Earnings Intelligence

Insight-rich articles built from earnings calls.
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High-Value Insights

Articles with exceptional investment signal

18
KMTS
Medical Instruments & Supplies

Kestra (KMTS) Q3 2026: Gross Margin Expands 900bps as Territory Buildout Drives 63% Growth

Kestra demonstrates a long reinvestment runway with high returns, significant recent growth (63% revenue, 900bps margin expansion), improving unit economics, and a...

March 18, 2026
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20
ESLT
Aerospace & Defense

Elbit Systems (ESLT) Q4 2025: Backlog Soars $5.5B as Europe Drives 27% of Sales

Elbit exhibits all the hallmarks of a high-signal, high-upside business: a long reinvestment runway, record backlog growth, clear operational leverage, improving unit...

March 18, 2026
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20
NRGV
Utilities - Renewable

Energy Vault (NRGV) Q3 2025: Backlog Doubles to $920M as AssetVault Platform Drives Recurring EBITDA Shift

Energy Vault is showing a rare combination of inflection: doubling backlog, a new recurring revenue model, accelerating growth, and strong margin discipline. The business has a...

March 18, 2026
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17
HQY
Health Information Services

HealthEquity (HQY) Q4 2026: Gross Margin Jumps 700bps as AI and Scale Drive Operating Leverage

HealthEquity demonstrates a long reinvestment runway, strong margin and EBITDA expansion, improving unit economics, and a self-reinforcing platform. However, while growth is...

March 18, 2026
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17
ICCM
Medical Devices

IceCure Medical (ICCM) Q4 2025: U.S. Commercial Team to Triple as FDA Clearance Spurs Demand

IceCure Medical demonstrates a long reinvestment runway, clear disruptive potential, and strong unit economics with accelerating commercial traction. While the business is at a...

March 18, 2026
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17
PSQH
Software - Application

PSQH Q4 2025: 81% Revenue Growth Signals FinTech Pivot, Margin Compression Highlights Platform Shift

PSQH demonstrates a long reinvestment runway with high returns potential, significant business evolution (81% revenue growth, 411% GMV growth), improving unit economics, and a...

March 17, 2026
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20
GDS
Information Technology Services

GDS (GDS) Q4 2025: AI-Driven Bookings Triple to 300MW, Unlocking 10%+ Yield on New Projects

GDS demonstrates a long reinvestment runway with high ROIC projects, a dramatic uptick in AI-driven bookings, improving unit economics, and a self-reinforcing business model....

March 17, 2026
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20
SMTC
Semiconductors

Semtech (SMTC) Q4 2026: Data Center Revenue Surges 58% as AI Infrastructure Fuels Multi-Year Growth

Semtech demonstrates a long reinvestment runway, a disruptive and self-reinforcing business model, and exceptional growth in data center and IoT segments. Backlog and guidance...

March 17, 2026
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EARNINGS INTELLIGENCE

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Earnings Calendar

Date Company Article
March 11 TTGT Read
March 11 BTMD Read
March 11 SST -
March 11 EXOD Read
March 11 CURI Read
March 11 FOSL Read
March 11 FENG Read
March 11 PATH Read
March 11 DMRC Read
March 11 SFIX Read

Why Earnings Intelligence Matters

In today's fast-moving markets, the signals that drive tomorrow's price movements are often hidden in today's earnings calls.

01

Quarterly earnings calls provide the earliest indicators of business momentum shifts, often weeks before they appear in technical charts.

02

Management commentary offers invaluable forward guidance that helps you anticipate market movements rather than react to them.

03

Our focused analysis helps you separate meaningful signals from market noise, enabling more confident investment decisions.

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