Latest Earnings Analysis

• Coca-Cola (KO) Q4 2025: North America Margins Hit 30% as Brand Portfolio Expansion Drives Resilience
  June 15, 2026 · KO
• Arcus Biosciences (RCUS) Q4 2025: Castatafan ORR Rises to 45%, Sharpening RCC Leadership Ambition
  June 15, 2026 · RCUS
• Kinsale Capital (KNSL) Q4 2025: Expense Ratio Holds Below 21% as Property Shrinks to 20% of Portfolio
  June 15, 2026 · KNSL
• InnovAge (INNV) Q2 2026: Margin Jumps 430bps as Medicaid Redetermination Drives Enrollment Upside
  June 15, 2026 · INNV
• IDEX (IEX) Q4 2025: HST Orders Surge 34%, Fueling Platform-Led Growth Strategy
  June 15, 2026 · IEX
• InterDigital (IDCC) Q4 2025: Recurring Revenue Jumps 24% as Smartphone Licensing Hits Record High
  June 15, 2026 · IDCC
• ICHR Q4 2025: Gross Profit Set to Outpace Revenue Growth 2x on Manufacturing Realignment
  June 15, 2026 · ICHR
• Warrior Met Coal (HCC) Q4 2025: Blue Creek Drives 61% Production Surge, Reshaping Cost Curve
  June 15, 2026 · HCC
• Assurant (AIZ) Q4 2025: Housing Surpasses $1B EBITDA, Unlocking New Home Warranty Expansion
  June 15, 2026 · AIZ
• Brookfield (BN) Q4 2025: $91B Asset Sales Signal Real Asset Upswing and Structural Streamline
  June 15, 2026 · BN
• Graham (GHM) Q3 2026: Backlog Surges 34% as FlacTech Acquisition Unlocks New Platform Scale
  June 15, 2026 · GHM
• GXO (GXO) Q4 2025: $774M in New Business Locked for 2026, Propelling Margin Expansion Agenda
  June 15, 2026 · GXO
• Asbury Automotive (ABG) Q4 2025: $750M Divestitures Accelerate Leverage Reduction and Portfolio Shift
  June 15, 2026 · ABG
• Fastly (FSLY) Q4 2025: RPO Surges 55%, Securing Multi-Year Growth Visibility
  June 15, 2026 · FSLY
• HII (HII) Q4 2025: Shipbuilding Throughput Jumps 14%, Unlocking 6% Growth Trajectory
  June 15, 2026 · HII
• FBRT Q4 2025: Dividend Reset to $0.20 Signals Shift to Fee Revenue Stability
  June 15, 2026 · FBRT
• FormFactor (FORM) Q4 2025: Gross Margin Surges 540bps as HBM and Foundry Growth Reshapes Output Ceiling
  June 15, 2026 · FORM
• Antero Midstream (AM) Q4 2025: $1.1B HG Acquisition Drives 8% EBITDA Growth Outlook
  June 15, 2026 · AM
• Acadia Realty Trust (AKR) Q4 2025: Street Retail Mark-to-Market Spreads Top 50%, Powering Multi-Year Growth Visibility
  June 15, 2026 · AKR
• AIG (AIG) Q4 2025: Cat Reinsurance Costs Drop 15% as GenAI Drives Portfolio Efficiency
  June 15, 2026 · AIG
• Cognex (CGNX) Q4 2025: $40M Cost-Out Target Accelerates Margin Expansion Runway
  June 15, 2026 · CGNX
• FirstService (FSV) Q4 2025: Restoration Storm Revenue Drops Below 2%, Exposing Macro Sensitivity
  June 15, 2026 · FSV
• Aramark (ARMK) Q1 2026: International Segment Delivers 13% Organic Growth, Signaling Global Scale Advantage
  June 15, 2026 · ARMK
• Fortis (FTS) Q4 2025: $28.8B Capital Plan Drives 7% Rate Base Growth Trajectory
  June 15, 2026 · FTS
• Crane NXT (CXT) Q4 2025: International Currency Backlog Surges 30%, Fueling Capacity Expansion
  June 15, 2026 · CXT
• Amentum (AMTM) Q1 2026: Nuclear Awards Surpass $1B, Accelerating High-Margin Backlog Shift
  June 15, 2026 · AMTM
• AutoNation (AN) Q4 2025: After Sales Gross Profit Hits $600M Record, Offsetting 10% New Vehicle Decline
  June 15, 2026 · AN
• Carrier (CARR) Q4 2025: Data Center Orders Surge 5x as Short-Cycle Headwinds Persist
  June 15, 2026 · CARR
• Howmet Aerospace (HWM) Q4 2025: Gas Turbine Revenue Surges 32% as Spares Penetration Hits New High
  June 15, 2026 · HWM
• Camden Property Trust (CPT) Q4 2025: $1.5B–$2B California Sale to Fuel Sunbelt Pivot and Buybacks
  June 15, 2026 · CPT
• Horace Mann (HMN) Q4 2025: Supplemental Sales Surge 40% as Distribution Expansion Accelerates Growth
  June 15, 2026 · HMN
• Hinge Health (HNGE) Q4 2025: Free Cash Flow Margin Hits 36% as AI Drives Operating Leverage
  June 15, 2026 · HNGE
• Dexcom (DXCM) Q4 2025: G7 15-Day Rollout Drives 200bps Margin Expansion, Unlocking Global Growth Levers
  June 15, 2026 · DXCM
• Comstock Resources (CRK) Q4 2025: Reserve Additions Replace 229% of Production, Western Hainesville Growth in Focus
  June 15, 2026 · CRK
• Colliers (CIGI) Q4 2026: IESA Acquisition Lifts Engineering Growth Outlook to 25%+
  June 15, 2026 · CIGI
• Exponent (EXPO) Q4 2025: AI-Driven Projects Now Mid-Teens Share, Powering Double-Digit Adjusted Growth
  June 15, 2026 · EXPO
• Freshworks (FRSH) Q4 2025: EX ARR Surges 26% as Mid-Market Momentum Drives Profitability Milestone
  June 15, 2026 · FRSH
• CMS Energy (CMS) Q4 2025: $24B Investment Plan Drives 10.5% Rate Base CAGR, Data Center Pipeline Adds Upside
  June 15, 2026 · CMS
• Globe Life (GL) Q4 2025: Health Premiums Jump 9% as Medicare Supplement Drives 2026 Growth Outlook
  June 15, 2026 · GL
• AGCO (AGCO) Q4 2025: PTX Revenue Reaches $860M as Precision Ag Drives Structural Margin Gains
  June 15, 2026 · AGCO
• Canada Goose (GOOS) Q3 2026: D2C Revenue Climbs 13% as Year-Round Assortment Doubles Newness
  June 15, 2026 · GOOS
• FLEX (FLEX) Q3 2026: Data Center Revenue Jumps 35% as Power and Compute Mix Drive Margin Expansion
  June 15, 2026 · FLEX
• Columbus McKinnon (CMCO) Q3 2026: Keto Crosby Synergy Target Set at $70M, Integration Drives Next-Phase Growth
  June 15, 2026 · CMCO
• ES Q4 2025: $2.3B Capital Plan Expansion Anchors 2027 Earnings Inflection
  June 15, 2026 · ES
• Fluence Energy (FLNC) Q1 2026: Backlog Hits $5.5B as U.S. Pipeline Jumps 30%
  June 15, 2026 · FLNC
• American Financial Group (AFG) Q4 2025: 41% Surge in Specialty P&C Underwriting Profit Signals Cycle Resilience
  June 15, 2026 · AFG
• GCI Liberty (GLIBA) Q4 2025: CapEx to Peak at $290M as Alaska Network Upgrades Accelerate
  June 15, 2026 · GLIBA
• AAMI Q4 2025: Management Fees Jump 32% as AUM Hits $178B, Fueling Margin Expansion
  June 15, 2026 · AAMI
• ZoomInfo (GTM) Q4 2025: $1B Buyback Authorization Underscores Upmarket Shift and AI-Driven Expansion
  June 15, 2026 · GTM
• Cigna (CI) Q4 2025: Specialty Drives 14% Growth as PBM Model Transition Anchors 2026 Trajectory
  June 15, 2026 · CI