Latest Earnings Analysis

• US Foods (USFD) Q2 2025: Pronto Sales Target Raised 50% as Margin Hits 5.4%
  August 07, 2025 · USFD
• Talent Energy (TLN) Q2 2025: Freedom and Guernsey Add 40%+ Free Cash Flow Accretion, Sharpening PJM Growth Leverage
  August 07, 2025 · TLN
• CELA (SILA) Q2 2025: $70M New LOIs Signal Accelerated Net Lease Acquisition Pipeline
  August 07, 2025 · SILA
• Star Bulk Carriers (SBLK) Q2 2025: $54M Buyback, 53% Net Debt Reduction, and Fleet Renewal Drive Capital Discipline
  August 07, 2025 · SBLK
• Construction Partners (ROAD) Q3 2025: Backlog Climbs to $2.94B, Securing Sunbelt Growth Trajectory
  August 07, 2025 · ROAD
• Seadrill (SDRL) Q2 2025: Utilization Climbs to 93% as Market Recovery Signals Build for 2026
  August 07, 2025 · SDRL
• SABR Q2 2025: $1B Debt Reduction Reshapes Balance Sheet Amid Booking Headwinds
  August 07, 2025 · SABR
• Runway Growth Finance (RWAY) Q2 2025: Portfolio Fair Value Dips 0.7% as Selectivity Rules Origination
  August 07, 2025 · RWAY
• Pennant Group (PNTG) Q2 2025: Home Health Revenue Jumps 28%, Southeast Expansion Set to Reshape Portfolio
  August 07, 2025 · PNTG
• Permian Resources (PR) Q2 2025: $50M Free Cash Flow Uplift Secured by Downstream Marketing Shift
  August 07, 2025 · PR
• Primerica (PRI) Q2 2025: ISP Sales Up 15%, Offsetting Term Life Headwinds
  August 07, 2025 · PRI
• United Parks & Resorts (PRKS) Q2 2025: $15M Cost Cuts Target Second-Half Margin Recovery Amid Orlando Outperformance
  August 07, 2025 · PRKS
• Olaplex (OLPX) Q2 2025: DTC Grows 13.8% as Brand Rebuild and Innovation Drive Channel Rebalancing
  August 07, 2025 · OLPX
• Peloton (PTON) Q4 2025: $100M Cost Cuts and Margin Gains Anchor Wellness Expansion Pivot
  August 07, 2025 · PTON
• Prestige Consumer Healthcare (PBH) Q1 2026: Clear Eyes Supply Disruption Drives 8% North America Drop, Pillar 5 Acquisition Targets Recovery
  August 07, 2025 · PBH
• OBDC Q2 2025: Target Leverage Path Signals Potential 200bps ROE Expansion
  August 07, 2025 · OBDC
• Marcus & Millichap (MMI) Q2 2025: Financing Revenue Jumps 44% as Lending Market Thaws
  August 07, 2025 · MMI
• Liquidity Services (LQDT) Q3 2025: Consignment Model Surges to 80% of GMV, Driving Margin Expansion
  August 07, 2025 · LQDT
• Martin Marietta (MLM) Q2 2025: Aggregates Gross Profit Per Ton Jumps 10% as Asset Swap Reshapes Portfolio
  August 07, 2025 · MLM
• Nutrien (NTR) Q2 2025: Potash Sales Guidance Raised as Market Demand Hits 75M Ton High
  August 07, 2025 · NTR
• Nexstar (NXST) Q2 2025: CW Losses Improve by $21M as Sports Strategy Drives Network Momentum
  August 07, 2025 · NXST
• MG Q2 2025: 200bps Margin Expansion Signals Profitable Mix Shift Amid Revenue Reset
  August 07, 2025 · MG
• Nova (NVMI) Q2 2025: Advanced Packaging Revenue Jumps 31% as Metrology Demand Accelerates
  August 07, 2025 · NVMI
• MetLife (MET) Q2 2025: Asia Sales Jump 29% in Japan, Offsetting Underwriting Drag
  August 07, 2025 · MET
• Maximus (MMS) Q3 2025: Federal Segment Margin Hits 18.1% as Policy Tailwinds Build
  August 07, 2025 · MMS
• LUNR Q2 2025: Satellite Vertical Integration Drives $10.1M Revenue Shift, Anchors Deep Space Data Ambitions
  August 07, 2025 · LUNR
• NCR Atleos (NATL) Q2 2025: ATM as a Service Backlog Surges 105%, Reinforcing Recurring Revenue Model
  August 07, 2025 · NATL
• MACOM (MTSI) Q3 2025: Data Center Revenue Up 48% as Product Diversification Drives Record Backlog
  August 07, 2025 · MTSI
• Montrose Environmental (MEG) Q2 2025: 35% Revenue Surge Highlights Organic Engine and Margin Expansion
  August 07, 2025 · MEG
• Montauk Renewables (MNTK) Q2 2025: RNG OpEx Spikes 22% as Regulatory Shifts Pressure Margins
  August 07, 2025 · MNTK
• Intrepid Potash (IPI) Q2 2025: Production Guidance Cut by 30,000 Tons as AMAX Brine Disappoints
  August 07, 2025 · IPI
• Horace Mann (HMN) Q2 2025: Core EPS Guidance Raised 8% as Cat Losses Fall and Distribution Expands
  August 07, 2025 · HMN
• HP (HP) Q3 2025: $50M Cost Synergies Unlocked as Global Rig Footprint Expands
  August 07, 2025 · HP
• Leggett & Platt (LEG) Q2 2025: Metal Margin Expands 150bps as Restructuring Nears Completion
  August 07, 2025 · LEG
• Installed Building Products (IBP) Q2 2025: Heavy Commercial Sales Jump 9% as Geographic Mix Drives Outperformance
  August 07, 2025 · IBP
• JBI Q2 2025: International Revenue Jumps 58% as Commercial Mix Drives Margin Stabilization
  August 07, 2025 · JBI
• Kelly Services (KELYA) Q2 2025: Margin Expansion Guidance Despite 5-7% Revenue Decline
  August 07, 2025 · KELYA
• Hertz (HTZ) Q2 2025: Depreciation Per Unit Falls to $251, Unlocking Fleet-Driven Margin Rebound
  August 07, 2025 · HTZ
• Ligand (LGND) Q2 2025: Royalty Revenue Surges 57% as Pipeline and Portfolio Expansion Drive Upward Guidance
  August 07, 2025 · LGND
• Hut 8 (HUT) Q2 2025: 90% of Energy Capacity Locked Under Contract, Power-First Model Drives Structural Shift
  August 07, 2025 · HUT
• Lilly (LLY) Q2 2025: GLP-1 Franchise Powers 38% Top-Line Surge, Capacity Expansion to 1.8x Fuels Long-Term Growth
  August 07, 2025 · LLY
• KTB Q2 2025: Helly Hansen Raises Revenue Run Rate to $455M, Unlocking Brand Synergy Upside
  August 07, 2025 · KTB
• First Advantage (FA) Q2 2025: EBITDA Margin Expands 270bps as Synergy Capture Outpaces Macro Drag
  August 07, 2025 · FA
• GoodRx (GDRX) Q2 2025: Pharma Solutions Revenue Surges 32% as Retail Disruption Reshapes Growth Mix
  August 07, 2025 · GDRX
• GCM Grosvenor (GCMG) Q2 2025: Infrastructure AUM Climbs 26% CAGR, Anchoring Growth Trajectory
  August 07, 2025 · GCMG
• FNF Q2 2025: Commercial Title Orders Up 23% as F&G Sidecar Unlocks Fee-Based Growth
  August 07, 2025 · FIS
• Hecla Mining (HL) Q2 2025: Silver Margins Surge to 85% as Keno Hill Ramps and Debt Falls $212M
  August 07, 2025 · HL
• Howard Hughes Holdings (HHH) Q2 2025: Pershing Square’s $900M Injection Fuels Insurance Pivot
  August 07, 2025 · HHH
• HG (HG) Q2 2025: Share Buybacks Hit $50M as Premiums Rise 18% on Bermuda Strength
  August 07, 2025 · HG
• F&G (FG) Q2 2025: $1B Blackstone Sidecar Unlocks Fee-Based Margin Expansion
  August 07, 2025 · FG