Earnings News

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

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
US Earnings Season Begins with PepsiCo, Delta as Profit Forecasts Rise
Earnings James Calloway

US Earnings Season Begins with PepsiCo, Delta as Profit Forecasts Rise

PepsiCo and Delta Air Lines lead off the second-quarter earnings season Thursday and Friday, with S&P 500 profit forecasts climbing at the fastest pace in five years.

PEP DAL JPM BAC WFC
Levi Strauss Stock Dips After Earnings Beat, Tariff Concerns Loom
Earnings James Calloway

Levi Strauss Stock Dips After Earnings Beat, Tariff Concerns Loom

Levi Strauss shares slipped after-hours despite topping Q2 estimates and raising its full-year guidance, as investors focused on tariff exposure and uneven demand.

LEVI GAP AEO RL XLY
Freshworks Shares Dip Ahead of Q2 Report; AI and Cost Cuts in Focus
Earnings James Calloway

Freshworks Shares Dip Ahead of Q2 Report; AI and Cost Cuts in Focus

Freshworks shares declined 2% to $10.17 as the company scheduled its Q2 earnings release for August 4, with investors focused on AI integration and cost reduction progress.

FRSH CRM NOW HUBS
Capital One Shares Dip Ahead of Q2 Earnings Test
Earnings James Calloway

Capital One Shares Dip Ahead of Q2 Earnings Test

Capital One shares fell 5.39% to $191.95, extending a two-day decline. The market awaits July 21 earnings for updates on credit, Discover integration, and payment network strategy.

COF JPM BAC V
Broadcom Gains on Apple Deal, AI Growth Still Key
Earnings James Calloway

Broadcom Gains on Apple Deal, AI Growth Still Key

Broadcom stock jumped nearly 5% after Apple revealed a $30 billion+ supply pact. The deal reduces customer risk, but AI chip sales remain the main growth driver.

AVGO AAPL QQQ SOXX SPY
Penguin Solutions Surges on AI Memory Strength, Cash Flow Concerns Linger
Earnings James Calloway

Penguin Solutions Surges on AI Memory Strength, Cash Flow Concerns Linger

Penguin Solutions surged 23% after a strong Q3 beat driven by AI memory sales, but cash burn and rising receivables temper the rally.

PENG SOXX SMCI MU NVDA VRT QQQ