AfternsAfterns
Earnings brief

US stock earnings,
the key summary

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

This week
9/wk31
9/wk216
9/wk130
8/wk440
8/wk321
8/wk269
8/wk1452
7/wk5390
7/wk4170
7/wk337
7/wk24
7/wk16
6/wk412
Summary

37 companies reported in 7/13–7/17, and 30 beat consensus.

Fri 7/17 · 4

The Travelers Companies Inc.
TRV · Pre-market
day-after-0.1%
beat avg +0.6%
EPS
$10.04+86.1%
vs est $5.39
Revenue
$12.2B+0%
vs LY $12.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Truist Financial Corporation
TFC · Pre-market
day-after-2.9%
beat avg +0.2%
EPS
$1.23+13.8%
vs est $1.08
Call summary pending
Summarizing the earnings call. Arrives soon.
Fifth Third Bancorp
FITB · Pre-market
day-after-1.1%
miss avg +0.0%
EPS
$0.83-1.2%
vs est $0.84
Call summary pending
Summarizing the earnings call. Arrives soon.
Regions Financial Corporation
RF · Pre-market
day-after-1.7%
beat avg +0.5%
EPS
$0.68+7.9%
vs est $0.63
Call summary pending
Summarizing the earnings call. Arrives soon.

Thu 7/16 · 13

Taiwan Semiconductor
TSM · Pre-market
day-after-2.3%
beat avg +2.1%
EPS
$4.31+10.9%
vs est $3.89
Upward revision of annual revenue growth and aggressive capex driven by AI demand
Positives
  • ▲Strong AI-driven revenue growth
  • ▲Aggressive capex and technology leadership
  • ▲Enhanced shareholder returns
Concerns
  • ▼Margin dilution from new process ramp-up
  • ▼Deterioration in inventory and efficiency metrics
  • ▼Weakness in consumer and commodity markets
“Supported by our robust technology differentiation and broad customer base, we now expect our full year 2026 revenue growth to be slightly above 40% year-over-year in U.S. dollar terms.”
· C.C. Wei (CEO)
UnitedHealth Group Incorporated Common Stock (DE)
UNH · Pre-market
day-after+0.6%
beat avg +1.2%
EPS
$6.38+29.8%
vs est $4.92
Revenue
$112.0B+0%
vs LY $111.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
GE Aerospace
GE · Pre-market
day-after+0.9%
beat avg -1.0%
EPS
$2.02+8.6%
vs est $1.86
Revenue
$13.3B+21%
vs LY $11.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
U.S. Bancorp
USB · Pre-market
day-after-1.4%
beat avg -0.1%
EPS
$1.35+5.1%
vs est $1.28
Revenue
$7.7B+10%
vs LY $7.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
Citizens Financial Group Inc.
CFG · Pre-market
day-after-2.7%
beat avg -0.9%
EPS
$1.30+4.4%
vs est $1.25
Revenue
$451M+18%
vs LY $383M
Call summary pending
Summarizing the earnings call. Arrives soon.
CB
Commerce Bancshares Inc.
CBSH · Pre-market
day-after-0.4%
beat avg -0.4%
EPS
$1.10+5.3%
vs est $1.05
Revenue
$0M
Call summary pending
Summarizing the earnings call. Arrives soon.
Netflix Inc.
NFLX · After close
day-after-7.3%
beat avg +1.5%
EPS
$0.80+1.4%
vs est $0.79
Revenue
$12.6B+13%
vs LY $11.1B
Sustained revenue growth and profitability through efficient content investment
Positives
  • ▲Stable Revenue Growth and Guidance
  • ▲Improved Content Investment Efficiency
  • ▲Growth Potential in Ad-Supported Model
Concerns
  • ▼Slowing Growth Trends
  • ▼Divergence Between Viewing Hours and Revenue
“We're guiding, as you say, to 12% revenue growth in Q3 reported, 11% FX neutral. We expect to deliver another strong year with, as you see in the guide, 13%-14% top-line growth for the full year.”
· Spence Neumann (CFO)
Intuitive Surgical Inc.
ISRG · After close
day-after-14.2%
beat avg +1.5%
EPS
$2.80+11.9%
vs est $2.50
Revenue
$2.9B+19%
vs LY $2.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
AA
Alcoa Corporation Common Stock
AA · After close
day-after-6.1%
miss avg -5.4%
EPS
$2.12-3.2%
vs est $2.19
Revenue
$4.0B+31%
vs LY $3.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
FN
F.N.B. Corporation
FNB · After close
day-after-1.7%
beat avg +1.1%
EPS
$0.42+0.3%
vs est $0.42
Call summary pending
Summarizing the earnings call. Arrives soon.
FF
First Financial Bankshares Inc.
FFIN · After close
day-after-3.2%
miss avg -0.1%
EPS
$0.50-0.8%
vs est $0.50
Call summary pending
Summarizing the earnings call. Arrives soon.
IN
Independent Bank Corp.
INDB · After close
day-after-3.0%
miss avg -2.2%
EPS
$1.70-4.8%
vs est $1.78
Call summary pending
Summarizing the earnings call. Arrives soon.
CN
Cohen & Steers Inc
CNS · After close
day-after+4.4%
miss avg +0.0%
EPS
$0.85-0.6%
vs est $0.86
Revenue
$153M+12%
vs LY $136M
Call summary pending
Summarizing the earnings call. Arrives soon.

Wed 7/15 · 12

Morgan Stanley
MS · Pre-market
day-after-4.5%
beat avg -0.7%
EPS
$3.46+17.9%
vs est $2.93
Call summary pending
Summarizing the earnings call. Arrives soon.
BlackRock Inc.
BLK · Pre-market
day-after-0.6%
beat avg +0.6%
EPS
$13.91+9.6%
vs est $12.69
Revenue
$7.1B+31%
vs LY $5.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
The Bank of New York Mellon Corporation
BNY · Pre-market
day-after-0.9%
beat avg +0.5%
EPS
$2.46+10.7%
vs est $2.22
Call summary pending
Summarizing the earnings call. Arrives soon.
PNC Financial Services Group Inc. (The)
PNC · Pre-market
day-after+0.4%
beat avg -0.3%
EPS
$4.81+8.0%
vs est $4.45
Revenue
$6.9B+21%
vs LY $5.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Elevance Health Inc.
ELV · Pre-market
day-after-4.5%
beat avg +0.2%
EPS
$7.45+20.0%
vs est $6.21
Revenue
$50.5B+1%
vs LY $49.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
Cintas Corporation
CTAS · Pre-market
day-after+7.2%
beat avg +0.6%
EPS
$1.26+2.4%
vs est $1.23
Revenue
$2.9B+9%
vs LY $2.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
M&T Bank Corporation
MTB · Pre-market
day-after+2.2%
beat avg +0.2%
EPS
$5.32+14.1%
vs est $4.66
Revenue
$442M+6%
vs LY $417M
Call summary pending
Summarizing the earnings call. Arrives soon.
FH
First Horizon Corporation
FHN · Pre-market
day-after+1.8%
beat avg +0.1%
EPS
$0.54+3.8%
vs est $0.52
Revenue
$887M+7%
vs LY $830M
Call summary pending
Summarizing the earnings call. Arrives soon.
CA
ConAgra Brands Inc.
CAG · Pre-market
day-after+2.7%
beat avg +0.5%
EPS
$0.47+2.8%
vs est $0.46
Revenue
$2.9B+4%
vs LY $2.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
United Airlines Holdings Inc.
UAL · After close
day-after-1.8%
beat avg +1.2%
EPS
$1.99+7.6%
vs est $1.85
Revenue
$17.7B+16%
vs LY $15.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
J.B. Hunt Transport Services Inc.
JBHT · After close
day-after+8.0%
beat avg +4.4%
EPS
$1.91+9.6%
vs est $1.74
Revenue
$3.5B+19%
vs LY $2.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
HO
Home BancShares Inc.
HOMB · After close
day-after+4.8%
beat avg +1.6%
EPS
$0.64+5.1%
vs est $0.61
Call summary pending
Summarizing the earnings call. Arrives soon.

Tue 7/14 · 4

JP Morgan Chase & Co.
JPM · Pre-market
day-after+1.2%
beat avg +0.3%
EPS
$6.14+5.9%
vs est $5.80
Surge in net income driven by one-time gains and solid loan growth
Positives
  • ▲Strong Net Income and Capital Efficiency
  • ▲Revenue Growth Across Segments
  • ▲Expansion in Loans and Deposits
Concerns
  • ▼Reliance on One-time Gains
  • ▼Decline in Capital Ratios
  • ▼Rising Expenses and Margin Pressure
“2Q26 net income of $21.2B and EPS of $7.70. Excluding significant items, 2Q26 net income of $16.9B, EPS of $6.14 and ROTCE of 23%.”
· JPMorgan Chase & Co.
Bank of America Corporation
BAC · Pre-market
day-after+1.6%
beat avg -0.3%
EPS
$1.21+7.7%
vs est $1.12
Revenue
$31.6B+19%
vs LY $26.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
Goldman Sachs Group Inc. (The)
GS · Pre-market
day-after+1.1%
beat avg +0.4%
EPS
$20.98+44.3%
vs est $14.54
Call summary pending
Summarizing the earnings call. Arrives soon.
Fastenal Company
FAST · Pre-market
day-after-0.8%
beat avg +0.8%
EPS
$0.33+1.3%
vs est $0.33
Revenue
$2.4B+15%
vs LY $2.1B
Call summary pending
Summarizing the earnings call. Arrives soon.

Mon 7/13 · 2

ASML Holding
ASML · Pre-market
day-after-4.0%
beat avg -3.9%
EPS
$7.58+9.1%
vs est $6.95
Upward revision of annual guidance driven by strong customer demand and increased EUV shipments
Positives
  • ▲Raised Annual Guidance and Strong Demand
  • ▲Growth in EUV and Installed Base Management
  • ▲Robust Growth in Memory Segment
Concerns
  • ▼Increased Operating Expenses and Margin Pressure
  • ▼Temporary Slowdown in Cash Flow
“We now expect total net sales between EUR 43 billion and EUR 45 billion, with a gross margin between 54% and 56%.”
· Roger Dassen (CFO)
BM
BitMine Immersion Technologies Inc.
BMNR · After close
day-after+11.5%
miss avg +3.9%
EPS
-$0.13-171.3%
vs est $0.18
Revenue
$47M
Call summary pending
Summarizing the earnings call. Arrives soon.

Figures from press releases (SEC 8-K); call highlights summarized from earnings-call transcripts. Next-day reactions fill in after the following close.