Latest Earnings Analysis

• Arbor Realty Trust (ABR) Q1 2024: $1.9B of Loan Mods Anchor Book Value Stability Amid Credit Cycle Peak
  May 03, 2024 · ABR
• Arcosa (ACA) Q1 2024: Construction Products Now 60% of EBITDA, Shifting Portfolio to Lower Cyclicality
  May 03, 2024 · ACA
• American Water Works (AWK) Q1 2024: $1.4B Debt Issuance Secures Capital for Accelerated Infrastructure Plan
  May 02, 2024 · AWK
• Cardinal Health (CAH) Q3 2024: GMPD Profit Swings $66M, Accelerating Turnaround Trajectory
  May 02, 2024 · CAH
• Appian (APPN) Q1 2024: Cloud Retention Hits 120% as Data Fabric and AI Drive Strategic Upsell
  May 02, 2024 · APPN
• Apollo Global Management (APO) Q1 2024: $40B Origination Sets Pace for Double-Digit Earnings Growth
  May 02, 2024 · APO
• APG (APG) Q1 2024: Gross Margin Expands 390bps as Service Mix and Elevated Acquisition Reshape Platform
  May 02, 2024 · APG
• Ardelyx (ARDX) Q1 2024: Exposa Launch Delivers $15.2M as Nephrology Adoption Accelerates
  May 02, 2024 · ARDX
• ARES (ARES) Q1 2024: AUM Not-Yet-Paying Fees Surges 28%, Locking in Forward Fee Growth
  May 02, 2024 · ARES
• Arrow Electronics (ARW) Q1 2024: Inventory Drops $1B in Two Quarters, Signaling Cycle Trough Near
  May 02, 2024 · ARW
• Ascendis Pharma (ASND) Q1 2024: Skytrofa Revenue Doubles, Lifts Path to Cash Flow Breakeven
  May 02, 2024 · ASND
• Aspen Aerogels (ASPN) Q1 2024: Gross Margin Expands to 37% as PyroThin and Energy Segments Scale
  May 02, 2024 · ASPN
• ASUR Q1 2024: Payroll Sales Jump 68% as Core Recurring Revenue Mix Accelerates
  May 02, 2024 · ASUR
• Astronics (ATRO) Q1 2024: Aerospace Margin Expands 440bps, Test Segment Faces $4M Reset
  May 02, 2024 · ATRO
• AUPH Q1 2024: Lupkynis Per-Patient Revenue Climbs 15% as Persistency Rises, Restructuring Accelerates Cash Flow Turnaround
  May 02, 2024 · AUPH
• APA (APA) Q1 2024: Permian Oil Output +65% Post-Callon, Synergy Target Raised 50%
  May 02, 2024 · APA
• AVNS Q1 2024: Digestive Health Delivers 9% Organic Growth, Margin Expansion Signals Transformation Traction
  May 02, 2024 · AVNS
• APTV Q1 2024: $13B Bookings Signal Resilience as High-Voltage Revenue Slows
  May 02, 2024 · APTV
• AWRE Q1 2024: Operating Loss Narrows 32% as Recurring Revenue Base Expands
  May 02, 2024 · AWRE
• Apple (AAPL) Q2 2024: $110B Buyback Authorization Underscores Services and AI Strategy Shift
  May 02, 2024 · AAPL
• AAON (AAON) Q1 2024: Data Center Pipeline Drives Basics Backlog to 20% of Bookings
  May 02, 2024 · AAON
• Asbury Automotive (ABG) Q1 2024: Parts & Service Profit Climbs 6%, Powering Fixed Ops Recovery
  May 02, 2024 · ABG
• Arbutus Biopharma (ABUS) Q1 2024: Cash Runway Extends to 2026 as Combination HBV Trials Advance
  May 02, 2024 · ABUS
• Acadia Healthcare (ACHC) Q1 2024: 22.6% Margin Expansion Underscores Labor Leverage and Bed Growth Ramp
  May 02, 2024 · ACHC
• AMETEK (AME) Q1 2024: Paragon Medical Adds 9% to Sales, Integration Sets Up $70M Run-Rate Upside
  May 02, 2024 · AME
• Xcelis (ACLS) Q1 2024: Silicon Carbide Surges 20% as Power Segment Drives Backlog to $1.1B
  May 02, 2024 · ACLS
• Amgen (AMGN) Q1 2024: Rare Disease Sales Top $950M as Meritide Phase III Plans Accelerate
  May 02, 2024 · AMGN
• Acres Commercial Realty (ACR) Q1 2024: $80.8M Loan Payoffs and Book Value Gains Signal Capital Recycling Focus
  May 02, 2024 · ACR
• Enact Holdings (ACT) Q1 2024: Capital Returns Jump 16% as Portfolio Quality Holds at 94% Equity
  May 02, 2024 · ACT
• Axogen (AXGN) Q1 2024: Core Accounts Drive 13% Growth as Nerve Protection Portfolio Expands
  May 02, 2024 · AXGN
• AXS Q1 2024: New Business Premiums Jump 27%, Underwriting Discipline Drives Smart Growth
  May 02, 2024 · AXS
• AXTI (AXTI) Q1 2024: Indium Phosphide Revenue Surges 48% on AI-Driven Demand Shift
  May 02, 2024 · AXTI
• Baxter (BAX) Q1 2024: Pharmaceuticals Surge 11% as Margin Programs Lift Operating Leverage
  May 02, 2024 · BAX
• BorgWarner (BWA) Q1 2024: E-Product Revenue Jumps 25%, Sharpening Hybrid and BEV Edge
  May 02, 2024 · BWA
• BrightView (BV) Q2 2024: Margin Expands 240bps as BES Exit and Structural Overhaul Reshape Profit Trajectory
  May 02, 2024 · BV
• Belden (BDC) Q1 2024: Orders Rebound 5% as Destocking Cycle Nears Inflection
  May 02, 2024 · BDC
• Peabody Energy (BTU) Q1 2024: Share Buybacks Cut Float 15% as Seaborne Segments Anchor Profitability
  May 02, 2024 · BTU
• BD (BDX) Q2 2024: Alaris Drives $300M+ Revenue Surge, Margin Expansion Signals FY25 Leverage
  May 02, 2024 · BDX
• BrightSpring Health (BTSG) Q1 2024: Specialty Pharmacy Surges 44%, Propelling Guidance Hike
  May 02, 2024 · BTSG
• Bright Horizons (BFAM) Q1 2024: Backup Care Surges 16% as Center Efficiency Gains Offset UK Headwinds
  May 02, 2024 · BFAM
• Bausch Health (BHC) Q1 2024: Solta Surges 23% Organically, Pipeline Execution Anchors Growth Narrative
  May 02, 2024 · BHC
• BILL (BILL) Q3 2024: Spend & Expense Revenue Up 29% as Platform Monetization Expands
  May 02, 2024 · BILL
• Bruker (BRKR) Q1 2024: Acquisitions Drive 400bps Guidance Lift, Margin Compression Signals Near-Term Integration Focus
  May 02, 2024 · BRKR
• American Financial Group (AFG) Q1 2024: Specialty Financial Premiums Surge 27% as Rate Momentum Builds
  May 02, 2024 · AFG
• DMC Global (BOOM) Q1 2024: NobelClad Order Hits $19M, Offsetting Arcadia Weakness
  May 02, 2024 · BOOM
• Aflac (AFL) Q1 2024: Japan Margin Expands 460bps as Distribution Mix Shifts
  May 02, 2024 · AFL
• AGCO (AGCO) Q1 2024: PTX Trimble JV Adds $300M Revenue as Core Market Downturn Deepens
  May 02, 2024 · AGCO
• Agios (AGIO) Q1 2024: Energize-T Data Readout Imminent as $714M Cash Fuels Multi-Indication Thrust
  May 02, 2024 · AGIO
• AIG (AIG) Q1 2024: $10B Buyback Authorization Signals Capital Return Acceleration Post-CoreBridge
  May 02, 2024 · AIG
• Broadstone Net Lease (BNL) Q1 2024: Healthcare Dispositions Cut Exposure to 13%, Unlocking $252M for Redeployment
  May 02, 2024 · BNL