Earnings News
Quarterly earnings reports, revenue surprises, and EPS results from top companies. Follow earnings season with analyst estimates and post-earnings stock moves.
Firefly Aerospace's Record Revenue Clouded by $106M Cash Burn
Firefly Aerospace's Q2 revenue soared 659% to $117.7M, but free cash flow was -$106.3M, nearly matching revenue. Shares slipped 0.6% after hours as investors weigh growth against cash burn.
Transocean Stock Edges Higher as Oil Gains, Cash Flow Improves
Transocean (RIG) shares rose 1.5% on Tuesday as oil prices climbed. Q2 free cash flow jumped 56% to $212M, but adjusted EBITDA fell 29% sequentially, with analysts split on the stock.
Embraer Doubles Minimum Free Cash Flow Forecast for 2026
Embraer (EMBJ) raised its 2026 minimum free cash flow forecast to $400M and lifted its adjusted EBIT margin outlook to 10.0%-10.6% after a record Q2.
Sea's Shopee Sets $1B EBITDA Goal; Stock Soars 13.7%
Sea Limited (SE) shares surged 13.75% after Q2 revenue beat estimates by $728M. Shopee sets $1B adjusted EBITDA target for 2026.
Nu Holdings Faces Credit Cost Scrutiny Ahead of Q2 Earnings
Nu Holdings (NU) shares dropped 2.2% to $13.56 ahead of Q2 earnings, as rising credit costs and early-stage delinquencies challenge the bank's growth narrative.
Lumentum Stock Holds Steady Ahead of Q4 Report as AI Margin Test Looms
Lumentum shares were stable ahead of its fiscal Q4 report, with options implying a 13% swing. The focus is on margin expansion as revenue approaches $1 billion.
Rivian's Software Unit Drives Profit as Needham Reaffirms $23 Target
Needham reaffirms Buy on Rivian with a $23 price target, citing strong software margins. Q2 software gross profit of $215M offsets automotive losses, but cash burn and R2 ramp costs remain concerns.
Venture Global (VG) Falls 7% on Q2 Revenue Miss Despite Raised Guidance
Venture Global (VG) slid 7.3% after Q2 revenue missed forecasts, even as the LNG exporter raised its 2026 profit outlook. Sales rose 48% but fell short of consensus.
SMCI Stock Holds Steady as $60B Backlog Raises Cash Flow Concerns
Super Micro Computer (SMCI) shares remained unchanged ahead of its Q4 earnings report, as the company's $60B order backlog raises cash conversion concerns. Analysts expect revenue of $11.56B and EPS of $0.96.
Reddit Stock Holds Near Buyback Price Amid Search Traffic Concerns
Reddit (RDDT) shares hover just above Q2 buyback price as revenue jumps 61%, but US user growth slows and search traffic concerns persist.
SoFi Rebounds 8% as Revenue Outlook Rises, Profit Forecast Steady
SoFi shares climbed 8% after strong Q2 revenue, but the unchanged profit forecast leaves investors weighing growth against credit risk.
