Latest Earnings Analysis

• Neogen (NEOG) Q4 2026: R&D Investment Up 50% as Food Safety Growth Hits Multi-Year High
  July 30, 2026 · NEOG
• Pitney Bowes (PBI) Q2 2026: $200M Debt Cut and PreSort Share Gains Offset Cost Headwinds
  July 30, 2026 · PBI
• Pharming (PHAR) Q2 2026: Joenja Grows 40% as Pipeline Readouts Set Up Multi-Billion Opportunity
  July 30, 2026 · PHAR
• SimPress (CMPR) Q4 2026: EBITDA Target Raised to $615M as Canva Partnership and M&A Expand Growth Levers
  July 30, 2026 · CMPR
• Yum China (YUMC) Q2 2026: 1,200 Net New Stores Signal Brand Acceleration and Margin Expansion
  July 30, 2026 · YUMC
• Wallbox (WBX) Q2 2026: Order Backlog Climbs to €12M as Supply Bottlenecks Delay Revenue Conversion
  July 30, 2026 · WBX
• Unisys (UIS) Q2 2026: New Business TCV Jumps 57% as AI-Driven Offerings Expand Pipeline
  July 30, 2026 · UIS
• Trinity Industries (TRN) Q2 2026: $132M Napier Gain Unlocks Fleet Value Despite 1.3% Rail Margin Hit
  July 30, 2026 · TRN
• Lightspeed (LSPD) Q1 2027: Payments Penetration Hits 49% in Growth Engines, Accelerating Monetization
  July 30, 2026 · LSPD
• Hippo (HIPO) Q2 2026: Casualty Premiums Jump 61% as Diversification Accelerates Beyond Homeowners
  July 30, 2026 · HIPO
• CRH (CRH) Q2 2026: Arcosa $8.5B Acquisition Expands Aggregates Leadership, Margin Run Continues
  July 30, 2026 · CRH
• HCM (HCM) Q2 2026: R&D Spend Jumps 287% as ATTC Pipeline Accelerates
  July 30, 2026 · HCM
• Magnum Ice Cream Company (MICC) Q2 2026: Productivity Savings Hit €90M, Powering Margin Expansion
  July 30, 2026 · MICC
• Halion (HLN) Q2 2026: Supply Chain Productivity Lifts Margin 120bps, Emerging Markets Drive Sequential Growth
  July 30, 2026 · HLN
• Xerox (XRX) Q2 2026: Leverage Drops 2 Turns as Lexmark Synergies Lift Margin Path
  July 30, 2026 · XRX
• LKQ (LKQ) Q2 2026: Europe ERP Disruption Cuts $140M Revenue, Margin Recovery Hinges on Execution
  July 30, 2026 · LKQ
• Sanofi (SNY) Q2 2026: Launch Portfolio Grows 60%, Elevating 2030 Sales Ambition
  July 30, 2026 · SNY
• ASX Q2 2026: ATM Operating Margin Jumps 6.2pts as AI Packaging Demand Stretches Capacity
  July 30, 2026 · ASX
• PMT Q2 2026: $13B MSR Sale Accelerates Shift to Credit-Sensitive Investments
  July 30, 2026 · PMT
• PFSI Q2 2026: $60M Cost Cuts and 80% Workflow Automation Target Reshape Mortgage Model
  July 30, 2026 · PFSI
• MagnetChip (MX) Q2 2026: New Gen Products Target 10% Revenue Despite 6% Legacy Drag
  July 30, 2026 · MX
• Qualcomm (QCOM) Q3 2026: Automotive Revenue Surges 61% as Data Center and Non-Handset Mix Accelerate Diversification
  July 30, 2026 · QCOM
• Microsoft (MSFT) Q4 2026: Azure Surges 41% as AI Demand Outpaces Supply
  July 30, 2026 · MSFT
• Tenable (TENB) Q2 2026: Tenable One Hits 50% of New Business, Driving Platform Shift Amid AI Threat Surge
  July 30, 2026 · TENB
• Woodward (WWD) Q3 2026: Industrial Margins Surge to 22%, Automation and Pricing Drive Expansion
  July 30, 2026 · WWD
• Corset Therapeutics (CORT) Q2 2026: Lithioly Launch Adds $47.6M, Accelerating Oncology Expansion
  July 30, 2026 · CORT
• SPOK Q2 2026: Software Bookings Surge 92% as Strategic Realignment Accelerates Margin Gains
  July 30, 2026 · SPOK
• G Bank Financial Holdings (GBFH) Q2 2026: Bankroll Axis Deal Unlocks Access to 3,000+ New Gaming Machines
  July 30, 2026 · GBFH
• Porch Group (PRCH) Q2 2026: Insurance Services Margin Hits 48% as Policy Growth Accelerates
  July 30, 2026 · PRCH
• Bausch Health (BHC) Q2 2026: EBITDA Margin Jumps 530bps as Salix and Solta Drive Outperformance
  July 30, 2026 · BHC
• FinWise (FINW) Q2 2026: Credit-Enhanced Portfolio Up $100M, Pipeline Signals Multi-Product Expansion
  July 30, 2026 · FINW
• Adaptive Biotechnologies (ADPT) Q2 2026: Serial Testing Pull-Through Rises to 75%, Unlocking MRD Upside
  July 30, 2026 · ADPT
• Sonos (SONO) Q3 2026: AI-Driven Platform Sets Stage for September Launch as 53M Devices Anchor Home Intelligence Ambition
  July 30, 2026 · SONO
• Pulmonx (LUNG) Q2 2026: Cash Flow Break-Even Path Secured by Expanded Debt Facility
  July 30, 2026 · LUNG
• MiMedx (MDXG) Q2 2026: Sonara Acquisition Adds $100M Revenue, Accelerates Surgical Expansion
  July 30, 2026 · MDXG
• QTWO Q2 2026: Subscription Revenue Hits 83% of Mix, AI and Fraud Drive Expansion
  July 30, 2026 · QTWO
• L3Harris (LHX) Q2 2026: Missile Solutions Revenue Jumps 14% as Backlog Hits $42B
  July 30, 2026 · LHX
• Moelis & Company (MC) Q2 2026: Announced Pipeline Surges 80%, Signaling M&A Cycle Acceleration
  July 30, 2026 · MC
• PTC (PTC) Q3 2026: $525M Buyback and AI-Driven Displacement Double Down on Product Lifecycle Strategy
  July 30, 2026 · PTC
• Sprouts Farmers Market (SFM) Q2 2026: E-Commerce Grows 12% as Store Pipeline Hits 155
  July 30, 2026 · SFM
• Regional Management (RM) Q2 2026: Bank Partnership Drives 200bps Margin Lift as Digital Lending Launches
  July 30, 2026 · RM
• Robinhood (HOOD) Q2 2026: Net Deposits Surge $22B as Product Ecosystem Drives Record Engagement
  July 30, 2026 · HOOD
• FICO (FICO) Q3 2026: Platform ARR Surges 62% as Legacy Migrations Accelerate
  July 30, 2026 · FICO
• Insperity (NSP) Q2 2026: Margin Recovery Lifts EPS 31% as HR Scale Gains 8,000 Worksite Employees
  July 30, 2026 · NSP
• Sensata Technologies (ST) Q2 2026: Free Cash Flow Conversion Surges to 130%, Unlocking Margin Flexibility
  July 30, 2026 · ST
• McGrath RentCorp (MGRC) Q2 2026: TRS Rentalco Grows 17% as Modular Utilization Inflects
  July 30, 2026 · MGRC
• Ethan Allen (ETD) Q4 2026: Tariff Refunds Add $5M, Offsetting 11% Order Decline
  July 30, 2026 · ETD
• MediaAlpha (MAX) Q2 2026: Open Marketplace Revenue Surges 26% as Carrier Spend Broadens
  July 30, 2026 · MAX
• Carlisle (CSL) Q2 2026: Price-Cost Gap Hits $40M as Margin Recovery Lags Raw Inflation
  July 30, 2026 · CSL
• Sturm, Ruger & Co. (RGR) Q2 2026: Accessories Jump, Driving 19% Sell-Through Outperformance
  July 30, 2026 · RGR