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Earnings Recaps

Browse reported earnings of the most popular stocks

7 companies Today
American Express Company logo
AX
American Express Company
AXP
Q3 2025
Reported:

American Express delivered a robust Q3 2025 performance, with revenues climbing 11% year-over-year to a record $18.4 billion and EPS rising by 19% to $4.14, driven by strong cardmember spending and an effective product refresh strategy.

Key takeaways
  • Cardmember spending accelerated to 9% year-over-year, boosted by retail and travel sectors.
  • The successful launch of refreshed US Consumer and Business Platinum cards has resulted in record account acquisitions and customer engagement.
  • Full-year revenue growth guidance raised to 9-10%, with EPS expected between $15.20 and $15.50.
  • Continued investment in digital capabilities and merchant relationships has enhanced customer experience and engagement.
  • Strategic product enhancements and a diverse premium customer base position AMEX favorably for sustained growth.

Commercial Metals Company logo
CM
Commercial Metals Company
CMC
Q4 2025
Reported:

Commercial Metals Company (CMC) demonstrates strong strategic growth with the announcement of the acquisition of Foley Products, aiming to enhance its position in the precast industry and boost financial performance.

Key takeaways
  • CMC's acquisition of Foley Products expected to strengthen portfolio, creating the third-largest precast player in the U.S. with 35 facilities across 14 states.
  • Projected annual run-rate synergies of $25-$30 million EBITDA from the Foley deal by year three, complementing previously identified synergies from CPMP.
  • Foley's operational efficiency and product quality position CMC to leverage competitive advantages while expanding customer offerings in construction solutions.

CSX Corporation logo
CS
CSX Corporation
CSX
Q3 2025
Reported:

CSX Corporation reported a solid performance in Q3 2025, driven by operational efficiencies and successful project completions, positioning the company well for future growth despite mixed market conditions.

Key takeaways
  • Achieved the fastest train velocity since early 2021 and recorded the lowest average daily cars online since 2020, highlighting improved operational efficiency.
  • Completed major infrastructure projects (Howard Street Tunnel and Blue Ridge subdivision) ahead of schedule, enhancing network capacity and resiliency.
  • Reported a slight increase in merchandise revenue but noted a better performance in the minerals segment, with volume and revenue up 812%.
  • Future service offerings will expand into the Northeast Region starting in 2026, capitalizing on new double stack clearance capabilities.
  • Safety metrics improved overall, with a 16% reduction in human factor accidents year to date, reflecting the effectiveness of the SafeCSX program.

Interactive Brokers Group, Inc. logo
IB
Interactive Brokers Group, Inc.
IBKR
Q3 2025
Reported:

Interactive Brokers delivered robust third-quarter performance, with a 21% increase in total net revenues driven by significant net new account growth and strong trading activity across equities and options.

Key takeaways
  • Client equity surpassed $750 billion, up 40% year-over-year, significantly outpacing S&P's 16% growth.
  • Added 790,000 net new accounts in Q3, exceeding last year's total, reflecting strong organic growth without incentives.
  • Commission revenue rose 23%, supported by record trading volumes, including a 67% increase in equities.
  • Crypto trade volumes soared 87% quarterly and over five times year-over-year, highlighting growing client interest in digital assets.
  • New product innovations, including tax-advantaged accounts and a proprietary client connection feature, are enhancing client engagement and competitive positioning.

M&T Bank Corporation logo
MT
M&T Bank Corporation
MTB
Q3 2025
Reported:

M&T Bank Corporation reported a robust third quarter of 2025, with significant gains in profitability and asset quality, highlighted by a noticeable increase in dividends and share repurchases.

Key takeaways
  • Diluted GAAP EPS rose to $4.82, a 13.7% increase from the previous quarter.
  • Net interest margin expanded to 3.68%, driven by effective asset-liability management and fixed-rate asset repricing.
  • Strong fee income reached record levels, contributing to an efficiency ratio of 53.6%.
  • Improved asset quality with a 7% reduction in commercial criticized balances and a 4% reduction in non-accrual loans.
  • Returned $409 million to shareholders through buybacks and increased quarterly dividends by 11% to $1.50 per share.

Truist Financial Corporation logo
TF
Truist Financial Corporation
TFC
Q3 2025
Reported:

Truist Financial Corporation delivered robust third-quarter results with net income reaching $1.3 billion, driven by strategic growth initiatives and disciplined expense management, while maintaining strong capital returns to shareholders.

Key takeaways
  • Net income available to common shareholders was $1.3 billion, or $1.04 per share, despite a $0.02 per share impact from restructuring charges.
  • Average loan balances rose by 2.5%, with broad-based growth across both wholesale and consumer segments.
  • Adjusted non-interest income surged by 9.9% to over $1.5 billion, marking the best quarter since the divestiture of TIH.
  • The company returned $1.2 billion in capital to shareholders, which included $500 million in share repurchase, with plans for an additional $750 million in Q4.
  • ROTCE improved by 130 basis points sequentially to 13.6%, with aspirations to achieve 15% by 2027, driven by ongoing strategic initiatives.

Taiwan Semiconductor Manufacturing Company Limited logo
TS
Taiwan Semiconductor Manufacturing Company Limited
TSM
Q3 2025
Reported:

TSMC reported a robust 10.1% sequential revenue growth in Q3 2025, driven by strong demand for advanced process technologies, while guidance for Q4 suggests a slight revenue decrease but robust year-over-year growth.

Key takeaways
  • Q3 2025 revenue reached $33.1 billion, slightly above guidance, with a gross margin increase to 59.5%.
  • Advanced technologies (7nm and below) accounted for 74% of wafer revenue; 3nm technology comprised 23%.
  • Cash flow from operations was strong, totaling TWD 427 billion ($14.3 billion), with a cash balance of TWD 2.5 trillion ($90 billion).
  • Q4 revenue guidance is projected between $32.2 billion and $33.4 billion, representing a slight sequential decline but a 22% increase year-over-year at the midpoint.
  • Capital expenditures for 2025 are expected to range from $40 billion to $42 billion, primarily supporting advanced process technologies amidst strong AI-related demand.

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