Latest Earnings Analysis

• Funko (FNKO) Q2 2025: Tariff-Driven Sales Drop of 22% Forces Cost Cuts and Strategic Reset
  August 08, 2025 · FNKO
• DIOD Q2 2025: Asia Demand Drives 14% Revenue Growth, AI and EV Tailwinds Signal Fourth Consecutive Expansion
  August 08, 2025 · DIOD
• Cytokinetics (CYTK) Q2 2025: R&D Spend Rises 41% as Affy-Campten Nears Regulatory Decision
  August 08, 2025 · CYTK
• Con Edison (ED) Q2 2025: $28B Infrastructure Surge Anchors Grid Modernization and Clean Energy Ambitions
  August 08, 2025 · ED
• Crinetics (CRNX) Q2 2025: $1.2B Cash Runway Secured as Palsonify Launch Nears FDA Decision
  August 08, 2025 · CRNX
• Instacart (CART) Q2 2025: Order Growth Accelerates 17% as AI-Fueled Efficiencies Deepen Competitive Moat
  August 08, 2025 · CART
• CarGurus (CARG) Q2 2025: Marketplace Margins Expand 470bps as Car Offer Wind-Down Reshapes Focus
  August 08, 2025 · CARG
• AvePoint (AVPT) Q2 2025: SaaS Mix Climbs to 76%, Channel Drives Margin Expansion
  August 08, 2025 · AVPT
• ABL Q2 2025: Turnover Ratio Surges to 2.3x, Signaling Accelerated Asset Monetization
  August 08, 2025 · ABL
• Amprius (AMPX) Q2 2025: SICOR Shipments Up 450%, Unlocking Positive Gross Margin Inflection
  August 08, 2025 · AMPX
• AbCellera (ABCL) Q2 2025: $750M Liquidity Powers Clinical Pipeline Pivot
  August 08, 2025 · ABCL
• Applied Optoelectronics (AAOI) Q2 2025: 8x CATV Growth Signals Scale Inflection as 800G Ramp Nears
  August 08, 2025 · AAOI
• Alarm.com (ALRM) Q2 2025: Growth Initiatives Hit 30% of SaaS Revenue, Powering $1B Run Rate
  August 08, 2025 · ALRM
• AudioEye (AEYE) Q2 2025: EU Pipeline Triples, Integration Drives Margin Expansion
  August 08, 2025 · AEYE
• Farmer Mac (AGM) Q2 2025: New Segments Lift Net Effective Spread 12% as Diversification Accelerates
  August 08, 2025 · AGM
• CareTrust REIT (CTRE) Q2 2025: $1.1B Deployment Redefines Scale, UK Entry Unlocks New Growth Channel
  August 07, 2025 · CTRE
• SMA Q2 2025: $1.3B Capital Infusion Reshapes Balance Sheet and Expands Acquisition Firepower
  August 07, 2025 · SMA
• IIPR Q2 2025: $270M Life Science Bet Diversifies Beyond Cannabis Amid 12% Revenue Drop
  August 07, 2025 · IIPR
• Kennedy Wilson (KW) Q2 2025: $1.7B Capital Deployed as Rental Housing Share Targets 80%
  August 07, 2025 · KW
• Granite Construction (GVA) Q2 2025: $710M M&A Adds 27% Aggregate Volume, Elevates Margin Profile
  August 07, 2025 · GVA
• Curtiss-Wright (CW) Q2 2025: Backlog Hits $3.8B, Fueling Multi-Year Defense and Nuclear Upside
  August 07, 2025 · CW
• Enerflex (EFXT) Q2 2025: US Contract Compression Fleet Set to Expand 4%, Backed by $1.5B Contracts
  August 07, 2025 · EFXT
• Tennant (TNC) Q2 2025: AMR Sales Hit 6% of Revenue, Driving Product Mix Shift
  August 07, 2025 · TNC
• Universal (UVV) Q1 2026: Tobacco Segment Margin Surges $21M on Asian Mix, Ingredient Headwinds Persist
  August 07, 2025 · UVV
• TechnoGlass (TGLS) Q2 2025: Backlog Hits $1.2B, Locking in Multi-Year Revenue Visibility
  August 07, 2025 · TGLS
• PENN (PENN) Q2 2025: $350M Buyback Target and Digital Inflection Highlight Capital Allocation Pivot
  August 07, 2025 · PENN
• SRI Q2 2025: $775M in New Awards and Control Devices Sale Signal Strategic Refocus
  August 07, 2025 · SRI
• ATS (ATS) Q1 2026: $2.1B Backlog Anchors Margin Expansion Amid CEO Transition
  August 07, 2025 · ATS
• Nebius (NBIS) Q2 2025: ARR Guidance Raised to $1.1B as GPU Capacity Ramps
  August 07, 2025 · NBIS
• Core Medics (CRMD) Q2 2025: Malinta Deal Adds $125M Revenue, Unlocking Specialty Pharma Scale
  August 07, 2025 · CRMD
• GoHealth (GOCO) Q2 2025: $115M Capital Infusion Unlocks M&A Firepower and Removes Going Concern
  August 07, 2025 · GOCO
• Cogent Communications (CCOI) Q2 2025: Wavelength Revenue Jumps 150% as Margin Expansion Accelerates
  August 07, 2025 · CCOI
• Perma-Fix (PESI) Q2 2025: Waste Backlog Jumps 67%, Locking in Second Half Visibility
  August 07, 2025 · PESI
• Hyatt (H) Q2 2025: Playa Sale Unlocks $2B for Asset-Light Expansion
  August 07, 2025 · H
• DXP Enterprises (DXPE) Q2 2025: IPS Sales Jump 27.5%, Backlog Signals Multi-Quarter Growth Runway
  August 07, 2025 · DXPE
• Parker Hannifin (PH) Q4 2025: Aerospace Backlog Climbs to $7.4B, Locking in Multi-Year Visibility
  August 07, 2025 · PH
• Taseko Mines (TGB) Q2 2025: Florence Project 90% Complete as Copper Tariff Tailwind Builds
  August 07, 2025 · TGB
• Kodiak Gas Services (KGS) Q2 2025: Contract Services Margin Jumps 430bps as Fleet Utilization Hits 97%
  August 07, 2025 · KGS
• Lifetime Brands (LCUT) Q2 2025: 80% China Exit Targets Tariff Shock, Reshapes Sourcing Model
  August 07, 2025 · LCUT
• Star Group (SGU) Q3 2025: Acquisitions Add 28M Gallons, Offsetting Weather Drag
  August 07, 2025 · SGU
• Stellus Capital (SCM) Q2 2025: Non-Accruals Drop to 3.8% of Portfolio, Pipeline Expands Amid M&A Uptick
  August 07, 2025 · SCM
• Century Casinos (CNTY) Q2 2025: EBITDA Jumps 50% Sequentially as Strategic Review Signals Portfolio Shift
  August 07, 2025 · CNTY
• TrueCar (TRUE) Q2 2025: TC Plus Drives 115% Cart Rate Surge as Dealer Efficiency Takes Priority
  August 07, 2025 · TRUE
• ARHS Q2 2025: Dallas In-House Shift Drives 390bps EBITDA Margin Expansion
  August 07, 2025 · ARHS
• AVDL Q2 2025: LUMRYZ Patient Base Jumps 63% as Commercial Investments Drive Durable Uptake
  August 07, 2025 · AVDL
• Transcat (TRNS) Q1 2026: Distribution Margins Jump 130bps as Rental Mix Drives Outperformance
  August 07, 2025 · TRNS
• Park-Ohio (PKOH) Q2 2025: $85M Equipment Orders Drive 19% Backlog Growth, Margin Focus Intensifies
  August 07, 2025 · PKOH
• Miller Industries (MLR) Q2 2025: Order Intake Down 30% as Channel Inventory Surplus Drives Production Cuts
  August 07, 2025 · MLR
• Liberty Latin America (LILA) Q2 2025: Adjusted OIBDA Margin Expands 340bps as Puerto Rico Separation Advances
  August 07, 2025 · LILA
• Ultralife (ULBI) Q2 2025: Tariff Spike Cuts Margin by 100bps, Diversification Bets Face Delayed Payoff
  August 07, 2025 · ULBI