Latest Earnings Analysis

• Tenable (TENB) Q2 2025: Tenable One Drives 40% of New Sales as Platform Adoption Accelerates
  July 31, 2025 · TENB
• TTMI Q2 2025: Aerospace and Defense Drives 21% Growth, Penang Ramp Lags Break-Even
  July 31, 2025 · TTMI
• Canadian Pacific Kansas City (CP) Q2 2025: Intermodal Volumes Surge 18% as Integration Delivers Network Upside
  July 31, 2025 · CP
• MiMedx (MDXG) Q2 2025: Surgical Segment Jumps 15% as Reimbursement Reset Looms
  July 31, 2025 · MDXG
• F5 (FFIV) Q3 2025: Hardware Revenue Jumps 39% as Hybrid Multi-Cloud and AI Tailwinds Accelerate
  July 31, 2025 · FFIV
• Waystar (WAY) Q2 2025: Iodine Deal Expands TAM by 15% as AI Revenue Cycle Push Accelerates
  July 31, 2025 · WAY
• Arch Capital (ACGL) Q2 2025: Property Cat Premiums Jump 20% as Reinsurance Outpaces Market
  July 31, 2025 · ACGL
• Spok (SPOK) Q2 2025: Software Revenue Climbs 10% as Recurring Base Drives Guidance Raise
  July 30, 2025 · SPOK
• Impinj (PI) Q2 2025: M800 Mix Drives 60%+ Gross Margin, Food Pilots Signal Next Leg
  July 30, 2025 · PI
• Pitney Bowes (PBI) Q2 2025: Share Repurchase Authorization Surges to $400M, Signaling Aggressive Capital Return
  July 30, 2025 · PBI
• NETGEAR (NTGR) Q2 2025: NFB Gross Margin Hits 46.7%, Redefining Segment Profitability
  July 30, 2025 · NTGR
• BHE Q2 2025: Inventory Days Down 6, Margin Stability Signals Operating Discipline
  July 30, 2025 · BHE
• Applied Digital (APLD) Q4 2025: $7B CoreWeave Leases Anchor Multi-Gigawatt AI Data Center Ambitions
  July 30, 2025 · APLD
• Ethan Allen (ETD) Q4 2025: Retail Orders Rise 1.6% as Vertical Integration Shields Margins
  July 30, 2025 · ETD
• TransMedics (TMDX) Q2 2025: Operating Margin Expands 650bps as OCS Adoption Drives Scale
  July 30, 2025 · TMDX
• Garden Health (GH) Q2 2025: SHIELD Gross Margin Jumps to 48% as Screening Scale Accelerates
  July 30, 2025 · GH
• Hamilton Beach Brands (HBB) Q2 2025: $10M Cost Cuts Offset 18% Sales Drop as Tariff Shock Reshapes Playbook
  July 30, 2025 · HBB
• Bausch Health (BHC) Q2 2025: Solta Revenue Up 25%, Fueling Margin Expansion and Debt Flexibility
  July 30, 2025 · BHC
• Arm (ARM) Q1 2026: Neoverse Share Jumps from 18% to 50%, Unlocking AI Data Center Upside
  July 30, 2025 · ARM
• Align Technology (ALGN) Q2 2025: $170M Restructuring Targets Margin Lift Amid Volume Weakness
  July 30, 2025 · ALGN
• ConMed (CNMD) Q2 2025: BioBrace and Buffalo Filter Fuel Double-Digit Growth, Orthopedic Share Losses Persist
  July 30, 2025 · CNMD
• Dexcom (DXCM) Q2 2025: Type 2 Non-Insulin Coverage Expands to 6M Lives, Unlocking New Growth Vector
  July 30, 2025 · DXCM
• Glaukos (GKOS) Q2 2025: iDose TR Drives 45% U.S. Glaucoma Growth, Reshaping Ophthalmology Playbook
  July 30, 2025 · GKOS
• Mr. Car Wash (MCW) Q2 2025: UWC Membership Hits 2.2M, Offsetting Retail Weakness
  July 30, 2025 · MCW
• Hologic (HOLX) Q3 2025: Endomag Revenue Hits $20M, Accelerating Breast Health Rebound
  July 30, 2025 · HOLX
• Western Digital (WDC) Q4 2025: Cloud Revenue Hits 90% Mix, Margin Expansion Anchored by AI Storage Demand
  July 30, 2025 · WDC
• Pulmonx (LUNG) Q2 2025: International Revenue Jumps 32% as U.S. Ramp Lags Guidance Reset
  July 30, 2025 · LUNG
• SPS Commerce (SPSC) Q2 2025: Recurring Revenue Climbs 24% as Supplier Spend Scrutiny Intensifies
  July 30, 2025 · SPSC
• FormFactor (FORM) Q2 2025: HBM Probe Card Revenue Jumps 25%, Margin Path Remains Elusive
  July 30, 2025 · FORM
• Qualcomm (QCOM) Q3 2025: Automotive and IoT Revenue Climb 21% and 24%, Extending Diversification Runway
  July 30, 2025 · QCOM
• Precision Drilling (PDS) Q2 2025: $40M Rig Upgrade Acceleration Signals Gas Basin Demand Shift
  July 30, 2025 · PDS
• Ionis (IONS) Q2 2025: Tringolza Triples Sales, Sets Stage for 3 Launches and $100M Guidance Hike
  July 30, 2025 · IONS
• WEC Energy Group (WEC) Q2 2025: $28B Capex Plan Anchors 1.8 GW Load Growth Surge
  July 30, 2025 · WEC
• First Commonwealth Financial (FCF) Q2 2025: Net Interest Margin Expands 21bps, Fueling Loan Growth Momentum
  July 30, 2025 · FCF
• Penske Automotive (PAG) Q2 2025: $150M Tax Benefit Reshapes Capital Allocation Playbook
  July 30, 2025 · PAG
• Generac (GNRC) Q2 2025: Data Center Backlog Surges to $150M, Reshaping C&I Growth Trajectory
  July 30, 2025 · GNRC
• Essex Property Trust (ESS) Q2 2025: Northern California Acquisitions Drive 4.5% Cap Rate Advantage
  July 30, 2025 · ESS
• Fortiv (FTV) Q2 2025: $30M Revenue Shortfall Flags Tariff Drag, Spin Unlocks 14% FCF Growth
  July 30, 2025 · FTV
• FCPT (FCPT) Q2 2025: Automotive Acquisitions Hit 68% of Volume as Portfolio Diversification Accelerates
  July 30, 2025 · FCPT
• Hess Midstream (HESM) Q2 2025: EBITDA Margin Holds 80% as Chevron Integration Sets Capital Return Path
  July 30, 2025 · HESM
• Gates (GTES) Q2 2025: Data Center Pipeline Surges to $150M, Powering Secular Growth Narrative
  July 30, 2025 · GTES
• Vertiv (VRT) Q2 2025: Orders Top $3B as Backlog Climbs 21%, Powering Data Center Expansion
  July 30, 2025 · VRT
• Entergy (ETR) Q2 2025: $3B Capex Hike Unlocks 13% Industrial Sales Growth Trajectory
  July 30, 2025 · ETR
• Timken (TKR) Q2 2025: Backlog Climbs Mid-Single Digits, Positioning for 2026 Margin Expansion
  July 30, 2025 · TKR
• NBR Q2 2025: Parker Acquisition Lifts Revenue 13% as International Rig Awards Extend Growth Runway
  July 30, 2025 · NBR
• Silgan Holdings (SLGN) Q2 2025: Dispensing EBIT Surges 16% as Pet Food and Cost Actions Offset Beverage Weakness
  July 30, 2025 · SLGN
• TTI Q2 2025: Free Cash Flow Surges to $37M as Deepwater and Desalination Scale
  July 30, 2025 · TTI
• Wingstop (WING) Q2 2025: Net New Units Up 20%, Smart Kitchen Rollout Drives Operational Step-Change
  July 30, 2025 · WING
• Evercore (EVR) Q2 2025: Robey Warshaw Acquisition Adds $80M Revenue Engine to European Expansion
  July 30, 2025 · EVR
• Columbus McKinnon (CMCO) Q1 2026: Backlog Jumps 23% as Project Orders Offset Tariff Drag
  July 30, 2025 · CMCO