9월 7일~11일 미국 실적 발표는 어떤 종목이 있었나요?

9월 7일~11일 미국 기업 16곳이 실적을 발표했습니다. 주요 종목: 서비스타이탄(TTAN), Navan Inc. Class A(NAVN), 브레이즈(BRZE), 쿠퍼(COO), 케이시스(CASY), 코어앤메인(CNM) 등.

9월 7일~11일 실적 발표 후 주가가 가장 많이 오른 미국 종목은?

게임스탑(GME)입니다. 발표일 주가가 +5.3% 상승했습니다.

9월 7일~11일 실적 발표 후 주가가 가장 많이 내린 미국 종목은?

서비스타이탄(TTAN)입니다. 발표일 주가가 -30.0% 하락했습니다.

9월 7일~11일 미국 실적 중 시장 기대치를 상회한 종목은 몇 개인가요?

발표한 16곳 중 13곳이 컨센서스(시장 예상치)를 상회했고, 2곳이 하회했습니다.

이 데이터를 기사나 콘텐츠에 인용해도 되나요?

네, 출처를 afterns.com(애프턴스)으로 표기하면 자유롭게 인용할 수 있습니다. 데이터·언론 문의: contact@afterns.com.

Earnings, the easiest place to see

Earnings brief

US stock earnings,
the key summary

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

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

Summary

16 companies reported in 9/7–9/11, and 13 beat consensus.

U.S. session

notable stocks

Fri 9/11 · 1

Slowing identical sales growth and lowered full-year guidance

Positives

▲Growth in E-commerce and Retail Media
▲Profitability Defense via Cost Savings
▲Continued Shareholder Returns

Concerns

▼Sharp Deceleration in Identical Sales
▼Rising Operating Costs and Margin Pressure
▼Uncertainty from External Headwinds

“We are lowering our full-year identical sales without fuel guidance to a new range of 0.2%-0.8% from our initial range of 1%-2%.”

· David Kennerley, CFO

Thu 9/10 · 4

Broad-based sales growth across all nameplates and upward revision of annual guidance

Positives

▲Consistent growth across all brands
▲Improved profitability and raised outlook
▲Strengthened financial position

Concerns

▼Softness in specific categories
▼Inventory growth outpacing sales

“Macy's, Inc. net sales, comparable sales, adjusted EBITDA, and adjusted diluted EPS all exceeded our guidance.”

Explosive growth in cloud infrastructure and accelerated performance

Positives

▲Record growth in cloud infrastructure
▲Improved profitability and cash flow
▲Upward revision of annual guidance

Concerns

▼Negative free cash flow due to heavy investment
▼Decline in legacy software revenue

“If I had to describe this quarter in one word, I think it would be acceleration. As we are seeing an acceleration in execution across the company, translating into our top and bottom line results.”

Revenue growth driven by AI product innovation and expanded user base

Positives

▲Strong growth in AI-driven product revenue
▲Expansion of user base and active users
▲Upward revision of annual financial targets

Concerns

▼RPO growth lagging behind revenue growth
▼Decelerating annual ARR growth guidance

“Adobe delivered double-digit revenue and EPS growth in Q3 and we're raising full year revenue and EPS targets.”

· Steve Day, Interim CFO

Modest revenue growth and market expansion through ACV acquisition

Positives

▲Strong growth in international segment
▲Recovery in non-insurance segment
▲Platform expansion via ACV acquisition

Concerns

▼Declining profitability and earnings
▼Weakness in U.S. insurance volumes
▼Rising operating costs and margin pressure

“Global unit sales were down across the company 2.9%. Domestically, that was down 5.7%. Internationally, we were up 10%.”

· Jay Adair (CEO)

Wed 9/9 · 7

Strong growth in AI-driven identity security platform and accelerated SaaS transition

Positives

▲Robust Growth in SaaS and AI Solutions
▲Expansion of Remaining Performance Obligations
▲Increased Revenue per Customer and Platform Value

Concerns

▼Widening GAAP Operating Loss
▼Short-term Headwinds from Revenue Recognition Shift

“We finished the second quarter with ARR of $1.231 billion, up 25% year-over-year, exceeding the midpoint of our guidance by $11 million.”

· Mark McClain, CEO

Core & Main Inc. Class A

Revenue growth and margin expansion drive solid results while reaffirming full-year outlook

Positives

▲Growth in Key Segments
▲Cost Efficiency and Margin Expansion
▲Strong Shareholder Returns

Concerns

▼Weakness in Residential Construction
▼Slowing Revenue Growth
▼Slight Decline in Gross Margin

“Net sales in the second quarter were approximately $2.1 billion, up 2.5% compared with the prior year. Adjusted EBITDA grew approximately 3% to $274 million, while Adjusted EBITDA margin expanded 10 basis points to 12.8%.”

· Mark Witkowski, CEO

Revenue growth across all regions and expansion through acquisitions

Positives

▲Consistent revenue growth across all regions
▲Significant increase in remaining fees
▲Solid improvement in profitability metrics

Concerns

▼Slowdown in APAC region growth
▼Decline in net income margin
▼Pressure on profitability from rising costs

“This marks our sixth consecutive quarter of top-line growth, demonstrating the momentum and durability of our business.”

· Gary D. Burnison, CEO

The Cooper Companies Inc.

Revenue stagnation due to U.S. channel inventory reduction and focus on profitability

Positives

▲Record Free Cash Flow Generation
▲Solid Growth in CooperSurgical
▲Improved Profitability and Expense Management

Concerns

▼Growth Headwinds from U.S. Inventory Destocking
▼Negative Growth in Asia Pacific
▼Decline in Non-GAAP Gross Margin

“At CooperVision, however, we proactively reduced U.S. channel inventory that weighed on our results and will continue to impact Q4.”

Steady revenue growth and improved profitability leading to raised full-year guidance

Positives

▲Stable Revenue Growth and Customer Expansion
▲Structural Improvement in Profitability
▲Robust Growth in Subscription Model

Concerns

▼Premiumization Pressure from Weak Consumer Sentiment
▼Margin Outperformance Driven by One-time Items

“Chewy delivered a strong second quarter, with growth of 7.3% to $3.33 billion of net sales at the high end of our guidance, and a 6.8% Adj. EBITDA margin, exceeding our expectations.”

Record-high funded backlog and expansion of manufacturing capacity

Positives

▲Record backlog and strong demand
▲Improved margins and profitability
▲Growth in core segments

Concerns

▼Revenue decline in SCDE segment
▼Lower service margins and one-time costs
▼Maintained guidance suggests moderate growth

“Our funded backlog grew to a record $1.5 billion, which is 37% higher than the same period last year.”

Strong revenue growth of 35% and improved operating leverage

Positives

▲Solid growth in revenue and booking volume
▲Improved non-GAAP profitability and margins
▲Record demand in enterprise business

Concerns

▼Widening GAAP operating losses

“We delivered strong growth with new signed GBV in our SLG business growing 60% year-over-year on a trailing-twelve-month basis to a record $4 billion.”

· Ariel Cohen, CEO

Tue 9/8 · 4

Casey's General Stores Inc.

Solid earnings performance and smooth integration of strategic acquisitions

Positives

▲Quality growth focused on profitability
▲Strong performance in prepared food
▲Efficient cost management and margin expansion

Concerns

▼Decline in fuel same-store volume
▼Steep increase in operating expenses
▼Temporary decline in free cash flow

“Diluted EPS finished at $7.37 per share, up 28% from the prior year. Net income was $274 million, an increase of 27% from the prior year.”

· Darren Rebelez (CEO)

Summarizing the earnings call. Arrives soon.

ServiceTitan Inc. Class A

Summarizing the earnings call. Arrives soon.

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.

US stock earnings,the key summary

Fri 9/11 · 1

Thu 9/10 · 4

Wed 9/9 · 7

Tue 9/8 · 4

US stock earnings,
the key summary