Latest Earnings Analysis

• FCPT (FCPT) Q1 2025: Acquisition Volume Hits $70M, Liquidity and Discipline Define Expansion
  July 04, 2025 · FCPT
• Fortive (FTV) Q1 2025: $200M Tariff Headwind Drives Margin Compression, Reshapes Playbook
  July 04, 2025 · FTV
• Antero Midstream (AM) Q1 2025: Compressor Reuse Delivers $30M Savings, Capital Flexibility Expands
  July 04, 2025 · AM
• Pinnacle West (PNW) Q1 2025: C&I Sales Jump 5.3% as Arizona Megaprojects Fuel Grid Expansion
  July 04, 2025 · PNW
• Globe Life (GL) Q1 2025: Share Repurchases Reach $177M as Health Margins Face Utilization Drag
  July 04, 2025 · GL
• Antero Resources (AR) Q1 2025: Drilling Efficiency Surges 15% as Buybacks Accelerate Amid LNG and LPG Tailwinds
  July 04, 2025 · AR
• NREF Q2 2025: Multifamily Portfolio Hits 49% Allocation as Residential Tailwind Strengthens
  July 04, 2025 · NREF
• Radian (RDN) Q1 2025: $207M Buybacks Signal Aggressive Capital Return Amid 86% Persistency
  July 04, 2025 · RDN
• Comstock Resources (CRK) Q1 2025: Elijah 1 Well Extends 520K Acre Play, De-Risking Drives Next Phase
  July 04, 2025 · CRK
• NREF Q1 2025: Interest Income Surges $23.6M as Multifamily and Life Science Momentum Builds
  July 04, 2025 · NREF
• Broadstone Net Lease (BNL) Q1 2025: $305.9M Build-to-Suit Pipeline Drives 5.6% ABR Growth Visibility
  July 04, 2025 · BNL
• ECVT Q1 2025: Zealous JV Sales Surge 60%, Offsetting Turnaround Drag and Sharpening Capital Allocation Focus
  July 04, 2025 · ECVT
• Hilton Grand Vacations (HGV) Q1 2025: 15% VPG Growth Signals Owner-Led Resilience Amid Volatility
  July 04, 2025 · HGV
• Invitation Homes (INVH) Q1 2025: Renewal Rates Hit 80% as Turnover Falls, Bolstering Cash Flow Stability
  July 04, 2025 · INVH
• Magnolia Oil & Gas (MGY) Q1 2025: Production Up 14% as Giddings Outperforms, Capital Cut 5%
  July 04, 2025 · MGY
• OCSL Q2 2025: Portfolio Yield Drops 50bps as Repayments Remain Elevated Amid Volatility
  July 04, 2025 · OCSL
• Alamos Gold (AGI) Q1 2025: Magino Throughput Hits 9,500 TPD, Unlocking Cost Tailwind for H2
  July 04, 2025 · AGI
• Granite (GVA) Q1 2025: CAP Surges $444M to $5.7B, Fueling Multi-Year Margin Expansion
  July 04, 2025 · GVA
• Schneider (SNDR) Q1 2025: Intermodal Earnings Double as Mexico Drives 4% Volume Growth
  July 04, 2025 · SNDR
• Blue Owl (OWL) Q1 2025: $50B Capital Raised Fuels 31% Fee Growth, Locking in Defensive Premium
  July 04, 2025 · OWL
• Volaris (VAL) Q1 2025: Backlog Rises 20% to $4.2B as High-Spec Rig Strategy Extends Contract Visibility
  July 04, 2025 · VAL
• Buenaventura (BVN) Q1 2025: San Gabriel Capex Climbs to $750M as Ramp-Up Nears
  July 04, 2025 · BVN
• John B. Sanfilippo & Son (JBSS) Q3 2025: Gross Margin Surges to 21.4% Despite 7.9% Volume Drop
  July 04, 2025 · JBSS
• Hanover Insurance (THG) Q1 2025: Specialty Growth Hits 7.3% as Margin Initiatives Accelerate
  July 04, 2025 · THG
• Applied Industrial Technologies (AIT) Q3 2025: Automation Orders Jump 30% as Margin Expansion Outpaces Demand Softness
  July 04, 2025 · AIT
• Hubbell (HUBB) Q1 2025: $135M Tariff and Inflation Hit Drives Margin Sensitivity, Offsetting Grid and Data Center Gains
  July 04, 2025 · HUBB
• VICI (VICI) Q1 2025: Red Rock $510M Commitment Expands Tribal Gaming Exposure
  July 04, 2025 · VICI
• PATRICK INDUSTRIES (PATK) Q1 2025: Aftermarket Set to Top 10% of Sales as Core Markets Slow
  July 04, 2025 · PATK
• Leonardo DRS (DRS) Q1 2025: Backlog Climbs to $8.6B as Book-to-Bill Hits 1.2 on Defense Demand
  July 04, 2025 · DRS
• MGPI Q1 2025: Distilling Solutions Down 45% as Customer Recalibration Reshapes Volume Base
  July 04, 2025 · MGPI
• Tennant (TNC) Q1 2025: AMR Sales Jump 30% as Clean360 Launch Targets Robotics Acceleration
  July 04, 2025 · TNC
• Cactus (WHD) Q1 2025: Vietnam Shift to Replace 100% of China Pressure Control Imports by Mid-2026
  July 04, 2025 · WHD
• ITRON (ITRI) Q1 2025: Outcomes Segment Grows 14%, Recurring Revenue Mix Strengthens Margin Story
  July 04, 2025 · ITRI
• Ryerson (RYI) Q1 2025: Transactional Sales Jump to 47%, Driving Market Share Gains Amid CapEx Payoff
  July 04, 2025 · RYI
• Charles River Associates (CRAI) Q1 2025: International Revenue Climbs 20% as Portfolio Model Delivers Broad-Based Growth
  July 04, 2025 · CRAI
• MYR Group (MYRG) Q1 2025: C&I Backlog Climbs to $1.77B as Data Center Demand Accelerates
  July 04, 2025 · MYRG
• Church & Dwight (CHD) Q1 2025: Tariff Exposure Cut by 80% as Portfolio Pruning Reshapes Outlook
  July 04, 2025 · CHD
• Rush Enterprises (RUSHA) Q1 2025: Class 8 Sales Fall 7.8%, Outperformance Amid Freight Recession Uncertainty
  July 04, 2025 · RUSHA
• Materion (MTRN) Q1 2025: Tariff Headwinds Threaten $100M China Sales Despite 130bps Margin Gain
  July 04, 2025 · MTRN
• Graphic Packaging (GPK) Q1 2025: $1.5B Buyback Signals Shift as Volume Declines Hit Margins
  July 04, 2025 · GPK
• ATNI Q1 2025: International EBITDA Jumps 11% as U.S. Fiber Transition Drives Mixed Results
  July 04, 2025 · ATNI
• MGIC (MTG) Q1 2025: $224M Buyback Underscores Capital Return Priority Amid Flat Insurance Growth
  July 04, 2025 · MTG
• AGCO (AGCO) Q1 2025: Production Hours Cut 33% as Dealer Inventory Reset Drives Margin Volatility
  July 04, 2025 · AGCO
• WEX (WEX) Q1 2025: Share Count Drops 13% Amid Macro Drag, Investments Target Mobility and Benefits Growth
  July 04, 2025 · WEX
• Northwest Pipe (NWPX) Q1 2025: Backlog Surges $60M in One Week, Offsetting Trade Policy Headwinds
  July 04, 2025 · NWPX
• InterDigital (IDCC) Q1 2025: Recurring Revenue Jumps 30% as Smartphone Licensing Hits 80% Market Coverage
  July 04, 2025 · IDCC
• Markel Group (MKL) Q1 2025: Expense Ratio Improves by 1 Point as Underwriting Actions Take Hold
  July 04, 2025 · MKL
• Utz (UTZ) Q1 2025: Bonus Packs Drive 3% Organic Growth as Boulder Canyon Gains Traction
  July 04, 2025 · UTZ
• National Fuel Gas (NFG) Q2 2025: 32% Adjusted Earnings Jump Anchored by Utica Productivity and Rate Tailwinds
  July 04, 2025 · NFG
• AAON (AAON) Q1 2025: Backlog Soars 84% as Data Center Demand and Refrigerant Transition Reshape Growth
  July 04, 2025 · AAON