Latest Earnings Analysis

• Arcos Dorados (ARCO) Q2 2025: Digital Loyalty Drives 23% of Sales Amidst 30% Beef Cost Surge
  August 13, 2025 · ARCO
• Navigator Holdings (NVGS) Q2 2025: Share Buybacks Reach 5% Amid Tariff-Driven Volume Hit
  August 13, 2025 · NVGS
• ESEA Q2 2025: Charter Coverage Locks In 67% of 2026 Days at $31,600, Extending Rate Visibility
  August 13, 2025 · ESEA
• Elbit Systems (ESLT) Q2 2025: Backlog Climbs 12% as Europe Drives Double-Digit Growth
  August 13, 2025 · ESLT
• Innoviz (INVZ) Q2 2025: Unit Shipments Set to Surge 10x on OEM Ramp and Non-Auto Expansion
  August 13, 2025 · INVZ
• Venture Global (VG) Q2 2025: 89 LNG Cargoes Boost Contracted Backlog as CP2 Project Costs Rise to $29.5B
  August 13, 2025 · VG
• Creative Realities (CREX) Q2 2025: Hardware Mix Drives 39% Margin as QSR Pipeline Unlocks Back-Half Upside
  August 13, 2025 · CREX
• Lucid Diagnostics (LUCD) Q2 2025: Commercial Revenue Jumps 40% as Medicare Coverage Milestone Nears
  August 13, 2025 · LUCD
• NYAX (NYAX) Q2 2025: Recurring Revenue Jumps to 74% as Embedded Payments Scale
  August 13, 2025 · NYAX
• AMCO Pittsburgh (AP) Q2 2025: Backlog Rises 6% as Tariffs Reshape Order Flow
  August 13, 2025 · AP
• CAE (CAE) Q1 2026: Defense Margin Jumps 45% as Civil Awaits Second-Half Rebound
  August 13, 2025 · CAE
• Catapult (KPLT) Q2 2025: App-Originated Leases Jump 81%, Marketplace Flywheel Accelerates
  August 13, 2025 · KPLT
• Inspirato (ISPO) Q2 2025: BioLink Deal Adds $124M Revenue Platform, Reshaping Growth Outlook
  August 13, 2025 · ISPO
• GreenFirst (FGF) Q2 2025: Duty Rate Jumps to 35%, Forcing Strategic Shift and Cost Discipline
  August 13, 2025 · FGF
• Hudbay Minerals (HBM) Q2 2025: Mitsubishi JV Injects $600M, De-Risks Copper World Build
  August 13, 2025 · HBM
• Team Inc. (TISI) Q2 2025: Inspection and Heat Treating Jumps 15%, Margin Expansion Accelerates
  August 13, 2025 · TISI
• ECG Q2 2025: Backlog Jumps 24% as Data Center, T&D Momentum Extend Growth Visibility
  August 13, 2025 · ECG
• Brinker International (EAT) Q4 2025: Chili’s Traffic Jumps 16%, Unlocking Margin and AUV Expansion
  August 13, 2025 · EAT
• Southland (SLND) Q2 2025: Gross Margin Swings +22pts as Legacy Headwinds Recede
  August 13, 2025 · SLND
• Madison Square Garden Entertainment (MSGE) Q4 2025: Event Count Rises 6%, Setting Up Fiscal 26 Growth Rebound
  August 13, 2025 · MSGE
• ATEX Q1 2026: Accelerator Program Demand Surpasses $500M, Underscoring Private LTE Utility Shift
  August 13, 2025 · ATEX
• PFGC (PFGC) Q4 2025: EBITDA Margin Expands 19.9% as Salesforce Investment Drives Share Gains
  August 13, 2025 · PFGC
• UCL Q2 2025: IoT Monthly Actives Surge 791%, Offsetting Legacy Broadband Drag
  August 13, 2025 · UCL
• SimilarWeb (SMWB) Q2 2025: GenAI Data Hits 8% of Revenue, Powering Multi-Year Contract Upsell
  August 13, 2025 · SMWB
• Diametica Therapeutics (DMAC) Q2 2025: $30M Capital Infusion Extends Runway to 2027 as Preeclampsia Data Advances
  August 13, 2025 · DMAC
• PDS Biotech (PDSB) Q2 2025: Net Loss Rises 13% as Phase III HPV16 Trial Advances
  August 13, 2025 · PDSB
• MPTI Q2 2025: Backlog Jumps 35% as Defense Orders Drive $61M Pipeline
  August 13, 2025 · MPTI
• Strawn & Co (SWAG) Q2 2025: Sales Surge 95% as SLS Acquisition Transforms Scale and Margin Mix
  August 13, 2025 · SWAG
• American Integrity Insurance (AII) Q2 2025: Gross Premiums Jump 29.5% as Tri-County Expansion Unlocks New Market Depth
  August 13, 2025 · AII
• MagTech Digital (MHH) Q2 2025: Bill Rates Climb 5% as Revenue Mix Shifts Toward High-Value Projects
  August 13, 2025 · MHH
• Gauzy (GAUZ) Q2 2025: Backlog Surges to $43M, Setting Up 70% Second-Half Revenue Ramp
  August 13, 2025 · GAUZ
• ARS Pharmaceuticals (SPRY) Q2 2025: NEFI Scripts Jump 180% as DTC and Pediatric Launches Expand Reach
  August 13, 2025 · SPRY
• Organigram (OGI) Q2 2025: International Sales Surge 177% as Global Expansion Accelerates
  August 13, 2025 · OGI
• Crown Crafts (CRWS) Q1 2026: Tariff-Driven Gross Margin Drops 1.8 Points as Inventory Rebuild Begins
  August 13, 2025 · CRWS
• Local Bounty (LOCL) Q2 2025: $7M Annualized Cost Cuts Unlock Margin Expansion Path
  August 13, 2025 · LOCL
• Nexen (NEXN) Q2 2025: Data Product Revenue Jumps 76% as Platform Strategy Deepens
  August 13, 2025 · NEXN
• RGC Resources (RGCO) Q3 2025: 16% EPS Growth Anchored by Main Extensions and MVP Refinancing
  August 13, 2025 · RGCO
• Marex (MRX) Q2 2025: Prime Brokerage Revenue Surges 135%, Fueling Margin Expansion
  August 13, 2025 · MRX
• Stratasys (SSYS) Q2 2025: Cost Actions Lift Adjusted EBITDA Margin to 8% in Q4 Guide
  August 13, 2025 · SSYS
• Gladstone Investment (GAIN) Q1 2026: $130M Deployed in New Buyouts, Margin Caution Amid Tariff Headwinds
  August 13, 2025 · GAIN
• Alico (ALCO) Q3 2025: $42M Cash Pile Powers Shift to Land Development Model
  August 13, 2025 · ALCO
• Kamada (KMDA) Q2 2025: EBITDA Margin Hits 25% as Portfolio Diversification Drives Profitable Growth
  August 13, 2025 · KMDA
• Sonara MedTech (SMTI) Q2 2025: Surgical EBITDA Soars 239% as THP Faces Strategic Pivot
  August 13, 2025 · SMTI
• Global-e (GLBE) Q2 2025: GMV Jumps 34% as Tariff Complexity Drives Merchant Demand
  August 13, 2025 · GLBE
• European Wax Center (EWCZ) Q2 2025: Adjusted EBITDA Margin Climbs 420bps as Turnaround Initiatives Gain Traction
  August 13, 2025 · EWCZ
• SBC (SBC) Q2 2025: Clinic Count Up 36 as Strategic Restructuring Sets Stage for Margin Recovery
  August 13, 2025 · SBC
• BrainsWay (BWAY) Q2 2025: $62M Backlog Anchors Multi-Year Lease Expansion
  August 13, 2025 · BWAY
• PolyPid (PYPD) Q2 2025: DPLEX-100 Cuts Surgical Infection Rates by 58%, Unlocking U.S. Partner Leverage
  August 13, 2025 · PYPD
• NOVA (CAAS) Q2 2025: Gross Margin Hits 60% on Advanced Packaging and Gate-All-Around Tailwinds
  August 13, 2025 · CAAS
• Tiendas 3B (TBBB) Q2 2025: 142 New Stores Drive 38% Sales Surge, Margin Tradeoff Deepens
  August 13, 2025 · TBBB