Latest Earnings Analysis

• Independence Realty Trust (IRT) Q4 2025: Value-Add ROI Holds at 15.3% as Supply Headwinds Ease
  June 15, 2026 · IRT
• IFF (IFF) Q4 2025: Net Debt Falls to 2.6x EBITDA as Portfolio Reshaping Accelerates
  June 15, 2026 · IFF
• Malibu Boats (MBUU) Q2 2026: Gross Margin Drops 540bps as Mix and Fixed Costs Pressure Profitability
  June 15, 2026 · MBUU
• IBEX (IBEX) Q2 2026: Health Tech Surges 35%, Shifting Margin and Growth Mix
  June 15, 2026 · IBEX
• Gates (GTES) Q4 2025: Personal Mobility Surges 28% as Industrial OEM Orders Lead Recovery
  June 15, 2026 · GTES
• Lyft (LYFT) Q4 2025: Active Riders Jump 18% as Hybrid Network and Partnerships Fuel Expansion
  June 15, 2026 · LYFT
• Lithia & Driveway (LAD) Q4 2025: Used Unit Growth Hits 10.9% as After-Sales Anchors Profitability
  June 15, 2026 · LAD
• HASI Q4 2025: New Investments Jump 87%, Capital Efficiency Drives ROE Expansion
  June 15, 2026 · HASI
• LLY Q4 2025: Incretin Portfolio Drives 91% Key Product Growth, Setting Stage for $80B+ 2026
  June 15, 2026 · LLY
• Diodes (DIOD) Q4 2025: Automotive and AI Push Drives 15% Revenue Surge, Targets $2B Milestone by 2028
  June 15, 2026 · DIOD
• Serence (CRNC) Q1 2026: IP Settlement Adds $49.5M, XUI Wins Drive PPU Upside
  June 15, 2026 · CRNC
• Gilat (GILT) Q4 2025: Commercial Segment Doubles, Driving 103% Growth Amid Margin Compression
  June 15, 2026 · GILT
• ECARX (ECX) Q4 2025: Antora Shipments Hit 1 Million as Global Platform Penetration Accelerates
  June 15, 2026 · ECX
• Fox (FOXA) Q2 2026: Tubi Revenue Jumps 19% as Streaming Profitability Extends Portfolio Reach
  June 15, 2026 · FOXA
• Essent Group (ESNT) Q4 2025: Share Repurchases Retire 10% of Shares, Highlighting Capital Allocation Discipline
  June 15, 2026 · ESNT
• Healthcare Realty (HR) Q4 2025: $1.2B Asset Sale Exits 14 Markets, Resets Growth Platform
  June 15, 2026 · HR
• DHI Group (DHX) Q4 2025: Clearance Jobs Bookings Rise 3% as Defense Tailwinds Drive Inflection
  June 15, 2026 · DHX
• CorePay (CPAY) Q4 2025: Corporate Payments Up 16% as Portfolio Rotation Accelerates
  June 15, 2026 · CPAY
• CSL Q4 2025: $1.3B Buybacks Anchor Capital Return as Re-Roofing Offsets Construction Drag
  June 15, 2026 · CSL
• Coty (COTY) Q2 2026: SKU Rationalization Targets Margin Rebuild Amid 30% Amazon Prestige Surge
  June 15, 2026 · COTY
• HDFC Bank (HDB) Q3 2026: Deposit Growth Trails, Forcing 90% LDR Target Reset
  June 15, 2026 · HDB
• Compass Minerals (CMP) Q1 2026: Salt Volumes Surge 37% as Tight Winter Market Drives Margin Upturn
  June 15, 2026 · CMP
• Datadog (DDOG) Q4 2025: $1.63B Bookings Surge Signals AI-Driven Platform Expansion
  June 15, 2026 · DDOG
• DHT (DHT) Q4 2025: Spot Exposure Climbs to 74% as Fleet Renewal, Consolidation Reshape VLCC Market
  June 15, 2026 · DHT
• DuPont (DD) Q4 2025: 80bps Margin Expansion Signals Operating Discipline Over Portfolio Shifts
  June 15, 2026 · DD
• Diebold Nixdorf (DBD) Q4 2025: Free Cash Flow Doubles, Underscoring Durable Lean Model
  June 15, 2026 · DBD
• DAC Q4 2025: Contract Backlog Rises $428M, Extending Charter Visibility to 2029
  June 15, 2026 · DAC
• Crocs (CROX) Q4 2025: International Revenue Jumps 11% as North America Faces Reset
  June 15, 2026 · CROX
• Evercore (EVR) Q4 2025: Advisory Fees Climb 34%, Diversification Drives Record Year
  June 15, 2026 · EVR
• Coherent (COHR) Q2 2026: 4X Book-to-Bill Signals Prolonged AI Data Center Demand Surge
  June 15, 2026 · COHR
• CNO (CNO) Q4 2025: Medicare Supplement Sales Surge 92% as Product Mix Shifts
  June 15, 2026 · CNO
• Geospace Technologies (GEOS) Q1 2026: Energy Solutions Revenue Drops 40% as Transition to Recurring Models Accelerates
  June 15, 2026 · GEOS
• Bloom Energy (BE) Q4 2025: Product Backlog Soars 140% as AI and CNI Demand Redefine Onsite Power
  June 15, 2026 · BE
• Belden (BDC) Q4 2025: Solutions Pipeline Surges 26%, Accelerating Functional Model Transformation
  June 15, 2026 · BDC
• Clearfield (CLFD) Q1 2026: Community Broadband Up 16% as NOVA Platform Targets Data Center Expansion
  June 15, 2026 · CLFD
• Instacart (CART) Q4 2025: Enterprise Platform Expands to 380 Sites, Unlocking Multi-Year Growth Runway
  June 15, 2026 · CART
• Baxter (BAX) Q4 2025: Gross Margin Drops 900bps as Mix, Tariffs, and Inventory Weigh on Turnaround
  June 15, 2026 · BAX
• Canopy Growth (CGC) Q3 2026: MTL Acquisition to Lift Margins Into High 30s, Reshaping Profit Trajectory
  June 15, 2026 · CGC
• CDW (CDW) Q4 2025: Netted Down Revenues Hit 36%, Elevating Margin Durability Amid AI-Led Mix Shift
  June 15, 2026 · CDW
• BYRN Q4 2025: Brick-and-Mortar Sales Double, Fueling Channel Shift and Margin Reset
  June 15, 2026 · BYRN
• Consensus (CCSI) Q4 2025: Corporate Revenue Mix Climbs to 64%, Cementing Platform Shift
  June 15, 2026 · CCSI
• Azenta (AZTA) Q1 2026: Gross Margin Falls 360bps as Turnaround Leans on Second-Half Ramp
  June 15, 2026 · AZTA
• ACM Q1 2026: Backlog Surges 9% to Record High, Signaling Multi-Year Visibility
  June 15, 2026 · ACM
• Applied Materials (AMAT) Q1 2026: Semiconductor Equipment Set to Grow 20%+ on AI-Driven Demand Surge
  June 15, 2026 · AMAT
• ALCO Q1 2026: Land Sales Reach $34.5M as Portfolio Monetization Accelerates
  June 15, 2026 · ALCO
• Amcor (AMCR) Q2 2026: $55M Synergy Acceleration Drives Path to $650M Target
  June 15, 2026 · AMCR
• Advanced Energy (AEIS) Q4 2025: Data Center Revenue Jumps 101% as Capacity Investments Pay Off
  June 15, 2026 · AEIS
• Ameren (AEE) Q4 2025: $31.8B CapEx Plan Fuels 10.6% Rate Base Growth, Data Center Load Upside Emerges
  June 15, 2026 · AEE
• ATS (ATS) Q3 2026: Energy Backlog Jumps 87% as Services, Nuclear, and Life Sciences Diversify Growth
  June 15, 2026 · ATS
• Arrowhead Pharmaceuticals (ARWR) Q1 2026: $1.33B Capital Infusion Powers Pipeline, Redemplo Launch Sets Commercial Trajectory
  June 15, 2026 · ARWR