Latest Earnings Analysis

• Agilent (A) Q2 2025: Ignite Delivers $130M Profit Amid Tariff Headwinds and 70% PFAS Growth
  July 03, 2025 · A
• Nutanix (NTNX) Q3 2025: Free Cash Flow Margin Surges to 32% as Platform Expansion Accelerates
  July 03, 2025 · NTNX
• ELF (ELF) Q4 2025: $50M Tariff Exposure Forces Pricing Pivot, ROAD Acquisition Expands Global Reach
  July 03, 2025 · ELF
• SentinelOne (S) Q1 2026: AI Attach Rate Hits 25% as Platform Expansion Outpaces Legacy Mix
  July 03, 2025 · S
• Reservoir Media (RSVR) Q4 2025: $115M Deployed in Catalog Acquisitions Fuels Global Expansion
  July 03, 2025 · RSVR
• StealthGas (GASS) Q1 2025: Debt Slashed by $54M, Unlocking Cash Flow Leverage
  July 03, 2025 · GASS
• Columbus McKinnon (CMCO) Q4 2025: $40M Tariff Headwind Reshapes Margin Playbook
  July 03, 2025 · CMCO
• Ituran (ITRN) Q1 2025: Net Subscriber Adds Surge 99,000 on Stellantis OEM Deal, Raising Full-Year Target
  July 03, 2025 · ITRN
• Monro (MNRO) Q4 2025: 145 Store Closures Target 5% Sales, Refocuses on Profitability
  July 03, 2025 · MNRO
• Capri Holdings (CPRI) Q4 2025: Versace Exit to Cut Net Debt by $1.3B, Refocuses on Michael Kors Turnaround
  July 03, 2025 · CPRI
• Abercrombie & Fitch (ANF) Q1 2025: Hollister Surges 22% as Tariffs Cut Margin Outlook
  July 03, 2025 · ANF
• Photronics (PLAB) Q2 2025: $72M Buyback Outpaces Flat Revenue as Node Migration Drives Strategic Shift
  July 03, 2025 · PLAB
• Kingsoft Cloud (KC) Q1 2025: AI Revenue Soars 200% as Xiaomi Ecosystem Drives 50% Upside
  July 03, 2025 · KC
• Macy’s (M) Q1 2025: Bloomingdale’s +3.8% Comp and Marketplace Up 40% Signal Share Shift
  July 03, 2025 · M
• VNET (VNET) Q1 2025: Wholesale IDC Revenue Soars 86%, Powering Capacity Expansion
  July 03, 2025 · VNET
• DKS Q1 2025: Foot Locker Deal Targets $100M+ Synergies as Comp Growth Stretches to 5th Straight Quarter
  July 03, 2025 · DKS
• Agora (API) Q1 2025: Conversational AI Drives 12% Revenue Growth and Consecutive Profitability
  July 03, 2025 · API
• NetApp (NTAP) Q4 2025: All-Flash ARR Hits $4.1B as AI Pipeline Drives 44% Cloud Storage Growth
  July 03, 2025 · NTAP
• UiPath (PATH) Q1 2026: Agentic Automation Drives 250,000 Agent Runs, Laying Foundation for FY27 Growth
  July 03, 2025 · PATH
• Cooper Companies (COO) Q2 2025: MyDay, Myopia, and Surgical Devices Propel 7% Organic Growth Despite Fertility Slowdown
  July 03, 2025 · COO
• Elastic (ESTC) Q4 2025: Enterprise $1M+ Customer Base Grows 27% as GenAI Adoption Accelerates
  July 03, 2025 · ESTC
• Zscaler (ZS) Q3 2025: ZFlex Drives $65M in Bookings, Unlocking Platform Expansion
  July 03, 2025 · ZS
• Ulta Beauty (ULTA) Q1 2025: E-Commerce Jumps 10% as Digital Engagement Drives Share Recovery
  July 03, 2025 · ULTA
• AEO (AEO) Q1 2025: $75M Inventory Write-Down Forces Merchandising Reset and Margin Rebuild
  July 03, 2025 · AEO
• Ambarella (AMBA) Q1 2026: Edge AI Revenue Surges to 75% of Total, Expanding Beyond Security Cameras
  July 03, 2025 · AMBA
• Hamilton Lane (HLNE) Q4 2025: Evergreen AUM Jumps $4B as Institutional Demand Accelerates
  July 03, 2025 · HLNE
• U-Haul (UHAL) Q4 2025: UBOX Growth Surges 20% as Self-Storage Pipeline Expands
  July 03, 2025 · UHAL
• Caleres (CAL) Q1 2025: Tariff Disruption Drives $1.9M Margin Hit, Guidance Suspended Amid Sourcing Volatility
  July 03, 2025 · CAL
• Kohl’s (KSS) Q1 2025: Proprietary Brand Mix Lifts Margin 37bps Amid -4% Sales Headwind
  July 03, 2025 · KSS
• Diana Shipping (DSX) Q1 2025: Time Charter Rates Rise 5% as Fleet Shrinks and Market Softens
  July 03, 2025 · DSX
• Hormel Foods (HRL) Q2 2025: Planters Recovery and Turkey Margin Tailwind Anchor 2–3% Growth Outlook
  July 03, 2025 · HRL
• Build-A-Bear (BBW) Q1 2025: Commercial Revenue Jumps 28% as Global Expansion Accelerates
  July 03, 2025 · BBW
• Movado (MOV) Q1 2026: Licensed Brands Jump High Single Digits Amid Tariff Uncertainty
  July 03, 2025 · MOV
• American Woodmark (AMWD) Q4 2025: Tariff Uncertainty Drives $20M Cost Headwind, Pressures Outlook
  July 03, 2025 · AMWD
• Nordson (NDSN) Q2 2025: Atrion Powers 20% Medical Growth as Portfolio Pruning Lifts Margins
  July 03, 2025 · NDSN
• Burlington (BURL) Q1 2025: Reserve Inventory Surges 31% as Tariff Volatility Drives Margin Playbook
  July 03, 2025 · BURL
• Bath & Body Works (BBWI) Q1 2025: Disney Collab Lifts Sales 3%, Unlocks New Customer Pathways
  July 03, 2025 · BBWI
• SpartanNash (SPTN) Q1 2025: Retail Sales Jump 20% as Ethnic Store Expansion Accelerates
  July 03, 2025 · SPTN
• Immunovant (IMVT) Q4 2024: $1.3B Buyback and $5B Cash Set Stage for Multi-Blockbuster Pipeline
  July 03, 2025 · IMVT
• Li Auto (LI) Q1 2025: BEV Launches Target 3.8M-Unit Premium NEV Market Expansion
  July 03, 2025 · LI
• Best Buy (BBY) Q1 2026: China Sourcing Cut to 30% of COGS, Tariff Mitigation Reshapes Margin Playbook
  July 03, 2025 · BBY
• FUTU (FUTU) Q1 2025: Funded Accounts Jump 48% as AI and Global Expansion Accelerate
  July 03, 2025 · FUTU
• Cognite (CGNT) Q1 2026: Software Revenue Climbs 19% as GroupSense Acquisition Expands U.S. Reach
  July 02, 2025 · CGNT
• Stitch Fix (SFIX) Q3 2025: AOV Up 10% as Personalization Drives Return to Growth
  July 02, 2025 · SFIX
• Oxford Industries (OXM) Q1 2025: Tariff Costs Jump $40M, Forcing Supply Chain Overhaul
  July 02, 2025 · OXM
• Comerica (CMA) Q2 2025: Payments Deposits Surge Past $3.5B as API Partnerships Expand
  July 02, 2025 · CMA
• J.Jill (JILL) Q1 2025: Inventory Up 14% as Tariff and Demand Uncertainty Cloud Guidance
  July 02, 2025 · JILL
• Chewy (CHWY) Q1 2025: Autoship Penetration Hits 82%, Deepening Predictable Revenue Base
  July 02, 2025 · CHWY
• GitLab (GTLB) Q1 2026: Duo Customer Count Jumps 35%, Platform Leverage Drives Margin Expansion
  July 02, 2025 · GTLB
• Academy Sports (ASO) Q1 2025: Tariff Mitigation, 10% E-Commerce Growth, and Upper-Income Traffic Shift Signal Model Resilience
  July 02, 2025 · ASO