Earnings News

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

JPMorgan's Guidance Update Tests Premium Valuation Amid Balanced Outlook
Earnings James Calloway

JPMorgan's Guidance Update Tests Premium Valuation Amid Balanced Outlook

JPMorgan Chase raised its 2026 interest-income and expense forecasts by $2.5B each, leaving net earnings unchanged. The stock's premium valuation hinges on revenue outpacing costs.

JPM BAC C V
ASML Shares Edge Up as Q4 Revenue Guidance Points to €14.4B
Earnings James Calloway

ASML Shares Edge Up as Q4 Revenue Guidance Points to €14.4B

ASML shares edged up 0.3% as the company raised its 2026 sales guidance to €43-45 billion, implying Q4 revenue of €14.4 billion, beating analyst expectations.

ASML TSM NVDA AMAT
BlackRock Gains as Active Strategies Drive Fee Revenue Growth
Earnings James Calloway

BlackRock Gains as Active Strategies Drive Fee Revenue Growth

BlackRock shares rose 1.1% as active strategies, 24% of AUM, drove 42% of base-fee and lending revenue, highlighting fee growth over asset records.

BLK
Seagate Stock Slides 6.5% Ahead of Q4 Earnings Report
Earnings James Calloway

Seagate Stock Slides 6.5% Ahead of Q4 Earnings Report

Seagate shares dropped 6.5% to $774.19 in early Nasdaq trading as the market looks ahead to its fiscal Q4 earnings release on July 28.

STX WDC
Netflix Ad Revenue Forecasts Surge 10% Above Guidance, Driving Growth
Earnings James Calloway

Netflix Ad Revenue Forecasts Surge 10% Above Guidance, Driving Growth

Netflix shares edged down 0.3% as early analyst estimates for 2026 ad revenue hit $3.3 billion, exceeding the company's $3 billion target by 10%.

NFLX
Walmart's AI Integration Yields $706 Million Margin Boost
Earnings James Calloway

Walmart's AI Integration Yields $706 Million Margin Boost

Walmart Inc. (NASDAQ: WMT) said a 0.1-point margin increase from AI added $706 million. The retailer is pushing AI to boost margins and fill 200,000 jobs.

WMT TGT KR
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.

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