Latest Earnings Analysis

• FSK (FSK) Q2 2025: Non-Accruals Rise to 5.3% as Legacy Assets Drive NAV Pressure
  August 07, 2025 · FSK
• GOGO (GOGO) Q2 2025: Equipment Revenue Surges 59% as Product Cycle Drives Connectivity Upgrade Wave
  August 07, 2025 · GOGO
• ECOVIST (ECVT) Q2 2025: Wagamon Acquisition Adds $22M Sales, Mining and Catalyst Demand Shape 2026 Upside
  August 07, 2025 · ECVT
• EHAB Q2 2025: Hospice Margin Expands 520bps as Home Health Braces for 6.4% CMS Cut
  August 07, 2025 · EHAB
• Crane NXT (CXT) Q2 2025: Authentication Margin Target Raised to 20% as Integration Accelerates
  August 07, 2025 · CXT
• Evergy (EVRG) Q2 2025: 4%–6% EPS Growth Target Reaffirmed as Large-Scale Load Pipeline Hits 15 GW
  August 07, 2025 · EVRG
• Carriage Services (CSV) Q2 2025: Overhead Falls to 13.2% of Revenue, Unlocking Acquisition-Driven Growth
  August 07, 2025 · CSV
• Corteva (CTVA) Q2 2025: $400M Cost Savings Drive 300bps Margin Expansion, Outpacing Industry Headwinds
  August 07, 2025 · CTVA
• Krispy Kreme (DNUT) Q2 2025: $407M Impairment Flags Urgency as Franchise Pivot Accelerates
  August 07, 2025 · DNUT
• Establishment Labs (ESTA) Q2 2025: U.S. Motiva Sales Reach $10.3M, Fueling 27% Direct Market Surge
  August 07, 2025 · ESTA
• DigitalBridge (DBRG) Q2 2025: Co-Invest Margins Jump 30% as Power Bank Hits 21GW
  August 07, 2025 · DBRG
• Datadog (DDOG) Q2 2025: AI Native Revenue Jumps to 11%, Broadening Platform Adoption
  August 07, 2025 · DDOG
• ConocoPhillips (COP) Q2 2025: $1B New Cost Cuts, $5B Dispositions Signal Portfolio High-Grading Surge
  August 07, 2025 · COP
• Cord Energy (CHRD) Q2 2025: Four-Mile Laterals Cut F&D Costs by up to 30% as Efficiency Surges
  August 07, 2025 · CHRD
• Canadian Natural (CNQ) Q2 2025: 82,000 BOE/d from Acquisitions Reshapes Asset Base and Capital Flexibility
  August 07, 2025 · CNQ
• CION Investment (CION) Q2 2025: Share Buyback Upsized by $20M as NAV Rises 1.5%
  August 07, 2025 · CION
• COPA Holdings (CPA) Q2 2025: Operating Margin Holds at 21% as Cost Discipline Offsets Yield Pressure
  August 07, 2025 · CPA
• CMTG Q2 2025: $1.9B in Loan Resolutions Drives Watch List Down 27%
  August 07, 2025 · CMTG
• Kronos Group (CRON) Q2 2025: International Revenue Jumps 36%, Unlocking Global Growth Leverage
  August 07, 2025 · CRON
• Crocs (CROX) Q2 2025: International Mix Surges to 52%, Offsetting U.S. Caution
  August 07, 2025 · CROX
• Barry (BRY) Q2 2025: Utah Well Costs Drop 20%, Unlocking Multi-Basin Margin Expansion
  August 07, 2025 · BRY
• CF Industries (CF) Q2 2025: $2B Buybacks Authorized as Low-Carbon Ammonia Drives Premiums
  August 07, 2025 · CF
• CDE Q2 2025: Free Cash Flow Surges to $146M as Las Chispas Integration Drives Margin Expansion
  August 07, 2025 · CDE
• Constellation Energy (CEG) Q2 2025: Calpine to Add $2 EPS, Cementing Nuclear-Gas Platform Advantage
  August 07, 2025 · CEG
• CARS (CARS) Q2 2025: Dealer Count Climbs by 162, Setting Stage for Marketplace ARPD Upside
  August 07, 2025 · CARS
• Burford Capital (BUR) Q2 2025: New Commitments Surge 71%, Deepening Portfolio Diversification
  August 07, 2025 · BUR
• BWMN Q2 2025: Adjusted EBITDA Margin Jumps 440bps as Operating Leverage Takes Hold
  August 07, 2025 · BWMN
• APA (APA) Q2 2025: Cost Savings Target Raised to $300M, Permian Breakevens Fall to Low $40s
  August 07, 2025 · APA
• Aviana (AVAH) Q2 2025: Preferred Payer Agreements Reach 90, Boosting Margin Stability
  August 07, 2025 · AVAH
• Atmos Energy (ATO) Q3 2025: Texas Legislation Lifts 80% of CapEx to Deferral Eligibility
  August 07, 2025 · ATO
• Appian (APPN) Q2 2025: Cloud Subscription Revenue Up 21% as AI Drives Upmarket Expansion
  August 07, 2025 · APPN
• Alliance (ALNT) Q2 2025: Gross Margin Expands 330bps as Industrial and Defense Mix Deepens
  August 07, 2025 · ALNT
• AIG (AIG) Q2 2025: Expense Ratio Falls to 31% as Underwriting and AI Drive Margin Expansion
  August 07, 2025 · AIG
• Ralph Lauren (RL) Q1 2026: Asia Grows 19%, Driving Upgraded Full-Year Outlook
  August 07, 2025 · RL
• Monogram Technologies (MGRM) Q2 2025: $13.99M Capital Raise Extends Runway Amid FDA Inflection
  August 07, 2025 · MGRM
• Ziff Davis (ZD) Q2 2025: Four Segments Grow 13%, Health and Connectivity Lead Margin Strength
  August 07, 2025 · ZD
• Perimeter Solutions (PRM) Q2 2025: Fire Safety EBITDA Jumps 40% as Operational Model Delivers
  August 07, 2025 · PRM
• BCE (BCE) Q2 2025: Ziply Fiber Boosts EBITDA Growth Above 20% as U.S. Expansion Reshapes Portfolio
  August 07, 2025 · BCE
• MBIA (MBI) Q2 2025: PREPA-Linked Losses Drop 96%, Reshaping Sale Prospects
  August 07, 2025 · MBI
• LandBridge (LB) Q2 2025: Fee-Based Revenue Hits 94% as Surface Use Surges, Pore Space Optionality Expands
  August 07, 2025 · LB
• Plymouth Industrial REIT (PLYM) Q2 2025: $204M Acquisition Pipeline Anchors Infill Growth Amid 13% Rent Spreads
  August 07, 2025 · PLYM
• BARK (BARK) Q1 2026: Commerce Revenue Jumps 50% as Diversification Accelerates
  August 07, 2025 · BARK
• KVHI Q2 2025: LEO Revenue Surges, Offsetting VSAT Decline for 8% Subscriber Growth
  August 07, 2025 · KVHI
• Eve Air Mobility (TH) Q2 2025: $14B Pre-Order Backlog Anchors Path to 2027 Entry
  August 07, 2025 · TH
• Tile Shop (TTSH) Q2 2025: Gross Margin Drops 160bps as Discounting and Mix Shift Challenge Profitability
  August 07, 2025 · TTSH
• Xeris (XERS) Q2 2025: RecorLev Surges 136% as Commercial Portfolio Drives Guidance Hike
  August 07, 2025 · XERS
• AMLX Q2 2025: R&D Spend Up 17% as Avexatide Phase 3 Nears Full Enrollment
  August 07, 2025 · AMLX
• RegeneX Bio (RGNX) Q2 2025: $100M Milestone Fuels Dual Pivotal Launches in Gene Therapy Pipeline
  August 07, 2025 · RGNX
• Intellia (NTLA) Q2 2025: Magnitude Trial Expands 57% to 1,200 Patients, Sharpening Competitive Edge
  August 07, 2025 · NTLA
• Akebia (AKBA) Q2 2025: Vafseo Patient Access Doubles, Setting Stage for 275K Prescriber Surge
  August 07, 2025 · AKBA