Latest Earnings Analysis

• B&G Foods (BGS) Q4 2023: Net Debt Cut by $335M as Portfolio Reshaping Accelerates
  February 27, 2024 · BGS
• Axon (AXON) Q4 2023: Taser 10 Orders Quadruple, Expanding $63B TAM and Margin Leverage
  February 27, 2024 · AXON
• Alpha Metallurgical Resources (AMR) Q4 2023: Share Count Drops 30% as Buybacks Eclipse $1B, Cost Pressures Mount
  February 26, 2024 · AMR
• Archer Aviation (ACHR) Q4 2023: $3.5B Order Book Positions for First-Mover Certification Advantage
  February 26, 2024 · ACHR
• Agora (API) Q4 2023: Share Repurchase Hits $104M as Cost Controls Drive First Profit in Three Years
  February 26, 2024 · API
• ASUR Q4 2023: Core Recurring Revenue Up 19% as Acquisitions and Bundling Accelerate Growth
  February 26, 2024 · ASUR
• CarGurus (CARG) Q4 2023: Marketplace Revenue Hits 82% of Mix as Product Attach Rates Jump 36%
  February 26, 2024 · CARG
• BioCryst (BCRX) Q4 2023: Orladeyo Patient Base Surges by 321, Underscoring Durable Growth Path
  February 26, 2024 · BCRX
• Betterware (BWMX) Q4 2023: EBITDA Margin Expands 556bps on Cost Control and Jafra Synergy
  February 23, 2024 · BWMX
• Alamo Group (ALG) Q4 2023: Industrial Equipment Backlog Climbs 18% as Segment Momentum Outpaces Ag Weakness
  February 23, 2024 · ALG
• Ameren (AEE) Q4 2023: $4.4B CapEx Plan Signals 22% Infrastructure Surge Despite Illinois Drag
  February 23, 2024 · AEE
• Farmer Mac (AGM) Q4 2023: Net Effective Spread Jumps 28% as Rural Infrastructure and Renewables Drive Diversification
  February 23, 2024 · AGM
• Barings BDC (BBDC) Q4 2023: Non-Core Assets Cut to 11%, Portfolio Rotation Accelerates
  February 23, 2024 · BBDC
• Apple Hospitality (APLE) Q4 2023: Six Acquisitions Add $290M, Shifting Portfolio Toward Higher Margin Growth
  February 23, 2024 · APLE
• ACCO Brands (ACCO) Q4 2023: Gross Margin Rebounds 420bps as Cost Reset Takes Hold
  February 23, 2024 · ACCO
• Bloomin’ Brands (BLMN) Q4 2023: $100M Revenue Cut from Closures Boosts EBIT, Signals Portfolio Reset
  February 23, 2024 · BLMN
• Arcosa (ACA) Q4 2023: Backlog Doubles to $1.4B, Unlocking Multi-Year Growth Visibility
  February 23, 2024 · ACA
• AMH (AMH) Q4 2023: Development Deliveries Hit 2,317 as Acquisition Pause Shifts Capital Strategy
  February 23, 2024 · AMH
• AerCap (AER) Q4 2023: $2.6B Buybacks Signal Supply-Demand Tailwind and Portfolio Leverage
  February 23, 2024 · AER
• Ardelyx (ARDX) Q4 2023: Ibsrella Sales Up 26% QoQ, Fueling $140M+ 2024 Outlook
  February 22, 2024 · ARDX
• Ardagh Metal Packaging (AMBP) Q4 2023: Americas Shipments Surge 14% as Europe Destocks
  February 22, 2024 · AMBP
• Builders FirstSource (BLDR) Q4 2023: Value-Added Mix Rises 700bps, Driving Margin Resilience Amid Multifamily Pullback
  February 22, 2024 · BLDR
• ARIES Technology (AERT) Q3 2024: Gross Margin Expands to 32% as Digital and AI Mix Accelerates
  February 22, 2024 · AERT
• CARS (CARS) Q4 2023: ARPD Climbs 7% as Platform Expansion and OEM Uptake Fuel Growth
  February 22, 2024 · CARS
• DMC Global (BOOM) Q4 2023: Novoclad Margin Soars to 25% as Portfolio Simplification Accelerates
  February 22, 2024 · BOOM
• Booking Holdings (BKNG) Q4 2023: Alternative Accommodations Jump 19% as Direct Channel Drives Margin Expansion
  February 22, 2024 · BKNG
• Broadstone Net Lease (BNL) Q4 2023: 57% Healthcare Exposure Reduction Sets Up Industrial Reweighting
  February 22, 2024 · BNL
• Cable One (CABO) Q4 2023: Residential Data Revenues Rise 4.8% as ARPU Trade-Offs Deepen
  February 22, 2024 · CABO
• ARES Commercial Real Estate (ACRE) Q4 2023: CECL Reserve Rises to 7.6%, Forcing Dividend Reset
  February 22, 2024 · ACRE
• ATNI Q4 2023: CapEx Falls $10M as Network Investments Drive 39% Broadband Subscriber Growth
  February 22, 2024 · ATNI
• BTG Q4 2023: Exploration Spend Jumps 5x at Back River, Signaling Aggressive Growth Pipeline
  February 22, 2024 · BTG
• Amylix (AMLX) Q4 2023: International Revenue Jumps as U.S. ALS Patient Base Holds Steady
  February 22, 2024 · AMLX
• Applied Optoelectronics (AAOI) Q4 2023: 400G Revenue Surges 8x, AI Pipeline Drives 2024 Rebound
  February 22, 2024 · AAOI
• APA (APA) Q4 2023: Permian Oil Output Up 12% as Egypt Constraints Cap Growth
  February 22, 2024 · APA
• Brady (BRC) Q2 2024: Gross Margin Surges to 50.2% as Product Mix Drives Profitability
  February 22, 2024 · BRC
• AWR Q4 2023: $611M Rate Base Request Signals Accelerated Infrastructure Expansion
  February 22, 2024 · AWR
• Borr Drilling (BORR) Q4 2023: Backlog Jumps $728M as Jack-Up Demand Tightens
  February 22, 2024 · BORR
• AXTI (AXTI) Q4 2023: Indium Phosphide Revenue Climbs 10% as AI Demand Accelerates Substrate Recovery
  February 22, 2024 · AXTI
• BioMarin (BMRN) Q4 2023: Voxogo Surges 178% as Pediatric Label Expansion Drives Uptake
  February 22, 2024 · BMRN
• Alarm.com (ALRM) Q4 2023: Growth Ventures Drive 27% of SaaS Expansion, Margin Leverage Holds
  February 22, 2024 · ALRM
• AmeriSafe (AMSF) Q4 2023: 8.4% Premium Growth Anchors Margin Resilience Amid Rate Pressure
  February 22, 2024 · AMSF
• Bel Fuse (BELFA) Q4 2023: Gross Margin Expands 570bps Despite 49% Magnetics Decline
  February 22, 2024 · BELFA
• Bausch Health (BHC) Q4 2023: Debt Down $670M as R&D and International Units Drive Strategic Reset
  February 22, 2024 · BHC
• BrightSpire Capital (BRSP) Q4 2023: Office Exposure Drops to 33% as Portfolio Rotation Accelerates
  February 21, 2024 · BRSP
• ACV Auctions (ACVA) Q4 2023: Transport Margins Hit High Teens, AI-Driven Efficiency Expands Profit Path
  February 21, 2024 · ACVA
• Analog Devices (ADI) Q1 2024: Industrial Revenue Drops 31% as Inventory Correction Peaks
  February 21, 2024 · ADI
• Brookdale (BKD) Q4 2023: Adjusted Operating Income Climbs 37% as Margin Recovery Accelerates
  February 21, 2024 · BKD
• Cheesecake Factory (CAKE) Q4 2023: 22 New Units Targeted as Unit Growth Accelerates
  February 21, 2024 · CAKE
• Bally’s (BALY) Q4 2023: Chicago Temp Ramps to $10M GGR, Anchoring Five-Year Development Pipeline
  February 21, 2024 · BALY
• Archrock (AROC) Q4 2023: Contract Operations Revenue Climbs 11% as Utilization Hits 96%
  February 21, 2024 · AROC