Earnings360 Newsletter for 2/23/2026

Earnings360 Newsletter for 2/23/2026
Earnings Highlights: DPZ, KTOS, VNOM, SMMT, D, FANG, BWXT, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Monday, February 23 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ADEA Adeia$18.48$0.73$0.80$0.07$0.00$168.45→
ADUS Addus HomeCare$117.63$1.71$1.77$0.06$372.08$0.0025.6%→
AESI Atlas Energy Solutions$11.09($0.19)($0.18)$0.01$249.43$239.52-8.1%→
ALSN Allison Transmission$117.10$1.55$1.18($0.37)$737.00$719.15-7.4%→
APLE Apple Hospitality REIT$12.22$0.29$0.13($0.16)$326.44$322.60→
AXSM Axsome Therapeutics$174.76($0.70)($0.56)$0.14$196.00$191.3365.0%→
BCC Boise Cascade$80.95$0.16$0.24$0.08$1.46 thousand$1.45 thousand-6.8%→
BHF Brighthouse Financial$62.54$5.19$3.70($1.49)$2.17 thousand$2.24 thousand40.2%→
BSM Black Stone Minerals$14.87$0.26$0.31$0.05$0.00$98.08→
BWXT BWX Technologies$199.06$0.91$1.08$0.17$885.84$837.4718.7%→
CWEN Clearway Energy$40.00($0.21)($0.89)($0.68)$310.00$334.42→
D Dominion Energy$64.28$0.67$0.68$0.01$4.09 thousand$3.65 thousand20.4%→
DEA Easterly Government Properties$23.55$0.77$0.77$0.00$87.04$87.7311.1%→
DFH Dream Finders Homes$20.05$0.62$999.00$998.38$0.00$0.00→
DPZ Domino's Pizza$400.36$5.38$5.35($0.03)$1.54 thousand$0.006.4%→
FANG Diamondback Energy$173.82$2.11$1.74($0.37)$0.00$3.41 thousand-9.0%→
FRPT Freshpet$78.58$0.43$0.64$0.21$285.23$285.668.6%→
GNW Genworth Financial$8.31$0.16$0.02($0.14)$1.04 thousand$0.00→
HIMS Hims & Hers Health$15.47$0.04$0.08$0.04$617.82$619.4828.4%→
IBRX ImmunityBio$9.83($0.08)($0.06)$0.02$38.29$0.00→
IIPR Innovative Industrial Properties$46.27$1.71$1.88$0.17$66.66$66.16-13.1%→
INVX Innovex International$27.24$0.29$0.20($0.09)$273.60$240.00→
JBTM JBT Marel$163.70$1.92$1.98$0.06$1.01 thousand$0.00115.6%→
KTOS Kratos Defense & Security Solutions$94.31$0.14$0.18$0.04$345.10$327.5121.9%→
KWR Quaker Houghton$169.77$1.71$1.65($0.06)$468.48$465.175.5%→
NOVT Novanta$142.38$0.88$0.91$0.03$258.35$260.72→
OKE ONEOK$87.53$1.48$1.55$0.07$9.07 thousand$8.77 thousand→
ORIC Oric Pharmaceuticals$11.71($0.33)($0.30)$0.03$0.00$0.00→
PAY Paymentus$24.48$0.18$0.20$0.02$330.46$313.7728.2%→
PRA ProAssurance$24.42$0.22$0.82$0.60$269.64$261.08→
PRIM Primoris Services$166.01$0.95$1.08$0.13$0.00$1.82 thousand6.7%→
RHP Ryman Hospitality Properties$103.12$2.22$2.38$0.16$0.00$715.9113.9%→
RIG Transocean$6.38$0.09$0.02($0.07)$1.04 thousand$1.03 thousand9.6%→
SCL Stepan$53.46$0.35($0.02)($0.37)$553.89$570.605.4%→
SGHC Super Group (SGHC)$9.75$0.14$999.00$998.86$0.00$485.21→
SKWD Skyward Specialty Insurance Group$47.16$0.93$1.17$0.24$385.59$380.86→
SMMT Summit Therapeutics$16.09($0.27)($0.14)$0.13$0.00$75.47→
TARS Tarsus Pharmaceuticals$69.59($0.19)($0.20)($0.01)$151.67$144.56→
UCTT Ultra Clean$61.41$0.23$0.22($0.01)$506.60$503.34-10.1%→
UFPI UFP Industries$106.32$1.03$0.70($0.33)$1.33 thousand$1.40 thousand-9.0%→
VIR Vir Biotechnology$7.43($0.42)($0.31)$0.11$64.07$19.91417.8%→
VNOM Viper Energy$44.96$0.28$0.31$0.03$0.00$415.5187.6%→
VVX V2X$67.88$1.33$1.56$0.23$1.22 thousand$1.21 thousand5.3%→
WGS GeneDx$87.08$0.11$0.14$0.03$120.99$120.80→
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Friday, February 20 Friday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AD Array Digital Infrastructure$48.41$0.30$0.48$0.18$60.33$0.00131.2%→
AU AngloGold Ashanti$121.00$1.90$1.90$0.00$3.07 thousand$2.99 thousand→
BCPC Balchem$175.68$1.29$1.31$0.02$263.62$259.59→
DNOW DNOW$11.85$0.15$0.15$0.00$959.00$969.5068.0%→
ESAB ESAB$122.50$1.34$1.35$0.01$720.99$687.807.5%→
HBM HudBay Minerals$26.05$0.40$0.22($0.18)$732.90$730.1325.3%→
LAMR Lamar Advertising$132.03$2.18$1.50($0.68)$595.93$592.70→
ONEXF ONEX$75.26 - $2.64 - $234.00$0.00→
PPL PPL$37.22$0.42$0.41($0.01)$2.27 thousand$2.34 thousand2.8%→
THG The Hanover Insurance Group$173.98 - $5.46 - $1.67 thousand$0.00→
WU Western Union$9.19$0.43$0.45$0.02$1.00 thousand$1.04 thousand-4.7%→

Upcoming Earnings Reports

CompanyRelease DateRelease Time
PGC Peapack-Gladstone Financial2/24/2026Morning
ABCL AbCellera Biologics2/24/2026N/A
AIN Albany International2/24/2026Morning
BXC BlueLinx2/24/2026Afternoon
CDNA CareDx2/24/2026Afternoon
CLNE Clean Energy Fuels2/24/2026Afternoon
CORT Corcept Therapeutics2/24/2026N/A
CSGP CoStar Group2/24/2026Afternoon
ESTA Establishment Labs2/24/2026Morning
FIS Fidelity National Information Services2/24/2026Morning
LTC LTC Properties2/24/2026Afternoon
MTDR Matador Resources2/24/2026Afternoon
MELI MercadoLibre2/24/2026N/A
NMFC New Mountain Finance2/24/2026Afternoon
SEI Solaris Energy Infrastructure2/24/2026Afternoon
SLDP Solid Power2/24/2026Afternoon
SKT Tanger2/24/2026Afternoon
TEM Tempus AI2/24/2026N/A
TREX Trex2/24/2026Afternoon
WLKP Westlake Chemical Partners2/24/2026Morning
WLK Westlake2/24/2026Morning
FOLD Amicus Therapeutics2/25/2026Morning
MLTX MoonLake Immunotherapeutics2/25/2026Morning
ACHC Acadia Healthcare2/25/2026Morning
CHYM Chime Financial2/25/2026Afternoon
CRCL Circle Internet Group2/25/2026N/A
DBRG DigitalBridge Group2/25/2026Afternoon
DRVN Driven Brands2/25/2026Morning
DXPE DXP Enterprises2/25/2026Afternoon
EFC Ellington Financial2/25/2026Afternoon
FIHL Fidelis Insurance2/25/2026Afternoon
GDRX GoodRx2/25/2026Afternoon
HAYW Hayward2/25/2026N/A
IBTA Ibotta2/25/2026Afternoon
NGVT Ingevity2/25/2026Afternoon
MGRC McGrath RentCorp2/25/2026Afternoon
OC Owens Corning2/25/2026N/A
PR Permian Resources2/25/2026Afternoon
SARO StandardAero2/25/2026Afternoon
TTD Trade Desk2/25/2026Afternoon
VCYT Veracyte2/25/2026Afternoon
SYRE Spyre Therapeutics2/26/2026Morning
AEVA Aeva Technologies2/26/2026Afternoon
BWIN Baldwin Insurance Group2/26/2026Afternoon
BSY Bentley Systems2/26/2026Morning
ONC BeOne Medicines2/26/2026Morning
XYZ Block2/26/2026Afternoon
BFLY Butterfly Network2/26/2026Morning
CRWV CoreWeave2/26/2026Afternoon
QBTS D-Wave Quantum2/26/2026Morning
EME EMCOR Group2/26/2026Morning
FLOC Flowco2/26/2026Morning
ROCK Gibraltar Industries2/26/2026Morning
GRND Grindr2/26/2026Afternoon
HTZ Hertz Global2/26/2026Morning
INTU Intuit2/26/2026Afternoon
MRP Millrose Properties2/26/2026Morning
MP MP Materials2/26/2026Afternoon
PAR PAR Technology2/26/2026Afternoon
Q Qnity Electronics2/26/2026Morning
SBAC SBA Communications2/26/2026Afternoon
SHAK Shake Shack2/26/2026Morning
FOUR Shift4 Payments2/26/2026Morning
SG Sweetgreen2/26/2026Afternoon
TDAY USA Today2/26/2026Morning
WLDN Willdan Group2/26/2026Afternoon
WWW Wolverine World Wide2/26/2026Morning
DKL Delek Logistics Partners2/27/2026Morning
DK Delek US2/27/2026Morning
HE Hawaiian Electric Industries2/27/2026N/A
VIA Via Transportation2/27/2026Morning

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