Latest Earnings Analysis

• Southwest Airlines (LUV) Q2 2025: $1.8B EBIT Initiatives Ramp as Bag Fees and Product Overhaul Drive Transformation
  July 24, 2025 · LUV
• World Acceptance (WRLD) Q1 2026: Repurchase Capacity Surges to $200M as Portfolio Growth Rebounds
  July 24, 2025 · WRLD
• EME Q2 2025: Data Center RPOs Jump 80%, Cementing Multi-Year Visibility
  July 24, 2025 · EME
• Richardson Electronics (RELL) Q4 2025: GES Backlog Climbs to $42.5M, Powering Double-Digit Segment Growth
  July 24, 2025 · RELL
• Flex (FLEX) Q1 2026: Data Center Revenue Set for 35% Surge, Powering Portfolio Transformation
  July 24, 2025 · FLEX
• STMicroelectronics (STM) Q2 2025: Inventory Days Rise to 166 as Automotive Volatility Persists
  July 24, 2025 · STM
• ASB Q2 2025: Net Interest Margin Climbs to 3.04% as CNI Loan Remix Drives Profitability
  July 24, 2025 · ASB
• West Bancorporation (WTBA) Q2 2025: Deposit Growth Surges $195M, Margin Expansion in Focus
  July 24, 2025 · WTBA
• RGP (RGP) Q4 2025: Bill Rate Rises 4% as Consulting Mix Shifts to High-Value Deals
  July 24, 2025 · RGP
• Newmont (NEM) Q2 2025: $1.7B Free Cash Flow Sets Record, Capital Returns Double Amid Operational Stabilization
  July 24, 2025 · NEM
• Enova (ENVA) Q2 2025: SMB Originations Surge 35% as Diversified Model Drives Resilient Growth
  July 24, 2025 · ENVA
• JAKKS Pacific (JAKK) Q2 2025: International Sales Jump 33% as Tariff Turbulence Reshapes U.S. Playbook
  July 24, 2025 · JAKK
• Mollis & Co (MC) Q2 2025: M&A Revenues Climb 38% as PCA Buildout Accelerates
  July 24, 2025 · MC
• Columbia Banking System (COLB) Q2 2025: Fee Income Rises 14%, Paving Way for Pacific Premier Integration
  July 24, 2025 · COLB
• Alexander & Baldwin (ALEX) Q2 2025: NOI Jumps 6.3% as Hawaii Leasing Pipeline Expands
  July 24, 2025 · ALEX
• Coursera (COUR) Q2 2025: 7.5M New Learners Signal Expanding Global Reach and Platform Leverage
  July 24, 2025 · COUR
• McGrath RentCorp (MGRC) Q2 2025: Modular Sales Up 13% as Segment Expansion Drives Outlook Raise
  July 24, 2025 · MGRC
• Deckers (DECK) Q1 2026: International Revenue Jumps 50% as HOKA and UGG Outperform Amid Tariff Headwinds
  July 24, 2025 · DECK
• Knowles (KN) Q2 2025: Bookings Climb 15% as MedTech and Precision Devices Fuel Growth Trajectory
  July 24, 2025 · KN
• VeriSign (VRSN) Q2 2025: Domain Base Grows 660K as Registrar Acquisition Focus Lifts Outlook
  July 24, 2025 · VRSN
• Scholastic (SCHL) Q4 2025: Operating Cost Cuts Add $25M, Setting Up 20% EBITDA Growth
  July 24, 2025 · SCHL
• SkyWest (SKYW) Q2 2025: Block Hours Up 14% as Fleet Flexibility Shields Against Tariff Uncertainty
  July 24, 2025 · SKYW
• Old Republic (ORI) Q2 2025: Specialty Insurance Pre-Tax Income Jumps 25% as Portfolio Mix Shields Margins
  July 24, 2025 · ORI
• PFS Q2 2025: Commercial Loan Production Hits $764M, Diversification Accelerates NIM Expansion
  July 24, 2025 · PFS
• First Internet Bancorp (INBK) Q2 2025: Net Interest Margin Lifts to 2.04% as Deposit Costs Fall
  July 24, 2025 · INBK
• Brookline Bancorp (BRKL) Q2 2025: Commercial Real Estate Down 110M, Margin Rises 10bps Ahead of Berkshire Merger
  July 24, 2025 · BRKL
• Bank of California (BANC) Q2 2025: $507M CRE Loan Sale Sharpens Credit Profile, Fuels 9% Loan Growth
  July 24, 2025 · BANC
• Five Star Bancorp (FSBC) Q2 2025: Non-Interest Deposit Share Rises to 26%, Funding Base Strengthens Expansion
  July 24, 2025 · FSBC
• S&T Bancorp (STBA) Q2 2025: Net Interest Margin Expands to 3.88% as Loan Growth Pushes Toward $10B Milestone
  July 24, 2025 · STBA
• CIVB Q2 2025: $76M Capital Raise and Farmer’s Deal Set Stage for Accelerated Loan Growth
  July 24, 2025 · CIVB
• Amalgamated Financial (AMAL) Q2 2025: Political Deposits Jump $137M, Fueling Mission-Driven Growth
  July 24, 2025 · AMAL
• West Fraser (WFG) Q2 2025: Lumber EBITDA Drops 77% as Housing Weakness and Tariffs Bite
  July 24, 2025 · WFG
• Alaska Air Group (ALK) Q2 2025: $428M Buybacks Signal Confidence as Integration, Premium, and Cargo Drive Upside
  July 24, 2025 · ALK
• Community Health Systems (CYH) Q2 2025: Medicaid Payment Adds $140M, But Volume Weakness Clouds Recovery Path
  July 24, 2025 · CYH
• Sonic Automotive (SAH) Q2 2025: EchoPark EBITDA Surges 128% as Margin Focus Outpaces Volume
  July 24, 2025 · SAH
• HNI (HNI) Q2 2025: Operating Margin Hits 11% as Profit Initiatives Boost Visibility
  July 24, 2025 · HNI
• O'Reilly (ORLY) Q2 2025: Professional Segment Drives 7%+ Comp as Tariff Pressure Builds
  July 24, 2025 · ORLY
• Pool Corp (POOL) Q2 2025: Private Label Chemical Sales Up 1% as Maintenance Outpaces Construction Headwinds
  July 24, 2025 · POOL
• Brunswick (BC) Q2 2025: Free Cash Flow Surges $279M as Premium Brands and Tariff Mitigation Stabilize Outlook
  July 24, 2025 · BC
• MTH Q2 2025: Quick-Turn Inventory Drives 18% Volume Growth, Accelerates Backlog Conversion
  July 24, 2025 · MTH
• Third Coast Bank (TCBX) Q2 2025: Securitization Adds $206M in Yielding Assets, Driving Margin Upside
  July 24, 2025 · TCBX
• QCRH (QCRH) Q2 2025: Net Interest Margin Expands 21bps as LIHTC Pipeline Fuels 8% Loan Growth
  July 24, 2025 · QCRH
• FirstService (FSV) Q2 2025: Margin Expands 90bps as Tuck-Ins and Service Mix Drive Profitability
  July 24, 2025 · FSV
• Reliance (RS) Q2 2025: Market Share Outpaces Industry by 7 Points as Tariff Volatility Reshapes Demand
  July 24, 2025 · RS
• Teck Resources (TECK) Q2 2025: Copper Production Per Share Up 54% as CapEx Steps Higher for Growth
  July 24, 2025 · TECK
• Graco (GGG) Q2 2025: Tariffs Cut 80bps From Margin, Pricing Actions Set for H2 Recovery
  July 24, 2025 · GGG
• Oceaneering International (OII) Q2 2025: 20% EBITDA Growth Underscores Margin Expansion Across Segments
  July 24, 2025 · OII
• R (R) Q2 2025: Supply Chain Margin Hits 9.7%, Showcasing Contractual Resilience
  July 24, 2025 · R
• Independent Bank (IBCP) Q2 2025: Commercial Loans Surge 9% as Margin Expands and Deposit Mix Shifts
  July 24, 2025 · IBCP
• L3Harris (LHX) Q2 2025: Book-to-Bill Hits 1.5, Backlog and Margin Expansion Signal Multi-Year Growth Path
  July 24, 2025 · LHX