Latest Earnings Analysis

• SmartRent (SMRT) Q2 2025: SaaS Revenue Climbs to 37% of Mix, Recurring Model Gains Momentum
  August 06, 2025 · SMRT
• UFG Insurance (UFCS) Q2 2025: Net Written Premium Jumps 14% as Underwriting Profit Hits Decade High
  August 06, 2025 · UFCS
• Biotechne (TECH) Q4 2025: Exosome Divestiture Drives 100bps Margin Expansion Amid Funding Uncertainty
  August 06, 2025 · TECH
• Unity (U) Q2 2025: Vector-Powered Unity Ad Network Surges 15%, Unlocking AI-Driven Growth Trajectory
  August 06, 2025 · U
• Taboola (TBLA) Q2 2025: Share Count Down 12% as Realize Platform Expands Advertiser Base
  August 06, 2025 · TBLA
• RYAM (RYAM) Q2 2025: Tariff and Ops Headwinds Total $51M, Margin Expansion Path Reaffirmed
  August 06, 2025 · RYAM
• Regal Rexnord (RRX) Q2 2025: Data Center Orders Add $35M Backlog, Driving AMC Segment Upside
  August 06, 2025 · RRX
• OPFI (OPFI) Q2 2025: Model 6 Drives 59% Net Income Surge as Loan Size, Automation Expand
  August 06, 2025 · OPFI
• Perigo (PRGO) Q2 2025: Store Brand OTC Drives 15% Second-Half U.S. Growth Pivot
  August 06, 2025 · PRGO
• Powell Industries (POWL) Q3 2025: Backlog Climbs 7% as Utility and Traction Orders Drive Multi-Year Visibility
  August 06, 2025 · POWL
• One Gas (OGS) Q2 2025: Texas CapEx Coverage Expands to 100% Under HB 4384, Lifting Guidance
  August 06, 2025 · OGS
• PAR Pacific (PARR) Q2 2025: Retail EBITDA Climbs 21% as Hawaii Throughput Sets Record
  August 06, 2025 · PARR
• ODP (ODP) Q2 2025: Hospitality Drives Low Double-Digit Growth Amid 8% Sales Decline
  August 06, 2025 · ODP
• Lexicon Pharmaceuticals (LXRX) Q2 2025: $28.9M Licensing Revenue Flips Profitability as R&D Pivot Accelerates
  August 06, 2025 · LXRX
• Mosaic (MOS) Q2 2025: $100M+ Cost Cuts Drive Potash Output Guidance to 9.5M Tons
  August 06, 2025 · MOS
• NI Q2 2025: AI-Driven Field Productivity Up 24% as Regulatory Wins Bolster Growth Trajectory
  August 06, 2025 · NI
• MarketAxess (MKTX) Q2 2025: Block Trading Volume Surges 20% as Protocol Expansion Accelerates
  August 06, 2025 · MKTX
• Noble (NE) Q2 2025: $6.9B Backlog Anchors Cash Flow Amid Day Rate Softness
  August 06, 2025 · NE
• New York Times (NYT) Q2 2025: Digital Ad Revenue Jumps 19% as Bundle Penetration Hits 50%
  August 06, 2025 · NYT
• Owens Corning (OC) Q2 2025: EBITDA Margin Hits 26% as Strategic Mix Shields Against Housing Weakness
  August 06, 2025 · OC
• Corneet Digital (KRNT) Q2 2025: ARR Climbs $4M as AIC Model Drives Screen Market Entry
  August 06, 2025 · KRNT
• Inspired Entertainment (INSE) Q2 2025: Interactive EBITDA Jumps 50%, Digital Mix Drives Margin Upside
  August 06, 2025 · INSE
• ICL (ICL) Q2 2025: Specialty-Driven Segments Lift EBITDA Despite 11% Potash Price Jump
  August 06, 2025 · ICL
• Heritage Insurance (HRTG) Q2 2025: Net Loss Ratio Drops 17 Points as Rate Adequacy Unlocks Growth
  August 06, 2025 · HRTG
• Kennametal (KMT) Q4 2025: $65M Cost-Out Run Rate Sets Stage for $125M Restructuring Push
  August 06, 2025 · KMT
• JLL (JLL) Q2 2025: Resilient Revenue Up 10%, Margin Expansion Signals Durable Platform Leverage
  August 06, 2025 · JLL
• IFF (IFF) Q2 2025: Food Ingredients Margin Jumps 170bps as Portfolio Refocus Accelerates
  August 06, 2025 · IFF
• International Seaways (INSW) Q2 2025: $71M Free Cash Flow Powers Fleet Renewal and 14% Yield
  August 06, 2025 · INSW
• Flowtech (FTK) Q2 2025: Data Analytics Gross Profit Jumps to 63%, Reshaping Margin Outlook
  August 06, 2025 · FTK
• Gilat (GILT) Q2 2025: Stellar Blue Adds $36M, Driving 59% Commercial Growth and Guidance Raise
  August 06, 2025 · GILT
• Ferroglobe (GSM) Q2 2025: 27% Volume Surge Offsets EU Price Collapse, Guidance Pulled Amid Tariff Uncertainty
  August 06, 2025 · GSM
• Delek US (DK) Q2 2025: EOP Run Rate Raised to $170M, Unlocking Margin and Cash Flow Leverage
  August 06, 2025 · DK
• Devon Energy (DVN) Q2 2025: $1B Optimization Plan Hits 40% Milestone, Driving Cash Flow Upside
  August 06, 2025 · DVN
• Choice Hotels (CHH) Q2 2025: International EBITDA Up 10% as Direct Franchising Expands
  August 06, 2025 · CHH
• Charles River (CRL) Q2 2025: DSA Net Book-to-Bill Climbs to 0.93, Signaling Demand Stabilization Path
  August 06, 2025 · CRL
• Conduent (CNDT) Q2 2025: ACV Surges 38% Sequentially as Portfolio Rationalization Drives Margin Upside
  August 06, 2025 · CNDT
• Cadre Holdings (CDRE) Q2 2025: Nuclear Acquisition Lifts Platform, 9% Revenue Growth Underscores Tailwinds
  August 06, 2025 · CDRE
• Blackstone Secured Lending (BXSL) Q2 2025: Portfolio Investments Jump 17% as Deal Pipeline Reopens
  August 06, 2025 · BXSL
• Bentley Systems (BSY) Q2 2025: Subscription Revenue Climbs to 92% of Total, Underscoring Recurring Model Strength
  August 06, 2025 · BSY
• Avista (AVA) Q2 2025: $3B CapEx Plan Anchors 5-6% Utility Growth Despite Clean Tech Drag
  August 06, 2025 · AVA
• Ardent Health (ARDT) Q2 2025: 39% EBITDA Growth Anchors Margin Expansion Amid Regulatory Uncertainty
  August 06, 2025 · ARDT
• Acadia Healthcare (ACHC) Q2 2025: Medicaid Volumes Dip 80bps, CapEx Paused on Policy Uncertainty
  August 06, 2025 · ACHC
• ANGI (ANGI) Q2 2025: Proprietary Volume Grows 7%, Marking Inflection After $400M Revenue Reset
  August 06, 2025 · ANGI
• Reynolds Consumer Products (REYN) Q2 2025: Automation CapEx Rises $30M as Margin Recovery Hinges on Q4
  August 06, 2025 · REYN
• Vodafone (VOD) Q1 2026: UK Merger Unlocks €700M Synergy Target, Germany Churn Hits 4-Year Low
  August 06, 2025 · VOD
• Texas Capital (TCBI) Q2 2025: Fee Income Jumps 43%, Underwriting Durable Revenue Shift
  August 06, 2025 · TCBI
• AT&T (T) Q2 2025: Fiber Reach Doubles to 60M Target, Unlocking Convergence Upside
  August 06, 2025 · T
• SRBK Q2 2025: Buyback Program Expands 300% as Fintech Momentum Drives Fee Growth
  August 06, 2025 · SRBK
• Morgan Stanley (MS) Q2 2025: Fee-Based Flows Hit $43B as Wealth Margins Climb Past 28%
  August 06, 2025 · MS
• Goldman Sachs (GS) Q2 2025: Advisory Backlog Up Fifth Straight Quarter, Unlocking Capital Flexibility
  August 06, 2025 · GS