Earnings Articles and Guides
TickerPosts guides and articles tagged earnings. Plain-English, calm, and written for everyday investors. 51 posts.
Tesla (TSLA) Q3 2026 Earnings: Revenue Flat at $28.0 Billion, Operating Income Down 56%, FSD Subscriptions Reach 1.74 Million
Tesla reported $28.0 billion in third-quarter revenue, GAAP operating income of $718 million, net income of $787 million, and free cash flow of $1.5 billion, with active FSD subscriptions up to 1.74 million.
· 2 min read
Meta (META) Q3 2026 Earnings: Revenue Up 26% as a $9.9 Billion Legal Charge Halves Operating Margin, Plus a New Non-Voting Share Class
Meta reported $64.6 billion in revenue, up 26%, and EPS of $3.83 after a $9.89 billion charge tied to its settlement with state attorneys general. It also announced a one-for-one dividend of new non-voting Class C shares.
· 2 min read
Super Micro (SMCI) Stock News: Preliminary Quarterly Revenue of $18.5 Billion to $19.5 Billion, Far Above Its Own Guidance
Super Micro said preliminary revenue for the quarter ended September 30 was $18.5 billion to $19.5 billion against guidance of $14.5 billion to $15.5 billion, with gross margin of 12.0% to 12.5%, citing AI platform demand.
· 1 min read
RTX (RTX) Q3 2026 Earnings: Sales Up 11%, Backlog Reaches $340 Billion, Outlook Raised Again
RTX reported $25.0 billion in third-quarter sales, adjusted EPS of $2.26, and a record $340 billion backlog, and raised its 2026 sales, earnings, and cash flow outlook.
· 1 min read
Cleveland-Cliffs (CLF) Q3 2026 Earnings: Return to Profit and a $4 Billion Target for 2027
Cleveland-Cliffs posted its strongest quarter in three years, with $612 million of adjusted EBITDA and a return to net income, and said it expects 2027 adjusted EBITDA above $4 billion.
· 1 min read
Fastenal (FAST) Q3 2026 Earnings: Daily Sales Up 15.5%, Operating Margin Widens
Fastenal reported third-quarter sales of $2.46 billion, up 15.5%, with operating margin of 21.5% and diluted EPS of $0.35, up about 20%.
· 1 min read
Morgan Stanley (MS) Q3 2026 Earnings: Equity Trading Jumps 41%, Wealth Management Sets a Record
Morgan Stanley reported $20.3 billion in net revenue and EPS of $3.03 for the third quarter, with equity trading revenue up 41% and $232 billion of net new assets in wealth management.
· 1 min read
Goldman Sachs (GS) Q3 2026 Earnings: Revenue Up 23%, EPS of $17.01
Goldman Sachs reported $18.68 billion in net revenue and net earnings of $5.29 billion, or $17.01 per share, driven by a 32% jump in Global Banking & Markets.
· 1 min read
Domino’s (DPZ) Q3 2026 Earnings: U.S. Same-Store Sales Flat as New CEO Takes Over, Analysts Trim Targets
Domino’s reported 0.3% U.S. same-store sales growth and 175 net new stores in the third quarter, its first under CEO Joe Jordan. Several brokerages lowered price targets after the report.
· 1 min read
Delta (DAL) Q3 2026 Earnings: Record Revenue, Profit Held Flat by a $6 Billion Fuel Bill
Delta reported record September-quarter revenue of $17.6 billion and adjusted EPS of $1.72, and guided to full-year EPS of $5.10 to $5.60 while absorbing a $6 billion increase in fuel costs.
· 1 min read
J.B. Hunt (JBHT) Q3 2026 Earnings: Revenue Up 20%, Operating Income Up 2%
J.B. Hunt reported $3.68 billion in revenue, up 20%, but operating income rose only 2% as purchased transportation, driver, fuel and insurance costs climbed.
· 1 min read
Levi Strauss (LEVI) Q3 2026 Earnings: Profit Outlook Raised, Direct-to-Consumer Falls Short
Levi Strauss raised its full-year margin and EPS outlook after a quarter of 4% revenue growth, but said its direct-to-consumer business missed internal expectations. Analysts lowered targets.
· 1 min read
SpaceX (SPCX) Q3 2026 Earnings: Revenue Up 161% as AI Segment Overtakes Starlink
SpaceX reported $14.6 billion in third-quarter revenue, net income of $4.4 billion, and its first revenue-generating Starship mission. Its Super Intelligence segment became the largest by revenue.
· 1 min read
Northrop Grumman (NOC) Q3 2026 Earnings: $16 Billion of Awards, Backlog Hits $110 Billion
Northrop Grumman reported $11.1 billion in sales, EPS of $7.89, net awards of $16 billion and a record $110 billion backlog, and raised its 2026 earnings guidance.
· 1 min read
Danaher (DHR) Q3 2026 Earnings: Guidance Raised After Revenue Growth of 8.5%, Plus an NVIDIA Lab Partnership
Danaher reported revenue of $6.6 billion, up 8.5%, and adjusted EPS of $2.11, and raised its full-year adjusted EPS guidance. A week earlier it announced a collaboration with NVIDIA on AI-driven lab instruments.
· 1 min read
Helen of Troy (HELE) Fiscal Q2 Earnings: Sales Up 2%, Outlook Raised With Tariff Refunds
Helen of Troy reported fiscal second-quarter sales of $440.9 million, a return to GAAP profit, and raised its full-year EPS and cash flow outlook, helped by about $80 million of expected tariff refunds.
· 1 min read
Netflix (NFLX) Q3 2026 Earnings: Revenue Up 12%, Margin 34.6%, Ad Forecast Trimmed
Netflix reported $12.9 billion in third-quarter revenue and a 34.6% operating margin, kept full-year revenue guidance near $51.1 billion, and lowered its 2026 advertising forecast to about $2.7 billion.
· 1 min read
GM (GM) Q3 2026 Earnings: Profit Rises, Cash Flow Guidance Raised, $20 Billion Buyback Approved
General Motors reported $50.0 billion in revenue and $3.3 billion in net income for the third quarter, narrowed its full-year profit range upward, raised cash flow guidance, and authorized a $20 billion share repurchase.
· 1 min read
Earnings This Week: Netflix, GM, Tesla and Meta Report
Netflix and General Motors report Tuesday, Tesla and Meta on Wednesday. Here is what each company has confirmed and what to compare.
· 1 min read
How R&D Expensing and Special Items Can Change CAPE's Earnings Base
Accounting rules shape reported earnings. See why more R&D spending or repeated special charges can affect a long-run price-earnings comparison.
· 2 min read
Paychex (PAYX) Q1 Earnings: Revenue Grows 6%, Profit Rises Faster
Paychex reports $1.63 billion in quarterly revenue, with GAAP and adjusted earnings both higher.
· 1 min read
Cintas (CTAS) Q1 Earnings: Organic Growth Reaches 8.9%, Outlook Rises
Cintas reports higher revenue and margins and raises its fiscal 2027 outlook while the UniFirst transaction remains under review.
· 1 min read
Lennar (LEN) Q3 Earnings: Orders Decline and Delivery Target Falls
Lennar reports lower quarterly profit and cuts its full-year delivery target as housing affordability weighs on demand.
· 1 min read
Carnival (CCL) Q3 2026 Earnings: Record Profit and 2027 Bookings
Carnival reported $1.9 billion in quarterly net income, record revenue and record 2027 bookings while higher fuel costs remained a material headwind.
· 2 min read
CarMax (KMX) Q2 Earnings: Used-Car Sales Rebound 13.8%
CarMax grew retail used-unit sales 13.8% and revenue 19.5%, while lower profit per vehicle showed the cost of pricing for volume.
· 2 min read
Costco (COST) Q4 2026 Earnings: Sales Rise 11.2%
Costco's quarterly sales rose to $93.9 billion and EPS reached $6.75. A tariff-refund benefit added $0.15 per share, so underlying growth deserves separate attention.
· 1 min read
Oracle (ORCL) Q1 FY2027 Earnings: Infrastructure Grows 121%
Oracle reported $1.92 adjusted EPS and $19.345 billion in revenue. Cloud infrastructure more than doubled, but $28.499 billion in capital spending kept free cash flow negative.
· 3 min read
Adobe (ADBE) Q3 2026 Earnings: EPS Beats, Annual Outlook Rises
Adobe earned an adjusted $6.13 per share on $6.760 billion in revenue. Full-year GAAP guidance increased, but Q4 GAAP guidance fell short of the cited estimate.
· 3 min read
Alphabet (GOOGL) Q2 2026 Earnings: Cloud Surges, AI Capex Soars
Alphabet's revenue rose 24% and Google Cloud accelerated 82%, but AI spending pushed quarterly free cash flow below zero. Here is what matters for GOOGL.
· 3 min read
Tesla (TSLA) Q2 2026 Earnings: Record Deliveries, $1.1B Cash Burn
Tesla restored vehicle growth and set a Q2 delivery record, but its operating margin fell to 1.4% as heavy investment pushed free cash flow below zero.
· 3 min read
IBM Q2 2026 Earnings: Red Hat Growth Meets Consulting Headwinds
IBM's software mix improved as Red Hat grew 11% and Data grew 19%, but flat Consulting revenue, a mainframe decline, and $62 billion of debt still matter.
· 3 min read
ServiceNow (NOW) Q2 2026 Earnings: AI ACV Tops $1 Billion
ServiceNow grew subscription revenue 24.5% and said AI products passed $1 billion in annual contract value. Now GAAP profit and conversion matter.
· 2 min read
Lockheed Martin (LMT) Q2 2026 Earnings: Record $230B Backlog
Lockheed Martin's sales rose 11%, free cash flow recovered to $2.9 billion, and backlog reached $230 billion. Program execution is the next test.
· 2 min read
RTX (RTX) Q2 2026 Earnings: 16% Organic Growth Drives a Guidance Raise
RTX reported 16% organic sales growth, $2.9 billion of free cash flow, and a $289 billion backlog. Here is what the raised 2026 outlook means.
· 2 min read
Texas Instruments (TXN) Q2 2026 Earnings: The Analog Recovery
Texas Instruments grew revenue 23% as industrial, data-center, and automotive demand improved. Its U.S. factory buildout remains the long-term test.
· 2 min read
AT&T (T) Q2 2026 Earnings: Fiber Growth and Dividend Cash Flow
AT&T added 646,000 internet customers and generated $4.7 billion of free cash flow. Debt and the EchoStar transaction remain the counterweight.
· 2 min read
GM Q2 2026 Earnings: Higher Guidance as EV Losses Narrow
GM raised its 2026 profit and cash-flow outlook after stronger North American margins, lower warranty costs, narrower EV losses, and profitable operations in China.
· 2 min read
Capital One (COF) Q2 2026 Earnings: The Discover Integration
Capital One earned $3.0 billion as the Discover integration entered year two. Credit, integration costs, and payment-network economics now matter most.
· 2 min read
Restructuring Charges Explained: What Investors Should Check
Restructuring charges can reflect layoffs, facility closures, asset write-downs, or strategy changes, and they may or may not be one-time.
· 2 min read
Earnings Guidance Explained: Raise, Cut, Reaffirm, and Withdrawn
Earnings guidance shapes expectations, and stock reactions often depend on whether management raises, cuts, reaffirms, or withdraws its outlook.
· 2 min read
How to Read an Earnings Call Transcript for Stock Research
Earnings call transcripts reveal management tone, guidance details, analyst questions, and risks that may not fit into the press release.
· 1 min read
UnitedHealth Soars After Strong Q2 and Higher Profit Outlook
UnitedHealth beat second-quarter expectations, raised guidance, and gave managed-care investors a cleaner read on medical costs.
· 1 min read
Netflix Comes Under Pressure Over Viewing-Data Transparency
Netflix shares weakened as investors weighed Q2 guidance, engagement trends, and a less frequent cadence for viewing-data reports.
· 1 min read
What Is Gross Margin?
Gross margin shows how much revenue remains after direct costs. Learn how it helps investors compare pricing power, cost pressure, and business models.
· 1 min read
What Is Operating Margin?
Operating margin shows how much operating profit remains after core business expenses. Learn why it matters and how it differs from gross margin.
· 1 min read
What Is EPS?
Earnings per share, or EPS, shows how much profit is attributed to each share of common stock. Learn basic EPS, diluted EPS, and why quality of earnings matters.
· 1 min read
What Is Revenue Growth?
Revenue growth shows whether a company is selling more over time. Learn how to read top-line growth alongside margins, cash flow, customer demand, and dilution.
· 1 min read
What Is Guidance in Earnings?
Guidance is management's outlook for future results. Learn why stocks can move on guidance even when the latest quarter looks strong.
· 1 min read
What Is a 10-Q Report?
A 10-Q is a quarterly SEC filing that updates investors between annual reports. Learn what changes to compare and how it differs from a 10-K.
· 1 min read
How Earnings Season Works
A plain-English look at the rhythm of earnings season: when the waves hit, why the whole market gets busier, and why a beat can still send a stock down.
· 3 min read
How to Read an Earnings Report
When a public company reports earnings, three things show up on the same day: a press release, a conference call, and an updated quarterly filing. A plain-English guide to where to find each one for free, which numbers actually move the stock, and the questions worth asking before taking a beat or a miss at face value.
· 10 min read