Latest Earnings Analysis

• ARI Q4 2023: $536M Deployed in Europe Signals Strategic Shift as Portfolio Yield Climbs
  February 07, 2024 · ARI
• ARM (ARM) Q3 2024: V9 Drives 2x Royalty Rate, AI Licensing Upside Accelerates
  February 07, 2024 · ARM
• Assurant (AIZ) Q4 2023: Connected Living Jumps 23% as Housing Margin Hits 83% Combined Ratio
  February 07, 2024 · AIZ
• American Financial Group (AFG) Q4 2023: Special Dividends Top $466M as Premiums Rise 8%, Guidance Dropped
  February 07, 2024 · AFG
• Ascendis Pharma (ASND) Q4 2023: Skytrofa Revenue Jumps 37% QoQ as Streamlining Unlocks Breakeven Path
  February 07, 2024 · ASND
• Adient (ADNT) Q1 2024: $100M Buyback Signals Cash Confidence Amid Margin Expansion Push
  February 07, 2024 · ADNT
• Algoma Steel (ASTL) Q3 2024: EAF Spend Hits $510M as Plate Demand and Transition Drive Strategic Reset
  February 07, 2024 · ASTL
• Enact (ACT) Q4 2023: Persistency Climbs to 86% as Capital Return and Credit Strength Define Cycle Position
  February 07, 2024 · ACT
• Axcelis (ACLS) Q4 2023: Silicon Carbide Drives 59% System Mix, Setting Stage for $1.3B Ambition
  February 07, 2024 · ACLS
• Atmos Energy (ATO) Q1 2024: Texas Property Tax Cut Adds $20M Tailwind, Reinforces Growth Runway
  February 07, 2024 · ATO
• AllianceBernstein (AB) Q4 2023: Private Markets Revenue Jumps to 14% of Asset Management Mix
  February 07, 2024 · AB
• Artisan Partners (APAM) Q4 2023: AUM Climbs 17% as Alternatives and Fixed Income Franchises Scale
  February 07, 2024 · APAM
• American Assets Trust (AAT) Q4 2023: Office Cash NOI Turns Negative, Guidance Cut by 5.8% Amid Leasing Delays
  February 07, 2024 · AAT
• Azenta (AZTA) Q1 2024: SMS Ex-CNI Grows 9% as Automation and Repository Demand Outpace Market
  February 07, 2024 · AZTA
• Alibaba (BABA) Q3 2024: International Commerce Surges 44% as Platform Investments Accelerate
  February 07, 2024 · BABA
• BARK (BARK) Q3 2024: Gross Margin Climbs 210bps as Retail Treat Rollout Expands Reach
  February 07, 2024 · BARK
• BG Q4 2023: $600M Brazil Acquisition and Buybacks Accelerate Global Crush Platform
  February 07, 2024 · BG
• AECOM (ACM) Q1 2024: Design Backlog Climbs 9% as Margin Expansion Strategy Takes Hold
  February 06, 2024 · ACM
• AOSL Q2 2024: Computing Segment Grows 12% as Inventory Correction Nears End
  February 06, 2024 · AOSL
• Amcor (AMCR) Q2 2024: $200M Cost Outpaces 10% Volume Drop, Resetting Margin Leverage
  February 06, 2024 · AMCR
• ArcBest (ARCB) Q4 2023: Asset-Based OR Improves 400bps, Defining Cost Reset Amid Freight Volatility
  February 06, 2024 · ARCB
• Carrier (CARR) Q4 2023: Wiesman Adds $4.2B Sales, Accelerating Portfolio Shift and Margin Expansion
  February 06, 2024 · CARR
• AMETEK (AME) Q4 2023: $3.53B Backlog Expands 10% as Acquisitions and MedTech Drive Portfolio Shift
  February 06, 2024 · AME
• BellRing Brands (BRBR) Q1 2024: Premier Protein Household Penetration Climbs to 17%, Fueling Guidance Raise
  February 06, 2024 · BRBR
• AVNW Q2 2024: Pasolink Adds $140M Run Rate, Accelerating Global Scale and Margin Expansion
  February 06, 2024 · AVNW
• Amgen (AMGN) Q4 2023: Horizon Adds $954M, Rare Disease Now 4th Growth Pillar
  February 06, 2024 · AMGN
• Aramark (ARMK) Q1 2024: International AOI Jumps 37% as Margin Levers Drive Upside
  February 06, 2024 · ARMK
• Arrowhead Pharmaceuticals (ARWR) Q1 2024: $100M Operating Burn Cut Reshapes Clinical Investment Priorities
  February 06, 2024 · ARWR
• AGCO (AGCO) Q4 2023: South America Margin Plunge Drives 42% Segment Sales Drop, Reshaping Global Playbook
  February 06, 2024 · AGCO
• AEIS Q4 2023: Gross Margin Path to 40% as Factory Consolidation Unlocks 300bps Upside
  February 06, 2024 · AEIS
• AudioCodes (AUDC) Q4 2023: Services Revenue Climbs to 49% of Mix as Conversational AI Expands
  February 06, 2024 · AUDC
• ATEN Q4 2023: Enterprise Revenue Climbs 23% as Service Provider Weakness Persists
  February 06, 2024 · ATEN
• Autohome (ATHM) Q4 2023: NEV Revenue Jumps 81%, Fueling Retail and Digital Expansion
  February 06, 2024 · ATHM
• Allegiant (ALGT) Q4 2023: Peak Utilization Set for 20% Lift by 2025 as Sunseeker Ramps
  February 05, 2024 · ALGT
• AMG (AMG) Q4 2023: Alternatives Now 50% of Earnings, Accelerating Strategic Shift
  February 05, 2024 · AMG
• Amkor Technology (AMKR) Q4 2023: Equipment CapEx to Jump 50% as 2.5D Capacity Ramps for AI Demand
  February 05, 2024 · AMKR
• Air Products (APD) Q1 2024: Europe Margin Jumps 1000 bps, Offsetting Asia and Helium Drag
  February 05, 2024 · APD
• AON (AON) Q4 2023: Reinsurance Solutions Jump 14% as Risk Capital Integration Accelerates
  February 02, 2024 · AON
• Bristol-Myers Squibb (BMY) Q4 2023: Growth Portfolio Delivers 15% Expansion, Offsetting Legacy Erosion
  February 02, 2024 · BMY
• AbbVie (ABBV) Q4 2023: Ex-Humira Growth Platform Surges 15%, Powering Post-LOE Recovery
  February 02, 2024 · ABBV
• Amazon (AMZN) Q4 2023: AWS Backlog Jumps $20B, Generative AI and Retail Efficiency Drive Multi-Segment Upside
  February 01, 2024 · AMZN
• Atkore (ATKR) Q1 2024: Organic Volume Up 13% as Backlog and Capital Return Reshape Growth Trajectory
  February 01, 2024 · ATKR
• AVB Q4 2023: $80M NOI Uplift Targeted as Operating Model Transformation Accelerates
  February 01, 2024 · AVB
• Broadridge (BR) Q2 2024: Recurring Revenue Up 6%, Digital Transition Accelerates Margin Story
  February 01, 2024 · BR
• Brandywine Realty Trust (BDN) Q4 2023: 43% Spec Revenue Jump Sets Up Leasing-Driven Turnaround
  February 01, 2024 · BDN
• ATI (ATI) Q4 2023: Titanium Melt Capacity Expands 45%, Setting Up Second-Half Earnings Surge
  February 01, 2024 · ATI
• Brunswick (BC) Q4 2023: Free Cash Flow Surges 25% as Margin Headwinds Reshape 2024 Guide
  February 01, 2024 · BC
• Ball (BALL) Q4 2023: $818M Free Cash Flow Anchors Post-Aerospace Transition Playbook
  February 01, 2024 · BALL
• Apple (AAPL) Q1 2024: Services Jump 11% as Installed Base Tops 2.2 Billion Devices
  February 01, 2024 · AAPL
• BrightView (BV) Q1 2024: Development Margin Expands 110bps as Core Focus Drives Portfolio Reset
  February 01, 2024 · BV