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Thursday Uniform Accounting Analysis: every issue

Thursday deep dives that strip the distortions out of as-reported numbers to show what a company really earns. All 204 issues, newest first. See the series page.

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2026

• Vagueness can hinder you from landing clients. Here’s why…Jun 18, 2026
• Investors are underestimating this gaming giantMay 28, 2026
• The bond market could dictate the direction of the AI bull runMay 21, 2026
• This meme stock is making headlines for attempting an ambitious acquisitionMay 14, 2026
• This EV stock is cheap for a reasonMay 7, 2026
• This networking provider is set to benefit from continued reliance on the cloudApr 30, 2026
• As-reported numbers hide this pure-play water solutions firm’s profitabilityApr 23, 2026
• This used-car retailer needs outside help to turn its business aroundApr 16, 2026
• This defense technology firm is a beneficiary of increased defense spendingApr 9, 2026
• The current war in Iran is fueling this fertilizer firm’s gainsApr 2, 2026
• Investors underestimate just how profitable this SaaS firm isMar 26, 2026
• Investors could see a change in quarterly reporting standards soonMar 19, 2026
• This embattled aircraft manufacturer still faces a long recoveryMar 12, 2026
• As-reported numbers are underestimating the upside potential of this AI enablerMar 5, 2026
• The race for Warner Bros. continues to unfoldFeb 26, 2026
• This consumer staples firm may no longer be the safe play it used to beFeb 19, 2026
• The best investments today are the firms powering the AI boomFeb 12, 2026
• The M&A wave has finally made its way to the oil & gas industryFeb 4, 2026
• Boeing’s recovery could bring upside to this aerospace equipment manufacturerJan 28, 2026
• Global uncertainty is driving this “safe haven” asset to record highsJan 22, 2026
• This telecoms firm is poised to benefit from the sunsetting of copper linesJan 15, 2026
• Mergers are back in full force after years of restricted deal flowJan 7, 2026

2025

• Internal combustion engines are here to stay and this company is positioned to benefitDec 18, 2025
• Netflix’s acquisition of Warner Bros. isn’t a done deal yetDec 11, 2025
• This streaming giant is making a play for this media conglomerate’s streaming assetsDec 4, 2025
• As-reported financials are hiding just how profitable this bus maker isNov 20, 2025
• Despite delivering strong returns, this data center firm’s stock tumbledNov 13, 2025
• This popular diner is going private in a deal valued at over $600 millionNov 6, 2025
• This meme stock’s shares has cratered after being up by as much as 450%Oct 30, 2025
• A couple of private equity firms are acquiring this medical diagnostics firmOct 23, 2025
• This radiation safety firm could be well-positioned to benefit as the push for nuclear power continuesOct 16, 2025
• This acquisition could have just opened the doors to a wave of new bank consolidationsOct 9, 2025
• Tides may be turning for the world’s largest footwear companyOct 2, 2025
• As-reported metrics are hiding the true potential of this financial technology platformSep 29, 2025
• A change in quarterly reporting could alter how investors evaluate stocksSep 18, 2025
• This legacy chain is scaling back its revamp efforts further as it’s now cancelling the remodeling of its restaurantsSep 11, 2025
• Despite its steady growth, improved profitability, and expansion to AI, this cloud infrastructure provider may still be undervaluedSep 4, 2025
• Instead of bringing in an executive from the outside, this retail giant pinned its turnaround hopes on a lifer from the insideAug 28, 2025
• The market has sky-high expectations for this enigmatic software companyAug 13, 2025
• Even strong quarterly performance can’t prevent downward swings when expectations are too highAug 7, 2025
• This credit card company’s latest move comes with a catchJul 31, 2025
• Don’t let the recent European defence rally fool youJul 24, 2025
• AI is making this retail giant’s best business even betterJul 17, 2025
• This company is pulling ahead in the race for autonomous drivingJul 10, 2025
• Rising consumer debt could threaten this RV manufacturer’s future prospectsJul 3, 2025
• This retail giant might overpay for its next acquisitionJun 26, 2025
• This firm has emerged from its rough patch and can now reap the full benefits of its transformationJun 12, 2025
• As-reported metrics are hiding this cybersecurity company’s true potentialJun 5, 2025
• This construction firm is poised to benefit from the AI boomMay 29, 2025
• The market has yet to recognize this old dog’s new tricksMay 22, 2025
• Withdrawing the guidance didn’t help this insurance giant’s valuationMay 15, 2025
• The market expects nothing less than perfection from this company, perhaps even moreMay 8, 2025
• The market’s expectations for this energy drink leave little room for errorMay 1, 2025
• This beer maker can reap the benefits of tariffsApr 17, 2025
• This frozen potato company is frying up a recovery amid tariff fearsApr 10, 2025
• Chipmakers can’t scale properly without the help of this semiconductor companyApr 3, 2025
• This company helps businesses automate their workflowsMar 20, 2025
• This pharma giant is trying to gain a foothold in the anti-obesity drug marketMar 13, 2025
• This telecom giant’s European operations have the potential to deliver substantial upsideMar 6, 2025
• This contractor is capitalizing on the surge in defense budgetsFeb 27, 2025
• This company’s earnings will rise alongside defense spendingFeb 20, 2025
• The market isn’t fully pricing in the recovery of this specialty chemicals manufacturerFeb 13, 2025
• The market isn’t fully accounting for the risks facing this chip manufacturerFeb 6, 2025
• The recovery of this tools company is on the horizonJan 30, 2025
• Don’t invest in quantum if you don’t have the stomach for volatilityJan 23, 2025
• Drill, baby, drill!Jan 16, 2025
• This tech giant is expensive for a reasonJan 9, 2025
• This supplier can greatly benefit from Boeing’s recoveryJan 2, 2025

2024

• This company has grown from an IT distributor into a global solutions powerhouseDec 25, 2024
• This analytics company is embracing AIDec 19, 2024
• For this media company, AI is a friend, not a foeDec 12, 2024
• This security company can penetrate the DIY space despite being late to the marketDec 5, 2024
• The sun isn’t shining on this solar companyNov 21, 2024
• This biopharma company offers a solution for diabetic gastroparesisNov 14, 2024
• This payment solutions company is driving growth through strategic transformationNov 7, 2024
• This advertising company is tapping into Connected TVOct 31, 2024
• Data centers are going to need more energy, a lot moreOct 24, 2024
• The Robotaxi event left many investors feeling unimpressedOct 17, 2024
• Beer isn’t going anywhere, no matter what happensOct 10, 2024
• This company shows improvement despite the decline in consumer healthOct 3, 2024
• This chipmaker has fallen out of the market’s graceSep 26, 2024
• This company is poised to benefit from the new capex cycleSep 19, 2024
• Plasma is the future, and this company offers the best way to collect itSep 12, 2024
• Everyone is talking about weight loss drugs, and this company has one of the bestSep 5, 2024
• Homebuilders are still standing tall, and this one will continue to do soAug 29, 2024
• Standing tall despite the threat of a breakupAug 22, 2024
• You need hospitals regardless of how well the economy is doingAug 15, 2024
• This company is still at the top of the music streaming industryAug 8, 2024
• This streaming giant’s comeback continuesAug 1, 2024
• Nvidia is not the only player who is benefiting from AIJul 25, 2024
• This company can help solve America’s housing problemJul 18, 2024
• Finally, a cybersecurity company with a competitive advantageJul 11, 2024
• This company’s earnings will grow with online sports bettingJul 4, 2024
• This company will be one of the main beneficiaries of the upcoming data center capex cycleJun 27, 2024
• Water scarcity creates opportunities for this companyJun 20, 2024
• This CRM giant might not be as cheap as you thoughtJun 13, 2024
• Leading the way with 5GJun 6, 2024
• Tossing and turning because of the high ratesMay 30, 2024
• Boeing’s recent failures could  propel this name’s prospectsMay 23, 2024
• This kitchen supplier stands to benefit from rate cutsMay 16, 2024
• Another beneficiary of TikTok probationMay 9, 2024
• This defense player is growing with the new arms raceApr 18, 2024
• Beyond the squeezeApr 11, 2024
• This exchange offers high-risk/high-reward exposure to the crypto marketApr 4, 2024
• This company plans to break Asia’s hegemony over the semiconductorsMar 28, 2024
• A “new” player in the contract research ecosystemMar 21, 2024
• This drug developer is doing business like a portfolio managerMar 7, 2024
• This company will be cementing the future of America’s infrastructureFeb 29, 2024
• This company will help build the digital backbone of AmericaFeb 22, 2024
• A defensive play beyond big tobaccoFeb 15, 2024
• This company is going to flourish when others struggleFeb 8, 2024
• This company is going to win no matter what happens in the pharma raceJan 25, 2024
• This company can be the resilient investment you are looking for in volatile timesJan 18, 2024
• This company is at the forefront of America’s energy resurgenceJan 4, 2024

2023

• This company still has not recovered from the pandemic, and inflation makes it worseDec 28, 2023
• This company will be sleeping through the recessionDec 21, 2023
• When real estate is knocked down, this company will have ground to stand onDec 14, 2023
• This company is building America’s fiber backboneDec 7, 2023
• Capitalizing on America’s water infrastructure evolutionNov 16, 2023
• Illuminating growth amidst supply chain supercycleNov 2, 2023
• This company is fueling infrastructure growth with Met CoalOct 26, 2023
• Finding profits offshore with this upcoming AI businessOct 12, 2023
• This hidden gem is going to survive the collapse of marketingOct 5, 2023
• This streaming giant looks bulletproof entering a recessionSep 28, 2023
• This insurance player is poised to benefit from high interest ratesSep 21, 2023
• Demand for American energy isn’t going anywhereSep 14, 2023
• This company is the problem solver you need for energyAug 31, 2023
• This company’s scale is what makes it so profitableAug 24, 2023
• Finding a diamond in the roughAug 10, 2023
• Still water runs deep, and it may bring even higher returnsAug 3, 2023
• This steel supplier is set to benefit from a potential supply-chain supercycleJul 20, 2023
• Dying industries like this might offer great recession protectionJul 6, 2023
• This water management company is helping the oil and gas industry thrive from undergroundsJun 29, 2023
• This business generates rock-solid returns resilient to recessionary pressuresJun 22, 2023
• The economy is slowing down for most businesses, but it’s just right for this outsource manufacturer to succeedJun 15, 2023
• This company is a one-stop shop for the Supply Chain Super CycleJun 8, 2023
• You can’t have a supply chain supercycle without cranesJun 1, 2023
• One of the biggest beneficiaries of healthcare innovation gets acquired at a bargainMay 25, 2023
• This life sciences tools company is behind the innovations in healthcareMay 18, 2023
• This internet giant may finally be slowing down after a decade of high growthMay 11, 2023
• This company is excited to welcome chip manufacturers homeApr 27, 2023
• The technology giant knows better than drawing hockey sticksApr 20, 2023
• This recycled steel manufacturer enables the infrastructure investmentsApr 6, 2023
• This company still has not recovered from the pandemic, and inflation makes it worseMar 30, 2023
• The need for nurses means more demand for this staffing companyMar 16, 2023
• China is back, and the big opportunity of this miner goes unnoticed by the marketsMar 9, 2023
• The market still fails to see that office landlords are in big troubMar 2, 2023
• This oil and gas giant may just be starting a decade with high profitabilityFeb 23, 2023
• The beam of light in the darkness of the semiconductor spaceFeb 9, 2023
• This essential materials supplier sits in the middle of supply chain investmentsFeb 2, 2023
• The market wants to believe energy prices are finally going down, but it will not be that easyJan 26, 2023
• This logistics company is ready to prosper, as Silicon Valley is all-in on supply chain technologyJan 12, 2023
• Manufacturing is coming home, bringing customers of this semiconductor supplier closerJan 5, 2023

2022

• This could’ve been the peak of the used car bubbleDec 29, 2022
• The market hasn’t given up on this transportation platform yet, while the company keeps on burning cashDec 22, 2022
• Manufacturing is coming home, bringing customers of this semiconductor supplier closerDec 15, 2022
• Investors focus on Europe so much that they forget about the energy crisis in the U.S., which brings booming demand for this refinerDec 8, 2022
• The need for this company’s services is booming as we continue investing in infrastructureDec 1, 2022
• This industrial conglomerate will help Europe rebuild, and enjoy increased profitabilityNov 17, 2022
• The construction and mining giant cuts its ropes by settling for the tax disputes and is ready to supply for the Supply Chain SupercycleNov 10, 2022
• The Supply-Chain Supercycle is coming to this dominant U.S. chipmakerNov 3, 2022
• The recent restrictions on tech exports could be a huge opportunity for this semiconductor companyOct 27, 2022
• The market is devastated after OPEC’s production cuts on oil and fails to see the value of this oil giantOct 20, 2022
• This logistics company is embracing the Supply Chain Supercycle, but the market is hoping for moreOct 13, 2022
• This company is ready to support nearshoring with its railwaysOct 6, 2022
• The Big Apple is bleeding, but the market still has hope for this real estate businessSep 29, 2022
• Storms are knocking out infrastructure, but this company might have a solutionSep 22, 2022
• By never stopping its innovation pipeline, this company has stayed ahead of the competitionSep 15, 2022
• Manufacturing is coming back to U.S. shores, benefitting names like OshkoshSep 8, 2022
• This name brings Innovation and Biotech together, with impressive returns to show for itSep 1, 2022
• An essential power name earns a premium return as the backbone of the industryAug 25, 2022
• This company is the vital link in the booming energy waveAug 18, 2022
• Construction is back in the United States, and it benefits CATAug 11, 2022
• Data quality brings quality returns to MastercardAug 4, 2022
• A Cyclical Energy name is about to reap big rewardsJul 28, 2022
• Solid supply chains are a must, and Emerson Electric can be the solutionJul 21, 2022
• Coal is back, and Alliance Resource Partners is ready to supply itJul 14, 2022
• Penske is losing its car dealership battleJul 7, 2022
• This darling of the audiophile world unfortunately soured for investorsJun 30, 2022
• With used cars still at an all-time high demand, Copart is thrivingJun 23, 2022
• General Dynamics is taking off thanks to the rise in private jetsJun 16, 2022
• Without the right numbers, investors would never know Peloton is making moneyJun 9, 2022
• Pfizer just made its biggest acquisition in years… let’s understand exactly whyJun 2, 2022
• As-reported metrics make Equifax look far less profitable than realityMay 26, 2022
• As-reported metrics make Lululemon look like just an average company rather than a trendsetterMay 19, 2022
• GAAP accounting misses that Fiserv is at the heart of the monetary revolutionMay 12, 2022
• For investors looking to ride the cloud storage boom, look to names like NetAppMay 5, 2022
• Ryan Cohen has moved onto other companies, but his legacy company may be more tarnished than he admitsApr 28, 2022
• AutoZone has reached new highs in 2022…just as we predicted last yearApr 21, 2022
• Cintas Corporation saw a strong performance when the rest of the world shut downApr 14, 2022
• After an extended hiatus from big investments, Warren Buffett just announced his three biggest deals in yearsApr 8, 2022
• How Garmin shifted from a standalone GPS manufacturer to a high-tech specialty businessApr 7, 2022
• Riding the SaaS wave has helped turn PTC aroundMar 31, 2022
• The pandemic gave this e-signature company a chance for recoveryMar 24, 2022
• The pandemic was a lifeline for Mattel, but it may be running outMar 17, 2022
• Whirlpool is ready to ride strong capex tailwinds to profitabilityMar 10, 2022
• CarMax is riding the strong tailwinds of the At-Home RevolutionMar 3, 2022
• Workday has turned remote work into a massive profit centerFeb 24, 2022
• Johnson Controls turns a construction necessity into an ESG boonFeb 17, 2022
• Zoetis shows pharma for animals is just as valuable as for peopleFeb 10, 2022
• Amgen’s patent cliff may not have been the end for the biotech giantFeb 3, 2022
• While we speak softly about Lockheed Martin, the government’s big stick makes them stronger than as-reported numbers suggest.Jan 27, 2022
• LKQ Corporation is riding the benefits of the used car boom, and the market is missing itJan 20, 2022
• Just like the batteries it makes, Enersys has the capacity to do so much more than as-reported numbers suggestJan 13, 2022