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Unpacking Doximity’s (DOCS) Q4 Numbers
Guidance disappoints and temporary factors still at play
15 hrs ago
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Unpacking Doximity’s (DOCS) Q4 Numbers
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DNOW’s (DNOW)- Q1 More Optical than Operational
More unsustainable benefits may explain uninspiring guidance
Jun 6
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DNOW’s (DNOW)- Q1 More Optical than Operational
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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
Jun 3
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Prestige Consumer Healthcare (PBH) Tops EPS, but the Details Tell a Less Impressive Story
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May 2025
Behind OSI Systems’ (OSIS) Q3 Numbers
The accounting-related benefits continue
May 29
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Behind OSI Systems’ (OSIS) Q3 Numbers
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Healthcare Services Group (HCSG)- Has Anything Really Changed?
HCSG's Q1 beat driven by one-timers, not fundamentals
May 23
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Healthcare Services Group (HCSG)- Has Anything Really Changed?
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Chart Industries Inc (GLTS)- Q1’25 Earnings Quality Update
More accounting-related benefits on display in Q1
May 21
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Chart Industries Inc (GLTS)- Q1’25 Earnings Quality Update
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Quest Diagnostics Inc. (DGX): Growing- but at What Cost?
Growth through acquisition, plus a low-quality beat
May 16
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Quest Diagnostics Inc. (DGX): Growing- but at What Cost?
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Mondelez (MDLZ)- We See Why It Didn’t Raise Guidance
Much of the Q1 beat disappears after closer scrutiny
May 14
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Mondelez (MDLZ)- We See Why It Didn’t Raise Guidance
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ResMed Inc (RMD)- Q3’25 Update
Concerns remain despite the market’s enthusiasm
May 9
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ResMed Inc (RMD)- Q3’25 Update
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Enovis (ENOV)- Problems with Its Growth Through Acquisition Strategy
Undercounted acquisition costs, overpayments, unrealistic adjustments, and more
May 6
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Enovis (ENOV)- Problems with Its Growth Through Acquisition Strategy
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Synopsis Inc (SNPS)- Q1’25 Red Flags
The quality of Q1’25’s growth looked suspect to us
May 2
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Synopsis Inc (SNPS)- Q1’25 Red Flags
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April 2025
Acuity Brands Inc. (AYI)- More Problems Emerge in Q2'25
Warranty issue persists but new concerns come into view
Apr 29
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Acuity Brands Inc. (AYI)- More Problems Emerge in Q2'25
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