Latest Earnings Analysis

• 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
• Rhythm Pharmaceuticals (RYTM) Q2 2025: International Revenue Jumps 24% as HO Pipeline and Global Expansion Accelerate
  August 05, 2025 · RYTM
• Fat Brands (FAT) Q2 2025: $70M Cost Relief Fuels Deleveraging and Franchise Growth
  August 05, 2025 · FAT
• Sequans (SQNS) Q2 2025: Bitcoin Holdings Hit 3,072 as Treasury Strategy Drives New Business Model
  August 05, 2025 · SQNS
• SHLS Q2 2025: Backlog Reaches $671M as Data Center Demand Fuels Solar Pipeline
  August 05, 2025 · SHLS
• Twin Hospitality (TWNP) Q2 2025: Smokey Bones Conversions Drive 15% Revenue Decline, Reshaping Portfolio
  August 05, 2025 · TWNP
• Great Lakes Dredge & Dock (GLDD) Q2 2025: Backlog Holds at $1B as Asset Upgrades Drive Margin Expansion
  August 05, 2025 · GLDD
• OrthoFix (OFIX) Q2 2025: U.S. Orthopedics Surges 28%, Redefining Limb Reconstruction Growth Path
  August 05, 2025 · OFIX
• Marriott (MAR) Q2 2025: Pipeline Surges 35% as Conversions and Mid-Scale Brands Accelerate Growth
  August 05, 2025 · MAR
• TransDigm (TDG) Q3 2025: 13% Defense Growth Offsets OEM Drag as Margins Reach 54.4%
  August 05, 2025 · TDG
• Cummins (CMI) Q2 2025: Power Systems Margin Surges to 22.8% as Truck Demand Plummets
  August 05, 2025 · CMI
• EnPro (NPO) Q2 2025: AST Surges 14.5% as Segment Investments Drive Upgraded Growth Outlook
  August 05, 2025 · NPO
• Pfizer (PFE) Q2 2025: New Products Deliver $4.7B, Margin Expansion Accelerates Pipeline Bets
  August 05, 2025 · PFE
• Madrigal Pharmaceuticals (MDGL) Q2 2025: ResDifera Run Rate Tops $800M as Patent Extension Secures Decade-Long Growth Runway
  August 05, 2025 · MDGL
• SBH Q3 2025: Marketplace Sales Up 21% in US and Canada, Fueling Digital Channel Shift
  August 05, 2025 · SBH
• First Watch (FWRG) Q2 2025: New Restaurants Drive 19% Revenue Surge as Gen Z Mix Grows
  August 05, 2025 · FWRG
• Oneok (OKE) Q2 2025: Acquired Assets Add $450M EBITDA, Permian Processing Capacity Expands
  August 05, 2025 · OKE
• EVgo (EVGO) Q2 2025: $225M Bank Facility Expands Stall Build to 14,000, Slashing Capex Per Stall 28%
  August 05, 2025 · EVGO
• LTC Properties (LTC) Q2 2025: SHOP Portfolio Set to Double With $320M Pipeline Acceleration
  August 05, 2025 · LTC
• Otter Tail (OTTR) Q2 2025: Plastic Volumes Jump 11% as Margin Compression Shapes Segment Outlook
  August 05, 2025 · OTTR
• MPC Q2 2025: 105% Margin Capture Signals Structural Shift in Commercial Performance
  August 05, 2025 · MPC
• Experian Therapeutics (ESPR) Q2 2025: U.S. Net Product Revenue Jumps 42% as Statin-Intolerant Patient Strategy Scales
  August 05, 2025 · ESPR
• PEG Q2 2025: Large Load Pipeline Surges 47%, Reshaping Demand Outlook
  August 05, 2025 · PEG
• Caterpillar (CAT) Q2 2025: Tariff Headwind Swells to $1.5B, Margin Outlook Reset Despite Record $37.5B Backlog
  August 05, 2025 · CAT
• Global Ship Lease (GSL) Q2 2025: $400M Charter Backlog Locks in 80% of 2026 Revenue
  August 05, 2025 · GSL
• Black Rifle Coffee (BRCC) Q2 2025: Wholesale Volume Drives 32% Sales Outperformance vs. Category
  August 05, 2025 · BRCC
• Cabot (CBT) Q3 2025: Reinforcing Carbons Acquisition Adds $70M Capacity as Battery Materials Margin Climbs 20%
  August 05, 2025 · CBT
• CNR Q2 2025: Synergy Target Raised 30% as PRB Volumes and Cost Leverage Drive Upside
  August 05, 2025 · CNR
• Blade (BLDE) Q2 2025: Medical Revenue Jumps to 60% of Business as Passenger Unit Sells for $125M
  August 05, 2025 · BLDE
• MSA (MSA) Q2 2025: Detection and Fall Protection Fuel 6% Organic Growth Amid Margin Squeeze
  August 05, 2025 · MSA
• Apollo (APO) Q2 2025: Origination Volume Jumps 50%, Cementing Perpetual Capital Flywheel
  August 05, 2025 · APO
• Primoris (PRIM) Q2 2025: Utility Segment Margins Reach 12%, Expanding Multi-Year Earnings Power
  August 05, 2025 · PRIM
• Douglas Dynamics (PLOW) Q2 2025: Solutions Margins Hit 21.9% as Municipal Backlog Drives 10% Capacity Expansion
  August 05, 2025 · PLOW
• Azenta (AZTA) Q3 2025: SMS Margins Surge 760bps as Mix and Execution Offset Flat Revenue
  August 05, 2025 · AZTA
• Graham (GHM) Q1 2026: Backlog Surges 22% to $483M, Securing Multi-Year Defense Visibility
  August 05, 2025 · GHM
• Atkore (ATKR) Q3 2025: Tariffs Drive 20%+ Import Drop, $50M Headwind Looms for FY26
  August 05, 2025 · ATKR
• Duke Energy (DUK) Q2 2025: $6B Florida Minority Sale Boosts Balance Sheet, Unlocks $4B Capex Expansion
  August 05, 2025 · DUK