| Exact Sciences Corporation |
- Achieved positive free cash flow, signaling a potential profitability turning point (2026-02-10)
|
| Amkor Technology, Inc. |
- Experienced negative earnings growth over the past year, indicating a negative profitability inflection point (2026-02-09)
|
| Intuit Inc. |
- Reported increased profitability and an excellent operating margin over the last year (2026-02-09)
|
| Uber Technologies, Inc. |
- Transitioned from significant cash burn to becoming highly profitable, driven by steady revenue growth and an expanding user base (2026-02-09)
|
| Lumentum Holdings Inc. |
- Projected to experience a significant profitability inflection point over the next couple of years, with profits expected to more than double (2026-02-09)
|
| SentinelOne, Inc. |
- Facing profitability challenges with negative cash flow and weak margins, but shows potential for a turnaround driven by growing business and AI leadership (2026-02-09)
|
| Stride, Inc. |
- EPS grew at a compounded annual rate of 46.4% over five years, outpacing revenue growth and indicating increased per-share profitability (2026-02-09)
|
| Archer-Daniels-Midland Company |
- Experienced a negative profitability inflection point over three years, characterized by revenue declines, low gross margin, and annual EPS dip (2026-02-09)
|
| Morningstar, Inc. |
- Demonstrated a strong profitability inflection point over five years with solid annual revenue growth and a significant EPS increase (2026-02-09)
|
| Seven & i Holdings Co., Ltd. |
- Expected to benefit from a potential two-year suspension of consumption tax on food in Japan, which could significantly enhance profitability (2026-02-09)
|
| Electronic Arts Inc. |
- Reported a Q3 profit decline despite strong revenue, indicating mixed fundamentals limiting upside until margins improve (2026-02-09)
|
| Agilent Technologies, Inc. |
- Earnings growth over the past year exceeded the industry average, indicating a positive profitability inflection point (2026-02-09)
|
| CarMax, Inc. |
- Q3 earnings and revenue beat analyst expectations, despite a year-over-year revenue decrease (2026-02-08)
|
| CSX Corporation |
- Expected to experience a significant profitability inflection point over the next couple of years, with profit projected to grow by 37% (2026-02-08)
|
| Super Micro Computer, Inc. |
- Experiencing declining fortunes as rapid growth is not translating into profits (2026-02-08)
- Achieved a profitability inflection point with positive free cash flow margin and 74.1% annual revenue growth over two years (2026-02-06)
- Gross margins declined in Q2 2025/2026 due to being a price taker and high chip costs, suggesting low-margin business challenges, despite projected 54.9% sales growth for 2026 (2026-02-06)
|
| The Walt Disney Company |
- Direct-to-Consumer (DTC) streaming operations achieved significant operating profit in fiscal 2025, marking a turnaround from previous cumulative losses (2026-02-08)
|
| Insmed Incorporated |
- Projected to reach breakeven and turn profitable by 2027, with an estimated profit of US$170m (2026-02-08)
|
| Align Technology, Inc. |
- Experienced a decline in gross and operating margins in Q4 despite beating volume expectations, indicating a profitability headwind (2026-02-08)
|
| Kratos Defense & Security Solutions, Inc. |
- Experiencing an inflection point with increased earnings stability, margin expansion, and long-term EPS growth due to diversification (2026-02-08)
|
| Delta Air Lines, Inc. |
- Reported $5 billion in profits last year, significantly outperforming a competitor, indicating a strong profitability point (2026-02-07)
|
| Ford Motor Company |
- Model e EV division incurred significant losses in Q3, leading to a strategic shift towards hybrid vehicles, aiming for profitability by 2029 (2026-02-07)
- Concluded 2025 with strong sales performance and market share growth, anticipating a positive earnings report (2026-02-06)
|
| ITT Inc. |
- Experienced net margin compression in FY 2025 but also demonstrated significant revenue growth and strong profitability metrics exceeding industry averages (2026-02-07)
|
| D.R. Horton, Inc. |
- Demonstrated sustained strong financial performance over several years, consistently posting strong revenue and earnings, outperforming competitors (2026-02-07)
|
| PG&E Corporation |
- Demonstrated a significant increase in Return on Capital Employed (ROCE) over five years, indicating improved capital efficiency and profitability (2026-02-07)
|
| Oshkosh Corporation |
- Experienced a 5% drop in profit in 2025 due to rising operating costs, indicating a profit decline (2026-02-07)
|
| Laopu Gold Co., Ltd. |
- Reported triple-digit revenue growth over three years, indicating significant business expansion and implied profitability, partially driven by rising gold prices (2026-02-07)
|
| JD.com, Inc. |
- Experienced a sharp profit drop in Q3 2025 with thin margins, underscoring execution risk (2026-02-07)
|
| AGCO Corporation |
- Reported a return to profitability in FY 2025, but with a significant one-off gain influencing the results, raising questions about sustainability (2026-02-07)
|
| Post Holdings, Inc. |
- Reported a slippage in net profit margins and EPS in Q1 2026, raising questions about future growth forecasts (2026-02-07)
|
| Rivian Automotive, Inc. |
- Projected to achieve gross profit for the full year 2025 (2026-02-07)
- Achieved gross profit in Q4 2024 for the first time and a breakeven gross margin due to higher-margin software-and-services, aiming for full-year gross profit in 2025 (2026-02-06)
|
| H&R Block, Inc. |
- Experienced a negative profitability inflection point over five years, with muted revenue growth, lack of free cash flow, and eroding returns on capital (2026-02-06)
|
| Doximity, Inc. |
- Demonstrated strong financial performance with noteworthy revenue growth and impressive net margin, ROE, and ROA, all surpassing industry averages (2026-02-06)
|
| Flex Ltd. |
- Experienced a negative profitability inflection point over two years with flat sales, low free cash flow margin, and diminishing returns on capital (2026-02-06)
- Demonstrated positive multi-year shareholder returns and net income growth with revised guidance for higher revenue and adjusted EPS, but also experienced challenges with net margin below industry averages (2026-02-05)
|
| Hewlett Packard Enterprise Company |
- Experienced a decline in profitability over two years, with EPS falling despite revenue growth, and a significant drop in free cash flow margin (2026-02-06)
|
| The Estée Lauder Companies Inc. |
- Experienced weak profitability with negative net income, despite generating positive operating cash flow (2026-02-06)
|
| Skyworks Solutions, Inc. |
- Experienced an 18.7 percentage point decline in operating margin over five years due to a disproportionate increase in expenses relative to revenue (2026-02-06)
|
| Meta Platforms, Inc. |
- Projected operating margin to decrease due to significant AI investments, though overall operating income is still expected to grow (2026-02-06)
|
| Analog Devices, Inc. |
- Experienced a 5.4% annual decline in sales over two years due to end-market challenges and below-average returns on capital (2026-02-06)
|
| Match Group, Inc. |
- Experienced a negative profitability inflection point over three years due to intense competition, declining payers, and flat sales forecast (2026-02-06)
|
| Thermo Fisher Scientific Inc. |
- Adjusted operating margin decreased by 8.3 percentage points over five years, raising questions about expense management (2026-02-06)
|
| NVR, Inc. |
- Reported lower net income and EPS for Q4 and FY 2025, with revenue and earnings projected to continue declining (2026-02-06)
|
| Murphy USA Inc. |
- Experienced margin compression in FY 2025, with net margin decreasing, challenging the bullish earnings narrative (2026-02-06)
|
| Amazon.com, Inc. |
- Reported a significant increase in profitability last year, with profits growing by 31% and annual sales by 12% (2026-02-06)
|
| Dolby Laboratories, Inc. |
- Experienced a 2.2 percentage point decline in operating margin over the last year due to increased expenses and muted revenue growth (2026-02-06)
|
| Landstar System, Inc. |
- Experienced a negative profitability inflection point with sales declining and EPS contracting due to end-market challenges and eroding returns on capital (2026-02-06)
|
| Micron Technology, Inc. |
- Experiencing a significant profitability inflection point with soaring revenue and ballooning gross margins due to surging HBM demand and DRAM shortage (2026-02-06)
|
| Royalty Pharma plc |
- Experienced a decrease in efficiency over five years, with its adjusted operating margin falling (2026-02-06)
|
| Alibaba Group Holding Limited |
- Quick commerce business showing significant unit economics improvement, nearing profitability, coupled with robust cloud computing growth, positioning for strong EPS growth (2026-02-06)
|
| NIO Inc. |
- Projected to achieve its first-ever quarterly adjusted operating profit in Q4 2025 (RMB 0.7-1.2 billion), marking a significant turnaround from previous losses due to sustained sales growth, optimized vehicle margin, and cost reduction; aims for full-year profitability in 2026 (2026-02-05)
|
| Enpro Inc. |
- Experienced flat sales over five years, indicating underperformance in sales growth and failure to expand (2026-02-06)
|
| Axon Enterprise, Inc. |
- Experienced increased operating profits over five years, driven by efficiency and leverage on fixed costs (2026-02-06)
|
| Alphabet Inc. |
- Reached a new record high, indicating a positive profitability inflection point attributed to AI investments and strong earnings growth expectations (2026-02-06)
|
| Boyd Gaming Corporation |
- Reported strong profitability metrics in Q4 with high net margin and ROE, indicating efficient operations (2026-02-06)
|
| THOR Industries, Inc. |
- Experienced a negative profitability inflection point over two years, with sales declines, falling EPS, and eroding returns on capital (2026-02-06)
|
| Mueller Water Products, Inc. |
- Reported an improved net profit margin and 45.8% earnings growth over the past year, indicating a positive profitability inflection point (2026-02-06)
|
| McCormick & Company, Incorporated |
- Experienced a decline in profitability with muted revenue growth and below-average returns on capital (2026-02-06)
|
| First Solar, Inc. |
- Experienced a significant profitability inflection point over two years, with annual EPS growth of 71.6% and positive free cash flow, indicating strong market share gains (2026-02-06)
|
| Charles River Laboratories International, Inc. |
- Experienced underperformance in core business profitability and disappointing organic revenue growth over two years, with shrinking returns on capital and flat sales projected (2026-02-06)
|
| Gates Industrial Corporation plc |
- Faces potential profitability challenges due to absence of organic revenue growth, shaky demand, and low ROIC, suggesting a need for acquisitions (2026-02-06)
|
| Automatic Data Processing, Inc. |
- Demonstrated improved profitability over five years, driven by annual revenue growth and robust free cash flow margin (2026-02-06)
|
| Chewy, Inc. |
- Experienced low gross margin over three years due to bad unit economics and steep infrastructure costs (2026-02-06)
- Transitioned from unprofitable to profitable, driven by significant increase in subscription-based recurring shipments and 74% operating income increase in the first nine months of fiscal 2025, with continued profitability expected despite stock decline (2026-02-04, 2026-02-05)
|
| Netflix, Inc. |
- Reached a profitability inflection point with record profit margins and consistently higher free cash flow, transitioning to a mature platform focused on profitability (2026-02-05)
|
| Chipotle Mexican Grill, Inc. |
- Experienced margin compression in 2025 due to macroeconomic pressures and a strategic decision to prioritize customer value over short-term profit (2026-02-05)
- Operating margin declined in Q3 2025 due to higher food and labor costs and a strategy to absorb inflation (2026-02-05)
|
| IonQ, Inc. |
- Future profitability projected to inflect from significant net loss to a sustainable business, driven by rapid revenue expansion (2026-02-05)
|
| Meituan |
- Experienced a net loss in Q3 2025 (or last year) due to substantial investments in instant retail, aggressive discounting, a price war, and subdued consumer sentiment (2026-02-05)
|
| Sumitomo Corporation |
- Reported strong Q3 2026 results with 38.9% earnings growth and improved net profit margin, but future growth is projected to be slower (2026-02-05)
|
| Bio-Techne Corporation |
- Demonstrated strong profitability and effective cost control, achieving an impressive net margin significantly exceeding industry averages (2026-02-05)
|
| Woodward, Inc. |
- Demonstrated increased operating profits over five years due to efficiency and leverage on fixed costs, with significant EPS growth (2026-02-05)
|
| Li Auto Inc. |
- Consistently maintained profitability for a significant period, distinguishing itself from competitors, indicating a strong and sustainable business model (2026-02-05)
|
| MGM China Holdings Limited |
- Reported record-high financial performance for 2025, with increased net revenue and Adjusted EBITDA, and a new high market share, driven by Macau's market expansion and operational efficiency (2026-02-05)
|
| Johnson Controls International plc |
- Demonstrated improved profitability, reporting higher first-quarter profit, increased adjusted EPS outlook, and strong financial metrics surpassing industry peers (2026-02-04, 2026-02-05)
|
| Intuitive Surgical, Inc. |
- Reported strong financial results for FY 2025 with high net income and margin expansion, supporting bullish narratives for long-term growth driven by AI and robot-assisted surgery (2026-02-05)
|
| Atmos Energy Corporation |
- Experienced a positive profitability inflection point, with a 14.5% jump in quarterly profit driven by increased natural gas demand and effective monetization of gas infrastructure (2026-02-05)
|
| Paylocity Holding Corporation |
- Reported strong Q2 results, exceeding expectations with improved profitability metrics (23.6% increase in free cash flow and adjusted EBITDA margins) (2026-02-05)
|
| Bunge Global SA |
- Experienced margin compression in Q4 2025, with basic EPS falling and net margins decreasing, despite exceeding adjusted earnings expectations (2026-02-05)
|
| United Airlines Holdings, Inc. |
- Transitioned from loss to profitability between five and three years ago, with significant EPS growth outpacing share price increase (2026-02-05)
|
| FedEx Corporation |
- Expanding net profit margins faster than competitors, with net income growing by 29% year over year, attributed to successful growth strategy and market share gains (2026-02-05)
|
| Symbotic Inc. |
- Experienced a significant profitability inflection point in fiscal year 2025, marked by increased revenue and gross profit, positioning for continued growth (2026-02-05)
|
| Elevance Health, Inc. |
- Reported a decrease in profit margin in Q3 2025, indicating a negative inflection point (2026-02-05)
|
| Palo Alto Networks, Inc. |
- Experienced operating margin expansion due to a strategic shift towards software-based solutions and success in cross-selling, with software product revenue outpacing overall growth (2026-02-04)
|
| Snap Inc. |
- Reported increased profit in Q4 despite a sales decrease, attributed to delays in a deal (2026-02-04)
|
| Datadog, Inc. |
- Adjusted operating margin contracted due to heavy AI spending, viewed as justified by accelerating revenue growth to capture AI opportunity (2026-02-04)
|
| Alliant Energy Corporation |
- Demonstrates higher profitability with net margins, return on equity, and return on assets outperforming a peer (2026-02-04)
|
| Exelon Corporation |
- Demonstrated earnings growth over the past year exceeding the industry average, expected to continue over the next four years (2026-02-04)
|
| Cognex Corporation |
- Experienced a significant negative profitability inflection point over five years, with adjusted operating margin and free cash flow margin decline due to decreased efficiency and heightened competition (2026-02-04)
|
| EchoStar Corporation |
- Experienced a significant decline in profitability and efficiency metrics in Q3 2025, with revenue decline, negative net margin, ROE, and ROA (2026-02-04)
|
| Amgen Inc. |
- Experienced a significant increase in top-line earnings with a revenue growth rate of 12.4%, though lower than industry peers (2026-02-04)
|
| Corcept Therapeutics Incorporated |
- Experienced a decline in profitability over five years, with adjusted operating margin and free cash flow margin decrease, and EPS falling despite revenue growth (2026-02-04)
|
| Mitsui & Co., Ltd. |
- Reported a decline in net profit margin in Q3 2026, challenging bullish earnings narratives given slow projected future growth (2026-02-04)
|
| Seiko Epson Corporation |
- Demonstrated margin stability in Q3 2026, with earnings growth projected to outpace revenue growth, indicating improving profitability (2026-02-04)
|
| Toast, Inc. |
- Achieved full-year GAAP profitability in 2024 and strong Q2 2025 results, transitioning to sustainable profitability with an expanding product suite and recurring revenue (2026-02-04)
|
| Lucid Group, Inc. |
- Reported continued unprofitability in Q3 2025, with deepening net losses, free cash flow losses, and a high negative gross margin due to rising costs outpacing revenue, leading to rapidly depleting cash reserves (2026-02-04)
|
| Samsara Inc. |
- Experienced increased operating profits over the last year driven by efficiency, though its net margin remains below industry averages, indicating profitability challenges (2026-02-04)
|
| Manhattan Associates, Inc. |
- Demonstrated an improvement in its gross margin over the last year, representing a positive trend for profitability and free cash generation (2026-02-04)
|
| Expeditors International of Washington, Inc. |
- Experienced a decline in profitability over two years, characterized by low gross margin, below-industry revenue growth, and shrinking returns on capital due to competitive dynamics (2026-02-04)
|
| PepsiCo, Inc. |
- Operating margin declined over the last year due to an increase in day-to-day expenses relative to revenue (2026-02-04)
|
| CMS Energy Corporation |
- Beat EPS estimates in Q3 2025, leading to a share price increase (2026-02-04)
|
| Hims & Hers Health, Inc. |
- Demonstrated improved profitability over five years, attributed to historical investments yielding returns and increased free cash flow margin (2026-02-04)
|
| Lantheus Holdings, Inc. |
- Demonstrated strong financial performance over five years, with annual revenue growth and a significant increase in free cash flow margin (2026-02-04)
|
| Old Dominion Freight Line, Inc. |
- Focusing on maximizing operating efficiencies and reducing discretionary spending, expected to lead to improved net margins and profitability (2026-02-04)
|
| Lennox International Inc. |
- Operating margin increased over five years due to sales growth and operating leverage, with EPS growing faster than revenue (2026-02-04)
|
| Microchip Technology Incorporated |
- Reported a positive EPS surprise in Q3 2025, though share price dropped (2026-02-04)
|
| Global-E Online Ltd. |
- Achieved GAAP profitability in Q4 2024 and projects full-year GAAP profitability for 2025, marking an inflection point (2026-02-04)
|
| Copart, Inc. |
- Operating margins expanded in Q4, surpassing prior-year levels, indicating strong operational performance (2026-02-04)
|
| Republic Services, Inc. |
- Demonstrated a strong profitability inflection point over five years, characterized by impressive operating margin and turbocharged profits due to fixed cost leverage (2026-02-04)
|
| Caterpillar Inc. |
- Experienced flat sales over two years, indicating end-market challenges impacting its products and services (2026-02-04)
|
| AECOM |
- Experienced a decline in profitability over two years, with a decline in backlog, below-industry operating margin, and forecasted revenue decline (2026-02-04)
|
| Altria Group, Inc. |
- Smokeable products segment experienced increased operating companies income despite decreased shipment volume, driven by higher pricing and lower charges (2026-02-04)
|
