Latest Earnings Analysis

• Builders FirstSource (BLDR) Q2 2025: EBITDA Margin Falls 300bps as Housing Headwinds Deepen
  July 31, 2025 · BLDR
• Blue Owl Capital (OWL) Q2 2025: $55B LTM Capital Raised Sets Stage for Durable Fee Growth
  July 31, 2025 · OWL
• Hilton Grand Vacations (HGV) Q2 2025: MAX Memberships Up 65K, Driving Double-Digit Contract Sales Growth
  July 31, 2025 · HGV
• Magnolia Oil & Gas (MGY) Q2 2025: Production Guidance Rises to 10% as Capital Efficiency Surges
  July 31, 2025 · MGY
• Colliers (CIGI) Q2 2025: Engineering Net Revenue Jumps 70% as Diversification Pays Off
  July 31, 2025 · CIGI
• Invitation Homes (INVH) Q2 2025: Renewal Rent Growth Hits 5%, Underscoring Resident Retention Advantage
  July 31, 2025 · INVH
• Antero Resources (AR) Q2 2025: Maintenance CapEx Down 26% as NYMEX Premium Exposure Expands
  July 31, 2025 · AR
• Black Hills (BKH) Q2 2025: Data Center Load Surges 21%, Powering Upper-Guidance Confidence
  July 31, 2025 · BKH
• First Foundation (FFWM) Q2 2025: $975M High-Cost Deposit Exit Pivots Balance Sheet for Margin Recovery
  July 31, 2025 · FFWM
• ITRON (ITRI) Q2 2025: Margin Record +230bps as Project Delays Shift Revenue Mix
  July 31, 2025 · ITRI
• VSE (VSEC) Q2 2025: Aviation Revenue Jumps 41% as Engine Aftermarket Surpasses 50% of Sales
  July 31, 2025 · VSEC
• Codere Online (CDRO) Q2 2025: Mexico Active Users Jump 36%, Offsetting Currency and Tax Headwinds
  July 31, 2025 · CDRO
• Real Matters (REAL) Q3 2025: U.S. Title Volume Up 52% as Market Share Gains Accelerate
  July 31, 2025 · REAL
• Rush Enterprises (RUSHA) Q2 2025: Aftermarket Delivers 63% of Gross Profit as Truck Sales Retreat 20%
  July 31, 2025 · RUSHA
• Exelon (EXC) Q2 2025: $17B Large Load Pipeline Signals Grid Investment Surge
  July 31, 2025 · EXC
• SNDL (SNDL) Q2 2025: Operating Income Turns Positive With $10.4M Upswing as Cannabis Outpaces Market
  July 31, 2025 · SNDL
• Oil States (OIS) Q2 2025: Offshore Mix Hits 72% as Backlog Climbs to $363M, Margin Path Sharpened
  July 31, 2025 · OIS
• BorgWarner (BWA) Q2 2025: Light Vehicle E-Products Surge 31%, Margin Guidance Raised on Strong Execution
  July 31, 2025 · BWA
• UTZ (UTZ) Q2 2025: Boulder Canyon Powers Margin Mix as CapEx Peaks and Expansion Accelerates
  July 31, 2025 · UTZ
• CMS Energy (CMS) Q2 2025: Data Center Load Adds 1 GW, Elevating Long-Term Growth Trajectory
  July 31, 2025 · CMS
• Euronet Worldwide (EEFT) Q2 2025: Money Transfer Operating Income Jumps 33% as Digital Mix Accelerates
  July 31, 2025 · EEFT
• Schneider (SNDR) Q2 2025: Dedicated Hits 70% of Truckload, Driving 31% Income Growth Amid Mixed Freight Backdrop
  July 31, 2025 · SNDR
• Alamos Gold (AGI) Q2 2025: All-In Sustaining Cost Guidance Raised 12% as Expansion Drives Production Upside
  July 31, 2025 · AGI
• PATK Q2 2025: $100M in New Outdoor Contracts Signals Solutions Model Traction
  July 31, 2025 · PATK
• Lincoln Electric (LECO) Q2 2025: Alloy Steel Adds $25M, Margin Mix Shifts Toward Permanent Savings
  July 31, 2025 · LECO
• InterDigital (IDCC) Q2 2025: Samsung Arbitration Drives 67% Royalty Uplift, Locks in $1B+ Through 2030
  July 31, 2025 · IDCC
• Cactus (WHD) Q2 2025: Tariff-Driven Margin Compression Hits 510bps as Vietnam Shift Accelerates
  July 31, 2025 · WHD
• Xcel Energy (XEL) Q2 2025: $15B Capex Upside Signals Accelerating Grid Investment Cycle
  July 31, 2025 · XEL
• BGC (BGC) Q2 2025: ECS Revenues Surge 122%, Margin Synergy Program Targets $25M Cost Cuts
  July 31, 2025 · BGC
• Wesco (WCC) Q2 2025: Data Center Sales Surge 65% as Backlog Hits Record Highs
  July 31, 2025 · WCC
• Hanover Insurance (THG) Q2 2025: Specialty E&S Grows 22% as Margin Expansion Outpaces Market
  July 31, 2025 · THG
• Franklin BSP Realty Trust (FBRT) Q2 2025: NewPoint Integration Targets $16–26M Quarterly Earnings Lift
  July 31, 2025 · FBRT
• Quanta Services (PWR) Q2 2025: Backlog Hits $35.8B as Platform Acquisitions Expand Addressable Market
  July 31, 2025 · PWR
• SCI (SCI) Q2 2025: $239M Capital Return Signals Cash Flow Upside Amid Pre-Need Momentum
  July 31, 2025 · SCI
• Amicus Therapeutics (FOLD) Q2 2025: Pombiliti and Opfolda Surge 58% as Global Launch Accelerates
  July 31, 2025 · FOLD
• Vericel (VCEL) Q2 2025: Macy Arthro Drives 40% Growth in Key Segment, Salesforce Expansion Accelerates
  July 31, 2025 · VCEL
• Xylem (XYL) Q2 2025: 420bps Applied Water Margin Expansion Signals Simplification Payoff
  July 31, 2025 · XYL
• Upbound Group (UPBD) Q2 2025: Acima GMV Climbs 16% as Digital, Subscription Engines Accelerate
  July 31, 2025 · UPBD
• Titan International (TWI) Q2 2025: Gross Margin Climbs 100bps as Inventory Rebuilds Signal Channel Turn
  July 31, 2025 · TWI
• Distribution Solutions Group (DSGR) Q2 2025: Margin Expansion Climbs 70bps as Integration Synergies Build
  July 31, 2025 · DSGR
• Pilgrim’s Pride (PPC) Q2 2025: Prepared Foods CapEx Surges to $650M, Targeting 40% U.S. Sales Growth
  July 31, 2025 · PPC
• DTM Q2 2025: Pipeline Segment Rises to 70% of Portfolio Amid $600M FID Surge
  July 31, 2025 · DTM
• WTW (WTW) Q2 2025: Margin Expands 150bps as Specialty, Health, and AI Drive Resilience
  July 31, 2025 · WTW
• Mastercard (MA) Q2 2025: Value-Added Services Revenue Jumps 22% as Pricing Power Deepens
  July 31, 2025 · MA
• Gildan (GIL) Q2 2025: Activewear Sales Jump 12% as Margin Expansion Outpaces Tariff Headwinds
  July 31, 2025 · GIL
• Kirby (KEX) Q2 2025: Power Generation Backlog Jumps 15% as Marine Margin Resilience Faces Macro Crosscurrents
  July 31, 2025 · KEX
• KBR (KBR) Q2 2025: $2B Backlog Shift Sets Stage for 2026 Margin Expansion
  July 31, 2025 · KBR
• Biogen (BIIB) Q2 2025: Launch Product Revenue Jumps 91% as Pipeline and Commercial Engines Accelerate
  July 31, 2025 · BIIB
• Agios (AGIO) Q2 2025: Pyruvate Kinase Franchise Revenue Jumps 45% as Thalassemia Launch Nears
  July 31, 2025 · AGIO
• Sixth Street Specialty Lending (TSLX) Q2 2025: Non-Accruals Halved to 0.6% as Credit Cycle Stabilizes
  July 31, 2025 · TSLX