GlassHouse Research investigates public companies where reported earnings diverge from economic reality.
We combine forensic accounting, primary-source research, and industry interviews to expose aggressive accounting, deteriorating fundamentals, and risks investors may overlook.
Explore our published investigations into accounting, earnings quality, and business fundamentals. Each report reflects our views at its publication date.
Forensic accounting and fundamental research focused on the quality of reported earnings.
Contact us about research, media inquiries, or information relevant to our investigations.
GlassHouse Research investigates the gap between a company’s reported performance and its underlying economics.
We are an independent investment research firm focused on forensic accounting and earnings quality. Our work connects financial statements and footnotes with cash-flow analysis, industry research and interviews.
We examine revenue recognition, working capital, acquisitions and management estimates to identify risks that conventional analysis can miss. Our published reports set out the evidence, explain our reasoning and give readers the information to assess our conclusions.
Harvard
Business School
GlassHouse’s Catalent research is examined in this Harvard Business School teaching case. The case contrasts GlassHouse’s accounting concerns with a competing research firm’s rebuttal, asking readers to evaluate the evidence and the interpretation of Catalent’s financial statements.
Reporting on GlassHouse and the companies we investigate.
Coverage of GlassHouse’s report, Soho House’s response and the company’s consideration of a return to private ownership.
Read articleCoverage of GlassHouse’s Soho House report.
Read articleA profile of GlassHouse, its research history and the debate surrounding its work on Soho House and Catalent.
Read articleFull articles and case materials are hosted by their publishers. Some require a subscription or purchase.
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Examine financial statements, footnotes, transaction documents, and management disclosures.
Study revenue recognition, working capital, reserves, and the assumptions behind reported results.
Use industry research and interviews to assess whether the financial story fits operating reality.
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