Latest Earnings Analysis

• Avantor (AVTR) Q4 2023: $300M Cost Program Targets Margin Upside Amidst 4.8% Organic Decline
  February 14, 2024 · AVTR
• Adaptive Biotechnologies (ADPT) Q4 2023: MRD Clinical Revenue Jumps 56%, Margin Levers Set for 2025 Profitability
  February 14, 2024 · ADPT
• Agri Realty (ADC) Q4 2023: Cap Rates Jump 80bps as Discipline Trumps Volume in Volatile Market
  February 14, 2024 · ADC
• AIG (AIG) Q4 2023: Net Investment Income Jumps 17% as Underwriting Profitability Deepens
  February 14, 2024 · AIG
• CAE (CAE) Q3 2024: Eight Legacy Contracts Cut Defense Margin by 300bps, Civil Order Intake Surges
  February 14, 2024 · CAE
• AYTU Q2 2024: ADHD Portfolio Revenue Jumps 49% as Consumer Health Exit Reshapes Profitability
  February 14, 2024 · AYTU
• Atomera (ATOM) Q4 2023: STMicro MST Installation Triggers $550K License Revenue and Accelerates Adoption Path
  February 13, 2024 · ATOM
• Brixmor Property Group (BRX) Q4 2023: $64M Signed-Not-Commenced Pool Extends Growth Runway
  February 13, 2024 · BRX
• Aspen Aerogels (ASPN) Q4 2023: Gross Margin Climbs to 35% as EV Thermal Barriers Scale
  February 13, 2024 · ASPN
• AutoNation (AN) Q4 2023: After-Sales Gross Profit Climbs 13% as Margin Normalization Accelerates
  February 13, 2024 · AN
• Beneficent (BENF) Q3 2024: $883M Goodwill Charge Highlights Strategic Reset Amid Platform Scale-Up
  February 13, 2024 · BENF
• Airbnb (ABNB) Q4 2023: Active Listings Jump 18% as Global Supply Expansion Sets Stage for AI-Driven Growth
  February 13, 2024 · ABNB
• ALX Q4 2023: $200M Penn District NOI Pipeline Sets Up Earnings Recovery Path
  February 13, 2024 · ALX
• Roivant (ROIV) Q3 2024: $5.2B Cash Reserves Anchor 2025 Pipeline Milestone Wave
  February 13, 2024 · ROIV
• Biogen (BIIB) Q4 2023: $800M Cost Reset Targets, New Launches Offset 6% Legacy Slide
  February 13, 2024 · BIIB
• Bright Horizons (BFAM) Q4 2023: Backup Care Surges 26%, Offsetting UK Losses and Driving Structural Shift
  February 13, 2024 · BFAM
• Allison Transmission (ALSN) Q4 2023: North America On-Highway Jumps 14%, Pricing Power Sets Up 2025 Leverage
  February 13, 2024 · ALSN
• AKTS Q2 2024: Cost Cuts Drive 30% Cash Burn Reduction as Wi-Fi 7 Ramps
  February 13, 2024 · AKTS
• BrightHouse Financial (BHF) Q4 2023: SHIELD Annuity Sales Surge 17% as Capital Flexibility Withstands Regulatory Shift
  February 13, 2024 · BHF
• Blackbaud (BLKB) Q4 2023: EBITDA Margin Surges 900bps as Pricing and Cost Discipline Reshape Trajectory
  February 13, 2024 · BLKB
• AVIS (CAR) Q4 2023: Depreciation Per Unit Jumps to $325 as Fleet Discipline Tightens
  February 13, 2024 · CAR
• Blackline (BL) Q4 2023: SAP Partnership Drives 25% of Revenue as Platform Strategy Accelerates
  February 13, 2024 · BL
• Instacart (CART) Q4 2023: Order Growth Drives 7% GTV Acceleration as Incentive Strategy Shifts
  February 13, 2024 · CART
• Bruker (BRKR) Q4 2023: Organic Revenue Jumps 15.9% as Portfolio Expansion Accelerates Post-Genomic Tailwind
  February 13, 2024 · BRKR
• Arista Networks (ANET) Q4 2023: Enterprise Momentum Lifts Mix as 400G Customer Base Grows 33%
  February 12, 2024 · ANET
• Amtech Systems (ASYS) Q1 2024: $6M Cost Cuts Reshape Margin Trajectory Amid Demand Softness
  February 12, 2024 · ASYS
• BAP Q4 2023: Retail Loan Mix and Digital Initiatives Lift NIM to 6.21%
  February 09, 2024 · BAP
• Aptar (ATR) Q4 2023: Pharma Core Sales Up 11% as Margin Expansion Drives Double-Digit EPS Growth
  February 09, 2024 · ATR
• AMC Networks (AMCX) Q4 2023: Streaming Revenue Climbs 13% as Ad-Supported Ecosystem Expands
  February 09, 2024 · AMCX
• BILL (BILL) Q2 2024: Workforce Cut Delivers $60M Savings as Platform Unification Drives Strategic Reset
  February 08, 2024 · BILL
• Boyd Gaming (BYD) Q4 2023: $475M Capital Return Underscores Margin Discipline Amid Competitive Las Vegas Shift
  February 08, 2024 · BYD
• Baxter (BAX) Q4 2023: $2.8B Debt Paydown Reshapes Capital Allocation Ahead of Kidney Care Spin
  February 08, 2024 · BAX
• Aurora Cannabis (ACB) Q3 2024: International Medical Revenue Jumps 41% as Australia Acquisition Reshapes Global Footprint
  February 08, 2024 · ACB
• Affirm (AFRM) Q2 2024: Shopify Partnership GMV Grows 2x Faster Than Core Platform, Signaling Channel Acceleration
  February 08, 2024 · AFRM
• Radiant Logistics (RLGT) Q2 2024: Adjusted EBITDA Surges 56% as Project Freight and M&A Offset Market Headwinds
  February 08, 2024 · RLGT
• Peabody Energy (BTU) Q4 2023: Share Buybacks Cut Float by 11% as Met Coal Pivot Accelerates
  February 08, 2024 · BTU
• AstraZeneca (AZN) Q4 2023: Oncology and Rare Disease Drive 21% and 12% Growth, Setting Stage for Next Decade
  February 08, 2024 · AZN
• Apollo Global Management (APO) Q4 2023: Origination Surges to $30B as Firm Targets $250B Ambition
  February 08, 2024 · APO
• Black Hills (BKH) Q4 2023: Capital Plan Jumps $800M as Data Center Load Set to Double Earnings Contribution
  February 08, 2024 · BKH
• BorgWarner (BWA) Q4 2023: E-Product Sales Set for 40% Growth, Margin Resiliency Holds Amid EV Volatility
  February 08, 2024 · BWA
• Axalta (AXTA) Q4 2023: Mobility EBITDA Jumps 50% as China Drives Segment Turnaround
  February 08, 2024 · AXTA
• Arrow Electronics (ARW) Q4 2023: Inventory Falls $600M as Recurring IT Revenue Approaches One-Third Mix
  February 08, 2024 · ARW
• ALCO Q1 2024: Ranch Sale Cuts Debt 34% as Citrus Recovery Lags Hurricane Impact
  February 08, 2024 · ALCO
• Allstate (ALL) Q4 2023: Auto Rate Hikes Top 33%, Setting Stage for Margin Recovery
  February 08, 2024 · ALL
• ARES (ARES) Q4 2023: $74B Raised, Deployment Surges 40% as Platform Scale Drives Fee Momentum
  February 08, 2024 · ARES
• Asbury Automotive Group (ABG) Q4 2023: Used Retail Revenue Drops 12% as Inventory Sourcing Tightens
  February 08, 2024 · ABG
• Belden (BDC) Q4 2023: Margins Expand 270bps as Solutions Model Offsets 16% Revenue Drop
  February 08, 2024 · BDC
• Alliance Entertainment (AENT) Q2 2024: Gross Margin Jumps 650bps as Direct Fulfillment Hits 45%
  February 08, 2024 · AENT
• Blue Bird (BLBD) Q1 2024: EV Bus Backlog Hits 500 Units, Propelling Margin Expansion
  February 07, 2024 · BLBD
• Digital Turbine (APPS) Q3 2024: ODS Revenue Falls 2% as Device Headwinds Deepen, Alternative App Bets Scale
  February 07, 2024 · APPS