Earnings News

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

Cheesecake Factory Hits Record High After Citi Upgrade to $90
Earnings James Calloway

Cheesecake Factory Hits Record High After Citi Upgrade to $90

Cheesecake Factory (CAKE) surged 5.5% to a record close of $82.76 on Friday after Citi boosted its target to $90, with investors optimistic about the new loyalty app and traffic trends.

CAKE C DRI TXRH JPM BAC
AAR Corp. Shares Slip Ahead of Q4 Report; Margins in Focus
Earnings James Calloway

AAR Corp. Shares Slip Ahead of Q4 Report; Margins in Focus

AAR Corp. shares slipped 0.6% to $135.67 Friday, ending the week 5.5% lower. With a P/E of 30 and Q4 earnings due July 21, investors focus on margins as organic growth slows.

AIR TDG SARO XLI
ITW Shares Revisit Buyback Price as Earnings Test Looms
Earnings James Calloway

ITW Shares Revisit Buyback Price as Earnings Test Looms

ITW shares closed near the average price paid in March's buyback, but underperformed the S&P 500 last week. The stock's 23.8x forward P/E raises stakes for the July 28 earnings report.

ITW MMM DOV SWK
Tesla Q2 Deliveries Top Forecasts, Inventory Drawdown Sparks Earnings Debate
Earnings James Calloway

Tesla Q2 Deliveries Top Forecasts, Inventory Drawdown Sparks Earnings Debate

Tesla delivered a record 480,126 vehicles in Q2, outpacing production by 28,368 units. The inventory drawdown fuels debate over whether price cuts sustained demand or compressed margins.

TSLA RIVN LCID
American Airlines Faces Profit Squeeze as Fuel Costs Bite
Earnings James Calloway

American Airlines Faces Profit Squeeze as Fuel Costs Bite

American Airlines shares fell Friday as fuel costs near $4/gallon tighten profit outlook. Delta's strong revenue mix highlights AAL's need to diversify.

AAL DAL UAL
WD-40 Shares Jump 15% on Strong Q3 Beat, Q4 Margin Outlook Sours
Earnings James Calloway

WD-40 Shares Jump 15% on Strong Q3 Beat, Q4 Margin Outlook Sours

WD-40 shares jumped 15% after a strong Q3 beat, but Q4 guidance points to a sharp slowdown in sales and margins.

WDFC RPM CHD
Delta Premium Revenue Surpasses Main Cabin for First Time
Earnings James Calloway

Delta Premium Revenue Surpasses Main Cabin for First Time

Delta Air Lines (DAL) reported premium ticket revenue exceeded main cabin for the first time in Q2 2026, with a $517 million shift in revenue mix.

DAL UAL AAL LUV
WD-40 Shares Jump After Q3 Earnings Beat and Buyback Announcement
Earnings James Calloway

WD-40 Shares Jump After Q3 Earnings Beat and Buyback Announcement

WD-40 shares jumped over 14% after hours following a Q3 earnings beat, raised full-year guidance, and a new $100M buyback. Core maintenance products drove the growth.

WDFC CLX CHD
HPE Stock Surges 10% on AI Backlog, But Conversion Risk Looms
Earnings James Calloway

HPE Stock Surges 10% on AI Backlog, But Conversion Risk Looms

HPE shares surged 10% on Thursday, adding ~$5.9B in market value—nearly matching its AI backlog. Investors await backlog conversion into revenue.

HPE DELL SMCI SPY QQQ
Costco Shares Slip as June Sales Growth Decelerates; Investors Eye Key Test
Earnings James Calloway

Costco Shares Slip as June Sales Growth Decelerates; Investors Eye Key Test

Costco shares dropped 4% after June comparable sales growth eased to 7.0% (ex-gas/forex), even as net sales hit a 2026 high of $29.24 billion. Analysts eye valuation risks.

COST WMT AMZN
PepsiCo Sales Beat Marred by Weak US Demand
Earnings James Calloway

PepsiCo Sales Beat Marred by Weak US Demand

PepsiCo beat Q2 revenue estimates but saw soft North American demand, with flat snack volumes and a 4% beverage decline, despite price cuts.

PEP KO MDLZ
Microsoft Shares Slip Ahead of Q4 Earnings as AI Spending Focus Intensifies
Earnings James Calloway

Microsoft Shares Slip Ahead of Q4 Earnings as AI Spending Focus Intensifies

Microsoft shares declined in premarket trading Thursday, extending Wednesday's 1.41% drop, as the market focuses on the company's upcoming fiscal Q4 earnings and its heavy AI spending.

MSFT AMZN GOOGL PLTR