Latest Earnings Analysis

• Carrier (CARR) Q2 2025: Americas Commercial HVAC Soars 45% as Data Center Demand Reshapes Backlog
  July 29, 2025 · CARR
• Exelixis (EXEL) Q2 2025: CaboMedix NET Launch Captures 35% New Patient Share, Unlocking Franchise Expansion
  July 29, 2025 · EXEL
• Cadence (CDNS) Q2 2025: IP Revenue Jumps 25% as AI and 3DIC Drive Record Backlog
  July 29, 2025 · CDNS
• Ultra Clean Technology (UCTT) Q2 2025: China Revenue Rises 67%, Margin Initiatives Take Hold
  July 29, 2025 · UCTT
• Woodward (WWD) Q3 2025: Aero Margins Expand to 21.1% as Aftermarket and Defense Propel Growth
  July 29, 2025 · WWD
• Sanmina (SANM) Q3 2025: DPS Margins Surge 320bps as ZT Systems Acquisition Targets $6B Revenue Run Rate
  July 29, 2025 · SANM
• NewTekOne (NEWT) Q2 2025: ALP Securitization Adds $32M Residual, Accelerating Operating Leverage
  July 28, 2025 · NEWT
• Harmonic (HLIT) Q2 2025: Rest of World Revenue Surges Above 50%, Diversifying Beyond Comcast
  July 28, 2025 · HLIT
• AMKR Q2 2025: Compute Segment Climbs 18% as Advanced Packaging Drives Strategic Expansion
  July 28, 2025 · AMKR
• Rambus (RMBS) Q2 2025: DDR5 Chip Revenue Jumps 43%, Powering Record Cash Flow and Market Share Gains
  July 28, 2025 · RMBS
• Simpson Manufacturing (SSD) Q2 2025: 8% North America Price Hike Offsets Flat Volumes Amid Tariff Pressure
  July 28, 2025 · SSD
• FEMSA (FMX) Q2 2025: SPIN Cash Burn Drops 25% as Digital Platform Scales
  July 28, 2025 · FMX
• Bank of Hawaii (BOH) Q2 2025: Net Interest Margin Rises Fifth Straight Quarter, Signaling Core Deposit Strength
  July 28, 2025 · BOH
• Bank of Marin (BMRC) Q2 2025: Securities Repositioning Adds 13bps NIM Lift, Loan Growth Targeted for H2
  July 28, 2025 · BMRC
• Alaris Financial (ALRS) Q2 2025: Fee Income Tops 42% as CRE Risk Reduction and Wealth Platform Drive Strategic Clarity
  July 28, 2025 · ALRS
• AMBP Q2 2025: $4.3B Debt Exchange Resets Maturity Profile, Metal Packaging Drives EBITDA Growth
  July 28, 2025 · AMBP
• Bankwell (BWFG) Q2 2025: Net Interest Margin Expands 29bps as Deposit Strategy Gains Traction
  July 28, 2025 · BWFG
• Business First Bancshares (BFST) Q2 2025: Net Interest Margin Expands 8bps, Deposit Costs Ease as Competition Intensifies
  July 28, 2025 · BFST
• New Gold (NGD) Q2 2025: Free Cash Flow Hits $63M as Production Ramps and Costs Fall
  July 28, 2025 · NGD
• Revity (RVTY) Q2 2025: China Diagnostics Down High Teens, But Software Orders Hit Record High
  July 28, 2025 · RVTY
• Centene (CNC) Q2 2024: Marketplace Delivers $600M Risk Adjustment Upside, Medicaid Margin Recovery in Focus
  July 26, 2025 · CNC
• PACCAR (PCAR) Q2 2025: Parts Revenue Hits $1.72B Record as Tariff Costs Climb Toward $75M in Q3
  July 25, 2025 · PCAR
• GE Vernova (GEV) Q2 2025: Electrification Margins Reach 14.6%, Backlog Surges to $129B
  July 25, 2025 · GEV
• Freeport-McMoRan (FCX) Q2 2025: U.S. Copper Premium Surges 3x, Unlocking $1.7B Margin Upside
  July 25, 2025 · FCX
• First Business Bank (FBIZ) Q2 2025: Tangible Book Value Jumps 14%, Core Deposit Engine Extends Growth Run
  July 25, 2025 · FBIZ
• Central Pacific Financial (CPF) Q2 2025: NIM Expands 13bps as Deposit Costs Fall and Loan Pipeline Rebuilds
  July 25, 2025 · CPF
• MidWestOne (MOFG) Q2 2025: Net Interest Margin Expands 13bps as Loan Growth Accelerates
  July 25, 2025 · MOFG
• WSFS (WSFS) Q2 2025: Buybacks Reach 4.4% of Shares as Fee Revenue Expands and Deposit Mix Improves
  July 25, 2025 · WSFS
• First Hawaiian (FHB) Q2 2025: Net Income Jumps 23% as Deposit Costs Drop and Loan Growth Stabilizes
  July 25, 2025 · FHB
• Phillips Edison (PECO) Q2 2025: $287M Acquisitions YTD Fuel Guidance Raise, Shadow & Unanchored Centers Expand Growth Runway
  July 25, 2025 · PECO
• Phillips 66 (PSX) Q2 2025: Refining Costs Drop Below $5.50, Midstream Integration Accelerates
  July 25, 2025 · PSX
• Ensign Group (ENSG) Q2 2025: Occupancy Rises to 84% as Localized Model Drives 16% Guidance Hike
  July 25, 2025 · ENSG
• SBSI Q2 2025: Loan Pipeline Rises to $2.1B as Margin Expansion Outpaces Loan Growth
  July 25, 2025 · SBSI
• Wabash (WNC) Q2 2025: Parts and Services Revenue Up 8.8% as Trailer Backlog Falls to $1B
  July 25, 2025 · WNC
• First Western Financial (MYFW) Q2 2025: Loan Book Expands $114M as NIM Recovery Gains Pace
  July 25, 2025 · MYFW
• Buenaventura (BVN) Q2 2025: San Gabriel Reaches 88% Completion, Unlocking $720M Growth Catalyst
  July 25, 2025 · BVN
• Mohawk Industries (MHK) Q2 2025: $100M Restructuring Savings Anchor Margin Amid Tariff Volatility
  July 25, 2025 · MHK
• Vesta (VTMX) Q2 2025: Leasing Spreads Surge 13.7% as Mark-to-Market Strategy Unlocks Portfolio Value
  July 25, 2025 · VTMX
• Portland General Electric (POR) Q2 2025: Data Center Load Jumps 16%, Reshaping Rate Base Growth
  July 25, 2025 · POR
• USCB (USCB) Q2 2025: Net Interest Margin Climbs to 3.28% as Deposit Strategy Pays Off
  July 25, 2025 · USCB
• AmeriSafe (AMSF) Q2 2025: Voluntary Premiums Surge 12.8% as Underwriting Discipline Drives Policy Growth
  July 25, 2025 · AMSF
• Saia (SAIA) Q2 2025: Cost Per Shipment Falls 4% as Network Maturity Drives Efficiency Gains
  July 25, 2025 · SAIA
• Virtus (VRTS) Q2 2025: ETF AUM Jumps 74% as Product Expansion Drives Platform Shift
  July 25, 2025 · VRTS
• GrafTech (EAF) Q2 2025: U.S. Sales Volume Jumps 38%, Shifting Market Share Amid Tariff Tailwinds
  July 25, 2025 · EAF
• First Foundation (FRST) Q2 2025: Core Deposit Cost Falls 32% as Operating Leverage Widens
  July 25, 2025 · FRST
• HCA (HCA) Q2 2025: Supplemental Payments Lift Guidance by $300M, Resiliency Plans in Focus
  July 25, 2025 · HCA
• Byline Bancorp (BY) Q2 2025: Net Interest Margin Expands 11bps, Capital Flexibility Supports Strategic Levers
  July 25, 2025 · BY
• Oventiv (OVV) Q2 2025: Free Cash Flow Outlook Rises 10% as Capital Efficiency Surges
  July 25, 2025 · OVV
• Universal Logistics (ULH) Q2 2025: Intermodal Loss Narrows by $5M as Sales Engine Rebuilds
  July 25, 2025 · ULH
• Seacoast Bank (SBCF) Q2 2025: Net Interest Margin Expands 10bps as Core Deposit Engine Powers Growth
  July 25, 2025 · SBCF