Latest Earnings Analysis

• Allegro MicroSystems (ALGM) Q4 2026: Data Center Sales Jump 41%, Fueling New Growth Pillar
  May 07, 2026 · ALGM
• Unity (U) Q1 2026: Vector-Powered Ad Revenue Jumps 80%, AI Roadmap Drives Strategic Inflection
  May 07, 2026 · U
• Curtiss-Wright (CW) Q1 2026: Backlog Hits $4.3B, Powering Margin Expansion and Upbeat Guidance
  May 07, 2026 · CW
• Bentley Systems (BSY) Q1 2026: Resources ARR Surges Past 20%, Accelerating Sector Diversification
  May 07, 2026 · BSY
• Genius Sports (GENI) Q1 2026: Legend Acquisition Lifts Margin Target to 28%, Accelerates Synergy Playbook
  May 07, 2026 · GENI
• Centuri (CTRI) Q1 2026: Book-to-Bill Hits 1.8x, Underscoring Backlog Visibility Despite Guidance Hold
  May 07, 2026 · CTRI
• Griffin (GFF) Q2 2026: 20% Share Reduction Underscores Pure-Play Building Products Pivot
  May 07, 2026 · GFF
• InfuSystem (INFU) Q1 2026: Wound Care Revenue Jumps 112% as Compression Partnerships Accelerate Segment Mix Shift
  May 07, 2026 · INFU
• DLH (DLHC) Q2 2026: Revenue Down $30M as Small Business Set-Asides Force Portfolio Reset
  May 07, 2026 · DLHC
• Goodyear (GT) Q1 2026: Americas Volume Down 17% as Premium Mix Strategy Gains Traction
  May 07, 2026 · GT
• GoGo (GOGO) Q1 2026: Equipment Revenue Climbs 22% as Next-Gen Connectivity Drives Product Shift
  May 07, 2026 · GOGO
• Installed Building Products (IBP) Q1 2026: Heavy Commercial Surges 22% as Residential Weakness Persists
  May 07, 2026 · IBP
• Gibraltar Industries (ROCK) Q1 2026: Synergy Target Raised to $26M as Integration Drives Margin Actions
  May 07, 2026 · ROCK
• Vericel (VCEL) Q1 2026: Burn Care Jumps 90%, Macy Sales Force Drives Sustained Growth
  May 07, 2026 · VCEL
• Xeris (XERS) Q1 2026: Recorlev Surges 95%, Fueling Raised Guidance and Pipeline Ambitions
  May 07, 2026 · XERS
• Vital Farms (VITL) Q1 2026: $32M Oversupply Cost Forces Margin Reset, Volume Recovery Hinges on Narrower Price Gaps
  May 07, 2026 · VITL
• Materialise (MTLS) Q1 2026: Medical Grows 7% as Portfolio Pruning Sharpens Focus
  May 07, 2026 · MTLS
• Planet Fitness (PLNT) Q1 2026: Black Card Price Pause Cuts 150bps From Comp, Refocuses on Member Growth
  May 07, 2026 · PLNT
• MarketAxess (MKTX) Q1 2026: Non-U.S. Revenue Jumps 20% as International Initiatives Outpace U.S. Credit
  May 07, 2026 · MKTX
• PSQH Q1 2026: Revenue per Employee Jumps 287% as FinTech Pivot Drives Operating Leverage
  May 07, 2026 · PSQH
• MATV Q1 2026: EBITDA Margin Jumps 220bps as Pricing Offsets $50M Input Inflation
  May 07, 2026 · MATV
• International Seaways (INSW) Q1 2026: Dividend Surges 111% as Spot TCEs Top $100K
  May 07, 2026 · INSW
• Lantheus (LNTH) Q1 2026: NeuroSeq Jumps 14%, Setting Up 2027 Growth Surge
  May 07, 2026 · LNTH
• CPS Q1 2026: $128M Net Awards Signal Margin Expansion Despite Input Cost Headwinds
  May 07, 2026 · CPS
• Fluence Energy (FLNC) Q2 2026: Data Center Pipeline Surges 30% as Hyperscaler Demand Compresses Cycle
  May 07, 2026 · FLNC
• Chesapeake Utilities (CPK) Q1 2026: WRU Delay Cuts FY EPS by $0.10 as Regulated Margin Climbs 15%
  May 07, 2026 · CPK
• ATNI Q1 2026: Tower Sale to Deliver $250M+ Cash, Margin Expansion Holds Despite Subsidy Loss
  May 07, 2026 · ATNI
• ARQ Q1 2026: GAC Pause Unlocks 96% PAC Contract Visibility, Refocuses on Cash Flow Strength
  May 07, 2026 · ARQ
• Vontier (VNT) Q1 2026: Teletrac Divestiture Lifts Margin by 50bps, Refocuses Mobility Playbook
  May 07, 2026 · VNT
• Rackspace (RXT) Q1 2026: Public Cloud Grows 10% as AI-Driven Partnerships Deepen Margin Mix
  May 07, 2026 · RXT
• Scholar Rock (SRRK) Q1 2026: Dual Facility Strategy Secures Two Paths to SMA Launch Readiness
  May 07, 2026 · SRRK
• Texas Pacific Land (TPL) Q1 2026: Unhedged Oil Upside Adds $50M per $10 Move, Data Center Land Deal Signals Strategic Shift
  May 07, 2026 · TPL
• KTB Q1 2026: $750M Buyback Unlocked as Lee Divestiture Shifts Focus to High-Growth Brands
  May 07, 2026 · KTB
• Grainger (GWW) Q1 2026: Endless Assortment Up 22% as Pricing Power and Execution Outpace Inflation
  May 07, 2026 · GWW
• Murphy Oil (MUR) Q1 2026: Unhedged Portfolio Captures 50% Oil Price Surge, Flexes Capital Discipline
  May 07, 2026 · MUR
• Genco Shipping (GNK) Q1 2026: Dividend Surges 133% as Cape Size Leverage Drives $2.50 Per Share Outlook
  May 07, 2026 · GNK
• RMR (RMR) Q2 2026: Private Capital AUM Hits $12B as Incentive Fees Recur
  May 07, 2026 · RMR
• CCEC (CCEC) Q1 2026: LNG Revenue Backlog Surges to $2.9B with 97 Years of Contracted Coverage
  May 07, 2026 · CCEC
• Gold Royalty Corp (GROY) Q1 2026: Adjusted EBITDA Surges 312% Amid 250+ Asset Portfolio Expansion
  May 07, 2026 · GROY
• Global Net Lease (GNL) Q1 2026: Motive Industrial Deal Adds 4% AFFO Accretion, Shifting Portfolio Toward Industrial
  May 07, 2026 · GNL
• Liquidity Services (LQDT) Q2 2026: Direct Profit Jumps 18% as Retail and GovDeals Diversification Offsets Weather Disruption
  May 07, 2026 · LQDT
• AFCG Q1 2026: $90M Lower Middle Market Deployment Signals Strategic Shift Beyond Cannabis
  May 07, 2026 · AFCG
• Western Midstream (WES) Q1 2026: Delaware Basin EBITDA Jumps 15% as Brazos Acquisition Adds 49% Acreage
  May 07, 2026 · WES
• CMT Q1 2026: Power Sports Jumps 46% as Mexico Expansion Unlocks New Margin High
  May 07, 2026 · CMT
• FG (FG) Q1 2026: Book Value Per Share Climbs 70% Since 2020, Fee-Based Shift Accelerates
  May 07, 2026 · FG
• Valvoline (VVV) Q2 2026: Same-Store Sales Surge 8.2%, Breeze Synergies Arrive Early
  May 07, 2026 · VVV
• Praxis Precision Medicines (PRAX) Q1 2026: $474M Cash Infusion Extends Runway as Dual Launches Near
  May 07, 2026 · PRAX
• SVC Q1 2026: $1.6B Debt Paydown Resets Balance Sheet, Accelerates Hotel Asset Exit
  May 07, 2026 · SVC
• SRI (SRI) Q1 2026: Mirai Drives 11% Segment Growth, Margin Expansion Anchors Guidance
  May 07, 2026 · SRI
• AMH (AMH) Q1 2026: $200M Asset Dispositions and 3% Buyback Fuel Portfolio Shift
  May 07, 2026 · AMH