AfternsAfterns
Earnings brief

US stock earnings,
the key summary

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

This week
10/wk5368
10/wk4171
10/wk336
10/wk26
10/wk113
9/wk48
9/wk31
9/wk216
9/wk130
8/wk440
8/wk321
8/wk269
8/wk110
Summary

16 companies reported in 9/7–9/11, and 13 of 16 with an estimate beat consensus.

Reports
16
last wk 30 · 4-wk 161
Beat estimates
81%
13 of 16
last wk 97% · 4-wk 80%
Beat but fell
77%
10 of 13 priced
last wk 48% · 4-wk 49%
Rose on the day
19%
3 of 16
last wk 50% · 4-wk 49%
Revenue growth
+5.7%
median of 9
last wk +24.9% · 4-wk +13.9%

Biggest moves

Earnings-day move · 16 priced reports

Up
AVAeroVironment Inc.vs est +136.0%†+4.45%Kroger Company (The)vs est +3.6%+2.70%Adobe Inc.vs est +0.7%+1.37%
Down
TTServiceTitan Inc. Class Avs est +14.2%-29.98%NANavan Inc. Class Avs est +25.0%-21.75%BRBraze Inc. Class Avs est +18.8%-21.73%COThe Cooper Companies Inc.vs est +2.7%-14.67%Casey's General Stores Inc.vs est +8.1%-14.24%

Fri 9/11 · 1

Kroger Company (The)
KR · Pre-market
day-after+2.70%
beat avg +1.7%
EPS
$1.09+3.6%
vs est $1.05
Revenue
$34.6B

Thu 9/10 · 4

M
Macy's Inc
M · Pre-market
day-after-4.70%
beat avg +1.6%
EPS
$0.40+8.7%
vs est $0.37
Revenue
$4.9B
Oracle Corporation
ORCL · After close
day-after-1.74%
beat avg +0.1%
EPS
$1.92+10.4%
vs est $1.74
Revenue
$19.3B
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.”
· Hilary Maxson, CFO
Adobe Inc.
ADBE · After close
day-after+1.37%
beat avg -4.8%
EPS
$6.13+0.7%
vs est $6.09
Revenue
$6.8B
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
Copart Inc. (DE)
CPRT · After close
day-after-2.60%
miss avg -2.1%
EPS
$0.35-8.5%
vs est $0.38
Revenue
$1.2B+2%
vs LY $1.1B

Wed 9/9 · 7

SA
SailPoint Inc.
SAIL · Pre-market
day-after-1.18%
beat avg -1.5%
EPS
$0.09+13.8%
vs est $0.08
Revenue
$309M
CH
Chewy Inc. Class A
CHWY · Pre-market
day-after-10.83%
miss avg +6.4%
EPS
$0.36-0.9%
vs est $0.36
Revenue
$3.3B+7%
vs LY $3.1B
CN
Core & Main Inc. Class A
CNM · Pre-market
day-after-5.58%
beat avg +4.0%
EPS
$0.94+3.5%
vs est $0.91
Revenue
$2.1B+2%
vs LY $2.1B
CO
The Cooper Companies Inc.
COO · After close
day-after-14.67%
beat avg -1.6%
EPS
$1.15+2.7%
vs est $1.12
Revenue
$1.1B+1%
vs LY $1.1B
AV
AeroVironment Inc.
AVAV · After close
day-after+4.45%
beat avg +7.1%
EPS
$0.59+136.0%
vs est $0.25
Revenue
$480M+6%
vs LY $455M
NA
Navan Inc. Class A
NAVN · After close
day-after-21.75%
beat avg -8.4%
EPS
$0.05+25.0%
vs est $0.04
Revenue
$233M
CompanyTimingEPS vs estEarnings-day
Korn Ferry KFYPre-open+5.0%-1.11%

Tue 9/8 · 4

GM
GameStop Corporation
GME · Pre-market
day-after-1.41%
beat avg +1.0%
EPS
$0.27+0.0%
vs est $0.27
Revenue
$790M-19%
vs LY $972M
Casey's General Stores Inc.
CASY · After close
day-after-14.24%
beat avg +4.0%
EPS
$7.37+8.1%
vs est $6.82
Revenue
$5.7B+24%
vs LY $4.6B
TT
ServiceTitan Inc. Class A
TTAN · After close
day-after-29.98%
beat avg -0.3%
EPS
$0.40+14.2%
vs est $0.35
Revenue
$293M+21%
vs LY $242M
CompanyTimingEPS vs estRevenue YoYEarnings-day
Braze Inc. Class A BRZEAfter close+18.8%+26%-21.73%

By sector

Sectors with 3+ reports this week

SectorReportsBeatRoseAvg move
Consumer Discretionary74/70/7-5.8%
IT66/61/6-12.5%

Guidance raised or cut

Only when the company's release says so

Raised · 1
MMacy's Inc

Sources: reported EPS and revenue from SEC filings (EDGAR) and Yahoo Finance and StockAnalysis aggregates; consensus estimates from Yahoo Finance; earnings-day moves are close-to-close changes computed by AFTERNS; call summaries are machine-generated from earnings-call transcripts and translated. Earnings-day moves fill in after the reaction day closes.