Latest Earnings Analysis

• Datadog (DDOG) Q1 2025: FlexLogs Hits $50M ARR, AI-Native Revenue Share Doubles
  June 30, 2025 · DDOG
• DoorDash (DASH) Q1 2025: Grocery Share Gains Drive All-Time High DashPass Membership
  June 30, 2025 · DASH
• Dominion Energy (D) Q1 2025: Offshore Wind Tariff Exposure Climbs to $120M as Data Center Demand Stays Unrelenting
  June 30, 2025 · D
• CVS (CVS) Q1 2025: Pharmacy Share Climbs 70bps Amid ACA Exit and Margin Rebuild
  June 30, 2025 · CVS
• Corteva (CTVA) Q1 2025: Margin Expands 390bps as Cost Execution De-risks H2 Path
  June 30, 2025 · CTVA
• CRH (CRH) Q1 2025: Eight Acquisitions Add $600M, Bolstering Capital Deployment Momentum
  June 30, 2025 · CRH
• Coupang (CPNG) Q1 2025: Developing Offerings Spike 67% as FLC and Taiwan Investments Accelerate
  June 30, 2025 · CPNG
• CENCORA (COR) Q2 2025: U.S. Healthcare Operating Income Jumps 23% as Specialty Drives Margin Upside
  June 30, 2025 · COR
• ConocoPhillips (COP) Q1 2025: Capital Spend Cut by $500M as Efficiency Gains Offset Macro Drag
  June 30, 2025 · COP
• Canadian Natural Resources (CNQ) Q1 2025: Oil Sands Output Surges 34% as Cost Discipline Deepens
  June 30, 2025 · CNQ
• Cummins (CMI) Q1 2025: Power Systems Margin Hits 23.6% as Tariff Uncertainty Clouds Outlook
  June 30, 2025 · CMI
• Cigna (CI) Q1 2025: Specialty & Care Services Revenue Jumps 19% as Biosimilars and GLP-1 Solutions Scale
  June 30, 2025 · CI
• Constellation Energy (CEG) Q1 2025: Nuclear Cost Advantage Widens as New Entry Costs Jump 300%
  June 30, 2025 · CEG
• Carrier (CARR) Q1 2025: Data Center HVAC Doubles to $1B, Driving Americas Margin Upswing
  June 30, 2025 · CARR
• AB InBev (BUD) Q1 2025: Non-Alcohol Beer Surges 34%, Signaling Category Expansion Momentum
  June 30, 2025 · BUD
• BDX Q2 2025: $2.5B U.S. Manufacturing Investment Offsets 1% Organic Growth Slowdown
  June 30, 2025 · BDX
• Axon (AXON) Q1 2025: Software and Services Surge 39%, Accelerating Cloud-Led Margin Expansion
  June 30, 2025 · AXON
• Arm (ARM) Q4 2025: Smartphone Royalties Surge 30%, Powering AI-Driven Royalty Upside
  June 30, 2025 · ARM
• ARES (ARES) Q1 2025: Fee-Paying AUM Jumps 25% as Private Credit and Wealth Drive Diversification
  June 30, 2025 · ARES
• AppLovin (APP) Q1 2025: Ad Segment Margin Climbs to 81% as Self-Service and AI Scale
  June 30, 2025 · APP
• Apollo (APO) Q1 2025: 17% AUM Growth Signals Origination Outperformance Amid Volatility
  June 30, 2025 · APO
• Air Products (APD) Q2 2025: $2.3B Charge Underscores Back-to-Basics Reset as Project Risk Unwinds
  June 30, 2025 · APD
• Arista Networks (ANET) Q1 2025: $887M Buyback and 63% Gross Margin Signal AI-Driven Scale, Tariff Risk Looms
  June 30, 2025 · ANET
• Amgen (AMGN) Q1 2025: 14% Volume Surge Drives 35% Biosimilars Growth, Pipeline Execution Accelerates
  June 30, 2025 · AMGN
• AMETEK (AME) Q1 2025: $100M Tariff Exposure Met With Margin Expansion and Order Resilience
  June 30, 2025 · AME
• Allstate (ALL) Q1 2025: Auto New Business Jumps 27% as Distribution Expansion Gains Traction
  June 30, 2025 · ALL
• Arthur J. Gallagher (AJG) Q1 2025: Reinsurance Organic Growth Hits 20%, Fueling Margin Expansion and M&A Firepower
  June 30, 2025 · AJG
• AIG (AIG) Q1 2025: Commercial Premiums Up 10%, Cat Losses Test Volatility Controls
  June 30, 2025 · AIG
• AFLAC (AFL) Q1 2025: $900M Buyback Underscores Capital Flexibility Amid Japan Product Pivot
  June 30, 2025 · AFL
• AEP (AEP) Q1 2025: Commercial Load Jumps 12%, Unlocking $10B Capex Upside
  June 30, 2025 · AEP
• Airbnb (ABNB) Q1 2025: Expansion Markets Outpace Core by 2x, Driving Next-Phase Growth Ambitions
  June 30, 2025 · ABNB
• Nike (NKE) Q4 2025: Classic Franchise Down 30% Drives $1B Revenue Headwind, Resets Path to Growth
  June 27, 2025 · NKE
• Paychex (PAYX) Q4 2025: Paycor Adds 12% to FY26 Growth, Revenue Synergy Pipeline Expands
  June 26, 2025 · PAYX
• Micron (MU) Q3 2025: HBM Revenue Run Rate Tops $6B as AI Memory Demand Accelerates
  June 26, 2025 · MU
• FedEx (FDX) Q4 2025: $4.3B Capital Return Anchors Transformation Amid Tariff and Postal Headwinds
  June 25, 2025 · FDX
• Kroger (KR) Q1 2025: E-Commerce Jumps 15% as 60 Store Closures Sharpen Core Focus
  June 21, 2025 · KR
• Accenture (ACN) Q3 2025: Gen AI Bookings Hit $1.5B as Reinvention Model Reshapes Growth Path
  June 21, 2025 · ACN
• Lennar (LEN) Q2 2025: Margin Floor in Sight as Technology and Volume Strategy Define Next Phase
  June 18, 2025 · LEN
• Adobe (ADBE) Q2 2025: AI-Driven Innovation Lifts Revenue, Raises Guidance Amid Expanding User Base
  June 13, 2025 · ADBE
• Oracle (ORCL) Q4 2025: Cloud Acceleration and AI-Driven Demand Push Revenue and Guidance to New Highs
  June 12, 2025 · ORCL
• TJX (TJX) Q1 2026: Resilient Comp Growth and Margin Flexibility Signal Strength Amid Tariff Headwinds
  June 10, 2025 · TJX
• Target (TGT) Q1 2025: Digital Growth and Margin Levers Offset Persistent Discretionary Weakness
  June 10, 2025 · TGT
• Trip.com Group (TCOM) Q1 2025: Inbound Travel Surges 100% as Policy Tailwinds and AI Drive Global Momentum
  June 10, 2025 · TCOM
• Arrowhead Pharmaceuticals (TAK) Q2 2025: Sarepta Deal Delivers Cash Infusion as Plozasiran Nears Commercial Launch
  June 10, 2025 · TAK
• Snowflake (SNOW) Q1 2026: Durable 26% Growth as AI Data Cloud Adoption Accelerates
  June 10, 2025 · SNOW
• Sea Limited (SE) Q1 2025: Triple-Digit Profit Growth and Platform Leverage Across E-Commerce, Fintech, and Gaming
  June 10, 2025 · SE
• Palo Alto Networks (PANW) Q3 2025: Next-Gen Security ARR Surges 34% as AI and Platformization Drive Inflection
  June 10, 2025 · PANW
• NU Holdings (NU) Q1 2025: Customer Scale Drives Revenue Growth, Margin Investment Signals Long-Term Ambition
  June 10, 2025 · NU
• NetEase (NTES) Q1 2025: Gaming Revenue Climbs 12% as Global Portfolio and AI Drive Strategic Edge
  June 10, 2025 · NTES
• Medtronic (MDT) Q4 2025: Diabetes Spin-Off and Durable Growth Reshape Portfolio for Higher Margins
  June 10, 2025 · MDT