Latest Earnings Analysis

• Fastenal (FAST) Q1 2025: Tariff-Driven Pricing Actions Set Stage for 3%–4% Price Uplift
  July 02, 2025 · FAST
• Delta Air Lines (DAL) Q1 2025: Capacity Cuts Drive Sub-1% Fleet Growth as Main Cabin Weakness Persists
  July 02, 2025 · DAL
• BlackRock (BLK) Q1 2025: ETF Net Inflows Hit $107B, Fueling All-Weather Growth Engine
  July 02, 2025 · BLK
• BNY Mellon (BK) Q1 2025: Operating Leverage Expands 346 bps as Platform Model Drives Efficiency
  July 02, 2025 · BK
• U.S. Bancorp (USB) Q1 2025: Fee Income Hits 41% of Revenue, Anchoring Multi-Year Margin Expansion
  July 02, 2025 · USB
• Travelers (TRV) Q1 2025: Underlying Combined Ratio Improves 2.9 Points, Navigating Wildfire Impact With Margin Strength
  July 02, 2025 · TRV
• Truist (TFC) Q1 2025: $42B Fixed-Rate Repricing Falls Short, Forcing Revenue Reset
  July 02, 2025 · TFC
• Schwab (SCHW) Q1 2025: New Assets Surge 44% as Ameritrade Integration Unlocks Growth
  July 02, 2025 · SCHW
• PNC (PNC) Q1 2025: C&I Loans Up 3%, Expansion Markets Fuel Customer Growth
  July 02, 2025 · PNC
• Marsh McLennan (MMC) Q1 2025: Property Rate Decline Hits 6% as Market Softens
  July 02, 2025 · MMC
• Kinder Morgan (KMI) Q1 2025: Project Backlog Grows to $8.8B as LNG Demand Drives Expansion
  July 02, 2025 · KMI
• Interactive Brokers (IBKR) Q1 2025: Record 32% Account Growth Anchors Global Platform Expansion
  July 02, 2025 · IBKR
• Goldman Sachs (GS) Q1 2025: $40B Buyback Authorization Signals Capital Flexibility Amid Record $3.2T Assets Under Supervision
  July 02, 2025 · GS
• D.R. Horton (DHI) Q2 2025: $2.4B Buybacks Signal Shift to Returns as Incentives Rise
  July 02, 2025 · DHI
• CSX (CSX) Q1 2025: $45M Disruption Cost Signals Prolonged Network Reset, Margin Recovery Hinges on Execution
  July 02, 2025 · CSX
• Citi (C) Q1 2025: Markets Revenue Climbs 12% as Balance Sheet Strengthens Capital Return Path
  July 02, 2025 · C
• ICICI Bank (IBN) Q4 2025: Net NPA Drops to 0.39% as Asset Quality Stabilizes
  July 02, 2025 · IBN
• HDFC Bank (HDB) Q4 2025: Deposit Growth Outpaces System by 15.8% as CD Ratio Normalizes
  July 02, 2025 · HDB
• YUM Q1 2025: Taco Bell US Delivers 16% Profit Growth, AI-Driven Digital Platform Powers Margin Expansion
  July 01, 2025 · YUM
• Xcel Energy (XEL) Q1 2025: $10B Investment Pipeline Advances as Tariff Risk Contained at 3%
  July 01, 2025 · XEL
• WM (WM) Q1 2025: Sustainability EBITDA Jumps 20%, Reinforcing Margin Expansion Path
  July 01, 2025 · WM
• Waste Connections (WCN) Q1 2025: Core Price Up 6.9% as Margin Expansion Defies Volume Drag
  July 01, 2025 · WCN
• Verizon (VZ) Q1 2025: EBITDA Climbs 4% as Value Guarantee Drives Double-Digit Gross Add Momentum
  July 01, 2025 · VZ
• Vertiv (VRT) Q1 2025: Backlog Surges $1.6B as AI Data Center Demand Drives 18% Growth Guidance
  July 01, 2025 · VRT
• Valero (VLO) Q1 2025: $1.1B Impairment Signals West Coast Retrenchment Amid Margin Squeeze
  July 01, 2025 · VLO
• United Rentals (URI) Q1 2025: Specialty Rental Grows 22%, Extending Multi-Segment Expansion
  July 01, 2025 · URI
• UPS (UPS) Q1 2025: $3.5B Cost-Out Targets Reshape Network as China Tariff Risk Looms
  July 01, 2025 · UPS
• Union Pacific (UNP) Q1 2025: 7% Volume Growth Drives Record Productivity Amid Tariff and Mix Headwinds
  July 01, 2025 · UNP
• Texas Instruments (TXN) Q1 2025: Industrial Recovery Lifts Revenue 11% as Supply Chain Adaptation Accelerates
  July 01, 2025 · TXN
• TotalEnergies (TTE) Q1 2025: Oil and Gas Output Climbs 4% as Macro Volatility Tests Capital Discipline
  July 01, 2025 · TTE
• Trane Technologies (TT) Q1 2025: Backlog Grows $500M as Commercial HVAC Orders Hit Record High
  July 01, 2025 · TT
• TE Connectivity (TEL) Q2 2025: Industrial Margin Expands 260bps as AI and Grid Orders Accelerate
  July 01, 2025 · TEL
• SPGI Q1 2025: Mobility Spin Unlocks $1.6B Segment, Refocuses Core Margin Profile
  July 01, 2025 · SPGI
• SLB (SLB) Q1 2025: Digital Revenue Jumps 17%, Offsetting Oil Market Softness
  July 01, 2025 · SLB
• Sherwin-Williams (SHW) Q1 2025: Paint Stores Margin Expands 120bps Amid Flat Market
  July 01, 2025 · SHW
• Starbucks (SBUX) Q2 2025: Labor-Focused Turnaround Drives 450bp Margin Compression Amid 213 Net New Stores
  July 01, 2025 · SBUX
• RTX (RTX) Q1 2025: $850M Tariff Headwind Looms as Backlog Climbs 8%
  July 01, 2025 · RTX
• Republic Services (RSG) Q1 2025: Margin Expands 140bps as Polymer Centers and M&A Reshape Growth Mix
  July 01, 2025 · RSG
• Roper Technologies (ROP) Q1 2025: CentralReach Adds $175M Revenue, Accelerates Vertical SaaS Growth
  July 01, 2025 · ROP
• Regeneron (REGN) Q1 2025: ILEA U.S. Sales Plunge 39% as Copay Funding Gap Shifts Market Dynamics
  July 01, 2025 · REGN
• Royal Caribbean (RCL) Q1 2025: Yield Growth Hits 5.6% as Loyalty Drives 40% of Bookings
  July 01, 2025 · RCL
• Qualcomm (QCOM) Q2 2025: Automotive Revenue Jumps 59% as Edge AI and Diversification Accelerate
  July 01, 2025 · QCOM
• PayPal (PYPL) Q1 2025: Branded Experiences TPV Climbs 8% as Omnichannel and Venmo Monetization Accelerate
  July 01, 2025 · PYPL
• Phillips 66 (PSX) Q1 2025: $3.5B in Asset Sales Reshapes Portfolio for 2027 Growth Targets
  July 01, 2025 · PSX
• Pfizer (PFE) Q1 2025: $7.7B Cost Savings Target Sharpens Margin Focus Amid Tariff Uncertainty
  July 01, 2025 · PFE
• Public Service Enterprise Group (PEG) Q1 2025: Large Load Pipeline Jumps to 6,400 MW, Signaling Demand Shift
  July 01, 2025 · PEG
• PG&E (PCG) Q1 2025: Data Center Pipeline Jumps 58%, Unlocking Load-Driven Affordability
  July 01, 2025 · PCG
• PCAR Q1 2025: Tariff Headwinds Cut Gross Margin to 13%, Pricing Catch-Up Lags Cost Pressure
  July 01, 2025 · PCAR
• Otis (OTIS) Q1 2025: Modernization Backlog Climbs 14% as Service Margins Expand
  July 01, 2025 · OTIS
• O’Reilly Automotive (ORLY) Q1 2025: SG&A Up 4.1% as Tariff Uncertainty Clouds Margin Path
  July 01, 2025 · ORLY