Index

Companies

Every company on this site was read from its own SEC filings. This page lists all112 of them, and for each one, how many articles cover it and how many figures we worked out from its documents. Companies with an edited research overview have a file of their own, listed first; for the rest, the arithmetic is in the article it came from.

112 companies · 57 articles · 759 figures computed

Company files

Edited research files with a company-specific introduction, a dedicated analysis, calculations and SEC sources. Article count alone does not create a company page.

Also covered

Companies covered in articles without a separate edited research file. The article is linked on the right, and the filings it was read from are listed at the foot of it.

CompanyArticlesFiguresMost recent
MSFT31Profit rose and free cash flow fell at 45 US companiesAug 20, 2026
META3—AMD AI Deals Could Add 320m Shares: Who Pays?Oct 11, 2026
UBER216Southwest and Target replaced credit lines ending 2031Aug 27, 2026
MNDY213monday.com grew revenue 22%. Cash flow fell 17%.Aug 12, 2026
SNDK211Three ways reported capex understates real spendingAug 12, 2026
TGT24Why 364-day credit lines renew a day earlier each yearAug 27, 2026
CAH21Why 364-day credit lines renew a day earlier each yearAug 27, 2026
DOW2—225 companies named the Strait of Hormuz. Two priced itAug 31, 2026
T2—EchoStar sold $20.25bn of spectrum. $2.4bn never cameAug 26, 2026
PLAY137Dave & Buster's free cash flow turned positive on $48.9mSep 16, 2026
AEO136American Eagle guided $45-50m of profit. It made $211m.Sep 10, 2026
JMKE136Jersey Mike's profit fell 37%. Its income tax was zero.Sep 11, 2026
DOCU133Why Docusign's 80% jump in operating income became 23%Sep 7, 2026
KR129Kroger's adjusted EPS rose 5% on 57 million fewer sharesSep 22, 2026
CASY128Why Casey's EPS rose 28% as free cash flow fell 28%Sep 9, 2026
LULU128Why Lululemon fell 17% on EPS 64% above guidanceSep 7, 2026
GME127Why GameStop's gross profit rose 22% as sales fell 19%Sep 9, 2026
CPB126Why Campbell's cut its dividend 36% after earning $405mSep 5, 2026
NTAP124NetApp's cash flow fell 25%. Components rose 8.6 times.Sep 5, 2026
FN122Fabrinet's record year: NVIDIA's revenue share halvedAug 20, 2026
TSN122Why Tyson's 11% guidance cut is 43% off one quarterSep 7, 2026
CCL121Carnival Cut Debt $2.8bn. Cash Fell $718mOct 3, 2026
BB119BlackBerry Revenue Rose 26%. Q3 Guidance Is LowerOct 1, 2026
CAG117Conagra Adjusted EPS Rose 5%. Cash Flow Turned NegativeOct 1, 2026
BKR116Baker Hughes never drew its $14.9bn bridge for ChartAug 28, 2026
EA116EA's interest bill was $53m. Buyout notes cost $427mAug 28, 2026
PTON116Peloton's first profit came with 247,000 fewer membersAug 19, 2026
TSLA114Tesla Q3 Deliveries Exceed Production by 22,141Oct 9, 2026
NCNO113nCino's cash flow was $115.6m. Its buybacks, $175.7mAug 31, 2026
STZ112Constellation Brands Shipments Rise 5.5%Oct 7, 2026
FICO111FICO raised guidance. Scores supplied 98% of revenue growthAug 12, 2026
DKS110DICK'S cut sales guidance 0.9%. It cut EPS guidance 17%.Aug 31, 2026
JPM110JPMorgan EPS Rose 10%: How Much Came From Fewer Shares?Oct 13, 2026
SATS110EchoStar sold $20.25bn of spectrum. $2.4bn never cameAug 26, 2026
APD19Air Products wrote off $6.6bn of what it builtAug 26, 2026
DAL19Delta Revenue Rose 16%. Why Was Adjusted EPS Flat?Oct 15, 2026
LUV14Southwest and Target replaced credit lines ending 2031Aug 27, 2026
MRNA14What Moderna's 10-Q disclosed before the melanoma readoutAug 24, 2026
BAFN1317 companies said their own numbers can't be relied onAug 25, 2026
COR13Southwest and Target replaced credit lines ending 2031Aug 27, 2026
DMC13225 companies named the Strait of Hormuz. Two priced itAug 31, 2026
GT1329 restructurings in 2026. Five said what they'd saveAug 28, 2026
GTLS13Baker Hughes never drew its $14.9bn bridge for ChartAug 28, 2026
ADP12Why 364-day credit lines renew a day earlier each yearAug 27, 2026
ALKS12Inventory rose while sales fell at 66 US companiesAug 25, 2026
ALV1229 restructurings in 2026. Five said what they'd saveAug 28, 2026
BSX1229 restructurings in 2026. Five said what they'd saveAug 28, 2026
CODA12225 companies named the Strait of Hormuz. Two priced itAug 31, 2026
CORZ12Five ways to fund AI. Only two create interest expenseAug 25, 2026
CTVA1229 restructurings in 2026. Five said what they'd saveAug 28, 2026
MMM12Southwest and Target replaced credit lines ending 2031Aug 27, 2026
SBUX1229 restructurings in 2026. Five said what they'd saveAug 28, 2026
WDAY1229 restructurings in 2026. Five said what they'd saveAug 28, 2026
AAPL11Profit rose and free cash flow fell at 45 US companiesAug 20, 2026
ALG11Inventory rose while sales fell at 66 US companiesAug 25, 2026
AN11A 100bp rate rise costs the median filer $2.9m a yearAug 31, 2026
DE11The Fed has cut since 2024. Interest costs kept risingAug 12, 2026
DIS11Why 364-day credit lines renew a day earlier each yearAug 27, 2026
EPD11Why 364-day credit lines renew a day earlier each yearAug 27, 2026
ILMN11Inventory rose while sales fell at 66 US companiesAug 25, 2026
INGR1129 restructurings in 2026. Five said what they'd saveAug 28, 2026
KD1129 restructurings in 2026. Five said what they'd saveAug 28, 2026
LVS11A 100bp rate rise costs the median filer $2.9m a yearAug 31, 2026
MLM1117 companies said their own numbers can't be relied onAug 25, 2026
PH11Why 364-day credit lines renew a day earlier each yearAug 27, 2026
SDRL11225 companies named the Strait of Hormuz. Two priced itAug 31, 2026
VTRS1129 restructurings in 2026. Five said what they'd saveAug 28, 2026
WHR1129 restructurings in 2026. Five said what they'd saveAug 28, 2026
XEL11A 100bp rate rise costs the median filer $2.9m a yearAug 31, 2026
AAP1—Inventory rose while sales fell at 66 US companiesAug 25, 2026
ABG1—A 100bp rate rise costs the median filer $2.9m a yearAug 31, 2026
ASML1—ASML and TSMC file no 10-Q. What you get insteadAug 12, 2026
BG1—A 100bp rate rise costs the median filer $2.9m a yearAug 31, 2026
BGC1—225 companies named the Strait of Hormuz. Two priced itAug 31, 2026
BMRN1—A 100bp rate rise costs the median filer $2.9m a yearAug 31, 2026
CLB1—225 companies named the Strait of Hormuz. Two priced itAug 31, 2026
CRMZ1—17 companies said their own numbers can't be relied onAug 25, 2026
CSCO1—Fabrinet's record year: NVIDIA's revenue share halvedAug 20, 2026
DUK1—The Fed has cut since 2024. Interest costs kept risingAug 12, 2026
EMR1—Why 364-day credit lines renew a day earlier each yearAug 27, 2026
EQIX1—CoreWeave, Boeing and 14 more outspent their cash flowAug 12, 2026
EXPD1—225 companies named the Strait of Hormuz. Two priced itAug 31, 2026
FIS1—A 100bp rate rise costs the median filer $2.9m a yearAug 31, 2026
ICE1—Southwest and Target replaced credit lines ending 2031Aug 27, 2026
INSW1—225 companies named the Strait of Hormuz. Two priced itAug 31, 2026
KLIC1—225 companies named the Strait of Hormuz. Two priced itAug 31, 2026
LEG1—225 companies named the Strait of Hormuz. Two priced itAug 31, 2026
MDLZ1—Why 364-day credit lines renew a day earlier each yearAug 27, 2026
MRK1—What Moderna's 10-Q disclosed before the melanoma readoutAug 24, 2026
NCL1—17 companies said their own numbers can't be relied onAug 25, 2026
NFE1—A 100bp rate rise costs the median filer $2.9m a yearAug 31, 2026
NKE1—Why 364-day credit lines renew a day earlier each yearAug 27, 2026
PFE1—The Fed has cut since 2024. Interest costs kept risingAug 12, 2026
SHOP1—ASML and TSMC file no 10-Q. What you get insteadAug 12, 2026
SLSN1—17 companies said their own numbers can't be relied onAug 25, 2026
SSNC1—A 100bp rate rise costs the median filer $2.9m a yearAug 31, 2026
STM1—Inventory rose while sales fell at 66 US companiesAug 25, 2026
VNCE1—The SEC's own API returns a number 1,000 times too bigAug 24, 2026
VTR1—A 100bp rate rise costs the median filer $2.9m a yearAug 31, 2026
VZ1—Interest costs rose 10%. The median firm paid the sameAug 21, 2026
WTI1—225 companies named the Strait of Hormuz. Two priced itAug 31, 2026
WYNN1—A 100bp rate rise costs the median filer $2.9m a yearAug 31, 2026
XPRO1—225 companies named the Strait of Hormuz. Two priced itAug 31, 2026
XYZ1—29 restructurings in 2026. Five said what they'd saveAug 28, 2026
ZBH1—Why 364-day credit lines renew a day earlier each yearAug 27, 2026

Tickers are the symbols used in the filings themselves. A company appears here the first time an article reads one of its documents — not because it was screened or scored.