A Peek Behind the Numbers

A Peek Behind the Numbers

Home
Notes
Archive
About
Unpacking Doximity’s (DOCS) Q4 Numbers
Guidance disappoints and temporary factors still at play
 • 
Behind the Numbers
DNOW’s (DNOW)- Q1 More Optical than Operational
More unsustainable benefits may explain uninspiring guidance
 • 
Behind the Numbers
Prestige Consumer Healthcare (PBH) Tops EPS, but the Details Tell a Less Impressive Story
Earnings Beat Boosted by Accounting Factors as Organic Growth Guidance Disappoints
 • 
Behind the Numbers

May 2025

Behind OSI Systems’ (OSIS) Q3 Numbers
The accounting-related benefits continue
 • 
Behind the Numbers
Healthcare Services Group (HCSG)- Has Anything Really Changed?
HCSG's Q1 beat driven by one-timers, not fundamentals
 • 
Behind the Numbers
Chart Industries Inc (GLTS)- Q1’25 Earnings Quality Update
More accounting-related benefits on display in Q1
 • 
Behind the Numbers
Quest Diagnostics Inc. (DGX): Growing- but at What Cost?
Growth through acquisition, plus a low-quality beat
 • 
Behind the Numbers
Mondelez (MDLZ)- We See Why It Didn’t Raise Guidance
Much of the Q1 beat disappears after closer scrutiny
 • 
Behind the Numbers
ResMed Inc (RMD)- Q3’25 Update
Concerns remain despite the market’s enthusiasm
 • 
Behind the Numbers
Enovis (ENOV)- Problems with Its Growth Through Acquisition Strategy
Undercounted acquisition costs, overpayments, unrealistic adjustments, and more
 • 
Behind the Numbers
2
Synopsis Inc (SNPS)- Q1’25 Red Flags
The quality of Q1’25’s growth looked suspect to us
 • 
Behind the Numbers

April 2025

© 2025 Behind the Numbers
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture