Latest Earnings Analysis

• Toast (TOST) Q4 2025: Recurring Gross Profit Up 33% as AI-Driven Platform Expands Market Reach
  June 15, 2026 · TOST
• Twin Disc (TWIN) Q2 2026: Backlog Surges 41%, Defense Pipeline Expands Amid Tariff Volatility
  June 15, 2026 · TWIN
• TTMI Q4 2025: Book-to-Bill Hits 1.35 as AI and Defense Fuel 19% Growth Trajectory
  June 15, 2026 · TTMI
• Timken (TKR) Q4 2025: Industrial Motion Grows 8%, 80-20 Overhaul Signals Portfolio Reset
  June 15, 2026 · TKR
• Biotechni (TECH) Q2 2026: Cell Therapy Headwinds Drive 30% GMP Reagent Volatility, Margin Expansion Holds
  June 15, 2026 · TECH
• Skyworks Solutions (SWKS) Q1 2026: Broad Markets Up 11% as Diversification Offsets Mobile Mix
  June 15, 2026 · SWKS
• SLQT Q2 2026: $40M Guidance Cut Highlights Carrier and PBM Headwinds, Cash Flow Leverage Expands
  June 15, 2026 · SLQT
• Teradata (TDC) Q4 2025: Cloud ARR Climbs 15% as AI Platform Drives Hybrid Demand
  June 15, 2026 · TDC
• STERIS (STE) Q3 2026: Tariff Impact Rises $10M as Service Outpaces Capital, Margin Pressures Persist
  June 15, 2026 · STE
• SiteOne Landscape Supply (SITE) Q4 2025: Private Label Mix Rises 100bps, Powering Margin Expansion
  June 15, 2026 · SITE
• Rockwell Automation (ROK) Q1 2026: Software and Control Margin Jumps 610bps as AI, Digital Wins Drive Outperformance
  June 15, 2026 · ROK
• BTI (BTI) Q4 2025: Modern Oral Surges 48% as Smokeless Pivot Accelerates
  June 15, 2026 · BTI
• Regis (RGS) Q2 2026: Company-Owned Revenue Jumps 22% as Salon Portfolio Drives Cash Generation
  June 15, 2026 · RGS
• Rayonier (RYN) Q4 2025: Real Estate EBITDA Hits $127M, Merger Synergies Targeted at $40M
  June 15, 2026 · RYN
• Spotify (SPOT) Q4 2025: Gross Margin Expands 80bps as AI Drives User Engagement
  June 15, 2026 · SPOT
• Public Storage (PSA) Q4 2025: $953M Acquisitions Signal PS 4.0 Capital Deployment Pivot
  June 15, 2026 · PSA
• Reynolds Consumer Products (REYN) Q4 2025: SG&A Down 19% as Innovation and Margin Focus Offset Volume Headwinds
  June 15, 2026 · REYN
• Peloton (PTON) Q2 2026: Adjusted EBITDA Jumps 39% as Subscription Margins Hit New Highs
  June 15, 2026 · PTON
• News Corp (NWS) Q2 2026: Dow Jones Profit Margin Hits 29.5% as B2B and Realtor.com Drive Digital Outperformance
  June 15, 2026 · NWS
• PodcastOne (PODC) Q3 2026: Adjusted EBITDA Swings $3.5M on AI Monetization and Original IP Leverage
  June 15, 2026 · PODC
• Pilgrim’s Pride (PPC) Q4 2025: Prepared Foods Sales Jump 18% as Brand Momentum Reshapes Margin Profile
  June 15, 2026 · PPC
• NETSCOUT (NTCT) Q3 2026: $15M Deal Pull-Ins Drive Guidance Raise, AI Pipeline Expands
  June 15, 2026 · NTCT
• Primerica (PRI) Q4 2025: ISP Revenue Share Climbs to 38%, Redefining Segment Balance
  June 15, 2026 · PRI
• Paycom (PAYC) Q4 2025: Automation-Driven EBITDA Margin Expands 180bps, But Growth Guide Tightens
  June 15, 2026 · PAYC
• Penske Automotive Group (PAG) Q4 2025: $2B Acquisition Pipeline Shifts Brand Mix to 71% Premium Luxury
  June 15, 2026 · PAG
• Philip Morris International (PM) Q4 2025: Smoke-Free Revenue Surges 14%, Now 41% of Total Sales
  June 15, 2026 · PM
• Mueller Water Products (MWA) Q1 2026: Gross Margin Expands 380bps as Price Actions Offset Tariffs
  June 15, 2026 · MWA
• MACOM (MTSI) Q1 2026: Data Center Outlook Raised to 40% as 1.6T Optical Demand Accelerates
  June 15, 2026 · MTSI
• Neurocrine Biosciences (NBIX) Q4 2025: Chronicity Captures 10% CAH Share in First Year, Pipeline Readies for Data Surge
  June 15, 2026 · NBIX
• Modine (MOD) Q3 2026: Data Center Sales Surge 78% as Segment Spin Unlocks Climate Pure Play
  June 15, 2026 · MOD
• Monday.com (MNDY) Q4 2025: Enterprise ARR Above $500K Jumps 74% as AI Drives Upmarket Shift
  June 15, 2026 · MNDY
• Novartis (NVS) Q4 2025: Core Margin Hits 40% Two Years Early, Pipeline Readouts Set Up 2026 Inflection
  June 15, 2026 · NVS
• Martin Marietta (MLM) Q4 2025: Aggregates Gross Profit Jumps 16% as Network Optimization Drives Margin Expansion
  June 15, 2026 · MLM
• MITK Q1 2026: Fraud & Identity Revenue Jumps 30% as Platform Unification Drives Adoption
  June 15, 2026 · MITK
• Merion Technologies (MIR) Q4 2025: Nuclear Power Orders Surge 52% as Backlog Hits Record High
  June 15, 2026 · MIR
• NVT Q4 2025: Data Center Backlog Triples, Infrastructure Exposure Hits 45%
  June 15, 2026 · NVT
• Natural Grocers (NGVC) Q1 2026: NPower Penetration Rises to 83%, Offsetting Margin Shrink Impact
  June 15, 2026 · NGVC
• Mercer International (MERC) Q4 2025: Mass Timber Backlog Doubles to $163M, Offsetting Pulp Headwinds
  June 15, 2026 · MERC
• Magna International (MGA) Q4 2025: Free Cash Flow Surges to $1.9B, Operational Excellence Drives Margin Expansion
  June 15, 2026 · MGA
• Matrix Service (MTRX) Q2 2026: Opportunity Pipeline Expands $600M as Data Center Power Demand Builds
  June 15, 2026 · MTRX
• Banco de Chile (BCH) Q1 2026: Net Interest Margin Climbs to 4.6% Guidance as Digital Origination Accelerates
  June 15, 2026 · BCH
• Linde (LIN) Q4 2025: $10B Backlog Anchors Growth Amid EMEA Weakness
  June 15, 2026 · LIN
• KREF Q4 2025: $1.5B Repayments Unlock Portfolio Reset, But Earnings Drag Persists
  June 15, 2026 · KREF
• Kimball Electronics (KE) Q2 2026: Medical Sales Jump 15% as New Indy Facility Drives Vertical Shift
  June 15, 2026 · KE
• Jack Henry (JKHY) Q2 2026: Core Wins Double to 22, Expanding Market Share Amid Consolidation Tailwind
  June 15, 2026 · JKHY
• Intapp (INTA) Q2 2026: Cloud ARR Jumps 31% as AI-Driven Expansion Accelerates
  June 15, 2026 · INTA
• i3 Verticals (IIIV) Q1 2026: SaaS Revenue Surges 24%, Recurring Mix Hits 80% Amid Margin Compression
  June 15, 2026 · IIIV
• Klaviyo (KVYO) Q4 2025: Enterprise ARR Doubles as Autonomous CRM Drives 32% Growth
  June 15, 2026 · KVYO
• Kraft Heinz (KHC) Q4 2025: $600M Brand Investment Pauses Spin, Targets U.S. Share Recovery
  June 15, 2026 · KHC
• GEE Group (JOB) Q1 2026: Direct Hire Up 8% as Cost Cuts Offset 15% Revenue Decline
  June 15, 2026 · JOB