Posts tagged: #earnings

• Morning Market Digest: May 25, 2026

  NVTS leads early gainers at +19.98%; FUTU leads decliners at -27.53%.

  Published: Mon May 25 2026 stocks

• Commercial Metals (CMC) Q2 FY2026: EBITDA More Than Doubles as Precast Platform Arrives

  Commercial Metals beat revenue estimates with $2.13B in Q2 FY2026 but missed EPS as weather and acquisition charges weighed. The headline number: core EBITDA surged 114% year-over-year to $297.5M, with the Construction Solutions Group nearly doubling revenue. The West Virginia micromill is on track for June 2026 — the moment the full earnings power of CMC's transformation becomes visible.

  Published: Thu Mar 26 2026 stocks

• Jefferies (JEF) Q1 2026 Earnings: Record Investment Banking Quarter Undermined by One-Time Charges

  Jefferies posted $2.02B in Q1 2026 revenue, up 26.6% YoY, with a record IB quarter of $1.02B (+45%). But a $36M goodwill write-down and legacy asset losses dragged GAAP EPS to $0.70 — well below the $0.91 estimate. The stock, already down 45% from its highs, now trades at just 13x forward earnings.

  Published: Thu Mar 26 2026 stocks

• MillerKnoll (MLKN) Q3 FY2026 Earnings: Orders Surge 9% But Stock Crashes 22% on Guidance Shortfall

  MillerKnoll missed Q3 FY2026 estimates — revenue of $926.6M vs. $942M expected, adj EPS $0.43 vs. $0.45. But the 22% stock crash is really about the Q4 guidance: adj EPS of $0.49–$0.55 vs. the $0.61 consensus. The Middle East conflict is hurting the International segment, new store investments are temporary costs, and North America Contract orders were up 13%. At 7x forward earnings with a 5% dividend yield, the question is whether the selloff is an overreaction.

  Published: Thu Mar 26 2026 stocks

• Chewy (CHWY) Q4 & FY2025 Earnings: Record $562M Free Cash Flow Drives 13% Stock Rally

  Chewy delivered record FY2025 free cash flow of $562M, 21.3M active customers, and expanding EBITDA margins. The stock surged 13% on strong Q1 FY2026 guidance and record autoship penetration of 84%.

  Published: Wed Mar 25 2026 stocks

• Paychex (PAYX) Q3 FY2026: Paycor Integration Fuels 20% Revenue Surge, Margin Hits Record 47.7%

  Paychex delivered Q3 FY2026 revenue of $1.81B (+20% YoY) and adjusted EPS of $1.71 (+15%), powered by the Paycor acquisition and AI-driven efficiencies. Adjusted operating margin hit a record 47.7% as integration synergies exceed targets.

  Published: Wed Mar 25 2026 stocks

• Braze (BRZE) Q4 FY2026 Earnings: Revenue Beat, Stock Jumps 11.5% — AI Momentum Is Real

  Braze delivered Q4 FY2026 revenue of $205.2M (+28% YoY), beating estimates by 3.5%. The stock surged 11.5% on strong Q1 FY2027 guidance and improving margins. With NRR rising to 109% and large customers up 29% YoY, the customer engagement platform is hitting its stride.

  Published: Tue Mar 24 2026 stocks

• GameStop (GME) Q4 FY2025 Earnings: The Transformation Is Real — But the Retail Business Keeps Shrinking

  GameStop missed Q4 FY2025 estimates with ~$1.35B revenue and ~$0.27 EPS, sending the stock down ~5%. But the real story isn't the quarter — it's the $8.8B fortress balance sheet, $500M+ Bitcoin treasury, and Ryan Cohen's increasingly bold bet on becoming a holding company.

  Published: Tue Mar 24 2026 stocks

• Darden Restaurants (DRI) Q3 FY2026: Full-Service Dining Outperforms as Bahama Breeze Exit Clears the Deck

  Darden crushed same-store sales expectations with +4.2% vs. the industry's -1.2%, raised full-year guidance, and announced a decisive Bahama Breeze restructuring. Here's what the numbers say.

  Published: Thu Mar 19 2026 stocks

• FedEx (FDX) Q3 FY2026 Earnings: The DRIVE Program Is Working

  FedEx crushed Q3 FY2026 estimates with $5.25 EPS (+28% beat) and raised full-year guidance. The cost-cutting thesis is playing out — here's what the numbers say.

  Published: Thu Mar 19 2026 stocks

• General Mills (GIS) Q3 FY2026: The Yogurt Hangover — Is the Pain Finally Priced In?

  General Mills missed Q3 estimates by 12% on EPS as yogurt divestiture stranded costs and $200M in new tariff headwinds bit hard. The stock is near 52-week lows. Here's whether the pain is temporary or structural.

  Published: Wed Mar 18 2026 stocks

• Micron (MU) Q2 FY2026 Earnings: Record $23.9B Quarter — So Why Did the Stock Fall?

  Micron crushed Q2 FY2026 estimates with $23.9B revenue and $12.20 EPS. Yet the stock dropped 4% after hours. We break down the results, the AI memory cycle, and whether the selloff was an overreaction.

  Published: Wed Mar 18 2026 stocks

• Earnings Digest - 2025-05-01

  Combined earnings report summaries for 2025-05-01.

  Published: Thu May 01 2025 stocks

• Earnings Digest - 2025-04-30

  Combined earnings report summaries for 2025-04-30.

  Published: Wed Apr 30 2025 stocks

• Earnings Digest - 2025-04-29

  Combined earnings report summaries for 2025-04-29.

  Published: Tue Apr 29 2025 stocks