AfternsAfterns
Earnings brief

US stock earnings,
the key summary

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

This week
10/wk26
10/wk113
9/wk48
9/wk31
9/wk216
9/wk130
8/wk440
8/wk321
8/wk269
8/wk1453
7/wk5392
7/wk4167
HD7/wk36
Summary

13 companies reported in 9/28–10/2, and 12 beat consensus.

Thu 10/1 · 4

Accenture plc Class A Ordinary Shares (Ireland)
ACN · Pre-market
day-after+15.8%
beat avg -1.2%
EPS
$3.29+3.4%
vs est $3.18
Revenue
$18.7B+6%
vs LY $17.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
McCormick & Company Incorporated
MKC · Pre-market
day-after-4.9%
beat avg +1.5%
EPS
$0.86+13.8%
vs est $0.76
Revenue
$2.0B+17%
vs LY $1.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
AY
Acuity Inc.
AYI · Pre-market
day-after-3.4%
beat avg +2.3%
EPS
$5.77+3.8%
vs est $5.56
Revenue
$1.2B+3%
vs LY $1.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
Nike Inc.
NKE · After close
day-after-3.6%
beat avg -4.5%
EPS
$0.48+9.9%
vs est $0.44
Revenue
$11.2B-4%
vs LY $11.7B
Revenue decline driven by sportswear and Greater China weakness despite performance growth
Positives
  • ▲Strong growth in performance segments
  • ▲Margin expansion and cost discipline
  • ▲Inventory management and shareholder returns
Concerns
  • ▼Revenue decline in core segments
  • ▼Sharp downturn in Greater China
  • ▼Conservative fiscal year outlook
“We currently expect revenues to decline in the high single-digit range. We expect those actions will create pressure on reported revenues for the remainder of fiscal 2027 and into 2028.”
· Dave Denton, CFO

Wed 9/30 · 5

Jabil Inc.
JBL · Pre-market
day-after-10.0%
beat avg +1.5%
EPS
$4.40+8.0%
vs est $4.08
Revenue
$10.6B+29%
vs LY $8.3B
Call summary pending
Summarizing the earnings call. Arrives soon.
FactSet Research Systems Inc.
FDS · Pre-market
day-after+3.8%
beat avg +1.0%
EPS
$4.52+4.0%
vs est $4.35
Revenue
$635M+6%
vs LY $597M
Call summary pending
Summarizing the earnings call. Arrives soon.
CA
ConAgra Brands Inc.
CAG · Pre-market
day-after-4.9%
beat avg -0.3%
EPS
$0.41+46.4%
vs est $0.28
Revenue
$2.6B-1%
vs LY $2.6B
Call summary pending
Summarizing the earnings call. Arrives soon.
Micron Technology Inc.
MU · After close
day-after+3.0%
beat avg +2.3%
EPS
$33.42+5.0%
vs est $31.82
Revenue
$54.2B+379%
vs LY $11.3B
Record-breaking results driven by AI demand and outlook for sustained supply tightness
Positives
  • ▲Explosive AI-driven revenue growth
  • ▲Significant margin expansion
  • ▲Strong outlook backed by AI demand
Concerns
  • ▼Declining shipment volumes in Mobile and Client
  • ▼Supply constraints and production efficiency
“AI is becoming Super Intelligence (SI), and memory enhances this intelligence and the competitiveness of our customers' platforms.”
· Sanjay Mehrotra (CEO)
CA
Cal-Maine Foods Inc.
CALM · After close
day-after-3.3%
miss avg +0.4%
EPS
-$1.24-63.2%
vs est -$0.76
Revenue
$540M-42%
vs LY $923M
Call summary pending
Summarizing the earnings call. Arrives soon.

Tue 9/29 · 1

Carnival Corporation Ltd. Common Shares
CCL · Pre-market
day-after+13.4%
beat avg +3.1%
EPS
$1.43+5.9%
vs est $1.35
Revenue
$8.4B+3%
vs LY $8.2B
Call summary pending
Summarizing the earnings call. Arrives soon.

Mon 9/28 · 3

JE
Jefferies Financial Group Inc.
JEF · After close
day-after-1.3%
beat avg -2.4%
EPS
$1.08+8.0%
vs est $1.00
Revenue
$2.2B+48%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
MT
Vail Resorts Inc.
MTN · After close
day-after+2.3%
beat avg +0.6%
EPS
-$5.34+0.2%
vs est -$5.35
Revenue
$278M+3%
vs LY $271M
Call summary pending
Summarizing the earnings call. Arrives soon.
AI
AAR Corp.
AIR · After close
day-after-7.3%
beat avg -2.3%
EPS
$1.49+15.5%
vs est $1.29
Revenue
$918M+24%
vs LY $740M
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.