Earnings call analysis

Q3'25 earnings calls

177 calls · 177 companies · newest first

Other periods

Q2'27 Q1'27 Q4'26 Q3'26 Q2'26 Q1'26 Q4'25 Q3'25 Q2'25 Q1'25 Q4'24 Q3'24 Q2'24 Q1'24 Q4'23 Q3'23 Q2'23 Q1'23

Call date	Ticker	Company	Period	Disclosure	Financial quality	Kept	Missed
2025-12-11	RH	RH	Q3'25	10/12	6 low flags	3	1	Call sheet →
December 11, 2025	LULU	Lululemon Athletica	Q3'25	9/12	3 high, 2 medium, 2 low flags	4	0	Call sheet →
2025-12-10	CHWY	Chewy	Q3'25	8/12	4 medium, 3 low flags	3	0	Call sheet →
December 4, 2025	ULTA	Ulta Beauty	Q3'25	10/12	2 medium, 4 low flags	5	0	Call sheet →
December 4, 2025	DG	Dollar General	Q3'25	10/12	2 medium, 4 low flags	5	0	Call sheet →
December 3, 2025	FIVE	Five Below	Q3'25	8/12	1 high, 4 medium, 3 low flags	6	0	Call sheet →
December 3, 2025	DLTR	Dollar Tree	Q3'25	8/12	3 medium, 3 low flags	3	1	Call sheet →
December 2, 2025	AEO	American Eagle Outfitters	Q3'25	10/12	3 medium, 5 low flags	6	0	Call sheet →
November 25, 2025	BURL	Burlington Stores	Q3'25	10/12	2 high, 4 medium, 1 low flags	7	0	Call sheet →
November 20, 2025	ROST	Ross Stores	Q3'25	11/12	4 medium, 2 low flags	6	0	Call sheet →
November 20, 2025	GAP	Gap	Q3'25	10/12	1 high, 2 medium, 5 low flags	5	0	Call sheet →
November 19, 2025	WSM	Williams Sonoma	Q3'25	9/12	2 medium, 5 low flags	6	0	Call sheet →
November 19, 2025	TGT	Target	Q3'25	8/12	1 high, 3 medium, 4 low flags	4	1	Call sheet →
November 19, 2025	LOW	Lowe's Companies	Q3'25	10/12	3 medium, 3 low flags	3	1	Call sheet →
November 18, 2025	TE	T1 Energy	Q3'25	5/12	4 high, 4 medium flags	0	3	Call sheet →
2025-11-18	HD	Home Depot	Q3'25	7/12	5 medium, 2 low flags	0	5	Call sheet →
November 13, 2025	BITF	Keel Infrastructure Corp. (formerly Bitfarms)	Q3'25	5/12	4 high, 4 medium, 1 low flags	2	1	Call sheet →
2025-11-11	SE	Sea	Q3'25	9/12	4 medium, 3 low flags	6	0	Call sheet →
2025-11-11	RGTI	Rigetti Computing	Q3'25	9/12	3 medium, 3 low flags	3	1	Call sheet →
November 11, 2025	OXY	Occidental Petroleum	Q3'25	10/12	2 medium, 4 low flags	5	0	Call sheet →
November 10, 2025	TSEM	Tower Semiconductor	Q3'25	9/12	2 high, 3 medium, 2 low flags	3	1	Call sheet →
November 10, 2025	PARA	Paramount Skydance	Q3'25	7/12	2 high, 5 medium, 1 low flags	3	1	Call sheet →
November 10, 2025	BW	Babcock & Wilcox Enterprises	Q3'25	6/12	3 high, 3 medium, 1 low flags	2	1	Call sheet →
November 8, 2025	IONQ	IonQ	Q3'25	9/12	1 high, 5 medium, 2 low flags	3	0	Call sheet →
November 7, 2025	SQ	Block	Q3'25	12/12	8 low flags	5	0	Call sheet →
November 7, 2025	EOG	EOG Resources	Q3'25	9/12	7 low flags	6	0	Call sheet →
November 7, 2025	CEG	Constellation Energy	Q3'25	9/12	1 medium, 5 low flags	3	0	Call sheet →
November 7, 2025	CARG	CarGurus	Q3'25	8/12	3 medium, 3 low flags	5	0	Call sheet →
2025-11-06	WBD	Warner Bros. Discovery	Q3'25	10/12	2 medium, 4 low flags	5	0	Call sheet →
November 6, 2025	VST	Vistra	Q3'25	11/12	2 medium, 4 low flags	4	0	Call sheet →
November 6, 2025	TXRH	Texas Roadhouse	Q3'25	9/12	2 high, 3 medium, 3 low flags	3	2	Call sheet →
2025-11-06	TTD	Trade Desk	Q3'25	6/12	5 medium, 3 low flags	4	1	Call sheet →
November 6, 2025	SITM	SiTime	Q3'25	7/12	1 high, 4 medium, 2 low flags	4	0	Call sheet →
November 6, 2025	SAFE	Safehold	Q3'25	5/12	1 high, 4 medium, 1 low flags	3	1	Call sheet →
November 6, 2025	RUN	Sunrun	Q3'25	4/12	1 high, 4 medium, 1 low flags	2	1	Call sheet →
2025-11-06	ONTO	Onto Innovation	Q3'25	9/12	6 low flags	3	0	Call sheet →
November 6, 2025	MNST	Monster Beverage	Q3'25	10/12	5 medium, 4 low flags	8	0	Call sheet →
November 6, 2025	MKSI	MKS Instruments	Q3'25	5/12	1 high, 2 medium, 3 low flags	6	0	Call sheet →
November 6, 2025	ET	Energy Transfer	Q3'25	11/12	4 medium, 2 low flags	2	1	Call sheet →
2025-11-06	DVN	Devon Energy	Q3'25	12/12	6 low flags	6	0	Call sheet →
November 6, 2025	CELH	Celsius Holdings	Q3'25	7/12	3 medium, 3 low flags	5	0	Call sheet →
November 5, 2025	TRGP	Targa Resources	Q3'25	11/12	2 medium, 4 low flags	5	1	Call sheet →
November 5, 2025	TLN	Talen Energy	Q3'25	9/12	2 medium, 5 low flags	1	2	Call sheet →
November 5, 2025	SRE	Sempra	Q3'25	11/12	2 medium, 4 low flags	3	0	Call sheet →
November 5, 2025	MCD	McDonald's	Q3'25	7/12	2 high, 3 medium, 1 low flags	4	0	Call sheet →
November 5, 2025	FIS	Fidelity National Information Services	Q3'25	10/12	3 medium, 3 low flags	5	1	Call sheet →
November 5, 2025	DASH	DoorDash	Q3'25	8/12	1 high, 3 medium, 2 low flags	5	0	Call sheet →
November 5, 2025	BROS	Dutch Bros	Q3'25	9/12	1 high, 2 medium, 3 low flags	3	0	Call sheet →
November 5, 2025	APP	AppLovin	Q3'25	9/12	1 medium, 5 low flags	5	0	Call sheet →
November 4, 2025	YUM	Yum! Brands	Q3'25	9/12	2 medium, 4 low flags	3	0	Call sheet →
2025-11-04	WING	Wingstop	Q3'25	8/12	4 medium, 2 low flags	2	3	Call sheet →
November 4, 2025	SPOT	Spotify Technology	Q3'25	8/12	1 high, 4 medium, 3 low flags	4	1	Call sheet →
November 4, 2025	SEI	Solaris Energy Infrastructure	Q3'25	3/12	2 high, 5 medium, 1 low flags	1	2	Call sheet →
November 4, 2025	PLTR	Palantir Technologies	Q3'25	9/12	6 medium, 3 low flags	6	0	Call sheet →
November 4, 2025	PFE	Pfizer	Q3'25	9/12	3 medium, 3 low flags	3	1	Call sheet →
November 4, 2025	MPC	Marathon Petroleum	Q3'25	11/12	6 low flags	3	0	Call sheet →
November 4, 2025	HUT	Hut 8	Q3'25	6/12	3 high, 4 medium, 1 low flags	2	1	Call sheet →
November 4, 2025	GPN	Global Payments	Q3'25	11/12	2 medium, 4 low flags	6	0	Call sheet →
November 4, 2025	FANG	Diamondback Energy	Q3'25	10/12	1 medium, 5 low flags	2	1	Call sheet →
2025-11-04	ETN	Eaton	Q3'25	10/12	1 high, 2 medium, 4 low flags	6	0	Call sheet →
November 4, 2025	CPNG	Coupang	Q3'25	8/12	3 medium, 4 low flags	4	0	Call sheet →
November 4, 2025	CAVA	CAVA Group	Q3'25	9/12	3 medium, 3 low flags	3	2	Call sheet →
November 4, 2025	AXON	Axon Enterprise	Q3'25	8/12	4 medium, 4 low flags	5	0	Call sheet →
2025-11-04	AMGN	Amgen	Q3'25	9/12	1 medium, 4 low flags	5	0	Call sheet →
November 4, 2025	AMD	Advanced Micro Devices	Q3'25	10/12	3 medium, 6 low flags	5	0	Call sheet →
November 4, 2025	AEIS	Advanced Energy Industries	Q3'25	9/12	2 medium, 4 low flags	5	1	Call sheet →
November 4, 2025	ADM	Archer-Daniels-Midland	Q3'25	9/12	1 high, 3 medium, 1 low flags	2	2	Call sheet →
November 4, 2025	ACLS	Axcelis Technologies (branded on this call as Excellus/Xelis Technologies)	Q3'25	10/12	3 medium, 3 low flags	4	1	Call sheet →
November 3, 2025	SPG	Simon Property Group	Q3'25	10/12	3 medium, 5 low flags	6	0	Call sheet →
November 3, 2025	O	Realty Income	Q3'25	10/12	2 medium, 5 low flags	5	0	Call sheet →
November 3, 2025	IDXX	IDEXX Laboratories	Q3'25	11/12	1 medium, 5 low flags	5	0	Call sheet →
November 3, 2025	CIFR	Cipher Digital	Q3'25	6/12	2 high, 4 medium, 2 low flags	3	2	Call sheet →
October 31, 2025	D	Dominion Energy	Q3'25	9/12	1 medium, 5 low flags	3	3	Call sheet →
October 30, 2025	VMC	Vulcan Materials	Q3'25	11/12	5 low flags	5	0	Call sheet →
October 30, 2025	SO	Southern	Q3'25	12/12	1 medium, 5 low flags	4	0	Call sheet →
2025-10-30	SHAK	Shake Shack	Q3'25	9/12	2 medium, 6 low flags	5	1	Call sheet →
October 30, 2025	RSG	Republic Services	Q3'25	10/12	2 medium, 4 low flags	3	1	Call sheet →
October 30, 2025	RIOT	Riot Platforms	Q3'25	4/12	5 high, 3 medium flags	1	2	Call sheet →
October 30, 2025	QSR	Restaurant Brands International	Q3'25	9/12	2 medium, 4 low flags	3	0	Call sheet →
2025-10-30	MRK	Merck	Q3'25	11/12	6 low flags	6	0	Call sheet →
October 30, 2025	LNG	Cheniere Energy	Q3'25	10/12	3 medium, 2 low flags	5	0	Call sheet →
October 30, 2025	LARK	Landmark Bancorp	Q3'25	7/12	4 medium, 3 low flags	1	0	Call sheet →
October 30, 2025	INVH	Invitation Homes	Q3'25	10/12	1 medium, 5 low flags	4	0	Call sheet →
October 30, 2025	GRBK	Green Brick Partners	Q3'25	5/12	2 high, 4 medium, 2 low flags	1	2	Call sheet →
October 30, 2025	FSLR	First Solar	Q3'25	10/12	4 medium, 4 low flags	4	1	Call sheet →
October 30, 2025	COIN	Coinbase Global	Q3'25	10/12	3 medium, 4 low flags	6	0	Call sheet →
October 30, 2025	AMZN	Amazon.com	Q3'25	10/12	1 high, 2 medium, 5 low flags	5	1	Call sheet →
October 29, 2025	TTMI	TTM Technologies	Q3'25	4/12	1 high, 4 medium, 2 low flags	2	2	Call sheet →
October 29, 2025	TER	Teradyne	Q3'25	10/12	1 high, 3 medium, 2 low flags	5	0	Call sheet →
October 29, 2025	PUMP	ProPetro Holding	Q3'25	8/12	2 high, 3 medium, 1 low flags	4	0	Call sheet →
October 29, 2025	PI	Impinj	Q3'25	3/12	2 high, 4 medium, 2 low flags	3	1	Call sheet →
October 29, 2025	OKE	ONEOK	Q3'25	7/12	2 medium, 4 low flags	2	1	Call sheet →
October 29, 2025	META	Meta Platforms	Q3'25	6/12	2 high, 3 medium, 1 low flags	5	0	Call sheet →
October 29, 2025	GOOG	Alphabet	Q3'25	9/12	3 medium, 3 low flags	4	2	Call sheet →
October 29, 2025	ETSY	Etsy	Q3'25	10/12	2 medium, 4 low flags	5	0	Call sheet →
October 29, 2025	ENPH	Enphase Energy	Q3'25	9/12	5 medium, 2 low flags	5	0	Call sheet →
October 29, 2025	EBAY	eBay	Q3'25	9/12	3 medium, 4 low flags	5	0	Call sheet →
October 28, 2025	W	Wayfair	Q3'25	10/12	2 medium, 5 low flags	6	0	Call sheet →
October 28, 2025	REGN	Regeneron Pharmaceuticals	Q3'25	10/12	6 low flags	3	1	Call sheet →
October 28, 2025	PYPL	PayPal Holdings	Q3'25	9/12	4 medium, 2 low flags	4	1	Call sheet →
October 28, 2025	NXPI	NXP Semiconductors	Q3'25	10/12	2 medium, 4 low flags	6	0	Call sheet →
October 28, 2025	KRC	Kilroy Realty	Q3'25	4/12	4 high, 3 medium, 1 low flags	1	1	Call sheet →
October 28, 2025	GLW	Corning	Q3'25	7/12	1 high, 4 medium, 3 low flags	5	0	Call sheet →
October 28, 2025	CLS	Celestica	Q3'25	9/12	1 high, 5 medium, 2 low flags	3	0	Call sheet →
2025-10-28	BKNG	Booking Holdings	Q3'25	10/12	2 medium, 6 low flags	7	0	Call sheet →
October 28, 2025	AMT	American Tower	Q3'25	11/12	2 medium, 5 low flags	5	0	Call sheet →
2025-10-27	CDNS	Cadence Design Systems	Q3'25	10/12	2 medium, 4 low flags	5	0	Call sheet →
October 24, 2025	ITW	Illinois Tool Works	Q3'25	9/12	3 medium, 3 low flags	5	0	Call sheet →
2025-10-23	NEM	Newmont	Q3'25	10/12	2 medium, 4 low flags	6	0	Call sheet →
October 22, 2025	MCO	Moody's	Q3'25	10/12	1 medium, 5 low flags	5	0	Call sheet →
October 22, 2025	EQT	EQT	Q3'25	10/12	2 medium, 4 low flags	4	0	Call sheet →
October 21, 2025	TXN	Texas Instruments	Q3'25	9/12	1 high, 2 medium, 3 low flags	3	3	Call sheet →
October 21, 2025	GPC	Genuine Parts	Q3'25	8/12	1 medium, 5 low flags	4	2	Call sheet →
October 21, 2025	GLXY	Galaxy Digital Holdings	Q3'25	3/12	1 high, 5 medium, 2 low flags	3	2	Call sheet →
2025-10-17	RF	Regions Financial	Q3'25	9/12	1 medium, 5 low flags	4	2	Call sheet →
October 17, 2025	LBRT	Liberty Energy	Q3'25	5/12	3 high, 4 medium, 1 low flags	1	2	Call sheet →
October 15, 2025	BAC	Bank of America	Q3'25	11/12	6 low flags	6	0	Call sheet →
2025-10-14	DPZ	Domino's Pizza	Q3'25	9/12	1 medium, 5 low flags	2	0	Call sheet →
October 9, 2025	PEP	PepsiCo	Q3'25	7/12	1 medium, 5 low flags	4	0	Call sheet →
2025-09-11	ADBE	Adobe	Q3'25	10/12	1 medium, 5 low flags	5	0	Call sheet →
September 9, 2025	SNPS	Synopsys	Q3'25	6/12	2 high, 5 medium flags	4	1	Call sheet →
September 4, 2025	CIEN	Ciena	Q3'25	9/12	1 high, 3 medium, 5 low flags	4	0	Call sheet →
2025-09-04	AVGO	Broadcom	Q3'25	11/12	2 medium, 4 low flags	6	0	Call sheet →
September 3, 2025	HPE	Hewlett Packard Enterprise	Q3'25	8/12	1 high, 4 medium, 1 low flags	3	0	Call sheet →
August 27, 2025	HPQ	HP	Q3'25	10/12	3 medium, 5 low flags	4	0	Call sheet →
August 27, 2025	A	Agilent Technologies	Q3'25	10/12	2 medium, 7 low flags	3	1	Call sheet →
2025-08-26	HEI	HEICO	Q3'25	11/12	1 medium, 5 low flags	5	0	Call sheet →
August 20, 2025	ADI	Analog Devices	Q3'25	11/12	1 medium, 5 low flags	4	1	Call sheet →
August 19, 2025	KEYS	Keysight Technologies	Q3'25	9/12	4 medium, 3 low flags	3	2	Call sheet →
August 14, 2025	DE	Deere	Q3'25	9/12	2 medium, 4 low flags	2	2	Call sheet →
August 8, 2025	CLSK	CleanSpark	Q3'25	3/12	3 high, 4 medium, 1 low flags	3	2	Call sheet →
August 6, 2025	EMR	Emerson Electric	Q3'25	11/12	6 low flags	6	0	Call sheet →
August 6, 2025	DIS	Walt Disney	Q3'25	8/12	4 medium, 2 low flags	2	1	Call sheet →
August 5, 2025	TDG	TransDigm Group	Q3'25	9/12	4 medium, 1 low flags	3	1	Call sheet →
August 5, 2025	SWKS	Skyworks Solutions	Q3'25	9/12	2 medium, 6 low flags	6	0	Call sheet →
July 29, 2025	SBUX	Starbucks	Q3'25	10/12	1 medium, 5 low flags	4	0	Call sheet →
2025-06-25	MU	Micron Technology	Q3'25	11/12	2 medium, 6 low flags	4	1	Call sheet →
2025-05-29	ZS	Zscaler	Q3'25	10/12	1 high, 4 medium, 1 low flags	4	0	Call sheet →
May 29, 2025	COST	Costco Wholesale	Q3'25	8/12	3 medium, 5 low flags	3	0	Call sheet →
2025-05-27	AZO	AutoZone	Q3'25	10/12	1 medium, 5 low flags	2	1	Call sheet →
May 22, 2025	INTU	Intuit	Q3'25	9/12	2 medium, 6 low flags	5	0	Call sheet →
May 20, 2025	PANW	Palo Alto Networks	Q3'25	9/12	1 high, 2 medium, 4 low flags	5	0	Call sheet →
May 14, 2025	IREN	Iron Networks	Q3'25	7/12	3 high, 3 medium, 2 low flags	0	3	Call sheet →
2025-05-06	SMCI	Super Micro Computer	Q3'25	4/12	1 high, 5 medium, 2 low flags	3	2	Call sheet →
May 5, 2025	FN	FabriNet	Q3'25	4/12	4 high, 4 medium, 1 low flags	2	2	Call sheet →
May 1, 2025	VIAV	Viavi Solutions	Q3'25	5/12	2 high, 4 medium, 1 low flags	2	1	Call sheet →
April 30, 2025	WDC	Western Digital	Q3'25	10/12	3 medium, 3 low flags	4	0	Call sheet →
April 29, 2025	STX	Seagate Technology Holdings	Q3'25	5/12	2 high, 3 medium, 4 low flags	3	0	Call sheet →
2025-04-29	EAT	Brinker International	Q3'25	12/12	3 medium, 5 low flags	6	0	Call sheet →
April 14, 2025	APLD	Applied Digital	Q3'25	5/12	4 high, 2 medium, 1 low flags	1	2	Call sheet →
March 20, 2025	NKE	NIKE	Q3'25	10/12	1 high, 4 medium, 2 low flags	3	0	Call sheet →
March 20, 2025	FDX	FedEx	Q3'25	9/12	3 medium, 4 low flags	5	0	Call sheet →
2025-03-20	DRI	Darden Restaurants	Q3'25	10/12	2 medium, 6 low flags	5	0	Call sheet →
2025-03-10	ORCL	Oracle	Q3'25	10/12	3 medium, 3 low flags	5	0	Call sheet →
February 18, 2025	MDT	Medtronic	Q3'25	9/12	3 medium, 3 low flags	3	2	Call sheet →
February 12, 2025	HIVE	HIVE Digital Technologies	Q3'25	2/12	3 high, 4 medium, 1 low flags	0	2	Call sheet →
February 5, 2025	MOD	Modine Manufacturing	Q3'25	5/12	1 high, 5 medium, 2 low flags	3	2	Call sheet →
February 5, 2025	ARM	Arm	Q3'25	9/12	1 high, 3 medium, 2 low flags	4	2	Call sheet →
February 4, 2025	EA	Electronic Arts	Q3'25	6/12	1 high, 5 medium flags	1	4	Call sheet →
February 4, 2025	CRUS	Cirrus Logic	Q3'25	8/12	2 medium, 3 low flags	6	0	Call sheet →
2025-01-30	ALGM	Allegro MicroSystems	Q3'25	10/12	2 medium, 4 low flags	4	0	Call sheet →
January 16, 2025	INFY	Infosys	Q3'25	4/12	3 high, 3 medium, 2 low flags	2	1	Call sheet →
2024-12-09	MDB	MongoDB	Q3'25	9/12	3 medium, 3 low flags	5	0	Call sheet →
2024-12-05	VEEV	Veeva Systems	Q3'25	8/12	3 medium, 4 low flags	5	0	Call sheet →
December 5, 2024	IOT	Samsara	Q3'25	9/12	2 medium, 5 low flags	6	0	Call sheet →
December 5, 2024	DOCU	DocuSign	Q3'25	10/12	2 medium, 4 low flags	5	0	Call sheet →
December 3, 2024	OKTA	Okta	Q3'25	11/12	3 medium, 5 low flags	5	0	Call sheet →
December 3, 2024	MRVL	Marvell Technology	Q3'25	11/12	2 medium, 4 low flags	6	0	Call sheet →
December 3, 2024	CRM	Salesforce	Q3'25	8/12	3 medium, 3 low flags	5	0	Call sheet →
November 26, 2024	WDAY	Workday	Q3'25	9/12	3 medium, 3 low flags	3	0	Call sheet →
November 26, 2024	DELL	Dell Technologies	Q3'25	10/12	2 medium, 4 low flags	4	1	Call sheet →
November 26, 2024	CRWD	CrowdStrike Holdings	Q3'25	8/12	1 high, 6 medium flags	4	0	Call sheet →
2024-11-25	ZM	Zoom Video Communications	Q3'25	9/12	4 medium, 2 low flags	5	0	Call sheet →
November 20, 2024	TJX	TJX Companies	Q3'25	10/12	2 medium, 4 low flags	4	0	Call sheet →
November 20, 2024	SNOW	Snowflake	Q3'25	7/12	3 medium, 4 low flags	4	1	Call sheet →
2024-11-20	NVDA	NVIDIA	Q3'25	10/12	2 medium, 5 low flags	4	0	Call sheet →
November 19, 2024	WMT	Walmart	Q3'25	10/12	1 medium, 6 low flags	5	0	Call sheet →

Disclosure: 6-item rubric scored 0-2, out of 12. Financial quality: flagged indicators by severity. Kept and missed count the prior call's promises scored on this one.