Latest Earnings Analysis

• ArcBest (ARCB) Q1 2024: Core LTL Shipments Up 8% as Network Optimization Drives Margin Outperformance
  April 30, 2024 · ARCB
• ATI (ATI) Q1 2024: Free Cash Flow Surges 82% as Aerospace and Defense Demand Drives Guidance Hike
  April 30, 2024 · ATI
• A10 Networks (ATEN) Q4 2023: Enterprise Revenue Rises 23% as Service Provider Weakness Persists
  April 30, 2024 · ATEN
• Camden National (CAC) Q1 2024: Net Interest Margin Holds at 2.30% as Deposit Costs Stabilize
  April 30, 2024 · CAC
• ADM (ADM) Q1 2024: Segment Profit Drops 24% as Margin Pressures Reshape Strategic Focus
  April 30, 2024 · ADM
• BRX Q1 2024: Signed-But-Not-Commenced Pool Hits $68M, Locking in Multi-Year Rent Upside
  April 30, 2024 · BRX
• ADS Tech Energy (ADSE) Q4 2023: $80M Backlog Anchors Doubling Revenue Ambition
  April 30, 2024 · ADSE
• Air Products (APD) Q2 2024: EBITDA Margin Surges 500bps as Cost Actions and Pricing Offset Volume Weakness
  April 30, 2024 · APD
• Alliance Resource Partners (ARLP) Q1 2024: Oil & Gas Royalty Volumes Jump 18%, Diversification Cushions Coal Price Pressure
  April 29, 2024 · ARLP
• AMKR Q1 2024: 2.5D Capacity Triples as Advanced Packaging Drives Second-Half Rebound
  April 29, 2024 · AMKR
• Bank of Marin (BMRC) Q1 2024: Deposit Mix Holds at 44%, Margin Stabilization Signals Inflection
  April 29, 2024 · BMRC
• Franklin Resources (BEN) Q2 2024: Alternatives Inflows Hit $7.3B as Distribution Scale Drives Channel Expansion
  April 29, 2024 · BEN
• B (B) Q1 2024: Aerospace Backlog Climbs 19% as Portfolio Transformation Accelerates
  April 26, 2024 · B
• Armour Residential REIT (ARR) Q1 2024: Book Value Drops 7% as Volatility Drives Portfolio Repositioning
  April 26, 2024 · ARR
• Autoliv (ALV) Q1 2024: Operating Margin Jumps 230bps as Cost Cuts and Asia Outperformance Drive Leverage
  April 26, 2024 · ALV
• AutoNation (AN) Q1 2024: After-Sales Gross Profit Climbs to 46% of Total, Anchoring Margin Resilience
  April 26, 2024 · AN
• BWMX Q1 2024: Jafra Mexico Margin Expands 401bps, Fueling Profit Upside and Debt Reduction
  April 26, 2024 · BWMX
• Agnico Eagle (AEM) Q1 2024: Free Cash Flow Surges 50% as Exploration Upsizes Growth Pipeline
  April 26, 2024 · AEM
• AVB Q1 2024: Suburban Portfolio Drives 90bps Revenue Outperformance, Guidance Raised as Supply Pressures Shift
  April 26, 2024 · AVB
• Byline Bancorp (BY) Q1 2024: Loan Growth Reaches 6% Annualized as Asset Sensitivity Strategy Shifts
  April 26, 2024 · BY
• ClearSign Technologies (BELFA) Q1 2024: Gross Margin Jumps 12.8% as Regulatory Tailwinds Accelerate Adoption
  April 26, 2024 · BELFA
• Avantor (AVTR) Q1 2024: Cost Transformation Delivers $75M Savings Trajectory, Margin Ramp De-Risked
  April 26, 2024 · AVTR
• Ball (BALL) Q1 2024: South America Volumes Surge 26%, Unlocking Operating Leverage and Share Buyback Firepower
  April 26, 2024 · BALL
• APTAR (ATR) Q1 2024: Pharma Core Sales Up 13% as Proprietary Drug Delivery Drives Structural Margin Gains
  April 26, 2024 · ATR
• AB (AB) Q1 2024: Retail Net Inflows Surge 42%, Accelerating Fixed Income and Alternatives Growth
  April 26, 2024 · AB
• AbbVie (ABBV) Q1 2024: Ex-Humira Platform Surges 15%, Offsetting Biosimilar Erosion
  April 26, 2024 · ABBV
• BayFirst Financial (BAFN) Q1 2024: Flash Cap Exposure Cut to $49M as Credit Focus Intensifies
  April 26, 2024 · BAFN
• AON Q1 2024: NFP Acquisition Accelerates $300M Free Cash Flow Boost and Middle Market Expansion
  April 26, 2024 · AON
• Allison Transmission (ALSN) Q1 2024: North America On-Highway Up 12% as Defense and International Growth Accelerate
  April 25, 2024 · ALSN
• A.O. Smith (AOS) Q1 2024: North America Margins Climb to 25.9% as Mix Shift and Cost Control Offset China Drag
  April 25, 2024 · AOS
• Alaris Financial (ALRS) Q1 2024: Fee Revenue Tops 53% of Total, Margin Path Extends to 3%+
  April 25, 2024 · ALRS
• BFH Q1 2024: CFPB Rule Drives 20% Revenue Hit, Forcing Rapid Pricing and Credit Realignment
  April 25, 2024 · BFH
• Antero Resources (AR) Q1 2024: Capital Efficiency Hits $0.55/MCFE, Unlocking Peer-Leading Cash Flow Resilience
  April 25, 2024 · AR
• Allegion (ALLE) Q1 2024: Margin Expands 50bps as Institutional Pipeline Remains Resilient
  April 25, 2024 · ALLE
• American Airlines (AAL) Q1 2024: Premium Content Soars 17% as Regional Fleet Buildback Reshapes Network
  April 25, 2024 · AAL
• Brunswick (BC) Q1 2024: Premium Brands Drive 200bps Outboard Share Gain Amid Dealer Caution
  April 25, 2024 · BC
• Boyd Gaming (BYD) Q1 2024: $105M Buyback Anchors Capital Return Amid 40% Margin Discipline
  April 25, 2024 · BYD
• Antero Resources (AM) Q1 2024: 75% of Gas Sold at Henry Hub Premiums Signals LNG Corridor Advantage
  April 25, 2024 · AM
• Amalgamated Financial (AMAL) Q1 2024: Core Net Income Rises 16% on $480M Deposit Surge
  April 25, 2024 · AMAL
• CACI (CACI) Q3 2024: $28.6B Backlog Secures Four Years of Revenue Visibility
  April 25, 2024 · CACI
• AppFolio (APPF) Q1 2024: Value-Added Services Surge 47%, Unlocking Upmarket Expansion
  April 25, 2024 · APPF
• Associated Banc-Corp (ASB) Q1 2024: Core Deposits Add $557M, Fueling 2% Margin Expansion
  April 25, 2024 · ASB
• Bristol-Myers Squibb (BMY) Q1 2024: Growth Portfolio Hits 40% of Revenue as $1.5B Cost Reset Accelerates Pipeline Focus
  April 25, 2024 · BMY
• Bridgewater Bancshares (BWB) Q1 2024: Core Deposits Surge 14.3% Annualized, Outpacing Loan Growth
  April 25, 2024 · BWB
• Amerant Bancorp (AMTB) Q1 2024: $401M Houston Loan Sale Reshapes Florida Growth Focus
  April 25, 2024 · AMTB
• AstraZeneca (AZN) Q1 2024: Oncology Revenue Surges 26% as Pipeline and Portfolio Scale Drive Multi-Year Growth
  April 25, 2024 · AZN
• Business First Bancshares (BFST) Q1 2024: Deposit Growth Surges 24%, Pivoting Balance Sheet for Texas Expansion
  April 25, 2024 · BFST
• Applied Industrial Technologies (AIT) Q3 2024: Service Center Organic Growth Hits 2.6% as Engineered Solutions Nears Trough
  April 25, 2024 · AIT
• Carrier (CARR) Q1 2024: Margin Expands 280bps as Data Center Backlog Doubles
  April 25, 2024 · CARR
• Arthur J. Gallagher (AJG) Q1 2024: $3.5B M&A Capacity Signals Sustained Expansion Ambition
  April 25, 2024 · AJG