Latest Earnings Analysis

• MCS Q2 2026: RevPAR Up 15% YTD, Booking Pace Locks in Profit Visibility
  July 30, 2026 · MCS
• Modine (MOD) Q1 2027: Data Center Revenue Jumps 90% as Supply Chain Bottlenecks Delay Margin Recovery
  July 30, 2026 · MOD
• NPK International (NPKI) Q2 2026: Rental and Service Revenue Jumps 20% on Utility Demand Surge
  July 30, 2026 · NPKI
• Group 1 Automotive (GPI) Q2 2026: Hennessy Acquisition Adds $1.7B Revenue, Accelerates Cluster Strategy Shift
  July 30, 2026 · GPI
• InterDigital (IDCC) Q2 2026: Streaming and Cloud Revenue Hits $110M, Arbitration Sets Up Multi-Year Upside
  July 30, 2026 · IDCC
• LSB Industries (LXU) Q2 2026: EBITDA Jumps 40% as Turnarounds Unlock Higher Output and Margin
  July 30, 2026 · LXU
• Hilton Grand Vacations (HGV) Q2 2026: Tour Volume Climbs 6% as Sales Execution Lags, Margin Expands
  July 30, 2026 · HGV
• HNI (HNI) Q2 2026: Steelcase Synergy Target Raised to $120M+, Driving Multi-Year Margin Expansion
  July 30, 2026 · HNI
• Federal Signal (FSS) Q2 2026: Aftermarket Revenue Jumps 24%, Unlocking Durable Margin Tailwind
  July 30, 2026 · FSS
• Cinemark (CNK) Q2 2026: Premium Format Screens Reach 350, Accelerating Margin Expansion
  July 30, 2026 · CNK
• Camping World (CWH) Q2 2026: $26M SG&A Cut and 60% Aged Inventory Reduction Signal Reset for Margin Recovery
  July 30, 2026 · CWH
• Franklin BSP Realty Trust (FBRT) Q2 2026: 77% Portfolio Shifted to Post-Hike Vintages, Buybacks Lift Book Value
  July 30, 2026 · FBRT
• ArcSys (ARXS) Q2 2026: Organic Growth Surges 21%, Margin Expansion Signals Operating Leverage
  July 30, 2026 · ARXS
• Blackstone Mortgage Trust (BXMT) Q2 2026: Office Exposure Falls to 21% as $1.4B Recycled Into High-Conviction Sectors
  July 30, 2026 · BXMT
• Bel Fuse (BELFA) Q2 2026: Data Solutions Up 55% as Portfolio Rotation Targets Margins
  July 30, 2026 · BELFA
• Belden (BDC) Q2 2026: Ruckus Acquisition Lifts Solutions Mix Above 20%, Reshaping Margin Profile
  July 30, 2026 · BDC
• APG (APG) Q2 2026: Backlog Surges 25% to $5B, Project Mix Drives Strategic Flex
  July 30, 2026 · APG
• Antero Resources (AR) Q2 2026: $300M Margin Uplift Plan Accelerates as Dry Gas Shift Redefines Cost Structure
  July 30, 2026 · AR
• Codere Online (CDRO) Q2 2026: Net Gaming Revenue Jumps 27% as Mexico and Spain Drive Guidance Hike
  July 30, 2026 · CDRO
• Air Products (APD) Q3 2026: $500M CapEx Cut Refocuses Growth on Electronics Backlog
  July 30, 2026 · APD
• Antero Midstream (AM) Q2 2026: Gathering Volumes Surge 20% as Appalachia Demand Pipeline Expands
  July 30, 2026 · AM
• Acadian Asset Management (AAMI) Q2 2026: AUM Surges 54% as Systematic Platform Drives 10th Straight Quarter of Net Inflows
  July 30, 2026 · AAMI
• Algoma Steel (ASTL) Q2 2026: Plate Shipments Rise 8% as EAF Ramp Drives Mix Shift
  July 30, 2026 · ASTL
• Acres Commercial Realty (ACR) Q2 2026: $5.1M Internalization Costs Signal Strategic Shift to In-House Management
  July 30, 2026 · ACR
• ADT (ADT) Q2 2026: Free Cash Flow Surges 48% as AI and DIY Shift Reshape Growth Playbook
  July 30, 2026 · ADT
• Butterfly Network (BFLY) Q2 2026: Embedded Revenue Soars 439% as Platform Flywheel Accelerates
  July 30, 2026 · BFLY
• Virtu Financial (VIRT) Q2 2026: Trading Capital Surges 70% to $3.4B as Talent and Tech Drive Platform Growth
  July 30, 2026 · VIRT
• UFP Industries (UFPI) Q2 2026: Transportation Costs Jump 30%, Pressuring Margins Despite $30M Decking Backlog
  July 30, 2026 · UFPI
• WESCO (WCC) Q2 2026: Backlog Surges 60% as Data Center Momentum Drives Record Visibility
  July 30, 2026 · WCC
• Pilgrim’s Pride (PPC) Q2 2026: Prepared Foods Volumes Jump 14% as Portfolio Diversification Accelerates
  July 30, 2026 · PPC
• RPC (RES) Q2 2026: Technical Services Margin Expands 250bps as Downhole Tools and Coil Tubing Drive Cycle Returns
  July 30, 2026 · RES
• SiriusXM (SIRI) Q2 2026: Podcasting Revenue Jumps 30% as YouTube Audio Scales Up
  July 30, 2026 · SIRI
• PFS Q2 2026: Non-Interest Income Jumps to 14% of Revenue, Fueling Diversification Push
  July 30, 2026 · PFS
• NFG (NFG) Q3 2026: $1.5B Debt Raise Sets Stage for Ohio Utility Acquisition and Regulated Growth
  July 30, 2026 · NFG
• Procore (PCOR) Q2 2026: Margin Expands 800bps as AI and DroneDeploy Acquisition Accelerate Strategic Shift
  July 30, 2026 · PCOR
• Pagaya (PGY) Q2 2026: Auto Volume Up 33% as Platform Leverage Drives Profit Acceleration
  July 30, 2026 · PGY
• Mastercard (MA) Q2 2026: Value-Added Services Revenue Jumps 18%, Extending Security and Digital Tailwind
  July 30, 2026 · MA
• MFIN Q2 2026: Dividend Jumps 17% as Loan Growth Drives Platform Expansion
  July 30, 2026 · MFIN
• HII (HII) Q2 2026: Shipbuilding Revenue Jumps 16% as Throughput and Contract Wins Drive Guidance Raise
  July 30, 2026 · HII
• GATX (GATX) Q2 2026: Wells Fargo Rail Acquisition Delivers 2X EPS Contribution, Guidance Raised
  July 30, 2026 · GATX
• KBR (KBR) Q2 2026: Backlog Jumps 40%, Separation Execution Unlocks Dual-Company Growth Path
  July 30, 2026 · KBR
• Darling Ingredients (DAR) Q2 2026: Core Ingredients EBITDA Jumps 71%, Unlocking Margin and Balance Sheet Leverage
  July 30, 2026 · DAR
• FCN Q2 2026: SG&A Jumps $28M as Talent Investments and Litigation Shape Margin Path
  July 30, 2026 · FCN
• Cigna (CI) Q2 2026: Specialty and Care Earnings Jump 22% as Biosimilars Accelerate Margin Shift
  July 30, 2026 · CI
• CROX Q2 2026: Sandals Revenue Hits $500M, Diversification Drives Upbeat Guidance
  July 30, 2026 · CROX
• EPR Properties (EPR) Q2 2026: $440M Experiential Investments Drive Portfolio Diversification
  July 30, 2026 · EPR
• AGCO (AGCO) Q2 2026: North America Sales Surge 20% as Dealer Inventories Normalize
  July 30, 2026 · AGCO
• Builders FirstSource (BLDR) Q2 2026: $115M Cost Actions Offset 9% Sales Decline in Prolonged Housing Downturn
  July 30, 2026 · BLDR
• AMC Networks (AMCX) Q2 2026: $500M Walking Dead Deal Reshapes Licensing Mix, Lifts Full-Year Outlook
  July 30, 2026 · AMCX
• Baxter (BAX) Q2 2026: Drug Compounding Delivers Double-Digit Growth, Offsetting Margin Compression
  July 30, 2026 · BAX