Latest Earnings Analysis

• IAC (IAC) Q2 2025: Google Traffic Falls to 28% as Off-Platform Audiences Expand Revenue Base
  August 05, 2025 · IAC
• Comcast (CMCSA) Q2 2025: Epic Universe Lifts Parks Revenue 19% as Broadband Churn Stabilizes
  August 05, 2025 · CMCSA
• GlobalFoundries (GFS) Q2 2025: Automotive Revenue Jumps 36% as Secular Tailwinds Outpace Consumer Drag
  August 05, 2025 · GFS
• Spire (SR) Q3 2025: Missouri Rate Case Adds $210M Revenue, Expands Regulated Growth Platform
  August 05, 2025 · SR
• Audity (ODD) Q2 2025: International Sales Surge 40% as Brand Three Sets Up Healthcare Entry
  August 05, 2025 · ODD
• Amneal (AMRX) Q2 2025: Gross Margin Up 470bps as Specialty and Biosimilars Drive Next-Phase Growth
  August 05, 2025 · AMRX
• Hillman Solutions (HLMN) Q2 2025: Tariff Run Rate Drops $100M, Margin Playbook Resets for H2
  August 05, 2025 · HLMN
• AEP (AEP) Q2 2025: Contracted Load Jumps 20% to 24 GW, Fueling $70B CapEx Surge
  August 05, 2025 · AEP
• Frontdoor (FTDR) Q2 2025: Non-Warranty Revenue Surges 63% as HVAC Program Scales
  August 05, 2025 · FTDR
• Molson Coors (TAP) Q2 2025: Midwest Premium Spikes 180%, Forcing Guidance Reset and Sharpened Focus on Core Brands
  August 05, 2025 · TAP
• ADTRAN (ADTN) Q2 2025: Network Solutions Surge 22% as Fiber, Optical, and AI Drive Multi-Segment Upside
  August 05, 2025 · ADTN
• Driven Brands (DRVN) Q2 2025: Take 5 Non-Oil Revenue Tops 20%, Margin Mix Shifts as Franchise and Collision Lag
  August 05, 2025 · DRVN
• Talkspace (TALK) Q2 2025: Payer Revenue Jumps 35% as Active Members Hit Record Growth
  August 05, 2025 · TALK
• Alexander’s (ALX) Q2 2025: Manhattan Rents Hit $101, Pipeline Drives Occupancy to 91%
  August 05, 2025 · ALX
• Organon (OGN) Q2 2025: Biosimilars Up 68% as Debt Repayment Accelerates Deleveraging Path
  August 05, 2025 · OGN
• Bowhead Specialty (BOW) Q2 2025: Premiums Surge 32% as Underwriting Discipline Drives Cross-Segment Expansion
  August 05, 2025 · BOW
• Onity Group (ONIT) Q2 2025: Servicing Portfolio Grows $5B as Recapture Rate Hits 88%
  August 05, 2025 · ONIT
• Armada Hoffler (AHH) Q2 2025: Private Placement Raises $115M, Anchoring Balance Sheet Shift
  August 05, 2025 · AHH
• Gartner (IT) Q2 2025: 35% of Contract Value Hit by Tariff Uncertainty, AI Demand Drives Pipeline
  August 05, 2025 · IT
• LIDR Q2 2025: Contract Wins Triple as Apollo and Optus Accelerate Non-Auto Scale
  August 05, 2025 · LIDR
• DigitalOcean (DOCN) Q2 2025: AI Revenue Surges 100%, Setting New ARR High
  August 05, 2025 · DOCN
• Standard Motor Products (SMP) Q2 2025: Nissens Adds $90M Revenue as Integration Drives 27% Top-Line Growth
  August 05, 2025 · SMP
• SHIP Q2 2025: 62% of Fleet Locked at $22,400 Rates, Securing Earnings Upside
  August 05, 2025 · SHIP
• Henry Schein (HSIC) Q2 2025: $100M+ Cost Savings and 45% of Profits From High-Margin Businesses Set Stage for 2026 Margin Expansion
  August 05, 2025 · HSIC
• Dana (DAN) Q2 2025: Share Count Set to Drop 25% as Buybacks Accelerate on $2.4B Off-Highway Sale
  August 05, 2025 · DAN
• Lemonade (LMND) Q2 2025: Quota Share Cut to 20% Unlocks Margin Expansion and Revenue Upside
  August 05, 2025 · LMND
• Randpac Holdings (PACK) Q2 2025: Automation Revenue Surges 34% as Margin Actions Take Hold
  August 05, 2025 · PACK
• American Vanguard (AVD) Q2 2025: Gross Margin Rises to 31% as Transformation Drives Cost Wins
  August 05, 2025 · AVD
• Dorman Products (DORM) Q2 2025: Light Duty Drives 10% Growth as Tariff Pass-Through Lifts Full-Year Guidance
  August 05, 2025 · DORM
• CPS Technologies (CPSH) Q2 2025: Revenue Surges 61% as Defense and Advanced Materials Drive Record Growth
  August 05, 2025 · CPSH
• EPC Q3 2025: International Now 40% of Sales as U.S. Sun Weakness Drives -4% Organic Decline
  August 05, 2025 · EPC
• DuPont (DD) Q2 2025: AI-Driven Electronics Up 6%, Margin Expansion Signals Strategic Portfolio Shift
  August 05, 2025 · DD
• MAA (MAA) Q2 2025: Absorption Outpaces Supply by 85,000 Units, Tightening Sunbelt Recovery Path
  August 05, 2025 · MAA
• VPG (VPG) Q2 2025: Gross Margin Climbs 270bps as Cost Cuts and Order Momentum Build
  August 05, 2025 · VPG
• Zebra Technologies (ZBRA) Q2 2025: ELO Acquisition Expands Addressable Market by $8B
  August 05, 2025 · ZBRA
• Zoetis (ZTS) Q2 2025: Semperica Trio Grows 20%, Reinforcing First-Mover Edge in Expanding Parasiticide Market
  August 05, 2025 · ZTS
• Urban Edge (UE) Q2 2025: Leasing Spreads Hit 19% as Occupancy and Capital Recycling Drive NOI Visibility
  August 05, 2025 · UE
• Yum! Brands (YUM) Q2 2025: Digital Mix Hits 57%, Accelerating Byte Platform Leverage
  August 05, 2025 · YUM
• InfoSystem (INFU) Q2 2025: Margin Expands 574bps as Capital-Light Mix Drives Profit Upside
  August 05, 2025 · INFU
• CLEAR (YOU) Q2 2025: International Access Adds 38% Member Growth, Expanding TAM Ahead of World Cup
  August 05, 2025 · YOU
• UFPT Q2 2025: Labor Turnover Drives $7M Revenue Drag as Medtech Outpaces Advanced Components
  August 05, 2025 · UFPT
• Yum China (YUMC) Q2 2025: Delivery Mix Climbs to 45%, Testing Margin Discipline Amid Platform Competition
  August 05, 2025 · YUMC
• Acadia Realty Trust (AKR) Q2 2025: Street Retail Leasing Pipeline Hits $15M, Fueling Double-Digit NOI Growth Path
  August 05, 2025 · AKR
• SportRadar (SRAD) Q2 2025: Managed Trading Services Volume Hits €45B, Powering Margin Expansion
  August 05, 2025 · SRAD
• Sophia Genetics (SOPH) Q2 2025: 35 New Customers Drive 20% Core Clinical Growth, Biopharma Stabilizes
  August 05, 2025 · SOPH
• Greenlight Capital Re (GLRE) Q2 2025: Solasglas Fund Drops 4%, Underwriting Resilience Offsets Investment Drag
  August 05, 2025 · GLRE
• Surgery Partners (SGRY) Q2 2025: Orthopedic Joint Procedures Surge 26% as De Novo Pipeline Expands
  August 05, 2025 · SGRY
• SEMrush (SEMR) Q2 2025: Enterprise & AI ARR Set to Double, Offsetting 83% Low-End Customer Drop
  August 05, 2025 · SEMR
• Iterum Therapeutics (ITRM) Q2 2025: G&A Expense Surges 121% as Orlinva Launch Nears
  August 05, 2025 · ITRM
• Silicon Labs (SLAB) Q2 2025: Series 2 Drives 33% Revenue Growth as Channel Inventory Remains Tight
  August 05, 2025 · SLAB