Latest Earnings Analysis

• Amkor Technology (AMKR) Q3 2024: 2.5D Capacity Quadruples Revenue, AI and Wearables Offset Communication Headwinds
  October 28, 2024 · AMKR
• Bank of Marin (BMRC) Q3 2024: Net Interest Margin Expands by 18bps as Deposit Costs Turn Lower
  October 28, 2024 · BMRC
• Alliance Resource Partners (ARLP) Q3 2024: 5.9M Tons Added to 2025 Order Book as Cost Pressures Persist
  October 28, 2024 · ARLP
• Bank of Hawaii (BOH) Q3 2024: Net Interest Margin Rises 3 bps as Deposit Mix Stabilizes
  October 28, 2024 · BOH
• Agilysys (AGYS) Q2 2025: Book4Time Acquisition Expands Customer Base by 30%, Unlocks Cross-Sell Upside
  October 28, 2024 · AGYS
• Acadia Realty Trust (AKR) Q3 2024: $270M Street Retail Acquisitions Signal Multi-Year Growth Inflection
  October 28, 2024 · AKR
• Byline Bancorp (BY) Q3 2024: Deposits Rise 8.2% as Franchise Scales for Chicago Market Share
  October 25, 2024 · BY
• Balchem (BCPC) Q3 2024: Human Nutrition and Health Drives 5.4% Segment Growth, Margin Expansion Signals Mix Shift
  October 25, 2024 · BCPC
• AutoNation (AN) Q3 2024: After-Sales Gross Profit Hits 50% of Total, Portfolio Pruning Unlocks $150M
  October 25, 2024 · AN
• BayFirst Financial (BAFN) Q3 2024: Deposit Base Climbs 13% as SBA Loan Origination Slows
  October 25, 2024 · BAFN
• Aptar (ATR) Q3 2024: Pharma Royalty Revenue Grows, Margins Hit 23% High as Closures Rebounds
  October 25, 2024 · ATR
• AON (AON) Q3 2024: NFP Adds 26M EBITDA as Margin Expansion Hits 70bps
  October 25, 2024 · AON
• Barrick Gold (GOLD) Q3 2024: Free Cash Flow Climbs 24% as Margin Discipline Offsets Cost Pressures
  October 25, 2024 · B
• Booz Allen Hamilton (BAH) Q2 2025: Backlog Surges 18% to $41B, Fueling Multi-Year Growth Visibility
  October 25, 2024 · BAH
• Avantor (AVTR) Q3 2024: Free Cash Flow Guidance Raised 20% as Bioprocessing Orders Accelerate
  October 25, 2024 · AVTR
• Amerant Bank (AMTB) Q3 2024: $551M Securities Repositioning Reshapes Balance Sheet for 2025
  October 24, 2024 · AMTB
• Allegion (ALLE) Q3 2024: Margin Expands 100bps on Stable Institutional Demand, Capital Deployment Accelerates
  October 24, 2024 · ALLE
• AllianceBernstein (AB) Q3 2024: Private Markets AUM Climbs 11% as Fee Rate Stabilizes
  October 24, 2024 · AB
• AppFolio (APPF) Q3 2024: Operating Margin Jumps 13 Points as AI and Resident Experience Drive Platform Expansion
  October 24, 2024 · APPF
• Carrier (CARR) Q3 2024: Organic Orders Surge 20% as Portfolio Transformation Nears Completion
  October 24, 2024 · CARR
• Amalgamated Financial (AMAL) Q3 2024: Political Deposits Peak at $2B, Elevating Balance Sheet Flexibility
  October 24, 2024 · AMAL
• Ardagh Metal Packaging (AMBP) Q3 2024: Adjusted EBITDA Jumps 15% as Europe Outpaces Americas
  October 24, 2024 · AMBP
• ADT (ADT) Q3 2024: Bulk Account Acquisition Adds 49,000 Subscribers, Sharpening Core Recurring Revenue Focus
  October 24, 2024 · ADT
• Bridgewater Bank (BWB) Q3 2024: Core Deposits Up 14%, Margin Expansion Set for 2025
  October 24, 2024 · BWB
• Arthur J. Gallagher (AJG) Q3 2024: Brokerage Margin Expands 137bps as Organic Growth Steadies
  October 24, 2024 · AJG
• Armour Residential REIT (ARR) Q3 2024: Leverage Rises to 8.6x as Fed Easing Steepens Yield Curve
  October 24, 2024 · ARR
• Associated Banc-Corp (ASB) Q3 2024: Core Deposits Rise 2% as Commercial Lending Pipeline Expands
  October 24, 2024 · ASB
• Ameriprise Financial (AMP) Q3 2024: WRAP Flows Surge 50%, Solidifying Wealth Platform Upside
  October 24, 2024 · AMP
• BFH Q3 2024: $262M Convertible Repurchase Accelerates Deleveraging, Margin Headwinds Persist
  October 24, 2024 · BFH
• AmeriSafe (AMSF) Q3 2024: Special Dividend Signals $3 Per Share Payout Amid 8.8% Premium Growth
  October 24, 2024 · AMSF
• BELFA Q3 2024: Connectivity Up 7.6% as Enercon Acquisition Shifts Growth Strategy
  October 24, 2024 · BELFA
• American Airlines (AAL) Q3 2024: $1.5B Corporate Revenue Gap Narrows as Agency Wins Accelerate Recovery
  October 24, 2024 · AAL
• Brunswick (BC) Q3 2024: Recurring Revenue Powers 70% of Operating Earnings Amid 20% Sales Decline
  October 24, 2024 · BC
• BWMX Q3 2024: Gross Margin Set to Rebound to 58%+ as Category Expansion Scales
  October 24, 2024 · BWMX
• CACI (CACI) Q1 2025: Backlog Climbs 21% to $32.4B, Locking in Multi-Year Visibility
  October 24, 2024 · CACI
• Business First Bancshares (BFST) Q3 2024: Core NIM Expands 12bps, Oakwood Acquisition Elevates Texas Exposure to 42%
  October 24, 2024 · BFST
• Alkermes (ALKS) Q3 2024: $200M EBITDA Reset Signals Royalty Cliff, Proprietary Portfolio Now Core Growth Driver
  October 24, 2024 · ALKS
• Altisource (ASPS) Q3 2024: Renovation Revenue Jumps to $1.5M, Diversifying Amid Default Market Weakness
  October 24, 2024 · ASPS
• Boyd Gaming (BYD) Q3 2024: $202M Buyback and Treasure Chest Ramp Highlight Disciplined Expansion
  October 24, 2024 · BYD
• Applied Industrial Technologies (AIT) Q1 2025: Free Cash Flow Doubles, Automation Orders Lead Segment Recovery
  October 24, 2024 · AIT
• Pathward Financial (CASH) Q4 2024: Net Interest Margin Expands to 6.66% as Asset Rotation Drives Yield Upside
  October 23, 2024 · CASH
• Boeing (BA) Q3 2024: $5.6B in Pre-Tax Charges Underscore Deep Defense and Commercial Headwinds
  October 23, 2024 · BA
• BPOP Q3 2024: Loan Growth Adds $603M, But Deposit Outflows Delay 14% ROTCE Ambition
  October 23, 2024 · BPOP
• Align Technology (ALGN) Q3 2024: Systems & Services Revenue Jumps 16%, Offsetting U.S. Ortho Weakness
  October 23, 2024 · ALGN
• Avery Dennison (AVY) Q3 2024: Intelligent Labels Up Mid-Teens, Kroger RFID Rollout Signals Food Market Inflection
  October 23, 2024 · AVY
• Boston Scientific (BSX) Q3 2024: EP Sales Surge 177% as PFA Adoption Outpaces Expectations
  October 23, 2024 · BSX
• Agri Realty (ADC) Q3 2024: $470M Forward Equity Raised Powers Record Acquisition Pipeline
  October 23, 2024 · ADC
• Amphenol (APH) Q3 2024: IT Datacom Surges 60%, Fueling Record Margins and Broad-Based Growth
  October 23, 2024 · APH
• Brandywine Realty Trust (BDN) Q3 2024: $150M Disposition Target Lifts Liquidity, Development Drag Weighs on Near-Term Earnings
  October 23, 2024 · BDN
• Baker Hughes (BKR) Q3 2024: EBITDA Margin Hits 17.5% as Aftermarket Services Drive Structural Upside
  October 23, 2024 · BKR