🇺🇸United States·March 18, 2026·daily

US Earnings Financial Results SEC Filings — March 18, 2026

Across 50 10-K and 10-Q filings for FY2025 (mostly ended Dec 31, 2025, filed Mar 18, 2026), dominant mixed sentiment prevails in 70% of detailed reports, with revenue growth in 18/25 quantifiable companies averaging +72% YoY (skewed by outliers like Energy Vault +341%, ProKidney +1,075%, TSS +66%), but offset by widespread margin compression (e.g., 9/15 cases -100bps+), persistent net losses (12/25 widening or flat), and yield declines in investment vehicles (e.g., Unknown #1 9.9% from 11.2%, PGIM 9.88% from 11.11%). Retailers like Home Depot (+3.2% sales) and Best Buy (+0.4%) show resilience via comp sales stability but earnings pressure from costs/stores cuts; tech/AI firms (TSS, Energy Vault, ONE STOP) drive outsized growth amid capex; biotechs (Heartflow +40%, 4DMT +huge via licenses) narrow losses post-IPO/financing but burn cash. Capital allocation leans to financings/debt (e.g., Bob's $337M new LT debt, Accelerant $1.38B distributions causing loss swing), sparse buybacks (TSS minor repurchase); ABS servicing filers (12/50) uniformly neutral/low materiality with no deficiencies. Portfolio implication: Favor high-growth tech/biotech turnarounds over flat retail/banks amid yield headwinds; watch Q1'26 catalysts for guidance.

50 high priority50 total filings

🇺🇸United States·March 17, 2026·daily

US Earnings Financial Results SEC Filings — March 17, 2026

Across 50 SEC filings for Q4 2025/FY2025 financial results filed March 17, 2026, sentiment is predominantly mixed (25+ filings) with neutral ABS servicing compliance dominating low-materiality disclosures (15+ filings), signaling routine stability in asset-backed securities servicing but no major issues. Revenue growth trends are uneven: strong outperformers like Ethos Technologies (+52% YoY to $387.6M), Xerox (+12.9% to $7.0B), and HealthEquity (+9% to $1.31B) contrast with decliners like NextNav (-19.3%), IZEA (-13%), and Gossamer Bio (-58%), averaging modest portfolio-level growth of ~15% YoY among high-materiality names. Margin compression is widespread (e.g., Xerox gross margin -440bps to 27.1%, Academy SG&A +820bps to 26.3%), offset by loss narrowing in biotechs (Monte Rosa -47% to $38.6M loss, AN2 -31% to $35.2M) and banks (Mechanics +817% net income post-merger). Capital allocation leans conservative with dividends up in Value Line (+8% nine-month payout to $9.2M) but dilution rampant via equity raises (X4 shares +1495% to 90.9M, Oklo cash +712% to $788M). SPACs like M3-Brigade and ProCap show passive interest income gains ($4.15M, $5.66M) amid no business combinations. Biotech/pharma heavy (12 filings) highlights R&D spend persistence despite cuts, while banking/mining exhibit asset expansion but yield pressures; actionable theme is selective rotation to revenue accelerators like DTC/tech amid macro caution.

50 high priority50 total filings

🇺🇸United States·March 16, 2026·daily

US Earnings Financial Results SEC Filings — March 16, 2026

Across 50 US SEC filings for Q4 2025/FY2025 earnings (filed ~March 16, 2026), mixed sentiment prevails in 80% of cases, with biotechs/pharmas (20+ firms) showing widened net losses averaging +30% YoY from R&D spikes but offset by $200M+ aggregate equity raises (e.g., Olema $205M, Zenas via licenses); banks (PCB, Orange County, Embassy) delivered +45% avg net income growth on NIM expansion to ~4% but NPAs rose 50-70% YoY signaling credit stress. Tech/software leaders like Samsara (+30% rev, 77% margins), Dell (+19% rev, $11B op cash flow), Figure (+49% rev) drove positive outliers vs sector drags (LivePerson -22% rev); energy firms mixed with NGS rentals +14% horsepower but Aemetis volumes -7-72%. Portfolio trends: Revenue +10% avg in top 20 performers, cost cuts yielded EBITDA gains in 65% (avg +50%), but cash burns persist in pre-revenue (Eve $224M loss); capital returns via bank dividends (+11% yields) and Dell $1B+ buybacks. Critical: Rising impairments/debt in 40%, but 15 firms flipped to EBITDA positive, implying turnaround alpha in cost-disciplined growth names amid macro caution.

50 high priority50 total filings

🇺🇸United States·March 13, 2026·daily

US Earnings Financial Results SEC Filings — March 13, 2026

Across 50 10-K and 10-Q filings from March 13, 2026, primarily US banks, financial services, investment vehicles, and select industrials/biotechs, overarching themes include resilient balance sheet growth in banking (avg assets +5% YoY across 20+ cos, loans +7% avg) with NIM expansions in 15/20 banks (avg +25bps YoY) but offset by rising provisions/NPAs in 8 cos. Non-bank financials and BDCs show strong portfolio ramps (e.g., investments +37% to 84 cos in one, net assets +132% in another) and revenue growth in outliers like Jefferson Capital (+42% revenues), while industrials/manufacturing face revenue declines (avg -8% YoY in 7 cos) amid margin compression. Capital allocation leans shareholder-friendly with buybacks/dividends in 12 cos (e.g., First Northern 1M+ shares thru Apr 2026, multiple dividend hikes), but mixed sentiment dominates (45/50 mixed/negative) signals caution on profitability deterioration (ROA/ROE down in 10 cos). Forward-looking catalysts include merger integrations (Esquire/Signature), patent risks (Vaxart Inavir 2036), and buyback/stock dividend dates. Portfolio-level: Banks outperform on NIM/ROE vs non-financials' EBITDA declines (avg -15% in 10 cos), highlighting defensive rotation into regional banks with strong capital returns amid deposit growth (+6% avg). Critical implication: Opportunities in outperforming banks (e.g., Red River ROE 12.6%) vs risks in provision-heavy lenders.

50 high priority50 total filings

🇺🇸United States·March 12, 2026·daily

US Earnings Financial Results SEC Filings — March 12, 2026

Across 50 US SEC filings for Q4/FY2025 financial results (filed March 12, 2026), sentiment is predominantly mixed (38/50), with only 3 positive and 5 negative, reflecting resilient revenue growth in select financials (e.g., Orrstown NII +28.7% YoY, Sonida resident revenue +23.9%) offset by declines in consumer/retail (Bath & Body Works -0.2%, Funko -13.5%) and dramatic swings in crypto trusts (inflows strong but NAV down 15-40% on asset depreciation). Period-over-period trends show average revenue growth of ~8% YoY where positive, but margin compression in 15 companies (avg -100bps), widening net losses in biotechs/pharma despite cost cuts, and robust balance sheet expansion in banks (avg assets +15%). Crypto ETFs/trusts (10 filings) highlight massive inflows ($100M+ in several) amid unrealized losses, signaling volatility plays. Financial health varies: cash surges in 20 firms (e.g., National Beverage +62%), but impairments and debt concerns flag risks in 12. Portfolio-level implications favor overweighting regional banks with NIM gains and monitoring crypto ETF catalysts, while underweighting retail amid occupancy/ sales softness.

50 high priority50 total filings

🇺🇸United States·March 11, 2026·daily

US Earnings Financial Results SEC Filings — March 11, 2026

Across the 50 filings in the Financial Results & Earnings stream (46 new), results are predominantly mixed with 22 positive, 15 negative, and 13 neutral sentiments, reflecting resilient growth in cloud/tech (e.g., Oracle +22% YoY revenue to $17.2B, Marvell +42% to $8.2B) and retail giants (Costco +9.3% Q2 revenue to $69.6B) offset by sharp declines in AI/software (C3.ai -46% Q3 revenue to $53.3M) and consumer staples (Campbell's -4.5%, Target -1.7% FY sales). Period-over-period trends show average revenue growth of +15% YoY in top performers (n=18) but -10% in laggards (n=12), with margin compression averaging -100bps in 14 companies due to higher OpEx/R&D; banks expanded assets +30% avg (n=5) but NIM mixed (improving in CNB/LCNB, declining elsewhere). Biotechs/pharmas (n=12) narrowed net losses 20-77% via cost cuts, while SPACs (n=4) saw trust redemptions -70-92%. Capital allocation favors dividends/buybacks in stables (Costco EPS +14%, Oil-Dri dividends +24%), acquisitions drive growth (AeroVironment +143% revenue). Portfolio implications: overweight tech/cloud/defense outperformers, underweight high-burn AI/biotechs; watch bank NIM and biotech cash burns for Q1 2026 catalysts amid 2026-03 period focus.

50 high priority50 total filings

🇺🇸United States·March 10, 2026·daily

US Earnings Financial Results SEC Filings — March 10, 2026

Across 50 US SEC filings for Q4 2025 and FY2025 earnings, overarching themes include mixed financial performance with 28/50 companies showing revenue growth (avg +12% YoY where reported) offset by widespread operating losses and margin compression (avg -150bps in 15/22 detailed cases), particularly in biotechs and cyclicals. Biotech firms (e.g., Q32 Bio, Rapport) reported collaboration revenue boosts but R&D surges widening losses 20-50% YoY, while service/revenue growers like TWFG (+22% rev, +44% NI) and Evolv (+40% rev, EBITDA positive swing) stood out. SPACs faced heavy redemptions and trust declines (Trailblazer assets -84%), energy/mining mixed (Uranium Energy profit swing), and real estate/REITs saw portfolio contractions. Capital allocation leaned toward financing raises over buybacks/dividends (only 4 cases), with cash burn persistent in 22/50 but improving FCF in 10. Portfolio-level: Net losses in 32/50, but 18 showed loss narrowing or profit swings; implications point to selective opportunities in high-growth niches amid macro caution, with no major guidance changes but risks from impairments/delisting.

50 high priority50 total filings

🇺🇸United States·March 09, 2026·daily

US Earnings Financial Results SEC Filings — March 09, 2026

Across 50 US SEC filings for FY2025 and early 2026, mixed sentiment prevails in 40+ cases, reflecting revenue volatility amid cost controls narrowing losses in biotechs (avg net loss improvement ~25% YoY in 15/20 biotechs) but widening in others due to impairments (e.g., $616M crypto losses at SharpLink). Revenue trends show stark divergence: explosive growth in select biotechs/pharma (Zevra +350% YoY, Cumberland +17.6%) contrasted by declines in healthcare staffing (-21.6% Cross Country), diagnostics (-38% OraSure), and manufacturing (-12% 3D Systems). Financials exhibit resilience with NIM expansion (Tri-County +44bps, Heritage +31bps) and ROE gains (Tri-County +1.64pp), while SPACs (8 filings) uniformly report trust interest-driven net income (avg +$4M YoY). Impairments aggregate >$2B (e.g., NET Power $1.5B, Repay $242M), signaling overvalued assets, but cash raises bolster biotechs (e.g., enGene +$151M). Capital allocation leans conservative: dividend cuts (Tiptree -51%, Caseys up 14%) and buybacks absent; M&A limited. Portfolio implication: Biotech turnarounds and regional banks offer alpha, avoid impairment-heavy cyclicals amid 2026 policy risks (EVgo OBBBA).

50 high priority50 total filings

🇺🇸United States·March 06, 2026·daily

US Earnings Financial Results SEC Filings — March 06, 2026

Across 102 SEC filings for FY2025/Q1 FY2026 financial results, mixed sentiment dominates (95/102 filings), reflecting resilient revenue growth in tech (e.g., Chime +31%, Guidewire +25%), banking (avg loan growth 10-20%), and energy (Granite Ridge +18%) but offset by widening losses from impairments, higher expenses, and margin compression in REITs/BDCs (avg NOI +10-20% but net losses up 10-50%). Period-over-period trends show YoY revenue growth in 60% of filers (median +12%) but operating margins mixed with compression in 40% (avg -100bps), driven by capex/debt rises; cash from ops improved in 55% (median +20%) amid cost controls. Banking outliers shine with NIM expansions (Republic Bancorp +20bps to 5.05%), while REITs face NOI declines (Ares same-store -2.1%); BDCs/SPACs highlight portfolio expansions but NAV drops. Capital allocation favors dividends/buybacks stability (e.g., Camden National flat $0.42/share), but debt rises signal leverage risks. Forward catalysts cluster around Q1 2026 earnings/AGMs (Apr-May), M&A closes (e.g., Hometown Jan 2026), and SPAC deadlines (May-Jun 2026). Implications: Tactical longs in high-ROE banks/tech, shorts on impaired REITs; portfolio tilt to NIM-expanders amid rate uncertainty.

102 high priority102 total filings

🇺🇸United States·March 05, 2026·daily

US Earnings Financial Results SEC Filings — March 05, 2026

Across 109 US SEC filings for Q4 FY2025/early FY2026 financial results, overarching themes include mixed revenue performance with ~55% of companies (60/109) reporting YoY growth averaging +25% (outliers like Liquidia +1031%, Hippo +26%), offset by declines in ~30% averaging -10% (e.g., Olaplex flat, Rayonier -10%), driven by sector-specific pressures in industrials/energy and boosts in biotech/fintech from collaborations/new products. Profitability improved in 65% with average net loss narrowing ~35% YoY via cost controls/impairment reversals, though 25% swung to losses amid impairments (StubHub $1.91B loss). Margin trends show compression averaging -80bps in tech/manufacturing (7/12 firms, e.g., CPI Card -430bps), expansion +150bps in financials (NIM +25bps avg across 12 banks). Capital allocation favors dividends/buybacks in 18 firms (e.g., Toro repurchases), with debt surges in 20% post-refinancing (Ferrellgas +78%). Biotech/pharma (35 filings) dominate with collab revenue +48% avg but high R&D burns; positive sentiment in 5% (Okta, CorMedix). Portfolio implication: Bullish on profitable growers (TaskUs +123% NI), cautious on high-burn biotechs; alpha in NIM-expanders amid rate cuts.

109 high priority109 total filings

🇺🇸United States·March 04, 2026·daily

US Earnings Financial Results SEC Filings — March 04, 2026

Across 74 SEC filings primarily 10-Ks for FY2025, US companies showed mixed financial results with 42/74 reporting revenue growth (avg +12% YoY where specified), but 51/74 had net losses or widened losses, driven by impairments (e.g., Grocery Outlet $149M goodwill, Oil States $100M), margin compression (avg -150bps in 28 cos), and rising SG&A (up avg 15% in 35 cos). Energy firms like Gran Tierra (-30% prices, $136M impairment) and Ring Energy (negative gas prices) faced commodity headwinds, while finance (e.g., First Financial NII +25.6%, Unity ROA 2.17%) and select biotech (Keros revenue +6772%, SCYNEXIS +450%) outperformed. Capital allocation leaned defensive with buybacks (e.g., Kontoor $25M, Daktronics $22.8M) and dividends steady, but debt reductions (Oil States to $1.7M) signal deleveraging. Portfolio trends highlight retail weakness (comp sales flat/-5% avg in 5 cos) vs. resilience in niche growth like Red Violet (+20% rev). Implications: Favor financials/biotech turnarounds, avoid energy/retail amid cost pressures; watch Q1 2026 earnings for guidance updates.

74 high priority74 total filings