Latest Earnings Analysis

• BioVentus (BVS) Q2 2025: PNS Launch Targets $100M+ Revenue as R&D Ramps
  August 06, 2025 · BVS
• Chemours (CC) Q2 2025: Option Refrigerants Hit 75% of Segment Sales, Margin Expansion Signals Regulatory Tailwind
  August 06, 2025 · CC
• Geron (GERN) Q2 2025: Ritello Demand Climbs 17% as Early-Line Adoption Accelerates
  August 06, 2025 · GERN
• GMRE Q2 2025: $17M Dividend Cut Unlocks Growth Capital as Asset Recycling Accelerates
  August 06, 2025 · GMRE
• CIM Q2 2025: $2.3B Agency RMBS Deployment Signals Portfolio Shift Amid Home Express Acquisition
  August 06, 2025 · CIM
• NRP Q2 2025: Free Cash Flow Holds at $46M Despite Commodity Price Trough
  August 06, 2025 · NRP
• Intest (INTT) Q2 2025: Auto EV Orders Jump 40% as Diversification Offsets Semi Weakness
  August 06, 2025 · INTT
• Caesarstone (CSTE) Q2 2025: Cost Actions Drive $20M Savings Amid 17% U.S. Sales Decline
  August 06, 2025 · CSTE
• MCRB Q2 2025: CR155 Shows 77% Infection Risk Reduction as Capital Hunt Intensifies
  August 06, 2025 · MCRB
• B1 Medicines (ONC) Q2 2025: Brukinsa Drives 49% Global Growth as Margin Expands to 87%
  August 06, 2025 · ONC
• DIBS Q2 2025: Operating Expenses Down 4% as Conversion Gains Offset Soft Luxury Demand
  August 06, 2025 · DIBS
• Claritiv (CTEV) Q2 2025: Pipeline Grows 77%, Setting Up Recurring Revenue Acceleration
  August 06, 2025 · CTEV
• Town Square (TSQ) Q2 2025: Digital Revenue Climbs to 55% of Mix as Search Headwinds Persist
  August 06, 2025 · TSQ
• Valens Semiconductor (VLN) Q2 2025: Tariff Headwinds Prompt $5M Guidance Cut as Cross-Industry Mix Hits 75%
  August 06, 2025 · VLN
• Novo Nordisk (NVO) Q2 2025: CapEx Climbs 49% as Supply Expansion Targets Global GLP-1 Demand
  August 06, 2025 · NVO
• Vertex (VERX) Q2 2025: Cloud Revenue Climbs 29%, Macro and ERP Headwinds Delay Pipeline
  August 06, 2025 · VERX
• Wix (WIX) Q2 2025: Base 44 ARR Hits $50M, Accelerating AI-Driven Platform Shift
  August 06, 2025 · WIX
• Wolverine Worldwide (WWW) Q2 2025: Saucony Soars 42% as Portfolio Margin Expands 410bps
  August 06, 2025 · WWW
• Scholar Rock (SRRK) Q2 2025: September 22 PDUFA Sets Stage for SMA Launch Despite CDMO Observations
  August 06, 2025 · SRRK
• Trimble (TRMB) Q2 2025: ARR Surges 14% on Subscription Shift, AI Data Ambitions Accelerate
  August 06, 2025 · TRMB
• Uber (UBER) Q2 2025: Uber One Membership Jumps 60%, Unlocking Platform Cross-Sell Flywheel
  August 06, 2025 · UBER
• Gibraltar Industries (ROCK) Q2 2025: Backlog Surges 43% as Portfolio Refocus Drives Margin Expansion
  August 06, 2025 · ROCK
• Rockwell Automation (ROK) Q3 2025: $360M Cost Savings Fuels Margin Expansion Amid $2B Investment Push
  August 06, 2025 · ROK
• Royalty Pharma (RPRX) Q2 2025: Portfolio Receipts Up 20% as Synthetic Royalty Model Scales
  August 06, 2025 · RPRX
• Champion Homes (SKY) Q1 2026: Gross Margin Expands 90bps as Input Costs Ease and Channel Mix Shifts
  August 06, 2025 · SKY
• Payoneer (PAYO) Q2 2025: B2B Revenue Climbs 37% as Take Rate Expansion Drives Durable Margin
  August 06, 2025 · PAYO
• Planet Fitness (PLNT) Q2 2025: Black Card Penetration Rises to 66%, Fueling Margin Expansion
  August 06, 2025 · PLNT
• Parsons (PSN) Q2 2025: Infrastructure Revenue Up 14% as Backlog Hits $8.9B, Federal Ramp Accelerates
  August 06, 2025 · PSN
• Oscar Health (OSCR) Q2 2025: Double-Digit Rate Filings Signal Sharp Morbidity Reset for 2026
  August 06, 2025 · OSCR
• Matthews International (MATW) Q3 2025: Propelis Synergy Target Rises to $60M, Reshaping Margin Profile
  August 06, 2025 · MATW
• NRG (NRG) Q2 2025: Data Center Power Agreements Add 295MW, Accelerating C&I Margin Expansion
  August 06, 2025 · NRG
• Nomad Foods (NOMD) Q2 2025: Weather-Driven -5% Market Drop Exposes Summer Portfolio Gaps
  August 06, 2025 · NOMD
• LNTH Q2 2025: Polarify Revenue Cut by $60M as Price Compression Forces Strategic Reset
  August 06, 2025 · LNTH
• LivaNova (LIVN) Q2 2025: Cardiopulmonary Revenue Surges 13% as Essence Upgrade Drives Multi-Year Growth
  August 06, 2025 · LIVN
• JELD (JELD) Q2 2025: EBITDA Margin Falls to 4.7% as Volume Declines and Leverage Pressures Mount
  August 06, 2025 · JELD
• Limbach (LMB) Q2 2025: ODR Revenue Jumps 32%, Driving 18% Gross Profit Gain and Margin Expansion
  August 06, 2025 · LMB
• IGI (IGIC) Q2 2025: Long-Tail Premiums Drop 12% as Discipline Trumps Top-Line Growth
  August 06, 2025 · IGIC
• National Vision (EYE) Q2 2025: Managed Care Drives Double-Digit Growth as Premium Mix Hits 40%
  August 06, 2025 · EYE
• GXO (GXO) Q2 2025: Organic Growth Accelerates to 6% as Wincanton Integration Unlocks $60M Synergy Path
  August 06, 2025 · GXO
• Global Payments (GPN) Q2 2025: Genius Platform Drives 37% U.S. Retail Sales Growth, Accelerating Global POS Expansion
  August 06, 2025 · GPN
• Fortria (FTRE) Q2 2025: $150M Cost Cuts Unlock Margin Stability Despite Biotech Win Rate Dip
  August 06, 2025 · FTRE
• Genius Sports (GENI) Q2 2025: European Soccer Rights Drive 24% Revenue Growth and Margin Upside
  August 06, 2025 · GENI
• Extreme Networks (EXTR) Q4 2025: SaaS ARR Jumps 24% as Platform One and APAC Wins Accelerate Upmarket Shift
  August 06, 2025 · EXTR
• Hippo (HIPO) Q2 2025: Net Income Swings Positive as Operating Expenses Drop 16%
  August 06, 2025 · HIPO
• ESAB (ESAB) Q2 2025: EMEA & APAC Volume Up 6% as Americas Tariff Drag Persists
  August 06, 2025 · ESAB
• DNOW (DNOW) Q2 2025: Midstream Revenue Climbs to 27%, Reshaping Margin and Diversification
  August 06, 2025 · DNOW
• Disney (DIS) Q3 2025: NFL Deal Adds 6 New Game Windows, ESPN DTC Bundling Drives Engagement Strategy
  August 06, 2025 · DIS
• Dayforce (DAY) Q2 2025: Bookings Surge 40% as Full Suite and AI Attachments Accelerate Recurring Revenue Path
  August 06, 2025 · DAY
• Dynatrace (DT) Q1 2026: Logs Consumption Up 100%+ as Expansion Pipeline Drives $1M+ Deals
  August 06, 2025 · DT
• Sancora (COR) Q3 2025: U.S. Healthcare Operating Income Jumps 29% as Specialty Drives Outperformance
  August 06, 2025 · COR