Latest Earnings Analysis

• Cardinal Health (CAH) Q2 2024: Pharma Profit Up 12% as Specialty Networks Acquisition Signals Strategic Shift
  February 01, 2024 · CAH
• Axis Capital (AXS) Q4 2023: Insurance Premiums Up 17% as Specialty Mix Drives Margin Reset
  February 01, 2024 · AXS
• BZH Q1 2024: Orders Surge 71% as Community Count Expands 14%, Setting Up Double-Digit ROE Path
  February 01, 2024 · BZH
• BD (BDX) Q1 2024: Margin Expansion Outpaces Revenue at 51.1%, Underpinning FY24 Guidance Raise
  February 01, 2024 · BDX
• Brandywine Realty Trust (BDN) Q4 2023: 43% Spec Revenue Jump Sets Up Leasing-Driven Turnaround
  February 01, 2024 · BDN
• Apple (AAPL) Q1 2024: Services Jump 11% as Installed Base Tops 2.2 Billion Devices
  February 01, 2024 · AAPL
• ATI (ATI) Q4 2023: Titanium Melt Capacity Expands 45%, Setting Up Second-Half Earnings Surge
  February 01, 2024 · ATI
• Amazon (AMZN) Q4 2023: AWS Backlog Jumps $20B, Generative AI and Retail Efficiency Drive Multi-Segment Upside
  February 01, 2024 · AMZN
• AVB Q4 2023: $80M NOI Uplift Targeted as Operating Model Transformation Accelerates
  February 01, 2024 · AVB
• Ball (BALL) Q4 2023: $818M Free Cash Flow Anchors Post-Aerospace Transition Playbook
  February 01, 2024 · BALL
• Atkore (ATKR) Q1 2024: Organic Volume Up 13% as Backlog and Capital Return Reshape Growth Trajectory
  February 01, 2024 · ATKR
• Brunswick (BC) Q4 2023: Free Cash Flow Surges 25% as Margin Headwinds Reshape 2024 Guide
  February 01, 2024 · BC
• Broadridge (BR) Q2 2024: Recurring Revenue Up 6%, Digital Transition Accelerates Margin Story
  February 01, 2024 · BR
• Avery Dennison (AVY) Q4 2023: Intelligent Labels Revenue Climbs to $850M as Non-Apparel Grows 75%
  January 31, 2024 · AVY
• Boston Scientific (BSX) Q4 2023: Electrophysiology Surges 43% as Farapulse Approval Unlocks Next Growth Leg
  January 31, 2024 · BSX
• Credit Acceptance (CACC) Q4 2023: Loan Volume Surges 27% Even as Collection Forecasts Slide
  January 31, 2024 · CACC
• Boot Barn (BOOT) Q3 2024: New Store Revenue Surges 50% Above Model, Offsetting Comp Headwinds
  January 31, 2024 · BOOT
• BHE Q4 2023: Free Cash Flow Surges to $126M as Margins Hold Amid Broad Demand Softness
  January 31, 2024 · BHE
• BXP (BXP) Q4 2023: $4B Capital Raised, 14% FFO Accretion from JV Buyouts Signals Offensive Shift
  January 31, 2024 · BXP
• Avnet (AVT) Q2 2024: Inventory Up $361M as Supply Chain Services Ramp, Margin Focus Intensifies
  January 31, 2024 · AVT
• Ashland (ASH) Q1 2024: $136M Inventory Reduction Resets Operating Leverage Ahead of Demand Rebound
  January 31, 2024 · ASH
• APTV Q4 2023: $34B Bookings Anchor 7% Growth Outlook as High Voltage and China Mix Shift
  January 31, 2024 · APTV
• Align Technology (ALGN) Q4 2023: DSP Shipments Up 85% as Innovation Pipeline Drives Multi-Year Ramp
  January 31, 2024 · ALGN
• ADP (ADP) Q2 2024: PEO Bookings Outpace Expectations, Signaling Gradual Reacceleration
  January 31, 2024 · ADP
• Boeing (BA) Q4 2023: $441B Backlog Anchors Recovery Amid MAX 9 Quality Overhaul
  January 31, 2024 · BA
• A.O. Smith (AOS) Q4 2024: China Sales Drop 6%, Strategic Channel Shifts Reshape Growth Path
  January 30, 2024 · AOS
• Axos Financial (AX) Q2 2024: FDIC Loan Purchase Lifts NIM by 40-50bps, Fuels Strategic Talent Push
  January 30, 2024 · AX
• AMD (AMD) Q4 2023: MI300 GPU Revenue Surges Past $400M, Raising AI Accelerator Ambitions to $3.5B+
  January 30, 2024 · AMD
• Franklin Resources (BEN) Q1 2024: Alternatives Hit $5B Private Market Inflows, Putnam Integration Raises Scale
  January 29, 2024 · BEN
• Alliance Resource Partners (ARLP) Q4 2023: 90% Coal Volumes Locked for 2024, CapEx to Normalize in 2025
  January 29, 2024 · ARLP
• Bank of Marin (BMRC) Q4 2023: $5.9M Securities Loss Reshapes Margin Trajectory for 2024
  January 29, 2024 · BMRC
• American Express (AXP) Q4 2023: Net Card Fees Jump 17%, Premiumization Drives Durable Growth
  January 26, 2024 · AXP
• Autoliv (ALV) Q4 2023: 45% Market Share Anchors Path to 10.5% Margin Despite Labor Inflation
  January 26, 2024 · ALV
• Badger Meter (BMI) Q4 2023: Smart Water Revenue Jumps 28% as SaaS Mix Expands
  January 26, 2024 · BMI
• BayFirst Financial (BAFN) Q4 2023: CreditBench SBA Loans Surge 42%, Fueling Franchise Growth
  January 26, 2024 · BAFN
• BankUnited (BKU) Q4 2023: C&I and CRE Loans Expand $476M as Balance Sheet Transformation Drives Margin Upside
  January 26, 2024 · BKU
• Booz Allen Hamilton (BAH) Q3 2024: Backlog Climbs 14% as Volt Strategy Fuels Resilient Growth
  January 26, 2024 · BAH
• AMSC (AMSC) Q3 2023: Grid Revenue Surges 61% as Backlog Hits $137M, Diversification Accelerates
  January 25, 2024 · AMSC
• Ameriprise Financial (AMP) Q4 2023: Wealth Management Margin Holds Above 30% as Cash Balances Hit $82B
  January 25, 2024 · AMP
• Arthur J. Gallagher (AJG) Q4 2023: 20% Revenue Growth Anchored by 51 M&A Deals and Margin Expansion
  January 25, 2024 · AJG
• Popular (BPOP) Q4 2023: Tangible Book Value Jumps 19% as Loan Growth Outpaces Deposit Cost Pressure
  January 25, 2024 · BPOP
• American Airlines (AAL) Q4 2023: Debt Reduction Surges to $13B, Sharpening Balance Sheet Flexibility
  January 25, 2024 · AAL
• Amerant Bancorp (AMTB) Q4 2023: $401M CRE Loan Sale Triggers Strategic Balance Sheet Reset
  January 25, 2024 · AMTB
• Banc of California (BANC) Q4 2023: $9B Wholesale Funding Cut Drives NIM Rebuild and Profit Focus
  January 25, 2024 · BANC
• AppFolio (APPF) Q4 2023: AI Feature Adoption Doubles, Lifting ARPU and Margin Expansion Trajectory
  January 25, 2024 · APPF
• Bread Financial (BFH) Q4 2023: CFPB Rule Poses 25% Revenue Risk, Forcing Strategic Credit Tightening
  January 25, 2024 · BFH
• Associated Banc-Corp (ASB) Q4 2023: $969M Mortgage Sale Drives Loan Mix Shift, Margin Bottom Nears
  January 25, 2024 · ASB
• Alaska Air Group (ALK) Q4 2023: MAX 9 Grounding Drives $150M Hit, Premium Revenue Climbs to 46%
  January 25, 2024 · ALK
• Alaris Financial (ALRS) Q4 2023: Fee Revenue Hits 54% of Total, Showcasing Diversified Model Strength
  January 25, 2024 · ALRS
• Applied Industrial Technologies (AIT) Q2 2024: Cash Flow Soars 73% as Margin Expansion Offsets Muted Demand
  January 25, 2024 · AIT