Latest Earnings Analysis

• KRC Q4 2025: Leasing Pipeline Surges 65%, Accelerating Portfolio Repositioning
  June 15, 2026 · KRC
• MetLife (MET) Q4 2025: Adjusted EPS Jumps 24% as Asset Management and Global Benefits Scale
  June 15, 2026 · MET
• Inspire Medical Systems (INSP) Q4 2025: Coding Shift Drives 6% Revenue Range, Forcing Strategic Recalibration
  June 15, 2026 · INSP
• Matthews International (MATW) Q1 2026: Net Debt Falls $173M as Divestitures Reshape Portfolio
  June 15, 2026 · MATW
• Humana (HUM) Q4 2025: 25% Medicare Advantage Growth Reshapes Margin Path, Efficiency Initiatives Accelerate
  June 15, 2026 · HUM
• KKR (KKR) Q4 2025: $19B Embedded Gains Signal Monetization Pipeline Strength
  June 15, 2026 · KKR
• Exelixis (EXEL) Q4 2025: Cabo Franchise Grows 17% as Zanza Pipeline Accelerates
  June 15, 2026 · EXEL
• Impinj (PI) Q4 2025: Custom IC Rollout Drives Share Defense Amid $18M Sequential Revenue Dip
  June 15, 2026 · PI
• First Industrial Realty Trust (FR) Q4 2025: 32% Cash Rent Growth Locks in Lease-Driven Upside for 2026
  June 15, 2026 · FR
• Duke Energy (DUK) Q4 2025: $16B Capex Boost Lifts Rate Base Growth to 9.6%, Data Center Surge Drives Long-Term Upside
  June 15, 2026 · DUK
• Taylor Morrison (TMHC) Q4 2025: Spec Home Closings Jump to 66%, Margin Mix Shifts in Focus
  June 15, 2026 · TMHC
• Quest Diagnostics (DGX) Q4 2025: Organic Volume Up 7.9% as Consumer and Advanced Diagnostics Drive Expansion
  June 15, 2026 · DGX
• Tenet Healthcare (THC) Q4 2025: EBITDA Margin Expands 210 bps as Tech-Driven Cost Controls Take Hold
  June 15, 2026 · THC
• SiriusXM (SIRI) Q4 2025: Podcast Ad Revenue Jumps 41%, Offsetting Flat Core Subscriptions
  June 15, 2026 · SIRI
• CoreCivic (CXW) Q4 2025: Federal Revenue Jumps 49% as ICE Demand Drives $100M EBITDA Upside Run Rate
  June 15, 2026 · CXW
• EastGroup Properties (EGP) Q4 2025: Development Leasing Jumps to 52% of Annual Volume, Pushing Guidance Higher
  June 15, 2026 · EGP
• Copa Holdings (CPA) Q4 2025: Operating Margin Rises to 22.6% as Network Expansion Drives Profitable Growth
  June 15, 2026 · CPA
• Wabash (WNC) Q4 2025: Parts & Services Up 33% as Core Trailer Demand Remains Subdued
  June 15, 2026 · WNC
• Vishay (VSH) Q4 2025: Book-to-Bill Climbs to 1.2 as Capacity Expansion Powers Broad-Based Demand
  June 15, 2026 · VSH
• UGI (UGI) Q1 2026: Gas Utilities Drive 16% Volume Surge as Portfolio Reshapes
  June 15, 2026 · UGI
• GE Healthcare (GEHC) Q4 2025: Backlog Climbs $2B as Recurring Revenue and Innovation Drive 2026 Setup
  June 15, 2026 · GEHC
• Genpact (G) Q4 2025: Advanced Tech Solutions Jump 17% as Agentic AI Drives Business Model Shift
  June 15, 2026 · G
• GEO (GEO) Q4 2025: $520M in New Contracts Sets Record, Margin Upside Hinges on ISAP Mix Shift
  June 15, 2026 · GEO
• Federal Realty (FRT) Q4 2025: $340M Acquisitions Drive 7% Yield, Fueling 2026 Growth Visibility
  June 15, 2026 · FRT
• Take-Two Interactive (TTWO) Q3 2026: Mobile Bookings Surge 19%, Lifting FY26 Baseline Ahead of GTA 6
  June 15, 2026 · TTWO
• Fortive (FTV) Q4 2025: $1.3B Buyback Delivers 600bps EPS Tailwind as Recurring Revenue Accelerates
  June 15, 2026 · FTV
• Exelon (EXC) Q4 2025: $3.3B Capex Bump Powers 7.9% Rate Base Growth Outlook
  June 15, 2026 · EXC
• Corteva (CTVA) Q4 2025: Bayer Deal Unlocks $1B Royalty Upside, Accelerates Licensing Expansion
  June 15, 2026 · CTVA
• Sixth Street Specialty Lending (TSLX) Q4 2025: Portfolio Turnover Hits 34% as Capital Rotation Accelerates
  June 15, 2026 · TSLX
• CENCORA (COR) Q1 2026: Operating Income Guidance Raised to 13.5% as MSO Platform Accelerates Scale
  June 15, 2026 · COR
• Regional Management (RM) Q4 2025: Auto-Secured Loans Surge 42%, Recasting Portfolio Mix and Margin Profile
  June 15, 2026 · RM
• Red Rock Resorts (RRR) Q4 2025: $385M Durango Expansion Anchors 9th Straight Record Quarter
  June 15, 2026 · RRR
• Douglas Emmett (DEI) Q4 2025: 104,000 Sq Ft Net Absorption Signals Office Leasing Inflection
  June 15, 2026 · DEI
• RXO (RXO) Q4 2025: Brokerage Sales Pipeline Surges 50% as Market Tightens
  June 15, 2026 · RXO
• Varonis (VRNS) Q4 2025: SaaS ARR Jumps 32% as Legacy On-Prem Fades, AI Security Bets Intensify
  June 15, 2026 · VRNS
• S&P Global (SPGI) Q4 2025: Indices Revenue Jumps 14% as Subscription Momentum Drives Guidance Confidence
  June 15, 2026 · SPGI
• Construction Partners (ROAD) Q1 2026: Backlog Hits $3.09B as Acquisitions Drive 44% Revenue Surge
  June 15, 2026 · ROAD
• Silicon Motion (SIMO) Q4 2025: Mobile Controller Revenue Surges 45%, Setting Up Record 2026
  June 15, 2026 · SIMO
• GEN (GEN) Q3 2026: Bookings Surge 27% as AI-Powered Cyber Safety Expands Platform Leverage
  June 15, 2026 · GEN
• Cousins Properties (CUZ) Q4 2025: Sunbelt Leasing Pipeline Tops 1.1M Sq Ft, Positioning for 90% Occupancy Target
  June 15, 2026 · CUZ
• Fortinet (FTNT) Q4 2025: Unified SASE Billings Surge 40%, Shifting Platform Mix and Margin Narrative
  June 15, 2026 · FTNT
• Encompass Health (EHC) Q4 2025: Premium Labor Spend Drops $21M, Fueling Margin Expansion and Growth Capacity
  June 15, 2026 · EHC
• Everest Group (EG) Q4 2025: $400M Buyback Signals Capital Return Priority as Premiums Shrink
  June 15, 2026 · EG
• FCPT (FCPT) Q4 2025: $318M Acquisitions Drive 20% Investment Volume Growth, Diversification Expands
  June 15, 2026 · FCPT
• GlobalFoundries (GFS) Q4 2025: Silicon Photonics Revenue Doubles, Pushing Margin Expansion and Portfolio Shift
  June 15, 2026 · GFS
• RMR Group (RMR) Q1 2026: $23.6M Incentive Fee Windfall Fuels Private Capital Push
  June 15, 2026 · RMR
• CDP Q4 2025: $278M New Investments Signal Multi-Year Defense Demand Tailwind
  June 15, 2026 · CDP
• Cardinal Health (CAH) Q2 2026: Specialty Revenue Surges Past $50B Mark, Lifting Outlook
  June 15, 2026 · CAH
• Avery Dennison (AVY) Q4 2025: High-Value Categories Reach 45% of Sales, Resetting Growth Mix
  June 15, 2026 · AVY
• Atmos Energy (ATO) Q1 2026: $1B CapEx Fuels 54,000 New Customers as Texas Pipeline Projects Advance
  June 15, 2026 · ATO