Latest Earnings Analysis

• ITT (ITT) Q2 2025: $2B Backlog Fuels Margin Expansion and M&A Upside
  July 31, 2025 · ITT
• PBF Energy (PBF) Q2 2025: $125M Run Rate Savings Implemented, Refining Cost Reset Accelerates
  July 31, 2025 · PBF
• Laureate Education (LAUR) Q2 2025: Mexico EBITDA Up 19% as Digital and Campus Expansion Accelerate
  July 31, 2025 · LAUR
• Aurinia (AUPH) Q2 2025: Phase 1 R-Tintercept Cuts IgA by 48%, Paving Path for Autoimmune Expansion
  July 31, 2025 · AUPH
• ATI (ATI) Q2 2025: Jet Engine Sales Up 27%, Margin Expansion Anchors Multi-Year Growth Path
  July 31, 2025 · ATI
• Roblox (RBLX) Q2 2025: Bookings Surge 51% as Viral Hits Expand Creator Economy
  July 31, 2025 · RBLX
• Integra LifeSciences (IART) Q2 2025: $100M Shiphold Impact Refines Turnaround Timeline
  July 31, 2025 · IART
• MYE Q2 2025: $20M Cost Reduction Target Advances as MTS Strategic Review Reshapes Portfolio
  July 31, 2025 · MYE
• Lightspeed (LSPD) Q1 2026: Payments Penetration Climbs to 41%, Unlocking Margin and ARPU Upside
  July 31, 2025 · LSPD
• ARGX Q2 2025: Pre-Filled Syringe Drives 19% Sequential Growth, Expanding Patient Reach
  July 31, 2025 · ARGX
• Unisys (UIS) Q2 2025: L&S Revenue Raised $20M on Consumption Gains, Margin Outlook Upgraded
  July 31, 2025 · UIS
• Cameco (CCJ) Q2 2025: Westinghouse Revenue Jumps $170M on Czech Reactor Win, Unlocking Upside
  July 31, 2025 · CCJ
• Xerox (XRX) Q2 2025: Lexmark Synergies Raised to $250M, Shifting Margin Trajectory
  July 31, 2025 · XRX
• Albany International (AIN) Q2 2025: AEC Margins Fall to 8.5% as CH53K Ramp Drives Overhead Pressure
  July 31, 2025 · AIN
• Compass Pathways (CMPS) Q2 2025: Phase 3 TRD Data Surpasses 3.6-Point Clinical Threshold, Accelerating Regulatory Path
  July 31, 2025 · CMPS
• AutoHome (ATHM) Q2 2025: New Retail Revenue Jumps 27% as AI Drives Platform Ecosystem Expansion
  July 31, 2025 · ATHM
• LNC Q2 2025: Group Margin Climbs 250bps as Product Mix Transformation Accelerates
  July 31, 2025 · LNC
• APTV Q2 2025: $2.4B in New Bookings Anchors Multi-Segment Growth Amid China and FX Headwinds
  July 31, 2025 · APTV
• Shake Shack (SHAK) Q2 2025: Restaurant Margin Hits 24% as Culinary Innovation and Operational Discipline Drive Expansion
  July 31, 2025 · SHAK
• Bristol-Myers Squibb (BMY) Q2 2025: Growth Portfolio Jumps 17% as Pipeline and Partnerships Recast Trajectory
  July 31, 2025 · BMY
• BigCommerce (BIGC) Q2 2025: Feedonomics ARPA Jumps 9% as AI-Driven Commerce Accelerates Mix Shift
  July 31, 2025 · BIGC
• ENAC (ACT) Q2 2025: $400M Capital Return Target Signals Resilience Amid Macro Uncertainty
  July 31, 2025 · ACT
• SiriusXM (SIRI) Q2 2025: Podcast Ad Revenue Climbs 50% as Cost Initiatives Accelerate Margin Discipline
  July 31, 2025 · SIRI
• Pharming (PHAR) Q2 2025: Ruconest Drives 28% Growth as APDS Pipeline Expands
  July 31, 2025 · PHAR
• Cognex (CGNX) Q2 2025: EBITDA Margin Rises to 20.7% as Cost Discipline Drives Profitable Growth
  July 31, 2025 · CGNX
• Belden (BDC) Q2 2025: Orders Surge 16%, Solutions Mix Drives Margin Expansion
  July 31, 2025 · BDC
• Microsoft (MSFT) Q4 2025: Azure Grows 39% as AI Demand Outpaces Data Center Supply
  July 31, 2025 · MSFT
• Alignment Healthcare (ALHC) Q2 2025: SG&A Ratio Falls Below 9%, Cementing Cost Leadership in Medicare Advantage
  July 31, 2025 · ALHC
• Hudson Technologies (HDSN) Q2 2025: HFC 410A Hits $8 Peak, Margin Upside Builds on Reclamation Tailwind
  July 31, 2025 · HDSN
• eBay (EBAY) Q2 2025: Focus Category GMV Jumps 10% as AI and Live Commerce Expand Growth Levers
  July 31, 2025 · EBAY
• Confluent (CFLT) Q2 2025: Flink ARR Triples, Offsetting Cloud Consumption Drag
  July 31, 2025 · CFLT
• Carvana (CVNA) Q2 2025: Retail Units Jump 41% as ADESA Integration Accelerates Scale
  July 31, 2025 · CVNA
• MGM (MGM) Q2 2025: BetMGM EBITDA Swings $400M, Offsetting Vegas Volatility
  July 31, 2025 · MGM
• Cognizant (CTSH) Q2 2025: Bookings Surge 18% as AI-Led Mega Deals Expand Addressable Market
  July 31, 2025 · CTSH
• Rush Street Interactive (RSI) Q2 2025: Latin America MAUs Surge 42%, Fueling Record Profit Flow-Through
  July 31, 2025 · RSI
• CH Robinson (CHRW) Q2 2025: NAS Productivity Surges 35%, Unlocking Margin Expansion Amid Freight Trough
  July 31, 2025 · CHRW
• Compass (COMP) Q2 2025: Agent Recruiting Surges 53%, Fueling Record Market Share Gains
  July 31, 2025 · COMP
• Carlisle (CSL) Q2 2025: CWT Margins Drop 260bps as New Construction Lags, Re-roofing Resilience Anchors Outlook
  July 31, 2025 · CSL
• LAM Research (LRCX) Q4 2025: Gross Margin Hits 50.3% as Advanced Packaging and China Upside Drive Outperformance
  July 31, 2025 · LRCX
• PTC (PTC) Q3 2025: Free Cash Flow Jumps 14% as AI and Go-to-Market Overhaul Gain Traction
  July 31, 2025 · PTC
• Udemy (UDMY) Q2 2025: Subscription Share Climbs to 70% as AI Pivot Accelerates
  July 31, 2025 · UDMY
• FICO (FICO) Q3 2025: Score Segment Jumps 34% as FICO 10T Adoption Hits $313B in Originations
  July 31, 2025 · FICO
• META (META) Q2 2025: AI Capex Surges $30B as Meta Scales Superintelligence Bet
  July 31, 2025 · META
• Q2 Holdings (QTWO) Q2 2025: $403M Backlog Surge Signals Enterprise Expansion and Margin Upside
  July 31, 2025 · QTWO
• Regional Management (RM) Q2 2025: Originations Jump 20% as Branch and Auto-Secured Growth Drive Portfolio Expansion
  July 31, 2025 · RM
• Axos Financial (AX) Q4 2025: Net Loan Growth Accelerates $856M, Funding and Efficiency Levers Signal Durable Upside
  July 31, 2025 · AX
• Connection (CNXN) Q2 2025: Backlog Hits Two-Year High as AI Pipeline Drives Segment Divergence
  July 31, 2025 · CNXN
• Neurocrine Biosciences (NBIX) Q2 2025: Krenesiti Revenue Triples, Diversifying Growth Beyond Ingresa
  July 31, 2025 · NBIX
• Robinhood (HOOD) Q2 2025: Gold Subscribers Jump 75%, Asset Per Customer Doubles as Platform Expansion Accelerates
  July 31, 2025 · HOOD
• Merit Medical Systems (MMSI) Q2 2025: Operating Margin Hits 21.2% as Tariff Impact Diminishes
  July 31, 2025 · MMSI