Latest Earnings Analysis

• South Plains Financial (SPFI) Q1 2025: Deposit Growth Adds $172M, Margin Flexibility in Focus
  July 04, 2025 · SPFI
• Alexander & Baldwin (ALEX) Q1 2025: Ground Lease Adds 1¢ FFO, Accelerating Asset Diversification
  July 04, 2025 · ALEX
• Boyd Gaming (BYD) Q1 2025: $328M Buyback Signals Capital Discipline Amid Mixed Regional Dynamics
  July 04, 2025 · BYD
• Business First Bancshares (BFST) Q1 2025: Margin Expands 8bps as Deposit Costs Fall and Fee Income Holds
  July 04, 2025 · BFST
• ASB Q1 2025: Net Interest Margin Expands 16 bps, Deposit Growth and Commercial Lending Drive Profitability Shift
  July 04, 2025 · ASB
• Five Point Holdings (FPH) Q1 2025: Great Park Land Sales Hit $11.8M Per Acre, Extending Margin Strength
  July 04, 2025 · FPH
• AppFolio (APPF) Q1 2025: 89% AI Adoption Signals Platform Shift, Margin Holds Amid Product Mix Change
  July 04, 2025 · APPF
• SkyWest (SKYW) Q1 2025: Block Hours Set for 13% Growth as Fleet Expansion Accelerates
  July 04, 2025 · SKYW
• SPS Commerce (SPSC) Q1 2025: Carbon 6 Adds 8,500 Customers, Expanding Revenue Recovery Reach
  July 04, 2025 · SPSC
• VeriSign (VRSN) Q1 2025: Domain Base Grows by 777K, Dividend Launch Signals Capital Return Shift
  July 04, 2025 · VRSN
• Skechers (SKX) Q1 2025: International Drives 14% EMEA Growth as Tariff Volatility Clouds U.S. Margin Path
  July 04, 2025 · SKX
• Knowles (KN) Q1 2025: Precision Devices Book-to-Bill Surges to 1.15, Signaling Demand Inflection
  July 04, 2025 · KN
• West Bancorporation (WTBA) Q1 2025: Net Interest Margin Expands 30bps as Deposit Costs Fall
  July 04, 2025 · WTBA
• Old Republic (ORI) Q1 2025: Specialty Insurance Pre-Tax Income Jumps 18%, Underwriting Expansion Drives Growth
  July 04, 2025 · ORI
• NewMarket (NEU) Q1 2025: Specialty Materials Profit Jumps $28M as AMPAC Expansion Drives Strategic Shift
  July 04, 2025 · NEU
• First Internet Bancorp (INBK) Q1 2025: FinTech Deposits Jump 37% as Margin Expansion Outpaces Credit Headwinds
  July 04, 2025 · INBK
• Brookline Bancorp (BRKL) Q1 2025: CRE Exposure Drops $135M as Deposit Growth Outpaces Loan Contraction
  July 04, 2025 · BRKL
• Precision Drilling (PDS) Q1 2025: Capex Cut by $25M as U.S. Cost Discipline and Canadian Gas Set Tone
  July 04, 2025 · PDS
• CIVB Q1 2025: Margin Expands 15bps as Core Deposit Growth Offsets Fee Headwinds
  July 04, 2025 · CIVB
• STBA Q1 2025: Loan Pipelines Surge 40%, Setting Stage for Second-Half Growth Acceleration
  July 04, 2025 · STBA
• Heritage Financial (HFWA) Q1 2025: Deposit Growth Surges $161M, Offsetting Loan Payoff Drag
  July 04, 2025 · HFWA
• Bank of California (BANC) Q1 2025: Loan Mix Shift to 25% Lower-Risk Assets Drives Margin Resilience
  July 04, 2025 · BANC
• Columbia Banking System (PPBI) Q1 2025: Pacific Premier Deal Delivers 14% EPS Accretion, Unlocks Southern California Scale
  July 04, 2025 · PPBI
• First Merchants (FRME) Q1 2025: Deposit Costs Drop 20bps as Loan Growth Holds at 4.8%
  July 04, 2025 · FRME
• FSV Q1 2025: Margin Expansion Jumps 110bps as Tuck-Under Acquisitions Offset Organic Softness
  July 04, 2025 · FSV
• First American (FAF) Q1 2025: Commercial Title Revenue Jumps 29%, Marking Early Cycle Upswing
  July 04, 2025 · FAF
• Amalgamated Financial (AMAL) Q1 2025: Deposit Growth Surges $446M, Bolstering Capital Return Ambitions
  July 04, 2025 · AMAL
• Third Coast Bank Shares (TCBX) Q1 2025: CRE Securitization Frees Up $78M, Expands Capital Flexibility
  July 04, 2025 · TCBX
• Pool Corp (POOL) Q1 2025: Tariff-Driven 2% Price Lift Counters Weak New Pool Demand
  July 04, 2025 · POOL
• Brunswick (BC) Q1 2025: Tariff Exposure Drives $100M Headwind as Recurring Revenue Hits 60% of Earnings
  July 04, 2025 · BC
• Oceaneering (OII) Q1 2025: Subsea Robotics EBITDA Jumps 25% as Vessel Activity Drives Margin Expansion
  July 04, 2025 · OII
• CBZ (CBZ) Q1 2025: Adjusted EBITDA Doubles on Markham Integration, Revenue Range Widens Amid Uncertainty
  July 04, 2025 · CBZ
• Reliance (RS) Q1 2025: Shipments Up 9% as Market Share Gains Offset Industry Decline
  July 04, 2025 · RS
• Community Health Systems (CYH) Q1 2025: $1B+ Divestiture Proceeds Accelerate Debt Reduction and Portfolio Focus
  July 04, 2025 · CYH
• Alaska Air (ALK) Q1 2025: Premium Revenue Climbs 10% as Loyalty and Hawaii Synergies Outperform
  July 04, 2025 · ALK
• Matador Resources (MTDR) Q1 2025: $190M Debt Paydown and 17% Year-End Oil Growth Target Signal Disciplined Flexibility
  July 04, 2025 · MTDR
• Sonic Automotive (SAH) Q1 2025: EchoPark Gross Profit Jumps 21% as Inventory Strategy Pays Off
  July 04, 2025 · SAH
• Independent Bank (IBCP) Q1 2025: Deposit Costs Drop 12bps, Margin Expansion Signals Resilience
  July 04, 2025 · IBCP
• Vesta (VTMX) Q1 2025: Share Buybacks Hit $36M Amid Leasing Pause and Land Bank Expansion
  July 04, 2025 · VTMX
• Graco (GGG) Q1 2025: Tariff Volatility Poses 1-2% Revenue Headwind as U.S. Manufacturing Shields Margins
  July 04, 2025 · GGG
• RLI (RLI) Q1 2025: Combined Ratio Rises to 82%, Margin Resilience Tested by Competitive Pressure
  July 04, 2025 · RLI
• LYTS Q3 2025: Display Solutions Surge 70% as Backlog and Onshoring Buffer Margin Volatility
  July 04, 2025 · LYTS
• Columbia Banking System (COLB) Q1 2025: Pacific Premier Deal Targets 14% EPS Accretion, Redefining Southern California Scale
  July 04, 2025 · COLB
• UMC (UMC) Q1 2025: 22/28nm Revenue Hits 37% as Geographic Diversification Drives Strategic Buffer
  July 04, 2025 · UMC
• ServiceNow (SPCE) Q1 2025: CRM and Industry Workflows Surge to 34% of Mix, Diversifying Growth Engines
  July 04, 2025 · SPCE
• SEI (SEIC) Q1 2025: Record $47M Net Sales Events Signal Strategic Shift to High-Value Segments
  July 04, 2025 · SEIC
• Century Communities (CCS) Q1 2025: Incentives Surge 200bps as Deliveries Guidance Cut Amid Order Volatility
  July 04, 2025 · CCS
• Robert Half (RHI) Q1 2025: $80M Cost Cuts Offset 8% Revenue Slide, Margin Reset Signals Defensive Posture
  July 04, 2025 · RHI
• MC Q1 2025: M&A-Driven Revenue Jumps 41% as Policy Volatility Delays Closings
  July 04, 2025 · MC
• QuantumScape (QS) Q1 2025: COBRA Separator Accelerates, Unlocking 10x Productivity Shift
  July 04, 2025 · QS