Latest Earnings Analysis

• Accelerate Energy (EE) Q1 2026: Iraq Project Delay Shifts $30M CapEx, Jordan Charter Adds $20M EBITDA
  May 07, 2026 · EE
• Stratasys (SSYS) Q1 2026: Defense-Driven Parts Orders Surge 23%, Pushing Manufacturing Transition Forward
  May 07, 2026 · SSYS
• Appian (APPN) Q1 2026: Cloud Subscription Surges 25% as Enterprise AI Demand Fuels Pipeline Upside
  May 07, 2026 · APPN
• TEAD (TEAD) Q1 2026: CTV Revenue Surges 50% as Omnichannel Integration Accelerates
  May 07, 2026 · TEAD
• DNOW (DNOW) Q1 2026: ERP Stabilization Costs Hit $8.5M Quarterly as Integration Drives Transition Year
  May 07, 2026 · DNOW
• VYX Q1 2026: VCP Contract Value Jumps 75%, Marking SaaS Shift and Data Leverage
  May 07, 2026 · VYX
• Liberty Latin America (LILA) Q1 2026: $40M Free Cash Flow Swing Underscores Cash Generation Pivot
  May 07, 2026 · LILA
• Celsius Holdings (CELH) Q1 2026: Alani New Jumps 60% as Portfolio Share Hits 21%
  May 07, 2026 · CELH
• Lexicon Pharmaceuticals (LXRX) Q1 2026: $20M Novo Nordisk Milestones Drive Cash Surge Ahead of Sonata HCM Readout
  May 07, 2026 · LXRX
• ARGX Q1 2026: $400M Cash Build and 90% Gross Margin Underscore Pipeline-Driven Immunology Expansion
  May 07, 2026 · ARGX
• Palomar Holdings (PLMR) Q1 2026: Specialty Premiums Surge 42% as Portfolio Diversification Drives Resilience
  May 07, 2026 · PLMR
• StoneX (SNEX) Q2 2026: Net Operating Revenues Surge 70% on Broad-Based Volatility Tailwind
  May 07, 2026 · SNEX
• Caldera Online (CDRO) Q1 2026: Active Customers Jump 14% as Mexico Drives Profit Inflection
  May 07, 2026 · CDRO
• Lifetime Brands (LCUT) Q1 2026: Home Solutions Grows 22.9% as Channel Mix, Cost Actions Drive Margin Upside
  May 07, 2026 · LCUT
• NN Inc. (NNBR) Q1 2026: Growth Markets Jump to 56% of Mix, Accelerating Margin Expansion Path
  May 07, 2026 · NNBR
• KELYA Q1 2026: $25M Core SG&A Cut Sets Stage for Margin Expansion Pivot
  May 07, 2026 · KELYA
• Stevanato Group (STVN) Q1 2026: GLP-1 Revenue Jumps to 22%, Cartridge Capacity Fully Booked
  May 07, 2026 · STVN
• CoreCivic (CXW) Q1 2026: ICE Revenue Jumps 96%, CSP Acquisition Shifts Growth Profile
  May 07, 2026 · CXW
• Whirlpool (WHR) Q1 2026: North America Prices Jump 10% as Tariffs and Demand Slump Squeeze Margins
  May 07, 2026 · WHR
• MACOM (MTSI) Q2 2026: Data Center Revenue Surges 60% as Backlog Hits Record High
  May 07, 2026 · MTSI
• Peloton (PTON) Q3 2026: Commercial Revenue Up 14% as Strategic Shift Drives New Growth Vectors
  May 07, 2026 · PTON
• Matrix Service (MTRX) Q3 2026: Storage Segment Grows 16%, Repositioning Margins and Backlog for FY27
  May 07, 2026 · MTRX
• Park-Ohio (PKOH) Q1 2026: Backlog Rises 9% as Diversified Demand Fuels Multi-Segment Momentum
  May 07, 2026 · PKOH
• HighPeak Energy (HPK) Q1 2026: Lease Operating Costs Drop 22%, Marking Structural Efficiency Shift
  May 07, 2026 · HPK
• Ligand (LGND) Q1 2026: Zoma Acquisition to Add 120+ Assets, Lifting Royalty Growth Trajectory
  May 07, 2026 · LGND
• Shift4 (FOUR) Q1 2026: International Payments Up 51%, Global Playbook Scales Beyond U.S. Core
  May 07, 2026 · FOUR
• BXSL Q1 2026: $600M Repayment Pipeline Expands Capital Flexibility Amid 2.5% NAV Dip
  May 07, 2026 · BXSL
• American States Water (AWR) Q1 2026: Rate Base Climbs 11% as Regulatory Shifts Reshape Earnings Volatility
  May 07, 2026 · AWR
• ARKO (ARKO) Q1 2026: Dealerization Delivers $30M Savings, Remodels Drive 12%+ Sales Lift
  May 07, 2026 · ARKO
• Amprius Technologies (AMPX) Q1 2026: Sitecore Drives 153% Growth as Defense and Mobility Orders Build
  May 07, 2026 · AMPX
• Warby Parker (WRBY) Q1 2026: Eye Exams Surge 30% as AI Glasses Launch Nears
  May 07, 2026 · WRBY
• Sabre (SABR) Q1 2026: Air Distribution Bookings Up 6%, Outpacing Industry Amid Middle East Headwinds
  May 07, 2026 · SABR
• Vertex (VERX) Q1 2026: $60M Cost Reset Frees AI and E-Invoicing Growth Capacity
  May 07, 2026 · VERX
• Rayonier (RYN) Q1 2026: $40M Cost Synergy Target Anchors Post-Merger Value Creation
  May 07, 2026 · RYN
• US Foods (USFD) Q1 2026: Private Label Penetration Reaches 54% With Core Independents, Extending Margin Leverage
  May 07, 2026 · USFD
• Permian Resources (PR) Q1 2026: Free Cash Flow Per Share Grows 30% as Delaware Cost Edge Deepens
  May 07, 2026 · PR
• Orion SA (OEC) Q1 2026: Specialty Segment EBITDA Climbs 7% as Regional Supply Chains Reshape Demand
  May 07, 2026 · OEC
• MKS Instruments (MKSI) Q1 2026: AI-Driven Chemistry Lifts Segment 27%, Unlocking Multi-Year Margin Upside
  May 07, 2026 · MKSI
• MDU (MDU) Q1 2026: Bacanese Pipeline Draws $1.4Bcf/d Demand, $3.2B Capex Path Emerges
  May 07, 2026 · MDU
• Intrepid Potash (IPI) Q1 2026: TRIO Margin Jumps 42% as Asset Sale Refocuses on Core Fertilizer
  May 07, 2026 · IPI
• Insight Enterprises (NSIT) Q1 2026: $224M Buyback Pivot Signals Capital Discipline Amid Hardware Backlog Surge
  May 07, 2026 · NSIT
• LifeStance Health (LFST) Q1 2026: Adjusted EBITDA Margin Expands 150bps as Productivity, AI, and Specialty Services Scale
  May 07, 2026 · LFST
• Lamar Advertising (LAMR) Q1 2026: National Programmatic Up 25% as Digital Billboards Cross 30% Revenue Threshold
  May 07, 2026 · LAMR
• Cushman & Wakefield (CWK) Q1 2026: Leasing Revenue Jumps 17% as Data Center Demand Accelerates
  May 07, 2026 · CWK
• Evergy (EVRG) Q1 2026: Peak Load Commitments Rise 25% to 3,000 MW, Extending Visibility Into 2030s
  May 07, 2026 · EVRG
• First Advantage (FA) Q1 2026: Digital Identity Penetration Hits 25% of New Deals, Driving Broad-Based Upside
  May 07, 2026 · FA
• EDAP (EDAP) Q1 2026: HIFU Revenue Surges 78% as Multi-Specialty Adoption Accelerates
  May 07, 2026 · EDAP
• AmeriCold (COLD) Q1 2026: $1.1B JV Monetization Drives Deleveraging and Strategic Flexibility
  May 07, 2026 · COLD
• GoodRx (GDRX) Q1 2026: PharmaDirect Surges 82% as Prescription Model Shifts to Durable Revenue
  May 07, 2026 · GDRX
• Cognex (CGNX) Q1 2026: Semi Revenue Surges Above 20%, AI-Driven Productivity Reshapes Growth Path
  May 07, 2026 · CGNX