Latest Earnings Analysis

• Apellis (APLS) Q2 2025: Free Goods Hit $13M as Injection Growth Holds, New Kidney Launch Sets Up Second-Half Inflection
  July 31, 2025 · APLS
• Vanda Pharmaceuticals (VNDA) Q2 2025: FNAPT Prescriptions Surge 24% as Sales Force Expansion Accelerates
  July 31, 2025 · VNDA
• AMSC (AMSC) Q1 2025: Grid Revenue Jumps 86% as Semiconductor Demand Accelerates Backlog
  July 31, 2025 · AMSC
• VICI (VICI) Q2 2025: AFFO Per Share Guidance Raised 4.4% as Internal Funding Powers Growth
  July 31, 2025 · VICI
• EZPW Q3 2025: EBITDA Surges 42% as Store Expansion and Gold Tailwinds Fuel Leverage
  July 31, 2025 · EZPW
• AGCO (AGCO) Q2 2025: $1B Buyback Unlocked as Margins Hold at 8.3% Despite 19% Sales Drop
  July 31, 2025 · AGCO
• KKR (KKR) Q2 2025: Management Fees Jump 18% as Fundraising Diversifies and Monetization Pipeline Builds
  July 31, 2025 · KKR
• Air Products (APD) Q3 2025: $185M Cost Savings Program Drives Margin Resilience Amid Helium Downturn
  July 31, 2025 · APD
• Albemarle (ALB) Q2 2025: CapEx Slashed 60% as $400M Cost Cuts Offset Lithium Price Pressure
  July 31, 2025 · ALB
• CVS (CVS) Q2 2025: Pharmacy Script Share Climbs to 27.8% as Cost Advantage Model Gains Traction
  July 31, 2025 · CVS
• AbbVie (ABBV) Q2 2025: Ex-Humira Platform Surges 22%, Raising Full-Year Revenue Target by $1.5B
  July 31, 2025 · ABBV
• Janus Henderson (JHG) Q2 2025: Guardian Partnership Adds $46.5B AUM, Elevates Fixed Income Platform
  July 31, 2025 · JHG
• SPGI Q2 2025: Market Intelligence Margin Expands 240bps, AI and Private Credit Drive Strategic Leverage
  July 31, 2025 · SPGI
• Everest Group (EG) Q2 2025: $800M Casualty Pruning Reshapes Insurance Mix for Margin Recovery
  July 31, 2025 · EG
• Masco (MAS) Q2 2025: Tariff Headwinds Cut $210M, Margin Discipline Drives 100bp Expansion
  July 31, 2025 · MAS
• FlowServe (FLS) Q2 2025: $266M Break Fee Fuels Capital Flexibility as Margins Expand 260bps
  July 31, 2025 · FLS
• Tyler Technologies (TYL) Q2 2025: SaaS Bookings Surge 48% Sequentially, Cloud Transition Drives Margin Expansion
  July 31, 2025 · TYL
• APG (APG) Q2 2025: Backlog Surges Past $4B as Inspection Mix Drives Margin Expansion
  July 31, 2025 · APG
• Trinity Industries (TRN) Q2 2025: Lease Renewal Rate Hits 89% as Order Momentum Returns
  July 31, 2025 · TRN
• Cigna (CI) Q2 2025: Evernorth Specialty Revenue Jumps 13% as Diversification Drives Resilience
  July 31, 2025 · CI
• KGC Q2 2025: Free Cash Flow Hits $647M as Portfolio Optionality Expands
  July 31, 2025 · KGC
• Ruger (RGR) Q2 2025: $17M Inventory Write-Off Clears Path for Portfolio Reset
  July 31, 2025 · RGR
• Capital Clean Energy Carriers (CCEC) Q2 2025: LNG Charter Backlog Hits 88 Years as Orderbook Shrinks
  July 31, 2025 · CCEC
• ICE (ICE) Q2 2025: Energy Revenue Surges 25%, Cementing All-Weather Platform Advantage
  July 31, 2025 · ICE
• Aptiv (APTV) Q2 2025: $5.4B in New Bookings Underscores Multi-Segment Outgrowth Amid Trade Uncertainty
  July 31, 2025 · AWK
• Terex (TEX) Q2 2025: Environmental Solutions Drives 19% Bookings Surge, Offsetting Tariff Drag
  July 31, 2025 · TEX
• OneWater Marine (ONEW) Q3 2025: Pre-Owned Sales Surge 18% as Inventory Rationalization Accelerates
  July 31, 2025 · ONEW
• Genworth (GNW) Q2 2025: Reserve Releases Add $48M as Delinquency Claims Remain Below 9% Assumption
  July 31, 2025 · GNW
• Norwegian Cruise Line (NCLH) Q2 2025: Margin Expands 560bps as Great Stirrup K Drives New Demand Levers
  July 31, 2025 · NCLH
• Tenaris (TS) Q2 2025: Section 232 Tariff Hike Raises $140M Quarterly Cost, Shifting U.S. Steel Dynamics
  July 31, 2025 · TS
• Teleflex (TFX) Q2 2025: Vascular Intervention Adds $204M, Reshaping Growth and Portfolio Focus
  July 31, 2025 · TFX
• TC Energy (TRP) Q2 2025: Columbia Gas Rate Uplift Drives 12% EBITDA Surge, Signals Expansion Tailwind
  July 31, 2025 · TRP
• GFL (GFL) Q2 2025: Margin Expands 230bps as Pricing Outpaces Cost Headwinds
  July 31, 2025 · GFL
• AMETEK (AME) Q2 2025: EMG Margins Surge 210bps as Automation and Paragon Drive Profit Upside
  July 31, 2025 · AME
• Baxter (BAX) Q2 2025: Operational Sales Growth Cut to 3% as Novum Pause and Fluid Conservation Extend Headwinds
  July 31, 2025 · BAX
• Vontier (VNT) Q2 2025: Mobility Tech Surges 18%, Recurring Revenue Base Expands
  July 31, 2025 · VNT
• Treehouse Foods (THS) Q2 2025: Margin Management Lifts EBITDA Margin 20bps Amid Volume Headwinds
  July 31, 2025 · THS
• ProtoLabs (PRLB) Q2 2025: CNC Machining Jumps 20% as Aerospace and Defense Fuels Record Revenue
  July 31, 2025 · PRLB
• MGIC Investment (MTG) Q2 2025: 112% Capital Payout Signals Enduring Excess in Flat Growth Market
  July 31, 2025 · MTG
• Independence Realty Trust (IRT) Q2 2025: $155M Orlando Acquisitions Signal Shift Toward Newer Assets
  July 31, 2025 · IRT
• HII (HII) Q2 2025: $11.9B Contract Awards Signal Industrial Base Expansion Amid Margin Pressure
  July 31, 2025 · HII
• Gannett (GCI) Q2 2025: $100M Cost Cuts and AI Licensing Set Stage for Digital Margin Expansion
  July 31, 2025 · GCI
• Alnylam (ALNY) Q2 2025: TTR Franchise Surges 77% on Ambutra Launch, Guidance Raised $575M
  July 31, 2025 · ALNY
• EOS Energy (EOSE) Q2 2025: Shipments Surge 122% as Factory Automation Drives Margin Path
  July 31, 2025 · EOSE
• Silicon Motion (SIMO) Q2 2025: PCIe5 SSD Revenue Jumps 75%, Setting Up $1B Exit Run Rate
  July 31, 2025 · SIMO
• Insight Enterprises (NSIT) Q2 2025: Hardware Gross Profit Up 2% as AI-First Pivot Reshapes Strategy
  July 31, 2025 · NSIT
• NFG (NFG) Q3 2025: Production Guidance Raised 8% as Capital Efficiency Drives 20% EPS Growth Outlook
  July 31, 2025 · NFG
• DFIN (DFIN) Q2 2025: Software Mix Rises 700bps as Print Declines Accelerate
  July 31, 2025 · DFIN
• Custom Truck One Source (CTOS) Q2 2025: ERS Utilization Rises 600bps, Unlocking Rental Margin Leverage
  July 31, 2025 · CTOS
• XPO (XPO) Q2 2025: Purchase Transportation Down 53%, Unlocking Margin Leverage for Next Cycle
  July 31, 2025 · XPO