Latest Earnings Analysis

• PAGP Q4 2025: Cactus III Synergies Hit $50M Run Rate, Reshaping Cash Flow Durability
  June 15, 2026 · PAGP
• NetStreet (NTST) Q4 2025: Record $657M Investments Drive 4% AFFO Growth as Portfolio Diversifies
  June 15, 2026 · NTST
• GFL (GFL) Q4 2025: Margin Surges 130bps as Platform Optimization Drives Record 30% EBITDA
  June 15, 2026 · GFL
• MindWalk (HYFT) Q2 2025: Gross Margin Expands to 65% as Bio-Native AI Platform Drives Strategic Shift
  June 15, 2026 · HYFT
• Cresud (CRESY) Q2 2026: Argentina Beef Exports Up 17% as Policy Shift Unlocks Liquidity
  June 15, 2026 · CRESY
• Chipotle (CMG) Q4 2025: 350 High-Efficiency Stores Set for 2026, Accelerating Throughput and Menu Innovation
  June 15, 2026 · CMG
• Patterson-UTI (PTEN) Q4 2025: CapEx Cut 15% as Technology Drives Margin Resilience
  June 15, 2026 · PTEN
• ASX Q4 2025: LEAP Services Double to $3.2B, Driving Margin Upside and Capacity Race
  June 15, 2026 · ASX
• Aptar (ATR) Q4 2025: Tooling Sales Hit Decade High, Margin Headwinds Set Stage for 2026 Reset
  June 15, 2026 · ATR
• Novo Nordisk (NVO) Q4 2025: Obesity Pill Launch Drives 134% Wegovy Growth, But 2026 Guides to Double-Digit U.S. Decline
  June 15, 2026 · NVO
• Jumia (JMIA) Q4 2025: Physical Goods GMV Jumps 38% as Scale Drives Margin Progress
  June 15, 2026 · JMIA
• LATAM Airlines (LTM) Q4 2025: Premium Revenue Climbs to 23%, Anchoring Margin Expansion
  June 15, 2026 · LTM
• IREN (IREN) Q2 2026: $3.6B GPU Financing Secures 95% of Microsoft AI CapEx, Unlocking Platform Scale
  June 15, 2026 · IREN
• Oryx (IX) Q3 2026: Investment Segment Profit Doubles, Capital Recycling Drives 196.6B Yen in Gains
  June 15, 2026 · IX
• Bradesco (BBD) Q4 2025: Digital Client Base Doubles, Cost to Serve Falls 40x
  June 15, 2026 · BBD
• Ford (F) Q4 2025: Ford Pro EBIT Hits $6.8B, Software and Services Now 19% of Segment Profit
  June 15, 2026 · F
• Cellebrite (CLBT) Q4 2025: ARR Mix Shift to 14% High-Growth Solutions Signals Platform Acceleration
  June 15, 2026 · CLBT
• America Movil (AMX) Q4 2025: Free Cash Flow Surges 40%, Capital Allocation Focus Sharpens
  June 15, 2026 · AMX
• Banco Santander Chile (BSAC) Q4 2025: ROE Surges 6 Points as Fee Income Hits 21% of Revenue
  June 15, 2026 · BSAC
• BAM Q4 2025: Fee-Bearing Capital Surges $64B as AI and Credit Platforms Scale
  June 15, 2026 · BAM
• Arteris (AIP) Q4 2025: RPO Climbs 32% as Security Acquisition Expands TAM
  June 15, 2026 · AIP
• Honda (HMC) Q3 2026: Tariff Impact Shrinks to ¥310B, Forcing Strategic EV Reset
  June 15, 2026 · HMC
• AOSL Q2 2026: R&D Spending Up 25% as AI and Power Solutions Drive Strategic Shift
  June 15, 2026 · AOSL
• Coursera (COUR) Q4 2025: Platform Fee to Lift Margins as Subscription Mix Tops 62%
  June 15, 2026 · COUR
• Himalaya Shipping (HSHP) Q4 2025: Time Charter Premiums Narrow to 41% as Market Strength Shifts Pricing Power
  June 15, 2026 · HSHP
• QuickLogic (QUIK) Q4 2025: Q1 Revenue Set to Jump 50% as Storefront and Defense Contracts Accelerate
  June 15, 2026 · QUIK
• Sequans (SQNS) Q4 2025: 9.7% Share Buyback Underscores Asset Value Amid IoT Ramp
  June 15, 2026 · SQNS
• Marriott (MAR) Q4 2025: Co-Branded Credit Card Fees Set to Jump 35% on Royalty Rate Reset
  June 15, 2026 · MAR
• Hyatt (H) Q4 2025: Net Room Growth Hits 7.3%, Cementing Asset-Light Fee Engine
  June 15, 2026 · H
• Deutsche Bank (DB) Q4 2025: Cost Base Drops €1B, Unlocking 17% Operating Leverage for Next Phase
  June 15, 2026 · DB
• Expedia (EXPE) Q4 2025: B2B Bookings Surge 24% as Margin Expansion Accelerates
  June 15, 2026 · EXPE
• Pacasmayo (CPAC) Q4 2025: Holcim’s 5.1B Soles Acquisition Validates Margin Expansion and Volume Growth
  June 15, 2026 · CPAC
• Miller Industries (MLI) Q4 2025: $150M Military Backlog Anchors Global Expansion Strategy
  June 15, 2026 · MLI
• Blue Owl (OWL) Q4 2025: $56B Capital Raised Anchors 18% Growth, Margin Expansion Signals Resilience
  June 15, 2026 · OWL
• Amgen (AMGN) Q4 2025: 13 Products Drive Double-Digit Growth as Rare Disease Tops $5B
  June 15, 2026 · AMGN
• GSK (GSK) Q4 2025: Specialty Medicines Jump 17% as Pipeline Acceleration and Product Focus Take Hold
  June 15, 2026 · GSK
• Antero Resources (AR) Q4 2025: HG Deal Lifts Production Base 30%, Unlocks Five-Year Inventory Extension
  June 15, 2026 · AR
• Ambev (ABEV) Q4 2025: R$20B Shareholder Return Signals Margin-First Playbook Amid Volume Headwinds
  June 15, 2026 · ABEV
• Papa John’s (PZZA) Q4 2025: 300 Store Closures to Lift AUVs by 3% and Reset U.S. Profitability
  June 15, 2026 · PZZA
• EPR Properties (EPR) Q4 2025: $400M–$500M Investment Pipeline Drives Experiential Growth Ambitions
  June 15, 2026 · EPR
• D-Wave Quantum (QBTS) Q4 2025: Sales Pipeline Expands 1500% as Dual Platform Strategy Accelerates
  June 15, 2026 · QBTS
• Wabtec (WAB) Q4 2025: Multi-Year Backlog Surges 23%, Locking in Revenue Visibility Through 2027
  June 15, 2026 · WAB
• WF Q4 2025: Non-Interest Income Jumps 24%, Unlocking Diversified Profit Levers
  June 15, 2026 · WF
• Himax (HIMX) Q4 2025: Automotive T-Con Sales Surge 50% as OLED Pipeline Sets Up 2027 Inflection
  June 15, 2026 · HIMX
• Snap-on (SNA) Q4 2025: Power Tools Surge 10%, Offsetting Auto Repair Uncertainty
  June 15, 2026 · SNA
• Tech Precision (TPCS) Q2 2026: Backlog Holds at $48M as Margin Expansion Outpaces Revenue
  June 15, 2026 · TPCS
• Vale (VALE) Q4 2025: Dividend Yield Hits 16% as Base Metals EBITDA Doubles, Copper Growth in Focus
  June 15, 2026 · VALE
• Erie Indemnity (ERIE) Q4 2025: Combined Ratio Improves 11.6 Points as Rate Actions Take Hold
  June 15, 2026 · ERIE
• EIG Q4 2025: $215M Buybacks and AI-Driven Expansion Offset California Premium Decline
  June 15, 2026 · EIG
• NatWest Group (NWG) Q4 2025: Cost-Income Ratio Drops 4.8 Points as Evelyn Partners Acquisition Reshapes Growth Ambition
  June 15, 2026 · NWG