Earnings News

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

SoFi's Deposit Strategy Slashes Interest Costs by $713M
Earnings James Calloway

SoFi's Deposit Strategy Slashes Interest Costs by $713M

SoFi's deposit funding reduced annualized interest costs by $712.6 million, covering 44.5% of its 2026 EBITDA goal. Q2 results show strong growth despite stock dip.

SOFI
MasTec Stock Rally Faces Cash Flow Test Despite Record Backlog
Earnings James Calloway

MasTec Stock Rally Faces Cash Flow Test Despite Record Backlog

MasTec shares jumped 10.9% last week to $297.59, but a negative free cash flow of -$59M raises questions about converting its record $21.4B backlog into cash.

MTZ STRL PWR PRIM
Amazon's July Sales Dip 2.2% as AWS Profits Anchor Amid Prime Day Shift
Earnings James Calloway

Amazon's July Sales Dip 2.2% as AWS Profits Anchor Amid Prime Day Shift

US nonstore sales dropped 2.2% in July as Prime Day shifted to June, but AWS strength cushions Amazon's profits, with Q3 growth forecast at 10.5%.

AMZN
Retail Earnings Week Kicks Off After July Sales Dip
Earnings James Calloway

Retail Earnings Week Kicks Off After July Sales Dip

U.S. cash markets are closed Sunday, but a heavy retail earnings week begins Tuesday. July retail sales dropped 0.6%, missing forecasts, as investors focus on guidance.

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Albertsons trims store count as margins tighten; ACI Edge cost plan unveiled
Earnings James Calloway

Albertsons trims store count as margins tighten; ACI Edge cost plan unveiled

Albertsons plans to close 12 stores (0.5% of its base) as margins tighten, with Q1 identical sales down 0.8% and a $200M cost program to drive savings.

ACI KR COST WMT SFM
Nu Holdings Jumps 9% as Q2 Profit Beats, Margin Outlook Brightens
Earnings James Calloway

Nu Holdings Jumps 9% as Q2 Profit Beats, Margin Outlook Brightens

Nu Holdings (NU) shares jumped 9.3% after Q2 profit beat estimates and risk-adjusted net interest margin rose to 12.4%, boosting market value by $6.3 billion.

NU PAGS STNE
American Airlines Stock Slips 7% as Profit Gap with Delta Widens
Earnings James Calloway

American Airlines Stock Slips 7% as Profit Gap with Delta Widens

American Airlines shares dropped 7% to $14.83 after reporting a Q2 adjusted net margin of just 0.59%, far below Delta's 5.81%. New leadership aims to close the gap.

AAL DAL UAL
Plug Power's 34% H2 Revenue Hurdle: Can Hydrogen Demand Deliver?
Earnings James Calloway

Plug Power's 34% H2 Revenue Hurdle: Can Hydrogen Demand Deliver?

Plug Power shares gained 6.4% to $2.32 after Q2 earnings beat, but the company needs a 34% surge in H2 revenue to meet its 2026 growth target.

PLUG
Retail, Housing, and Chip Earnings to Test Demand Amid Rising Yields
Earnings James Calloway

Retail, Housing, and Chip Earnings to Test Demand Amid Rising Yields

Seven major U.S. companies report earnings this week, providing critical signals on consumer spending, housing, and AI demand as Treasury yields rise and the market nears highs.

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Grab Buyback Fuels Trading Surge as Volume Doubles
Earnings James Calloway

Grab Buyback Fuels Trading Surge as Volume Doubles

Grab's $750M buyback, representing 4.9% of market cap, drove trading volume to double its average. Q2 revenue rose 22%, adjusted EBITDA up 54%.

GRAB
Novo Nordisk Outlook Upgrade Fails to Lift Shares as Analysts See Slim Gains
Earnings James Calloway

Novo Nordisk Outlook Upgrade Fails to Lift Shares as Analysts See Slim Gains

Novo Nordisk stock slipped 2.9% last week even after management raised its 2026 guidance. Analysts see only 2.2% upside, with most rating the stock a Hold.

NVO LLY
SMCI's Margin Guidance Clouds $68.5B Revenue Forecast
Earnings James Calloway

SMCI's Margin Guidance Clouds $68.5B Revenue Forecast

Super Micro's $68.5B fiscal 2027 revenue forecast beat estimates, but Q1 margin guidance signals a profit squeeze, overshadowing the sales outlook.

SMCI DELL HPE