Rhyme Report — quarterly earnings scoreboard, 2026-Q2

The transparent, rules-based screen for accelerating-revenue quality growers. Every score below recomputes from public SEC filings; the formula is open (see methodology). Froth gauge: at the 2026-01-01 rebalance, 171 of 1426 names (12%) scored a perfect 5/5. In a bubble, near-everything looks perfect; extreme breadth is a hedge/sit-out warning rather than a buy signal (the dotcom analogy).

TickerNameSectorFirst flagSignal /5FlagsRealizedOutcome
AMATApplied MaterialsInformation Tech20194/5REVERSAL23.3%+1472%flagged & ran
UFPTUFP Technologies|UFP TechnHealth Care20194/5REVERSAL9.5%+846%flagged & ran
ONTOOnto InnovationInformation Tech20194/5REVERSAL18.6%+762%flagged & ran
DGIIDigi International|Digi InInformation Tech20194/5REVERSAL1.0% thin+636%flagged & ran
PIImpinj| Impinj, Inc.Information Tech20204/5REVERSAL-14.3% thin+1084%flagged & ran
PARRPar Pacific Holdings | ParEnergy20193/5REVERSAL2.6% thin+454%flagged & ran
ENTGEntegrisInformation Tech20194/5REVERSAL18.0%+440%flagged & ran
SMCISupermicroInformation Tech20234/5REVERSAL8.7%+2667%flagged & ran
CNKCinemark Theatres|CinemarkCommunication Se20234/5REVERSAL-2.1% thin+11%flagged & ran
CROXCrocsConsumer Discret20194/5REVERSAL7.1%+344%flagged & ran
DHID. R. HortonConsumer Discret20194/5REVERSAL-+330%flagged & ran
ECPGEncore Capital Group|EncorFinancials20193/5REVERSAL289.3%+288%flagged & ran
LPXLouisiana-PacificIndustrials20194/5REVERSAL22.7%+250%flagged & ran
KAIKadant | Kadant Inc.Industrials20194/5REVERSAL13.4%+242%flagged & ran
LNTHLantheus HoldingsHealth Care20225/5REVERSAL-6.7% thin+543%flagged & ran
INSWInternational Seaways, IncEnergy20244/5REVERSAL60.4%+1045%flagged & ran
FORMFormFactor, Inc.Information Tech20215/5REVERSAL12.8%+868%flagged & ran
KLICKulicke and Soffa IndustriInformation Tech20214/5REVERSAL9.4%+425%flagged & ran
MHOM/I Homes, Inc.Consumer Discret20214/5REVERSAL9.4%+525%flagged & ran
GRBKGreen Brick Partners, Inc.Consumer Discret20214/5REVERSAL9.5%+805%flagged & ran
ROIVRoivant SciencesHealth Care20255/5REVERSAL2683.6%+251%flagged & ran
VECOVeeco | Veeco Instruments Information Tech20214/5REVERSAL1.2% thin+561%flagged & ran
WSOWatscoIndustrials20194/5REVERSAL8.3%+176%flagged & ran
RCLRoyal Caribbean GroupConsumer Discret20194/5REVERSAL23.3%+166%flagged & ran
MOAltriaConsumer Staples20214/5REVERSAL41.5%+153%flagged & ran
MCYMercury GeneralFinancials20205/5REVERSAL-+162%flagged & ran
OTTROtter Tail CorporationUtilities20194/5REVERSAL14.9%+130%flagged & ran
MSGSMadison Square Garden SporCommunication Se20244/5REVERSAL11.7%+129%flagged & ran
ICEIntercontinental ExchangeFinancials20194/5REVERSAL41.5%+124%flagged & ran
HLITHarmonic Inc.Information Tech20194/5REVERSAL-11.9% thin+119%flagged & ran
ALSNAllison TransmissionIndustrials20245/5REVERSAL29.8%+188%flagged & ran
IIPRInnovative Industrial PropReal Estate20193/5REVERSAL26.1%+103%flagged & ran
LSTRLandstar SystemIndustrials20194/5REVERSAL7.0%+102%flagged & ran
PKPark Hotels & ResortsReal Estate20234/5REVERSAL9.4%+2%flagged & ran
MPMP MaterialsMaterials20234/5REVERSAL66.5%+354%flagged & ran
CMECME GroupFinancials20194/5REVERSAL62.8%+88%flagged & ran
WSCWillScot Holdings Corp.Industrials20194/5REVERSAL-11.3% thin+86%flagged & ran
UNFUniFirst |UniFirst CorporaIndustrials20194/5REVERSAL10.8%+84%flagged & ran
IPARInter Parfums, Inc.Consumer Staples20205/5REVERSAL14.4%+106%flagged & ran
UTHRUnited TherapeuticsHealth Care20234/5REVERSAL52.4%+347%flagged & ran
ACLSAxcelis Technologies|AxcelInformation Tech20225/5REVERSAL16.4%+623%flagged & ran
RDNRadian Group|Radian Group,Financials20205/5REVERSAL55.8%+146%flagged & ran
DBXDropboxInformation Tech20195/5REVERSAL-38.3% thin+58%flagged & ran
NDAQNasdaq, Inc.Financials20235/5REVERSAL25.5%+284%flagged & ran
CHRDChord EnergyEnergy20224/5REVERSAL54.1%+3891%flagged & ran
CGThe Carlyle Group|Carlyle Financials20214/5REVERSAL-+227%flagged & ran
EXPDExpeditors InternationalIndustrials20224/5REVERSAL10.6%+206%flagged & ran
SWXSouthwest Gas|Southwest GaUtilities20234/5REVERSAL8.2%+43%flagged & ran
HZOMarineMax, Inc.Consumer Discret20214/5REVERSAL7.1%+182%flagged & ran
LLoews CorporationFinancials20244/5REVERSAL-+140%flagged & ran
HQYHealthEquityHealth Care20194/5REVERSAL27.7%+48%flagged
OXYOccidental PetroleumEnergy20204/5REVERSAL-+7%flagged
MRTNMarten Transport, Ltd.Industrials20194/5REVERSAL8.5%+45%flagged
ZBRAZebra TechnologiesInformation Tech20205/5REVERSAL15.4%+138%flagged
EPACEnerpac Tool GroupIndustrials20235/5REVERSAL6.3%+70%flagged
TECHBio-TechneHealth Care20204/5REVERSAL21.0%+112%flagged
HIWHighwoods PropertiesReal Estate20235/5REVERSAL69.1%+22%flagged
APLEApple Hospitality REIT, InReal Estate20235/5REVERSAL18.2%+70%flagged
KGSKodiak Gas Services, Inc.Energy20254/5REVERSAL22.4%+284%flagged
MGYMagnolia Oil & Gas, Corp.Energy20224/5REVERSAL49.7%+134%flagged
BRKRBrukerHealth Care20204/5REVERSAL14.3%+126%flagged
ACIWACI WorldwideInformation Tech20204/5REVERSAL11.7%+79%flagged
RCUSArcus Biosciences, Inc.Health Care20234/5REVERSAL17.5%+140%flagged
CWENClearway Energy, Inc. (ClaUtilities20244/5REVERSAL22.3%+151%flagged
WLYWiley (publisher)|John WilCommunication Se20214/5REVERSAL-1.2% thin+28%flagged
ONonsemi|ON SemiconductorInformation Tech20235/5REVERSAL26.5%+351%flagged
WBDWarner Bros. DiscoveryCommunication Se20194/5REVERSAL23.6%+20%flagged
NOGNorthern Oil and Gas, Inc.Energy20194/5REVERSAL27.2%+17%flagged
DFHDream Finders Homes, Inc.Consumer Discret20234/5REVERSAL--47%flagged
TTCThe Toro Company|ToroIndustrials20214/5REVERSAL12.6%+97%flagged
NXPINXP SemiconductorsInformation Tech20224/5REVERSAL21.3%+257%flagged
BAHBooz Allen HamiltonIndustrials20205/5REVERSAL9.1%+81%flagged
AINAlbany International | AlbIndustrials20194/5REVERSAL13.0%+6%flagged
TGTTarget CorporationConsumer Staples20214/5REVERSAL6.7%+196%flagged
ARWRArrowhead PharmaceuticalsHealth Care20204/5REVERSAL36.3%+405%flagged
MURMurphy OilEnergy20234/5REVERSAL39.4%+97%flagged
PFEPfizerHealth Care20194/5REVERSAL-+1%flagged
MCHPMicrochip TechnologyInformation Tech20224/5REVERSAL22.2%+153%flagged
RAMPLiveRamp | LiveRamp HoldinInformation Tech20194/5REVERSAL-15.7% thin-3%flagged
LNNLindsay CorporationMaterials20214/5REVERSAL11.7%+28%flagged
TALOTalos Energy | Talos EnergEnergy20193/5REVERSAL22.0%-7%flagged
HAEHaemoneticsHealth Care20205/5REVERSAL9.3%+9%flagged
CALYCallaway Golf CompanyConsumer Discret20194/5REVERSAL11.6%-8%flagged
GNRCGeneracIndustrials20214/5REVERSAL17.8%+302%flagged
GNLGlobal Net Lease, Inc.Real Estate20204/5REVERSAL29.3%+13%flagged
OLEDUniversal Display CorporatInformation Tech20194/5REVERSAL33.9%-11%flagged
TNCTennant CompanyIndustrials20225/5REVERSAL8.1%+42%flagged
RHIRobert HalfIndustrials20195/5REVERSAL10.1%-16%flagged
MRNAModernaHealth Care20224/5REVERSAL64.3%+1187%flagged
IFFInternational Flavors & FrMaterials20194/5REVERSAL17.6%-22%flagged
PTENPatterson-UTI | Patterson-Energy20234/5REVERSAL-11.5% thin+21%flagged
MATMattelConsumer Discret20214/5REVERSAL5.8%+35%flagged
BMRNBioMarin PharmaceuticalHealth Care20204/5REVERSAL-8.1% thin-30%flagged
AATAmerican Assets TrustReal Estate20204/5REVERSAL263.5%-22%flagged
CNXCConcentrixIndustrials20254/5REVERSAL6.7%-65%flagged
NXRTNexPoint Residential TrustReal Estate20204/5REVERSAL77.0%-21%flagged
FBINFortune Brands Home & SecuIndustrials20214/5REVERSAL12.9%+32%flagged
STZConstellation BrandsConsumer Staples20214/5REVERSAL27.8%-21%flagged
BLKBBlackbaudInformation Tech20204/5REVERSAL4.5% thin-34%flagged
SIRISiriusXMCommunication Se20214/5REVERSAL22.2%-46%flagged
CLXCloroxConsumer Staples20214/5REVERSAL--31%flagged
TNDMTandem Diabetes CareHealth Care20194/5REVERSAL-48.0% thin-51%flagged
CCLCarnival CorporationConsumer Discret20195/5REVERSAL17.8%-52%flagged
MKTXMarketAxessFinancials20205/5REVERSAL49.4%-15%flagged
NEOGNeogenHealth Care20194/5REVERSAL17.0%-55%flagged
CBRLCracker BarrelConsumer Discret20205/5REVERSAL9.2%-56%flagged
VIRVir Biotechnology, Inc.Health Care20234/5REVERSAL65.4%-24%flagged
SHENShentel|Shenandoah TelecomCommunication Se20194/5REVERSAL11.5%-58%flagged
DEIDouglas EmmettReal Estate20193/5REVERSAL253.4%-59%flagged
CHTRCharter CommunicationsCommunication Se20194/5REVERSAL11.6%-61%flagged
PPLIIAC Inc. | People Inc.Communication Se20214/5REVERSAL-18.4% thin+26%flagged
WENThe Wendy's CompanyConsumer Discret20204/5REVERSAL16.2%-44%flagged
MARAMarathon Digital|MARA HoldInformation Tech20224/5REVERSAL-120.3% thin+689%flagged
AAPAdvance Auto Parts|AdvanceConsumer Discret20215/5REVERSAL7.3%-71%flagged
UAUnder Armour (Class C)Consumer Discret20214/5REVERSAL-13.2% thin-74%flagged
COTYCotyConsumer Staples20224/5REVERSAL0.7% thin-59%flagged
UAAUnder Armour (Class A)Consumer Discret20214/5REVERSAL-13.2% thin-76%flagged
SMPLSimply Good Foods CompanyConsumer Staples20225/5REVERSAL17.3%-49%flagged
FUNSix FlagsConsumer Discret20254/5REVERSAL24.1%-73%flagged
XRAYDentsply SironaHealth Care20224/5REVERSAL14.2%-73%flagged
LEUCentrus Energy | Centrus EEnergy-None/5-+8028%missed runner
SNDKSandiskInformation Tech-None/5-+4658%missed runner
STRLSterling InfrastructureIndustrials-None/5-+4433%missed runner
IESCIntegrated Electrical ServIndustrials-None/5-+3966%missed runner
FIXComfort Systems USAIndustrials-None/5-+3885%missed runner
STXSeagate TechnologyInformation Tech-None/5-+2987%missed runner
VRTVertivIndustrials-None/5-+2417%missed runner
POWLPowell Industries|Powell IIndustrials-None/5-+2405%missed runner
DELLDell TechnologiesInformation Tech-None/5-+2405%missed runner
PWRQuanta ServicesIndustrials-None/5-+2093%missed runner
LITELumentumInformation Tech-None/5-+2063%missed runner
PTGXProtagonist Therapeutics, Health Care-None/5-+1946%missed runner
FLEXFlex Ltd.Information Tech-None/5-+1801%missed runner
WDCWestern DigitalInformation Tech-None/5-+1559%missed runner
THCTenet Healthcare|Tenet HeaHealth Care-None/5-+1350%missed runner
WFRDWeatherford InternationalEnergy-None/5-+1345%missed runner
JBLJabilInformation Tech-None/5-+1240%missed runner
AMRAlpha Metallurgical ResourMaterials-None/5-+1200%missed runner
TTMITTM TechnologiesInformation Tech-None/5-+1154%missed runner
AGXArgan, Inc.Industrials-None/5-+1098%missed runner

Best bets first. 'Realized' = return since the scoreboard period start; 'First flag' = first year in the top bucket. Dated 2026-10-02; re-scored each earnings cycle. Machine-readable record: picklog.json / picklog.atom. Not investment advice; past performance does not predict future results.