Latest Earnings Analysis

• ONEOK (OKE) Q1 2025: $450M Acquisition Synergy Run-Rate Drives Multi-Year EBITDA Upside
  July 01, 2025 · OKE
• Old Dominion Freight Line (ODFL) Q1 2025: Yields Rise as LTL Shipments Per Day Fall 5%
  July 01, 2025 · ODFL
• NXP Semiconductors (NXPI) Q1 2025: $307M Kinara Deal Accelerates Edge AI Strategy Amid Tariff Uncertainty
  July 01, 2025 · NXPI
• Norfolk Southern (NSC) Q1 2025: Service Recovery Drives 17% Intermodal Volume Surge, Cost Pressures Linger
  July 01, 2025 · NSC
• Northrop Grumman (NOC) Q1 2025: $478M B-21 Charge Resets Margin, Backlog Hits $92.8B
  July 01, 2025 · NOC
• Newmont (NEM) Q1 2025: $3.2B Divestment Cash Fuels Buybacks as Portfolio Refocuses
  July 01, 2025 · NEM
• NextEra Energy (NEE) Q1 2025: $50B CapEx Plan Anchors 28GW Backlog, Tariff Risk Near Zero
  July 01, 2025 · NEE
• Nasdaq (NDAQ) Q1 2025: Index Revenue Jumps 26% as Product Diversification Shields Against Volatility
  July 01, 2025 · NDAQ
• MSCI (MSCI) Q1 2025: International-Linked Asset Flows Drive 18% Asset-Based Fee Growth
  July 01, 2025 · MSCI
• Altria (MO) Q1 2025: ON Pouch Volume Climbs 18% as Illicit Vape Surge Reshapes Category
  July 01, 2025 · MO
• 3M (MMM) Q1 2025: Tariff Exposure Reaches $850M, Forcing Network Realignment and Margin Defense
  July 01, 2025 · MMM
• Mondelez (MDLZ) Q1 2025: Cocoa-Driven Pricing Lifts Chocolate Revenue 10%, Offsetting 3.5% Volume Dip
  July 01, 2025 · MDLZ
• Moody’s (MCO) Q1 2025: Private Credit Deals Jump 107%, Offsetting Guidance Reset
  July 01, 2025 · MCO
• LAM Research (LRCX) Q3 2025: Foundry Revenue Jumps to 48% Share, Signaling Lasting Technology Inflection Tailwind
  July 01, 2025 · LRCX
• Lockheed Martin (LMT) Q1 2025: $10B Missile Awards Anchor Backlog Strength Amid NGAD Pivot
  July 01, 2025 · LMT
• L3Harris (LHX) Q1 2025: Margin Expands to 15.6% as Portfolio Realignment and Defense Tailwinds Accelerate
  July 01, 2025 · LHX
• Kimberly-Clark (KMB) Q1 2025: Tariff Impact Drives $300M Cost Headwind, Forcing Margin Defense
  July 01, 2025 · KMB
• KLA (KLAC) Q3 2025: Advanced Packaging Jumps to $850M as AI Demand Reshapes Process Control
  July 01, 2025 · KLAC
• Keurig Dr Pepper (KDP) Q1 2025: U.S. Refreshment Beverages Surge 11%, Offsetting Coffee Weakness
  July 01, 2025 · KDP
• ITW (ITW) Q1 2025: Asia Revenue Jumps 7% as Tariff Playbook and Pricing Power Offset Macro Drag
  July 01, 2025 · ITW
• Intuitive Surgical (ISRG) Q1 2025: Tariffs Add 1.7% Cost Drag as Da Vinci 5 Drives 17% Procedure Growth
  July 01, 2025 · ISRG
• Intel (INTC) Q1 2025: OpEx Target Cut to $17B as New CEO Drives Structural Reset
  July 01, 2025 · INTC
• Honeywell (HON) Q1 2025: $3B Buybacks and $500M Tariff Exposure Drive Portfolio Pivot
  July 01, 2025 · HON
• Hilton (HLT) Q1 2025: Net Unit Growth Hits 7.2% as Conversions Drive Global Pipeline Expansion
  July 01, 2025 · HLT
• HCA (HCA) Q1 2025: Managed Care Volumes Rise 5.4% as Fixed Cost Leverage Lifts Margins
  July 01, 2025 · HCA
• Garmin (GRMN) Q1 2025: Tariffs Add $100M Cost, FX Offsets and Vertical Integration Buffer Impact
  July 01, 2025 · GRMN
• Corning (GLW) Q1 2025: Optical Sales Jump 46% as GenAI Demand Drives Springboard Execution
  July 01, 2025 · GLW
• Gilead (GILD) Q1 2025: HIV Base Grows 6% as Lenacapavir Launch Nears, Offsetting Oncology and Cell Therapy Drag
  July 01, 2025 · GILD
• GE Vernova (GEV) Q1 2025: Backlog Surges $4.4B as Gas and Grid Demand Drive Multi-Year Visibility
  July 01, 2025 · GEV
• GE (GE) Q1 2025: $500M Tariff Headwind Spurs Aggressive Cost Controls and Pricing Actions
  July 01, 2025 · GE
• General Dynamics (GD) Q1 2025: Aerospace Surges 45% as G700 and G800 Deliveries Reshape Growth Mix
  July 01, 2025 · GD
• FEMSA (FMX) Q1 2025: $3.2B Shareholder Return Commitment Signals Confidence Despite Proximity Headwinds
  July 01, 2025 · FMX
• FICO (FICO) Q2 2025: Score Segment Soars 25% as Mortgage Origination Drives Mix Shift
  July 01, 2025 · FICO
• Fiserv (FI) Q1 2025: Clover Revenue Jumps 27% as Global Expansion and Bank Partnerships Accelerate
  July 01, 2025 · FI
• Freeport-McMoRan (FCX) Q1 2025: U.S. Copper Premium Lifts Earnings by $800M, Unlocks Cash Flow Upside
  July 01, 2025 · FCX
• Edwards Lifesciences (EW) Q1 2025: TMTT Sales Jump 60%, Fueling Portfolio-Driven Growth Outlook
  July 01, 2025 · EW
• Elevance Health (ELV) Q1 2025: Carillon Services Grows 60%, Accelerating External Platform Leverage
  July 01, 2025 · ELV
• Ecolab (ECL) Q1 2025: 5% U.S. Surcharge Offsets $200M Tariff Impact, Digital Sales Accelerate
  July 01, 2025 · ECL
• E (ENI) Q1 2025: $2B Cost Actions Offset Margin Drag as Portfolio High-Grading Accelerates
  July 01, 2025 · E
• Danaher (DHR) Q1 2025: Bioprocessing Orders Up 7th Consecutive Quarter, Offsetting Tariff Drag
  July 01, 2025 · DHR
• Discover Financial Services (DFS) Q1 2025: Net Interest Margin Expands 115bps Ahead of Capital One Merger
  July 01, 2025 · DFS
• Cognizant (CTSH) Q1 2025: Book-to-Bill Climbs to 1.3x as Mega Deal Pipeline Expands
  July 01, 2025 · CTSH
• CP (CP) Q1 2025: Dividend Raised 20% as Canada-Mexico Land Bridge Drives New Trade Flows
  July 01, 2025 · CP
• Capital One (COF) Q1 2025: Marketing Spend Up 19% as Discover Integration Nears
  July 01, 2025 · COF
• Chipotle (CMG) Q1 2025: New Restaurant Openings Hit 57, Margin Pressures Persist as Macro Headwinds Weigh
  July 01, 2025 · CMG
• CME Group (CME) Q1 2025: International ADV Surges 19% as Risk-On Environment Drives Record Volumes
  July 01, 2025 · CME
• Comcast (CMCSA) Q1 2025: Wireless Lines Jump 323K as Convergence Push Redefines Growth Playbook
  July 01, 2025 · CMCSA
• Colgate-Palmolive (CL) Q1 2025: $200M Tariff Hit Drives Supply Chain Flex, Innovation Response
  July 01, 2025 · CL
• Charter (CHTR) Q1 2025: Spectrum Mobile Lines Jump 25% as Bundling Drives Churn Reduction
  July 01, 2025 · CHTR
• Cadence (CDNS) Q1 2025: IP Business Jumps 40% as AI Drives Portfolio Expansion
  July 01, 2025 · CDNS