Latest Earnings Analysis

• Gentex (GNTX) Q2 2025: Vox Acquisition Adds $78.8M as Gross Margin Rises 130bps Despite China Drag
  July 25, 2025 · GNTX
• OneMain (OMF) Q2 2025: Capital Generation Surges 63% as Credit Quality Strengthens
  July 25, 2025 · OMF
• PINE Q2 2025: Investment Guidance Rises $30M as Loan Pipeline Outpaces Acquisitions
  July 25, 2025 · PINE
• Stellar Bancorp (STEL) Q2 2025: Loan Originations Surge 100%, Signaling Organic Growth Reacceleration
  July 25, 2025 · STEL
• Customers Bancorp (CUBI) Q2 2025: Cubics Payments Deposits Jump 20% in July, Signaling Digital Asset Tailwind
  July 25, 2025 · CUBI
• Hilltop Holdings (HTH) Q2 2025: Net Interest Margin Jumps 19bps as Deposit Costs Fall
  July 25, 2025 · HTH
• EBC Q2 2025: Net Interest Margin Expands 21bps, Underpinning Profitable Loan Growth
  July 25, 2025 · EBC
• South State (SSB) Q2 2025: Loan Production Jumps 57%, Unlocking Organic Growth in Texas and Colorado
  July 25, 2025 · SSB
• AutoNation (AN) Q2 2025: After-Sales Gross Margin Hits 49% as Technician Base Expands
  July 25, 2025 · AN
• Kinsale Capital (KNSL) Q2 2025: Property Premiums Drop 17% as Competitive Pressures Reshape Segment Mix
  July 25, 2025 · KNSL
• First Citizens (FCNCA) Q2 2025: $4B Buyback Plan Signals Capital Confidence Amid Loan, Deposit Headwinds
  July 25, 2025 · FCNCA
• Charter (CHTR) Q2 2025: Mobile Lines Jump 25% as Video Integration and CapEx Peak Reshape Free Cash Flow Path
  July 25, 2025 · CHTR
• FISI Q2 2025: Net Interest Margin Expands 14bps, Deposit Outflows Offset by Loan Yield Discipline
  July 25, 2025 · FISI
• FFBC Q2 2025: Net Interest Margin Climbs to 4.05%, Sustaining Industry-Leading Profitability
  July 25, 2025 · FFBC
• TriNet (TNET) Q2 2025: Health Fee Uplift Hits 9% as Margin Recovery Remains in Focus
  July 25, 2025 · TNET
• Bel Fuse (BELFA) Q2 2025: Power Segment Jumps 48% as Aerospace and Defense Demand Accelerates
  July 25, 2025 · BELFA
• Booz Allen Hamilton (BAH) Q1 2026: Backlog Hits $38B as Tech-Driven Defense Awards Accelerate
  July 25, 2025 · BAH
• TBBK Q2 2025: Share Repurchase Program Expands 300% as FinTech Fee Engine Accelerates
  July 25, 2025 · TBBK
• Eni (E) Q2 2025: $3B Cash Initiatives Drive Leverage to Record Low, Reshaping Capital Allocation
  July 25, 2025 · E
• UVE Q2 2025: Non-Florida Premiums Jump 25%, Diversification Strategy Gains Ground
  July 25, 2025 · UVE
• Sensient Technologies (SXT) Q2 2025: Natural Color CapEx Raised to $100M as Regulatory Clock Ticks
  July 25, 2025 · SXT
• LEA Q2 2025: $150M Net Performance Upside Driven by Automation and Restructuring
  July 25, 2025 · LEA
• Carter’s (CRI) Q2 2025: Tariff Headwinds Add $125M–$150M Cost Pressure, Forcing Margin Reset
  July 25, 2025 · CRI
• Centene (CNC) Q2 2025: Marketplace Morbidity Spike Drives $2.4B Headwind, Medicaid Margin Restoration in Focus
  July 25, 2025 · CNC
• Comfort Systems USA (FIX) Q2 2025: Backlog Surges 41% as Tech and Modular Drive Record Margins
  July 25, 2025 · FIX
• Minerals Technologies (MTX) Q2 2025: Margin Rebounds to 14.9% as High-Value Segments Drive $100M Growth Pipeline
  July 25, 2025 · MTX
• LPL Q2 2025: OLED Share Rises to 56% as LCD Exit Drives Margins and Mix Shift
  July 25, 2025 · LPL
• WSFS (WSFS) Q2 2025: Buybacks Reach $77.7M as Fee Revenue Expands to One-Third of Total
  July 25, 2025 · WSFS
• Boston Beer (SAM) Q2 2025: Gross Margin Climbs to 49.8% as SunCruiser Scales Nationally
  July 25, 2025 · SAM
• Five Point Holdings (FPH) Q2 2025: Hearthstone Acquisition Targets $7B Asset Platform Amid Land Sale Slowdown
  July 25, 2025 · FPH
• SLM (SLM) Q2 2025: Federal Reforms Unlock $5B Private Loan Upside, Grad Segment Set to Double
  July 25, 2025 · SLM
• BWMX Q2 2025: Associate Base Climbs 3.3%, Underpinning Sales Force-Led Recovery
  July 25, 2025 · BWMX
• Intel (INTC) Q2 2025: Foundry Losses Widen to $3.2B as Utilization Falls Below Break-Even
  July 25, 2025 · INTC
• Edwards Lifesciences (EW) Q2 2025: TMTT Sales Surge 57% as Portfolio Expansion Outpaces Market
  July 24, 2025 · EW
• Valley National (VLY) Q2 2025: Core Deposit Growth Hits 8% as Specialty Verticals Drive Diversification
  July 24, 2025 · VLY
• First American (FAF) Q2 2025: Commercial Revenue Jumps 33%, Offsetting Residential Weakness
  July 24, 2025 · FAF
• CBAN Q2 2025: TC Federal Merger Adds $3.8B in Assets, Accelerating Franchise Scale
  July 24, 2025 · CBAN
• DCOM Q2 2025: Core Deposits Up $1.2B, Setting Stage for NIM Expansion
  July 24, 2025 · DCOM
• Finia (PHIN) Q2 2025: EBITDA Margin Expands 60bps as Tariff Recovery and Aftermarket Mix Drive Upside
  July 24, 2025 · PHIN
• Dow (DOW) Q2 2025: $2.4B Asset Sale and 50% Dividend Cut Signal Cycle Reset
  July 24, 2025 · DOW
• Mobileye (MBLY) Q2 2025: Operating Income Jumps 34% as IQ6 Lite Drives Global ADAS Expansion
  July 24, 2025 · MBLY
• TotalEnergies (TTE) Q2 2025: Upstream Production Lifts $1 Per Barrel Cash Flow Amid Downstream Margin Strain
  July 24, 2025 · TTE
• Global Life (GL) Q2 2025: Bermuda Reinsurance to Unlock $200M Free Cash Flow Upside
  July 24, 2025 · GL
• SMBC (SMBC) Q4 2025: Net Interest Margin Expands to 3.46% as Loan Growth and Deposit Costs Diverge
  July 24, 2025 · SMBC
• Eagle Bancorp (EGBN) Q2 2025: Office Loan Reserves Jump to 11.5% as Credit Resolution Accelerates
  July 24, 2025 · EGBN
• Kaiser Aluminum (KALU) Q2 2025: EBITDA Margin Rises 180bps as Packaging and Aerospace Investments Ramp
  July 24, 2025 · KALU
• Packaging Corporation of America (PKG) Q2 2025: Greif Acquisition to Lift Recycled Mix to 30% and Expand Growth Platform
  July 24, 2025 · PKG
• Wyndham Hotels (WH) Q2 2025: Pipeline Surges 40% as Direct Franchising and Ancillary Growth Offset RevPAR Drag
  July 24, 2025 · WH
• Core Laboratories (CLB) Q2 2025: Net Debt Falls $9M as International Product Sales Jump 25%
  July 24, 2025 · CLB
• T-Mobile (TMUS) Q2 2025: Postpaid Net Add Guidance Rises by 500K as Premium Mix Accelerates
  July 24, 2025 · TMUS