Earnings News

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

Rolls-Royce Interim Payout: Why the 6p Dividend Is Already Locked In
Earnings James Calloway

Rolls-Royce Interim Payout: Why the 6p Dividend Is Already Locked In

Rolls-Royce's 6p dividend pays Sept 18, but eligibility was set in August. With shares at 1,448p, the real story is cash generation and buyback execution.

RYCEY
Micron Slips 4.9% as Investors Eye $50B Q4 Guidance
Earnings James Calloway

Micron Slips 4.9% as Investors Eye $50B Q4 Guidance

Micron (MU) dropped 4.9% to $977.41 as investors brace for a demanding Q4 earnings test, with $50B revenue and 86% gross margin guidance at stake.

MU
Descartes Stock Rebounds 4% on Record Revenue and Margin Growth
Earnings James Calloway

Descartes Stock Rebounds 4% on Record Revenue and Margin Growth

Descartes Systems Group shares jumped 4.2% after hours following record quarterly revenue and an expanded EBITDA margin, overshadowing acquisition concerns.

DSGX
Macy's Shares Slide 4.7% Despite Earnings Beat—Margins Lift Was One-Time
Earnings James Calloway

Macy's Shares Slide 4.7% Despite Earnings Beat—Margins Lift Was One-Time

Macy's stock fell 4.7% despite beating earnings, as a 180-basis-point margin gain came from one-time tariff refunds. Underlying margin improved just 10 bps.

M
Kroger Q2: Can Grocer Defend 1% Sales Floor Amid Buyback Test?
Earnings James Calloway

Kroger Q2: Can Grocer Defend 1% Sales Floor Amid Buyback Test?

Kroger reports Q2 results Friday with stock at 11x earnings. Key test: same-store sales above 1% and margin stability as $1.8B buyback faces Giant Eagle acquisition.

KR
Frequency Electronics Surges 28% After Record Quarter; Valuation Raises Questions
Earnings James Calloway

Frequency Electronics Surges 28% After Record Quarter; Valuation Raises Questions

Frequency Electronics (FEIM) soared 28% after a record quarter. With a $129M backlog, the stock's valuation now hinges on hitting ambitious 2029 targets.

FEIM
LightPath Q4 Revenue Soars 74% as LPTH Stock Remains Under Pressure
Earnings James Calloway

LightPath Q4 Revenue Soars 74% as LPTH Stock Remains Under Pressure

LightPath Technologies delivered record Q4 revenue and positive adjusted EBITDA, but LPTH stock remains below $10 amid GAAP losses and share dilution.

LPTH
RH Stock Rallies 8.7% After Hours: The Tariff Boost Behind the Beat
Earnings James Calloway

RH Stock Rallies 8.7% After Hours: The Tariff Boost Behind the Beat

RH shares jumped 8.7% after hours on a Q2 sales beat, but a one-time tariff refund masks a 33% drop in normalized EBITDA. Can the Q4 ramp deliver?

RH
Adobe's AI Growth Sparks Investor Skepticism Despite Strong Earnings
Earnings James Calloway

Adobe's AI Growth Sparks Investor Skepticism Despite Strong Earnings

Adobe beat Q3 targets and raised guidance, but shares fell 2.2% as investors weighed explosive AI ARR growth against modest overall growth.

ADBE
Oracle Surges 6% on Strong Q1, But Capex Concerns Loom
Earnings James Calloway

Oracle Surges 6% on Strong Q1, But Capex Concerns Loom

Oracle (ORCL) shares rose 6.3% in after-hours trading after Q1 results beat targets, but massive capex and negative free cash flow keep investors cautious.

ORCL
Opendoor Shares Slide 6% as CEO Pushes Out Profitability Target
Earnings James Calloway

Opendoor Shares Slide 6% as CEO Pushes Out Profitability Target

Opendoor (OPEN) shares dropped 6.2% to $2.815 after CEO Kaz Nejatian said a late-August housing slowdown pushed its adjusted-EBITDA profitability target back by six to eight weeks.

OPEN
GameStop Raises EBITDA Outlook as Collectibles Reshape Business
Earnings James Calloway

GameStop Raises EBITDA Outlook as Collectibles Reshape Business

GameStop raised its adjusted EBITDA forecast to $650M, powered by a surge in collectibles sales and lower costs, even as total revenue declined sharply.

GME EBAY