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

169 companies reported in 7/20–7/24, and 134 beat consensus.

Fri 7/24 · 11

American Express Company
AXP · Pre-market
day-after-4.3%
beat avg -1.1%
EPS
$4.53+2.9%
vs est $4.40
Revenue
$11.2B+9%
vs LY $10.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
Verizon Communications Inc.
VZ · Pre-market
day-after+5.8%
beat avg +2.7%
EPS
$1.30+2.7%
vs est $1.27
Revenue
$34.3B-1%
vs LY $34.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
NextEra Energy Inc.
NEE · Pre-market
day-after-0.0%
beat avg +2.0%
EPS
$1.15+3.8%
vs est $1.11
Call summary pending
Summarizing the earnings call. Arrives soon.
HCA Healthcare Inc.
HCA · Pre-market
day-after+1.5%
beat avg -0.1%
EPS
$7.59+1.2%
vs est $7.50
Call summary pending
Summarizing the earnings call. Arrives soon.
SLB Limited Common Shares
SLB · Pre-market
day-after+11.0%
beat avg +0.8%
EPS
$0.55+6.3%
vs est $0.52
Revenue
$9.0B+5%
vs LY $8.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
Charter Communications Inc. Class A Common Stock New
CHTR · Pre-market
day-after-2.5%
beat avg +5.4%
EPS
$10.66+5.9%
vs est $10.06
Revenue
$13.5B-2%
vs LY $13.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
BA
Booz Allen Hamilton Holding Corporation
BAH · Pre-market
day-after+10.1%
beat avg +5.6%
EPS
$1.81+21.9%
vs est $1.48
Revenue
$2.8B-4%
vs LY $2.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
LW
Lamb Weston Holdings Inc. Common Stock
LW · Pre-market
day-after+0.8%
beat avg +0.8%
EPS
$0.87+39.1%
vs est $0.63
Revenue
$1.8B+6%
vs LY $1.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
SX
Sensient Technologies Corporation
SXT · Pre-market
day-after+8.3%
beat avg +6.8%
EPS
$1.20+16.4%
vs est $1.03
Revenue
$462M+12%
vs LY $414M
Call summary pending
Summarizing the earnings call. Arrives soon.
FL
Flagstar Bank N.A.
FLG · Pre-market
day-after-5.8%
miss avg -5.3%
EPS
$0.05-26.2%
vs est $0.07
Call summary pending
Summarizing the earnings call. Arrives soon.
GN
Gentex Corporation
GNTX · Pre-market
day-after-3.8%
beat avg +1.7%
EPS
$0.58+15.8%
vs est $0.50
Revenue
$651M-1%
vs LY $658M
Call summary pending
Summarizing the earnings call. Arrives soon.

Thu 7/23 · 68

RTX Corporation
RTX · Pre-market
day-after+7.3%
beat avg +2.2%
EPS
$1.89+13.7%
vs est $1.66
Revenue
$24.7B+14%
vs LY $21.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
Thermo Fisher Scientific Inc
TMO · Pre-market
day-after+8.7%
beat avg +0.5%
EPS
$6.03+5.6%
vs est $5.71
Revenue
$12.0B+10%
vs LY $10.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
Union Pacific Corporation
UNP · Pre-market
day-after+4.0%
beat avg +1.9%
EPS
$3.41+5.2%
vs est $3.24
Revenue
$6.9B+12%
vs LY $6.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Newmont Corporation
NEM · Pre-market
day-after-1.1%
beat avg +0.6%
EPS
$2.10+5.7%
vs est $1.99
Revenue
$6.1B+15%
vs LY $5.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
Lockheed Martin Corporation
LMT · Pre-market
day-after+10.5%
beat avg +0.4%
EPS
$7.94+10.3%
vs est $7.20
Revenue
$20.1B+11%
vs LY $18.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Freeport-McMoRan Inc.
FCX · Pre-market
day-after-2.3%
beat avg -1.1%
EPS
$0.74+18.5%
vs est $0.62
Revenue
$6.9B-8%
vs LY $7.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
Blackstone Inc.
BX · Pre-market
day-after+1.4%
beat avg -0.1%
EPS
$1.52+13.7%
vs est $1.34
Revenue
$5.0B+36%
vs LY $3.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Comcast Corporation Class A
CMCSA · Pre-market
day-after-6.8%
beat avg -1.9%
EPS
$1.04+7.6%
vs est $0.97
Revenue
$29.9B-1%
vs LY $30.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
Norfolk Southern Corporation
NSC · Pre-market
day-after+5.3%
beat avg +1.1%
EPS
$3.52+5.9%
vs est $3.32
Revenue
$3.5B+11%
vs LY $3.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Honeywell International Inc.
HON · Pre-market
day-after+5.7%
beat avg -0.5%
EPS
$1.95+7.2%
vs est $1.82
Revenue
$9.7B-6%
vs LY $10.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
Nokia
NOK
day-after-6.5%
beat avg -0.2%
EPS
$0.08+17.1%
vs est $0.07
Call summary pending
Summarizing the earnings call. Arrives soon.
Nasdaq Inc.
NDAQ · Pre-market
day-after-0.5%
beat avg +1.9%
EPS
$1.07+8.8%
vs est $0.98
Revenue
$2.5B+21%
vs LY $2.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
State Street Corporation
STT · Pre-market
day-after+0.7%
EPS
$3.65
Revenue
$4.0B+17%
vs LY $3.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
IN
Infosys
INFY · Pre-market
day-after-2.4%
miss avg -1.1%
EPS
$0.20-1.6%
vs est $0.20
Call summary pending
Summarizing the earnings call. Arrives soon.
Roper Technologies Inc.
ROP · Pre-market
day-after+5.5%
beat avg -1.7%
EPS
$5.38+1.8%
vs est $5.29
Revenue
$2.1B+9%
vs LY $1.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
Pacific Gas & Electric Co.
PCG · Pre-market
day-after-3.1%
beat avg -0.9%
EPS
$0.40+11.6%
vs est $0.36
Revenue
$5.9B+0%
vs LY $5.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
Huntington Bancshares Incorporated
HBAN · Pre-market
day-after-4.8%
beat avg +0.1%
EPS
$0.39+0.9%
vs est $0.39
Call summary pending
Summarizing the earnings call. Arrives soon.
Dover Corporation
DOV · Pre-market
day-after-7.8%
beat avg +1.5%
EPS
$2.74+0.8%
vs est $2.72
Revenue
$2.2B+7%
vs LY $2.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
Quest Diagnostics Incorporated
DGX · Pre-market
day-after+8.6%
beat avg +3.8%
EPS
$3.12+10.5%
vs est $2.82
Revenue
$3.0B+10%
vs LY $2.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
West Pharmaceutical Services Inc.
WST · Pre-market
day-after-0.8%
beat avg -0.8%
EPS
$2.37+13.9%
vs est $2.08
Revenue
$872M+14%
vs LY $767M
Call summary pending
Summarizing the earnings call. Arrives soon.
FC
First Citizens BancShares Inc. Class A
FCNCA · Pre-market
day-after+6.5%
beat avg +2.4%
EPS
$57.09+42.2%
vs est $40.16
Revenue
$2.4B+2%
vs LY $2.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
Dow Inc. Common Stock
DOW · Pre-market
day-after-1.1%
beat avg +2.0%
EPS
$1.44+12.6%
vs est $1.28
Call summary pending
Summarizing the earnings call. Arrives soon.
Snap-On Incorporated
SNA · Pre-market
day-after-2.6%
beat avg -0.7%
EPS
$4.96+0.3%
vs est $4.95
Revenue
$1.2B+5%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Tractor Supply Company
TSCO · Pre-market
day-after+3.3%
miss avg -4.9%
EPS
$0.69-15.9%
vs est $0.82
Revenue
$4.5B+2%
vs LY $4.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
NVR Inc.
NVR · Pre-market
day-after-3.1%
miss avg -2.0%
EPS
$83.96-6.7%
vs est $89.98
Revenue
$2.3B-10%
vs LY $2.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
Allegion plc Ordinary Shares
ALLE · Pre-market
day-after+10.4%
beat avg +1.5%
EPS
$2.40+8.3%
vs est $2.22
Revenue
$1.2B+13%
vs LY $1.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
BP
Popular Inc.
BPOP · Pre-market
day-after-1.7%
beat avg +1.7%
EPS
$4.35+18.1%
vs est $3.68
Call summary pending
Summarizing the earnings call. Arrives soon.
FC
FirstCash Holdings Inc.
FCFS · Pre-market
day-after-5.4%
beat avg +0.3%
EPS
$2.50+4.8%
vs est $2.39
Revenue
$471M+22%
vs LY $385M
Call summary pending
Summarizing the earnings call. Arrives soon.
SM
Summit Therapeutics Inc. Common Stock
SMMT · Pre-market
day-after+1.6%
beat avg +2.3%
EPS
-$0.21+2.0%
vs est -$0.21
Call summary pending
Summarizing the earnings call. Arrives soon.
R
Ryder System Inc.
R · Pre-market
day-after-3.1%
beat avg -0.4%
EPS
$3.73+1.0%
vs est $3.69
Revenue
$3.3B+5%
vs LY $3.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
AA
American Airlines Group Inc.
AAL · Pre-market
day-after-8.3%
beat avg -0.1%
EPS
$0.15+227.6%
vs est $0.05
Revenue
$16.7B+16%
vs LY $14.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
VL
Valley National Bancorp
VLY · Pre-market
day-after-0.5%
miss avg +0.0%
EPS
$0.30-2.7%
vs est $0.31
Call summary pending
Summarizing the earnings call. Arrives soon.
PO
Pool Corporation
POOL · Pre-market
day-after-6.5%
beat avg +0.8%
EPS
$5.38+0.8%
vs est $5.34
Call summary pending
Summarizing the earnings call. Arrives soon.
UB
United Bankshares Inc.
UBSI · Pre-market
day-after+1.0%
beat avg +0.9%
EPS
$0.95+7.1%
vs est $0.89
Call summary pending
Summarizing the earnings call. Arrives soon.
CL
Cleveland-Cliffs Inc.
CLF · Pre-market
day-after+16.0%
beat avg +4.1%
EPS
-$0.20+7.3%
vs est -$0.22
Revenue
$5.2B+6%
vs LY $4.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
AC
Albertsons Companies Inc. Class A
ACI · Pre-market
day-after-21.6%
miss avg -21.6%
EPS
$0.42-22.0%
vs est $0.54
Call summary pending
Summarizing the earnings call. Arrives soon.
CO
The Vita Coco Company Inc.
COCO · Pre-market
day-after-6.8%
beat avg +4.3%
EPS
$0.88+58.5%
vs est $0.55
Revenue
$216M+28%
vs LY $169M
Call summary pending
Summarizing the earnings call. Arrives soon.
Intel Corporation
INTC · After close
day-after-7.9%
beat avg -2.5%
EPS
$0.42+94.6%
vs est $0.22
Revenue
$16.1B+25%
vs LY $12.9B
25% revenue growth driven by AI demand and aggressive expansion of capital investment
Positives
  • ▲Explosive growth in Data Center and AI
  • ▲Improved profitability and beat on guidance
  • ▲Successful foundry process execution
Concerns
  • ▼PC market slowdown and inventory charges
  • ▼Persistent supply constraints and cash flow pressure
“Collectively, our AI-driven businesses grew greater than 70% year-over-year, including record data center growth, and contributed approximately 70% of revenue.”
· Dave Zinsner, CFO
T-Mobile US Inc.
TMUS · After close
day-after+5.7%
beat avg +1.5%
EPS
$2.99+14.9%
vs est $2.60
Revenue
$22.8B+8%
vs LY $21.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Digital Realty Trust Inc.
DLR · After close
day-after+11.0%
miss avg +2.5%
EPS
$0.62-15.0%
vs est $0.73
Call summary pending
Summarizing the earnings call. Arrives soon.
Comfort Systems USA Inc.
FIX · After close
day-after-5.3%
beat avg +5.0%
EPS
$12.53+19.9%
vs est $10.46
Revenue
$3.3B+50%
vs LY $2.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Edwards Lifesciences Corporation
EW · After close
day-after-1.4%
beat avg -1.4%
EPS
$0.78+5.1%
vs est $0.74
Revenue
$1.7B+14%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
Ameriprise Financial Inc.
AMP · After close
day-after+1.7%
beat avg +0.4%
EPS
$11.07+2.4%
vs est $10.81
Revenue
$5.0B+12%
vs LY $4.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
The Hartford Insurance Group Inc.
HIG · After close
day-after-1.2%
beat avg +0.9%
EPS
$3.42+8.9%
vs est $3.14
Revenue
$111M-70%
vs LY $366M
Call summary pending
Summarizing the earnings call. Arrives soon.
VeriSign Inc.
VRSN · After close
day-after+7.0%
beat avg +0.9%
EPS
$2.38+1.1%
vs est $2.35
Revenue
$435M+6%
vs LY $410M
Call summary pending
Summarizing the earnings call. Arrives soon.
TH
Tenet Healthcare Corporation
THC · After close
day-after+17.2%
beat avg +3.3%
EPS
$6.12+43.5%
vs est $4.26
Revenue
$5.6B+7%
vs LY $5.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
SS
SS&C Technologies Holdings Inc.
SSNC · After close
day-after+10.3%
beat avg +1.9%
EPS
$1.76+4.8%
vs est $1.68
Revenue
$1.7B+10%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
Deckers Outdoor Corporation
DECK · After close
day-after-0.2%
beat avg +3.6%
EPS
$0.94+7.6%
vs est $0.87
Revenue
$1.0B+6%
vs LY $965M
Call summary pending
Summarizing the earnings call. Arrives soon.
SS
SouthState Bank Corporation
SSB · After close
day-after+4.7%
beat avg +1.0%
EPS
$2.35+2.4%
vs est $2.29
Call summary pending
Summarizing the earnings call. Arrives soon.
KN
Kinsale Capital Group Inc.
KNSL · After close
day-after+5.1%
beat avg -3.6%
EPS
$5.54+8.3%
vs est $5.11
Revenue
$549M+17%
vs LY $470M
Call summary pending
Summarizing the earnings call. Arrives soon.
CO
Columbia Banking System Inc.
COLB · After close
day-after-3.4%
beat avg +0.9%
EPS
$0.76+4.7%
vs est $0.73
Call summary pending
Summarizing the earnings call. Arrives soon.
RE
Rexford Industrial Realty Inc.
REXR · After close
day-after+8.4%
beat avg -1.9%
EPS
$0.42+61.6%
vs est $0.26
Revenue
$0M-100%
Call summary pending
Summarizing the earnings call. Arrives soon.
AP
AppFolio Inc. Class A
APPF · After close
day-after+0.7%
beat avg +7.7%
EPS
$1.71+1.1%
vs est $1.69
Revenue
$281M+19%
vs LY $236M
Call summary pending
Summarizing the earnings call. Arrives soon.
EN
Enova International Inc.
ENVA · After close
day-after+8.9%
beat avg +0.0%
EPS
$4.31+8.8%
vs est $3.96
Revenue
$929M+22%
vs LY $764M
Call summary pending
Summarizing the earnings call. Arrives soon.
GB
Glacier Bancorp Inc.
GBCI · After close
day-after-0.8%
beat avg +1.4%
EPS
$0.76+0.0%
vs est $0.76
Call summary pending
Summarizing the earnings call. Arrives soon.
BY
Boyd Gaming Corporation
BYD · After close
day-after+0.6%
beat avg +1.5%
EPS
$1.93+2.1%
vs est $1.89
Revenue
$1.0B+0%
vs LY $1.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
AS
Associated Banc-Corp
ASB · After close
day-after+1.8%
miss avg +1.8%
EPS
$0.63-12.4%
vs est $0.72
Call summary pending
Summarizing the earnings call. Arrives soon.
AB
Ameris Bancorp
ABCB · After close
day-after-1.6%
miss avg -0.8%
EPS
$1.60-3.6%
vs est $1.66
Call summary pending
Summarizing the earnings call. Arrives soon.
MX
MaxLinear Inc.
MXL · After close
day-after-21.5%
beat avg +3.6%
EPS
$0.35+6.2%
vs est $0.33
Revenue
$169M+55%
vs LY $109M
Call summary pending
Summarizing the earnings call. Arrives soon.
RN
RingCentral Inc. Class A
RNG · After close
day-after+25.1%
beat avg +8.3%
EPS
$1.22+4.0%
vs est $1.17
Revenue
$657M+6%
vs LY $620M
Call summary pending
Summarizing the earnings call. Arrives soon.
SI
Selective Insurance Group Inc.
SIGI · After close
day-after-1.5%
beat avg -0.7%
EPS
$1.95+16.9%
vs est $1.67
Revenue
$1.4B+5%
vs LY $1.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
EB
Eastern Bankshares Inc.
EBC · After close
day-after+1.3%
beat avg -0.5%
EPS
$0.49+5.9%
vs est $0.46
Revenue
$39M+19%
vs LY $33M
Call summary pending
Summarizing the earnings call. Arrives soon.
PE
Phillips Edison & Company Inc.
PECO · After close
day-after+2.0%
miss avg -0.3%
EPS
$0.16-7.4%
vs est $0.17
Revenue
$4M+22%
vs LY $3M
Call summary pending
Summarizing the earnings call. Arrives soon.
SL
SLM Corporation
SLM · After close
day-after+0.5%
miss avg +1.0%
EPS
$0.29-34.2%
vs est $0.44
Call summary pending
Summarizing the earnings call. Arrives soon.
RH
Robert Half Inc.
RHI · After close
day-after-6.8%
beat avg +1.7%
EPS
$0.26+0.8%
vs est $0.26
Revenue
$1.3B-2%
vs LY $1.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
WS
WSFS Financial Corporation
WSFS · After close
day-after+1.1%
beat avg +0.3%
EPS
$1.66+10.7%
vs est $1.50
Call summary pending
Summarizing the earnings call. Arrives soon.
SK
SkyWest Inc.
SKYW · After close
day-after+7.7%
miss avg +1.4%
EPS
$2.54-0.3%
vs est $2.55
Revenue
$1.1B+7%
vs LY $1.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
BA
BancFirst Corporation
BANF · After close
day-after+1.4%
beat avg +2.4%
EPS
$1.96+9.1%
vs est $1.80
Call summary pending
Summarizing the earnings call. Arrives soon.

Wed 7/22 · 48

GE Vernova Inc.
GEV · Pre-market
day-after+4.7%
miss avg +4.2%
EPS
$2.47-22.4%
vs est $3.18
Revenue
$11.1B+22%
vs LY $9.1B
Accelerating growth through surging backlog and raised financial guidance
Positives
  • ▲Strong Backlog and Guidance Hike
  • ▲Margin Expansion in Power and Electrification
  • ▲Robust Cash Generation
Concerns
  • ▼Wind Segment Decline and Losses
  • ▼Weakness in Wind Orders
  • ▼Expected Slowdown in H2 Cash Flow
“We now expect to have at least 125 GW of gas equipment under contract by year-end 2026.”
· Scott Strazik, CEO
Philip Morris International Inc
PM · Pre-market
day-after-1.6%
beat avg +1.0%
EPS
$2.20+7.3%
vs est $2.05
Revenue
$11.2B+10%
vs LY $10.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
AT&T Inc.
T · Pre-market
day-after-0.3%
beat avg +0.3%
EPS
$0.65+10.5%
vs est $0.59
Revenue
$31.6B+2%
vs LY $30.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
CME Group Inc. Class A
CME · Pre-market
day-after+2.0%
beat avg +0.5%
EPS
$2.99+2.8%
vs est $2.91
Revenue
$1.7B+1%
vs LY $1.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Moody's Corporation
MCO · Pre-market
day-after-3.6%
beat avg -0.8%
EPS
$4.68+10.0%
vs est $4.25
Revenue
$2.2B+15%
vs LY $1.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
TE Connectivity plc Ordinary Shares
TEL · Pre-market
day-after-0.7%
beat avg +0.4%
EPS
$2.94+3.3%
vs est $2.84
Revenue
$5.2B+14%
vs LY $4.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
Westinghouse Air Brake Technologies Corporation
WAB · Pre-market
day-after+2.8%
beat avg +1.0%
EPS
$2.76+5.9%
vs est $2.61
Revenue
$3.2B+17%
vs LY $2.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Northern Trust Corporation
NTRS · Pre-market
day-after-0.4%
miss avg +0.3%
EPS
$4.23-8.3%
vs est $4.62
Revenue
$1.3B+10%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Teledyne Technologies Incorporated
TDY · Pre-market
day-after+0.1%
beat avg +0.3%
EPS
$6.28+8.4%
vs est $5.79
Revenue
$1.7B+10%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
Otis Worldwide Corporation Common Stock
OTIS · Pre-market
day-after+0.5%
beat avg +0.4%
EPS
$1.01+0.4%
vs est $1.01
Revenue
$3.9B+7%
vs LY $3.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
PulteGroup Inc.
PHM · Pre-market
day-after-1.6%
beat avg -1.5%
EPS
$2.48+5.3%
vs est $2.36
Revenue
$4.0B-10%
vs LY $4.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
RP
RPM International Inc.
RPM · Pre-market
day-after-2.5%
beat avg +0.1%
EPS
$1.89+3.3%
vs est $1.83
Revenue
$2.2B+7%
vs LY $2.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
SF
Stifel Financial Corporation
SF · Pre-market
day-after+0.3%
beat avg +0.2%
EPS
$1.42+4.3%
vs est $1.36
Revenue
$1.0B+21%
vs LY $839M
Call summary pending
Summarizing the earnings call. Arrives soon.
OR
Old Republic International Corporation
ORI · Pre-market
day-after-0.7%
miss avg -0.5%
EPS
$0.76-4.2%
vs est $0.79
Revenue
$2.5B+13%
vs LY $2.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
FA
First American Corporation (New)
FAF · Pre-market
day-after-1.6%
beat avg -0.3%
EPS
$2.08+13.1%
vs est $1.84
Revenue
$2.1B+15%
vs LY $1.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
Iridium Communications Inc
IRDM · Pre-market
day-after-0.8%
miss avg -0.4%
EPS
$0.19-34.8%
vs est $0.30
Revenue
$225M+4%
vs LY $217M
Call summary pending
Summarizing the earnings call. Arrives soon.
TC
Texas Capital Bancshares Inc.
TCBI · Pre-market
day-after-0.7%
beat avg -0.4%
EPS
$1.88+1.3%
vs est $1.86
Call summary pending
Summarizing the earnings call. Arrives soon.
BF
Bread Financial Holdings Inc.
BFH · Pre-market
day-after+0.2%
beat avg +2.2%
EPS
$3.55+28.3%
vs est $2.77
Call summary pending
Summarizing the earnings call. Arrives soon.
BM
Badger Meter Inc.
BMI · Pre-market
day-after-13.2%
beat avg +0.5%
EPS
$1.02+0.7%
vs est $1.01
Revenue
$222M-7%
vs LY $238M
Call summary pending
Summarizing the earnings call. Arrives soon.
Alphabet Inc. Class A
GOOGL · After close
day-after-7.1%
beat avg -0.7%
EPS
$9.11+214.2%
vs est $2.90
Revenue
$119.8B+24%
vs LY $96.4B
Exponential cloud revenue growth driven by surging AI infrastructure demand
Positives
  • ▲Explosive Google Cloud growth
  • ▲Improved profitability and margins
  • ▲Solid advertising revenue performance
Concerns
  • ▼Negative cash flow and heavy investment
  • ▼Decline in Network advertising
  • ▼Near-term margin pressure
“Cloud revenue grew 82%, powered by strong demand for AI infrastructure and AI solutions. Cloud backlog grew to $514 billion.”
· Sundar Pichai
Tesla Inc.
TSLA · After close
day-after-14.5%
miss avg -3.8%
EPS
$0.33-39.1%
vs est $0.54
Revenue
$28.2B+26%
vs LY $22.5B
Record vehicle deliveries and energy growth offset by sharp decline in profitability
Positives
  • ▲Record-breaking vehicle deliveries
  • ▲Rapid growth in energy storage
  • ▲Improved profitability in services
Concerns
  • ▼Significant decline in operating profit and margins
  • ▼Negative free cash flow
  • ▼Sharp margin contraction in energy business
“Automotive margins, excluding regulatory credits, declined sequentially from 19.2% to 16.3%.”
· Vaibhav Taneja
ServiceNow Inc.
NOW · After close
day-after-3.7%
beat avg -0.1%
EPS
$0.90+5.0%
vs est $0.86
Revenue
$4.0B+24%
vs LY $3.2B
Solid growth and improved profitability driven by AI platform
Positives
  • ▲Rapid growth in AI revenue
  • ▲Operating leverage and profitability
  • ▲Expansion of large customer base
Concerns
  • ▼Decelerating growth guidance
  • ▼Revenue shift due to one-time factors
“Subscription revenue growth was 23% in constant currency, one and a half points above the high end of our guidance. CRPO growth was 21.5% in constant currency, more than two points above our guidance.”
· Bill McDermott, CEO
SA
SAP SE
SAP · After close
day-after-1.6%
miss avg +3.0%
EPS
$1.81-9.8%
vs est $2.00
Call summary pending
Summarizing the earnings call. Arrives soon.
Texas Instruments Incorporated
TXN · After close
day-after-3.1%
beat avg +0.6%
EPS
$2.14+10.5%
vs est $1.94
Revenue
$5.5B+23%
vs LY $4.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
International Business Machines Corporation
IBM · After close
day-after+0.4%
miss avg +0.4%
EPS
$2.93-0.1%
vs est $2.93
Revenue
$17.2B+1%
vs LY $17.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
CSX Corporation
CSX · After close
day-after+5.8%
beat avg +2.1%
EPS
$0.54+4.2%
vs est $0.52
Revenue
$3.9B+10%
vs LY $3.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
Kinder Morgan Inc.
KMI · After close
day-after+0.9%
beat avg +1.1%
EPS
$0.37+18.3%
vs est $0.31
Revenue
$4.1B+14%
vs LY $3.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
Raymond James Financial Inc.
RJF · After close
day-after-1.1%
beat avg +1.3%
EPS
$3.14+7.8%
vs est $2.91
Revenue
$4.4B+14%
vs LY $3.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
Crown Castle Inc.
CCI · After close
day-after-3.8%
beat avg +0.4%
EPS
$0.69+36.1%
vs est $0.51
Revenue
$41M-21%
vs LY $52M
Call summary pending
Summarizing the earnings call. Arrives soon.
Las Vegas Sands Corp.
LVS · After close
day-after+1.7%
miss avg +2.8%
EPS
$0.59-22.0%
vs est $0.76
Revenue
$3.2B-1%
vs LY $3.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
EQR
EQR · After close
day-after-2.3%
EPS
$0.30
Call summary pending
Summarizing the earnings call. Arrives soon.
Packaging Corporation of America
PKG · After close
day-after+2.5%
beat avg +1.6%
EPS
$2.35+1.6%
vs est $2.31
Revenue
$2.5B+15%
vs LY $2.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Southwest Airlines Company
LUV · After close
day-after-6.2%
beat avg +0.7%
EPS
$0.94+80.2%
vs est $0.52
Revenue
$8.4B+16%
vs LY $7.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
ME
Medpace Holdings Inc.
MEDP · After close
day-after+14.7%
beat avg +2.9%
EPS
$4.25+6.2%
vs est $4.00
Revenue
$707M+17%
vs LY $603M
Call summary pending
Summarizing the earnings call. Arrives soon.
Rollins Inc.
ROL · After close
day-after-9.3%
miss avg -3.9%
EPS
$0.32-5.8%
vs est $0.34
Revenue
$1.1B+8%
vs LY $1000M
Call summary pending
Summarizing the earnings call. Arrives soon.
Globe Life Inc.
GL · After close
day-after-7.0%
miss avg +1.2%
EPS
$3.61-2.0%
vs est $3.68
Revenue
$1.6B+8%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
GG
Graco Inc.
GGG · After close
day-after+5.2%
beat avg +3.4%
EPS
$0.91+12.6%
vs est $0.81
Revenue
$591M+3%
vs LY $572M
Call summary pending
Summarizing the earnings call. Arrives soon.
MO
Molina Healthcare Inc
MOH · After close
day-after-9.7%
beat avg +3.6%
EPS
$1.51+7.8%
vs est $1.40
Revenue
$10.9B-5%
vs LY $11.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
RR
Range Resources Corporation
RRC · After close
day-after+0.3%
beat avg -0.5%
EPS
$0.79+21.1%
vs est $0.65
Revenue
$760M+9%
vs LY $700M
Call summary pending
Summarizing the earnings call. Arrives soon.
FR
First Industrial Realty Trust Inc.
FR · After close
day-after-2.0%
beat avg -0.3%
EPS
$0.58+36.2%
vs est $0.43
Revenue
$195M+8%
vs LY $180M
Call summary pending
Summarizing the earnings call. Arrives soon.
EP
Essential Properties Realty Trust Inc.
EPRT · After close
day-after-1.7%
miss avg -0.1%
EPS
$0.33-3.4%
vs est $0.34
Revenue
$162M+18%
vs LY $137M
Call summary pending
Summarizing the earnings call. Arrives soon.
RL
RLI Corp. Common Stock (DE)
RLI · After close
day-after+3.7%
beat avg +0.2%
EPS
$0.83+15.3%
vs est $0.72
Revenue
$576M+15%
vs LY $500M
Call summary pending
Summarizing the earnings call. Arrives soon.
SO
Sonoco Products Company
SON · After close
day-after+2.1%
beat avg -0.5%
EPS
$1.51+2.1%
vs est $1.48
Call summary pending
Summarizing the earnings call. Arrives soon.
WH
Wyndham Hotels & Resorts Inc. Common Stock
WH · After close
day-after-2.9%
beat avg +1.7%
EPS
$1.48+4.9%
vs est $1.41
Revenue
$375M-6%
vs LY $397M
Call summary pending
Summarizing the earnings call. Arrives soon.
OI
Oceaneering International Inc.
OII · After close
day-after+6.7%
beat avg +4.9%
EPS
$0.63+40.5%
vs est $0.45
Revenue
$768M+10%
vs LY $698M
Call summary pending
Summarizing the earnings call. Arrives soon.
FU
Fulton Financial Corporation
FULT · After close
day-after-0.7%
beat avg +0.3%
EPS
$0.60+12.6%
vs est $0.53
Revenue
$79M+15%
vs LY $69M
Call summary pending
Summarizing the earnings call. Arrives soon.
CA
Cathay General Bancorp
CATY · After close
day-after+1.9%
beat avg +0.1%
EPS
$1.37+1.5%
vs est $1.35
Revenue
$16M+29%
vs LY $12M
Call summary pending
Summarizing the earnings call. Arrives soon.
CA
Cal-Maine Foods Inc.
CALM · After close
day-after+0.3%
miss avg -0.1%
EPS
-$0.77-804.3%
vs est $0.11
Revenue
$553M-50%
vs LY $1.1B
Call summary pending
Summarizing the earnings call. Arrives soon.

Tue 7/21 · 32

Charles Schwab Corporation (The)
SCHW · Pre-market
day-after+0.8%
beat avg -0.4%
EPS
$1.62+4.5%
vs est $1.55
Revenue
$7.1B+21%
vs LY $5.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
Danaher Corporation
DHR · Pre-market
day-after+0.1%
beat avg -0.8%
EPS
$1.94+5.3%
vs est $1.84
Revenue
$6.3B+6%
vs LY $5.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
3M Company
MMM · Pre-market
day-after+0.0%
beat avg -0.6%
EPS
$2.40+6.8%
vs est $2.25
Revenue
$6.5B+2%
vs LY $6.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
Marsh
MRSH · Pre-market
day-after-3.1%
beat avg -1.0%
EPS
$2.96+2.3%
vs est $2.89
Revenue
$7.4B+6%
vs LY $7.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
Northrop Grumman Corporation
NOC · Pre-market
day-after+2.5%
beat avg +0.1%
EPS
$7.68+12.7%
vs est $6.82
Revenue
$10.9B+5%
vs LY $10.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
General Motors Company
GM · Pre-market
day-after+3.3%
beat avg +0.5%
EPS
$3.57+12.0%
vs est $3.19
Revenue
$43.8B+2%
vs LY $42.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
MSCI Inc.
MSCI · Pre-market
day-after+1.6%
miss avg +1.6%
EPS
$4.94-0.8%
vs est $4.98
Revenue
$867M+12%
vs LY $773M
Call summary pending
Summarizing the earnings call. Arrives soon.
D.R. Horton Inc.
DHI · Pre-market
day-after-0.7%
beat avg -0.1%
EPS
$3.20+7.1%
vs est $2.99
Revenue
$9.2B+0%
vs LY $9.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Halliburton Company
HAL · Pre-market
day-after-0.5%
beat avg +1.3%
EPS
$0.55+2.3%
vs est $0.54
Revenue
$5.7B+4%
vs LY $5.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
Synchrony Financial
SYF · Pre-market
day-after+0.8%
beat avg +0.5%
EPS
$2.59+21.9%
vs est $2.13
Call summary pending
Summarizing the earnings call. Arrives soon.
KeyCorp
KEY · Pre-market
day-after+0.7%
beat avg -0.6%
EPS
$0.44+4.4%
vs est $0.42
Revenue
$449M+6%
vs LY $425M
Call summary pending
Summarizing the earnings call. Arrives soon.
Equifax Inc.
EFX · Pre-market
day-after-1.5%
beat avg -0.3%
EPS
$2.25+2.3%
vs est $2.20
Revenue
$1.7B+11%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
Genuine Parts Company
GPC · Pre-market
day-after+1.1%
beat avg +0.0%
EPS
$2.15+3.5%
vs est $2.08
Revenue
$6.5B+6%
vs LY $6.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
ML
Mueller Industries Inc.
MLI · Pre-market
day-after+0.6%
beat avg +1.0%
EPS
$1.17+1.9%
vs est $1.15
Revenue
$1.4B+25%
vs LY $1.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Hasbro Inc.
HAS · Pre-market
day-after+0.3%
beat avg +0.3%
EPS
$1.28+12.8%
vs est $1.13
Revenue
$1.1B+16%
vs LY $981M
Call summary pending
Summarizing the earnings call. Arrives soon.
AL
Ally Financial Inc.
ALLY · Pre-market
day-after+0.5%
miss avg -0.7%
EPS
$1.21-1.0%
vs est $1.22
Revenue
$310M-1%
vs LY $312M
Call summary pending
Summarizing the earnings call. Arrives soon.
VM
Valmont Industries Inc.
VMI · Pre-market
day-after-3.5%
beat avg +1.5%
EPS
$6.14+5.9%
vs est $5.80
Revenue
$1.1B+6%
vs LY $1.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
UC
United Community Banks Inc.
UCB · Pre-market
day-after-1.0%
miss avg +0.2%
EPS
$0.71-12.3%
vs est $0.81
Revenue
$279M+7%
vs LY $260M
Call summary pending
Summarizing the earnings call. Arrives soon.
Capital One Financial Corporation
COF · After close
day-after-2.4%
beat avg +3.2%
EPS
$5.81+23.8%
vs est $4.69
Revenue
$2.8B+50%
vs LY $1.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
Interactive Brokers Group Inc. Class A
IBKR · After close
day-after-1.0%
beat avg +1.5%
EPS
$0.69+8.0%
vs est $0.64
Revenue
$760M+31%
vs LY $578M
Call summary pending
Summarizing the earnings call. Arrives soon.
EQT Corporation
EQT · After close
day-after+8.4%
miss avg +8.5%
EPS
$0.39-3.3%
vs est $0.40
Revenue
$1.8B-29%
vs LY $2.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
EW
East West Bancorp Inc.
EWBC · After close
day-after-1.4%
beat avg +1.6%
EPS
$2.63+0.3%
vs est $2.62
Call summary pending
Summarizing the earnings call. Arrives soon.
NL
Annaly Capital Management Inc.
NLY · After close
day-after-1.0%
beat avg -0.1%
EPS
$0.79+5.2%
vs est $0.75
Call summary pending
Summarizing the earnings call. Arrives soon.
SE
SEI Investments Company
SEIC · After close
day-after+1.1%
beat avg +2.3%
EPS
$1.66+15.5%
vs est $1.44
Revenue
$642M+15%
vs LY $560M
Call summary pending
Summarizing the earnings call. Arrives soon.
WA
Western Alliance Bancorporation Common Stock (DE)
WAL · After close
day-after+3.6%
miss avg -1.2%
EPS
$2.28-3.3%
vs est $2.35
Revenue
$46M+94%
vs LY $23M
Call summary pending
Summarizing the earnings call. Arrives soon.
HW
Hancock Whitney Corporation
HWC · After close
day-after-0.3%
miss avg +0.6%
EPS
$1.55-0.0%
vs est $1.55
Call summary pending
Summarizing the earnings call. Arrives soon.
PE
Pegasystems Inc.
PEGA · After close
day-after-16.0%
miss avg -10.3%
EPS
$0.35-19.4%
vs est $0.43
Revenue
$421M+9%
vs LY $385M
Call summary pending
Summarizing the earnings call. Arrives soon.
AI
AAR Corp.
AIR · After close
day-after-9.8%
beat avg -1.5%
EPS
$1.53+10.5%
vs est $1.38
Revenue
$928M+23%
vs LY $755M
Call summary pending
Summarizing the earnings call. Arrives soon.
AL
Alaska Air Group Inc.
ALK · After close
day-after-2.4%
beat avg -0.8%
EPS
-$0.92+7.2%
vs est -$0.99
Revenue
$4.1B+10%
vs LY $3.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
CV
CVB Financial Corporation
CVBF · After close
day-after-0.8%
beat avg +0.5%
EPS
$0.43+4.4%
vs est $0.41
Call summary pending
Summarizing the earnings call. Arrives soon.
WS
WesBanco Inc.
WSBC · After close
day-after+1.3%
beat avg -1.4%
EPS
$0.92+7.8%
vs est $0.85
Call summary pending
Summarizing the earnings call. Arrives soon.
NI
Nicolet Bankshares Inc.
NIC · After close
day-after-0.1%
beat avg +2.8%
EPS
$2.99+2.8%
vs est $2.91
Call summary pending
Summarizing the earnings call. Arrives soon.

Mon 7/20 · 10

NV
Novartis
NVS · Pre-market
day-after-2.7%
beat avg +0.3%
EPS
$2.41+12.2%
vs est $2.15
Call summary pending
Summarizing the earnings call. Arrives soon.
Domino's Pizza Inc
DPZ · Pre-market
day-after-0.8%
miss avg +2.3%
EPS
$4.07-2.4%
vs est $4.17
Revenue
$1.2B+4%
vs LY $1.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
AU
Atlantic Union Bankshares Corporation
AUB · Pre-market
day-after+1.9%
beat avg -1.0%
EPS
$0.94+2.4%
vs est $0.92
Call summary pending
Summarizing the earnings call. Arrives soon.
SC
Southern Copper Corporation
SCCO · After close
day-after+7.4%
beat avg +0.8%
EPS
$1.99+3.2%
vs est $1.92
Revenue
$4.3B+41%
vs LY $3.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Steel Dynamics Inc.
STLD · After close
day-after+1.3%
beat avg +1.5%
EPS
$3.69+0.6%
vs est $3.67
Revenue
$6.1B+33%
vs LY $4.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
W.R. Berkley Corporation
WRB · After close
day-after-0.8%
beat avg +2.2%
EPS
$1.27+17.3%
vs est $1.08
Revenue
$3.7B+1%
vs LY $3.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
AG
AGNC Investment Corp.
AGNC · After close
day-after-1.3%
beat avg +2.6%
EPS
$0.40+4.9%
vs est $0.38
Call summary pending
Summarizing the earnings call. Arrives soon.
WT
Wintrust Financial Corporation
WTFC · After close
day-after-2.9%
beat avg +1.2%
EPS
$3.28+4.0%
vs est $3.15
Call summary pending
Summarizing the earnings call. Arrives soon.
ZI
Zions Bancorporation N.A.
ZION · After close
day-after-4.0%
beat avg +1.1%
EPS
$3.05+58.8%
vs est $1.92
Revenue
$141M+8%
vs LY $130M
Call summary pending
Summarizing the earnings call. Arrives soon.
BO
BOK Financial Corporation
BOKF · After close
day-after-0.3%
beat avg -0.2%
EPS
$2.92+18.1%
vs est $2.47
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.