Latest Earnings Analysis

• Rogers (ROG) Q2 2025: $45M Cost Actions Targeted as EV and Regional Mix Reshape Margin Path
  August 01, 2025 · ROG
• Bright Horizons (BFAM) Q2 2025: Backup Care Jumps 19% as Employer-Sponsored Model Deepens
  August 01, 2025 · BFAM
• World Kinect (WKC) Q2 2025: $367M Land Impairment Accelerates Portfolio Refocus
  August 01, 2025 · WKC
• PROS Holdings (PRO) Q2 2025: Subscription Revenue Up 12% as Platform Partnerships and AI Agents Drive Expansion
  August 01, 2025 · PRO
• SPXC Q2 2025: Data Center Revenue Jumps to 9% of Mix, Backlog Up 19.5%
  August 01, 2025 · SPXC
• Illumina (ILMN) Q2 2025: Clinical Sequencing Hits 60% of Consumables, Offsetting Research Weakness
  August 01, 2025 · ILMN
• Five9 (FIVN) Q2 2025: Enterprise AI Revenue Jumps 42% as Platform Shift Accelerates
  August 01, 2025 · FIVN
• Grid Dynamics (GDYN) Q2 2025: AI and Data Revenue Climbs to 23%, Tripling Core Growth Rate
  August 01, 2025 · GDYN
• MindMed (MNMD) Q2 2025: R&D Spend Doubles as Three Phase 3 Trials Drive Toward 2026 Pivotal Readouts
  August 01, 2025 · MNMD
• Invista (NVST) Q2 2025: Core Growth Accelerates to 5.6% as Margin Expansion Outpaces Tariff Headwinds
  August 01, 2025 · NVST
• eXp World Holdings (EXPI) Q2 2025: International Revenue Jumps 59% as Agent Productivity Rises
  August 01, 2025 · EXPI
• Roku (ROKU) Q2 2025: Platform Margin Hits 52% as SMB Ad Push Expands Market Reach
  August 01, 2025 · ROKU
• Floor & Decor (FND) Q2 2025: Gross Margin Hits 43.9% as Pricing and Mix Offset Volume Headwinds
  August 01, 2025 · FND
• BZH Q3 2025: Texas Absorption Drops to 1.3 as Energy Efficiency Bets Offset Sales Headwinds
  August 01, 2025 · BZH
• Arthur J. Gallagher (AJG) Q2 2025: Margin Expansion Surges 334bps, M&A Pipeline Hits $500M
  August 01, 2025 · AJG
• AppFolio (APPF) Q2 2025: Premium Tier Adoption Drives 19% Revenue Growth, AI Platform Accelerates Customer Value
  August 01, 2025 · APPF
• CCC Intelligent Solutions (CCCS) Q2 2025: Emerging Solutions Drive 4% of Revenue as AI Adoption Accelerates
  August 01, 2025 · CCCS
• Huron (HURN) Q2 2025: Commercial Segment Jumps 28% as M&A Strategy Accelerates Portfolio Expansion
  August 01, 2025 · HURN
• Lumen (LUMN) Q2 2025: $500M in New PCF Contracts Signals AI Backbone Expansion
  August 01, 2025 · LUMN
• Rimini Street (RMNI) Q2 2025: Oracle Settlement Unlocks $37.9M, Resets Growth Trajectory
  August 01, 2025 · RMNI
• Cloudflare (NET) Q2 2025: Large Customer Revenue Jumps to 71%, Powering Strategic Expansion
  August 01, 2025 · NET
• Workiva (WK) Q2 2025: $500K+ Contracts Jump 35% as Platform Upsell Drives Margin Expansion
  August 01, 2025 · WK
• Ryan Specialty (RYAN) Q2 2025: Property Pricing Drops 20-30%, Casualty and M&A Offset Headwind
  August 01, 2025 · RYAN
• Stryker (SYK) Q2 2025: Mako Installations Hit Record High, Driving 11% MedSurg & Neurotech Growth
  August 01, 2025 · SYK
• Boot Barn (BOOT) Q1 2026: Exclusive Brands Hit 40.6% of Sales, Driving 180bps Margin Expansion
  August 01, 2025 · BOOT
• ASUR Q2 2025: Latham Acquisition Adds $7M Revenue, Accelerates Attach Rate Climb
  August 01, 2025 · ASUR
• Clorox (CLX) Q4 2025: ERP Shift Drives 4% Sales Distortion, Margin Tailwinds Mask Underlying Share Slippage
  August 01, 2025 · CLX
• Procore (PCOR) Q2 2025: Cross-Sell Mix Rises to 30%, Signaling Go-to-Market Leverage
  August 01, 2025 · PCOR
• Hub Group (HUBG) Q2 2025: Cost Reduction Target Raised to $50M as Final Mile and Intermodal Drive Strategic Shift
  August 01, 2025 · HUBG
• DXC (DXC) Q1 2026: Bookings Up 14%, Proactive AI Solutions Drive Pipeline Strength
  August 01, 2025 · DXC
• Amazon (AMZN) Q2 2025: AWS Backlog Jumps 25% to $195B, Extending AI Demand Visibility
  August 01, 2025 · AMZN
• Weave (WEAV) Q2 2025: Specialty Medical Grows to 2nd Largest Vertical, Fueling 15% Expansion
  August 01, 2025 · WEAV
• Fortune Brands (FBIN) Q2 2025: Digital Sales Run Rate Nears $300M as Tariff Mitigation Reshapes Margin Outlook
  August 01, 2025 · FBIN
• Paramount Global (PARA) Q2 2025: D2C Revenue Jumps 15% as Skydance Transition Nears
  July 31, 2025 · PARA
• Innodata (INOD) Q2 2025: 79% Revenue Surge Unlocks Next-Gen AI Data Opportunity
  July 31, 2025 · INOD
• Credit Acceptance (CACC) Q2 2025: Share Repurchases Climb as Loan Portfolio Hits $9.1B Amid Market Share Drop
  July 31, 2025 · CACC
• Dolby Laboratories (DLB) Q3 2025: Licensing Revenue Climbs 9% as Automotive and Mobile Adoption Deepens
  July 31, 2025 · DLB
• Bio-Rad (BIO) Q2 2025: Process Chromatography Jumps 25%, Offsetting Academic Market Drag
  July 31, 2025 · BIO
• Cable One (CABO) Q2 2025: Fiber Overbuilds Reach 53%, Intensifying Share Defense Strategy
  July 31, 2025 · CABO
• Prodocio (PRDO) Q2 2025: Enrollment Jumps 17%, St. Augustine Acquisition Drives Revenue Upside
  July 31, 2025 · PRDO
• CoreSep Therapeutics (CORT) Q2 2025: 49% Prescription Surge Outpaces Pharmacy Capacity, Setting Up Relacorlin Launch
  July 31, 2025 · CORT
• Universal Display (OLED) Q2 2025: Gen 8.6 Fab Expansions Signal 10–15% Capacity Growth Ahead
  July 31, 2025 · OLED
• ResMed (RMD) Q4 2025: Gross Margin Expands 230bps as Digital Sleep Ecosystem Drives Operating Leverage
  July 31, 2025 · RMD
• Edison International (EIX) Q2 2025: $9.8B Rate Case Anchors Grid Investment Amid Wildfire, Legislative Uncertainty
  July 31, 2025 · EIX
• Rocket Companies (RKT) Q2 2025: Redfin Integration Drives 13% Net Rate Lock Growth, AI Reshapes Cost Curve
  July 31, 2025 · RKT
• COHU (COHU) Q2 2025: Systems Revenue Jumps 16% on Mobile and Automotive Test Demand
  July 31, 2025 · COHU
• Matson (MATX) Q2 2025: Vietnam Origin Jumps to 21% of China Service as Tariff Shifts Reshape Trade Lanes
  July 31, 2025 · MATX
• Exponent (EXPO) Q2 2025: Disputes Work Grows 7% as Headcount Inflects Toward 4% Expansion
  July 31, 2025 · EXPO
• Forrester (FORR) Q2 2025: Multi-Year Contracts Rise 8 Points as Pipeline Grows 15%
  July 31, 2025 · FORR
• Opko Health (OPK) Q2 2025: Oncology Asset Sale Unlocks $225M, Refocuses Diagnostics for Profitability
  July 31, 2025 · OPK