Corbin Advisors Celebrates 18th Anniversary

As we celebrate 18 years, we’re deeply grateful for the trust, partnership, and relationships with clients, colleagues, partners, and advocates that define our journey. Here’s to continued innovation, elevation, and growing together. Onward!

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This Week in Earnings: Materials – Q3’25

Executives across the sector describe a subdued operating environment marked by limited visibility, persistent trade uncertainty, and constrained consumer spending amid affordability pressures. Although recent monetary easing and the early stages of a rate-cutting cycle are beginning to provide some hope for relief, most companies expect a gradual and uneven recovery.

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The Sector Beat: Materials – Q3’25

Our analysis finds that fundamentals across the Materials sector remain challenged, as companies continue to navigate a landscape defined by persistent trade uncertainty, constrained consumer spending, excess inventory, and softer-for-longer demand dynamics.

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The Sector Beat: Consumer Discretionary – Q3’25

The Consumer Discretionary sector commentary points to continued headwinds, including inflation and tariffs, but also tailwinds, namely a more conducive rate environment. Housing remains constrained by affordability, while several retailers indicate trends have bottomed rather than worsened.

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This Week in Earnings: Consumer Discretionary – Q3’25

With more than three quarters of the year behind us, companies are closing out 2025 and highlighting entering 2026 with cautious optimism, reflecting an environment of persistent macro uncertainty but gradual stabilization. Across categories, executives cite the positive direction of travel regarding interest rates but also increasing inflationary pressures and mounting tariffs as key variables shaping demand and consumer sentiment.

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Happy Halloween 2025

Every year, we carry on our tradition of dressing up and spending the day together at our Farmington, CT headquarters and virtually, too! This year, we had some creative and strong competition for the “Best” costume. We’ll let you judge for yourself!

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This Week in Earnings: Industrials – Q3’25

As Q3 earnings season progresses, the Industrial landscape continues to reflect a stable but mixed operating environment, in line with the diverse nature of the sector and consistent with findings from our recently published Q3’25 Industrial Sentiment Survey®.

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The Sector Beat: Industrials – Q3’25

As we noted in our Inside The Buy-Side® Industrial Sentiment Survey®, the backdrop heading into Q3 earnings was a “mixed bag”. Results for the Industrial sector, so far, underscore a landscape of cautious optimism, with companies navigating a complex mix of pockets of strength and emerging tailwinds.

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This Week in Earnings: U.S. Banks – Q3’25

Big banks kicked off Q3’25 earnings season on a strong note, soundly beating Street estimates on both the top- and bottom-line with results powered by robust investment banking and capital markets activity, building on the momentum seen coming out of last quarter.

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