Latest Earnings Analysis

• RM Q1 2025: Branch Expansion Drives 17 New Locations as Credit Losses Improve
  July 04, 2025 · RM
• Alchemy Technology (ALKT) Q1 2025: Mantle Drives 11-Point RPO Lift, Accelerating Cross-Sell Opportunity
  July 04, 2025 · ALKT
• Deluxe (DLX) Q1 2025: Data Segment Jumps 29%, Accelerating Shift from Print to Payments
  July 04, 2025 · DLX
• Credit Acceptance (CACC) Q1 2025: Loan Portfolio Climbs 10% as Market Share Slips to 5.2%
  July 04, 2025 · CACC
• PTC (PTC) Q2 2025: ARR Guidance Tightened to 7-9% as Macro Uncertainty Clouds Deal Flow
  July 04, 2025 · PTC
• Sprouts Farmers Market (SFM) Q1 2025: Loyalty Rollout and 28% E-Commerce Growth Signal Expanding Health Enthusiast Moat
  July 04, 2025 · SFM
• Cheesecake Factory (CAKE) Q1 2025: Margins Climb 140bps as Retention and Menu Innovation Offset Macro Drag
  July 04, 2025 · CAKE
• Clearwater Analytics (CWAN) Q1 2025: Acquisitions Add 50% Revenue, Margin Playbook Goes Enterprise Scale
  July 04, 2025 · CWAN
• CH Robinson (CHRW) Q1 2025: Operating Income Jumps 39% as AI Productivity Delivers Margin Expansion
  July 04, 2025 · CHRW
• Clearway Energy (CWEN) Q1 2025: 13 GW Pipeline Extends Growth Visibility Through 2029
  July 04, 2025 · CWEN
• Bausch Health (BHC) Q1 2025: $7.9B Debt Refinancing Extends Runway, But Tariff and Cash Flow Headwinds Loom
  July 04, 2025 · BHC
• Netgear (NTGR) Q1 2025: NFB Contribution Profit Surges 78% as Transformation Accelerates
  July 04, 2025 · NTGR
• Sleep Number (SNBR) Q1 2025: $80M–$100M Cost Reset Targets Rapid Margin Rebuild
  July 04, 2025 · SNBR
• Spok (SPOK) Q1 2025: Software Revenue Climbs 9%, Professional Services Momentum Accelerates
  July 04, 2025 · SPOK
• Mr. Car Wash (MCW) Q1 2025: UWC Membership Climbs 5% as Price Actions and Competitive Easing Shift Industry Dynamics
  July 04, 2025 · MCW
• Wyndham (WH) Q1 2025: Pipeline Hits 254K Rooms as Conversion and Fee Mix Elevate Resilience
  July 04, 2025 · WH
• Garden Health (GH) Q1 2025: Oncology Volume Surges 25% as Reveal and SHIELD Turn Gross Margin Positive
  July 04, 2025 · GH
• Glaukos (GKOS) Q1 2025: iDose-TR Drives 41% U.S. Glaucoma Growth, Offsetting Stent Declines
  July 04, 2025 · GKOS
• Waystar (WAY) Q1 2025: Net Revenue Retention Hits 114% as AI-Driven Upsell Accelerates
  July 04, 2025 · WAY
• Tandem Diabetes Care (TNDM) Q1 2025: Pharmacy Channel Coverage Jumps to 30%, Unlocking Margin and Access Levers
  July 04, 2025 · TNDM
• CareDx (CDNA) Q1 2025: Gross Margin Expands 150bps as Testing Volumes Climb 12%
  July 04, 2025 · CDNA
• OPK Q1 2025: $225M LabCorp Divestment Reshapes Diagnostics, Refocuses Pipeline
  July 04, 2025 · OPK
• Warrior Met Coal (HCC) Q1 2025: Blue Creek Capex Hits $772M as Margins Compress on 42% Price Drop
  July 04, 2025 · HCC
• CNXN Q1 2025: Buybacks Cut Share Count 3.4% as Backlog Hits Two-Year High
  July 04, 2025 · CNXN
• Hamilton Beach Brands (HBB) Q1 2025: 15% of U.S. Sales Shifted Out of China, Margin Relief Expected in 2026
  July 04, 2025 · HBB
• Confluent (CFLT) Q1 2025: Platform Revenue Jumps 18% as Hybrid Demand Drives Customer Growth
  July 04, 2025 · CFLT
• ConMed (CNMD) Q1 2025: Supply Chain Savings Targeted at $20M, Margin Visibility Improves
  July 04, 2025 · CNMD
• TTMI Q1 2025: Aerospace & Defense Backlog Climbs to $1.55B, Anchoring Double-Digit Margin Expansion
  July 04, 2025 · TTMI
• Teladoc Health (TDOC) Q1 2025: Uplift Acquisition Targets 100M+ Covered Lives, Reshaping Virtual Mental Health Funnel
  July 04, 2025 · TDOC
• Align Technology (ALGN) Q1 2025: Double-Digit Teen Volume Growth Signals Product-Led Recovery
  July 04, 2025 · ALGN
• Advanced Energy (AEIS) Q1 2025: Data Center Revenue Doubles, New Product Ramps Signal Multi-Year Margin Upside
  July 04, 2025 · AEIS
• Palmonix (LUNG) Q1 2025: International Revenue Surges 39% as U.S. Initiatives Target Growth Reacceleration
  July 04, 2025 · LUNG
• MiMedx (MDXG) Q1 2025: Surgical Growth Outpaces as LCD Uncertainty Clouds Wound Care
  July 04, 2025 · MDXG
• FormFactor (FORM) Q1 2025: Tariffs Cut $5M Revenue as HBM Drives Sequential Rebound
  July 04, 2025 · FORM
• NWE Q1 2025: Rate Settlements Drive 13% EPS Lift, Wildfire Reform Secures Risk Buffer
  July 04, 2025 · NWE
• Penske Automotive (PAG) Q1 2025: Used Vehicle Gross Profit Jumps $352 Per Unit, Margin Mix Shifts
  July 04, 2025 · PAG
• First Commonwealth (FCF) Q1 2025: NIM Expands 8bps as Deposit Costs Fall Despite 7.7% Growth
  July 04, 2025 · FCF
• Ensign Group (ENSG) Q1 2025: Occupancy Hits 83% as 47 New Facilities Expand Organic Growth Trajectory
  July 04, 2025 · ENSG
• Essex Property Trust (ESS) Q1 2025: $345M Portfolio Shift Fuels Northern California Rent Growth
  July 04, 2025 · ESS
• Avnet (AVT) Q3 2025: Asia Sales Up 13% as Tariff Complexity Reshapes Supply Chain Strategy
  July 04, 2025 · AVT
• Hess Midstream (HESM) Q1 2025: Distribution Up 57% Since 2021, Cash Return Strategy Remains Unshaken
  July 04, 2025 · HESM
• NBR Q1 2025: Parker Synergies Target $40M, International Margins Climb on Rig Mix Shift
  July 04, 2025 · NBR
• Wabash (WNC) Q1 2025: $200M Revenue Cut Highlights Freight Downturn, Parts and Services Offset
  July 04, 2025 · WNC
• Ionis (IONS) Q1 2025: Revenue Guidance Raised 20% as Tringolza Launch Exceeds Early Expectations
  July 04, 2025 · IONS
• KAI Q1 2025: Aftermarket Mix Hits 75% as Tariff Uncertainty Delays $25M in Capital Orders
  July 04, 2025 · KAI
• SMP (SMP) Q1 2025: Nissens Adds $66M, Boosting Global Diversification and Margin Resilience
  July 04, 2025 · SMP
• Suncoke Energy (SXC) Q1 2025: Logistics EBITDA Rises 5% as Coke Margins Compress
  July 04, 2025 · SXC
• Expro (XPRO) Q1 2025: MENA Margins Surge to 37% as Portfolio Resilience Counters Macro Volatility
  July 04, 2025 · XPRO
• Timken (TKR) Q1 2025: Tariff Headwind Drives $25M Impact, Margin Recovery Hinges on Pricing
  July 04, 2025 · TKR
• First Interstate BancSystem (FIBK) Q1 2025: Branch Sale and $468M Loan Runoff Signal Strategic Credit Reset
  July 04, 2025 · FIBK