Fundamental analysis of US public companies. Every piece is built on verified, filing-level data.
Market movers ADBE
Adobe shares fell 0.7% on Wednesday, a move the broader market accounts for most of; free cash flow margin has slipped −0.6 percentage pointspp over the year even as revenue growth accelerates and the share count shrinks.
Market movers CLMB
Climb Global Solutions shares rose 26.8% on 29 October 2026 after record third-quarter results, with net sales up 37% and net income up 69% from a year earlier. The advance was the stock's largest one-day gain since 30 October 2015.
Market movers CROX
Crocs shares rose 25.7% on 2026-10-29 after third-quarter revenue grew 4.6% and operating margin expanded to 28.0%, with guidance raised for the third time this year on HEYDUDE's return to growth.
Market movers ADT
ADT shares jumped 33.9% on 29 October 2026 after the home-security company agreed to be acquired by Thrive Holdings for $10.00 a share in cash, a deal confirmed in an 8-K filing the same day and valuing ADT at $15.3 billion including debt.
Earnings analysis CALX
Calix, Inc reports on Monday 2 November, after the market closes. Analysts expect full-year EPS of $1.72; these are the numbers and trends the report will test.
Earnings analysis HLMN
Hillman Solutions Corp. reports on Monday 2 November, after the market closes. Analysts expect full-year EPS of $0.58; these are the numbers and trends the report will test.
Earnings analysis KOS
Kosmos Energy Ltd. reports on Monday 2 November, before the market opens. Analysts expect full-year EPS of $0.27; these are the numbers and trends the report will test.
Earnings analysis PAY
Paymentus Holdings, Inc. reports on Monday 2 November, after the market closes. Analysts expect full-year EPS of $0.91; these are the numbers and trends the report will test.
Earnings analysis VVX
V2x, Inc. reports on Monday 2 November, after the market closes. Analysts expect full-year EPS of $6.23; these are the numbers and trends the report will test.
Market movers NCLH
Norwegian Cruise Line's FY2026 Q3 beat on 29 October sent shares up 10.9%. The data here cover FY2026 Q2 and the trailing twelve months through June, when free cash flow margin was −11.7%, down 6.4 percentage points on the year, as capital spending outran sales.
Earnings analysis AWK
American Water narrowed its 2026 adjusted earnings guidance toward the top of its range on 28 October, even as the quarter's free cash flow shortfall widened and revenue growth slowed to its weakest pace in two years.
Earnings analysis KO
Coca-Cola's third-quarter operating margin reached 33.4%, up from 32.0% a year earlier, and adjusted earnings per share beat the analysts' average estimate by 3.3%. The shares still fell 1.0% in the session after the results, a reaction at odds with the numbers themselves.
Earnings analysis RYZ
Ryerson Holding's third-quarter revenue topped analysts' average estimate by 10.2%, aided by the Olympic Steel merger and the fastest year-on-year growth in two years, while operating margin rose 2.5 percentage points and free cash flow stayed negative.
Earnings analysis SLB
SLB's adjusted earnings beat the analysts' average by 4.1%, but revenue growth did not translate into higher GAAP profit. Middle East operations recovered and ChampionX helped sales, while cash generation and data centre expansion exposed competing demands on capital.
Earnings analysis SFM
Sprouts’ revenue rose 4.7%, but operating income fell 2.9%. Softer customer traffic increased stock losses, while new stores added costs. Management now plans broader price investment, putting further pressure on near-term margins.
Earnings analysis MAS
Masco's third-quarter adjusted earnings per share beat the analysts' average estimate by 16.1% and management raised full-year 2026 guidance to $4.65-$4.75, even as quarterly free cash flow fell to $332 million from $415 million a year earlier.
Earnings analysis CB
Chubb's quarterly revenue rose just 0.3% year over year, the slowest pace in two years, as catastrophe losses more than doubled to $705 million. Adjusted earnings per share of $7.66 beat the analysts' average estimate by 12.7%, the fourth straight quarterly beat.
Market movers FFIV
F5 guided fiscal 2027 revenue growth of up to 9% after a fourth-quarter print that sent shares lower. Its own trailing data show growth already slowing and a free cash flow margin at a 39th-percentile reading, down 2.3 percentage points year on year.
Earnings analysis FDX
FedEx lifted its calendar-2026 revenue and adjusted profit outlook after September-quarter revenue rose 11.9% to $22.9 billion, while a mark-to-market loss on its retained FedEx Freight stake pulled GAAP net income down 68.5% to $0.3 billion.
Market movers MGM
MGM Resorts' trailing net income rose 896.1% over the past year, but free cash flow grew just 2.2% and operating cash flow fell 9.1%, a gap the earnings-season coverage has largely skipped over.
Market movers ETSY
Etsy's revenue and operating margin improved through fiscal Q3. Free cash flow fell 12.0% while net income surged, leaving earnings growth ahead of cash generation.
Market movers CAKE
Cheesecake Factory reported record third-quarter revenue. Earlier SEC figures show stronger cash generation, helped by lower capital spending, while operating margin slipped.
Market movers GEHC
Reports centre on stronger earnings and raised guidance. GE HealthCare’s trailing figures through FY2026 Q3 show a different distinction: cash generation improved sharply while net income declined.
Earnings analysis GRMN
Garmin's third-quarter operating margin reached 30.8% as management raised full-year revenue guidance to around $8.15 billion. Free cash flow grew far more slowly than net income over the trailing year, a gap now a year old.
