Latest Earnings Analysis

• Allegion (ALLE) Q3 2023: Electronics Grows Mid-Teens as Margin Expansion Reaches Record Levels
  October 31, 2023 · ALLE
• Acadia Realty Trust (AKR) Q3 2023: Street Retail Rents Surge 45% Above Pre-Pandemic, Fueling NOI Momentum
  October 31, 2023 · AKR
• AGCO (AGCO) Q3 2023: Precision Ag Sales Jump 16% as Margin Profile Surges to 12.6%
  October 31, 2023 · AGCO
• AESI Q3 2023: Logistics Revenue Jumps 17% as Dune Express Execution Drives Margin Expansion Path
  October 31, 2023 · AESI
• Advanced Energy (AEIS) Q3 2023: Gross Margin Rises 50bps as Semiconductor and AI Design Wins Offset Macro Drag
  October 31, 2023 · AEIS
• ADUS Q3 2023: Personal Care Surges 13.9%, Lifting Margin and Acquisition Firepower
  October 31, 2023 · ADUS
• Arch Capital (ACGL) Q3 2023: Reinsurance Net Premium Soars 45%, Capitalizing on Extended Hard Market
  October 31, 2023 · ACGL
• Ardelyx (ARDX) Q3 2023: Ibsrella Jumps 22% as Exposa Launch Targets 550K-Patient CKD Market
  October 31, 2023 · ARDX
• ARES (ARES) Q3 2023: Dry Powder Surges Past $100B, Extending Fee Growth Visibility
  October 31, 2023 · ARES
• ARGX Q3 2023: Hytrulo Drives 22% Sequential Growth as Indication Expansion Accelerates
  October 31, 2023 · ARGX
• Apollo Global Management (ARI) Q3 2023: Private Credit Platform Surges Past $500B, Anchoring 30%+ Earnings Growth
  October 31, 2023 · ARI
• Boise Cascade (BCC) Q3 2023: Brosco Acquisition Adds $191M Revenue, Bolstering Northeast Expansion
  October 31, 2023 · BCC
• Franklin Resources (BEN) Q4 2023: Alternatives AUM Jumps 13%, Accelerating Diversification Strategy
  October 31, 2023 · BEN
• AMKR Q3 2023: Advanced Packaging Drives 25% Sequential Revenue Surge, Capacity Set to Triple in 2024
  October 30, 2023 · AMKR
• BGC (BGC) Q3 2023: Fenix Revenue Surges 19% as Market Share Hits 25%
  October 30, 2023 · BGC
• Arista Networks (ANET) Q3 2023: Cloud and AI Titan Segment Set to Exceed 40% of Revenue Mix
  October 30, 2023 · ANET
• AutoNation (AN) Q3 2023: After Sales Gross Profit Rises 14%, Anchoring Margin Amid Mixed Vehicle Trends
  October 27, 2023 · AN
• Arbor Realty Trust (ABR) Q3 2023: Book Value Climbs 2% as Liquidity Tops $1B, Positioning for Cycle Bottom
  October 27, 2023 · ABR
• Booz Allen Hamilton (BAH) Q2 2024: Backlog Hits $35B as Defense and AI Propel 16% Growth
  October 27, 2023 · BAH
• AirCap (AER) Q3 2023: Buybacks Reach 20% of Shares as Lease Extensions Hit 80%
  October 27, 2023 · AER
• BayFirst (BAFN) Q3 2023: Bolt Loans Drive $197M Production Amid 82bp NIM Compression
  October 27, 2023 · BAFN
• B (B) Q3 2023: MB Aerospace Adds 24% to Segment Sales, Reshaping Portfolio Balance
  October 27, 2023 · B
• Avantor (AVTR) Q3 2023: Free Cash Flow Conversion Tops 110% as Inventory Normalizes
  October 27, 2023 · AVTR
• AON (AON) Q3 2023: $900M Restructuring Fuels Acceleration Toward Unified Platform and Margin Expansion
  October 27, 2023 · AON
• Alliance Resource Partners (ARLP) Q3 2023: Coal Sales Price Up 8.3% Amid Appalachia Cost Pressures
  October 27, 2023 · ARLP
• AllianceBernstein (AB) Q3 2023: $14B Private Markets Dry Powder Poised for Deployment Upside
  October 27, 2023 · AB
• ArcBest (ARCB) Q3 2023: Asset-Based OR Improves 400bps, Unlocking Margin Resilience
  October 27, 2023 · ARCB
• AbbVie (ABBV) Q3 2023: Ex-Humira Platform Surges 12%, Raising 2024 Earnings Floor
  October 27, 2023 · ABBV
• Balchem (BCPC) Q3 2023: Gross Margin Expands 530bps as Human Nutrition Drives Profitability
  October 27, 2023 · BCPC
• Axos Financial (AX) Q1 2024: Net Interest Margin Climbs to 4.36% as Loan Yields Reprice Higher
  October 26, 2023 · AX
• BioRad (BIO) Q3 2023: Life Science Revenue Down 17%, China and Biopharma Weakness Drive Guidance Reset
  October 26, 2023 · BIO
• AppFolio (APPF) Q3 2023: Value-Added Services Jump 39% as AI Powers Operating Margin Expansion
  October 26, 2023 · APPF
• BJRI Q3 2023: $30M Cost Savings Unlock Margin Expansion as Menu, Remodels, and New Prototypes Drive Efficiency
  October 26, 2023 · BJRI
• Baker Hughes (BKR) Q3 2023: IET Orders Surge 84% as LNG Pipeline Drives Multi-Year Growth Visibility
  October 26, 2023 · BKR
• American Tower (AMT) Q3 2023: EBITDA Margin Expands 290bps as Cost Controls and Data Center Outperformance Offset Macro Drag
  October 26, 2023 · AMT
• AmeriSafe (AMSF) Q3 2023: Policy Count Rises 3.9% as Expense Ratio Spikes on One-Offs
  October 26, 2023 · AMSF
• Ameriprise Financial (AMP) Q3 2023: 12% AUMA Surge Signals Resilient Client Flows and Margin Strength
  October 26, 2023 · AMP
• Ardagh Metal Packaging (AMBP) Q3 2023: Americas Volumes Surge 18% as Europe Softens, Cash Flow Guidance Doubles
  October 26, 2023 · AMBP
• Amalgamated Financial (AMAL) Q3 2023: Loan Yields Top 7% as Asset Mix Shift Accelerates
  October 26, 2023 · AMAL
• Antero Midstream (AM) Q3 2023: Free Cash Flow After Dividends Surges 40% Above Guidance as Capital Efficiency Compounds
  October 26, 2023 · AM
• Alaris Financial (ALRS) Q3 2023: Fee Income Stabilizes Revenue as NIM Compresses Another 25bps
  October 26, 2023 · ALRS
• Bristol Myers Squibb (BMY) Q3 2023: New Product Portfolio Guidance Cut to $3.5B, Highlighting Launch Drag and Pipeline Bet
  October 26, 2023 · BMY
• Arthur J. Gallagher (AJG) Q3 2023: M&A Pipeline Surges to $450M, Margin Expansion Holds
  October 26, 2023 · AJG
• Applied Industrial Technologies (AIT) Q1 2024: Gross Margin Expands 81 Basis Points as Backlog Holds at 2x Pre-Pandemic
  October 26, 2023 · AIT
• Business First Bancshares (BFST) Q3 2023: Deposit Growth Surges 14%, Capital Discipline Sets Stage for 2024 Expansion
  October 26, 2023 · BFST
• Agnico Eagle Mines (AEM) Q3 2023: Detour Lake Ramps Toward 1M Ounce Target as Mill Expansion Hits 28M tpa Milestone
  October 26, 2023 · AEM
• A.O. Smith (AOS) Q3 2023: Proactive Replacements Top 30%, Fueling North America Margin Upside
  October 26, 2023 · AOS
• Armour Residential REIT (ARR) Q3 2023: Book Value Drops 17% as MBS Volatility Drives Defensive Shift
  October 26, 2023 · ARR
• Altisource (ASPS) Q3 2023: $46M Pipeline Signals Default Market Upside as Margins Expand
  October 26, 2023 · ASPS
• ATNI Q3 2023: 20% Broadband Subscriber Surge and $200M EBITDA Outlook Anchor Free Cash Flow Pivot
  October 26, 2023 · ATNI