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Earnings Recaps

Browse reported earnings of the most popular stocks

May 27, 2026 May 26, 2026 May 24, 2026 May 23, 2026 May 22, 2026 May 21, 2026 May 20, 2026 May 19, 2026 May 18, 2026 May 17, 2026 May 16, 2026 May 15, 2026 May 14, 2026 May 13, 2026 May 12, 2026 May 11, 2026 May 10, 2026 May 9, 2026 May 8, 2026 May 7, 2026 May 6, 2026 May 5, 2026 May 4, 2026 May 3, 2026 May 2, 2026 May 1, 2026 Apr 30, 2026 Apr 29, 2026 Apr 23, 2026 Apr 22, 2026 Apr 21, 2026 Apr 20, 2026 Apr 18, 2026 Apr 17, 2026 Apr 16, 2026 Apr 15, 2026 Apr 14, 2026 Apr 13, 2026 Apr 10, 2026 Apr 9, 2026 Apr 8, 2026 Apr 7, 2026 Apr 2, 2026 Apr 1, 2026 Mar 31, 2026 Mar 30, 2026 Mar 26, 2026 Mar 25, 2026 Mar 20, 2026 Mar 19, 2026 Mar 18, 2026 Mar 17, 2026 Mar 16, 2026 Mar 13, 2026 Mar 12, 2026 Mar 11, 2026 Mar 9, 2026 Mar 7, 2026 Mar 6, 2026 Mar 5, 2026 Mar 4, 2026 Mar 3, 2026 Mar 2, 2026 Feb 28, 2026 Feb 27, 2026 Feb 26, 2026 Feb 25, 2026 Feb 24, 2026 Feb 23, 2026 Feb 21, 2026 Feb 20, 2026 Feb 19, 2026 Feb 18, 2026 Feb 17, 2026 Feb 14, 2026 Feb 13, 2026 Feb 12, 2026 Feb 11, 2026 Feb 10, 2026 Feb 9, 2026 Feb 7, 2026 Feb 6, 2026 Feb 5, 2026 Feb 4, 2026 Feb 3, 2026 Feb 2, 2026 Jan 31, 2026 Jan 30, 2026 Jan 29, 2026 Jan 28, 2026 Jan 27, 2026 Jan 26, 2026 Jan 23, 2026 Jan 22, 2026 Jan 21, 2026 Jan 20, 2026 Jan 17, 2026 Jan 16, 2026 Jan 15, 2026 Jan 14, 2026 Jan 9, 2026 Jan 8, 2026 Jan 7, 2026 Jan 6, 2026 Dec 19, 2025 Dec 18, 2025 Dec 17, 2025 Dec 12, 2025 Dec 11, 2025 Dec 10, 2025 Dec 9, 2025 Dec 6, 2025 Dec 5, 2025 Dec 4, 2025 Dec 3, 2025 Dec 2, 2025 Dec 1, 2025 Nov 27, 2025 Nov 26, 2025 Nov 25, 2025 Nov 24, 2025 Nov 23, 2025 Nov 21, 2025 Nov 20, 2025 Nov 19, 2025 Nov 18, 2025 Nov 17, 2025 Nov 15, 2025 Nov 14, 2025 Nov 13, 2025 Nov 12, 2025 Nov 11, 2025 Nov 10, 2025 Nov 9, 2025 Nov 8, 2025 Nov 7, 2025 Nov 6, 2025 Nov 5, 2025 Nov 4, 2025 Nov 1, 2025 Oct 31, 2025 Oct 30, 2025 Oct 29, 2025 Oct 28, 2025 Oct 27, 2025 Oct 25, 2025 Oct 24, 2025 Oct 23, 2025 Oct 22, 2025 Oct 21, 2025 Oct 17, 2025 Oct 16, 2025 Oct 15, 2025 Oct 14, 2025 Oct 9, 2025 Oct 8, 2025 Oct 7, 2025 Sep 25, 2025 Sep 23, 2025 Sep 17, 2025 Sep 16, 2025

37 companies Today

Borr Drilling Limited

BORR Q1 2026

Reported: 2026-05-22

Shares fell 8.7% after Borr Drilling reported a disappointing quarter marked by lower-than-expected revenues and an $8.4 million credit loss provision, compounded by a delayed start-up of the key Odin rig that suppressed near-term earnings and increased operating expenses.

Key takeaways

Q1 revenue declined 4.8% sequentially to $247 million, driven by a $15.5 million drop in dayrate revenue due to fewer operating days and lower dayrates on some rigs.
Adjusted EBITDA fell $16.7 million quarter-on-quarter to $88.5 million, negatively impacted by the $8.4 million credit loss provision and ongoing expenses related to Odin’s delayed mobilization.
Odin rig’s start-up delayed to late June, resulting in no earnings from the rig this quarter but ongoing preparatory costs including a forecasted $10 million in Q2 contract preparation expenses.
Operating expenses increased 4.6% versus Q4, partly from higher depreciation following recent rig acquisitions and elevated rig OpEx related to the credit loss provision.
Despite operational and geopolitical headwinds, full-year 2026 contract coverage improved to 71% at an average $137,000 dayrate, supported by new contract wins and fleet expansion through acquisition.

Webull Corporation Class A Ordinary Shares

BULL Q1 2026

Reported: 2026-05-22

Shares declined 5.4% following the earnings release, reflecting investor disappointment in margin compression amid aggressive expense growth and a cautious outlook on near-term profitability despite revenue strength.

Key takeaways

Revenue grew 36% year-over-year to $159.9 million, driven by volume growth across equities, options, and futures.
Customer assets were $24 billion, up 90% year-over-year but down slightly sequentially due to market volatility.
Equity notional volume surged 104% and option volume increased over 31% year-over-year, with futures growing 84% annually and 27% sequentially.
Adjusted operating expenses increased 64% year-over-year to $141.1 million, reflecting heavy investment in AI capabilities and platform expansion.
Management emphasized long-term growth over short-term margin improvement, signaling deliberate margin compression and cautious near-term profitability.

Copart, Inc.

CPRT Q3 2026

Reported: 2026-05-22

Shares rose 4.1% as Copart delivered record-high U.S. insurance average selling prices (ASPs) and demonstrated the resilience of its diverse global buyer base, offsetting modest volume declines in its insurance unit sales.

Key takeaways

U.S. insurance unit volume declined 4.2% year-over-year, or just over 3% excluding last year’s catastrophe-related units.
Despite volume softness, U.S. insurance ASPs increased 4.1% year-over-year, reaching a seasonally adjusted record high for Copart.
Total loss frequency rose steadily, reaching 23.6% in the first calendar quarter of 2026, up nearly 5 percentage points over four years, supporting auction returns.
International buyers now represent over one-third of U.S. volumes and nearly half of auction proceeds, highlighting the strength of Copart’s global network.
Investments in technology and infrastructure continue, supporting broad buyer diversity and high pure sale insurance volume at all-time highs.

Endava plc

DAVA Q3 2026

Reported: 2026-05-22

Endava's shares declined 16.8% after the company reported a disappointing quarter marked by slower-than-expected pipeline conversion and a cautious outlook driven by macroeconomic headwinds, delayed projects in the Middle East, and prolonged execution of large contracts.

Key takeaways

Revenue missed expectations due to delayed client work in the Middle East amid ongoing conflict and weaker overall demand driven by an uncertain macroeconomic environment.
Large, complex outcome-based contracts took longer to close than anticipated, contributing to a lowered Q4 revenue guide.
The company recorded a significant noncash goodwill impairment of GBP 364.6 million, reflecting challenges in near-term execution but not impacting liquidity or operational capacity.
Endava is accelerating its strategic pivot towards AI-native delivery, with AI-driven revenues growing from 5% to 15% of total revenue year-over-year (GBP 27 million in Q3 FY26), supported by expanded partnerships including Mastercard, OpenAI, and Google.
Despite execution headwinds, management highlights progress in transforming its go-to-market model and deepening client engagement around scalable AI solutions, though near-term demand remains uneven.

Deere & Company

DE Q2 2026

Reported: 2026-05-22

Shares dropped 5.2% after Deere reported ongoing volume declines in its large Production and Precision Ag segment, coupled with margin pressure from higher production costs and a cautious outlook on the ag equipment industry.

Key takeaways

Production and Precision Ag net sales fell 14% year-over-year to $4.5 billion due to lower shipment volumes despite positive price realization (+1 point) and currency tailwinds (+3 points).
Operating margin in Production and Precision Ag contracted to 15.7%, weighed down by higher production costs.
Small Ag and Turf segment delivered a 16% sales increase to $3.49 billion, with improved volumes and favorable pricing driving a 20.6% operating margin.
Deere maintained its full year guidance for fiscal 2026 but expects a continued decline in large ag equipment sales of 15-20% in the U.S. and Canada, citing muted grower sentiment from elevated input costs and high interest rates.
South America and Asia markets face headwinds including elevated costs and currency strength, pressuring near-term equipment demand despite some stability in other geographies.

Deckers Outdoor Corporation

DECK Q4 2026

Reported: 2026-05-22

Deckers shares rose 4.5% following fiscal Q4 results that showcased sustained momentum from its key growth drivers, particularly HOKA's largest quarter ever and strong full-year revenue expansion. The market responded favorably to robust top-line growth and margin strength despite macro and tariff pressures.

Key takeaways

Full-year revenue increased 10% to nearly $5.5 billion, driven by 16% growth at HOKA and 8% at UGG.
HOKA delivered its largest quarter ever with strong global DTC and wholesale growth, broadening its consumer base with innovative product launches.
Gross margins expanded despite tariff headwinds, supported by high full-price sell-through rates.
Operating margins remained best-in-class above 23%, reflecting disciplined cost management and investment focus.
Earnings per share rose 11% to a record $7.02, underscoring profitability alongside revenue gains.

e.l.f. Beauty, Inc.

ELF Q4 2026

Reported: 2026-05-22

e.l.f. Beauty’s shares were essentially flat, rising a modest 0.3%, as strong contributions from recent acquisitions and international expansion were offset by slower growth and unit declines in the core e.l.f. brand, leading to cautious near-term expectations.

Key takeaways

Fiscal ’26 net sales grew 25% with adjusted EBITDA up 13%, continuing a 29-quarter streak of growth.
Core e.l.f. brand’s global consumption growth slowed from high to low single digits in the last 12 weeks; spring 2026 innovation underperformed relative to historical product cycles.
Recent price increases contributed to unit declines; e.l.f. brand responded by reducing prices on select SKUs, yielding initial uplift (e.g., +38% on Amazon for Halo Glow).
Acquired brands continued strong momentum: Rhode net sales grew over 80% YoY to ~$390 million; Naturium doubled pre-acquisition sales to nearly $250 million and was fastest-growing in Q4 among top 50 skincare brands.
International sales increased 38%, with expansion into 14 countries and efforts to grow share in key markets (UK, Canada, Germany) underway.

EnerSys

ENS Q4 2026

Reported: 2026-05-22

EnerSys shares responded positively with an 8.2% gain, driven by better-than-expected earnings performance supported by pricing strength, operational discipline, and accelerating stock buybacks.

Key takeaways

Reported highest quarterly adjusted EPS and second highest quarterly revenue despite softness in electric forklift and transportation markets.
Delivered record full-year sales, adjusted gross profit, operating earnings, and adjusted diluted EPS before 45x tax benefits.
Achieved strong free cash flow aided by OpEx control and working capital improvements from enhanced supply chain collaboration.
Advanced strategic initiatives including plant closures and production shifts expected to yield $39 million in combined savings and tax benefits by fiscal 2027-2028.
Progressed go-to-market strategy with new lithium battery solutions targeting growth opportunities in aerospace, defense, and data center customers.

Euronext N.V.

ENX.PA Q1 2026

Reported: 2026-05-22

Euronext's shares rose modestly by 1.2% following a quarter marked by broad-based double-digit revenue and EBITDA growth alongside disciplined cost management. The market appears to regard the results as in line with expectations, reflecting steady progress without clear upside surprises.

Key takeaways

Revenues increased 15.3% year-on-year to EUR 528.5 million, reflecting diversified growth across both volume- and non-volume-related segments.
Adjusted EBITDA rose 16.7% to EUR 343.2 million, with margin expansion of 0.8 percentage points to 64.9% despite ongoing investments and acquisitions.
Adjusted net income grew 17.7% to EUR 216.1 million, supporting an 18.3% increase in adjusted EPS to EUR 2.13.
Non-volume-related revenues, with significant contributions from Admincontrol and Euronext Athens, accounted for 56% of total revenues and increased 13.4%.
Operating expenses rose 12.7%, driven by acquisitions and a 20% increase in headcount, though underlying costs excluding acquisitions grew only 5.2%.

Euroseas Ltd.

ESEA Q1 2026

Reported: 2026-05-22

The stock rose 5.2% following the earnings release, reflecting investor approval of Euroseas’ strong forward charter coverage and disciplined fleet expansion strategy, which underpin revenue visibility and cash flow stability.

Key takeaways

First quarter 2026 net revenues reached $55.84 million, with adjusted net income of $32.87 million ($4.70 per diluted share) and adjusted EBITDA near $41 million.
The board approved a 6.7% increase in the quarterly dividend to $0.80 per share, yielding close to 5% annually based on the current share price.
The company renewed its $20 million share repurchase program, having repurchased approximately 6.8% of outstanding shares since May 2022.
Euroseas expanded its newbuilding program with four methanol-ready container ships and two reefer container ships, financing growth through a mix of equity and debt targeting 60-65% leverage.
Forward coverage remains robust, with 96% of 2026 voyage days secured at an average daily rate of $30,150 and strong charter contracts extending into 2027 and 2028, supporting earnings stability amidst market volatility.

Experian plc

EXPN.L Q4 2026

Reported: 2026-05-22

Shares declined 2.4% following fiscal 2026 results as investors appeared cautious despite stable growth and margin expansion, likely due to the absence of standout positive catalysts or overly optimistic outlook disclosures.

Key takeaways

Organic revenue grew 8% for the year, accelerating to 9% in Q4, coming in at the top of guided range.
Margins expanded by 60 basis points at constant currency, exceeding the 30-50 basis point guidance.
Benchmark EPS increased 15%, supported by productivity improvements and cloud migration progress.
Cash flow remained strong with elevated cash conversion and ROCE increased to 17.2% on a larger capital base.
Management highlighted ongoing investments in AI and new product innovation, targeting a $15 billion incremental TAM.

Assicurazioni Generali S.p.A.

G.MI Q1 2026

Reported: 2026-05-22

Generali’s shares rose 3.6% post-earnings, reflecting investor approval of strong top-line growth across segments and disciplined underwriting, particularly in Life insurance and P&C improvements despite significant natural catastrophe losses.

Key takeaways

P&C gross insurance revenue grew nearly 7% year-on-year, driven by pricing and accelerating volume growth, with motor volumes rising 1.8% and Accident, Health, and Disability volumes up 3.4%.
Natural catastrophe losses were elevated this quarter, primarily due to storms in the Iberian Peninsula, impacting loss reserves but underlying attritional loss ratios improved by approximately 1 percentage point excluding manmade losses.
Expense ratio increased slightly to 29.3%, mainly due to acquisition costs and business mix, although underlying expense ratios ex-Europ Assistance remained stable.
Life insurance net inflows reached EUR 4.3 billion, supported by a 75% weighting in non-guaranteed business and a stable guarantee rate of 0.73%, reinforcing profitable growth without compromising underwriting discipline.
Asset & Wealth Management benefited from a EUR 50 million contribution in nonrecurring fees related to infrastructure business, highlighting successful positioning in that segment.

Gogoro Inc. Ordinary Shares

GGR Q1 2026

Reported: 2026-05-22

Shares declined 1.5% following earnings as investors appeared weighed down by ongoing ASP dilution from the entry-level product rollout and cautious near-term revenue impact, overshadowing improving margins and operating cash flow.

Key takeaways

Scooter volume grew 32.8% YoY to 6,216 units, outpacing electric segment growth of 18.2%, supporting market share gains in Taiwan.
Adjusted EBITDA expanded to $16.3 million; net loss narrowed by $10.7 million to $7.9 million, reflecting improved cost efficiency and operational discipline.
IFRS and non-IFRS gross margins converged at 20%, signifying a leaner cost structure but still moderate margin levels.
Entry-level product launch diluted average selling prices, with primary revenue benefit expected in Q2 as orders are fulfilled.
$30 million CapEx planned for energy network upgrades, including GoStation Q rollouts aimed at overseas expansion.

Intermediate Capital Group plc

ICG.L Q4 2026

Reported: 2026-05-22

ICG’s shares rose 3.7% post-earnings, driven primarily by fundraising that materially beat expectations, supporting confidence in the firm’s growth trajectory despite a cautious outlook for next year’s fundraising volume.

Key takeaways

Full year fundraising hit $17 billion, well above expectations, with real assets raising a record $5.5 billion, and scaling strategies attracting $8.4 billion.
Fee-earning AUM grew 11% to $126 billion, underpinning a 23% increase in fee-related earnings to GBP 350 million.
Performance fees contributed GBP 127 million, while group operating cash flow reached a record GBP 861 million.
North American capital inflows accounted for 34% of total fundraising, reflecting successful expansion efforts in this market.
Despite the strong 12-month fundraising, management signaled that full year ’27 fundraising is expected to be lower due to fundraising cycle timing, highlighting less certainty beyond the current momentum.

LI

Lionsgate Studios Corp.

LION Q4 2026

Reported: 2026-05-22

Lionsgate’s shares rose modestly by 2.5% following a quarter marked by solid margin expansion and strong free cash flow, offsetting a year-over-year revenue decline. While the market acknowledged operational efficiency gains, the reaction suggests investors are cautious, likely holding out for clearer acceleration or outlook details.

Key takeaways

Revenue declined year-over-year to $907 million, reflecting ongoing top-line pressures.
Adjusted OIBDA surged 17% to a 12-year high of $165 million, driven by margin improvements.
Operating income more than doubled to $118 million, up over 50% year-over-year.
Adjusted diluted EPS was $0.37, with reported EPS at $0.23 per share.
Free cash flow was robust at $190 million, reflecting strong returns on content and library investments.

LondonMetric Property Plc

LMP.L Q4 2026

Reported: 2026-05-22

LondonMetric's shares dipped slightly (-0.2%) following the earnings release, reflecting a mixed reaction to steady income growth offset by rising overheads and the uncertainties highlighted around valuation volatility and refinancing costs.

Key takeaways

Net rental income grew 16.6% to GBP 455 million, driven by acquisitions including Urban Logistics and Highcroft.
Dividend increased by 3.8% for the 11th consecutive year, supported by a 14% rise in EPRA earnings to GBP 305 million.
Portfolio value grew 23% with GBP 1.5 billion added, reflecting ongoing external and internal growth initiatives.
Administrative overheads rose to GBP 30.2 million due to expanding headcount and remuneration, though cost ratio remains sector-leading at 7.7%.
Material refinancing activity totaling GBP 2.7 billion maintained a 4% average cost of debt amid significant market volatility, weighing on reported returns.

Lowe's Companies, Inc.

LOW Q1 2026

Reported: 2026-05-22

Lowe’s stock edged down 0.4% following Q1 results that showed modest comp sales growth but lacked any clear catalyst to drive a stronger market response. Despite gains in key segments like Pro, Online, and Home Services, investors appeared cautious given ongoing macro challenges and tempered outlook commentary.

Key takeaways

Total sales reached $23.1 billion with comparable sales up 0.6%, marking the fourth consecutive quarter of positive comps.
Adjusted diluted EPS increased 3.8% year-over-year to $3.03, reflecting operational execution during a challenging spring start impacted by February storms.
Strength persisted in Pro segment and Online sales, which grew 15.5%, supported by enhanced digital capabilities including AI-driven shopping assistant and free same-day delivery offers for loyalty members.
Home Services continued to expand with new initiatives such as HomeCare+, a subscription offering for routine maintenance, aimed at deepening customer engagement.
Management acknowledged persistent headwinds including weak DIY demand, elevated interest rates, and low housing turnover, projecting a flat broader market in 2026 with a cautious outlook for near-term growth.

Lightspeed POS Inc.

LSPD Q4 2026

Reported: 2026-05-22

Shares fell 4.5% after earnings as investors reacted negatively to cautious commentary on growth acceleration and signs of margin pressure despite reported revenue and gross profit growth. The market priced in concerns around the sustainability of momentum and possible margin compression ahead.

Key takeaways

Q4 revenue rose 15% YoY to $291 million, with gross profit also up 15% to $129 million.
Adjusted EBITDA increased 17% year-over-year to $15 million, indicating moderate profitability improvement.
Customer locations grew 11% YoY with approximately 3,200 net new locations added, marking a fourth consecutive quarter of accelerating growth.
Growth engines (retail North America, hospitality Europe) now represent ~75% of revenues, with expectation to near 80% in fiscal 2027.
Product innovation, particularly AI-enabled features and integrations (e.g., Lightspeed Wholesale with Faire, AI-powered OCR), is driving software ARPU expansion, though market reaction suggests underlying growth and margin outlook may not fully meet investor expectations.

Lightspeed POS Inc.

LSPD.TO Q4 2026

Reported: 2026-05-22

Lightspeed’s stock declined 6.6% post-earnings due to likely investor disappointment with margin compression and a cautious outlook despite solid revenue and growth metrics.

Key takeaways

Total revenue for Q4 was $291 million, up 15% year-over-year.
Gross profit grew 15% year-over-year but gross margin settled at 43%, near the lower end of their target range.
Adjusted EBITDA increased 17% to $15 million, showing progress but likely falling short of investor expectations.
Customer locations grew 11% year-over-year with approximately 3,200 net new locations added in Q4.
While product innovation and AI-driven features showed promise, market reaction suggests concerns over margin sustainability and the path forward.

Nordson Corporation

NDSN Q2 2026

Reported: 2026-05-22

Nordson's shares gained 3.8% post-earnings, driven by record sales and earnings that modestly outpaced expectations, supported by strong organic growth, improved operating leverage, and sustained margin performance.

Key takeaways

Quarterly sales hit a record $741 million, up 8% year-over-year, including 7% organic growth across all three segments.
EBITDA reached a second quarter record of $235 million, with a stable 32% margin, reflecting disciplined cost management despite incremental EBITDA contribution on the low end of the usual range.
Adjusted EPS grew 18% to a new Q2 record of $2.86, slightly above guidance midpoint, benefiting from operational leverage and lower tax rate expectations (now 18–19%).
Free cash flow totaled $170 million, converting over 100% of net income, supporting a balanced use of capital for share repurchases, dividends, and strategic acquisitions (notably the CapstanAG precision agriculture bolt-on).
One-time pension settlement charges ($24 million pretax) and other noncash items impacted GAAP net income but were excluded from adjusted results; net interest expense declined due to lower debt and stable rates.

NIO Inc.

NIO Q1 2026

Reported: 2026-05-22

NIO’s share price remained largely unchanged post-earnings (+0.2%) as strong delivery growth and margin improvement balanced cautious guidance and a slower Q2 outlook.

Key takeaways

Q1 deliveries nearly doubled year-over-year to 83,465 vehicles, led by strong performances across the NIO, ONVO, and FIREFLY brands.
Gross margin improved to 19%, with vehicle margin at 18.8% and services margin reaching a four-year high of 20.6%.
Positive non-GAAP operating profit and operating cash flow were sustained, boosting cash reserves to RMB 48.2 billion.
Q2 delivery guidance is 11,000–11,500 units, implying growth of 52.7%–59.6% year-over-year but notable deceleration from Q1’s pace.
Multiple product launches underway, including the upcoming ES9 flagship SUV premiering late May, but investors appear cautious on near-term growth trajectory.

Navios Maritime Partners L.P.

NMM Q1 2026

Reported: 2026-05-22

Navios Maritime Partners' shares declined 0.9% following Q1 2026 results, reflecting investor caution despite solid operational metrics, likely due to modest margin pressure and cautious outlook amid geopolitical risks.

Key takeaways

Reported net income of $106.3 million and EBITDA of $212.7 million on $357 million revenue for Q1 2026.
Earnings per common unit stood at $3.64; declared a $0.06 distribution per unit, up 20% from the prior quarter.
Fleet modernization continued, reducing average vessel age to 9.1 years versus 13.7 years industry average; VLCC fleet age improved by nearly 40%.
Contracted backlog reached a record $4.1 billion, with 80% of available vessel days fixed for 2026 and the remainder open or indexed.
Net loan-to-value ratio improved to 28.3%, moving towards the target range of 20–25%, supported by $593 million liquidity and a largely covenant-lite debt structure.

NetEase, Inc.

NTES Q1 2026

Reported: 2026-05-22

NetEase’s Q1 2026 results were met with a largely muted market response, as the share price declined slightly by 0.2%, reflecting steady performance without notable upside or concerning drawbacks. While revenues in games and related services demonstrated consistency, there was no clear catalyst to drive sentiment positively.

Key takeaways

Total revenue reached RMB 30.6 billion in Q1, driven primarily by the games business.
Games and related value-add services contributed RMB 25.7 billion, supported by established domestic franchises and expanding international appeal.
Successful content updates and expansions, such as the major update to *Where Winds Meet*, fueled player engagement and sustained revenue momentum.
Flagship titles maintained steady player bases with initiatives like new gameplay features, anniversaries, and collaboration events reinforcing user activity.
The market reaction suggests that despite solid operational execution, investors found limited incremental growth or margin catalysts in the quarter.

Perion Network Ltd Common Stock

PERI Q1 2026

Reported: 2026-05-22

Shares dropped 17.2% following the quarter, reflecting investor disappointment likely tied to cautious outlook and margin pressures despite growth initiatives. The marked selloff indicates the market reacted negatively to either forward guidance or profitability concerns that overshadowed reported growth.

Key takeaways

Perion One product line saw a 6% increase in marketing spend, indicating client adoption acceleration.
Outmax AI agent technology, a key growth driver post-Green Bits acquisition, continues rapid expansion with new platform integrations, including TikTok.
The company secured an exclusive partnership to deploy Outmax in Africa, targeting a fast-growing $6.5 billion programmatic market.
Multiple case studies demonstrated Outmax’s ability to improve campaign efficiency and brand metrics across platforms.
Despite operational momentum, the considerable stock decline signals investor unease, likely due to cautious outlook or margin compression not explicitly addressed in management commentary.

Ralph Lauren Corporation

RL Q4 2026

Reported: 2026-05-22

Ralph Lauren's shares jumped 14.7% following the earnings release, reflecting investor approval of solid top-line growth, margin expansion, and strong brand momentum fueling positive expectations for continued margin improvement.

Key takeaways

Reported full year revenues surpassed $8 billion for the first time, driven by growth across retail and wholesale channels in every region.
Operating margins expanded despite meaningful tariff impacts, supported by gross margin improvement and disciplined expense management.
Added 1.4 million new customers in direct-to-consumer businesses in Q4, with a low double-digit increase year-over-year, led by digital and Ralph Lauren stores.
Brand equity measures improved, including increases in luxury perception, value perception, and younger customer recruitment.
Marketing investments accelerated behind strong consumer engagement initiatives, including Olympics activations and cultural events, enhancing brand relevance and share of voice.

Ross Stores, Inc.

ROST Q1 2026

Reported: 2026-05-22

Ross Stores traded up 7.8% after reporting a significant comp sales beat and strong margin expansion in the first quarter. The market responded positively to robust top-line growth driven by transaction increases and better-than-expected operating leverage.

Key takeaways

First quarter total sales rose 21% to $6.0 billion, driven by a 17% comp increase primarily from higher customer transactions.
Operating margin expanded 120 basis points to 13.4%, aided by a 145 basis point reduction in cost of goods sold and leverage in occupancy costs.
Earnings per share increased 37% to $2.02, supported by both sales growth and margin improvements.
Inventories were up 12%, with packaway inventory as a lower percentage than last year, indicating improved stock composition.
Management raised full-year sales and earnings guidance following strong Q1 results and anticipates steady comp growth of 6%-7% with continued margin gains.

Star Bulk Carriers Corp.

SBLK Q1 2026

Reported: 2026-05-22

Shares declined 1.1% following the earnings report, reflecting investor caution despite steady operational and financial metrics; no major positive surprise emerged to drive the stock higher.

Key takeaways

Net income reached $58.5 million, with adjusted net income at $63 million ($0.52 per share) and adjusted EBITDA of $114.3 million.
The company repurchased 1.9 million shares for $37.9 million and declared a $0.50 per share dividend, continuing a capital return focus.
Operating efficiency remains solid with time charter equivalent rates of $18,493 per vessel per day and daily cash margin of about $12,073 per vessel before debt and CapEx.
Balance sheet remains healthy with $432 million in cash, $874 million in debt, and a low leverage profile supported by 29 debt-free vessels valued around $700 million.
Fleet diversification supports stable revenue and adjusted EBITDA contributions across segments, but market conditions have not improved enough to push earnings or guidance above expectations.

Swiss Life Holding AG

SLHN.SW Q1 2026

Reported: 2026-05-22

Swiss Life’s shares nudged up 1.0% post-earnings, indicating a generally steady reception to a mixed quarter with moderate top-line growth offset by some softness in key markets and diminishing net new asset inflows.

Key takeaways

Fee and commission income grew 6% to CHF 686 million, supported by contributions across all business divisions.
Gross written premiums, fees, and deposits increased by 5% to CHF 8.2 billion in local currency, driven primarily by Switzerland’s strong 10% premium growth.
French and International premium segments showed weakness, with France down 2% and International down 3%, both trailing their respective market growth rates.
Net new assets in third-party asset management slowed significantly to CHF 4.2 billion from CHF 9.3 billion in the prior exceptional period, signaling deceleration.
Direct investment income declined sharply by CHF 142 million to CHF 0.9 million, impacted by lower equity and infrastructure returns and adverse FX movements.

Smiths Group plc

SMIN.L Q3 2026

Reported: 2026-05-22

Shares edged up 0.7% following Smiths’ Q3 trading update, reflecting a broadly in-line performance tempered by the negative revenue impact from Middle East conflict disruption and a reduced full-year organic growth outlook.

Key takeaways

Organic revenue was flat in Q3, with 9-month growth of 0.2%, weighed down by approximately GBP 10 million of disruption in John Crane due to two months of Middle East conflict-related operational interruptions.
John Crane organic revenue rose 3% excluding disruption, supported by a strong opening order book and positive book-to-bill, but the ongoing conflict is expected to continue to weigh into Q4.
Flex-Tek performed in line with expectations; within this segment, aerospace showed strong growth driven by contract renewals and a well-covered order book, offsetting continued weakness in U.S. construction and Thermal Solutions.
Full year organic growth guidance was reduced from 3–4% to around 2%, reflecting the impact of the Middle East conflict, with no guidance changes due to other segments.
Operating profit margin is expected to remain slightly above 20%, supported by cost control, savings programs, and the acceleration plan, with no change to the previously indicated benefit run rate.

Tate & Lyle plc

TATE.L Q4 2026

Reported: 2026-05-22

Shares fell 2.7% following a disappointing earnings update marked by ongoing volume declines, muted demand, and weakness in key segments such as European bulk sweeteners and Latin American sweeteners. Despite completing the CP Kelco integration, management’s revised guidance and cautious outlook failed to reassure investors.

Key takeaways

Revenue declined 3% on a like-for-like, constant currency basis due to volume pressures and softer market demand, consistent with prior revised guidance.
Adjusted EBITDA fell 3% to GBP 415 million, driven by lower volumes and reinvestment in pricing, although partly offset by GBP 53 million in productivity gains.
Bulk sweeteners in Europe accounted for about 20% of the revenue decline, weighed down by lower sugar pricing and fading demand.
Latin America saw further weakness in sweetener volumes, notably in Mexico, contributing to about 30% of the top-line decline in the region.
Asia Pacific showed resilience with stable revenue amid tariff challenges and a 9% increase in EBITDA, yet this was insufficient to offset softness elsewhere.

Toll Brothers, Inc.

TOL Q2 2026

Reported: 2026-05-22

Toll Brothers shares rose 8.4% following a quarter that beat expectations on orders, revenue, and margins, driven by continued strength in their luxury home segment and successful geographic expansion despite a challenging broader market.

Key takeaways

Reported revenue of $2.5 billion, approximately $110 million above the midpoint of guidance.
Adjusted gross margin improved 70 basis points versus guidance to 26.2%.
Signed 2,834 net agreements, up 7% in units and 8% in dollar value year-over-year.
Expanded selling communities to 459, up from 421 a year ago, with plans for further growth including the recent acquisition of Buffington Homes in Northwest Arkansas.
Geographic demand mixed: Florida, Boston, and several Mountain and Southern markets performed well; weaker demand noted in Atlanta, San Antonio, Seattle, Portland, and San Francisco.

Take-Two Interactive Software, Inc.

TTWO Q4 2026

Reported: 2026-05-22

Take-Two Interactive’s shares inched up 0.6% following earnings that largely met expectations, reflecting steady execution with no significant surprises in guidance or margins.

Key takeaways

Q4 net bookings reached $1.58 billion, surpassing the high end of guidance, with fiscal 2026 net bookings totaling $6.7 billion, about $750 million above prior guidance.
Record net bookings and recurrent consumer spending for NBA 2K; Zynga achieved its highest net bookings since acquisition.
Grand Theft Auto series continues strong momentum, with Recurrent Consumer Spending up 5% YoY and nearly 230 million units sold-in to date for GTA V.
Fiscal 2027 outlook anticipates record net bookings of $8.0–8.2 billion, driven primarily by the upcoming launch of Grand Theft Auto VI.
Mobile segment displayed solid growth, with multiple titles achieving year-over-year gains up to 25%, supported by continuous content updates and live service features.

Vext Science, Inc.

VEXTF Q1 2026

Reported: 2026-05-22

Vext’s shares climbed modestly by 1.7% following its Q1 2026 earnings, reflecting a largely steady performance with improving profitability driven by Ohio operations offsetting ongoing headwinds in Arizona. The market reaction signals cautious approval but not enthusiasm, likely reflecting mixed contributions across regions and an ongoing margin focus.

Key takeaways

Revenue rose 5% year-over-year to $12.2 million, led by a 34% increase in Ohio to $8.2 million, supported by new dispensaries and improved cultivation.
Arizona revenue declined 24%, weighed down by oversupplied wholesale market and pricing pressure, with wholesale revenue down roughly 50% year-over-year.
Gross profit more than doubled to $5.5 million, with a positive margin shift to 45.4%, driven by operating leverage and retail mix improvements in Ohio.
Adjusted EBITDA increased to $3.6 million, or 29.3% margin, up from 15% last year, reflecting better profitability despite ongoing drag from Arizona.
Cash from operations was $1.6 million despite temporary working capital challenges, with continued focus on Ohio expansion and planned completion of Arizona cultivation exit by end Q2.

Vipshop Holdings Limited

VIPS Q1 2026

Reported: 2026-05-22

Vipshop’s shares edged up modestly by 1.3% following Q1 results that reflected calendar-driven pull-forward demand and stable margins, with no clear catalyst to materially move the stock amid mixed operational signals.

Key takeaways

Total active customers showed positive momentum, led by a 9% year-over-year growth in SVIP members, who now account for approximately 50-55% of online spending.
Demand was pulled forward by a later Chinese New Year, causing a holiday surge in apparel sales but a softer March, indicating timing effects rather than sustained growth acceleration.
Margins remained healthy and stable, supported by favorable category mix and operational discipline without signs of margin expansion.
Increased AI integration improved efficiency in personalized marketing, customer acquisition, and merchandising optimization, though impact on near-term profitability remains gradual.
Management emphasized steady profitable growth and strategic investment but provided no indication of raised guidance or accelerated outlook.

Williams-Sonoma, Inc.

WSM Q1 2026

Reported: 2026-05-22

Williams Sonoma shares rose 6.5% following a Q1 report marked by better-than-expected execution across brands and channels, driving 4.8% comp growth and margin expansion despite cost headwinds.

Key takeaways

Same-store sales increased 4.8% company-wide, with every brand delivering positive comps.
Operating margin improved to 16.2%, absorbing tariffs and higher fuel costs without margin erosion.
EPS reached $1.93, up from $1.85 in the prior year.
Pottery Barn comps rose 1%, with digital and in-store initiatives aiding growth; Pottery Barn Kids posted a 4.5% comp driven by product innovation and licensing partnerships.
The company maintained full-year guidance amid ongoing external uncertainties, including housing market conditions and geopolitical volatility.

Full Truck Alliance Co. Ltd.

YMM Q1 2026

Reported: 2026-05-22

Shares declined 1.2% following the quarter as investors digested moderate revenue growth alongside signs of easing headwinds rather than a clear beat, reflecting cautious sentiment despite operational improvements.

Key takeaways

Total net revenues grew 5.5% year-over-year to RMB 2.85 billion, with transaction service revenues up more than 33% YoY to RMB 1.39 billion.
Fulfilled orders increased 14.3% YoY, driven by platform governance normalization, improved pricing transparency amid fuel price volatility, and enhanced operational efficiency.
Average shipper MAUs rose 13% YoY to 3.11 million, and trucker fulfillment rate improved 5 percentage points to above 44%.
Net cash from operating activities strengthened significantly to RMB 1.56 billion, supporting financial resilience.
Management emphasized continuing investment in AI integration and ecosystem enhancements, though market reaction signals tempered investor enthusiasm for the current growth pace.

Ypsomed Holding AG

YPSN.SW Q4 2026

Reported: 2026-05-22

Ypsomed’s shares surged 7.5% post-earnings, driven by a record number of new deals and strong pipeline visibility, signaling investor confidence in the company’s ongoing growth trajectory and innovation pipeline.

Key takeaways

Closed 44 new projects in the fiscal year, marking the highest annual deal count in company history.
Approximately half of new deals are related to biosimilars, underscoring the company’s expanded presence in this fast-growing segment.
Robust product pipeline with 260 devices in total: 80 currently marketed, 180 in development, with an expected 70% success rate for market launch.
Customer base broad and diversified; top 10 clients represent less than 50% of revenue, mitigating concentration risk.
Continued operational focus on lean initiatives and technology investments, including AI integration, aimed at driving efficiency and margin sustainability.

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