Report Library

Citizens Financial delivered a strong third quarter with EPS of $1.41, beating consensus estimates of $1.39 by $0.02, and recording 34% year-over-year EPS growth and 8.5% sequential growth. Record revenue of $2.34 billion (beating the $2.34

M&T Bank delivered Q3 2026 diluted GAAP earnings per share of $5.04, a modest 5% decline from the prior quarter's $5.32 but representing 17% year-to-date growth versus 2025. The quarter reflects a bank navigating a higher-rate environment w

Truist reported third-quarter adjusted EPS of $1.16, up 12% year-over-year, broadly in line with expectations but overshadowed by a strategic portfolio repositioning that reduced reported EPS to $0.56 after $0.60 per share of one-time charg

Regions Financial delivered Q3 2026 earnings of $0.71 per share ($0.73 adjusted), beating consensus estimates of $0.66 and demonstrating the consistency management emphasized throughout the call. The quarter showcased strength across multip

PNC delivered a strong third quarter with adjusted net income of $2.1 billion, or $5.09 per diluted share, exceeding the consensus estimate of $4.91 and generating an 18% return on tangible common equity. The headline story is the company's

U.S. Bancorp delivered a strong third quarter with record net revenue of $8.0 billion and diluted EPS of $1.34, representing 10% year-over-year growth (or 16% excluding a $0.07 reserve build impact). The company beat consensus EPS estimates

Schwab delivered a record third quarter with adjusted EPS of $1.69, up 29% year-over-year, and total net revenues of $7.2 billion, up 17% YoY, significantly outpacing the $1.65 EPS estimate and demonstrating the durability of its diversifie

Marsh & McLennan delivered a strong third quarter with 8% reported revenue growth (5% underlying) and 10% adjusted EPS growth to $2.03, beating consensus estimates on both metrics. The company raised its Thrive cost-reduction program target

Bank of America delivered a mixed quarter that underscores the tension between its diversified consumer and commercial franchises and a softer capital-markets environment. Net income of $6.9 billion, or $0.91 per share, fell short of expect

Fastenal delivered a strong third quarter with net sales of $2.46 billion, up 15.5% year-over-year, and operating margin expansion of 90 basis points to 21.5%, driving earnings growth of roughly 20%—significantly outpacing the top-line incr

BlackRock delivered a commanding third quarter, with earnings per share of $15.93 rising 38% year-over-year and revenue of $7.8 billion up 19%, both substantially exceeding consensus expectations of $14.32 EPS and $7.42 billion revenue. The

Morgan Stanley delivered a strong third quarter with firm-wide revenue of $20.3 billion and EPS of $3.03, marking the fifth consecutive quarter of return on tangible equity above 20% and demonstrating consistent execution across its integra

Goldman Sachs delivered a blockbuster third quarter that substantially exceeded consensus expectations, reporting net revenues of $18.7 billion (the second highest in company history) and EPS of $17.01, well ahead of the $12.86 estimate. Th

Citigroup delivered a strong third quarter with net income of $5.2 billion, EPS of $2.85, and ROTCE of 11.5%, exceeding consensus expectations and demonstrating meaningful progress on its multi-year transformation strategy. Total revenues g

UnitedHealth delivered a strong third quarter with adjusted EPS of $4.69, significantly outpacing the $4.14 consensus estimate, driven by disciplined execution across UnitedHealthcare and Optum despite a persistently challenging healthcare

Johnson & Johnson delivered Q3 2026 operational sales growth of 6%, exceeding consensus expectations and accelerating sequentially, with worldwide sales of $25.4 billion positioning the company to exceed $100 billion in annual revenue for t

Domino's reported Q3 2026 results with operating income growth of 8.5% (excluding FX and refranchising impacts), driven by higher U.S. and international franchise royalties and supply-chain gross margin expansion. However, the headline same

Delta delivered Q3 earnings of $1.72 per share on a 9.4% operating margin, with pretax profit of $1.5 billion flat year-over-year despite absorbing $1.6 billion in higher fuel costs—a demonstration of structural durability that management e

PepsiCo delivered a mixed quarter that accelerated organic revenue growth to 3.1%—the fastest pace since Q4 2023—but disappointed on margins and North American execution, prompting a fourth-quarter EPS guidance reduction despite maintaining

Constellation delivered Q3 FY2026 results that beat on beer margins despite volume headwinds, though the company faces a more challenging macro backdrop that is forcing a recalibration of longer-term guidance expectations. Beer operating ma

McCormick delivered Q3 FY2026 adjusted EPS of $0.86, up 1% year-over-year, beating consensus of $0.75 by 14%, though the beat was driven primarily by acquisition accretion from McCormick de Mexico rather than organic momentum. Total sales g

Nike's Q3 FY2026 results reveal a company in the midst of deliberate, multi-quarter restructuring that is beginning to show tangible progress in core areas but remains pressured overall. Revenue was flat reported and down 3% currency-neutra

Accenture delivered Q3 FY2026 revenue of $18.7 billion, up 3% in local currency and 6% in USD, slightly above the midpoint of guidance and beating consensus expectations on EPS at $3.80 versus estimates around $3.61–$3.71. The quarter demon

Carnival delivered a materially stronger-than-expected Q3, with net income beating guidance by $100 million ($0.08 per share) on the back of robust yield growth, disciplined cost management, and continued fuel efficiency gains. Yields expan

Jabil delivered a strong Q3 FY2026 with revenue of $8.8 billion (up 12% YoY, $250M above guidance) and core EPS of $3.16 (up 24% YoY), driven by broad-based outperformance across all three segments but particularly by accelerating AI infras

Micron delivered a quarter that exceeded expectations on both revenue and earnings, with the company reporting results that landed well above consensus and guiding to continued strength driven by structural supply-demand imbalances in memor

FactSet delivered a strong third quarter with accelerating organic ASV growth of 7.1% to $2.48 billion, marking the fifth consecutive quarter of acceleration and the highest growth rate since Q1 2024. Adjusted operating margin came in at 34

Costco delivered a solid Q3 FY2026 with net sales of $69.15 billion, up 11.6% year-over-year, and EPS of $4.93, up 15% from $4.28 in the prior year. The headline growth masks a more nuanced story: comparable sales excluding gas and FX grew

Darden delivered a strong third quarter with $3.3 billion in sales (5.9% growth) and same-restaurant sales of 4.2%, significantly outperforming the casual dining industry which declined 1.2%. Adjusted EPS of $2.95 grew 5.4% year-over-year,

Paychex delivered a strong third quarter with revenue growth of 20% to $1.8 billion and adjusted operating income growth of 22%, driven by effective execution on the Paycor integration and acceleration of AI-powered capabilities. The headli