Latest Earnings Analysis

• HERE (HEAR) Q3 2026: Gross Margin Expands 350bps as IP Portfolio Diversifies
  June 11, 2026 · HERE
• McGraw-Hill (MH) Q4 2026: Recurring Revenue Hits 73% of Total, AI and Literacy Drive TAM Expansion
  June 11, 2026 · MH
• Driven Brands (DRVN) Q1 2026: Take 5 Delivers 14% EBITDA Growth, Franchise Margins Hold at 60%
  June 11, 2026 · DRVN
• Hooker Furnishings (HOFT) Q1 2027: Gross Margin Jumps 440bps as Backlog Surges 30%
  June 11, 2026 · HOFT
• MIND (MIND) Q1 2027: Backlog Falls 45% as Order Delays Underscore Macro Uncertainty
  June 11, 2026 · MIND
• Vera Bradley (VRA) Q1 2027: Indirect Revenue Jumps 27% as Wholesale and Collaborations Ignite Brand Turnaround
  June 11, 2026 · VRA
• Aurora Cannabis (ACB) Q4 2026: International Medical Cannabis Surges to 58% of Revenue as Canada Reimbursement Cuts Bite
  June 11, 2026 · ACB
• Yuanbao (YB) Q1 2026: System Services Surge 39.8% as AI Integration Reshapes Insurance Platform
  June 11, 2026 · YB
• Oxford Industries (OXM) Q1 2026: Gross Margin Expands Despite $11M Tariff Hit, Portfolio Divergence Sharpens
  June 11, 2026 · OXM
• Stitch Fix (SFIX) Q3 2026: Active Clients Up 21,000 as Private Brands Double in Key Categories
  June 11, 2026 · SFIX
• CMCM Q1 2026: Robotics and AI Segments Surge 176%, Reshaping Revenue Mix
  June 10, 2026 · CMCM
• Core & Main (CNM) Q1 2026: Fire Protection Surges 17% as Data Center Pipeline Expands
  June 10, 2026 · CNM
• Casey’s (CASY) Q4 2026: Inside Margin Jumps 170bps as Platform Expansion Drives Record Profitability
  June 10, 2026 · CASY
• Chewy (CHWY) Q1 2026: Autoship Hits 84% of Sales, Recurring Revenue Engine Drives Margin Expansion
  June 10, 2026 · CHWY
• Cracker Barrel (CBRL) Q3 2026: Retail Outperforms Restaurant for First Time in Four Years, Driving Margin Upside
  June 10, 2026 · CBRL
• JILL Q1 2026: Tariff Costs Hit $4.7M, Forcing Margin Reset Amid Product Evolution
  June 10, 2026 · JILL
• Lakeland (LAKE) Q1 2027: Fire Segment Hits 49% of Revenue as Service Platform Scales
  June 10, 2026 · LAKE
• Skillsoft (SKIL) Q1 2027: Platform Customer Agreements Jump 67% as GK Divestiture Unlocks Focus
  June 10, 2026 · SKIL
• LIMONERA (LMNR) Q2 2026: $17M Non-Cash Charges Reshape Asset Base, Avocado Guidance Raised
  June 10, 2026 · LMNR
• EH (EH) Q1 2026: Non-Human Carrying Revenue Hits 40%, Diversifying Beyond eVTOL Delivery
  June 10, 2026 · EH
• BARK (BARK) Q4 2026: Commerce Mix Hits 21% as Cost Discipline Drives $55M Savings
  June 10, 2026 · BARK
• Oil-Dri (ODC) Q3 2026: CapEx Doubles to $32M, Margin Pressure Offsets 9% Sales Growth
  June 09, 2026 · ODC
• Lands' End (LE) Q1 2026: JV Resets Margin Baseline to 43% as Licensing Upside Builds
  June 09, 2026 · LE
• Academy Sports (ASO) Q1 2026: E-Commerce Jumps 17%, Loyalty and New Stores Drive Share Gains
  June 09, 2026 · ASO
• Titan Machinery (TITN) Q1 2027: Equipment Margin Jumps 100bps as Inventory Mix Strategy Pays Off
  June 09, 2026 · TITN
• Designer Brands (DBI) Q1 2026: Brand Portfolio Grows 19%, Margin Expansion Signals Durable Model
  June 09, 2026 · DBI
• SailPoint (SAIL) Q1 2027: Agentic Pipeline Doubles, AI Identity Drives 20% of Net New ARR
  June 09, 2026 · SAIL
• UNFI (UNFI) Q3 2026: EBITDA Margin Climbs 40bps as Optimization and Tech Drive Productivity
  June 09, 2026 · UNFI
• SJM Q4 2026: Sweet Baked Snacks Profit Up 30% as Portfolio Stabilization Drives Margin Upside
  June 09, 2026 · SJM
• Uranium Energy Corp (UEC) Q3 2026: Cost per Pound Rises to $54.61 Amid Regulatory Delays, Production Ramp Set for Q4
  June 09, 2026 · UEC
• THCH Q1 2026: Franchise Store Count Tops 260 as Same-Store Sales Slide 13%
  June 09, 2026 · THCH
• OCC (OCC) Q2 2026: Backlog Surges 82% as Data Center Demand Drives Order Visibility
  June 09, 2026 · OCC
• ZEPP (ZEPP) Q1 2026: Premium Mix Drives 3.6pt Margin Expansion, Reinforcing Brand-Led Strategy
  June 09, 2026 · ZEPP
• Mission Produce (AVO) Q2 2026: Avocado Volume Jumps 15% as Colabo Integration Targets $25M Synergy Upside
  June 09, 2026 · AVO
• MAMAS Creations (MAMA) Q1 2027: New Item Launches Drive 50% Revenue Surge, Platform Integration Unlocks Margin Upside
  June 09, 2026 · MAMA
• Vail Resorts (MTN) Q3 2026: Rockies Visitation Down 24% as New Pass Initiatives Soften Impact
  June 09, 2026 · MTN
• Samsara (IOT) Q1 2027: $101M Net New ARR Accelerates Large-Customer Platform Expansion
  June 08, 2026 · IOT
• Motor Car Parts of America (MPAA) Q4 2026: Gross Margin Expands to 23.7% as Break-Related Business Accelerates
  June 08, 2026 · MPAA
• Guidewire (GWRE) Q3 2026: Cloud Revenue Soars 35% as AI-Driven Platform Momentum Accelerates
  June 08, 2026 · GWRE
• Graham (GHM) Q4 2026: Backlog Surges 34% to $516M as Defense and M&A Expand Visibility
  June 08, 2026 · GHM
• Duluth Holdings (DLTH) Q1 2026: Gross Margin Expands 540bps as Promotional Reset Reshapes Core Profitability
  June 08, 2026 · DLTH
• Campbell Soup (CPB) Q3 2026: Snacks Margin Rises to 10% as Cost Inflation Pressures FY27 Playbook
  June 08, 2026 · CPB
• FuelCell Energy (FCEL) Q2 2026: Data Center Pipeline Triples, 500MW Expansion Targets AI Demand Surge
  June 08, 2026 · FCEL
• VinFast (VFS) Q1 2026: Two-Wheeler Deliveries Surge 219% as Asset-Light Shift Accelerates
  June 08, 2026 · VFS
• Astronova (ALOT) Q1 2027: Aerospace Orders Jump 33%, Backlog Doubles Amid Strategic Review
  June 08, 2026 · ALOT
• GameHouse (GMHS) Q3 2026: DTC Revenue Mix Surges to 13.9%, Accelerating Margin Expansion
  June 08, 2026 · GMHS
• GASS Q1 2026: Cash Surges 32% as Zero-Debt Model Powers Strategic Flexibility
  June 06, 2026 · GASS
• GIII Q1 2027: 350bps Gross Margin Expansion Signals Inflection as Owned Brands Scale
  June 05, 2026 · GIII
• QuantX (NX) Q2 2026: Gross Margin Slides 350bps as Raw Material Inflation Outpaces Pricing
  June 05, 2026 · NX
• ABM (ABM) Q2 2026: Technical Solutions Soar 27% as Semiconductor and Microgrid Pipeline Accelerates
  June 05, 2026 · ABM