2Q25 Summary. Total revenues grew +9% y/y to $1.15bn, marking a deceleration from the +12% growth recorded in 2Q24 and the first single-digit revenue growth since 1Q24. Margins and profitability continued to be weighed down by elevated financial service expenses and SG&A. They maintained their full year guidance of 9,250 home closings, which includes the […]| Speedwell Research
Successfully Upselling, Leading in Innovation, Growth Reaccelerates| Speedwell Memos
Taking Market Share, Positive Comps Revert Negative, $22mn Mature Stores| Speedwell Memos
Revenues Reaccelerate, Strong Organic Growth, 2028 Long-Term Targets| Speedwell Memos
Calculating Incremental ROIC from Capex, 5 Business Opportunities, AI Everywhere| Speedwell Memos
2Q25 Business Recap. Revenue growth accelerated +15% y/y, up 300bps from last quarter. Net new bookings hit a record $93mn (+65% q/q), driven by broad strength across their segments. This marks the 57th consecutive quarter of double digit growth. While their commercial real estate marketplace continue to remain profitable with 43% margins, their growth initiatives […]| Speedwell Research
This is Speedwell Research’s Substack where we share free content.| www.speedwellmemos.com
Comprehensive research on great public companies. Click to read Speedwell Memos, by Speedwell Research, a Substack publication with thousands of subscribers.| www.speedwellmemos.com
Podcast · Speedwell Research, LLC · Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and a...| Spotify
Investing Podcast · 67 Episodes · Updated Weekly| Apple Podcasts
Extensive Research Reports These are our main equity research product that range anywhere from 50-170 pages in length that cover all aspects of each business (average length is around 80 pages). Me…| Speedwell Research
SubscriptionsSingle ReportsInstitutions Newsletter FREE Business Histories Frameworks The Synopsis Podcast Ad-hoc Company Updates 4+ New Extensive Research Reports/year 4+ New Exploratory Research …| Speedwell Research