Adobe Inc.

ADBE Q1 2026

Reported: 2026-03-13

Adobe reported a robust Q1 for FY 2026, achieving $6.4 billion in revenue with a notable 11% year-over-year growth, while transitioning to an AI-centric business model under new leadership.

Key takeaways

Surpassed 850 million monthly active users across Acrobat, Creative Cloud, Express, and Firefly, reflecting a 17% year-over-year increase.
Non-GAAP earnings per share rose 19% year-over-year to $6.06, indicating solid profitability amidst expanding AI initiatives.
Achieved over 30% year-over-year growth in Adobe Experience Platform (AEP) and related applications, showcasing strong demand for AI-driven enterprise solutions.
Transitioning leadership as CEO Shantanu Narayen announces plans to retire, focusing on ensuring a smooth succession.
Continued investment in AI-first products, including Adobe Firefly and Adobe GenStudio, signaling a commitment to capitalize on emerging market opportunities.

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Mission Produce, Inc.

AVO Q1 2026

Reported: 2026-03-13

Mission Produce, Inc. started fiscal 2026 strong, achieving a 14% increase in avocado volumes and expanding gross margins despite challenging pricing dynamics. The company is well-positioned for growth, bolstered by the upcoming Calavo acquisition.

Key takeaways

Q1 avocado volumes increased by 14%, indicating effective volume management despite fluctuating prices.
Expanded gross margins and improved adjusted EBITDA highlight the company's operational strengths.
The inclusion of avocados in the USDA's updated Dietary Guidelines supports continued consumption growth.
The Calavo acquisition is seen as a strategic move to enhance Mission's core business and expand into prepared foods.
Domestic GLP-1 penetration is driving increased avocado consumption, reinforcing the growth potential within the broader health and wellness trend.

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Champions Oncology, Inc.

CSBR Q3 2026

Reported: 2026-03-13

Champions Oncology reported a strong third quarter, achieving record services revenue and maintaining positive adjusted EBITDA for the third consecutive quarter, despite a slight year-over-year decline in total revenue.

Key takeaways

Core study revenue reached a record $16.6 million, growing approximately 32% year-over-year.
The company remains on track for full-year revenue growth and positive adjusted EBITDA while investing in data and drug discovery initiatives.
Early momentum is evident in the data business with new deals closed and revenue expected in the fourth quarter.
Champions is committed to maintaining disciplined capital allocation while investing for future growth without diluting shares.

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Lennar Corporation

LEN Q1 2026

Reported: 2026-03-13

Lennar reported steady performance in Q1 2026 amidst challenging market conditions, maintaining production levels and improving cost structures while navigating affordability pressures.

Key takeaways

Executed a consistent strategy to match production and sales pace, despite a volatile housing market.
Continued focus on enhancing an asset-light manufacturing platform to drive cost efficiency.
Margins and bottom-line results reflected ongoing affordability challenges and high mortgage rates.
Active engagement with federal officials on affordability solutions indicates potential future support for the housing sector.
Reliable traffic levels in communities, although urgency to purchase remains cautious among consumers.

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Rubrik, Inc.

RBRK Q4 2026

Reported: 2026-03-13

Rubrik, Inc. delivered exceptional results in Q4 and FY 2026, significantly exceeding expectations with record subscription ARR growth and a marked increase in free cash flow, positioning the company for robust long-term profitability.

Key takeaways

Subscription ARR surged to $1.46 billion, marking a 34% year-over-year increase.
Q4 subscription revenue reached $365 million, up 50% year-over-year, while net new subscription ARR grew to $115 million.
Free cash flow for the fiscal year was $238 million, over 10 times that of the previous year, with $70 million generated in Q4 alone.
Customer expansion is evident, with the number of clients contributing over $100,000 in subscription ARR rising 25% to 2,805.
Rubrik reported an impressive subscription NRR above 120%, with a competitive win rate exceeding 90% in Q4, highlighting strong market positioning.

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ServiceTitan, Inc.

TTAN Q4 2026

Reported: 2026-03-13

ServiceTitan delivered exceptional performance in Q4 FY 2026, with total revenue reaching $961 million, reflecting a 24% year-over-year growth driven by strong subscription performance and improved operational efficiencies.

Key takeaways

Subscription revenue grew 26% year-over-year, underscoring the strong demand for ServiceTitan's solutions.
Achieved 36% incremental operating margins and significant improvements in free cash flow.
The rollout of the Max operating system has driven remarkable results for early adopters, including a 50% increase in average ticket size and significant EBITDA margin improvements.
The company's focus on leveraging AI to optimize workflows is expected to enhance customer outcomes and operational efficiency further.
With a robust annualized revenue run rate surpassing $1 billion, ServiceTitan is positioned for continued growth and innovation in the trades industry.

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Earnings Recaps

Adobe Inc.

Mission Produce, Inc.

Champions Oncology, Inc.

Lennar Corporation

Rubrik, Inc.

ServiceTitan, Inc.

Community

Earnings Recaps

Adobe Inc.

Mission Produce, Inc.

Champions Oncology, Inc.

Lennar Corporation

Rubrik, Inc.

ServiceTitan, Inc.

Community

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