Earnings News

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

American Airlines Overhauls Leadership to Close Profitability Gap with Delta
Earnings James Calloway

American Airlines Overhauls Leadership to Close Profitability Gap with Delta

American Airlines reshuffles senior leadership to tackle a wide profit margin gap versus Delta and United. Q2 earnings per $100 revenue were $0.43 vs Delta's $8.08. Shares rose 0.8%.

AAL DAL UAL
Intuitive Machines Tumbles as Q2 Misses, H2 Growth Hurdle Looms
Earnings James Calloway

Intuitive Machines Tumbles as Q2 Misses, H2 Growth Hurdle Looms

Intuitive Machines stock dropped 8.6% premarket after Q2 revenue missed forecasts and adjusted EBITDA swung to a loss. The company's full-year outlook requires a sharp acceleration in H2 revenue growth.

LUNR
FGI Industries Stock Soars 186% on Q2 Profit Recovery
Earnings James Calloway

FGI Industries Stock Soars 186% on Q2 Profit Recovery

FGI Industries shares surged 186% after Q2 profit recovery, with gross margin up 5.3 points. Revenue rose 2.9% to $31.9 million, but the stock's valuation now outstrips full-year guidance.

FGI
NYT's Puzzle Push: Subscriber Growth Target Faces Headwinds
Earnings James Calloway

NYT's Puzzle Push: Subscriber Growth Target Faces Headwinds

New York Times (NYT) must add ~275,000 subscribers quarterly to reach its 2027 goal. Recent Games search interest offers hope, but Q2 growth barely met the pace.

NYT
Birkenstock Shares Surge 17% on Upbeat Revenue Forecast
Earnings James Calloway

Birkenstock Shares Surge 17% on Upbeat Revenue Forecast

Birkenstock (BIRK) shares soared 17% on Thursday after the company raised its annual sales growth outlook, overshadowing a small earnings miss.

BIRK ONON CROX DECK
EnerSys Surges 15% on Q1 Earnings Blowout
Earnings James Calloway

EnerSys Surges 15% on Q1 Earnings Blowout

EnerSys (ENS) shares soared 15% premarket after Q1 adjusted EPS of $3.66 crushed estimates, though revenue only edged up 4.8%.

ENS
Cerebras Shares Tumble 18% as GAAP-Core Gap Tests Rich Valuation
Earnings James Calloway

Cerebras Shares Tumble 18% as GAAP-Core Gap Tests Rich Valuation

Cerebras (CBRS) shares slid 18% premarket as GAAP Q2 revenue missed estimates, despite core revenue beat. Rich 54x sales valuation leaves little room for accounting discrepancies.

Kroger Stock: 137 New Stores Could Offset 60 Closures
Earnings James Calloway

Kroger Stock: 137 New Stores Could Offset 60 Closures

Kroger (KR) may add 137 net new stores via the Giant Eagle acquisition, offsetting 60 closures and expanding its footprint by 5.1%.

KR
SoFi Surges 8% as Cooling Inflation Eases Rate Fears
Earnings James Calloway

SoFi Surges 8% as Cooling Inflation Eases Rate Fears

SoFi shares climbed 8.14% as softer inflation reduced the likelihood of a September Fed rate hike. The company boosted its 2026 revenue forecast while keeping its profit target unchanged.

SOFI
Super Micro Stock Jumps 19% on Strong Outlook, But Margin Concerns Loom
Earnings James Calloway

Super Micro Stock Jumps 19% on Strong Outlook, But Margin Concerns Loom

Super Micro (SMCI) shares jumped 19% on strong fiscal 2027 revenue guidance, but Q1 margin outlook indicates a potential 18.6% drop in gross profit.

SMCI CRWV DELL
Infleqtion Q2 Revenue Soars 116% but Cash Flow Hides $27.4M Timing Boost
Earnings James Calloway

Infleqtion Q2 Revenue Soars 116% but Cash Flow Hides $27.4M Timing Boost

Infleqtion reported record Q2 revenue of $12.6M, up 116% YoY, but its operating cash flow included a $27.4M timing benefit that will reverse in Q3. Shares fell 2.4% after hours.

Coherent Stock Slides 7% After AI-Optics Rally Fades
Earnings James Calloway

Coherent Stock Slides 7% After AI-Optics Rally Fades

Coherent (COHR) shares reversed sharply in after-hours trading, erasing an 8% rally despite a solid earnings beat, as investors seek faster margin expansion.

COHR LITE NVDA