Latest Earnings Analysis

• Copart (CPRT) Q4 2025: Global ASPs Jump 5.6%, Auction Liquidity Drives Margin Outperformance
  September 05, 2025 · CPRT
• PHR Q2 2026: $6B Payments TAM Expansion Anchored by AccessOne Acquisition
  September 05, 2025 · PHR
• eGain (EGAN) Q4 2025: AI Knowledge ARR Climbs 25% as Messaging Sunsets and JPMorgan Partnership Deepens
  September 05, 2025 · EGAN
• Lululemon (LULU) Q2 2025: Tariff Impact Drives 300bps Margin Decline as U.S. Sales Stall
  September 05, 2025 · LULU
• DocuSign (DOCU) Q2 2026: IAM Hits Double-Digit Share of Bookings, Fueling 13% Billings Acceleration
  September 05, 2025 · DOCU
• Braze (BRZE) Q2 2026: $862M RPO Signals Expanding Enterprise Pipeline and AI Upsell Leverage
  September 05, 2025 · BRZE
• UiPath (PATH) Q2 2026: Cloud ARR Jumps 25% as Agentic Platform Drives Upsell Momentum
  September 05, 2025 · PATH
• Broadcom (AVGO) Q3 2025: $110B Backlog Anchored by 63% AI Semiconductor Surge
  September 05, 2025 · AVGO
• Argan (AGX) Q2 2026: Backlog Climbs to $2B as Natural Gas Project Pipeline Expands
  September 04, 2025 · AGX
• Smith & Wesson (SWBI) Q1 2026: New Products Drive 37% of Sales as Channel Inventory Clears
  September 04, 2025 · SWBI
• ZUMZ Q2 2025: Private Label Hits 30% of Sales, Powering Margin Expansion and Back-to-School Surge
  September 04, 2025 · ZUMZ
• Sportsman's Warehouse (SPWH) Q2 2025: Inventory Peaks at $443M as Hunt and Fish Drive Market Share Gains
  September 04, 2025 · SPWH
• LifeVantage (LFVN) Q4 2025: MindBody Drives 14% Americas Growth, Love Biome Acquisition Sets Expansion Path
  September 04, 2025 · LFVN
• American Outdoor Brands (AOUT) Q1 2026: E-Commerce Down 35%, Channel Realignment Drives Inventory Strategy
  September 04, 2025 · AOUT
• Concrete Pumping Holdings (BBCP) Q3 2025: $15M Buyback Expansion Counters 13% Revenue Slide
  September 04, 2025 · BBCP
• Torrid (CURV) Q2 2025: 180 Store Closures Propel Digital Mix to 70%, Margin Upside Ahead
  September 04, 2025 · CURV
• ServiceTitan (TTAN) Q2 2026: Operating Margin Jumps 510bps as AI Automation Scales Across Trades
  September 04, 2025 · TTAN
• Toro (TTC) Q3 2025: Professional Segment Margins Climb 250bps as Residential Drag Persists
  September 04, 2025 · TTC
• VersaBank (VBNK) Q3 2025: Securitized Receivable Growth Lifts U.S. Banking Revenue 25%
  September 04, 2025 · VBNK
• GIII Q2 2026: $155M Tariff Cost Forces Margin Reset as Owned Brands Gain Share
  September 04, 2025 · GIII
• Wiley (WLYB) Q1 2026: $29M AI Licensing Surge Validates Platform Expansion Across Research and Corporate R&D
  September 04, 2025 · WLYB
• Brady (BRC) Q4 2025: Acquisitions Add 11.3% to Sales, Margin Reset Ahead of Tariff Headwinds
  September 04, 2025 · BRC
• SAIC (SAIC) Q2 2026: Revenue Contracts 2.7% as On-Contract Growth Stalls, Margin Levers in Focus
  September 04, 2025 · SAIC
• Caleres (CAL) Q2 2025: Tariffs Cut $10M Sales, Margin Pressure Persists Despite Brand Outperformance
  September 04, 2025 · CAL
• Duluth Holdings (DLTH) Q2 2025: Gross Margin Expands 240bps as Promotions Pull Back
  September 04, 2025 · DLTH
• Waterdrop (WDH) Q2 2025: Insurance First-Year Premiums Surge 19%, AI and Product Innovation Drive Growth
  September 04, 2025 · WDH
• Shoe Carnival (SCVL) Q2 2025: Shoe Station Store Base to Exceed 51% in 2026, Flipping Growth Mix
  September 04, 2025 · SCVL
• REV Group (REVG) Q3 2025: Specialty Vehicle Backlog Holds at $4.3B as Throughput Rises 11%
  September 04, 2025 · REVG
• America’s Car-Mart (CRMT) Q1 2026: Gross Margin Rises 160bps as Tariffs and Capital Limits Restrain Volumes
  September 04, 2025 · CRMT
• Endava (DAVA) Q4 2025: 70% Revenue Visibility Anchors AI-Driven Model Shift
  September 04, 2025 · DAVA
• Ciena (CIEN) Q3 2025: Interconnect Orders Set New Record, Fueling 17% Growth Outlook
  September 04, 2025 · CIEN
• 1-800-Flowers.com (FLWS) Q4 2025: Marketing Costs at 25% of Revenue Trigger Strategic Overhaul
  September 04, 2025 · FLWS
• LSAK Q4 2025: EBITDA Guidance Rises 42%, Integration Delivers Scale and Margin Leverage
  September 04, 2025 · LSAK
• PagerDuty (PD) Q2 2026: Usage-Based AIOps Grows 60%, Cementing Platform Shift
  September 04, 2025 · PD
• Regis (RGS) Q4 2025: Operating Income Soars 59% as Supercuts Loyalty Drives Brand Turnaround
  September 04, 2025 · RGS
• GitLab (GTLB) Q2 2026: Paid Seat Growth Drives 70% of Revenue Expansion as Platform Shifts to Hybrid Usage Model
  September 04, 2025 · GTLB
• Salesforce (CRM) Q2 2026: Data Cloud Customer Growth Hits 140%, Fueling Agentic Enterprise Expansion
  September 04, 2025 · CRM
• Credo (CRDO) Q1 2026: AEC Revenue Rises 279% as Hyperscaler Demand Drives Diversification
  September 04, 2025 · CRDO
• C3AI (AI) Q1 2026: Revenue Down 19% as Sales Disruption Forces Strategic Reset
  September 04, 2025 · AI
• Tilly’s (TLYS) Q2 2025: Gross Margin Expands 180bps as Inventory Down 14.5%
  September 04, 2025 · TLYS
• ChargePoint (CHPT) Q2 2026: Gross Margin Hits 33% as Europe Mix and Eaton Partnership Accelerate Model Shift
  September 04, 2025 · CHPT
• Macy’s (M) Q2 2025: Go-Forward Stores Drive 2.2% Comp Gain Amid Tariff Headwinds
  September 04, 2025 · M
• HPE (HPE) Q3 2025: Networking Operating Profit Surges to Nearly 50% of Total, AI Backlog Hits $3.7B
  September 04, 2025 · HPE
• Descartes Systems (DSGX) Q2 2026: Tariff-Driven GTI Surge Lifts Services Revenue 14%
  September 04, 2025 · DSGX
• Asana (ASAN) Q2 2026: AI Studio ARR Doubles, Margin Expands 1600bps as Platform Strategy Accelerates
  September 03, 2025 · ASAN
• AEO Q2 2025: $70M Tariff Hit Mitigated as Celebrity Campaigns Drive 700K New Customers
  September 03, 2025 · AEO
• Sprinklr (CXM) Q2 2026: $140M Buyback Completed as AI Uptake Drives Cloud Cost Shift
  September 03, 2025 · CXM
• 51Talk (COE) Q2 2025: Gross Billings Surge 80% as Active Student Growth Reshapes Path Forward
  September 03, 2025 · COE
• JILL (JILL) Q2 2025: Tariff Impact Rises to $5M Quarterly as Product, Marketing, and Tech Pivot Accelerates
  September 03, 2025 · JILL
• Polestar (PSNY) Q2 2025: Order Intake Jumps 37% as Retail Footprint Doubles, Cost Reset Underway
  September 03, 2025 · PSNY