Latest Earnings Analysis

• ConnectOne Bancorp (CNOB) Q2 2025: Deposit Growth Surges 17% Annualized Post-Merger, Margin Expansion in Focus
  July 29, 2025 · CNOB
• Hubbell (HUBB) Q2 2025: Grid Infrastructure Orders Up High Teens, Powering Guidance Raise
  July 29, 2025 · HUBB
• Royal Caribbean (RCL) Q2 2025: Net Yield Climbs 5.2% as Close-In Demand Drives Guidance Higher
  July 29, 2025 · RCL
• Asbury Automotive (ABG) Q2 2025: Herb Chambers Adds $177M EBITDA, Reshaping Northeast Luxury Mix
  July 29, 2025 · ABG
• Armstrong World Industries (AWI) Q2 2025: Architectural Specialties Sales Jump 37% as Margin Expansion Accelerates
  July 29, 2025 · AWI
• Butterfield (NTB) Q2 2025: Dividend Jumps 14% as Capital Return Mix Shifts
  July 29, 2025 · NTB
• Merck (MRK) Q2 2025: $3B Cost Shift Fuels 20+ Pipeline Launches as Keytruda Hill Nears
  July 29, 2025 · MRK
• UFP Industries (UFPI) Q2 2025: Surestone Sales Jump 45% as Cost Actions Target $60M in Savings
  July 29, 2025 · UFPI
• CECO (CECO) Q2 2025: Backlog Soars 76% as Power Gen and Industrial Orders Fuel Record Pipeline
  July 29, 2025 · CECO
• PJT Partners (PJT) Q2 2025: Strategic Advisory Pipeline Hits Record, Driving 13% Revenue Lift
  July 29, 2025 · PJT
• UPS (UPS) Q2 2025: Amazon Volume Set for 30% Drop, Reshaping Network and Margin Trajectory
  July 29, 2025 · UPS
• Johnson Controls (JCI) Q3 2025: Backlog Hits $14.6B as Lean Initiatives Target Margin Expansion
  July 29, 2025 · JCI
• Procter & Gamble (PG) Q4 2025: $2.7B Productivity Unlocks Margin Amid 7,000-Role Restructure
  July 29, 2025 · PG
• Stellantis (STLA) Q2 2025: Tariff Hit Climbs to €1.5B as Turnaround Hinges on Product Relaunch
  July 29, 2025 · STLA
• Universal Health Services (UHS) Q2 2025: Medicaid Headwind Signals $380M Margin Risk by 2032
  July 29, 2025 · UHS
• Franklin Electric (FELE) Q2 2025: Distribution Margins Jump 300bps as Operational Leverage Accelerates
  July 29, 2025 · FELE
• Polaris (PII) Q2 2025: Tariff Exposure Climbs to $370M, Forcing Guidance Withdrawal and Recession Playbook
  July 29, 2025 · PII
• CBRE (CBRE) Q2 2025: Resilient Revenue Outpaces Transactional with 17% Growth, Raising EPS Guidance
  July 29, 2025 · CBRE
• Crane (CR) Q2 2025: Aerospace Backlog Jumps 29%, Accelerating Multi-Year Growth Visibility
  July 29, 2025 · CR
• WM (WM) Q2 2025: Operating EBITDA Margin Expands 130bps as Healthcare Synergies Accelerate
  July 29, 2025 · WM
• Civeo (CVEO) Q2 2025: Share Buybacks Hit 7% as Australia Grows 10% EBITDA
  July 29, 2025 · CVEO
• Unicure (QURE) Q2 2025: $377M Cash Extends Runway as AMT-130 Nears September Data Catalyst
  July 29, 2025 · QURE
• NBTB Q2 2025: Evans Merger Adds $1.7B Loans, Drives 22% Revenue Expansion
  July 29, 2025 · NBTB
• Veralto (VLTO) Q2 2025: Water Quality Powers 5% Core Growth, Margin Recovery Set for Q4
  July 29, 2025 · VLTO
• Expro (XPRO) Q2 2025: $595M Orders Drive $2.3B Backlog, Margin Expansion Persists
  July 29, 2025 · XPRO
• DTE (DTE) Q2 2025: Data Center Pipeline Spurs $30B Capex Upside, Storage Build Starts in 2026
  July 29, 2025 · DTE
• AstraZeneca (AZN) Q2 2025: R&D Spend Climbs to 23% of Revenue as Pipeline De-Risks $80B 2030 Target
  July 29, 2025 · AZN
• AudioCodes (AUDC) Q2 2025: Tariffs Add $1M Cost Hit as AI and Live Platform Drive 25% Recurring Revenue Growth
  July 29, 2025 · AUDC
• Air Canada (AC) Q2 2025: Premium Cabin Revenues Hit 31% of Passenger Total, Reinforcing Upscale Demand Shift
  July 29, 2025 · AC
• PayPal (PYPL) Q2 2025: Venmo Revenue Grows 20%, Igniting Branded Platform Flywheel
  July 29, 2025 · PYPL
• Corning (GLW) Q2 2025: Optical Sales Up 41% as GenAI and Solar Scale Drive Margin Expansion
  July 29, 2025 · GLW
• Herc Holdings (HRI) Q2 2025: H&E Acquisition Drives 14% Rental Revenue Jump, Synergy Execution in Focus
  July 29, 2025 · HRI
• GeneDx (WGS) Q2 2025: Exome and Genome Revenue Jumps 69% as Pediatric Expansion Accelerates
  July 29, 2025 · WGS
• Beyond (BYON) Q2 2025: Cash Flow Improves by $75M as Asset-Light Model Unlocks Value
  July 29, 2025 · BYON
• Repligen (RGEN) Q2 2025: Chromatography Revenue Surges 40%, Outpacing Bioprocessing Market Growth
  July 29, 2025 · RGEN
• NeoGenomics (NEO) Q2 2025: Pharma Revenue Down 26%, Shifting Focus to Clinical Expansion and NGS Mix
  July 29, 2025 · NEO
• Anywhere Real Estate (HOUS) Q2 2025: Luxury Volume Up 20% as AI and Agent Retention Drive Back-Half Optimism
  July 29, 2025 · HOUS
• Commvault (CVLT) Q1 2026: SaaS ARR Jumps 63% as Platform Consolidation Accelerates
  July 29, 2025 · CVLT
• Eagle Materials (EXP) Q1 2026: Concrete and Aggregates Revenue Surges 21% Amid Mixed Demand Signals
  July 29, 2025 · EXP
• Incyte (INCY) Q2 2025: Opsalura Surges 35% as Pipeline Execution Drives Guidance Raise
  July 29, 2025 · INCY
• Alkermes (ALKS) Q2 2025: Proprietary Product Sales Jump 14% as Orexin Pipeline Advances
  July 29, 2025 · ALKS
• Bandwidth (BAND) Q2 2025: AI Voice Drives 29% Enterprise Revenue Surge, Maestro Adoption Accelerates
  July 29, 2025 · BAND
• Western Union (WU) Q2 2025: Digital Payouts Hit 40% of Transactions, Offsetting Retail Slowdown
  July 29, 2025 · WU
• Conexa (KNSA) Q2 2025: ARCALYST Net Sales Raised $35M as Prescriber Base Expands
  July 29, 2025 · KNSA
• Brown & Brown (BRO) Q2 2025: Margin Expands 100bps as Rate Softening Accelerates
  July 29, 2025 · BRO
• SoFi (SOFI) Q2 2025: Non-Lending Revenue Jumps 74% as Platform Diversification Accelerates
  July 29, 2025 · SOFI
• Whirlpool (WHR) Q2 2025: Asian Imports Surge 20%, Delaying Tariff Upside and Margin Recovery
  July 29, 2025 · WHR
• Stanley Black & Decker (SWK) Q2 2025: Tariff Exposure Climbs to $800M Run Rate, Delaying Margin Target
  July 29, 2025 · SWK
• Celestica (CLS) Q2 2025: 800G Networking Ramps 82%, Driving 20% Annual Outlook Raise
  July 29, 2025 · CLS
• Neogen (NEOG) Q4 2025: $10M Tariff Headwind Forces Margin Reset as Integration Challenges Persist
  July 29, 2025 · NEOG