undamentalytics Newsletter

Results and earnings

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

  1. Masco lifts 2026 earnings guidance as plumbing margins widen and free cash flow slips

    Results and earnings MAS

    Masco's third-quarter adjusted earnings per share beat the analysts' average estimate by 16.1% and management raised full-year 2026 guidance to $4.65-$4.75, even as quarterly free cash flow fell to $332 million from $415 million a year earlier.

  2. Chubb's revenue growth slows to 0.3% as catastrophe losses more than double to $705 million

    Results and earnings CB

    Chubb's quarterly revenue rose just 0.3% year over year, the slowest pace in two years, as catastrophe losses more than doubled to $705 million. Adjusted earnings per share of $7.66 beat the analysts' average estimate by 12.7%, the fourth straight quarterly beat.

  3. Why did FedEx raise its 2026 profit guidance as quarterly net income fell 68.5%?

    Results and earnings FDX

    FedEx lifted its calendar-2026 revenue and adjusted profit outlook after September-quarter revenue rose 11.9% to $22.9 billion, while a mark-to-market loss on its retained FedEx Freight stake pulled GAAP net income down 68.5% to $0.3 billion.

  4. Garmin raises full-year guidance as margins hit records while cash flow lags profit

    Results and earnings GRMN

    Garmin's third-quarter operating margin reached 30.8% as management raised full-year revenue guidance to around $8.15 billion. Free cash flow grew far more slowly than net income over the trailing year, a gap now a year old.

  5. Parsons' profit falls on deal costs as cash flow pulls ahead

    Results and earnings PSN

    Parsons' third-quarter net income fell 15.5% to $54.2 million on acquisition-related costs, even as operating cash flow rose 65.0% and free cash flow climbed to $250.8 million, extending a gap that has also widened over the trailing twelve months.

  6. Appfolio Inc results: adjusted EPS beat estimates by 1.7%, shares fall 3.0%

    Results and earnings APPF

    Appfolio Inc's adjusted EPS of $1.82 beat the analysts' average estimate of $1.79 by 1.7%, and revenue rose 18.6% year on year to $295.7 million.

  7. Booz Allen Hamilton Holding Corp results: adjusted EPS beat estimates by 19.0%

    Results and earnings BAH

    Booz Allen Hamilton Holding Corp's adjusted EPS of $1.76 beat the analysts' average estimate of $1.48 by 19.0%, and revenue fell 3.9% year on year to $2.8 billion.

  8. DOW: what the new 10-Q shows about revenue and cash flow

    Results and earnings DOW

    Dow’s latest TTM figures show revenue growth accelerating, with gross margin at 11.1%. Free cash flow has also improved, though net income remains negative and the cash-flow measure relies on estimated capital expenditure.

  9. GE Aerospace results: adjusted EPS rose 36% as free cash flow fell

    Results and earnings GE

    GE Aerospace raised its full-year guidance after strong adjusted profit growth. Yet quarterly free cash flow fell, while the analysts’ average EPS estimate was beaten by 11.4%.

  10. Cleveland-Cliffs results: adjusted earnings rose as cash flow stayed negative

    Results and earnings CLF

    Cleveland-Cliffs returned to GAAP profit and lifted adjusted EBITDA, while trailing-twelve-month free cash flow remained negative. The earnings beat and company outlook sit alongside a still-thin cash generation record.

  11. HubSpot cuts about 7% of staff as its latest quarter shows record cash margins

    Results and earnings HUBS

    The 6 October filing was not an earnings report but a memo cutting about 7% of staff. Against the June quarter, with adjusted EPS of $3.26 versus a $3.02 analysts' average and free cash flow at a record 23.1% margin, the cut comes from apparent strength, not distress.

  12. Microsoft FY2026: the income statement says record year. The cash flow statement disagrees.

    Results and earnings MSFT

    Microsoft closed fiscal 2026 with near-record operating margins and 17.8% revenue growth, and the weakest free-cash-flow margin in the seventeen years of filings we analyse. The gap between those two sentences is $115.9B of capital expenditure.