Latest Earnings Analysis

• Black Hills (BKH) Q2 2024: Data Center Load to Top 10% of EPS by 2028, Transmission Build Accelerates
  August 01, 2024 · BKH
• Antero Resources (AR) Q2 2024: NGL Premiums Drive $60M Uplift, Exposing LNG Corridor Advantage
  August 01, 2024 · AR
• Arrow Electronics (ARW) Q2 2024: Bookings Accelerate as Inventory Falls $1.2B, Signaling Cycle Trough
  August 01, 2024 · ARW
• Bio-Rad (BIO) Q2 2024: Process Chromatography Declines 16%, Margin Expansion Offsets Life Science Drag
  August 01, 2024 · BIO
• Belden (BDC) Q2 2024: Broadband Orders Jump 18% as Fiber Portfolio Expands
  August 01, 2024 · BDC
• BDX Q3 2024: Operating Margin Surges 220bps as BD Excellence Drives Structural Gains
  August 01, 2024 · BDX
• APA (APA) Q2 2024: Permian Oil Mix Jumps to 46%, Unlocking $300M Cash Flow Sensitivity
  August 01, 2024 · APA
• Biogen (BIIB) Q2 2024: Core Pharma Grows 5% as New Launches Offset MS Decline
  August 01, 2024 · BIIB
• Air Products (APD) Q3 2024: Green Hydrogen Deal Locks 15-Year Demand, Margins Hit 42%
  August 01, 2024 · APD
• Braemar Hotels (BHR) Q2 2024: $165M Asset Sale and 22% Group Revenue Surge Signal Sharper Capital Focus
  August 01, 2024 · BHR
• Bausch Health (BHC) Q2 2024: Solta Asia Revenue Doubles, Diversification Urgency Rises
  August 01, 2024 · BHC
• ASUR Q2 2024: Recurring Revenue Mix Hits 96% as ERTC Headwinds Fade
  August 01, 2024 · ASUR
• Bandwidth (BAND) Q2 2024: Messaging Revenue Jumps 33% as Maestro Wins Large Enterprise Deals
  August 01, 2024 · BAND
• Camtek (CAMT) Q2 2024: HPC Orders Drive 40% Revenue Surge, Visibility Extends Into 2025
  August 01, 2024 · CAMT
• Astronics (ATRO) Q2 2024: Backlog Hits $633M, Underpinning Aerospace Demand Recovery
  August 01, 2024 · ATRO
• Apollo (APO) Q2 2024: $39B Inflows Signal Private Credit and Origination Scale Advantage
  August 01, 2024 · APO
• American Water Works (AWK) Q2 2024: $266M Rate Wins and 8.5% EPS Growth Guidance Signal Regulatory and Capital Allocation Pivot
  August 01, 2024 · AWK
• Aurinia (AUPH) Q2 2024: Patient Base Grows 22% as Cash Flow Turns Positive
  August 01, 2024 · AUPH
• AXTI (AXTI) Q2 2024: Indium Phosphide Revenue Climbs 67% as AI Demand Reshapes Segment Mix
  August 01, 2024 · AXTI
• Alnylam (ALNY) Q2 2024: TTR Franchise Grows 37%, Helios B Data Sets Up Cardiomyopathy Launch
  August 01, 2024 · ALNY
• Appian (APPN) Q2 2024: Cloud Subscription Revenue Retention Climbs to 118% as Profitability Timeline Accelerates
  August 01, 2024 · APPN
• Allstate (ALL) Q2 2024: Auto Combined Ratio Improves 12.4 Points as Growth Investments Accelerate
  August 01, 2024 · ALL
• Cable One (CABO) Q2 2024: Fiber Overbuild Hits 42% as Growth Plan Prioritizes Subscriber Gains
  August 01, 2024 · CABO
• Alignment Healthcare (ALHC) Q2 2024: Membership Surges 56%, SG&A Leverage Drives Margin Resilience
  August 01, 2024 · ALHC
• Allegro MicroSystems (ALGM) Q1 2025: Automotive Drives 12% Sequential Recovery as Sanken Stake Drops to 33%
  August 01, 2024 · ALGM
• Alamo Group (ALG) Q2 2024: Industrial Equipment Orders Jump 10% as Vegetation Weakness Drives Restructuring
  August 01, 2024 · ALG
• Albemarle (ALB) Q2 2024: $200M–$300M CapEx Cut Signals Deeper Cost Discipline Amid Lithium Price Pressure
  August 01, 2024 · ALB
• Beezer Homes (BZH) Q3 2024: Lot Pipeline Surges 25% as Community Expansion Drives 2025 Growth Setup
  August 01, 2024 · BZH
• Ball (BALL) Q2 2024: $800M Buybacks and 2.8% Can Volume Growth Signal Operating Leverage Upside
  August 01, 2024 · BALL
• APTV (APTV) Q2 2024: $5B Buyback Signals Undervaluation Despite 2% Revenue Decline
  August 01, 2024 · APTV
• Arteris (AIP) Q2 2024: RPO Climbs 19% as AI and Automotive Design Starts Sustain Pipeline Strength
  August 01, 2024 · AIP
• AIG (AIG) Q2 2024: $1.3B New Commercial Business Signals Structural Growth Pivot
  August 01, 2024 · AIG
• Apple (AAPL) Q3 2024: Services Jump 14% as AI Push Reshapes Ecosystem
  August 01, 2024 · AAPL
• AAON (AAON) Q2 2024: Data Center Backlog Soars 23%, Fueling Segment Expansion
  August 01, 2024 · AAON
• Peabody (BTU) Q2 2024: Centurion Mine Extends 25-Year Life, $100M Buyback Ups Capital Return Pace
  August 01, 2024 · BTU
• Agios (AGIO) Q2 2024: $905M Royalty Monetization Secures Launch Funding for Thalassemia and Sickle Cell Pipeline
  August 01, 2024 · AGIO
• AFLAC (AFL) Q2 2024: Sumitas Launch Lifts Japan Sales 4.5%, Underpins Cross-Sell Strategy
  August 01, 2024 · AFL
• Arbutus Biopharma (ABUS) Q2 2024: 40% Workforce Cut Extends Cash Runway as Phase IIb HBV Focus Intensifies
  August 01, 2024 · ABUS
• AirCap (AER) Q2 2024: Unlevered Asset Sale Margins Surge to 20% as Aircraft Scarcity Drives Premiums
  August 01, 2024 · AER
• Bright Horizons (BFAM) Q2 2024: Backup Care Revenue Jumps 15% as Segment Mix Drives Margin Upside
  August 01, 2024 · BFAM
• BrightView (BV) Q3 2024: Customer Retention Up 150bps, Unlocking Margin Expansion Path
  August 01, 2024 · BV
• Agnico Eagle (AEM) Q2 2024: Free Cash Flow Surges 80% as Capital Discipline Anchors Growth Pipeline
  August 01, 2024 · AEM
• AVB Q2 2024: Development Starts Climb to $1.05B as Portfolio Repositioning Accelerates
  August 01, 2024 · AVB
• ADT (ADT) Q2 2024: Free Cash Flow Climbs 14% as ADT Plus Platform Scales Nationwide
  August 01, 2024 · ADT
• Acadia Healthcare (ACHC) Q2 2024: 1,200 New Bed Additions Set Stage for 2025 Growth Surge
  August 01, 2024 · ACHC
• Adaptive Biotechnologies (ADPT) Q2 2024: MRD Revenue Up 36% as Pharma Bookings and Cost Discipline Reshape Trajectory
  August 01, 2024 · ADPT
• Axalta (AXTA) Q2 2024: EBITDA Margin Expands 400bps as Margin Stabilization Unlocks Growth Levers
  August 01, 2024 · AXTA
• ACI Worldwide (ACIW) Q2 2024: Biller Segment Surges 13%, Anchoring Upward Guidance Revision
  August 01, 2024 · ACIW
• ACLS Q2 2024: Silicon Carbide Drives 98% System Revenue as Power Segment Outpaces IGBT Slowdown
  August 01, 2024 · ACLS
• BorgWarner (BWA) Q2 2024: Margin Rises to 10.4% as $100M E-Propulsion Cost Reset Drives Profitability
  July 31, 2024 · BWA