Latest Earnings Analysis

• Regions Financial (RF) Q2 2025: Net Interest Income Climbs 5%, Deposit Growth Drives Funding Advantage
  July 19, 2025 · RF
• Ally Financial (ALLY) Q2 2025: NIM Climbs to 3.45% as Deposit Repricing and Auto Yields Drive Margin Expansion
  July 19, 2025 · ALLY
• Bank OZK (OZK) Q2 2025: CIB Loan Growth Drives 10% Portfolio Expansion, Shifting Business Mix
  July 19, 2025 · OZK
• FNB (FNB) Q2 2025: Non-Interest Income Hits $91M Record as Digital Scale, Deposit Franchise Drive Margin Upside
  July 19, 2025 · FNB
• Truist Financial (TFC) Q2 2025: Loan Growth Climbs 3.3% as Digital and Middle Market Initiatives Accelerate
  July 19, 2025 · TFC
• IBKR Q2 2025: Net New Accounts Surpass 528,000, Scaling Global Platform Amid 170% Overnight Volume Surge
  July 18, 2025 · IBKR
• United Airlines (UAL) Q2 2025: Premium Revenue Climbs 5.6% as Demand and Capacity Reset
  July 18, 2025 · UAL
• InSteel (IIIN) Q3 2025: Gross Margin Expands 650bps as Wire Rod Pricing and Tariffs Reshape Outlook
  July 18, 2025 · IIIN
• Wipro (WIT) Q1 2026: Large Deal Bookings Surge 131%, Margin Focus Shifts to Execution
  July 18, 2025 · WIT
• Fifth Third (FITB) Q2 2025: NII Guide Raised to 6.5% as Southeast Branch Expansion Delivers Deposit Outperformance
  July 18, 2025 · FITB
• Marsh McLennan (MMC) Q2 2025: International Growth Surges 7% as U.S. Litigation Pressures Margin Playbook
  July 18, 2025 · MMC
• Synovus (SNV) Q2 2025: Loan Production Surges 60% as Talent Investments Accelerate Southeast Growth
  July 18, 2025 · SNV
• Snap-on (SNA) Q2 2025: RS&I Margin Rises to 25.6% as Tools Pivot Gains Traction
  July 18, 2025 · SNA
• Bank7Corp (BSVN) Q2 2025: Loan Pipeline Strengthens as Energy Exposure Falls Nearly 50%
  July 18, 2025 · BSVN
• Netflix (NFLX) Q2 2025: Ad Revenue Set to Double, Unlocking Margin Upside
  July 18, 2025 · NFLX
• Great Southern Bancorp (GSBC) Q2 2025: Net Interest Margin Expands 25bps as Deposit Costs Drop
  July 18, 2025 · GSBC
• Home BancShares (HOMB) Q2 2025: Buybacks Top 2M Shares as M&A Hunt Intensifies
  July 18, 2025 · HOMB
• BANR Q2 2025: Loan Originations Surge 80%, Driving Core Earnings Expansion
  July 18, 2025 · BANR
• Triumph Financial (TFIN) Q2 2025: Intelligence Segment Set to Outpace 20% Transportation Growth Target
  July 18, 2025 · TFIN
• OFG (OFG) Q2 2025: Commercial Loan Originations Surge 38%, Fueling Growth and Margin Recovery
  July 18, 2025 · OFG
• Cintas (CTAS) Q4 2025: M&A Spend Reaches $233M, Accelerating Route-Based Expansion
  July 18, 2025 · CTAS
• Travelers (TRV) Q2 2025: Combined Ratio Improves 10 Points as Underwriting Margin Expands
  July 18, 2025 · TRV
• Abbott (ABT) Q2 2025: Medical Devices Surge 12% as Diagnostics Face $1B Headwind
  July 18, 2025 · ABT
• Elevance Health (ELV) Q2 2025: ACA and Medicaid Margin Reset Drives 260bp Benefit Ratio Surge
  July 18, 2025 · ELV
• U.S. Bancorp (USB) Q2 2025: Fee Revenue Climbs 4.6% as Balance Sheet Shift Accelerates
  July 18, 2025 · USB
• TSMC (TSM) Q2 2025: AI-Driven Platforms Power 38% Revenue Surge Amid Overseas Margin Drag
  July 18, 2025 · TSM
• Citizens Financial Group (CFG) Q2 2025: Private Bank Loans Jump $1.2B, Reimagining Initiative Targets Multi-Year Efficiency
  July 18, 2025 · CFG
• Alcoa (AA) Q2 2025: Section 232 Tariff Costs Jump $95M, Forcing Trade Flow and Margin Shifts
  July 17, 2025 · AA
• ASML (ASML) Q2 2025: EUV Capacity Up 30%, But Tariff Uncertainty Clouds 2026 Growth Visibility
  July 17, 2025 · ASML
• Citi (C) Q2 2025: Markets Revenue Climbs 16% as Capital Return Accelerates
  July 17, 2025 · C
• BlackRock (BLK) Q2 2025: Technology and Private Markets Revenue Surges to 30% Path
  July 17, 2025 · BLK
• WD-40 (WDFC) Q3 2025: Gross Margin Climbs to 56.2% as Premiumization and Supply Chain Levers Deliver Early
  July 17, 2025 · WDFC
• ETWO Q1 2026: Subscription Revenue Returns to Growth, Setting Stage for WiseTech Integration
  July 17, 2025 · ETWO
• Vista (VIST) Q2 2025: La Marga Chica Acquisition Drives 81% Production Surge and Margin Expansion
  July 17, 2025 · VIST
• PeerCycle (PCYO) Q3 2025: Mineral Estate Delivers $6M Boost, Land Development Sets Up for Q4 Catch-Up
  July 17, 2025 · PCYO
• PriceSmart (PSMT) Q3 2025: Digital Sales Up 20%, Omnichannel and Membership Drive Strategic Expansion
  July 17, 2025 · PSMT
• Simply Good Foods (SMPL) Q3 2025: Quest Salty Snacks Jump 31%, Offsetting Atkins Distribution Drag
  July 17, 2025 · SMPL
• Fastenal (FAST) Q2 2025: Contract Sales Up 11% as Digital Penetration Tops 61%
  July 17, 2025 · FAST
• Levi Strauss (LEVI) Q2 2025: DTC EBIT Margin Jumps 300bps as Lifestyle Shift Drives 9% Growth
  July 17, 2025 · LEVI
• Delta Air Lines (DAL) Q2 2025: Premium Revenue Rises 5% as Industry Cuts Domestic Capacity
  July 17, 2025 · DAL
• ConAgra Brands (CAG) Q4 2025: $2B Inflation Surge Forces Margin Sacrifice for Frozen Volume Growth
  July 17, 2025 · CAG
• Helen of Troy (HELE) Q1 2026: Tariff Headwinds Drive 10.8% Revenue Drop as Price Increases Lag Demand Recovery
  July 17, 2025 · HELE
• BYRN Q2 2025: Compact Launcher Lifts Dealer Sales 106% as Brick & Mortar Footprint Expands
  July 17, 2025 · BYRN
• FB Financial (FBK) Q2 2025: Securities Sale Drives 6% Yield Pickup, M&A Integration Accelerates
  July 17, 2025 · FBK
• AAR (AIR) Q4 2025: Parts Supply Surges 17%, Margin Expansion Signals Portfolio Shift
  July 17, 2025 · AIR
• AZZ (AZZ) Q1 2026: Debt Falls Below 1.7x as Capital Allocation Accelerates
  July 17, 2025 · AZZ
• JPMorgan Chase (JPM) Q2 2025: Markets Revenue Climbs 15% as Lending Drives RWA Expansion
  July 17, 2025 · JPM
• First Horizon (FHN) Q2 2025: Mortgage Warehouse Loans Up $689M, Driving NII Resilience
  July 17, 2025 · FHN
• South Plains Financial (SPFI) Q2 2025: NIM Expands 26bps as Deposit Mix and Loan Repricing Drive Margin Upside
  July 17, 2025 · SPFI
• KMI Q2 2025: Project Backlog Grows $500M on LNG and Power Demand Expansion
  July 17, 2025 · KMI