Insight Analytics — earnings coverage

Q3 FY2026 · Oct 8

PepsiCo Q3 Beats Estimates but Slashes Full-Year EPS Guidance

Core EPS guidance cut to +2.5%–+3.5% from prior low-end of +5%–+7% as input cost inflation and stepped-up brand investment squeeze margins.

vs $23.94B yr ago

vs $2.29 yr ago

Recent Coverage

Applied Digital Q1 Revenue Surges 322%, Nears Adjusted Breakeven

Revenue of $341.9M crushed estimates as HPC hosting ramp and fit-out services drove the beat; adjusted loss narrowed to $0.01 per share.

Revenue

$341.9M

+322.4%

EPS

$-0.01

+66.7%

LEVI

Guidance

Oct 7

Levi Strauss Q3 Beats on EPS, Raises Full-Year Guidance on Tariff Refunds

Adjusted EPS of $0.48 beat estimates by $0.12, driven by $0.16 in tariff refunds, as the company raised full-year margin and EPS outlook.

Revenue

$1.61B

+4.3%

EPS

$0.48

+41.2%

Nike's Q1 revenue fell 4% to $11.2B as the company unveiled 'Pace,' a $2.5B cost-savings plan through FY2031.

NKE

Strategic

Oct 1

Nike Q1 Beats EPS Estimates, Unveils 'Pace' Restructuring

Revenue fell 4% to $11.2B, but EPS of $0.48 topped consensus; a new $2.5B cost-savings plan targets FY2031.

Revenue

$11.21B

-4.3%

EPS

$0.48

-2.0%

A silicon wafer, the foundation of Micron's high-bandwidth memory, reflects the surging demand that drove Q4 revenue to $54.23 billion.

Beat

Sep 30

Micron Q4 Revenue Surges 379% as AI Demand Fuels Record Quarter

Revenue of $54.23B and EPS of $33.42 beat estimates; guidance for Q1 FY2027 points to continued explosive growth.

Revenue

$54.23B

+379.3%

EPS

$33.42

+1080.9%

Carnival Corporation raised its full-year outlook by over $150M after record Q3 revenue of $8.44B beat expectations.

CCL

Guidance

Sep 29

Carnival Corporation Raises Full-Year Guide After Record Q3, Overcomes $150M Fuel Headwind

Adjusted EPS matched last year's $1.43 despite a $0.10 fuel-and-currency drag; full-year outlook improved by over $150M.

Revenue

$8.44B

+3.5%

EPS

$1.43

in line

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