Category: Newsfeed
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CoStar 3Q25 Business Recap: 47% Core Margins, But Still Posting Losses
3Q25 Business Recap. CoStar reported 3Q25 and revenues were +20% y/y. This figure includes the acquisition of Domain. Backing out Domain’s revenue contribution for the quarter, revenue growth was +16.5% y/y, still an acceleration from last quarter and higher than in recent quarters. Growth was broad based with their two…
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Evolution 3Q25 Business Update: Revenue Falls for the First Time Ever
(Speedwell Members can access a full version of this post here and a PDF of this post here) 3Q25 Update. Evolution reported 3Q25 and the stock was down -7%. For the first quarter ever, they reported a contraction in y/y revenue. Total revenues shrunk -2% y/y, driven by weak performance…
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LVMH 3Q25 Business Recap: Postive Revenue Trends
LVMH releases revenue updates for 1Q and 3Q. These are short press releases with only revenue info and limited commentary. Nevertheless, we wanted to provide a short recap. 3Q25 Revenue Update. LVMH posted their 3Q25 revenue update and the stock reacted positively, moving +13% over the next 2 days. …
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RH 2Q25 Business Update: Inflection just Around the Corner… (Again)
(Members can get an extended version of the post here or a PDF of this post here). 2Q25 Update. RH reported 2Q25 and revenues grew +8% y/y, down from the +12% y/y they did last Q. This isn’t surprising given this is the first full quarter that the tariffs impacted operations.…
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CPRT: 4Q25 Business Recap (Calendar 2Q25)
Note: We just wanted to provide a short update on CPRT, but big picture not much has changed from our update last quarter. You can find a PDF here. 2Q25 Summary. Copart reported fiscal 4Q25, and the stock dropped -3% the following day. The stock is now down -23% from…
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Constellation Software: 2Q25 Business Recap
Note: We just wanted to provide a short update on CSU, but big picture not much has changed! We provide some commentary on the quarter and their business developments below. We will provide a longer update once there is more to talk about, or at the end of the year…
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Perimeter 2Q25: Platform Acquisition Ahead of Expectations
(Members can download a PDF of this post here) 2Q25 Business Update. Perimeter reported 2Q25 and their revenues were up +28% y/y to $163mn. Their Fire Safety Segment grew +22% y/y to $120mn, with their Specialty Products Segment growing even more at 47% y/y to $42mn. EBITDA growth was even…
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LVMH Deep Dive
Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here. This is a new company report announcement. Members can access Speedwell’s Reports here. You can become a Speedwell Member here. $15 million and…
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Axon 2Q25 Business Update: 6th Quarter 30%+ Growth
(Speedwell Members click here for an extended version of this post or here for a PDF) 2Q25 Earnings. Axon reported 2Q25 earnings and the stock was up +17% the next day. Axon’s results marked the 14th consecutive quarter of 25%+ growth and 6th quarter of 30%+ growth. Total revenue growth…
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Coupang 2Q25 Business Update: Boosted Confidence with Taiwan
(Speedwell Members click here for an extended version of this post or find a PDF here.) 2Q25 Earnings Update. Coupang reported 2Q25 earnings and net revenues grew +16% y/y, or +19% y/y on a FXN basis. Gross profits grew +20% y/y or +22% y/y FXN. As they shift more commerce…