Earnings Recaps

Browse reported earnings of the most popular stocks

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51 companies Today

Tencent Holdings Limited

0700.HK Q2 2026
Reported: 2026-08-14

Tencent shares fell 6.3% following Q2 results, reflecting investor disappointment with cautious outlook and margin pressure amid heavy AI infrastructure investments.

Key takeaways
  • Total revenue reached RMB 205 billion, up 11% year-on-year, reflecting steady top-line growth.
  • Non-IFRS operating profit was RMB 76 billion, up only 9%, indicating margin compression linked to significant AI infrastructure spending.
  • Excluding new AI products, non-IFRS operating profit increased 19%, signaling core businesses remain solid but AI initiatives weigh on near-term profitability.
  • User metrics showed growth: Weixin and WeChat combined MAU rose to 1.4 billion; new game Roco Kingdom World led the market in DAUs and gross receipts.
  • Management emphasized ongoing heavy investments in AI infrastructure and model development, tempering near-term earnings visibility and contributing to cautious outlook.

AGL Energy Limited

AGL.AX Q4 2026
Reported: 2026-08-14

AGL shares gained 6.5% post-earnings, driven by better-than-expected operational resilience and margin recovery amidst softer market conditions and a mild weather impact.

Key takeaways
  • Underlying EBITDA rose 2%, supported by improved availability and flexibility of generation assets, including strong battery performance.
  • Consumer margin improved 11%, reflecting a return to more sustainable levels despite elevated market activity.
  • Customer satisfaction metrics strengthened: CSAT increased to 84.1 and strategic NPS improved to +10, supported by acquisitions such as Ampol Energy’s customer base.
  • Operating costs were held broadly flat year-over-year despite persistent inflation, aided by early delivery of $30 million in cost reductions targeted for FY '27.
  • The final fully franked dividend was increased by $0.02 to $0.26 per share, bringing the full year dividend payout to $0.50 per share, with a guided increase to a 55-60% payout ratio in FY '27.

Altimmune, Inc.

ALT Q2 2026
Reported: 2026-08-14

Altimmune’s shares fell 4.0% following earnings as investors reacted negatively to cautious outlook signals and the protracted timeline for Phase III enrollment, despite clinical progress. The market appears skeptical about near-term commercialization prospects and margin sustainability as the company transitions into a late-stage liver disease franchise.

Key takeaways
  • Initiated the PERFORMA Phase III trial in MASH with patient enrollment underway across ~300 sites globally, but no accelerated timelines provided.
  • RECLAIM Phase II trial in AUD showed statistically significant reductions in heavy drinking days and met key FDA registrational secondary endpoints, reinforcing pemvidutide’s therapeutic potential.
  • Management emphasized the significant unmet need in MASH and AUD populations and pemvidutide’s differentiated dual mechanism addressing liver disease and alcohol craving.
  • No updated financial guidance was provided, and operational execution highlighted without concrete near-term revenue catalysts or margin expansion details.
  • The 4% stock drop indicates investor wariness about the pace of clinical advancement translating into timely commercial milestones.

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