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

40 companies reported in 8/24–8/28, and 36 beat consensus.

Thu 8/27 · 16

Dollar General Corporation
DG · Pre-market
day-after+2.5%
beat avg +1.0%
EPS
$2.48+24.6%
vs est $1.99
Revenue
$11.3B+5%
vs LY $10.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Dollar Tree Inc.
DLTR · Pre-market
day-after-3.9%
beat avg +0.8%
EPS
$2.70+162.1%
vs est $1.03
Revenue
$4.9B+7%
vs LY $4.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
BU
Burlington Stores Inc.
BURL · Pre-market
day-after-7.6%
beat avg +1.5%
EPS
$2.96+49.5%
vs est $1.98
Revenue
$3.0B+11%
vs LY $2.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Best Buy Co. Inc.
BBY · Pre-market
day-after-4.4%
beat avg +2.5%
EPS
$1.47+7.3%
vs est $1.37
Revenue
$9.8B+4%
vs LY $9.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
Hormel Foods Corporation
HRL · Pre-market
day-after-10.3%
beat avg +0.5%
EPS
$0.37+4.6%
vs est $0.35
Revenue
$3.0B-2%
vs LY $3.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
BI
Bilibili
BILI · Pre-market
day-after+3.8%
beat avg -3.4%
EPS
$1.58+3.0%
vs est $1.53
Revenue
$1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Marvell Technology Inc.
MRVL · After close
day-after-10.3%
beat avg +1.0%
EPS
$0.94+1.0%
vs est $0.93
Revenue
$2.7B+37%
vs LY $2.0B
Surging data center AI demand drives record revenue and raised guidance
Positives
  • ▲Accelerating Data Center Growth
  • ▲Significant Revenue Guidance Hike
  • ▲Operating Leverage and Margin Expansion
Concerns
  • ▼Decline in Communications and Other Segments
  • ▼Temporary Dip in Operating Cash Flow
  • ▼Sequential Decline in Non-GAAP Gross Margin
“We now expect overall Marvell revenue in fiscal 2027 to grow approximately 45% year-over-year to roughly $12 billion, up from our prior outlook of approximately $11.5 billion just one quarter ago.”
· Matt Murphy (CEO)
IREN
IREN · After close
day-after-12.5%
beat avg -4.2%
EPS
-$0.25+44.1%
vs est -$0.45
Revenue
$137M-27%
vs LY $187M
Accelerated AI cloud transition and revenue growth driven by large-scale contracts
Positives
  • ▲Explosive Growth in AI Cloud
  • ▲Capital-Efficient GPU Financing
  • ▲Infrastructure Expansion and New Wins
Concerns
  • ▼Declining EBITDA and Net Losses
  • ▼Revenue Decline from Mining Phase-out
  • ▼Rising Operating Costs and Investment Needs
“$4 billion of ARR is now contracted for our 2026 capacity, and $1 billion of that is operating today.”
· Daniel Roberts, Co-CEO
Autodesk Inc.
ADSK · After close
day-after-3.7%
beat avg -0.8%
EPS
$3.30+5.6%
vs est $3.12
Revenue
$2.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
Workday Inc. Class A
WDAY · After close
day-after+5.8%
beat avg -0.5%
EPS
$2.75+5.3%
vs est $2.61
Revenue
$2.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
AF
Affirm Holdings Inc. Class A
AFRM · After close
day-after+0.3%
beat avg +9.0%
EPS
$4.97+486.3%
vs est $0.85
Revenue
$1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Ulta Beauty Inc.
ULTA · After close
day-after-4.2%
beat avg +3.9%
EPS
$6.55+4.8%
vs est $6.25
Revenue
$3.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
RB
Rubrik Inc. Class A
RBRK · After close
day-after-13.1%
beat avg +2.3%
EPS
$0.20+409.6%
vs est $0.04
Revenue
$427M
Call summary pending
Summarizing the earnings call. Arrives soon.
HQ
HealthEquity Inc.
HQY · After close
day-after+3.2%
beat avg +1.3%
EPS
$1.24+3.9%
vs est $1.19
Revenue
$351M
Call summary pending
Summarizing the earnings call. Arrives soon.
GA
Gap Inc. (The)
GAP · After close
day-after+12.9%
beat avg +7.7%
EPS
$1.38+165.4%
vs est $0.52
Revenue
$3.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
S
SentinelOne Inc. Class A
S · After close
day-after-5.2%
miss avg -4.8%
EPS
-$0.27-16.5%
vs est -$0.23
Revenue
$292M
Call summary pending
Summarizing the earnings call. Arrives soon.

Wed 8/26 · 16

Williams-Sonoma Inc. Common Stock (DE)
WSM · Pre-market
day-after+1.1%
beat avg +2.1%
EPS
$2.84+39.9%
vs est $2.03
Revenue
$2.0B+7%
vs LY $1.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
The J.M. Smucker Company
SJM · Pre-market
day-after+4.3%
beat avg +1.5%
EPS
$3.24+46.2%
vs est $2.22
Revenue
$2.2B+5%
vs LY $2.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
LI
Li Auto
LI · Pre-market
day-after-1.1%
miss avg -1.7%
EPS
-$1.69-306.6%
vs est -$0.42
Revenue
$3.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
DY
Dycom Industries Inc.
DY · Pre-market
day-after-11.6%
beat avg +2.8%
EPS
$5.29+14.5%
vs est $4.62
Revenue
$2.0B+46%
vs LY $1.4B
Call summary pending
Summarizing the earnings call. Arrives soon.
DC
Donaldson Company Inc.
DCI · Pre-market
day-after+2.1%
beat avg +2.2%
EPS
$1.15+2.1%
vs est $1.13
Revenue
$1.1B+8%
vs LY $981M
Call summary pending
Summarizing the earnings call. Arrives soon.
AN
Abercrombie & Fitch Company
ANF · Pre-market
day-after+35.7%
beat avg +8.4%
EPS
$4.17+76.0%
vs est $2.37
Revenue
$1.3B+5%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
NVIDIA Corporation
NVDA · After close
day-after+8.7%
beat avg +0.8%
EPS
$2.22+6.2%
vs est $2.09
Revenue
$96.2B+106%
vs LY $46.7B
Surging data center revenue and accelerating AI infrastructure demand
Positives
  • ▲Explosive Data Center Growth
  • ▲Strong AI Demand and Outlook
  • ▲Enhanced Shareholder Returns
Concerns
  • ▼Margin Pressure from Memory Costs
  • ▼Rising OpEx and Receivables
  • ▼Significant Inventory Buildup
“This time last year, one lab alone was driving the buildout today, we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel.”
· Jensen Huang, CEO
CrowdStrike Holdings Inc. Class A
CRWD · After close
day-after+20.5%
beat avg +3.8%
EPS
$0.31+6.4%
vs est $0.29
Revenue
$1.5B+26%
vs LY $1.2B
Record-breaking results and raised guidance driven by surging AI security demand
Positives
  • ▲Record performance and accelerated growth
  • ▲Success of platform consolidation strategy
  • ▲Strong cash flow generation
“We're raising our full year fiscal 2027 net new ARR growth outlook by 630 basis points. We now expect year-over-year growth of 34% at the midpoint.”
· George Kurtz (CEO)
Salesforce Inc.
CRM · After close
day-after+22.6%
beat avg +0.8%
EPS
$5.90+80.4%
vs est $3.27
Revenue
$11.3B+11%
vs LY $10.2B
Strong performance driven by AI product growth and raised revenue guidance
Positives
  • ▲Explosive Growth in AI Products
  • ▲Strong Cash Flow and Shareholder Returns
  • ▲Raised Guidance and Backlog Growth
Concerns
  • ▼Operating Margin Stagnation and Costs
“Agentforce ARR hit $1.5 billion. Our ARR for AI and data is about to cross $4 billion.”
· Marc Benioff, CEO
Synopsys Inc.
SNPS · After close
day-after+13.4%
beat avg -1.2%
EPS
$3.91+6.4%
vs est $3.67
Revenue
$2.5B+42%
vs LY $1.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Okta Inc. Class A
OKTA · After close
day-after+28.6%
beat avg +6.9%
EPS
$1.05+8.9%
vs est $0.96
Revenue
$805M+11%
vs LY $728M
Steady growth in core business and early leadership in AI agent security
Positives
  • ▲Revenue growth and improved profitability
  • ▲Strong cash flow and financial health
  • ▲Expansion of backlog and large enterprise customers
Concerns
  • ▼Conservative guidance reflecting slower growth
  • ▼Headwinds from professional services shift
  • ▼Impact of lower interest income on cash flow
“Our Q2 performance was highlighted by accelerating cRPO, success with our largest customers, and strong profitability and cash flow.”
· Brett Tighe, CFO
Agilent Technologies Inc.
A · After close
day-after+1.7%
beat avg +2.3%
EPS
$1.62+9.0%
vs est $1.49
Revenue
$1.9B+8%
vs LY $1.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Veeva Systems Inc. Class A
VEEV · After close
day-after+15.2%
beat avg +2.6%
EPS
$2.35+5.8%
vs est $2.22
Revenue
$928M+18%
vs LY $789M
Call summary pending
Summarizing the earnings call. Arrives soon.
HP Inc.
HPQ · After close
day-after-2.9%
beat avg +2.3%
EPS
$0.83+20.0%
vs est $0.69
Revenue
$15.7B+13%
vs LY $13.9B
Call summary pending
Summarizing the earnings call. Arrives soon.
NT
Nutanix Inc. Class A
NTNX · After close
day-after+6.8%
beat avg -0.1%
EPS
$0.60+23.6%
vs est $0.49
Revenue
$757M+16%
vs LY $653M
Call summary pending
Summarizing the earnings call. Arrives soon.
UR
Urban Outfitters Inc.
URBN · After close
day-after-5.0%
beat avg +2.4%
EPS
$2.78+63.2%
vs est $1.70
Revenue
$1.7B+10%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.

Tue 8/25 · 6

DK
Dick's Sporting Goods Inc
DKS · Pre-market
day-after-30.7%
miss avg -18.3%
EPS
$3.53-9.0%
vs est $3.88
Revenue
$5.6B+53%
vs LY $3.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
Intuit Inc.
INTU · After close
day-after-3.2%
beat avg -1.5%
EPS
$4.03+12.3%
vs est $3.59
Revenue
$4.4B+14%
vs LY $3.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
HE
Heico Corporation
HEI · After close
day-after-1.4%
beat avg +2.2%
EPS
$1.67+10.6%
vs est $1.51
Revenue
$1.4B+23%
vs LY $1.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
ZM
Zoom Communications Inc. Class A
ZM · After close
day-after-7.0%
beat avg +2.7%
EPS
$1.55+5.0%
vs est $1.48
Revenue
$1.3B+5%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
SM
Semtech Corporation
SMTC · After close
day-after+10.4%
beat avg +6.6%
EPS
$0.71+15.6%
vs est $0.61
Revenue
$342M+33%
vs LY $258M
Call summary pending
Summarizing the earnings call. Arrives soon.
BO
Box Inc. Class A
BOX · After close
day-after+1.2%
beat avg +5.5%
EPS
$0.40+0.5%
vs est $0.40
Revenue
$321M+9%
vs LY $294M
Call summary pending
Summarizing the earnings call. Arrives soon.

Mon 8/24 · 2

PDD Holdings
PDD · Pre-market
day-after-1.5%
beat avg -1.2%
EPS
$19.33+5.3%
vs est $18.35
Revenue
$16.6B
Slowing revenue growth, declining net income, and global regulatory headwinds
Positives
  • ▲Solid growth in transaction services
  • ▲Supply chain optimization and logistics
  • ▲Stable operating cash flow
Concerns
  • ▼Net income decline and margin compression
  • ▼Slowing growth and rising expenses
  • ▼Global regulatory and operational risks
“Group revenue was RMB 112.4 billion, representing a year-over-year increase of 8%, while group net income was RMB 27.2 billion, declining 12% year-over-year.”
· Jiong Li
XP
XPeng
XPEV · Pre-market
day-after-8.5%
miss avg -5.5%
EPS
-$1.29-68.6%
vs est -$0.76
Revenue
$2.9B
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.