Latest Earnings Analysis

• Arteris (AIP) Q1 2024: RPO Jumps 30%, AI and Auto Demand Fuel Backlog
  May 02, 2024 · AIP
• Albemarle (ALB) Q1 2024: Lithium Volumes Trending Toward 20% Growth Despite 47% Price-Driven Revenue Drop
  May 02, 2024 · ALB
• Alignment Healthcare (ALHC) Q1 2024: Membership Jumps 50% as Margin Expansion Narrative Takes Shape
  May 02, 2024 · ALHC
• BJ’s Restaurants (BJRI) Q1 2024: Restaurant-Level Margin Expands 240bps, Operational Leverage Deepens
  May 02, 2024 · BJRI
• Booking Holdings (BKNG) Q1 2024: Connected Trip Transactions Jump 50%, Direct Mix Hits New High
  May 02, 2024 · BKNG
• Allstate (ALL) Q1 2024: Auto Combined Ratio Improves 8.4 Points, Paving Way for Growth Pivot
  May 02, 2024 · ALL
• Alnylam (ALNY) Q1 2024: TTR Franchise Up 29% as Helios B Readout Nears Pivotal Moment
  May 02, 2024 · ALNY
• Cable One (CABO) Q1 2024: Residential Subscribers Rise for 8th Straight Month as ARPU Slides
  May 02, 2024 · CABO
• AVIS Budget Group (CAR) Q1 2024: Fleet Dispositions Top 50% of Annual Goal, Resetting Utilization for Summer Surge
  May 02, 2024 · CAR
• Axalta (AXTA) Q1 2024: EBITDA Margin Climbs 340bps as Cost Actions and Mix Shift Drive Record Profitability
  May 01, 2024 · AXTA
• Amwell (AMWL) Q1 2024: Converge Platform Adoption Hits 68%, Setting Up 30% 2025 Growth Inflection
  May 01, 2024 · AMWL
• Bally’s (BALY) Q1 2024: North America Interactive Revenue Jumps 70% as iGaming Expansion Accelerates
  May 01, 2024 · BALY
• Ashland (ASH) Q2 2024: Personal Care Up 30% Sequentially as Demand Normalization Drives Margin Rebound
  May 01, 2024 · ASH
• Archrock (AROC) Q1 2024: Gross Margin Expands 700bps as Utilization Holds Near 95%
  May 01, 2024 · AROC
• Butterfly Network (BFLY) Q1 2024: IQ3 Drives 22% Probe Volume Surge, Raising Growth Trajectory
  May 01, 2024 · BFLY
• Astec Industries (ASTE) Q1 2024: Material Solutions Margin Drops 600bps as Backlog Nears Historic Range
  May 01, 2024 · ASTE
• AEIS Q1 2024: Data Center Orders Surge as AI Demand Triggers $150M EVOS & Everest Pipeline
  May 01, 2024 · AEIS
• AtriCure (ATRC) Q1 2024: Open Ablation Sales Up 16.5% as Innovation Offsets Competitive Pressure
  May 01, 2024 · ATRC
• Avista (AVA) Q1 2024: $225M Dam Modernization and Wildfire Spend Signal Infrastructure Acceleration
  May 01, 2024 · AVA
• BZH Q2 2024: Ready Series Homes Reach 77% of Starts, Paving Margin Upside for 2025
  May 01, 2024 · BZH
• AVNW Q3 2024: Pasolink Adds $22M, Margin Path Shifts as Integration Drives Cost Focus
  May 01, 2024 · AVNW
• Blackbaud (BLKB) Q1 2024: Buybacks Reach 5.5% of Shares as Free Cash Flow Surges
  May 01, 2024 · BLKB
• AVT Q3 2024: Inventory Reduction Drives $500M Cash Flow Amid 13% Sales Decline
  May 01, 2024 · AVT
• ADP (ADP) Q3 2024: Mid-Market Retention Hits Record, GenAI Spend to Pressure Margins in FY25
  May 01, 2024 · ADP
• Horizon Technology Finance (AVTX) Q1 2024: Backlog Drops $50M as Origination Pace Stays Cautious
  May 01, 2024 · AVTX
• AirCap (AER) Q1 2024: Book Value Per Share Jumps 27% as Aircraft Demand Outpaces Supply
  May 01, 2024 · AER
• American Assets Trust (AAT) Q1 2024: Office Leasing Adds 125,000 Sq. Ft., Guidance Raised on Tenant Quality Flight
  May 01, 2024 · AAT
• BXP (BXP) Q1 2024: Leasing Volume Jumps 35% as Premier Workplaces Outperform Broader Market
  May 01, 2024 · BXP
• Benchmark Electronics (BHE) Q1 2024: Free Cash Flow Target Raised to $90M as SEMICAP Share Gains Offset Sector Weakness
  May 01, 2024 · BHE
• Alkami Technology (ALKT) Q1 2024: RPU Backlog Rises 44% as Platform Expansion Drives Upsell Momentum
  May 01, 2024 · ALKT
• Alkermes (ALKS) Q1 2024: Proprietary Portfolio Up 9% as Pipeline and Margin Expansion Take Center Stage
  May 01, 2024 · ALKS
• BrightSpire Capital (BRSP) Q1 2024: CECL Reserves Jump $67M as Portfolio Defense Delays New Lending
  May 01, 2024 · BRSP
• BlueLinx (BXC) Q1 2024: Specialty Product Margins Hold Above 19% Despite 9% Sales Decline
  May 01, 2024 · BXC
• Amarin (AMRN) Q1 2024: Europe In-Market Sales Surge 65% as IP Protection Extends to 2039
  May 01, 2024 · AMRN
• BBSI (BBSI) Q1 2024: PEO Worksite Employees Up 3.1%, Benefits Expansion Sets Growth Platform
  May 01, 2024 · BBSI
• Amcor (AMCR) Q3 2024: Cost Actions Deliver $130M Savings as Volume Decline Narrows to 4%
  April 30, 2024 · AMCR
• BGC (BGC) Q1 2024: Fenix Businesses Reach 26% of Revenue as FMX Partnership Adds $172M
  April 30, 2024 · BGC
• AEP (AEP) Q1 2024: Commercial Load Soars 10.5% as Data Center Wave Drives Capex Shift
  April 30, 2024 · AEP
• Buenaventura (BVN) Q1 2024: EBITDA Surges 83% on El Brocal and Silver Ramp, San Gabriel Now 47% Complete
  April 30, 2024 · BVN
• Credit Acceptance (CACC) Q1 2024: Loan Portfolio Grows 16% as Competitors Retreat
  April 30, 2024 · CACC
• Amazon (AMZN) Q1 2024: AWS Accelerates to 17% as CapEx Ramps for GenAI Demand
  April 30, 2024 · AMZN
• Albany International (AIN) Q1 2024: Engineered Composites Margin Rises 120bps as Defense and Space Pipeline Expands
  April 30, 2024 · AIN
• ARI Q1 2024: $1B Repayment Pipeline Unlocks New Deployment Levers Amid $142M Steinway Reserve
  April 30, 2024 · ARI
• American Tower (AMT) Q1 2024: CoreSite Backlog Climbs to $60M, Extending Data Center Growth Runway
  April 30, 2024 · AMT
• Acadia Realty Trust (AKR) Q1 2024: Street Retail Drives 10% Annual NOI Growth Trajectory
  April 30, 2024 · AKR
• ACI Worldwide (ACIW) Q1 2024: Bank Segment Jumps 20% as SaaS Momentum Shifts Revenue Mix
  April 30, 2024 · ACIW
• AMD (AMD) Q1 2024: MI300 GPU Revenue Outlook Raised by $500M as Data Center Mix Surges
  April 30, 2024 · AMD
• Arch Capital (ACGL) Q1 2024: Reinsurance Premiums Surge 41% as Diversification Drives Cycle-Resilient Growth
  April 30, 2024 · ACGL
• Axos Financial (AX) Q3 2024: Net Interest Margin Jumps 32bps on FDIC Loan Accretion
  April 30, 2024 · AX
• Armstrong World Industries (AWI) Q1 2024: 3Form Acquisition Drives 8–11% Sales Guidance Upgrade
  April 30, 2024 · AWI