Latest Earnings Analysis

• Antero Resources (AM) Q1 2024: 75% of Gas Sold at Henry Hub Premiums Signals LNG Corridor Advantage
  April 25, 2024 · AM
• AstraZeneca (AZN) Q1 2024: Oncology Revenue Surges 26% as Pipeline and Portfolio Scale Drive Multi-Year Growth
  April 25, 2024 · AZN
• American Airlines (AAL) Q1 2024: Premium Content Soars 17% as Regional Fleet Buildback Reshapes Network
  April 25, 2024 · AAL
• CACI (CACI) Q3 2024: $28.6B Backlog Secures Four Years of Revenue Visibility
  April 25, 2024 · CACI
• 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
• Bristol-Myers Squibb (BMY) Q1 2024: Growth Portfolio Hits 40% of Revenue as $1.5B Cost Reset Accelerates Pipeline Focus
  April 25, 2024 · BMY
• Atomera (ATOM) Q1 2024: Record Proposal Volume Signals Inflection as Compound Semiconductor Push Accelerates
  April 25, 2024 · ATOM
• ATNI Q1 2024: $20M CapEx Cut Highlights Shift Toward Margin Discipline
  April 25, 2024 · ATNI
• Boyd Gaming (BYD) Q1 2024: $105M Buyback Anchors Capital Return Amid 40% Margin Discipline
  April 25, 2024 · BYD
• Altisource (ASPS) Q1 2024: $88M in New Wins Signal Early-Stage Default Services Pivot
  April 25, 2024 · ASPS
• ADT (ADT) Q1 2024: CSB Margin Expands 200bps as Platform, AI, and State Farm Drive Strategic Reset
  April 25, 2024 · ADT
• 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
• AmeriSafe (AMSF) Q1 2024: Expense Ratio Rises to 27.3% as Wage Growth Moderates
  April 25, 2024 · AMSF
• Antero Resources (AR) Q1 2024: Capital Efficiency Hits $0.55/MCFE, Unlocking Peer-Leading Cash Flow Resilience
  April 25, 2024 · AR
• Associated Banc-Corp (ASB) Q1 2024: Core Deposits Add $557M, Fueling 2% Margin Expansion
  April 25, 2024 · ASB
• Applied Industrial Technologies (AIT) Q3 2024: Service Center Organic Growth Hits 2.6% as Engineered Solutions Nears Trough
  April 25, 2024 · AIT
• Arthur J. Gallagher (AJG) Q1 2024: $3.5B M&A Capacity Signals Sustained Expansion Ambition
  April 25, 2024 · AJG
• AppFolio (APPF) Q1 2024: Value-Added Services Surge 47%, Unlocking Upmarket Expansion
  April 25, 2024 · APPF
• Allegion (ALLE) Q1 2024: Margin Expands 50bps as Institutional Pipeline Remains Resilient
  April 25, 2024 · ALLE
• Allison Transmission (ALSN) Q1 2024: North America On-Highway Up 12% as Defense and International Growth Accelerate
  April 25, 2024 · ALSN
• Alaris Financial (ALRS) Q1 2024: Fee Revenue Tops 53% of Total, Margin Path Extends to 3%+
  April 25, 2024 · ALRS
• Argo Blockchain (ARBK) Q4 2023: Debt Cut by $24M as Mining Margins Face Post-Halving Reset
  April 25, 2024 · ARBK
• Amalgamated Financial (AMAL) Q1 2024: Core Net Income Rises 16% on $480M Deposit Surge
  April 25, 2024 · AMAL
• BMRN Q1 2024: Voxzogo Patient Base Expands by 500 as Indication Pipeline Accelerates
  April 24, 2024 · BMRN
• BOKF (BOKF) Q1 2024: Fee Income Hits 41% of Revenue, Underpinning Credit Outperformance
  April 24, 2024 · BOKF
• Agree Realty (ADC) Q1 2024: Cap Rates Jump 100bps as Sourcing Engine Targets $600M Deployment
  April 24, 2024 · ADC
• Blackstone Mortgage Trust (BXMT) Q1 2024: $1.7B Liquidity and 95% Performing Loan Maturities Signal Credit Cycle Navigation
  April 24, 2024 · BXMT
• Pathward Financial (CASH) Q2 2024: Net Interest Margin Rises to 6.23% as BAS Pipeline Hits Record Scale
  April 24, 2024 · CASH
• Biogen (BIIB) Q1 2024: New Launches Offset 4% MS Decline, Field Force Expands 30%
  April 24, 2024 · BIIB
• Boeing (BA) Q1 2024: $3.9B Cash Burn Signals Extended Recovery as Quality Overhaul Delays Output
  April 24, 2024 · BA
• Baker Hughes (BKR) Q1 2024: Non-LNG Gas Tech Orders Triple, Recasting Growth Mix
  April 24, 2024 · BKR
• Boston Scientific (BSX) Q1 2024: Electrophysiology Surges 72%, Raising Full-Year Growth Outlook
  April 24, 2024 · BSX
• Artisan Partners (APAM) Q1 2024: Fixed Income AUM Up 16% as Alternatives Drive Platform Diversification
  April 24, 2024 · APAM
• Align Technology (ALGN) Q1 2024: Systems and Services Surge 17.5%, Powering Upgraded Growth Outlook
  April 24, 2024 · ALGN
• Avery Dennison (AVY) Q1 2024: Materials Margin Hits 18.3% as Inventory Normalizes, Intelligent Labels Target 20% Growth
  April 24, 2024 · AVY
• Amphenol (APH) Q1 2024: IT Datacom Surges 29% as AI Demand Drives Segment Outperformance
  April 24, 2024 · APH
• BG Q1 2024: $400M Buyback Pulls Forward Capital Return as Viterra Integration Nears
  April 24, 2024 · BG
• Bank of California (BANC) Q1 2024: Non-Interest Deposit Mix Rises to 27.1%, Accelerating Margin Shift
  April 23, 2024 · BANC
• Brown & Brown (BRO) Q1 2024: Programs Margin Jumps 580bps as Diversification Shields Growth
  April 23, 2024 · BRO
• Popular (BPOP) Q1 2024: Net Interest Margin Rises 8bps, Loan Growth Anchored in Puerto Rico
  April 23, 2024 · BPOP
• Atlantic Union Bankshares (AUB) Q1 2024: American National Merger Adds $3B in Assets, Margin Expansion in Sight
  April 23, 2024 · AUB
• Calix (CALX) Q1 2024: Medium and Large Customer Revenue Halves Again as BEAD Wait Stalls Growth
  April 23, 2024 · CALX
• AGNC (AGNC) Q1 2024: Liquidity Hits $5.4B, Positioning for Volatile MBS Market
  April 23, 2024 · AGNC
• AudioEye (AEYE) Q1 2024: Regulatory Tailwinds Set Stage for 80,000-Site Opportunity
  April 23, 2024 · AEYE
• Ameriprise Financial (AMP) Q1 2024: Wealth Management Drives 19% Asset Growth Amid $82B Client Cash Overhang
  April 23, 2024 · AMP
• Bank of Hawaii (BOH) Q1 2024: Deposit Cost Growth Slows to 7bps, Underscoring Franchise Resilience
  April 22, 2024 · BOH
• AZZ (AZZ) Q4 2024: Precoat Metals Up 13% as Infrastructure and Construction Tailwinds Fuel Growth
  April 22, 2024 · AZZ
• Acme United (ACU) Q1 2024: Gross Margin Expands 320 Basis Points as Productivity Initiatives Take Hold
  April 19, 2024 · ACU
• American Express (AXP) Q1 2024: International Card Spend Jumps 13%, Offsetting SME Drag
  April 19, 2024 · AXP