Latest Earnings Analysis

• Wavelife Sciences (WVE) Q2 2025: Obesity Cohort Expansion to 32 Signals Accelerated Pipeline Ambition
  July 30, 2025 · WVE
• Safe Bulkers (SB) Q2 2025: Charter Backlog Tops $135M as Fleet Renewal Offsets Market Weakness
  July 30, 2025 · SB
• Steve Madden (SHOO) Q2 2025: Tariffs Drive 230bps Margin Hit, Forcing Sourcing Reset
  July 30, 2025 · SHOO
• Criteo (CRTO) Q2 2025: Commerce Go Campaigns Surge 200%, Unlocking Self-Service Flywheel
  July 30, 2025 · CRTO
• PPG (PPG) Q2 2025: $100M Industrial Share Gains Set Up Second-Half Margin Expansion
  July 30, 2025 · PPG
• Etsy (ETSY) Q2 2025: Take Rate Jumps 200bps as Personalization and App Engagement Reframe Growth Path
  July 30, 2025 · ETSY
• Hershey (HSY) Q2 2025: Mid-Teens Price Hike Targets 500bps Margin Recovery Despite Cocoa Drag
  July 30, 2025 · HSY
• Share International (S) Q2 2025: $20M Cost Cuts Counter 15% Nickel Price Slide
  July 30, 2025 · S
• Clarivate (CLVT) Q2 2025: Recurring Revenue Mix Jumps 800bps as Subscription Focus Sharpens
  July 30, 2025 · CLVT
• UMC (UMC) Q2 2025: 22/28nm Portfolio Hits 40% of Sales, Underpinning Specialty Node Strategy
  July 30, 2025 · UMC
• Sympress (CMPR) Q4 2025: Elevated Products Drive 18% Growth in $300M Vista Promo Category
  July 30, 2025 · CMPR
• ProPetro (PUMP) Q2 2025: Next-Gen Fleets Hit 75% as Market Tightens and Power Bets Scale
  July 30, 2025 · PUMP
• SiteOne (SITE) Q2 2025: Focus Branches Drive 200bps Margin Lift Amid Flat Market
  July 30, 2025 · SITE
• Humana (HUM) Q2 2025: CenterWell Pharmacy Outpaces, $100M Investment Signals Transformation Momentum
  July 30, 2025 · HUM
• Naviant (NAVI) Q2 2025: Refi Originations Double as Grad Plus Reform Unlocks Multi-Year Growth Runway
  July 30, 2025 · NAVI
• Entegris (ENTG) Q2 2025: 85% of China Demand Shifted to Asia Sites, Accelerating Margin Localization
  July 30, 2025 · ENTG
• Littelfuse (LFUS) Q2 2025: Industrial Segment Grows 17% as High-Voltage Strategy Accelerates
  July 30, 2025 · LFUS
• Orion Group Holdings (ORN) Q2 2025: $18B Pipeline Expands, Data Center and Marine Backlog Signal Multi-Year Visibility
  July 30, 2025 · ORN
• Vita Coco (COCO) Q2 2025: Coconut Water Grows 25% as International and Innovation Drive Category Expansion
  July 30, 2025 · COCO
• Verisk (VRSK) Q2 2025: AccuLynx Acquisition Adds $2.35B SaaS Expansion, Deepens Insurance Network Integration
  July 30, 2025 · VRSK
• Ternium (TX) Q2 2025: $300M Cost Reduction Target Reshapes Margin Recovery Trajectory
  July 30, 2025 · TX
• AirCap (AER) Q2 2025: Extension Rate Hits 97%, Unlocking Capital Deployment Flexibility
  July 30, 2025 · AER
• Zurn Elkay (ZWS) Q2 2025: Margin Peaks at 26.5% as Supply Chain Shifts Drive Resilience
  July 30, 2025 · ZWS
• Northwest Bancshares (NWBI) Q2 2025: Penns Woods Merger Delivers $30M Equity Savings, Shifts Growth Levers
  July 30, 2025 · NWBI
• RE/MAX Holdings (RMAX) Q2 2025: Global Agent Count Hits 147,000 as Aspire Drives U.S. Recruitment Momentum
  July 30, 2025 · RMAX
• Aon (AON) Q2 2025: Free Cash Flow Jumps 59% as ABS Drives Margin Expansion
  July 30, 2025 · AON
• AXS Q2 2025: Insurance Segment Grows 7% as Specialty Focus Drives Record Underwriting
  July 30, 2025 · AXS
• Chef’s Warehouse (CHEF) Q2 2025: Gross Margin Expands 59bps as Non-Core Program Exits Reshape Profitability
  July 30, 2025 · CHEF
• Thryv (THRY) Q2 2025: SaaS Margins Hit 20% as Pinch Point Pass Spurs Capital Flexibility
  July 30, 2025 · THRY
• CTO (CTO) Q2 2025: 86% Rent Spreads on Anchor Re-Tenanting Signal Leasing Upside Into 2026
  July 30, 2025 · CTO
• InMode (INMD) Q2 2025: International Sales Hit 48% of Mix as U.S. Headwinds Persist
  July 30, 2025 · INMD
• Monro (MNRO) Q1 2026: 145 Store Closures Unlock Margin Relief Amid Gross Pressure
  July 30, 2025 · MNRO
• Sleep Number (SNBR) Q2 2025: $130M Cost Cuts Reshape Operating Model Amid Demand Reset
  July 30, 2025 · SNBR
• AVIS Budget Group (CAR) Q2 2025: Avis First Launch Targets 14% RPD Lift as Waymo Partnership Expands Mobility Ambitions
  July 30, 2025 · CAR
• Blackbaud (BLKB) Q2 2025: EBITDA Margin Climbs 300bps as AI Monetization and Network Effects Take Hold
  July 30, 2025 · BLKB
• Axalta (AXTA) Q2 2025: Mobility Margins Jump 500 bps, Outpacing Industry Softness
  July 30, 2025 · AXTA
• Virtu Financial (VIRT) Q2 2025: Growth Initiatives Hit 15% of Trading Income as Digital and ETF Tailwinds Build
  July 30, 2025 · VIRT
• VF Corp (VFC) Q1 2026: Gross Margin Climbs 200bps as Brand Turnaround Broadens
  July 30, 2025 · VFC
• FTAI (FTAI) Q2 2025: Aerospace Products EBITDA Jumps 81% as Market Share Doubles
  July 30, 2025 · FTAI
• New Oriental (EDU) Q4 2025: 33% Surge in New Education Initiatives Offsets Overseas Headwinds
  July 30, 2025 · EDU
• Unum (UNM) Q2 2025: Share Repurchases Target $1B as Persistency Offsets Sales Slowdown
  July 30, 2025 · UNM
• Teva (TEVA) Q2 2025: Innovative Portfolio Lifts Guidance by $95M Amid Generics Softness
  July 30, 2025 · TEVA
• OI (OI) Q2 2025: Fit2Win Delivers $84M in Cost Savings, Driving Guidance Up 60%-90%
  July 30, 2025 · OI
• Smurfit Westrock (SW) Q2 2025: North America Margin Rises to 15.8% as Loss-Making Contracts Cut
  July 30, 2025 · SW
• GE Healthcare (GEHC) Q2 2025: Tariff Impact Cut by $40M as Backlog Hits $21.3B Record
  July 30, 2025 · GEHC
• ADP (ADP) Q4 2025: Employer Services Margins Expand 100bps, AI and Product Maturity Drive FY26 Acceleration
  July 30, 2025 · ADP
• CWH Q2 2025: Used RV Sales Surge 20%, Driving Margin Expansion and Market Share Gains
  July 30, 2025 · CWH
• Anika (ANIK) Q2 2025: Integrity Drives 41% Regenerative Growth as Hyalofast Timeline Extends
  July 30, 2025 · ANIK
• Radware (RDWR) Q2 2025: Cloud ARR Accelerates to 21% as AI Security Differentiation Widens
  July 30, 2025 · RDWR
• ICICI Bank (IBN) Q1 2026: Business Banking Grows 30%, Margin Resilience Faces Rate Cut Test
  July 30, 2025 · IBN