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116 analyses, newest first.
- Amazon (AMZN) · Q2 2026AMZN — Q2 2026 Financial Report Analysis
AWS grew 36.8% to $42.2B — Amazon's fastest cloud growth in 18 quarters — while the $62.6B headline net income was driven mostly by a $50.5B non-cash markup on its Anthropic stake, and trailing free cash flow turned negative $7.6B on a 64% jump in capital spending.
- Alphabet Inc. (Class C) (GOOG) · Q2 2026GOOG — Q2 2026 Financial Report Analysis
Revenue rose 24% to $119.8 billion and Google Cloud grew 82%, but the 298% jump in net income is almost entirely a $99 billion unrealized mark-up on Alphabet's SpaceX and private-company stakes — meanwhile Q2 capex of $44.9 billion exceeded the $39.1 billion of cash the business generated, funded by roughly $101 billion of new debt and equity and zero share buybacks.
- Alphabet Inc. (Class A) (GOOGL) · Q2 2026GOOGL — Q2 2026 Financial Report Analysis
Revenue rose 24% to $119.8 billion and Google Cloud grew 82%, but the 298% jump in net income is almost entirely a $99 billion unrealized mark-up on Alphabet's SpaceX and private-company stakes — meanwhile Q2 capex of $44.9 billion exceeded the $39.1 billion of cash the business generated, funded by roughly $101 billion of new debt and equity and zero share buybacks.
- Altria (MO) · Q2 2026MO — Q2 2026 Financial Report Analysis
Altria held adjusted EPS growth at 2.8% in Q2 2026, but cigarette pricing beat the volume-and-mix drag by only about $30 million, aggregate share was defended by shifting Marlboro smokers into discount brands, and on! lost ground in the fast-growing nicotine pouch category.
- Paramount Gold Nevada Corp. (PZG) · Full Year 2026PZG — FY2026 Financial Report Analysis
Paramount Gold Nevada closed FY2026 with cash up from $1.35m to $9.93m after an ATM raise that cleared at roughly $1.58 a share versus $0.50 the year before, won the federal Record of Decision for Grassy Mountain, and still carries a going-concern warning with runway management puts at about March 2027.
- Vogenx Inc (VOGX) · Q2 2026VOGX — Q2 2026 Financial Report Analysis
Vogenx closed its final pre-IPO quarter with $193 thousand of cash, a $384 thousand net loss and officer pay deferred onto the balance sheet — then raised $84.9 million net in its August 2026 IPO, roughly 50 times its current annual spending rate.
- Vince Holding Corp. (VNCE) · Q2 2026VNCE — Q2 2026 Financial Report Analysis
Vince grew fiscal Q2 sales 11.7% to $81.8M and reported a 60.9% gross margin, but a one-time $10.4M IEEPA customs-tariff refund accounts for more than the entire margin gain — ex-refund margin fell about two points to 48.3%.
- Southern Missouri Bancorp, Inc. (SMBC) · Full Year 2026SMBC — FY2026 (ended June 30) Annual Report Analysis
Southern Missouri Bancorp earned $71.8 million ($6.43 diluted EPS) in fiscal 2026 as net interest margin widened to 3.62% on cheaper deposits rather than better loan pricing, while credit costs nearly doubled on agricultural loan stress and a lower tax rate added roughly $0.25 per share.
- U.S. Gold Corp. (USAU) · Q2 2026USAU — Q2 2026 Financial Report Analysis
U.S. Gold Corp.'s quarter ended July 31, 2026 shows a net loss of $4.60 million (more than double a year ago, largely from a vanished prior-year warrant gain and higher stock-based pay), $27.1 million of cash after a $3.54 million burn with no financing, and a fully permitted CK Gold Project still waiting on roughly $394 million of construction capital ahead of a December 2027 permit deadline.
- Research Solutions, Inc (RSSS) · Full Year 2026RSSS — FY2026 Annual Report Analysis
Research Solutions ended fiscal 2026 with revenue down 1.5% to $48.3 million but net income up 123% to $2.8 million, as high-margin platform subscriptions replaced low-margin article resale — while net new B2B deployments fell to 105 from 150 and consumer ARR turned negative.
- Rent the Runway, Inc. - Class A (RENT) · Q2 2026RENT — Q2 2026 Financial Report Analysis
Rent the Runway grew fiscal Q2 revenue 20.8% to $97.7 million and lifted gross margin six points, but ending Active Subscribers fell 3.8% — the growth came from a subscription price increase and a shipping fee the company calls temporary, both of which stop helping the comparison next quarter.
- Reformation Inc. (REF) · Q2 2026REF — Q2 2026 Financial Report Analysis
Reformation grew Q2 net revenue 24.1% to $155.2m with gross margin up 230bps to 66.7% and net income up 79.4% to $12.4m — the one quarter in its first post-IPO filing untouched by the tariff refund and pre-IPO dividend recap that distort its half-year results.
- RTB Digital, Inc. (RTB) · Q2 2026RTB — Q2 2026 Financial Report Analysis
RTB Digital reported $2.33m of Q2 2026 revenue, up 350% year over year, but nearly all of the increase came from the payment-processing business acquired in the May 12 Ryvyl merger — on a like-for-like combined basis revenue grew about 12.5%, the net loss widened to $9.58m, and $0.84m of liquid assets now sits against $11.04m of current liabilities.
- Where Food Comes From, Inc. (WFCF) · Q2 2026WFCF — Q2 2026 Financial Report Analysis
Where Food Comes From grew revenue just 0.7% in the June 2026 quarter but lifted gross margin 3.1 points and operating income 21%, yet reported EPS fell to $0.08 from $0.11 because a $240,000 swing in its bitcoin mark and the loss of a sold-off dividend stake wiped out the operating gain.
- Allegion (ALLE) · Q2 2026ALLE — Q2 2026 Financial Report Analysis
Allegion grew Q2 2026 revenue 12.7% to $1,151.5 million and raised full-year guidance, but only 6.9% was organic — an accelerating Americas business (+8.9% organic) masking an International segment whose revenue fell 1.2% organically and whose pre-acquisition operations lost $6.6 million of operating income.
- Allstate (ALL) · Q2 2026ALL — Q2 2026 Financial Report Analysis
Allstate posted an 86.6% combined ratio and $12.51 diluted EPS in Q2 2026, but nearly all of the 4.5-point improvement came from below-normal catastrophe losses and a $692 million prior-year reserve release rather than better underlying underwriting.
- Alexandria Real Estate Equities (ARE) · Q2 2026ARE — Q2 2026 Financial Report Analysis
Alexandria Real Estate Equities' Q2 2026: adjusted FFO per share fell 25.8% to $1.73 as occupancy dropped to 86.9% and same-property NOI declined 10.6%, while $222.5 million of impairments marked down assets being sold and leverage sat at 7.0x against a 5.6x-6.2x year-end target.
- Alliant Energy (LNT) · Q2 2026LNT — Q2 2026 Financial Report Analysis
Alliant Energy's Q2 2026 diluted EPS slipped to $0.65 from $0.68 as regulated utility earnings fell $42 million on higher O&M, depreciation and interest, with a $33 million swing in venture-fund equity income and a larger tax benefit covering most of the gap; management reaffirmed 2026 ongoing EPS guidance of $3.36-$3.46 and said results trend to the upper half.
- Align Technology (ALGN) · Q2 2026ALGN — Q2 2026 Financial Report Analysis
Align Technology grew Q2 2026 revenue 4.3% to $1.06 billion on 7.4% higher clear aligner case volume, but a $38.7 million legal and UK VAT charge pushed operating income down 5.5% and net income down 13.1%.
- Coffee Holding Co., Inc. (JVA) · Q3 2026JVA — Q3 2026 Financial Report Analysis
Coffee Holding's fiscal Q3 2026 sales fell 9.3% as it passed falling green coffee prices through to customers, but gross margin jumped from 9.4% to 25.0% on cheap inventory bought during the price crash, tariff refunds and a swing to futures-trading gains — producing $0.35 of EPS against a $0.21 loss a year earlier.
- Mesabi Trust (MSB) · Q2 2026MSB — Q2 2026 Financial Report Analysis
Mesabi Trust swung to a $95,013 net loss in the quarter ended July 31, 2026 as bonus royalties fell to zero for a second straight quarter and arbitration legal fees pushed expenses above total royalty income, even though pellet shipments from Trust lands rose 3.4%.
- LightPath Technologies, Inc. - Class A (LPTH) · Full Year 2026LPTH — FY2026 Financial Report Analysis
LightPath Technologies grew FY2026 revenue 93% to $71.7 million on a full year of G5 Infrared camera shipments, swinging adjusted EBITDA positive and nearly tripling backlog to $110.9 million, while the reported net loss widened to $20.5 million on a $15.6 million non-cash earnout mark-up triggered by that same outperformance.
- Kewaunee Scientific Corporation (KEQU) · Q1 2026KEQU — Q1 2026 Financial Report Analysis
Kewaunee Scientific's quarter ended July 31, 2026 (fiscal Q1 2027) saw sales fall 6.7% to $66.3 million and diluted EPS drop 44% to $0.58, driven by flat operating costs on lower revenue and an 8.6-point jump in the tax rate rather than margin erosion, while order backlog fell 17.6% year over year but rose $3.1 million from April.
- Hooker Furnishings Corporation (HOFT) · Q2 2026HOFT — Q2 2026 Financial Report Analysis
Hooker Furnishings swung to a $1.3 million operating profit in its quarter ended August 2, 2026, but $4.3 million of one-time IEEPA tariff refunds drove the entire gain while sales fell 8.7% and unit volume fell 10.8%.
- Marathon Bancorp, Inc. (MBBC) · Full Year 2026MBBC — FY2026 Annual Report Analysis
Marathon Bancorp swung from near-breakeven to $1.79M net income in the year ended June 30, 2026 as net interest margin widened 63bps to 3.59% — but a 4.59% return on equity shows the capital raised in its 2025 conversion is still only partly at work.
- Winchester Bancorp, Inc. (WSBK) · Full Year 2026WSBK — FY2026 (Annual) Financial Report Analysis
Winchester Bancorp swung to a $4.4M profit in its first full year as a public company as deposit costs fell and loan yields rose, lifting net interest margin 50bp to 2.55% — but the 10-K discloses the bank is operating outside its board’s own interest-rate-risk limits by choice.
- InnSuites Hospitality Trust Shares of Beneficial Interest (IHT) · Q2 2026IHT — Q2 2026 Financial Report Analysis
InnSuites Hospitality Trust narrowed its fiscal Q2 loss to $297k on 2% revenue growth driven by occupancy rather than rate, but the quarter's defining event is an NYSE American equity-deficiency notice and the $3.0 million related-party debt-for-equity swap done to address it.
- Evolution Petroleum Corporation, Inc. (EPM) · Full Year 2026EPM — FY2026 (Year Ended June 2026) Financial Report Analysis
Evolution Petroleum reported flat production and flat realized prices in fiscal 2026, but swung to a $2.4 million net loss as bank-mandated oil hedges cost $6.07 per barrel during a March price spike and interest expense rose on acquisition debt.
- Aeluma, Inc. (ALMU) · Full Year 2026ALMU — FY2026 Annual Report Analysis
Aeluma ended FY2026 with $56M in cash after heavy equity issuance, but revenue fell 4% to $4.5M, gross margin dropped 24 points, and the net loss tripled to $9.2M.
- Champions Oncology, Inc. (CSBR) · Q3 2026CSBR — Q3 2026 Financial Report Analysis
Champions Oncology grew revenue 8.8% to $15.2 million while cost of revenue actually fell, lifting gross margin 7.6 points to 50.5% — but the entire $1.7 million gross profit gain was consumed by a 67% jump in sales and marketing spend and stock compensation at its new Corellia subsidiary, leaving the operating loss barely changed and cash down to $4.4 million.