Archive - A Peek Behind the Numbers

June 2025

Kenvue Inc (KVUE)- Riding the Initial Wave of the Spine-Off

Temporary tailwinds may give way to operational headwinds

Jun 27 •

Behind the Numbers

Zimmer Biomet (ZBH)- Is 11.5 the "Real" PE?

Getting behind non-GAAP adjustments to the company’s real earnings power

Jun 25 •

Behind the Numbers

Behind Jamf Holding's Numbers (JAMF)

Warning signs on revenue quality and stock option dependence

Jun 22 •

Behind the Numbers

Enovis (ENOV)Corporation: Growth, But at What Cost?

EPS surprise overshadowed by revenue miss, guidance cut, and accounting flags

Jun 18 •

Behind the Numbers

Artivion’s (AORT) Q1- Better Than Feared, But Suspect Quality

Clearing a lowered hurdle with unsustainable benefits

Jun 13 •

Behind the Numbers

Unpacking Doximity’s (DOCS) Q4 Numbers

Guidance disappoints and temporary factors still at play

Jun 12 •

Behind the Numbers

DNOW’s (DNOW)- Q1 More Optical than Operational

More unsustainable benefits may explain uninspiring guidance

Jun 6 •

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

Jun 3 •

Behind the Numbers

May 2025

Behind OSI Systems’ (OSIS) Q3 Numbers

The accounting-related benefits continue

May 29 •

Behind the Numbers

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