Latest Earnings Analysis

• Osprey Health (OSCR) Q4 2025: Membership Surges 58%, Margin Expansion Anchors 2026 Profitability Pivot
  June 15, 2026 · OSCR
• Symbotic (SYM) Q1 2026: Paid Development Hits Double Digits as Margin Expansion Accelerates
  June 15, 2026 · SYM
• Ventas (VTR) Q4 2025: Senior Housing Investments Reach $2.5B as SHOP NOI Climbs Double Digits
  June 15, 2026 · VTR
• NGL (NGL) Q3 2026: Water Disposal Volumes Jump 17%, Anchoring Shift to Predictable Cash Flow
  June 15, 2026 · NGL
• Mondelez (MDLZ) Q4 2025: $500M Cocoa Cost Hit Sets Stage for 2027 Margin Rebound
  June 15, 2026 · MDLZ
• Wendy’s (WEN) Q4 2025: U.S. Store Closures to Cut 4% of Sales as Project Fresh Resets Brand
  June 15, 2026 · WEN
• Waste Connections (WCN) Q4 2025: Margin Expands 110bps as AI and Safety Initiatives Drive Operational Gains
  June 15, 2026 · WCN
• VPG (VPG) Q4 2025: Sensors Bookings Up 30%, Organizational Overhaul Targets Growth Inflection
  June 15, 2026 · VPG
• Pinterest (PINS) Q4 2025: 41% Ad Impression Surge Highlights Monetization Gap Amid Tariff Headwinds
  June 15, 2026 · PINS
• Piedmont Realty Trust (PDM) Q4 2025: Leasing Surges to 2.5M Sq Ft, Setting Up 400bps Occupancy Jump
  June 15, 2026 · PDM
• Motorola Solutions (MSI) Q4 2025: Record $15.7B Backlog Signals Demand Durability Into 2026
  June 15, 2026 · MSI
• Match Group (MTCH) Q4 2025: Hinge Europe MAUs Up 16x, Tinder Turnaround Drives Platform Reset
  June 15, 2026 · MTCH
• ProtoLabs (PRLB) Q4 2025: U.S. CNC Revenue Surges 35% as Production Pivot Accelerates
  June 15, 2026 · PRLB
• MNTN Q4 2025: PTV Customer Base Jumps 63%, Fueling Margin Expansion and AI-Led Growth
  June 15, 2026 · MNTN
• Veralto (VLTO) Q4 2025: Recurring Revenue Hits 59%, Underpinning Margin Expansion and Strategic Flexibility
  June 15, 2026 · VLTO
• Universal Technical Institute (UTI) Q1 2026: $100M CapEx Fuels Multi-Campus Expansion, Margin Dip Signals Investment Cycle
  June 15, 2026 · UTI
• Under Armour (UA) Q3 2026: SKU Count Cut by 25%, Margin Discipline Signals Reset Inflection
  June 15, 2026 · UA
• PG&E (PCG) Q4 2025: Data Center Pipeline Doubles to 3.6 GW, Unlocking Rate-Reducing Load Growth
  June 15, 2026 · PCG
• Tradeweb (TW) Q4 2025: Non-Rates Segments Drive 42% of Growth as International, Digital, and Credit Scale
  June 15, 2026 · TW
• Prestige Consumer Healthcare (PBH) Q3 2026: $150M Buyback Accelerates as Channel Shifts and Eye Care Recovery Shape Outlook
  June 15, 2026 · PBH
• PACB Q4 2025: Consumables Up 15% as HiFi Clinical Adoption Drives Margin Inflection
  June 15, 2026 · PACB
• Mohawk Industries (MHK) Q4 2025: $60M Restructuring Savings to Offset Persistent Volume and Price Pressure
  June 15, 2026 · MHK
• Mercury Systems (MRCY) Q2 2026: Backlog Climbs 8.8% as Margin Reset Progresses
  June 15, 2026 · MRCY
• Sonos (SONO) Q1 2026: Gross Margin Expands 300bps on Cost Discipline, Sets Stage for H2 Product Acceleration
  June 15, 2026 · SONO
• XPO (XPO) Q4 2025: LTL Margin Expands 180bps as AI and Mix Drive Structural Gains
  June 15, 2026 · XPO
• Markel Group (MKL) Q4 2025: Insurance Adjusted Operating Income Rises 31% as Portfolio Shift Accelerates
  June 15, 2026 · MKL
• Xcel Energy (XEL) Q4 2025: Data Center Pipeline Doubles to 6GW, Extending Growth Horizon
  June 15, 2026 · XEL
• Ryan Specialty (RYAN) Q4 2025: Delegated Authority Revenue Doubles to $1.4B, Reshaping Margin and Growth Mix
  June 15, 2026 · RYAN
• Silgan Holdings (SLGN) Q4 2025: Dispensing Segment Now 50%+ of EBITDA, Driving Portfolio Shift
  June 15, 2026 · SLGN
• SITM Q4 2025: CED Revenue Surges 160% as Renesas Timing Acquisition Doubles Scale
  June 15, 2026 · SITM
• OmniCell (OMCL) Q4 2025: ARR Climbs 10% as TitanXT Launch Primes $2.5B Replacement Cycle
  June 15, 2026 · OMCL
• NBR Q4 2025: Net Debt Falls $554M as International Rig Growth Drives Portfolio Upside
  June 15, 2026 · NBR
• Rollins (ROL) Q4 2025: Recurring Revenue Outpaces at 7%+ as One-Time Margins Erode
  June 15, 2026 · ROL
• InVivid (IVVD) Q4 2025: Pemgarda Revenue Climbs 31% QoQ, Pivotal VYD2311 Data in Sight
  June 15, 2026 · IVVD
• Lincoln Electric (LECO) Q4 2025: Automation Orders Rebound, Backlog Sets Up Mid-Single-Digit Growth Path
  June 15, 2026 · LECO
• Inventrust (IVT) Q4 2025: Sunbelt Acquisitions Drive $460M Deployment, Anchoring 5.3% NOI Growth
  June 15, 2026 · IVT
• Ingersoll Rand (IR) Q4 2025: Recurring Revenue Backlog Hits $1.1B, Bolstering Durable Growth Playbook
  June 15, 2026 · IR
• MAA (MAA) Q4 2025: Development Pipeline Expands to $932M as Supply Headwinds Ease
  June 15, 2026 · MAA
• Lumen (LUMN) Q4 2025: Debt Falls Below $13B as Enterprise Revenue Mix Hits 52%
  June 15, 2026 · LUMN
• KMT Q2 2026: Tungsten Price Tailwind Lifts Margins 320bps as Power Gen Drives 17% of Sales
  June 15, 2026 · KMT
• Johnson Controls (JCI) Q1 2026: Orders Surge 40% as Data Center and Life Sciences Backlog Hits $18B
  June 15, 2026 · JCI
• ITT (ITT) Q4 2025: Backlog Surges 18% as SPX Flow Acquisition Sets Up New Growth Platform
  June 15, 2026 · ITT
• LXP (LXP) Q4 2025: Occupancy Rises 350bps as Land Bank Strategy Drives 2026 Growth Setup
  June 15, 2026 · LXP
• Paramount (PSKY) Q4 2025: DTC Growth Accelerates as UFC Drives 17% Paramount+ Surge
  June 15, 2026 · PSKY
• Ethos Technologies (LIFE) Q4 2025: Direct Channel Revenue Soars 93% as Platform Scale Drives Margin Leverage
  June 15, 2026 · LIFE
• MC Q4 2025: M&A Revenue Climbs 35% as Talent Investments Power Pipeline Expansion
  June 15, 2026 · MC
• LEAR (LEA) Q4 2025: $1.4B eSystems Awards Signal Automation-Led Margin Expansion
  June 15, 2026 · LEA
• Mattel (MAT) Q4 2025: $1.5B Buyback and $159M Digital Games Bet Signal Brand-Led Pivot
  June 15, 2026 · MAT
• Jacobs (J) Q1 2026: Backlog Surges 21% to $26B, Securing Multi-Year Growth Visibility
  June 15, 2026 · J
• LBRDA Q4 2025: $403M EBITDA Milestone Signals Convergence Payoff and Rural Expansion Momentum
  June 15, 2026 · LBRDA