Latest Earnings Analysis

• NWPX (NWPX) Q2 2026: WTS Backlog Holds Above $420M as Margins Expand 360 bps
  July 31, 2026 · NWPX
• Huron (HURN) Q2 2026: AI-Driven Digital Bookings Up 20%+ as Outcome-Based Model Gains Scale
  July 31, 2026 · HURN
• Rivian (RIVN) Q2 2026: R2 Launch Drives 27% Revenue Jump, Sets Stage for Mass Market Expansion
  July 31, 2026 · RIVN
• Tempus AI (TEM) Q2 2026: FDA Approvals Set Stage for $400M Revenue Uplift by 2028
  July 31, 2026 · TEM
• Cullen/Frost Bankers (CFR) Q2 2026: Expansion Branches Fuel 38% Loan Growth, Margin Upside Holds
  July 31, 2026 · CFR
• Landmark Bancorp (LARK) Q2 2026: Core Deposits Rise $11M as Broker Funding Pullback Reshapes Balance Sheet
  July 31, 2026 · LARK
• Illumina (ILMN) Q2 2026: Clinical Consumables Up 15% as NovaSeq X Placements Exceed 95 Units
  July 31, 2026 · ILMN
• Exponent (EXPO) Q2 2026: User Research Study Expands to 4% of Net Revenue, AI Complexity Drives Multidisciplinary Demand
  July 31, 2026 · EXPO
• Edison International (EIX) Q2 2026: Wildfire Mitigation Drives $2.5B RAMP Investment, Guidance Reaffirmed Amid Legislative Uncertainty
  July 31, 2026 · EIX
• Farmland Partners (FPI) Q2 2026: AFFO Guidance Floor Rises as Loan Reserves and Asset Rotation Shape Outlook
  July 30, 2026 · FPI
• Escalade (ESCA) Q2 2026: $9.9M Tariff Refund Fuels Margin Expansion and Product Innovation
  July 30, 2026 · ESCA
• Sphere Entertainment (SPHR) Q2 2026: Sphere Segment Grows 30% as Content and Venue Expansion Accelerate
  July 30, 2026 · SPHR
• Civeo (CVEO) Q2 2026: $1.5B North American Bid Pipeline Anchors Growth Optionality
  July 30, 2026 · CVEO
• Agnico Eagle (AEM) Q2 2026: Shareholder Returns Surge 48% of Free Cash Flow as Growth Pipeline Accelerates
  July 30, 2026 · AEM
• Wave Life Sciences (WVE) Q2 2026: R&D Spend Climbs 18% as Obesity and RNA Editing Pipeline Expands
  July 30, 2026 · WVE
• Euronet Worldwide (EEFT) Q2 2026: Digital Accelerators Drive 35% Revenue Surge Amid Cross-Border Headwinds
  July 30, 2026 · EEFT
• Ranpak (PACK) Q2 2026: Automation Revenue Soars 139%, Reshaping Margin and Growth Profile
  July 30, 2026 · PACK
• ICON (ICLR) Q2 2026: Bookings Surge 24% as Pass-Throughs Drive Revenue Mix Shift
  July 30, 2026 · ICLR
• Public Storage (PSA) Q2 2026: NSA Integration Adds 1,100 Stores, Expanding Platform Reach and Operating Leverage
  July 30, 2026 · PSA
• Alaris Financial (ALRS) Q2 2026: Non-Performing Assets Drop 68%, Unlocking Credit Quality Upside
  July 30, 2026 · ALRS
• Colliers (CIGI) Q2 2026: Engineering Revenue Jumps 30% as Platform Integration Deepens
  July 30, 2026 · CIGI
• Invitation Homes (INVH) Q2 2026: $600M Buybacks Funded by Premium Dispositions Signal Capital Allocation Discipline
  July 30, 2026 · INVH
• California Water Service Group (REG) Q2 2026: CapEx Surges 23% on PFAS and Rate Case Tailwind
  July 30, 2026 · REG
• CWT Q2 2026: CapEx Surges 23% as Rate Case, PFAS, and M&A Drive 10%+ Rate Base Growth
  July 30, 2026 · CWT
• SunCoke Energy (SXC) Q2 2026: Industrial Services EBITDA Surges 347% on Phoenix Integration and Terminal Volume Spike
  July 30, 2026 · SXC
• CNX (CNX) Q2 2026: $40M Annual 45Z Credit Monetization Expands Low-Carbon Cash Flow Runway
  July 30, 2026 · CNX
• DLH (DLHC) Q3 2026: Cost Scaling Cuts $3.3M, Refocuses on Technology-Powered Growth
  July 30, 2026 · DLHC
• Churchill Downs (CHDN) Q2 2026: Nine Casino Sales Targeted as Derby Week Drives 84% Social Surge
  July 30, 2026 · CHDN
• Essex Property Trust (ESS) Q2 2026: Northern California Rents Surge 6.5%, Driving Up Full-Year Guidance
  July 30, 2026 · ESS
• Southern Company (SO) Q2 2026: Data Center Load Jumps 55%, Unlocking Multi-Gigawatt Growth Pipeline
  July 30, 2026 · SO
• CVR Energy (CVI) Q2 2026: RIN Costs Surge 125%, Squeezing Capture Despite Crack Spread Windfall
  July 30, 2026 · CVI
• Canada Goose (GOOS) Q1 2027: Lifestyle Categories Hit 40% of Revenue, Extending Beyond Outerwear Core
  July 30, 2026 · GOOS
• Terex (TEX) Q2 2026: Bookings Surge 25% as Backlog Hits $6.9B, Underpinning Guidance Raise
  July 30, 2026 · TEX
• Alnylam (ALNY) Q2 2026: Amvutra First-Line Penetration Drives 74% TTR Revenue Growth Amid Guidance Reset
  July 30, 2026 · ALNY
• Fathom Pharmaceuticals (PHAT) Q2 2026: Operating Profit Turns Positive as Revenue Jumps 88%, GI-First Strategy Delivers
  July 30, 2026 · PHAT
• Cactus (WHD) Q2 2026: Spoolable Technologies Orders Jump $80M, Triggering Capacity Expansion
  July 30, 2026 · WHD
• Upbound (UPBD) Q2 2026: Bridget Revenue Jumps 37% as ASEMA Margin Hits Five-Year High
  July 30, 2026 · UPBD
• WTW (WTW) Q2 2026: Propel AI Program Targets $400M Savings, Margin Path to 30%
  July 30, 2026 · WTW
• Yum! Brands (YUM) Q2 2026: Digital Mix Hits 61% as Pizza Hut Exit Reshapes Growth Playbook
  July 30, 2026 · YUM
• Titan International (TWI) Q2 2026: Consumer Segment Jumps 27% as Aftermarket Offsets Ag Weakness
  July 30, 2026 · TWI
• TriNet (TNET) Q2 2026: Attrition Drops 36% as Retention and AI Initiatives Drive Margin Upside
  July 30, 2026 · TNET
• Vericel (VCEL) Q2 2026: Macy Drives 23% Growth as $200M Buyback Signals Confident Cash Trajectory
  July 30, 2026 · VCEL
• Tyler Technologies (TYL) Q2 2026: SaaS Bookings Hit All-Time High as Cloud, AI, and Transactions Drive Strategic Leverage
  July 30, 2026 · TYL
• TAL (TAL) Q1 2027: Operating Margin Expands 15 Points as Offline and Device Businesses Scale
  July 30, 2026 · TAL
• Omnicell (OMCL) Q2 2026: Pipeline Expands to Record Levels as Titan XT Drives Broader Enterprise Engagement
  July 30, 2026 · OMCL
• OneWater Marine (ONEW) Q3 2026: Gross Margin Expands 70bps as Inventory Discipline Offsets 4% Revenue Decline
  July 30, 2026 · ONEW
• Madrigal Pharmaceuticals (MDGL) Q2 2026: ResDifera Patient Base Doubles, Underpinning $1.3B Trailing Sales Run-Rate
  July 30, 2026 · MDGL
• PATK Q2 2026: Marine Revenue Jumps 22% as Diversification Offsets RV Slump
  July 30, 2026 · PATK
• MYR Group (MYRG) Q2 2026: Backlog Surges 20% to $3.16B as Electrification Drives Multi-Year Pipeline
  July 30, 2026 · MYRG
• Piper Sandler (PIPR) Q2 2026: Advisory Revenues Surge 34% as Sector Breadth Drives Record First Half
  July 30, 2026 · PIPR