Latest Earnings Analysis

• InventTrust Properties (IVT) Q2 2025: $306M California Exit Drives Sunbelt Reallocation and 16% Leasing Spread
  August 05, 2025 · IVT
• Apollo Commercial Real Estate Finance (ARI) Q2 2025: Loan Portfolio Jumps 12% as Capital Rotation Accelerates
  August 05, 2025 · ARI
• Orchid Island Capital (ORC) Q2 2025: Portfolio Shift to 5.5–6.5% Coupons Drives 18.8M Share Expansion
  August 05, 2025 · ORC
• Healthpeak (DOC) Q2 2025: Outpatient Medical Leasing Spreads Rise 6%, Offsetting Lab Occupancy Drag
  August 05, 2025 · DOC
• Weyerhaeuser (WY) Q2 2025: $100M Share Buyback Signals Aggressive Capital Deployment Amid Market Volatility
  August 05, 2025 · WY
• GLPI Q2 2025: Cash Rent Rises $22M as Development Commitments Drive Capital Deployment
  August 05, 2025 · GLPI
• CTS (CTS) Q2 2025: Diversified End Markets Reach 55% of Revenue, Margin Expands 296bps
  August 05, 2025 · CTS
• AllianceBernstein (AB) Q2 2025: Private Markets AUM Jumps 20%, Accelerating Alternatives Pivot
  August 05, 2025 · AB
• XHR Q2 2025: Group Revenue Pace Up 16%, Fueling Margin Expansion and Capital Flexibility
  August 05, 2025 · XHR
• BXP (BXP) Q2 2025: 1.1M SF Leased, Anchoring $2B 343 Madison Build as Premier Office Outperforms
  August 05, 2025 · BXP
• Ocean Power Technologies (OPTT) Q4 2025: Backlog Hits $12.5M, Unlocking Defense and Global Scale
  August 05, 2025 · OPTT
• FSUN Q2 2025: Service Fee Revenue Mix Jumps 300bps, Deepening Non-Interest Income Leverage
  August 05, 2025 · FSUN
• Kilroy Realty (KRC) Q2 2025: $480M Dispositions Accelerate Portfolio Rotation, Unlocking West Coast Recovery Leverage
  August 05, 2025 · KRC
• Seven Hills Realty Trust (SEVN) Q2 2025: Dividend Cut by 20% as Repricing Drives Yield Reset
  August 05, 2025 · SEVN
• NXRT Q2 2025: $7.6M Buyback Underscores Capital Discipline Amid Flat NOI
  August 05, 2025 · NXRT
• CDP Q2 2025: Defense IT Leasing Hits 95.6% as $150B Appropriation Fuels Growth Prospects
  August 05, 2025 · CDP
• Bricksmore (BRX) Q2 2025: Leasing Spreads Hit 44% as Backfill Drives NOI Visibility
  August 05, 2025 · BRX
• Beta Bionics (BBNX) Q2 2025: Pharmacy Channel Hits 7x Install Base, Unlocking Recurring Revenue Tailwind
  August 05, 2025 · BBNX
• Getty Realty (GTY) Q2 2025: $95M YTD Investments Expand Portfolio Diversification, Underwriting Discipline Holds Amid Competitive Market
  August 05, 2025 · GTY
• Veris Residential (VRE) Q2 2025: $450M Dispositions Accelerate Deleveraging, Sharpening Balance Sheet Flexibility
  August 05, 2025 · VRE
• ZEPP (ZEPP) Q2 2025: Revenue Surges 46% as Premium Product Mix and Supply Chain Strategy Drive Upside
  August 05, 2025 · ZEPP
• Agri-Realty (ADC) Q2 2025: Investment Volume Surges 58% as Development Pipeline Accelerates
  August 05, 2025 · ADC
• Whitestone REIT (WSR) Q2 2025: Occupancy Climbs 100bps as Sunbelt Leasing and Development Drive Portfolio Upgrade
  August 05, 2025 · WSR
• Kimco Realty (KIM) Q2 2025: Small Shop Occupancy Hits 92.2% as Leasing Spreads Reach 8-Year High
  August 05, 2025 · KIM
• BAFN Q2 2025: $123M Unguaranteed SBA Exposure Drives Net Loss, Strategic Review Intensifies
  August 05, 2025 · BAFN
• Pebblebrook (PEB) Q2 2025: Redeveloped Hotels Drive 60%+ Revenue Surge at Newport, Offsetting LA Headwinds
  August 05, 2025 · PEB
• LXP (LXP) Q2 2025: 41% Rent Spread on Renewals Signals Resilient Leasing Power
  August 05, 2025 · LXP
• American Tower (AMT) Q2 2025: CoreSite Drives 13% Data Center Growth as Densification Accelerates
  August 05, 2025 · AMT
• Welltower (WELL) Q2 2025: $9.2B Acquisition Pace Redefines Senior Housing Platform Scale
  August 05, 2025 · WELL
• Two Harbors (TWO) Q2 2025: $200M Litigation Hit Drives -14.5% Economic Return, MSR and AI Focus Intensifies
  August 05, 2025 · TWO
• Piedmont (PDM) Q2 2025: Leasing Pipeline Surges by 800,000 Sq Ft as Sunbelt Shift Accelerates
  August 05, 2025 · PDM
• Exeget (XGN) Q2 2025: Per-Territory Revenue Climbs 50%, Commercial Leverage Accelerates
  August 05, 2025 · XGN
• Flagstar Financial (FLG) Q2 2025: CRE Par Payoffs Double, Catalyzing Portfolio Shift
  August 05, 2025 · FLG
• AGNC (AGNC) Q2 2025: $800M Accretive Equity Issuance Expands Liquidity, Setting Up for Opportunistic Deployment
  August 05, 2025 · AGNC
• CVBF Q2 2025: Loan Originations Jump 58% as Deposit Mix and Capital Discipline Bolster Resilience
  August 05, 2025 · CVBF
• Armour Residential REIT (ARR) Q2 2025: $104M Capital Raised as Agency MBS Spreads Stay Historically Wide
  August 05, 2025 · ARR
• ASM (ASM) Q2 2025: Gross Margin Holds 51.8% as China Orders Slide and AI Demand Shifts Mix
  August 05, 2025 · ASM
• North Point BankShares (NPB) Q2 2025: MPP Balances Jump $423M, Securing Growth Leverage
  August 05, 2025 · NPB
• Altisource (ASPS) Q2 2025: Service Revenue Jumps 11% as Renovation and LendersOne Drive Growth
  August 05, 2025 · ASPS
• Alliance Resource Partners (ARLP) Q2 2025: 80% of 2026 Tons Locked, Regulatory Tailwind Fuels Multi-Year Visibility
  August 05, 2025 · ARLP
• Acme United (ACU) Q2 2025: Tariff-Driven 6% U.S. Sales Drop Spurs Supply Chain Shift
  August 05, 2025 · ACU
• FPI Q2 2025: $25M Asset Gains and 50% California Write-Downs Reshape Portfolio Focus
  August 05, 2025 · FPI
• Invesco Mortgage Capital (IVR) Q2 2025: Leverage Drops to 6.5x as Volatility Spurs Defensive Shift
  August 05, 2025 · IVR
• Ladder Capital (LADR) Q2 2025: Investment Grade Status Cuts Bond Spread by 108bps, Unlocking Cheaper Capital
  August 05, 2025 · LADR
• TRX Gold (TRX) Q3 2025: Processing Cost Per Ton Falls Below $15, Unlocking Margin Leverage
  August 05, 2025 · TRX
• Health and Tech (HIT) Q2 2025: Distribution Partners Up 87%, Unlocking Small Business Health Platform Scale
  August 05, 2025 · HIT
• Dynex Capital (DX) Q2 2025: Portfolio Grows 50% as Agency MBS Spreads Remain Exceptionally Wide
  August 05, 2025 · DX
• FEIM Q4 2025: Satellite Revenue Jumps 77%, Positioning for Quantum Sensor Upside
  August 05, 2025 · FEIM
• FranklinCovey (FC) Q3 2025: $8M Annualized Cost Cuts Counter $10M Revenue Uncertainty
  August 05, 2025 · FC
• First Industrial Realty Trust (FR) Q2 2025: Rental Rate Growth Hits 38% as Leasing Pace Remains Deliberate
  August 05, 2025 · FR