Latest Earnings Analysis

• AbbVie (ABBV) Q2 2023: Growth Platform Lifts Guidance by $1.4B as Humira Erosion Stabilizes
  July 27, 2023 · ABBV
• Bristol-Myers Squibb (BMY) Q2 2023: $1B Revlimid Hit Shifts Guidance, New Portfolio Annualizes at $3.5B
  July 27, 2023 · BMY
• Altisource (ASPS) Q2 2023: $13.5M Cost Cuts Reshape Margin Structure Ahead of Default Market Upswing
  July 27, 2023 · ASPS
• Ameriprise Financial (AMP) Q2 2023: Wealth Management Earnings Surge 49% as Cash Balances Hit $70B
  July 27, 2023 · AMP
• ARGX Q2 2023: VivGuard Sales Climb to $489M as SubQ Launch Unlocks Community Expansion
  July 27, 2023 · ARGX
• Armour Residential REIT (ARR) Q2 2023: Leverage Rises to 7.8x as MBS Spreads Stay Near Historic Highs
  July 27, 2023 · ARR
• Bread Financial (BFH) Q2 2023: Direct-to-Consumer Deposits Jump 51% as Credit Tightens, Margin Levers in Focus
  July 27, 2023 · BFH
• Business First Bancshares (BFST) Q2 2023: Loan Repricing Drives 90bps Yield Expansion Opportunity
  July 27, 2023 · BFST
• BJRI Q2 2023: Remodels Drive 260bp Margin Gain as Menu Simplification, Cost Cuts Accelerate
  July 27, 2023 · BJRI
• Allegion (ALLE) Q2 2023: Electronics Surge 40% in Americas, Margin Expansion Signals Long-Term Shift
  July 26, 2023 · ALLE
• Alkermes (ALKS) Q2 2023: Proprietary Portfolio Grows 21%, DTC Spend Hits $28M as Oncology Spin Nears
  July 26, 2023 · ALKS
• Amphenol (APH) Q2 2023: Defense Sales Surge 21%, Offsetting IT Datacom and Mobile Weakness
  July 26, 2023 · APH
• Align Technology (ALGN) Q2 2023: DSP Touch-Up Cases Double, Driving 2.4% Volume Lift
  July 26, 2023 · ALGN
• Boeing (BA) Q2 2023: Backlog Climbs to $363B as Commercial Order Book Accelerates
  July 26, 2023 · BA
• AAT Q2 2023: Office Lease Terms Extend to 9.1 Years as Flight to Quality Drives Portfolio Stability
  July 26, 2023 · AAT
• AMG (AMG) Q2 2023: Alternatives Now Nearly 50% of Earnings, Capital Deployment Accelerates
  July 26, 2023 · AMG
• Alaris (ALRS) Q2 2023: Fee Income Hits 54% of Revenue, Offsetting Margin Compression
  July 26, 2023 · ALRS
• Ashland (ASH) Q3 2023: $1B Buyback and Prolonged Destocking Reset Margin Trajectory
  July 26, 2023 · ASH
• ADP (ADP) Q4 2023: Employer Services Margin Expands 480bps, Signaling Durable Operating Leverage
  July 26, 2023 · ADP
• A10 Networks (ATEN) Q2 2023: EBITDA Margin Expands 248bps as Security Demand Offsets North America Drag
  July 26, 2023 · ATEN
• Brandywine Realty Trust (BDN) Q2 2023: Leasing Pipeline Expands 21% as Flight-to-Quality Drives Tenant Demand
  July 26, 2023 · BDN
• BANC Q2 2023: $400M Capital Injection and 20%+ EPS Accretion Signal California Banking Power Shift
  July 26, 2023 · BANC
• AtriCure (ATRC) Q2 2023: Encompass Clamp Penetration Tops 30%, Driving 23% Open Ablation Growth
  July 25, 2023 · ATRC
• Atlantic Union Bankshares (AUB) Q2 2023: $417M American National Deal Drives 19% EPS Accretion Path
  July 25, 2023 · AUB
• Avery Dennison (AVY) Q2 2023: Intelligent Labels Up 50% in Non-Apparel, Delays $10 EPS Run Rate
  July 25, 2023 · AVY
• Armstrong World Industries (AWI) Q2 2023: Architectural Specialties Backlog Up 20%, Fueling Margin Expansion
  July 25, 2023 · AWI
• Alaska Air Group (ALK) Q2 2023: Capacity Up 9.9% as Upgaging and Operational Recovery Drive Margin Leadership
  July 25, 2023 · ALK
• AGNC (AGNC) Q2 2023: At-Risk Leverage Rises to 7.5x as Agency MBS Spreads Hit 15bp Premium Over Investment-Grade Corporates
  July 25, 2023 · AGNC
• ADM (ADM) Q2 2023: $1 Billion Buybacks Signal Confidence as Margin Tailwinds Shift to Brazil and Biofuels
  July 25, 2023 · ADM
• Biogen (BIIB) Q2 2023: $1B Cost Reset Targets Growth as Alzheimer’s Launch Shifts Portfolio Mix
  July 25, 2023 · BIIB
• Asbury Automotive (ABG) Q2 2023: Clicklane Revenue Surges 74% as Digital Retail Penetration Deepens
  July 25, 2023 · ABG
• BankUnited (BKU) Q2 2023: $1.6B Deposit Pipeline Anchors Return to Core Growth
  July 25, 2023 · BKU
• Applied Digital (APLD) Q4 2023: AI Cloud Contracts Drive $640M Backlog, Accelerating Data Center Expansion
  July 24, 2023 · APLD
• Agilysys (AGYS) Q1 2024: Backlog Climbs 46% as Cloud PMS Momentum Accelerates
  July 24, 2023 · AGYS
• Autoliv (ALV) Q2 2023: Structural Cost Cuts Target $75M Savings as Content per Vehicle Surges
  July 21, 2023 · ALV
• AutoNation (AN) Q2 2023: After-Sales Gross Profit Jumps 13% as Recurring Revenue Expands
  July 21, 2023 · AN
• Acme United (ACU) Q2 2023: First Aid Share Rises to 59%, Margin Expansion Anchors Profit Upside
  July 21, 2023 · ACU
• Amerant Bancorp (AMTB) Q2 2023: Provision Surge Drives 25% Reserve Increase as Deposit Growth Outpaces Loans
  July 21, 2023 · AMTB
• American Express (AXP) Q2 2023: Net Card Fee Revenue Climbs 22% as Premiumization Drives Resilience
  July 21, 2023 · AXP
• Abbott (ABT) Q2 2023: Base Business Organic Sales Jump 11.5% as Pipeline and Recovery Drive Momentum
  July 20, 2023 · ABT
• BMI Q2 2023: Utility Water Sales Surge 32%, Driving Durable Margin Expansion
  July 20, 2023 · BMI
• Associated Banc-Corp (ASB) Q2 2023: 21% PTPP Income Growth Highlights Margin Resilience Amid Deposit Shift
  July 20, 2023 · ASB
• American Airlines (AAL) Q2 2023: $9.4B Debt Cut Sharpens Balance Sheet, Sunbelt Hubs Drive Network Edge
  July 20, 2023 · AAL
• BANR Q2 2023: Core Deposits Hold 90% Share Amid 30bp Margin Compression
  July 20, 2023 · BANR
• ASML (ASML) Q2 2023: Backlog Climbs to €38B as Demand Timing Shifts, Capacity Ramps Remain Intact
  July 19, 2023 · ASML
• Alcoa (AA) Q2 2023: $65M Alumina Cost Relief Offsets Bauxite Headwinds as Stability Initiatives Ramp
  July 19, 2023 · AA
• Ally Financial (ALLY) Q2 2023: Net Interest Margin Slips to 3.4% as Deposit Competition Intensifies
  July 19, 2023 · ALLY
• Baker Hughes (BKR) Q2 2023: IET Orders Surge $1B, Unlocking Multi-Year LNG and Energy Transition Upside
  July 19, 2023 · BKR
• Bank of America (BAC) Q2 2023: Operating Leverage Extends to 8 Quarters as Digital Engagement Surges 35%
  July 18, 2023 · BAC
• AAR (AIR) Q4 2023: Commercial Sales Jump 31% as MRO Backlog and USM Demand Drive Expansion
  July 18, 2023 · AIR