Latest Earnings Analysis

• Glaukos (GKOS) Q2 2026: Epioxa Drives 90bps Gross Margin Gain as Launch Momentum Builds
  July 30, 2026 · GKOS
• Connection (CNXN) Q2 2026: Net Sales Up 12.4% as Enterprise AI Adoption Drives Record Backlog
  July 30, 2026 · CNXN
• Fortinet (FTNT) Q2 2026: SASE Firewall Surges 34%, Unlocking Multi-Pillar Platform Growth
  July 30, 2026 · FTNT
• ConMed (CNMD) Q2 2026: EPS Guidance Rises $0.18 on Tariff Refund and Operational Upside
  July 30, 2026 · CNMD
• CP (CP) Q2 2026: Intermodal Synergy Run Rate Surges 60%, Unlocking Cross-Border Growth Tailwind
  July 30, 2026 · CP
• FormFactor (FORM) Q2 2026: Gross Margin Surges to 53.3% as Advanced Packaging Demand Accelerates
  July 30, 2026 · FORM
• Starbucks (SBUX) Q3 2026: Operating Margin Expands 430bps as Store Uplifts and Execution Fuel Turnaround
  July 30, 2026 · SBUX
• Extra Space Storage (EXR) Q2 2026: Same-Store NOI Up 3.5% as Expense Control and Diversified Growth Drive Guidance Raise
  July 30, 2026 · EXR
• Teladoc Health (TDOC) Q2 2026: BetterHelp Insurance Revenue Run Rate Surges 47%, Exposes Cash Pay Headwinds
  July 30, 2026 · TDOC
• Mirion Technologies (MIR) Q2 2026: Backlog Climbs 40%, Locking in Nuclear Demand Visibility
  July 30, 2026 · MIR
• META (META) Q2 2026: AI-Driven Ads Push 27% Revenue Growth, CapEx Commitment Signals Multi-Year Compute Bet
  July 30, 2026 · META
• DMC Global (BOOM) Q2 2026: Arcadia EBITDA Margin Climbs to 13.6% as Short-Cycle Recovery Gains Traction
  July 30, 2026 · BOOM
• Benchmark Electronics (BHE) Q2 2026: ACNC Revenue Jumps 71% as AI Wins Drive Sector Outperformance
  July 30, 2026 · BHE
• Alchemy Technology (ALKT) Q2 2026: Bank Clients Now 30% of Launches, Platform Expansion Drives Margin Upside
  July 30, 2026 · ALKT
• Impinj (PI) Q2 2026: Endpoint IC Revenue Jumps 53% as Food and Logistics Demand Accelerate
  July 30, 2026 · PI
• Penske Automotive Group (PAG) Q2 2026: Class 8 Orders Surge 170%, Unlocking Second-Half Truck Upside
  July 30, 2026 · PAG
• Houlihan Lokey (HLI) Q1 2027: Tech Advisory Revenue Falls 54% as Deal Complexity Delays Closings
  July 30, 2026 · HLI
• Integrity (ASIC) Q2 2026: Brokerage Channel Mix Lifts Premiums 23%, Drives Margin Outperformance
  July 30, 2026 · ASIC
• Arm (ARM) Q1 2027: AGI CPU Demand Pipeline Surges Past $2B, Cloud AI Royalties Offset Smartphone Drag
  July 30, 2026 · ARM
• Beta Bionics (BBNX) Q2 2026: 20 New Sales Territories Bolster Mint Launch Readiness
  July 30, 2026 · BBNX
• ENIC Q2 2026: $328M CapEx Doubles Down on Grid Resilience and Battery Storage
  July 30, 2026 · ENIC
• CDE Q2 2020: Rochester Expansion Targets $100M+ Free Cash Flow Step-Change
  July 30, 2026 · CDE
• Chipotle (CMG) Q2 2026: Digital Sales Jump 18% as Loyalty, Menu Innovation Drive Guest Frequency
  July 30, 2026 · CMG
• CH Robinson (CHRW) Q2 2026: Operating Margin Jumps 280bps as Lean AI Drives Productivity Surge
  July 30, 2026 · CHRW
• LAM Research (LRCX) Q4 2026: NAND Revenue Doubles, Driving 20% Sequential Growth Outlook
  July 30, 2026 · LRCX
• Aurora (AUR) Q2 2026: Gen 2 Hardware Cuts Costs by 50%, Accelerates Path to Profitability
  July 30, 2026 · AUR
• AWRE Q2 2026: Platform-Centric Pivot Amid 15% Revenue Drop, Federal Tailwinds Emerging
  July 30, 2026 · AWRE
• Boot Barn (BOOT) Q1 2027: Exclusive Brands Hold at 40% as Store Count Jumps 20%
  July 30, 2026 · BOOT
• Acadia Realty Trust (AKR) Q2 2026: Street Retail Rent Spreads Hit 91% as Scale Accelerates NOI Growth
  July 30, 2026 · AKR
• Coursera (COUR) Q2 2026: Subscription Mix Hits 85%, Accelerating Margin Expansion and AI-Driven Platform Shift
  July 30, 2026 · COUR
• LifeZone Metals (LZM) Q2 2026: $850M Construction Packages Out for Tender as Strategic Equity Close Nears
  July 30, 2026 · LZM
• LendingTree (TREE) Q2 2026: Insurance Revenue Jumps 25% as SMB Lending Trough Signals Recovery
  July 30, 2026 · TREE
• Waystar (WAY) Q2 2026: 40% of Bookings AI-Driven as Platform Consolidation Accelerates
  July 30, 2026 · WAY
• Watsco (WSO) Q2 2026: E-Commerce Penetration Hits 37%, Reinforcing Digital Moat
  July 30, 2026 · WSO
• Align Technology (ALGN) Q2 2026: Clear Aligner Volume Hits Record as International Growth Offsets Systems Weakness
  July 30, 2026 · ALGN
• Carvana (CVNA) Q2 2026: Retail Units Jump 38% as Inventory Expansion Unlocks Regional Growth
  July 30, 2026 · CVNA
• Equinix (EQIX) Q2 2026: CapEx Plan Surges to $7B as AI Demand Drives 23% Bookings Growth
  July 30, 2026 · EQIX
• Rush Street Interactive (RSI) Q2 2026: Latin America Revenue Jumps 195%, Casino-First Model Accelerates Share Gains
  July 30, 2026 · RSI
• Synovus Energy (CVE) Q2 2026: Oil Sands Output Surges 25,000 Barrels/Day, Unlocking New Guidance Ceiling
  July 29, 2026 · CVE
• Bank of California (PEBK) Q2 2026: $2.3B Securities Repositioning Drives 276bps Yield Lift, Unlocking Margin Upside
  July 29, 2026 · PEBK
• Safe Bulkers (SB) Q2 2026: Charter Rates Surge 39%, Fueling Dividend Upside and Fleet Renewal
  July 29, 2026 · SB
• Ardmore Shipping (ASC) Q2 2026: MR Rates Up 20% YoY, Capital Return and Fleet Growth in Focus
  July 29, 2026 · ASC
• WEC (WEC) Q2 2026: Data Center Demand Drives 4.2% Retail Electric Growth, Capital Plan Upside in Focus
  July 29, 2026 · WEC
• Entergy (ETR) Q2 2026: Data Center Pipeline Reaches 12 GW, Fair Share Plus Drives $7B in Customer Benefits
  July 29, 2026 · ETR
• Frontier (ULCC) Q2 2026: RASM Jumps 28% as Loyalty and Premium Initiatives Reshape Revenue Base
  July 29, 2026 · ULCC
• OneSpaWorld (OSW) Q2 2026: AI Rollout Drives 4% Service Revenue Uplift, Guidance Raised
  July 29, 2026 · OSW
• CCEC (CCEC) Q2 2026: Contracted Revenue Backlog Surges to $4.3B, Locking in Multi-Year Cash Flow Visibility
  July 29, 2026 · CCEC
• Unicure (QURE) Q2 2026: $188M Cash Infusion Extends Runway as AMT-130 BLA Nears Submission
  July 29, 2026 · QURE
• Bank of California (BANC) Q2 2026: $2.3B Securities Repositioning Lifts NIM Trajectory, Accelerates Capital Build
  July 29, 2026 · BANC
• First Commonwealth Financial (FCF) Q2 2026: Deposit Outflows Accelerate as CD Competition Drives Funding Shift
  July 29, 2026 · FCF