Latest Earnings Analysis

• ARES (ARES) Q2 2023: Available Capital Rises 33%, Fueling Private Credit Expansion
  August 01, 2023 · ARES
• AUDC Q2 2023: Microsoft Teams Revenue Jumps 18%, Accelerating Shift to Recurring Services
  August 01, 2023 · AUDC
• AVB Q2 2023: Development Yields Hit 6.6% as Coastal Markets Outperform Sunbelt
  August 01, 2023 · AVB
• AWRE Q2 2023: Recurring Revenue Hits 65% of Total, Partner Pipeline Surpasses 50%
  August 01, 2023 · AWRE
• Boise Cascade (BCC) Q2 2023: Plywood Volumes Surge 57% as Distribution Margins Hold Despite Price Deflation
  August 01, 2023 · BCC
• Vornado Realty Trust (ALX) Q2 2023: Class A Leasing Drives 5.7% Rent Uplift Amid Capital Market Freeze
  August 01, 2023 · ALX
• Alight (ALIT) Q2 2023: BPaaS Revenue Surges 40%, Backlog Locks in $2.5B for 2024
  August 01, 2023 · ALIT
• Allegro MicroSystems (ALGM) Q1 2024: E-Mobility Sales Jump 58% as Strategic Mix Drives Margin Outperformance
  August 01, 2023 · ALGM
• AESI Q2 2023: Logistics Revenue Up 45% as Dune Express Build Drives Margin Expansion
  August 01, 2023 · AESI
• AMETEK (AME) Q2 2023: Backlog Surges 91% Since 2020, Extending Growth Visibility
  August 01, 2023 · AME
• AMD (AMD) Q2 2023: MI300 Ramp Targets 50% Data Center Surge Amid AI Demand Spike
  August 01, 2023 · AMD
• ADUS Q2 2023: Personal Care Drives 12.6% Same-Store Growth, Offsetting Clinical Segment Pressures
  August 01, 2023 · ADUS
• Bloomin’ Brands (BLMN) Q2 2023: Brazil Margins Jump 280bps as Technology Drives U.S. Productivity
  August 01, 2023 · BLMN
• Bright Horizons (BFAM) Q2 2023: Backup Care Surges 27% as UK Drag Weighs on Margin Recovery
  August 01, 2023 · BFAM
• Arista Networks (ANET) Q2 2023: Enterprise Revenue Share Climbs to 21% as Cloud Titan Demand Moderates
  July 31, 2023 · ANET
• Ameresco (AMRC) Q2 2023: Project Backlog Climbs 9% as Battery Storage Drives $3.2B Pipeline
  July 31, 2023 · AMRC
• Amkor Technology (AMKR) Q2 2023: 22% Sequential Revenue Ramp Signals Advanced Packaging Tailwind
  July 31, 2023 · AMKR
• AirCap (AER) Q2 2023: $166M Asset Sale Gain Signals Persistent Supply Squeeze
  July 31, 2023 · AER
• BioMarin (BMRN) Q2 2023: Voxzogo Guidance Raised 17% Amid Accelerated Patient Uptake and Roctavian Launch Momentum
  July 31, 2023 · BMRN
• Alliance Resource Partners (ARLP) Q2 2023: Free Cash Flow Jumps 89% as Contracted Coal Book Anchors Outlook
  July 31, 2023 · ARLP
• Benchmark Electronics (BHE) Q2 2023: Supply Chain Premiums Down $74M, Margin Expansion Signals Core Strength
  July 31, 2023 · BHE
• Amerisafe (AMSF) Q2 2023: Combined Ratio Drops to 85.4% as Reserve Releases Offset Rate Pressure
  July 28, 2023 · AMSF
• AllianceBernstein (AB) Q2 2023: Institutional Pipeline Grows 10% as Private Markets AUM Hits $61B
  July 28, 2023 · AB
• Avantor (AVTR) Q2 2023: Biopharma and Semiconductor Declines Drive 6.5% Core Organic Drop, Margin Resilience Signals Cost Discipline
  July 28, 2023 · AVTR
• ArcBest (ARCB) Q2 2023: Core LTL Shipments Jump 10% Amid Industry Disruption
  July 28, 2023 · ARCB
• AON (AON) Q2 2023: Health Solutions Grows 10% as Margin Expansion Outpaces Cost Inflation
  July 28, 2023 · AON
• Acadia Healthcare (ACHC) Q2 2023: Wage Inflation Drops 120bps as Multi-Pronged Expansion Accelerates
  July 28, 2023 · ACHC
• APTAR (ATR) Q2 2023: Pharma Core Sales Jump 13% as Injectables Rebound Drives Pipeline Visibility
  July 28, 2023 · ATR
• AMH (AMH) Q2 2023: Joint Venture Adds $625M Capital, Anchoring Development-Led Growth
  July 28, 2023 · AMH
• B (B) Q2 2023: Aerospace Backlog Climbs 7%, Margin Recovery Hinges on Productivity Fix
  July 28, 2023 · B
• Booz Allen Hamilton (BAH) Q1 2024: 18% Revenue Growth Drives Record Headcount and Bookings Momentum
  July 28, 2023 · BAH
• BayFirst Financial (BAFN) Q2 2023: BOLT SBA Loans Drive $124M Surge as Asset Sensitivity Shields NIM
  July 28, 2023 · BAFN
• Franklin Resources (BEN) Q3 2023: Alternatives Net Inflows Hit $4B, Driving Diversification and Margin Upside
  July 28, 2023 · BEN
• Arbor Realty Trust (ABR) Q2 2023: Dividend Up 43% as $1B Liquidity Shields Against Multifamily Stress
  July 28, 2023 · ABR
• Arthur J. Gallagher (AJG) Q2 2023: M&A Pipeline Hits $700M, Margin Expansion Outpaces Expectations
  July 27, 2023 · AJG
• Amalgamated Financial (AMAL) Q2 2023: Political Deposits Surge $158M, Fueling Deposit Base Stability
  July 27, 2023 · AMAL
• American Tower (AMT) Q2 2023: International Tower Growth Hits 8.5% as Data Center Backlog Surges 70%
  July 27, 2023 · AMT
• ATNI Q2 2023: High-Speed Subscribers Up 22% as Fiber Expansion Drives Recurring Revenue Shift
  July 27, 2023 · ATNI
• AVNT Q2 2023: Composites Resilience Offsets $60M Demand Cut, Margin Path Targets 20%
  July 27, 2023 · AVNT
• AppFolio (APPF) Q2 2023: Value-Added Services Up 30% as AI and Payments Drive Platform Expansion
  July 27, 2023 · APPF
• American Water Works (AWK) Q2 2023: $1.2B Capex Fuels Acquisition Pipeline and Regulatory Upside
  July 27, 2023 · AWK
• Axos Financial (AX) Q4 2023: Deposit Base Climbs $3B, Fueling Double-Digit Net Interest Income Expansion
  July 27, 2023 · AX
• Baxter (BAX) Q2 2023: Margin Expansion Path Set by 300bps H2 Operating Leverage
  July 27, 2023 · BAX
• Brunswick (BC) Q2 2023: $80M Revenue Impact from IT Incident, Margin Resilience Highlights Strategic Flexibility
  July 27, 2023 · BC
• Bel Fuse (BELFA) Q2 2023: Power Group Surges 23% as Margin Reset Drives Profit Upside
  July 27, 2023 · BELFA
• Allison Transmission (ALSN) Q2 2023: Service Parts Up 31% as Defense and Pricing Drive Record Performance
  July 27, 2023 · ALSN
• Arch Capital (ACGL) Q2 2023: Property Cat Premiums Surge 205% as Hard Market Extends Cycle
  July 27, 2023 · ACGL
• A.O. Smith (AOS) Q2 2023: North America Margins Surge 510bps as Steel Cost Tailwind Peaks
  July 27, 2023 · AOS
• AGCO (AGCO) Q2 2023: Precision Ag Sales Up 23%, Margin Expansion Signals Structural Shift
  July 27, 2023 · AGCO
• Agnico Eagle (AEM) Q2 2023: Exploration Spend Tops $300M as Abitibi Optimization Targets 450K Oz Upside
  July 27, 2023 · AEM