Earnings brief

US stock earnings,
the key summary

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

See how results stacked up against estimates, what management said, and how the stock reacted.

Summary

451 companies reported in 8/3–8/7, and 343 of 443 with an estimate beat consensus.

Reports

451

last wk 396 · 3-wk 609

Beat estimates

77%

343 of 443

last wk 82% · 3-wk 82%

Beat but fell

40%

138 of 343 priced

last wk 49% · 3-wk 50%

Rose on the day

58%

263 of 451

last wk 46% · 3-wk 46%

Revenue growth

+11.5%

median of 409

last wk +9.4% · 3-wk +9.6%

Biggest moves

Earnings-day move · 451 priced reports

IOIovance Biotherapeutics Inc.vs est +15.4%+43.09%INInsmed Incorporatedvs est +91.2%+33.86%DODoximity Inc. Class Avs est -4.2%+32.62%WWayfair Inc. Class Avs est +3.1%+29.97%

Palantir Technologies Inc. Class Avs est +18.5%+29.45%

Down

BLBillionToOne Inc. Class Avs est +124.3%^†-38.89%SESezzle Inc.vs est +11.3%-33.89%

The Trade Desk Inc. Class Avs est -14.6%-21.90%BRBruker Corporationvs est +27.5%-21.79%

Insulet Corporationvs est +14.3%-20.12%

U.S. session

notable stocks

Sat 8/8 · 1

Fri 8/7 · 8

Successful criticality of Groves facility and acceleration of integrated platform deployment

Positives

▲Record-breaking deployment of Groves facility
▲Strategic acquisitions to strengthen integrated platform
▲Expansion of government projects and partnerships

Concerns

▼High capital expenditure prior to commercial revenue
▼Project dependency and execution uncertainty

“Groves represents the fastest transition that we are aware of from greenfield to criticality for a full-scale, privately funded and privately sited reactor in history.”

· Jake DeWitte, CEO

Company	Timing	EPS vs est	Revenue YoY	Earnings-day
Take-Two Interactive Software Inc. TTWO	Pre-open	+13.9%	+2%	+6.04%
PPL Corporation PPL	Pre-open	-4.0%	—	+2.43%
Fluor Corporation FLR	Pre-open	+29.6%	+9%	+16.92%
Construction Partners Inc. Class A ROAD	Pre-open	+6.8%	+28%	+19.55%
Mobility Global Inc. MBGL	Pre-open	+0.7%	+7%	-4.97%
Calumet Inc. CLMT	Pre-open	+323.7%^†	+41%	-5.73%
Atmus Filtration Technologies Inc. ATMU	Pre-open	+5.3%	+16%	-6.13%

Thu 8/6 · 123

Constellation Energy Corporation Common Stock

Upward revision of annual guidance and expansion of long-term nuclear contracts

Positives

▲Raised full-year earnings guidance
▲Expansion of long-term nuclear PPAs
▲Disciplined capital allocation

Concerns

▼Decline in nuclear generation and capacity factor
▼Lower ZEC revenue and increased outage days

“We are raising our full-year adjusted operating earnings guidance range to $11.50-$12.50 per share, up from our prior range of $11-$12 per share.”

Parker-Hannifin Corporation

Howmet Aerospace Inc.

Accelerated growth across all segments driven by AI-based product innovation and service expansion

Positives

▲Operational efficiency and product innovation via AI
▲Broad-based acceleration in key metrics
▲Strong momentum in new business segments

Concerns

▼Expected slight decline in margin
▼Cost pressure from new business incentives

“Revenue grew 17% year-over-year to $3.6 billion. Gross booking value grew 16% year-over-year to $27.2 billion.”

· Brian Chesky (CEO)

Cloudflare Inc. Class A

Strong 36% revenue growth and expansion of market influence through large customer acquisition

Positives

▲High Growth in Revenue and Large Customers
▲Improved Cash Flow and Operating Efficiency
▲Rapid Expansion of Developer Ecosystem

Concerns

▼Profitability and Margin Compression
▼Deceleration in Revenue Guidance

“We achieved revenue of $696.1 million, up 36% year-over-year. We now have 4,698 customers paying us more than $100,000 per year, a 27% increase year-over-year.”

· Matthew Prince, CEO

Rigetti Computing Inc.

Growing demand for quantum systems and strategic government funding to advance technology roadmap

Positives

▲Revenue Growth and On-Premises Demand
▲Strategic U.S. Government Funding
▲Technology Roadmap and Partnerships

Concerns

▼Persistent Operating Losses and Rising Costs
▼Technical Constraints and Performance Hurdles
▼Cash Burn and Elevated Capital Expenditures

“Our recently announced letter of intent with the U.S. Department of Commerce for up to $100 million in potential funding underscores the strategic importance of our platform and could help us accelerate key R&D programs aimed at scaling and advancing superconducting quantum computing.”

· Subodh Kulkarni (CEO)

Monster Beverage Corporation

Republic Services Inc.

Company	Timing	EPS vs est	Revenue YoY	Earnings-day
Warner Bros. Discovery Inc. Series A Common Stock WBD	Pre-open	+153.9%^†	-11%	+1.66%
Cheniere Energy Inc. LNG	Pre-open	-4.3%	+26%	+4.32%
DBA Sempra SRE	Pre-open	+9.7%	—	-0.37%
Becton Dickinson and Company BDX	Pre-open	+2.9%	-10%	+3.76%
Keurig Dr Pepper Inc. KDP	Pre-open	+6.2%	+76%	-1.24%
Kenvue Inc. KVUE	Pre-open	-2.8%	+3%	-2.49%
Zoetis Inc. Class A ZTS	Pre-open	+0.9%	+0%	+3.87%
Fox Corporation Class A FOXA	Pre-open	+29.3%	+28%	+5.30%
ATI Inc. ATI	Pre-open	+18.3%	+11%	+8.93%
Fiserv Inc. FISV	Pre-open	-3.9%	-4%	0.00%
Insmed Incorporated INSM	Pre-open	+91.2%	+296%	+33.86%
US Foods Holding Corp. USFD	Pre-open	+5.7%	+4%	+6.45%
Liberty Media Corporation Series C Liberty Formula One FWONK	Pre-open	-91.9%	-30%	+3.79%
Ralph Lauren Corporation RL	Pre-open	+6.2%	+14%	+3.95%
Viatris Inc. VTRS	Pre-open	+15.0%	+5%	-7.71%
MACOM Technology Solutions Holdings Inc. MTSI	Pre-open	+3.9%	+36%	+14.49%
Evergy Inc. EVRG	Pre-open	+9.8%	—	-0.05%
Unity Software Inc. U	Pre-open	+12.4%	+24%	+15.05%
ITT Inc. Common Stock ITT	Pre-open	+6.9%	+51%	+5.06%
Lamar Advertising Company Class A LAMR	Pre-open	-1.6%	+6%	+1.15%
Somnigroup International Inc. SGI	Pre-open	+0.8%	-3%	-6.77%
Bentley Systems Incorporated Class B BSY	Pre-open	+9.8%	+13%	-1.89%
Globalstar Inc. GSAT	Pre-open	-77.8%	-4%	-0.25%
Advanced Drainage Systems Inc. WMS	Pre-open	+17.4%	+21%	-0.76%
Oscar Health Inc. Class A OSCR	Pre-open	+189.2%^†	+70%	-11.86%
Celsius Holdings Inc. CELH	Pre-open	-13.9%	+11%	-18.46%
Molson Coors Beverage Company Class B TAP	Pre-open	+4.4%	-4%	+1.29%
Praxis Precision Medicines Inc. PRAX	Pre-open	+22.2%	—	+15.95%
Scholar Rock Holding Corporation SRRK	Pre-open	+0.3%	—	+9.96%
D-Wave Quantum Inc. QBTS	Pre-open	-44.4%	-1%	-9.28%
Loar Holdings Inc. LOAR	Pre-open	+22.4%	+39%	-4.12%
Iovance Biotherapeutics Inc. IOVA	Pre-open	+15.4%	+66%	+43.09%
Lantheus Holdings Inc. LNTH	Pre-open	+18.9%	+3%	-0.42%
Installed Building Products Inc. IBP	Pre-open	+13.6%	+2%	+0.19%
Ligand Pharmaceuticals Incorporated LGND	Pre-open	+21.5%	+34%	-0.80%
Immunovant Inc. IMVT	Pre-open	-10.5%	—	+1.17%
Teleflex Incorporated TFX	Pre-open	+37.4%	-27%	+1.54%
EPAM Systems Inc. EPAM	Pre-open	+7.6%	+5%	-15.29%
Nexstar Media Group Inc. NXST	Pre-open	-33.4%	+62%	-1.08%
Frontdoor Inc. FTDR	Pre-open	+9.3%	+5%	+17.73%
Versant Media Group Inc. Class A Common Stock VSNT	Pre-open	+5.2%	-4%	+6.79%
Sotera Health Company SHC	Pre-open	+8.7%	+9%	+5.17%
ACI Worldwide Inc. ACIW	Pre-open	+1.9%	+7%	-4.45%
White Mountains Insurance Group Ltd. WTM	Pre-open	—	+23%	+1.38%
Haemonetics Corporation HAE	Pre-open	+5.8%	+6%	+1.70%
ESAB Corporation ESAB	Pre-open	-3.0%	+13%	+2.21%
Edgewise Therapeutics Inc. EWTX	Pre-open	-12.2%	—	-1.27%
Core Natural Resources Inc. CNR	Pre-open	+292.4%^†	+4%	+7.53%
LifeStance Health Group Inc. LFST	Pre-open	+37.5%	+26%	+2.80%
Vontier Corporation Common Stock VNT	Pre-open	+10.7%	-2%	+4.94%
Insight Enterprises Inc. NSIT	Pre-open	+31.8%	+15%	+6.35%
Amylyx Pharmaceuticals Inc. AMLX	Pre-open	-9.0%	—	+10.71%
Americold Realty Trust Inc. COLD	Pre-open	-166.7%^†	+2%	+2.78%
MDU Resources Group Inc. Common Stock (Holding Company) MDU	Pre-open	+0.0%	+7%	+3.70%
Marriott Vacations Worldwide Corporation VAC	Pre-open	+15.4%	+6%	+22.62%
Avient Corporation AVNT	Pre-open	+7.7%	+6%	+12.47%
GPGI Inc. Class A GPGI	Pre-open	+21.4%	—	-1.58%
Axcelis Technologies Inc. ACLS	Pre-open	+18.6%	+11%	-0.01%
BlackSky Technology BKSY	Pre-open	+56.6%	+50%	+10.37%
American International Group Inc. New AIG	After close	+3.7%	-0%	-1.49%
Microchip Technology Incorporated MCHP	After close	+8.7%	+38%	+13.89%
Consolidated Edison Inc. ED	After close	+7.4%	—	-0.89%
Twilio Inc. Class A TWLO	After close	+11.1%	+22%	+24.89%
ResMed Inc. RMD	After close	+2.0%	+9%	-5.06%
Rocket Companies Inc. Class A RKT	After close	+0.0%	+105%	+3.78%
Roku Inc. Class A ROKU	After close	+113.4%^†	+22%	+2.03%
Onto Innovation Inc. ONTO	After close	+14.2%	+35%	+14.74%
Reinsurance Group of America Incorporated RGA	After close	+37.0%	+19%	+4.24%
Akamai Technologies Inc. AKAM	After close	+0.8%	+5%	-6.76%
Gen Digital Inc. GEN	After close	+3.0%	+6%	+3.81%
Texas Roadhouse Inc. TXRH	After close	+1.4%	+11%	-0.08%
BioMarin Pharmaceutical Inc. BMRN	After close	+25.8%	+20%	+3.82%
Halozyme Therapeutics Inc. HALO	After close	+25.5%	+48%	+20.24%
American Healthcare REIT Inc. AHR	After close	+7.1%	+27%	+3.71%
Maplebear Inc. CART	After close	-16.6%	+14%	+11.41%
Globus Medical Inc. Class A GMED	After close	+21.9%	+6%	+1.57%
Arrow Electronics Inc. ARW	After close	+22.2%	+32%	-8.45%
MP Materials Corp. MP	After close	—	+89%	+7.62%
DraftKings Inc. Class A DKNG	After close	-52.6%	-5%	+8.39%
Liberty Live Holdings Inc. Series C Liberty Live Group LLYVK	After close	-795.2%^†	+6%	-0.90%
Applied Optoelectronics Inc. AAOI	After close	+200.0%^†	+86%	+9.19%
Cytokinetics Incorporated CYTK	After close	+6.3%	-57%	-5.67%
CareTrust REIT Inc. CTRE	After close	+0.3%	+43%	+0.22%
10x Genomics Inc. Class A TXG	After close	+250.0%^†	-13%	+14.10%
StandardAero Inc. SARO	After close	-2.9%	+5%	-2.70%
Dropbox Inc. Class A DBX	After close	+1.5%	+1%	+0.78%
ESCO Technologies Inc. ESE	After close	+3.9%	+14%	-6.80%
Karman Holdings Inc. KRMN	After close	+6.8%	+58%	+5.60%
Lyft Inc. Class A LYFT	After close	-7.1%	+25%	+7.12%
The Trade Desk Inc. Class A TTD	After close	-14.6%	+3%	-21.90%
Casella Waste Systems Inc. Class A CWST	After close	+37.9%	+17%	-1.16%
HA Sustainable Infrastructure Capital Inc. HASI	After close	+2.7%	+41%	+6.38%
Main Street Capital Corporation MAIN	After close	+0.6%	—	+3.79%
Kodiak Gas Services Inc. KGS	After close	-23.1%	+21%	+5.35%
ICU Medical Inc. ICUI	After close	+23.8%	+1%	+10.93%
Nelnet Inc. NNI	After close	-16.9%	—	-2.51%
Doximity Inc. Class A DOCS	After close	-4.2%	+7%	+32.62%
Concentra Group Holdings Parent Inc. CON	After close	+23.4%	+10%	+11.53%
Sezzle Inc. SEZL	After close	+11.3%	+52%	-33.89%
Relay Therapeutics Inc. RLAY	After close	-4.4%	-48%	+0.10%
iRhythm Holdings Inc. IRTC	After close	+1350.0%^†	+20%	-0.22%
WillScot Holdings Corporation Class A WSC	After close	+12.5%	+4%	-5.62%
International Bancshares Corporation IBOC	After close	-4.3%	+3%	-2.08%
StepStone Group Inc. Class A STEP	After close	-4.8%	+4%	-7.79%
ACM Research Inc. Class A ACMR	After close	+79.4%	+36%	+6.10%
Synaptics Incorporated Common Stock $0.001 Par Value SYNA	After close	+2.0%	+9%	+4.01%
Post Holdings Inc. POST	After close	+4.3%	-2%	-12.79%
Century Aluminum Company CENX	After close	+7.0%	+20%	+11.49%
Denali Therapeutics Inc. DNLI	After close	-45.5%	—	+0.40%
Arteris AIP	After close	-150.0%^†	—	-5.82%

Wed 8/5 · 155

Eli Lilly and Company

Walt Disney Company (The)

Uber Technologies Inc.

Circle Internet Group Inc. Class A

CVS Health Corporation

Western Digital Corporation

Applovin Corporation Class A

Record revenue growth and quantum platform expansion through vertical integration

Positives

▲Record Revenue Growth and Guidance Hike
▲Vertical Integration and Strategic Acquisitions
▲Global Customer Base and RPO Growth

Concerns

▼Widening Operating Losses and Expenses
▼Acquisition Costs and Integration Uncertainty

“Second quarter revenue of $80.1 million again exceeded our guidance, reflecting continued customer demand across our expanding quantum platform.”

· Niccolo de Masi (CEO)

Company	Timing	EPS vs est	Revenue YoY	Earnings-day
Cencora Inc. COR	Pre-open	+3.0%	+5%	+3.57%
Iron Mountain Incorporated (Delaware)Common Stock REIT IRM	Pre-open	+7.5%	+19%	+1.29%
Medline Inc. Class A MDLN	Pre-open	+55.8%	+12%	-12.79%
The Kraft Heinz Company KHC	Pre-open	+5.6%	-1%	-3.42%
Global Payments Inc. GPN	Pre-open	+0.6%	+70%	-0.87%
United Therapeutics Corporation UTHR	Pre-open	+6.0%	-2%	+0.06%
NiSource Inc NI	Pre-open	+1.5%	+3%	-3.64%
Zimmer Biomet Holdings Inc. ZBH	Pre-open	+3.0%	+5%	+2.45%
The Carlyle Group Inc. CG	Pre-open	+18.0%	-29%	-1.58%
CDW Corporation CDW	Pre-open	+4.0%	+10%	-9.03%
Charles River Laboratories International Inc. CRL	Pre-open	+10.3%	-3%	+11.36%
Dynatrace Inc. DT	Pre-open	+8.2%	+16%	+11.27%
Elanco Animal Health Incorporated ELAN	Pre-open	+26.5%	+10%	+2.42%
BorgWarner Inc. BWA	Pre-open	+11.5%	+0%	+5.93%
Owens Corning Inc Common Stock New OC	Pre-open	+26.9%	+0%	+4.77%
New York Times Company (The) NYT	Pre-open	+3.6%	+11%	-13.40%
Regal Rexnord Corporation RRX	Pre-open	+15.7%	+4%	-16.72%
Kymera Therapeutics Inc. KYMR	Pre-open	+16.0%	+466%	+1.04%
Insulet Corporation PODD	Pre-open	+14.3%	+24%	-20.12%
NNN REIT Inc. NNN	Pre-open	+0.1%	+8%	+0.40%
Primo Brands Corporation Class A PRMB	Pre-open	+10.6%	+4%	+8.72%
Lineage Inc. LINE	Pre-open	+49.9%	+1%	-1.96%
Avnet Inc. AVT	Pre-open	+28.8%	+48%	+5.07%
Southwest Gas Holdings Inc. Common Stock (DE) SWX	Pre-open	+3.4%	—	+1.82%
TeraWulf Inc. WULF	Pre-open	-23.6%	-6%	-4.29%
Louisiana-Pacific Corporation LPX	Pre-open	-29.7%	-12%	+0.72%
Choice Hotels International Inc. CHH	Pre-open	+2.8%	+3%	+2.93%
Spire Inc. SR	Pre-open	+12.9%	—	+1.53%
Vishay Intertechnology Inc. VSH	Pre-open	+34.2%	+17%	-14.59%
Galaxy Digital Inc. Class A GLXY	Pre-open	+68.2%	-1%	-13.89%
Brinks Company (The) BCO	Pre-open	+4.4%	+7%	-1.86%
Griffon Corporation GFF	Pre-open	+12.6%	-22%	+9.86%
Valvoline Inc. VVV	Pre-open	+13.6%	+24%	-5.86%
Delek US Holdings Inc. DK	Pre-open	+107.8%^†	+48%	-9.74%
Atlanta Braves Holdings Inc. Series A BATRA	Pre-open	—	-2%	-3.69%
Freshpet Inc. FRPT	Pre-open	+31.8%	+15%	+14.57%
Hagerty Inc. Class A HGTY	Pre-open	+77.2%	-4%	+15.36%
DoorDash Inc. Class A DASH	After close	-2.4%	+36%	+2.89%
Motorola Solutions Inc. MSI	After close	+14.4%	+13%	+8.20%
Allstate Corporation (The) ALL	After close	+48.0%	+12%	+3.98%
MetLife Inc. MET	After close	+6.2%	+10%	+3.83%
Occidental Petroleum Corporation OXY	After close	+29.0%	+12%	+4.14%
Realty Income Corporation O	After close	-12.7%	+10%	-0.54%
Block Inc. Class A XYZ	After close	+16.7%	+9%	-6.15%
Axon Enterprise Inc. AXON	After close	+2.0%	+35%	-14.28%
eBay Inc. EBAY	After close	+6.2%	+15%	-0.91%
Revolution Medicines Inc. RVMD	After close	-48.8%	—	+0.26%
Expedia Group Inc. EXPE	After close	+9.7%	+14%	-4.09%
Atmos Energy Corporation ATO	After close	+5.6%	+5%	-0.13%
Corpay Inc. CPAY	After close	+6.3%	+21%	+0.95%
Texas Pacific Land Corporation TPL	After close	+2.1%	+31%	-6.87%
STERIS plc (Ireland) Ordinary Shares STE	After close	+3.9%	+7%	-0.40%
Coeur Mining Inc. CDE	After close	-54.1%	+126%	-10.21%
Royal Gold Inc. RGLD	After close	+0.8%	+115%	+1.40%
Permian Resources Corporation Class A PR	After close	+16.9%	+55%	+2.48%
CF Industries Holdings Inc. CF	After close	-15.1%	+18%	+0.02%
Curtiss-Wright Corporation CW	After close	+2.8%	+5%	-4.59%
MKS Inc. MKSI	After close	+11.4%	+28%	-6.96%
News Corporation Class B NWS	After close	+51.2%	+11%	+2.23%
APA Corporation APA	After close	+1.0%	—	+5.40%
SiTime Corporation SITM	After close	+19.7%	+127%	+26.58%
Host Hotels & Resorts Inc. HST	After close	+4.4%	+3%	-6.96%
Albemarle Corporation ALB	After close	+15.7%	+31%	+5.54%
Talen Energy Corporation TLN	After close	-30.0%	+119%	+2.57%
Warner Music Group Corp. Class A WMG	After close	+31.2%	+10%	+1.69%
Solventum Corporation SOLV	After close	+33.8%	+2%	-5.16%
Figma Inc. Class A FIG	After close	+100.0%^†	+48%	-14.85%
Coca-Cola Consolidated Inc. COKE	After close	—	+11%	+1.89%
CACI International Inc. Class A CACI	After close	+23.2%	+18%	+21.38%
Exelixis Inc. EXEL	After close	+5.9%	+11%	-7.94%
Watts Water Technologies Inc. Class A WTS	After close	+9.7%	+19%	+3.65%
Chime Financial Inc. Class A CHYM	After close	+250.0%^†	+27%	+20.56%
HubSpot Inc. HUBS	After close	+8.1%	+20%	-19.10%
Encompass Health Corporation EHC	After close	+4.8%	+10%	+12.55%
U-Haul Holding Company UHAL	After close	-10.8%	+3%	+1.38%
Fidelity National Financial Inc. FNF	After close	+5.4%	+11%	+2.82%
Murphy USA Inc. MUSA	After close	+12.2%	+36%	-7.70%
Paycom Software Inc. PAYC	After close	+16.8%	+10%	+23.55%
TTM Technologies Inc. TTMI	After close	+10.3%	+37%	+3.89%
Cognex Corporation CGNX	After close	+5.9%	+17%	-4.71%
SM Energy Company SM	After close	+12.1%	+215%	-1.10%
Primerica Inc. PRI	After close	+6.6%	+9%	+1.82%
Vaxcyte Inc. PCVX	After close	+6.1%	—	+5.31%
Viavi Solutions Inc. VIAV	After close	+13.9%	+53%	+4.34%
Protagonist Therapeutics Inc. PTGX	After close	+18.7%	—	+6.45%
Chord Energy Corporation CHRD	After close	-1.2%	+84%	+1.96%
UGI Corporation UGI	After close	-53.9%	-4%	-3.55%
Etsy Inc. ETSY	After close	-149.1%^†	-1%	-4.19%
Zillow Group Inc. Class A ZG	After close	+14.9%	+18%	-8.48%
Caris Life Sciences Inc. CAI	After close	—	+45%	+21.58%
Dutch Bros Inc. Class A BROS	After close	+11.2%	+32%	-18.79%
Arcosa Inc. Common Stock ACA	After close	-4.5%	-11%	-0.30%
Matador Resources Company MTDR	After close	+24.6%	+27%	+3.47%
Terreno Realty Corporation TRNO	After close	+58.6%	+11%	-1.87%
Joby Aviation Inc. JOBY	After close	-8.7%	—	+5.51%
StoneX Group Inc. SNEX	After close	+26.6%	+15%	-12.22%
Enact Holdings Inc. ACT	After close	+6.1%	+4%	+1.76%
e.l.f. Beauty Inc. ELF	After close	+143.9%^†	+36%	+6.88%
Victory Capital Holdings Inc. Class A VCTR	After close	+23.1%	+24%	+6.82%
Duolingo Inc. Class A DUOL	After close	-19.7%	+18%	-9.41%
Magnolia Oil & Gas Corporation Class A MGY	After close	+5.2%	+50%	+4.34%
Rayonier Inc. REIT RYN	After close	+0.7%	—	-2.68%
Clearway Energy Inc. Class C CWEN	After close	+72.8%	+23%	+5.36%
Murphy Oil Corporation MUR	After close	-2.2%	+36%	-8.32%
Black Hills Corporation BKH	After close	+31.7%	+1%	+1.44%
Remitly Global Inc. RELY	After close	+261.3%^†	+20%	+7.73%
Blue Owl Capital Corporation OBDC	After close	+12.5%	—	+3.10%
Cirrus Logic Inc. CRUS	After close	+1.4%	+13%	-4.57%
Mirum Pharmaceuticals Inc. MIRM	After close	-7.4%	+38%	-11.04%
OUTFRONT Media Inc. OUT	After close	+21.0%	+14%	-2.69%
Klaviyo Inc. Series A KVYO	After close	-0.2%	+26%	-13.32%
Ormat Technologies Inc. ORA	After close	+92.7%	+11%	+9.55%
Symbotic Inc. Class A SYM	After close	+215.4%^†	+22%	-14.88%
Novanta Inc. NOVT	After close	+7.2%	+10%	+6.66%
Blue Owl Technology Finance Corp. OTF	After close	-0.1%	—	+8.73%
Radian Group Inc. RDN	After close	-15.7%	+81%	-7.43%
Acushnet Holdings Corp. GOLF	After close	+31.0%	+14%	-9.02%
Tutor Perini Corporation TPC	After close	+37.6%	+19%	+13.27%
Dave Inc. Class A DAVE	After close	+7.3%	+30%	-15.09%
BillionToOne Inc. Class A BLLN	After close	+124.3%^†	+64%	-38.89%
Enliven Therapeutics Inc. ELVN	After close	-29.8%	—	+0.95%
Warrior Met Coal Inc. HCC	After close	+13.3%	+71%	+6.31%
VSE Corporation VSEC	After close	+87.5%	+65%	+4.50%
Envista Holdings Corporation NVST	After close	+20.6%	+7%	-4.37%
Kinetik Holdings Inc. Class A KNTK	After close	+0.0%	+36%	+3.76%
Miami International Holdings Inc. MIAX	After close	+17.5%	+18%	-1.09%
Helmerich & Payne Inc. HP	After close	-210.5%^†	-5%	+11.39%
Diodes Incorporated DIOD	After close	+15.7%	+22%	+15.34%
Howard Hughes Holdings Inc. HHH	After close	+170.1%^†	+330%	+3.59%
MUELLER WATER PRODUCTS MWA	After close	+27.4%	+4%	+2.57%
Arcus Biosciences Inc. RCUS	After close	+11.6%	-79%	+2.27%
Genworth Financial Inc GNW	After close	+7.4%	+6%	+0.21%
NuScale Power Corporation Class A SMR	After close	+0.9%	-99%	+0.96%
Fastly Inc. Class A FSLY	After close	+114.3%^†	+23%	-12.87%
American States Water Company AWR	After close	+17.2%	+11%	+0.86%
Solaris Energy Infrastructure Inc. Class A SEI	After close	+25.7%	+30%	+2.59%
Star Bulk Carriers SBLK	After close	+30.8%	—	+2.25%
Pattern Group Inc. Series A PTRN	After close	+33.3%	+47%	-6.52%
SoundHound AI, Inc. SOUN	After close	+60.0%	+45%	+10.11%
MARA Holdings Inc. MARA	After close	-30.6%	-27%	-5.25%
Excelerate Energy Inc. Class A EE	After close	+7.5%	+61%	-1.66%

Tue 8/4 · 121

Merck & Company Inc. Common Stock (new)

McDonald's Corporation

Advanced Micro Devices Inc.

Booking Holdings Inc.

Company	Timing	EPS vs est	Revenue YoY	Earnings-day
Spotify SPOT	Pre-open	-5.1%	—	-1.68%
Marathon Petroleum Corporation MPC	Pre-open	+27.1%	+54%	+1.82%
Duke Energy Corporation (Holding Company) DUK	Pre-open	+9.6%	—	-0.01%
Cummins Inc. CMI	Pre-open	-6.1%	+9%	-1.99%
Apollo Global Management Inc. (New) APO	Pre-open	-2.2%	+64%	+2.92%
Transdigm Group Incorporated TDG	Pre-open	+5.5%	+23%	-0.82%
W.W. Grainger Inc. GWW	Pre-open	+6.3%	+10%	-5.16%
AMETEK Inc. AME	Pre-open	+4.8%	+15%	+4.22%
IDEXX Laboratories Inc. IDXX	Pre-open	+8.5%	+10%	+3.57%
Waters Corporation WAT	Pre-open	+1.4%	+113%	+5.69%
Archer-Daniels-Midland Company ADM	Pre-open	+28.0%	+7%	+2.32%
Kimberly-Clark Corporation KMB	Pre-open	+5.7%	+1%	+3.73%
Public Service Enterprise Group Incorporated PEG	Pre-open	+7.7%	-9%	-0.46%
Qnity Electronics Inc. Q	Pre-open	+11.0%	+22%	+6.28%
Expeditors International of Washington Inc. EXPD	Pre-open	+19.9%	+32%	+6.38%
NRG Energy Inc. NRG	Pre-open	-14.4%	+10%	-15.48%
Entegris Inc. ENTG	Pre-open	+13.2%	+11%	+15.46%
Broadridge Financial Solutions Inc. BR	Pre-open	+1.7%	+7%	+7.04%
Fidelity National Information Services Inc. FIS	Pre-open	+0.5%	+29%	-1.16%
DuPont de Nemours Inc. DD	Pre-open	+6.8%	-44%	+1.17%
Leidos Holdings Inc. LDOS	Pre-open	+12.1%	+7%	+10.01%
Zebra Technologies Corporation Class A ZBRA	Pre-open	+45.1%	+20%	+26.47%
Ball Corporation BALL	Pre-open	+4.3%	+20%	-2.15%
Kimco Realty Corporation (HC) KIM	Pre-open	+10.0%	+5%	-1.57%
UL Solutions Inc. Class A ULS	Pre-open	+5.4%	+5%	-13.96%
Revvity Inc. RVTY	Pre-open	+15.9%	+1%	-3.32%
Wayfair Inc. Class A W	Pre-open	+3.1%	+8%	+29.97%
Gartner Inc. IT	Pre-open	+17.1%	-1%	+22.61%
Pinnacle West Capital Corporation PNW	Pre-open	-2.7%	+7%	+0.63%
DigitalOcean Holdings Inc. DOCN	Pre-open	+72.9%	+29%	+1.35%
Henry Schein Inc. HSIC	Pre-open	+2.5%	+7%	+3.01%
Aptiv PLC Ordinary Shares APTV	Pre-open	+14.1%	-37%	-16.62%
Westlake Corporation WLK	Pre-open	+6.6%	+11%	+15.37%
ImmunityBio Inc. IBRX	Pre-open	-175.0%^†	+94%	-2.80%
Bruker Corporation BRKR	Pre-open	+27.5%	+5%	-21.79%
Timken Company (The) TKR	Pre-open	+12.9%	+7%	-6.86%
Hut 8 Corp. HUT	Pre-open	+16.6%	+81%	-9.74%
Central Bancompany Inc. Class A CBC	Pre-open	-0.8%	+15%	+0.63%
TPG Inc. Class A TPG	Pre-open	-31.9%	+100%	+5.74%
Ingredion Incorporated INGR	Pre-open	+3.6%	+1%	+4.19%
Enpro Inc. NPO	Pre-open	+7.6%	+18%	+0.22%
Cipher Digital Inc. CIFR	Pre-open	-15.4%	-43%	-15.65%
Rhythm Pharmaceuticals Inc. RYTM	Pre-open	+12.3%	+47%	+2.92%
Millrose Properties Inc. Class A MRP	Pre-open	+0.7%	+32%	+2.69%
Trex Company Inc. TREX	Pre-open	-2.1%	+8%	+4.89%
Global Business Travel Group Inc. Class A GBTG	Pre-open	+33.3%	+38%	0.00%
Xometry Inc. Class A XMTR	Pre-open	+0.0%	+41%	+5.34%
OPENLANE Inc. OPLN	Pre-open	+13.8%	+15%	-2.72%
IDEAYA Biosciences Inc. IDYA	Pre-open	-16.2%	—	+2.01%
Knife Riv Holding Co. KNF	Pre-open	-35.8%	+13%	-11.83%
Emerson Electric Company EMR	After close	+2.0%	+7%	+2.29%
EOG Resources Inc. EOG	After close	+2.1%	+57%	-6.47%
Devon Energy Corporation DVN	After close	+11.3%	+73%	-4.45%
Prudential Financial Inc. PRU	After close	+16.0%	+14%	-2.74%
Coupang Inc. Class A CPNG	After close	+69.1%	+4%	-4.65%
International Flavors & Fragrances Inc. IFF	After close	-26.6%	-29%	+8.88%
Toast Inc. Class A TOST	After close	+11.4%	+23%	+2.93%
Jacobs Solutions Inc. J	After close	+0.8%	+34%	+1.39%
Lattice Semiconductor Corporation LSCC	After close	+19.1%	+62%	-7.02%
Corebridge Financial Inc. CRBG	After close	+3.5%	+43%	+6.30%
Assurant Inc. AIZ	After close	+23.7%	+9%	+7.20%
Equitable Holdings Inc. EQH	After close	+3.4%	-30%	+6.32%
Pinterest Inc. Class A PINS	After close	+20.4%	+18%	-8.68%
Healthpeak Properties Inc. DOC	After close	+166.7%^†	+11%	+0.79%
Arrowhead Pharmaceuticals Inc. ARWR	After close	-10.3%	+171%	-2.99%
American Financial Group Inc. AFG	After close	+18.9%	+6%	+4.36%
Essential Utilities Inc. WTRG	After close	-3.9%	+3%	+0.08%
DaVita Inc. DVA	After close	+3.5%	+5%	-17.24%
Paramount Skydance Corporation Class B PSKY	After close	+0.0%	—	+9.67%
Match Group Inc. MTCH	After close	-4.5%	-1%	-7.49%
The AES Corporation AES	After close	-6.0%	+20%	+0.14%
Wynn Resorts Limited Common stock WYNN	After close	+26.4%	+7%	+3.64%
Bio-Rad Laboratories Inc. Class A BIO	After close	+50.1%	-0%	+4.50%
Hecla Mining Company HL	After close	-4.6%	+10%	+7.47%
ViaSat Inc. VSAT	After close	+70.0%	-1%	-5.95%
Kratos Defense & Security Solutions Inc. KTOS	After close	+40.0%	+31%	+6.69%
Voya Financial Inc. VOYA	After close	-23.3%	-4%	-0.57%
Spyre Therapeutics Inc. SYRE	After close	+51.8%	—	-0.56%
Paylocity Holding Corporation PCTY	After close	+14.2%	+12%	+3.13%
Zeta Global Holdings Corp. Class A ZETA	After close	+42.1%	+44%	+11.58%
Compass Inc. Class A COMP	After close	-24.0%	+109%	+6.92%
Hinge Health Inc. Class A HNGE	After close	-4.1%	+53%	+1.73%
PACS Group Inc. PACS	After close	+11.7%	+9%	+1.85%
Macerich Company (The) MAC	After close	-100.0%^†	-0%	-0.90%
Credit Acceptance Corporation CACC	After close	+2.3%	+1%	+0.79%
Qualys Inc. QLYS	After close	+10.9%	+11%	+13.78%
Everus Construction Group Inc. ECG	After close	+43.9%	+34%	+3.37%
Mercury General Corporation MCY	After close	+95.6%	+14%	+2.82%
Lumen Technologies Inc. LUMN	After close	+50.5%	-13%	-9.39%
Mosaic Company (The) MOS	After close	-5.9%	-6%	+3.08%
GXO Logistics Inc. Common Stock GXO	After close	+1.0%	+4%	-9.07%
Archrock Inc. AROC	After close	-22.8%	-3%	-5.06%
ACADIA Pharmaceuticals Inc. ACAD	After close	+350.0%^†	+16%	+6.08%
ONE Gas Inc. OGS	After close	+28.4%	—	+2.48%
Celanese Corporation CE	After close	+10.2%	+9%	-4.64%
Travere Therapeutics Inc. TVTX	After close	-131.0%^†	+48%	+12.03%
Fortune Brands Innovations Inc. FBIN	After close	+63.8%	-4%	-0.83%
Tanger Inc. SKT	After close	+11.5%	+2%	-0.42%
Dianthus Therapeutics Inc. DNTH	After close	+1.0%	—	+1.90%
Par Pacific Holdings Inc. PARR	After close	+23.9%	+57%	-15.76%
Mattel Inc. MAT	After close	-75.0%	+10%	-2.69%
Champion Homes Inc. SKY	After close	+0.8%	+1%	+10.68%
Workiva Inc. Class A WK	After close	+21.4%	+19%	+0.73%
Primoris Services Corporation PRIM	After close	+24.0%	-11%	-8.20%
Seaboard Corporation SEB	After close	—	+18%	-2.02%
Interparfums Inc. IPAR	After close	-2.1%	+2%	-4.03%
Kadant Inc KAI	After close	+23.6%	+23%	+0.66%
Red Rock Resorts Inc. Class A RRR	After close	+42.1%	-3%	-5.13%

Mon 8/3 · 43

Progressive Corporation (The)

Marriott International Class A

Palantir Technologies Inc. Class A

Company	Timing	EPS vs est	Revenue YoY	Earnings-day
Tyson Foods Inc. TSN	Pre-open	+0.3%	-0%	+2.85%
Grab GRAB	Pre-open	+600.0%^†	—	+4.86%
CNA Financial Corporation CNA	Pre-open	+13.3%	+3%	+2.13%
Krystal Biotech Inc. KRYS	Pre-open	-6.5%	+24%	-8.37%
Twist Bioscience Corporation TWST	Pre-open	-100.0%^†	+23%	+10.39%
TG Therapeutics Inc. TGTX	Pre-open	-88.6%	+70%	-11.26%
Integer Holdings Corporation ITGR	Pre-open	+15.8%	-3%	+2.67%
Vertex Pharmaceuticals Incorporated VRTX	After close	-0.3%	+12%	+1.70%
Williams Companies Inc. (The) WMB	After close	+0.3%	+0%	+1.53%
ONEOK Inc. OKE	After close	+4.8%	+53%	-0.67%
Diamondback Energy Inc. FANG	After close	+8.3%	+51%	-3.46%
Rockwell Automation Inc. ROK	After close	+3.1%	+8%	-7.43%
ON Semiconductor Corporation ON	After close	+3.5%	+9%	+0.47%
SBA Communications Corporation Class A SBAC	After close	-1.2%	+2%	+4.66%
Viper Energy Inc. Class A VNOM	After close	-5.4%	+129%	-3.09%
Sterling Infrastructure Inc. STRL	After close	+10.4%	+90%	-11.42%
BWX Technologies Inc. BWXT	After close	+2.7%	—	-0.80%
TKO Group Holdings Inc. Class A TKO	After close	+23.3%	+18%	+0.33%
Clorox Company (The) CLX	After close	+0.9%	—	+6.52%
Advanced Energy Industries Inc. AEIS	After close	+23.8%	+30%	+15.19%
Allison Transmission Holdings Inc. ALSN	After close	+4.5%	+92%	+5.43%
Snap Inc. Class A SNAP	After close	+16.7%	+19%	+14.88%
Alexandria Real Estate Equities Inc. ARE	After close	+26.2%	-13%	-7.84%
Crinetics Pharmaceuticals Inc. CRNX	After close	+3.7%	—	+0.12%
Jackson Financial Inc. Class A Common Stock JXN	After close	+26.8%	+136%	+5.90%
Vornado Realty Trust VNO	After close	—	+5%	+2.45%
Matson Inc. MATX	After close	+11.8%	+17%	+2.89%
Powell Industries Inc. POWL	After close	-3.4%	+9%	-3.80%
JBT Marel Corporation JBTM	After close	-3.4%	+5%	-6.88%
NewJersey Resources Corporation NJR	After close	+83.3%	+10%	-1.19%
Sabra Health Care REIT Inc. SBRA	After close	-11.8%	+25%	+0.24%
Tidewater Inc. TDW	After close	+3.3%	+0%	+17.78%
Cabot Corporation CBT	After close	+0.7%	+6%	-8.51%
Paymentus Holdings Inc. Class A PAY	After close	+32.9%	+29%	+29.20%
Independence Realty Trust Inc. IRT	After close	-66.7%	+3%	+1.79%
Otter Tail Corporation OTTR	After close	+10.8%	+0%	+2.95%
Dorman Products Inc. DORM	After close	+62.9%	+1%	+15.76%

By sector

Sectors with 3+ reports this week

Sector	Reports	Beat	Rose	Avg move
Healthcare	80	63/79	51/80	+1.4%
Industrials	70	54/69	42/70	+1.6%
Consumer Discretionary	67	53/66	37/67	+1.7%
IT	66	57/66	40/66	+3.3%
Financials	59	41/57	34/59	+0.3%
Utilities	32	21/32	17/32	+0.8%
Energy	24	19/24	11/24	-1.0%
Real Estate	21	13/20	12/21	-0.1%
Consumer Staples	14	12/13	9/14	+0.4%
Communication	9	7/9	4/9	-5.2%
Materials	9	3/8	6/9	+1.6%

Guidance raised or cut

Only when the company's release says so

Raised · 5

Eli Lilly and Company

Vertex Pharmaceuticals Incorporated

Constellation Energy Corporation Common Stock

Circle Internet Group Inc. Class A

IonQ Inc.

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.

US stock earnings,the key summary

Biggest moves

Sat 8/8 · 1

Fri 8/7 · 8

Thu 8/6 · 123

Wed 8/5 · 155

Tue 8/4 · 121

Mon 8/3 · 43

By sector

Guidance raised or cut

US stock earnings,
the key summary