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

69 companies reported in 8/10–8/14, and 46 beat consensus.

Thu 8/13 · 14

JD
JD.com
JD · Pre-market
day-after-7.3%
beat avg +1.6%
EPS
$6.29+12.0%
vs est $5.61
Call summary pending
Summarizing the earnings call. Arrives soon.
Tapestry Inc.
TPR · Pre-market
day-after-16.5%
beat avg -1.1%
EPS
$1.32+3.4%
vs est $1.28
Revenue
$1.9B+9%
vs LY $1.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
AI
Applied Industrial Technologies Inc.
AIT · Pre-market
day-after+1.5%
beat avg -0.7%
EPS
$3.17+8.7%
vs est $2.92
Revenue
$1.4B+10%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
DD
Dillard's Inc.
DDS · Pre-market
day-after-3.5%
EPS
$6.26
Revenue
$1.5B0%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
MS
Madison Square Garden Sports Corp. Class A Common Stock (New)
MSGS · Pre-market
day-after-0.3%
beat avg +0.2%
EPS
$1.16+84.1%
vs est $0.63
Revenue
$279M+37%
vs LY $204M
Call summary pending
Summarizing the earnings call. Arrives soon.
MW
SOLV Energy Inc. Class A
MWH · Pre-market
day-after+8.8%
beat avg +8.8%
EPS
$0.33+35.8%
vs est $0.24
Revenue
$951M+77%
vs LY $536M
Call summary pending
Summarizing the earnings call. Arrives soon.
PB
Parabilis Medicines Inc.
PBLS · Pre-market
day-after-4.7%
miss avg -4.6%
EPS
-$2.12-772.9%
vs est -$0.24
Revenue
$0M
Call summary pending
Summarizing the earnings call. Arrives soon.
AL
Alliance Laundry Holdings Inc.
ALH · Pre-market
day-after-0.6%
beat avg -4.5%
EPS
$0.41+20.1%
vs est $0.34
Revenue
$477M+7%
vs LY $447M
Call summary pending
Summarizing the earnings call. Arrives soon.
ON
Ondas Inc.
ONDS · Pre-market
day-after-8.8%
miss avg +4.4%
EPS
-$0.10-48.1%
vs est -$0.07
Revenue
$84M
Call summary pending
Summarizing the earnings call. Arrives soon.
Applied Materials Inc.
AMAT · After close
day-after-5.1%
beat avg -2.8%
EPS
$3.50+3.1%
vs est $3.39
Revenue
$9.1B+25%
vs LY $7.3B
Record-breaking results driven by surging AI infrastructure demand and upward guidance revision
Positives
  • ▲Revenue growth from AI infrastructure
  • ▲Continuous improvement in profitability
  • ▲Strength in DRAM and packaging
Concerns
  • ▼Stagnation in Other segment revenue
  • ▼Impact of global minimum tax
“In the past three months, we have again made upward revisions to our revenue growth forecast for the year, and we are confident we will grow faster than the overall market.”
· Gary Dickerson, CEO
Intuitive Machines Inc. Class A
LUNR · After close
day-after+8.3%
miss avg +1.8%
EPS
-$0.16-129.0%
vs est -$0.07
Revenue
$203M+304%
vs LY $50M
Record backlog expansion and transition into a comprehensive space infrastructure provider
Positives
  • ▲Record-breaking Backlog Growth
  • ▲Significant Revenue Surge
  • ▲Diversified Business Portfolio
Concerns
  • ▼Operating Losses and Cash Burn
  • ▼Conservative Guidance and Revenue Conversion
“We delivered a strong quarter, highlighted by $206 million of revenue, more than four times the prior year, exited the quarter with approximately $1.8 billion of backlog.”
· Steve Altemus (CEO)
QX
QXO Inc.
QXO · After close
day-after-2.5%
beat avg +0.6%
EPS
$0.08+1.3%
vs est $0.08
Revenue
$3.2B+70%
vs LY $1.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
CE
Celcuity Inc.
CELC · After close
day-after+6.2%
beat avg +0.4%
EPS
-$1.07+0.9%
vs est -$1.08
Call summary pending
Summarizing the earnings call. Arrives soon.
HT
Heartflow Inc.
HTFL · After close
day-after+35.7%
beat avg +8.4%
EPS
-$0.07+47.9%
vs est -$0.13
Revenue
$64M+48%
vs LY $43M
Call summary pending
Summarizing the earnings call. Arrives soon.

Wed 8/12 · 17

Nebius Group
NBIS
day-after-1.6%
beat avg -0.8%
EPS
-$0.68+21.2%
vs est -$0.86
Explosive revenue growth driven by AI cloud demand and asset-light strategy
Positives
  • ▲Explosive Revenue Growth in AI Cloud
  • ▲Profitability Expansion and EBITDA Turnaround
  • ▲Strong Funding via Customer Prepayments
Concerns
  • ▼Lack of Guidance Raise and Growth Deceleration
  • ▼Persistent High Capital Expenditures
  • ▼Permitting Risks for New Data Centers
“In Q2, we grew group revenue by 454% to $582 million, up 46% from last quarter.”
· Dado Alonso, CFO
Coherent Corp.
COHR · Pre-market
day-after+8.2%
beat avg +2.0%
EPS
$1.74+7.6%
vs est $1.62
Revenue
$2.0B+34%
vs LY $1.5B
Rapid revenue growth and margin expansion driven by AI data center demand
Positives
  • ▲Strong growth in data center segment
  • ▲Significant improvement in profitability
  • ▲Capacity expansion and order visibility
“Having achieved our first $2 billion revenue quarter, we now expect to achieve our first quarter with over $3 billion of revenue by the end of fiscal 2027.”
· Jim Anderson (CEO)
CR
Carpenter Technology Corporation
CRS · Pre-market
day-after-1.7%
beat avg +1.0%
EPS
$3.23+4.7%
vs est $3.08
Revenue
$851M+13%
vs LY $756M
Call summary pending
Summarizing the earnings call. Arrives soon.
PF
Performance Food Group Company
PFGC · Pre-market
day-after-5.8%
miss avg -1.2%
EPS
$1.59-0.6%
vs est $1.60
Revenue
$18.0B+6%
vs LY $16.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
Trimble Inc.
TRMB · Pre-market
day-after-2.8%
beat avg +0.7%
EPS
$0.86+7.2%
vs est $0.80
Revenue
$972M+11%
vs LY $876M
Call summary pending
Summarizing the earnings call. Arrives soon.
Bio-Techne Corp
TECH · Pre-market
day-after+0.1%
beat avg +3.9%
EPS
$0.52+0.1%
vs est $0.52
Revenue
$321M+1%
vs LY $317M
Call summary pending
Summarizing the earnings call. Arrives soon.
EA
Brinker International Inc.
EAT · Pre-market
day-after+11.1%
miss avg +0.2%
EPS
$3.07-0.5%
vs est $3.09
Revenue
$1.5B+5%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
LQ
Liquidia Corporation
LQDA · Pre-market
day-after-10.5%
miss avg +0.9%
EPS
$0.74-11.5%
vs est $0.84
Revenue
$172M
Call summary pending
Summarizing the earnings call. Arrives soon.
BE
Beta Technologies Inc. Class A
BETA · Pre-market
day-after-3.3%
beat avg -2.9%
EPS
-$0.46+18.0%
vs est -$0.56
Revenue
$15M+146%
vs LY $6M
Call summary pending
Summarizing the earnings call. Arrives soon.
KT
Kontoor Brands Inc. Common Stock
KTB · Pre-market
day-after+8.9%
beat avg +4.9%
EPS
$1.06+2.1%
vs est $1.04
Revenue
$584M-11%
vs LY $658M
Call summary pending
Summarizing the earnings call. Arrives soon.
MS
Madison Square Garden Entertainment Corp. Class A
MSGE · Pre-market
day-after+11.4%
beat avg -0.1%
EPS
-$0.14+69.8%
vs est -$0.47
Revenue
$271M+87%
vs LY $145M
Call summary pending
Summarizing the earnings call. Arrives soon.
Nano Nuclear Energy
NNE · After close
day-after+7.9%
beat avg +1.8%
EPS
-$0.19+28.3%
vs est -$0.26
Revenue
$0M
Advancing microreactor development and vertical integration of the fuel cycle
Positives
  • ▲Progress in Licensing and Technology
  • ▲Vertical Integration and Revenue Generation
  • ▲Strong Financial Liquidity
Concerns
  • ▼Increased Net Loss and Operating Expenses
  • ▼Significant Cash Outflow for Investing Activities
“We ended the quarter with approximately $580 million of liquidity, providing what we believe is one of the strongest balance sheets among advanced reactor developers.”
· Jay Yu, Founder and Chairman
Cisco Systems Inc. Common Stock (DE)
CSCO · After close
day-after-8.4%
beat avg -0.6%
EPS
$1.22+4.4%
vs est $1.17
Revenue
$17.3B+18%
vs LY $14.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
NU
Nu Holdings
NU · After close
day-after+2.7%
beat avg -0.8%
EPS
$0.22+13.0%
vs est $0.19
Call summary pending
Summarizing the earnings call. Arrives soon.
CB
Cerebras Systems Inc. Class A
CBRS · After close
day-after-11.8%
beat avg -15.7%
EPS
-$0.05+74.6%
vs est -$0.18
Revenue
$180M+74%
vs LY $103M
Call summary pending
Summarizing the earnings call. Arrives soon.
Amcor plc Ordinary Shares
AMCR · After close
day-after-0.4%
beat avg +1.8%
EPS
$1.23+4.2%
vs est $1.18
Revenue
$6.4B+26%
vs LY $5.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
EN
EnerSys
ENS · After close
day-after+5.7%
beat avg -1.0%
EPS
$3.66+29.5%
vs est $2.83
Revenue
$936M+5%
vs LY $893M
Call summary pending
Summarizing the earnings call. Arrives soon.

Tue 8/11 · 16

Lumentum Holdings Inc.
LITE · Pre-market
day-after+0.9%
beat avg -0.9%
EPS
$3.23+8.8%
vs est $2.97
Revenue
$1.0B+109%
vs LY $481M
Accelerated performance driven by AI demand and improved profitability
Positives
  • ▲Explosive revenue growth from AI demand
  • ▲Significant improvement in profitability
  • ▲Raised guidance and early target achievement
Concerns
  • ▼Large one-time loss from convertible note settlement
  • ▼Decrease in cash and increase in inventory
“Driven by sharp acceleration in AI revenue, the midpoint of our Q1 revenue guidance reaches our $1.25 billion target more than one quarter ahead of schedule.”
· Michael Hurlston (CEO)
SE
Sea Limited
SE · Pre-market
day-after+14.6%
miss avg +1.9%
EPS
$0.84-2.9%
vs est $0.86
Call summary pending
Summarizing the earnings call. Arrives soon.
Cardinal Health Inc.
CAH · Pre-market
day-after+1.3%
beat avg +2.7%
EPS
$2.60+7.4%
vs est $2.42
Revenue
$63.7B+6%
vs LY $60.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
AR
Aramark
ARMK · Pre-market
day-after+8.5%
beat avg +0.9%
EPS
$0.52+7.2%
vs est $0.48
Revenue
$5.1B+9%
vs LY $4.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
TM
Tencent Music
TME · Pre-market
day-after-11.9%
beat avg -1.0%
EPS
$1.70+4.9%
vs est $1.62
Call summary pending
Summarizing the earnings call. Arrives soon.
SF
Smithfield Foods Inc.
SFD · Pre-market
day-after-2.3%
beat avg +1.2%
EPS
$0.62+4.0%
vs est $0.60
Revenue
$3.7B-2%
vs LY $3.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
SL
Silicon Laboratories Inc.
SLAB · Pre-market
day-after+0.2%
beat avg +4.2%
EPS
$0.71+3.1%
vs est $0.69
Revenue
$228M+18%
vs LY $193M
Call summary pending
Summarizing the earnings call. Arrives soon.
MI
Middleby Corporation (The)
MIDD · Pre-market
day-after-7.9%
beat avg -0.4%
EPS
$2.35+12.3%
vs est $2.09
Revenue
$876M-10%
vs LY $978M
Call summary pending
Summarizing the earnings call. Arrives soon.
CoreWeave Inc. Class A
CRWV · After close
day-after+19.3%
beat avg +1.5%
EPS
-$1.14+22.4%
vs est -$1.47
Revenue
$2.6B+112%
vs LY $1.2B
Surging revenue and improved operating leverage driven by explosive AI infrastructure demand
Positives
  • ▲Explosive Growth in Revenue and Backlog
  • ▲Visible Operating Leverage
  • ▲Infrastructure Expansion and Tech Leadership
Concerns
  • ▼Surging Interest Expenses and Net Loss
  • ▼Declining Operating and EBITDA Margins
  • ▼Heavy Capital Expenditure Burden
“We generated record revenue of $2.6 billion, up 112% year-over-year, increased revenue backlog to $104 billion.”
· Michael Intrator (CEO)
Super Micro Computer Inc.
SMCI · After close
day-after+19.0%
beat avg +2.4%
EPS
$1.70+77.5%
vs est $0.96
Revenue
$11.1B+93%
vs LY $5.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
CA
CAVA Group Inc.
CAVA · After close
day-after+14.2%
beat avg +2.0%
EPS
$0.19+2.9%
vs est $0.18
Revenue
$368M+31%
vs LY $281M
Call summary pending
Summarizing the earnings call. Arrives soon.
HR
H&R Block Inc.
HRB · After close
day-after+16.1%
beat avg +3.7%
EPS
$2.38+7.7%
vs est $2.21
Revenue
$1.1B+3%
vs LY $1.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
ER
Erasca Inc.
ERAS · After close
day-after+1.5%
miss avg -1.3%
EPS
-$0.14-25.3%
vs est -$0.11
Call summary pending
Summarizing the earnings call. Arrives soon.
FL
Firefly Aerospace Inc.
FLY · After close
day-after+0.7%
beat avg -1.2%
EPS
-$0.42+20.4%
vs est -$0.53
Revenue
$118M+657%
vs LY $16M
Call summary pending
Summarizing the earnings call. Arrives soon.
NH
National HealthCare Corporation
NHC · After close
day-after+2.3%
EPS
$2.54
Revenue
$408M+9%
vs LY $375M
Call summary pending
Summarizing the earnings call. Arrives soon.
QN
Quantinuum Inc. Class A
QNT · After close
day-after+28.0%
miss avg +28.0%
EPS
-$0.28-8.2%
vs est -$0.26
Revenue
$8M+279%
vs LY $2M
Call summary pending
Summarizing the earnings call. Arrives soon.

Mon 8/10 · 22

Ferguson Enterprises Inc.
FERG · Pre-market
day-after+2.8%
beat avg +3.7%
EPS
$3.39+2.8%
vs est $3.30
Revenue
$8.8B+5%
vs LY $8.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
BB
BridgeBio Pharma Inc.
BBIO · Pre-market
day-after+0.2%
miss avg -0.1%
EPS
-$0.78-33.9%
vs est -$0.58
Revenue
$244M+120%
vs LY $111M
Call summary pending
Summarizing the earnings call. Arrives soon.
AX
Axsome Therapeutics Inc.
AXSM · Pre-market
day-after+3.8%
miss avg -0.8%
EPS
-$0.99-26.9%
vs est -$0.78
Revenue
$218M+46%
vs LY $150M
Call summary pending
Summarizing the earnings call. Arrives soon.
AP
Apogee Therapeutics Inc.
APGE · Pre-market
day-after-0.1%
miss avg +1.6%
EPS
-$1.08-12.4%
vs est -$0.96
Call summary pending
Summarizing the earnings call. Arrives soon.
CO
Cogent Biosciences Inc.
COGT · Pre-market
day-after-2.0%
beat avg -4.7%
EPS
-$0.52+8.0%
vs est -$0.56
Call summary pending
Summarizing the earnings call. Arrives soon.
IN
International Seaways Inc. Common Stock
INSW · Pre-market
day-after-2.2%
beat avg +2.3%
EPS
$5.91+12.0%
vs est $5.27
Revenue
$467M+139%
vs LY $196M
Call summary pending
Summarizing the earnings call. Arrives soon.
CE
CECO Environmental Corp.
CECO · Pre-market
day-after-0.8%
beat avg +3.6%
EPS
$0.47+41.6%
vs est $0.33
Revenue
$285M+54%
vs LY $185M
Call summary pending
Summarizing the earnings call. Arrives soon.
Rocket Lab Corporation
RKLB · After close
day-after-0.0%
miss avg +0.5%
EPS
-$0.08-4.3%
vs est -$0.08
Revenue
$234M+62%
vs LY $144M
Record revenue and backlog growth with accelerated vertical integration in space systems.
Positives
  • ▲Record Revenue and Backlog Growth
  • ▲Vertical Integration and New Contracts
  • ▲Improved Profitability Metrics
Concerns
  • ▼Revenue Decline in Launch Services
  • ▼Increased Cash Burn and Net Loss
  • ▼Lower Q3 Margin Guidance
“We achieved a record $234 million in Q2 revenue - up 62% year-over-year and $34 million higher than last quarter's record.”
· Peter Beck (CEO)
AST SpaceMobile Inc. Class A
ASTS · After close
day-after+4.2%
miss avg +9.2%
EPS
-$0.77-132.0%
vs est -$0.33
Revenue
$32M
Accelerating space-based broadband network deployment and expanding government contract wins
Positives
  • ▲Expansion of Government Contracts and Backlog
  • ▲Strengthened Network and Manufacturing Capabilities
  • ▲Global Partnership Ecosystem
Concerns
  • ▼Surging Operating Expenses and Capital Expenditures
  • ▼Stagnant Guidance and Continued Cost Pressure
“We increased our revenue backlog to approximately $1.3 billion in aggregated contracted revenue, agreements with partners, and contracts award with the U.S. government.”
· Abel Avellan, CEO
Hims & Hers Health Inc. Class A
HIMS · After close
day-after-4.0%
miss avg -2.7%
EPS
-$0.37-640.0%
vs est -$0.05
Revenue
$753M+38%
vs LY $545M
Call summary pending
Summarizing the earnings call. Arrives soon.
Simon Property Group Inc.
SPG · After close
day-after-0.5%
beat avg -0.5%
EPS
$1.73+10.1%
vs est $1.57
Revenue
$1.8B+19%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
AC
AECOM
ACM · After close
day-after-8.5%
miss avg -5.9%
EPS
-$0.50-134.2%
vs est $1.46
Revenue
$3.6B-14%
vs LY $4.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
RI
Riot Platforms Inc. Common Stock
RIOT · After close
day-after+4.3%
miss avg -1.3%
EPS
-$0.58-83.5%
vs est -$0.32
Revenue
$174M+14%
vs LY $153M
Call summary pending
Summarizing the earnings call. Arrives soon.
OR
Oruka Therapeutics Inc.
ORKA · After close
day-after-0.4%
miss avg -1.7%
EPS
-$0.55-9.9%
vs est -$0.50
Revenue
$0M
Call summary pending
Summarizing the earnings call. Arrives soon.
AA
AAON Inc.
AAON · After close
day-after-3.9%
beat avg +3.3%
EPS
$0.69+39.7%
vs est $0.49
Revenue
$627M+101%
vs LY $312M
Call summary pending
Summarizing the earnings call. Arrives soon.
RD
RadNet Inc.
RDNT · After close
day-after-1.2%
beat avg +0.9%
EPS
$0.29+44.0%
vs est $0.20
Revenue
$623M+25%
vs LY $498M
Call summary pending
Summarizing the earnings call. Arrives soon.
AM
Amentum Holdings Inc.
AMTM · After close
day-after-8.2%
beat avg -0.3%
EPS
$0.67+9.7%
vs est $0.61
Revenue
$3.5B-2%
vs LY $3.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
AC
Archer Aviation Inc. Class A
ACHR · After close
day-after+8.5%
beat avg +0.2%
EPS
-$0.22+12.6%
vs est -$0.25
Revenue
$5M
Call summary pending
Summarizing the earnings call. Arrives soon.
CR
California Resources Corporation
CRC · After close
day-after+0.7%
miss avg -1.8%
EPS
$0.99-28.0%
vs est $1.37
Revenue
$1.1B+50%
vs LY $702M
Call summary pending
Summarizing the earnings call. Arrives soon.
US
USA Rare Earth Inc. Class A
USAR · After close
day-after-0.7%
miss avg +4.5%
EPS
-$0.15-19.1%
vs est -$0.13
Revenue
$6M
Call summary pending
Summarizing the earnings call. Arrives soon.
LI
Life360 Inc.
LIF · After close
day-after-24.8%
beat avg -5.4%
EPS
$0.37+111.6%
vs est $0.17
Revenue
$159M+38%
vs LY $115M
Call summary pending
Summarizing the earnings call. Arrives soon.
RU
RUM Group Inc. Class A
RUM · After close
day-after+11.4%
miss avg -4.3%
EPS
-$0.28-180.0%
vs est -$0.10
Revenue
$40M
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.