Earnings News

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

Charter Communications Shares Tumble 22% as Broadband Losses Double
Earnings James Calloway

Charter Communications Shares Tumble 22% as Broadband Losses Double

Charter Communications shares fell 22% after reporting 120,000 broadband customer losses in Q1, double last year's figure and worse than analyst expectations.

CHTR CMCSA
Norfolk Southern Faces Headwinds from Fuel Costs and Merger Uncertainty
Earnings James Calloway

Norfolk Southern Faces Headwinds from Fuel Costs and Merger Uncertainty

Norfolk Southern reported a 27% drop in Q1 net income to $547 million, weighed by higher fuel costs and merger expenses. Shares slipped 0.5% as investors focused on cost pressures and weak freight volumes.

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Qualcomm Rallies Ahead of Earnings, AI Sector Faces Pivotal Week
Earnings James Calloway

Qualcomm Rallies Ahead of Earnings, AI Sector Faces Pivotal Week

Qualcomm shares jumped 9.7% ahead of its April 29 earnings report, but JPMorgan downgraded the stock citing smartphone and data-center challenges. Adobe announced a $25B buyback as it pivots to AI.

QCOM ADBE NVDA ARM MSFT GOOGL AMZN META AAPL
American Express Shares Dip Despite Q1 Profit Beat as Travel Spending Worries Mount
Earnings James Calloway

American Express Shares Dip Despite Q1 Profit Beat as Travel Spending Worries Mount

American Express reported Q1 EPS of $4.28, up 18%, and revenue of $18.9 billion, but shares fell 4.3% as investors focused on rising costs and weaker airline spending.

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P&G Tops Q3 Estimates, Flags $150M Commodity Hit on Fiscal 2026
Earnings James Calloway

P&G Tops Q3 Estimates, Flags $150M Commodity Hit on Fiscal 2026

Procter & Gamble reported fiscal Q3 net sales of $21.2 billion and core EPS of $1.59, beating estimates. The company warned of a $150 million cost hit from commodities and tariffs in fiscal 2026.

PG
IREN's AI Pivot Faces Key Test as Q3 Earnings, Microsoft Deal Loom
Earnings James Calloway

IREN's AI Pivot Faces Key Test as Q3 Earnings, Microsoft Deal Loom

IREN Limited reports fiscal Q3 earnings on May 7, with investors focused on AI data center expansion, a $9.7 billion Microsoft deal, and $6 billion share dilution risk.

IREN MSFT NVDA DELL
Newmont Tops Q1 Estimates, Authorizes $6B Buyback, Warns on Q2 Costs
Earnings James Calloway

Newmont Tops Q1 Estimates, Authorizes $6B Buyback, Warns on Q2 Costs

Newmont reported Q1 adjusted earnings of $2.90 per share, beating estimates, and authorized a new $6 billion buyback. The miner warned of higher costs and lower output in the second quarter.

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SAP Q1 Beats Estimates on Cloud Strength, Maintains Annual Guidance
Earnings James Calloway

SAP Q1 Beats Estimates on Cloud Strength, Maintains Annual Guidance

SAP beat Q1 estimates with cloud revenue up 27% in constant currencies. Operating profit rose 17% to €2.74B. The company reaffirmed its 2026 targets and full-year guidance.

SAP
MaxLinear Soars 23% on AI Optical Demand, Q2 Revenue Guidance Tops Estimates
Earnings James Calloway

MaxLinear Soars 23% on AI Optical Demand, Q2 Revenue Guidance Tops Estimates

MaxLinear reported Q1 revenue of $137.2M, up 43% YoY, and issued Q2 guidance of $160M-$170M, far above analysts' $137.1M estimate, fueled by AI data-center demand for optical chips.

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Comfort Systems USA Profit Surges on Data Center Boom, Shares Rally
Earnings James Calloway

Comfort Systems USA Profit Surges on Data Center Boom, Shares Rally

Comfort Systems USA Q1 profit more than doubled to $370.4M, revenue surged 56.5% to $2.87B on data center demand. Backlog hit $12.45B, shares rose 3%.

FIX
AmEx Q1 Earnings Beat, But Flat Guidance and Travel Spending Concerns Weigh on Stock
Earnings James Calloway

AmEx Q1 Earnings Beat, But Flat Guidance and Travel Spending Concerns Weigh on Stock

American Express beat Q1 earnings estimates with EPS of $4.28, but shares dropped as the company kept its full-year outlook unchanged and noted pressure on travel spending.

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United Rentals Soars on Raised Guidance, Record Q1 Revenue
Earnings James Calloway

United Rentals Soars on Raised Guidance, Record Q1 Revenue

United Rentals shares jumped 22.9% after the company raised its 2026 outlook and posted record Q1 revenue of $3.985 billion.

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