A Peek Behind the Numbers

A Peek Behind the Numbers

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Abbott’s (ABT) Q2 Setback- Were There Warning Signs?
Our earnings quality concerns going into the quarter, and what to look for in the upcoming 10-Q
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Behind the Numbers
Samsara Inc. (IOT)- Valuation vs. Reality
Investors should pay attention to these earnings quality trends in Q2
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Behind the Numbers
Carvana (CVNA)- The Paper Profit Turnaround
Investors should be questioning the sustainability of recent profit growth
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Behind the Numbers
1
Certara (CERT): The Red Flags Abound
Growth through acquisitions, shifting KPIs, material weaknesses, and an auditor change
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Behind the Numbers
CSG Systems' (CSGS)- Strained Model
Behind the model risks and suspect quality of recent growth
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Behind the Numbers

June 2025

Kenvue Inc (KVUE)- Riding the Initial Wave of the Spine-Off
Temporary tailwinds may give way to operational headwinds
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Behind the Numbers
Zimmer Biomet (ZBH)- Is 11.5 the "Real" PE?
Getting behind non-GAAP adjustments to the company’s real earnings power
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Behind the Numbers
Behind Jamf Holding's Numbers (JAMF)
Warning signs on revenue quality and stock option dependence
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Behind the Numbers
Enovis (ENOV)Corporation: Growth, But at What Cost?
EPS surprise overshadowed by revenue miss, guidance cut, and accounting flags
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Behind the Numbers
Artivion’s (AORT) Q1- Better Than Feared, But Suspect Quality
Clearing a lowered hurdle with unsustainable benefits
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Behind the Numbers
Unpacking Doximity’s (DOCS) Q4 Numbers
Guidance disappoints and temporary factors still at play
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Behind the Numbers
DNOW’s (DNOW)- Q1 More Optical than Operational
More unsustainable benefits may explain uninspiring guidance
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Behind the Numbers
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