Latest Earnings Analysis

• Universal Display (OLED) Q4 2025: Gen 8.6 Capacity Adds 10% Industry Growth, Reshaping OLED Demand Curve
  June 15, 2026 · OLED
• Suburban Propane (SPH) Q1 2026: 4.2% Volume Surge and RNG Progress Signal Resilient Winter Tailwind
  June 15, 2026 · SPH
• Spectrum Brands (SPB) Q1 2026: Pet Care Grows 8% as Portfolio Rebalancing Drives Segment Divergence
  June 15, 2026 · SPB
• ScanSource (SCSC) Q2 2026: Recurring Revenue Hits 18% in Specialty Segment as Large Deal Timing Clouds Outlook
  June 15, 2026 · SCSC
• AVNW Q2 2026: Bookings Hit 10-Year High as New Segment Orders Signal Multi-Year Growth Pipeline
  June 15, 2026 · AVNW
• BJ’s (BJ) Q4 2025: Membership Base Jumps 500K, Fueling Expansion and Digital Penetration
  June 15, 2026 · BJ
• Energizer (ENR) Q1 2026: Gross Margin Set for 600bp Expansion as Tariff Drag Fades
  June 15, 2026 · ENR
• Equitable Holdings (EQH) Q4 2025: $1.1T AUM Fuels Fee Growth as Mortality Drag Recedes
  June 15, 2026 · EQH
• QIAGEN (QGEN) Q4 2025: Growth Pillars Hit $1.49B, Setting Stage for 9% 2026 Expansion
  June 15, 2026 · QGEN
• Enersys (ENS) Q3 2026: Data Center Sales Jump 28%, Lithium Launch Poised to Unlock Next Leg
  June 15, 2026 · ENS
• Bullish (BLSH) Q4 2025: Options Open Interest Surges Past $4B, Anchoring Institutional Expansion
  June 15, 2026 · BLSH
• EMBC Q1 2026: International Revenue Up 4.6% as U.S. Pricing Headwinds Shift Full-Year Guide Lower
  June 15, 2026 · EMBC
• Qualcomm (QCOM) Q1 2026: Automotive Revenue Accelerates 35% as Handset Memory Crunch Bites
  June 15, 2026 · QCOM
• ELF (ELF) Q3 2026: Rode Adds $128M, Driving 38% Sales Surge and Global Expansion
  June 15, 2026 · ELF
• Baker Hughes (BKR) Q4 2025: Power Systems Orders Surge 150%, Anchoring $32B Backlog Expansion
  June 15, 2026 · BKR
• LifeVantage (LFVN) Q2 2026: MindBody GLP-1 Down 27%, Love Biome Adds $4M, Shifts Growth Mix
  June 15, 2026 · LFVN
• PFGC (PFGC) Q2 2026: Convenience EBITDA Jumps 13% on Margin-Accretive Mix Shift
  June 15, 2026 · PFGC
• Powell Industries (POWL) Q1 2026: Backlog Jumps 14%, Data Center and LNG Orders Reshape Growth Visibility
  June 15, 2026 · POWL
• Vertiv (VRT) Q4 2025: Backlog Doubles to $15B as Americas Orders Surge, Extending AI Data Center Tailwind
  June 15, 2026 · VRT
• WEX (WEX) Q4 2025: Corporate Payments Revenue Jumps 18% as Travel and B2B Engines Scale
  June 15, 2026 · WEX
• Skyline Champion (SKY) Q3 2026: Captive Retail Share Rises to 38% as Product Mix Drives Margin Volatility
  June 15, 2026 · SKY
• BG Q4 2025: $190M Synergies Accelerate as Viterra Integration Reshapes Margin Potential
  June 15, 2026 · BG
• Vontier (VNT) Q4 2025: Invenco Surges 22%, Unified Payment Strategy Drives Margin Expansion
  June 15, 2026 · VNT
• Research Frontiers (REFR) Q4 2025: $1.1M Capital Infusion Anchors SPD Pipeline Expansion
  June 15, 2026 · REFR
• Virtus Investment Partners (VRTS) Q4 2025: $8.1B Equity Outflows Underscore Style Headwind, Private Markets Expansion in Focus
  June 15, 2026 · VRTS
• Supermicro (SMCI) Q2 2026: DCBBS Profit Share Doubles to 4%, Margin Expansion in Focus
  June 15, 2026 · SMCI
• H&R Block (HRB) Q2 2026: Assisted Tax Prep Volume Climbs 11% as Complexity Drives Channel Shift
  June 15, 2026 · HRB
• Enterprise Products Partners (EPD) Q4 2025: $2.7B EBITDA Record Sets Stage for 10% 2027 Growth Surge
  June 15, 2026 · EPD
• Zillow Group (Z) Q4 2025: Rentals Revenue Jumps 45% as Multifamily Listings Surge
  June 15, 2026 · Z
• Explore Infrastructure (XIFR) Q4 2025: $1.1B SEPF Buyout Reduces Third-Party Equity, Unlocks Portfolio Control
  June 15, 2026 · XIFR
• Columbia Sportswear (COLM) Q4 2025: U.S. Wholesale Order Book Up Mid-Single Digits, Tariff Drag Persists
  June 15, 2026 · COLM
• Clorox (CLX) Q2 2026: Innovation Spend Doubles as ERP Transition Drives 1pt Shipment Shift
  June 15, 2026 · CLX
• Wynn Resorts (WYNN) Q4 2025: Non-Dollar Revenue Set to Surpass 55% With Marjan Expansion
  June 15, 2026 · WYNN
• WESCO (WCC) Q4 2025: Data Center Sales Surge 50%, Securing Structural Growth Tailwind
  June 15, 2026 · WCC
• Waters (WAT) Q4 2025: BD Acquisition Adds $3B Revenue, Sets 5.3% Growth Path for 2026
  June 15, 2026 · WAT
• Vornado (VNO) Q4 2025: Manhattan Office Occupancy Climbs to 91.2%, Fueling 2027 Earnings Ramp
  June 15, 2026 · VNO
• Zurn Elkay (ZWS) Q4 2025: Organic Sales Up 10% as Margin Expansion Drives $317M Free Cash Flow
  June 15, 2026 · ZWS
• YUM Q4 2025: Digital Sales Surge 25% as Byte Platform Expands Margin and Unit Growth
  June 15, 2026 · YUM
• BHE Q4 2025: Medical and ACNC Surge 20%+, Setting Up Early Semi-Cap Recovery
  June 15, 2026 · BHE
• Enphase Energy (ENPH) Q4 2025: Battery Sell-Through Jumps 27% as Platform Expansion Accelerates
  June 15, 2026 · ENPH
• Emerson (EMR) Q1 2026: Orders Surge 9% on Power and LNG Long-Cycle Wins
  June 15, 2026 · EMR
• Valvoline (VVV) Q1 2026: Breeze Adds 162 Stores, Margin Expansion Outpaces Sales Growth
  June 15, 2026 · VVV
• Upwork (UPWK) Q4 2025: AI Work Surges 50% as SMB and Enterprise Engines Accelerate
  June 15, 2026 · UPWK
• U-Haul (UHAL) Q3 2026: $75M Fleet Cost Surge Drives Losses, Storage Growth Outpaces Demand
  June 15, 2026 · UHAL
• Tower Semiconductor (TSEM) Q4 2025: Silicon Photonics Surges 75%, Unlocking $920M CapEx Expansion
  June 15, 2026 · TSEM
• Trupanion (TRUP) Q4 2025: Subscription Margin Expands 120bps as Pet Acquisition Accelerates
  June 15, 2026 · TRUP
• Tenable (TENB) Q4 2025: Tenable One Drives 46% of New Sales as AI Exposure Accelerates Platform Adoption
  June 15, 2026 · TENB
• Transcat (TRNS) Q3 2026: Distribution Gross Margin Jumps 330bps as Rental Mix Drives Profitability
  June 15, 2026 · TRNS
• Kodiak (KDK) Q4 2025: Driverless Truck Fleet Doubles to 20, Accelerating Physical AI Scale-Up
  June 15, 2026 · KDK
• US Foods (USFD) Q4 2025: Pronto Tops $1B Sales as Independent Restaurant Volume Accelerates 4.1%
  June 15, 2026 · USFD