Latest Earnings Analysis

• Jabil (JBL) Q4 2025: AI Revenue Surges 25% as Data Center Demand Outpaces Capacity
  September 25, 2025 · JBL
• LUXE (LUXE) Q4 2025: MyTheresa AOV Jumps 10% as Group Restructuring Targets €4B Path
  September 25, 2025 · LUXE
• Julong (JLHL) Q1 2025: Engineering Solutions Jump 13.4%, Margin Expansion Signals Quality Growth Shift
  September 25, 2025 · JLHL
• Worthington Steel (WS) Q1 2026: Direct Sales Mix Climbs to 63% Amid Automotive Share Gains
  September 25, 2025 · WS
• HB Fuller (FUL) Q3 2025: EBITDA Margin Expands 110bps as Portfolio Shift Counters Volume Weakness
  September 25, 2025 · FUL
• Accenture (ACN) Q4 2025: Advanced AI Revenue Triples to $2.7B, Fueling Enterprise Transformation Momentum
  September 25, 2025 · ACN
• SCS Q2 2026: Americas Orders Up 8% as Large Corporates Reshape Office Demand
  September 25, 2025 · SCS
• TD SYNNEX (SNX) Q3 2025: HIVE Gross Billings Jump 57% as Hyperscaler Demand Accelerates
  September 25, 2025 · SNX
• KB Home (KBH) Q3 2025: Built-to-Order Margins Outpace Specs by 400bps as Mix Pivot Accelerates
  September 25, 2025 · KBH
• Kandi Technologies (KNDI) Q2 2025: Gross Margin Jumps 13.5 Points as Strategic Shift Accelerates
  September 25, 2025 · KNDI
• Stitch Fix (SFIX) Q4 2025: AOV Climbs 12% as Client-Centric Model Drives Market Share Gains
  September 24, 2025 · SFIX
• Worthington Enterprises (WOR) Q1 2026: Building Products Drive 32% Sales Surge, Margin Expansion Signals Strategic Shift
  September 24, 2025 · WOR
• Cintas (CTAS) Q1 2026: Route-Based Segments Drive 14% First Aid Growth, Guidance Raised
  September 24, 2025 · CTAS
• Micron (MU) Q4 2025: DRAM CapEx Jumps to $18B, Tight Supply Drives Margin Surge
  September 24, 2025 · MU
• Marty Technologies (MRT) Q2 2025: Ride-Hailing Riders Double, Unlocking $3B Market Ambition
  September 24, 2025 · MRT
• AYTU Q4 2025: $10M Exua Launch Investment Signals Strategic Pivot Beyond ADHD Volatility
  September 24, 2025 · AYTU
• AAR (AIR) Q1 2026: Parts Supply Surges 27% as Exclusive Distribution Model Accelerates Share Gains
  September 23, 2025 · AIR
• MillerKnoll (MLKN) Q1 2026: North America Contract Margin Jumps 740bps as Volume, Pricing, and Newness Drive Upside
  September 23, 2025 · MLKN
• AutoZone (AZO) Q4 2025: Commercial Sales Jump 12.5% as Store Expansion Accelerates
  September 23, 2025 · AZO
• Marty Technologies (MRT) Q1 2025: Ride-Hailing Riders Surge 107% as City Expansion Accelerates
  September 22, 2025 · MRT
• MindWalk (IPA) Q1 2026: Netherlands Divestiture Unlocks $16M for AI Platform Acceleration
  September 21, 2025 · IPA
• Lennar (LEN) Q3 2025: Margin Floor Set at 17.5% as Volume Strategy Pauses for Cost Reset
  September 19, 2025 · LEN
• Money Hero (MNY) Q2 2025: Insurance and Wealth Mix Rises to 27%, Resetting Path to Profit
  September 19, 2025 · MNY
• Scholastic (SCHL) Q1 2026: Book Fair Revenue Climbs 18% as Digital and IP Strategy Scales
  September 19, 2025 · SCHL
• FactSet (FDS) Q4 2025: AI-Driven Products Fuel 5.7% Growth, Wealth Segment Expands with Two Seven-Figure Wins
  September 19, 2025 · FDS
• Darden Restaurants (DRI) Q1 2026: Delivery Orders Remain 40% Above Pre-Promo, Driving Mix Shift
  September 19, 2025 · DRI
• Research Solutions (RSSS) Q3 2025: Platform Revenue Climbs to 38% of Mix, Margin Expansion Accelerates
  September 19, 2025 · RSSS
• FedEx (FDX) Q1 2026: $1 Billion Trade Headwind Overshadows 5% Revenue Growth Target
  September 19, 2025 · FDX
• Sangoma (SANG) Q4 2025: Cloud Voice Adoption Drives 90-Day Multi-Site Migrations, Underscoring Hybrid Demand
  September 18, 2025 · SANG
• Cracker Barrel (CBRL) Q4 2025: Traffic Slumps 8% Post-Logo Reversal, Margin Focus Intensifies
  September 18, 2025 · CBRL
• OCC (OCC) Q3 2025: Gross Profit Margin Rises to 31.7% on 23% Sales Growth, Litera Partnership Expands Data Center Reach
  September 17, 2025 · OCC
• High Tide (HITI) Q3 2025: Bricks-and-Mortar EBITDA Jumps 42% as German Expansion Reshapes Growth Path
  September 16, 2025 · HITI
• Ferguson (FERG) Q4 2025: Non-Residential Up 15%, Large Project Pipeline Offsets Residential Drag
  September 16, 2025 · FERG
• iSpire Technologies (ISPR) Q4 2025: $18M ODM Backlog Signals Global Nicotine Pivot Payoff
  September 16, 2025 · ISPR
• Radiant Logistics (RLGT) Q4 2025: M&A Adds $7.6M EBITDA, Expanding North America Platform
  September 16, 2025 · RLGT
• Dave & Buster's (PLAY) Q2 2025: 700bps Remodel Outperformance Highlights Execution Reset
  September 16, 2025 · PLAY
• HAIN Q4 2025: 12% SG&A Reduction Anchors Turnaround Amid Deep Portfolio Reset
  September 15, 2025 · HAIN
• CODA (CODA) Q3 2025: NanoGen Sonar Launch Drives 30.7% Marine Tech Revenue Growth
  September 15, 2025 · CODA
• KalVista (KALV) Q1 2026: 5% of U.S. HAE Population Submits Ectorly Prescriptions, Signaling Rapid Adoption
  September 13, 2025 · KALV
• Huize (HUIZ) Q2 2025: AI-Driven Expense Ratio Drops 16.6 Points as Premiums Surge 73%
  September 12, 2025 · HUIZ
• EVI (EVI) Q4 2025: Continental Acquisition Adds $50M Revenue, Backlog Up 10% as Service Scale Expands
  September 12, 2025 · EVI
• RH (RH) Q2 2025: Europe Lifts Demand 13.7% as Paris Gallery Redefines Global Expansion
  September 12, 2025 · RH
• Farmer Brothers (FARM) Q4 2025: Gross Margin Expands 420bps, Pricing Levers Exhausted as Coffee Headwinds Mount
  September 12, 2025 · FARM
• Adobe (ADBE) Q3 2025: AI-Influenced ARR Surges to $5B, Accelerating Monetization Shift
  September 12, 2025 · ADBE
• IBEX (IBEX) Q4 2025: Digital & Omnichannel Revenue Soars 25%, AI Deployment Accelerates Client Wins
  September 12, 2025 · IBEX
• Frequency Electronics (FEIM) Q1 2026: $71M Backlog Anchors Quantum Sensing Expansion
  September 11, 2025 · FEIM
• Kestra Medical (KMTS) Q1 2026: In-Network Patient Mix Climbs to 80%, Powering Margin Expansion
  September 11, 2025 · KMTS
• RFIL Q3 2025: Gross Margin Surges to 34% as Diversification Drives Operating Leverage
  September 11, 2025 · RFIL
• Kroger (KR) Q2 2025: E-Commerce Delivery Surges 16% as Store Fulfillment Takes Center Stage
  September 11, 2025 · KR
• CULP (CULP) Q1 2026: $6M Cost Actions Accelerate Margin Recovery Amid Tariff Volatility
  September 11, 2025 · CULP