Latest Earnings Analysis

• Logitech (LOGI) Q1 2026: B2B and APAC Drive 13% Video Collaboration Growth Amid Tariff Headwinds
  July 30, 2025 · LOGI
• KFORCE (KFRC) Q2 2025: Consulting-Led Mix Lifts Tech Margins 70bps Despite 6% Revenue Decline
  July 30, 2025 · KFRC
• Caesars Entertainment (CZR) Q2 2025: Digital EBITDA Doubles, Offsetting Vegas Leisure Softness
  July 30, 2025 · BYD
• Nextracker (NXT) Q1 2026: Backlog Hits $4.75B as Robotics and AI Bolster Platform Expansion
  July 30, 2025 · NXT
• Freshworks (FRSH) Q2 2025: AI ARR Doubles to $20M as Attach Rates Top 55% in Large Deals
  July 30, 2025 · FRSH
• Visa (V) Q3 2025: Value-Added Services Revenue Jumps 26%, Signaling Diversification Beyond Core Payments
  July 30, 2025 · V
• LendingClub (LC) Q2 2025: Originations Surge 32% as Marketplace and Balance Sheet Model Drive Profitability
  July 30, 2025 · LC
• Cheesecake Factory (CAKE) Q2 2025: Flower Child Margins Jump to 20.4% as Portfolio Expansion Accelerates
  July 30, 2025 · CAKE
• Clearwater Paper (CLW) Q2 2025: Cost Cuts Drive 14% Sales Lift Amid 83% Utilization Headwind
  July 30, 2025 · CLW
• Seagate (STX) Q4 2025: Nearline Shipments Jump 52%, Hammer Ramp Drives Margin Trajectory
  July 30, 2025 · STX
• Mondelez (MDLZ) Q2 2025: Emerging Markets Deliver Double-Digit Growth as North America Lags
  July 30, 2025 · MDLZ
• Sensata (ST) Q2 2025: Sensing Solutions Up 9% as Industrial Outgrowth Offsets Automotive Weakness
  July 30, 2025 · ST
• NMI Holdings (NMIH) Q2 2025: Book Value Per Share Up 16% as Expense Ratio Hits Record Low
  July 30, 2025 · NMIH
• Penumbra (PEN) Q2 2025: U.S. Thrombectomy Jumps 22% as Dedicated Sales Teams Fuel Segment Focus
  July 30, 2025 · PEN
• Red Rock Resorts (RRR) Q2 2025: Durango Drives 108,000 New Signups, Accelerating Local Market Share
  July 30, 2025 · RRR
• Werner Enterprises (WERN) Q2 2025: Logistics Revenue Climbs 6% as Diversification and Cost Discipline Drive Sequential Margin Gains
  July 30, 2025 · WERN
• MARA Q2 2025: Bitcoin Holdings Jump 170% as Asset Management and Global Compute Strategy Scale
  July 30, 2025 · MARA
• EA (EA) Q1 2026: Battlefield 6 Marketing Spend Drives 9% Opex Surge Ahead of Historic Release Slate
  July 29, 2025 · EA
• Qorvo (QRVO) Q1 2026: Gross Margin Jumps 300bps as Factory Actions and Mix Shift Drive Profitability
  July 29, 2025 · QRVO
• Landstar (LSTR) Q2 2025: Heavy Haul Revenue Jumps 9% as Core Truckload Stabilizes
  July 29, 2025 · LSTR
• Republic Services (RSG) Q2 2025: Margin Expands 100bps Despite $65M Construction Drag
  July 29, 2025 · RSG
• Houlihan Lokey (HLI) Q1 2026: Corporate Finance Up 21% as Restructuring Stays Elevated
  July 29, 2025 · HLI
• Varonis (VRNS) Q2 2025: SaaS Mix Hits 69% as Cloud Security Expands Market Reach
  July 29, 2025 · VRNS
• Teladoc (TDOC) Q2 2025: Insurance Revenue Hits $2.4M as BetterHelp Pivots to Payer Model
  July 29, 2025 · TDOC
• Booking Holdings (BKNG) Q2 2025: Alternative Accommodations Room Nights Up 10%, Outpacing Core Hotel Business
  July 29, 2025 · BKNG
• AtriCure (ATRC) Q2 2025: Pain Management Franchise Surges 43%, Accelerating Non-Opioid Adoption
  July 29, 2025 · ATRC
• Starbucks (SBUX) Q3 2025: Green Apron Service Accelerates to All U.S. Stores, Backed by $500M Labor Investment
  July 29, 2025 · SBUX
• OMAB Q2 2025: Tariff Action Drives 30% Revenue Growth Amid U.S. Policy Uncertainty
  July 29, 2025 · OMAB
• CAC Q2 2025: Northway Cost Synergies Cut Expenses 15%, Unlocking Margin Expansion
  July 29, 2025 · CAC
• Graphic Packaging (GPK) Q2 2025: Waco CapEx Rises 21% as Inventory Actions Set Stage for Margin Rebound
  July 29, 2025 · GPK
• Olin (OLN) Q2 2025: Beyond 250 Delivers $70M–$90M Cost Tailwind Amid Tariff and Margin Pressures
  July 29, 2025 · OLN
• Ecolab (ECL) Q2 2025: Growth Engines Deliver Double-Digit Gains as 85% of Portfolio Outpaces 4% Organic Growth
  July 29, 2025 · ECL
• Lithia & Driveway (LAD) Q2 2025: After-Sales Margin Expands 188bps, Powering Profit Consistency
  July 29, 2025 · LAD
• NOV (NOV) Q2 2025: Tariff Expense Doubles to $22M, Forcing $100M Cost Reset
  July 29, 2025 · NOV
• NBN (NBN) Q4 2025: Net Interest Margin Hits 5.1% as Loan Book Expands 36%
  July 29, 2025 · NBN
• Cincinnati Financial (CINF) Q2 2025: Investment Income Jumps 18% as Premium Growth Accelerates
  July 29, 2025 · CINF
• NRC (NRC) Q2 2025: TRCV Up 2% Sequentially, Signaling Early Growth Reacceleration
  July 29, 2025 · NRC
• The Hartford (HIG) Q2 2025: AI-Driven Small Business Bind Rate Hits 75%, Unlocking Underwriting Leverage
  July 29, 2025 · HIG
• Ameris Bancorp (ABCB) Q2 2025: Non-Interest-Bearing Deposits Rise to 31%, Powering Margin Resilience
  July 29, 2025 · ABCB
• Norfolk Southern (NSC) Q2 2025: $2.75B Synergy Target Anchors $250B Transcontinental Merger
  July 29, 2025 · NSC
• UnitedHealth Group (UNH) Q2 2025: $6.5B Medical Cost Miss Drives Margin Reset, Resets Path to Recovery
  July 29, 2025 · UNH
• Boeing (BA) Q2 2025: $60B Backlog Surge Signals Recovery Traction Amid Margin Headwinds
  July 29, 2025 · BA
• CNO (CNO) Q2 2025: Direct-to-Consumer Digital Sales Jump 39% as Middle Market Focus Deepens
  July 29, 2025 · CNO
• EFSC Q2 2025: Net Interest Margin Climbs to 4.21% as Loan Growth and Deposit Base Outperform
  July 29, 2025 · EFSC
• GATX (GATX) Q2 2025: Engine Leasing Ups Guidance by $0.20 as Secondary Rail Market Stays Robust
  July 29, 2025 · GATX
• Ranger Energy (RNGR) Q2 2025: Wireline Swings to $1.6M Profit as EcoRig Launch Signals Next-Gen Growth
  July 29, 2025 · RNGR
• Principal Financial Group (PFG) Q2 2025: Margins Expand 140bps as Expense Discipline Offsets Volatile Flows
  July 29, 2025 · PFG
• Constellium (CSTM) Q2 2025: Tariff Impact Swells to $27M, Offsetting Packaging Gains
  July 29, 2025 · CSTM
• Sysco (SYY) Q4 2025: International Margin Doubles to 4%, Fueling Global Profit Surge
  July 29, 2025 · SYY
• TriMas (TRS) Q2 2025: Aerospace Margin Jumps 650bps, Driving Full-Year Guidance Hike
  July 29, 2025 · TRS