Latest Earnings Analysis

• SITM Q2 2025: Data Center Revenue Soars 137% as Precision Timing Content Expands
  August 06, 2025 · SITM
• SkyWater (SKYT) Q2 2025: FAB25 Acquisition Adds $75M Quarterly Revenue, Reshaping U.S. Foundry Scale
  August 06, 2025 · SKYT
• Sunrun (RUN) Q2 2025: Storage Attachment Hits 70%, Unlocking Grid Services Margin Upside
  August 06, 2025 · RUN
• Sinclair (SBGI) Q2 2025: Ventures Portfolio Hits $726M Book Value, Unlocks Capital for Strategic Shift
  August 06, 2025 · SBGI
• ProCEPT BioRobotics (PRCT) Q2 2025: 640bps Margin Expansion Signals Durable Operating Leverage
  August 06, 2025 · PRCT
• Power Integrations (POWI) Q2 2025: GaN Revenue Up 50% as Data Center and Industrial Drive Strategic Shift
  August 06, 2025 · POWI
• Marqeta (MQ) Q2 2025: Non-Block TPV Growth Triples Block, BNPL and Europe Drive 29% Surge
  August 06, 2025 · MQ
• McKesson (MCK) Q1 2026: Specialty Pharma and GLP-1 Drive 25% U.S. Revenue Surge
  August 06, 2025 · MCK
• Light & Wonder (LNW) Q2 2025: Margin Climbs 400bps as Grover Acquisition Accelerates Platform Synergy
  August 06, 2025 · LNW
• CSGS Q2 2025: Operating Margin Jumps 250bps as SaaS Mix and Diversification Accelerate
  August 06, 2025 · CSGS
• Deluxe (DLX) Q2 2025: Data Solutions Grows 18%, Anchoring Shift to Digital Payments
  August 06, 2025 · DLX
• CTKB Q2 2025: Recurring Revenue Jumps 16% as Installed Base Hits 3,295 Units
  August 06, 2025 · CTKB
• CareDx (CDNA) Q2 2025: Adjusted Revenue Rises 14% as Protocol Adoption and AI Diagnostics Drive Growth
  August 06, 2025 · CDNA
• Bumble (BMBL) Q2 2025: $100M Cost Out Drives 38% Margin, Sets Up Quality-First Rebuild
  August 06, 2025 · BMBL
• ARKO (ARKO) Q2 2025: Dealerization Program Drives $20M+ Operating Income Potential Amid Margin Resilience
  August 06, 2025 · ARKO
• Arcutis (ARQT) Q2 2025: Zureve Franchise Drives 164% Revenue Surge as Steroid Conversion Accelerates
  August 06, 2025 · ARQT
• Airbnb (ABNB) Q2 2025: $6B Buyback, Experiences and Services Ignite Platform Expansion
  August 06, 2025 · ABNB
• AKA Brands (AKA) Q2 2025: U.S. Sales Jump 14% as Omnichannel and Sourcing Pivot Drive Resilience
  August 06, 2025 · AKA
• Douglas Emmett (DEI) Q2 2025: 320-Unit Westwood Conversion Signals $200M+ Strategic Redeployment
  August 06, 2025 · DEI
• California Resources (CRC) Q2 2025: $235M Merger Synergies Realized, Unlocking $1.4B in Value
  August 06, 2025 · CRC
• Delek Logistics (DKL) Q2 2025: $700M Liquidity Boost Powers Permian Expansion, 50th Distribution Hike
  August 06, 2025 · DKL
• Interparfums (IPAR) Q2 2025: U.S. Sales Down 20% as Channel Inventory Tightens, Pricing Actions Gain Traction
  August 06, 2025 · IPAR
• TPG (TPG) Q2 2025: Credit Platform Raises $5.4B, Accelerating Diversification and Fee Momentum
  August 06, 2025 · TPG
• Superior Group of Companies (SGC) Q2 2025: Branded Products Surge 14% as Market Share Gains Outpace Tariff Headwinds
  August 06, 2025 · SGC
• MDXH Q2 2025: ExoDx Acquisition to Add $20M+ Revenue, Propelling 30% Growth Ambition
  August 06, 2025 · MDXH
• Ceragon Networks (CRNT) Q2 2025: India Revenue Drops 30% as North America Surges Past $20M
  August 06, 2025 · CRNT
• Capri Holdings (CPRI) Q1 2026: Tariff Impact Climbs to $85M, Margin Levers Shift to Pricing and Store Revamp
  August 06, 2025 · CPRI
• Middleby (MIDD) Q2 2025: Tariffs Cut $10M EBITDA, Innovation and Buybacks Anchor Long-Term Play
  August 06, 2025 · MIDD
• GEO Group (GEO) Q2 2025: $300M Buyback Launches as ICE Bed Ramp Unlocks $240M Revenue Runway
  August 06, 2025 · GEO
• Trinity Capital (TRIN) Q2 2025: SBIC Fund Adds $275M Capital Pathway, Accelerating Fee Income Expansion
  August 06, 2025 · TRIN
• RMR (RMR) Q3 2025: $17M Incentive Fee Accrual Highlights Private Capital Expansion Amid Fundraising Thaw
  August 06, 2025 · RMR
• Palmer Square Capital BDC (PSBD) Q2 2025: European Loans Drive 18% of New Investments Amid Yield Resilience
  August 06, 2025 · PSBD
• PNW Q2 2025: Transmission Capex to Double, Unlocking Grid Growth Through 2027
  August 06, 2025 · PNW
• NCDL Q2 2025: $100M Upper-Middle-Market Rotation Completes, Yields Hold at 10.1%
  August 06, 2025 · NCDL
• American Financial Group (AFG) Q2 2025: Specialty Premiums Up 10% as Rate Momentum and Capital Flex Drive Strategic Optionality
  August 06, 2025 · AFG
• Diebold Nixdorf (DBD) Q2 2025: Backlog Climbs to $980M as Banking and Retail Pipelines Accelerate
  August 06, 2025 · DBD
• Thomson Reuters (TRI) Q2 2025: GenAI-Enabled Products Reach 22% of ACV, Accelerating Workflow Automation
  August 06, 2025 · TRI
• Holley (HLLY) Q2 2025: $15M Tariff Mitigation Locks in Margin Stability Amid Core Growth
  August 06, 2025 · HLLY
• Smith Douglas Homes (SDHC) Q2 2025: Controlled Lots Up 57% as Expansion Accelerates Amid Margin Pressure
  August 06, 2025 · SDHC
• InMode (INMD) Q2 2025: International Revenue Climbs 11% as U.S. Market Headwinds Persist
  August 06, 2025 · KAR
• EHealth (EHTH) Q2 2025: Medicare Segment Gross Profit Climbs 47% as AI and Retention Drive Outperformance
  August 06, 2025 · EHTH
• Lineage Logistics (LINE) Q2 2025: Guidance Cut as Occupancy Trails, LinOS Drives Double-Digit Productivity
  August 06, 2025 · LINE
• EVE Air Mobility (EVEX) Q2 2025: $250M Firm Order Secured as Prototype Testing Accelerates
  August 06, 2025 · EVEX
• Dine Brands (DIN) Q2 2025: Dual Brand Pipeline Oversubscribed for 2026 as Applebee’s Traffic Turns Positive
  August 06, 2025 · DIN
• Dave (DAVE) Q2 2025: ARPU Jumps 42% as New Fee Model Drives Record Profitability
  August 06, 2025 · DAVE
• DCTH Q2 2025: Hepsado Volume Soars 175% as Site Expansion Slows, Margin Pressures Emerge
  August 06, 2025 · DCTH
• Astec (ASTE) Q2 2025: TerraSource Adds $13-17M EBITDA, Parts Mix Drives 220bp Margin Gain
  August 06, 2025 · ASTE
• Vestas (VSTS) Q3 2025: Rental Churn Drives $60M Revenue Loss, Shifting Focus to Value-Based Pricing
  August 06, 2025 · VSTS
• EYPT Q2 2025: Phase 3 Enrollment Surges Past 800, Securing First-to-File Lead for DuraView
  August 06, 2025 · EYPT
• Griffin (GFF) Q3 2025: CPP Revenue Falls 16% as Tariffs and Consumer Weakness Disrupt Order Patterns
  August 06, 2025 · GFF