Accenture plc

ACN Q4 2026

Reported: 2026-10-03

Accenture’s shares rose 8.5% after Q4 revenue grew 7% in local currency, above the top end of the company’s guided range. Bookings reached $22.2 billion, while management said the demand environment—including discretionary spending—had not meaningfully changed.

Key takeaways

Q4 revenue was $18.7 billion, up 7% in local currency; growth was broad-based across markets, industries and types of work.
Bookings were $22.2 billion, with 37 clients generating bookings above $100 million.
Management cited strong margin expansion, EPS growth and free cash flow, but the transcript provides no figures for those measures.
Nearly 100 more clients began their first advanced AI work in Q4, bringing the FY2026 total to more than 400; many clients are still building the digital and data foundations needed to use AI at scale.
Accenture deployed $1.9 billion in acquisitions during Q4; about $3 billion related to Cyber OT acquisitions shifted into September due to regulatory timing.

View recap

Dye & Durham Limited

DND.TO Q4 2026

Reported: 2026-10-03

Dye & Durham’s shares fell 14.7% after earnings, despite a fourth-quarter rebound excluding Credas, suggesting investors focused on the weaker full-year results and unresolved transition rather than the quarterly improvement. Fiscal 2026 revenue and adjusted EBITDA both declined year over year, and management acknowledged adjustments to previously reported Q3 results.

Key takeaways

Fiscal 2026 revenue was $410.7 million and adjusted EBITDA was $198.8 million; both were lower than the prior year.
Excluding the Credas disposal, Q4 revenue rose 4% year over year and adjusted EBITDA increased 18%; operating cash flow was $65.6 million, up 15%.
Q4 adjusted EBITDA margin was approximately 53%, versus approximately 45% a year earlier. Management noted part of the sequential margin improvement was seasonal.
Canada revenue grew 9% year over year in Q4, while Canada segment adjusted EBITDA rose 13%.
The company reported approximately $20 million in annualized run-rate cost savings for fiscal 2026 and said it expects to complete remaining initiatives by the end of fiscal 2027.

View recap

Jabil Inc.

JBL Q4 2026

Reported: 2026-10-03

Jabil shares fell 6.0% after earnings, despite a better-than-guided Q4, with the likely concern being the scale of the growth and execution still required to deliver fiscal 2027’s outlook. Inventory also remains above the company’s target range, with normalization expected to take place through the year.

Key takeaways

Q4 revenue was approximately $10.6 billion, up 29% year over year; core diluted EPS was $4.40, up 34%. Both exceeded the high end of guidance.
Intelligent Infrastructure revenue rose 56% to approximately $5.8 billion, about $900 million above the June outlook, on stronger AI demand and faster capacity ramps. Segment core margin increased 60 basis points year over year to 6.5%.
Regulated Industries revenue grew 9% to $3.4 billion. Auto and energy infrastructure were ahead of expectations, offsetting weaker healthcare and packaging results tied to equipment delays and a customer-program timing shift.
Connected Living & Digital Commerce revenue was roughly flat year over year at approximately $1.4 billion; core operating margin was 7.1%.
Net inventory days improved by about four sequentially to 64, but remained above the 55–60-day target range. Management expects improvement through fiscal 2027.

View recap

Tortilla Mexican Grill plc

MEX.L Q2 2026

Reported: 2026-10-03

The stock fell 0.7% after the results, a broadly flat reaction. H1 performance differed by market: UK revenue and like-for-like sales increased, while the presentation highlighted challenges in France and store closures there.

Key takeaways

Group revenue rose 6% to £38.5m, with reported group like-for-like sales growth of 13.3%; last-12-month system sales reached £103m.
The UK, which contributes over 90% of group revenue, recorded H1 like-for-like growth of 13.9% and revenue of £35.4m, up 7%, despite having fewer stores.
UK gross margin was 75.5%, down 1.4 percentage points year on year: management attributed about 0.7 points to food input costs and about 0.7 points to a change in discount accounting.
UK restaurant EBITDA was broadly flat amid higher labour costs and incremental delivery costs; adjusted EBITDA increased from £2.4m to £2.6m.
Management said it closed underperforming French stores, including five unconverted sites, and restructured the French team and head-office costs.

View recap

McCormick & Company, Incorporated

MKC Q3 2026

Reported: 2026-10-03

McCormick shares fell 3.7% after earnings, with softer-than-expected Global Flavor Solutions volumes and continued pressure in the U.S. consumer business likely weighing on sentiment. Organic sales grew 2%, but management flagged muted food-industry demand and said U.S. herbs, spices and seasonings still have room to improve.

Key takeaways

Total sales rose 17% in constant currency, including the McCormick de Mexico acquisition; organic sales grew 2%.
Global Flavor Solutions had organic growth from pricing and volume, but volumes were slightly below expectations as softer CPG and QSR demand, a U.S. cyclospora outbreak and lower EMEA QSR foot traffic weighed on performance.
Global Consumer trends improved from the second quarter, with momentum in EMEA and Asia Pacific and early improvement in the Americas; U.S. consumption remains pressured by value-conscious shoppers and higher seafood and beef prices.
The company reported margin expansion and increased earnings, citing productivity and operational discipline to offset higher input, freight and other inflationary costs.
Management said Asia Pacific Flavor Solutions volume growth should continue for the rest of the year, but at a more normalized rate than in the third quarter; it reaffirmed confidence in delivering its 2026 outlook.

View recap

NIKE, Inc.

NKE Q1 2027

Reported: 2026-10-03

NIKE shares fell 4.3% after earnings, as steep declines in Greater China and Sportswear—and a mid-teens drop in Jordan—showed that growth in Performance is not yet enough to offset pressure elsewhere. Management also said inventory and marketplace cleanup will weigh on future order books, with benefits from its repositioning expected to take time.

Key takeaways

Revenue was within the company’s guided range, and gross margin improved as expected; management said results were in line with expectations.
NIKE Performance grew at a high-single-digit rate, but the business was not large enough to offset weakness in Sportswear, Jordan Brand and Greater China.
Sportswear, just under half of quarterly revenue, declined at a low-double-digit rate. The planned near-50% reduction in Dunk revenue created an approximately $200 million headwind, alongside weaker sell-through of some older footwear.
Jordan Brand revenue fell at a mid-teens rate and represented 13% of global business. NIKE plans to reduce the volume and frequency of selected Retro launches, with the biggest near-term impact expected in North America.
Greater China revenue declined 26%. NIKE is narrowing its digital distribution and working with wholesale partners to address excess inventory, actions that management said will take time to deliver their full benefit.

View recap

Seascape Energy Asia plc

SEA.L Q2 2026

Reported: 2026-10-03

The shares rose 8.8% after the interim results, with investors likely responding to progress on the Temaris development and a cash position management says funds the project through FID. The company remains pre-production, and Temaris still depends on securing a farm-in and debt financing after FID.

Key takeaways

Cash was just over £7 million at the balance-sheet date, including restricted cash; about 60% of restricted cash was released after the period end.
Management says available cash takes Seascape through Temaris FID, expected in Q1 next year, and beyond; it expects a farm-in and debt to finance the project thereafter.
Temaris is a 100%-owned, operated 250 BCF gas development. The field development plan is due by year-end, with first gas targeted around 18 months after that plan.
Block 2A’s Kertang prospect is expected to be drilled in under 12 months, with Seascape holding a full uncapped carry, according to management.
The business remains pre-production and reported a loss for the period; management cited tight cost control and capitalized Temaris project spending.

View recap

Earnings Recaps

Accenture plc

Dye & Durham Limited

Jabil Inc.

Tortilla Mexican Grill plc

McCormick & Company, Incorporated

NIKE, Inc.

Seascape Energy Asia plc

Community

Earnings Recaps

Accenture plc

Dye & Durham Limited

Jabil Inc.

Tortilla Mexican Grill plc

McCormick & Company, Incorporated

NIKE, Inc.

Seascape Energy Asia plc

Community

Trending This Week

Notifications