Latest Earnings Analysis

• ATNI Q3 2024: $35M Goodwill Impairment Underscores U.S. Telecom Reset
  October 30, 2024 · ATNI
• Blackbaud (BLKB) Q3 2024: EverFi Down 26%, Social Sector Resilience Drives 6.6% Growth
  October 30, 2024 · BLKB
• ASM (ASM) Q3 2024: Orders Surge 30% as Gate-All-Around Ramp Drives 2025 Visibility
  October 30, 2024 · ASM
• BXC Q3 2024: Specialty Volumes Rise Amid 19% Margin, Deflation Headwinds Persist
  October 30, 2024 · BXC
• Arvinas (ARVN) Q3 2024: Novartis Deal Adds $76.7M Revenue as Phase 3 VetDeg Data Nears Inflection
  October 30, 2024 · ARVN
• BrightSpire Capital (BRSP) Q3 2024: $675M CLO Unlocks Lending Capacity as Portfolio Resets
  October 30, 2024 · BRSP
• BXP (BXP) Q3 2024: Leasing Volume Up 25% YTD, Premier Workplaces Outperform as Transaction Pipeline Grows
  October 30, 2024 · BXP
• AirCap (AER) Q3 2024: 27% Gain on Sales Signals Asset Scarcity Tailwind Through Decade End
  October 30, 2024 · AER
• BG Q3 2024: $600M Buyback and Viterra Integration Fuel Strategic Reset
  October 30, 2024 · BG
• Santander (BSAC) Q3 2024: Efficiency Ratio Improves 229bps as Platform Scale Drives Operating Leverage
  October 30, 2024 · BSAC
• Axalta (AXTA) Q3 2024: EBITDA Margin Expands 220bps as Transformation Accelerates A Plan
  October 30, 2024 · AXTA
• Avanos Medical (AVNS) Q3 2024: Digestive Health Grows 6% as Transformation Offsets Pain Portfolio Setbacks
  October 30, 2024 · AVNS
• Advanced Energy (AEIS) Q3 2024: Data Center Revenue Jumps 18% as AI Demand Accelerates
  October 30, 2024 · AEIS
• Bio-Rad (BIO) Q3 2024: Clinical Diagnostics Up 6%, Process Chrome Destocking Persists Into 2025
  October 30, 2024 · BIO
• Excel Entertainment (ACEL) Q3 2024: Nebraska Hold Per Day Jumps 17% as Route Optimization Accelerates
  October 30, 2024 · ACEL
• Booking Holdings (BKNG) Q3 2024: Alternative Accommodations Mix Climbs to 35% as Asia Drives Growth
  October 30, 2024 · BKNG
• BHE Q3 2024: Semi-Cap Revenue Jumps 13% as Margin Expansion Hits 16-Quarter Streak
  October 30, 2024 · BHE
• Amgen (AMGN) Q3 2024: Pipeline-Driven R&D Spend Rises 35% as Meritide, Rare Disease, and Biosimilars Expand Growth Levers
  October 30, 2024 · AMGN
• AMH (AMH) Q3 2024: $480M Portfolio Buy Adds 1,700 Homes, Reinforcing Scale-Driven Yield Strategy
  October 30, 2024 · AMH
• Bausch Health (BHC) Q3 2024: Operating Cash Flow Jumps 75% as Portfolio Diversification Drives Guidance Hike
  October 30, 2024 · BHC
• Biogen (BIIB) Q3 2024: Pipeline Peak Sales Targeted at $14B, Offsetting 3% Core Pharma Decline
  October 30, 2024 · BIIB
• Aurora (AUR) Q3 2024: $483M Capital Raise Extends Runway, Driverless Launch Set for April
  October 30, 2024 · AUR
• Avnet (AVT) Q1 2025: Asia Sales Jump 14% as Western Weakness Extends Downturn
  October 30, 2024 · AVT
• Ameren (AMRN) Q3 2024: European Revenue Jumps $3.5M as U.S. Generic Pressures Mount
  October 30, 2024 · AMRN
• Amwell (AMWL) Q3 2024: Subscription Revenue Set for High-Single Digit Q4 Step-Up as Platform Model Gains Traction
  October 30, 2024 · AMWL
• ADP (ADP) Q1 2025: Workforce Software Acquisition Drives 1% Revenue Guidance Lift, Expands Global HCM Reach
  October 30, 2024 · ADP
• Allegiant (ALGT) Q3 2024: MAX Fuel Savings to Add $2M EBITDA per Aircraft as Utilization Rebounds
  October 30, 2024 · ALGT
• Alchemy Technology (ALKT) Q3 2024: Data Product Attach Rate Climbs to 75%, Fueling Cross-Sell Momentum
  October 30, 2024 · ALKT
• AbbVie (ABBV) Q3 2024: Ex-Humira Platform Grows 18% as Pipeline and Portfolio Reshape Post-LOE Trajectory
  October 30, 2024 · ABBV
• ATEC (ATEC) Q3 2024: Operating Expense Flat for 3 Quarters as Cash Burn Drops 50%
  October 30, 2024 · ATEC
• American Assets Trust (AAT) Q3 2024: $525M Bond Locks In Liquidity, Retail Rents Hit All-Time High
  October 30, 2024 · AAT
• American Tower (AMT) Q3 2024: CoreSite Backlog Surges 75%, Accelerating Data Center Growth Trajectory
  October 29, 2024 · AMT
• Armstrong World Industries (AWI) Q3 2024: Architectural Specialties Jump 32% as Margin Expansion Accelerates
  October 29, 2024 · AWI
• Calix (CALX) Q3 2024: RPOs Jump 35% as Platform Expansion Drives Multi-Year Growth Visibility
  October 29, 2024 · CALX
• BP (BP) Q3 2024: Upstream Output Rises 3% as Portfolio High-Grading Drives Cash Focus
  October 29, 2024 · BP
• Brown & Brown (BRO) Q3 2024: Programs Segment Delivers 22.8% Organic Growth as Diversification Drives Margin Expansion
  October 29, 2024 · BRO
• AMD (AMD) Q3 2024: Data Center Revenue Surges 122% as GPU Ramp Recasts Segment Mix
  October 29, 2024 · AMD
• Asbury Automotive (ABG) Q3 2024: Stellantis Volume Down 30%, Margin Resilience Offsets Brand Headwinds
  October 29, 2024 · ABG
• BRX Q3 2024: $47M New Rent Commenced Drives Multi-Year Growth Visibility
  October 29, 2024 · BRX
• Alignment Healthcare (ALHC) Q3 2024: Membership Surges 58% as Stars Ratings Lock in Multi-Year Margin Tailwind
  October 29, 2024 · ALHC
• Allison Transmission (ALSN) Q3 2024: North America On-Highway Surges 22%, Fueling Guidance Raise and Global Expansion
  October 29, 2024 · ALSN
• Atomera (ATOM) Q3 2024: $17M Cash Supports Multi-Segment MST Pipeline as ST Moves Toward Production
  October 29, 2024 · ATOM
• Cheesecake Factory (CAKE) Q3 2024: Margin Expands 180bps as Portfolio Drives 17 New Openings
  October 29, 2024 · CAKE
• Bankwell Financial (BWFG) Q3 2024: $168M Brokered Deposit Reduction Signals Funding Mix Inflection
  October 29, 2024 · BWFG
• CAC Q3 2024: Net Interest Margin Expands 10bps as Northway Deal Sets Stage for Regional Scale
  October 29, 2024 · CAC
• ATI (ATI) Q3 2024: $90M Sales Shortfall Highlights Supply Chain Drag, Margin Expansion Holds
  October 29, 2024 · ATI
• BioMarin (BMRN) Q3 2024: Voxogo Drives 54% Revenue Growth, Accelerates Global Skeletal Franchise
  October 29, 2024 · BMRN
• AtriCure (ATRC) Q3 2024: Pain Management Franchise Grows 36%, Fueling Cash Generation and Portfolio Expansion
  October 29, 2024 · ATRC
• AESI Q3 2024: Dune Express Nears Launch as $50M CapEx Reshapes Atlas Margin Playbook
  October 29, 2024 · AESI
• Boot Barn (BOOT) Q2 2025: New Store Count Rises 15%, Doubling Expansion Path
  October 28, 2024 · BOOT