Latest Earnings Analysis

• Alarm.com (ALRM) Q3 2024: 95% Retention Rate Highlights Durable SaaS Model Amid ADT Transition Headwind
  November 07, 2024 · ALRM
• Allient (ALNT) Q3 2024: Margin Improves 150bps as $10M Cost Actions Offset 14% Revenue Drop
  November 07, 2024 · ALNT
• Burford Capital (BUR) Q3 2024: Realizations Up 39% as Portfolio Diversifies Beyond YPF
  November 07, 2024 · BUR
• Affirm (AFRM) Q1 2025: Operating Margin Surges Past 20% as Active User Growth Accelerates
  November 07, 2024 · AFRM
• American Coastal (ACIC) Q3 2024: Combined Ratio Improves by 5 Points Despite Hurricane Losses
  November 06, 2024 · ACIC
• Dutch Bros (BROS) Q3 2024: Mobile Order Penetration Hits 7%, Fuels Transaction Growth and Shop Acceleration
  November 06, 2024 · BROS
• Bumble (BMBL) Q3 2024: $892M Impairment Signals Strategic Reset as User Growth Outpaces Revenue
  November 06, 2024 · BMBL
• Blend (BLND) Q3 2024: Consumer Banking Soars 54% as Platform Margins Hit 80%
  November 06, 2024 · BLND
• Allbirds (BIRD) Q3 2024: SG&A Down 24% as Distributor Pivot and Store Closures Reset Cost Base
  November 06, 2024 · BIRD
• Bain Capital Specialty Finance (BCSF) Q3 2024: Gross Originations Surge 278% as Middle Market Lending Accelerates
  November 06, 2024 · BCSF
• Brinks (BCO) Q3 2024: AMS and DRS Surge 26%, Offsetting $100M FX Drag on Guidance
  November 06, 2024 · BCO
• BBSI (BBSI) Q3 2024: PEO Gross Billings Rise 9% as Benefits Product Scales
  November 06, 2024 · BBSI
• Atlanta Braves Holdings (BATRA) Q3 2024: Operating Income Drops 63% as Payroll and Revenue-Sharing Costs Outpace Revenue Gains
  November 06, 2024 · BATRA
• Bally’s (BALY) Q3 2024: North America Interactive Jumps 55% as Casino Margins Compress
  November 06, 2024 · BALY
• Arbutus Biopharma (ABUS) Q3 2024: Cash Runway Extends Into Q4 2026 as HBV Functional Cure Programs Advance
  November 06, 2024 · ABUS
• Acadia Pharmaceuticals (ACAD) Q3 2024: Debut Patient Persistence Tops 60%, Underpinning Durable Rare Disease Growth
  November 06, 2024 · ACAD
• Aurora Cannabis (ACB) Q2 2025: International Medical Cannabis Revenue Jumps 93% as Global Shift Accelerates
  November 06, 2024 · ACB
• Avista (AVA) Q3 2024: $1.7B Capex Plan Anchors Clean Energy and Grid Resilience Shift
  November 06, 2024 · AVA
• AudioCodes (AUDC) Q3 2024: Live Services Backlog Surges 150%, Anchoring Cloud Transition Momentum
  November 06, 2024 · AUDC
• Astronics (ATRO) Q3 2024: Aerospace Margin Jumps 10.7 Points as Backlog Hits $612M
  November 06, 2024 · ATRO
• Autohome (ATHM) Q3 2024: Online Marketplace Revenue Rises 3.1% as Offline Expansion Accelerates
  November 06, 2024 · ATHM
• Astec Industries (ASTE) Q3 2024: Adjusted EBITDA Margin Expands 270bps as Dealer Destocking Eases
  November 06, 2024 · ASTE
• Ardmore Shipping (ASC) Q3 2024: Cash Break-Even Drops to $11,500, Unlocking $50M Annual Savings
  November 06, 2024 · ASC
• Arcutis (ARQT) Q3 2024: Zareev Sales Surge 452% as Non-Steroidal Topical Adoption Accelerates
  November 06, 2024 · ARQT
• Arm (ARM) Q2 2025: Royalty Revenue Jumps 23% as v9 and CSS Accelerate Value Capture
  November 06, 2024 · ARM
• Digital Turbine (APPS) Q2 2025: $25M Cost Cuts Signal Urgency as Legacy Headwinds Outpace Brand Growth
  November 06, 2024 · APPS
• Applovin (APP) Q3 2024: Axon-Driven 66% Software Revenue Surge Sets Stage for E-Commerce Expansion
  November 06, 2024 · APP
• Angel Oak Mortgage REIT (AOMR) Q3 2024: Book Value Jumps 10% as Securitization Cost Drops 110bps
  November 06, 2024 · AOMR
• AEP (AEP) Q3 2024: $54B Capital Plan Fuels 60% Peak Load Surge, Load-Driven Growth Path Intensifies
  November 06, 2024 · AEP
• Amphastar (AMPH) Q3 2024: Gross Margin Slides 700bps as Baximi Transition Reshapes P&L
  November 06, 2024 · AMPH
• Assurant (AIZ) Q3 2024: Global Housing EBITDA Up 20%, Investment Cycle in Lifestyle Nears Inflection
  November 06, 2024 · AIZ
• AMC (AMC) Q3 2024: Revenue Per Patron Jumps 37%, Go Plan Signals Multi-Year Offensive
  November 06, 2024 · AMC
• Alto Ingredients (ALTO) Q3 2024: Specialty Alcohols Rise to 42% of Pekin Sales, Offsetting Margin Compression
  November 06, 2024 · ALTO
• American Financial Group (AFG) Q3 2024: Special Dividend Hits $335M as Premiums Rise 14%
  November 06, 2024 · AFG
• Ashford Hospitality Trust (AHT) Q3 2024: $310M Asset Sales Accelerate Strategic Financing Paydown
  November 06, 2024 · AHT
• Bowhead Specialty (BOW) Q3 2024: Premiums Surge 32% as Excess Casualty Drives Portfolio Shift
  November 05, 2024 · BOW
• Black Stone Minerals (BSM) Q3 2024: $80M Acquisitions Expand Asset Base Despite Production Dip
  November 05, 2024 · BSM
• Arteris (AIP) Q3 2024: RPO Climbs 25% as AI and Automotive Demand Drive Record Pipeline
  November 05, 2024 · AIP
• Apple Hospitality REIT (APLE) Q3 2024: Share Repurchases Outpace $41M Asset Sales, Capitalizing on Cap Rate Spread
  November 05, 2024 · APLE
• Ballard Power Systems (BLDP) Q3 2024: 30% Cost Reduction Reshapes Hydrogen Roadmap Amid Backlog Reset
  November 05, 2024 · BLDP
• Boise Cascade (BCC) Q3 2024: $165M Share Repurchases Highlight Capital Flexibility Amid Margin Compression
  November 05, 2024 · BCC
• AQST Q3 2024: R&D Spend Up 66% as Anafilm and AQST-108 Pipeline Advance
  November 05, 2024 · AQST
• AVB Q3 2024: Development Starts Top $1B as Portfolio Repositioning Accelerates
  November 05, 2024 · AVB
• Bruker (BRKR) Q3 2024: China Orders Down 20%, Delaying Recovery Despite 16% Revenue Growth
  November 05, 2024 · BRKR
• AIG (AIG) Q3 2024: E&S Submissions Surge 35% as Underwriting Shift Drives Volatility Drop
  November 05, 2024 · AIG
• Builders FirstSource (BLDR) Q3 2024: Value-Added Products Hit 49% of Sales as Margin Normalization Nears End
  November 05, 2024 · BLDR
• Andersons (ANDE) Q3 2024: EBITDA Soars 38% as Renewables and Trade Drive Margin Expansion
  November 05, 2024 · ANDE
• Black Rifle Coffee (BRCC) Q3 2024: Wholesale Grows 17% YTD as Energy Launch Reframes Channel Strategy
  November 05, 2024 · BRCC
• AVNW Q1 2025: Gross Margin Falls to 23% as Tier 1 CapEx Drag Forces Guidance Reset
  November 05, 2024 · AVNW
• Broadridge (BR) Q1 2025: SIS Acquisition Adds 1% Growth, Powers Wealth Platform Expansion
  November 05, 2024 · BR