Latest Earnings Analysis

• CACI (CACI) Q4 2025: Free Cash Flow Per Share Set to Jump 60% as Software-Driven Pipeline Expands
  August 07, 2025 · CACI
• Altice USA (ATUS) Q2 2025: Video Declines Drive 4.2% Revenue Drop, Fiber and Mobile Expansion Counters Churn
  August 07, 2025 · ATUS
• Aspen Aerogels (ASPN) Q2 2025: $65M Cost Reset Doubles EBITDA Leverage Ahead of 2026 Growth Pivot
  August 07, 2025 · ASPN
• BDX Q3 2025: $4B Waters Deal Sets Stage for Margin Expansion and Focused MedTech Growth
  August 07, 2025 · BDX
• ACI Worldwide (ACIW) Q2 2025: ARR Bookings Jump 86%, Pipeline and Kinetic Drive Revenue Visibility
  August 07, 2025 · ACIW
• American Coastal (ACIC) Q2 2025: 12.4% Reinsurance Cost Drop Expands Margin Flexibility
  August 07, 2025 · ACIC
• ElectriCore (ECOR) Q2 2025: Growth Investments Raise Break-Even Target by 55% as Truvega Drives Channel Shift
  August 07, 2025 · ECOR
• Amtech Systems (ASYS) Q3 2025: AI Equipment Revenue Jumps 5x, Offsetting Mature Node Weakness
  August 07, 2025 · ASYS
• Gulf Island (GIFI) Q2 2025: $35M Structural Steel Win Signals Diversification Beyond Oil and Gas
  August 07, 2025 · GIFI
• Topgolf Callaway Brands (MODG) Q2 2025: Topgolf Traffic Jumps 6% as Value Initiatives Shift Momentum
  August 07, 2025 · MODG
• SERA (SERA) Q2 2025: R&D Down 24% as Commercialization Shift Accelerates
  August 07, 2025 · SERA
• Beyond Meat (BYND) Q2 2025: U.S. Retail Revenue Drops 27% as Brand Reset Accelerates
  August 07, 2025 · BYND
• BBSI (BBSI) Q2 2025: Asset-Light Markets Double, New Client Adds Drive 8% WSE Growth
  August 07, 2025 · BBSI
• Duolingo (DUOL) Q2 2025: Max Plan Share Climbs to 8% as Product Expansion Accelerates
  August 07, 2025 · DUOL
• Opportune (OPRT) Q2 2025: ABS Pricing Drops 128bps, Unlocking Lower Cost of Funds Path
  August 07, 2025 · OPRT
• Federal Realty (FRT) Q2 2025: Leasing Volume Nears Record with 644K Sq Ft, Expanding Acquisition Footprint
  August 07, 2025 · FRT
• Airgain (AIRG) Q2 2025: Platform Pipeline Expands 20% as AC Fleet and Lighthouse Set Stage for 2026 Growth
  August 07, 2025 · AIRG
• Digi International (DGII) Q3 2025: ARR Hits 30% of Revenue, Margin Expansion Signals Durable Shift
  August 07, 2025 · DGII
• Outset Medical (OM) Q2 2025: Console Revenue Jumps 20% as Enterprise Sales Transformation Gains Traction
  August 07, 2025 · OM
• DHI Group (DHX) Q2 2025: Dice Revenue Falls 18% as Tech Hiring Stabilizes, Margin Focus Intensifies
  August 07, 2025 · DHX
• Potbelly (PBPB) Q2 2025: Franchise Commitments Jump 54, Fueling Visibility on 38+ New Units
  August 07, 2025 · PBPB
• Honest Company (HNST) Q2 2025: Gross Margin Hits 40% as Channel Mix and Tariff Strategy Reshape Trajectory
  August 07, 2025 · HNST
• KLIC Q3 2025: Thermal Compression Pipeline Targets $250M Market Share by 2028
  August 07, 2025 · KLIC
• Vera Mobility (VRRM) Q2 2025: $60M ARR Bookings Signal Accelerating Photo Enforcement Demand
  August 07, 2025 · VRRM
• Zillow (Z) Q2 2025: Rentals Revenue Accelerates 36% as Multifamily Listings Surge
  August 07, 2025 · Z
• Sprout Social (SPT) Q2 2025: NewsWhip Adds $2.5M Revenue, Expands Real-Time AI Edge
  August 07, 2025 · SPT
• Root (ROOT) Q2 2025: Partnerships Channel Triples as Next-Gen Pricing Lifts LTV 20%
  August 07, 2025 · ROOT
• Encore Capital Group (ECPG) Q2 2025: Portfolio Purchases Surge 32%, U.S. Drives Record Collections
  August 07, 2025 · ECPG
• Corpay (CPAY) Q2 2025: Corporate Payments Hits 18% Organic Growth, Mix Shift Accelerates Portfolio Transformation
  August 07, 2025 · CPAY
• Clearfield (CLFD) Q3 2025: Clearfield Segment Grows 15% as Product Mix Normalizes
  August 07, 2025 · CLFD
• AppLovin (APP) Q2 2025: Axon Self-Serve Launch Sets Stage for 77% Revenue Surge and Global Expansion
  August 07, 2025 · APP
• Astronics (ATRO) Q2 2025: Aerospace Margins Hit 16% as Portfolio Reshaping Accelerates
  August 07, 2025 · ATRO
• Amplitude (AMPL) Q2 2025: Multi-Product ARR Hits 67%, Driving Enterprise Platform Consolidation
  August 07, 2025 · AMPL
• Central Garden & Pet (CENT) Q3 2025: Gross Margin Expands 280bps as Cost and Simplicity Program Drives Structural Reset
  August 07, 2025 · CENT
• Sonos (SONO) Q3 2025: OpEx Falls 15% as Platform Pivot Drives Margin Flexibility
  August 07, 2025 · SONO
• Viper Energy (VNOM) Q2 2025: 15% Per Share Production Growth Sets Up Capital Return Surge
  August 07, 2025 · VNOM
• SunOpta (STKL) Q2 2025: Fruit Snacks Capacity to Jump 25% as Category Drives Multi-Year Growth
  August 07, 2025 · STKL
• Herbalife (HLF) Q2 2025: Protocol Beta Attracts 7,000 Distributors, Signaling Subscription Model Pivot
  August 07, 2025 · HLF
• Realty Income (O) Q2 2025: 65% of Investments Flow to Europe as U.S. Deal Selectivity Tightens
  August 07, 2025 · O
• Silvaco (SVCO) Q2 2025: Acquisitions Expand SAM by $710M, Pushing AI and Photonics Ambitions
  August 07, 2025 · SVCO
• Remitly (RELY) Q2 2025: Remitly Business Drives 10x TAM Expansion, Anchoring Platform Shift
  August 07, 2025 · RELY
• Pursuit (PRSU) Q2 2025: Attractions Revenue Jumps 22%, Fueling Guidance Raise and M&A Expansion
  August 07, 2025 · PRSU
• Ingram Micro (INGM) Q2 2025: X-Vantage Drives 200% Self-Service Surge, Platform Model Gains Traction
  August 07, 2025 · INGM
• DoorDash (DASH) Q2 2025: New Verticals Outpace Core, Driving All-Time High User Frequency
  August 07, 2025 · DASH
• Transact Technologies (TACT) Q2 2025: Casino and Gaming Revenue Surges 42% as BOHA Platform Control Secured
  August 07, 2025 · TACT
• Fortinet (FTNT) Q2 2025: SASE and SecOps Billings Jump 21% and 31%, Driving Platform Upsell Momentum
  August 07, 2025 · FTNT
• Initiv (NOTV) Q3 2025: Discovery Awards Jump 31%, Unlocking Margin Leverage Amid Integration Gains
  August 07, 2025 · NOTV
• Grand Canyon Education (LOPE) Q2 2025: Online Enrollment Jumps 10.1%, Hybrid Expansion Drives Margin Upside
  August 07, 2025 · LOPE
• SEER (SEER) Q2 2025: ProteoGraph 1 Launch Doubles Throughput, Unlocks 20,000-Sample Population Studies
  August 07, 2025 · SEER
• USIO (USIO) Q2 2025: ACH Revenue Climbs 32% as Margin Expansion Outpaces Volume Growth
  August 07, 2025 · USIO