Earnings
Quarterly results explained in plain language, with reported figures versus expectations.
Micron Q4 2026 earnings: record revenue and profit on AI memory boom
MU · September 30, 2026Micron's fiscal fourth quarter beat Wall Street forecasts by a wide margin, as soaring demand for AI-related memory chips drove record revenue, profit and margins.
Carnival Q3 2026 earnings: record revenue and bookings beat expectations, guidance raised
CCL · September 29, 2026Carnival's fiscal Q3 2026 profit and revenue beat estimates, with record bookings, falling debt, and raised full-year guidance.
CarMax Q2 2027 earnings: profit and sales beat estimates as used-car demand rebounds
KMX · September 29, 2026CarMax topped profit and sales forecasts by a wide margin as used-car sales and its lending arm both rebounded, though per-car profit dipped slightly.
Costco Q4 2026 earnings: sales climb 11%, tariff refund adds one-time boost to profit
COST · September 24, 2026Costco's fiscal Q4 sales and profit grew strongly, helped by resilient shopping and a one-time tariff-refund boost, while high membership fee income kept underlying profitability solid.
Darden Restaurants Q1 2027 earnings: sales grow but Olive Garden scare weighs on results
DRI · September 24, 2026Darden's sales grew 5.1% but profit and revenue landed just shy of forecasts, dragged down by an Olive Garden food-safety scare; the company kept its full-year guidance unchanged.
TD Synnex Q3 2026 earnings: record revenue and profit beat, but margin and cash concerns hit shares
SNX · September 24, 2026TD Synnex beat profit and revenue estimates on surging AI-driven data-center demand, but shares fell as investors focused on thinning margins and cash tied up funding growth.
Cintas Q1 2027 earnings: revenue tops $3 billion for the first time, guidance raised
CTAS · September 23, 2026Cintas topped $3 billion in quarterly revenue for the first time, beat adjusted EPS estimates, and raised its full-year guidance.
Paychex Q1 2027 earnings: profit in line, but core payroll segment growth cools
PAYX · September 23, 2026Paychex topped EPS estimates and grew PEO revenue 12%, but its core Management Solutions segment slowed to 4% growth, sending shares lower.
AutoZone Q4 2026 earnings: profit beats estimates, revenue falls short
AZO · September 22, 2026AutoZone's Q4 2026 profit topped estimates, boosted by tariff refunds and lower inventory charges, but revenue fell short as domestic sales growth stayed modest.
KB Home Q3 2026 earnings: profit beats estimates as deliveries and margins slide
KBH · September 22, 2026KB Home beat profit expectations in its fiscal Q3 2026 even as sales and margins fell, while a rebounding backlog hinted at steadying demand.
Lennar Q3 2026 earnings: profit and revenue miss as housing demand softens
LEN · September 16, 2026Lennar's Q3 2026 profit and revenue missed forecasts as home deliveries, prices, and margins all slipped amid weaker housing demand.
Oracle Q1 2027 earnings: AI cloud demand drives profit beat and raised outlook
ORCL · September 10, 2026Oracle topped profit expectations on surging AI-driven cloud infrastructure demand, though revenue landed just under estimates; management raised its full-year outlook on a record contracted backlog.
American Eagle Outfitters Q2 2026 earnings: tariff refund boosts profit as Aerie surges, core brand lags
AEO · September 9, 2026American Eagle topped profit estimates on a big tariff refund, but soft American Eagle brand sales and trimmed guidance sent shares lower even as Aerie kept surging.
Chewy Q2 2026 earnings: profit beats estimates, guidance raised despite soft pet market
CHWY · September 9, 2026Chewy topped profit expectations and raised its full-year outlook, even as the broader pet market stayed sluggish.
Cooper Companies Q3 2026 earnings: profit beats, revenue falls short
COO · September 9, 2026Cooper beat profit estimates but missed on revenue as contact-lens sales stayed flat; it opted to keep CooperSurgical and expanded its buyback.
Signet Jewelers Q2 2027 earnings: profit beats estimates, guidance raised
SIG · September 9, 2026Signet's profit beat Wall Street estimates by a wide margin and it raised full-year guidance, even though revenue came in just shy of forecasts.
Casey's General Stores Q1 2027 earnings: profit beats estimates on fuel margin strength
CASY · September 8, 2026Casey's topped profit expectations for a fifth straight quarter as fuel margins jumped, though shares fell on signs inside-store sales growth is cooling.
Campbell's Co Q4 2026 earnings: sales miss, dividend cut, weak outlook
CPB · September 3, 2026Campbell's topped adjusted profit estimates but missed on sales, posted a net loss, cut its dividend 36%, and guided to a weaker fiscal 2027.
Guidewire Q4 2026 earnings: profit and revenue beat, but slower growth outlook spooks investors
GWRE · September 3, 2026Guidewire topped Wall Street's profit and revenue targets and posted record-low customer attrition, but shares fell as next year's growth guidance points to a slowdown.
Samsara Q2 2027 earnings: revenue and profit beat estimates as big customers drive growth
IOT · September 3, 2026Samsara's Q2 2027 revenue and profit beat estimates, fueled by strong growth in large customer contracts, and the company raised its full-year outlook.