Report Library

Workday delivered a solid Q3 with 15% subscription revenue growth and 28.5% non-GAAP operating margin, demonstrating resilience amid a complex macro environment and continued execution on its AI-first strategy. The company reported $2.244 b

Best Buy delivered a strong third quarter with $9.7 billion in revenue and adjusted EPS of $1.40, up 11% year-over-year, beating consensus expectations on both the top and bottom lines. The headline driver was enterprise comparable sales gr

Autodesk delivered a strong Q3 FY2026 with revenue of $2.01 billion (18% reported growth, 12% underlying) and non-GAAP EPS of $3.12, beating both consensus expectations and the company's own guidance ranges. The beat was driven by better-th

Salesforce delivered a strong third quarter with revenue of $10.26 billion, up 9% year-over-year (8% constant currency), beating consensus expectations and signaling sustained momentum in its core business alongside explosive growth in AI-d

Nvidia delivered a blockbuster quarter that exceeded even the elevated expectations set by the pre-earnings brief, reporting $57 billion in revenue (up 62% year-over-year) and record data center revenue of $51 billion (up 66% YoY). The comp

CrowdStrike delivered a record third quarter that exceeded expectations across all material metrics, driven by accelerating platform consolidation and AI-driven demand for endpoint and security infrastructure protection. Net new ARR of $265

Veeva delivered a strong Q3 FY2027 with revenue of $811 million and non-GAAP operating income of $365 million, both exceeding guidance and driving a full-year raise. The headline story, however, is a nuanced one: while the company secured i

PDD delivered Q2 revenue of RMB 112.4 billion, up 8% year-over-year, but net income fell 12% to RMB 27.2 billion, reflecting a deliberate shift in capital allocation toward long-term supply chain investment over near-term profitability. The

Intuit delivered Q3 results that beat consensus on both revenue ($8.6B, +10% YoY) and adjusted EPS ($12.80 vs. $12.57 estimate), but the headline numbers mask a bifurcated performance that will dominate investor conversation. The company's

Deere delivered a stronger-than-expected third quarter, with equipment operations net sales up 6% to $11.0 billion and operating margins of 14.4%, driven by disciplined execution, favorable pricing, and a $110 million tariff refund benefit.

Analog Devices crossed a historic threshold in its fiscal third quarter, posting revenue of $4.02 billion — the first $4 billion quarter in the company's history — and beating both the top end of its own guidance range and Street consensus.

Keysight's fiscal third quarter 2026 was, by almost any measure, a blowout. Orders surged 56% year-over-year to $2.091 billion, revenue grew 36% to $1.846 billion — a $100 million beat versus the $1.746 billion consensus — and EPS of $3.07

Estée Lauder's fiscal second quarter delivered a meaningful step forward in its Beauty Reimagined turnaround, with organic net sales growing 4% year-on-year, operating margin expanding 290 basis points to 14.4%, and diluted EPS rising 43% t

TJX delivered a standout third quarter for fiscal 2026, with results that cleared the bar on every major metric and prompted a meaningful raise to full-year guidance. Consolidated comparable sales rose 5%, well above the company's own plan

Jack Henry's second quarter of fiscal 2026 was defined by a margin result that significantly exceeded expectations, with non-GAAP operating margin expanding 355 basis points year-over-year to 25.1% — a figure that dwarfed the full-year guid

Walmart's fiscal Q3 FY2026 results came in ahead of expectations on both the top and bottom line, with adjusted EPS of $0.62 — a figure that, while below the Street's $0.741 estimate on an absolute basis, reflected the company's own interna

Applied Materials shattered expectations in fiscal Q3 2026, reporting record revenue of $9.1 billion — up 15% sequentially and 25% year-over-year — and non-GAAP EPS of $3.50, well ahead of the $3.36–$3.40 consensus and the company's own gui

Nebius Group's Q2 FY2026 results mark a genuine inflection point for the company, not merely a strong quarter. Revenue of $582 million grew 454% year-over-year and 46% sequentially, comfortably ahead of consensus estimates near $570-583 mil

Cisco's Q3 FY2026 results were defined less by the headline beat and more by the sheer velocity of AI infrastructure demand — a velocity that is now forcing the company to fundamentally realign its resource base. Revenue of $15.8 billion gr

Coherent's fiscal Q2 2026 results came in below the elevated expectations the market had priced in ahead of the print. Revenue of $1.69 billion grew 7% sequentially and 17% year over year on a reported basis, or 9% and 22% respectively on a

Supermicro's fiscal Q2 2026 results were defined less by the headline beat and more by the structural tensions now embedded in the business: record revenue of $12.7 billion — up 123% year-over-year and well above the $10–$11 billion guidanc

Cardinal Health's fiscal second quarter delivered broad-based earnings momentum that exceeded expectations across every operating segment, with non-GAAP diluted EPS of $2.63 — up 36% year-over-year and well ahead of the $2.42 consensus esti

Republic Services posted a clean beat in Q2 2026, with adjusted EPS of $1.85 against a consensus estimate of $1.81 and revenue growth of 4.6% year-over-year. Adjusted EBITDA margin held at 32.1%, with 90 basis points of expansion in the und

The Trade Desk's second quarter results mark a significant inflection point for a company that has compounded revenue at roughly 34% annually since its 2016 IPO. Revenue of $715 million grew just 3% year-over-year, well below the company's

Aflac's second quarter results were broadly solid, with adjusted EPS of $1.75 on a reported basis and $1.80 excluding foreign currency effects, representing 1.1% year-over-year growth in constant currency. The headline number came in fracti

PPL reported Q2 2026 ongoing EPS of $0.33, a penny below the $0.34 consensus estimate, though management characterized the result as in line with internal expectations and reaffirmed full-year guidance of $1.90–$1.98 per share with a $1.94

Viatris posted a notably clean beat in Q2 2026, with total revenues of $3.8 billion representing 3.5% operational growth year-over-year and adjusted EPS of $0.69 — well ahead of the $0.60 consensus estimate. Adjusted EBITDA came in at $1.2

CorPay's second quarter 2026 results were exceptional by virtually every measure, with revenue of $1.34 billion coming in $45 million above internal expectations and cash EPS of $7.00 — up 36% year over year and an all-time company record.

Occidental's second quarter 2026 results were defined less by the headline numbers — though those were strong — and more by a sweeping strategic disclosure that reframes how the company intends to generate and allocate value through the res

Solventum's second quarter 2026 results were headlined by a strategic announcement that will reshape the company's identity: management confirmed it is pursuing the separation of its Health Information Systems business, a move that would tr