Latest Earnings Analysis

• Travelers (TRV) Q3 2025: Share Repurchase Plan Rises to $3.5B, Capital Deployment Accelerates
  October 16, 2025 · TRV
• ManpowerGroup (MAN) Q3 2025: Enterprise Mix Drives 50bps Margin Compression Amid Early Signs of Stabilization
  October 16, 2025 · MAN
• United Airlines (UAL) Q3 2025: Premium Revenue Up 6% as Brand Loyalty Drives Margin Expansion
  October 16, 2025 · UAL
• KeyCorp (KEY) Q3 2025: Net Interest Margin Hits 2.75% as Fee Engines and Capital Flexibility Accelerate
  October 16, 2025 · KEY
• Pinnacle Financial Partners (PNFP) Q3 2025: BHG Earnings Surge 90%, Fueling Upgraded Non-Interest Income Guidance
  October 16, 2025 · PNFP
• Infosys (INFY) Q2 2026: Large Deal TCV Hits $3.2B, AI Services Drive Market Share Gains
  October 16, 2025 · INFY
• Interpac Tool Group (SNV) Q4 2025: DTA Cross-Sell Drives 45% Order Uptick, Expanding Margin Leverage
  October 16, 2025 · SNV
• Marsh McLennan (MMC) Q3 2025: Thrive Program Targets $400M Cost Savings Amid 16% Marsh Growth
  October 16, 2025 · MMC
• Loop Industries (LOOP) Q2 2026: India Facility CapEx Drops $6M as Anchor Offtake Secured
  October 16, 2025 · LOOP
• TSMC (TSM) Q3 2025: Advanced Nodes Reach 74% of Revenue, Tight AI Capacity Drives Strategic Expansion
  October 16, 2025 · TSM
• JB Hunt (JBHT) Q3 2025: $100M Cost-Out Initiative Delivers 8% Operating Income Lift Amid Flat Revenue
  October 16, 2025 · JBHT
• Prologis (PLD) Q3 2025: Data Center Pipeline Hits 5.2GW, Unlocking $15B Value Creation Path
  October 15, 2025 · PLD
• PNC (PNC) Q3 2025: Commercial Deposit Growth Surges $9B, Reshaping NIM Trajectory
  October 15, 2025 · PNC
• America Movil (AMX) Q3 2025: Free Cash Flow Jumps 47% on Margin Gains and Network Leverage
  October 15, 2025 · AMX
• Karo (KARO) Q2 2026: ARR Climbs 20% as Southeast Asia Headcount Expands 70%
  October 15, 2025 · KARO
• Bank7 (BSVN) Q3 2025: Loan Pipeline Drives High-Single-Digit Growth Despite Margin Compression
  October 15, 2025 · BSVN
• Abbott (ABT) Q3 2025: Medical Devices Surge 12.5% as Portfolio Expansion Drives Durable Growth
  October 15, 2025 · ABT
• First Horizon (FHN) Q3 2025: Net Interest Margin Expands 15bps, Deposit Retention Remains Critical
  October 15, 2025 · FHN
• Synchrony Financial (SYF) Q3 2025: Delinquency Rate Drops 39 bps as Credit Actions Drive Outperformance
  October 15, 2025 · SYF
• Morgan Stanley (MS) Q3 2025: Wealth Management Margin Surges to 30%, Signaling Operating Leverage Inflection
  October 15, 2025 · MS
• Citizens Financial Group (CFG) Q3 2025: Private Bank Deposits Surge $3.8B, Accelerating Strategic Shift
  October 15, 2025 · CFG
• ASML (ASML) Q3 2025: EUV Orders Reach €3.6B as AI Drives Segment Shift
  October 15, 2025 · ASML
• Bank of America (BAC) Q3 2025: Net Interest Income Set for $1B Quarterly Climb, Automation Drives Efficiency
  October 15, 2025 · BAC
• Champions Oncology (CSBR) Q1 2026: Gross Margin Drops to 43% as Radio Labeling Costs Weigh on Profitability
  October 15, 2025 · CSBR
• Hancock Whitney (HWC) Q3 2025: Fee Income Jumps 8% as Organic Growth and Dallas Expansion Accelerate
  October 14, 2025 · HWC
• Citi (C) Q3 2025: $5B Buyback and 15% Markets Surge Signal Strategic Reset Ahead of Investor Day
  October 14, 2025 · C
• Sonotech (SOTK) Q2 2026: Medical Device Revenue Jumps 150% as Diversification Offsets Clean Energy Slowdown
  October 14, 2025 · SOTK
• Wells Fargo (WFC) Q3 2025: $6.1B Buybacks Underscore Capital Deployment Shift Post-Asset Cap
  October 14, 2025 · WFC
• Goldman Sachs (GS) Q3 2025: Advisory Revenues Surge 60% as $1T M&A Pipeline Sets Multi-Year Growth Path
  October 14, 2025 · GS
• FB Financial (FBK) Q3 2025: Net Interest Income Jumps 32% as Southern States Merger Lifts Margin
  October 14, 2025 · FBK
• Albertsons (ACI) Q2 2025: $750M Buyback and 23% Digital Growth Signal New Capital Allocation Era
  October 14, 2025 · ACI
• Domino’s Pizza (DPZ) Q3 2025: U.S. Carryout Comps Jump 8.7% as Value Promotions Fuel Market Share Gains
  October 14, 2025 · DPZ
• JPMorgan Chase (JPM) Q3 2025: CIB Revenue Jumps 17% as Markets and IB Activity Accelerate
  October 14, 2025 · JPM
• Johnson & Johnson (JNJ) Q3 2025: Orthopedics Separation Targets 75bps Margin Lift, Accelerating MedTech Focus
  October 14, 2025 · JNJ
• Fastenal (FAST) Q3 2025: Fastener Sales Surge 15%, Margin Expansion Defies Flat Industrial Market
  October 13, 2025 · FAST
• APOG Q2 2026: $12M Order Push Delays Revenue, Nuclear and Middle East Backlog Expand
  October 10, 2025 · APOG
• Oil-Dri (ODC) Q4 2025: B2B Revenue Jumps 24%, Mix Shift Drives Margin Upside
  October 10, 2025 · ODC
• Applied Digital (APLD) Q1 2026: $11B CoreWeave Lease Locks in 15-Year Visibility as AI Data Center Build Accelerates
  October 10, 2025 · APLD
• Park Aerospace (PKE) Q2 2026: Missile Materials Orders Jump, $5M Expansion Signals Defense Upside
  October 10, 2025 · PKE
• Levi Strauss (LEVI) Q3 2025: DTC Channel Drives 9% Growth, Margin Expansion Continues
  October 10, 2025 · LEVI
• AZZ (AZZ) Q2 2026: Metal Coatings Margins Hold Above 30% Despite Mixed Precoat Volumes
  October 09, 2025 · AZZ
• Delta Air Lines (DAL) Q3 2025: Premium Revenue Outpaces Main Cabin by 13 Points, Accelerating Margin Expansion
  October 09, 2025 · DAL
• Richardson Electronics (RELL) Q1 2026: Semi-Fab Sales Surge 52%, Powering Engineered Solutions Growth
  October 09, 2025 · RELL
• Helen of Troy (HELE) Q2 2026: Tariff Pressures Cut Operating Margin by 360bps, Forcing Strategic Reset
  October 09, 2025 · HELE
• FTG (BYRN) Q3 2025: Backlog Rises 12% as Global Diversification Buffers Tariff Risks
  October 09, 2025 · BYRN
• PepsiCo (PEP) Q3 2025: Margin Expansion Signals Cost Reset as Portfolio Transformation Accelerates
  October 09, 2025 · PEP
• Bassett Furniture (BSET) Q3 2025: Gross Margin Expands 320bps as Tariff Pressures Persist
  October 09, 2025 · BSET
• Neogen (NEOG) Q1 2026: $20M Cost Actions Signal Reset as Margin Recovery Hinges on Execution
  October 09, 2025 · NEOG
• RGP (RGP) Q1 2026: Consulting Bill Rates Jump 11% as Transformation Strategy Gains Traction
  October 09, 2025 · RGP
• Saratoga Investment (SAR) Q2 2026: $407M Dry Powder Sets Stage for 41% Portfolio Growth
  October 08, 2025 · SAR