Latest Earnings Analysis

• Wiley (WLYB) Q4 2025: AI Licensing Hits $40M as Margin Expansion Strategy Lifts Outlook
  July 02, 2025 · WLYB
• ReNew Energy (RNW) Q4 2025: 32% EBITDA Surge Anchors 18% Portfolio Expansion Strategy
  July 02, 2025 · RNW
• ROOT (ROOT) Q1 2025: DTC Comp Sales Jump 14.1% as Brand Investment Drives Customer Engagement
  July 02, 2025 · ROOT
• Dave & Buster's (PLAY) Q1 2025: Remodels Deliver Double-Digit Traffic Growth, Fueling Turnaround Strategy
  July 02, 2025 · PLAY
• Nano Dimension (NNDM) Q2 2025: OPEX Down 45% as Product Rationalization Reshapes Cost Base
  July 02, 2025 · NNDM
• Celldex (CLDX) Q1 2025: 41% Complete Response Rate at 7 Months Drives New CSU Paradigm
  July 02, 2025 · CLDX
• La-Z-Boy (LZB) Q4 2025: Retail Network Grows to 203 Stores, Powering Direct Sales Expansion
  July 02, 2025 · LZB
• GMS (GMS) Q4 2025: $55M Cost Cuts Reshape Margin Structure as Demand Bottoms
  July 02, 2025 · GMS
• ACB Q4 2025: Medical Cannabis Revenue Jumps 48% as International Margins Expand
  July 02, 2025 · ACB
• High Tide (HITI) Q2 2025: Brick-and-Mortar Revenue Jumps 16% as Store Closures Fuel Margin Upside
  July 02, 2025 · HITI
• Rubrik (RBRK) Q1 2026: Identity Resilience Drives 28% Large-Customer Growth as Platform Expands
  July 02, 2025 · RH
• America's Car-Mart (CRMT) Q4 2025: Risk-Based Pricing Rolls Out Nationwide, Accelerating Credit Quality Shift
  July 02, 2025 · CRMT
• Lovesac (LOVE) Q1 2026: EverCouch Debut Expands Addressable Market by 100% Amid Margin Pressure
  July 02, 2025 · LOVE
• YRD Q1 2025: Loan Volume Up 28% as AI and Regulatory Tailwinds Accelerate Platform Dominance
  July 02, 2025 · YRD
• TechTarget (TTGT) Q1 2025: EBITDA Margin Rebounds Toward 21% Target as Integration Accelerates
  July 02, 2025 · TTGT
• Lindsay (LNN) Q3 2025: International Irrigation Jumps 60% as Project Pipeline Diversifies
  July 02, 2025 · LNN
• Winnebago Industries (WGO) Q3 2025: Marine Revenue Jumps 15% Amid RV Margin Pressures and Tariff Risk
  July 02, 2025 · WGO
• Unifirst (UNF) Q3 2025: Free Cash Flow Jumps 22% as Margin Initiatives Offset Demand Caution
  July 02, 2025 · UNF
• MSC Industrial (MSM) Q3 2025: Vending and In-Plant Sales Jump 8–10%, Offsetting Core Weakness
  July 02, 2025 · MSM
• Progress Software (PRGS) Q2 2025: ShareFile Powers 36% Revenue Growth as SaaS Scale Reshapes M&A Playbook
  July 02, 2025 · PRGS
• Apogee (APOG) Q1 2026: Tariff Impact Cut by $0.10 Drives Guidance Raise, Operational Reset in Metals and Services
  July 02, 2025 · APOG
• Enerpac Tool Group (EPAC) Q3 2025: Tariff Impact Swells to $18M as Global Diversification Shields Growth
  July 02, 2025 · EPAC
• Lotus (LOT) Q1 2025: Gross Margin Recovers to 12% as PHEV Pivot Drives Strategic Reset
  July 02, 2025 · LOT
• Concentrix (CNXC) Q2 2025: Adjacent AI Solutions Outpace Core, Fueling 3% Vertical Gains
  July 02, 2025 · CNXC
• HB Fuller (FUL) Q2 2025: EBITDA Margin Expands 130bps as Portfolio Shift Offsets Volume Weakness
  July 02, 2025 · FUL
• Worthington Steel (WS) Q4 2025: Automotive Shipments Up 5% as Electrification Strategy Accelerates
  July 02, 2025 · WS
• Steelcase (SCS) Q1 2026: Americas Margin Jumps 200bps as Corporate Demand Offsets Education Weakness
  July 02, 2025 · SCS
• AYI Q3 2025: AIS Margins Climb to 23.6% as QSC Integration Accelerates Platform Leverage
  July 02, 2025 · AYI
• McCormick (MKC) Q2 2025: $90M Tariff Exposure Offset as Volume-Led Growth Holds Margin Line
  July 02, 2025 · MKC
• MillerKnoll (MLKN) Q4 2025: $55M Order Pull Forward Masks Core Contract Momentum
  July 02, 2025 · MLKN
• ATEX Q4 2025: $116M Contracted Proceeds Signal Utility Spectrum Demand Surge
  July 02, 2025 · ATEX
• Worthington Enterprises (WOR) Q4 2025: Building Products Surge 25%, Margin Expansion Signals Structural Strength
  July 02, 2025 · WOR
• General Mills (GIS) Q4 2025: Pet Fresh Launch Drives Multi-Year Investment, Margin Drag Looms
  July 02, 2025 · GIS
• AeroVironment (AVAV) Q4 2025: Backlog Surges 82% as Blue Halo Deal Expands $1.2B Bookings Pipeline
  July 02, 2025 · AVAV
• Carnival (CCL) Q2 2025: EBITDA Margins Jump 200bps as Loyalty, Private Destinations Drive Next Phase
  July 02, 2025 · CCL
• TD SYNNEX (SNX) Q2 2025: Gross Billings Jump 12% as PC Refresh and Hyperscaler Demand Drive Growth
  July 02, 2025 · SNX
• KB Home (KBH) Q2 2025: Build Times Improve 20% as Price Discipline Counters Softer Demand
  July 02, 2025 · KBH
• CMC (CMC) Q3 2025: TAG Initiatives Unlock $25M Margin Upside as North America Volumes Rise 3.3%
  July 02, 2025 · CMC
• FactSet (FDS) Q3 2025: GenAI Solutions Fuel 4.5% Organic ASV Growth as Wealth, Buy-Side Momentum Builds
  July 02, 2025 · FDS
• Constellation Brands (STZ) Q4 2025: Beer Growth Outlook Cut to 2-4% as Consumer Headwinds Endure
  July 02, 2025 · STZ
• 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