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

452 companies reported in 8/3–8/7, and 345 beat consensus.

Fri 8/7 · 11

Oklo
OKLO · Pre-market
day-after-8.1%
miss avg -3.9%
EPS
-$0.28-74.6%
vs est -$0.16
Revenue
$1M
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
Vistra Corp.
VST · Pre-market
day-after-0.6%
miss avg +0.5%
EPS
$0.76-53.4%
vs est $1.63
Revenue
$4.4B+17%
vs LY $3.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
PPL Corporation
PPL · Pre-market
day-after+2.4%
miss avg -0.1%
EPS
$0.33-4.0%
vs est $0.34
Call summary pending
Summarizing the earnings call. Arrives soon.
FL
Fluor Corporation
FLR · Pre-market
day-after+16.9%
beat avg +2.1%
EPS
$0.91+29.6%
vs est $0.70
Revenue
$4.3B+9%
vs LY $4.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
RO
Construction Partners Inc. Class A
ROAD · Pre-market
day-after+19.6%
beat avg +4.8%
EPS
$1.08+6.8%
vs est $1.01
Revenue
$999M+28%
vs LY $779M
Call summary pending
Summarizing the earnings call. Arrives soon.
MB
Mobility Global Inc.
MBGL · Pre-market
day-after-5.0%
beat avg -5.0%
EPS
$0.46+0.7%
vs est $0.46
Revenue
$468M+7%
vs LY $439M
Call summary pending
Summarizing the earnings call. Arrives soon.
AC
ACM Research Inc. Class A
ACMR · Pre-market
day-after+6.1%
beat avg +9.5%
EPS
$0.61+81.2%
vs est $0.34
Revenue
$293M+36%
vs LY $215M
Call summary pending
Summarizing the earnings call. Arrives soon.
CL
Calumet Inc.
CLMT · Pre-market
day-after-5.7%
beat avg -0.6%
EPS
$0.68+323.7%
vs est $0.16
Revenue
$1.4B+41%
vs LY $1.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
AT
Atmus Filtration Technologies Inc.
ATMU · Pre-market
day-after-6.1%
beat avg -0.8%
EPS
$0.82+5.3%
vs est $0.78
Revenue
$528M+16%
vs LY $454M
Call summary pending
Summarizing the earnings call. Arrives soon.
Take-Two Interactive Software Inc.
TTWO · After close
day-after+2.9%
beat avg +1.2%
EPS
-$0.18+13.9%
vs est -$0.21
Revenue
$1.5B+2%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
DK
DraftKings Inc. Class A
DKNG · After close
day-after+1.0%
miss avg -0.8%
EPS
$0.09-53.1%
vs est $0.19
Revenue
$1.4B-5%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.

Thu 8/6 · 126

Constellation Energy Corporation Common Stock
CEG · Pre-market
day-after-1.5%
beat avg +0.4%
EPS
$2.55+11.7%
vs est $2.28
Revenue
$5.8B+13%
vs LY $5.2B
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.”
· Shane Smith, CFO
Datadog Inc. Class A
DDOG · Pre-market
day-after-19.0%
beat avg +5.2%
EPS
$0.65+11.4%
vs est $0.58
Revenue
$1.1B+36%
vs LY $827M
Call summary pending
Summarizing the earnings call. Arrives soon.
ConocoPhillips
COP · Pre-market
day-after+1.5%
beat avg +0.5%
EPS
$3.24+10.8%
vs est $2.92
Revenue
$18.1B+43%
vs LY $12.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
Parker-Hannifin Corporation
PH · Pre-market
day-after+7.3%
beat avg +4.4%
EPS
$9.27+12.2%
vs est $8.27
Revenue
$5.8B+10%
vs LY $5.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Howmet Aerospace Inc.
HWM · Pre-market
day-after-0.6%
beat avg +5.5%
EPS
$1.33+6.7%
vs est $1.25
Revenue
$2.5B+24%
vs LY $2.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Warner Bros. Discovery Inc. Series A Common Stock
WBD · Pre-market
day-after+1.7%
beat avg +1.2%
EPS
$0.06+153.9%
vs est -$0.11
Revenue
$8.7B-11%
vs LY $9.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
LN
Cheniere Energy Inc.
LNG · Pre-market
day-after+4.3%
miss avg +1.9%
EPS
$3.02-4.3%
vs est $3.15
Revenue
$5.7B+26%
vs LY $4.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
DBA Sempra
SRE · Pre-market
day-after-0.4%
beat avg +0.5%
EPS
$1.16+9.7%
vs est $1.06
Call summary pending
Summarizing the earnings call. Arrives soon.
Becton Dickinson and Company
BDX · Pre-market
day-after+3.8%
beat avg -0.2%
EPS
$3.23+2.9%
vs est $3.14
Revenue
$5.0B-10%
vs LY $5.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
Keurig Dr Pepper Inc.
KDP · Pre-market
day-after-1.2%
beat avg +1.4%
EPS
$0.57+6.2%
vs est $0.54
Revenue
$7.3B+76%
vs LY $4.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Kenvue Inc.
KVUE · Pre-market
day-after-2.5%
miss avg -3.9%
EPS
$0.31-2.8%
vs est $0.32
Revenue
$4.0B+3%
vs LY $3.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
Zoetis Inc. Class A
ZTS · Pre-market
day-after+3.9%
beat avg -1.2%
EPS
$1.87+0.9%
vs est $1.85
Revenue
$2.5B+0%
vs LY $2.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
Fox Corporation Class A
FOXA · Pre-market
day-after+5.3%
beat avg +2.5%
EPS
$1.79+29.3%
vs est $1.38
Revenue
$4.2B+28%
vs LY $3.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
AT
ATI Inc.
ATI · Pre-market
day-after+8.9%
beat avg +4.6%
EPS
$1.23+18.3%
vs est $1.04
Revenue
$1.3B+11%
vs LY $1.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Fiserv Inc.
FISV · Pre-market
day-after+0.0%
miss avg -22.0%
EPS
$1.84-3.9%
vs est $1.91
Revenue
$5.3B-4%
vs LY $5.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
IN
Insmed Incorporated
INSM · Pre-market
day-after+33.9%
beat avg +3.1%
EPS
-$0.06+91.2%
vs est -$0.68
Revenue
$425M+296%
vs LY $107M
Call summary pending
Summarizing the earnings call. Arrives soon.
FW
Liberty Media Corporation Series C Liberty Formula One
FWONK · Pre-market
day-after+3.2%
miss avg +1.2%
EPS
$0.02-91.9%
vs est $0.25
Revenue
$934M-30%
vs LY $1.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
US
US Foods Holding Corp.
USFD · Pre-market
day-after+6.5%
beat avg +1.8%
EPS
$1.44+5.7%
vs est $1.36
Revenue
$10.5B+4%
vs LY $10.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Ralph Lauren Corporation
RL · Pre-market
day-after+4.0%
beat avg +3.6%
EPS
$4.59+6.2%
vs est $4.32
Revenue
$2.0B+14%
vs LY $1.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
MT
MACOM Technology Solutions Holdings Inc.
MTSI · Pre-market
day-after+14.5%
beat avg +3.2%
EPS
$1.40+3.9%
vs est $1.35
Revenue
$342M+36%
vs LY $252M
Call summary pending
Summarizing the earnings call. Arrives soon.
Viatris Inc.
VTRS · Pre-market
day-after-7.7%
beat avg +2.5%
EPS
$0.69+15.0%
vs est $0.60
Revenue
$3.7B+5%
vs LY $3.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
Evergy Inc.
EVRG · Pre-market
day-after-0.1%
beat avg +0.1%
EPS
$0.88+9.8%
vs est $0.80
Call summary pending
Summarizing the earnings call. Arrives soon.
LA
Lamar Advertising Company Class A
LAMR · Pre-market
day-after+1.1%
miss avg -0.3%
EPS
$1.56-1.6%
vs est $1.58
Revenue
$617M+6%
vs LY $579M
Call summary pending
Summarizing the earnings call. Arrives soon.
SG
Somnigroup International Inc.
SGI · Pre-market
day-after-6.8%
beat avg -0.5%
EPS
$0.58+0.8%
vs est $0.58
Revenue
$1.8B-3%
vs LY $1.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
BS
Bentley Systems Incorporated Class B
BSY · Pre-market
day-after-1.9%
beat avg +3.4%
EPS
$0.35+9.8%
vs est $0.32
Revenue
$411M+13%
vs LY $364M
Call summary pending
Summarizing the earnings call. Arrives soon.
WM
Advanced Drainage Systems Inc.
WMS · Pre-market
day-after-0.8%
beat avg +5.2%
EPS
$2.49+17.4%
vs est $2.12
Revenue
$1.0B+21%
vs LY $830M
Call summary pending
Summarizing the earnings call. Arrives soon.
PR
Praxis Precision Medicines Inc.
PRAX · Pre-market
day-after+15.9%
beat avg +1.5%
EPS
-$2.87+22.2%
vs est -$3.69
Call summary pending
Summarizing the earnings call. Arrives soon.
AR
Arrow Electronics Inc.
ARW · Pre-market
day-after-2.0%
beat avg -1.4%
EPS
$5.45+22.2%
vs est $4.46
Revenue
$10.0B+32%
vs LY $7.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
IM
Immunovant Inc.
IMVT · Pre-market
day-after+1.2%
miss avg +3.7%
EPS
-$0.68-10.5%
vs est -$0.61
Call summary pending
Summarizing the earnings call. Arrives soon.
CE
Celsius Holdings Inc.
CELH · Pre-market
day-after-18.5%
miss avg +0.4%
EPS
$0.36-13.9%
vs est $0.42
Revenue
$818M+11%
vs LY $739M
Call summary pending
Summarizing the earnings call. Arrives soon.
Molson Coors Beverage Company Class B
TAP · Pre-market
day-after+1.3%
beat avg +0.1%
EPS
$1.58+4.4%
vs est $1.51
Revenue
$3.6B-4%
vs LY $3.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
SR
Scholar Rock Holding Corporation
SRRK · Pre-market
day-after+10.0%
beat avg +1.6%
EPS
-$0.84+0.3%
vs est -$0.84
Call summary pending
Summarizing the earnings call. Arrives soon.
QB
D-Wave Quantum Inc.
QBTS · Pre-market
day-after-9.3%
miss avg +0.2%
EPS
-$0.13-42.2%
vs est -$0.09
Revenue
$3M-1%
vs LY $3M
Call summary pending
Summarizing the earnings call. Arrives soon.
LO
Loar Holdings Inc.
LOAR · Pre-market
day-after-4.1%
beat avg -0.8%
EPS
$0.38+22.4%
vs est $0.31
Revenue
$172M+39%
vs LY $123M
Call summary pending
Summarizing the earnings call. Arrives soon.
LN
Lantheus Holdings Inc.
LNTH · Pre-market
day-after-0.4%
beat avg +2.1%
EPS
$1.55+18.9%
vs est $1.30
Revenue
$388M+3%
vs LY $378M
Call summary pending
Summarizing the earnings call. Arrives soon.
IB
Installed Building Products Inc.
IBP · Pre-market
day-after+0.2%
beat avg +5.1%
EPS
$2.91+13.6%
vs est $2.56
Revenue
$778M+2%
vs LY $760M
Call summary pending
Summarizing the earnings call. Arrives soon.
TF
Teleflex Incorporated
TFX · Pre-market
day-after+1.5%
beat avg -3.4%
EPS
$1.76+37.4%
vs est $1.28
Revenue
$570M-27%
vs LY $781M
Call summary pending
Summarizing the earnings call. Arrives soon.
EP
EPAM Systems Inc.
EPAM · Pre-market
day-after-15.3%
beat avg -2.6%
EPS
$3.38+7.6%
vs est $3.14
Revenue
$1.4B+5%
vs LY $1.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
NX
Nexstar Media Group Inc.
NXST · Pre-market
day-after-1.1%
miss avg +0.9%
EPS
$4.98-33.4%
vs est $7.47
Revenue
$2.0B+62%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
FT
Frontdoor Inc.
FTDR · Pre-market
day-after+17.7%
beat avg +5.1%
EPS
$1.93+9.3%
vs est $1.77
Revenue
$645M+5%
vs LY $617M
Call summary pending
Summarizing the earnings call. Arrives soon.
VS
Versant Media Group Inc. Class A Common Stock
VSNT · Pre-market
day-after+6.8%
beat avg +6.8%
EPS
$1.49+5.2%
vs est $1.42
Revenue
$1.6B-4%
vs LY $1.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
SH
Sotera Health Company
SHC · Pre-market
day-after+5.2%
beat avg +2.4%
EPS
$0.26+8.7%
vs est $0.24
Revenue
$321M+9%
vs LY $294M
Call summary pending
Summarizing the earnings call. Arrives soon.
AC
ACI Worldwide Inc.
ACIW · Pre-market
day-after-4.5%
beat avg +4.2%
EPS
$0.54+1.9%
vs est $0.53
Revenue
$430M+7%
vs LY $401M
Call summary pending
Summarizing the earnings call. Arrives soon.
GO
Acushnet Holdings Corp.
GOLF · Pre-market
day-after-9.0%
beat avg +2.5%
EPS
$2.19+31.0%
vs est $1.67
Revenue
$820M+14%
vs LY $720M
Call summary pending
Summarizing the earnings call. Arrives soon.
WT
White Mountains Insurance Group Ltd.
WTM · Pre-market
day-after+1.4%
EPS
$80.58
Revenue
$845M+23%
vs LY $689M
Call summary pending
Summarizing the earnings call. Arrives soon.
HA
Haemonetics Corporation
HAE · Pre-market
day-after+1.7%
beat avg +0.2%
EPS
$1.14+5.8%
vs est $1.08
Revenue
$339M+6%
vs LY $321M
Call summary pending
Summarizing the earnings call. Arrives soon.
ES
ESAB Corporation
ESAB · Pre-market
day-after+2.2%
miss avg +1.5%
EPS
$1.33-3.0%
vs est $1.37
Revenue
$808M+13%
vs LY $716M
Call summary pending
Summarizing the earnings call. Arrives soon.
EW
Edgewise Therapeutics Inc.
EWTX · Pre-market
day-after-1.3%
miss avg -1.9%
EPS
-$0.53-12.2%
vs est -$0.47
Call summary pending
Summarizing the earnings call. Arrives soon.
CN
Core Natural Resources Inc.
CNR · Pre-market
day-after+7.5%
beat avg +4.0%
EPS
$2.51+292.4%
vs est $0.64
Revenue
$1.1B+4%
vs LY $1.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
LF
LifeStance Health Group Inc.
LFST · Pre-market
day-after+2.8%
beat avg +3.9%
EPS
$0.11+32.4%
vs est $0.08
Revenue
$435M+26%
vs LY $345M
Call summary pending
Summarizing the earnings call. Arrives soon.
VN
Vontier Corporation Common Stock
VNT · Pre-market
day-after+4.9%
beat avg +1.2%
EPS
$0.89+10.7%
vs est $0.80
Revenue
$757M-2%
vs LY $774M
Call summary pending
Summarizing the earnings call. Arrives soon.
NS
Insight Enterprises Inc.
NSIT · Pre-market
day-after+6.3%
beat avg +0.7%
EPS
$3.86+31.8%
vs est $2.93
Revenue
$2.4B+15%
vs LY $2.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
AM
Amylyx Pharmaceuticals Inc.
AMLX · Pre-market
day-after+10.7%
miss avg -0.9%
EPS
-$0.39-9.0%
vs est -$0.36
Call summary pending
Summarizing the earnings call. Arrives soon.
MD
MDU Resources Group Inc. Common Stock (Holding Company)
MDU · Pre-market
day-after+3.7%
beat avg -0.5%
EPS
$0.09+3.3%
vs est $0.09
Revenue
$373M+7%
vs LY $349M
Call summary pending
Summarizing the earnings call. Arrives soon.
AV
Avient Corporation
AVNT · Pre-market
day-after+12.5%
beat avg +3.7%
EPS
$0.96+7.7%
vs est $0.89
Revenue
$917M+6%
vs LY $867M
Call summary pending
Summarizing the earnings call. Arrives soon.
BlackSky Technology
BKSY · Pre-market
day-after+4.9%
beat avg -1.0%
EPS
-$0.15+56.6%
vs est -$0.35
Call summary pending
Summarizing the earnings call. Arrives soon.
Airbnb Inc. Class A
ABNB · After close
day-after+17.4%
beat avg +2.4%
EPS
$1.37+9.5%
vs est $1.25
Revenue
$3.6B+17%
vs LY $3.1B
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
NET · After close
day-after+5.6%
beat avg +3.1%
EPS
$0.29+7.5%
vs est $0.27
Revenue
$696M+36%
vs LY $512M
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.
RGTI · After close
day-after+8.5%
miss avg -1.1%
EPS
-$0.05-8.1%
vs est -$0.05
Revenue
$5M+185%
vs LY $2M
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
MNST · After close
day-after-4.3%
beat avg +5.3%
EPS
$0.30+1.8%
vs est $0.29
Revenue
$2.5B+20%
vs LY $2.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Republic Services Inc.
RSG · After close
day-after+2.4%
beat avg -1.1%
EPS
$1.85+1.7%
vs est $1.82
Revenue
$4.4B+5%
vs LY $4.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Targa Resources Inc.
TRGP · After close
day-after-4.2%
beat avg +0.5%
EPS
$3.25+14.3%
vs est $2.84
Revenue
$4.4B+4%
vs LY $4.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
AFLAC Incorporated
AFL · After close
day-after-1.6%
miss avg -3.1%
EPS
$1.75-0.5%
vs est $1.76
Revenue
$4.1B-1%
vs LY $4.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
NT
Natera Inc.
NTRA · After close
day-after+21.4%
beat avg +8.7%
EPS
-$0.47+12.0%
vs est -$0.53
Revenue
$753M+38%
vs LY $547M
Call summary pending
Summarizing the earnings call. Arrives soon.
American International Group Inc. New
AIG · After close
day-after-1.5%
beat avg +0.8%
EPS
$2.00+3.7%
vs est $1.93
Revenue
$7.1B0%
vs LY $7.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Microchip Technology Incorporated
MCHP · After close
day-after+13.9%
beat avg +0.0%
EPS
$0.76+8.7%
vs est $0.70
Revenue
$1.5B+38%
vs LY $1.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
RK
Rocket Companies Inc. Class A
RKT · After close
day-after+3.8%
miss avg +3.8%
EPS
$0.16-2.7%
vs est $0.16
Call summary pending
Summarizing the earnings call. Arrives soon.
Consolidated Edison Inc.
ED · After close
day-after-0.9%
beat avg +0.0%
EPS
$0.83+7.4%
vs est $0.77
Call summary pending
Summarizing the earnings call. Arrives soon.
TW
Twilio Inc. Class A
TWLO · After close
day-after+24.9%
beat avg +5.2%
EPS
$1.47+11.1%
vs est $1.32
Revenue
$1.5B+22%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
ResMed Inc.
RMD · After close
day-after-5.1%
beat avg +2.4%
EPS
$2.95+2.0%
vs est $2.89
Revenue
$1.5B+9%
vs LY $1.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
RO
Roku Inc. Class A
ROKU · After close
day-after+2.0%
beat avg -0.9%
EPS
$1.20+113.4%
vs est $0.56
Revenue
$1.4B+22%
vs LY $1.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
CW
Curtiss-Wright Corporation
CW · After close
day-after-3.1%
beat avg +0.0%
EPS
$3.72+2.8%
vs est $3.62
Revenue
$924M+5%
vs LY $877M
Call summary pending
Summarizing the earnings call. Arrives soon.
U
Unity Software Inc.
U · After close
day-after+5.4%
beat avg -1.0%
EPS
$0.28+12.4%
vs est $0.25
Revenue
$546M+24%
vs LY $441M
Call summary pending
Summarizing the earnings call. Arrives soon.
IT
ITT Inc. Common Stock
ITT · After close
day-after-0.6%
beat avg -0.7%
EPS
$2.08+6.9%
vs est $1.95
Revenue
$1.5B+51%
vs LY $972M
Call summary pending
Summarizing the earnings call. Arrives soon.
Gen Digital Inc.
GEN · After close
day-after+3.8%
beat avg +5.9%
EPS
$0.71+3.0%
vs est $0.69
Revenue
$1.3B+6%
vs LY $1.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
ON
Onto Innovation Inc.
ONTO · After close
day-after+14.7%
beat avg +0.0%
EPS
$1.93+14.2%
vs est $1.69
Revenue
$343M+35%
vs LY $254M
Call summary pending
Summarizing the earnings call. Arrives soon.
RG
Reinsurance Group of America Incorporated
RGA · After close
day-after+4.2%
beat avg +2.0%
EPS
$8.89+37.0%
vs est $6.49
Revenue
$6.6B+19%
vs LY $5.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
Akamai Technologies Inc.
AKAM · After close
day-after-6.8%
beat avg -3.2%
EPS
$1.59+0.8%
vs est $1.58
Revenue
$1.1B+5%
vs LY $1.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
TX
Texas Roadhouse Inc.
TXRH · After close
day-after-0.1%
beat avg +4.5%
EPS
$1.85+1.4%
vs est $1.83
Revenue
$1.7B+11%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
BM
BioMarin Pharmaceutical Inc.
BMRN · After close
day-after+3.8%
beat avg +0.6%
EPS
$1.20+25.8%
vs est $0.95
Revenue
$990M+20%
vs LY $825M
Call summary pending
Summarizing the earnings call. Arrives soon.
HA
Halozyme Therapeutics Inc.
HALO · After close
day-after+20.2%
beat avg +7.9%
EPS
$2.28+25.5%
vs est $1.82
Revenue
$481M+48%
vs LY $326M
Call summary pending
Summarizing the earnings call. Arrives soon.
AH
American Healthcare REIT Inc.
AHR · After close
day-after+3.7%
beat avg +2.6%
EPS
$0.15+11.5%
vs est $0.14
Revenue
$635M+27%
vs LY $501M
Call summary pending
Summarizing the earnings call. Arrives soon.
CA
Maplebear Inc.
CART · After close
day-after+11.4%
miss avg +6.0%
EPS
$0.45-16.6%
vs est $0.54
Revenue
$1.0B+14%
vs LY $914M
Call summary pending
Summarizing the earnings call. Arrives soon.
GM
Globus Medical Inc. Class A
GMED · After close
day-after+1.6%
beat avg +7.7%
EPS
$1.34+21.9%
vs est $1.10
Revenue
$790M+6%
vs LY $745M
Call summary pending
Summarizing the earnings call. Arrives soon.
CY
Cytokinetics Incorporated
CYTK · After close
day-after-5.7%
beat avg -2.4%
EPS
-$1.50+6.3%
vs est -$1.60
Revenue
$29M-57%
vs LY $67M
Call summary pending
Summarizing the earnings call. Arrives soon.
GS
Globalstar Inc.
GSAT · After close
day-after+0.2%
miss avg -2.4%
EPS
-$0.16-78.9%
vs est -$0.09
Revenue
$65M-4%
vs LY $67M
Call summary pending
Summarizing the earnings call. Arrives soon.
MP
MP Materials Corp.
MP · After close
day-after+7.6%
miss avg -2.6%
EPS
-$0.01-173.2%
Revenue
$108M+89%
vs LY $57M
Call summary pending
Summarizing the earnings call. Arrives soon.
OS
Oscar Health Inc. Class A
OSCR · After close
day-after+5.1%
beat avg +8.0%
EPS
$1.10+189.2%
vs est $0.38
Revenue
$6M-6%
vs LY $6M
Call summary pending
Summarizing the earnings call. Arrives soon.
LL
Liberty Live Holdings Inc. Series C Liberty Live Group
LLYVK · After close
day-after-0.9%
miss avg -0.6%
EPS
-$2.92-795.2%
vs est $0.42
Revenue
$147M+6%
vs LY $139M
Call summary pending
Summarizing the earnings call. Arrives soon.
CT
CareTrust REIT Inc.
CTRE · After close
day-after+0.2%
beat avg +2.1%
EPS
$0.39+0.3%
vs est $0.39
Revenue
$5M
Call summary pending
Summarizing the earnings call. Arrives soon.
AA
Applied Optoelectronics Inc.
AAOI · After close
day-after+9.2%
beat avg +14.9%
EPS
$0.06+300.0%
vs est $0.02
Revenue
$192M+86%
vs LY $103M
Call summary pending
Summarizing the earnings call. Arrives soon.
TX
10x Genomics Inc. Class A
TXG · After close
day-after+14.1%
beat avg +3.1%
EPS
$0.03+258.4%
vs est -$0.02
Revenue
$151M-13%
vs LY $173M
Call summary pending
Summarizing the earnings call. Arrives soon.
SA
StandardAero Inc.
SARO · After close
day-after-2.7%
miss avg +0.9%
EPS
$0.29-2.9%
vs est $0.30
Revenue
$1.6B+5%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
DB
Dropbox Inc. Class A
DBX · After close
day-after+0.8%
beat avg -1.0%
EPS
$0.75+1.5%
vs est $0.74
Revenue
$632M+1%
vs LY $626M
Call summary pending
Summarizing the earnings call. Arrives soon.
ES
ESCO Technologies Inc.
ESE · After close
day-after-6.8%
beat avg +2.6%
EPS
$2.20+3.9%
vs est $2.12
Revenue
$339M+14%
vs LY $296M
Call summary pending
Summarizing the earnings call. Arrives soon.
KR
Karman Holdings Inc.
KRMN · After close
day-after+5.6%
beat avg +2.9%
EPS
$0.14+6.8%
vs est $0.13
Revenue
$182M+58%
vs LY $115M
Call summary pending
Summarizing the earnings call. Arrives soon.
LY
Lyft Inc. Class A
LYFT · After close
day-after+7.1%
miss avg +4.2%
EPS
$0.13-7.7%
vs est $0.14
Revenue
$1.8B+25%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
The Trade Desk Inc. Class A
TTD · After close
day-after-21.9%
miss avg -11.2%
EPS
$0.34-14.6%
vs est $0.40
Revenue
$715M+3%
vs LY $694M
Call summary pending
Summarizing the earnings call. Arrives soon.
CW
Casella Waste Systems Inc. Class A
CWST · After close
day-after-1.2%
beat avg -0.1%
EPS
$0.40+36.1%
vs est $0.29
Revenue
$544M+17%
vs LY $465M
Call summary pending
Summarizing the earnings call. Arrives soon.
KG
Kodiak Gas Services Inc.
KGS · After close
day-after+5.3%
miss avg -0.5%
EPS
$0.55-23.1%
vs est $0.71
Revenue
$391M+21%
vs LY $323M
Call summary pending
Summarizing the earnings call. Arrives soon.
LG
Ligand Pharmaceuticals Incorporated
LGND · After close
day-after-2.3%
beat avg +0.2%
EPS
$2.37+21.5%
vs est $1.95
Revenue
$64M+34%
vs LY $48M
Call summary pending
Summarizing the earnings call. Arrives soon.
MA
Main Street Capital Corporation
MAIN · After close
day-after+4.3%
beat avg +0.3%
EPS
$0.97+0.6%
vs est $0.96
Call summary pending
Summarizing the earnings call. Arrives soon.
HA
HA Sustainable Infrastructure Capital Inc.
HASI · After close
day-after+6.4%
beat avg +6.2%
EPS
$0.75+2.7%
vs est $0.73
Revenue
$121M+41%
vs LY $86M
Call summary pending
Summarizing the earnings call. Arrives soon.
NN
Nelnet Inc.
NNI · After close
day-after-2.5%
miss avg -4.2%
EPS
$1.77-16.9%
vs est $2.13
Call summary pending
Summarizing the earnings call. Arrives soon.
IC
ICU Medical Inc.
ICUI · After close
day-after+10.9%
beat avg +1.4%
EPS
$2.37+23.8%
vs est $1.91
Revenue
$552M+1%
vs LY $549M
Call summary pending
Summarizing the earnings call. Arrives soon.
DO
Doximity Inc. Class A
DOCS · After close
day-after+32.6%
miss avg +4.8%
EPS
$0.29-4.2%
vs est $0.30
Revenue
$157M+7%
vs LY $146M
Call summary pending
Summarizing the earnings call. Arrives soon.
CO
Concentra Group Holdings Parent Inc.
CON · After close
day-after+11.5%
beat avg +2.2%
EPS
$0.52+23.4%
vs est $0.42
Revenue
$606M+10%
vs LY $551M
Call summary pending
Summarizing the earnings call. Arrives soon.
IB
International Bancshares Corporation
IBOC · After close
day-after-2.1%
miss avg -1.0%
EPS
$1.54-4.3%
vs est $1.61
Call summary pending
Summarizing the earnings call. Arrives soon.
KN
Kinetik Holdings Inc. Class A
KNTK · After close
day-after-2.0%
miss avg +3.4%
EPS
-$0.53-450.4%
vs est $0.15
Revenue
$581M+36%
vs LY $427M
Call summary pending
Summarizing the earnings call. Arrives soon.
RL
Relay Therapeutics Inc.
RLAY · After close
day-after+0.1%
miss avg -2.6%
EPS
-$0.41-4.4%
vs est -$0.39
Revenue
$0M-48%
vs LY $1M
Call summary pending
Summarizing the earnings call. Arrives soon.
CE
Century Aluminum Company
CENX · After close
day-after+11.5%
beat avg +2.4%
EPS
$2.46+7.0%
vs est $2.30
Revenue
$752M+20%
vs LY $628M
Call summary pending
Summarizing the earnings call. Arrives soon.
MA
MARA Holdings Inc.
MARA · After close
day-after-5.3%
miss avg -4.0%
EPS
-$0.62-30.6%
vs est -$0.48
Revenue
$14M-9%
vs LY $15M
Call summary pending
Summarizing the earnings call. Arrives soon.
CO
Americold Realty Trust Inc.
COLD · After close
day-after+3.7%
miss avg -1.1%
EPS
-$0.02-180.3%
vs est $0.03
Revenue
$648M+2%
vs LY $635M
Call summary pending
Summarizing the earnings call. Arrives soon.
IR
iRhythm Holdings Inc.
IRTC · After close
day-after-0.2%
beat avg +0.2%
EPS
$0.58+1258.0%
vs est $0.04
Revenue
$224M+20%
vs LY $187M
Call summary pending
Summarizing the earnings call. Arrives soon.
WS
WillScot Holdings Corporation Class A
WSC · After close
day-after-5.6%
beat avg -0.2%
EPS
$0.28+12.5%
vs est $0.25
Revenue
$612M+4%
vs LY $589M
Call summary pending
Summarizing the earnings call. Arrives soon.
ST
StepStone Group Inc. Class A
STEP · After close
day-after-7.8%
miss avg -1.1%
EPS
$0.48-4.8%
vs est $0.50
Revenue
$379M+4%
vs LY $364M
Call summary pending
Summarizing the earnings call. Arrives soon.
SE
Sezzle Inc.
SEZL · After close
day-after-33.9%
beat avg +13.9%
EPS
$1.13+11.3%
vs est $1.01
Revenue
$85M+63%
vs LY $52M
Call summary pending
Summarizing the earnings call. Arrives soon.
VA
Marriott Vacations Worldwide Corporation
VAC · After close
day-after-1.0%
beat avg +1.5%
EPS
$2.31+15.4%
vs est $2.00
Revenue
$1.2B+6%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
DN
Denali Therapeutics Inc.
DNLI · After close
day-after+0.4%
miss avg +0.4%
EPS
-$0.68-45.5%
vs est -$0.47
Revenue
$4M
Call summary pending
Summarizing the earnings call. Arrives soon.
AC
Axcelis Technologies Inc.
ACLS · After close
day-after+2.6%
beat avg -2.4%
EPS
$1.06+18.6%
vs est $0.89
Revenue
$215M+11%
vs LY $195M
Call summary pending
Summarizing the earnings call. Arrives soon.
PT
Pattern Group Inc. Series A
PTRN · After close
day-after-0.2%
EPS
$0.18
Revenue
$598M
Call summary pending
Summarizing the earnings call. Arrives soon.
GP
GPGI Inc. Class A
GPGI · After close
day-after+0.1%
beat avg +11.8%
EPS
$0.17+18.4%
vs est $0.14
Revenue
$0M
Call summary pending
Summarizing the earnings call. Arrives soon.
PO
Post Holdings Inc.
POST · After close
day-after-12.8%
beat avg +0.5%
EPS
$1.78+4.3%
vs est $1.71
Revenue
$1.9B-2%
vs LY $2.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
SY
Synaptics Incorporated Common Stock $0.001 Par Value
SYNA · After close
day-after+4.0%
beat avg +3.4%
EPS
$1.23+2.0%
vs est $1.21
Revenue
$308M+9%
vs LY $283M
Call summary pending
Summarizing the earnings call. Arrives soon.
IO
Iovance Biotherapeutics Inc.
IOVA · After close
day-after+2.1%
beat avg -1.3%
EPS
-$0.11+18.4%
vs est -$0.13
Revenue
$99M+66%
vs LY $60M
Call summary pending
Summarizing the earnings call. Arrives soon.
Arteris
AIP · After close
day-after-5.8%
miss avg -14.9%
EPS
-$0.10-140.0%
vs est -$0.04
Call summary pending
Summarizing the earnings call. Arrives soon.

Wed 8/5 · 154

Eli Lilly and Company
LLY · Pre-market
day-after+4.9%
beat avg +3.8%
EPS
$8.38+27.3%
vs est $6.58
Revenue
$23.0B+48%
vs LY $15.6B
Strong revenue growth driven by obesity drugs and upward revision of annual guidance
Positives
  • ▲Rapid Revenue Growth in Obesity Drugs
  • ▲Improved Profitability and Guidance Hike
  • ▲Pipeline and Business Expansion
Concerns
  • ▼Pressure on Net Income from One-time Charges
  • ▼Continued Decline in Realized Prices
“Lilly's momentum continues, as we delivered 48% revenue growth and raised our full-year guidance.”
· David A. Ricks (CEO)
Shopify
SHOP · Pre-market
day-after+17.0%
beat avg +4.9%
EPS
$0.42+5.0%
vs est $0.40
Strong 30%+ growth in GMV and revenue with improved profitability
Positives
  • ▲Broad-based 30%+ growth
  • ▲Improved profitability metrics
  • ▲Expansion in payments and offline
Concerns
  • ▼Slower growth in subscription solutions
  • ▼Rising operating expenses
“This marks our fifth straight quarter of GMV growth above 30%. Of all the numbers, our GMV is the one worth repeating. Our merchants processed $116 billion this quarter.”
· Harley Finkelstein, President
Uber Technologies Inc.
UBER · Pre-market
day-after-5.3%
beat avg -2.3%
EPS
$1.17+40.2%
vs est $0.83
Revenue
$14.2B+12%
vs LY $12.7B
Solid gross bookings growth and expansion of autonomous ecosystem
Positives
  • ▲Strong Bookings and Earnings Growth
  • ▲Improved Cash Flow and EPS
  • ▲Expansion of User Base and Engagement
Concerns
  • ▼Intensifying Competition in Brazil
  • ▼Deceleration in Revenue Growth
  • ▼Regulatory and Operational Risks in AV
“Gross bookings were 22% year-over-year to more than $58 billion, above the high end of our guidance and marking our fourth consecutive quarter above 20% growth.”
· Dara Khosrowshahi, CEO
Circle Internet Group Inc. Class A
CRCL · Pre-market
day-after+0.1%
beat avg +9.8%
EPS
$0.18+13.6%
vs est $0.16
Revenue
$34M+41%
vs LY $24M
Growth in USDC circulation and expansion of Arc platform-based business
Positives
  • ▲USDC Circulation and Network Growth
  • ▲Platform and Partnership Expansion
  • ▲Competitive Edge in Regulatory Compliance
Concerns
  • ▼Profitability Metrics and Margin Pressure
  • ▼Rising Operating Expenses and Growth Gap
“USDC circulation has remained resilient. While the broader digital asset market capitalization declined approximately 40% year-over-year, USDC circulation grew 19% over the same period.”
· Jeremy Allaire, CEO
CVS Health Corporation
CVS · Pre-market
day-after-5.1%
beat avg +1.9%
EPS
$2.58+39.4%
vs est $1.85
Revenue
$106.1B+7%
vs LY $98.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
Phillips 66
PSX · Pre-market
day-after-1.6%
beat avg +1.2%
EPS
$9.41+25.4%
vs est $7.50
Revenue
$51.0B+53%
vs LY $33.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
Cencora Inc.
COR · Pre-market
day-after+3.6%
beat avg -0.5%
EPS
$4.48+3.0%
vs est $4.35
Revenue
$84.8B+5%
vs LY $80.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Iron Mountain Incorporated (Delaware)Common Stock REIT
IRM · Pre-market
day-after+1.3%
beat avg +2.5%
EPS
$0.60+7.5%
vs est $0.56
Revenue
$2.0B+19%
vs LY $1.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
MD
Medline Inc. Class A
MDLN · Pre-market
day-after-12.8%
beat avg -10.0%
EPS
$0.50+55.8%
vs est $0.32
Revenue
$7.7B+12%
vs LY $6.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
The Kraft Heinz Company
KHC · Pre-market
day-after-3.4%
beat avg -1.4%
EPS
$0.56+5.6%
vs est $0.53
Revenue
$6.3B-1%
vs LY $6.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
Global Payments Inc.
GPN · Pre-market
day-after-0.9%
beat avg +3.2%
EPS
$3.46+0.6%
vs est $3.44
Revenue
$3.3B+70%
vs LY $2.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
UT
United Therapeutics Corporation
UTHR · Pre-market
day-after+0.1%
beat avg +5.0%
EPS
$7.27+6.0%
vs est $6.86
Revenue
$783M-2%
vs LY $799M
Call summary pending
Summarizing the earnings call. Arrives soon.
NiSource Inc
NI · Pre-market
day-after-3.6%
beat avg -0.2%
EPS
$0.16+1.5%
vs est $0.16
Revenue
$1.3B+3%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Zimmer Biomet Holdings Inc.
ZBH · Pre-market
day-after+2.5%
beat avg -3.0%
EPS
$2.07+3.0%
vs est $2.01
Revenue
$2.2B+5%
vs LY $2.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
CG
The Carlyle Group Inc.
CG · Pre-market
day-after-1.6%
beat avg +1.3%
EPS
$1.07+18.0%
vs est $0.91
Revenue
$1.1B-29%
vs LY $1.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
CDW Corporation
CDW · Pre-market
day-after-9.0%
beat avg +0.6%
EPS
$2.91+4.0%
vs est $2.80
Revenue
$6.6B+10%
vs LY $6.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
WM
Warner Music Group Corp. Class A
WMG · Pre-market
day-after+0.8%
beat avg -2.2%
EPS
$0.51+31.2%
vs est $0.39
Revenue
$1.9B+10%
vs LY $1.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Charles River Laboratories International Inc.
CRL · Pre-market
day-after+11.4%
beat avg +2.2%
EPS
$3.02+10.3%
vs est $2.74
Revenue
$1.0B-3%
vs LY $1.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
DT
Dynatrace Inc.
DT · Pre-market
day-after+11.3%
beat avg +1.5%
EPS
$0.48+8.2%
vs est $0.44
Revenue
$555M+16%
vs LY $477M
Call summary pending
Summarizing the earnings call. Arrives soon.
BW
BorgWarner Inc.
BWA · Pre-market
day-after+5.9%
beat avg +4.3%
EPS
$1.42+11.5%
vs est $1.27
Revenue
$3.6B+0%
vs LY $3.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
EL
Elanco Animal Health Incorporated
ELAN · Pre-market
day-after+2.4%
beat avg +12.0%
EPS
$0.34+26.5%
vs est $0.27
Revenue
$1.4B+10%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
OC
Owens Corning Inc Common Stock New
OC · Pre-market
day-after+4.8%
beat avg -1.8%
EPS
$3.93+26.9%
vs est $3.10
Revenue
$2.8B+0%
vs LY $2.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
NY
New York Times Company (The)
NYT · Pre-market
day-after-13.4%
beat avg -0.9%
EPS
$0.69+3.6%
vs est $0.67
Revenue
$762M+11%
vs LY $686M
Call summary pending
Summarizing the earnings call. Arrives soon.
KY
Kymera Therapeutics Inc.
KYMR · Pre-market
day-after+1.0%
beat avg -0.4%
EPS
-$0.62+16.0%
vs est -$0.74
Revenue
$65M+466%
vs LY $11M
Call summary pending
Summarizing the earnings call. Arrives soon.
LI
Lineage Inc.
LINE · Pre-market
day-after-2.0%
beat avg +1.8%
EPS
-$0.11+49.9%
vs est -$0.22
Revenue
$1.4B+1%
vs LY $1.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
NN
NNN REIT Inc.
NNN · Pre-market
day-after+0.4%
beat avg -0.7%
EPS
$0.51+0.1%
vs est $0.51
Revenue
$244M+8%
vs LY $227M
Call summary pending
Summarizing the earnings call. Arrives soon.
PR
Primo Brands Corporation Class A
PRMB · Pre-market
day-after+8.7%
beat avg +0.1%
EPS
$0.37+10.6%
vs est $0.33
Revenue
$1.8B+4%
vs LY $1.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
CW
Clearway Energy Inc. Class C
CWEN · Pre-market
day-after-1.7%
beat avg -0.2%
EPS
$1.15+72.8%
vs est $0.66
Revenue
$481M+23%
vs LY $392M
Call summary pending
Summarizing the earnings call. Arrives soon.
SW
Southwest Gas Holdings Inc. Common Stock (DE)
SWX · Pre-market
day-after+1.8%
beat avg -1.0%
EPS
$0.45+3.4%
vs est $0.44
Call summary pending
Summarizing the earnings call. Arrives soon.
NO
Novanta Inc.
NOVT · Pre-market
day-after-4.0%
beat avg -0.4%
EPS
$0.89+7.2%
vs est $0.83
Revenue
$266M+10%
vs LY $241M
Call summary pending
Summarizing the earnings call. Arrives soon.
MU
Murphy Oil Corporation
MUR · Pre-market
day-after-6.1%
miss avg -4.1%
EPS
$1.55-2.2%
vs est $1.58
Revenue
$926M+36%
vs LY $683M
Call summary pending
Summarizing the earnings call. Arrives soon.
LP
Louisiana-Pacific Corporation
LPX · Pre-market
day-after+0.7%
miss avg -3.2%
EPS
$0.40-29.7%
vs est $0.57
Revenue
$664M-12%
vs LY $755M
Call summary pending
Summarizing the earnings call. Arrives soon.
CH
Choice Hotels International Inc.
CHH · Pre-market
day-after+2.9%
beat avg +0.0%
EPS
$2.02+2.8%
vs est $1.97
Revenue
$441M+3%
vs LY $426M
Call summary pending
Summarizing the earnings call. Arrives soon.
SR
Spire Inc.
SR · Pre-market
day-after+1.5%
beat avg +0.6%
EPS
-$0.26+12.9%
vs est -$0.30
Call summary pending
Summarizing the earnings call. Arrives soon.
VS
Vishay Intertechnology Inc.
VSH · Pre-market
day-after-14.6%
beat avg -2.3%
EPS
$0.19+34.2%
vs est $0.14
Revenue
$889M+17%
vs LY $762M
Call summary pending
Summarizing the earnings call. Arrives soon.
BC
Brinks Company (The)
BCO · Pre-market
day-after-1.9%
beat avg +3.0%
EPS
$2.13+4.4%
vs est $2.04
Revenue
$1.4B+7%
vs LY $1.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
GL
Galaxy Digital Inc. Class A
GLXY · Pre-market
day-after-13.9%
beat avg -0.2%
EPS
-$0.09+68.2%
vs est -$0.28
Revenue
$8.6B-1%
vs LY $8.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
VV
Valvoline Inc.
VVV · Pre-market
day-after-5.9%
beat avg +1.0%
EPS
$0.57+13.6%
vs est $0.50
Revenue
$545M+24%
vs LY $439M
Call summary pending
Summarizing the earnings call. Arrives soon.
DK
Delek US Holdings Inc.
DK · Pre-market
day-after-9.7%
beat avg +1.2%
EPS
$5.48+107.8%
vs est $2.64
Revenue
$4.1B+48%
vs LY $2.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
BA
Atlanta Braves Holdings Inc. Series A
BATRA · Pre-market
day-after-3.7%
EPS
-$0.19
Revenue
$305M-2%
vs LY $312M
Call summary pending
Summarizing the earnings call. Arrives soon.
FR
Freshpet Inc.
FRPT · Pre-market
day-after+14.6%
beat avg +9.1%
EPS
$0.29+30.3%
vs est $0.22
Revenue
$306M+15%
vs LY $265M
Call summary pending
Summarizing the earnings call. Arrives soon.
HG
Hagerty Inc. Class A
HGTY · Pre-market
day-after+15.4%
beat avg +4.6%
EPS
-$0.02+77.2%
vs est -$0.09
Revenue
$81M-57%
vs LY $188M
Call summary pending
Summarizing the earnings call. Arrives soon.
Sandisk Corporation
SNDK · After close
day-after-6.8%
beat avg +4.0%
EPS
$39.25+13.7%
vs est $34.52
Revenue
$9.0B+372%
vs LY $1.9B
Rapid revenue growth led by datacenter and expansion of New Business Models
Positives
  • ▲Explosive growth in Datacenter segment
  • ▲Margin expansion and operating leverage
  • ▲Securing long-term demand via NBMs
Concerns
  • ▼Decline in Consumer segment revenue
  • ▼Higher inventory levels and limited bit growth
“We delivered record revenue, gross margin, and earnings per share, each above the high end of our guidance, and repurchased $4.5 billion of company stock.”
· David Goeckeler, CEO
Western Digital Corporation
WDC · After close
day-after-13.0%
beat avg -1.3%
EPS
$3.56+7.9%
vs est $3.30
Revenue
$3.7B+44%
vs LY $2.6B
Revenue surged 44% driven by data center demand with significant margin expansion
Positives
  • ▲Strong growth in Cloud segment
  • ▲Significant improvement in profitability
  • ▲Robust cash flow and shareholder returns
Concerns
  • ▼Deceleration in exabyte shipment growth
“In our fiscal fourth quarter, revenue increased 44% year over year, gross and operating margins expanded, and earnings per share more than doubled.”
· Irving Tan, CEO
Applovin Corporation Class A
APP · After close
day-after-19.7%
beat avg +9.5%
EPS
$3.76+0.4%
vs est $3.74
Revenue
$1.9B+53%
vs LY $1.3B
Strong 53% revenue growth and expanded adjusted EBITDA margin
Positives
  • ▲Significant revenue and profit growth
  • ▲Improved adjusted EBITDA profitability
  • ▲Strong cash flow generation
Concerns
  • ▼Rising accounts receivable
  • ▼Rapid growth in stock-based compensation
DoorDash Inc. Class A
DASH · After close
day-after+2.9%
miss avg -4.6%
EPS
$0.46-2.4%
vs est $0.47
Revenue
$4.5B+36%
vs LY $3.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
IonQ Inc.
IONQ · After close
day-after-0.5%
miss avg +1.3%
EPS
-$5.08-748.6%
vs est -$0.60
Revenue
$80M+287%
vs LY $21M
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)
NuScale Power Corporation Class A
SMR · After close
day-after+1.0%
beat avg +10.3%
EPS
-$0.13+0.9%
vs est -$0.13
Revenue
$0M-99%
vs LY $8M
Securing liquidity and supply chain readiness for commercial deployment
Positives
  • ▲Strong Liquidity Position
  • ▲Supply Chain and Technical Readiness
  • ▲Progress on Global Projects
Concerns
  • ▼Revenue Decline and Operational Slowdown
  • ▼Rising Costs Impacting Profitability
“We closed Q2 with approximately $1.9 billion in cash equivalents, and investments, an increase of $900 million since March 31st, 2026.”
· John Hopkins, CEO
Redwire
RDW · After close
day-after+10.3%
beat avg -1.2%
EPS
-$0.09+30.8%
vs est -$0.13
Record revenue and backlog growth with strengthened balance sheet
Positives
  • ▲Record Revenue and Backlog
  • ▲Improved Profitability and Liquidity
  • ▲Strong Defense Tech Bookings
Concerns
  • ▼No Guidance Hike and Margin Outlook
  • ▼Persistent Operating Losses and R&D Costs
  • ▼Dilution and Capital Structure Changes
“We are reaffirming our full year 2026 revenue forecast in the range of $450 million-$500 million, which represents a 41.6% year-over-year growth at the midpoint.”
· Chris Edmonds, CFO
Walt Disney Company (The)
DIS · After close
day-after+2.9%
beat avg +2.3%
EPS
$2.06+11.1%
vs est $1.85
Revenue
$25.2B+7%
vs LY $23.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
McKesson Corporation
MCK · After close
day-after-0.7%
beat avg +0.1%
EPS
$9.93+4.1%
vs est $9.54
Revenue
$105.4B+8%
vs LY $97.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
ME
MercadoLibre
MELI · After close
day-after-4.8%
beat avg +2.4%
EPS
$9.19+3.4%
vs est $8.89
Call summary pending
Summarizing the earnings call. Arrives soon.
Motorola Solutions Inc.
MSI · After close
day-after+8.2%
beat avg +0.8%
EPS
$4.41+14.4%
vs est $3.85
Revenue
$3.1B+13%
vs LY $2.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
Allstate Corporation (The)
ALL · After close
day-after+4.0%
beat avg +1.7%
EPS
$8.99+48.0%
vs est $6.07
Revenue
$18.6B+12%
vs LY $16.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
MetLife Inc.
MET · After close
day-after+3.8%
beat avg -0.8%
EPS
$2.43+6.2%
vs est $2.29
Revenue
$724M+20%
vs LY $604M
Call summary pending
Summarizing the earnings call. Arrives soon.
Occidental Petroleum Corporation
OXY · After close
day-after+4.1%
beat avg +2.5%
EPS
$2.40+29.0%
vs est $1.86
Revenue
$7.1B+12%
vs LY $6.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
Realty Income Corporation
O · After close
day-after-0.5%
miss avg -0.8%
EPS
$0.37-12.7%
vs est $0.42
Revenue
$1.5B+10%
vs LY $1.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
Block Inc. Class A
XYZ · After close
day-after-6.2%
beat avg +4.6%
EPS
$1.02+16.7%
vs est $0.87
Revenue
$6.6B+9%
vs LY $6.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Axon Enterprise Inc.
AXON · After close
day-after-14.3%
beat avg +10.8%
EPS
$1.88+2.0%
vs est $1.84
Revenue
$904M+35%
vs LY $669M
Call summary pending
Summarizing the earnings call. Arrives soon.
eBay Inc.
EBAY · After close
day-after-0.9%
beat avg -0.8%
EPS
$1.60+6.2%
vs est $1.51
Revenue
$3.1B+15%
vs LY $2.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
RV
Revolution Medicines Inc.
RVMD · After close
day-after+0.3%
miss avg +0.0%
EPS
-$3.06-48.8%
vs est -$2.06
Call summary pending
Summarizing the earnings call. Arrives soon.
Expedia Group Inc.
EXPE · After close
day-after-4.1%
beat avg +1.0%
EPS
$5.76+9.7%
vs est $5.25
Revenue
$4.3B+14%
vs LY $3.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
Atmos Energy Corporation
ATO · After close
day-after-0.1%
beat avg +0.5%
EPS
$1.43+5.6%
vs est $1.35
Revenue
$879M+5%
vs LY $839M
Call summary pending
Summarizing the earnings call. Arrives soon.
Corpay Inc.
CPAY · After close
day-after+0.9%
beat avg +3.6%
EPS
$7.00+6.3%
vs est $6.58
Revenue
$1.3B+21%
vs LY $1.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Texas Pacific Land Corporation
TPL · After close
day-after-6.9%
beat avg +0.0%
EPS
$2.23+2.1%
vs est $2.18
Revenue
$246M+31%
vs LY $188M
Call summary pending
Summarizing the earnings call. Arrives soon.
STERIS plc (Ireland) Ordinary Shares
STE · After close
day-after-0.4%
beat avg +1.5%
EPS
$2.59+3.9%
vs est $2.49
Revenue
$1.5B+7%
vs LY $1.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
RG
Royal Gold Inc.
RGLD · After close
day-after+1.4%
beat avg +0.0%
EPS
$2.56+0.8%
vs est $2.54
Revenue
$451M+115%
vs LY $210M
Call summary pending
Summarizing the earnings call. Arrives soon.
CD
Coeur Mining Inc.
CDE · After close
day-after-10.2%
miss avg -2.4%
EPS
$0.12-54.1%
vs est $0.26
Revenue
$1.1B+126%
vs LY $481M
Call summary pending
Summarizing the earnings call. Arrives soon.
PR
Permian Resources Corporation Class A
PR · After close
day-after+2.5%
beat avg +0.9%
EPS
$0.69+16.9%
vs est $0.59
Revenue
$1.9B+55%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
CF Industries Holdings Inc.
CF · After close
day-after+0.0%
miss avg -3.5%
EPS
$4.73-15.1%
vs est $5.57
Revenue
$2.2B+18%
vs LY $1.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
News Corporation Class B
NWS · After close
day-after+2.2%
beat avg +1.4%
EPS
$0.35+51.2%
vs est $0.23
Revenue
$2.3B+11%
vs LY $2.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
MK
MKS Inc.
MKSI · After close
day-after-7.0%
beat avg +3.1%
EPS
$3.30+11.4%
vs est $2.96
Revenue
$1.2B+28%
vs LY $973M
Call summary pending
Summarizing the earnings call. Arrives soon.
SI
SiTime Corporation
SITM · After close
day-after+26.6%
beat avg +9.8%
EPS
$2.34+19.7%
vs est $1.95
Revenue
$157M+127%
vs LY $69M
Call summary pending
Summarizing the earnings call. Arrives soon.
Albemarle Corporation
ALB · After close
day-after+5.5%
beat avg +2.2%
EPS
$3.75+15.7%
vs est $3.24
Revenue
$1.7B+31%
vs LY $1.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
Host Hotels & Resorts Inc.
HST · After close
day-after-7.0%
beat avg -0.4%
EPS
$0.35+4.4%
vs est $0.34
Revenue
$1.6B+3%
vs LY $1.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
Solventum Corporation
SOLV · After close
day-after-5.2%
beat avg +0.3%
EPS
$2.55+33.8%
vs est $1.91
Revenue
$2.2B+2%
vs LY $2.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
APA Corporation
APA · After close
day-after+5.4%
beat avg +1.3%
EPS
$1.89+1.0%
vs est $1.87
Call summary pending
Summarizing the earnings call. Arrives soon.
Talen Energy Corporation
TLN · After close
day-after+2.6%
miss avg -0.7%
EPS
$2.37-30.0%
vs est $3.39
Revenue
$894M+119%
vs LY $409M
Call summary pending
Summarizing the earnings call. Arrives soon.
FI
Figma Inc. Class A
FIG · After close
day-after-14.8%
beat avg -2.0%
EPS
$0.08+95.6%
vs est $0.04
Revenue
$370M+48%
vs LY $250M
Call summary pending
Summarizing the earnings call. Arrives soon.
CA
CACI International Inc. Class A
CACI · After close
day-after+21.4%
beat avg +5.8%
EPS
$8.91+23.2%
vs est $7.23
Revenue
$2.7B+18%
vs LY $2.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
UH
U-Haul Holding Company
UHAL · After close
day-after+1.4%
miss avg +1.9%
EPS
$0.58-10.8%
vs est $0.65
Revenue
$237M+2%
vs LY $232M
Call summary pending
Summarizing the earnings call. Arrives soon.
EX
Exelixis Inc.
EXEL · After close
day-after-7.9%
beat avg +3.1%
EPS
$0.91+4.8%
vs est $0.87
Revenue
$629M+11%
vs LY $568M
Call summary pending
Summarizing the earnings call. Arrives soon.
CO
Coca-Cola Consolidated Inc.
COKE · After close
day-after+1.9%
Revenue
$2.1B+11%
vs LY $1.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
FN
Fidelity National Financial Inc.
FNF · After close
day-after+2.8%
beat avg +3.5%
EPS
$1.39+5.4%
vs est $1.32
Revenue
$604M+10%
vs LY $547M
Call summary pending
Summarizing the earnings call. Arrives soon.
WT
Watts Water Technologies Inc. Class A
WTS · After close
day-after+3.6%
beat avg +1.0%
EPS
$3.66+9.7%
vs est $3.34
Revenue
$763M+19%
vs LY $644M
Call summary pending
Summarizing the earnings call. Arrives soon.
CH
Chime Financial Inc. Class A
CHYM · After close
day-after+20.6%
beat avg +4.1%
EPS
$0.07+345.3%
vs est $0.02
Revenue
$670M+27%
vs LY $528M
Call summary pending
Summarizing the earnings call. Arrives soon.
HU
HubSpot Inc.
HUBS · After close
day-after-19.1%
beat avg -4.4%
EPS
$3.26+8.1%
vs est $3.02
Revenue
$912M+20%
vs LY $761M
Call summary pending
Summarizing the earnings call. Arrives soon.
EH
Encompass Health Corporation
EHC · After close
day-after+12.6%
beat avg +3.2%
EPS
$1.55+4.8%
vs est $1.48
Revenue
$1.6B+10%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
WT
Essential Utilities Inc.
WTRG · After close
day-after+0.7%
miss avg -0.1%
EPS
$0.37-3.9%
vs est $0.39
Revenue
$531M+3%
vs LY $515M
Call summary pending
Summarizing the earnings call. Arrives soon.
TT
TTM Technologies Inc.
TTMI · After close
day-after+3.9%
beat avg +6.3%
EPS
$0.99+10.3%
vs est $0.90
Revenue
$1.0B+37%
vs LY $731M
Call summary pending
Summarizing the earnings call. Arrives soon.
RR
Regal Rexnord Corporation
RRX · After close
day-after-2.3%
beat avg +1.2%
EPS
$2.99+15.7%
vs est $2.58
Revenue
$1.6B+4%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
MU
Murphy USA Inc.
MUSA · After close
day-after-7.7%
beat avg -0.5%
EPS
$11.24+12.2%
vs est $10.02
Revenue
$6.8B+36%
vs LY $5.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
PA
Paycom Software Inc.
PAYC · After close
day-after+23.6%
beat avg +1.9%
EPS
$2.78+16.8%
vs est $2.38
Revenue
$531M+10%
vs LY $484M
Call summary pending
Summarizing the earnings call. Arrives soon.
Insulet Corporation
PODD · After close
day-after+4.5%
beat avg +3.5%
EPS
$1.66+14.3%
vs est $1.45
Revenue
$802M+24%
vs LY $649M
Call summary pending
Summarizing the earnings call. Arrives soon.
PT
Protagonist Therapeutics Inc.
PTGX · After close
day-after+6.5%
beat avg +2.8%
EPS
$2.29+18.7%
vs est $1.93
Revenue
$213M
Call summary pending
Summarizing the earnings call. Arrives soon.
CG
Cognex Corporation
CGNX · After close
day-after-4.7%
beat avg +0.7%
EPS
$0.45+5.9%
vs est $0.42
Revenue
$291M+17%
vs LY $249M
Call summary pending
Summarizing the earnings call. Arrives soon.
PR
Primerica Inc.
PRI · After close
day-after+1.8%
beat avg -0.5%
EPS
$6.41+6.6%
vs est $6.01
Revenue
$865M+9%
vs LY $793M
Call summary pending
Summarizing the earnings call. Arrives soon.
PC
Vaxcyte Inc.
PCVX · After close
day-after+5.3%
beat avg +0.1%
EPS
-$1.97+6.1%
vs est -$2.10
Call summary pending
Summarizing the earnings call. Arrives soon.
VI
Viavi Solutions Inc.
VIAV · After close
day-after+4.3%
beat avg +7.0%
EPS
$0.34+13.9%
vs est $0.30
Revenue
$443M+53%
vs LY $291M
Call summary pending
Summarizing the earnings call. Arrives soon.
SM
SM Energy Company
SM · After close
day-after-1.1%
beat avg +0.1%
EPS
$2.19+12.1%
vs est $1.95
Revenue
$2.5B+215%
vs LY $793M
Call summary pending
Summarizing the earnings call. Arrives soon.
ZG
Zillow Group Inc. Class A
ZG · After close
day-after-8.5%
beat avg +2.6%
EPS
$0.52+14.9%
vs est $0.45
Revenue
$772M+18%
vs LY $655M
Call summary pending
Summarizing the earnings call. Arrives soon.
SN
StoneX Group Inc.
SNEX · After close
day-after-12.2%
beat avg -0.7%
EPS
$1.04+26.6%
vs est $0.82
Revenue
$815M-4%
vs LY $851M
Call summary pending
Summarizing the earnings call. Arrives soon.
UG
UGI Corporation
UGI · After close
day-after-3.5%
miss avg -5.7%
EPS
-$0.20-53.9%
vs est -$0.13
Revenue
$1.3B-4%
vs LY $1.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
ET
Etsy Inc.
ETSY · After close
day-after-4.2%
miss avg -5.2%
EPS
-$0.36-149.1%
vs est $0.73
Revenue
$668M-1%
vs LY $673M
Call summary pending
Summarizing the earnings call. Arrives soon.
CH
Chord Energy Corporation
CHRD · After close
day-after+2.0%
miss avg -1.0%
EPS
$6.44-1.2%
vs est $6.52
Revenue
$2.2B+84%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
WU
TeraWulf Inc.
WULF · After close
day-after-2.5%
miss avg -3.9%
EPS
-$0.33-23.6%
vs est -$0.27
Revenue
$45M-6%
vs LY $48M
Call summary pending
Summarizing the earnings call. Arrives soon.
TR
Terreno Realty Corporation
TRNO · After close
day-after-1.9%
beat avg +1.4%
EPS
$0.65+58.6%
vs est $0.41
Revenue
$125M+11%
vs LY $112M
Call summary pending
Summarizing the earnings call. Arrives soon.
CA
Caris Life Sciences Inc.
CAI · After close
day-after+21.6%
miss avg +13.6%
EPS
$0.00-100.0%
vs est $0.01
Revenue
$264M+45%
vs LY $181M
Call summary pending
Summarizing the earnings call. Arrives soon.
BR
Dutch Bros Inc. Class A
BROS · After close
day-after-18.8%
beat avg +4.5%
EPS
$0.33+11.2%
vs est $0.30
Revenue
$551M+32%
vs LY $416M
Call summary pending
Summarizing the earnings call. Arrives soon.
VC
Victory Capital Holdings Inc. Class A
VCTR · After close
day-after+6.8%
beat avg +3.2%
EPS
$2.21+23.1%
vs est $1.79
Revenue
$435M+24%
vs LY $351M
Call summary pending
Summarizing the earnings call. Arrives soon.
AC
Arcosa Inc. Common Stock
ACA · After close
day-after-0.3%
miss avg -4.4%
EPS
$1.13-4.5%
vs est $1.18
Revenue
$659M-11%
vs LY $737M
Call summary pending
Summarizing the earnings call. Arrives soon.
MT
Matador Resources Company
MTDR · After close
day-after+3.5%
beat avg -1.0%
EPS
$2.61+24.6%
vs est $2.09
Revenue
$1.2B+27%
vs LY $926M
Call summary pending
Summarizing the earnings call. Arrives soon.
JO
Joby Aviation Inc.
JOBY · After close
day-after+5.5%
miss avg +2.2%
EPS
-$0.25-6.6%
vs est -$0.23
Revenue
$39M
Call summary pending
Summarizing the earnings call. Arrives soon.
AV
Avnet Inc.
AVT · After close
day-after-0.4%
beat avg +0.4%
EPS
$2.28+28.8%
vs est $1.77
Revenue
$8.3B+48%
vs LY $5.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
DU
Duolingo Inc. Class A
DUOL · After close
day-after-9.4%
miss avg -11.5%
EPS
$1.24-19.7%
vs est $1.54
Revenue
$298M+18%
vs LY $252M
Call summary pending
Summarizing the earnings call. Arrives soon.
AC
Enact Holdings Inc.
ACT · After close
day-after+1.8%
beat avg +1.0%
EPS
$1.26+6.1%
vs est $1.19
Revenue
$317M+4%
vs LY $305M
Call summary pending
Summarizing the earnings call. Arrives soon.
OR
Ormat Technologies Inc.
ORA · After close
day-after+9.6%
beat avg +1.4%
EPS
$0.50+92.7%
vs est $0.26
Revenue
$259M+11%
vs LY $234M
Call summary pending
Summarizing the earnings call. Arrives soon.
MG
Magnolia Oil & Gas Corporation Class A
MGY · After close
day-after+4.3%
beat avg +0.5%
EPS
$0.99+5.2%
vs est $0.94
Revenue
$479M+50%
vs LY $319M
Call summary pending
Summarizing the earnings call. Arrives soon.
RY
Rayonier Inc. REIT
RYN · After close
day-after-2.7%
beat avg +2.8%
EPS
$0.10+0.7%
vs est $0.10
Call summary pending
Summarizing the earnings call. Arrives soon.
EL
e.l.f. Beauty Inc.
ELF · After close
day-after+6.9%
beat avg -2.5%
EPS
$1.75+143.9%
vs est $0.72
Revenue
$479M+36%
vs LY $354M
Call summary pending
Summarizing the earnings call. Arrives soon.
VS
VSE Corporation
VSEC · After close
day-after+4.5%
beat avg +3.0%
EPS
$1.75+87.5%
vs est $0.93
Revenue
$449M+65%
vs LY $272M
Call summary pending
Summarizing the earnings call. Arrives soon.
MI
Mirum Pharmaceuticals Inc.
MIRM · After close
day-after-11.0%
miss avg -3.1%
EPS
-$0.80-7.4%
vs est -$0.75
Revenue
$176M+38%
vs LY $128M
Call summary pending
Summarizing the earnings call. Arrives soon.
HC
Warrior Met Coal Inc.
HCC · After close
day-after+6.3%
beat avg +3.2%
EPS
$1.65+13.3%
vs est $1.46
Revenue
$510M+71%
vs LY $298M
Call summary pending
Summarizing the earnings call. Arrives soon.
RE
Remitly Global Inc.
RELY · After close
day-after+7.7%
beat avg +2.7%
EPS
$1.12+256.9%
vs est $0.31
Revenue
$495M+20%
vs LY $412M
Call summary pending
Summarizing the earnings call. Arrives soon.
OB
Blue Owl Capital Corporation
OBDC · After close
day-after+3.1%
beat avg +0.5%
EPS
$0.36+10.9%
vs est $0.32
Call summary pending
Summarizing the earnings call. Arrives soon.
CR
Cirrus Logic Inc.
CRUS · After close
day-after-4.6%
beat avg +2.0%
EPS
$1.84+1.4%
vs est $1.81
Revenue
$460M+13%
vs LY $407M
Call summary pending
Summarizing the earnings call. Arrives soon.
BK
Black Hills Corporation
BKH · After close
day-after+1.4%
beat avg +2.0%
EPS
$0.54+33.3%
vs est $0.41
Revenue
$441M+1%
vs LY $436M
Call summary pending
Summarizing the earnings call. Arrives soon.
KV
Klaviyo Inc. Series A
KVYO · After close
day-after-13.3%
miss avg -13.3%
EPS
$0.19-0.2%
vs est $0.19
Revenue
$371M+26%
vs LY $293M
Call summary pending
Summarizing the earnings call. Arrives soon.
AR
Archrock Inc.
AROC · After close
day-after-1.7%
miss avg -1.2%
EPS
$0.38-22.8%
vs est $0.49
Revenue
$371M-3%
vs LY $383M
Call summary pending
Summarizing the earnings call. Arrives soon.
OU
OUTFRONT Media Inc.
OUT · After close
day-after-2.7%
beat avg +4.0%
EPS
$0.45+21.0%
vs est $0.37
Revenue
$523M+14%
vs LY $460M
Call summary pending
Summarizing the earnings call. Arrives soon.
SY
Symbotic Inc. Class A
SYM · After close
day-after-14.9%
beat avg +2.1%
EPS
$0.41+220.6%
vs est $0.13
Revenue
$721M+22%
vs LY $592M
Call summary pending
Summarizing the earnings call. Arrives soon.
OT
Blue Owl Technology Finance Corp.
OTF · After close
day-after+8.7%
miss avg +8.7%
EPS
$0.30-0.1%
vs est $0.30
Call summary pending
Summarizing the earnings call. Arrives soon.
RD
Radian Group Inc.
RDN · After close
day-after-7.4%
miss avg -7.4%
EPS
$1.14-15.7%
vs est $1.35
Revenue
$575M+81%
vs LY $318M
Call summary pending
Summarizing the earnings call. Arrives soon.
TP
Tutor Perini Corporation
TPC · After close
day-after+13.3%
beat avg +11.3%
EPS
$1.74+37.6%
vs est $1.26
Revenue
$1.6B+19%
vs LY $1.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
GF
Griffon Corporation
GFF · After close
day-after+3.4%
beat avg -0.4%
EPS
$1.51+12.6%
vs est $1.34
Revenue
$481M-22%
vs LY $614M
Call summary pending
Summarizing the earnings call. Arrives soon.
BL
BillionToOne Inc. Class A
BLLN · After close
day-after-38.9%
beat avg -22.1%
EPS
$0.36+124.3%
vs est $0.16
Revenue
$109M+64%
vs LY $67M
Call summary pending
Summarizing the earnings call. Arrives soon.
DA
Dave Inc. Class A
DAVE · After close
day-after-15.1%
beat avg +2.9%
EPS
$4.12+7.3%
vs est $3.84
Revenue
$171M+30%
vs LY $132M
Call summary pending
Summarizing the earnings call. Arrives soon.
EL
Enliven Therapeutics Inc.
ELVN · After close
day-after+0.9%
miss avg -1.5%
EPS
-$0.49-29.8%
vs est -$0.38
Call summary pending
Summarizing the earnings call. Arrives soon.
NV
Envista Holdings Corporation
NVST · After close
day-after-4.4%
beat avg +4.1%
EPS
$0.41+22.1%
vs est $0.34
Revenue
$731M+7%
vs LY $682M
Call summary pending
Summarizing the earnings call. Arrives soon.
MI
Miami International Holdings Inc.
MIAX · After close
day-after-1.1%
beat avg +2.0%
EPS
$0.48+17.6%
vs est $0.41
Revenue
$388M+18%
vs LY $328M
Call summary pending
Summarizing the earnings call. Arrives soon.
HP
Helmerich & Payne Inc.
HP · After close
day-after+11.4%
miss avg -2.6%
EPS
-$0.11-210.5%
vs est $0.10
Revenue
$987M-5%
vs LY $1.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
DI
Diodes Incorporated
DIOD · After close
day-after+15.3%
beat avg +9.3%
EPS
$0.70+15.7%
vs est $0.61
Revenue
$446M+22%
vs LY $366M
Call summary pending
Summarizing the earnings call. Arrives soon.
HH
Howard Hughes Holdings Inc.
HHH · After close
day-after+3.6%
beat avg +2.3%
EPS
$2.68+170.1%
vs est $0.99
Revenue
$1.1B+330%
vs LY $261M
Call summary pending
Summarizing the earnings call. Arrives soon.
MW
MUELLER WATER PRODUCTS
MWA · After close
day-after+2.6%
beat avg +3.9%
EPS
$0.50+27.4%
vs est $0.39
Revenue
$396M+4%
vs LY $380M
Call summary pending
Summarizing the earnings call. Arrives soon.
PT
Pattern Group Inc. Series A
PTRN · After close
day-after-6.5%
beat avg -6.9%
EPS
$0.16+34.9%
vs est $0.12
Revenue
$877M+47%
vs LY $598M
Call summary pending
Summarizing the earnings call. Arrives soon.
RC
Arcus Biosciences Inc.
RCUS · After close
day-after+2.3%
beat avg +2.2%
EPS
-$0.72+11.6%
vs est -$0.81
Revenue
$33M+313%
vs LY $8M
Call summary pending
Summarizing the earnings call. Arrives soon.
GN
Genworth Financial Inc
GNW · After close
day-after+0.2%
beat avg +1.3%
EPS
$0.29+7.4%
vs est $0.27
Revenue
$1.9B+6%
vs LY $1.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
PA
Par Pacific Holdings Inc.
PARR · After close
day-after-1.4%
beat avg +0.2%
EPS
$10.10+23.9%
vs est $8.15
Revenue
$3.0B+57%
vs LY $1.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
FS
Fastly Inc. Class A
FSLY · After close
day-after-12.9%
beat avg +3.3%
EPS
$0.15+126.3%
vs est $0.07
Revenue
$183M+23%
vs LY $149M
Call summary pending
Summarizing the earnings call. Arrives soon.
AW
American States Water Company
AWR · After close
day-after+0.9%
beat avg +0.3%
EPS
$1.09+17.2%
vs est $0.93
Revenue
$181M+11%
vs LY $163M
Call summary pending
Summarizing the earnings call. Arrives soon.
SE
Solaris Energy Infrastructure Inc. Class A
SEI · After close
day-after+2.6%
beat avg +5.4%
EPS
$0.39+25.7%
vs est $0.31
Revenue
$114M+30%
vs LY $87M
Call summary pending
Summarizing the earnings call. Arrives soon.
Star Bulk Carriers
SBLK · After close
day-after+2.3%
beat avg +0.5%
EPS
$1.21+30.8%
vs est $0.93
Call summary pending
Summarizing the earnings call. Arrives soon.
SO
SoundHound AI, Inc.
SOUN · After close
day-after+10.1%
beat avg +3.6%
EPS
-$0.02+63.0%
vs est -$0.05
Revenue
$62M+45%
vs LY $43M
Call summary pending
Summarizing the earnings call. Arrives soon.
EE
Excelerate Energy Inc. Class A
EE · After close
day-after-1.7%
beat avg +5.1%
EPS
$0.37+7.5%
vs est $0.34
Revenue
$329M+61%
vs LY $205M
Call summary pending
Summarizing the earnings call. Arrives soon.

Tue 8/4 · 121

Novo Nordisk
NVO · Pre-market
day-after-6.0%
beat avg -2.0%
EPS
$6.18+24.0%
vs est $4.98
Obesity care sales growth and global expansion of oral Wegovy
Positives
  • ▲Strong growth in obesity care
  • ▲Successful global launch of oral Wegovy
  • ▲Accelerated pipeline development
Concerns
  • ▼Margin compression and rising costs
  • ▼Downward revision of annual guidance
  • ▼Clinical trial failure and competition
“The adjusted gross margin was realized at 78.2% compared to 82.7% in Q2 2025, reflecting lower realized prices, one-time cost of around DKK 3 billion related to right sizing of manufacturing capacity agreements.”
· Karsten Munk Knudsen (CFO)
Caterpillar Inc.
CAT · Pre-market
day-after+5.6%
beat avg +2.0%
EPS
$8.17+31.8%
vs est $6.20
Revenue
$20.5B+24%
vs LY $16.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
Merck & Company Inc. Common Stock (new)
MRK · Pre-market
day-after+0.2%
beat avg -1.0%
EPS
-$0.13+49.4%
vs est -$0.26
Revenue
$16.6B+5%
vs LY $15.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
TM
Toyota
TM · Pre-market
day-after+1.6%
beat avg +1.3%
EPS
$7.66+94.6%
vs est $3.94
Call summary pending
Summarizing the earnings call. Arrives soon.
McDonald's Corporation
MCD · Pre-market
day-after+1.2%
beat avg +0.1%
EPS
$3.38+1.8%
vs est $3.32
Revenue
$7.1B+4%
vs LY $6.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
Pfizer Inc.
PFE · Pre-market
day-after+1.5%
beat avg +0.8%
EPS
$0.77+12.9%
vs est $0.68
Revenue
$15.0B+3%
vs LY $14.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
SP
Spotify
SPOT · Pre-market
day-after-1.7%
miss avg +0.4%
EPS
$2.61-5.1%
vs est $2.75
Call summary pending
Summarizing the earnings call. Arrives soon.
Marathon Petroleum Corporation
MPC · Pre-market
day-after+1.8%
beat avg +2.0%
EPS
$17.73+27.1%
vs est $13.95
Revenue
$52.0B+54%
vs LY $33.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
Duke Energy Corporation (Holding Company)
DUK · Pre-market
day-after-0.0%
beat avg +0.5%
EPS
$1.43+9.6%
vs est $1.30
Call summary pending
Summarizing the earnings call. Arrives soon.
Emerson Electric Company
EMR · Pre-market
day-after+2.6%
beat avg +1.2%
EPS
$1.71+2.0%
vs est $1.68
Revenue
$4.9B+7%
vs LY $4.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
Cummins Inc.
CMI · Pre-market
day-after-2.0%
miss avg +0.6%
EPS
$6.73-6.1%
vs est $7.17
Revenue
$9.5B+9%
vs LY $8.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
Apollo Global Management Inc. (New)
APO · Pre-market
day-after+2.9%
miss avg +1.1%
EPS
$2.11-2.2%
vs est $2.16
Revenue
$11.2B+64%
vs LY $6.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
Transdigm Group Incorporated
TDG · Pre-market
day-after-0.8%
beat avg -0.7%
EPS
$10.87+5.5%
vs est $10.30
Revenue
$2.7B+23%
vs LY $2.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
W.W. Grainger Inc.
GWW · Pre-market
day-after-5.2%
beat avg +1.5%
EPS
$12.01+6.3%
vs est $11.30
Revenue
$5.0B+10%
vs LY $4.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
AMETEK Inc.
AME · Pre-market
day-after+4.2%
beat avg +0.9%
EPS
$2.09+4.8%
vs est $1.99
Revenue
$2.0B+15%
vs LY $1.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
Rockwell Automation Inc.
ROK · Pre-market
day-after-7.4%
beat avg +0.6%
EPS
$3.49+3.1%
vs est $3.38
Revenue
$2.3B+8%
vs LY $2.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
IDEXX Laboratories Inc.
IDXX · Pre-market
day-after+3.6%
beat avg +4.8%
EPS
$4.27+8.5%
vs est $3.93
Revenue
$1.2B+10%
vs LY $1.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Waters Corporation
WAT · Pre-market
day-after+5.7%
beat avg +2.7%
EPS
$3.05+1.4%
vs est $3.01
Revenue
$1.6B+113%
vs LY $771M
Call summary pending
Summarizing the earnings call. Arrives soon.
Archer-Daniels-Midland Company
ADM · Pre-market
day-after+2.3%
beat avg +0.7%
EPS
$1.84+28.0%
vs est $1.44
Revenue
$6.4B+1%
vs LY $6.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
Kimberly-Clark Corporation
KMB · Pre-market
day-after+3.7%
beat avg +0.4%
EPS
$2.12+5.7%
vs est $2.01
Revenue
$4.2B+1%
vs LY $4.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Public Service Enterprise Group Incorporated
PEG · Pre-market
day-after-0.5%
beat avg -0.8%
EPS
$0.86+7.7%
vs est $0.80
Revenue
$2.6B-9%
vs LY $2.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
Qnity Electronics Inc.
Q · Pre-market
day-after+6.3%
beat avg +4.3%
EPS
$1.19+11.0%
vs est $1.07
Revenue
$1.4B+22%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Expeditors International of Washington Inc.
EXPD · Pre-market
day-after+6.4%
beat avg +2.1%
EPS
$2.03+19.9%
vs est $1.69
Revenue
$3.5B+32%
vs LY $2.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
NRG Energy Inc.
NRG · Pre-market
day-after-15.5%
miss avg -3.6%
EPS
$1.49-14.4%
vs est $1.74
Revenue
$7.3B+10%
vs LY $6.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Broadridge Financial Solutions Inc.
BR · Pre-market
day-after+7.0%
beat avg +0.9%
EPS
$3.82+1.7%
vs est $3.76
Revenue
$2.2B+7%
vs LY $2.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Fidelity National Information Services Inc.
FIS · Pre-market
day-after-1.2%
beat avg -2.5%
EPS
$1.48+0.5%
vs est $1.47
Revenue
$3.4B+29%
vs LY $2.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
EN
Entegris Inc.
ENTG · Pre-market
day-after+15.5%
beat avg -0.6%
EPS
$0.93+13.2%
vs est $0.82
Revenue
$883M+11%
vs LY $792M
Call summary pending
Summarizing the earnings call. Arrives soon.
DuPont de Nemours Inc.
DD · Pre-market
day-after+1.2%
beat avg +3.4%
EPS
$1.88+6.8%
vs est $1.76
Revenue
$1.8B-44%
vs LY $3.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
Jacobs Solutions Inc.
J · Pre-market
day-after+2.9%
beat avg -1.6%
EPS
$1.84+0.8%
vs est $1.83
Revenue
$4.1B+34%
vs LY $3.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
Leidos Holdings Inc.
LDOS · Pre-market
day-after+10.0%
beat avg +2.6%
EPS
$3.26+12.1%
vs est $2.91
Revenue
$4.5B+7%
vs LY $4.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Zebra Technologies Corporation Class A
ZBRA · Pre-market
day-after+26.5%
beat avg +3.5%
EPS
$6.35+45.1%
vs est $4.38
Revenue
$1.6B+20%
vs LY $1.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
Ball Corporation
BALL · Pre-market
day-after-2.1%
beat avg -0.2%
EPS
$1.03+4.3%
vs est $0.99
Revenue
$4.0B+20%
vs LY $3.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
Kimco Realty Corporation (HC)
KIM · Pre-market
day-after-1.6%
beat avg +0.5%
EPS
$0.22+13.5%
vs est $0.20
Revenue
$551M+5%
vs LY $525M
Call summary pending
Summarizing the earnings call. Arrives soon.
UL
UL Solutions Inc. Class A
ULS · Pre-market
day-after-14.0%
beat avg +4.0%
EPS
$0.59+5.4%
vs est $0.56
Revenue
$816M+5%
vs LY $776M
Call summary pending
Summarizing the earnings call. Arrives soon.
Revvity Inc.
RVTY · Pre-market
day-after-3.3%
beat avg +0.9%
EPS
$1.41+15.9%
vs est $1.22
Revenue
$730M+1%
vs LY $720M
Call summary pending
Summarizing the earnings call. Arrives soon.
W
Wayfair Inc. Class A
W · Pre-market
day-after+30.0%
beat avg +9.0%
EPS
$0.95+3.1%
vs est $0.92
Revenue
$3.5B+8%
vs LY $3.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
DO
DigitalOcean Holdings Inc.
DOCN · Pre-market
day-after+1.4%
beat avg +8.0%
EPS
$0.45+72.9%
vs est $0.26
Revenue
$281M+29%
vs LY $219M
Call summary pending
Summarizing the earnings call. Arrives soon.
Gartner Inc.
IT · Pre-market
day-after+22.6%
beat avg -1.5%
EPS
$4.37+17.1%
vs est $3.73
Revenue
$1.7B-1%
vs LY $1.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Pinnacle West Capital Corporation
PNW · Pre-market
day-after+0.6%
miss avg +0.7%
EPS
$1.43-2.7%
vs est $1.47
Revenue
$1.5B+7%
vs LY $1.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
Henry Schein Inc.
HSIC · Pre-market
day-after+3.0%
beat avg +2.1%
EPS
$1.27+2.5%
vs est $1.24
Revenue
$3.5B+7%
vs LY $3.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Aptiv PLC Ordinary Shares
APTV · Pre-market
day-after-16.6%
beat avg -3.1%
EPS
$1.63+14.1%
vs est $1.43
Revenue
$3.3B-37%
vs LY $5.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
HU
Hut 8 Corp.
HUT · Pre-market
day-after-9.7%
beat avg +4.3%
EPS
-$0.39+16.6%
vs est -$0.47
Revenue
$75M+81%
vs LY $41M
Call summary pending
Summarizing the earnings call. Arrives soon.
WL
Westlake Corporation
WLK · Pre-market
day-after+15.4%
beat avg +8.1%
EPS
$2.01+6.6%
vs est $1.89
Revenue
$3.3B+11%
vs LY $3.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
SY
Spyre Therapeutics Inc.
SYRE · Pre-market
day-after+10.5%
beat avg -0.8%
EPS
-$0.36+51.8%
vs est -$0.75
Call summary pending
Summarizing the earnings call. Arrives soon.
TP
TPG Inc. Class A
TPG · Pre-market
day-after+5.7%
miss avg -0.8%
EPS
$0.39-31.9%
vs est $0.57
Revenue
$705M+24%
vs LY $569M
Call summary pending
Summarizing the earnings call. Arrives soon.
BR
Bruker Corporation
BRKR · Pre-market
day-after-21.8%
beat avg -1.6%
EPS
$0.49+27.5%
vs est $0.38
Revenue
$839M+5%
vs LY $797M
Call summary pending
Summarizing the earnings call. Arrives soon.
TK
Timken Company (The)
TKR · Pre-market
day-after-6.9%
beat avg +0.4%
EPS
$1.83+12.9%
vs est $1.62
Revenue
$1.3B+7%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
IB
ImmunityBio Inc.
IBRX · Pre-market
day-after-2.8%
miss avg -1.5%
EPS
-$0.22-175.0%
vs est -$0.08
Revenue
$51M+94%
vs LY $26M
Call summary pending
Summarizing the earnings call. Arrives soon.
CB
Central Bancompany Inc. Class A
CBC · Pre-market
day-after+0.6%
miss avg +0.6%
EPS
$0.47-0.8%
vs est $0.47
Call summary pending
Summarizing the earnings call. Arrives soon.
RY
Rhythm Pharmaceuticals Inc.
RYTM · Pre-market
day-after+2.9%
beat avg +0.0%
EPS
-$0.73+12.3%
vs est -$0.83
Revenue
$71M+47%
vs LY $49M
Call summary pending
Summarizing the earnings call. Arrives soon.
MA
Macerich Company (The)
MAC · Pre-market
day-after-1.0%
miss avg -0.6%
EPS
-$0.12-105.0%
vs est -$0.06
Revenue
$250M0%
vs LY $250M
Call summary pending
Summarizing the earnings call. Arrives soon.
IN
Ingredion Incorporated
INGR · Pre-market
day-after+4.2%
beat avg +3.1%
EPS
$2.82+3.6%
vs est $2.72
Revenue
$1.9B+1%
vs LY $1.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
NP
Enpro Inc.
NPO · Pre-market
day-after+0.2%
beat avg +1.3%
EPS
$2.50+7.6%
vs est $2.32
Revenue
$339M+18%
vs LY $288M
Call summary pending
Summarizing the earnings call. Arrives soon.
CI
Cipher Digital Inc.
CIFR · Pre-market
day-after-15.7%
miss avg +2.6%
EPS
-$0.15-10.8%
vs est -$0.13
Revenue
$25M-43%
vs LY $44M
Call summary pending
Summarizing the earnings call. Arrives soon.
MR
Millrose Properties Inc. Class A
MRP · Pre-market
day-after+2.7%
beat avg +2.7%
EPS
$0.76+0.7%
vs est $0.76
Revenue
$197M+32%
vs LY $149M
Call summary pending
Summarizing the earnings call. Arrives soon.
GB
Global Business Travel Group Inc. Class A
GBTG · Pre-market
day-after+0.0%
beat avg +17.1%
EPS
$0.16+31.4%
vs est $0.12
Revenue
$870M+38%
vs LY $631M
Call summary pending
Summarizing the earnings call. Arrives soon.
XM
Xometry Inc. Class A
XMTR · Pre-market
day-after+5.3%
miss avg -14.8%
EPS
$0.16-1.9%
vs est $0.16
Revenue
$229M+41%
vs LY $163M
Call summary pending
Summarizing the earnings call. Arrives soon.
ID
IDEAYA Biosciences Inc.
IDYA · Pre-market
day-after+2.0%
miss avg -3.8%
EPS
-$1.22-16.2%
vs est -$1.05
Revenue
$9M
Call summary pending
Summarizing the earnings call. Arrives soon.
KN
Knife Riv Holding Co.
KNF · Pre-market
day-after-11.8%
miss avg -3.1%
EPS
$0.73-35.8%
vs est $1.14
Revenue
$939M+13%
vs LY $834M
Call summary pending
Summarizing the earnings call. Arrives soon.
SpaceX
SPCX · After close
day-after-13.6%
beat avg -13.6%
EPS
-$0.09+68.9%
vs est -$0.29
Revenue
$7.8B+92%
vs LY $4.1B
92% revenue growth driven by AI infrastructure expansion
Positives
  • ▲Explosive revenue growth across all segments
  • ▲Doubling of Starlink subscribers
  • ▲AI infrastructure and contract wins
Concerns
  • ▼Persistent operating and net losses
  • ▼Surging AI capital expenditures
  • ▼Deteriorating profitability in Space segment
“We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog.”
· CFO
Advanced Micro Devices Inc.
AMD · After close
day-after-7.0%
beat avg -1.3%
EPS
$1.66+3.2%
vs est $1.61
Revenue
$11.5B+50%
vs LY $7.7B
Record growth in Data Center segment and expansion of AI accelerator demand
Positives
  • ▲Explosive growth in Data Center
  • ▲Improved profitability and operating income
  • ▲Strong forward-looking guidance
Concerns
  • ▼Continued decline in Gaming segment
  • ▼Rapid increase in inventory levels
  • ▼Worsening market conditions for Client segment
“Data center revenue more than doubled year-over-year and now represents 58% of total revenue, up from 42% a year ago.”
· Lisa Su (CEO)
Amgen Inc.
AMGN · After close
day-after+4.6%
beat avg +2.3%
EPS
$6.29+12.0%
vs est $5.62
Revenue
$10.1B+10%
vs LY $9.2B
Strong performance driven by key growth drivers and upward guidance revision
Positives
  • ▲Strong contribution from key growth drivers
  • ▲Upward revision of annual guidance
  • ▲Improved profitability and cash flow
Concerns
  • ▼Sales decline in legacy products
  • ▼Decrease in non-GAAP operating margin
  • ▼Price and volume decline in key products
“Our six key growth drivers grew 26% year over year, generating nearly 70% of second-quarter product sales.”
· Robert A. Bradway (CEO)
Arista Networks Inc.
ANET · After close
day-after+3.6%
beat avg +1.0%
EPS
$1.02+15.2%
vs est $0.89
Revenue
$3.0B+38%
vs LY $2.2B
Strong AI network demand and supply chain improvements drive revenue growth
Positives
  • ▲Strong revenue growth in AI and data centers
  • ▲Improved profitability and EPS growth
  • ▲Supply chain stabilization and raised guidance
Concerns
  • ▼Increase in DSO and inventory levels
  • ▼Volatility in gross margin due to product mix
“Given our improving stance in supply chain, we are excited to increase our guidance for the third time this year to $12.6 billion revenue in 2026.”
· Jayshree Ullal, CEO
Astera Labs Inc.
ALAB · After close
day-after-12.0%
beat avg +0.9%
EPS
$0.80+15.6%
vs est $0.69
Revenue
$392M+104%
vs LY $192M
Record revenue driven by surging AI infrastructure demand and accelerated growth in Scorpio product lines
Positives
  • ▲Surge in AI Fabric and Signal Conditioning Revenue
  • ▲Strategic Expansion of Scorpio Product Family
  • ▲Improved Profitability and Operating Leverage
Concerns
  • ▼Continued Increase in Non-GAAP Operating Expenses
“We expect momentum to accelerate in Q3 as Scorpio fabric switches become our largest product family, one quarter ahead of our prior expectations.”
· Jitendra Mohan, CEO
Gilead Sciences Inc.
GILD · After close
day-after-2.6%
beat avg +1.5%
EPS
-$6.75+6.9%
vs est -$7.25
Revenue
$7.8B+10%
vs LY $7.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
Booking Holdings Inc.
BKNG · After close
day-after+6.6%
beat avg -0.6%
EPS
$2.54+4.5%
vs est $2.43
Revenue
$7.4B+8%
vs LY $6.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
EOG Resources Inc.
EOG · After close
day-after-6.5%
beat avg -1.0%
EPS
$5.07+2.1%
vs est $4.97
Revenue
$8.6B+57%
vs LY $5.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
ONEOK Inc.
OKE · After close
day-after-0.5%
beat avg -1.9%
EPS
$1.53+5.6%
vs est $1.45
Revenue
$12.0B+53%
vs LY $7.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
Devon Energy Corporation
DVN · After close
day-after-4.5%
beat avg +0.6%
EPS
$1.57+11.3%
vs est $1.41
Revenue
$7.0B+73%
vs LY $4.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
Prudential Financial Inc.
PRU · After close
day-after-2.7%
beat avg -0.1%
EPS
$4.08+16.0%
vs est $3.52
Revenue
$15.7B+14%
vs LY $13.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
CP
Coupang Inc. Class A
CPNG · After close
day-after-4.7%
beat avg +0.5%
EPS
-$0.09+69.1%
vs est -$0.29
Revenue
$8.9B+4%
vs LY $8.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
International Flavors & Fragrances Inc.
IFF · After close
day-after+8.9%
miss avg -0.8%
EPS
$0.82-26.6%
vs est $1.12
Revenue
$2.0B-29%
vs LY $2.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
TO
Toast Inc. Class A
TOST · After close
day-after+2.9%
beat avg +3.2%
EPS
$0.36+11.4%
vs est $0.32
Revenue
$1.9B+23%
vs LY $1.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
LS
Lattice Semiconductor Corporation
LSCC · After close
day-after-7.0%
beat avg -4.3%
EPS
$0.53+19.1%
vs est $0.45
Revenue
$201M+62%
vs LY $124M
Call summary pending
Summarizing the earnings call. Arrives soon.
Healthpeak Properties Inc.
DOC · After close
day-after+0.8%
beat avg +0.0%
EPS
$0.08+198.6%
vs est $0.03
Revenue
$216M+45%
vs LY $149M
Call summary pending
Summarizing the earnings call. Arrives soon.
CR
Corebridge Financial Inc.
CRBG · After close
day-after+6.3%
beat avg +0.2%
EPS
$1.12+3.5%
vs est $1.08
Revenue
$3.9B+43%
vs LY $2.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Assurant Inc.
AIZ · After close
day-after+7.2%
beat avg +2.5%
EPS
$6.41+23.7%
vs est $5.18
Revenue
$3.5B+9%
vs LY $3.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
HL
Hecla Mining Company
HL · After close
day-after+7.5%
miss avg -2.7%
EPS
$0.17-4.6%
vs est $0.18
Revenue
$334M+10%
vs LY $304M
Call summary pending
Summarizing the earnings call. Arrives soon.
EQ
Equitable Holdings Inc.
EQH · After close
day-after+6.3%
beat avg +4.2%
EPS
$1.70+3.4%
vs est $1.64
Revenue
$1.7B-30%
vs LY $2.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
PI
Pinterest Inc. Class A
PINS · After close
day-after-8.7%
beat avg +0.0%
EPS
$0.43+20.4%
vs est $0.36
Revenue
$1.2B+18%
vs LY $998M
Call summary pending
Summarizing the earnings call. Arrives soon.
AR
Arrowhead Pharmaceuticals Inc.
ARWR · After close
day-after-3.0%
miss avg -1.1%
EPS
-$1.36-10.3%
vs est -$1.23
Revenue
$75M+171%
vs LY $28M
Call summary pending
Summarizing the earnings call. Arrives soon.
AF
American Financial Group Inc.
AFG · After close
day-after+4.4%
beat avg -0.4%
EPS
$2.82+18.9%
vs est $2.37
Revenue
$2.0B+6%
vs LY $1.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
Paramount Skydance Corporation Class B
PSKY · After close
day-after+4.5%
miss avg +4.5%
EPS
$0.18-2.3%
vs est $0.18
Revenue
$6.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
DaVita Inc.
DVA · After close
day-after-17.2%
beat avg +2.0%
EPS
$4.02+3.5%
vs est $3.88
Revenue
$3.6B+5%
vs LY $3.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
The AES Corporation
AES · After close
day-after+0.1%
miss avg +2.8%
EPS
$0.44-6.0%
vs est $0.47
Revenue
$3.4B+20%
vs LY $2.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
Wynn Resorts Limited Common stock
WYNN · After close
day-after+3.6%
beat avg +1.5%
EPS
$1.24+26.4%
vs est $0.98
Revenue
$1.9B+7%
vs LY $1.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
BI
Bio-Rad Laboratories Inc. Class A
BIO · After close
day-after+4.5%
beat avg +1.4%
EPS
$2.62+50.1%
vs est $1.75
Revenue
$651M0%
vs LY $652M
Call summary pending
Summarizing the earnings call. Arrives soon.
VS
ViaSat Inc.
VSAT · After close
day-after-6.0%
beat avg +14.8%
EPS
$0.17+79.0%
vs est $0.10
Revenue
$1.2B-1%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
KT
Kratos Defense & Security Solutions Inc.
KTOS · After close
day-after+6.7%
beat avg +1.3%
EPS
$0.21+38.4%
vs est $0.15
Revenue
$459M+31%
vs LY $352M
Call summary pending
Summarizing the earnings call. Arrives soon.
MT
Match Group Inc.
MTCH · After close
day-after-7.5%
miss avg -0.3%
EPS
$0.91-4.5%
vs est $0.96
Revenue
$853M-1%
vs LY $864M
Call summary pending
Summarizing the earnings call. Arrives soon.
VO
Voya Financial Inc.
VOYA · After close
day-after-0.6%
miss avg -3.2%
EPS
$1.51-23.3%
vs est $1.97
Revenue
$531M-2%
vs LY $542M
Call summary pending
Summarizing the earnings call. Arrives soon.
CO
Compass Inc. Class A
COMP · After close
day-after+6.9%
miss avg +2.9%
EPS
$0.19-22.2%
vs est $0.25
Revenue
$4.3B+109%
vs LY $2.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
PC
Paylocity Holding Corporation
PCTY · After close
day-after+3.1%
beat avg +0.2%
EPS
$1.84+14.2%
vs est $1.61
Revenue
$416M+12%
vs LY $370M
Call summary pending
Summarizing the earnings call. Arrives soon.
Mosaic Company (The)
MOS · After close
day-after+3.1%
miss avg -1.4%
EPS
$0.13-5.9%
vs est $0.14
Revenue
$2.8B-6%
vs LY $3.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
HN
Hinge Health Inc. Class A
HNGE · After close
day-after+1.7%
miss avg +1.7%
EPS
$0.59-4.1%
vs est $0.62
Revenue
$213M+53%
vs LY $139M
Call summary pending
Summarizing the earnings call. Arrives soon.
ZE
Zeta Global Holdings Corp. Class A
ZETA · After close
day-after+11.6%
beat avg +8.4%
EPS
$0.27+39.8%
vs est $0.19
Revenue
$443M+44%
vs LY $308M
Call summary pending
Summarizing the earnings call. Arrives soon.
PA
PACS Group Inc.
PACS · After close
day-after+1.9%
beat avg +8.8%
EPS
$0.63+11.7%
vs est $0.56
Revenue
$1.4B+9%
vs LY $1.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
CA
Credit Acceptance Corporation
CACC · After close
day-after+0.8%
beat avg +0.2%
EPS
$12.12+2.3%
vs est $11.85
Revenue
$587M+1%
vs LY $584M
Call summary pending
Summarizing the earnings call. Arrives soon.
QL
Qualys Inc.
QLYS · After close
day-after+13.8%
beat avg +2.4%
EPS
$1.98+10.9%
vs est $1.78
Revenue
$182M+11%
vs LY $164M
Call summary pending
Summarizing the earnings call. Arrives soon.
EC
Everus Construction Group Inc.
ECG · After close
day-after+3.4%
beat avg +9.7%
EPS
$1.64+43.9%
vs est $1.14
Revenue
$1.2B+34%
vs LY $921M
Call summary pending
Summarizing the earnings call. Arrives soon.
TV
Travere Therapeutics Inc.
TVTX · After close
day-after+12.0%
miss avg +1.2%
EPS
-$0.10-131.0%
vs est $0.32
Revenue
$170M+48%
vs LY $114M
Call summary pending
Summarizing the earnings call. Arrives soon.
DN
Dianthus Therapeutics Inc.
DNTH · After close
day-after+1.9%
beat avg +2.6%
EPS
-$0.90+1.0%
vs est -$0.91
Call summary pending
Summarizing the earnings call. Arrives soon.
MC
Mercury General Corporation
MCY · After close
day-after+2.8%
beat avg +3.3%
EPS
$3.52+95.6%
vs est $1.80
Revenue
$1.7B+14%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
LU
Lumen Technologies Inc.
LUMN · After close
day-after-9.4%
beat avg -5.0%
EPS
-$0.07+50.5%
vs est -$0.14
Revenue
$2.5B-13%
vs LY $2.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
GX
GXO Logistics Inc. Common Stock
GXO · After close
day-after-9.1%
beat avg -1.1%
EPS
$0.59+1.0%
vs est $0.58
Revenue
$3.4B+4%
vs LY $3.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
FB
Fortune Brands Innovations Inc.
FBIN · After close
day-after-0.8%
beat avg -1.2%
EPS
$1.35+63.8%
vs est $0.82
Revenue
$1.2B-4%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
AC
ACADIA Pharmaceuticals Inc.
ACAD · After close
day-after+6.1%
beat avg +0.5%
EPS
$0.18+317.3%
vs est $0.04
Revenue
$308M+16%
vs LY $265M
Call summary pending
Summarizing the earnings call. Arrives soon.
OG
ONE Gas Inc.
OGS · After close
day-after+2.5%
beat avg +1.0%
EPS
$0.82+28.4%
vs est $0.64
Call summary pending
Summarizing the earnings call. Arrives soon.
PA
Paymentus Holdings Inc. Class A
PAY · After close
day-after-10.3%
beat avg +8.6%
EPS
$0.25+32.9%
vs est $0.19
Revenue
$361M+29%
vs LY $280M
Call summary pending
Summarizing the earnings call. Arrives soon.
SK
Champion Homes Inc.
SKY · After close
day-after+10.7%
beat avg +7.0%
EPS
$0.88+0.8%
vs est $0.87
Revenue
$710M+1%
vs LY $701M
Call summary pending
Summarizing the earnings call. Arrives soon.
CE
Celanese Corporation
CE · After close
day-after-4.6%
beat avg -2.7%
EPS
$2.45+10.2%
vs est $2.22
Revenue
$2.8B+9%
vs LY $2.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
TR
Trex Company Inc.
TREX · After close
day-after+5.4%
miss avg -12.8%
EPS
$0.62-2.1%
vs est $0.63
Revenue
$418M+8%
vs LY $388M
Call summary pending
Summarizing the earnings call. Arrives soon.
SK
Tanger Inc.
SKT · After close
day-after-0.4%
beat avg +2.2%
EPS
$0.29+13.1%
vs est $0.26
Revenue
$144M+2%
vs LY $141M
Call summary pending
Summarizing the earnings call. Arrives soon.
MA
Mattel Inc.
MAT · After close
day-after-2.7%
miss avg -7.5%
EPS
$0.01-77.3%
vs est $0.04
Revenue
$1.1B+10%
vs LY $1.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
OP
OPENLANE Inc.
OPLN · After close
day-after-4.6%
beat avg +3.1%
EPS
$0.40+13.8%
vs est $0.35
Revenue
$555M+15%
vs LY $482M
Call summary pending
Summarizing the earnings call. Arrives soon.
PR
Primoris Services Corporation
PRIM · After close
day-after-8.2%
beat avg +1.2%
EPS
-$0.27+24.0%
vs est -$0.36
Revenue
$1.7B-11%
vs LY $1.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
WK
Workiva Inc. Class A
WK · After close
day-after+0.7%
beat avg +1.9%
EPS
$0.77+21.4%
vs est $0.63
Revenue
$255M+19%
vs LY $215M
Call summary pending
Summarizing the earnings call. Arrives soon.
OT
Otter Tail Corporation
OTTR · After close
day-after+0.1%
beat avg +0.6%
EPS
$1.66+10.8%
vs est $1.50
Revenue
$334M+0%
vs LY $333M
Call summary pending
Summarizing the earnings call. Arrives soon.
IP
Interparfums Inc.
IPAR · After close
day-after-4.0%
miss avg -2.9%
EPS
$0.95-2.1%
vs est $0.97
Revenue
$341M+2%
vs LY $334M
Call summary pending
Summarizing the earnings call. Arrives soon.
KA
Kadant Inc
KAI · After close
day-after+0.7%
beat avg +2.3%
EPS
$3.42+23.6%
vs est $2.77
Revenue
$313M+23%
vs LY $255M
Call summary pending
Summarizing the earnings call. Arrives soon.
RR
Red Rock Resorts Inc. Class A
RRR · After close
day-after-5.1%
beat avg -2.3%
EPS
$0.67+42.1%
vs est $0.47
Revenue
$510M-3%
vs LY $526M
Call summary pending
Summarizing the earnings call. Arrives soon.

Mon 8/3 · 39

MU
Mitsubishi UFJ
MUFG · Pre-market
day-after+0.2%
beat avg +1.1%
EPS
$0.45+31.9%
vs est $0.34
Call summary pending
Summarizing the earnings call. Arrives soon.
Progressive Corporation (The)
PGR · Pre-market
day-after-0.5%
beat avg +0.5%
EPS
$4.85+0.3%
vs est $4.84
Revenue
$23.6B+7%
vs LY $22.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
Marriott International Class A
MAR · Pre-market
day-after-7.0%
beat avg -2.0%
EPS
$3.19+3.6%
vs est $3.08
Revenue
$7.1B+5%
vs LY $6.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
ON Semiconductor Corporation
ON · Pre-market
day-after-1.5%
beat avg -0.5%
EPS
$0.74+3.5%
vs est $0.72
Revenue
$1.6B+9%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
EchoStar Corporation
ECHO · Pre-market
day-after+1.8%
miss avg -9.5%
EPS
$0.14-94.8%
vs est $2.62
Revenue
$3.6B-4%
vs LY $3.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Loews Corporation
L · Pre-market
day-after+0.2%
EPS
$2.16
Revenue
$828M+8%
vs LY $769M
Call summary pending
Summarizing the earnings call. Arrives soon.
Tyson Foods Inc.
TSN · Pre-market
day-after+2.9%
beat avg +1.1%
EPS
$0.99+0.3%
vs est $0.99
Revenue
$13.9B0%
vs LY $13.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
GR
Grab
GRAB · Pre-market
day-after+4.9%
beat avg -2.6%
EPS
$0.07+397.1%
vs est $0.01
Call summary pending
Summarizing the earnings call. Arrives soon.
CN
CNA Financial Corporation
CNA · Pre-market
day-after+2.1%
beat avg +2.1%
EPS
$1.19+13.3%
vs est $1.05
Revenue
$367M-8%
vs LY $398M
Call summary pending
Summarizing the earnings call. Arrives soon.
KR
Krystal Biotech Inc.
KRYS · Pre-market
day-after-8.4%
miss avg -5.5%
EPS
$1.79-6.5%
vs est $1.91
Revenue
$119M+24%
vs LY $96M
Call summary pending
Summarizing the earnings call. Arrives soon.
TW
Twist Bioscience Corporation
TWST · Pre-market
day-after+10.4%
miss avg -1.7%
EPS
-$0.56-212.4%
vs est -$0.18
Revenue
$118M+23%
vs LY $96M
Call summary pending
Summarizing the earnings call. Arrives soon.
TG
TG Therapeutics Inc.
TGTX · Pre-market
day-after-11.3%
miss avg -0.4%
EPS
$0.05-88.6%
vs est $0.44
Revenue
$240M+70%
vs LY $141M
Call summary pending
Summarizing the earnings call. Arrives soon.
NJ
NewJersey Resources Corporation
NJR · Pre-market
day-after+0.3%
beat avg +0.8%
EPS
$0.11+75.6%
vs est $0.06
Revenue
$258M+10%
vs LY $235M
Call summary pending
Summarizing the earnings call. Arrives soon.
IT
Integer Holdings Corporation
ITGR · Pre-market
day-after+2.7%
beat avg -3.3%
EPS
$1.60+15.8%
vs est $1.38
Revenue
$464M-3%
vs LY $476M
Call summary pending
Summarizing the earnings call. Arrives soon.
DO
Dorman Products Inc.
DORM · Pre-market
day-after-4.1%
beat avg -1.9%
EPS
$3.08+62.9%
vs est $1.89
Revenue
$545M+1%
vs LY $541M
Call summary pending
Summarizing the earnings call. Arrives soon.
Palantir Technologies Inc. Class A
PLTR · After close
day-after+29.4%
beat avg +8.0%
EPS
$0.41+18.5%
vs est $0.35
Revenue
$1.9B+93%
vs LY $1.0B
Explosive revenue growth led by U.S. commercial sector and raised guidance
Positives
  • ▲Dominant U.S. Commercial Growth
  • ▲Significant Profitability Gains
  • ▲Aggressive Guidance Upward Revision
Concerns
  • ▼Slowing International Commercial Growth
  • ▼Rising Costs and Margin Pressures
  • ▼One-time Investment Gains in Net Income
“I am driving the business to grow at a rate equal or above to what we have in U.S. commercial for the next 18 months, which is a very high goal, but it is one we can actually get to.”
· Alex Karp, CEO
Vertex Pharmaceuticals Incorporated
VRTX · After close
day-after+1.7%
miss avg -1.6%
EPS
$4.73-0.3%
vs est $4.75
Revenue
$3.3B+12%
vs LY $3.0B
Revenue growth driven by CF portfolio and new drug launches leading to raised full-year guidance
Positives
  • ▲Strong growth in core products
  • ▲Rapid adoption of new therapies
  • ▲Raised guidance and solid cash position
Concerns
  • ▼Margin pressure from rising operating expenses
  • ▼Launch costs and reimbursement delays
“Vertex's second quarter performance was excellent with strong momentum in the commercial portfolio, rapid progress across our R&D pipeline, and the announcement of the definitive agreement to acquire Crinetics Pharmaceuticals.”
· Reshma Kewalramani, CEO
Williams Companies Inc. (The)
WMB · After close
day-after+1.5%
beat avg +1.7%
EPS
$0.50+0.3%
vs est $0.50
Revenue
$3.4B+0%
vs LY $3.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
Diamondback Energy Inc.
FANG · After close
day-after-3.5%
beat avg -1.2%
EPS
$6.48+8.3%
vs est $5.98
Revenue
$5.6B+51%
vs LY $3.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
SBA Communications Corporation Class A
SBAC · After close
day-after+4.7%
miss avg +1.2%
EPS
$1.87-1.2%
vs est $1.89
Revenue
$51M-24%
vs LY $67M
Call summary pending
Summarizing the earnings call. Arrives soon.
VN
Viper Energy Inc. Class A
VNOM · After close
day-after-3.1%
miss avg -1.0%
EPS
$0.76-5.4%
vs est $0.80
Revenue
$658M+129%
vs LY $287M
Call summary pending
Summarizing the earnings call. Arrives soon.
ST
Sterling Infrastructure Inc.
STRL · After close
day-after-11.4%
beat avg +6.0%
EPS
$5.80+11.9%
vs est $5.18
Revenue
$1.2B+90%
vs LY $614M
Call summary pending
Summarizing the earnings call. Arrives soon.
TKO Group Holdings Inc. Class A
TKO · After close
day-after+0.3%
beat avg -1.9%
EPS
$1.34+23.3%
vs est $1.09
Revenue
$1.5B+18%
vs LY $1.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
BW
BWX Technologies Inc.
BWXT · After close
day-after-0.8%
beat avg +0.9%
EPS
$1.07+2.7%
vs est $1.04
Call summary pending
Summarizing the earnings call. Arrives soon.
Clorox Company (The)
CLX · After close
day-after+6.5%
beat avg +0.4%
EPS
$1.66+0.9%
vs est $1.65
Call summary pending
Summarizing the earnings call. Arrives soon.
AE
Advanced Energy Industries Inc.
AEIS · After close
day-after+15.2%
beat avg +4.8%
EPS
$2.74+23.8%
vs est $2.21
Revenue
$574M+30%
vs LY $442M
Call summary pending
Summarizing the earnings call. Arrives soon.
AL
Allison Transmission Holdings Inc.
ALSN · After close
day-after+5.4%
beat avg +1.4%
EPS
$2.73+4.5%
vs est $2.61
Revenue
$1.6B+92%
vs LY $814M
Call summary pending
Summarizing the earnings call. Arrives soon.
SN
Snap Inc. Class A
SNAP · After close
day-after+14.9%
beat avg -3.2%
EPS
-$0.10+18.3%
vs est -$0.12
Revenue
$1.6B+19%
vs LY $1.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
Alexandria Real Estate Equities Inc.
ARE · After close
day-after-7.8%
beat avg -7.5%
EPS
$0.15+26.2%
vs est $0.12
Revenue
$663M-13%
vs LY $762M
Call summary pending
Summarizing the earnings call. Arrives soon.
CR
Crinetics Pharmaceuticals Inc.
CRNX · After close
day-after+0.1%
beat avg +0.6%
EPS
-$1.14+3.7%
vs est -$1.18
Revenue
$25M
Call summary pending
Summarizing the earnings call. Arrives soon.
JX
Jackson Financial Inc. Class A Common Stock
JXN · After close
day-after+5.9%
beat avg +4.7%
EPS
$7.30+26.8%
vs est $5.76
Revenue
$168M+136%
vs LY $71M
Call summary pending
Summarizing the earnings call. Arrives soon.
VN
Vornado Realty Trust
VNO · After close
day-after+2.5%
EPS
$0.08
Revenue
$462M+5%
vs LY $441M
Call summary pending
Summarizing the earnings call. Arrives soon.
PO
Powell Industries Inc.
POWL · After close
day-after-3.8%
miss avg +2.7%
EPS
$1.42-3.4%
vs est $1.47
Revenue
$312M+9%
vs LY $286M
Call summary pending
Summarizing the earnings call. Arrives soon.
MA
Matson Inc.
MATX · After close
day-after+2.9%
beat avg +3.7%
EPS
$4.27+11.8%
vs est $3.82
Revenue
$969M+17%
vs LY $831M
Call summary pending
Summarizing the earnings call. Arrives soon.
JB
JBT Marel Corporation
JBTM · After close
day-after-6.9%
miss avg +3.4%
EPS
$1.95-3.4%
vs est $2.02
Revenue
$981M+5%
vs LY $935M
Call summary pending
Summarizing the earnings call. Arrives soon.
SB
Sabra Health Care REIT Inc.
SBRA · After close
day-after+0.2%
miss avg +0.1%
EPS
$0.15-10.2%
vs est $0.17
Revenue
$129M+63%
vs LY $79M
Call summary pending
Summarizing the earnings call. Arrives soon.
TD
Tidewater Inc.
TDW · After close
day-after+17.8%
beat avg +11.7%
EPS
$0.44+3.3%
vs est $0.43
Revenue
$342M+0%
vs LY $341M
Call summary pending
Summarizing the earnings call. Arrives soon.
CB
Cabot Corporation
CBT · After close
day-after-8.5%
beat avg +3.5%
EPS
$1.67+0.7%
vs est $1.66
Revenue
$982M+6%
vs LY $923M
Call summary pending
Summarizing the earnings call. Arrives soon.
IR
Independence Realty Trust Inc.
IRT · After close
day-after+1.8%
miss avg +0.1%
EPS
$0.02-73.8%
vs est $0.06
Revenue
$167M+3%
vs LY $162M
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.