Latest Earnings Analysis

• Surgery Partners (SGRY) Q1 2025: Orthopedic Joint Cases Surge 22%, Fueling High-Acuity Growth
  July 07, 2025 · SGRY
• Sangamo (SGMO) Q1 2025: $1.4B Milestone Potential in Capsid Licensing Sets Path for Neurology Pipeline Funding
  July 07, 2025 · SGMO
• SGHC (SGHC) Q1 2025: Africa Lifts Group Revenue 25%, Margin Expansion Signals Operating Leverage
  July 07, 2025 · SGHC
• ServisFirst Bancshares (SFBS) Q1 2025: $1.9B in Loan Repricing Sets Stage for Margin Upside
  July 07, 2025 · SFBS
• CERV Robotics (SERV) Q1 2025: Delivery Volume Surges 75% as Fleet Expansion Accelerates
  July 07, 2025 · SERV
• SEMR Q1 2025: Enterprise SEO Customers Up 86%, Fueling Platform Expansion and AI Upsell
  July 07, 2025 · SEMR
• Select Medical (SEM) Q1 2025: Inpatient Rehab Revenue Jumps 16% as Regulatory Drag Hits Critical Illness Unit
  July 07, 2025 · SEM
• Solaris (SEI) Q1 2025: Power JV Upsized to 900 MW, Extending Earnings Visibility to 2033
  July 07, 2025 · SEI
• SEE Q1 2025: Protective Volume Decline Narrows to 4% as Churn Laps, Margin Leverage Emerges
  July 07, 2025 · SEE
• SEE Q1 2025: Protective Volume Down 6% as Turnaround Efforts Target North America Recovery
  July 07, 2025 · SEE
• SolarEdge (SEDG) Q1 2025: Tariffs Cut Gross Margin by 4% to 6% as U.S. Manufacturing Ramps
  July 07, 2025 · SEDG
• Vivid Seats (SEAT) Q1 2025: GOV Down 20% as Performance Marketing Pressure Escalates
  July 07, 2025 · SEAT
• Seadrill (SDRL) Q1 2025: $2.8B Backlog Anchors Deepwater Strategy Amid Demand Pause
  July 07, 2025 · SDRL
• Suncar Technologies (SDA) FY24: Auto E-Insurance Revenue Jumps 44%, AI and Gas Vehicle Penetration Drive Next Growth Phase
  July 07, 2025 · SDA
• Shoe Carnival (SCVL) Q1 2025: Shoe Station Store Count Jumps 67% as Banner Shift Accelerates
  July 07, 2025 · SCVL
• Stellus Capital (SCM) Q1 2025: Non-Accruals Drop to 4% of Portfolio, Spotlighting Asset Quality Discipline
  July 07, 2025 · SCM
• Stepan (SCL) Q1 2025: Surfactant Price Up 12% as Customer Mix and Ag Demand Drive Margin Expansion
  July 07, 2025 · SCL
• Southside Bancshares (SBSI) Q1 2025: $1.9B Loan Pipeline Signals Recovery After 2% CRE-Driven Decline
  July 07, 2025 · SBSI
• SBLK Q1 2025: $40M Eagle Synergy Realized as Fleet Modernization Accelerates
  July 07, 2025 · SBLK
• SBH Q2 2025: E-Commerce Jumps 29% as Digital Marketplaces Offset Macro Drag
  July 07, 2025 · SBH
• Seacoast Banking (SBCF) Q1 2025: Deposit Growth Accelerates to 11%, Fueling Margin Expansion
  July 07, 2025 · SBCF
• SafeBulkers (SB) Q1 2025: Asset Values Fall 25% on Older Ships, Forcing Capital Discipline
  July 07, 2025 · SB
• SATS Q1 2025: Wireless Net Adds Hit 150K as On-Net Migration Drives Subscriber Quality
  July 07, 2025 · SATS
• SARO Q1 2025: Component Repair Margins Expand 240bps as CRS Mix Lifts Profitability
  July 07, 2025 · SARO
• Sanmina (SANM) Q2 2025: Communications and Cloud Revenue Jumps 20%, Fueling Margin Expansion
  July 07, 2025 · SANM
• SAIA (SAIA) Q1 2025: Operating Ratio Worsens 670bps as New Terminal Ramp Dilutes Margin
  July 07, 2025 · SAIA
• Sage Therapeutics (SAGE) Q1 2025: Zerzuve Shipments Up 22% as OBGYN Adoption Accelerates
  July 07, 2025 · SAGE
• Sabre (SABR) Q1 2025: $1.1B Hospitality Sale Reduces Leverage, Fuels Double-Digit Distribution Growth
  July 07, 2025 · SABR
• Rhythm Pharmaceuticals (RYTM) Q1 2025: Global BBS Patient Base Up 14% as HO Launch Prepares for Acceleration
  July 07, 2025 · RYTM
• RYAM (RYAM) Q1 2025: EBITDA Guidance Cut $45M as Tariff and Volume Pressures Force Strategic Pivot
  July 07, 2025 · RYAM
• Ryanair (RYAAY) Q4 2025: 7% Fare Decline Drives 9% Traffic Surge, Cost Leadership Gap Widens
  July 07, 2025 · RYAAY
• Recursion (RXRX) Q1 2025: Pipeline Refocus Trims $150M Cash Burn, Prioritizes AI-Driven Oncology Bets
  July 07, 2025 · RXRX
• RXO (RXO) Q1 2025: LTL Volume Surges 26% as Coyote Integration Drives $70M+ Synergy Upside
  July 07, 2025 · RXO
• Runway Growth Finance (RWAY) Q1 2025: Portfolio Fair Value Slips 6.7% as Selectivity and Cautious Origination Dominate Post-Merger Strategy
  July 07, 2025 · RWAY
• Revolve (RVLV) Q1 2025: Operating Income Jumps 57% as Margin Discipline Offsets Tariff Headwinds
  July 07, 2025 · RVLV
• Regal Rexnord (RRX) Q1 2025: Tariff Exposure Climbs to $130M, Margin Neutrality Targeted by 2026
  July 07, 2025 · RRX
• Royalty Pharma (RPRX) Q1 2025: Share Repurchases Hit $723M as Portfolio Receipts Climb 17%
  July 07, 2025 · RPRX
• RPM (RPM) Q3 2025: Pink Stuff Adds $180M, Consumer Expansion Offsets Tariff Drag
  July 07, 2025 · RPM
• Rapid7 (RPD) Q1 2025: Detection & Response Now 50%+ of ARR as Upgrade Cycle Lags
  July 07, 2025 · RPD
• REPAY (RPAY) Q1 2025: Business Payments Up 12% Normalized as Strategic Review Ends, Organic Growth Takes Priority
  July 07, 2025 · RPAY
• Rollins (ROL) Q1 2025: Organic Growth Hits 7.4% as Multi-Brand Strategy Drives Commercial Outperformance
  July 07, 2025 · ROL
• Rockwell Automation (ROK) Q2 2025: Margin Expands to 20.4% as Cost Initiatives Outpace Tariff Headwinds
  July 07, 2025 · ROK
• Rogers (ROG) Q1 2025: $25M Cost Savings Drive Margin Flexibility Amid Tariff Uncertainty
  July 07, 2025 · ROG
• Construction Partners (ROAD) Q2 2025: Backlog Climbs to $2.84B as Margin Expansion Accelerates
  July 07, 2025 · ROAD
• RenaissanceRe (RNR) Q1 2025: $700M Cat Loss Absorbed as Margin Focus Drives Capital Strategy
  July 07, 2025 · RNR
• Rambus (RMBS) Q1 2025: DDR5 Chip Revenue Jumps 52% as Product Mix Drives Margin Shift
  July 07, 2025 · RMBS
• RumbleOn (RMBL) Q1 2025: SG&A Down 23% as Inventory Cuts Reshape Cost Base
  July 07, 2025 · RMBL
• RE/MAX Holdings (RMAX) Q1 2025: International Agent Count Jumps 10%, Signaling Franchise Model Resilience
  July 07, 2025 · RMAX
• RLX (RLX) Q1 2025: Big Puff Shift Drives 47% Revenue Jump, But Margin Pressure Signals Industry Reset
  July 07, 2025 · RLX
• Radiant Logistics (RLGT) Q3 2025: Acquisitions Drive 80% EBITDA Jump Amid Tariff Volatility
  July 07, 2025 · RLGT