Latest Earnings Analysis

• Cleveland-Cliffs (CLF) Q4 2025: $500M Slab Contract Exit Unlocks Margin Expansion for 2026
  June 15, 2026 · CLF
• Corebridge Financial (CRBG) Q4 2025: Institutional Markets Sales Jump 24%, Capital Flexibility Sets 2026 Floor
  June 15, 2026 · CRBG
• Cirrus Logic (CRUS) Q3 2026: Smartphone Mix Drives 94% Customer Concentration, PC and Automotive Bets Accelerate
  June 15, 2026 · CRUS
• Centene (CNC) Q4 2025: EPS Guidance Surges 40% on Medicaid Margin Stability and Marketplace Turnaround
  June 15, 2026 · CNC
• Coinbase (COIN) Q4 2025: 12 Products Top $100M as Everything Exchange Drives Revenue Diversification
  June 15, 2026 · COIN
• Chegg (CHGG) Q4 2025: Skilling Revenue Hits $18M as B2B Shift Drives Double-Digit Growth Trajectory
  June 15, 2026 · CHGG
• CBRE (CBRE) Q4 2025: Data Center Solutions Surges 20%, Shaping Next-Phase Growth
  June 15, 2026 · CBRE
• Adient (ADNT) Q1 2026: Onshoring Pipeline Expands to $500M, Amplifying Margin and Growth Visibility
  June 15, 2026 · ADNT
• Arista Networks (ANET) Q4 2025: AI Networking Revenue Target Raised 18% to $3.25B as Demand Surges
  June 15, 2026 · ANET
• 8x8 (EGHT) Q3 2026: Usage-Based Revenue Surges 60%, Reshaping Platform Economics
  June 15, 2026 · EGHT
• Avantor (AVTR) Q4 2025: VWR Relaunch and $35M Targeted Investment Signal Strategic Channel Reset
  June 15, 2026 · AVTR
• BrightView (BV) Q1 2026: Contract Book Climbs 2% as Sales Force Expansion Accelerates Growth Path
  June 15, 2026 · BV
• Glue Holdings (GLOO) Q4 2025: Revenue Quadruples as AI-Driven Platform Accelerates Margin Path
  June 15, 2026 · GLOO
• Pagaya (PGY) Q4 2025: $1.5B High-Risk Volume Pullback Signals Shift to Durable Profitability
  June 15, 2026 · PGY
• NNN REIT (NNN) Q4 2025: Acquisition Volume Hits $900M, Pushing Occupancy to 98.3%
  June 15, 2026 · NNN
• McGraw-Hill (MH) Q3 2026: Higher Ed Revenue Climbs 24% as Digital Share Hits 84%
  June 15, 2026 · MH
• OpenText (OTEX) Q2 2026: Content Cloud Grows 21%, Accelerating Cloud-Centric Pivot
  June 15, 2026 · OTEX
• Blend Labs (BLND) Q4 2025: Pipeline Up 40% as Agentic AI Drives Product Bundling Shift
  June 15, 2026 · BLND
• SUI Group (SUIG) Q4 2025: Digital Asset Revenue Jumps 179% as Treasury Activation Accelerates
  June 15, 2026 · SUIG
• PennantPark Investment (PNNT) Q1 2026: $68M Equity Exit Fuels Rotation Into Income-Producing Loans
  June 15, 2026 · PNNT
• PennantPark Floating Rate Capital (PFLT) Q1 2026: PSSL2 JV Hits $326M, Targeting $1B Scale
  June 15, 2026 · PFLT
• Precision Drilling (PDS) Q4 2025: Shareholder Returns Hit 45% of Free Cash Flow as Rig Upgrades Drive Differentiation
  June 15, 2026 · PDS
• NOVA Ltd (NVMI) Q4 2025: Advanced Packaging Revenue Jumps 60% as Share Gains Accelerate
  June 15, 2026 · NVMI
• Rexford Industrial (REXR) Q4 2025: $450M Disposition Plan Reshapes Growth and Capital Allocation
  June 15, 2026 · REXR
• Prudential (PRU) Q4 2025: Japan Sales Suspension Hits $350M, Reshaping International Earnings Trajectory
  June 15, 2026 · PRU
• Phillips Edison (PECO) Q4 2025: 34% New Lease Spread Underscores Pricing Power as Acquisition Pipeline Expands
  June 15, 2026 · PECO
• PAA Q4 2025: Cactus III Synergies Hit $50M Run Rate as Pure-Play Crude Pivot Accelerates
  June 15, 2026 · PAA
• Omega Healthcare (OHI) Q4 2025: $1.1B Deployed, RIDEA Platform and Sabra JV Reshape Growth Mix
  June 15, 2026 · OHI
• Old Dominion Freight Line (ODFL) Q4 2025: Network Capacity Up 35%, Poised for Market Share Gain on Recovery
  June 15, 2026 · ODFL
• NWL Q4 2025: 25 Innovation Launches Set Stage for Market Share Outperformance
  June 15, 2026 · NWL
• Invista (NVST) Q4 2025: EBITDA Margin Expands 190bps as Innovation and Cost Actions Drive Outperformance
  June 15, 2026 · NVST
• NOV (NOV) Q4 2025: $876M Free Cash Flow Underscores Offshore Backlog Strength
  June 15, 2026 · NOV
• METTLER Toledo (MTD) Q4 2025: Tariff Costs Cut $50M from Operating Profit, Margin Recovery Hinges on Innovation
  June 15, 2026 · MTD
• MPC Q4 2025: Refining Capture Rate Hits 114% as Sour Crude Strategy Drives Margin Upside
  June 15, 2026 · MPC
• Business First Bancshares (BFST) Q4 2025: Tangible Book Value Jumps 17.3% as Core Margin Holds in Shifting Rate Climate
  June 15, 2026 · BFST
• Pathward Financial (CASH) Q1 2026: Fee Income Climbs to 40% of Revenue as Partner Pipeline Surges
  June 15, 2026 · CASH
• Magnolia Oil & Gas (MGY) Q4 2025: Production Up 11% as Capital Efficiency Drives 75% Cash Return
  June 15, 2026 · MGY
• Highwoods Properties (HIW) Q4 2025: Sunbelt BBD Pre-Leasing Climbs to 78%, Setting Up 2027 NOI Acceleration
  June 15, 2026 · HIW
• Liquidity Services (LQDT) Q1 2026: GovDeals Adds 500+ Agencies, Driving 7% GMV Growth and Margin Expansion
  June 15, 2026 · LQDT
• Lumentum (LITE) Q2 2026: OCS Backlog Surges Past $400M, Unlocking Multi-Customer AI Upside
  June 15, 2026 · LITE
• Equity Bancshares (EQBK) Q4 2025: Frontier Merger Lifts Assets 50%, Margin Guidance Tightens
  June 15, 2026 · EQBK
• Ellucia (ELUT) Q4 2025: Gross Margin Expands 12 Points as Strategic Reset Focuses on 41X Launch
  June 15, 2026 · ELUT
• InMode (INMD) Q4 2025: International Revenue Jumps 38% as U.S. Market Stabilizes
  June 15, 2026 · INMD
• Medpace (MEDP) Q4 2025: Backlog Cancellations Hit 1-Year High, Margin Pressures Mount as Metabolic Mix Shifts
  June 15, 2026 · MEDP
• BlackRock (BLK) Q4 2025: Organic Base Fee Growth Hits 12%, Unlocking Multi-Segment Margin Upside
  June 15, 2026 · BLK
• Knowles (KN) Q4 2025: Precision Devices Surge 23% as Specialty Film Capacity Ramps for $65M Opportunity
  June 15, 2026 · KN
• Haemonetics (HAE) Q3 2026: Plasma Organic Growth Hits 20% as Margin Expansion Drives Cash Flow Surge
  June 15, 2026 · HAE
• BKU Q4 2025: NIDDA Mix Climbs to 31%, Sharpening Margin Expansion Path
  June 15, 2026 · BKU
• Magnera (MAGN) Q1 2026: Rest of World EBITDA Climbs 9% as Portfolio Shift Offsets Regional Headwinds
  June 15, 2026 · MAGN
• Lightspeed (LSPD) Q3 2026: Growth Engines Drive 21% Revenue Surge as Outbound Sales Ramp
  June 15, 2026 · LSPD