undamentalytics Newsletter

Results and earnings

Quarterly results reports, results analyses and what to watch before companies report.

  1. What to watch when TKO Group Holdings reports on Wednesday 4 November

    Results and earnings TKO

    TKO Group Holdings reports on Wednesday 4 November, after the market closes. Analysts expect full-year EPS of $4.44; these are the numbers and trends the report will test.

  2. What to watch when Warner Music Group Corp. reports on Thursday 19 November

    Results and earnings WMG

    Warner Music Group Corp. reports on Thursday 19 November, before the market opens. Analysts expect full-year EPS of $1.78; these are the numbers and trends the report will test.

  3. Why did Baker Hughes raise its order outlook as quarterly profit fell 32.5%?

    Results and earnings BKR

    Baker Hughes raised its IET order outlook as power and LNG demand strengthened. Yet Chart drove most of the revenue increase and added financing costs, leaving the cash performance more encouraging than the fall in GAAP profit suggests.

  4. Agilysys Inc results: adjusted EPS beat estimates by 21.5%, shares fall 4.0%

    Results and earnings AGYS

    Agilysys Inc's adjusted EPS of $0.67 beat the analysts' average estimate of $0.55 by 21.5%, and revenue rose 17.7% year on year to $93.4 million.

  5. Alexandria Real Estate Equities results: adjusted EPS beat estimates by 0.0%, shares fall 5.0%

    Results and earnings ARE

    Alexandria Real Estate Equities's adjusted EPS of −$0.03 beat the analysts' average estimate of $0.00 by 0.0%, and revenue fell 10.7% year on year to $671.2 million.

  6. American Tower results: adjusted EPS beat estimates by 0.5%, shares fall 2.4%

    Results and earnings AMT

    American Tower's adjusted EPS of $1.64 beat the analysts' average estimate of $1.63 by 0.5%, and revenue rose 2.5% year on year to $2.8 billion.

  7. Amkor Technology, Inc. results: adjusted EPS missed estimates by 3.1%, shares rise 1.6%

    Results and earnings AMKR

    Amkor Technology, Inc.'s adjusted EPS of $0.76 missed the analysts' average estimate of $0.78 by 3.1%, and revenue rose 0.2% year on year to $2.0 billion.

  8. Sandisk's operating margin hits 72.5%, above its prior high of 61.2%

    Results and earnings SNDK

    Sandisk's trailing operating margin reached 72.5% in the quarter ended October 2026, up 91.6 percentage points year over year and above the 61.2% high recorded across the prior eight quarters of filings.

  9. What to watch when DoorDash reports on Wednesday 4 November

    Results and earnings DASH

    DoorDash reports on Wednesday 4 November, before the market opens. Analysts expect full-year EPS of $2.79; these are the numbers and trends the report will test.

  10. What to watch when DuPont reports on Tuesday 3 November

    Results and earnings DD

    DuPont reports on Tuesday 3 November, before the market opens. Analysts expect full-year EPS of $7.26; these are the numbers and trends the report will test.

  11. What to watch when Keurig Dr Pepper reports on Tuesday 3 November

    Results and earnings KDP

    Keurig Dr Pepper reports on Tuesday 3 November, before the market opens. Analysts expect full-year EPS of $2.29; these are the numbers and trends the report will test.

  12. What to watch when Maplebear Inc. reports on Thursday 5 November

    Results and earnings CART

    Maplebear Inc. reports on Thursday 5 November, before the market opens. Analysts expect full-year EPS of $2.30; these are the numbers and trends the report will test.

  13. What to watch when Marriott International reports on Monday 2 November

    Results and earnings MAR

    Marriott International reports on Monday 2 November, before the market opens. Analysts expect full-year EPS of $11.75; these are the numbers and trends the report will test.

  14. What to watch when MSA Safety Inc reports on Monday 2 November

    Results and earnings MSA

    MSA Safety Inc reports on Monday 2 November, after the market closes. Analysts expect full-year EPS of $9.07; these are the numbers and trends the report will test.

  15. What to watch when NEW York Times Co reports on Wednesday 4 November

    Results and earnings NYT

    NEW York Times Co reports on Wednesday 4 November, before the market opens. Analysts expect full-year EPS of $2.85; these are the numbers and trends the report will test.

  16. What to watch when Revvity reports on Tuesday 3 November

    Results and earnings RVTY

    Revvity reports on Tuesday 3 November, before the market opens. Analysts expect full-year EPS of $5.35; these are the numbers and trends the report will test.

  17. Why Amazon's operating margin hit a record 13.9% while free cash flow turned negative

    Results and earnings AMZN

    Amazon's operating margin reached 13.9% in the third quarter of 2026, the highest in the company's history, even as capital spending on AI infrastructure pushed quarterly free cash flow to an outflow of $34.8 billion from a $0.4 billion inflow a year earlier.

  18. What to watch when American International Group reports on Tuesday 3 November

    Results and earnings AIG

    American International Group reports on Tuesday 3 November, after the market closes. Analysts expect full-year EPS of $8.09; these are the numbers and trends the report will test.

  19. What to watch when Cinemark Holdings, Inc. reports on Tuesday 3 November

    Results and earnings CNK

    Cinemark Holdings, Inc. reports on Tuesday 3 November, before the market opens. Analysts expect full-year EPS of $2.64; these are the numbers and trends the report will test.

  20. What to watch when Clorox reports on Monday 2 November

    Results and earnings CLX

    Clorox reports on Monday 2 November, after the market closes. Analysts expect full-year EPS of $5.70; these are the numbers and trends the report will test.

  21. What to watch when Calix, Inc reports on Monday 2 November

    Results and earnings CALX

    Calix, Inc reports on Monday 2 November, after the market closes. Analysts expect full-year EPS of $1.72; these are the numbers and trends the report will test.

  22. What to watch when Hillman Solutions Corp. reports on Monday 2 November

    Results and earnings HLMN

    Hillman Solutions Corp. reports on Monday 2 November, after the market closes. Analysts expect full-year EPS of $0.58; these are the numbers and trends the report will test.

  23. What to watch when Kosmos Energy Ltd. reports on Monday 2 November

    Results and earnings KOS

    Kosmos Energy Ltd. reports on Monday 2 November, before the market opens. Analysts expect full-year EPS of $0.27; these are the numbers and trends the report will test.

  24. What to watch when Paymentus Holdings, Inc. reports on Monday 2 November

    Results and earnings PAY

    Paymentus Holdings, Inc. reports on Monday 2 November, after the market closes. Analysts expect full-year EPS of $0.91; these are the numbers and trends the report will test.

  25. What to watch when V2x, Inc. reports on Monday 2 November

    Results and earnings VVX

    V2x, Inc. reports on Monday 2 November, after the market closes. Analysts expect full-year EPS of $6.23; these are the numbers and trends the report will test.

  26. American Water raises 2026 guidance floor as quarterly free cash flow drops to −$160m

    Results and earnings AWK

    American Water narrowed its 2026 adjusted earnings guidance toward the top of its range on 28 October, even as the quarter's free cash flow shortfall widened and revenue growth slowed to its weakest pace in two years.

  27. Coca-Cola's margin hits 33.4% as shares slip despite the earnings beat

    Results and earnings KO

    Coca-Cola's third-quarter operating margin reached 33.4%, up from 32.0% a year earlier, and adjusted earnings per share beat the analysts' average estimate by 3.3%. The shares still fell 1.0% in the session after the results, a reaction at odds with the numbers themselves.

  28. Ryerson's revenue beat widens as Olympic Steel merger lifts operating margin

    Results and earnings RYZ

    Ryerson Holding's third-quarter revenue topped analysts' average estimate by 10.2%, aided by the Olympic Steel merger and the fastest year-on-year growth in two years, while operating margin rose 2.5 percentage points and free cash flow stayed negative.

  29. Schlumberger beats earnings expectations as recovering activity leaves profit behind sales

    Results and earnings SLB

    SLB's adjusted earnings beat the analysts' average by 4.1%, but revenue growth did not translate into higher GAAP profit. Middle East operations recovered and ChampionX helped sales, while cash generation and data centre expansion exposed competing demands on capital.

  30. Why did Sprouts’ operating margin fall to 6.6% while sales grew?

    Results and earnings SFM

    Sprouts’ revenue rose 4.7%, but operating income fell 2.9%. Softer customer traffic increased stock losses, while new stores added costs. Management now plans broader price investment, putting further pressure on near-term margins.