Latest Earnings Analysis

• ZKH (ZKH) Q1 2026: SME GMV Up 20% as AI-Driven Platform Penetrates Manufacturing
  May 21, 2026 · ZKH
• Full Truck Alliance (YMM) Q1 2026: Transaction Service Revenue Jumps 33% on Platform Quality and AI Leverage
  May 21, 2026 · YMM
• VIPS Q1 2026: SVIP Members Drive 9% Growth Amid Offline Shift and Margin Expansion
  May 21, 2026 · VIPS
• UDAO (DAO) Q1 2026: Online Marketing Surges 21% as AI Drives Segment to 43% of Revenue
  May 21, 2026 · DAO
• James Hardie (JHX) Q4 2026: $125M Synergy Run Rate Validates Integration Momentum
  May 21, 2026 · JHX
• Walmart (WMT) Q1 2027: Sparky Drives Marketplace Expansion Beyond Grocery, Unlocking New Growth Vectors
  May 21, 2026 · WMT
• 8x8 (EGHT) Q4 2026: Usage-Based Revenue Jumps to 23% of Mix, Reshaping Margin Dynamics
  May 21, 2026 · EGHT
• StoneCo (STNE) Q1 2026: 27% Yield Signals Capital Return Shift as Credit Quality Tightens
  May 21, 2026 · STNE
• Vivos Therapeutics (VVOS) Q1 2026: Revenue Jumps 70% as Sleep Center Pivot Drives Patient Growth
  May 21, 2026 · VVOS
• CorVel (CRVL) Q4 2026: New Bookings Jump 56% as Prepay Solutions Drive Pipeline Expansion
  May 21, 2026 · CRVL
• StepStone Group (STEP) Q4 2026: Fee-Earning AUM Surges $38B, Unlocking Multi-Channel Growth Leverage
  May 21, 2026 · STEP
• TJX (TJX) Q1 2027: HomeGoods Margin Jumps 270bps as Comp Growth Drives Broad-Based Leverage
  May 21, 2026 · TJX
• TAT Technologies (TATT) Q1 2026: Backlog Climbs to $580M as Supply Chain Delays Shift Revenue Recovery
  May 21, 2026 · TATT
• BZ Q1 2026: AI-Driven Closed-Loop Revenue Surges 50% as Platform Diversifies User Base
  May 21, 2026 · BZ
• Arcos Dorados (ARCO) Q1 2026: Loyalty Memberships Surge 52%, Underpinning Digital and Margin Gains
  May 21, 2026 · ARCO
• Target (TGT) Q1 2026: Comp Sales Up 5.6% as Merchandising Overhaul Drives Early Traffic Gains
  May 21, 2026 · TGT
• Intuit (INTU) Q3 2026: TurboTax Live Surges 38%, Workforce Cut Targets Margin Expansion
  May 21, 2026 · INTU
• Nvidia (NVDA) Q1 2027: Data Center Revenue Soars 92% as Blackwell Drives AI Infrastructure Surge
  May 21, 2026 · NVDA
• Ellington Credit Company (EARN) Q4 2026: $54M Debt Raise Fuels Rapid Portfolio Rotation Amid CLO Market Dislocation
  May 20, 2026 · EARN
• Lowe’s (LOW) Q1 2026: Online Sales Surge 15.5% as AI and Pro Initiatives Build Market Share
  May 20, 2026 · LOW
• Roivant (ROIV) Q4 2026: $2.25B Moderna Settlement and 73% ACR20 Response in Refractory RA Signal Pipeline Inflection
  May 20, 2026 · ROIV
• EuroDry (EDRY) Q1 2026: Revenue Jumps 39% as Charter Rates Double, Fleet Modernization Advances
  May 20, 2026 · EDRY
• Dorian LPG (LPG) Q4 2026: Dividend Jumps to $1 as U.S. Exposure Hits 90% Amid Route Disruption
  May 20, 2026 · LPG
• VF Corporation (VFC) Q4 2026: Gross Margin Climbs to 55%, Powering Brand Turnaround and Debt Cut
  May 20, 2026 · VFC
• Toll Brothers (TOL) Q2 2026: Luxury Move-Up Segment Climbs to 62% of Revenue, Bolstering Margins
  May 20, 2026 · TOL
• PERI Q1 2026: Outmax AI Channel Accelerates with 15.3% Growth Forecast and New Platform Expansion
  May 20, 2026 · PERI
• Carlisle Credit Income Fund (CCIF) Q2 2026: Dividend Coverage Surges to 161% as CLO Refinancing Accelerates
  May 20, 2026 · CCIF
• AUNA (AUNA) Q1 2026: Free Cash Flow Surges 2.6x as Platform Mix Shifts to High Complexity
  May 20, 2026 · AUNA
• Hasbro (HAS) Q1 2026: Wizards Drives 26% Segment Surge, Offsetting Consumer Product Volatility
  May 20, 2026 · HAS
• Analog Devices (ADI) Q2 2026: Industrial Segment Jumps 56% as AI and Automation Drive Record Margins
  May 20, 2026 · ADI
• Ellington Credit (EARN) Q1 2026: CLO Portfolio Grows 6% as Dislocation Drives Active Rotation
  May 20, 2026 · EARN
• Ryanair (RYAAY) Q4 2026: 80% Jet Fuel Hedged Shields Cost Base as Competitors Cut Capacity
  May 20, 2026 · RYAAY
• RLX (RLX) Q1 2026: International Revenue Surges 96%, Cementing Europe as Growth Engine
  May 20, 2026 · RLX
• GDS (GDS) Q1 2026: New Bookings Surge Past 340MW, Locking in Multi-Year AI Upside
  May 20, 2026 · GDS
• Super Hi International (HDL) Q1 2026: Operating Profit Jumps 71% as Store Efficiency, New Brands Drive Margin Expansion
  May 20, 2026 · HDL
• Baozun (BZUN) Q1 2026: BBM Revenue Jumps 39% as Margin Expansion Accelerates
  May 20, 2026 · BZUN
• GOLAR LNG (GLNG) Q1 2026: $17B Backlog and 19% GIMI Outperformance Accelerate Fourth FLNG Order
  May 20, 2026 · GLNG
• Caddler (CDLR) Q1 2026: €2.7B Backlog Anchors Multi-Year Offshore Wind Visibility
  May 20, 2026 · CDLR
• ZTO (ZTO) Q1 2026: Unit Sorting and Transport Cost Down 8.8% as Value Mix Drives Margin Resilience
  May 20, 2026 · ZTO
• Protara Therapeutics (TARA) Q1 2026: 83% Clinical Success in STARBORN-1 Drives BLA Pathway for TARA-002
  May 20, 2026 · TARA
• Skillz (SKLZ) Q1 2026: $420M Papaya Verdict Reshapes Platform Strategy and Monetization Path
  May 20, 2026 · SKLZ
• Red Robin (RRGB) Q1 2026: Big Yum Mix Hits 13%, Driving Traffic Rebound and Margin High
  May 20, 2026 · RRGB
• CAVA (CAVA) Q1 2026: New Restaurant Productivity Tops 100%, Extending Unit Economics Strength
  May 20, 2026 · CAVA
• Keysight (KEYS) Q2 2026: Orders Surge 56% as AI and Defense Fuel Record Backlog
  May 20, 2026 · KEYS
• Natuzzi (NTZ) Q4 2025: Gross Margin Drops 8 Points as Restructuring Intensifies
  May 20, 2026 · NTZ
• Eagle Point Income (EIC) Q1 2026: $56M Deployed at 16% Yield as CLO Market Volatility Unlocks Discounted Entry
  May 19, 2026 · EIC
• LUXE (LUXE) Q3 2026: MyTheresa U.S. Sales Surge 34%, Margin Expansion Drives Group Profitability
  May 19, 2026 · LUXE
• MUFG (MUFG) Q4 2026: SET1 Ratio Falls to 9.2% as Loan Growth Outpaces Capital Accumulation
  May 19, 2026 · MUFG
• Knightscope (KSCP) Q1 2026: Revenue Doubles to $6M as Managed Service Model Takes Hold
  May 19, 2026 · KSCP
• Nauticus Robotics (KITT) Q1 2026: Toolkit Software Targets 20% Efficiency Gains, Smoothing Offshore Seasonality
  May 19, 2026 · KITT