Earnings News

Quarterly earnings reports, revenue surprises, and EPS results from top companies. Follow earnings season with analyst estimates and post-earnings stock moves.

Mission Produce Rallies on Revenue Beat, Synergy Lift
Earnings James Calloway

Mission Produce Rallies on Revenue Beat, Synergy Lift

Mission Produce shares surged 8% on a revenue beat and higher Calavo synergy target, but margin concerns persist as debt climbs.

AVO
RH Stock Drops Ahead of Q2: $75M Backlog Is Key to Growth Plan
Earnings James Calloway

RH Stock Drops Ahead of Q2: $75M Backlog Is Key to Growth Plan

RH shares slid 3.7% ahead of Q2 earnings. The $75M tariff-related backlog is critical to hitting full-year growth and margin targets.

RH
ServiceTitan Stock Plunges 20% on Weak Guidance and CRO Departure
Earnings James Calloway

ServiceTitan Stock Plunges 20% on Weak Guidance and CRO Departure

ServiceTitan (TTAN) shares dropped ~20% in extended trading after Q2 beat but weak Q3 guidance and CRO departure. Revenue growth slowed to 21%, GTV growth to 17%.

TTAN
Casey's Stock Tumbles 10% Despite Strong Q1: Why Investors Are Worried
Earnings James Calloway

Casey's Stock Tumbles 10% Despite Strong Q1: Why Investors Are Worried

Casey's beat Q1 estimates but shares fell 10% as in-store sales slowed and guidance stayed flat, raising valuation concerns.

CASY
DraftKings Stock Slips as IC360 Deal Highlights Predictions Margin Concerns
Earnings James Calloway

DraftKings Stock Slips as IC360 Deal Highlights Predictions Margin Concerns

DraftKings' expanded IC360 compliance deal addresses integrity risks but fails to ease investor worries about converting user growth into profit. Shares slipped to $23.87.

DKNG
Sega Sammy's Licensing Ambition: ¥20.8B Target, But Games Still Key
Earnings James Calloway

Sega Sammy's Licensing Ambition: ¥20.8B Target, But Games Still Key

Sega Sammy's stock was flat as the company revealed a ¥20.8B licensing revenue target, but investors focus on a back-loaded game slate.

Microsoft's Azure Hits $101.9B Annual Revenue in Landmark Filing
Earnings James Calloway

Microsoft's Azure Hits $101.9B Annual Revenue in Landmark Filing

Microsoft's regulatory filing shows Azure's annual revenue reached $101.9 billion, with a new segment structure revealing the company's AI-centric profit engine.

MSFT
Ryanair's Fuel Hedge Gap Looms Larger Than UK Flight Disruptions
Earnings James Calloway

Ryanair's Fuel Hedge Gap Looms Larger Than UK Flight Disruptions

Ryanair's UK flight disruptions affected 65,000 passengers, but the bigger risk is its unhedged fuel exposure. With oil prices high, the airline's profit took a 34% hit in Q1.

EWU
ABM's Cash Flow Guidance Upgrade Masks Margin Concern
Earnings James Calloway

ABM's Cash Flow Guidance Upgrade Masks Margin Concern

ABM beat Q3 earnings and raised its cash flow outlook, but shares were flat as margin guidance slipped and 95% of the cash target is already banked.

ABM
UNFI Announces $200M Buyback as Profits Recover
Earnings James Calloway

UNFI Announces $200M Buyback as Profits Recover

UNFI shares rose 3.8% after announcing a $200 million buyback and strong profit recovery, though revenue slightly missed estimates.

UNFI
Rubis Guidance Boost Lifts Shares 4%, But Cash Flow Remains Key Test
Earnings James Calloway

Rubis Guidance Boost Lifts Shares 4%, But Cash Flow Remains Key Test

Rubis shares jumped 4.3% after raising its full-year EBITDA guidance to €775-825M, but a 19% drop in cash flow raises questions about the sustainability of the rally.

UiPath Stock Tumbles 16.6% Despite Beat: The ARR Acceleration Challenge
Earnings James Calloway

UiPath Stock Tumbles 16.6% Despite Beat: The ARR Acceleration Challenge

UiPath (PATH) shares dropped 16.6% post-earnings despite a revenue beat, as investors focus on a steep second-half ARR acceleration requirement. The company must add $129.5M in net new ARR, 52% more than H1.

PATH