Latest Earnings Analysis

• BWIN Q2 2026: CAC Drives 23% Revenue Growth, Margin Expands 110bps Amid Integration and AI Tailwinds
  July 31, 2026 · BWIN
• Ryan Specialty (RYAN) Q2 2026: Share Repurchase Surges $260M as Margin Expansion Faces Competitive Headwinds
  July 31, 2026 · RYAN
• SPX Technologies (SPXC) Q2 2026: Data Center Capacity Boosts to $1.1B, Driving 27% EBITDA Growth Outlook
  July 31, 2026 · SPXC
• Reddit (RDDT) Q2 2026: Revenue per Employee Hits $1M as Direct User Mix Shifts Monetization Flywheel
  July 31, 2026 · RDDT
• Gardent Health (GH) Q2 2026: Oncology Test Volume Jumps 63% as SHIELD Coverage Expands
  July 31, 2026 · GH
• DexCom (DXCM) Q2 2026: Gross Margin Jumps 400bps as 15-Day G7 Rollout Accelerates
  July 31, 2026 · DXCM
• Castle Biosciences (CSTL) Q2 2026: TissueCypher Volumes Surge 63% as Pipeline Expansion Accelerates
  July 31, 2026 · CSTL
• SPSC Q2 2026: Core Business Grows High Single Digits as 3P Exit Shifts ARPU Mix
  July 31, 2026 · SPSC
• Fulgent Genetics (FLGT) Q2 2026: $19M Revenue Hit from Billing Transition Drives Guidance Reset
  July 31, 2026 · FLGT
• First Solar (FSLR) Q2 2026: Gross Margin Surges to 57% on Tariff Benefits and U.S. Manufacturing Scale
  July 31, 2026 · FSLR
• Monolithic Power Systems (MPWR) Q2 2026: Enterprise Data Surges 45%, Capacity Expansion Targets $6B+
  July 31, 2026 · MPWR
• IDACORP (IDA) Q2 2026: Industrial Revenues Jump 17% as Large-Scale Load Drives Strategic Shift
  July 31, 2026 · IDA
• Schneider National (SNDR) Q2 2026: Network Revenue Per Truck Up 16% as Supply Attrition Drives Rate Recovery
  July 31, 2026 · SNDR
• PTC Therapeutics (PTCT) Q2 2026: Suffiance Drives 21% Sequential Growth, Global Launch Expands Revenue Base
  July 31, 2026 · PTCT
• Neurocrine Biosciences (NBIX) Q2 2026: Pro Forma Sales Approach $1B as Portfolio Diversifies Beyond Ingreza
  July 31, 2026 · NBIX
• Roblox (RBLX) Q2 2026: DAUs Up 10% as Algorithm Shift Drives Monetization Reset
  July 31, 2026 · RBLX
• GSI Technology (GSIT) Q1 2027: R&D Spend Jumps 48% as Gemini 2 and PLATO Investments Deepen
  July 31, 2026 · GSIT
• Alignment Healthcare (ALHC) Q2 2026: Membership Up 31% as Embedded Margin Leverage Expands
  July 31, 2026 · ALHC
• Stellantis (STLA) Q2 2026: Industrial Cost Savings Top €1.9B as VCP Reshapes Margin Path
  July 31, 2026 · STLA
• NewMarket (NEU) Q2 2026: Specialty Materials Revenue Jumps 60% on CALCAS Integration
  July 31, 2026 · NEU
• BJ’s Restaurants (BJRI) Q2 2026: Traffic Surges 8.3% as Menu Innovation Outpaces Casual Dining Peers
  July 31, 2026 · BJRI
• Bright Horizons (BFAM) Q2 2026: Backup Care Revenue Jumps 19%, Powering Margin Expansion
  July 31, 2026 · BFAM
• ASUR Q2 2026: Recurring Revenue Rises 19% as AI and Cross-Sell Drive Margin Expansion
  July 31, 2026 · ASUR
• CareDx (CDNA) Q2 2026: Revenue Soars 52% as NavDx and Transplant Volumes Expand Core Platform
  July 31, 2026 · CDNA
• Veracyte (VCYT) Q2 2026: Prosigna Launch and 20% Decipher Growth Signal Expanding Oncology Franchise
  July 31, 2026 · VCYT
• Silicon Motion (SIMO) Q2 2026: Farai and Boot Drive Solutions Reach 30% of Revenue, Diversification Accelerates
  July 31, 2026 · SIMO
• NextPower (NXT) Q1 2027: Backlog Climbs to $5.5B as Platform Expansion Accelerates
  July 31, 2026 · NXT
• Donegal Group (DGICA) Q2 2026: Expense Ratio Rises to 35.8% as Tech Investment and Soft Market Weigh
  July 31, 2026 · DGICA
• Stryker (SYK) Q2 2026: Capital Backlog Drives 11% Second-Half Growth Target Amid Supply Disruption
  July 31, 2026 · SYK
• NorthWestern Energy (NWE) Q2 2026: Adjusted EPS Up 25% as Merger Nears Final Approval
  July 31, 2026 · NWE
• Everest Group (EG) Q2 2026: Annapurna Re Sidecar Adds $3.4B AUM, Tightens Capital Flexibility
  July 31, 2026 · EG
• Unity (UNIT) Q2 2026: Fiber Bookings Jump 30% as AI Demand Drives Record Lease-Up
  July 31, 2026 · UNIT
• Xenia Hotels & Resorts (XHR) Q2 2026: Group Revenue Pace Up 12%, Portfolio Strength Drives Guidance Hike
  July 31, 2026 · XHR
• DXC (DXC) Q1 2027: GIS Bookings Up 35% as AI Offerings Accelerate Pipeline Conversion
  July 31, 2026 · DXC
• Axos Financial (AX) Q4 2026: Deposit Acquisitions Add $5.5B, Fueling Double-Digit Loan Growth Trajectory
  July 31, 2026 · AX
• Ambev (ABEV) Q2 2026: Premium Beer Mix Hits 25% of Brazil Volumes, Driving Margin Expansion
  July 31, 2026 · ABEV
• Shell (SHEL) Q2 2026: Portfolio High Grading Delivers $6B in Asset Savings, Lifts Production Growth Outlook
  July 31, 2026 · SHEL
• Covenant Logistics (CVLG) Q2 2026: Managed Freight Revenue Jumps 28%, Margin Ceiling in Focus
  July 31, 2026 · CVLG
• Amazon (AMZN) Q2 2026: AWS Revenue Jumps 37% as AI Demand Drives $169B Run Rate
  July 31, 2026 · AMZN
• Ingram Micro (INGM) Q2 2026: xVantage Drives 40% Operating Income Growth as AI Platform Scales
  July 31, 2026 · INGM
• Apple (AAPL) Q3 2026: iPhone Revenue Jumps 22% as Memory Costs Pressure Margins
  July 31, 2026 · AAPL
• AEP (AEP) Q2 2026: Contracted Load Surges 6 GW, Extending Capital Plan Growth Trajectory
  July 31, 2026 · AEP
• Hershey (HSY) Q2 2026: DOTS Supply Woes Trim Segment Margin, 2027 Growth Targets Unchanged
  July 31, 2026 · HSY
• LPL Financial (LPLA) Q2 2026: Share Repurchases Surge to $309M as Recruiting and Integration Drive Operating Leverage
  July 31, 2026 · LPLA
• AXTI (AXTI) Q2 2026: Indium Phosphide Revenue Surges 164%, Backlog Exceeds $100M as AI Demand Outpaces Capacity
  July 31, 2026 · AXTI
• Merit Medical (MMSI) Q2 2026: Therapeutic Product Growth Hits 14%, Unlocking Portfolio Leverage
  July 31, 2026 · MMSI
• Columbia Sportswear (COLM) Q2 2026: International Sales Climb 9% as U.S. Headwinds Persist
  July 31, 2026 · COLM
• Farmer Mac (AGM) Q2 2026: Outstanding Business Volume Surges $2.4B on Record Loan Demand
  July 31, 2026 · AGM
• Grand Canyon Education (LOPE) Q2 2026: Hybrid Campus Enrollment Jumps 18.5%, Sharpening Margin Expansion Path
  July 31, 2026 · LOPE
• NMI Holdings (NMIH) Q2 2026: Insurance in Force Climbs 8%, Underscoring Embedded Growth Engine
  July 31, 2026 · NMIH