Latest Earnings Analysis

• Blue Foundry (BLFY) Q1 2025: Net Interest Margin Expands 27bps as Deposit Costs Drop
  July 04, 2025 · BLFY
• Grupo Televisa (TV) Q1 2025: Margin Expands 100bps as Integration and Cost Discipline Offset Revenue Slide
  July 04, 2025 · TV
• Martin Marietta (MLM) Q1 2025: Aggregates Margin Expands by 260bps, Backed by Infrastructure Tailwind
  July 04, 2025 · MLM
• PPL (PPL) Q1 2025: Data Center Pipeline Reaches 11 GW, Unlocking $850M Grid Investment Potential
  July 04, 2025 · PPL
• FIRST Foundation (FFWM) Q1 2025: NIM Expands 9bps as CRE Runoff and Deposit Shift Drive Profitability Reset
  July 04, 2025 · FFWM
• Silgan Holdings (SLGN) Q1 2025: Dispensing Segment Jumps 25% on Vayner Integration and Organic Wins
  July 04, 2025 · SLGN
• Fresh Del Monte Produce (FDP) Q1 2025: Fresh and Value-Added Margins Jump to 10.1% as Product Mix Shifts
  July 04, 2025 · FDP
• TTI Q1 2025: Deepwater Projects Drive 60% Surge in Offshore Operations, Automation Lifts Margins
  July 04, 2025 · TTI
• AmeriSafe (AMSF) Q1 2025: Expense Ratio Climbs to 29.9% as Investments in Scale Outpace Premium Growth
  July 04, 2025 · AMSF
• EMCOR Group (EME) Q1 2025: RPOs Surge 28%, Data Center Pipeline Drives Multi-Year Visibility
  July 04, 2025 · EME
• EXLS Q1 2025: Data & AI-Led Revenue Hits 53% of Total, Accelerating Platform Shift
  July 04, 2025 · EXLS
• EQR Q1 2025: Turnover Hits Record Low at 7.9% as Occupancy Holds Above 96%
  July 04, 2025 · EQR
• ILPT Q1 2025: Leasing Spreads Up 19% as Tenant Retention Offsets Vacancy Drag
  July 04, 2025 · ILPT
• Wingstop (WING) Q1 2025: Unit Growth Accelerates to 17% as Smart Kitchen Drives Operational Edge
  July 04, 2025 · WING
• Constellium (CSTM) Q1 2025: Tariff Headwinds Add $20M Cost, Offsetting Packaging Gains
  July 04, 2025 · CSTM
• International Paper (IP) Q1 2025: $400M Cost Out Achieved, DS Smith Synergy Targets Accelerate Transformation
  July 04, 2025 · IP
• Gates (GTES) Q1 2025: $50M Tariff Exposure Drives Pricing, Margin Offset Strategy
  July 04, 2025 · GTES
• BXC Q1 2025: Specialty Margin Falls 200bps as Tariff and Price Deflation Pressure Mount
  July 04, 2025 · BXC
• Lancaster Colony (LANC) Q3 2025: Margin Expands 90bps as Retail Licensing Offsets Volume Weakness
  July 04, 2025 · LANC
• Northeast Bank (NBN) Q3 2025: SBA Origination Jumps 317% as Fee Engine Scales
  July 04, 2025 · NBN
• Premise Financial (FRST) Q1 2025: Core Deposit Costs Hold at 1.83%, Paving Path to 1%+ ROA
  July 04, 2025 · FRST
• Spire (SR) Q2 2025: Utility CapEx Jumps 27% as Missouri Rate Case and Weather Drive Guidance Shift
  July 04, 2025 · SR
• Generac (GNRC) Q1 2025: Tariff Exposure Drives $125M Cost Risk, Margin Defense Hinges on Price Action
  July 04, 2025 · GNRC
• Vulcan Materials (VMC) Q1 2025: Unit Margins Surge 20% as Public Infrastructure Offsets Private Weakness
  July 04, 2025 · VMC
• One Spa World (OSW) Q1 2025: MediSpa Technology Drives 20% Treatment Growth, Expanding High-Value Mix
  July 04, 2025 · OSW
• Real Matters (REAL) Q2 2025: U.S. Title Refinance Revenues Surge 40% Amid Market Share Push
  July 04, 2025 · REAL
• LSB Industries (LXU) Q1 2025: Cost-Plus Contracts Climb to 30%, Pushing Margin Stability
  July 04, 2025 · LXU
• Ranger Energy (RNGR) Q1 2025: High-Spec Rigs Up 28% as Production Focus Shields Against Volatility
  July 04, 2025 · RNGR
• Federal Signal (FSS) Q1 2025: Backlog Hits $1.1B as Aftermarket and Market Share Expansion Drive Double-Digit Growth
  July 04, 2025 · FSS
• Flowserve (FLS) Q1 2025: $100M Tariff Exposure Spurs Aggressive Price, Supply Chain Moves
  July 04, 2025 · FLS
• Littlefuse (LFUS) Q1 2025: Industrial Margins Expand 880bps as Grid and Data Center Demand Build
  July 04, 2025 · LFUS
• Lincoln Electric (LECO) Q1 2025: Price Hikes Offset 3.8% Volume Drop, Margin Risks Mount on Tariff Uncertainty
  July 04, 2025 · LECO
• BrightSpire Capital (BRSP) Q1 2025: $182M Originations Signal Lending Reacceleration Despite 16% Watch List Exposure
  July 04, 2025 · BRSP
• Tradeweb (TW) Q1 2025: Fixed Credit Revenues Jump 62% as Pricing Model Shifts
  July 04, 2025 · TW
• Oshkosh (OSK) Q1 2025: Tariff Impact Drives $1 EPS Hit, Cost Actions Target 50% Mitigation
  July 04, 2025 · OSK
• UMB Financial (UMBF) Q1 2025: Heartland Acquisition Adds $14B Deposits, Expands Branch Network by 100%
  July 04, 2025 · UMBF
• Flushing Financial (FFIC) Q1 2025: $2.6B CDs Face 69bps Rate Reset, NIM Expansion Hinges on Loan Repricing
  July 04, 2025 · FFIC
• WSBC Q1 2025: Premier Acquisition Lifts Assets 54%, Margin Expansion Signals Accelerating Synergy
  July 04, 2025 · WSBC
• Arch Capital (ACGL) Q1 2025: Insurance Premiums Surge 25% as Cycle Management Drives Selective Growth
  July 04, 2025 · ACGL
• DTM Q1 2025: Pipeline EBITDA Surges 39% as Backlog and Demand Tailwinds Strengthen
  July 04, 2025 · DTM
• Equitable Holdings (EQH) Q1 2025: $2B Capital Release Unlocks Shareholder Flexibility Amid Volatility
  July 04, 2025 · EQH
• Scotts Miracle-Gro (SMG) Q2 2025: Gross Margin Climbs 500bps as Promotions Fuel 12% POS Unit Gains
  July 04, 2025 · SMG
• Gibraltar Industries (ROCK) Q1 2025: Backlog Jumps 30% as AgTech and M&A Offset Renewables Drag
  July 04, 2025 · ROCK
• OGE (OGE) Q1 2025: 8% Load Growth Signals Durable Customer Expansion Path
  July 04, 2025 · OGE
• United Therapeutics (UTHR) Q1 2025: Tyvaso-Driven 17% Growth Anchors Double-Digit Outlook Amid Pipeline Milestones
  July 04, 2025 · UTHR
• NOG (NOG) Q1 2025: Free Cash Flow Surges 41% as Ground Game Accelerates Amid Volatile Commodity Backdrop
  July 04, 2025 · NOG
• Horizon Technology Finance (HRZN) Q1 2025: Backlog Rises to $236M as Exit Markets Stall
  July 04, 2025 · HRZN
• PureTech (PRTC) Q4 2024: $327M Monetization Fuels Pipeline, Value Disconnect Remains
  July 04, 2025 · PRTC
• Dana (DAN) Q1 2025: Cost Program Accelerates to $225M, Off-Highway Divestiture Timeline Slips
  July 04, 2025 · DAN
• Newell Brands (NWL) Q1 2025: China Sourcing Falls to 15%, Tariff Playbook Reshapes Competitive Edge
  July 04, 2025 · NWL