Latest Earnings Analysis

• Molina Healthcare (MOH) Q2 2025: Marketplace MCR Jumps to 85%, Forcing Margin Reset and Cautious Outlook
  July 24, 2025 · MOH
• Marine Products (MPX) Q2 2025: Price-Mix Drives 10% Gain, Offsetting 13% Volume Drop
  July 24, 2025 · MPX
• Keurig Dr Pepper (KDP) Q2 2025: Energy Portfolio Hits $1B Run Rate, Accelerating Category Diversification
  July 24, 2025 · KDP
• Lazard (LAZ) Q2 2025: Advisory Revenue Jumps 20% as Private Capital Mix Hits 40%
  July 24, 2025 · LAZ
• West Pharmaceutical (WST) Q2 2025: HVP Components Up 11%, Biologics and Annex 1 Drive Multi-Year Tailwind
  July 24, 2025 · WST
• ICON (ICLR) Q2 2025: Gross Business Awards Jump 11%, Biotech Wins Fuel Pipeline Despite Cancellation Drag
  July 24, 2025 · ICLR
• LKQ (LKQ) Q2 2025: $75M European Cost Cuts Signal Accelerated Portfolio Simplification
  July 24, 2025 · LKQ
• Textron (TXT) Q2 2025: Bell Revenue Jumps 28% as MV75 Acceleration Reshapes Defense Outlook
  July 24, 2025 · TXT
• Sunoco (SON) Q2 2025: Metal Packaging Drives 49% Sales Surge, Margin Expansion Signals Core Strength
  July 24, 2025 · SON
• CenterPoint Energy (CNP) Q2 2025: $5.5B CapEx Surge Drives Texas-Focused Growth, Equity Needs De-Risked
  July 24, 2025 · CNP
• Allegion (ALLE) Q2 2025: Non-Residential Drives 4.5% Organic Americas Growth, M&A Pipeline Accelerates
  July 24, 2025 · ALLE
• GenTherm (THRM) Q2 2025: $620M Automotive Awards Drive Customer Mix Shift and Margin Focus
  July 24, 2025 · THRM
• Honeywell (HON) Q2 2025: Backlog Hits $36.6B as Portfolio Overhaul and R&D Acceleration Reshape Outlook
  July 24, 2025 · HON
• Novocure (NVCR) Q2 2025: Optune Lua Drives $2.4M New Revenue as Multi-Indication Pipeline Accelerates
  July 24, 2025 · NVCR
• Nasdaq (NDAQ) Q2 2025: Fintech ARR Jumps 11% as AI and Cross-Sell Momentum Build
  July 24, 2025 · NDAQ
• Nokia (NOK) Q2 2025: Euro Strength Drives €230M Profit Headwind, Exposing FX Sensitivity
  July 24, 2025 · NOK
• Metals Acquisition (MTAL) Q2 2025: Copper Output Jumps 23% as Harmony Deal Nears Pivotal Vote
  July 24, 2025 · MTAL
• CSX (CSX) Q2 2025: Sequential Margin Expands 550bps as Network Projects Unlock Efficiency
  July 24, 2025 · CSX
• Tesla (TSLA) Q2 2025: FSD Adoption Jumps 25% as Robotaxi and AI Drive Strategic Shift
  July 23, 2025 · TSLA
• NVEC Q1 2026: Defense Sales Down 11%, Non-Defense Channels Signal Recovery Trajectory
  July 23, 2025 · NVEC
• Alphabet (GOOG) Q2 2025: Cloud Backlog Surges 38% to $106B, Fueling Record AI Investment
  July 23, 2025 · GOOG
• Grupo Televisa (TV) Q2 2025: OPEX Down 7% as Margin Expansion Signals Discipline Amid Revenue Pressure
  July 23, 2025 · TV
• Moody’s (MCO) Q2 2025: Private Credit Revenue Jumps 75% as Analytics Margins Expand
  July 23, 2025 · MCO
• Healthcare Services Group (HCSG) Q2 2025: $50M Buyback Accelerates as Genesis Restructuring Clears Path
  July 23, 2025 · HCSG
• Equinor (EQNR) Q2 2025: U.S. Onshore Gas Output Jumps 50%, Offsetting Offshore Wind Impairment
  July 23, 2025 · EQNR
• Coca-Cola (KO) Q2 2025: Margin Expands 190bps as Productivity and Local Playbooks Offset Volume Dip
  July 23, 2025 · KO
• Matador Resources (MTDR) Q2 2025: D&C Costs Down 11%, Efficiency Drives Margin Upside
  July 23, 2025 · MTDR
• Viking Therapeutics (VKTX) Q2 2025: R&D Spend Surges 153% as VK2735 Obesity Pipeline Accelerates
  July 23, 2025 · VKTX
• Travelzoo (TZOO) Q2 2025: Membership Fees Set to Reach 25% of Revenue as Club Model Accelerates
  July 23, 2025 · TZOO
• América Móvil (AMX) Q2 2025: 7.9% Revenue Growth Signals Broad-Based Recovery Across LatAm Segments
  July 23, 2025 · AMX
• Robert Half (RHI) Q2 2025: Protiviti International Jumps 11% as U.S. Talent Solutions Slide Continues
  July 23, 2025 · RHI
• LVS Q2 2025: Marina Bay Sands EBITDA Surges to $768M, Macau Shifts to Aggressive Reinvestment
  July 23, 2025 · LVS
• Goosehead Insurance (GSHD) Q2 2025: Enterprise Sales Up 88%, Unlocking New Growth Channels
  July 23, 2025 · GSHD
• Teledyne (TDY) Q2 2025: Orders Outpace Sales for 7th Quarter, Defense and Energy Spur 10% Growth
  July 23, 2025 · TDY
• KARO (KARO) Q1 2026: Southeast Asia Subscriber Growth Accelerates 22%, Extending Platform Expansion
  July 23, 2025 · KARO
• Orrstown Financial (ORRF) Q2 2025: Fee Income Climbs to 21% of Revenue, Setting Up Margin Upside
  July 23, 2025 · ORRF
• FISERV (FI) Q2 2025: Share Repurchases Jump 26% as Product Rollouts Lag, Margin Expansion Narrows
  July 23, 2025 · FI
• Rogers Communications (RCI) Q2 2025: Leverage Drops to 3.6x as $7B Asset Monetization Reshapes Balance Sheet
  July 23, 2025 · RCI
• Mattel (MAT) Q2 2025: International Sales Jump 9% as U.S. Tariff Drag Reshapes Guidance
  July 23, 2025 · MAT
• Knight-Swift (KNX) Q2 2025: LTL Revenue Jumps 28%, Margin Expansion Hinges on Cost Discipline
  July 23, 2025 · KNX
• SEI (SEIC) Q2 2025: $30M Net Sales Baseline Signals Upmarket Ambition and Margin Trade-Offs
  July 23, 2025 · SEIC
• IBM (IBM) Q2 2025: Red Hat Accelerates to 14% as Hybrid Cloud and AI Drive Margin Expansion
  July 23, 2025 · IBM
• Century Communities (CCS) Q2 2025: Incentives Jump 150bps as Orders Lag Community Growth
  July 23, 2025 · CCS
• QuantumScape (QS) Q2 2025: Powerco Expansion Adds $131M, Extends Cash Runway Into 2029
  July 23, 2025 · QS
• ASGN (ASGN) Q2 2025: Commercial Consulting Grows 16% as AI-Driven Demand Outpaces Macro Drag
  July 23, 2025 · ASGN
• Chipotle (CMG) Q2 2025: Digital Engagement Rises 14% as Value Messaging and Innovation Drive Turnaround Efforts
  July 23, 2025 · CMG
• Ribbon Communications (RBBN) Q2 2025: Cloud & Edge Sales Jump 24% as Modernization Drives Record Verizon Quarter
  July 23, 2025 · RBBN
• MaxLinear (MXL) Q2 2025: Optical Interconnect Revenue Set to Double, Anchoring 2026 Growth Acceleration
  July 23, 2025 · MXL
• Amphenol (APH) Q2 2025: IT Datacom Sales Jump 133%, Margin Target Rises Toward 30%
  July 23, 2025 · APH
• Prosperity Bank Shares (PB) Q2 2025: Net Interest Margin Expands 24bps, American Bank Merger to Add $90M NII
  July 23, 2025 · PB