Latest Earnings Analysis

• BioVentus (BVS) Q2 2024: Organic Growth Accelerates to 14% as Core Portfolio Outpaces Market
  August 06, 2024 · BVS
• Bloomin’ Brands (BLMN) Q2 2024: Menu Value Push Drives $14.99 LTO as Traffic Remains Soft
  August 06, 2024 · BLMN
• Baxter (BAX) Q2 2024: Margin Expands 80bps as Novum and Pharma Drive 4% Growth
  August 06, 2024 · BAX
• Axon (AXON) Q2 2024: Software and Cloud Revenue Hits 39% Mix as AI Pipeline Tops $100M
  August 06, 2024 · AXON
• Black Stone Minerals (BSM) Q2 2024: $26.5M in New Mineral Acquisitions Extends Growth Runway
  August 06, 2024 · BSM
• Instacart (CART) Q2 2024: Advertising Revenue Climbs 11% as Emerging Brands Offset CPG Weakness
  August 06, 2024 · CART
• B&G Foods (BGS) Q2 2024: Spices & Flavor Solutions Grow 4.9% as Portfolio Refocus Accelerates
  August 06, 2024 · BGS
• American Public Education (APEI) Q2 2024: Rasmussen Enrollment Turns Positive, Margin Expansion in Focus
  August 06, 2024 · APEI
• Atlas Energy Solutions (AESI) Q2 2024: Dune Express Secures 9M Tons as Logistics Margin Outpaces Market
  August 06, 2024 · AESI
• Airbnb (ABNB) Q2 2024: App-Driven Nights Up 19% as Expansion Markets Outpace Core
  August 06, 2024 · ABNB
• ARKO (ARKO) Q2 2024: 40-Store Dealer Conversion Targets $2M Profit Uplift Amid Margin Volatility
  August 06, 2024 · ARKO
• Avis Budget Group (CAR) Q2 2024: $430M Fleet Holding Cost Drag Forces Aggressive Defleeting and Pricing Discipline
  August 06, 2024 · CAR
• AbCellera (ABCL) Q2 2024: Research Fee Revenue Falls 30% as Internal Pipeline Becomes Priority
  August 06, 2024 · ABCL
• Agilon Health (AGL) Q2 2024: MA Membership Up 38% as Prudent Cost Controls Offset Revenue Headwinds
  August 06, 2024 · AGL
• Applied Optoelectronics (AAOI) Q2 2024: 400G Data Center Revenue Doubles as CATV Ramp Drives 45% Sequential Growth Outlook
  August 06, 2024 · AAOI
• AdaptHealth (AHCO) Q2 2024: Sleep Revenue Climbs 6.5% as Portfolio Simplification and Tech Investments Accelerate
  August 06, 2024 · AHCO
• AHR Q2 2024: Shop NOI Jumps 49%, Margin Expansion Signals Durable Senior Housing Tailwind
  August 06, 2024 · AHR
• ATI (ATI) Q2 2024: $4.1B Backlog and 79% A&D Mix Signal Multi-Year Demand Tailwind
  August 06, 2024 · ATI
• AMC (AMC) Q2 2024: $2.45B Debt Extension Unlocks Margin Upside as Box Office Recovers
  August 05, 2024 · AMC
• BioCryst (BCRX) Q2 2024: Orladeyo Nears 20% U.S. Market Share as Paid Patient Base Hits 82% in Commercial Segment
  August 05, 2024 · BCRX
• BWXT (BWXT) Q2 2024: Commercial Nuclear Revenue Jumps 17% as SMR and Medical Pipelines Expand
  August 05, 2024 · BWXT
• Axsome Therapeutics (AXSM) Q2 2024: Avelity Prescriptions Surge 131% as Payer Access Expands by 22M Lives
  August 05, 2024 · AXSM
• BioMarin (BMRN) Q2 2024: Voxzogo Jumps 62% as Pipeline Focus Drives Margin Expansion
  August 05, 2024 · BMRN
• BioNTech (BNTX) Q2 2024: R&D Spend Surges 57% as Late-Stage Oncology Pipeline Accelerates
  August 05, 2024 · BNTX
• Ameresco (AMRC) Q2 2024: Project Backlog Surges 36%, Fueling Multi-Year Revenue Visibility
  August 05, 2024 · AMRC
• Arcturus Therapeutics (ARCT) Q2 2024: Revenue Jumps 376% on CSL Milestones, Japan Vaccine Launch in Focus
  August 05, 2024 · ARCT
• Alpha Metallurgical Resources (AMR) Q2 2024: Liquidity Climbs 25% as Market Weakness Drives Defensive Posture
  August 05, 2024 · AMR
• Farmer Mac (AGM) Q2 2024: Renewable Energy Outstandings Double as Loan Mix Drives Spread Resilience
  August 05, 2024 · AGM
• AES (AES) Q2 2024: Data Center Agreements Add 2.2 GW, Powering Utility Rate Base Upside
  August 02, 2024 · AES
• ArcBest (ARCB) Q1 2024: Core LTL Shipments Up 13% as Mix Shift Drives Margin Discipline
  August 02, 2024 · ARCB
• BrightSpring Health Services (BTSG) Q2 2024: Specialty Pharmacy Drives 40% Growth, Margin Upside Signals Strong Second Half
  August 02, 2024 · BTSG
• Arbor Realty Trust (ABR) Q2 2024: $1.05B Non-Performing Loans Mark Peak Stress, Agency Engine Shields Earnings
  August 02, 2024 · ABR
• AMH (AMH) Q2 2024: Core FFO Grows 8.5% as Development Pipeline Unlocks 11,000-Lot Expansion
  August 02, 2024 · AMH
• Ameren (AEE) Q2 2024: Data Center Commitments Add 335MW, Expanding Load Growth Visibility
  August 02, 2024 · AEE
• Asbury Automotive (ABG) Q2 2024: CDK Outage Drives $1.15 EPS Hit, Accelerates Tech Platform Pivot
  August 02, 2024 · ABG
• Arcosa (ACA) Q2 2024: Stavola Acquisition Doubles Construction Products EBITDA to 65% of Portfolio
  August 02, 2024 · ACA
• ARES (ARES) Q2 2024: $26B Deployment and 18% AUM Growth Signal Expanding Private Credit Dominance
  August 02, 2024 · ARES
• Banco Santander Chile (BSAC) Q2 2024: Net Income Jumps 81% as NIM Recovery Drives ROE Upgrade
  August 02, 2024 · BSAC
• Atmos Filtration Technologies (ATMU) Q2 2024: EBITDA Margin Expands 210bps as Aftermarket Share Gains Offset Market Weakness
  August 02, 2024 · ATMU
• ACCO (ACCO) Q2 2024: Gross Margin Expands 150bps as Cost Actions Offset 11% Sales Decline
  August 02, 2024 · ACCO
• Advance Six (ASIX) Q2 2024: Ammonium Sulfate Pricing Up 25% as Sulfur Nutrition Demand Lifts Margin Outlook
  August 02, 2024 · ASIX
• ACT (ACT) Q2 2024: Reserve Release Drives $77M Upside, Capital Return Range Raised
  August 01, 2024 · ACT
• Acres Commercial Realty (ACR) Q2 2024: $125M FSU Asset Nears Monetization as Loan Portfolio Shrinks $62M
  August 01, 2024 · ACR
• Ardelyx (ARDX) Q2 2024: Exposa Revenue Surges 145%, Raising Stakes in Medicare Access Fight
  August 01, 2024 · ARDX
• AMTX Q2 2024: Regulatory Tailwinds Set Stage for $50M+ Cash Flow Upswing in 2025
  August 01, 2024 · AMTX
• Antero Midstream (AM) Q2 2024: $70M Marcellus Bolt-On Adds 5% EBITDA, Accelerates Buyback Path
  August 01, 2024 · AM
• Amazon (AMZN) Q2 2024: AWS Backlog Climbs 19% as Multi-Layer AI Strategy Fuels Demand
  August 01, 2024 · AMZN
• Booking Holdings (BKNG) Q2 2024: Merchant Mix Jumps 10 Points, Accelerating Platform Shift
  August 01, 2024 · BKNG
• DMC Global (BOOM) Q2 2024: Arcadia Gross Margin Jumps 600bps Amid Construction Slowdown
  August 01, 2024 · BOOM
• AMETEK (AME) Q2 2024: Core Margins Expand 180bps Despite 10% Paragon Sales Decline
  August 01, 2024 · AME