Latest Earnings Analysis

• CBOE (CBOE) Q2 2025: Derivatives Net Revenue Jumps 17% as Index Options Hit 57% Zero DTE Mix
  August 05, 2025 · CBOE
• PCH Q2 2025: Share Repurchases Hit $56M as Timberland and Real Estate Drive Resilience
  August 05, 2025 · PCH
• Forge (FRGE) Q2 2025: Trading Volume Jumps 9% as Platform Mix Shifts Toward Institutional Direct
  August 05, 2025 · FRGE
• LCII Q2 2025: Tariff Impact Rises to 290bps, Margin Defenses Hold Amid Mix Shifts
  August 05, 2025 · LCII
• Ocular Therapeutix (OCUL) Q2 2025: $97M ATM Raise Extends Runway as Sol Trials De-Risk Superiority Label
  August 05, 2025 · OCUL
• SELECTUS (CLLS) Q2 2025: Cash Runway Secured Through 2027 as Pivotal CAR-T Phase 2 Launches
  August 05, 2025 · CLLS
• Vivid Seats (SEAT) Q2 2025: $25M Cost Reduction Program Targets Margin Recovery Amid 31% GOV Decline
  August 05, 2025 · SEAT
• HealthStream (HSTM) Q2 2025: Core SaaS Up 8% as Platform Interoperability Accelerates
  August 05, 2025 · HSTM
• Cushman & Wakefield (CWK) Q2 2025: Capital Markets Revenue Surges 26% as Talent Expansion Accelerates
  August 05, 2025 · CWK
• American Express Global Business Travel (GBTG) Q2 2025: CWT Acquisition to Add $155M Synergies, Margin Expansion Signals Operating Leverage
  August 05, 2025 · GBTG
• Helios Technologies (HLIO) Q2 2025: $67M Debt Reduction Sharpens Margin Focus Post-CFP Divestiture
  August 05, 2025 · HLIO
• Envire (NVRI) Q2 2025: Rail Orders Down 30% Drives Guidance Cut, Strategic Review Initiated
  August 05, 2025 · NVRI
• Expand Energy (EXE) Q2 2025: Synergy Target Jumps 50%, Unlocking $425M More Free Cash Flow
  August 05, 2025 · EXE
• UL Solutions (ULS) Q2 2025: Industrial Margin Jumps 370bps, Data Center Testing Expands
  August 05, 2025 · ULS
• 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