Earnings News
Quarterly earnings reports, revenue surprises, and EPS results from top companies. Follow earnings season with analyst estimates and post-earnings stock moves.
CrowdStrike Expands QuiltWorks Partner Network, Revenue Impact Unclear
CrowdStrike expands QuiltWorks to 10 new partners, boosting channel reach but not monetization clarity. Investors await ARR proof.
Nike's Tariff-Adjusted P/E Reveals a Steeper Valuation
Nike's reported P/E of 17.5x masks a one-time tariff benefit. Excluding it, the stock trades at 23.3x earnings, making the upcoming Q1 report a key test of operational progress.
Primark's European Decline Overshadows ABF Profit Beat
ABF shares slid 8.7% as Primark's European sales slump and wider Sugar losses overshadowed an EPS upgrade, raising doubts about earnings quality.
Fubo Expands College Sports Lineup, Testing Churn and Cost Balance
Fubo adds 2,500+ college sports events at no extra cost, aiming to boost retention. Investors watch if content costs can stay in check.
LaCroix Parent FIZZ: Aluminum Costs Bite Into Q1 Profits
National Beverage's Q1 profit fell 15.7% despite flat sales, as aluminum costs hit gross margin by 600 basis points. The company sees order rebound and new flavor launch.
Broadcom's AI Bet: $126.8B Purchase Pledges Signal Deep Customer Ties
Broadcom's latest filing shows $126.8B in purchase commitments, 1.8x nine-month revenue, plus a $29B lease backstop, underscoring AI-fueled expansion and concentration risks.
Alliance Entertainment's Record Sales Mask Cash Flow Strain
Alliance Entertainment's record $1.15B revenue came with a negative operating cash flow, raising concerns about working capital and stock valuation.
Rent the Runway Rights Offering Priced Above Market Value
Rent the Runway's rights offering at $3.55 per share is 45% above its current stock price, raising questions about shareholder participation and dilution.
TransMedics Reaffirms Revenue Target Amid CFO Transition; Margin Concerns Linger
TransMedics reiterates its 2026 revenue forecast while naming a new CFO, but margin compression in Q2 raises questions about operating leverage.
AAL Gains 1.2% as Premium Bookings Rise, but Fuel Costs Loom
American Airlines stock rose 1.2% on strong premium bookings, but fuel costs and Q3 loss guidance temper optimism.
Cochin Shipyard Plunges 9% on 14% Margin Guidance
Cochin Shipyard stock dropped 9% on margin guidance of 14-15%, prompting a valuation reset despite a ₹21,900 crore order book.
Computacenter's Guidance Lift Fails to Offset Margin and Cash Flow Concerns
Computacenter's strong earnings upgrade was overshadowed by margin erosion and negative cash flow, leaving shares 6% below Monday's close despite a Friday rebound.