Latest Earnings Analysis

• Sotera Health (SHC) Q1 2025: Margin Expands 276bps as Nelson Labs Drives Third Straight Quarter of Gains
  July 04, 2025 · SHC
• Janus Henderson (JHG) Q1 2025: Guardian Partnership Adds $45B AUM, Shifts Fee Mix
  July 04, 2025 · JHG
• Wesco (WCC) Q1 2025: Data Center Sales Jump 70%, Offsetting Utility Weakness and Margin Pressure
  July 04, 2025 · WCC
• Insight Enterprises (NSIT) Q1 2025: Hardware Revenue Turns Positive for First Time in 10 Quarters, Offsetting Cloud and Services Drag
  July 04, 2025 · NSIT
• Hayward (HAYW) Q1 2025: Tariff Exposure Drops to 3% as OmniX Launch Targets 3.5M-Pool Aftermarket
  July 04, 2025 · HAYW
• Independence Realty Trust (IRT) Q1 2025: Sunbelt Supply Drops 60%, Paving Way for Accelerating Rent Growth
  July 04, 2025 · IRT
• Albany International (AIN) Q1 2025: AEC Backlog Holds at $1.3B as Heimbach Integration Drives Margin Focus
  July 04, 2025 · AIN
• American Water (AWK) Q1 2025: Dividend Jumps 8.2% as Regulatory Wins and Capital Plan Drive Visibility
  July 04, 2025 · AWK
• Pilgrim’s Pride (PPC) Q1 2025: EBITDA Margin Jumps to 12% as Retail Channel Drives Portfolio Shift
  July 04, 2025 · PPC
• Carriage Services (CSV) Q1 2025: Cemetery Revenue Up 5.8% as Growth Projects Reignite Segment Momentum
  July 04, 2025 · CSV
• TROX Q1 2025: European TIO2 Volumes Double Seasonal Norm as Anti-Dumping Duties Shift Share
  July 04, 2025 · TROX
• SCI (SCI) Q1 2025: Funeral Gross Margin Expands 240bps as Insurance Transition Drives Mix Shift
  July 04, 2025 · SCI
• Distribution Solutions Group (DSGR) Q1 2025: 18.6% EBITDA Growth Highlights Margin Leverage Amid Trade Volatility
  July 04, 2025 · DSGR
• FMC (FMC) Q1 2025: Brazil Direct Route Targets Multi-Hundred Million Opportunity, Channel Reset Sets Up H2 Surge
  July 04, 2025 · FMC
• Sturm Ruger (RGR) Q1 2025: New Product Sales Reach 32% of Firearm Revenue, Signaling Aggressive Innovation Push
  July 04, 2025 · RGR
• Oil States (OIS) Q1 2025: Bookings Surge 1.5x, Backlog Hits Decade High Amid Tariff Uncertainty
  July 04, 2025 · OIS
• Upbound Group (UPBD) Q1 2025: Acima GMV Climbs 9%, Margin Expansion Signals Durable Growth
  July 04, 2025 · UPBD
• Builders FirstSource (BLDR) Q1 2025: EBITDA Margin Drops 380bps as Multifamily Drag Persists
  July 04, 2025 · BLDR
• Harley-Davidson (LVWR) Q1 2025: Dealer Inventory Down 19% as Tariff Uncertainty Triggers Guidance Withdrawal
  July 04, 2025 · LVWR
• DTE (DTE) Q1 2025: Data Center Pipeline Drives 4% Load Growth, Offsetting Auto Margin Exposure
  July 04, 2025 · DTE
• Titan International (TWI) Q1 2025: Gross Margin Jumps to 14% as Sourcing and Aftermarket Offset Tariff Turbulence
  July 04, 2025 · TWI
• Matthews International (MATW) Q2 2025: $100M+ DBE Pipeline Reignites Post-Tesla, SGK Sale to Unlock $400M
  July 04, 2025 · MATW
• Postal Realty Trust (PSTL) Q1 2025: 56% of Portfolio Secured with Rent Escalators, Locking In Long-Term Internal Growth
  July 04, 2025 · PSTL
• Harley-Davidson (HOG) Q1 2025: Wholesale Shipments Down 33% as Dealer Inventory Tightens
  July 04, 2025 · HOG
• IEX Q1 2025: $80M Cost Actions Buffer 3–4% Volume Risk as Tariffs Hit Back Half
  July 04, 2025 · IEX
• HII (HII) Q1 2025: $48 Billion Backlog Anchors Shipbuilding Throughput Push
  July 04, 2025 · HII
• Envire (NVRI) Q1 2025: Clean Earth Margins Exceed 16% as Segment Outpaces Group Growth
  July 04, 2025 · NVRI
• Custom Truck One Source (CTOS) Q1 2025: ERS Revenue Climbs 13% as Rental Demand Drives Fleet Expansion
  July 04, 2025 · CTOS
• Chart Industries (GTLS) Q1 2025: Specialty Orders Surge 25%, Diversifying Growth Beyond LNG
  July 04, 2025 · GTLS
• NC Q1 2025: Coal Mining Segment EBITDA Triples, Pivotal Year for Diversification
  July 04, 2025 · NC
• Climb Global Solutions (CLMB) Q1 2025: Gross Billings Surge 34% as Vendor Selectivity and ERP Integration Drive Efficiency
  July 04, 2025 · CLMB
• Vontier (VNT) Q1 2025: Mobility Tech Grows 13% as Tariff Mitigation and Buybacks Accelerate
  July 04, 2025 · VNT
• Thryv (THRY) Q1 2025: SaaS Revenue Hits 61% of Total, Signaling Accelerated Platform Transformation
  July 04, 2025 · THRY
• Frontdoor (FTDR) Q1 2025: Gross Margin Expands 380bps as Member Growth and Cost Controls Outpace Headwinds
  July 04, 2025 · FTDR
• Garrett Motion (GTX) Q1 2025: EBIT Margin Expands 170bps as Turbo Mix and Cost Actions Offset Industry Softness
  July 04, 2025 · GTX
• OpenText (OTEX) Q3 2025: $400M AI-Driven Cost Reset Signals Margin Transformation
  July 04, 2025 · OTEX
• PBF (PBF) Q1 2025: $200M Cost Savings Run Rate Targets Reshape Refining Margin Outlook
  July 04, 2025 · PBF
• GFL (GFL) Q1 2025: 120bps Margin Expansion Sets Up Above-Guidance Year
  July 04, 2025 · GFL
• Broadridge (BR) Q3 2025: Recurring Revenue Backlog Hits $450M, Reinforcing Multi-Year Growth Visibility
  July 04, 2025 · BR
• Cardinal Health (CAH) Q3 2025: Segment Profit Up 21% as Pharma, Specialty, and Growth Businesses Accelerate
  July 04, 2025 · CAH
• IDEXX (IDXX) Q1 2025: InViewDx Shipments Accelerate to 900, Unlocking Recurring Revenue Flywheel
  July 04, 2025 · IDXX
• ATI (ATI) Q1 2025: Jet Engine Revenue Soars 35% as Sole Source Contracts Extend Growth Visibility
  July 04, 2025 · ATI
• Hershey (HSY) Q1 2025: Tariff Exposure Flags $100M Quarterly Headwind, Forcing Broad Mitigation Playbook
  July 04, 2025 · HSY
• Amicus Therapeutics (FOLD) Q1 2025: DMX-200 Deal Expands Pipeline as POMOP Guidance Cut by 20 Points
  July 04, 2025 · FOLD
• Walker & Dunlop (WD) Q1 2025: Fannie Mae Volume Jumps 67% as Multifamily Tailwinds Build
  July 04, 2025 · WD
• Belden (BDC) Q1 2025: Gross Margin Hits 39.8% as Solutions Model Drives Multi-Segment Upside
  July 04, 2025 · BDC
• CommScope (COMM) Q1 2025: Data Center Segment Soars 88%, Fueling Margin Expansion and Rebound Narrative
  July 04, 2025 · COMM
• APi Group (APG) Q1 2025: Inspection Revenue Delivers 19th Straight Double-Digit Quarter, Margin Expansion in Focus
  July 04, 2025 · APG
• Laureate Education (LAUR) Q1 2025: Online Enrollment Jumps 20%, Accelerating Digital-First Shift
  July 04, 2025 · LAUR
• Kirby (KEX) Q1 2025: Inland Barge Utilization Hits 96% as Supply Tightens, Margin Expansion on Deck
  July 04, 2025 · KEX