AfternsAfterns
Earnings brief

US stock earnings,
the key summary

Earnings results, key call takeaways, the stock reaction, and what it means.

This week
10/wk5364
10/wk4169
10/wk336
10/wk26
10/wk113
9/wk48
9/wk31
9/wk216
9/wk130
8/wk440
8/wk321
8/wk269
8/wk110
Summary

275 companies reported in 11/2–11/6, and 209 of 258 with an estimate beat consensus.

Reports
275
last wk 364 · 4-wk 575
Beat estimates
81%
209 of 258
last wk 79% · 4-wk 79%
Beat but fell
48%
68 of 143 priced
last wk 42% · 4-wk 42%
Rose on the day
50%
95 of 189
last wk 55% · 4-wk 55%
Revenue growth
+11.2%
median of 238
last wk +9.3% · 4-wk +8.6%

Biggest moves

Earnings-day move · 189 priced reports

Up
DUDuolingo Inc. Class Avs est -16.8%+25.99%IDEXX Laboratories Inc.vs est +8.0%+21.85%PCProcore Technologies Inc.vs est +13.1%+19.68%RIRiot Platforms Inc. Common Stockvs est +141.5%†+18.41%MDMedline Inc. Class Avs est +27.1%+18.36%
Down
ECEverus Construction Group Inc.vs est +33.6%-29.29%MOModine Manufacturing Companyvs est -11.4%-21.43%Lumentum Holdings Inc.vs est +8.2%-18.59%UNUnum Groupvs est +1.9%-17.84%SMSM Energy Companyvs est -1.5%-15.30%

Wed 11/4 · 131

Uber Technologies Inc.
UBER · Pre-market
day-after-0.16%
miss avg -4.1%
EPS
$0.25-72.3%
vs est $0.90
Revenue
$14.8B+10%
vs LY $13.5B
20 percent Gross Bookings growth and expanding operating margins
Positives
  • ▲Steady growth in bookings and core user metrics
  • ▲Improvement in profitability metrics
  • ▲Stable cash flow generation
Concerns
  • ▼Divergence between revenue and Gross Bookings growth
  • ▼Sharp drop in net income due to equity investment revaluations
  • ▼Decline in Mobility segment revenue
“Uber delivered its fifth consecutive quarter of 20%+ Gross Bookings growth, driven by record audience and consumer engagement.”
· Dara Khosrowshahi, CEO
Datadog Inc. Class A
DDOG · Pre-market
day-after+2.05%
beat avg +3.5%
EPS
$0.81+26.4%
vs est $0.64
Revenue
$1.2B+35%
vs LY $885M
Solid revenue growth and expansion of larger customer base
Positives
  • ▲Strong Revenue Growth and Large Customer Acquisition
  • ▲Healthy Cash Flow and Liquidity
  • ▲New Product Launch and AI Research Progress
Concerns
  • ▼Single-Digit GAAP Operating Margin
  • ▼Slowing Growth Outlook for Next Quarter
  • ▼Substantial Stock-Based Compensation and Expenses
“Datadog delivered a strong third quarter, with 35% year-over-year revenue growth, $290 million in operating cash flow, and $251 million in free cash flow.”
· Olivier Pomel, co-founder and CEO
Circle Internet Group Inc. Class A
CRCL · Pre-market
day-after+4.36%
beat avg +8.7%
EPS
$0.84+116.6%
vs est $0.39
Revenue
$865M+17%
vs LY $740M
Revenue growth and token presale driving earnings expansion
Positives
  • ▲Significant Increase in Revenue and Profitability
  • ▲Growth in USDC Circulation and Volume
  • ▲New Product Launch and Strategic Partnerships
Concerns
  • ▼Decline in Reserve Income and Return Rate
  • ▼Flat USDC Circulation and Lower Market Share
  • ▼Reliance on One-Time Token Revenue and Higher Expenses
“Reserve Income of $658 million decreased 8% year-over-year, primarily from a 61 bps decline in the Reserve Return Rate, partially offset by 8% growth in average USDC in Circulation.”
· Jeremy Allaire
Novo Nordisk
NVO · Pre-market
day-after-0.64%
beat avg -2.4%
EPS
DKK 5.79+25.3%
vs est DKK 4.62
McDonald's Corporation
MCD · Pre-market
day-after-0.98%
beat avg +0.2%
EPS
$3.57+5.6%
vs est $3.38
CVS Health Corporation
CVS · Pre-market
day-after+3.28%
beat avg +2.2%
EPS
$2.09+26.6%
vs est $1.65
Revenue
$108.4B+5%
vs LY $102.8B
Revenue growth, guidance hike, and announcement of corporate split
Positives
  • ▲Broad Revenue Growth and Margin Expansion
  • ▲Upward Revision of Full-Year Guidance
  • ▲Margin Recovery in Health Care Benefits
Concerns
  • ▼Revenue Decline in Pharmacy Segment
  • ▼Stagnant Medical Membership
  • ▼Persistent Macroeconomic Headwinds
“The Company is increasing its full-year 2026 GAAP diluted EPS, Adjusted EPS and cash flow from operations guidance to reflect increases in the Health Care Benefits and Pharmacy Consumer Wellness segments.”
· David Joyner, CVS Health CEO
Arm Holdings
ARM · After close
day-afterPending
beat avg +1.9%
EPS
$0.52+9.3%
vs est $0.48
Call summary pending
Summarizing the earnings call. Arrives soon.
QUALCOMM Incorporated
QCOM · After close
day-afterPending
miss avg -2.6%
EPS
$2.21-0.7%
vs est $2.23
Revenue
$10.3B-8%
vs LY $11.3B
Record automotive growth offsetting mobile revenue decline
Positives
  • ▲Record Automotive Growth
  • ▲Data Center Expansion
  • ▲Consistent Shareholder Returns
Concerns
  • ▼Decline in Core Mobile Revenue
  • ▼Margin Compression
  • ▼Rising Inventory Levels
“We are pleased to deliver fourth quarter non-GAAP revenues at the high end of our guidance, along with 36% year-over-year growth in combined QCT Automotive and IoT revenues.”
· Cristiano Amon, CEO
Applovin Corporation Class A
APP · After close
day-afterPending
beat avg +9.5%
EPS
$4.30+6.7%
vs est $4.03
Revenue
$2.2B+56%
vs LY $1.4B
Record-breaking performance driven by 55% revenue growth and improved margins
Positives
  • ▲Significant Revenue and Profit Growth
  • ▲Industry-Leading Profit Margins
  • ▲Strong Cash Flow and Shareholder Returns
“AppLovin posted record third quarter earnings net income grew 72% year-over-year to $1.44 billion on record revenue of $2.18 billion, up 55% year-over-year.”
· AppLovin
Coherent Corp.
COHR · After close
day-afterPending
beat avg +2.2%
EPS
$2.09+6.0%
vs est $1.97
Revenue
$2.4B+50%
vs LY $1.6B
Strong performance driven by datacenter growth and margin expansion
Positives
  • ▲Explosive growth in Datacenter segment
  • ▲Margin expansion through cost efficiency
  • ▲Strong annual growth outlook
Concerns
  • ▼Decline in Industrial segment
  • ▼Negative operating cash flow
  • ▼Rapid increase in inventory levels
“Q1 marked a strong start to fiscal 2027, with pro forma revenue up 56% year over year and non-GAAP EPS up 80%. We expect fiscal 2027 pro forma revenue growth to exceed 60%.”
· Jim Anderson, CEO
Redwire
RDW · After close
day-afterPending
beat avg +1.6%
EPS
-$0.09+2.7%
vs est -$0.09
Revenue
$109M+5%
vs LY $103M
Record backlog achievement alongside revenue growth and margin expansion
Positives
  • ▲Record-high backlog achievement
  • ▲Significant improvement in gross margins
  • ▲Reduction in net loss
Concerns
  • ▼Persistent adjusted EBITDA loss
  • ▼Rising cost burden from R&D investment
  • ▼Stagnant revenue growth outlook
“Redwire continued to see durable demand across our space and defense tech portfolio during the third quarter as evidenced by our record Backlog of $619.7 million, a nearly 75% increase year-over-year.”
· Peter Cannito, CEO
McKesson Corporation
MCK · After close
day-afterPending
beat avg +0.1%
EPS
$11.68+8.6%
vs est $10.75
Revenue
$111.0B+8%
vs LY $103.2B
Motorola Solutions Inc.
MSI · After close
day-afterPending
beat avg +0.8%
EPS
$4.69+5.8%
vs est $4.43
Revenue
$3.4B+12%
vs LY $3.0B
Allstate Corporation (The)
ALL · After close
day-afterPending
beat avg +1.7%
EPS
$9.76+40.2%
vs est $6.96
Revenue
$17.3B+1%
vs LY $17.3B
MetLife Inc.
MET · After close
day-afterPending
beat avg -0.8%
EPS
$2.78+0.4%
vs est $2.77
Revenue
$20.5B+18%
vs LY $17.4B
AFLAC Incorporated
AFL · After close
day-afterPending
beat avg +1.7%
EPS
$2.43+35.2%
vs est $1.80
Revenue
$3.3B-31%
vs LY $4.7B
CompanyTimingEPS vs estRevenue YoYEarnings-day
Emerson Electric Company EMRPre-open+0.5%+7%+0.26%
W.W. Grainger Inc. GWWPre-open+7.5%+11%+1.47%
Cencora Inc. CORPre-open+1.9%+6%+0.79%
Martin Marietta Materials Inc. MLMPre-open-4.2%+28%-1.53%
Medline Inc. Class A MDLNPre-open+27.1%—+18.36%
The Kraft Heinz Company KHCPre-open+25.1%-2%-1.64%
Atmos Energy Corporation ATOPre-open+2.8%—+1.54%
Qnity Electronics Inc. QPre-open+20.8%+22%+3.05%
United Therapeutics Corporation UTHRPre-open-5.5%+4%+0.87%
Zimmer Biomet Holdings Inc. ZBHPre-open+1.0%—-0.30%
Fidelity National Information Services Inc. FISPre-open+0.6%+27%-2.89%
Performance Food Group Company PFGCPre-open+4.0%+5%-4.29%
CDW Corporation CDWPre-open+9.4%+18%-0.54%
Stanley Black & Decker Inc. SWKPre-open—-1%-1.96%
Charles River Laboratories International Inc. CRLPre-open+4.0%-2%+3.94%
Trimble Inc. TRMBPre-open—+7%-0.35%
Wayfair Inc. Class A WPre-open+14.3%+10%-1.61%
Owens Corning Inc Common Stock New OCPre-open-19.9%-7%-6.23%
New York Times Company (The) NYTPre-open+5.2%+10%-4.06%
Insulet Corporation PODDPre-open+25.4%+19%+0.81%
Westlake Corporation WLKPre-open-10.4%+5%-3.79%
NNN REIT Inc. NNNPre-open+0.0%+10%-0.02%
Solstice Advanced Materials Inc. Common Stock SOLSPre-open+15.2%—-6.54%
Bruker Corporation BRKRPre-open+34.6%+2%+1.45%
Timken Company (The) TKRPre-open+11.3%+5%+1.84%
Hut 8 Corp. HUTPre-open+44.3%-15%+15.90%
Avnet Inc. AVTPre-open+26.8%+82%+2.89%
Ralliant Corporation RALPre-open—+23%+0.38%
Southwest Gas Holdings Inc. Common Stock (DE) SWXPre-open+33.3%—-0.64%
Eagle Materials Inc EXPPre-open-5.1%+2%-1.41%
Reynolds Consumer Products Inc. REYNPre-open+1.6%+1%-2.27%
Riot Platforms Inc. Common Stock RIOTPre-open+141.5%†+1%+18.41%
Trex Company Inc. TREXPre-open+15.4%+26%-1.07%
ESAB Corporation ESABPre-open—+13%-0.33%
Acushnet Holdings Corp. GOLFPre-open-4.4%-1%-2.25%
Vishay Intertechnology Inc. VSHPre-open—+24%+6.66%
OPENLANE Inc. OPLNPre-open+13.6%+13%-1.82%
Brinks Company (The) BCOPre-open+2.2%+3%+0.61%
Marriott Vacations Worldwide Corporation VACPre-open+2.0%+8%+0.93%
Madison Square Garden Entertainment Corp. Class A MSGEPre-open+412.5%†+41%+0.13%
Avient Corporation AVNTPre-open+7.2%+11%-0.46%
Atlanta Braves Holdings Inc. Series A BATRAPre-open—+4%Pending
Freshpet Inc. FRPTPre-open+49.7%+10%Pending
Edwards Lifesciences Corporation EWAfter close+8.6%+10%Pending
Expedia Group Inc. EXPEAfter close+5.6%+12%Pending
Corpay Inc. CPAYAfter close+4.7%+18%Pending
Fair Isaac Corporation FICOAfter close+3.6%+27%Pending
Eversource Energy (D/B/A) ESAfter close-0.5%—Pending
Texas Pacific Land Corporation TPLAfter close+4.0%+35%Pending
STERIS plc (Ireland) Ordinary Shares STEAfter close+9.8%+9%Pending
Coeur Mining Inc. CDEAfter close-37.4%+77%Pending
Amcor plc Ordinary Shares AMCRAfter close-3.0%+7%Pending
Permian Resources Corporation Class A PRAfter close+13.7%—Pending
CF Industries Holdings Inc. CFAfter close-6.0%+12%Pending
MKS Inc. MKSIAfter close+14.6%+43%Pending
News Corporation Class B NWSAfter close+7.7%+6%Pending
ITT Inc. Common Stock ITTAfter close+8.6%+44%Pending
SiTime Corporation SITMAfter close+12.6%+257%Pending
Host Hotels & Resorts Inc. HSTAfter close+7.1%—Pending
PTC Inc. PTCAfter close+3.4%-25%Pending
Albemarle Corporation ALBAfter close+2.0%+19%Pending
Figma Inc. Class A FIGAfter close+100.0%†+43%Pending
Coca-Cola Consolidated Inc. COKEAfter close—+5%Pending
TKO Group Holdings Inc. Class A TKOAfter close+20.7%+21%Pending
Watts Water Technologies Inc. Class A WTSAfter close+9.7%+19%Pending
Chime Financial Inc. Class A CHYMAfter close+12.5%+32%Pending
HubSpot Inc. HUBSAfter close+16.4%+17%Pending
U-Haul Holding Company UHALAfter close-7.8%+3%Pending
Paycom Software Inc. PAYCAfter close+20.4%+10%Pending
Bio-Rad Laboratories Inc. Class A BIOAfter close+19.1%+1%Pending
Cognex Corporation CGNXAfter close+2.0%+13%Pending
Snap Inc. Class A SNAPAfter close—+14%Pending
Primerica Inc. PRIAfter close+6.0%+7%Pending
Viavi Solutions Inc. VIAVAfter close+13.9%+57%Pending
Cytokinetics Incorporated CYTKAfter close+2.8%+2359%Pending
CAVA Group Inc. CAVAAfter close-8.2%+46%Pending
Chord Energy Corporation CHRDAfter close+5.7%+7%Pending
Zillow Group Inc. Class A ZGAfter close-8.3%+7%Pending
Caris Life Sciences Inc. CAIAfter close+150.0%†+27%Pending
Dutch Bros Inc. Class A BROSAfter close-18.5%+30%Pending
Matson Inc. MATXAfter close+11.0%+27%Pending
Enact Holdings Inc. ACTAfter close-0.4%+0%Pending
e.l.f. Beauty Inc. ELFAfter close+102.1%†—Pending
Victory Capital Holdings Inc. Class A VCTRAfter close+0.3%+10%Pending
Macerich Company (The) MACAfter close+320.6%†+3%Pending
Magnolia Oil & Gas Corporation Class A MGYAfter close+21.3%+58%Pending
MGIC Investment Corporation MTGAfter close+4.1%-2%Pending
Rayonier Inc. REIT RYNAfter close+26.3%+219%Pending
Murphy Oil Corporation MURAfter close+25.3%+19%Pending
Black Hills Corporation BKHAfter close+21.3%+9%Pending
Lumen Technologies Inc. LUMNAfter close+41.0%-3%Pending
Remitly Global Inc. RELYAfter close+77.3%+22%Pending
Cirrus Logic Inc. CRUSAfter close+1.4%-0%Pending
Klaviyo Inc. Series A KVYOAfter close+29.4%+25%Pending
Ormat Technologies Inc. ORAAfter close+61.1%+10%Pending
ACADIA Pharmaceuticals Inc. ACADAfter close+72.2%+23%Pending
Radian Group Inc. RDNAfter close+18.9%—Pending
Dave Inc. Class A DAVEAfter close-1.6%+31%Pending
BillionToOne Inc. Class A BLLNAfter close+6.7%+47%Pending
Tanger Inc. SKTAfter close+5.1%—Pending
Warrior Met Coal Inc. HCCAfter close-35.3%+55%Pending
Sezzle Inc. SEZLAfter close+6.3%+43%Pending
VSE Corporation VSECAfter close+15.3%+91%Pending
Envista Holdings Corporation NVSTAfter close+12.4%+3%Pending
Relay Therapeutics Inc. RLAYAfter close+7.5%—Pending
Adaptive Biotechnologies Corporation ADPTAfter close+120.0%†-11%Pending
MUELLER WATER PRODUCTS MWAAfter close+1.0%-1%Pending
Grand Canyon Education Inc. LOPEAfter close+0.6%+2%Pending
Arcus Biosciences Inc. RCUSAfter close-12.4%-65%Pending
Interparfums Inc. IPARAfter close+12.5%+0%Pending
Genworth Financial Inc GNWAfter close-140.7%†—Pending
Fastly Inc. Class A FSLYAfter close+43.4%+20%Pending
American States Water Company AWRAfter close-2.8%—Pending
Pattern Group Inc. Series A PTRNAfter close+20.0%+38%Pending
Excelerate Energy Inc. Class A EEAfter close+2.8%-24%Pending

Tue 11/3 · 89

Shopify
SHOP · Pre-market
day-after-8.74%
beat avg +2.7%
EPS
$0.49+6.6%
vs est $0.46
Revenue
$3.7B+32%
vs LY $2.8B
Rapid revenue growth of 32% and strong free cash flow
Positives
  • ▲Robust Revenue and GMV Growth
  • ▲Improved Profitability and Cash Flow
  • ▲Strong Subscription and Merchant Solutions
Concerns
  • ▼Gross Profit Growth Trailing Revenue
  • ▼Flat Free Cash Flow Margin Outlook
  • ▼Higher Operating Expenses
“We powered $119 billion in GMV, while continuing to build commerce into every surface, every agent, and increasingly, everywhere.”
· Harley Finkelstein, President
Pfizer Inc.
PFE · Pre-market
day-after-2.18%
beat avg +0.6%
EPS
$0.87+18.3%
vs est $0.74
Revenue
$16.6B0%
vs LY $16.6B
Eaton Corporation PLC Ordinary Shares
ETN · Pre-market
day-after+7.00%
beat avg +0.1%
EPS
$3.68+3.7%
vs est $3.55
Revenue
$8.9B+28%
vs LY $7.0B
Marathon Petroleum Corporation
MPC · Pre-market
day-after-0.71%
beat avg +1.6%
EPS
$26.93+3.6%
vs est $26.00
Revenue
$56.0B+61%
vs LY $34.8B
Advanced Micro Devices Inc.
AMD · After close
day-after+1.01%
beat avg -0.6%
EPS
$2.09+7.5%
vs est $1.94
Revenue
$13.4B+45%
vs LY $9.2B
Record quarterly results driven by rapid growth in the data center segment
Positives
  • ▲Near-triple-digit growth in data center
  • ▲Significant improvement in profitability and operating income
  • ▲Strong fourth quarter revenue and growth outlook
Concerns
  • ▼Steep decline in gaming segment
“We delivered a record quarter with revenue exceeding the high end of our guidance as Data Center segment sales nearly doubled year-over-year.”
· Dr. Lisa Su, CEO
Arista Networks Inc.
ANET · After close
day-after+5.04%
beat avg +0.2%
EPS
$1.20+11.2%
vs est $1.08
Revenue
$3.7B+59%
vs LY $2.3B
Rapid revenue growth driven by AI demand and record high earnings
Positives
  • ▲Steep revenue growth driven by AI demand
  • ▲Margin improvement and record operating income
  • ▲Growth in inventory and operating cash flow
Concerns
  • ▼Slight decline in gross margins
  • ▼Increase in accounts receivable and operating expenses
“Delivered total revenues in Q3 2026 of approximately $3.66 billion, exceeding guidance of $3.3 billion while growing 58.5%, the highest year-over-year revenue growth since our IPO.”
· Jayshree Ullal
Astera Labs Inc.
ALAB · After close
day-after-4.43%
beat avg -0.5%
EPS
$1.32+10.7%
vs est $1.19
Revenue
$585M+154%
vs LY $231M
Triple-digit revenue surge and product portfolio expansion
Positives
  • ▲Triple-digit revenue growth and operating profit
  • ▲Key product ramp and portfolio expansion
  • ▲Strong outlook for the upcoming quarter
Concerns
  • ▼Inventory growth outpacing revenue
  • ▼Rapid increase in accounts receivable
“Astera Labs delivered outstanding Q3 2026 results, with record quarterly revenue of $584.9 million, up 49% sequentially and up 154% year-over-year, with broad-based growth led by Scorpio, which ramped to high-volume production and became our largest product family by revenue.”
· 지텐드라 모한 (Jitendra Mohan)
Amgen Inc.
AMGN · After close
day-after+3.73%
beat avg +2.4%
EPS
$6.45+11.6%
vs est $5.78
Revenue
$10.4B+9%
vs LY $9.6B
Booking Holdings Inc.
BKNG · After close
day-after+9.83%
beat avg +0.7%
EPS
$4.66+3.6%
vs est $4.50
CompanyTimingEPS vs estRevenue YoYEarnings-day
Apollo Global Management Inc. (New) APOPre-open-5.8%-52%-4.95%
AMETEK Inc. AMEPre-open+4.8%+17%+2.76%
Keurig Dr Pepper Inc. KDPPre-open+6.4%+71%-5.65%
Yum! Brands Inc. YUMPre-open+6.3%+4%-0.37%
Waters Corporation WATPre-open—+121%+2.31%
Sysco Corporation SYYPre-open-0.2%+3%-9.33%
Archer-Daniels-Midland Company ADMPre-open+10.4%+10%-6.82%
Fiserv Inc. FISVPre-open+2.2%-1%+12.46%
Expeditors International of Washington Inc. EXPDPre-open+18.9%+42%+1.87%
Broadridge Financial Solutions Inc. BRPre-open+14.0%+5%-0.25%
DuPont de Nemours Inc. DDPre-open+11.5%-39%+8.61%
Leidos Holdings Inc. LDOSPre-open—+4%-6.55%
Zebra Technologies Corporation Class A ZBRAPre-open—+22%-8.76%
Ball Corporation BALLPre-open+2.9%+24%-7.14%
Talen Energy Corporation TLNPre-open-21.1%+90%+7.29%
Yum China Holdings Inc. YUMCPre-open+1.3%+9%+1.64%
UL Solutions Inc. Class A ULSPre-open+0.7%+5%+7.00%
Dynatrace Inc. DTPre-open+9.9%+17%-14.69%
Revvity Inc. RVTYPre-open—+4%+7.84%
Gartner Inc. ITPre-open+26.4%-1%-13.19%
Pinnacle West Capital Corporation PNWPre-open+3.8%+8%+1.69%
Madrigal Pharmaceuticals Inc. MDGLPre-open+309.6%†+50%-8.08%
DigitalOcean Holdings Inc. DOCNPre-open+41.8%+40%+0.79%
Regal Rexnord Corporation RRXPre-open+8.7%+6%+11.81%
Henry Schein Inc. HSICPre-open+0.9%+4%-4.76%
Amneal Pharmaceuticals Inc. Class A AMRXPre-open+9.5%+10%-1.13%
Enpro Inc. NPOPre-open+10.1%+22%+6.06%
Rhythm Pharmaceuticals Inc. RYTMPre-open+17.9%+80%-7.49%
Beta Technologies Inc. Class A BETAPre-open+33.4%+98%+16.00%
Versant Media Group Inc. Class A Common Stock VSNTPre-open+950.0%†—+1.08%
Sotera Health Company SHCPre-open+8.0%+4%-9.64%
JBT Marel Corporation JBTMPre-open+4.5%-1%+2.86%
ADT Inc. ADTPre-open+4.3%+4%+0.20%
Louisiana-Pacific Corporation LPXPre-open+85.7%+4%-2.37%
Xometry Inc. Class A XMTRPre-open+47.4%+40%+16.55%
PJT Partners Inc. Class A PJTPre-open+4.7%-13%-4.55%
CVR Energy Inc. CVIPre-open+37.3%+69%-13.09%
Knife Riv Holding Co. KNFPre-open-4.4%+6%+1.39%
Hagerty Inc. Class A HGTYPre-open+400.0%†-7%+7.17%
Block Inc. Class A XYZAfter close+10.2%—+15.30%
Prudential Financial Inc. PRUAfter close+13.6%—+6.58%
American International Group Inc. New AIGAfter close+9.5%—+1.47%
Coupang Inc. Class A CPNGAfter close-1700.0%†+8%+11.95%
International Flavors & Fragrances Inc. IFFAfter close+1.8%-28%-4.89%
Toast Inc. Class A TOSTAfter close+2.1%+21%+5.49%
Super Micro Computer Inc. SMCIAfter close+46.6%+298%-5.70%
APA Corporation APAAfter close+21.9%—-6.87%
Assurant Inc. AIZAfter close+30.5%+6%+4.18%
Unum Group UNMAfter close+1.9%-25%-17.84%
Omega Healthcare Investors Inc. OHIAfter close+5.2%—+3.45%
Corcept Therapeutics Incorporated CORTAfter close+20.2%+64%-3.31%
Jack Henry & Associates Inc. JKHYAfter close+6.1%+9%+10.83%
Essential Utilities Inc. WTRGAfter close+10.3%+7%+2.48%
The AES Corporation AESAfter close+21.9%—-0.13%
Hecla Mining Company HLAfter close+46.7%-4%+13.17%
Skyworks Solutions Inc. SWKSAfter close—-5%-2.90%
Modine Manufacturing Company MODAfter close-11.4%+35%-21.43%
SM Energy Company SMAfter close-1.5%+167%-15.30%
Procore Technologies Inc. PCORAfter close+13.1%+19%+19.68%
Jackson Financial Inc. Class A Common Stock JXNAfter close+4.2%—-2.35%
Spyre Therapeutics Inc. SYREAfter close-11.4%—-0.23%
Matador Resources Company MTDRAfter close+14.2%+33%-7.25%
PACS Group Inc. PACSAfter close+8.1%+12%+7.67%
Duolingo Inc. Class A DUOLAfter close-16.8%+14%+25.99%
Everus Construction Group Inc. ECGAfter close+33.6%+40%-29.29%
Mercury General Corporation MCYAfter close+4.2%-13%-13.42%
Mosaic Company (The) MOSAfter close-850.0%†-10%+17.37%
Mirum Pharmaceuticals Inc. MIRMAfter close-2.4%+40%+11.42%
GXO Logistics Inc. Common Stock GXOAfter close+4.5%+6%+9.48%
Fortune Brands Innovations Inc. FBINAfter close+54.5%-3%+3.44%
Varonis Systems Inc. VRNSAfter close+200.0%†+17%-0.33%
Tutor Perini Corporation TPCAfter close+36.6%+20%+0.34%
Par Pacific Holdings Inc. PARRAfter close+60.6%+52%-2.27%
Champion Homes Inc. SKYAfter close+0.9%+6%+11.35%
Primoris Services Corporation PRIMAfter close+53.4%—-13.98%
Kadant Inc KAIAfter close—+15%+9.11%
Avis Budget Group Inc. CARAfter close-38.0%-2%+9.58%
Red Rock Resorts Inc. Class A RRRAfter close-138.5%†+3%-5.31%
The Baldwin Insurance Group Inc. Class A BWINAfter close-2.8%—Pending
Denali Therapeutics Inc. DNLIAfter close-79.3%—+7.76%

Mon 11/2 · 55

Lumentum Holdings Inc.
LITE · Pre-market
day-after-18.59%
beat avg +1.4%
EPS
$4.57+8.2%
vs est $4.22
Revenue
$1.3B+137%
vs LY $534M
Broad-based business growth and expanded optical communication demand
Positives
  • ▲Growth across all business segments
  • ▲Significant improvement in profitability
  • ▲Strong bookings and demand visibility
Concerns
  • ▼Sharp decline in cash position
  • ▼Increase in inventory levels
“Looking ahead, we anticipate adding approximately $350 million in sequential growth in our second quarter, a figure greater than the quarterly revenue of the whole company just two years ago.”
· Michael Hurlston, CEO
Tempus AI Inc. Class A
TEM · Pre-market
day-after+8.67%
beat avg -0.2%
EPS
$0.07+187.5%
vs est -$0.08
Revenue
$412M+23%
vs LY $334M
Strong growth in diagnostics and data segments with improved profitability via AI platform
Positives
  • ▲Robust growth in diagnostics and data
  • ▲Profitability improvement and turnaround
  • ▲Securing future revenue through strategic collaborations
Concerns
  • ▼Deceleration in hereditary testing growth
  • ▼Persistent GAAP operating losses
  • ▼Cost burden and uncertainty from M&A
“Q3 was an incredibly strong quarter for Tempus, with broad-based growth across both our diagnostics and data and applications businesses.”
· Eric Lefkofsky, CEO
Marriott International Class A
MAR · Pre-market
day-after+4.26%
beat avg -1.3%
EPS
$3.02+6.0%
vs est $2.85
Revenue
$7.0B+8%
vs LY $6.5B
RevPAR Growth and Expanded Fee Revenue
Positives
  • ▲Global RevPAR and Fee Revenue Growth
  • ▲Net Income and EPS Growth
  • ▲Expansion of Room Development Pipeline
Concerns
  • ▼Decline in Owned and Leased Hotel Results
  • ▼Higher Interest Expense from Increased Debt
“Global RevPAR increased 6.5 percent in the third quarter, on higher ADR and occupancy.”
· Anthony Capuano, CEO
Entergy Corporation
ETR · Pre-market
day-after-0.22%
beat avg +2.5%
EPS
$1.98+16.5%
vs est $1.70
IDEXX Laboratories Inc.
IDXX · Pre-market
day-after+21.85%
beat avg +6.7%
EPS
$4.01+8.0%
vs est $3.71
Revenue
$1.2B+10%
vs LY $1.1B
Estee Lauder Companies Inc. (The)
EL · Pre-market
day-after-4.08%
beat avg -4.1%
EPS
$0.72+41.9%
vs est $0.51
Revenue
$3.7B+7%
vs LY $3.5B
Profitability improvement driven by fragrance and Asia sales growth
Positives
  • ▲Strong Fragrance Growth and Margin Expansion
  • ▲Sales Recovery in Asia and China
  • ▲Significant Improvement in Gross Margin and EPS
Concerns
  • ▼Hair Care Sales Decline and Supply Chain Issues
  • ▼Weakness in Specific Brands and Categories
“We are raising our fiscal 2027 outlook, reflecting both our strong start and our conviction in the future we are creating.”
· Stéphane de La Faverie, President and CEO
Public Service Enterprise Group Incorporated
PEG · Pre-market
day-after+0.12%
miss avg +0.4%
EPS
$1.15-3.7%
vs est $1.19
Revenue
$3.0B-6%
vs LY $3.2B
Apple Inc.
AAPL · After close
day-after-1.90%
beat avg -0.7%
EPS
$2.10+5.8%
vs est $1.99
Revenue
$114.5B+12%
vs LY $102.5B
Record-breaking revenue driven by strong iPhone and Services performance
Positives
  • ▲Record Growth in iPhone and Services
  • ▲Strong Cash Flow and Shareholder Returns
  • ▲Expansion of Active Installed Base
Concerns
  • ▼Decline in Key Hardware Segments
  • ▼Margin Pressure and Rising Expenses
  • ▼Persistent Supply Constraints
“We expect our December quarter total company revenue to grow between 7% and 10% year-over-year, which reflects our best view of constrained supply.”
· Kevan Parekh (CFO)
Palantir Technologies Inc. Class A
PLTR · After close
day-after-1.65%
beat avg +9.5%
EPS
$0.44+8.4%
vs est $0.41
Revenue
$2.3B+96%
vs LY $1.2B
Explosive growth in U.S. commercial sector and 96% surge in total revenue
Positives
  • ▲Dominant U.S. Commercial Growth
  • ▲Significant Profitability and Cash Flow
  • ▲Upward Revision of Annual Guidance
Concerns
  • ▼Stagnation in International Commercial Segment
  • ▼Deceleration in Remaining Performance Obligations (RPO)
“Our U.S. commercial revenue has surpassed our U.S. government revenue for the first time in our company's history.”
· Alex Karp, CEO
Vertex Pharmaceuticals Incorporated
VRTX · After close
day-after-4.05%
miss avg -2.0%
EPS
$4.76-0.5%
vs est $4.78
Revenue
$3.4B+12%
vs LY $3.1B
Williams Companies Inc. (The)
WMB · After close
day-after+1.80%
beat avg +1.6%
EPS
$0.54+0.4%
vs est $0.54
Revenue
$3.2B-8%
vs LY $3.5B
CompanyTimingEPS vs estRevenue YoYEarnings-day
Fox Corporation Class A FOXAPre-open+25.6%+22%-0.76%
Loews Corporation LPre-open—+2%Pending
Grab GRABPre-open-50.0%—+5.54%
CNA Financial Corporation CNAPre-open-33.6%+0%-1.56%
Axsome Therapeutics Inc. AXSMPre-open+60.9%+52%-5.83%
Krystal Biotech Inc. KRYSPre-open+6.9%+30%-10.95%
Cipher Digital Inc. CIFRPre-open+48.7%-63%-5.90%
Choice Hotels International Inc. CHHPre-open+1.8%+2%+6.70%
Realty Income Corporation OAfter close-1.4%+10%-0.14%
Diamondback Energy Inc. FANGAfter close+4.6%+38%-3.70%
ON Semiconductor Corporation ONAfter close—+11%+3.55%
Roku Inc. Class A ROKUAfter close+108.9%†+24%+3.11%
SBA Communications Corporation Class A SBACAfter close+4.4%—-0.09%
Lattice Semiconductor Corporation LSCCAfter close—+118%+10.98%
Viper Energy Inc. Class A VNOMAfter close+15.9%—-3.39%
Corebridge Financial Inc. CRBGAfter close-1.4%+14%+2.00%
Neurocrine Biosciences Inc. NBIXAfter close+19.8%+41%+13.42%
BWX Technologies Inc. BWXTAfter close+5.7%+10%+1.03%
Equitable Holdings Inc. EQHAfter close+14.6%+168%+1.81%
Clorox Company (The) CLXAfter close+45.2%+33%+4.34%
Healthpeak Properties Inc. DOCAfter close+33.3%+16%+0.41%
BioMarin Pharmaceutical Inc. BMRNAfter close+309.1%†+32%-3.10%
American Financial Group Inc. AFGAfter close+4.0%—-1.40%
UDR Inc. UDRAfter close+318.8%†-1%+0.06%
Advanced Energy Industries Inc. AEISAfter close+19.2%+50%+9.63%
Match Group Inc. MTCHAfter close-9.9%-3%-8.49%
Allison Transmission Holdings Inc. ALSNAfter close+17.0%+121%+5.16%
Aptiv PLC Ordinary Shares APTVAfter close+7.4%-39%-6.53%
Voya Financial Inc. VOYAAfter close+0.6%-5%+3.71%
Vornado Realty Trust VNOAfter close-4.1%—-3.15%
MSA Safety Incorporated MSAAfter close+0.2%+15%-6.64%
Hinge Health Inc. Class A HNGEAfter close+19.0%+52%+1.18%
Waystar Holding Corp. WAYAfter close+8.0%+21%-1.72%
Sabra Health Care REIT Inc. SBRAAfter close+11.8%+31%+3.19%
Archrock Inc. AROCAfter close+3.4%-3%+3.66%
ONE Gas Inc. OGSAfter close+11.0%—+1.36%
Celanese Corporation CEAfter close+5.6%+6%+5.05%
Travere Therapeutics Inc. TVTXAfter close-174.3%†+36%+0.30%
California Resources Corporation CRCAfter close+21.1%+40%-2.21%
Cinemark Holdings Inc Cinemark Holdings Inc. CNKAfter close+9.6%+24%-0.62%
Cabot Corporation CBTAfter close+4.6%+12%-4.91%
Paymentus Holdings Inc. Class A PAYAfter close+19.5%+20%-11.50%
Independence Realty Trust Inc. IRTAfter close-60.0%+3%-0.87%
Otter Tail Corporation OTTRAfter close-8.7%-2%-8.85%

By sector

Sectors with 3+ reports this week

SectorReportsBeatRoseAvg move
Consumer Discretionary4533/4414/29-0.1%
IT4434/3715/29+1.0%
Healthcare4435/4217/32+1.4%
Industrials3827/3319/32+2.0%
Financials3729/3614/22+2.4%
Utilities1611/168/11+0.9%
Energy1513/150/9-6.1%
Real Estate139/134/9+0.3%
Materials96/91/6-2.3%
Consumer Staples86/71/6-3.9%
Communication66/62/4-2.8%

Guidance raised or cut

Only when the company's release says so

Raised · 4
Pfizer Inc.IDEXX Laboratories Inc.Archer-Daniels-Midland CompanyTempus AI Inc. Class A

Coming up: notable reports

Next 7 days

Airbnb Inc. Class ANov 5(Thu) after closeCloudflare Inc. Class ANov 5(Thu) after closeIonQ Inc.Nov 5(Thu) after closeIRENNov 5(Thu) after closeModerna Inc.Nov 6(Fri) pre-openOkloNov 6(Fri) pre-openConstellation Energy Corporation Common StockNov 9(Mon) pre-openRocket Lab CorporationNov 9(Mon) after closeAST SpaceMobile Inc. Class ANov 9(Mon) after closeCoreWeave Inc. Class ANov 10(Tue) after closeRigetti Computing Inc.Nov 10(Tue) after closeCisco Systems Inc. Common Stock (DE)Nov 11(Wed) after closeFull calendar ›

Notable stocks, last 30 days51

Uber Technologies Inc.vs est-72%rev yoy+10%day 1-0.2%Datadog Inc. Class Avs est+26%rev yoy+35%day 1+2.0%Circle Internet Group Inc. Class Avs est+117%rev yoy+17%day 1+4.4%Advanced Micro Devices Inc.vs est+7%rev yoy+45%day 1+1.0%Arista Networks Inc.vs est+11%rev yoy+59%day 1+5.0%Shopifyvs est+7%rev yoy+32%day 1-8.7%Astera Labs Inc.vs est+11%rev yoy+154%day 1-4.4%Apple Inc.vs est+6%rev yoy+12%day 1-1.9%Palantir Technologies Inc. Class Avs est+8%rev yoy+96%day 1-1.6%Lumentum Holdings Inc.vs est+8%rev yoy+137%day 1-18.6%Tempus AI Inc. Class Avs est+188%rev yoy+23%day 1+8.7%ExxonMobil Holdings Corporationvs est+5%rev yoy—day 1+2.2%Amazon.com Inc.vs est-3%rev yoy+12%day 1-1.4%Eli Lilly and Companyvs est+18%rev yoy+39%day 1+6.6%Mastercard Incorporatedvs est+3%rev yoy+14%day 1+4.2%Intel Corporationvs est+30%rev yoy+21%day 1-28.6%Merck & Company Inc. Common Stock (new)vs est+20%rev yoy+5%day 1+3.8%Sandisk Corporationvs est—rev yoy+378%day 1-13.5%Starbucks Corporationvs est+13%rev yoy-5%day 1-1.7%First Solar Inc.vs est+14%rev yoy-23%day 1-1.4%Alphabet Inc. Class Avs est-30%rev yoy+25%day 1-12.6%Microsoft Corporationvs est+4%rev yoy+19%day 1-0.2%GE Vernova Inc.vs est+20%rev yoy+27%day 1-1.9%ServiceNow Inc.vs est-2%rev yoy+21%day 1-26.9%Vertiv Holdings LLC Class Avs est+21%rev yoy+61%day 1+16.5%Chipotle Mexican Grill Inc.vs est-7%rev yoy+10%day 1+8.9%
SK hynixvs est—rev yoy—day 1+13.3%Visa Inc.vs est+1%rev yoy+13%day 1-0.3%Coca-Cola Company (The)vs est+3%rev yoy+7%day 1-1.6%Seagate Technology Holdings PLC Ordinary Shares (Ireland)vs est+4%rev yoy+61%day 1+4.5%Corning Incorporatedvs est+3%rev yoy+18%day 1-1.1%PayPal Holdings Inc.vs est+11%rev yoy+2%day 1+2.0%Cadence Design Systems Inc.vs est+3%rev yoy+22%day 1+6.5%Western Digital Corporationvs est+14%rev yoy+56%day 1-3.0%Bloom Energy Corporation Class Avs est+39%rev yoy+141%day 1-11.2%Meta Platforms Inc. Class Avs est+35%rev yoy+26%day 1-7.0%Tesla Inc.vs est+6%rev yoy-0%day 1-3.1%Lam Research Corporationvs est+1%rev yoy+54%day 1-11.8%Texas Instruments Incorporatedvs est+8%rev yoy+28%day 1-1.8%International Business Machines Corporationvs est+3%rev yoy+5%day 1+0.3%SpaceXvs est+119%rev yoy—day 1+7.8%GE Aerospacevs est+11%rev yoy+16%day 1-3.7%Netflix Inc.vs est+6%rev yoy+12%day 1-5.3%Taiwan Semiconductorvs est+2%rev yoy—day 1-1.8%ASML Holdingvs est+10%rev yoy—day 1-3.9%Bank of America Corporationvs est-18%rev yoy+7%day 1-4.8%Morgan Stanleyvs est+4%rev yoy+12%day 1-2.8%BlackRock Inc.vs est+11%rev yoy+19%day 1+0.7%JP Morgan Chase & Co.vs est-3%rev yoy+8%day 1-0.9%Goldman Sachs Group Inc. (The)vs est+30%rev yoy+23%day 1-0.2%PepsiCo Inc.vs est+2%rev yoy+6%day 1+3.7%

Sources: reported EPS and revenue from SEC filings (EDGAR) and Yahoo Finance and StockAnalysis aggregates; consensus estimates from Yahoo Finance; earnings-day moves are close-to-close changes computed by AFTERNS; call summaries are machine-generated from earnings-call transcripts and translated. Earnings-day moves fill in after the reaction day closes.