Earnings News

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

TSMC Shares Slide Despite Record Profit as Cash Conversion Deteriorates
Earnings James Calloway

TSMC Shares Slide Despite Record Profit as Cash Conversion Deteriorates

TSMC shares fell 2.9% after a record profit, as free-cash-flow conversion dropped to 40.7% from 60.8% and capex guidance rose 14.8%.

TSM SOXX
Abbott Q2 Beats Estimates, Lifts EPS Outlook; Sales Growth Target Looms
Earnings James Calloway

Abbott Q2 Beats Estimates, Lifts EPS Outlook; Sales Growth Target Looms

Abbott (ABT) reported Q2 adjusted EPS of $1.31, beating estimates, and raised its full-year EPS outlook. The company now needs 8.6%-10.5% H2 sales growth to hit its revenue target.

ABT
GE Aerospace Raises 2026 Cash Flow Forecast; Working Capital Drives Q2 Growth
Earnings James Calloway

GE Aerospace Raises 2026 Cash Flow Forecast; Working Capital Drives Q2 Growth

GE Aerospace lifted its 2026 free cash flow forecast to $8.9-$9.2 billion after Q2 cash flow surged 43%, though working capital accounted for nearly all the improvement.

GE
United Airlines Tests Premium Economy Row with Blocked Middle Seats on A321XLRs
Earnings James Calloway

United Airlines Tests Premium Economy Row with Blocked Middle Seats on A321XLRs

United Airlines will block middle seats on 50 incoming A321XLR jets, creating a four-seat premium row. The airline needs 1.5x revenue per seat to match standard rows, as fuel costs surged 84% in Q2.

UAL
MTY Food Group to Close 29% of Corporate Stores, Exiting Papa Murphy's Operations
Earnings James Calloway

MTY Food Group to Close 29% of Corporate Stores, Exiting Papa Murphy's Operations

MTY Food Group will close 68 corporate stores (29% of its company-run sites), including 45-50 Papa Murphy's outlets, to address ongoing losses and improve profitability.

Tetragon Boosts UiPath Stake by 21% Amid ARR Growth Challenges
Earnings James Calloway

Tetragon Boosts UiPath Stake by 21% Amid ARR Growth Challenges

Tetragon Financial Group raised its UiPath stake by 21% to 6.8%, adding 5.45 million shares. UiPath faces an ARR growth gap of $129 million in H2, with agentic AI deals potentially boosting revenue.

PATH
UnitedHealth and Elevance Health Q2 Beats: How Much Upside Made It Into Guidance?
Earnings James Calloway

UnitedHealth and Elevance Health Q2 Beats: How Much Upside Made It Into Guidance?

UnitedHealth raised its 2026 EPS floor by $1.25 after a $1.48 beat, while Elevance added just $0.25 after a $1.24 beat, highlighting a key divergence in guidance quality.

UNH ELV
Nu Holdings Taps Chanes to Lead LatAm as Mexico Deposits Outpace Customer Share
Earnings James Calloway

Nu Holdings Taps Chanes to Lead LatAm as Mexico Deposits Outpace Customer Share

Nu Holdings (NYSE:NU) puts Livia Chanes in charge of Latin American operations as Mexico's deposit share (14%) exceeds its customer share (11%), signaling a shift from growth to monetization.

NU
American Airlines Q2 Earnings at Risk from $221 Million Fuel Cost Gap
Earnings James Calloway

American Airlines Q2 Earnings at Risk from $221 Million Fuel Cost Gap

American Airlines faces a $221 million fuel cost swing in Q2, with actual prices exceeding its April forecast. The carrier's earnings, due July 23, hinge on revenue recovery and cost management.

AAL UAL
HSBC's Hong Kong Rate Boost Supports $46 Billion Income Target
Earnings James Calloway

HSBC's Hong Kong Rate Boost Supports $46 Billion Income Target

HSBC gains a rate cushion as one-month HIBOR rises 32.8 bps above its preferred range, supporting its $46 billion income target.

HSBC
Experian Shares Dip as B2B Drives 92% of Q1 Growth, Consumer Weakens
Earnings James Calloway

Experian Shares Dip as B2B Drives 92% of Q1 Growth, Consumer Weakens

Experian posted 7% organic revenue growth in Q1, but North American Consumer Services shrank 2%. B2B drove 92% of implied growth, up from 78% last year. Shares fell 2.1%.

TSMC Profit Per Wafer Surges 42% as AI Demand Drives Record Earnings
Earnings James Calloway

TSMC Profit Per Wafer Surges 42% as AI Demand Drives Record Earnings

TSMC reports record Q2 earnings with profit per wafer up 42% on AI demand. Revenue rose 36% to NT$1.27T, operating income up 65.4%. Capex outlook raised to $60-$64B.

TSM AMD NVDA