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

30 companies reported in 8/31–9/4, and 29 beat consensus.

Thu 9/3 · 12

Ciena Corporation
CIEN · Pre-market
day-after-10.4%
beat avg -2.0%
EPS
$2.11+26.4%
vs est $1.67
Revenue
$1.7B
Record revenue growth and raised guidance driven by AI network investment
Positives
  • ▲Strong Revenue Growth Driven by AI
  • ▲Significant Improvement in Profitability
  • ▲Surging Backlog and Raised Guidance
Concerns
  • ▼Temporary Decline in Operating Cash Flow
  • ▼Margin Boosted by One-time Gains
“We are currently projecting to exit fiscal 2026 with over $10 billion in backlog.”
· Gary Smith, CEO
TT
Toro Company (The)
TTC · Pre-market
day-after-6.8%
beat avg +1.7%
EPS
$1.33+1.5%
vs est $1.31
Revenue
$1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
CP
The Campbell's Company
CPB · Pre-market
day-after-6.9%
beat avg +0.3%
EPS
$0.39+0.0%
vs est $0.39
Revenue
$2.1B
Call summary pending
Summarizing the earnings call. Arrives soon.
BR
Brady Corporation
BRC · Pre-market
day-after+0.2%
beat avg +2.4%
EPS
$1.48+1.0%
vs est $1.47
Revenue
$437M+10%
vs LY $397M
Call summary pending
Summarizing the earnings call. Arrives soon.
Zscaler Inc.
ZS · After close
day-after-4.5%
beat avg -6.1%
EPS
$1.19+9.2%
vs est $1.09
Revenue
$898M+25%
vs LY $719M
Solid revenue and ARR growth driven by AI security platform expansion
Positives
  • ▲Strong Revenue and ARR Growth
  • ▲Improved Operating Margin and Profitability
  • ▲Expansion of AI Security Solutions
Concerns
  • ▼Deceleration in Guidance Growth
  • ▼Decline in Free Cash Flow Margin
  • ▼Restructuring Charges
“We delivered a strong fourth quarter, with revenue and ARR both growing 25% year over year, net new ARR growing 24%, and non-GAAP operating margin reaching a record 24%.”
· Kevin Rubin, CFO
lululemon athletica inc.
LULU · After close
day-after-17.4%
beat avg -5.5%
EPS
$2.92+63.3%
vs est $1.79
Revenue
$2.4B-4%
vs LY $2.5B
Revenue decline and downward revision of full-year guidance
Positives
  • ▲Earnings support from tariff refunds
  • ▲Disciplined inventory management
  • ▲Strong brand presence in key markets
Concerns
  • ▼Revenue contraction and growth slowdown
  • ▼Core category weakness and margin pressure
  • ▼Downward revision of annual guidance
“For 2026, the Company now expects net revenue to be in the range of $10.350 billion to $10.500 billion, representing a decline of 5% to 7%.”
· Meghan Frank, Interim Co-CEO and CFO
Planet Labs PBC Class A
PL · After close
day-after-1.3%
beat avg +3.4%
EPS
$0.02+193.8%
vs est -$0.02
Revenue
$116M+58%
vs LY $73M
Record revenue growth driven by satellite services and AI-enabled solutions
Positives
  • ▲Strong Revenue and Profitability
  • ▲Defense and Intelligence Momentum
  • ▲Robust Cash Position
Concerns
  • ▼Margin Compression
  • ▼Slower Backlog Growth
“Planet had another outstanding quarter, delivering a record $116 million in revenue, representing approximately 58% year-over-year growth.”
· Will Marshall, CEO
IO
Samsara Inc. Class A
IOT · After close
day-after+3.7%
beat avg +5.5%
EPS
$0.20+53.9%
vs est $0.13
Revenue
$508M
Call summary pending
Summarizing the earnings call. Arrives soon.
GW
Guidewire Software Inc.
GWRE · After close
day-after-19.9%
beat avg +2.3%
EPS
$0.99+5.5%
vs est $0.94
Revenue
$411M
Call summary pending
Summarizing the earnings call. Arrives soon.
DO
DocuSign Inc.
DOCU · After close
day-after+3.7%
beat avg +2.4%
EPS
$1.16+6.8%
vs est $1.09
Revenue
$876M
Call summary pending
Summarizing the earnings call. Arrives soon.
PA
UiPath Inc. Class A
PATH · After close
day-after-16.6%
beat avg -2.6%
EPS
$0.15+1.6%
vs est $0.15
Revenue
$410M
Call summary pending
Summarizing the earnings call. Arrives soon.
VS
Victorias Secret & Co. Common Stock
VSXY · After close
day-after+2.6%
beat avg -3.7%
EPS
$0.95+22.7%
vs est $0.77
Revenue
$1.6B+10%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.

Wed 9/2 · 9

BF-B
BF-B · Pre-market
day-after+3.9%
beat avg +0.8%
EPS
$0.38+3.1%
vs est $0.37
Revenue
$911M-1%
vs LY $924M
Call summary pending
Summarizing the earnings call. Arrives soon.
OL
Ollie's Bargain Outlet Holdings Inc.
OLLI · Pre-market
day-after+2.1%
beat avg +2.4%
EPS
$1.42+26.5%
vs est $1.12
Revenue
$741M+9%
vs LY $680M
Call summary pending
Summarizing the earnings call. Arrives soon.
Broadcom Inc.
AVGO · After close
day-after-2.7%
beat avg +1.1%
EPS
$3.32+5.1%
vs est $3.16
Revenue
$29.6B
Rapid revenue growth driven by surging AI semiconductor demand and record-breaking performance
Positives
  • ▲Explosive growth in AI semiconductors
  • ▲Record profitability and operating leverage
  • ▲Strong outlook for the next quarter
Concerns
  • ▼Gross margin compression due to product mix
“Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter.”
· Hock Tan, CEO
Snowflake Inc.
SNOW · After close
day-after+16.6%
beat avg +8.1%
EPS
$0.62+38.7%
vs est $0.45
Revenue
$1.5B
Accelerated product revenue growth and improved AI-driven profitability
Positives
  • ▲Accelerated Product Revenue Growth
  • ▲Raised Full-Year Outlook
  • ▲Expansion of Customer Base and RPO
Concerns
  • ▼Significant GAAP Operating Loss
  • ▼Low Free Cash Flow Margin
“Q2 marks our third consecutive quarter of product revenue growth acceleration, driven by strength in both our core data platform and a meaningful step-up in AI revenue.”
· Brian Robins, CFO
Hewlett Packard Enterprise Company
HPE · After close
day-after+5.0%
beat avg +4.5%
EPS
$1.11+18.4%
vs est $0.94
Revenue
$12.2B+34%
vs LY $9.1B
Record AI demand and networking growth drive strong results and raised outlook
Positives
  • ▲Record growth in AI and Networking
  • ▲Significant improvement in profitability
  • ▲Strong backlog and raised guidance
Concerns
  • ▼Revenue conversion lag due to supply constraints
  • ▼Rapid increase in inventory levels
  • ▼Negative growth in Financial Services
“We booked more orders than any prior quarter in our history, resulting in a record-breaking backlog for the company.”
· Antonio Neri, CEO
NetApp Inc.
NTAP · After close
day-after+2.5%
beat avg +4.6%
EPS
$2.58+21.5%
vs est $2.12
Revenue
$2.0B+30%
vs LY $1.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
FI
Five Below Inc.
FIVE · After close
day-after-1.3%
beat avg +2.2%
EPS
$1.68+44.8%
vs est $1.16
Revenue
$1.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
AG
Argan Inc.
AGX · After close
day-after+0.3%
beat avg +9.1%
EPS
$3.76+41.2%
vs est $2.66
Revenue
$384M+62%
vs LY $238M
Call summary pending
Summarizing the earnings call. Arrives soon.
NT
Netskope Inc. Class A
NTSK · After close
day-after+4.3%
beat avg -12.0%
EPS
-$0.03+55.5%
vs est -$0.07
Revenue
$221M+29%
vs LY $171M
Call summary pending
Summarizing the earnings call. Arrives soon.

Tue 9/1 · 8

Medtronic plc. Ordinary Shares
MDT · Pre-market
day-after+1.5%
beat avg -0.4%
EPS
$1.45+4.5%
vs est $1.39
Revenue
$9.8B
Call summary pending
Summarizing the earnings call. Arrives soon.
NI
NIO
NIO · Pre-market
day-after-4.0%
beat avg +0.7%
EPS
$0.01+107.1%
vs est -$0.14
Revenue
$4.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
MM
MiniMed Group Inc.
MMED · Pre-market
day-after+10.7%
beat avg +10.7%
EPS
$0.13+37.8%
vs est $0.10
Revenue
$843M+17%
vs LY $723M
Call summary pending
Summarizing the earnings call. Arrives soon.
Dell Technologies Inc. Class C Common Stock
DELL · After close
day-after+15.8%
beat avg +8.1%
EPS
$7.04+44.3%
vs est $4.88
Revenue
$47.0B
Record-breaking performance driven by surging AI server and traditional infrastructure demand
Positives
  • ▲Explosive growth in AI server segment
  • ▲Strong momentum in traditional servers and storage
  • ▲Improved profitability through operational efficiency
Concerns
  • ▼Decline in cash flow from operations
“In Q2, we booked a record of $60.9 billion in AI orders and recognized $16.4 billion in AI server revenue.”
· Jeff Clarke, COO
Palo Alto Networks Inc.
PANW · After close
day-after-9.3%
beat avg -5.3%
EPS
$1.02+4.3%
vs est $0.98
Revenue
$3.4B
Strong growth in next-gen security platforms and AI-driven expansion
Positives
  • ▲Explosive growth in Next-Gen Security (NGS)
  • ▲Acceleration of platformization strategy
  • ▲Strengthened cash flow generation
Concerns
  • ▼Sharp decline in GAAP operating and net income
  • ▼Slowing growth outlook for fiscal year
“We achieved record RPO, surpassing the $20 billion threshold for the first time to close the year at $21.2 billion, representing a growth rate of 34%.”
· Nikesh Arora (CEO)
Credo Technology
CRDO · After close
day-after-20.0%
beat avg +4.9%
EPS
$1.20+2.7%
vs est $1.17
Revenue
$479M+115%
vs LY $223M
Explosive 115% revenue growth and expansion of optical business
Positives
  • ▲Explosive Revenue Growth and Profitability
  • ▲Diversification of Optical Portfolio
  • ▲Strong Outlook for Next Quarter
Concerns
  • ▼Decline in Cash Flow due to Working Capital
  • ▼Reduction in Cash Balance from Acquisitions
  • ▼Steep Increase in Operating Expenses
“Revenue reached a record $479 million, increasing 10% sequentially and more than doubling year over year.”
· Bill Brennan (CEO)
MongoDB Inc. Class A
MDB · After close
day-after-13.5%
beat avg -2.2%
EPS
$1.90+18.1%
vs est $1.61
Revenue
$772M+30%
vs LY $591M
Strong revenue growth of 30% and upward revision of annual guidance
Positives
  • ▲Accelerated Revenue Growth and Margin Expansion
  • ▲Solid Growth in Atlas and EA Segments
  • ▲Strong Cash Flow and Customer Base Expansion
Concerns
  • ▼Stagnant Growth Outlook for EA Segment
  • ▼Deceleration in Q3 Revenue Growth
“Total revenue of $772 million, up 30% year-over-year, and representing the highest level of quarterly growth seen since fiscal year 2024.”
· CJ Desai, CEO
GT
GitLab Inc. Class A
GTLB · After close
day-after+10.0%
beat avg -0.8%
EPS
$0.24+33.6%
vs est $0.18
Revenue
$286M+21%
vs LY $236M
Call summary pending
Summarizing the earnings call. Arrives soon.

Mon 8/31 · 1

SA
Science Applications International Corporation
SAIC · Pre-market
day-after+1.8%
beat avg +5.1%
EPS
$3.01+30.4%
vs est $2.31
Revenue
$1.9B+6%
vs LY $1.8B
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.