Earnings
Quarterly results explained in plain language, with reported figures versus expectations.
Novavax Q2 2026 earnings: loss narrower than expected, revenue guidance raised
NVAX · August 6, 2026Novavax topped Q2 2026 profit and revenue estimates and raised its full-year revenue guidance, as its Sanofi vaccine partnership continues to reshape its business.
Peloton Q4 2026 Earnings: First Profitable Year, but Weak 2027 Sales Outlook
PTON · August 6, 2026Peloton posted its first-ever full profitable year and topped profit estimates, but shares fell as it guided to shrinking sales in fiscal 2027.
D-Wave Quantum Q2 2026 earnings: revenue and EPS miss, but bookings surge
QBTS · August 6, 2026D-Wave's Q2 2026 revenue and EPS both missed estimates, but bookings and backlog surged, pointing to stronger future demand even as losses widened.
Unity Software Q2 2026 earnings: big beat as AI ad tool drives growth
U · August 6, 2026Unity topped Wall Street's profit and sales targets, powered by strong growth in its AI-driven advertising business, and issued upbeat guidance for next quarter.
AppLovin Q2 2026 Earnings: Revenue Grows 53% but Falls Short of Guidance
APP · August 5, 2026AppLovin's Q2 2026 revenue grew 53% year-over-year but missed its own guidance and estimates, while EPS roughly matched forecasts; shares dropped despite continued high profitability and an upbeat Q3 outlook.
Circle Internet Group Q2 2026 earnings: results miss estimates, but USDC and new Arc network drive raised outlook
CRCL · August 5, 2026Circle's Q2 revenue and profit fell short of Wall Street estimates, but its USDC stablecoin kept growing and the company sharply raised its outlook for new businesses like the Arc blockchain.
Charles River Laboratories Q2 2026 Earnings: Beats Estimates, Raises Outlook
CRL · August 5, 2026CRL topped profit and sales forecasts as drug-testing demand stabilized, and it raised its full-year guidance; a one-time divestiture charge caused a small GAAP net loss.
DoorDash Q2 2026 earnings: revenue beats, orders up 27%, but GAAP profit dips on spending
DASH · August 5, 2026DoorDash beat revenue estimates and grew orders 27%, but GAAP profit fell on higher spending even as cash generation surged and Q3 guidance flagged seasonal margin pressure.
Disney Q3 2026 earnings: profit beats estimates on parks and streaming strength
DIS · August 5, 2026Disney topped profit expectations on strong theme-park and streaming results, though revenue fell just short of forecasts; it also raised its buyback plan.
IonQ Q2 2026 earnings: record revenue beats estimates, guidance raised after SkyWater deal
IONQ · August 5, 2026IonQ posted record revenue that beat estimates, raised its 2026 outlook, and closed a $1.8B chip-manufacturing acquisition, though GAAP results showed a large paper loss from warrant accounting.
Eli Lilly Q2 2026 earnings: profit and sales beat big as weight-loss drugs keep booming
LLY · August 5, 2026Eli Lilly's Q2 2026 profit and sales crushed estimates as Mounjaro and Zepbound demand kept surging, prompting a raised full-year outlook.
Shopify Q2 2026 earnings: sales and profit beat estimates as AI tools boost merchant sales
SHOP · August 5, 2026Shopify topped Wall Street's sales and profit expectations, with revenue up 34% and strong cash generation, and issued solid guidance for the current quarter.
Sandisk Q4 2026 Earnings: Sales Nearly Quadruple as AI Data Centers Fuel NAND Demand
SNDK · August 5, 2026Sandisk topped Wall Street's profit and sales expectations as booming AI data-center demand for flash memory drove margins sharply higher and pushed guidance for the next quarter even higher.
Uber Q2 2026 Earnings: Record Bookings, a Profit Beat, and a Cautious Outlook
UBER · August 5, 2026Uber beat profit and bookings estimates, but a cautious Q3 outlook and currency headwinds sent shares lower.
Western Digital Q4 FY2026 earnings: profit doubles on AI storage demand, but stock slides on margin outlook
WDC · August 5, 2026Western Digital's fiscal Q4 beat estimates as AI/cloud-driven hard-drive demand more than doubled EPS, but shares fell as margin guidance missed lofty expectations.
Zillow Group Q2 2026 earnings: revenue up 18%, outlook cools for Q3
ZG · August 5, 2026Zillow's quarterly revenue grew 18% from a year ago on strength in mortgages and rentals, but the company posted a small per-share loss and its outlook for the next quarter points to slower growth ahead.
AMD Q2 2026 Earnings: Record Revenue Tops Estimates, but Stock Falls on Margin Worries
AMD · August 4, 2026AMD posted record quarterly sales and beat profit forecasts on booming AI chip demand, but shares dropped after costs tied to ramping new AI hardware squeezed margins more than expected.
Atkore Q3 2026 earnings: profit squeezed by legal settlement as sales climb 8%
ATKR · August 4, 2026Atkore's quarterly profit was nearly erased by a litigation payment, even as sales grew and the company agreed to be acquired by Prysmian for $95 a share.
Caterpillar Q2 2026 Earnings: Record Revenue Fueled by Data Center Demand
CAT · August 4, 2026Caterpillar posted record $20.5B quarterly revenue and beat profit estimates, fueled by a data-center-driven power equipment boom, and raised its full-year sales outlook.
McDonald's Q2 2026 earnings: profit tops estimates, but U.S. sales growth stalls
MCD · August 4, 2026McDonald's beat profit expectations but narrowly missed on revenue as U.S. sales growth slowed sharply on value-menu execution issues.