Earnings News

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

Rivian Surges 12% on Q2 Delivery Beat, R2 Ramp in Focus
Earnings James Calloway

Rivian Surges 12% on Q2 Delivery Beat, R2 Ramp in Focus

Rivian shares surged 12% after Q2 deliveries exceeded its own outlook, and the company raised its 2026 delivery guidance. The market is now focused on the R2 ramp, which is crucial for meeting the ambitious second-half targets.

RIVN TSLA LCID SPY QQQ
Nike shares climb on tariff relief, masking flat North America profit
Earnings James Calloway

Nike shares climb on tariff relief, masking flat North America profit

Nike shares gained 4.9% on Wednesday after Q4 earnings got a $0.52 per share lift from tariff recoveries, but adjusted North America EBIT was nearly flat.

NKE PFE
SoFi Technologies Faces Key Test with Q2 Earnings and $22.41 Conversion Hurdle
Earnings James Calloway

SoFi Technologies Faces Key Test with Q2 Earnings and $22.41 Conversion Hurdle

SoFi Technologies faces a pivotal July 29 earnings report with its stock trading 17% below the $22.41 conversion price on $428 million in convertible notes due 2026.

SOFI AFRM LC
Nike Stock Surges on $986M Tariff Refund Boosting Earnings
Earnings James Calloway

Nike Stock Surges on $986M Tariff Refund Boosting Earnings

Nike shares jumped 2.4% after a $986 million tariff refund lifted earnings to $0.72 per share, but sales declines in key segments tempered optimism.

NKE SPY
General Mills Stock Rises on Q4 Profit Beat, But Trade Timing Boosts Results
Earnings James Calloway

General Mills Stock Rises on Q4 Profit Beat, But Trade Timing Boosts Results

General Mills (GIS) shares surged 6.8% after fiscal Q4 adjusted EPS of $0.95 topped the $0.80 consensus, but the beat was partly due to trade expense timing and an extra week.

GIS KHC CPB CAG PEP MDLZ XLP SPY
Nike Shares Edge Up as Tariff Gains Offset Earnings Dip
Earnings James Calloway

Nike Shares Edge Up as Tariff Gains Offset Earnings Dip

Nike (NKE) gained 0.9% after Q4 earnings beat estimates, driven by a tariff-recovery benefit, but a 26% rise in receivables and flat revenue raised demand concerns.

NKE SPY XLY
Progress Software Q2 Beats Estimates, But License Revenue Surge Raises Recurring Revenue Concerns
Earnings James Calloway

Progress Software Q2 Beats Estimates, But License Revenue Surge Raises Recurring Revenue Concerns

Progress Software beat Q2 estimates with 7% revenue growth, but license sales outpaced recurring revenue, leading to an after-hours stock decline.

PRGS NVDA
AeroVironment Shares Surge on Strong Earnings, But Backlog and Margin Concerns Cap Gains
Earnings James Calloway

AeroVironment Shares Surge on Strong Earnings, But Backlog and Margin Concerns Cap Gains

AeroVironment shares jumped 18.8% after strong Q4 results, but the stock closed well off its high as investors scrutinized a $1.2B backlog and shrinking margins.

AVAV
Nike's Earnings Beat Hides Tariff Boost as Direct Sales Dip
Earnings James Calloway

Nike's Earnings Beat Hides Tariff Boost as Direct Sales Dip

Nike's Q4 revenue of $10.97B beat estimates but declined 1% YoY. A $986M tariff recovery boosted EPS by 52 cents, masking a 4% currency-neutral revenue drop.

NKE ANTA
AeroVironment Surges on Q4 Beat; Guidance Tempers Enthusiasm
Earnings James Calloway

AeroVironment Surges on Q4 Beat; Guidance Tempers Enthusiasm

AeroVironment shares surged 19.7% premarket after a strong Q4 beat, but fiscal 2027 EPS guidance fell short of analyst estimates.

AVAV
Oracle Stock Falls Amid Cash Flow Concerns Despite $638B Backlog
Earnings James Calloway

Oracle Stock Falls Amid Cash Flow Concerns Despite $638B Backlog

Oracle shares fell 0.52% on Monday, underperforming tech peers, as investors question the timing of revenue from its massive $638B backlog.

ORCL META AMZN MSFT
Concentrix Shares Plunge 22% After Weak Forecast, Despite Cash Flow Improvement
Earnings James Calloway

Concentrix Shares Plunge 22% After Weak Forecast, Despite Cash Flow Improvement

Concentrix shares fell 22.5% in after-hours trading after the company cut its fiscal 2026 guidance, missing analyst estimates. Despite improved cash flow, a shift in revenue mix weighed on sentiment.

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