Latest Earnings Analysis

• CDW (CDW) Q2 2025: Corporate Net Sales Surge 18% as Enterprise Demand Outpaces Public Weakness
  August 06, 2025 · CDW
• CCEP (CCEP) Q2 2025: Operating Margin Expands 60bps as Europe Volumes Recover
  August 06, 2025 · CCEP
• Brinks (BCO) Q2 2025: AMS and DRS Drive 16% Growth, Margin Expansion Accelerates
  August 06, 2025 · BCO
• Adient (ADNT) Q3 2025: Onshoring Wins Unlock $150M–$200M Incremental Revenue, Margin Expansion in Focus
  August 06, 2025 · ADNT
• Assurant (AIZ) Q2 2025: Global Housing EBITDA Jumps 25%, Expanding Margin Leverage
  August 06, 2025 · AIZ
• ACMR Q2 2025: China Revenue Target Raised 67% as Market Share Ambitions Accelerate
  August 06, 2025 · ACMR
• Acacia Research (ACTG) Q2 2025: $20M Bitcoin Loan Bet Signals Capital Deployment Shift
  August 06, 2025 · ACTG
• Aflac (AFL) Q2 2025: Japan Cancer Sales Surge 53%, Driving Channel Revitalization
  August 06, 2025 · AFL
• Aurora Cannabis (ACB) Q1 2026: Global Medical Revenue Soars 85% as International Expansion Drives Margin Upside
  August 06, 2025 · ACB
• Capri Holdings (CPRI) Q1 2026: Tariff Headwinds Add $85M Cost, Margin Inflection Hinges on Pricing and Channel Mix
  August 06, 2025 · CPRI
• Ceragon Networks (CRNT) Q2 2025: North America Revenue Jumps to $26.8M as India Stalls
  August 06, 2025 · CRNT
• Gold Resource (GORO) Q2 2025: Three Sisters to Drive 50% of Production by Year-End
  August 06, 2025 · GORO
• TPG (TPG) Q2 2025: Fundraising Jumps 80% as Credit Platform Drives Record Inflows
  August 06, 2025 · TPG
• Turning Point Brands (TPB) Q2 2025: Modern Oral Revenue Jumps 8x, Driving Strategic Repositioning
  August 06, 2025 · TPB
• Sprott (SII) Q2 2025: AUM Surges $5B as Multi-Metal Momentum Drives 14% Growth
  August 06, 2025 · SII
• Southwest Gas (SWX) Q2 2025: Great Basin Expansion Grows to $1.6B as Regulatory Wins Bolster Utility Growth
  August 06, 2025 · SWX
• Century Holdings (CTRI) Q2 2025: $3B Bookings Drive Backlog, Margin Upside in Sight
  August 06, 2025 · CTRI
• StoneX (SNEX) Q3 2025: Institutional Segment Income Up 41% as RJO Acquisition Shifts Strategic Trajectory
  August 06, 2025 · SNEX
• MNKD Q2 2025: Blackstone $500M Facility Unlocks Pipeline Acceleration as Tivesa DPI Royalties Climb 22%
  August 06, 2025 · MNKD
• Novavax (NVAX) Q2 2025: $175M Sanofi Milestone Triggers Leaner Model and Partnership Leverage
  August 06, 2025 · NVAX
• Arvinas (ARVN) Q2 2025: $25M R&D Cut Reshapes Pipeline, Extends Cash Runway Beyond 2028
  August 06, 2025 · ARVN
• Bristow Group (VTOL) Q2 2025: 27% 2026 EBITDA Guidance Hike Signals Offshore Production Resilience
  August 06, 2025 · VTOL
• Hyster-Yale (HY) Q2 2025: Bookings Fall 44% as Tariff Volatility Drives Demand Pause
  August 06, 2025 · HY
• GeoPark (GPRK) Q2 2025: $12.5M Efficiency Gains Reshape Portfolio Amid Regional Realignment
  August 06, 2025 · GPRK
• Innovex (INVX) Q2 2025: Citadel Adds $5M Revenue, Unlocks Cross-Sell and Margin Synergy
  August 06, 2025 · INVX
• Six Flags (FUN) Q2 2025: Attendance Up 4% in July, Cost Synergy Run-Rate Hits $120M
  August 06, 2025 · FUN
• McDonald's (MCD) Q2 2025: 4% Unit Growth Anchors Resilience Amid Consumer Pressure
  August 06, 2025 · MCD
• SHO Q2 2025: $100M Share Buyback Offsets Miami Ramp Delay, Portfolio Rotation Signals Capital Discipline
  August 06, 2025 · SHO
• Iron Mountain (IRM) Q2 2025: ALM Organic Growth Hits 42%, Accelerating Shift Toward Diversified Revenue
  August 06, 2025 · IRM
• MFA Financial (MFA) Q2 2025: Loan Resolutions Unlock $200M, Paving Way for High-Teen ROEs
  August 06, 2025 · MFA
• Global Indemnity (GBLI) Q2 2025: Underwriting Income Jumps 61% as Premiums Accelerate in Core Segments
  August 06, 2025 · GBLI
• Granite Point Mortgage Trust (GPMT) Q2 2025: Non-Accrual Loan Count Drops by 71%, Paving Way for Originations
  August 06, 2025 · GPMT
• USA Compression (USAC) Q2 2025: Revenue Per Horsepower Hits $21.31, Margin Stability Amid Cost Pressures
  August 06, 2025 · USAC
• Magnera (MAGN) Q3 2025: Project CORE Targets $20M Cost Savings Amid South America Volume Drop
  August 06, 2025 · MAGN
• Innospec (IOSP) Q2 2025: Fuel Specialties Margin Surges 350bps, Offsetting Performance Chemicals Drag
  August 06, 2025 · IOSP
• 9 Energy Service (NINE) Q2 2025: International Tools Revenue Up 20% as Domestic Rig Declines Pressure Margins
  August 06, 2025 · NINE
• Service Properties Trust (SVC) Q2 2025: $900M Hotel Disposition Advances 70% Net Lease Pivot
  August 06, 2025 · SVC
• Chatham Lodging Trust (CLDT) Q2 2025: $83M Asset Sale Fuels Share Buyback and Portfolio Upgrade
  August 06, 2025 · CLDT
• Fuel Tech (FTEK) Q2 2025: Data Center Pipeline Surges to $100M as AI Demand Reshapes Order Book
  August 06, 2025 · FTEK
• MEC (MEC) Q2 2025: Acufab Acquisition Expands Addressable Market by 60% Amid Commercial Vehicle Drag
  August 06, 2025 · MEC
• NPK International (NPKI) Q2 2025: Rental Revenues Jump 34% as Utility Demand Extends Visibility
  August 06, 2025 · NPKI
• Summit Hotel Properties (INN) Q2 2025: $15M Buyback Offsets 200bps RevPAR Shortfall, Eyes Supply-Led Recovery
  August 06, 2025 · INN
• Amentum (AMTM) Q3 2025: Nuclear Pipeline Surges to $700M, Driving Margin Expansion
  August 06, 2025 · AMTM
• ComputeGen (CGEN) Q2 2025: $93.9M Cash Runway Extends to 2027 as Pipeline Execution Intensifies
  August 06, 2025 · CGEN
• Sunoco (SUN) Q2 2025: Distribution Up 1.25% as Roll-Up M&A and Midstream Drive Multi-Segment Upside
  August 06, 2025 · SUN
• WTTR Q2 2025: Water Infrastructure Margins Hit 55% as Asset Rationalization Accelerates
  August 06, 2025 · WTTR
• XPEL (XPEL) Q2 2025: Window Film Jumps 27% as Direct Sales, Personalization Drive Margin Resilience
  August 06, 2025 · XPEL
• Voya Financial (VOYA) Q2 2025: Retirement Net Flows Top $12B, Bolstering $1 Trillion Asset Milestone
  August 06, 2025 · VOYA
• Valvoline (VVV) Q3 2025: Premium Mix Rises to 80% as Margin Expansion Outpaces Tech Spend
  August 06, 2025 · VVV
• Vishay (VSH) Q2 2025: Backlog Climbs to $1.2B as Capacity Investments Position for AI and Smart Grid Upside
  August 06, 2025 · VSH