Latest Earnings Analysis

• Amkor Technology (AMKR) Q2 2024: 26% Sequential Revenue Surge Set by Advanced Packaging Ramp
  July 29, 2024 · AMKR
• Bank of Marin (BMRC) Q2 2024: $325M Securities Sale Repositions Balance Sheet, Sets Up NIM Expansion
  July 29, 2024 · BMRC
• Booz Allen Hamilton (BAH) Q1 2025: $36B Backlog Surges 16%, Securing Multi-Year Growth Visibility
  July 26, 2024 · BAH
• Baker Hughes (BKR) Q2 2024: Non-LNG Gas Tech Orders Surge 97%, Unlocking Margin Upside
  July 26, 2024 · BKR
• Avantor (AVTR) Q2 2024: Bioprocessing Orders Drive High-Single Digit Sequential Growth
  July 26, 2024 · AVTR
• AllianceBernstein (AB) Q2 2024: Margin Surges 380bps as Private Markets Hit $64B
  July 26, 2024 · AB
• Bristol Myers Squibb (BMY) Q2 2024: Growth Portfolio Now 46% of Sales, Pipeline Catalysts Build Into 2025
  July 26, 2024 · BMY
• Aptar (ATR) Q2 2024: Pharma Drives 7% Segment Growth as Beauty Normalizes and Capex Peaks
  July 26, 2024 · ATR
• Buenaventura (BVN) Q2 2024: San Gabriel Capex Rises to $650M as Silver Output Triples
  July 26, 2024 · BVN
• AON (AON) Q2 2024: NFP Adds 18% Revenue Surge, Margin Expansion Holds as Talent and Analytics Drive Growth
  July 26, 2024 · AON
• Byline Bancorp (BY) Q2 2024: Loan Portfolio Expands 6% as Commercial Growth Outpaces Deposit Flatness
  July 26, 2024 · BY
• BWMX Q2 2024: Jafra Mexico Delivers 8.7% Growth, Offsetting Margin Pressure
  July 26, 2024 · BWMX
• Bay First Financial (BAFN) Q2 2024: SBA Loan Originations Drop 24% as Credit Tightens, Deposit Base Grows
  July 26, 2024 · BAFN
• Balchem (BCPC) Q2 2024: Human Nutrition & Health Up 9%, Margin Mix Drives 210bps Expansion
  July 26, 2024 · BCPC
• Franklin Resources (BEN) Q3 2024: Alternatives Raise Surpasses $12B, Accelerating Fee Mix Shift
  July 26, 2024 · BEN
• B (B) Q2 2024: Aerospace Now 66% of EBITDA as $2B Aftermarket Agreements Offset OEM Drag
  July 26, 2024 · B
• Altisource (ASPS) Q2 2024: $15.3M Annual New Business Win Drives Margin Expansion Amid Market Contraction
  July 25, 2024 · ASPS
• American Airlines (AAL) Q2 2024: $750M Revenue Hit Drives Urgent Distribution Reset
  July 25, 2024 · AAL
• ARGX Q2 2024: VivGuard Drives 20% QoQ Sales Jump, CIDP Launch Sets Stage for Multi-Indication Growth
  July 25, 2024 · ARGX
• Arthur J. Gallagher (AJG) Q2 2024: Wholesale Submissions Surge 31%, Fueling Double-Digit Specialty Growth
  July 25, 2024 · AJG
• Alaris Financial (ALRS) Q2 2024: Fee Income Surges 8% as Deposit Engine Powers Margin Expansion
  July 25, 2024 · ALRS
• Bread Financial (BFH) Q2 2024: Net Loss Rate Peaks at 8.6% as Credit Tightening Moderates Risk
  July 25, 2024 · BFH
• Bridgewater Bankshares (BWB) Q2 2024: Margin Stabilizes at 2.24% as Loan Repricing Offsets Deposit Cost Pressures
  July 25, 2024 · BWB
• ATNI Q2 2024: International Segment EBITDA Rises 14% as Fiber Strategy Drives Margin Expansion
  July 25, 2024 · ATNI
• AudioEye (AEYE) Q2 2024: Enterprise Channel Growth Hits 18% Annualized as Regulatory Tailwinds Expand
  July 25, 2024 · AEYE
• Business First Bancshares (BFST) Q2 2024: Loan Discount Accretion Adds $1.7M, Margin Rebounds as Deposit Mix Improves
  July 25, 2024 · BFST
• Brunswick (BC) Q2 2024: Recurring Revenue Powers 50%+ of Earnings as Wholesale Orders Drop 15%
  July 25, 2024 · BC
• Atlantic Union Bankshares (AUB) Q2 2024: Net Interest Margin Jumps 27bps as Merger Synergies Accelerate
  July 25, 2024 · AUB
• AppFolio (APPF) Q2 2024: Value Added Services Up 43% as RealmX AI Drives Platform Differentiation
  July 25, 2024 · APPF
• AstraZeneca (AZN) Q2 2024: Oncology Revenue Climbs 22%, Fueling Guidance Upgrade and Pipeline Ambition
  July 25, 2024 · AZN
• Allison Transmission (ALSN) Q2 2024: North America Vocational Drives 15% Segment Gain, Margin Guidance Flags Cost Discipline
  July 25, 2024 · ALSN
• AbbVie (ABBV) Q2 2024: Ex-Humira Platform Delivers $6B Growth as Immunology, Neuroscience Outperform
  July 25, 2024 · ABBV
• BELFA Q2 2024: Gross Margin Jumps 720bps as Power and Connectivity Reshape Profit Mix
  July 25, 2024 · BELFA
• Ameriprise Financial (AMP) Q2 2024: Wealth RAP Flows Up 34% as Client Risk Appetite Rebuilds
  July 25, 2024 · AMP
• Amerant Bancorp (AMTB) Q2 2024: Non-Performing Loans Surge 220% as Credit Cycle Pressures Mount
  July 25, 2024 · AMTB
• Amalgamated Financial (AMAL) Q2 2024: Political Deposits Surge $400M Above Prior Peak, Driving Franchise Flexibility
  July 25, 2024 · AMAL
• ASB Q2 2024: Deposit Balances per New Household Up 26% as Relationship Banking Drives Growth
  July 25, 2024 · ASB
• BJ’s Restaurants (BJRI) Q2 2024: Restaurant Margin Expands 100bps as Remodels Reach 70 Locations
  July 25, 2024 · BJRI
• Armour Residential REIT (ARR) Q2 2024: Book Value Edges Up to $20.37 as MBS Demand Signals Build
  July 25, 2024 · ARR
• Boyd Gaming (BYD) Q2 2024: Treasure Chest Revenue Doubles, Capital Deployment Remains Aggressive
  July 25, 2024 · BYD
• Carrier (CARR) Q2 2024: Data Center Orders Surge 40%, Reshaping Commercial HVAC Mix
  July 25, 2024 · CARR
• Pathward Financial (CASH) Q3 2024: Net Interest Margin Expands to 6.56% as Asset Rotation Accelerates
  July 24, 2024 · CASH
• Boston Scientific (BSX) Q2 2024: EP Sales Surge 125% as PFA Adoption Fuels Guidance Raise
  July 24, 2024 · BSX
• Amphenol (APH) Q2 2024: IT Datacom Surges 57% as AI Demand Drives Record Orders
  July 24, 2024 · APH
• Align Technology (ALGN) Q2 2024: iTero Lumina Drives 16% Systems Growth as Mix Shift Lowers Aligner ASPs
  July 24, 2024 · ALGN
• BPOP Q2 2024: $500M Buyback and Dividend Hike Signal Capital Strength Amid Slower U.S. Loan Growth
  July 24, 2024 · BPOP
• Allegion (ALLE) Q2 2024: Margin Expansion Drives 170bps Gain Amid 4 Acquisitions
  July 24, 2024 · ALLE
• Brandywine Realty Trust (BDN) Q2 2024: $101M JV Debt Cut Resets Balance Sheet for Recovery Play
  July 24, 2024 · BDN
• Alkermes (ALKS) Q2 2024: Proprietary Portfolio Grows 16% as Orexin Pipeline Advances
  July 24, 2024 · ALKS
• Blackstone Mortgage Trust (BXMT) Q2 2024: $1.7B Repayments Unlock Capital as Office Exposure Reserves Climb
  July 24, 2024 · BXMT