Earnings News

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

Disney Q3 earnings preview: Parks must offset sports slump
Earnings James Calloway

Disney Q3 earnings preview: Parks must offset sports slump

Disney (NYSE:DIS) faces a key earnings test Wednesday. Analysts expect 15.5% EPS growth, but sports profits are set to fall 14%, putting pressure on Parks and Entertainment to deliver.

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Constellation's PJM Capacity Value Rises 2.5% Despite Lower Auction Prices
Earnings James Calloway

Constellation's PJM Capacity Value Rises 2.5% Despite Lower Auction Prices

Constellation Energy's PJM capacity value for 2028/29 is estimated at $2.24 billion, up 2.5% despite a 2.5% price decline, ahead of Q2 earnings.

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Newell Brands Stock Jumps 9% as Sales Growth Returns, But Tariff Refunds Mask Underlying Gains
Earnings James Calloway

Newell Brands Stock Jumps 9% as Sales Growth Returns, But Tariff Refunds Mask Underlying Gains

Newell Brands (NWL) surged 9% after reporting its first quarterly sales increase in over four years, though the EPS beat was largely driven by one-time tariff refunds.

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Samsung's Semiconductor Unit Drives 99.7% of Q2 Profit, Stock Jumps 27%
Earnings James Calloway

Samsung's Semiconductor Unit Drives 99.7% of Q2 Profit, Stock Jumps 27%

Samsung's Q2 profit soared, with chips making up 99.7% of operating earnings. The stock jumped 27% on Friday, but analysts warn of concentration risks.

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NextEra Slips 3.2% as AI Data Center Project Awaits Final Approvals
Earnings James Calloway

NextEra Slips 3.2% as AI Data Center Project Awaits Final Approvals

NextEra Energy (NEE) dropped 3.2% last week to $86.92, pressured by rising Treasury yields. Its massive Paducah AI power project remains pending final approvals.

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American Airlines' Profit Gap Widens Despite Revenue Surge
Earnings James Calloway

American Airlines' Profit Gap Widens Despite Revenue Surge

American Airlines (AAL) shares gained 5.5% last week, but the carrier's profit conversion remains far behind Delta (DAL) and United (UAL), with a projected Q3 loss.

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Microsoft's Soaring Demand Outpaces Spending as Azure Surges
Earnings James Calloway

Microsoft's Soaring Demand Outpaces Spending as Azure Surges

Microsoft's stock rallied 22% as commercial backlog surged $51B, outpacing capex. Azure grew 43%, with executives guiding to ~45% growth next quarter.

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Ambev's Q2 Cash Flow Jumps 54.5% on Working Capital Boost
Earnings James Calloway

Ambev's Q2 Cash Flow Jumps 54.5% on Working Capital Boost

Ambev's Q2 operating cash flow surged 54.5% to R$4.71 billion, with 79% of the increase attributed to working capital adjustments. The stock saw modest gains.

Rivian stock drops 9.6% as software profits mask EV losses
Earnings James Calloway

Rivian stock drops 9.6% as software profits mask EV losses

Rivian's shares slid 9.6% despite beating revenue estimates, as software profits offset ongoing EV losses. Automotive gross margin remains negative.

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Enterprise Products Q2 Cash Flow Nearly Covers Capex and Payouts
Earnings James Calloway

Enterprise Products Q2 Cash Flow Nearly Covers Capex and Payouts

Enterprise Products Partners (EPD) posted Q2 cash flow that nearly matched capital spending and distributions, with units closing at $38.05 after ex-dividend adjustment.

McDonald's Stock Climbs as Q2 Profit Estimates Slip Ahead of Earnings
Earnings James Calloway

McDonald's Stock Climbs as Q2 Profit Estimates Slip Ahead of Earnings

McDonald's (MCD) shares advanced 2.2% last week, outperforming the broader market, even as analysts trimmed Q2 profit estimates by 2.9%. All eyes are on Tuesday's earnings report.

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Energy Transfer's 6.7% Yield Hangs on Q2 EBITDA as Earnings Approach
Earnings James Calloway

Energy Transfer's 6.7% Yield Hangs on Q2 EBITDA as Earnings Approach

Energy Transfer (ET) heads into Q2 earnings with a 6.7% yield, but the stock needs near-record EBITDA to justify its valuation. All eyes on Tuesday's report.

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