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Report Title PDF Companies Publish Date
2Q20 Wrap: Staying Focused on L-T Growth Strategy Despite Ongoing C-19 Impa... PDF EHC 07/28/2020
A.M. Update: 2Q In-Line with Pre-Release; Strong Momentum; Acquisition Pend... PDF ABG 07/28/2020
Afternoon Research Summary PDF 07/28/2020
AMED 2Q20 Initial: Reports 2Q Headline Beats & Reissues 2020 Guidance PDF AMED 07/28/2020
CSGP 1st Look: Rev/EPS Beat; OK Bkings; Traffic > Pre-Virus; '20 Guide &... PDF CSGP 07/28/2020
CSGP Call: Much Higher Resilience Esp Suite/Loop/STR; Guide Mutes CRE Mkt F... PDF CSGP 07/28/2020
Early Results of SGB Acquisition Appear Favorable; Increasing PT to $26 PDF FBMS 07/28/2020
Earnings Outlook More Challenging as NIM Falls 40bp Q/Q - Reducing Est. and... PDF FULT 07/28/2020
First Look at 2Q Beat: 3Q Guide Just Shy of Consensus; In-Line w/ Our Estim... PDF OMCL 07/28/2020
First Look at 2Q20 PDF NOV 07/28/2020
First Look at 2Q20: Solid Adjusted EPS Beat & Provides Inline 2020 Guid... PDF WAB 07/28/2020
First Look at DENN F2Q20 Earnings PDF DENN 07/28/2020
First Look at MCD 2Q20 Earnings PDF MCD 07/28/2020
First Look at SBUX F3Q20 Earnings PDF SBUX 07/28/2020
First Look: 2Q20 Earnings Call Takeaways PDF NOV 07/28/2020
First Look: 2Q20 Results Beat Consensus by a Mile PDF USX 07/28/2020
First Look: DXCM Delivers PDF DXCM 07/28/2020
First Look: Higher Revenue and Lower Provision Drive Solid EPS Beat PDF DCOM 07/28/2020
First Look: NEO 2Q20 PDF NEO 07/28/2020
First Look: OCBI 2Q20 Results PDF OCBI 07/28/2020
First Look: Post Big 2Q Beat On Strong Air Results & Good Cost Controls... PDF CHRW 07/28/2020
First Look: SONA 2Q20 Results PDF SONA 07/28/2020
Increasing Price Target as High-Growth Opportunity Set to Inflect Again in ... PDF DXCM 07/28/2020
Initial Look: Solid 2Q20 Results; 2H20 Volumes Tracking PDF MTDR 07/28/2020
Mid-Day Research Summary PDF 07/28/2020
Morning Research Summary PDF 07/28/2020
NEO 2Q20 Wrap Up: Reit. OW-Vol./$40 PT PDF NEO 07/28/2020
PKG 2Q20 First Look PDF PKG 07/28/2020
Primed to Move; Latest Thoughts + 2Q20 Preview PDF BKI 07/28/2020
Reports Solid 2Q Results & Guides Above Consensus For FY20; Reiterate O... PDF TFII-CA 07/28/2020
Revenue Misses the Mark in 2Q20; Closer to Profitability Inflection Point PDF TCF 07/28/2020
Stable Credit; Strong Core Profitability Trends Starting to Emerge PDF IBTX 07/28/2020
Thesis Intact Post 2Q20 Earnings - Maintain OW Rating and P/T PDF UVSP 07/28/2020
Tweaking Estimates Following 2Q Results; Near-Term Pipeline Solid PDF OCBI 07/28/2020
USAK 2Q Recap PDF USAK 07/28/2020
V 3QFY20 1st Look: Volume Trends Improving Through July; Nice Cost Control PDF V 07/28/2020
Weekly Commodity Monitor (7/28/20) PDF 07/28/2020
1st Look at 2Q20: Stable Credit; Mortgage Drives PPNR Beat PDF IBTX 07/27/2020
2Q20 Cloud Communications Preview; Coverage Vignettes PDF 07/27/2020
2Q20 Initial: Revs & Adjusted EBITDA Above Street; EPS a Tad Light PDF EHC 07/27/2020
Adjust Quarterly EPS Progression Ahead of 2Q20 Print; Quick Thoughts on Sto... PDF CI 07/27/2020
Aftermarket Auto 2Q20 Earnings Preview PDF 07/27/2020
Afternoon Research Summary PDF 07/27/2020
Credit Slip Driven by Energy Portfolio; Maintain $10 PT/EW Rating PDF CFB 07/27/2020
Diverse Business Model Drives Strong 2Q Results; Remain EW PDF TOWN 07/27/2020
Encouraging Credit Trends but NIM in Long-Term Vice - Adj. Est. and P/T PDF PBCT 07/27/2020
EPS and PPNR Upside in 2Q20, At-Risk Loans Fall to 6.6% PDF LKFN 07/27/2020
Fees Boost EPS With Core ACL Now Over 1.00%; Maintain EW Rating PDF MSBI 07/27/2020
First Look - EPS Beat as NIM and Fee Income Decline Offset by Expenses PDF CBU 07/27/2020
First Look - Lower Expenses and LLP Drive Solid EPS Beat PDF NBTB 07/27/2020
First Look At 2Q20 Beat PDF USAK 07/27/2020
First Look: 21% Divi Yield + Excellent 2020 Loss Guide + Beating Bull Case ... PDF OMF 07/27/2020
First Look: HBMD 2Q20 Results PDF HBMD 07/27/2020
First Look: Reports Significant 2Q20 Upside Relative To Expectations PDF TFII-CA 07/27/2020
First Look: TCF 2Q20 Results PDF TCF 07/27/2020
First Look: Transformational Deal in Place With Optimal Blue PDF BKI 07/27/2020
Golf Equipment 2Q20 Earnings Preview PDF 07/27/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 07/27/2020
Growth Outlook Remains Solid; Maintaining OW Following 2Q PDF CBNK 07/27/2020
Hertz Raises Car Prices 20bps Wk/Wk, 6% Discount To Dealerships PDF 07/27/2020
Initiating DNB at OW: Strong Prods+Value-Driving Mgt Team+Investment Should... PDF DNB 07/27/2020
Loan Fees and Cost Controls Drive PPNR Beat; Maintain EW Rating / $12 PT PDF BSVN 07/27/2020
Maintain OW Rating Following 2Q PPNR Beat and Solid Deferral Commentary PDF WSBC 07/27/2020
Maintaining Equal-Weight Following 2Q20 Results PDF WBS 07/27/2020
Maintaining Overweight Following In-Line 2Q Results PDF AMNB 07/27/2020
Mid-Day Research Summary PDF 07/27/2020
Morning Research Summary PDF 07/27/2020
Noteworthy Nuggets from EHC's Updated Investor Slide Deck PDF EHC 07/27/2020
Peer Leading Profitability Continues; Increasing EPS Forecasts; PT now $30 PDF FFIN 07/27/2020
Preview Call Starting In 30 Minutes; 2Q20 Cloud Communications Presentation... PDF 07/27/2020
Quick Look at Key HC Services Provisions in Latest Senate C-19 Package PDF 07/27/2020
Recovery in Milk Price Futures Important; Commercial Deferrals on the Decli... PDF ICBK 07/27/2020
Restaurant Weekly: 7/27 PDF 07/27/2020
Risk Rating Migration/CECL Drives 2Q Loss; Maintain EW PDF WSFS 07/27/2020
RRC: Adjusting Estimates Following 2Q20 Update PDF RRC 07/27/2020
SASR Posts Solid Results in First Quarter Following REVB Acquisition PDF SASR 07/27/2020
Stable NIM in a Tough Environment - Increasing Estimates and P/T PDF STL 07/27/2020
Strong 2Q Results But Investor Skepticism on Reserve May Limit Shares From ... PDF CHCO 07/27/2020
Strong Mortgage Banking Drives 2Q Beat; Remain EW Due to Valuation PDF UBSI 07/27/2020
Thesis Remains in Tact Following 2Q20 Results PDF CIVB 07/27/2020
Trouble Is Brewing for the Consumer; Implications for Restaurants PDF 07/27/2020
Trump Rebate EO Survives the Chopping Block in Last Minute Decision on Frid... PDF 07/27/2020
UHS 2Q20 Initial: Revs & EBITDA Beat Across Both Acute Care & BH Se... PDF UHS 07/27/2020
Updating Estimates For MATX & KEX Ahead Of 2Q20 Reports PDF 07/27/2020
Updating Forecast For Solid 2Q20 Results PDF GNTY 07/27/2020
Updating Forecasting and Increasing PT to $18; Maintain OW Rating PDF TSC 07/27/2020
Updating MOH Model for Recent Contract Activity / C-19 Quarterly EPS Impact... PDF MOH 07/27/2020
Weekly: BLFS, CDMO, CTLT, CYRX, RGEN, TECH PDF 07/27/2020
Well-Positioned for the Path Ahead - Adj. Estimates and Remain O/W PDF OCFC 07/27/2020
2Q20 Review; Stable-to-Improving Credit - $20 mil. of PPP Fees Expected PDF BY 07/24/2020
Afternoon Research Summary PDF 07/24/2020
Commercial Fears Weighing on the Stock; Probably Overdone at this Stage PDF FAF 07/24/2020
Credit Trends Move in the Right Direction; Continue to Watch Franchise Loan... PDF FFBC 07/24/2020
Downgrading to EW/V; Deserved Re-Rate But Seeing Limited Upside from Here PDF CLGX 07/24/2020
First Look - 2Q20 Beat on Provision While NIM Declines - Deferrals Down in ... PDF OCFC 07/24/2020
First Look at 2Q20 Results PDF SLB 07/24/2020
First Look: Beat On Lower Credit Provisions Than Guide; 2Q Fundamentals Mis... PDF AXP 07/24/2020
First Look: FFBC 2Q20 Results PDF FFBC 07/24/2020
First Look: UBSI 2Q20 Results PDF UBSI 07/24/2020
First Look: WSFS 2Q20 Results PDF WSFS 07/24/2020
Friendliest Creditors In The World; More Buybacks, Worse Net Worth PDF WRLD 07/24/2020
Good PPNR Driven by Loan Growth; Increasing EPS Forecasts PDF OZK 07/24/2020
Highlight from EPS Reports This Week: Quantifying the COVID-19 Opportunity PDF 07/24/2020
Increasing Est. Following Solid 2Q; Investigation Risk Keeps Us Equal-Weigh... PDF EGBN 07/24/2020
Increasing Estimates Following 2Q as AUB Takes the Hatchet to Expenses PDF AUB 07/24/2020
Internet, Video and Online Gambling Coverage Update PDF 07/24/2020
Looking Past All the Near-Term Noise; Bigger Picture Path Remains Intact PDF FITB 07/24/2020
Mid-Day Research Summary PDF 07/24/2020
Morning Research Summary PDF 07/24/2020
Questions On Reserve Level But Encouraged On Forbearance And Spend Trends PDF AXP 07/24/2020
Right Mix of PPNR Upside and Better Credit Trends Positive for Sentiment PDF HBAN 07/24/2020
Sharp High Margin Commercial Declines Yet Record-Type Results; Nod to New M... PDF STC 07/24/2020
Solid 2Q with Strong Fees and Improved Credit - Remain Overweight PDF VLY 07/24/2020
Stepdown in NIM; Deferral Trends Encouraging PDF ASB 07/24/2020
Stephens Weekly Rail Update (Ended 7/18/20) PDF 07/24/2020
Taking Up EPS On Better Card Balances And A Longer Time For Loss Emergence PDF DFS 07/24/2020
Three More Online Deposit Rate Cuts This Week: Deposit Rate Tracker PDF 07/24/2020
TSCO Reports 2Q20; Raising Estimates & PT as Market Share Continues; Re... PDF TSCO 07/24/2020
Updating Model to Exclude MCC From Our Formal Estimates; Raise PT to $83 PDF MGLN 07/24/2020
Updating our Model Post 2Q20 Earnings PDF SLB 07/24/2020
Valuation Presents Oppy for Long-Term Investors, But Two Things Keep Us EW PDF BJRI 07/24/2020
Weekly Fuel Report (7/24/20) PDF 07/24/2020
1st Look at 2Q20 Results: Good EPS Beat; Revenue Miss from NII Headwinds PDF TSC 07/23/2020
1st Look at 2Q20 Results: Impressive Revenue Trends; PPNR ROA >2.7% PDF FFIN 07/23/2020
1st Look at 2Q20: PPNR Beat Driven by Mortgage Tailwinds; ACL Ratio Builds PDF OBNK 07/23/2020
2Q Stewart Title Results: Very Positive FICO Read, Slightly Positive CSGP ... PDF 07/23/2020
2Q20 Adj. EPS Miss & Impairment Charge; Pushing Harder on Cost Initiati... PDF TRN 07/23/2020
2Q20 EPS Beat; Guidance for OR Improvement in 2020 Despite ~10% Volume Decl... PDF UNP 07/23/2020
2Q20 EPS Review: Another EPS Beat; Quality and Consistency Visible Again PDF SYBT 07/23/2020
2Q20 Industry Railcar Data: Backlog Falls 15% Sequentially PDF 07/23/2020
2Q20 Results Relatively In Line; TL Conversion Story Will Take Time; Remain... PDF CSX 07/23/2020
2Q20 Well Ahead of Street From Successful Cost Cuts; Remain Overweight PDF RUSHA 07/23/2020
3Q Guide Looks Conservative & Biz Set For Inflection As TL Cycle Turns;... PDF LSTR 07/23/2020
97bps ROA in 2Q20 Not too Shabby; Maintain EW PDF FRME 07/23/2020
A.M Update: 2Q Beats Almost Four-Fold; Digital Investments Drive Efficienc... PDF AN 07/23/2020
Afternoon Research Summary PDF 07/23/2020
As TL Market Tightens, Brokerage Trends Near Inflection Point; Reiterate OW... PDF ECHO 07/23/2020
Behavioral M&A Activity Slowed As Expected in 2Q20 Amidst C-19 Disrupti... PDF 07/23/2020
Buy On Weakness: 2Q Fundamentals Strong, Credit Well Reserved, Outlook Posi... PDF SLM 07/23/2020
Cash Trumps Mkt. Share in a Downturn; Tech. Will Win the Next Cycle; Reit. ... PDF BOOM 07/23/2020
Cloud Communications 2Q Preview | MONDAY | July 27 | 1:00pm ET/12:00pm CT PDF 07/23/2020
Digital Gains Are a Real Positive, But Margin Pressures Will Linger Near-Te... PDF CMG 07/23/2020
E&P 2Q Earnings Preview Addendum: MUR + PXD PDF 07/23/2020
EFX Call: 2Q Mortgage Better Than Expected/July Still +35%; Pos For FICO FY... PDF EFX 07/23/2020
First Look - NIM Decline and Elevated Provision Drives 2Q Miss PDF UVSP 07/23/2020
First Look - Solid 2Q Results as Core NIM Stable and Asset Quality Trends O... PDF STL 07/23/2020
First Look at 2Q20 Results PDF PTEN 07/23/2020
First Look at BJRI F2Q20 Earnings PDF BJRI 07/23/2020
First Look at OZK 2Q20 Results: Solid PPNR; ALL Ratio Now 1.59% PDF OZK 07/23/2020
First Look: 2Q20 EPS Beat; Guidance for OR Improvement in 2020 PDF UNP 07/23/2020
First Look: AMNB 2Q20 Results PDF AMNB 07/23/2020
First Look: AUB 2Q20 Results PDF AUB 07/23/2020
First Look: Beat Us And Street On Credit Reserve Ratio, Card Rev Miss PDF ADS 07/23/2020
First Look: BY 2Q20 Results PDF BY 07/23/2020
First Look: CBNK 2Q20 Results PDF CBNK 07/23/2020
First Look: EGBN 2Q20 Results PDF EGBN 07/23/2020
First Look: EPS Miss From Higher Credit Provision; Very Conservative Macro PDF SLM 07/23/2020
First Look: FITB 2Q20 Results PDF FITB 07/23/2020
First Look: FRME 2Q20 Results PDF FRME 07/23/2020
First Look: FWRD Makes 2Q20 Pre-Announcement PDF FWRD 07/23/2020
First Look: HBAN 2Q20 Results PDF HBAN 07/23/2020
First Look: Miss On Credit Provision Guide, But Higher Card Balances A Posi... PDF DFS 07/23/2020
First Look: NIM Miss With Improvement in Deferrals PDF WBS 07/23/2020
First Look: SASR 2Q20 Results PDF SASR 07/23/2020
First Look: TSCO Reports 2Q20 Beat & Guides 3Q Ahead of Consensus PDF TSCO 07/23/2020
First Look: WSBC 2Q20 Results PDF WSBC 07/23/2020
Four-Fold EPS Beat; Digital Capabilities to Enable Reduced Cost Structure; ... PDF AN 07/23/2020
Increasing Est. Following Solid 2Q - Maintain P/T and Equal-Weight Rating PDF BMTC 07/23/2020
Increasing Price Target to $245 As Momentum Builds Exiting Quarter PDF ALGN 07/23/2020
June '20 Contract Awards: LTM Highway Awards Show Modest Growth PDF 07/23/2020
Long-Term Deferral Questions - Here's Some OCC Literature That May Help PDF 07/23/2020
Lowering 2020 EPS On More Subdued Second-Half Pawn And Retail Expectations PDF FCFS 07/23/2020
Mid-Day Research Summary PDF 07/23/2020
Morning Research Summary PDF 07/23/2020
NCOs Remain Elevated; ACL Ratio Build Continues; Maintain EW Rating / $33 P... PDF TCBI 07/23/2020
PDGM / C-19 Slowed Home Health M&A in 2Q20; Record Hospice Deal Flow Co... PDF 07/23/2020
PPNR Strength and ACL Build Stood out in 2Q20; New PT is $50 PDF WTFC 07/23/2020
Raising Ests On Better Loan Balances, Some Fundamental Tailwinds From 2Q20 PDF ADS 07/23/2020
See TEMN Improving US Digital/Core Mkt Position; FIS/FISV/JKHY/QTWO Implica... PDF 07/23/2020
Street Shrugs Off Big Beat, But Upside Remains As TL Cycle Continues to Inf... PDF KNX 07/23/2020
Strong 2Q Beat; Firing on All Cylinders; Raising Estimates and PT to $248 PDF LAD 07/23/2020
Strong Revenue Trends; PPNR ROA Shines; Maintain PT of $29/OW Rating PDF OBNK 07/23/2020
SUM 2Q20 Recap; Adjusting Estimates and Price Target to $19; Reiterate EW PDF SUM 07/23/2020
Trump Executive Orders on Drug Pricing Not Likely to Include Rebate Rule PDF 07/23/2020
UHS Flash Preview - Revising Model on Read-Through's From HCA's 2Q20 Print PDF UHS 07/23/2020
Updating EPS Forecast Following Solid 2Q20 PPNR Results; Increasing PT to $... PDF BOKF 07/23/2020
Updating our Model Post 2Q20 Earnings PDF PTEN 07/23/2020
World Pulp Statistics - June 2020 PDF 07/23/2020
2Q20 Initial; HCA's Results Much Better Than Feared Amidst the Fog of C-19 PDF HCA 07/22/2020
2Q20 Wrap: Resetting Model Higher on Profoundly Stronger Quarterly Results PDF HCA 07/22/2020
Afternoon Research Summary PDF 07/22/2020
Credit Takes a Step Backwards; PPNR ROA Remains ~2.0%; Maintain OW Rating PDF CADE 07/22/2020
EFX 2Q 1st Look: USIS/EWS Post Big Beats; Mortgage Better Than Thought; FIC... PDF EFX 07/22/2020
EPS & PPNR Upside in 2Q20; Lowering 2H20 Outlook PDF KEY 07/22/2020
EPS Guide Back To Pre-COVID Levels; Predictable Cashflows, Pandemic Or Not PDF NAVI 07/22/2020
First Look 2Q20: Credit Migration Continues; ACL Builds to 2.7%; PPNR Slows... PDF CADE 07/22/2020
First Look at 2Q20 Beat; 2020 Guidance Raised PDF IQV 07/22/2020
First Look at 2Q20 Results PDF BKR 07/22/2020
First Look at CMG 2Q20 Results PDF CMG 07/22/2020
First Look: 2Q Exceeds Consensus, Just More Modestly Than Modeled PDF ALGN 07/22/2020
First Look: 2Q Results Relatively In Line; Guides 3Q20 EPS Above Consensus PDF LSTR 07/22/2020
First Look: 2Q20 Adj. EPS Beat; Guidance to Grow 2020 Adj. EPS Y/Y PDF CP 07/22/2020
First Look: 2Q20 Adjusted EPS Miss; Frac Sand Cars Drive Impairment Charge PDF TRN 07/22/2020
First Look: 2Q20 EPS Relatively In line PDF CSX 07/22/2020
First Look: Conference Call Takeaways & Read Throughs PDF BKR 07/22/2020
First Look: EPS Beat On Expenses; Retail Sales Begin To Slow PDF FCFS 07/22/2020
First Look: FMBI 2Q20 Results PDF FMBI 07/22/2020
First Look: June EHS Jumps +21% Seq.; Recovery Momentum Still There PDF 07/22/2020
First Look: KEY 2Q20 Results PDF KEY 07/22/2020
First Look: Material 2Q20 Beat; Nice Read to the Other Title Stocks PDF STC 07/22/2020
First Look: Reports 2Q Beat; Guides 3Q Rev Above Cons, July NR Mgns Pressur... PDF ECHO 07/22/2020
First Look: Reports Strong 2Q Results, Issues Above Consensus FY20 EPS Guid... PDF KNX 07/22/2020
First Look: Solid EPS Beat on Better Truck Sales, P&S and SG&A Cuts... PDF RUSHA 07/22/2020
Good Credit Performance; Taking NII Lower On Yield And Mixed Growth Outlook... PDF SYF 07/22/2020
Impressive Mortgage Fees Drive PPNR Beat; Increasing PT to $25 PDF BXS 07/22/2020
Increasing EPS Forecasts Following 2Q20 Results; Maintain PT of $23 PDF HWC 07/22/2020
Lower Op Ex / LLP Expense Drives EPS Beat; Increasing PT to $15 PDF STXB 07/22/2020
Mid-Day Research Summary PDF 07/22/2020
Mineral and Royalty 2Q20 Preview + '21 Cash Distribution Sensitivities PDF 07/22/2020
Morning Research Summary PDF 07/22/2020
Morning Update: 2Q EPS More Than 2X Consensus; We Think Momentum Carries PDF LAD 07/22/2020
MUSA Reports 2Q20; Revising Estimates & PT; Reiterate OW(Vol.) Rating PDF MUSA 07/22/2020
NII Headwinds Likely to Continue Due to Strategic Loan Run-Off PDF SFNC 07/22/2020
NIM Tailwinds Likely in 2H20/2021; Increasing Price Target to $34 PDF TBK 07/22/2020
Positive PPNR in 2Q20; Continue to Watch Several Portfolios PDF EQBK 07/22/2020
Readthrough From TMO 2Q Report: + Read to Bioproduction and Pharma Services... PDF 07/22/2020
Solid 2Q20 Beat; Successfully Flexing Cost Structure Via the PSR Model PDF CP 07/22/2020
Solid Beat & Raise as Early COVID Impacts Prove More Muted; Raising TP ... PDF IQV 07/22/2020
Solid Position In A Tough Backdrop; Updated Thoughts & Estimates For SA... PDF SAFM 07/22/2020
Stable Credit Trends With PPNR Headed Lower; Maintain OW Rating PDF FMBI 07/22/2020
Top Line Growth Story Remains Intact - Updating Estimates and P/T - Remain ... PDF SBNY 07/22/2020
Updating Our Model Post 2Q20 Earnings PDF BKR 07/22/2020
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