Latest Earnings Analysis

• 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
• Chubb (CB) Q1 2025: E&S Premiums Jump 10%, Middle Market Drives Durable Growth
  July 01, 2025 · CB
• Boston Scientific (BSX) Q1 2025: Cardiology Soars 31%, Offsetting $200M Tariff Headwind
  July 01, 2025 · BSX
• Bristol-Myers Squibb (BMY) Q1 2025: Growth Portfolio Climbs 18% as Pipeline Readouts Set Stage for Decade-End Reacceleration
  July 01, 2025 · BMY
• Baker Hughes (BKR) Q1 2025: IET Margins Jump 240bps, Data Center Orders Signal New Growth Vector
  July 01, 2025 · BKR
• Booking Holdings (BKNG) Q1 2025: Alternative Accommodations Outpace Hotels with 12% Growth, Reinforcing Mix Shift
  July 01, 2025 · BKNG
• Boeing (BA) Q1 2025: Backlog Surges $25B as Production Stability Unlocks Rate Ramp
  July 01, 2025 · BA
• Amphenol (APH) Q1 2025: IT Datacom Jumps 134%, Reshaping Segment Mix and Margin Trajectory
  July 01, 2025 · APH
• AON (AON) Q1 2025: NFP Drives 16% Revenue Lift as Middle Market Expansion Accelerates
  July 01, 2025 · AON
• America Movil (AMX) Q1 2025: Prepaid ARPU Drops 2.2% as Economic Slowdown Hits Mexico
  July 01, 2025 · AMX
• Ameriprise (AMP) Q1 2025: $18.3B Asset Management Outflows Offset by 12% Advisor Productivity Surge
  July 01, 2025 · AMP