Latest Earnings Analysis

• Penguin Solutions (PENG) Q3 2025: Integrated Memory Up 42%, Diversifying AI Infrastructure Momentum
  August 05, 2025 · PENG
• SL Green (SLG) Q2 2025: Guidance Raised 7.4% as Opportunistic Capital Deployment Unlocks $300M+ Liquidity
  August 05, 2025 · SLG
• Rexford Industrial (REXR) Q2 2025: 80% Vacancy Leasing Activity Signals Portfolio Resilience Amid 12.8% Rent Decline
  August 05, 2025 · REXR
• Prologis (PLD) Q2 2025: Build-to-Suit Pipeline Hits $1.1B as Demand Pivots to Large-Scale Logistics
  August 05, 2025 · PLD
• Bassett Furniture (BSET) Q2 2025: Retail Deliveries Up 7.5% as Restructuring Drives Margin Recovery
  August 05, 2025 · BSET
• NTIC (NTIC) Q3 2025: China Revenue Jumps 27%, Offsetting JV Weakness and Fueling Margin Gains
  August 05, 2025 · NTIC
• Zenvia (ZENV) Q1 2025: CPaaS Jumps 58%, Margin Compression Drives Strategic Refocus
  August 05, 2025 · ZENV
• Lattice Semiconductor (LSCC) Q2 2025: Server Growth Surges 85% as AI Companionship Drives Design Win Momentum
  August 05, 2025 · LSCC
• TCMD Q2 2025: AfloVest Sales Surge 52%, Shifting Revenue Mix and Strategic Focus
  August 05, 2025 · TCMD
• Navitas (NVTS) Q2 2025: $97M Capital Raise Fuels AI Data Center Pivot Amid Revenue Reset
  August 05, 2025 · NVTS
• B&G Foods (BGS) Q2 2025: Portfolio Divestitures Cut $50M Sales, Refocus Margin Trajectory
  August 05, 2025 · BGS
• Agilon Health (AGL) Q2 2025: Medical Margin Swings to -$53M as Risk Adjustment Lags, Forcing Strategy Reset
  August 05, 2025 · AGL
• MercadoLibre (MELI) Q2 2025: Free Shipping Shift Lifts Brazil Items Sold 34%
  August 05, 2025 · MELI
• Syndax (SNDX) Q2 2025: Revuforge Sales Jump 43% as Early-Line Adoption Drives Multi-Year Upside
  August 05, 2025 · SNDX
• PRA Group (PRAA) Q2 2025: ERC Climbs 22% as U.S. Legal Channel Drives Collections Growth
  August 05, 2025 · PRAA
• Hims & Hers (HIMS) Q2 2025: Personalized Care Drives 73% Revenue Growth as Platform Expands Beyond Weight Loss
  August 05, 2025 · HIMS
• Similar Scientific (SMLR) Q2 2025: Bitcoin Holdings Surge $586M as Dual-Engine Model Gains Leverage
  August 05, 2025 · SMLR
• V2X (VVX) Q2 2025: $4.3B T6 Win Expands Pipeline, Sets Stage for Outcome-Based Contract Growth
  August 05, 2025 · VVX
• SBAC Q2 2025: Millicom Adds 4,300 Sites as U.S. Bookings Rise for Sixth Straight Quarter
  August 05, 2025 · SBAC
• BWXT (BWXT) Q2 2025: Backlog Soars 70% as Government and Nuclear Demand Ignite Pipeline
  August 05, 2025 · BWXT
• Ardelyx (ARDX) Q2 2025: Ibsrella Net Sales Surge 84% as Field Execution Drives Guidance Raise
  August 05, 2025 · ARDX
• Reservoir Media (RSVR) Q1 2026: Acquisitions Fuel 8% Top-Line Growth as Deal Pipeline Tops $1B
  August 05, 2025 · RSVR
• RingCentral (RNG) Q2 2025: Free Cash Flow Surges 33% as AI Product ARR Nears $100M Milestone
  August 05, 2025 · RNG
• Hendrick & Struggles (HSII) Q2 2025: Executive Search Productivity Hits $2.3M, Driving Multi-Segment Margin Expansion
  August 04, 2025 · HSII
• PlayStudios (MYPS) Q2 2025: D2C Revenue Surges 107% as Core DAUs Drop 28%
  August 04, 2025 · MYPS
• TrueBlue (TBI) Q2 2025: Skilled Segment Delivers Double-Digit Growth Amid Market Stabilization
  August 04, 2025 · TBI
• Castle Biosciences (CSTL) Q2 2025: TissueCypher Volume Up 92%, Offsetting SCC Policy Drag
  August 04, 2025 · CSTL
• Denny’s (DENN) Q2 2025: Kiki’s 4% Comp Growth Offsets Denny’s -1.3% Sales Slump
  August 04, 2025 · DENN
• EverQuote (EVER) Q2 2025: Carrier Spend Up 61% as AI-Driven Efficiency Lifts Margins
  August 04, 2025 · EVER
• MetaFast (MED) Q2 2025: Active Coach Count Drops 33%, Forcing Business Model Reset in GLP-1 Era
  August 04, 2025 · MED
• Trex (TREX) Q2 2025: New Products Drive 22% of Sales, Level Loading Lifts Margin Outlook
  August 04, 2025 · TREX
• CVRX (CVRX) Q2 2025: 35% New Sales Hires Drive Account Expansion, Reimbursement Tailwinds Build
  August 04, 2025 · CVRX
• ICHR Q2 2025: Gross Margin Stalls at 12.5% as Hiring and Internal Ramp Lag Revenue Growth
  August 04, 2025 · ICHR
• Vertex (VRTX) Q2 2025: Genavix Prescriptions Top 110,000 as Commercial Diversification Accelerates
  August 04, 2025 · VRTX
• SI-BONE (SIBN) Q2 2025: U.S. Physician Base Jumps 25%, Driving Platform Penetration
  August 04, 2025 · SIBN
• BioMarin (BMRN) Q2 2025: Operating Cash Flow Jumps 55% as Pipeline and Portfolio Investments Accelerate
  August 04, 2025 · BMRN
• Allison Transmission (ALSN) Q2 2025: Dana Off-Highway Acquisition Adds $400M EBITDA, Reshaping Global Growth Path
  August 04, 2025 · ALSN
• Allegiant (ALGT) Q2 2025: MAX Fleet Climbs to 10% of ASMs, Driving Margin Outperformance
  August 04, 2025 · ALGT
• Air Lease (AL) Q2 2025: $1.4B Aircraft Sales Pipeline Signals Persistent Demand Strength
  August 04, 2025 · AL
• Ameresco (AMRC) Q2 2025: Contracted Project Backlog Jumps 46%, Reinforcing Margin Upside and Diversification Strategy
  August 04, 2025 · AMRC
• Kosmos Energy (KOS) Q2 2025: CapEx Falls 65% as Production Ramps, Free Cash Flow Prioritized
  August 04, 2025 · KOS
• Sohu (SOHU) Q2 2025: Online Game Revenue Slides 28% as Media Platform Losses Persist
  August 04, 2025 · SOHU
• TG Therapeutics (TGTX) Q2 2025: BrionV Share Hits 33%, Sub-Q Launch Targets $8B MS Market Expansion
  August 04, 2025 · TGTX
• Tower Semiconductor (TSEM) Q2 2025: RF Infrastructure Jumps to 25% of Revenue, Accelerating Optical Growth
  August 04, 2025 · TSEM
• ON Semiconductor (ON) Q2 2025: AI Data Center Revenue Doubles, Power Mix Drives Margin Reset
  August 04, 2025 · ON
• Tyson Foods (TSN) Q3 2025: Chicken AOI Guidance Raised 33% as Prepared Foods Hits All-Time High
  August 04, 2025 · TSN
• Energizer (ENR) Q3 2025: $35M Production Credits Offset Tariffs, Lifting Margin and Guidance
  August 04, 2025 · ENR
• Hagerty (HGTY) Q2 2025: Marketplace Revenue Jumps 78% as European Auctions Accelerate
  August 04, 2025 · HGTY
• BioNTech (BNTX) Q2 2025: $3.5B BMS Milestone Deal Accelerates Oncology Pivot
  August 04, 2025 · BNTX
• Axsome (AXSM) Q2 2025: Avelity Scripts Jump 15% as Coverage Expansion Drives Prescriber Uptake
  August 04, 2025 · AXSM