Latest Earnings Analysis

• 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
• AEHR (AEHR) Q1 2026: Manufacturing Capacity Expands 5X as AI Burn-In Demand Broadens
  October 08, 2025 · AEHR
• Penguin Solutions (PENG) Q4 2025: Non-Hyperscale AI Revenue Jumps 75% as Customer Mix Shifts
  October 07, 2025 · PENG
• Constellation Brands (STZ) Q2 2026: $105M Cost Savings Offset Macro Drag, Margin Discipline Holds
  October 07, 2025 · STZ
• McCormick (MKC) Q3 2025: Tariff Exposure Rises 56% to $140M, Forcing Margin Mitigation Playbook
  October 07, 2025 · MKC
• VCIG Q2 2025: Technology Revenue Jumps 447%, Marking Structural Shift Toward AI and GPU Services
  October 07, 2025 · VCIG
• VCI Global (VCIG) Q1 2025: Technology Revenue Jumps 447%, Shifting Core Growth Engine
  October 06, 2025 · VCIG
• Resolve (RZLV) Q2 2025: ARR Guidance Jumps 50% as Enterprise AI Adoption Accelerates
  October 06, 2025 · RZLV
• GDTC Q2 2025: Private Blood Banking Adds $156K Revenue, R&D Spend Climbs 19%
  October 03, 2025 · GDTC
• AngioDynamics (ANGO) Q1 2026: MedTech Mix Reaches 47% as Mechanical Thrombectomy Grows 41%
  October 02, 2025 · ANGO
• Cal-Maine Foods (CALM) Q1 2026: Specialty and Prepared Foods Drive 800%+ Growth Shift
  October 01, 2025 · CALM
• ConAgra Brands (CAG) Q1 2026: 98% Service Level Restored, Setting Up Frozen and Snacks for Second-Half Rebound
  October 01, 2025 · CAG
• AYI Q4 2025: AIS Sales Jump $171M as QSC Integration Powers Segment Expansion
  October 01, 2025 · AYI
• NOVA Gold (NG) Q3 2025: Donlin Ownership Rises to 60%, Unlocking $50B Leverage at $3500 Gold
  October 01, 2025 · NG
• RPM (RPM) Q1 2026: SG&A Up $10M as Growth Investments Drive 8% Performance Coatings Volume Surge
  October 01, 2025 · RPM
• Cal-Maine Foods (TSN) Q1 2026: Specialty Eggs and Prepared Foods Reach 40% of Sales, Powering Margin Expansion
  October 01, 2025 · TSN
• Nike (NKE) Q1 2026: $1.5B Tariff Headwind Reshapes Margin Playbook
  October 01, 2025 · NKE
• Paychex (PAYX) Q1 2026: PACOR Synergies Drive 17% Top-Line Expansion, AI and Channel Programs Bolster Pipeline
  September 30, 2025 · PAYX
• Lamb Weston (LW) Q1 2026: Volume Up 6% as Customer Wins Accelerate, Cost Focus Drives Cash Flow
  September 30, 2025 · LW
• NetSol Technologies (NTWK) Q4 2025: Subscription Revenue Climbs 18%, Cementing SaaS Model Shift
  September 30, 2025 · NTWK
• UNFI (UNFI) Q4 2025: Natural Segment Grows 9% as Strategic Plan Drives Margin Expansion
  September 30, 2025 · UNFI
• VRAR Q4 2025: Brightline Drives 105% Q4 Revenue Surge, Spin-Off to Unlock Hidden Value
  September 30, 2025 · VRAR
• IDT (IDT) Q4 2025: High-Margin Segments Reach 31% of Revenue, Fueling Sustainable Growth Shift
  September 30, 2025 · IDT
• Vail Resorts (MTN) Q4 2025: Pass Sales Drop 3% as Marketing Pivot Targets FY27 Recovery
  September 30, 2025 · MTN
• Precision Optics (POCI) Q4 2025: Systems Manufacturing Set for 75% Growth as Margin Recovery Takes Hold
  September 30, 2025 · POCI
• Progress Software (PRGS) Q3 2025: ARR Jumps 47% as AI-Driven Retention and ShareFile Integration Accelerate Growth
  September 29, 2025 · PRGS
• Repositrak (TRAK) Q4 2025: Deferred Revenue Jumps 30% as Automation Expands Addressable Market
  September 29, 2025 · TRAK
• Carnival (CCL) Q3 2025: Net Debt to EBITDA Drops to 3.6x, Unlocking Capital Return Path
  September 29, 2025 · CCL
• UXIN (UXIN) Q2 2026: Retail Volume Soars 154% as Superstore Model Scales Nationwide
  September 29, 2025 · UXIN
• BlackBerry (BB) Q2 2026: QNX Margin Hits 32% as Design Wins Accelerate in Safety-Critical Markets
  September 28, 2025 · BB
• American Battery Technology (ABAT) Q4 2025: Revenue Triples as Reno Recycling Plant Hits 70% Throughput Lift
  September 28, 2025 · ABAT
• CLSQ (WKEY) Q2 2025: Pipeline Surges to $170M as Post-Quantum Demand Accelerates
  September 26, 2025 · WKEY
• KNOP Q2 2025: $895M Backlog Extends Charter Visibility as Fleet Age Drops to 9.7 Years
  September 26, 2025 · KNOP
• UEC Q4 2025: Unhedged Inventory Reaches 1.36M Pounds as Vertical Integration Accelerates
  September 26, 2025 · UEC
• LightPath (LPTH) Q4 2025: Backlog Quadruples to $90M as Infrared Systems Strategy Accelerates
  September 26, 2025 · LPTH
• Legacy Education (LGCY) Q4 2025: Enrollment Jumps 41.8% as Program Expansion Drives Healthcare Pipeline
  September 26, 2025 · LGCY
• Tamborin Resources (TBN) Q4 2025: Beetaloo Drilling Cycle Hits 19-Day Best, Farm-Out and Gas Sales Catalysts Ahead
  September 26, 2025 · TBN
• Costco (COST) Q4 2025: Executive Membership Upgrades Drive 9% Growth, Fueling Share Gains
  September 26, 2025 · COST
• Armlogy (BTOC) Q4 2025: Active Customer Base Surges 4x, Profitability Remains Elusive
  September 25, 2025 · BTOC
• Concentrix (CNXC) Q3 2025: 40% of New Wins Feature AI Suite, Margin Recovery Hinges on Capacity Reset
  September 25, 2025 · CNXC
• CarMax (KMX) Q2 2026: $150M SG&A Cut Targets Margin Flexibility Amid Demand Softness
  September 25, 2025 · KMX