DHR
• PulteGroup (PHM) Q3 2025: Active Adult Orders Rise to 24% of Mix, Offsetting First-Time Buyer Weakness
  October 21, 2025 · PHM
• Impact Coatings (ZION) Q3 2025: Coating Services Surge 61% as SOFC Pivot Accelerates
  October 21, 2025 · ZION
• INDB Q3 2025: NIM Expands 25bps as Enterprise Integration Drives Margin Upside
  October 21, 2025 · INDB
• Sandvik (SMMT) Q3 2025: Mining Equipment Orders Surge 75%, Extending Backlog Momentum
  October 21, 2025 · SMMT
• Service First Bank (SFBS) Q3 2025: Margin Expands 10bps as Deposit Cost Controls Offset Loan Softness
  October 21, 2025 · SFBS
• Cleveland-Cliffs (CLF) Q3 2025: Automotive Steel Mix Jumps to 30%, Powering Margin Rebound
  October 21, 2025 · CLF
• Liberty Energy (LBRT) Q3 2025: Power Pipeline Doubles, 1GW Generation Target Drives Strategic Shift
  October 17, 2025 · LBRT
• State Street (STT) Q3 2025: Operating Margin Expands to 36.1% as Real Asset Flows and Institutional Pipeline Hit Multi-Year Highs
  October 17, 2025 · STT
• Cohen & Steers (CNS) Q3 2025: Unfunded Pipeline Doubles to $1.75B, Signaling Institutional Allocation Shift
  October 17, 2025 · CNS
• Bank OZK (OZK) Q3 2025: CIB Outstandings Up $575M as Diversification Accelerates
  October 17, 2025 · OZK
• SLB (SLB) Q3 2025: Digital Revenue Jumps 11% as ChampionX Integration Accelerates Margin Expansion
  October 17, 2025 · SLB
• Glacier Bancorp (GBCI) Q3 2025: Margin Expands 18bps as Texas Entry Reshapes Growth Path
  October 17, 2025 · GBCI
• Regions Financial (RF) Q3 2025: Deposit Share Climbs to Top Quartile as Portfolio Shaping Nears Completion
  October 17, 2025 · RF
• Ally Financial (ALLY) Q3 2025: Auto Originations Surge 25% as Credit Outperforms Peers
  October 17, 2025 · ALLY
• Simmons First National (SFNC) Q3 2025: $1.4B Brokered Deposit Cut Reshapes Margin and Growth Playbook
  October 17, 2025 · SFNC
• Fifth Third (FITB) Q3 2025: Comerica Merger to Drive 150 New Texas Branches, Expanding Southeast Playbook
  October 17, 2025 · FITB
• Webster Financial (WBS) Q3 2025: Loan Balances Rise 2.6% as Deposit Diversity Strengthens Funding Base
  October 17, 2025 · WBS
• Truist (TFC) Q3 2025: Non-Interest Income Jumps 9.9% as Fee Engines Accelerate
  October 17, 2025 · TFC
• FNB (FNB) Q3 2025: Deposit Market Share Climbs in 75% of Markets, Efficiency Ratio Hits 52%
  October 17, 2025 · FNB
• Huntington Bancshares (HBAN) Q3 2025: Veritex Acquisition to Lift NIM by 3bps, Accelerates Texas Scale
  October 17, 2025 · HBAN
• American Express (AXP) Q3 2025: Platinum Card Refresh Drives 2x New Acquisitions, Bolstering Premium Franchise
  October 17, 2025 · AXP
• SL Green (SLG) Q3 2025: Park Avenue Tower Acquisition at 6.2% Cap Rate Signals Scarcity-Driven Upside
  October 17, 2025 · SLG
• Interactive Brokers (IBKR) Q3 2025: Client Equity Surges 40%, Global Platform Drives Record Activity
  October 17, 2025 · IBKR
• Great Southern Bancorp (GSBC) Q3 2025: Net Interest Margin Expands 30bps as Deposit Costs Ease
  October 17, 2025 · GSBC
• CSX (CSX) Q3 2025: $100M Cost Relief Sets Up Margin Expansion as Network Projects Wrap
  October 16, 2025 · CSX
• Home BancShares (HOMB) Q3 2025: Margin Surges to 4.56% as M&A Pipeline Reopens
  October 16, 2025 · HOMB
• Rexford Industrial (REXR) Q3 2025: Leasing Surges to 3.3M Sq Ft, Driving Occupancy and Buyback Firepower
  October 16, 2025 · REXR
• Banner (BANR) Q3 2025: Core Deposit Base Climbs to 89%, Fortifying Funding Amid Rate Volatility
  October 16, 2025 · BANR
• Triumph Financial (TFIN) Q3 2025: Payments Margin Approaches 30% as Expense Base Cut by 5%
  October 16, 2025 · TFIN
• M&T Bank (MTB) Q3 2025: CRE Criticized Balances Down $671M, Setting Up Lending Rebound
  October 16, 2025 · MTB
• First Industrial Realty Trust (FR) Q3 2025: Cash Rental Rate Growth Hits 32% as Development Leasing Drives Guidance Up
  October 16, 2025 · FR
• CMC (CMC) Q4 2025: Precast Platform to Add $250M EBITDA, Reshaping Margin Profile
  October 16, 2025 · CMC
• Snap-on (SNA) Q3 2025: RS&I Organic Growth Accelerates to 8.9%, Underscoring Diagnostic Leadership
  October 16, 2025 · SNA
• Wipro (WIT) Q2 2026: $4.7B Deal Wins Signal AI-Led Vendor Consolidation Tailwind
  October 16, 2025 · WIT
• U.S. Bancorp (USB) Q3 2025: Fee Revenue Jumps 9.5% as Payments and Impact Finance Accelerate
  October 16, 2025 · USB
• Insteel (IIIN) Q4 2025: Gross Margin Expands 700bps as Tariff, Supply Chain Strategy Reshapes Cost Structure
  October 16, 2025 · IIIN