Latest Earnings Analysis

• BlackSky (BKSY) Q3 2023: $252M Backlog and 98% Incremental Margins Signal Operating Leverage Inflection
  November 08, 2023 · BKSY
• AFC Gamma (AFCG) Q3 2023: Portfolio Yield Sustains 19% as Cannabis Lending Pipeline Rebounds
  November 08, 2023 · AFCG
• Angi (ANGI) Q3 2023: Marketplace Shift Drives 11% Drop in Monetized Transaction Revenue, Refocuses on Quality
  November 08, 2023 · ANGI
• BrightHouse Financial (BHF) Q3 2023: SHIELD Annuity Sales Jump 15% Amid Capital Buffer Shift
  November 08, 2023 · BHF
• BARK (BARK) Q2 2024: Gross Margin Jumps 560bps as Consumables Expansion Offsets Toy Headwinds
  November 08, 2023 · BARK
• AdaptHealth (AHCO) Q3 2023: Sleep Revenue Jumps 17% as Humana Transition Delays Margin Lift
  November 07, 2023 · AHCO
• AWR Q3 2023: $611M Water CapEx Request Signals 24% Rate Hike Push
  November 07, 2023 · AWR
• Axogen (AXGN) Q3 2023: Core Accounts Expand 12% as Scheduled Procedures Surge
  November 07, 2023 · AXGN
• Axon (AXON) Q3 2023: Cloud Revenue Jumps 55% as Federal Bookings Crack Top 5 Deal List
  November 07, 2023 · AXON
• Brink’s (BCO) Q3 2023: AMS and DRS Revenue Hits 20% of Mix, Driving 230bps Margin Expansion
  November 07, 2023 · BCO
• BCSF Q3 2023: 95% Portfolio Outperforms Underwrite as First Lien Focus Drives Resilience
  November 07, 2023 · BCSF
• Angel Oak Mortgage (AOMR) Q3 2023: Warehouse Debt Down 69% as NIM Expansion Accelerates
  November 07, 2023 · AOMR
• Biodesix (BDSX) Q3 2023: Lung Test Volumes Surge 60%, Margin Leverage Accelerates Path to Profitability
  November 07, 2023 · BDSX
• Air Products (APD) Q4 2023: $19B Backlog Anchors Double-Digit EPS Growth Amid $7B Louisiana Hydrogen Bet
  November 07, 2023 · APD
• American Public Education (APEI) Q3 2023: APUS Margin Surges to 30% as Cost Discipline Reshapes Portfolio
  November 07, 2023 · APEI
• AQST Q3 2023: Revenue Jumps 42% as Debt Recast Extends Runway for Anafilm Launch
  November 07, 2023 · AQST
• ARKO (ARKO) Q3 2023: Loyalty Membership Jumps 50%, Fueling Margin Expansion Despite Gallon Decline
  November 07, 2023 · ARKO
• Array Technologies (ARRY) Q3 2023: Gross Margin Rises 560bps as Pipeline Doubles Despite $300M Project Delays
  November 07, 2023 · ARRY
• Ardmore Shipping (ASC) Q3 2023: Spot Exposure Lifts TCE Rates 6% as Market Inflects
  November 07, 2023 · ASC
• Ascendis Pharma (ASND) Q3 2023: Skytrofa Revenue Climbs 31%, Pipeline Expansion Sets Stage for 2024 Launches
  November 07, 2023 · ASND
• A10 Networks (ATEN) Q3 2023: Enterprise Revenue Climbs 7% as Service Provider Headwinds Persist
  November 07, 2023 · ATEN
• Amplify Energy (AMPY) Q3 2023: Net Debt Cut by 43% as Beta Output and Cost Control Drive Strategic Flexibility
  November 07, 2023 · AMPY
• Amplitude (AMPL) Q3 2023: Plus Plan Drives Five-Figure Signups, Refocusing Sales on Enterprise Expansion
  November 07, 2023 · AMPL
• Altimmune (ALT) Q3 2023: R&D Spend Drops 9% as Obesity and NASH Programs Advance Toward Key Data
  November 07, 2023 · ALT
• Akamai (AKAM) Q3 2023: Security Revenue Jumps 20% as Edge Cloud Strategy Drives Mix Shift
  November 07, 2023 · AKAM
• Arteris (AIP) Q3 2023: FlexNOC 5 Drives 33% ASP Uplift Amid 22 New Design Wins
  November 07, 2023 · AIP
• Albany International (AIN) Q3 2023: Heimbach Adds $16M Revenue, Integration Drives 2025 Accretion Path
  November 07, 2023 · AIN
• AGEN (AGEN) Q3 2023: $200M Non-Dilutive Cash Plan Extends Runway as BLA Filing Nears
  November 07, 2023 · AGEN
• Advantage Solutions (ADV) Q3 2023: Marketing Segment Jumps 16%, Unlocking Experiential Growth Path
  November 07, 2023 · ADV
• ADTN Q3 2023: $180M Cash Generation Plan Reshapes Capital Allocation Amid Optical Weakness
  November 07, 2023 · ADTN
• ADC Therapeutics (ADCT) Q3 2023: 23% Cost Cut Reshapes Path After 33% Zinlonta Sales Slide
  November 07, 2023 · ADCT
• ACMR Q3 2023: Gross Margin Rises to 52.9% on Product Mix and China Mature Node Tailwind
  November 07, 2023 · ACMR
• Accel Entertainment (ACEL) Q3 2023: 7% EBITDA Growth Anchored by New Market Expansion
  November 07, 2023 · ACEL
• Arbutus (ABUS) Q3 2023: 24% Workforce Cut Extends Cash Runway, Refocuses on HBV Pipeline
  November 07, 2023 · ABUS
• Brookdale (BKD) Q3 2023: 10.8% Same-Community REVPAR Surge Signals Margin Expansion Path
  November 07, 2023 · BKD
• Ballard Power Systems (BLDP) Q2 2023: Power Products Backlog Surges 140% as Policy Tailwinds Shift Global Strategy
  November 07, 2023 · BLDP
• Blend (BLND) Q3 2023: Consumer Banking Jumps 18% as Builder Platform Drives Pipeline Expansion
  November 07, 2023 · BLND
• ADEA (ADEA) Q3 2023: 22% Revenue Jump Anchored by Samsung and OTT Renewals, Guidance Narrows on Shaw Dispute
  November 06, 2023 · ADEA
• ATEC (ATEC) Q3 2023: $150M Capital Raise Targets Nonlinear Sales Surge, Margin Expansion Accelerates
  November 06, 2023 · ATEC
• ACVA Q3 2023: Market Share Jumps 15% as Pricing and Transport Margins Outpace Industry
  November 06, 2023 · ACVA
• AOSL Q1 2024: Communications Revenue Jumps 80% QoQ, Offsetting Consumer Correction
  November 06, 2023 · AOSL
• Alto Ingredients (ALTO) Q3 2023: $65M EBITDA Expansion Target Delayed as CapEx Pressures Mount
  November 06, 2023 · ALTO
• Farmer Mac (AGM) Q3 2023: Net Effective Spread Climbs to 120bps, Portfolio Diversification Drives Record Profitability
  November 06, 2023 · AGM
• AMG (AMG) Q3 2023: Alternatives Reach 50% of Earnings as $10B Private Markets Inflows Reshape Profile
  November 06, 2023 · AMG
• Ameresco (AMRC) Q3 2023: $3.7B Backlog Surges 41% as Project Delays Extend Revenue Visibility
  November 06, 2023 · AMRC
• BioNTech (BNTX) Q3 2023: R&D Expenses Rise 46% as Oncology Pipeline Enters Late-Stage Trials
  November 06, 2023 · BNTX
• BAM Q3 2023: Private Credit Fee-Bearing Capital Set to Surge 133% with AEL Integration
  November 06, 2023 · BAM
• AAON (AAON) Q3 2023: Gross Margin Surges to 37% as Backlog Shifts Signal Market Share Gains
  November 06, 2023 · AAON
• Axsome Therapeutics (AXSM) Q3 2023: Prescription Growth Hits 30% as Avelity Expansion Targets 44,000 Prescribers
  November 06, 2023 · AXSM
• AES (AES) Q3 2023: Asset Sale Target Raised to $3.5B, Reinforcing Balance Sheet Flexibility
  November 03, 2023 · AES