Latest Earnings Analysis

• Lindsay (LNN) Q2 2025: Infrastructure Revenue Doubles, Offsetting Domestic Irrigation Weakness
  July 06, 2025 · LNN
• MSC Industrial (MSM) Q2 2025: Vending Base Up 9% as Digital and Tariff Playbooks Take Center Stage
  July 06, 2025 · MSM
• Acuity (AYI) Q2 2025: AIS Revenue Jumps $103M on QSC Integration, Margin Mix Shifts Favorably
  July 06, 2025 · AYI
• TechTarget (TTGT) Q4 2024: $45M Synergy Target Drives Integration Amid Flat Revenue Backdrop
  July 06, 2025 · TTGT
• Blackstone (BX) Q1 2024: Private Wealth Sales Surge 83% as Credit and Infrastructure Momentum Builds
  July 06, 2025 · BX
• Appian (APPN) Q1 2025: AI-Driven Tiers Double to $9M, Signaling Early Monetization Momentum
  July 05, 2025 · APPN
• Summit Midstream (SMC) Q1 2025: $250M Debt Raise and Moonrise Acquisition Bolster Liquidity and DJ Basin Scale
  July 05, 2025 · SMC
• Pharming (PHAR) Q1 2025: Ruconest Jumps 49% as Pipeline Expansion and Cost Discipline Reshape Outlook
  July 05, 2025 · PHAR
• Autolus (AUTL) Q1 2025: 39 Centers Activated, Laying Foundation for U.S. CAR-T Expansion
  July 05, 2025 · AUTL
• Cogent (CCOI) Q1 2025: Wavelength Backlog Rebuilt to 3,433 as Network Integration Drives Margin Expansion
  July 05, 2025 · CCOI
• ASTH Q1 2025: Full-Risk Membership Jumps 590%, Underpinning Value-Based Margin Expansion
  July 05, 2025 · ASTH
• Sangoma (SANG) Q3 2025: Gross Margin Rises to 69% as Core Platform Pivot Accelerates Transformation
  July 05, 2025 · SANG
• Leslie's (LESL) Q2 2025: Inventory Down 12% as Cost and Asset Optimization Reshapes Playbook
  July 05, 2025 · LESL
• Willdan (WLDN) Q1 2025: Commercial Revenue Doubles, Data Center Demand Drives 24% Growth
  July 05, 2025 · WLDN
• Amprius Technologies (AMPX) Q1 2025: $34.5M Backlog Surge Signals Commercial Inflection
  July 05, 2025 · AMPX
• MITK Q2 2025: SaaS Revenue Climbs 15% as Identity and Fraud Platforms Expand
  July 05, 2025 · MITK
• Organogenesis (ORGO) Q1 2025: Portfolio Optionality Counters 21% Revenue Drop Amid LCD Delay
  July 05, 2025 · ORGO
• Superior Group of Companies (SGC) Q1 2025: $13M Cost Cuts Buffer Tariff-Driven Margin Pressure
  July 05, 2025 · SGC
• Sprout Social (SPT) Q1 2025: Operating Margin Jumps 500bps as Enterprise Mix Accelerates
  July 05, 2025 · SPT
• MP Materials (MP) Q1 2025: NDPR Production Jumps 36% as U.S. Magnetics Inflection Accelerates
  July 05, 2025 · MP
• Theravance Biopharma (TBPH) Q1 2025: UPelri Hospital Volume Jumps 48%, Cypress Data Inflection Nears
  July 05, 2025 · TBPH
• Texas Roadhouse (TXRH) Q1 2025: Beef Inflation Lifts Commodity Costs to 4%, Margin Pressure Builds
  July 05, 2025 · TXRH
• MODV Q1 2025: $25M G&A Cut Signals Leaner Model and Automation Push
  July 05, 2025 · MODV
• Afya (AFYA) Q1 2025: 24% EBITDA Growth Signals Operating Leverage, Margin Discipline
  July 05, 2025 · AFYA
• Technova (TKNO) Q1 2025: Lab Essentials Revenue Climbs 12% as Core Growth Reasserts
  July 05, 2025 · TKNO
• SoundHound (SOUN) Q1 2025: Restaurant Locations Surge 10X, Diversification Accelerates AI Flywheel
  July 05, 2025 · SOUN
• PDF Solutions (PDFS) Q1 2025: SecureWise Adds $130M Platform, Margin Hits 77% on Recurring Mix
  July 05, 2025 · PDFS
• Microchip (MCHP) Q4 2025: Book-to-Bill Surges to 1.07, Marking Cycle Bottom and Margin Leverage Setup
  July 05, 2025 · MCHP
• Evolent Health (EVH) Q1 2025: Oncology Navigation Launch Targets 10–20% Savings Lift
  July 05, 2025 · EVH
• Vasta (VSTA) Q1 2025: Free Cash Flow Surges 176% as Subscription Share Hits 90%
  July 05, 2025 · VSTA
• VREX Q2 2025: $20M China Tariff Hit Drives Temporary Sales Pause, Margin Resilience Holds
  July 05, 2025 · VREX
• MARA Q1 2025: Owned Capacity Surges to 70% as Off-Grid Mining Redefines Cost Curve
  July 05, 2025 · MARA
• Eventbrite (EB) Q1 2025: Paid Ticket Decline Narrows to 7.7% as Marketplace Monetization Shifts
  July 05, 2025 · EB
• Abacus Global Management (ABL) Q1 2025: Asset Management Revenue Hits $7.8M, Diversification Strategy Accelerates
  July 05, 2025 · ABL
• Golden Entertainment (GDEN) Q1 2025: $100M Buyback Outpaces M&A as Locals Margins Hit 46%
  July 05, 2025 · GDEN
• Ouster (OUST) Q1 2025: Software-Attached Deals Drive 1,200bp Margin Expansion Amid Portfolio Overhaul
  July 05, 2025 · OUST
• Enlight (LASR) Q1 2025: Defense Revenue Jumps 50% as Directed Energy Pipeline Expands
  July 05, 2025 · LASR
• Rocket Lab (RKLB) Q1 2025: Backlog Climbs to $1.07B as Neutron and Space Systems Scale
  July 05, 2025 · RKLB
• DocGo (DCGO) Q1 2025: $100M Government Revenue Cut Reshapes Guidance, Shifts Focus to Payer Growth
  July 05, 2025 · DCGO
• Green Dot (GDOT) Q1 2025: B2B Segment Jumps 40% as Embedded Finance Platform Drives Renewals and New Wins
  July 05, 2025 · GDOT
• Nu Skin (NUS) Q1 2025: Latin America Grows 144% as Core Margin Rebuilds Amid Macro Headwinds
  July 05, 2025 · NUS
• Kodak (KODK) Q1 2025: Cash Falls $43M as AM&C Investment and Tariffs Reshape Margin Path
  July 05, 2025 · KODK
• Ingram Micro (INGM) Q1 2025: XVantage Platform Drives Triple Self-Service Orders, Elevating Digital Scale
  July 05, 2025 · INGM
• Tile Shop (TTSH) Q1 2025: Tile Volume Rises Despite 4% Comp Sales Decline, Margin Holds
  July 05, 2025 · TTSH
• Affirm (AFRM) Q3 2025: 0% APR Volume Jumps, Fuels Prime User Acquisition and Card Flywheel
  July 05, 2025 · AFRM
• RingCentral (RNG) Q1 2025: AI-Powered Products Add 1,000+ Customers, Driving Double-Digit Expansion
  July 05, 2025 · RNG
• TKO (TKO) Q1 2025: UFC and WWE Margins Expand to 63% and 50% as Live Events, Partnerships Drive Upside
  July 05, 2025 · TKO
• Lyft (LYFT) Q1 2025: PriceLock Membership Up 21% as Commute Use Case Expands
  July 05, 2025 · LYFT
• CarGurus (CARG) Q1 2025: Marketplace Margin Expands 340bps on Dealer Growth and Product Uptake
  July 05, 2025 · CARG
• Hub Group (HUBG) Q1 2025: $40M Cost Program Lifts Margins Amid Import Volatility
  July 05, 2025 · HUBG