Latest Earnings Analysis

• Sally Beauty (SBH) Q3 2025: Fuel for Growth Delivers $70M Cumulative Savings, Margin Upside Persists
  August 05, 2025 · SBH
• Oneok (OKE) Q2 2025: Adjusted EBITDA Jumps 12% as Permian Expansion Drives Growth Visibility
  August 05, 2025 · OKE
• LTC Properties (LTC) Q2 2025: SHOP Portfolio Set to Hit $475M, Accelerating Senior Housing Pivot
  August 05, 2025 · LTC
• Graham (GHM) Q1 2026: Backlog Jumps 22% to $483M, Extending Defense Visibility
  August 05, 2025 · GHM
• Otter Tail (OTTR) Q2 2025: Plastic Segment Drives Guidance Raise as PVC Volumes Jump 11%
  August 05, 2025 · OTTR
• MPC Q2 2025: 105% Margin Capture Sets New Structural Bar for U.S. Refining Profitability
  August 05, 2025 · MPC
• PEG Q2 2025: Large Load Pipeline Jumps 47%, Data Center Demand Reshapes Growth Outlook
  August 05, 2025 · PEG
• NNN REIT (NNN) Q2 2025: Acquisition Guidance Raised $100M as Portfolio Optimization Drives Shareholder Value
  August 05, 2025 · NNN
• Global Ship Lease (GSL) Q2 2025: Contracted Revenue Backlog Climbs to $1.73B, Locking in 80% 2026 Coverage
  August 05, 2025 · GSL
• Core Natural Resources (CNR) Q2 2025: Synergy Target Raised 30% as PRB Volumes Climb
  August 05, 2025 · CNR
• MSA (MSA) Q2 2025: Detection and Fall Protection Drive Share Gains Despite 170bps Margin Compression
  August 05, 2025 · MSA
• Primoris (PRIM) Q2 2025: Backlog Grows to $11.5B as Utility and Renewables Margins Accelerate
  August 05, 2025 · PRIM
• Douglas Dynamics (PLOW) Q2 2025: Solutions Margin Hits 12.8% as Municipal Backlog Drives Capacity Expansion
  August 05, 2025 · PLOW
• Duke Energy (DUK) Q2 2025: $6B Florida Stake Sale Unlocks $4B CapEx Upside, Strengthens Credit Trajectory
  August 05, 2025 · DUK
• IPG Photonics (IPGP) Q2 2025: Emerging Growth Products Reach 54% of Sales, Marking Strategic Shift
  August 05, 2025 · IPGP
• Portillo’s (PTLO) Q2 2025: Texas Ramp Lags, $1M+ Build Cost Cuts Bolster Expansion Returns
  August 05, 2025 · PTLO
• Core Molding Technologies (CMT) Q2 2025: $47M New Wins Drive Expansion Despite 11% Revenue Dip
  August 05, 2025 · CMT
• Encompass Health (EHC) Q2 2025: Occupancy Jumps 210bps, Fueling Capacity Expansion and Guidance Raise
  August 05, 2025 · EHC
• Jacobs (J) Q3 2025: Backlog Jumps 14% as Data Center and Water Wins Expand Visibility
  August 05, 2025 · J
• Black Stone Minerals (BSM) Q2 2025: Shelby Trough Development Set to Double Drilling Pace by 2030
  August 05, 2025 · BSM
• Novanta (NOVT) Q2 2025: Bookings Jump 10% as Design Wins Accelerate Physical AI and Medtech Pipeline
  August 05, 2025 · NOVT
• Coterra Energy (CTRA) Q2 2025: Natural Gas Guidance Raised 5% as Marcellus Output Surpasses Expectations
  August 05, 2025 · CTRA
• Lifetime (LTH) Q2 2025: Club Pipeline Expands to 100 Deals as Growth Accelerates
  August 05, 2025 · LTH
• J&J Snack Foods (JJSF) Q3 2025: Bavarian Pretzels Surge 20%, Offsetting Retail and Tariff Pressures
  August 05, 2025 · JJSF
• Marriott Vacations Worldwide (VAC) Q2 2025: Modernization Targets $200M Run Rate as First-Time Buyer Sales Rise 6%
  August 05, 2025 · VAC
• WLFC Q2 2025: Utilization Climbs to 88.3% as Lease Demand and Portfolio Actions Drive Record Results
  August 05, 2025 · WLFC
• DAC Q2 2025: Contracted Revenue Backlog Climbs $113M, Extending Charter Visibility
  August 05, 2025 · DAC
• Ryman Hospitality Properties (RHP) Q2 2025: JW Desert Ridge Adds $18M EBITDA, Fortifying Group Booking Pipeline
  August 05, 2025 · RHP
• Ingevity (NGVT) Q2 2025: EBITDA Margin Climbs 400bps as Portfolio Repositioning Accelerates Cash Flow
  August 05, 2025 · NGVT
• Mueller Water Products (MWA) Q3 2025: Gross Margin Jumps 320bps as Tariff Impact Eases
  August 05, 2025 · MWA
• NJR (NJR) Q3 2025: Save Green CapEx Surges 30% as Utility Anchors 70% of Earnings
  August 05, 2025 · NJR
• Pediatrics Medical Group (MD) Q2 2025: NICU Days Jump 6% as Hospital Volumes Drive Guidance Raise
  August 05, 2025 · MD
• New Mountain Finance (NMFC) Q2 2025: Portfolio Senior Asset Mix Rises to 80% as Credit Quality Holds
  August 05, 2025 · NMFC
• Vornado (VNO) Q2 2025: Manhattan Leasing Pipeline Hits 1.4M SF, Signaling Landlord’s Market Power
  August 05, 2025 · VNO
• Stevanato (STVN) Q2 2025: High-Value Solutions Hit 42% Mix, Margin Expansion Signals Biologics Tailwind
  August 05, 2025 · STVN
• CareCloud (CCLD) Q2 2025: AI Team Expands to 200, Powering Margin Gains and New Market Entry
  August 05, 2025 · CCLD
• Unity (UNIT) Q2 2025: Hyperscaler Funnel Hits $1.5B, Accelerating Fiber-Driven Margin Expansion
  August 05, 2025 · UNIT
• CVGI (CVGI) Q2 2025: Free Cash Flow Surges to $17M as Cost Actions Offset Market Softness
  August 05, 2025 · CVGI
• InspireMD (NSPR) Q2 2025: $58M Capital Infusion Powers U.S. Launch Momentum
  August 05, 2025 · NSPR
• James River Group (JRVR) Q2 2025: ENS Premium Retention Set to Rise Toward 60% on Reinsurance Shift
  August 05, 2025 · JRVR
• CenterSpace (CSR) Q2 2025: Portfolio Repositioning Cuts Minneapolis NOI Exposure by 300bps
  August 05, 2025 · CSR
• Diversified Healthcare Trust (DHC) Q2 2025: $280M Dispositions Accelerate Balance Sheet Reset
  August 05, 2025 · DHC
• MPLX (MPLX) Q2 2025: $3.5B Bolt-Ons Amplify Permian and NGL Integration
  August 05, 2025 · MPLX
• Shift4 (FOUR) Q2 2025: Global Blue Adds $300M Revenue, Accelerating International and Luxury Retail Expansion
  August 05, 2025 · FOUR
• Diamondback Energy (FANG) Q2 2025: $1.5B Asset Sale Target Accelerates Debt Paydown and Flexibility
  August 05, 2025 · FANG
• PSTL Q2 2025: Same-Store NOI Guidance Raised to 9% as Lease Visibility and Acquisitions Drive Upside
  August 05, 2025 · PSTL
• Sterling Infrastructure (STRL) Q2 2025: Data Center Backlog Surges 44% as E-Infrastructure Margins Expand
  August 05, 2025 · STRL
• Sachem Capital (SACH) Q2 2025: $100M Debt Facility Fuels First Asset Growth in Five Quarters
  August 05, 2025 · SACH
• Offerpad (OPAD) Q2 2025: Asset-Light Mix Surges as Renovate Hits $6.4M Record, Reshaping Margin Profile
  August 05, 2025 · OPAD
• FTC Solar (FTCI) Q2 2025: $75M Financing Bolsters 1P Tracker Acceleration Amid Regulatory Uncertainty
  August 05, 2025 · FTCI