Latest Earnings Analysis

• Ashford Hospitality Trust (AHT) Q2 2024: $310M Asset Sales Accelerate Deleveraging, Group Pace Up 20%
  July 31, 2024 · AHT
• ArchRock (AROC) Q2 2024: TOPS Acquisition Adds 30% Permian Capacity, Ignites Earnings Accretion
  July 31, 2024 · AROC
• Broadstone Net Lease (BNL) Q2 2024: $307M Build-to-Suit Pipeline Reshapes Portfolio for Higher Yield
  July 31, 2024 · BNL
• Ardmore Shipping (ASC) Q2 2024: Spot Market Drives $41,400 MR Day Rates as Fleet Modernization Accelerates
  July 31, 2024 · ASC
• ADP (ADP) Q4 2024: Employer Services Margin Expands 220bps, Underscoring Distribution Edge
  July 31, 2024 · ADP
• Amwell (AMWL) Q2 2024: Gross Margin Jumps 660bps on DHA Ramp, Paving Path to 2026 Breakeven
  July 31, 2024 · AMWL
• BBSI (BBSI) Q2 2024: 4% Worksite Employee Growth Signals Client Recovery Momentum
  July 31, 2024 · BBSI
• BXP (BXP) Q2 2024: Leasing Volume Jumps 41% as Premier Segment Drives Occupancy Trajectory
  July 31, 2024 · BXP
• Bally’s (BALY) Q2 2024: North America Interactive Jumps 95% as Chicago Funding Secured
  July 31, 2024 · BALY
• BXC Q2 2024: Specialty Margins Hold at 19% Despite 6% Price Deflation
  July 31, 2024 · BXC
• Blackbaud (BLKB) Q2 2024: Social Sector Accelerates to 8.5% Growth as EverFi Drag Prompts Strategic Review
  July 31, 2024 · BLKB
• Cheesecake Factory (CAKE) Q2 2024: Restaurant Margin Climbs to 17.7% as Core Brands Outperform Industry
  July 31, 2024 · CAKE
• Allegiant (ALGT) Q2 2024: Peak Utilization Up 7%, Unlocking Margin Expansion for 2025
  July 31, 2024 · ALGT
• Arch Capital (ACGL) Q2 2024: Underwriting Income Hits $762M as Hard Market Cycle Extends Return Runway
  July 31, 2024 · ACGL
• Arm (ARM) Q1 2025: License Revenue Surges 72% as AI and V9 Adoption Drive Royalty Upside
  July 31, 2024 · ARM
• AutoNation (AN) Q2 2024: CDK Outage Cuts $1.55 EPS, After-Sales Margin Hits 48%
  July 31, 2024 · AN
• Boeing (BA) Q2 2024: Spirit Deal Targets $8.3B Supply Chain Reset as Inventory Swells
  July 31, 2024 · BA
• Credit Acceptance (CACC) Q2 2024: Loan Volume Surges 20.9% Amid Collection Headwinds
  July 31, 2024 · CACC
• Alchemy Technologies (ALKT) Q2 2024: Subscription Revenue Climbs 28% as Bank Pipeline Nears 50%
  July 31, 2024 · ALKT
• Horizon Technology Finance (AVTX) Q2 2024: Portfolio Yield Climbs to 15.9% as Pipeline Rebuilds
  July 31, 2024 · AVTX
• Acadia Realty Trust (AKR) Q2 2024: Street Retail NOI Jumps 12% as Leasing Velocity Hits Record Pace
  July 31, 2024 · AKR
• AXS Q2 2024: Short Tail Mix Rises to 52%, Unlocking Margin and Capital Efficiency
  July 31, 2024 · AXS
• Brightspire Capital (BRSP) Q2 2024: $67.9M Legacy Impairment Drives Book Value Reset as Originations Resume
  July 31, 2024 · BRSP
• Avanos Medical (AVNS) Q2 2024: Digestive Health Grows 9%, Margin Expansion Signals Transformation Traction
  July 31, 2024 · AVNS
• Ameren (AMRN) Q2 2024: European Net Product Revenue Climbs $2.9M as U.S. Faces Formulary Loss
  July 31, 2024 · AMRN
• BG Q2 2024: $400M Buyback and $1.9B CapEx Signal Post-Viterra Integration Leverage
  July 31, 2024 · BG
• American Assets Trust (AAT) Q2 2024: Guidance Raised 9.6% as Retail and Multifamily Outperform
  July 31, 2024 · AAT
• Autohome (ATHM) Q2 2024: NEV Revenue Nearly Doubles as Satellite Plan Scales to 28 Cities
  July 31, 2024 · ATHM
• AGCO (AGCO) Q2 2024: Production Slashed 23% as Dealer Inventory Reset Accelerates
  July 30, 2024 · AGCO
• Arista Networks (ANET) Q2 2024: Deferred Revenue Surges 95% as AI Pilots Expand, Margin Discipline Holds
  July 30, 2024 · ANET
• BGC (BGC) Q2 2024: FMX UST Market Share Climbs to 30% as Exchange Launch Nears
  July 30, 2024 · BGC
• Axos Financial (AX) Q4 2024: Non-Interest-Bearing Deposits Jump $220M, Reinforcing Funding Flexibility
  July 30, 2024 · AX
• Armstrong World Industries (AWI) Q2 2024: Architectural Specialties Up 26% as Digital, M&A, and Energy Innovation Drive Margin Expansion
  July 30, 2024 · AWI
• CAC Q2 2024: Wealth Revenue Jumps 11% as Deposit Cost Pressures Ease
  July 30, 2024 · CAC
• AEP (AEP) Q2 2024: Data Center Commitments Top 15GW, Forcing Transmission CapEx Recalibration
  July 30, 2024 · AEP
• Accel Entertainment (ACEL) Q2 2024: Fairmont Acquisition Targets $25M EBITDA, Expands Local Gaming Platform
  July 30, 2024 · ACEL
• Advanced Energy (AEIS) Q2 2024: Data Center Revenue Surges 74%, Accelerating AI-Driven Growth
  July 30, 2024 · AEIS
• AUDC Q2 2024: Live Managed Services Backlog Surges 133%, Anchoring Recurring Growth Shift
  July 30, 2024 · AUDC
• Benchmark Electronics (BHE) Q2 2024: Free Cash Flow Surges to $47M as Margin Expansion Holds
  July 30, 2024 · BHE
• AmeriSafe (AMSF) Q2 2024: Gross Premiums Rise 6.6% as Agent Pipeline Efficiency Drives Policy Growth
  July 30, 2024 · AMSF
• Atricure (ATRC) Q2 2024: International Revenue Jumps 29%, Offsetting U.S. Hybrid Headwinds
  July 30, 2024 · ATRC
• American Tower (AMT) Q2 2024: CoreSite Pre-Leasing Hits 60%, Reinforcing Data Center Expansion Thesis
  July 30, 2024 · AMT
• BP (BP) Q2 2024: Dividend Rises 10% as $2B Cost Target Drives Cash Flow Focus
  July 30, 2024 · BP
• ADM (ADM) Q2 2024: $2.8B Returned to Shareholders as Nutrition and Ethanol Margins Rebound
  July 30, 2024 · ADM
• Atomera (ATOM) Q2 2024: Operating Expenses Down $730K as Licensing Pipeline Expands
  July 30, 2024 · ATOM
• AMD (AMD) Q2 2024: Data Center Revenue Jumps 115% as MI300 Momentum Drives Strategic Mix Shift
  July 30, 2024 · AMD
• Bricksmoor (BRX) Q2 2024: Leasing Spreads Hit 19% as Occupancy Records Drive Margin Upside
  July 30, 2024 · BRX
• ATEN Q2 2024: Enterprise Revenue Climbs 25% as Service Provider Weakness Persists
  July 30, 2024 · ATEN
• Alliance Resource Partners (ARLP) Q2 2024: Oil & Gas Royalties Up 6.8% as Coal Volumes Cut on Export Weakness
  July 29, 2024 · ARLP
• AMG (AMG) Q2 2024: Private Markets AUM Climbs 24%, Accelerating Secular Shift
  July 29, 2024 · AMG