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@Finsee_main Finsee
Several companies have recently reported strong quarterly earnings, including General Dynamics, Garmin, AMD, and Equinox, driven by robust growth in various segments. Companies like Albemarle and ResMed have demonstrated strength in challenging markets, with Albemarle's cost management and productivity gains driving growth and ResMed's margin strength impressing despite growth deceleration. Notable mentions include IREN's transformational quarter with a landmark Microsoft deal and Natera's record growth and massive guidance raise.
Engagements: XXXXX #
- X Week XXXXXX +1.30%
- X Month XXXXXXX -XX%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXXXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +1.70%
- X Month XXXXX +16%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XX% stocks XXXXX% cryptocurrencies XXXXX% countries XXXX% technology brands XXXX% fashion brands XXXX% premier league XXX% exchanges XXX% currencies XXXX% luxury brands XXXX%
Social topic influence strong 25.56%, business 10.4%, core #2794, flow 5.94%, cash flow #197, momentum #436, acquisition #394, balance sheet #1361, turnaround #23, growth #107
Top accounts mentioned or mentioned by @reservadevalor @christresnicky @mrfeeny7 @tohjah7809 @uranium8881
Top assets mentioned Academy Sports and Outdoors, Inc. (ASO) Medicalchain (MTN) Data Lake (LAKE) MANCHESTER UNITED PLC (MANU) Liberty Media Corporation Series A Liberty Formula One Common Stock (FWONA) Sprinklr, Inc. (CXM) Descartes Systems Group Inc (DSGX) Canadian Imperial Bank of Commerce (CM) Victoria's Secret & Co. (VSCO) Helium IOT (IOT) Core & Main, Inc. (CNM) Ferguson plc (FERG) Braze, Inc. Class A Common Stock (BRZE) HealthEquity, Inc (HQY) AeroVironment, Inc. (AVAV) Planet Labs PBC (PL) VERAsity (VRA) Costco Hot Dog (COST) Costco Wholesale Corporation (COST) M/I Homes, Inc. (MHO)
Top Social Posts
Top posts by engagements in the last XX hours
"$BMI earnings: Badger Meter: Margin Guidance Raise Signals Confidence Overcoming Cautious Outlook Badger Meter reported a strong third quarter beating the cautious sequential guidance from last quarter with solid year-over-year growth. The standout positive was the company raising its long-term normalized gross margin guidance indicating strong confidence in its ability to manage costs and benefit from a favorable product mix. While management noted typical fourth-quarter seasonality the underlying trends and upgraded margin profile strengthen the bull case. What bulls will like: The company"
X Link 2025-10-21T12:44Z 5057 followers, 1054 engagements
"$AVT earnings: Recovery Broadens as Americas Returns to Growth but Margin Pressure Persists This was a solid quarter for Avnet. The company beat revenue and EPS guidance driven by continued strength in Asia and an impressive acceleration at Farnell. The most significant positive development was the return to year-over-year growth in the Americas suggesting the cyclical recovery is broadening. Bulls will point to the top-line beat the Americas inflection strong Farnell results and continued aggressive share repurchases. The guidance for next quarter also suggests sequential growth in both"
X Link 2025-10-29T12:33Z 5057 followers, XXX engagements
"$ALSN earnings: Allison Transmission Q3 2025: Defense Strength and Margin Discipline Mitigate On-Highway Weakness Allison delivered a tough quarter defined by a sharp anticipated downturn in its core North America On-Highway market. However the results demonstrate the value of the companys diversification strategy and its operational discipline. For the Bulls: The Defense segment is a powerful growth engine surging XX% and providing a critical offset to cyclical weakness elsewhere. More impressively management held Adjusted EBITDA margins nearly flat year-over-year despite a XX% revenue"
X Link 2025-10-29T20:35Z 5057 followers, XXX engagements
"$NVT earnings: Data Center Growth Fuels Record Quarter and Higher Outlook This was an exceptionally strong quarter for nVent marking their first billion-dollar sales period. The company significantly beat its prior guidance on both revenue and earnings driven by accelerating momentum in its data center and power utility end markets. The bull case is compelling: organic growth is accelerating sharply the full-year outlook was raised again and record backlog provides strong visibility. The bear case is minor but present focusing on margin contraction year-over-year likely due to acquisition mix"
X Link 2025-10-31T10:48Z 5057 followers, XXX engagements
"$HESM Q3 2025 earnings: A solid quarter overshadowed by the suspension of a key growth project. The company delivered strong operational results beating the high end of its adjusted EBITDA guidance. Shareholder returns also continued as promised with another $XXX million buyback and an increased distribution. However the surprise announcement that the Capa gas plant project is suspended and removed from future plans is a significant negative. This action cuts near-term spending but raises serious questions about the long-term growth outlook for the company under its new sponsor Chevron. 🐂 "
X Link 2025-11-03T13:07Z 5057 followers, XXX engagements
"$KGS Q3 2025 earnings: Solid Ops and Shareholder Returns Overshadowed by One-Off Charges. Kodiak delivered a strong quarter for its core business with record revenue and margins in its Contract Services segment. Fleet utilization continued to climb showing healthy demand. This operational strength translated into a higher forecast for full-year cash flow and a significant X% dividend increase. However the headline number was a net loss caused by one-time charges related to selling their Mexico business and a large sales tax settlement. 🐂 Bulls will celebrate the X% sequential dividend hike"
X Link 2025-11-04T22:28Z 5057 followers, XXX engagements
"$GPRE Q3 2025 earnings: Carbon capture cash flow begins offsetting weaker core margins. A pivotal quarter for Green Plains as they successfully started their carbon capture systems and began monetizing the associated 45Z tax credits. The company used proceeds from a major asset sale to significantly pay down debt de-risking the balance sheet. However the new carbon-related income masked underlying weakness in the core ethanol business. 🐂 Bulls will celebrate the successful startup of the Nebraska carbon capture projects which are now generating real cash flow ($25 million contribution this"
X Link 2025-11-05T12:07Z 5057 followers, XXX engagements
"$SKIL Q3 2026 earnings: Breaking Up to Survive: GK Put Up for Sale as Core Stalls Skillsoft finally capitulated on its turnaround efforts for Global Knowledge (GK) announcing a review of strategic alternatives (likely a sale) for the struggling unit. While necessary this obscures a more worrying trend: the 'stable' core business Talent Development Solutions (TDS) slipped into negative growth (-2% YoY) after three quarters of expansion. Combined with a massive swing to negative free cash flow (-$24M) the quarter raises serious questions about the durability of the remaining business despite"
X Link 2025-12-10T21:49Z 5057 followers, XXX engagements
"$MANU Q1 2026 earnings: Efficiency over Growth: Profits Rise Despite No European Football Manchester United delivered a textbook turnaround quarter under the new INEOS-led structure. Despite a X% revenue declinedriven by the Men's team absence from UEFA competitionsthe club swung from a 7.0M operating loss last year to a 13.0M operating profit. The driver was ruthless cost control: employee benefit expenses (wages) were slashed by XXX% and total opex fell 7.1%. While Net Income turned negative due to non-cash FX swings on USD debt the underlying operational health has dramatically improved."
X Link 2025-12-11T13:52Z 5057 followers, XXX engagements
"$SKIL new info from the call: Guidance and Financial Outlook Updates FY26 Free Cash Flow Cut: Management significantly lowered full-year FY26 Free Cash Flow guidance to a range of $X to $X million down from the previous outlook of $XX to $XX million. Q4 Global Knowledge (GK) Modeling: While official guidance for GK was withdrawn the CFO advised analysts to model Q4 GK revenue as a downtick from Q3 levels ($28.2 million). Specific Cash Flow Headwinds: The negative Q3 cash flow included approximately $X million in delayed cash receipts from the federal government due to the shutdown which are"
X Link 2025-12-11T15:04Z 5057 followers, XXX engagements
"$FWONA earnings: Summary: F1 Fires on All Cylinders Crossing the MotoGP Finish Line Liberty Media reported an exceptionally strong second quarter driven by powerful momentum at Formula One. Revenue and profitability surged aided by an additional race in the quarter underlying growth across all revenue streams and a blockbuster F1 movie release. The successful completion of the MotoGP acquisition in early July marks a significant strategic milestone opening a new avenue for growth. While the planned split-off of Liberty Live is progressing the spotlight remains firmly on the Formula One Groups"
X Link 2025-08-07T12:26Z 5035 followers, XXX engagements
"$SCSC earnings: ScanSource: Strong Q4 Finish and Confident Outlook Signal Growth Re-acceleration ScanSource reported a strong finish to fiscal 2025 beating its full-year guidance on all metrics. The fourth quarter marked a significant inflection point with a return to solid top-line growth after several quarters of declines driven by a rebound in the core Specialty Technology Solutions (STS) segment. The company also introduced a clear set of 3-year strategic goals reinforcing its pivot towards higher-margin recurring revenue streams. For the Bulls: The story is compelling. Sales growth is"
X Link 2025-08-21T12:35Z 5035 followers, XXX engagements
"$ASO earnings: Academy Returns to Positive Comps Lifts Low-End of Guidance Academy delivered a solid quarter highlighted by a return to positive comparable sales for the first time since 2021. The performance was driven by strong eCommerce growth and successful strategic initiatives particularly the Nike and Jordan brand expansions. This positive momentum led management to raise the low end of their full-year guidance for sales and EPS signaling increased confidence. For the Bulls: The +0.2% comp is a significant inflection from last quarters -XXX% decline proving the companys strategy is"
X Link 2025-09-02T12:12Z 5039 followers, XXX engagements
"$MTN earnings: Vail Resorts Growth Stalls as Weak Pass Sales and Soft Guidance Overshadow Cost-Cutting Efforts Vail Resorts reported fiscal fourth-quarter and full-year 2025 results that met the midpoint of recently lowered guidance. However the focus immediately shifts to a challenging outlook. Season-to-date pass sales for the upcoming 2025/26 season are weak with units declining and sales dollar growth well below price increases. Furthermore the initial guidance for fiscal 2026 implies minimal core business growth raising concerns about the companys ability to drive its top line. For the"
X Link 2025-09-29T20:15Z 5041 followers, 1404 engagements
"$NEOG earnings: Turnaround in Motion But Core Business Still Pressured Neogens first quarter under new CEO Mike Nassif was a mixed bag defined by decisive actions but continued underlying weakness. While the headline Net Income looks strong its artificially inflated by a one-time gain from a divestiture. The real story is in the adjusted numbers which show significant Y/Y declines in profitability and ongoing margin compression. For Bulls: The key positive is the reaffirmation of full-year guidance signaling managements confidence in a strong second-half recovery. The new CEO is moving"
X Link 2025-10-09T11:31Z 5035 followers, XXX engagements
"$CNS earnings: Cohen & Steers: Flow Inflection and Margin Expansion Signal a Turnaround Cohen & Steers delivered a strong quarter beating expectations on the bottom line and more importantly reversing last quarters net outflows. The return to positive flows (+233M vs. -$131M in Q2) was driven by continued strength in open-end funds validating managements commentary last quarter about a rebuilding pipeline. Impressively this top-line recovery was paired with excellent cost control leading to significant operating margin expansion. For Bulls: The flow inflection is the key headline supported by"
X Link 2025-10-17T06:55Z 5032 followers, XXX engagements
"$GGG earnings: Graco Navigates Soft Markets with M&A and Pricing but Organic Weakness Persists Graco reported a mixed third quarter where headline results boosted by acquisitions and a significant one-time gain masked continued organic softness across its business. While revenue grew X% and reported EPS jumped XX% organic sales declined X% reflecting ongoing weakness in global construction. Managements ability to hold gross margins flat and reiterate full-year organic growth guidance is a positive. However the bull case relies on acquisitions integrating well and a meaningful organic"
X Link 2025-10-22T21:07Z 5041 followers, XXX engagements
"$GTX earnings: Garrett Motion: Strong Quarter with Raised Outlook and Enhanced Shareholder Returns Garrett Motion reported a strong third quarter beating expectations on the top and bottom lines raising its full-year guidance and significantly increasing shareholder returns. The results showcase solid operational execution with the company successfully navigating industry crosscurrents like unfavorable product mix while capitalizing on growth opportunities and cost controls. The bull case is significantly strengthened by this quarters performance. For the Bulls: Revenue grew X% (6% at"
X Link 2025-10-23T11:21Z 5041 followers, XXX engagements
"$COUR earnings: Coursera Q3 2025: Consumer Strength & AI Push Mask Enterprise Headwinds Coursera delivered another solid quarter beating its own guidance and raising its full-year revenue outlook. The narrative of renewed execution under CEO Greg Hart is gaining traction with the larger Consumer segment (+13% YoY) firing on all cylinders driven by strong learner growth and the success of the Coursera Plus subscription model. The company is leaning heavily into the AI tailwind highlighted by a new high-profile integration directly into ChatGPT. However this strength is offset by clear weakness"
X Link 2025-10-23T20:22Z 5042 followers, 1110 engagements
"$BKR earnings: IETs Record Quarter and a Transformative Deal Overshadow OFSE Weakness Baker Hughes reported a strong third quarter beating its own EBITDA guidance driven by a spectacular performance in its Industrial & Energy Technology (IET) segment. Record IET orders fueled by major LNG awards propelled the backlog to new highs. However the Oilfield Services & Equipment (OFSE) segment continues to struggle with a softening market posting declining year-over-year results and margin compression. The big news was the announced intent to acquire Chart Industries for $XXXX billion a massive"
X Link 2025-10-23T21:30Z 5040 followers, XXX engagements
"$DQ earnings: Daqo New Energy: Inflection Point Reached as Prices and Volumes Rebound Daqo New Energy reported a strong turnaround in its Q3 results swinging from deep losses to adjusted profitability. The quarter was marked by a significant recovery in polysilicon prices a surge in sales volume that cleared out excess inventory and impressive cost control. The results and guidance suggest the industry downturn may have bottomed out largely thanks to Chinese government intervention to curb irrational competition. For the Bulls: The story is straightforward. Prices are up sales volumes more"
X Link 2025-10-27T11:38Z 5033 followers, 1988 engagements
"$CRI earnings Profitability Collapses Under Tariff and Cost Pressures Prompting Major Restructuring This was a very tough quarter for Carters. While the top line is stable and U.S. retail shows signs of life profitability has fallen dramatically. The central issue is the impact of new tariffs which is proving to be much worse than initially communicated. Management is responding decisively with a significant cost-cutting and restructuring plan but this signals deep underlying challenges. For Bulls: The business has stabilized on the sales front with U.S. Retail posting a second consecutive"
X Link 2025-10-27T12:37Z 5034 followers, XXX engagements
"$AOS earnings: North America Strength Cant Fully Offset Chinas Drag Leading to Guidance Cut A. O. Smith reported a solid quarter with strong execution in North America driving a XX% EPS increase. However this strength was overshadowed by a guidance reduction for the full year. For the bulls: North America is performing very well. Sales grew X% and segment margin expanded by XXX basis points proving the company can successfully manage cost inflation with pricing actions. The continued strength in boilers and commercial water heaters is a significant positive. Capital returns remain robust with"
X Link 2025-10-28T11:38Z 5040 followers, XXX engagements
"$ZBRA earnings: Solid Beat and Raise Fueled by Tariff Mitigation and New Buyback Plan Zebra Technologies reported strong Q3 results that surpassed guidance on revenue margins and EPS. The company continues to demonstrate excellent execution particularly in managing U.S. import tariffs which are now a smaller headwind than previously feared. This operational strength combined with a newly announced $XXX million share repurchase program should be well-received. For the Bulls: The quarter was a clean beat-and-raise. The full-year outlook for sales and EPS was increased the negative impact from"
X Link 2025-10-28T12:13Z 5031 followers, XXX engagements
"$WPC earnings: Strong Momentum Continues with Raised Guidance and Active Capital Recycling W. P. Carey delivered another solid quarter characterized by strong execution on its capital recycling strategy. The company raised its full-year guidance for both investments and AFFO for the second consecutive quarter. Bulls will highlight the continued momentum the ability to fund accretive acquisitions with well-priced asset sales and the proactive capital management shown by tapping the ATM program for future flexibility. Bears may point to the slight sequential dip in AFFO per share (which was"
X Link 2025-10-28T20:34Z 5041 followers, XXX engagements
"$MSA earnings: Solid Execution in Growth Areas Offset by Worsening Fire Service Headwinds MSA delivered a solid third quarter with performance in Detection and Fall Protection highlighting the success of their strategic focus. Organic growth accelerated from last quarter and impressive cash flow allowed for debt reduction. This is what bulls will focus on: strong execution in controllable areas. However the bear case is centered on the crucial Fire Service segment. Known issues around a pending standards change have been compounded by new external headwinds: delayed government grants and a"
X Link 2025-10-28T20:51Z 5032 followers, XXX engagements
"$ITT earnings: Solid Quarter Overshadowed by Slowing Orders ITT delivered another strong quarter of execution with robust revenue growth significant EPS beat and another guidance raise. The bull case is supported by excellent performance from acquisitions and very strong free cash flow generation. However the bear case gains a new talking point with a notable slowdown in organic orders particularly in the key Industrial Process segment raising questions about growth momentum heading into 2026. For now the strong execution and massive $X billion backlog keep the story firmly on track but the"
X Link 2025-10-29T10:50Z 5034 followers, XXX engagements
"$AM earnings: Solid Execution Continues: Strong FCF Deleveraging and Shareholder Returns Antero Midstream delivered another strong quarter demonstrating consistent operational execution and disciplined capital allocation. The results show healthy growth in cash flow continued reduction in debt and an increased pace of share buybacks. Positive developments from their primary customer Antero Resources (AR) also improve AMs growth outlook. The bull case is compelling as the company is successfully executing its strategy of generating free cash flow and returning value to shareholders while"
X Link 2025-10-29T21:07Z 5035 followers, XXX engagements
"$INVH earnings: Mixed Quarter with Strong Renewals Offset by New Lease Weakness and Higher Costs Invitation Homes reported a complex third quarter. While they raised full-year guidance slightly this was driven by better-than-expected expense control for the year not by strengthening fundamentals. The core narrative from last quarterpressure on new leases from new supplyhas now fully materialized with new lease rates turning negative. Strong renewal rates remain the key support for the business. The announcement of a share buyback program is a new positive development. The results present a"
X Link 2025-10-29T21:17Z 5035 followers, XXX engagements
"$HWM earnings: Howmet Aerospace Q3 2025: Growth Accelerates Guidance Raised Again This was another exceptional quarter for Howmet. The company significantly accelerated revenue growth expanded margins and generated very strong free cash flow. Management raised the full-year outlook across the board for the second consecutive quarter and provided an encouraging initial revenue forecast for 2026. The bull case is compelling. Broad-based demand in aerospace and industrial markets is driving double-digit growth and margins are expanding despite investments in new capacity. The company is"
X Link 2025-10-30T11:45Z 5041 followers, XXX engagements
"$CNX earnings: Strong Execution and Shareholder Returns Drive Significant FCF/Share Guidance Raise CNX delivered a solid quarter demonstrating strong operational execution and a commitment to shareholder returns. The standout positive was a XX% increase in the full-year free cash flow (FCF) per share guidance driven by successful asset sales and aggressive share repurchases. While the company raised its production forecast a weaker natural gas price outlook led to a slight trim in the Adjusted EBITDAX range. Overall the companys execution on its stated strategy is compelling and the"
X Link 2025-10-30T12:59Z 5041 followers, XXX engagements
"$ITRI earnings: Itron Q3 2025: Profit Juggernaut Continues but Revenue and Bookings Lag Itron delivered another quarter of stellar profitability and cash flow decisively beating EPS estimates and significantly raising its full-year profit outlook. The companys strategic shift to higher-value solutions is paying off handsomely with gross margins reaching a new record of 37.7%. However this impressive margin story is unfolding against a backdrop of declining revenue and worryingly weak quarterly bookings confirming that the customer slowdown discussed last quarter is taking a real bite out of"
X Link 2025-10-30T13:46Z 5030 followers, XXX engagements
"$ATR earnings: Pharma Strength Masks Broader Slowdown and Guides to a Weaker Q4 Aptar delivered a mixed quarter. The results were headlined by a solid beat on adjusted EPS driven by outstanding performance in the Pharma segment particularly Injectables. However this strength conceals underlying weakness across the rest of the business. Both the Beauty and Closures segments saw core sales stagnate or decline and experienced significant margin pressure. The outlook for Q4 points to a sharp deceleration. The bull case rests entirely on the Pharma segments momentum and the EPS beat. Bears will"
X Link 2025-10-30T21:18Z 5041 followers, XXX engagements
"$NINE earnings: Q3 2025 Results: Headwinds Intensify and Spread Beyond the Permian Nine reported a challenging third quarter missing its revenue guidance as market weakness was compounded by new operational issues. The negative trends seen in Q2 have worsened and previously resilient areas are now showing signs of stress. The outlook for Q4 is weak and deteriorating liquidity is a growing concern. The bear case has strengthened significantly this quarter. For the bulls: The company demonstrated operational expertise with a landmark cementing job in the challenging Haynesville basin. Cost"
X Link 2025-10-31T07:20Z 5043 followers, 2512 engagements
"$SXT earnings: Sensient Technologies (SXT) Q3 2025: Color Group Shines Guidance Raised The company reported another strong quarter driven by exceptional performance in the Color Group. This strength offset continued but expected weakness in Agricultural Ingredients. Managements confidence is reflected in the upgraded guidance for profitability reinforcing the positive outlook. The bull case centered on margin expansion and the massive natural colors opportunity is gaining momentum. Bears will point to the revenue softness in Flavors and a slowdown in Asia Pacific but these seem secondary to"
X Link 2025-10-31T11:25Z 5043 followers, XXX engagements
"$MSGS earnings: Weak Start to FY26 as Lower League Payouts Obscure Strong Fan Demand This was a soft quarter to begin the fiscal year. Revenues and profitability fell sharply compared to last year driven by an unexpected drop in league distributions and the known impact of reduced local media rights fees. The Bear Case: The significant revenue miss driven by a new issue with league distributions is a concern. Higher operating costs and a substantial quarterly cash burn add to the worries. The known headwind from the amended local media rights deal is now clearly visible in the results. The"
X Link 2025-10-31T11:52Z 5034 followers, XXX engagements
"$POR earnings: Portland General Electric: Data Center Demand Powers Solid Quarter Execution is Key PGE delivered a strong third quarter beating last years results on the back of continued robust demand from data centers. The company also secured a key regulatory win for its Seaside battery project providing a clear path for cost recovery. While guidance was reaffirmed the focus remains squarely on execution across multiple large-scale resource procurements and ongoing cost management initiatives. The bull case driven by high-tech load growth and regulatory progress appears compelling though"
X Link 2025-10-31T12:08Z 5036 followers, XXX engagements
"$HALO Q3 2025 earnings: Another beat and raise driven by royalty strength overshadowed slightly by a new acquisition and CFO transition. This was another very strong quarter for Halozyme. The core business which earns royalties from drug companies using its technology is growing incredibly fast. This strong performance led them to raise their financial forecast for the full year for the third time. The company also announced it is buying another company Elektrofi to add a new technology for future growth. However they also announced their Chief Financial Officer will be leaving which adds"
X Link 2025-11-03T21:13Z 5031 followers, XXX engagements
"$PFE Q3 2025 earnings: Policy risk resolved but COVID decline and M&A drama create a mixed picture. Pfizer delivered a complex quarter. They successfully navigated a major political overhang by striking a deal with the U.S. government which provides significant clarity for the business. Operationally the non-COVID drug portfolio is growing and cost-cutting is boosting profits leading to a raised earnings per share (EPS) forecast. However the expected sharp decline in COVID product sales is hitting the top line hard. Some key growth drugs are also showing weakness in the important U.S. market."
X Link 2025-11-04T12:07Z 5043 followers, 1330 engagements
"$RYTM Q3 2025 earnings: U.S. commercial execution shines but an international setback and upcoming catalysts take the spotlight. Rhythm delivered a solid quarter driven by strong U.S. sales of its core drug IMCIVREE. This shows good execution in their main market. However international sales were weak due to a one-time pricing adjustment in France which highlights the complexities of expanding in Europe. The company's financial position remains very strong. All eyes are now on the upcoming FDA decision for Hypothalamic Obesity (HO) in December which is the most important near-term event. 🐂 :"
X Link 2025-11-04T12:24Z 5033 followers, XXX engagements
"$SHC Q3 2025 earnings: A strong profit beat and raise overshadowed by signs of a Q4 revenue slowdown. Sotera Health delivered a solid third quarter beating estimates on the top and bottom lines. The core Sterigenics business remains strong and Nordion had an exceptionally good quarter. The company is also managing its finances well paying down debt and cutting spending forecasts. This led to a welcome increase in the profit outlook for the full year. However the Nelson Labs segment continues to struggle with falling revenue. More importantly while the company raised its profit guidance it"
X Link 2025-11-04T12:25Z 5042 followers, XXX engagements
"$ERO operational update: Xavantina initiative unlocks new high-margin gold sales stream from old stockpiles. Ero Copper announced a significant and unexpected win at its Xavantina gold mine. The company has begun selling high-grade gold concentrate that had been stockpiled on-site since 2012. This creates a new very high-margin revenue stream that starts immediately in Q4 2025 and is expected to last 12-18 months. This is a creative way to unlock "hidden" value from a previously non-earning asset. 🐂 Bulls will love this. Management found a way to turn old waste into a cash cow. The margins"
X Link 2025-11-04T21:07Z 5039 followers, XXX engagements
"$OI Q3 2025 earnings: Cost cutting drives a major earnings beat and guidance raise. O-I Glass delivered a strong quarter driven by impressive cost control. Their "Fit to Win" program is working much better than planned leading to significantly higher profits even though sales volumes are a bit soft. Because of this strong execution they substantially increased their profit forecast for the full year. The story is simple: they are becoming a much more efficient and profitable company. 🐂 : The "Fit to Win" cost-saving program is the star of the show delivering $XXX million in benefits so far"
X Link 2025-11-04T22:20Z 5032 followers, XXX engagements
"$CRCT Q3 2025 earnings: Profitability shines but user engagement concerns linger. Cricut reported a second consecutive quarter of revenue growth with profits and margins showing impressive year-over-year improvement. However the core issue of declining user engagement has not been resolved and even slightly worsened. The company is managing its finances very well but the health of its user base remains the key question. 🐂 : Bulls will focus on the outstanding profitability. Operating income more than doubled (+114%) and EPS doubled to $XXXX. Gross margin expanded significantly. The Platform"
X Link 2025-11-04T22:58Z 5041 followers, XXX engagements
"$WTRG Q3 2025 earnings: Merger with American Water Steals the Spotlight from Solid Operating Results. Essential Utilities reported a strong quarter beating last year's earnings per share and making significant progress on its data center strategy. However the operational results were completely overshadowed by the massive announcement of an all-stock merger with American Water Works. This deal if approved will create a dominant U.S. water utility. All focus now shifts to merger execution and regulatory approvals. 🐂 : The merger with American Water is a game-changer creating an industry"
X Link 2025-11-04T23:13Z 5032 followers, XXX engagements
"$SRAD Q3 2025 earnings: Strong beat and raise quarter highlighted by record margins and a uniquely structured highly accretive acquisition. Sportradar delivered another quarter of strong execution with revenue growth of XX% and an impressive XX% growth in Adjusted EBITDA. The company demonstrated significant operating leverage with Adjusted EBITDA margins expanding over XXX basis points to a record 29%. This operational strength combined with the closing of the highly favorable IMG ARENA acquisition led management to raise its full-year 2025 guidance for both revenue and profitability. While"
X Link 2025-11-05T12:29Z 5035 followers, XXX engagements
"$SMG Q4 2025 earnings: Margin Expansion and Deleveraging Delivered Guidance Points to a Steady Grind Higher. The company successfully finished its fiscal year by delivering on its key promises. The main story is the significant improvement in profitability driven by cost-cutting and efficiencies. This led to better-than-expected earnings and strong cash flow which was used to pay down debt. While the core U.S. business shows healthy consumer demand in terms of units sold this isn't translating into strong sales dollar growth yet. The guidance for next year suggests more of the same: slow"
X Link 2025-11-05T13:01Z 5032 followers, XXX engagements
"$VSH Q3 2025 earnings: Revenue beats but momentum indicators weaken as demand picture clouds over. Vishay delivered third-quarter revenue that was better than their own forecast which is a positive sign of execution. However the optimism from last quarter about a strong market recovery has faded significantly. For the first time in a year new orders fell behind shipments (book-to-bill 1) and the backlog of future orders shrank. Most importantly management's forecast for the next quarter is for flat revenue a sharp reversal from their previous expectation that the fourth quarter would be"
X Link 2025-11-05T13:01Z 5033 followers, XXX engagements
"$ALIT Q3 2025 earnings: Another guidance cut and a massive writedown overshadow operational cost control. The company is showing excellent discipline on costs and margins leading to better-than-expected adjusted profits this quarter. However this is being completely overshadowed by serious issues. Revenue is shrinking and for the second quarter in a row management has cut its full-year forecast. They also wrote down another $XXX billion in goodwill a sign that past acquisitions are not worth what they paid. The core problem of failing to close new deals which was highlighted last quarter"
X Link 2025-11-05T13:02Z 5033 followers, XXX engagements
"$LLYVA $FWONA Q3 2025 earnings: F1's core strength shines through year-to-date masking quarterly race calendar noise while the heavy lifting on MotoGP begins. Liberty Medias third quarter shows the complexity of its expanding sports empire. Formula 1's underlying growth remains robust when viewed year-to-date but the quarterly results were skewed by having one fewer race than last year. The major news is the successful acquisition and integration of MotoGP although its initial pro forma results reveal profitability pressures that management is now tasked with addressing. The planned split-off"
X Link 2025-11-05T13:35Z 5034 followers, XXX engagements
"$ADMA Q3 2025 earnings: Guidance Raised as Key Operational Milestones Are Achieved but Near-Term Headwinds Temper Results. ADMA delivered a complex quarter. The company achieved critical long-term goals like getting FDA approval for its first high-yield product batches which should significantly boost future profitability. They also raised future revenue and profit forecasts. However current results were mixed with slower revenue growth and a one-time sale of raw material at a loss that clouded the picture. The long-term story has improved but the short-term numbers require more explanation."
X Link 2025-11-05T22:09Z 5034 followers, XXX engagements
"$APA Q3 2025 earnings: Execution momentum continues with strong production and accelerated cost savings. APA delivered a very strong quarter building on the progress from last period. The company produced more oil and gas than expected in all of its regions while spending less capital. A major highlight is the acceleration of its cost-cutting plan. APA now expects to hit its long-term savings goal two full years ahead of schedule and has already set a new higher target for 2026. The company also continued to strengthen its financial position by paying down a significant amount of debt. 🐂 :"
X Link 2025-11-05T22:26Z 5040 followers, XXX engagements
"$AMSC Q2 2025 earnings: A Strong Follow-Up Quarter But The Growth Rocket Cools. The company delivered a solid quarter meeting its own expectations after a blockbuster Q1. Revenue and profit guidance were comfortably beaten and the company posted its fifth straight quarter of profitability. Gross margins remained healthy and above the key XX% level. However the incredible XX% growth from last quarter has moderated significantly confirming that Q1 benefited from a large customer order being pulled forward. The business appears to be stabilizing at a new higher plateau of performance which is"
X Link 2025-11-05T23:30Z 5041 followers, 1859 engagements
"$EQX Q3 2025 earnings: Record Quarter Shows Transformation Taking Hold. Equinox delivered a stellar third quarter posting record production and revenue. The results were driven by a full quarter's contribution from the newly acquired Calibre assets and more importantly significant operational progress at the cornerstone Greenstone mine. The commissioning of the second cornerstone asset Valentine is also running ahead of schedule. Costs are trending down and cash flow is surging confirming the company's transformation and putting it on a clear path to strengthening its balance sheet. 🐂 : The"
X Link 2025-11-05T23:40Z 5046 followers, 1523 engagements
"$PLNT Q3 2025 earnings: Guidance Raised and Buybacks Signal Confidence Amid Steady Growth Planet Fitness reported a solid third quarter beating internal expectations and raising its full-year outlook for revenue same-club sales and profit. The company demonstrated strong financial discipline by repurchasing approximately $XXX million of its shares. A new agreement to centralize marketing funds starting in 2026 points to a refined long-term growth strategy. While sales growth slowed from the prior quarter it remains healthy and the significant boost to profit guidance is a major positive. 🐂 "
X Link 2025-11-06T12:06Z 5034 followers, XXX engagements
"$WMS Q1 2026 earnings: Resilient margins shine through a cautious market outlook. The company delivered strong profitability in a challenging environment. Growth from higher-margin segments like Infiltrator offset weakness in others proving the value of their diversification strategy. Management successfully managed costs to produce one of their best-ever margin quarters. However they did not raise their full-year forecast citing a "tepid" and uncertain demand outlook for the second half of the year. 🐂 : Margin execution was excellent. The company delivered a XXXX% adjusted EBITDA margin"
X Link 2025-11-06T12:06Z 5039 followers, XXX engagements
"$PBH Q2 2026 earnings: Revenue Beat on Timing But Core Issues Persist A better-than-expected quarter driven by favorable timing of shipments and orders. The core problem the Clear Eyes supply disruption remains the central focus. Management reaffirmed its full-year revenue forecast but raised the low end of its earnings guidance helped by aggressive share buybacks. 🐂 Bulls will focus on the company beating its own cautious Q2 revenue guidance. Free cash flow remains robust up XX% year-to-date funding a significant increase in share repurchases ($75M in the quarter). This capital return"
X Link 2025-11-06T12:39Z 5043 followers, XXX engagements
"$TGLS Q3 2025 earnings: Resilient Growth Meets Margin Headwinds Tecnoglass delivered another quarter of record revenue showcasing continued market share gains and operational strength. However profitability was squeezed by rising costs an unfavorable business mix and currency fluctuations leading to a reduction in full-year guidance. The standout positive was another record-high project backlog which provides strong future revenue visibility. A newly expanded share buyback program also signals management's confidence. 🐂 : The company continues to win business at an impressive rate. Revenue"
X Link 2025-11-06T12:42Z 5035 followers, XXX engagements
"$XRAY Q3 2025 earnings: - Dentsply Sirona reported a very challenging quarter missing internal expectations with a significant decline in sales and earnings. The company cut its full-year guidance and announced the abrupt departure of its new CFO. In response the CEO has launched a "Return-to-Growth" plan and hired new executives to lead the commercial and transformation efforts. The core issue is a severe and accelerating sales collapse in the United States. 🐂 : The new CEO is taking decisive action by launching a formal turnaround plan and shaking up the leadership team. This signals"
X Link 2025-11-06T13:48Z 5045 followers, XXX engagements
"$SGA Q3 2025 earnings: One-Time Expense Masks Underlying Stability as Asset Sales Bolster Cash Saga's third-quarter results were heavily impacted by a large one-time music licensing fee that pushed the company to a net loss. Revenue saw a small decline an improvement from the prior quarter's rate of decrease. The underlying business appears more stable than the headline numbers suggest. A key positive development was the successful sale of tower assets which significantly increased the company's cash reserves. This provides substantial flexibility for future shareholder returns. 🐂 The"
X Link 2025-11-06T15:48Z 5043 followers, XXX engagements
"$CARG Q3 2025 earnings: Core Marketplace Accelerates as Wholesale Shutdown Nears Completion The company delivered strong Q3 results beating the midpoint of its guidance for the core Marketplace business. Growth was driven by solid execution in both the U.S. and international segments with continued dealer additions and rising spend per dealer. The wind-down of the CarOffer wholesale business is progressing as planned removing a major source of volatility and financial drag. Management demonstrated significant confidence by accelerating its share repurchase program. 🐂 points to a focused"
X Link 2025-11-06T21:52Z 5031 followers, XXX engagements
"$PLMR Q3 2025 earnings: Another strong beat and raise driven by exceptional growth in new lines. Palomar delivered a very impressive quarter with revenue and earnings well ahead of expectations. Growth has accelerated significantly powered by the company's newer Crop and Casualty businesses. Profitability also improved and management raised its full-year earnings guidance for the third time this year signaling strong confidence. 🐂 Bulls will point to the massive XX% growth in adjusted net income and the XX% jump in gross written premiums a significant acceleration from last quarter. The new"
X Link 2025-11-06T22:15Z 5039 followers, XXX engagements
"$PPL Q3 2025 earnings: Asset impairment overshadows strong operational performance and a key commercial win. Pembina's third-quarter results were messy. GAAP earnings fell sharply due to a large non-cash impairment charge on certain assets within its Pembina Gas Infrastructure (PGI) joint venture. However looking past this accounting charge the underlying business showed resilience. Adjusted EBITDA a better proxy for cash earnings actually increased slightly year-over-year driven by solid performance in the Pipelines and Facilities segments. The biggest news this quarter was a landmark"
X Link 2025-11-06T22:38Z 5034 followers, 1075 engagements
"$MPAA Q2 2026 earnings: Strong cash flow and debt reduction drive progress despite a reported net loss. The company delivered solid top-line growth and exceptional cash generation. This allowed for significant debt reduction and continued share buybacks. However gross margins compressed slightly year-over-year and the company still posted a small net loss partly due to a high tax expense. 🐂 Bulls will focus on the impressive operational execution. The company generated $XXXX million in cash from operations allowing it to reduce net bank debt by a substantial $XXXX million this quarter"
X Link 2025-11-10T14:24Z 5031 followers, XXX engagements
"$GEMI Q3 2025 earnings: First Public Quarter Shows Strong Growth and Diversification Amid IPO-Related Costs This is Gemini's first report as a public company following its September IPO. The quarter showcased very strong operational momentum with net revenue more than doubling year-over-year driven by a surge in trading volumes and impressive growth in the Gemini Credit Card business. However operating expenses also exploded due to a massive mostly non-cash stock-based compensation charge related to the IPO leading to a significant net loss. The company is successfully diversifying its"
X Link 2025-11-10T22:09Z 5035 followers, XXX engagements
"$TIC Q3 2025 earnings: NV5 integration progresses amid steady results; full-year outlook reaffirmed. This was a complex but foundational quarter for TIC Solutions dominated by the integration of its transformational merger with NV5. Reported revenue and earnings grew substantially due to the acquisition. The key positive development was an increase in the cost synergy target signaling early integration success. However underlying organic growth was nearly flat. Management showed confidence by reaffirming its full-year guidance which implies a strong final quarter for the year. 🐂 : The NV5"
X Link 2025-11-12T12:45Z 5034 followers, 1710 engagements
"$ARCO Q3 2025 earnings: Massive Brazil Tax Credit Inflates Bottom Line Amidst Steady Sales Growth A huge one-time tax credit in Brazil makes Arcos Dorados' third-quarter results look spectacular on the surface. While the underlying business saw steady inflation-matching sales growth and continued digital strength the core Brazil market remains soft. 🐂 Bulls will celebrate the $XXXXX million net benefit from the Brazil tax credit which will significantly boost cash flow starting in 2026. They will also point to the continued strength of the digital business which now accounts for XX% of all"
X Link 2025-11-12T14:42Z 5039 followers, XXX engagements
"$RUM Q3 2025 earnings: Pivoting to AI via a Transformational Acquisition as Core Platform Stalls Rumble reported flat quarterly results with declining user numbers but this was completely overshadowed by the announcement of a definitive agreement to acquire AI infrastructure company Northern Data. This deal transforms Rumble's business model strategy and investment case shifting focus from a video platform to a vertically integrated AI and cloud provider heavily backed by its strategic partner Tether. 🐂 The acquisition of Northern Data is a bold game-changing move. It provides immediate"
X Link 2025-11-12T19:01Z 5045 followers, XXX engagements
"$MPTI Q3 2025 earnings: Sequential Margin Improvement Tempered by Softer Backlog M-tron reported solid year-over-year revenue growth and a welcome sequential improvement in gross margins. However the company's record backlog saw its first sequential dip in several quarters raising questions about near-term order momentum. Overall the results show progress in managing costs but the slight cooling in new orders introduces a note of caution. 🐂 Bulls will focus on the strong XXXX% year-over-year growth in backlog which still provides excellent revenue visibility. They will also be encouraged by"
X Link 2025-11-12T22:18Z 5035 followers, XXX engagements
"$AP Q3 2025 earnings: Restructuring Pays Off: U.K. Exit Accelerated Profit Outlook Raised. Ampco-Pittsburgh reported a strong quarter on an adjusted basis driven by impressive growth in its Air & Liquid Processing segment and better pricing in its core metals business. The main development was the accelerated completion of the U.K. facility closure which management now believes will boost annual profits more than initially expected. While the core steel market remains weak the company has executed well on its strategic plan significantly improving its future earnings power. 🐂 : Management"
X Link 2025-11-12T22:21Z 5027 followers, XXX engagements
"$LB Q3 2025 earnings: Steady Growth and Strategic Land Acquisition Bolster Long-Term Thesis LandBridge delivered a solid quarter of sequential growth across all revenue streams marking its sixth consecutive quarter of top and bottom-line expansion. The company bolstered its core asset base by acquiring 37500 acres enhancing its valuable pore space inventory. Tangible progress was also made in diversifying revenue with the final sale of a solar project. Management showed confidence by narrowing its full-year guidance upwards. However the most significant growth catalysts such as the Devon"
X Link 2025-11-12T22:31Z 5030 followers, 1641 engagements
"$PLBY Q3 2025 earnings: Turnaround Gains Traction as Company Posts First Net Profit Since Going Public. The company's shift to an asset-light licensing-focused model is paying off. This quarter marks a significant milestone with Playboy achieving its first net profit since going public. Strong growth in the high-margin licensing business and a remarkable turnaround at Honey Birdette drove the improved results despite a continued drag from legal expenses. The company also strengthened its financial position by extending its debt maturity. 🐂 Bulls will celebrate the achievement of net income"
X Link 2025-11-12T22:35Z 5034 followers, 1154 engagements
"$BILI Q3 2025 earnings: Profitability Surges as Advertising Growth Outweighs Gaming Slowdown. Bilibili reported a mixed quarter highlighted by a massive surge in profitability that far outpaced expectations from the previous quarter. Adjusted net profit grew by an impressive XXX% year-over-year driven by strong cost controls and a significant acceleration in the high-margin advertising business. However this was tempered by a sharp slowdown in overall revenue growth to just X% caused by a surprising year-over-year decline in the mobile games segment which had been a key driver in Q2. 🐂 : The"
X Link 2025-11-13T10:38Z 5040 followers, XXX engagements
"$MOB Q3 2025 earnings: Strong Revenue Growth and Cash Infusion Position Company for US Defense Push Mobilicom reported strong sequential revenue growth driven by Tier-1 U.S. defense customers. A recent capital raise of over $XX million significantly strengthened its balance sheet providing a very long runway to execute its strategy. The company is well-positioned to benefit from new U.S. Department of Defense (DoD) cybersecurity mandates although absolute revenue remains low. 🐂 Bulls will focus on the impressive XX% quarter-over-quarter revenue growth showing clear business acceleration."
X Link 2025-11-13T12:34Z 5041 followers, XXX engagements
"$LAZR Q3 2025 earnings: Navigating a Liquidity Crisis as Strategic Review Continues The company reported top-line growth that met its prior guidance but this operational detail is completely overshadowed by a severe liquidity crisis. Luminar has suspended its financial outlook hired advisors to explore strategic alternatives including a sale and is currently in forbearance with its lenders after missing interest payments. The appointment of a new highly experienced CFO signals an attempt to navigate this financial distress. 🐂 Bulls can point to the XX% sequential revenue growth which shows"
X Link 2025-11-13T21:37Z 5043 followers, XXX engagements
"$EC Q3 2025 earnings: . Ecopetrol reported a challenging quarter marked by a significant year-over-year decline in commodity prices. Revenue and net income fell sharply as a result. However the company demonstrated strong operational resilience. Production remained stable and the refining segment delivered a near-record throughput and substantially higher margins following the completion of major maintenance. A robust efficiency program continued to deliver significant cost savings helping to mitigate the tough macroeconomic environment. 🐂 Bulls will focus on the impressive operational"
X Link 2025-11-13T23:07Z 5043 followers, XXX engagements
"$ARMK Q4 2025 earnings: Q4 Growth Ramp Falls Short of High Expectations But FY26 Guidance Points to Confidence. Aramark's fourth-quarter results were mixed. Headline revenue growth was strong at XX% but roughly half of this came from an extra week in the quarter. The underlying growth of about X% missed the significant acceleration management had signaled last quarter which they attribute to delays in starting large new contracts. Profitability was also weaker than expected due to a large one-time incentive bonus. However the company issued strong guidance for fiscal 2026 suggesting the"
X Link 2025-11-17T11:45Z 5035 followers, XXX engagements
"$FUTU Q3 2025 earnings: Accelerating growth and expanding margins paint a powerful picture. Futu Holdings delivered a stellar quarter with accelerating client acquisition and record trading activity driving exceptional revenue and profit growth. The company is demonstrating significant operating leverage with margins expanding to new highs and is on track to comfortably beat its full-year client growth targets. 🐂 * 🟢 Client acquisition momentum has re-accelerated with 254000 new funded accounts added a XX% increase from the prior quarter. This eases a key concern from Q2. * 🟢 Explosive"
X Link 2025-11-18T11:20Z 5043 followers, XXX engagements
"$QFIN Q3 2025 earnings: 🔴 Missed guidance rising risk and a guidance cliff. 📉 () . While revenue remained stable sequentially the company faced significant headwinds from rising delinquencies and regulatory shifts. This forced a pivot back toward a capital-heavy model increasing balance sheet risk. Most concerning is the forward outlook: Q4 guidance implies a sharp sequential drop in profitability signaling that the current "macro challenges" will persist or worsen into year-end. 🐂 : The company continues to aggressively buy back stock purchasing approximately $XXX million"
X Link 2025-11-18T22:17Z 5041 followers, 1389 engagements
"$VIK Q3 2025 earnings: Viking Holdings delivered a remarkably strong third quarter characterized by double-digit revenue growth and expanding margins. The company celebrated reaching a fleet size of XXX ships while maintaining high occupancy. The most significant development is the rapid strengthening of the balance sheet with net leverage dropping to 1.6xan exceptionally low level for the cruise industry. Forward visibility remains the company's "superpower" with the 2026 season already XX% booked effectively insulating the business from near-term volatility. 🐂 🟢 : The 2025 season is"
X Link 2025-11-19T12:07Z 5035 followers, XXX engagements
"$GFF Q4 2025 earnings: % Griffon Corporation delivered a solid finish to fiscal 2025 characterized by resilient margins in its Home and Building Products (HBP) segment and continued profitability improvements in Consumer and Professional Products (CPP) despite ongoing demand headwinds. The company demonstrated strong operational discipline generating substantial free cash flow that fueled a significant XX% increase in the quarterly dividend. While top-line growth remains elusive due to macro challenges the focus on efficiency and shareholder returns anchors the investment thesis. 🐂 "
X Link 2025-11-19T13:08Z 5041 followers, XXX engagements
"$QFIN new info from the call: Asset Quality and Risk Metrics New Granular Risk Data: Management disclosed that the C-M2 ratio (delinquency after XX days of collection) deteriorated significantly to XXXX% in Q3 from XXXX% in Q2. The Day X delinquency rate rose to XXX% from 5.1%. Recovery Timeline Extended: While management previously expected a quicker turnaround they admitted the risk adjustment cycle is taking longer than expected. Leading risk indicators for new loans have not yet dropped to desired levels and it typically takes 2-3 quarters for strategy tightening to reflect in the overall"
X Link 2025-11-19T20:15Z 5041 followers, XXX engagements
"$KLIC Q4 2025 earnings: : Kulicke & Soffa delivered a solid beat on both top and bottom lines for the fourth quarter marking a decisive shift from the "stabilization" narrative of previous quarters to actual recovery. While full-year figures reflect the cyclical trough the industry has navigated the sequential acceleration in revenue and a robust outlook for the first quarter of fiscal 2026 suggest the worst is likely behind them. Management cites improving end-market dynamics and order activity as key drivers validating the cautious optimism expressed earlier in the year. 🐂 : Revenue"
X Link 2025-11-19T21:36Z 5041 followers, XXX engagements
"$YY $JOYY Q3 2025 earnings: JOYY Inc. delivered a quarter characterized by a successful strategic pivot. While consolidated revenue remains slightly down year-over-year the company achieved sequential growth for the second consecutive quarter. The narrative has shifted from "stabilization" to "acceleration" driven by the Advertising segment (BIGO Ads) which surged nearly 30%. Profitability improved significantly due to operational efficiency and the high-margin nature of the ad business. Management signaled a return to year-over-year growth in Q4 marking a pivotal turnaround point for the"
X Link 2025-11-20T00:14Z 5041 followers, XXX engagements
"$VNET Q3 2025 earnings: Wholesale boom drives another beat and raise (VNET) delivered a robust third quarter characterized by explosive growth in its wholesale segment and improved profitability metrics. The company continues to capitalize on the AI-driven demand for high-performance computing in China leading management to raise full-year guidance for both revenue and Adjusted EBITDA. While the bottom line showed a net loss this was primarily due to non-cash fair value changes rather than operational weakness. 🐂 : Wholesale revenue soared XXXX% year-over-year proving the "Hyperscale"
X Link 2025-11-20T11:27Z 5041 followers, XXX engagements
"$STG Q3 2025 earnings: Profitability peaks but growth engine sputters Sunlands Technology Group delivered a quarter defined by a sharp contrast between current profits and future growth indicators. While the company achieved an impressive surge in Net Income and expanded margins by focusing on high-value courses for seniors the top-line story is rapidly deteriorating. New student enrollments and Gross Billingsthe best predictors of future revenueboth contracted year-over-year. Furthermore the companys "revenue store" (deferred revenue) is depleting leading management to guide for a return to"
X Link 2025-11-20T11:44Z 5040 followers, XXX engagements
"$IESC Q4 2025 earnings: Record results driven by data center demand; Residential headwinds persist. IES Holdings delivered a blowout fourth quarter to close Fiscal 2025 characterized by record revenue and operating income. The company is benefitting significantly from the secular tailwinds in the data center market which fueled massive growth in its Communications and Infrastructure Solutions segments. However this strength masked continued weakness in the Residential segment where high interest rates and affordability issues dragged down results. Notably the company maintained a pristine"
X Link 2025-11-21T14:06Z 5033 followers, XXX engagements
"$A Q4 2025 earnings: Growth Accelerates Outlook Solid Agilent Technologies delivered a strong finish to fiscal year 2025 beating revenue expectations and landing at the top end of its earnings guidance. The company highlighted its sixth consecutive quarter of accelerating core revenue growth signaling that the instrument replacement cycle and market recovery are gaining traction. Management initiated FY26 guidance that projects continued steady growth. 🐂 : Q4 revenue of $XXXX billion exceeded the guidance range ($1.82$1.84B). Core growth accelerated to XXX% up from XXX% in Q3 continuing a"
X Link 2025-11-24T21:18Z 5043 followers, XXX engagements
"$KEYS Q4 2025 earnings: Acceleration in orders and revenue major guidance beat and a new $XXX billion buyback. 🐂 : Revenue growth hit XX% YoY but the real story is the guidance for Q1 2026 which implies an acceleration to XX% growth. : Orders surged XX% YoY to $XXXX billion significantly outpacing revenue (book-to-bill ratio of 1.08) signaling a strong backlog for 2026. : It is not just AI anymore. The industrial and general electronics segment (EISG) grew X% confirming a cyclical recovery is taking hold alongside secular AI tailwinds. : Management authorized a new $XXX billion share"
X Link 2025-11-24T21:23Z 5032 followers, XXX engagements
"$BZUN Q3 2025 earnings: - Baozun Inc. reported mixed third-quarter results. While the company made significant progress in its core operationsnarrowing operating losses and turning a profit in its e-commerce segmentthe final net loss number widened due to investment losses and costs related to selling off subsidiaries. Revenue growth continued but slowed compared to the previous quarter. 🐂 : The core e-commerce business (BEC) swung to an adjusted operating profit of RMB XXXX million a massive improvement from a RMB XXXX million loss a year ago. : The Brand Management unit (gap etc.)"
X Link 2025-11-25T11:25Z 5034 followers, XXX engagements
"$YRD Q3 2025 earnings: : Yiren Digital reported a mixed third quarter where strong headline loan volume growth (+51% YoY) masked underlying deterioration in credit quality and core profitability. While the company is successfully pivoting its insurance business online the bottom line was heavily supported by fair value gains from Ethereum holdings rather than operating efficiency. Management is tightening credit standards in response to industry headwinds resulting in a shrinking active borrower base. 🐂 Insurance Pivot Working: The transition to digital insurance is gaining traction."
X Link 2025-11-25T11:36Z 5034 followers, XXX engagements
"$WDAY Q3 2026 earnings: & Workday delivered a strong beat and raise quarter. While top-line revenue growth has moderated slightly compared to historical highs the company is showing impressive leverage with soaring profit margins. The most notable metric is the acceleration in backlog growth fueled by the strategic acquisition of Paradox and demand for AI agents. Management raised full-year guidance and signaled an acceleration into Q4. 🐂 🟢 : Non-GAAP operating margins hit XXXX% significantly up from XXXX% last year. The company is efficiently balancing growth with profitability. 🟢 :"
X Link 2025-11-25T21:20Z 5043 followers, 1130 engagements
"$YB Q3 2025 earnings: Yuanbao Inc. a Chinese insurance distributor reported a strong third quarter marked by a re-acceleration in top-line growth and significant margin expansion. The company continues to lean heavily into its technology-driven strategy with System Services (tech provided to carriers) now generating more than double the revenue of traditional Insurance Distribution. Profitability remains a standout story with net margins hitting XX% aided by deep integration of AI into operational workflows. 🐂 : Revenue growth jumped to XXXX% YoY a notable acceleration compared to the"
X Link 2025-12-03T11:39Z 5030 followers, XXX engagements
"$CXM new info from the call: RPO Decline Context: Management attributed the X% year-over-year decline in Remaining Performance Obligations (RPO) to large deal pull-forwards in the prior years comparable quarter (Q3 FY25); excluding these outliers RPO would have been flat year-over-year. Large Customer Cohort Health: While the count of customers generating over $X million decreased to XXX the aggregate revenue from this specific cohort grew X% year-over-year and their Net Dollar Expansion (NDE) rate stood at 113%. Billings Guidance: The company estimated total billings for Q4 will be"
X Link 2025-12-03T16:07Z 5035 followers, XXX engagements
"$TLYS Q3 2025 earnings: Tilly's delivered a pivotal quarter reporting its first comparable net sales growth since 2021. While total revenue dipped slightly due to a smaller store footprint the company significantly narrowed its losses through aggressive cost controls and improved product margins. Momentum appears to be accelerating into the holiday season with management guiding for continued comparable sales growth in Q4. 🐂 : Total comparable sales rose XXX% 🟢 driven by a robust XXX% increase in physical store comps. : Gross margin expanded by XXX basis points to XXXX% 🟢 driven by"
X Link 2025-12-03T21:18Z 5040 followers, XXX engagements
"$PATH Q3 2026 earnings: Agentic AI focus yields revenue acceleration and first GAAP operating profit UiPath delivered a strong quarter characterized by accelerating revenue growth and a significant milestone in profitability. The company reported its first-ever third quarter of GAAP operating profitability validating managements recent efforts to tighten operational rigor. While Annualized Renewal Run-rate (ARR) growth remains stable at XX% revenue growth accelerated to XX% year-over-year. The narrative has shifted heavily toward Agentic Automation supported by a flurry of high-profile"
X Link 2025-12-03T21:35Z 5041 followers, 1014 engagements
"$DSGX Q3 2026 earnings: Record revenues and margins amid trade complexity Descartes Systems Group delivered a strong beat in its third quarter driven by the increasing complexity of global trade. The company reported record revenues and adjusted EBITDA with significant margin expansion. Management announced a CFO transition plan and filed for a share buyback program (NCIB) signalling confidence in cash flow generation. The company is capitalizing on tariff volatility and sanction regime changes which drive customers to its Global Logistics Network. 🐂 : Adjusted EBITDA margin expanded"
X Link 2025-12-03T22:23Z 5041 followers, XXX engagements
"$DSGX new info from the call: Financial & Operating Metrics Organic Growth Acceleration: Organic services revenue growth on an FX-neutral basis was estimated at X% for Q3 a significant acceleration from the X% average seen in Q1 and Q2. E-commerce Scale: The e-commerce segment now represents approximately XX% of total business. Cross-Selling: Cross-selling activity now accounts for 65-70% of sales activity a substantial increase from XX% fifteen years ago. MacroPoint Tracking Rates: Compliance rates for the MacroPoint visibility solution have reached XX% (up from XX% previously) compared to"
X Link 2025-12-04T07:50Z 5041 followers, XXX engagements
"$CM Q4 2025 earnings: High-quality beat to close the fiscal year: accelerating revenue double-digit EPS growth and a massive dividend hike. CIBC delivered a record performance to close Fiscal 2025 characterized by broad-based growth across all business units. The bank successfully navigated the CEO transition from Victor Dodig to Harry Culham (effective Nov 1) without missing a beat. Revenue growth accelerated significantly compared to Q3 driven by margin expansion and volume growth. While credit provisions rose the bank signaled confidence in its future cash flows by announcing a"
X Link 2025-12-04T12:33Z 5043 followers, XXX engagements
"$CRMT Q2 2026 earnings: Capital overhaul brings liquidity but heavy charges drive losses. ' - America's Car-Mart navigated a pivotal quarter defined by a complete overhaul of its balance sheet. While top-line revenue remained flat the company incurred a significant net loss driven by higher credit loss provisions and one-time charges associated with extinguishing its restrictive revolving credit facility. The company secured a new $XXX million term loan providing necessary liquidity but operational challenges persist with declining unit volumes and rising net charge-offs. 🐂 : The new"
X Link 2025-12-04T13:25Z 5032 followers, XXX engagements
"$CM new info from the call: Fiscal 2026 Guidance and Outlook Expense Growth: Management intends to manage expense growth to the mid-single digits for fiscal 2026 a significant moderation from the XX% growth seen in Q4. This target applies to both the all-bank level and specifically to the U.S. region. EPS Outlook: Fiscal 2026 EPS growth is expected to be at the high end or higher than the medium-term target range of X% to 10%. ROE Target: The bank expects to achieve its return on equity (ROE) target of above XX% in fiscal 2026. Credit Guidance: The impaired provision for credit losses (PCL)"
X Link 2025-12-04T17:53Z 5042 followers, XXX engagements
"$ZUMZ Q3 2025 earnings: : Zumiez delivered a robust quarter that significantly outperformed expectations driven by a sharp acceleration in North American sales and effective margin management. The company has successfully pivoted from stabilization to growth with double-digit comparable sales in its core market and a strong start to the critical holiday season. 🐂 : North American comparable sales jumped .% a significant acceleration from previous quarters. : Gross margins expanded to .% due to strong full-price selling. : Inventory dropped .% YoY despite a .% sales increase signaling"
X Link 2025-12-04T21:55Z 5034 followers, XXX engagements
"$IDT Q1 2026 earnings: High-margin segments drive record profitability Profitability surges as high-margin Fintech and Retail units overtake legacy decline. IDT Corporation delivered a strong start to Fiscal Year 2026. While top-line revenue growth remains modest at X% the company is successfully executing a mix shift toward higher-margin businesses. The three growth enginesNRS (retail software) Fintech (money transfer) and net2phone (cloud comms)now generate substantial operating leverage. Notably the Fintech segment nearly doubled its operating income year-over-year. Management also noted a"
X Link 2025-12-04T22:05Z 5032 followers, 1222 engagements
"$VSCO new info from the call: Segment & Product Specifics PINK Apparel Penetration: Management disclosed that PINK apparel has grown from the mid-30% range to over XX% of the mix with a long-term target of XX% to 60%. PINK Intimates: Contrary to managements initial expectations that growth would come primarily from apparel and beauty PINK intimates (bras and panties) returned to growth in the quarter. Beauty Opportunity: Currently only XX% of the active customer base shops the Beauty category defining the specific scope of the cross-selling opportunity. Home Category Pivot: Management"
X Link 2025-12-06T08:15Z 5030 followers, XXX engagements
"$IOT new info from the call: Financial Outlook & Modeling FY2027 Consensus: Management explicitly stated they expect the initial FY2027 revenue guidance (in dollars) to be higher than where the current analyst consensus stands citing Q3 outperformance. Net New ARR Seasonality: Q3 typically tracks below Q2 in net new ARR; however this quarter broke that trend with broad-based strength rather than a single anomaly. Large Deal Volatility: The shift toward large enterprise deals ($1M+) introduces higher quarter-to-quarter variability in ARR results due to unpredictable timing even if long-term"
X Link 2025-12-06T16:24Z 5040 followers, XXX engagements
"$CNM Q3 2025 earnings: Margin resilience amid mixed demand & Core & Main posted a mixed third quarter where profitability improvements overshadowed sluggish top-line growth. While net sales grew slightly (+1.2%) this was driven primarily by acquisitions rather than organic demand. The company faced a challenging backdrop in the residential market but successfully offset this through disciplined pricing private label growth and strength in high-value segments like wastewater treatment and geosynthetics. Management reaffirmed their full-year outlook and significantly boosted their share"
X Link 2025-12-09T12:13Z 5041 followers, XXX engagements
"$FERG earnings Quarter Ended Oct XX 2025: - Ferguson delivered a solid quarter characterized by a sharp divergence between its two main end markets. While residential markets struggled with muted demand the company leveraged its scale in non-residential sectorsparticularly large capital projectsto drive XXX% revenue growth. Profitability improved significantly due to disciplined cost management and margin expansion leading management to narrow their full-year margin guidance upward. 🐂 🟢 - : Non-residential revenue (approx. XX% of US sales) surged XX% driven by data centers waterworks"
X Link 2025-12-09T12:29Z 5043 followers, XXX engagements
"$CAL Q3 2025 earnings: Transition pains as acquisition and tariffs weigh on profitability Caleres reported a complex quarter defined by the integration of Stuart Weitzman and significant margin headwinds. While top-line sales grew due to the acquisition and organic strength in the Brand Portfolio profitability was severely impacted by transaction costs and ongoing tariff pressures. Famous Footwear continued to see soft demand though trends improved slightly compared to the prior quarter. Management provided a cautious outlook forecasting a loss for the upcoming fourth quarter. 🐂 : Even"
X Link 2025-12-09T13:11Z 5043 followers, XXX engagements
"$ARQQ Q4 2025 earnings: . Arqit Quantum Inc. reported full-year fiscal 2025 results showing a pivot towards channel partnerships is generating revenue growth albeit from a very small base. While the company successfully raised cash to extend its runway operating losses widened significantly due to foreign exchange headwinds and legal settlement provisions. The company has moved away from its satellite ambitions to focus purely on encryption software. 🐂 : Revenue increased % year-over-year to $XXXX million driven by the commencement of operational contracts. : Cash and cash"
X Link 2025-12-09T14:15Z 5041 followers, XXX engagements
"$CNM new info from the call: Financial Guidance & Modeling Specifics Q4 SG&A Expectations: SG&A expenses are projected to be approximately $XX million lower sequentially in the fourth quarter due to seasonality and the realization of cost actions. Inflation Rate: Operational cost inflation is currently running in the mid-single digits annually higher than the industrys typical low-single-digit range. Primary drivers include facility lease renewals at higher fair market values fleet costs and elevated medical claims. FY 2026 Pricing: Early indications for fiscal 2026 suggest pricing will be at"
X Link 2025-12-09T15:35Z 5041 followers, XXX engagements
"$BRZE Q3 2026 earnings: Growth Accelerates to XXXX% but Gross Margins Take a Hit Braze is defying the broader software slowdown. Revenue growth accelerated for the second consecutive quarter hitting XXXX% YoY ($190.8M) driven by a XX% surge in large customers. Crucially the company has turned the corner on profitability delivering $5.1M in Non-GAAP Operating Income (vs. a $2.2M loss a year ago) and $17.8M in Free Cash Flow. However this growth comes with a cost: Gross Margins compressed to XXXX% as the revenue mix shifts toward lower-margin premium messaging channels like SMS and WhatsApp. 🐂"
X Link 2025-12-09T21:35Z 5048 followers, XXX engagements
"$BRZE new info from the call: Financial Performance & Targets Organic Growth Acceleration: Organic revenue growth was XXXX% year-over-year (excluding the $XXX million contribution from Braze AI Decisioning Studio) marking the second consecutive quarter of organic acceleration. In-Quarter Retention Trends: In-quarter organic Dollar-Based Net Retention (DBNR) increased sequentially to over XXX% continuing a trend of stabilization and slight improvement relative to Q1 and Q2. FY2027 Margin Target: Management explicitly committed to returning to their Investor Day profitability framework in"
X Link 2025-12-10T11:27Z 5041 followers, XXX engagements
"@Christresnicky Thank you for the feedback Article mentions increased share count YoY not QoQ and twice says shares were diluted in December 2024. Growth of key metrics (Revenue Earnings) is compared YoY - dilution explains the YoY difference"
X Link 2025-12-10T16:38Z 5041 followers, XX engagements
"$KEQU Q2 2026 earnings: Acquisition Masks Organic Erosion Kewaunee reported a massive XX% YoY revenue surge to $70.1M but the numbers are deceptive. The growth is entirely driven by the Nu Aire acquisition (closed Nov 2024). The legacy domestic construction business is shrinking evidenced by a XX% drop in Net Income and a XX% decline in Domestic segment earnings despite the top-line boom. While International execution is improving the sequential backlog decline suggests demand normalization is underway. 🐂 : The International segment is finally delivering on its backlog. Revenue grew XX% YoY"
X Link 2025-12-10T21:36Z 5047 followers, XXX engagements
"$ROL earnings: Solid Execution Drives Margin Expansion and Strong Cash Flow Rollins reported a very strong third quarter meeting top-line growth expectations while delivering significant margin improvement and robust earnings growth. The results should be well-received as they directly address the margin concerns from Q2. The core growth drivers remain intact and the company appears firmly on track to meet its full-year targets. The bull case is reinforced this quarter with prior concerns largely fading into the background. For the Bulls: Strong margin expansion (Adjusted Operating Margin"
X Link 2025-10-29T21:13Z 5055 followers, XXX engagements
"$ROK Q4 2025 earnings: Strong operational finish to the year overshadowed by conservative 2026 guidance. Rockwell delivered a surprisingly strong fourth quarter with revenue and earnings far exceeding the trajectory implied by last quarter's guidance. The high-margin Software & Control segment was the standout star driving significant profit growth. However this impressive finish is clouded by several one-time accounting charges and the dissolution of the Sensia joint venture. More importantly the initial guidance for fiscal 2026 suggests a sharp slowdown raising questions about whether Q4's"
X Link 2025-11-06T12:16Z 5055 followers, XXX engagements
"$TITN Q3 2026 earnings: Inventory purge accelerates while Europe booms Titan Machinery continues to battle a cyclical trough in the agricultural sector but the narrative has shifted from survival to disciplined execution. While domestic demand remains weak due to low farmer income the company delivered a surprise beat on gross margins and significantly upgraded its inventory reduction targets. The standout story is Europe where stimulus programs are driving massive growth offsetting deep weakness in Australia and the US. 🐂 🟢 : Management raised the full-year inventory reduction target to"
X Link 2025-11-25T12:45Z 5055 followers, XXX engagements
"$HQY new info from the call: Strategic Initiatives and Product Updates ACA Bronze Plan Strategy: To capture the new market of bronze plan enrollees the company launched a new direct-to-consumer HSA enrollment platform. They are currently offering a $XX match for new accounts to incentivize sign-ups. Retail Enrollee Data: Early data shows the average contribution level for these new retail enrollees is approximately $1550 slightly below the industry average of $1800. Marketplace Expansion: The HealthEquity marketplace now supports a GLP-1 weight loss program. Management noted early adoption"
X Link 2025-12-03T23:39Z 5055 followers, XXX engagements
"$ASO Q3 2025 earnings: Academy Sports + Outdoors delivered a mixed but generally resilient quarter. While comparable sales (comps) remained slightly negative the company significantly improved its profitability profile. Gross margins expanded impressively and earnings per share (EPS) grew double-digits. The narrative has shifted from purely trying to fix traffic to successfully managing margins and exploding eCommerce growth while expanding the physical footprint. 🐂 : Online sales grew .% year-over-year. This is a major acceleration and proves their omnichannel strategy is working. :"
X Link 2025-12-09T14:09Z 5055 followers, XXX engagements
"$BLLN Q3 2025 earnings: Hypergrowth Meets Profitability BillionToOne delivered a breakout quarter proving it can scale rapidly while turning a profit. Revenue surged XXX% YoY to $83.5M driven by a rare combination of volume growth (+52%) and pricing power (ASP +44%). Crucially the company swung from a $12.6M operating loss a year ago to a $9.6M profit validated by a massive gross margin expansion to 70%. With the Oncology segment growing nearly 8x and a fresh $314M IPO capital injection BLLN has successfully pivoted from 'cash-burning growth' to 'profitable scaling.' 🐂 : It is rare to see"
X Link 2025-12-09T21:47Z 5056 followers, XXX engagements
"$METC earnings: Ramaco Resources (METC) Q3 2025 Financial Review Q3 2025: Met Coal Resilience Amid Weak Markets REE Acceleration Fully Funded Ramaco delivered Q3 2025 results reflecting highly disciplined Met Coal operations and a major acceleration of the Brook Mine Rare Earth Element (REE) development. The company achieved record liquidity and a net cash position securing funding for its transition into a dual-platform critical minerals company. While Met Coal revenues suffered from weak global pricing management successfully lowered costs and protected margins by cutting volume. The key"
X Link 2025-10-27T21:04Z 5056 followers, 1080 engagements
"$SHW earnings: Solid Quarter in a Tough Market Core Business Shows Strength Sherwin-Williams delivered a solid third quarter with results coming in at the high end of their sales guidance. The standout performance was in the core Paint Stores Group (PSG) which saw volume growth across all professional segments strongly suggesting market share gains. While the overall demand environment remains challenging (softer for longer) the company is executing well controlling costs and capitalizing on competitor instability. For the Bulls: The strength in the PSG segment is exactly what you want to"
X Link 2025-10-28T11:18Z 5057 followers, XXX engagements
"$RRX earnings: Data Center Boom Drives Record Orders But Tariffs & Supply Issues Force Guidance Cut Regal Rexnord reported a mixed quarter. The bull case is overwhelmingly supported by massive company-altering order momentum in the data center space with $195M in new orders since July X and a pipeline now exceeding $X billion. This provides strong visibility for accelerating growth in 2026. The company also executed well on debt reduction eliminating all variable rate debt. However the bear case is fueled by a significant cut to the full-year adjusted EPS guidance. This was driven by tariff"
X Link 2025-10-29T22:00Z 5057 followers, XXX engagements
"$CCCS earnings: Solid Growth Continues But Margin Profile Warrants Scrutiny CCC delivered a solid third quarter beating its revenue and EBITDA guidance. The core growth drivers remain intact with strong momentum in the Casualty business and early validation of the EvolutionIQ cross-sell strategy. However the quarter was marked by notable year-over-year margin compression raising questions about the cost structure and investment cycle. While full-year guidance was slightly raised the outlook for Q4 implies this margin pressure will continue. For Bulls: Revenue grew a strong XX% YoY beating the"
X Link 2025-10-30T12:53Z 5057 followers, XXX engagements
"$LAUR earnings: Solid Execution and Favorable FX Drive Beat Raise and Bigger Buyback The quarters results were strong beating prior guidance on both the top and bottom lines. This performance was driven by a combination of solid operational execution particularly robust enrollment growth in Peru and significant tailwinds from foreign exchange rates. Managements confidence is clear reflected in the raised full-year guidance and a substantial $XXX million increase to the share repurchase authorization. The bull case is compelling: underlying enrollment growth is healthy the online segment is"
X Link 2025-10-30T13:25Z 5056 followers, XXX engagements
"$APPF earnings: AppFolio: Revenue Accelerates but Margin Outlook Worsens A mixed quarter for AppFolio. Bulls will focus on the accelerating top-line growth and the raised full-year revenue guidance which signal strong market demand and successful product adoption. Bears will point to the significant contraction in operating margins and the material cut to the full-year margin forecast raising serious questions about profitability and cost control. The bear case appears more compelling this quarter as the negative margin surprise is substantial and overshadows the solid revenue performance."
X Link 2025-10-30T20:45Z 5056 followers, XXX engagements
"$DXC Q2 FY26: Strong Execution on Costs and Cash But Revenue Turnaround Remains Elusive This was a quarter of disciplined financial management. The company delivered solid results on profitability and free cash flow beating its guidance and raising the full-year cash flow target. However the core challenge of persistent revenue declines remains with a weak quarterly book-to-bill ratio suggesting the path to growth is still uncertain. The bull case rests on strong cost control and cash generation while the bear case points to the lack of tangible progress in stabilizing the top line. For now"
X Link 2025-10-30T21:52Z 5056 followers, XXX engagements
"$AXSM Q3 2025 earnings: Solid commercial growth continues as key pipeline asset is filed with the FDA. Axsome delivered another quarter of strong execution on both its commercial products and its development pipeline. Total revenue grew a healthy XX% from last quarter driven by continued adoption of Auvelity for depression. Importantly the company successfully submitted its application to the FDA for AXS-05 in Alzheimer's disease agitation a major milestone that could open up a large new market. While spending on marketing and sales is increasing significantly the company's cash position"
X Link 2025-11-03T12:28Z 5057 followers, XXX engagements
"$KRYS Q3 2025 earnings: U.S. Sales Defy Seasonality While Global Launch Kicks Off Krystal Biotech reported strong Q3 results beating their own cautious commentary from last quarter. Instead of the expected seasonal decline U.S. sales grew. The company also successfully launched its main drug VYJUVEK in Germany France and Japan marking a major step in its global expansion. Profitability remains very strong and the company's cash position grew. 🐂 : The company guided for a sequential revenue decline in Q3 but delivered growth instead showing impressive resilience and demand in the U.S. market."
X Link 2025-11-03T12:37Z 5057 followers, XXX engagements
"$JBTM Q3 2025 earnings: A strong beat-and-raise quarter driven by accelerated synergies and operational excellence. JBT Marel delivered a very impressive third quarter significantly outperforming its previous guidance on both revenue and profitability. The beat was driven by a combination of better-than-expected manufacturing efficiency which allowed the company to convert its backlog to sales faster than planned and accelerated cost savings from the Marel integration. This strong performance and clear execution confidence led management to raise its full-year financial outlook across the"
X Link 2025-11-03T21:58Z 5057 followers, XXX engagements
"$AMR Q3 2025 earnings: Exceptional cost control softens blow from weak met coal prices. Alpha delivered another quarter of impressive cost reductions reaching a new multi-year low. This demonstrates excellent operational management. However this was not enough to fully offset the continued weakness in metallurgical coal prices leading to a small net loss and a decline in Adjusted EBITDA. Liquidity remains strong and the company is navigating the market downturn well from an operational standpoint. 🐂 Bulls will focus on the outstanding cost performance. Met segment cost of coal sales fell to"
X Link 2025-11-06T13:29Z 5056 followers, XXX engagements
"$THR Q2 2026 earnings: Strong recovery and guidance raise overshadow flat orders. Thermon delivered a very strong quarter recovering well from Q1 delays. Revenue growth and margin expansion were both impressive leading management to raise full-year guidance for profitability. The company is successfully managing tariff impacts and has secured its first order in the promising new data center market. The only weak spot was a slight decline in organic orders which is a key metric to watch going forward. 🐂 : Bulls will celebrate the excellent execution. Revenue grew XX% and Adjusted EBITDA"
X Link 2025-11-06T14:11Z 5056 followers, XXX engagements
"$BNGO Q3 2025 earnings: Strategic Pivot Yields First Signs of Growth Bionano reported a significant turnaround this quarter with revenue growing for the first time in over a year. The results suggest their new strategy which focuses on getting existing customers to use more products rather than just selling new machines is beginning to work. The company maintained strong profitability on its products and continued to cut operating costs strengthening its financial position. 🐂 Bulls will point to the return of strong top-line growth. Revenue increased XX% compared to last year reversing the"
X Link 2025-11-13T22:47Z 5056 followers, XXX engagements
"$CHA Q3 2025 earnings: Contraction deepens amid intense price wars Chagee Holdings reported a challenging quarter marked by a rare contraction in revenue and GMV signaling that the intensified delivery platform subsidy competition in China is biting harder than anticipated. While the company continues to expand its physical footprint (+26% YoY) and international GMV is booming (+75%) the core domestic business is shrinking. Management responded to the headwinds by declaring a special cash dividend of $XXX million leveraging its massive cash pile to return capital while the growth story hits a"
X Link 2025-11-28T12:06Z 5057 followers, XXX engagements
"$CRDO Q2 2026 earnings: Credo Technology Group delivered a stunning performance shattering its previous guidance and reporting the strongest quarterly results in company history. The company is capitalizing heavily on the AI infrastructure boom with revenue nearly quadrupling year-over-year. Management provided a highly aggressive outlook for the next quarter signaling that demand from hyperscalers for connectivity solutions is accelerating rather than stabilizing. 🐂 : Revenue of $268M smashed the previous guidance range of $230M-$240M. : Non-GAAP Net Margin hit XXXX% ($127.8M on $268M"
X Link 2025-12-01T21:48Z 5057 followers, 1129 engagements
"$BETA Q3 2025 earnings: - BETA Technologies released its first financial report as a public company showcasing rapid top-line growth fueled by defense contracts and early product deliveries. While the headline net loss appears alarming due to significant one-time accounting charges related to preferred stock the underlying business operations are scaling as planned. With a freshly bolstered balance sheet from its IPO and a strategic investment from GE Aerospace BETA is well-capitalized to pursue its certification roadmap. 🐂 : Revenue jumped nearly XXX% year-over-year to $8.9M driven by"
X Link 2025-12-04T11:49Z 5057 followers, XXX engagements
"$KR Q3 2025 earnings: Strong core execution overshadowed by massive e-commerce write-down Kroger delivered a mixed narrative this quarter. The core grocery business is performing well with expanding margins and a beat on adjusted earnings. However the headline is dominated by a massive $. impairment charge related to its automated fulfillment network. This signals a major strategic pivotand admission of failureregarding its previous capital-heavy e-commerce strategy (likely the Ocado partnership). While identical sales growth remains positive it has decelerated from the previous quarter."
X Link 2025-12-04T13:26Z 5056 followers, XXX engagements
"$ASO new info from the call: Consumer Behavior & Demographics Income Shift: The customer base has shifted significantly; households earning over $100000 now represent XX% of sales (up from roughly one-third previously). Traffic from this cohort grew high single digits. Lower Income Trends: Traffic from households earning under $50000 declined mid-single digits which is an improvement compared to steeper declines in the first half of the year. Shopping Cadence: Spending remains episodic. Sales slowed in mid-November due to warm weather but rebounded for a record-breaking Black Friday. However"
X Link 2025-12-10T14:41Z 5057 followers, XXX engagements
"$ASYS Q4 2025 earnings: Shrinking to Profitability: Margins Surge Despite Revenue Decline Amtech delivered a textbook operational turnaround quarter. While top-line revenue contracted XX% YoY to $19.8M due to legacy semiconductor weakness aggressive cost restructuring drove a massive profitability pivot. GAAP Net Income swung to positive $1.1M (from a $0.5M loss a year ago) and Gross Margins expanded significantly to 44.4%. The narrative has shifted from growth to efficiency and AI-exposure with AI-related orders now comprising XX% of the Thermal segment. A new $5M buyback authorization"
X Link 2025-12-10T21:35Z 5057 followers, XXX engagements
"$DLHC Q4 2025 earnings: Transition Pain Peaks: Revenue Sinks Margins Collapse DLH's fiscal 2025 ended on a sour note as the long-anticipated 'small business conversion' headwinds hit maximum velocity. Q4 revenue contracted XX% YoY to $81.2M marking the fourth consecutive sequential decline. More alarmingly the volume loss significantly impacted operating leverage: EBITDA margin compressed to XXX% (down from XXXX% a year ago) and the company swung to a Net Loss of $0.9M. While National Security grew X% it wasn't enough to offset the loss of legacy health contracts. The one silver lining is"
X Link 2025-12-10T22:04Z 5057 followers, XXX engagements
"$AVGO Q4 2025 earnings: AI Revenue to Double: Broadcom is Now an AI Pure-Play Proxy Broadcom delivered a definitive beat-and-raise quarter proving its transformation into an AI infrastructure titan is accelerating. Q4 revenue grew XX% to $18.0B but the real story is the guidance: Q1 FY26 AI semiconductor revenue is projected to hit $XXX billiondoubling year-over-year. While the VMware integration continues to drive massive software margins (Adj. EBITDA 68%) the narrative has fully shifted to custom silicon (XPUs) and Ethernet switching. With a $XXXX quarterly dividend (+10%) and $7.5B in free"
X Link 2025-12-11T21:26Z 5057 followers, 2057 engagements
"$DXLG Q3 2025 earnings: Merger Rescue: FullBeauty Deal Overshadows Another Quarterly Loss DXL effectively ended its standalone turnaround story by announcing a 'merger of equals' with FullBeauty Brands. The timing is critical: DXL reported a Q3 Net Loss of $4.1M and negative Adjusted EBITDA of $2.0M as sales fell 5.2%. While the comp trend is 'less bad' (-7.4% vs -XXX% in Q2) the digital business is collapsing (-13.1%). The merger creates a $1.2B revenue giant in inclusive sizing but DXL shareholders will own only XX% of the entity and the CEO baton passes to FullBeauty's Jim Fogarty. This"
X Link 2025-12-11T22:44Z 5057 followers, XXX engagements
"$WDFC earnings: WD-40: Solid Finish to FY25 with Impressive Margin Recovery but FY26 Guidance Raises Questions WD-40 delivered a solid fourth quarter meeting its full-year guidance and successfully achieving its XX% gross margin target a year ahead of schedule. Bulls will point to this margin execution consistent growth in core maintenance products and managements confidence signaled by accelerated buybacks. However bears will focus on the weakness in the Americas segment during Q4 and an FY26 outlook that suggests very modest profit growth implying either significant margin pressure or"
X Link 2025-10-22T20:30Z 5054 followers, XXX engagements
"$CACI earnings: CACI: Exceptional Start to FY26 with Massive Awards and Cash Flow CACI reported a very strong start to its fiscal year beating on top and bottom lines reaffirming full-year guidance and posting a massive 2.2x book-to-bill ratio. The results demonstrate powerful momentum and successful conversion of its pipeline into tangible awards validating its long-term strategy. Bull Case: The bull thesis is strongly reinforced. The $X billion in contract awards provides excellent revenue visibility. Strong organic growth (5.5%) significant margin expansion (EBITDA margin +120 bps YoY) and"
X Link 2025-10-22T21:13Z 5055 followers, XXX engagements
"$CNCK Q2 2026 earnings: A strong rebound in trading activity drives a return to profitability while strategic moves broaden the company's reach. Coincheck delivered a much-improved quarter reversing last quarter's loss and showing significant sequential growth across all key metrics. The recovery was driven by a strong rebound in crypto market activity which boosted trading volumes. The company also continues to execute on its strategic initiatives with staking revenue doubling and a new acquisition targeting the institutional market. 🐂 Bulls will focus on the impressive sequential"
X Link 2025-11-12T21:05Z 5055 followers, XXX engagements
"$AVAV Q2 2026 earnings: Explosive Top-Line Growth But Cash Flow & Margins Bleed AeroVironment is transforming rapidly. Revenue surged XXX% YoY to $472.5M driven by the massive BlueHalo acquisition and a stunning XX% organic growth in the legacy Autonomous Systems (AxS) segment. However the financials are messy: the company swung to a $17.1M GAAP net loss due to acquisition costs margins compressed significantly due to service-heavy mix and operating cash flow turned deeply negative (-$168M YTD). While demand is at record levels (Book-to-Bill 2.9x) the company is currently burning cash to fuel"
X Link 2025-12-09T21:22Z 5056 followers, 2902 engagements
"$AOUT new info from the call: Current Trading and POS Divergence November Point-of-Sale (POS) data for the Outdoor Lifestyle category grew approximately XX% indicating a significant disconnect between strong end-consumer demand and the forecasted X% decline in Q3 net sales driven by retailer inventory management. Management disclosed they have POS data visibility into approximately XX% of their total revenue reinforcing their confidence in the sell-through metrics despite lower sell-in figures. Inventory and Tariff Mechanics The $XXXX million year-over-year increase in inventory was driven"
X Link 2025-12-10T11:38Z 5055 followers, XXX engagements
"$FERG new info from the call: Current Trading and Near-Term Trends Calendar Q4 Slowdown: Revenue growth for the fourth calendar quarter (October through early December) is tracking at approximately X% a deceleration from the XXX% reported for the quarter ended October XX. Management expects to exit the calendar year at this X% rate. Drivers of Slowdown: The deceleration is attributed to the lag effect of weaker housing permits/starts finally playing through to revenue alongside increased pressure in the HVAC segment. Gross Margin Outlook: Gross margins for the remainder of the calendar year"
X Link 2025-12-10T11:53Z 5055 followers, XXX engagements
"$PL Q3 2026 earnings: Revenue Acceleration vs. Margin Compression Planet Labs delivered its strongest top-line performance in years with revenue growth accelerating to XX% YoY (up from XX% last quarter) and RPO exploding XXX% to $672M. However the quality of this growth is shifting. The surge in 'Satellite Services' (building fleets for partners like JSAT) is dragging margins down significantly. Non-GAAP Gross Margin fell to XX% and is guided to plummet to 50-52% in Q4. While the backlog guarantees future scale the near-term cost is a return to EBITDA losses in Q4 ($5M-$7M loss guided) after"
X Link 2025-12-10T21:20Z 5054 followers, XXX engagements
"$NDSN Q4 2025 earnings: Record Margins Mask Organic Stagnation Nordson delivered a masterclass in efficiency but struggled to find organic growth in Q4. While Adjusted EPS grew X% to $XXXX and EBITDA margin hit a record XX% the top line was flat (+1%). Critically organic sales fell X% dragged down by a sudden reversal in the Advanced Technology Solutions (ATS) segment. The growth baton has passed from Electronics to Medical with the Medical segment posting its first strong organic growth quarter (+7%) of the year. Management's FY26 guidance suggests confidence in a broader cyclical recovery"
X Link 2025-12-10T21:59Z 5056 followers, XXX engagements
"$PL new info from the call: Financial & Operational Metrics Regional Growth: Q3 revenue growth was distributed globally: Asia-Pacific and EMEA both grew approximately XX% year-over-year North America grew XX% and Latin America grew 7%. Customer Count & Mix: End-of-period customer count was XXX (flat sequentially). Management attributed this to an intentional shift toward large accounts while pushing smaller users to the self-serve platform (which is not counted in this metric). Contract Duration: Approximately XX% of the Annual Contract Value (ACV) book consists of annual or multi-year"
X Link 2025-12-11T10:24Z 5054 followers, XXX engagements
"$VRA new info from the call: Project Sunshine Strategy and Product Specifics Management distinguished the current Project Sunshine initiative from the previous Project Restoration clarifying that this is a return to brand DNA rather than a rebranding with a focus on retaining existing customers alongside acquiring new ones rather than prioritizing new demographics at the expense of loyalists. The product mix has been aggressively shifted back to cotton which now accounts for north of XX% of the assortment up from below 40%. The Original XXX Bag relaunch achieved more than twice the"
X Link 2025-12-11T15:36Z 5056 followers, XXX engagements
"$XBP Q3 2025 earnings: - This is the first report from XBP Global following its transformative acquisition of Exela BPA. The results are complex presented on both an "as reported" and "pro forma" basis. The pro forma numbers which better reflect the combined company's performance show a significant revenue decline. However the company has successfully improved margins and profitability indicating strong cost control. The main challenge is reversing the negative top-line trend. 🐂 : Bulls will focus on the clear improvement in profitability. Pro Forma Adjusted EBITDA grew XXX% and its"
X Link 2025-11-14T21:45Z 5057 followers, XXX engagements
"$GOTU Q3 2025 earnings: Gaotu Techedu delivered a quarter defined by strict cost discipline and operational leverage. While top-line revenue growth remains healthy at over XX% the headline story is the massive reduction in losses. Management successfully decoupled revenue growth from expense growth proving that the business model can scale without spiraling costs. However a sharp deceleration in gross billings and a softer Q4 outlook suggest the hyper-growth phase of the last year is cooling down. The company is pivoting from aggressive market share expansion to a focus on unit economics"
X Link 2025-11-26T09:38Z 5057 followers, XXX engagements
"$ABG earnings: Resilient Service & Cost Control Offset Expected Pressure on New Car Margins The Q3 results show a company executing well in a normalizing market. The defensive strength of the Parts & Service business and disciplined cost control are providing a solid foundation which is what bulls will focus on. However the pressures that were flagged last quarter are now clearly visible in the numbers particularly the decline in new vehicle profitability and persistently weak used vehicle volumes which will be the focus for bears. The balance sheet is more leveraged following the Herb"
X Link 2025-10-28T11:48Z 5057 followers, XXX engagements
"$ELAN Q3 2025 earnings: Innovation engine firing on all cylinders driving another significant guidance raise. Elanco delivered a very strong third quarter beating its own guidance across the board. Growth is accelerating driven by the massive success of its new product launches. The company is generating strong cash flow allowing it to pay down debt much faster than planned. This strong performance led management to raise its full-year financial targets for revenue profit and earnings per share for the second consecutive quarter. 🐂 The innovation portfolio is a resounding success with"
X Link 2025-11-05T11:41Z 5057 followers, XXX engagements
"$ADNT Q4 2025 earnings: A solid finish to the year meets guidance but Q4 margin pressure and a lack of future outlook create uncertainty. Adient successfully met its full-year financial targets for revenue and profit which is a positive sign of good execution. Free cash flow was also stronger than expected and the company continued to return cash to shareholders through buybacks. However the final quarter showed some weakness with profit margins shrinking compared to last year across all regions. The European business remains a particular point of concern. The lack of any financial guidance"
X Link 2025-11-05T12:23Z 5057 followers, XXX engagements
"$LULU Q3 2025 earnings: Americas Weakness Claims the CEO; Q4 Guidance Turns Negative Lululemon delivered a chaotic quarter. While headline revenue grew X% to $2.6B the underlying health of the business is fracturing. The Americas segment contracted (comps -5%) margins collapsed (Operating Margin -XXX bps) and guidance for Q4 implies the first revenue decline (-1% to -3%) in years. Consequently CEO Calvin McDonald is stepping down. The sole bright spot remains International (+33%) but it cannot carry the dead weight of the U.S. business and mounting tariff costs. 🐂 : The brand travels well."
X Link 2025-12-11T21:17Z 5057 followers, 1063 engagements
"$COST new info from the call: New Warehouse Productivity Surge: Warehouses opened in FY25 are generating $XXX million in annualized sales per location in their first year a significant increase from the $XXX million annualized average seen for openings just two years ago. Guidance Revision on Expansion: The target for net new warehouse openings in FY26 was revised down to XX (previously targeting 30+) due to specific construction delays in Spain. Management emphasized this is a timing issue and maintained the long-term goal of 30+ annual net openings. SG&A Headwind Specifics: Higher"
X Link 2025-12-11T23:26Z 5057 followers, XXX engagements
"$LAKE earnings and call: Record Revenue and Strong Rebound Clouded by Guidance Cut Lakeland reported a mixed but operationally strong quarter. Bulls will point to record revenue a significant acceleration in organic growth (14%) and a massive sequential rebound in margins and Adj. EBITDA proving Q1s weakness was a temporary issue. The long-awaited $3.1M Jolly boot order was also successfully shipped. Bears will focus squarely on the disappointing cut to the full-year Adj. EBITDA guidance driven by persistent tariff-related weakness in the high-margin Latin America region. While the"
X Link 2025-09-09T21:32Z 5051 followers, 1222 engagements
"$SKIL earnings and call: Guidance Cut on Live Learning Weakness but Profitability Holds Firm Skillsofts quarter was a classic tale of two businesses. The core Talent Development Solutions (TDS) enterprise segment showed continued resilience but this was overshadowed by persistent macroeconomic weakness hitting the discretionary instructor-led Global Knowledge (GK) business and a newly disclosed decline in the consumer-facing part of TDS. Management cut full-year revenue guidance by $17.5M at the midpoint acknowledging the top-line headwinds. However the bull case rests on the companys"
X Link 2025-09-09T21:51Z 5053 followers, XXX engagements
"$MANU earnings: Commercial strength is being overshadowed by deep on-pitch struggles leading to a weak forecast. Manchester United delivered record full-year revenues but this masks a worrying trend. The clubs commercial operations are firing on all cylinders with the new Snapdragon sponsorship and e-commerce platform driving impressive growth. However the core football product is failing. A dismal 15th-place Premier League finish has resulted in no European football for the upcoming season gutting the high-margin Broadcasting revenue stream. For the Bulls: Record Commercial and Matchday"
X Link 2025-09-17T11:23Z 5048 followers, 1559 engagements
"$CALM earnings: Cal-Maine Foods: Record Quarter Driven by Specialty Eggs and Prepared Foods Expansion Cal-Maine delivered its strongest first quarter in history firing on all cylinders. The results showcase a successful strategic pivot with the newly acquired Echo Lake prepared foods business contributing significantly to revenue and validating the companys diversification strategy. This combined with continued strength in higher-margin specialty eggs and a favorable pricing environment for conventional eggs led to a powerful beat across the board. For the Bulls: The story is compelling. The"
X Link 2025-10-01T11:09Z 5050 followers, XXX engagements
"$HELE earnings: Helen of Troy (HELE): A Sobering Reset Under New Leadership A significant beat on heavily reduced Q2 expectations is overshadowed by a massive goodwill impairment a weak full-year outlook and a critical warning about a potential debt covenant breach. While new CEO Scott Uzzell brings a fresh perspective he inherits a business facing severe tariff pressures weakening consumer demand and now significant financial risk. The bull case hinges on a very strong second-half recovery that seems optimistic while the bear case is bolstered by fundamental deterioration and the new"
X Link 2025-10-09T11:38Z 5051 followers, 1024 engagements
"$ACI earnings: Albertsons: Solid Execution and a Massive Buyback Signal Confidence Albertsons delivered a solid quarter meeting its decelerated Q2 sales expectations while raising its full-year guidance for both sales and EPS. The results continue to be a story of strategic trade-offs: impressive growth in lower-margin digital and pharmacy channels is funding investments and driving traffic but continues to pressure gross margins. The standout news is the aggressive capital return via a $750M accelerated share repurchase a clear signal of managements confidence in their strategy and the"
X Link 2025-10-14T11:39Z 5048 followers, XXX engagements
"$ALLY earnings: Ally Financial (ALLY): Margin and Credit Strength Pave the Way for Capital Return Questions Ally delivered a very strong quarter handily beating expectations on the back of impressive Net Interest Margin (NIM) expansion and continued credit quality improvement. The results show that the companys focused strategy is paying off with core franchises demonstrating significant momentum. Bulls will point to the XX bps sequential jump in NIM (ex-OID) to XXXX% the improved full-year guidance for charge-offs and a CET1 ratio that has now crossed the XX% mark. Bears may note the slight"
X Link 2025-10-17T11:34Z 5047 followers, 1333 engagements
"$MHO earnings: Solid Deliveries Cant Mask Margin Pressure and Slowing Orders M/I Homes (MHO) delivered a mixed quarter. While the company achieved record Q3 home deliveries and continued to build its book value at an impressive clip the results were overshadowed by significant profitability pressures and weakening demand. New orders fell and the backlog shrank at an alarming rate signaling potential headwinds for revenue in the coming quarters. The bull case rests entirely on the companys fortress balance sheet and disciplined capital allocation. Bears will point to the deteriorating core"
X Link 2025-10-22T12:13Z 5048 followers, XXX engagements
"$MHO added during the call: Market Conditions & Demand Monthly Order Trends: Management provided crucial detail behind the quarterly -X% order decline. Sales were flat in July up X% in August and then fell sharply by XX% in September. Tough September Comp: The significant drop in September was against a very difficult comparison. September 2024 was the companys second-highest September for sales in its history partly driven by the launch of a sales event last year. Qualitative Assessment: Management grades the current housing market as a C-plus describing it as just okay. Buyer Profile: The"
X Link 2025-10-22T15:44Z 5048 followers, XXX engagements
"$OII earnings: Oceaneering: Solid Q3 Beat Marred by Weak Q4 Outlook and Tepid 2026 Growth Oceaneering delivered a strong Q3 beating its own EBITDA guidance thanks to solid execution particularly in the OPG segment. However the forward-looking picture is less rosy. A weak Q4 forecast implies a full-year 2025 result at the low end of the prior range which is effectively a guidance cut. Furthermore the initial 2026 guidance suggests only modest growth. For bulls the continued strength in ADTech strong free cash flow and consistent buybacks are clear positives. The companys ability to execute and"
X Link 2025-10-22T21:12Z 5053 followers, XXX engagements
"$FTI earnings: Strong Cash Flow Fuels Massive Buyback and Guidance Raise TechnipFMC delivered a strong third quarter highlighted by exceptional free cash flow generation. This financial strength allowed the company to significantly raise its full-year 2025 free cash flow guidance and announce a massive $X billion increase to its share repurchase authorization. While inbound orders were solid they didnt quite keep pace with the prior year but the companys confidence is underscored by its newly initiated robust financial guidance for Subsea in 2026. For the Bulls: The story is all about cash"
X Link 2025-10-23T11:27Z 5051 followers, XXX engagements
"$RCI earnings: Rogers raises its free cash flow outlook showing strong operational control even as the messy MLSE consolidation weighs on quarterly profits. The quarters results were a mixed bag heavily influenced by the new consolidation of Maple Leaf Sports & Entertainment (MLSE). Bulls will point to the significant raise in full-year free cash flow guidance driven by lower capital spending and strong operational discipline. Record-low wireless churn and expanding margins in both core telecom segments prove management is executing well. Bears will highlight the drop in consolidated adjusted"
X Link 2025-10-23T11:42Z 5053 followers, XXX engagements
"$WELL earnings: Welltower Goes All-In with Massive UK Bet and Unprecedented Leadership Lock-up Welltower delivered another strong quarter beating and raising FFO guidance again on the back of robust Seniors Housing Operating (SHO) performance. However the in-quarter results were completely overshadowed by transformative post-quarter announcements. The company is executing a massive portfolio rotation acquiring $XX billion in assets (primarily UK seniors housing) and funding it with $X billion in dispositions (primarily a huge outpatient medical portfolio). Even more striking is a new 10-year"
X Link 2025-10-27T20:36Z 5050 followers, 1026 engagements
"$LEG earnings: Execution Amidst Softness: L&P Slashes Debt and Reaffirms Guidance Midpoint Leggett & Platt reported a mixed but solid third quarter. While persistent demand weakness continues to pressure volumes the company is executing well on its strategic priorities. The successful sale of the Aerospace business allowed for a significant debt reduction strengthening the balance sheet considerably. Restructuring benefits are materializing helping to support margins. Managements decision to narrow the guidance range while reaffirming the midpoint signals confidence in their ability to"
X Link 2025-10-27T22:12Z 5050 followers, XXX engagements
"$XYL earnings: Strong Execution Drives Margin Beat and Substantial Guidance Raise Xylem delivered an impressive third quarter beating its guidance on all key metrics. The results showcase excellent operational execution with record profitability driven by the companys simplification initiatives. This performance gives management the confidence to significantly raise its full-year guidance for both margin and EPS. The bull case is compelling. The magnitude of the beat and raise particularly the XXX bps year-over-year expansion in adjusted EBITDA margin to a record XXXX% demonstrates that the"
X Link 2025-10-28T11:24Z 5049 followers, XXX engagements
"$MMYT earnings: Mixed Quarter: Strong Operations Undermined by Financing Costs MakeMyTrip reported a mixed Q2. Operationally the business showed strong recovery in leisure travel with Hotels & Packages and Bus Ticketing segments delivering excellent growth. However the bottom line was hit by significant new financing costs related to convertible notes issued in June turning an IFRS profit last year into a loss this quarter. While the core business is performing well in key areas the persistent weakness in domestic air and a potential miss on full-year growth targets are notable concerns. For"
X Link 2025-10-28T11:53Z 5048 followers, XXX engagements
"$SFD earnings: Smithfield Foods: Record Quarter Masks Underlying Segment Pressure Smithfield reported a record third quarter and raised its full-year outlook driven by an exceptional performance in its volatile Hog Production segment. However this strength masked significant year-over-year profit declines in the core Packaged Meats and Fresh Pork segments signaling that raw material inflation and cautious consumer spending are taking a toll. For the Bulls: The headline numbers are strong. The company delivered record Q3 operating profit grew sales by over XX% and raised its full-year adjusted"
X Link 2025-10-28T12:34Z 5052 followers, XXX engagements
"$FOR earnings: Forestar (FOR): Strong Pricing Drives Revenue Beat but Profitability and Volume Remain Key Concerns Forestar reported mixed results for its fourth quarter and full fiscal year 2025. The company significantly beat its revenue guidance for the year driven by much higher-than-expected average sales prices per lot. However this was accompanied by a miss on lot delivery guidance and a notable decline in full-year profitability. The outlook for fiscal 2026 suggests stabilization with revenue guided in line with 2025s strong result and a slight recovery in lot volumes. The balance"
X Link 2025-10-28T13:10Z 5053 followers, XXX engagements
"$SITE Q3 2025: Strong Execution Overcomes Soft Markets but Guidance Trimmed SiteOne delivered a strong quarter of operational performance beating the trends implied by their previous commentary. They successfully returned to positive organic growth and pricing driving solid margin expansion and cost leverage. The bull case is that management is executing its strategy very well in a tough environment. The bear case focuses on the trimmed full-year guidance which while explained by a new restructuring charge still lowers the top end of expectations for the year. The underlying business momentum"
X Link 2025-10-29T10:18Z 5046 followers, XXX engagements
"$CLVT earnings: Execution Progress Continues but Segment Weakness and Margin Pressure Emerge Clarivates Q3 results show continued progress on its strategic plan highlighted by accelerating organic ACV growth a leading indicator of future revenue. The company is successfully shifting to a more predictable recurring revenue model and is using its strong cash flow to buy back shares and pay down debt. However this progress is tempered by new challenges including a notable contraction in profit margins and organic revenue declines in two of its three business segments. While revenue guidance was"
X Link 2025-10-29T10:21Z 5050 followers, XXX engagements
"$WSO earnings: Watsco Q3 2025: Strong Execution in a Challenging Market The company is successfully navigating a difficult market demonstrating impressive margin control and cash generation despite declining sales. Bulls will focus on the record gross margin and massive inventory reduction proving the strength of Watscos technology and operational discipline. Bears will point to the continued revenue decline persistent SG&A growth and significant weakness in international markets questioning when top-line growth will resume. For now the bull case on long-term operational strength appears more"
X Link 2025-10-29T12:02Z 5049 followers, XXX engagements
"$OSK earnings: Oshkosh Q3 FY25: Vocational Strength Cant Fully Offset Access Weakness; Guidance Trimmed The company delivered solid Q3 results on the surface with strong performance in the Vocational segment and accelerated share buybacks. However a significant downturn in the Access segment characterized by a sharp revenue decline and collapsing backlog forced a reduction in full-year revenue and a trimming of the EPS guidance. For the Bulls: The Vocational segment continues to be a powerhouse with revenue up nearly XX% and margins expanding significantly. The company is also executing on"
X Link 2025-10-29T12:23Z 5052 followers, XXX engagements
"$LFUS earnings: Littelfuse (LFUS) Q3 FY25: Electronics Strength Masks Margin Pressure Elsewhere A mixed quarter. Littelfuse beat top and bottom-line guidance driven by a significant acceleration in the Electronics segment. However this strength was offset by a sharp reversal in margins within the Transportation and Industrial segments which were standout performers last quarter. The announcement of the Basler Electric acquisition is a strategic positive but core business margin pressure and slowing growth in key segments are now notable concerns. For the Bulls: Revenue of $625M and adjusted"
X Link 2025-10-29T12:30Z 5053 followers, XXX engagements
"$GIL earnings: Gildan (GIL): Strong Margins and Activewear Offset by Underwear Weakness and Lowered Cash Flow Guidance Gildan reported a solid quarter beating expectations on profitability and raising its full-year adjusted operating margin guidance. The core Activewear segment continues to show strength driven by market share gains and new products. However the picture is clouded by persistent deep weakness in the Hosiery & Underwear segment which failed to show the guided improvement and a significant cut to the full-year free cash flow forecast. Bulls will highlight: Record Q3 Adjusted EPS"
X Link 2025-10-29T13:12Z 5052 followers, XXX engagements
"$WAY earnings: Waystar Q3 FY25: Solid Execution and Raised Guidance Despite Expected Slowdown The company delivered a solid quarter successfully navigating the seasonal slowdown they had previously forecast. While revenue growth decelerated as expected strong margins and another raise to the full-year outlook demonstrate confident execution. The bull case is reinforced by impressive profitability and progress on deleveraging. Bears will point to the slowing growth in both revenue and new large clients but these were largely anticipated and do not appear to derail the core story. Themes"
X Link 2025-10-29T20:38Z 5052 followers, XXX engagements
"$WEX earnings: Solid Quarter with Corporate Payments Inflection Point Materializing WEX delivered a strong quarter beating the high end of its guidance for both revenue and EPS. The company also raised its full-year outlook. The key positive was the successful turnaround in the Corporate Payments segment which returned to growth as management had projected. This confirms the H2 2025 inflection story is playing out. For bulls the beat-and-raise quarter the execution in Corporate Payments and the continued deleveraging are clear positives. The bull case is strengthening as management delivers"
X Link 2025-10-29T21:57Z 5052 followers, XXX engagements
"$UFPI earnings: Q3 Results: End-Market Weakness Persists Overshadowing Internal Progress UFP Industries reported another challenging quarter with results showing persistent demand weakness and margin pressure across all segments. While the company continues to execute on its cost-saving initiatives and strategic growth in areas like Deckorators the difficult macroeconomic backdrop is the dominant story. The bear case of a cyclical downturn is playing out with few signs of a near-term recovery. Bulls can point to a strong balance sheet and continued capital return but the core business trends"
X Link 2025-10-29T21:58Z 5052 followers, XXX engagements
"$PPC earnings: Pilgrims Pride: Strategic Progress Muted by Margin Pressure Pilgrims Pride delivered a mixed Q3 with strong top-line growth and impressive performance in its value-added segments overshadowed by a year-over-year decline in profitability and margins. The bull case is centered on the successful execution of the companys long-term strategy to shift towards branded higher-margin products evidenced by a stellar XX% sales growth in U.S. Prepared Foods. However the bear case focuses on the immediate results where margins compressed and key profit metrics fell attributed to volatility"
X Link 2025-10-29T22:02Z 5053 followers, XXX engagements
"$HLN earnings: Haleon: Solid Q3 Keeps Guidance on Track But North America Remains a Drag A solid Q3 performance driven by continued strength outside the US and standout results in Oral Health has allowed Haleon to reiterate its full-year guidance. However the North American business remains the key concern posting anemic growth with negative volumes indicating that the retailer inventory and consumer pressures highlighted last quarter are far from over. Bull Case: Organic growth of +3.4% was well-balanced between price (+1.8%) and volume/mix (+1.6%) a welcome return to volume growth after a"
X Link 2025-10-30T08:50Z 5053 followers, XXX engagements
"$BLDR earnings: Builders FirstSource: Strong Execution and Raised Guidance in a Weak Market The company delivered solid Q3 results beating its own profitability guidance despite a challenging housing market. This strong execution particularly on cost control allowed them to raise their full-year Adjusted EBITDA forecast. This reinforces the bull case that the business is more resilient than in past downturns. However bears will point to significant organic sales declines shrinking margins and elevated leverage that has kept share buybacks on hold. For now the bull case appears more compelling"
X Link 2025-10-30T12:20Z 5053 followers, XXX engagements
"$WCC earnings: Strong Sales Acceleration Overshadowed by Cash Flow Concerns Wesco reported a fantastic quarter on the top line with sales growth accelerating well beyond expectations driven by continued AI-data center strength and a welcome return to growth in the utility segment. This momentum led to a raise in the full-year outlook for sales and EPS. However this impressive growth did not translate into cash. A significant negative free cash flow figure and a substantial cut to the full-year cash flow forecast will likely be the main focus for investors. The bull case is that demand is"
X Link 2025-10-30T12:26Z 5053 followers, XXX engagements
"$WLK earnings: Westlake Q3 2025: Massive PEM Impairment Overshadows HIPs Softening Resilience This was a very tough quarter for Westlake dominated by a significant goodwill impairment that confirms deep-seated issues in the materials (PEM) segment. While the housing (HIP) segment remains profitable it is also showing signs of slowing down. The bear case is compelling as macro headwinds are now clearly visible across both segments and self-help measures may not be enough to offset them in the near term. For the bears: The $XXX million impairment in the North American Chlorovinyls business is a"
X Link 2025-10-30T12:31Z 5049 followers, XXX engagements
"$ALGM earnings: Allegro (ALGM) Q2 FY26 Results: Recovery Accelerates Margin Expansion Impresses The cyclical recovery thesis is playing out faster and more profitably than anticipated. Allegro delivered a strong beat on all key metrics for Q2 and provided robust guidance for Q3. The most impressive element is the rapid gross margin expansion which reached nearly XX% in Q2 and is guided to exceed that level in Q3 achieving a milestone that seemed merely plausible for the full year just a few months ago. Bull Case: The recovery is confirmed and accelerating with XX% YoY growth guided for next"
X Link 2025-10-30T12:54Z 5051 followers, XXX engagements
"$KBR Q3 FY25: Profitability and Bookings Impress Despite Revenue Headwinds KBR delivered a resilient quarter showcasing strong bottom-line execution and robust demand even as top-line growth stalled. The bull case is supported by double-digit Adjusted EBITDA growth significant margin expansion and a very strong 1.4x book-to-bill ratio. However the bear case is fueled by a second consecutive cut to the full-year revenue forecast driven by persistent government contract delays now worsened by a potential shutdown. Overall the bull case is more compelling; management is successfully navigating"
X Link 2025-10-30T12:55Z 5052 followers, XXX engagements
"$TEX earnings: Transformative Merger and Aerials Exit Redefine the Companys Future Terex has announced a landmark strategic shift by merging with REV Group and planning to exit its cyclical Aerials business. This move fundamentally reshapes the company focusing it on more resilient less cyclical end markets. While this news overshadows the quarterly results the company delivered a solid quarter impressively maintaining its full-year EPS guidance despite a significant increase in tariff-related headwinds. For the Bulls: The strategic pivot is a clear long-term positive creating a more stable"
X Link 2025-10-30T13:38Z 5053 followers, XXX engagements
"$GEL earnings: Inflection Point Reached But Near-Term Guidance Trimmed. The third quarter was pivotal for Genesis. The company successfully brought its major offshore growth projects online driving strong results in that segment and finally reaching the long-awaited free cash flow inflection point. This is the most important long-term development. However this was partially offset by notable weakness in the Marine segment and another small reduction in full-year guidance. For Bulls: The investment thesis is playing out. The massive multi-year offshore projects are online and ramping as"
X Link 2025-10-30T14:44Z 5052 followers, XXX engagements
"$WY earnings: Weyerhaeuser Q3 2025: Wood Products Collapse Overshadows Portfolio Progress The quarter was defined by two opposing stories. The Wood Products business saw a dramatic collapse in profitability due to falling prices significantly missing the mark. However the company is executing well on its strategic portfolio management and the Real Estate segment outperformed leading to raised full-year guidance for that unit. For the near term the negative story in the core wood business is more powerful. For Bulls: The Real Estate & ENR segment was a bright spot beating Q3 guidance and"
X Link 2025-10-30T20:41Z 5052 followers, XXX engagements
"$ARW earnings: Arrow Electronics (ARW) Q3 2025 Results: Recovery Confirmed but New Concerns Emerge Around ECS and Leadership Summary Recovery story intact but complicated by an unexpected ECS charge and CEO departure. Arrow delivered a solid quarter beating its EPS guidance and confirming that the cyclical recovery in the components market is underway. However the bull case is now tempered by two significant new developments: a surprise charge in the high-growth Enterprise Computing Solutions (ECS) segment that hit its profitability and the abrupt unexplained departure of CEO Sean Kerins."
X Link 2025-10-30T20:53Z 5053 followers, XXX engagements
"$BFAM earnings: Strong Beat and Raise Driven by Stellar Back-Up Care Performance Bright Horizons delivered a strong third quarter significantly beating prior guidance on both revenue and earnings. The story of the quarter is the remarkable acceleration in the high-margin Back-Up Care segment which is driving overall profitability and led to another increase in the full-year outlook. While the core Full-Service segment continues its steady but slow recovery the outperformance in Back-Up care provides a powerful growth engine. The bull case is compelling as margin expansion is clearly"
X Link 2025-10-30T20:57Z 5053 followers, XXX engagements
"$MTZ earnings: Broad Growth Continues but Pipeline Margin Pressure is a Key Concern This was a strong quarter on the top line with MasTec beating its Q3 guidance for revenue EBITDA and EPS. Growth was impressive and broad-based across all segments. The outlook for a major 2026 growth cycle especially in the high-margin Pipeline segment was significantly reinforced by a massive XXX% YoY increase in its backlog. However the bull case is tempered by significant near-term execution challenges. Margin compression in the Pipeline segment was severe and the company continues to burn cash to fund"
X Link 2025-10-30T21:16Z 5052 followers, XXX engagements
"$AJG earnings: Gallagher Reports Solid Quarter Overshadowed by AssuredPartners Integration Noise Arthur J. Gallagher (AJG) delivered a solid third quarter highlighted by strong top-line growth driven by the landmark acquisition of AssuredPartners (AP) which closed in August. However the initial financial contribution from AP came in significantly below recent estimates raising questions about the near-term integration. The underlying core business remains healthy with steady performance in Risk Management though Brokerage organic growth showed some deceleration. For the Bulls: The"
X Link 2025-10-30T21:29Z 5048 followers, 1090 engagements