Latest Earnings Analysis

• Compass Minerals (CMP) Q2 2025: Highway De-Icing Inventory Down 59% Unlocks $145M Cash Release
  July 05, 2025 · CMP
• Greenlight Re (GLRE) Q1 2025: California Wildfires Add 14 Points to Combined Ratio, Investment Engine Shields Book Value
  July 05, 2025 · GLRE
• Kinetic (KNTK) Q2 2025: $500M Buyback Signals Capital Shift as Permian Gas Growth Outpaces Oil
  July 05, 2025 · KNTK
• Sapiens (SPNS) Q1 2025: Recurring Revenue Mix Climbs to 79% as M&A Accelerates Platform Expansion
  July 05, 2025 · SPNS
• PENN (PENN) Q1 2025: iCasino Standalone Delivers 70% Incremental Users, Fueling Digital Upside
  July 05, 2025 · PENN
• FSK (FSK) Q1 2025: $2B Originations Drive Portfolio Growth Despite Yield Compression
  July 05, 2025 · FSK
• UGI (UGI) Q2 2025: Free Cash Flow Jumps 55% as Operational Overhaul Drives Margin Expansion
  July 05, 2025 · UGI
• MG Q1 2025: Data Solutions Grow 6% as Tariff Uncertainty Delays Core Oil & Gas Projects
  July 05, 2025 · MG
• StoneX (SNEX) Q2 2025: RJO Acquisition Adds $766M Revenue, Accelerates Global Derivatives Scale
  July 05, 2025 · SNEX
• MannKind (MNKD) Q1 2025: Tyvaso DPI Royalties Jump 32% as Pipeline and Pediatric Catalysts Build
  July 05, 2025 · MNKD
• Jackson Financial (JXN) Q1 2025: Capital Return Jumps 44% as Annuity Mix Diversifies
  July 05, 2025 · JXN
• Kinetic (KNTK) Q1 2025: $500M Buyback Signals Capital Shift Amid Double-Digit EBITDA Growth
  July 05, 2025 · KNTK
• Ormat Technologies (ORA) Q1 2025: Storage Revenue Jumps 120% as Segment Mix Shifts
  July 05, 2025 · ORA
• Kelly Services (KELYA) Q1 2025: MRP Acquisition Lifts SET Revenue 39% Amid Integration and Margin Pressure
  July 05, 2025 · KELYA
• Watts Water (WTS) Q1 2025: Margin Expands 80bps as Tariff Playbook and Onshoring Offset Volume Drag
  July 05, 2025 · WTS
• International Seaways (INSW) Q1 2025: Spot TCEs Up 31K, Underscoring Cash Flow Upside
  July 05, 2025 · INSW
• Murphy Oil (MUR) Q1 2025: $50M Annual Opex Cut from FPSO Buy Unlocks Offshore Margin
  July 05, 2025 · MUR
• Concentra (CON) Q1 2025: Employer Services Visits Reverse with 3.9% Growth, M&A Integration Drives Platform Scale
  July 05, 2025 · CON
• RGC Resources (RGCO) Q2 2025: 20% Gas Volume Surge and $4M Rate Hike Drive Guidance Lift
  July 04, 2025 · RGCO
• F&G (FG) Q1 2025: AUM Climbs 17% as Capital Deployment Rebalances Amid Spread Headwinds
  July 04, 2025 · FG
• US Foods (USFD) Q1 2025: Adjusted EPS Jumps 26% as Self-Help Levers Cushion Macro Drag
  July 04, 2025 · USFD
• Valvoline (VVV) Q2 2025: Systemwide Sales Up 11% as Franchise Refranchising Resets Margin Trajectory
  July 04, 2025 · VVV
• Evergy (EVRG) Q1 2025: Customer Pipeline Expands by 1 GW, Raising Long-Term Growth Visibility
  July 04, 2025 · EVRG
• CHT Q1 2025: 13% ICT Growth Signals Enterprise Shift, Cash Flow Down 17%
  July 04, 2025 · CHT
• Hamilton Group (HG) Q1 2025: Gross Premiums Jump 17% as AM Best Upgrade Unlocks Casualty Growth
  July 04, 2025 · HG
• Maximus (MMS) Q2 2025: Federal Segment Margin Hits 15.3% as Tech Investments Drive Efficiency
  July 04, 2025 · MMS
• LandBridge (LB) Q1 2025: Non-Oil Royalties Surge to 92% of Revenue, Insulating Growth
  July 04, 2025 · LB
• Pagaya (PGY) Q1 2025: Adjusted EBITDA Doubles as Product Mix Drives 26% FRLPC Growth
  July 04, 2025 · PGY
• LifeStance Health (LFST) Q1 2025: 10.4% EBITDA Margin Signals Sustainable Profit Trajectory
  July 04, 2025 · LFST
• Vanda Pharmaceuticals (VNDA) Q1 2025: FNAP Prescriptions Jump 14%, Fueling Psychiatry Franchise Expansion
  July 04, 2025 · VNDA
• VECO (VECO) Q1 2025: Advanced Packaging Orders Double, Offsetting $15M China Tariff Drag
  July 04, 2025 · VECO
• SunOpta (STKL) Q1 2025: Pipeline Doubles to 25% of Sales, Margin Expansion Path Clarified
  July 04, 2025 · STKL
• Carvana (CVNA) Q1 2025: Retail Units Surge 46%, Unlocking Path to 3M Sales Ambition
  July 04, 2025 · CVNA
• STAAR Surgical (STAA) Q1 2025: China Revenue Plunges 99% as Inventory Burn Drives Channel Reset
  July 04, 2025 · STAA
• Sezzle (SEZL) Q1 2025: Revenue Soars 123% as Subscription and On-Demand Drive Margin Expansion
  July 04, 2025 · SEZL
• Century Aluminum (CENX) Q1 2025: Midwest Premium Jumps 44%, Reshoring Drives U.S. Demand Surge
  July 04, 2025 · CENX
• ACV Auctions (ACVA) Q1 2025: Marketplace Revenue Up 25% as AI Product Suite Expands Dealer Share
  July 04, 2025 · ACVA
• Health Catalyst (HCAT) Q1 2025: Ignite Platform Drives 10 Net New Clients, Accelerating Tech Mix Shift
  July 04, 2025 · HCAT
• BBSI (BBSI) Q1 2025: New Client Adds Drive 7.6% WSE Growth, But Cautious Outlook Holds
  July 04, 2025 · BBSI
• Encore Capital Group (ECPG) Q1 2025: U.S. Portfolio Purchases Surge 34%, Fueling Collections Upside
  July 04, 2025 · ECPG
• ON24 (ONTF) Q1 2025: $50M Buyback Signals Confidence Amid ARR Stabilization
  July 04, 2025 · ONTF
• SERA (SERA) Q1 2025: Medicaid Pilots Target 43% of U.S. Births, Pivotal for Commercial Flywheel
  July 04, 2025 · SERA
• Beyond Meat (BYND) Q1 2025: U.S. Retail Volumes Drop 23%, Margin Recovery Hinges on Distribution Reset
  July 04, 2025 · BYND
• Remitly (RELY) Q1 2025: High-Value Send Volume Jumps 45%, Expanding Profit Flywheel
  July 04, 2025 · RELY
• Symbotic (SYM) Q2 2025: Backlog Tops $22.7B as Deployment Timelines Compress
  July 04, 2025 · SYM
• Kemper (KMPR) Q1 2025: Specialty Auto Written Premium Jumps 24%, Reinforcing Tariff Resilience Narrative
  July 04, 2025 · KMPR
• Potbelly (PBPB) Q1 2025: Franchise Commitments Climb 40, Underscoring Growth Model Momentum
  July 04, 2025 · PBPB
• QuinStreet (QNST) Q3 2025: Auto Insurance Up 165%, Margin Levers Broaden as Tariff Uncertainty Looms
  July 04, 2025 · QNST
• Tudor Perini (TPC) Q1 2025: Backlog Soars 94% to $19.4B, Locking in Multi-Year Revenue Visibility
  July 04, 2025 · TPC
• Emergent BioSolutions (EBS) Q1 2025: Net Leverage Cut to 2.8x as Turnaround Drives Margin Expansion
  July 04, 2025 · EBS