Earnings News

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

MaxLinear Soars 23% on AI Optical Demand, Q2 Revenue Guidance Tops Estimates
Earnings James Calloway

MaxLinear Soars 23% on AI Optical Demand, Q2 Revenue Guidance Tops Estimates

MaxLinear reported Q1 revenue of $137.2M, up 43% YoY, and issued Q2 guidance of $160M-$170M, far above analysts' $137.1M estimate, fueled by AI data-center demand for optical chips.

MXL AVGO MRVL CRDO
Comfort Systems USA Profit Surges on Data Center Boom, Shares Rally
Earnings James Calloway

Comfort Systems USA Profit Surges on Data Center Boom, Shares Rally

Comfort Systems USA Q1 profit more than doubled to $370.4M, revenue surged 56.5% to $2.87B on data center demand. Backlog hit $12.45B, shares rose 3%.

FIX
AmEx Q1 Earnings Beat, But Flat Guidance and Travel Spending Concerns Weigh on Stock
Earnings James Calloway

AmEx Q1 Earnings Beat, But Flat Guidance and Travel Spending Concerns Weigh on Stock

American Express beat Q1 earnings estimates with EPS of $4.28, but shares dropped as the company kept its full-year outlook unchanged and noted pressure on travel spending.

AXP
United Rentals Soars on Raised Guidance, Record Q1 Revenue
Earnings James Calloway

United Rentals Soars on Raised Guidance, Record Q1 Revenue

United Rentals shares jumped 22.9% after the company raised its 2026 outlook and posted record Q1 revenue of $3.985 billion.

URI CAT HRI
Figma to Report Q1 Earnings on May 14 Amid AI Rivalry and Board Shifts
Earnings James Calloway

Figma to Report Q1 Earnings on May 14 Amid AI Rivalry and Board Shifts

Figma reports Q1 earnings May 14 as AI competition heats up, with board changes and CEO Dylan Field controlling 72.3% voting power.

ADBE
ServiceNow Shares Slide Despite Strong Q1 and Raised Forecast
Earnings James Calloway

ServiceNow Shares Slide Despite Strong Q1 and Raised Forecast

ServiceNow (NOW) shares tumbled 18.7% after reporting better-than-expected Q1 results and a higher 2026 outlook, as Middle East contract delays and AI concerns weighed on sentiment.

NOW IBM MSFT ADBE
IBM Shares Slide Despite Earnings Beat as Software Growth Deceleration Stirs AI Concerns
Earnings James Calloway

IBM Shares Slide Despite Earnings Beat as Software Growth Deceleration Stirs AI Concerns

IBM shares tumbled 9.6% despite beating Q1 estimates, as decelerating software and consulting growth revived concerns about AI disrupting legacy enterprise-software businesses.

IBM NOW MSFT ADBE TXN
Texas Instruments Surges 16% After Strong Earnings and Outlook
Earnings James Calloway

Texas Instruments Surges 16% After Strong Earnings and Outlook

Texas Instruments reported Q1 revenue of $4.83B, up 19%, and forecast Q2 above estimates, sending shares up 16%.

TXN NXPI ADI ON
IBM Sales Beat but AI Anxiety Drags Software Stocks Lower
Earnings James Calloway

IBM Sales Beat but AI Anxiety Drags Software Stocks Lower

IBM shares tumbled 9.5% despite beating Q1 earnings estimates, as fears that AI tools could erode its software and consulting businesses rattled investors. ServiceNow fell 17.5% and the iShares Expanded Tech-Software ETF lost 5.6%.

IBM NOW CRM ADBE MSFT TXN
IBM Shares Tumble 9.9% Despite Q1 Beat as Flat Forecast, AI Worries Weigh
Earnings James Calloway

IBM Shares Tumble 9.9% Despite Q1 Beat as Flat Forecast, AI Worries Weigh

IBM shares fell 9.9% despite beating Q1 estimates, as a flat 2026 forecast and slowing software growth fueled investor concerns over AI's impact.

IBM NOW MSFT ADBE
American Airlines Q1 Revenue Record, but $4B Fuel Cost Surge Hits 2026 Outlook
Earnings James Calloway

American Airlines Q1 Revenue Record, but $4B Fuel Cost Surge Hits 2026 Outlook

American Airlines posted record Q1 revenue but slashed its 2026 profit outlook due to a $4 billion fuel cost surge. Shares fell 28 cents premarket.

AAL
Lockheed Martin Q1 Earnings Miss as F-16 and C-130 Delays Hit Margins
Earnings James Calloway

Lockheed Martin Q1 Earnings Miss as F-16 and C-130 Delays Hit Margins

Lockheed Martin's first-quarter earnings missed estimates as delays in F-16 and C-130 programs squeezed margins, sending shares down 2.8% premarket.

LMT RTX NOC BA