AlgovestIQ News / Earnings
Earnings Insights
Each quarter's results against estimates, the guidance, what management said on the call and how the stock reacted, with sources for every figure.
- TSMQ3 FY2026Oct 15, 2026
TSMC Q3 2026 Earnings: AI Demand Drives Revenue Above Guidance as 2nm Ramp Pressures Margins
TSMC reported third-quarter 2026 revenue of $46.7B, up 16.2% sequentially in U.S. dollar terms and above the high end of its guidance range. EPS reached TWD 29.43, while the company’s 66.4% gross margin declined 130 basis points from the…
EPS +3.4%Rev +0.9% - SCHWQ3 FY2026Oct 15, 2026
Charles Schwab Q3 2026 Earnings: Record Asset Flows and Lending Drive Margin Expansion
Charles Schwab reported record third-quarter revenue of $7.2B, up 17% year over year, and GAAP diluted EPS of $1.62, up 29%. Adjusted EPS reached $1.69 as strong asset gathering, lending growth, asset-management fees, and trading activity…
EPS +2.4%Rev -0.1% - USBQ3 FY2026Oct 15, 2026
U.S. Bancorp Q3 2026 Earnings: Fee Growth and Margin Expansion Lift Full-Year Outlook
U.S. Bancorp reported third-quarter net revenue of $7.97B, up 8.7% from a year earlier, while diluted EPS rose 9.8% to $1.34. The quarter combined stronger net interest income, broad fee growth and improving operating efficiency, although…
EPS +1.5%Rev -0.3% - PNCQ3 FY2026Oct 15, 2026
PNC Financial Services Q3 2026 Earnings: Commercial Loan Growth Lifts NII as Fee Income Normalizes
PNC Financial Services reported third-quarter revenue of $6.6B and net income of $2.1B, or $4.97 per diluted share. Adjusted EPS was $5.09, up from $4.85 in the prior quarter, as commercial loan growth and lower adjusted expenses more than…
EPS +3.7%Rev -0.7% - PLDQ3 FY2026Oct 15, 2026
Prologis Q3 2026 Earnings: Rent Growth and Data Center Pipeline Offset a Tougher Capital-Markets Backdrop
Prologis reported third-quarter revenue of $2.39B, up from $2.21B a year earlier, while GAAP net earnings attributable to common stockholders rose to $0.86 per diluted share from $0.82. Core FFO increased 7% to $1.60 per share, supported by…
EPS +105.9%Rev +9.7% - IBKRQ3 FY2026Oct 15, 2026
Interactive Brokers 3Q 2026 Earnings: Client Growth and Margin Lending Drive Another High-Margin Quarter
Interactive Brokers reported third-quarter GAAP net revenue of $1.91B, up 16% year over year, while GAAP diluted EPS increased to $0.69 from $0.59. Adjusted net revenue rose 16% to $1.87B and adjusted EPS increased to $0.67 from $0.57.
EPS +0.3%Rev +3.0% - ASMLQ3 FY2026Oct 14, 2026
ASML Q3 2026 Earnings: Record Results as AI Demand Drives a Bigger Capacity Response
ASML reported record third-quarter net sales of €11.7B and net income of €5.0B, or €12.95 per share, as strong EUV, immersion DUV and installed-base upgrade demand lifted revenue and gross margin above guidance. The quarter was stronger…
EPS +18.8%Rev -1.3% - BACQ3 FY2026Oct 14, 2026
Bank of America Q3 2026 Earnings: Core Banking Growth Offsets Regulatory Charge and Weaker Markets
Bank of America reported third-quarter revenue of $30.0B, up 3% year over year, while GAAP diluted EPS fell to $0.91 from $1.04. Results included a $1.2B non-tax-deductible regulatory settlement charge tied to Bank Secrecy Act,…
EPS -1.8%Rev -1.9% - MSQ3 FY2026Oct 14, 2026
Morgan Stanley Q3 2026 Earnings: Equities and Wealth Flows Offset a Weaker Investment Management Quarter
Morgan Stanley reported third-quarter net revenues of $20.3B and diluted EPS of $3.03, up 12% and 8%, respectively, from a year earlier. The quarter was led by a 41% increase in equities revenue and record Wealth Management revenue, where…
EPS +3.4%Rev +2.1% - BLKQ3 FY2026Oct 14, 2026
BlackRock Q3 2026 Earnings: Record Inflows and Margin Expansion Highlight Platform Breadth
BlackRock reported third-quarter revenue of $7.75B, up 19% year over year, while GAAP diluted EPS rose 25% to $10.57. Adjusted diluted EPS increased 38% to $15.93, supported by higher fee revenue, performance fees, technology revenue and…
EPS +11.2%Rev +4.5% - JPMQ3 FY2026Oct 13, 2026
JPMorgan Chase Q3 2026 Earnings: Broad-Based Revenue Growth, but Capital Deployment Takes Priority Over Buybacks
JPMorgan Chase reported third-quarter net revenue of $50.2B on a reported basis, or $50.9B on a managed basis, while diluted EPS rose to $5.57 from $5.07 a year earlier. Net income increased 6% to $15.3B despite a $658M net investment…
EPS -3.0%Rev -2.1% - WFCQ3 FY2026Oct 13, 2026
Wells Fargo Q3 2026 Earnings: NII Growth and Cost Discipline Offset Weaker Markets Revenue
Wells Fargo reported third-quarter net income of $6.0B, or $1.87 per diluted share, up 6% and 13%, respectively, from a year earlier. Revenue increased 2% to $21.9B as broad-based growth in the core banking and wealth businesses offset…
EPS +1.1%Rev -1.9% - CQ3 FY2026Oct 13, 2026
Citigroup Q3 2026 Earnings: Services and Wealth Drive Higher Returns as Citi Raises Its Full-Year Return Outlook
Citigroup reported third-quarter revenue of $23.8B, up 8% year over year, and net income of $5.2B, or $2.85 per diluted share, up 53% on a reported basis. Excluding the prior-year Banamex goodwill impairment, EPS rose 27%, reflecting broad…
EPS +7.1%Rev +0.5% - GSQ3 FY2026Oct 13, 2026
Goldman Sachs Q3 2026 Earnings: Equities Financing and Asset Fees Offset a Slower Markets Quarter
Goldman Sachs reported third-quarter net revenues of $18.68B and diluted EPS of $17.01, up 23% and 39%, respectively, from a year earlier. The quarter remained strong by historical standards, led by record advisory revenue, record equities…
EPS +32.3%Rev +11.0% - UNHQ3 FY2026Oct 13, 2026
UnitedHealth Group Q3 2026 Earnings: Profit Recovery Drives Higher Full-Year EPS Outlook
UnitedHealth Group reported third-quarter revenue of $112.7B, down modestly from $113.2B a year earlier, while GAAP diluted EPS rose to $4.56 from $2.59 and adjusted EPS increased to $4.69 from $2.92. The company raised its full-year…
EPS +13.3%Rev +1.2% - JNJQ3 FY2026Oct 13, 2026
Johnson & Johnson Q3 2026 Earnings: Innovative Medicine Offsets MedTech Shortfall as Guidance Rises
Johnson & Johnson reported third-quarter sales of $25.4B, up 5.9% reported and 6.0% operationally, led by 7.9% operational growth in Innovative Medicine. GAAP EPS fell to $0.09 from $2.12 a year earlier, reflecting a proposed talc…
EPS +2.8%Rev +0.1% - MUQ4 FY2026Sep 30, 2026
Micron Fiscal Q4 2026 Earnings: Long-Term Supply Commitments Reinforce a Tight Memory Outlook
Micron’s fiscal fourth-quarter call centered less on reported quarterly financials and more on management’s increasingly confident view that memory markets will remain supply-constrained through 2028. The company said more than 75% of its…
EPS +5.4%Rev +5.6% - JBLQ4 FY2026Sep 30, 2026
Jabil Q4 2026 Earnings: AI Infrastructure Drives a 24% Fiscal 2027 Growth Outlook
Jabil closed fiscal 2026 with stronger-than-expected fourth-quarter revenue and core earnings, led by accelerating AI infrastructure demand and earlier-than-planned capacity ramps. The company’s fiscal 2027 outlook calls for revenue of…
EPS +8.1%Rev +9.3% - UECQ4 FY2026Sep 29, 2026
Uranium Energy Fiscal 2026 Earnings: Production Ramps as U.S. Supply Opportunity Takes Shape
Uranium Energy Corp. closed fiscal 2026 with a sharp fourth-quarter production increase, lower unit costs and a strong balance sheet that allows it to retain uranium inventory rather than sell into the spot market. The company produced…
Rev +90.0% - DRIQ1 FY2027Sep 24, 2026
Darden Fiscal Q1 2027 Earnings: LongHorn Momentum Offsets a Slower Olive Garden Start
Darden Restaurants began fiscal 2027 with sales and earnings growth in line with its own expectations, supported by continued strength at LongHorn Steakhouse and Yard House. Total sales rose 5.1% to $3.2B, while comparable-calendar…
EPS +0.0%Rev -0.2% - BBQ2 FY2027Sep 24, 2026
BlackBerry Q2 FY27 Earnings: QNX Royalties and Alloy Core Win Drive Higher Outlook
BlackBerry’s second-quarter results were stronger than its own guidance, led by record QNX revenue, higher-margin royalty conversion and an unusually large licensing transaction. The company raised full-year revenue, adjusted EBITDA, EPS…
Rev +15.5% - COSTQ4 FY2026Sep 24, 2026
Costco Q4 FY2026 Earnings: Core Sales Hold Near 7% as Tariff Refunds Lift EPS
Costco closed fiscal 2026 with 11.2% fourth-quarter sales growth and adjusted comparable-sales growth of 6.7% excluding gasoline and foreign exchange. The underlying business remained healthy across merchandise, ancillary services and…
EPS +3.2%Rev -1.2% - GISQ1 FY2027Sep 23, 2026
General Mills Fiscal 2027 Q1 Earnings: Share Trends Improve, but Pet and Inflation Remain Pressure Points
General Mills entered fiscal 2027 with improving retail momentum, particularly in major North American categories where share declines narrowed sharply from a year earlier. Management said retail consumption was still down 2% in the first…
EPS +4.6%Rev +0.9% - AZOQ4 FY2026Sep 22, 2026
AutoZone Q4 FY2026 Earnings: Commercial Growth Holds Up as DIY Traffic Remains Soft
AutoZone closed fiscal 2026 with 5.6% sales growth and a 15.1% increase in diluted EPS, but the headline profit gain was aided by a $96M tariff refund and a sharply smaller LIFO charge than a year earlier. The underlying operating picture…
EPS +3.6%Rev -1.6% - KRQ2 FY2026Sep 11, 2026
Kroger Q2 2026 Earnings: Sales Guidance Falls, but Margin Discipline Supports Profit Outlook
Kroger’s second quarter was mixed. Identical sales growth slowed to 0.2% excluding fuel, prompting management to reduce its full-year sales outlook, but adjusted EPS rose 5% to $1.09 and the company maintained its profit guidance. The…
EPS +2.8%Rev -0.1% - ADBEQ3 FY2026Sep 10, 2026
Adobe Q3 FY26 Earnings: Growth Holds at Double Digits as CEO Transition and AI Monetization Take Center Stage
Adobe’s fiscal third-quarter results showed continued double-digit revenue and subscription growth, supported by Acrobat, Creative Cloud and enterprise customer-experience products. The company raised its full-year revenue and EPS targets,…
EPS +0.8%Rev +1.0% - ORCLQ1 FY2027Sep 10, 2026
Oracle Q1 FY2027 Earnings: Cloud Infrastructure Growth Accelerates as CapEx Remains Elevated
Oracle’s first-quarter results were marked by a sharp acceleration in cloud infrastructure revenue, which rose 121% year over year to $7.4B and helped lift total revenue 30% to $19.3B. The company also raised its full-year revenue outlook…
EPS +10.3%Rev +1.1% - PLQ2 FY2027Sep 3, 2026
Planet Labs Q2 FY2027 Earnings: Satellite Services Drive Record Revenue, but Growth Mix Adds Variability
Planet Labs delivered a record $116M of revenue in the second quarter of fiscal 2027, up approximately 58% year over year, as it recognized revenue from handing over a satellite to the Swedish Armed Forces. The quarter also produced…
Rev +11.0% - DOCUQ2 FY2027Sep 3, 2026
DocuSign Q2 FY2027 Earnings: IAM Adoption Lifts ARR Outlook as Margins Expand
DocuSign delivered a stronger second quarter, with revenue rising 9%, non-GAAP operating margin expanding 180 basis points, and free cash flow increasing more than 35%. The central development was continued adoption of Intelligent Agreement…
EPS +6.4%Rev +1.0% - CPBQ4 FY2026Sep 3, 2026
The Campbell’s Company Q4 Fiscal 2026 Earnings: Fiscal 2027 Starts With a Weak First Quarter as Snacks Turnaround Takes Time
Campbell’s exited fiscal 2026 with stronger trends in cooking-oriented Meals & Beverages products, but management’s fiscal 2027 outlook points to another difficult year for the Snacks business. The company expects organic net sales to…
EPS +1.1%Rev -0.3% - HPEQ3 FY2026Sep 2, 2026
Hewlett Packard Enterprise Q3 2026 Earnings: Record Backlog Supports Higher 2027 Growth Framework
Hewlett Packard Enterprise reported record fiscal third-quarter revenue, profit and free cash flow as demand for AI infrastructure, traditional servers and networking continued to exceed available supply. Revenue rose 34% to $12.2B, while…
EPS +19.1%Rev +1.9% - GOLDQ4 FY2026Sep 2, 2026
Gold.com Q4 Earnings: Revenue Doubles, but Retail Demand and Margins Cool After Q3 Peak
Gold.com’s fiscal fourth-quarter revenue nearly doubled to $5B, helped by higher precious-metals prices, acquisitions and forward sales. Profit growth was more restrained: gross profit rose 35%, while EBITDA declined 3% as revenue mix…
EPS -57.2%Rev -11.7% - AVGOQ3 FY2026Sep 2, 2026
Broadcom Q3 FY2026 Earnings: AI Revenue More Than Triples as Long-Term Outlook Expands
Broadcom reported record fiscal third-quarter revenue, operating income and free cash flow, led by a 221% increase in AI semiconductor revenue to $16.7B. The company’s near-term outlook also accelerated, with fourth-quarter AI revenue…
EPS +3.1%Rev +1.2% - AIQ1 FY2027Sep 2, 2026
C3 AI Q1 FY2027 Earnings: Cost Reset Drives Positive Free Cash Flow as Federal Bookings Accelerate
C3 AI’s fiscal first-quarter results showed early financial benefits from a broad restructuring, with revenue above management’s prior outlook, a sharply narrower operating loss, and positive free cash flow. The more important question is…
EPS +23.2%Rev +0.6% - CRDOQ1 FY2027Sep 1, 2026
Credo Q1 FY2027 Earnings: Optical Ramps Become the Next Growth Engine
Credo reported another record quarter, with fiscal first-quarter revenue of $479M, up 115% year over year and 10% sequentially. The company also guided Q2 revenue to $525M-$535M, implying continued growth before management expects a larger…
EPS +2.6%Rev +1.2% - PANWQ4 FY2026Sep 1, 2026
Palo Alto Networks Q4 FY26 Earnings: Platform Growth Accelerates, but Margin Mix Shifts Toward SaaS
Palo Alto Networks closed fiscal 2026 with revenue growth of 34%, record remaining performance obligations, and nearly $1B of net new next-generation security ARR in the fourth quarter. The quarter reinforced the company’s platformization…
EPS +4.3%Rev +1.7% - DELLQ2 FY2027Sep 1, 2026
Dell Technologies FY2027 Q2 Earnings: AI Orders and Infrastructure Demand Drive a $25B Guidance Increase
Dell Technologies reported a sharply stronger fiscal second quarter, with revenue rising 58% to $47B and non-GAAP diluted EPS increasing 203% to $7.04. The main driver was Infrastructure Solutions Group growth, where AI server revenue…
EPS +43.4%Rev +4.6% - WDAYQ2 FY2027Aug 27, 2026
Workday Q2 FY27 Earnings: AI Adoption Accelerates, but Revenue Impact Remains Deferred
Workday reported 13% total revenue growth in the second quarter of fiscal 2027, supported by 14% subscription revenue growth, continued expansion within its installed base, and a 31.1% non-GAAP operating margin. The central development was…
EPS +5.4%Rev +0.5% - BBYQ2 FY2027Aug 27, 2026
Best Buy Q2 Fiscal 2027 Earnings: Comparable Sales Rebound Drives Higher Outlook
Best Buy’s second-quarter results were stronger than its prior outlook, with comparable sales rising 4.1% against management’s expectation for roughly 1% growth. Revenue growth was broad-based across computing, home theater, mobile phones…
EPS +5.8%Rev +1.9% - HRLQ3 FY2026Aug 27, 2026
Hormel Foods Q3 2026 Earnings: Profit Growth Holds as Retail Volumes Weaken
Hormel Foods delivered higher adjusted earnings in fiscal third-quarter 2026 despite a 2% decline in organic net sales. The result reflected improved adjusted operating margin, lower employee-related costs and the early benefit of lower…
EPS +4.5%Rev -2.4% - AFRMQ4 FY2026Aug 27, 2026
Affirm Q4 Fiscal 2026 Earnings: Record Profitability as Product Expansion Broadens Growth Paths
Affirm described fiscal Q4 2026 as its most profitable quarter to date, excluding the benefit of a tax-allowance release. The call’s central message was that growth remains broad-based across merchant checkout, direct-to-consumer products…
Rev +5.3% - ULTAQ2 FY2026Aug 27, 2026
Ulta Beauty Q2 Fiscal 2026 Earnings: Raised Outlook as Fragrance and Digital Growth Offset Category Weakness
Ulta Beauty delivered a stronger second quarter, with net sales up 8.9%, comparable sales up 3.8%, and diluted EPS rising 13.3% to $6.55. The company raised its full-year sales and earnings outlook after first-half execution exceeded its…
EPS +5.3%Rev +1.6% - ADSKQ2 FY2027Aug 27, 2026
Autodesk Q2 FY2027 Earnings: Raised Outlook Reflects Strong Execution and MaintainX Contribution
Autodesk delivered fiscal second-quarter revenue growth of 16% and raised its full-year revenue and billings outlook after results exceeded the high end of management’s guidance ranges. The quarter showed continued strength in construction,…
EPS +5.8%Rev +1.7% - MRVLQ2 FY2027Aug 27, 2026
Marvell Fiscal Q2 2027 Earnings: AI Data Center Demand Lifts FY28 Revenue Outlook to $18B
Marvell reported record fiscal second-quarter revenue and raised its revenue outlook for both fiscal 2027 and fiscal 2028, citing stronger-than-expected demand across AI data center connectivity, switching and custom silicon. The main…
EPS +0.6%Rev +0.7% - VEEVQ2 FY2027Aug 26, 2026
Veeva Systems Fiscal Q2 2027 Earnings: Record CRM Execution Meets an Early AI Opportunity
Veeva Systems reported fiscal second-quarter revenue of $928M and non-GAAP operating income of $416M, both ahead of management’s prior guidance. The quarter’s operating message was particularly strong in Commercial Cloud, where subscription…
EPS +5.4%Rev +2.5% - SNPSQ3 FY2026Aug 26, 2026
Synopsys Q3 FY2026 Earnings: EDA Momentum Accelerates as Ansys Integration Begins to Add Growth Options
Synopsys reported a stronger-than-guided fiscal third quarter, with revenue, non-GAAP operating margin and non-GAAP EPS all above the high end of management’s outlook. The company also raised full-year revenue, margin, earnings and…
EPS +6.5%Rev +1.6% - URBNQ2 FY2027Aug 26, 2026
Urban Outfitters Q2 Fiscal 2027 Earnings: Nuuly Scale and Broad Brand Momentum Offset Cost Pressures
Urban Outfitters delivered another quarter of double-digit sales growth and record operating income, with strength across its retail brands, wholesale business, and Nuuly rental subscription platform. Net sales rose 10% to $1.7B and…
EPS +0.0%Rev +0.6% - JKSQ2 FY2026Aug 26, 2026
JinkoSolar Q2 2026 Earnings: Shipment Discipline Takes Priority as Revenue Falls 31%
JinkoSolar’s second-quarter results remained pressured by weak module pricing and industry oversupply, with revenue falling 31% year over year to $1.82B and the operating loss widening. Management’s central message was a shift away from…
EPS -237.3%Rev -16.0% - NVDAQ2 FY2027Aug 26, 2026
NVIDIA Q2 FY2027 Earnings: Revenue More Than Doubles, but Margin Outlook Resets on Memory Costs
NVIDIA reported $96 billion in fiscal second-quarter revenue, more than double the prior year, with Data Center revenue reaching $89 billion as Blackwell deployments and NeoCloud capacity additions drove growth. Management also gave an…
EPS +6.2%Rev +4.3% - SJMQ1 FY2027Aug 26, 2026
J.M. Smucker Fiscal Q1 2027 Earnings: Uncrustables Momentum Offsets a More Cautious Coffee Outlook
J.M. Smucker entered fiscal 2027 with strong momentum in Uncrustables, improving performance in parts of its pet-snacks portfolio, and a tariff-refund benefit that accelerated debt reduction. The quarter was also marked by more caution…
EPS +45.9%Rev +4.1% - ANFQ2 FY2026Aug 26, 2026
Abercrombie & Fitch Q2 2026 Earnings: Tariff Refund Lifted Profit, but Underlying Demand Also Improved
Abercrombie & Fitch delivered a stronger-than-expected second quarter, with net sales rising 5% to a record $1.27B and operating margin reaching 19.9%. The headline profit result was heavily aided by a $100M refund of IEEPA tariffs, but…
EPS +109.5%Rev +1.5% - AQ3 FY2026Aug 26, 2026
Agilent Q3 2026 Earnings: China and Pharma Strength Drive Raised Outlook
Agilent delivered a stronger-than-expected fiscal third quarter, with 7.3% core revenue growth and adjusted EPS growth of 14% excluding tariff refunds. China, pharma, advanced therapeutics and semiconductor-related applied markets were the…
EPS +8.7%Rev +2.0% - CRMQ2 FY2027Aug 26, 2026
Salesforce Q2 FY2027 Earnings: AI Products Lift Bookings and Raise Revenue Outlook
Salesforce reported a stronger fiscal second quarter, with revenue above the high end of its constant-currency guidance, accelerating current remaining performance obligations, and a $300M increase to its full-year revenue outlook. The…
EPS +80.4%Rev +0.1% - CRWDQ2 FY2027Aug 26, 2026
CrowdStrike Fiscal Q2 2027 Earnings: Net New ARR Accelerates as AI Security Demand Lifts Guidance
CrowdStrike delivered an unusually strong fiscal second quarter, with record $333M net new ARR, 26% revenue growth, expanding margins, and a second increase to its full-year outlook. The most consequential development was not the quarterly…
EPS +6.3%Rev +2.1% - SMTCQ2 FY2027Aug 25, 2026
Semtech Q2 FY2027 Earnings: Data Center Ramp Drives Record Revenue and a Sharper Margin Outlook
Semtech reported record fiscal second-quarter revenue of $342M, up 33% year over year, while adjusted EPS rose 73% to $0.71. The quarter was led by accelerating data center demand, particularly for 800-gig and emerging 1.6T connectivity…
EPS +15.6%Rev +4.0% - XPEVQ2 FY2026Aug 24, 2026
XPeng Q2 2026 Earnings: Revenue Rebounds Sequentially as Robotics Financing Expands Physical AI Ambitions
XPeng’s second-quarter results showed a sharp sequential recovery in deliveries and revenue, but profitability remained constrained by vehicle-generation transitions, higher R&D spending and increased sales and marketing costs. Total…
EPS -252.3%Rev -3.7% - PDDQ2 FY2026Aug 24, 2026
PDD Holdings Q2 2026 Earnings: Revenue Growth Slows as Supply-Chain Investment Pressures Profit
PDD Holdings reported 8% year-over-year revenue growth in the second quarter, with transaction services outperforming its online marketing business. Operating profit increased, but net income declined 12% as the company continued to invest…
EPS +4.8%Rev -2.4% - WMTQ2 FY2027Aug 20, 2026
Walmart Q2 Fiscal 2027 Earnings: Digital Profit Mix Supports Higher Full-Year Outlook
Walmart’s second-quarter results were broadly strong, with constant-currency sales growth reaching the top end of guidance and adjusted operating income rising 17.4%. The headline profit growth was materially helped by tariff refunds, but…
EPS +9.2%Rev +0.7% - AMATQ3 FY2026Aug 13, 2026
Applied Materials Fiscal Q3 2026 Earnings: AI Demand Drives Record Revenue, Higher Margins and Stronger Outlook
Applied Materials reported record fiscal third-quarter revenue of $9.1B, up 25% year over year and 15% sequentially, as demand for AI-related semiconductor capacity accelerated across leading-edge logic, DRAM and advanced packaging.…
EPS +2.9%Rev +1.3% - SMCIQ4 FY2026Aug 11, 2026
Super Micro Q4 FY2026 Earnings: Record Orders Lift FY2027 Outlook, but Margin Windfall Will Not Repeat
Super Micro Computer closed fiscal 2026 with Q4 revenue of $11.1B, up 93% year over year, while non-GAAP EPS of $1.70 substantially exceeded the company’s own $0.65 to $0.79 outlook. The stronger earnings result was driven primarily by a…
EPS +84.2%Rev -4.1% - LYFTQ2 FY2026Aug 6, 2026
Lyft Q2 2026 Earnings: Rider Growth and Margin Expansion Continue as AV Rollout Advances
Lyft reported record rider activity in the second quarter, with more than 30 million active riders and 262 million rides, while gross bookings rose 23% year over year to $5.5B. Adjusted EBITDA increased 37%, and trailing-12-month free cash…
EPS -9.7%Rev +2.1% - UBERQ2 FY2026Aug 5, 2026
Uber Q2 2026 Earnings: Cash Flow Tops $10B as Growth and AV Investment Accelerate
Uber’s second-quarter results pointed to continued operating momentum, with gross bookings rising 22% year over year to more than $58B and adjusted EPS increasing 35%. The company also passed $10B in trailing-12-month free cash flow for the…
EPS +0.6%Rev -0.3% - DISQ3 FY2026Aug 5, 2026
Walt Disney Fiscal Q3 Earnings: Experiences Strength Lifts Outlook as Streaming Margins Improve
Disney reported a stronger fiscal third quarter, with revenue up 7% and total segment operating income up 21%, ahead of its prior guidance. The largest contributor was Disney Experiences, where revenue reached a record $10B as domestic park…
EPS +10.8%Rev -0.6% - LLYQ2 FY2026Aug 5, 2026
Eli Lilly Q2 2026 Earnings: Incretin Demand Drives 48% Revenue Growth as Guidance Rises
Eli Lilly reported another strong quarter, with revenue up 48% year over year, led by continued growth in Mounjaro and Zepbound. The company raised its 2026 revenue and non-GAAP earnings outlook, while profitability improved despite higher…
EPS +30.9%Rev +10.3% - AMDQ2 FY2026Aug 4, 2026
AMD Q2 2026 Earnings: Data Center Becomes the Growth Engine as Helios Ramp Nears
AMD reported record second-quarter revenue of $11.5B, up 50% year over year, led by a doubling in data center sales and continued gains in server CPUs and AI accelerators. The quarter also showed expanding profitability, with gross margin…
EPS +2.5%Rev +2.0% - PFEQ2 FY2026Aug 4, 2026
Pfizer Q2 2026 Earnings: Non-COVID Growth Offsets a Weaker COVID Outlook
Pfizer reported a mixed second quarter in which underlying commercial performance and cost control offset lower COVID-19 demand. Revenue rose 1% operationally to $15B, while revenue excluding COVID products increased 5%; adjusted diluted…
EPS +12.9%Rev +4.4% - CATQ2 FY2026Aug 4, 2026
Caterpillar Q2 2026 Earnings: Record Revenue and Backlog Drive Higher Full-Year Outlook
Caterpillar reported a stronger-than-expected second quarter, with sales and revenues rising 24% to a record $20.5B and adjusted EPS increasing 73% to $8.17. Growth was broad-based across Construction Industries, Resource Industries and…
EPS +31.4%Rev +6.2% - PLTRQ2 FY2026Aug 3, 2026
Palantir Q2 2026 Earnings: U.S. Commercial Growth Accelerates as Full-Year Guidance Rises
Palantir reported a sharply stronger second quarter, with revenue up 93% year over year to $1.935B and U.S. commercial revenue up 149% to $764M. The company also raised its full-year revenue, operating income and free-cash-flow outlook,…
EPS +19.0%Rev +6.8% - SNAPQ2 FY2026Aug 3, 2026
Snap Q2 2026 Earnings: Cash Flow Improves as Subscription Revenue Accelerates
Snap delivered a stronger second quarter, with revenue up 19%, gross margin expanding seven percentage points, and free cash flow reaching $121M. The headline improvement came from both a recovering advertising platform and rapid growth in…
EPS +17.9%Rev +3.9% - XOMQ2 FY2026Jul 31, 2026
ExxonMobil Q2 Earnings: Middle East Disruption Boosts Earnings Despite Lost Upstream Volumes
ExxonMobil reported $14.5B of second-quarter earnings and more than $17B of free cash flow despite the temporary loss of roughly 10% of its upstream production tied to Middle East disruption. The quarter benefited from tight global supplies…
EPS -1.1%Rev +5.5% - CVXQ2 FY2026Jul 31, 2026
Chevron Q2 2026 Earnings: Cash Flow Surges as Production Records and Power Strategy Advance
Chevron reported a sharply stronger second quarter, with adjusted earnings rising $9.2B from the first quarter as higher commodity realizations, production growth, refining margins and favorable timing effects lifted results. The company…
EPS +9.2%Rev +11.7% - AMZNQ2 FY2026Jul 30, 2026
Amazon Q2 2026 Earnings: AWS Growth Accelerates as AI Demand Drives Higher CapEx
Amazon delivered a strong second quarter, with revenue reaching $200.6B and operating income rising 43% to $27.5B. The defining development was AWS: revenue grew 36.7%, its fastest pace in 18 quarters, while management said both AI and…
EPS +215.9%Rev +1.8% - AAPLQ3 FY2026Jul 30, 2026
Apple Q3 Fiscal 2026 Earnings: Supply Constraints and Memory Costs Temper a Record Quarter
Apple reported a strong June quarter, with revenue up 16% to a record $109.4B and diluted EPS up 29% to $2.02. Growth was led by iPhone and Mac, while services continued to expand at a double-digit rate despite foreign-exchange headwinds.
EPS +6.9%Rev +0.3% - RIVNQ2 FY2026Jul 30, 2026
Rivian Q2 2026 Earnings: R2 Launch Lifts Deliveries, but Profitability Still Depends on the Ramp
Rivian’s second quarter marked the start of external R2 deliveries and a step up in vehicle volumes, helping revenue rise 27% year over year to $1.66B. Gross profit turned positive at the consolidated level, largely supported by the…
EPS +29.1%Rev +9.2% - COINQ2 FY2026Jul 30, 2026
Coinbase Q2 2026 Earnings: Diversification Strategy Takes Center Stage as Coinbase 1 and USDC Expand
Coinbase’s Q2 2026 call focused less on reported financial results and more on the company’s effort to diversify beyond spot crypto trading. Management highlighted record Coinbase 1 membership, early cross-selling benefits from newer…
EPS -206.5%Rev -5.6% - METAQ2 FY2026Jul 29, 2026
Meta Q2 2026 Earnings: Ad Growth Holds at 27% as AI Spending Drives Free Cash Flow Lower
Meta Platforms delivered another quarter of strong advertising growth, with total revenue rising 28% to $60.8B and Family of Apps ad revenue up 27%. The underlying story, however, is increasingly defined by the scale of the company’s AI…
EPS -14.0%Rev +1.0% - MSFTQ4 FY2026Jul 29, 2026
Microsoft FY2026 Q4 Earnings: Azure Accelerates as AI Demand Outruns Capacity
Microsoft closed fiscal 2026 with broad-based growth led by Azure, commercial cloud services, and expanding monetization of AI products. Fourth-quarter revenue rose 18% to $90B, while Azure and other cloud services grew 43%, exceeding…
EPS +11.8%Rev +2.7% - SOFIQ2 FY2026Jul 29, 2026
SoFi Q2 2026 Earnings: Revenue Guidance Rises as Lending and Cross-Buy Accelerate
SoFi reported a stronger second quarter, with adjusted net revenue rising 40% year over year to $1.2B and adjusted EBITDA increasing 44% to $358M. The company raised its full-year revenue outlook but held its EBITDA and EPS targets…
EPS +9.1%Rev +8.1% - HOODQ2 FY2026Jul 29, 2026
Robinhood Q2 2026 Earnings: Record Revenue and Margins as Product Expansion Broadens Growth Drivers
Robinhood reported record Q2 revenue of $1.3B, up 32% year over year, alongside $741M of adjusted EBITDA and a 57% adjusted EBITDA margin. The quarter combined strong trading activity with rising interest-earning balances, Gold…
EPS +40.9%Rev +1.7% - QCOMQ3 FY2026Jul 29, 2026
Qualcomm Fiscal Q3 2026 Earnings: Automotive Strength and Data Center Plans Offset a Weaker Handset Backdrop
Qualcomm delivered fiscal third-quarter revenue at the high end of its guidance, supported by record automotive sales and continued growth in industrial IoT. But the near-term handset environment weakened as higher memory and component…
EPS -0.9%Rev +2.6% - CMGQ2 FY2026Jul 29, 2026
Chipotle Q2 2026 Earnings: Traffic Turns Positive, but Margin Pressure and Softer July Trends Temper the Setup
Chipotle Mexican Grill reported stronger second-quarter sales growth as comparable transactions returned to positive territory, helped by limited-time menu items, loyalty initiatives and improved restaurant execution. Revenue rose 9.3% to…
EPS +3.5%Rev +0.5% - SBUXQ3 FY2026Jul 29, 2026
Starbucks Q3 FY2026 Earnings: Comps and Margins Improve as China Restructuring Masks Revenue Growth
Starbucks reported a stronger underlying operating quarter, with global comparable sales growth accelerating to 7.9% and consolidated operating margin expanding 430 basis points to 14.4%. However, reported revenue declined 1% to $9.3B…
EPS +28.8%Rev +1.6% - BAQ2 FY2026Jul 28, 2026
Boeing Q2 2026 Earnings: Production Ramp Lifts Cash Flow as Certification and Supply Chain Risks Persist
Boeing’s second-quarter results showed further operational recovery, led by the highest quarterly commercial-aircraft delivery total since 2018 and a return to positive free cash flow. Revenue rose 8% to $24.6B, while free cash flow reached…
EPS -123.5%Rev +1.2% - UPSQ2 FY2026Jul 28, 2026
UPS Q2 2026 Earnings: Amazon Exit Lifts Domestic Margins as Full-Year Outlook Rises
UPS delivered a stronger second quarter as its planned Amazon volume reduction and U.S. network reconfiguration moved from a drag on results to a source of operating leverage. Revenue rose 7.6% to $22.8B, while adjusted operating profit…
EPS +6.7%Rev +4.3% - PYPLQ2 FY2026Jul 28, 2026
PayPal Q2 2026 Earnings: Guidance Rises as Venmo, Braintree and Credit Offset Checkout Stagnation
PayPal reported second-quarter results above its own guidance and raised its full-year outlook for transaction margin dollars and non-GAAP EPS. The operating picture was mixed: branded checkout growth held at 2%, but Venmo, Braintree and…
EPS +7.8%Rev +2.5% - INTCQ2 FY2026Jul 23, 2026
Intel Q2 2026 Earnings: Server Demand Drives Upside as CapEx Rises Sharply
Intel’s second-quarter results exceeded its own outlook, with revenue of $16.1B, non-GAAP gross margin of 41.8%, and non-GAAP EPS of $0.42 all above guidance. The upside was led by data center demand, higher average selling prices,…
EPS +100.0%Rev +11.7% - TSLAQ2 FY2026Jul 22, 2026
Tesla Q2 2026 Earnings: Demand Rebounds, but Margins and Capital Needs Remain Central
Tesla reported record second-quarter deliveries and said it exited the period with its largest vehicle order backlog since 2023, signaling a meaningful improvement in demand after the weakness that had persisted into early 2026. The…
EPS -34.0%Rev +6.9% - GOOGLQ2 FY2026Jul 22, 2026
Alphabet Q2 2026 Earnings: Cloud Growth Accelerates as AI Capacity Spending Climbs
Alphabet reported a strong second quarter, led by 82% Google Cloud revenue growth, continued double-digit expansion in Search, and sharply higher Cloud profitability. The central investment issue is no longer whether AI is supporting demand…
EPS +217.4%Rev +2.8% - NOWQ2 FY2026Jul 22, 2026
ServiceNow Q2 2026 Earnings: AI ACV Tops $1B as Growth and Margins Beat Guidance
ServiceNow delivered a stronger-than-guided second quarter, with subscription revenue, current remaining performance obligations and operating margin all exceeding the company’s outlook. The most important development was the continued…
EPS +4.7%Rev +1.5% - NFLXQ2 FY2026Jul 16, 2026
Netflix Q2 2026 Earnings: Full-Year Growth Plan Holds as Ads, Pricing and Live Content Expand
Netflix’s Q2 2026 discussion pointed to continued revenue growth from membership gains, pricing and advertising, while management maintained its full-year outlook. The company guided to 12% reported revenue growth in the third quarter and…
EPS +1.3%Rev -0.2% - UNHQ2 FY2026Jul 16, 2026
UnitedHealth Group Q2 2026 Earnings: Medicare Improvement Lifts Outlook, but Commercial Cost Pressure Persists
UnitedHealth Group’s second-quarter results showed a meaningful recovery in profitability, driven by stronger-than-expected Medicare Advantage performance, improved Optum Health execution, and actions taken over the past year to reshape…
EPS +29.1%Rev +1.1% - TSMQ2 FY2026Jul 16, 2026
TSMC Q2 2026 Earnings: AI Demand Drives Higher CapEx and a Steeper 2 nm Ramp
TSMC ended the second quarter at the high end of its revenue guidance, supported by strong demand for leading-edge process technologies and continued growth in high-performance computing. Management also raised its 2026 capital budget to…
EPS +11.4%Rev -1.2% - ASMLQ2 FY2026Jul 15, 2026
ASML Q2 2026 Earnings: Strong AI-Driven Demand Lifts Full-Year Outlook and Capacity Plans
ASML’s second-quarter results came in above its own guidance, led by stronger-than-expected Installed Base Management sales and a favorable high-margin upgrade mix. More importantly, management raised its 2026 revenue outlook to €43B-€45B…
EPS +8.8%Rev +4.2% - JPMQ2 FY2026Jul 14, 2026
JPMorgan Chase Q2 2026 Earnings: Capital Markets Strength Lifts Outlook, but Trading Peak May Be Hard to Repeat
JPMorgan Chase reported Q2 net income of $16.9B, or $6.14 per share, with a 23% return on tangible common equity. The quarter was driven by broad strength in capital markets, particularly equities trading, alongside higher…
EPS +35.8%Rev +13.1% - BACQ2 FY2026Jul 14, 2026
Bank of America Q2 2026 Earnings: Broad-Based Revenue Growth Lifts Operating Leverage
Bank of America reported a strong second quarter, with revenue up 15%, net income up 27%, and EPS up 34% as net interest income, investment banking, wealth management, and trading all grew. The central investment takeaway is that the bank’s…
EPS +7.1%Rev +2.5% - GSQ2 FY2026Jul 14, 2026
Goldman Sachs Q2 2026 Earnings: Record Markets Revenue Extends a Strong Deal-Making Cycle
Goldman Sachs reported record second-quarter revenue of $20.3B and record EPS of $20.98, propelled by exceptional performance in equities, FICC and investment banking. The quarter benefited from a favorable market environment marked by…
EPS +45.0%Rev +25.3% - NKEQ4 FY2026Jun 30, 2026
NIKE Q4 FY26 Earnings: Tariff Recovery Masks Soft Demand as Turnaround Extends Into FY27
NIKE’s fourth-quarter results were mixed. Revenue fell 1% on a reported basis and 4% currency-neutral as weaker NIKE Direct sales, Greater China and EMEA offset modest North America growth, while a $986M tariff-related recovery lifted…
Rev +1.1% - MUQ3 FY2026Jun 24, 2026
Micron FQ3 2026 Earnings: Strategic Customer Agreements Reshape Revenue Visibility
Micron’s fiscal third-quarter call centered less on conventional earnings metrics and more on a shift in its commercial model. Management said it has signed 16 Strategic Customer Agreements, or SCAs, that include take-or-pay commitments,…
EPS +19.7%Rev +15.4% - FDXQ4 FY2026Jun 23, 2026
FedEx Q4 FY2026 Earnings: Premium B2B Growth Supports Higher Calendar-Year Profit Outlook
FedEx finished fiscal 2026 with revenue growth accelerating to 13% in the fourth quarter, led by FedEx Express revenue growth of 14% and stronger demand in premium business-to-business services. Adjusted EPS of $6.31 exceeded the high end…
EPS +5.9%Rev +4.0% - COSTQ3 FY2026May 28, 2026
Costco Q3 2026 Earnings: Core Sales Hold Up as Gas Lifts Headline Growth
Costco reported a strong fiscal third quarter, with net sales up 11.6% and diluted EPS up 15%, helped by higher gasoline prices and record fuel volumes. The more important underlying result was a 6.6% comparable-sales increase excluding…
EPS -1.4%Rev +1.0%