Braze Inc. Class A Common Stock

BRZE Q2 2027

Reported: 2026-09-10

Braze shares fell 25.8% after earnings, indicating investors were disappointed despite reported revenue growth and raised guidance. The transcript points to concerns around still-moderating growth—revenue increased 26% year over year—and the early, not-yet-material monetization of AI, which may have outweighed improving margins and cash flow.

Key takeaways

Fiscal Q2 revenue was $227 million, up 26% year over year and 8% sequentially.
Large-customer dollar-based net retention improved 100 basis points to 112%, while customers spending at least $500,000 annually rose 28% year over year.
Paid adoption of Braze AI tools reached roughly one-third of the large-customer cohort, increasing about 900 basis points from Q1; management acknowledged AI monetization remains early.
Non-GAAP operating margin improved by more than 600 basis points year over year, and free cash flow reached a record second-quarter $22 million.
Management raised third-quarter and full-year revenue guidance, as well as full-year operating income guidance, while targeting at least 400 basis points of operating-margin improvement.

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Canaan Inc.

CAN Q2 2026

Reported: 2026-09-10

Canaan’s shares fell 12.2% after Q2 revenue missed its own guidance as weaker late-quarter miner demand, elevated industry inventory, and intensified price competition pressured sales. Mining revenue and liquidity management provided support, but the call highlighted a deteriorating equipment market and ongoing pricing pressure.

Key takeaways

Q2 revenue was approximately **$32 million**, below the company’s prior **$35–45 million guidance range**; management attributed the shortfall primarily to falling Bitcoin prices, delayed miner purchases, and excess industry inventory.
Mining-machine product revenue was approximately **$14 million**, while mining revenue was approximately **$18 million**, representing more than half of total revenue.
Computing-power sales totaled **2.5 EH/s**; the company produced **243 Bitcoins** during the quarter.
Canaan held **1,915 Bitcoins and 3,952 ETH** at quarter-end, with its digital-asset treasury reaching a record high.
Non-JV installed hash rate was approximately **10.05 EH/s**, with June average all-in power costs of about **$0.043/kWh**; Project ABC reached **4.85 EH/s** installed capacity by the end of July and generated positive cash flow.

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James Fisher and Sons plc

FSJ.L Q2 2026

Reported: 2026-09-10

The shares fell 2.0% after earnings, signaling a broadly cautious market response despite improved group profitability. Investors likely focused on Energy weakness, where revenue declined amid customer caution and project delays, partially offsetting strong Defence and Maritime Transport performance.

Key takeaways

Group revenue increased 2.1% year-on-year to just under £196 million, including a £9.5 million net volume increase; this comprised £19.8 million of growth in Defence and Maritime Transport, offset by a £10.3 million decline in Energy.
Underlying operating profit rose 27.9% to £14.2 million, with margin improving to 7.2%; corporate costs increased £0.4 million to £6.6 million.
Defence was the key growth driver: revenue rose 43% to £53.8 million and operating profit increased to £5.3 million from £0.7 million, with the margin approaching 10%.
Energy performance declined year-on-year, with operating profit down £4.6 million as higher-margin well testing, decommissioning, and bubble-curtain services weakened; offshore wind activity was also affected by policy changes.
Maritime Transport benefited from strong tank-ship utilization, favorable spot rates, and higher ship-to-ship activity in Latin America. Net debt was £65.7 million, with covenant leverage at 1.5x, while ROCE improved 210 basis points to 8.2%.

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IRSA Inversiones y Representaciones Sociedad Anónima

IRS Q4 2026

Reported: 2026-09-10

IRSA’s fiscal 2026 results were mixed but broadly resilient, with the stock rising 2.0% after earnings. Record rental-segment EBITDA and portfolio expansion were offset by an 8.5% real decline in tenant sales amid weaker consumption, although occupancy remained high and revenue grew 1.5%.

Key takeaways

Net gain reached ARS 421 billion for fiscal 2026; rental-segment EBITDA approached $200 million, a record for the company.
Shopping mall tenant sales fell 8.5% in real terms, while mall revenue increased 1.5%, supported by fixed components representing 87% of revenue.
Mall occupancy remained stable at 97%, and dollar EBITDA was nearly 4% above the prior year; the portfolio expanded 20% in GLA through acquisitions.
The company expects to reach 432,000 sq m across 19 shopping centers next year, including Al Oeste, Los Gallegos, and the planned Distrito Diagonal development.
Office occupancy reached 100%, while hotels reported nearly 65% occupancy and an average rate of $218; IRSA raised $230 million during the year and plans to announce a new dividend proposal.

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Rubis

RUI.PA Q2 2026

Reported: 2026-09-10

Rubis delivered broadly positive first-half results, with EBITDA up 18% and an upgraded 2026 EBITDA target of €775–825 million. The roughly flat market reaction (+0.8%) suggests investors viewed the strong operating performance as largely balanced by lower operating cash flow and remaining exposure to volatile, project-driven markets.

Key takeaways

Group EBITDA rose 18% to €434 million, while net income attributable to the group increased 17% to €191 million.
Energy Distribution performed well: volumes increased 9% and gross margin rose 16%; fuels volumes grew 6% with gross margin up 13%.
Bitumen was a major contributor, with volumes up 44% and gross margin up 54%, although management flagged project timing variability and weaker Nigerian demand.
Photosol’s secured portfolio increased 22% year over year to 1.5 GW, while Power EBITDA rose 13% to €25 million; operating assets grew 32% and electricity production 28%.
Operating cash flow declined year over year to €223 million, primarily due to higher working-capital needs associated with higher oil prices.

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ServiceTitan, Inc.

TTAN Q2 2027

Reported: 2026-09-10

ServiceTitan’s stock fell 35% after earnings, signaling that investors were more concerned about the company’s increased investment and shift toward Max than its reported 21% revenue growth and record free cash flow. The transcript points to broader-than-expected spending on Max and the software factory, with management emphasizing a future transition rather than near-term financial upside.

Key takeaways

Fiscal Q2 revenue grew 21% year over year, while management reported record free cash flow.
ServiceTitan increased investments in Max and its software factory in both absolute dollars and relative to its initial expectations for the year.
Management is prioritizing existing trades and accelerating the shift toward Max, which CFO Dave Sherry was expected to discuss in terms of financial implications and mix effects.
The company highlighted early Max customer results, including Delponte’s revenue growth of more than 45% year over year in Q2 2026 and an improved technician-to-admin ratio from 2:1 to 3:1.
A leadership transition adds execution risk: CRO Ross Biestman is leaving his operating role after Q3, with Rikus Pretorius set to assume the CRO position in Q4.

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United Natural Foods, Inc.

UNFI Q4 2026

Reported: 2026-09-10

UNFI’s fiscal 26 fourth quarter results were broadly in line with its latest outlook, with the stock rising 1.5% after earnings. The quarter showed continued EBITDA growth and balance-sheet improvement, but underlying sales remained only low single digit, consistent with a slowly growing addressable market.

Key takeaways

Fourth-quarter adjusted EBITDA was $172 million, contributing to 27% full-year EBITDA growth.
Free cash flow was $80 million in Q4 and $323 million for the full year.
Year-end net leverage declined to 2.2x, more than one full turn below the prior year.
Underlying sales growth was low single digit, broadly aligned with UNFI’s approximately $90 billion target addressable market, which management expects to grow at a low-single-digit rate.
Execution initiatives included launching more than 130 private-brand SKUs, consolidating the Racine facility, expanding the Joliet distribution center with automation, and deploying AI-enabled supply-chain and procurement planning across the distribution-center network.

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Waterdrop Inc.

WDH Q2 2026

Reported: 2026-09-10

Waterdrop’s shares were flat after earnings, signaling a broadly balanced result. Revenue grew 72.8% year over year and profitability continued, although the company’s full-year targets imply a slower pace than the second-quarter top-line growth.

Key takeaways

Second-quarter revenue was ¥1.45 billion, up 72.8% year over year; net profit attributable to ordinary shareholders was ¥130 million, marking the 10th consecutive profitable quarter.
Insurance-related income increased 80.5% year over year to ¥1.33 billion, while insurance operating profit rose 20% sequentially to ¥180 million.
Insurance customer acquisition rose 32.3% sequentially, and first-year premiums from long-term insurance increased 33.4% sequentially.
Digital claims and trial solutions enrolled more than 1,500 patients during the quarter, up 54% year over year, with cumulative patients served exceeding 17,000.
Management targets more than 40% full-year 2026 revenue growth and over 10% operating-profit growth; the board also approved a $0.03-per-ADS dividend and a share-repurchase program of up to $50 million over 12 months.

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Earnings Recaps

Braze Inc. Class A Common Stock

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Braze Inc. Class A Common Stock

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