Latest Earnings Analysis

• Agnico Eagle Mines (AEM) Q1 2025: Net Debt Falls to Near Zero as Cash Returns Accelerate
  July 01, 2025 · AEM
• ADP (ADP) Q3 2025: PEO Revenue Up 7% as Enterprise HCM Demand Drives Pipeline Strength
  July 01, 2025 · ADP
• Zoetis (ZTS) Q1 2025: Companion Animal Franchises Drive 14% Growth as Retail Channel Hits 21% of U.S. Sales
  June 30, 2025 · ZTS
• Williams (WMB) Q1 2025: Project Backlog Lifts EBITDA Guidance by $50M, Accelerating Growth Trajectory
  June 30, 2025 · WMB
• Vistra (VST) Q1 2025: EBITDA Surges 53% as Hedging and Load Growth Drive Visibility
  June 30, 2025 · VST
• Vertex (VRTX) Q1 2025: Genavix Fills 25,000 Prescriptions as Commercial Diversification Accelerates
  June 30, 2025 · VRTX
• Verisk (VRSK) Q1 2025: Subscription Revenue Jumps 10.6%, Cementing Predictable Growth Model
  June 30, 2025 · VRSK
• Uber (UBER) Q1 2025: 170M Monthly Users Drive Double-Digit Trip Growth, Margin Expansion Persists
  June 30, 2025 · UBER
• Trade Desk (TTD) Q1 2025: CTV Drives 25% Growth as Open Internet Share Gains Accelerate
  June 30, 2025 · TTD
• TC Energy (TRP) Q1 2025: $8.5B Projects Track 15% Below Budget, Extending Growth Visibility
  June 30, 2025 · TRP
• Thomson Reuters (TRI) Q1 2025: GenAI-Enabled ACV Climbs to 20%, Fueling Durable Growth Mix
  June 30, 2025 · TRI
• Target Resources (TRGP) Q1 2025: $215M Buyback Amid 22% EBITDA Surge Shows Capital Discipline
  June 30, 2025 · TRGP
• TransDigm (TDG) Q2 2025: Aftermarket Drives 52.9% Margin as OEM Headwinds Persist
  June 30, 2025 · TDG
• Striker (SYK) Q1 2025: $200M Tariff Headwind Offset by Margin Expansion and Global Demand
  June 30, 2025 · SYK
• Sempra (SRE) Q1 2025: Texas Transmission Pipeline Expands by $12B, Reshaping Regulated Growth Mix
  June 30, 2025 · SRE
• Southern Company (SO) Q1 2025: Data Center Load Pipeline Expands to 52 GW, Driving Capital Rebase Potential
  June 30, 2025 · SO
• Quanta Services (PWR) Q1 2025: Backlog Hits $35.3B as Transmission Cycle Accelerates
  June 30, 2025 · PWR
• Parker-Hannifin (PH) Q3 2025: M&A Pipeline Remains Robust as $3B Cash Flow Expands Strategic Flexibility
  June 30, 2025 · PH
• Progressive (PGR) Q1 2025: Personal Auto New Apps Up 20%, Accelerating Share Gains Despite Tariff Uncertainty
  June 30, 2025 · PGR
• Occidental (OXY) Q1 2025: $350M Cost Cuts Unlock Cash Flow Flexibility Amid Macro Volatility
  June 30, 2025 · OXY
• MicroStrategy (MSTR) Q1 2025: Bitcoin Holdings Climb to 553,555 as Capital Plan Expands to $84B
  June 30, 2025 · MSTR
• Motorola Solutions (MSI) Q1 2025: Software and Services Backlog Climbs $732M, Recurring Revenue Nears 40%
  June 30, 2025 · MSI
• Marathon Petroleum (MPC) Q1 2025: Midstream Distributions Up 12.5%, Securing Cash Flow Through Volatile Cycle
  June 30, 2025 · MPC
• Monster Beverage (MNST) Q1 2025: Gross Margin Jumps 240bps as Supply Chain Optimization Offsets FX Drag
  June 30, 2025 · MNST
• MetLife (MET) Q1 2025: Variable Annuity Balances Cut 50%, Accelerating Risk Profile Reset
  June 30, 2025 · MET
• MercadoLibre (MELI) Q1 2025: Argentina Margin Jumps 11 Points as Commerce and Fintech Outpace LatAm Peers
  June 30, 2025 · MELI
• McKesson (MCK) Q4 2025: Oncology Platform Adds 725 Providers, Driving Strategic Margin Expansion
  June 30, 2025 · MCK
• Marriott (MAR) Q1 2025: Pipeline Signings Surge 35% as U.S. RevPAR Softens
  June 30, 2025 · MAR
• Cheniere Energy (LNG) Q1 2025: $1.3B Buybacks Signal Capital Discipline as Expansion Nears FID
  June 30, 2025 · LNG
• KVUE Q1 2025: $150M Tariff Hit Forces Margin Reset, Brand Investment Remains Priority
  June 30, 2025 · KVUE
• KKR (KKR) Q1 2025: $31B Capital Raised Sets Up Fee Acceleration Amid Volatility
  June 30, 2025 · KKR
• Johnson Controls (JCI) Q2 2025: Backlog Climbs 12% to $14B, Unlocking Margin and Execution Levers
  June 30, 2025 · JCI
• Gartner (IT) Q1 2025: US Federal Renewals Fall to 50%, Forcing Guidance Reset and Margin Discipline
  June 30, 2025 · IT
• Ingersoll Rand (IR) Q1 2025: Bolt-On M&A Drives $10B TAM Expansion, Margin Levers in Focus
  June 30, 2025 · IR
• ICE (ICE) Q1 2025: Energy Revenues Surge 23%, Cementing All-Weather Platform Strength
  June 30, 2025 · ICE
• Howmet Aerospace (HWM) Q1 2025: Spares Revenue Jumps 33%, Margin Expansion Signals Durable Operating Leverage
  June 30, 2025 · HWM
• Grainger (GWW) Q1 2025: Endless Assortment Grows 15%, Tariff Volatility Clouds Margin Path
  June 30, 2025 · GWW
• Fortinet (FTNT) Q1 2025: Unified SASE Billings Jump 18%, Expanding Platform Penetration
  June 30, 2025 · FTNT
• Flutter Entertainment (FLUT) Q1 2025: U.S. Net Income Leaps 289% as Product Innovation Drives Margin Expansion
  June 30, 2025 · FLUT
• FIS (FIS) Q1 2025: Recurring Revenue Hits 81% as Issuer Solutions Deal Lifts Scale by 35%
  June 30, 2025 · FIS
• Diamondback Energy (FANG) Q1 2025: $400M CapEx Cut Signals Permian Discipline Amid Macro Headwinds
  June 30, 2025 · FANG
• Ford (F) Q2 2025: $2.5B Tariff Hit Reshapes Guidance, U.S. Footprint Drives Share Gains
  June 30, 2025 · F
• Ford (F) Q1 2025: $2.5B Tariff Headwind Reshapes Competitive Landscape, Guidance Suspended
  June 30, 2025 · F
• Exelon (EXC) Q1 2025: 32-Cent EPS Lift Driven by Rate Actions and Load Growth Pipeline
  June 30, 2025 · EXC
• Eaton (ETN) Q1 2025: $15B Backlog Anchors 6–9% Organic Growth Ambition Through 2030
  June 30, 2025 · ETN
• EOG (EOG) Q1 2025: $200M CapEx Cut Shields Free Cash Flow as Macro Uncertainty Rises
  June 30, 2025 · EOG
• Enbridge (ENB) Q1 2025: U.S. Utilities Drive 18% EBITDA Surge, Expanding Low-Risk Cash Flow Base
  June 30, 2025 · ENB
• Emerson (EMR) Q2 2025: Tariff Mitigation Offsets $245M Headwind, AspenTech Drives 11% ACV Growth
  June 30, 2025 · EMR
• EA (EA) Q4 2025: American Football Net Bookings Jump 70% as Live Services Model Proves Resilient
  June 30, 2025 · EA
• Duke Energy (DUK) Q1 2025: Data Center Pipeline Adds 1 GW in April, Signaling Accelerating Load Growth
  June 30, 2025 · DUK