Articles Tagged 'Earnings'
IBM Q3 2026 Earnings: Growth Rebounds to 5%, and Most of the Pickup Came From Hardware
IBM revenue grew 5% in Q3 2026 after 1% in the spring. By our count, about three quarters of the pickup came from hardware.
Meta Q3 2026 Earnings: Its Ads No Longer Pay for the AI Build on Their Own
Meta spent $34.91B on data centers in Q3 2026, more than its business brought in. How it covers the gap, and its new Class C stock.
Tesla Q3 2026 Earnings: Tesla Says Battery Supply Limits Car Output as Orders Pile Up
Tesla Q3 2026: Tesla says battery supply limits car output and cites its biggest backlog in four years; capex $4.73B, free cash flow $1.53B.
AT&T Q3 2026 Earnings: More Money per Phone Line, More Homes on Home Internet
AT&T's postpaid phone lines rose 2.0% in a year, but revenue per line rose 4.0%. Home internet grew on about 30% more homes as revenue per home fell.
Elevance Health Q3 2026 Earnings: Forecast Raised to $29, but 2027 Growth Starts Lower
Elevance raised its 2026 adjusted EPS forecast to at least $29.00, but its 2027 growth base rose only to $26.75. We traced every forecast it gave this year.
Supermicro Q1 Fiscal 2027 Preliminary Revenue: How Far Above Its Own Forecast
Supermicro estimates Q1 fiscal 2027 sales of $18.5 billion to $19.5 billion, about $4 billion above the middle of its own forecast. How that compares.
SpaceX Q3 2026 Results: Where Its Money Comes From and What It Spends on AI
SpaceX’s AI business brought in $7.6 billion in Q3 2026, more than Starlink’s $5.2 billion. Here is the split by business and what AI costs to build.
Netflix Q3 2026 Earnings: Revenue in Line With Its Own Forecast, Profit Ahead of It
Netflix Q3 2026: revenue $12.87 billion against its own $12.86 billion forecast, a 34.6% operating margin, and about $2.7 billion of ads expected in 2026.
How big is GM's $20 billion stock buyback, and where does the money come from?
GM’s new $20 billion plan to buy back its own stock equals about 28% of its stock market value by our count, after buybacks since 2023 cut its share count 39%.
GE Aerospace Q3 2026 Earnings: How Much Revenue Comes From Engine Services
GE Aerospace Q3 2026: services brought in $7.7 billion of commercial engine revenue, three times new engines, and $1.1 billion of the $1.8 billion increase.
Northrop Grumman Q3 2026 Earnings: Record Backlog Reaches $109.6 Billion
Northrop Grumman Q3 2026: backlog hit a record $109.6 billion, about 2.5 years of sales by our count, as orders ran 1.5 times sales and guidance rose.
Travelers Earnings: Car Insurance Renewals Now Cost Less
Travelers Q3 2026: the average auto renewal premium was 0.6% lower than a year earlier, and most of the 13% rise in core EPS came from buybacks and reserves.
Earnings Calendar for the Week of October 19, 2026
214 companies worth $2 billion or more report October 19 to 23, 2026: Netflix and GM Tuesday, Meta and Tesla Wednesday, P&G Thursday, with times.
Schwab Earnings: Margin Debt Hit a Record High
Schwab clients owe $187.9 billion on margin and FINRA counted a record $1.50 trillion in June. Against corporate equity values, it is level with 2021.
TSMC Earnings: Its 2026 Outlook Now Implies About 44% Growth
TSMC beat the top of its July forecast, and its new fourth quarter range puts 2026 sales about 44% above 2025. Computing chips drove almost all of it.
Progressive Earnings: Car Insurance Is Getting Cheaper
Car insurance cost 5.0% less in September 2026 than a year earlier. Progressive took in less premium per policy while its profit stayed far above its own goal.
BlackRock Earnings: Investors Kept Buying Bonds as They Fell
BlackRock Q3 2026: bond funds took $78.2B of $205.5B in new money while bond prices cut $117.4B from their value, and crypto and cash funds drew buyers again.
ASML Says AI Chipmakers Want More Machines Than It Can Build
ASML says its planned 2027 and 2028 output will fall short of demand. Its Q3 2026 books show €5.7 billion more paid or billed ahead of delivery.
J&J Earnings: Baby Powder Lawsuit Offer Nearly Erased Profit
J&J third quarter 2026 profit fell 96%, mainly on a $5.5 billion legal charge tied to its baby powder lawsuit offer, while sales grew 5.9% and the outlook rose.
Goldman Sachs Earnings: Record Fees, Fewer Deals Than 2021
Goldman Sachs Q3 2026: stock trading drove most of the revenue jump and merger fees hit a record, yet our count of deal announcement releases is 26% below 2021.