Earnings News

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

Cisco's AI Order Surge Fails to Lift Shares Ahead of Q4 Report
Earnings James Calloway

Cisco's AI Order Surge Fails to Lift Shares Ahead of Q4 Report

Cisco shares slipped ahead of its Q4 earnings report, which highlighted a $3.7 billion surge in AI orders. The company faces a steep challenge to meet its $9 billion annual AI target, with options pricing a 7% move.

CSCO
Alamar Biosciences Stock Jumps 31% on Strong Consumables Growth
Earnings James Calloway

Alamar Biosciences Stock Jumps 31% on Strong Consumables Growth

Alamar Biosciences (ALMR) shares soared 31% after Q2 revenue surged 82%, fueled by consumables sales that lifted gross margins and strengthened the recurring revenue outlook.

CBA's Record A$10.98B Profit Clouded by 47% Surge in Bad-Debt Charges
Earnings James Calloway

CBA's Record A$10.98B Profit Clouded by 47% Surge in Bad-Debt Charges

Commonwealth Bank of Australia (CBA.AX) reported a record A$10.98 billion cash profit, yet second-half credit impairment charges surged 47% to A$469 million, raising investor concerns.

CBAUF CM
Tim Hortons' Harry Potter Menu Faces Key Test After Flat Q2 Sales
Earnings James Calloway

Tim Hortons' Harry Potter Menu Faces Key Test After Flat Q2 Sales

Tim Hortons debuts a Harry Potter-themed menu in the U.S. on August 12, following a mere 0.1% rise in Canadian comparable sales. The promotion is seen as a key test for the brand's ability to drive traffic.

QSR
Mondelez Gains as Oreo Buzz in China Spotlights Volume Growth
Earnings James Calloway

Mondelez Gains as Oreo Buzz in China Spotlights Volume Growth

Mondelez (MDLZ) shares ticked up 0.4% after Oreo trended in the U.S. following China product reports; the region's volume growth drove 65% of Q2 organic growth.

MDLZ YUMC
Nebius Shares Surge 5% as $2B H2 Revenue Goal Looms Ahead of Earnings
Earnings James Calloway

Nebius Shares Surge 5% as $2B H2 Revenue Goal Looms Ahead of Earnings

Nebius (NBIS) shares rose 5% ahead of Q2 earnings, with the company facing a critical test to hit $2 billion in second-half revenue.

NBIS CRWV
Firefly Aerospace's Record Revenue Clouded by $106M Cash Burn
Earnings James Calloway

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.

FLY LMT
Transocean Stock Edges Higher as Oil Gains, Cash Flow Improves
Earnings James Calloway

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.

RIG VAL EQNR
Embraer Doubles Minimum Free Cash Flow Forecast for 2026
Earnings James Calloway

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%
Earnings James Calloway

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.

SE
Nu Holdings Faces Credit Cost Scrutiny Ahead of Q2 Earnings
Earnings James Calloway

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.

NU
Lumentum Stock Holds Steady Ahead of Q4 Report as AI Margin Test Looms
Earnings James Calloway

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.

LITE NVDA