Latest Earnings Analysis

• Atlantic Union (AUB) Q3 2024: $1.6B Sandy Spring Deal Targets 23% EPS Accretion, CRE De-Risking in Focus
  October 22, 2024 · AUB
• A.O. Smith (AOS) Q3 2024: China Sales Down 17%, Forcing Margin Realignment and Portfolio Focus
  October 22, 2024 · AOS
• Bank of California (BANC) Q3 2024: Net Interest Margin Expands 13bps as Balance Sheet Overhaul Accelerates
  October 22, 2024 · BANC
• BankUnited (BKU) Q3 2024: Margin Expands 9% as Deposit Costs Fall, CRE Exposure Stays Contained
  October 22, 2024 · BKU
• AGNC (AGNC) Q3 2024: Hedge Ratio Drops to 72% as Portfolio Shifts to Long-Dated Treasuries
  October 22, 2024 · AGNC
• BOK Financial (BOKF) Q3 2024: Fee Revenue Hits 40% of Mix as Deposit Growth Outpaces Loans
  October 22, 2024 · BOKF
• American Express (AXP) Q3 2024: Card Fee Revenue Jumps 18% as Premium Refresh Strategy Scales
  October 18, 2024 · AXP
• Ally Financial (ALLY) Q3 2024: Retail Auto Net Charge-Offs Rise to 2.24%, Extending Credit Normalization Timeline
  October 18, 2024 · ALLY
• Autoliv (ALV) Q3 2024: China OEM Sales Jump 18% as Regional Mix Pressure Persists
  October 18, 2024 · ALV
• Acme United (ACU) Q3 2024: Ex-Camillus Sales Rise 4% as Supply Diversification Mitigates Tariff Risk
  October 18, 2024 · ACU
• BMI Q3 2024: SaaS Revenue Jumps 35% as BlueEdge Drives Utility Tech Adoption
  October 17, 2024 · BMI
• BANR Q3 2024: Core Deposits Rise to 89%, Underpinning Margin Stability Amid Rate Cuts
  October 17, 2024 · BANR
• Alcoa (AA) Q3 2024: $525M Cost Savings Unlocks Margin Flexibility Amid Alumina Tightness
  October 16, 2024 · AA
• Abbott (ABT) Q3 2024: MedTech Surges 13% as Libre, Structural Heart Drive Portfolio Momentum
  October 16, 2024 · ABT
• ASML (ASML) Q3 2024: 2025 Revenue Guide Cut to €30–35B as EUV Shipments Fall Below 50 Units
  October 16, 2024 · ASML
• ARIES Technology (AERT) Q1 2025: SG&A Spikes 457% as Cost Realignment Takes Center Stage
  October 16, 2024 · AERT
• America Movil (AMX) Q3 2024: Postpaid Adds Top 1.4M as Fiber Penetration Hits 84%
  October 16, 2024 · AMX
• Bank of America (BAC) Q3 2024: Fee Revenue Surges 13% as NII Inflects, Setting Up 2025 Operating Leverage
  October 15, 2024 · BAC
• Citi (C) Q3 2024: Fee Revenue Climbs 12% as Transformation Yields Broad-Based Operating Leverage
  October 15, 2024 · C
• BlackRock (BLK) Q3 2024: Net Inflows Reach $221B as Private Markets and Tech Drive Margin Expansion
  October 11, 2024 · BLK
• Bank7 (BSVN) Q3 2024: Dividend Payout Raised 40% as Capital Excess Hits $98M
  October 11, 2024 · BSVN
• Aehr (AEHR) Q1 2025: WaferPak Revenue Hits 92% of Sales as Market Diversification Accelerates
  October 10, 2024 · AEHR
• Bassett Furniture (BSET) Q3 2024: Gross Margin Rises 140bps Despite 13% Revenue Drop
  October 10, 2024 · BSET
• AZZ (AZZ) Q2 2025: EBITDA Margins Top 31.7% in Metal Coatings as Productivity Gains Outpace Cost Pressures
  October 10, 2024 · AZZ
• Applied Digital (APLD) Q1 2025: Cloud Services Revenue Jumps 67% as Hyperscaler Demand Accelerates
  October 09, 2024 · APLD
• BYRN Q3 2024: DTC Channel Hits 74% of Sales, Advertising Engine Fuels 194% Revenue Surge
  October 09, 2024 · BYRN
• Aviat Networks (AVNW) Q4 2024: Pasolink Adds $25M, Driving 67% International Surge
  October 07, 2024 · AVNW
• Apogee (APOG) Q2 2025: UW Solutions Deal Adds $100M Revenue Engine, Margin Outperformance Persists
  October 04, 2024 · APOG
• AngioDynamics (ANGO) Q1 2025: MedTech Mix Hits 41% of Revenue, Powering Margin Shift
  October 03, 2024 · ANGO
• ConAgra Brands (CAG) Q1 2025: Meat Snack Volumes Up, $27M Hebrew National Hit Clouds Topline
  October 02, 2024 · CAG
• Acuity Brands (AYI) Q4 2024: Intelligent Spaces Jumps 17% as Margin Expansion Accelerates
  October 01, 2024 · AYI
• BlackBerry (BB) Q2 2025: Operating Expenses Down 24% as Cost Discipline Drives Profitability Inflection
  September 26, 2024 · BB
• AYTU Q4 2024: ADHD Scripts Climb 26% as Pediatric Recovery Signals Portfolio Rebound
  September 26, 2024 · AYTU
• Accenture (ACN) Q4 2024: $81B Bookings Signal Large-Scale Transformation Demand Into FY25
  September 26, 2024 · ACN
• AutoZone (AZO) Q4 2024: Mega Hubs Climb to 109 as Commercial Sales Hit $1.7B
  September 24, 2024 · AZO
• AAR (AIR) Q1 2025: Margin Expands 180bps as Distribution Outpaces USM Drag
  September 23, 2024 · AIR
• Alliance Entertainment (AENT) Q4 2024: Gross Margin Expands 270bps as Cost Structure Transforms
  September 19, 2024 · AENT
• Astronova (ALOT) Q2 2025: T&M Segment Soars 37% as MTEX Integration Delays Margin Ramp
  September 16, 2024 · ALOT
• Caleres (CAL) Q2 2024: ERP Disruption Drives $10-15M Lost Sales, Boots and Sneakers Key to Back Half Recovery
  September 12, 2024 · CAL
• ADS-TEC Energy (ADSE) Q4 2024: Service Revenue Triples, Multi-Revenue Model Gains Traction
  September 12, 2024 · ADSE
• Adobe (ADBE) Q3 2024: Firefly Generations Surpass 12B, Accelerating AI Monetization Path
  September 12, 2024 · ADBE
• Academy Sports (ASO) Q2 2024: New Store Cohorts Drive Positive Comps as $48M Headwinds Mask Underlying Progress
  September 10, 2024 · ASO
• Mission Produce (AVO) Q3 2024: Avocado Pricing Surges 36% as California Share Hits 30%
  September 09, 2024 · AVO
• ABM (ABM) Q3 2024: Technical Solutions Up 25% as Microgrid and Data Center Bets Accelerate
  September 06, 2024 · ABM
• Brady (BRC) Q4 2024: Gross Margin Rises 80bps as R&D, Asia Growth, and GraviTech Integration Sharpen Edge
  September 06, 2024 · BRC
• American Outdoor Brands (AOUT) Q1 2025: Outdoor Lifestyle Drives 21% International Growth as Shooting Sports Softens
  September 05, 2024 · AOUT
• Broadcom (AVGO) Q3 2024: VMware Drives 200% Software Surge as AI Revenue Hits $12B Run-Rate
  September 05, 2024 · AVGO
• Casey’s (CASY) Q1 2025: Store Growth Target Rises to 500 as Fikes Deal Expands Sunbelt Reach
  September 05, 2024 · CASY
• Braze (BRZE) Q2 2025: $690M RPO Signals Expanding Enterprise Commitment Amid Macro Pressure
  September 05, 2024 · BRZE
• C3.ai (AI) Q1 2025: 117% Pilot Surge Signals Expanding Enterprise AI Adoption
  September 04, 2024 · AI