Latest Earnings Analysis

• PBF (PBF) Q4 2025: Heavy Sour Leverage Drives $200M Annual Upside as Martinez Nears Restart
  June 15, 2026 · PBF
• Align Technology (ALGN) Q4 2025: DSO Volumes Up Double Digits, Driving 7.7% Aligner Growth
  June 15, 2026 · ALGN
• NetEase (NTES) Q4 2025: Self-Developed Games Drive 11% Online Revenue Growth, AI Integration Deepens Competitive Moat
  June 15, 2026 · NTES
• Warner Music Group (WMG) Q1 2026: AI Partnership Deals Set Stage for Material Revenue Impact in 2027
  June 15, 2026 · WMG
• Agios Pharmaceuticals (AGIO) Q4 2025: Pyruvate Kinase Franchise Revenue Jumps 86% as Thalassemia Launch Begins
  June 15, 2026 · AGIO
• Zoetis (ZTS) Q4 2025: Semperica Trio Hits $1B U.S. Milestone Amid 12% Franchise Growth
  June 15, 2026 · ZTS
• Banco de Chile (BCH) Q4 2025: Retail Loans Rise 4.2% as Deposit Funding Drives Margin Leadership
  June 15, 2026 · BCH
• Werner Enterprises (WERN) Q4 2025: Dedicated Fleet Jumps 50% with First Fleet Acquisition, Reshaping Margin Profile
  June 15, 2026 · WERN
• MicroStrategy (MSTR) Q4 2025: $6.9B Preferred Equity Issuance Anchors Digital Credit Expansion
  June 15, 2026 · MSTR
• Molina Healthcare (MOH) Q4 2025: Medicaid Margin Trough Drives $6.50 EPS Guidance Reset
  June 15, 2026 · MOH
• WPC Q4 2025: $2.1B Deployment Drives 5.7% AFFO Growth, Sets Stage for 2026 Acceleration
  June 15, 2026 · WPC
• McKesson (MCK) Q3 2026: Oncology and Biopharma Drive 37% Segment Surge, Portfolio Realignment Accelerates
  June 15, 2026 · MCK
• Criteo (CRTO) Q4 2025: Auction-Based Display Jumps 65%, Unlocking Retail Media Tailwind
  June 15, 2026 · CRTO
• Getty Realty (GTY) Q4 2025: Portfolio Diversification Drives 30% Non-C-Store Rent Mix
  June 15, 2026 · GTY
• Boston Scientific (BSX) Q4 2025: EP Franchise Soars 35%, Diversification Drives 2026 Visibility
  June 15, 2026 · BSX
• CEMIG (CIG) Q4 2025: Record BRL 6.6B Investment Cycle Fuels Regulated Growth
  June 15, 2026 · CIG
• XTIA (XTIA) FY2025: $150M Defense Pipeline Emerges as Distribution Engine Drives Margin Expansion
  June 15, 2026 · XTIA
• Blackstone Mortgage Trust (BXMT) Q4 2025: 99% Performing Portfolio Signals Credit Recovery and Diversification Momentum
  June 15, 2026 · BXMT
• Cognizant (CTSH) Q4 2025: Large Deal TCV Surges 60%, Cementing AI-Led Growth Trajectory
  June 15, 2026 · CTSH
• Masco (MAS) Q4 2025: $2B Buyback and Liberty Hardware Integration Signal Margin Expansion Drive
  June 15, 2026 · MAS
• AYTU Q2 2026: Exua Launch Engages 100+ Prescribers, Signals Early Brand Traction
  June 15, 2026 · AYTU
• CVS (CVS) Q4 2025: Pharmacy Revenue Up 12%, Cost-Based Reimbursement Resets Retail Trajectory
  June 15, 2026 · CVS
• Phillips 66 (PSX) Q4 2025: Midstream EBITDA Climbs 40% as Portfolio Restructuring Accelerates Cash Returns
  June 15, 2026 · PSX
• FMC (FMC) Q4 2025: $1 Billion Debt Paydown and Strategic Review Reshape 2026 Playbook
  June 15, 2026 · FMC
• The RealReal (REAL) Q4 2025: Athena Automation Hits 35% of Units, Powering Margin Expansion
  June 15, 2026 · REAL
• Lantronics (LTRX) Q2 2026: Drone Revenue Outlook Raised 60% as Edge AI Platform Gains Traction
  June 15, 2026 · LTRX
• LUXE (LUXE) Q2 2026: MyTheresa U.S. Sales Surge 23%, Fueling Group Turnaround Momentum
  June 15, 2026 · LUXE
• IQVIA (IQV) Q4 2025: Backlog Climbs to $32.7B as AI-Driven Solutions Anchor Pharma Demand
  June 15, 2026 · IQV
• Lee Enterprises (LEE) Q1 2026: $18M Annual Interest Savings Reshapes Digital Growth Trajectory
  June 15, 2026 · LEE
• Reservoir Media (RSVR) Q3 2026: Catalog Acquisitions Drive 8% Revenue Growth as Emerging Markets Expand
  June 15, 2026 · RSVR
• Upstart (UPST) Q4 2025: Originations Up 86% as Secured Lending Scales, Margin Mix Shifts
  June 15, 2026 · UPST
• Immunovant (IMVT) Q3 2025: BREPO 45mg Delivers 100% Responder Rate, Accelerating Pipeline Momentum
  June 15, 2026 · IMVT
• Grab (GRAB) Q4 2025: Financial Services Surges, Loan Book Hits $1.3B as Platform Operating Leverage Accelerates
  June 15, 2026 · GRAB
• Vodafone (VOD) Q3 2026: Service Revenue Climbs 5.4% as Value-Over-Volume Strategy Drives German ARPU
  June 15, 2026 · VOD
• Kimco Realty (KIM) Q4 2025: $500M Disposition Pipeline Targets 100bp Yield Spread Upside
  June 15, 2026 · KIM
• Hanover Insurance Group (THG) Q4 2025: Book Value Climbs 27% as Underwriting and Investment Gains Compound
  June 15, 2026 · THG
• Welltower (WELL) Q4 2025: Senior Housing Drives 36% Revenue Surge, Margin Expansion Sets 2026 Growth Trajectory
  June 15, 2026 · WELL
• TIMB Q4 2025: EBITDA Margin Rises to 51% as Efficiency Programs Reshape Cost Structure
  June 15, 2026 · TIMB
• Stanley Black & Decker (SWK) Q4 2025: $2.1B Cost Cuts Set Stage for Margin Expansion Amid Tariff Volatility
  June 15, 2026 · SWK
• MasterBrand (MBC) Q4 2025: Tariff Impact Hits 300bps Margin as Cost Cuts Target $30M Relief
  June 15, 2026 · MBC
• SS&C (SSNC) Q4 2025: $1B+ Share Repurchases Underscore Margin Confidence Amid 5% Organic Growth Outlook
  June 15, 2026 · SSNC
• Flex LNG (FLNG) Q4 2025: 78% Contract Cover Locks In Stability as Spot Market Volatility Persists
  June 15, 2026 · FLNG
• EVI Industries (EVI) Q2 2026: Revenue Jumps 24% as Modernization Accelerates Margin Expansion
  June 15, 2026 · EVI
• Figure (FIGR) Q4 2025: Marketplace Volume Surges 131% as Capital-Light Model Gains Scale
  June 15, 2026 · FIGR
• Biodesix (BDSX) Q4 2025: Lung Diagnostics Revenue Jumps 46% as Primary Care Channel Expands
  June 15, 2026 · BDSX
• EME Q4 2025: RPOs Surge 31% to $13.25B, Data Center Visibility Extends Multi-Year Growth
  June 15, 2026 · EME
• First Capital (FCAP) Q4 2025: 5.9% Same Property NOI Growth Underscores Leasing Power as Development Spend Ramps
  June 15, 2026 · FCAP
• Glue (GLOO) Q3 2025: Platform Revenue Jumps 127% as M&A Flywheel Accelerates
  June 15, 2026 · GLOO
• CSPI (CSPI) Q1 2026: Service Revenue Up 15% as Gross Margin Expands to 39.3%
  June 15, 2026 · CSPI
• Connection (CNXN) Q4 2025: $7M Cost Reduction Targets Margin Expansion Amid Public Sector Drag
  June 15, 2026 · CNXN