Insight Analytics — earnings coverage

Fiber optic cables in a data center, the backbone of the AI networking driving Semtech's record revenue.

Q2 FY2027 · Aug 25

Semtech Q2 FY2027: Record Revenue, Guidance Inflection Signals AI Momentum

Revenue of $341.9M beat estimates by 4%, driven by AI data center networking and IoT, with Q3 guidance implying a major step-change.

vs $257.6M yr ago

vs $0.41 yr ago

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Zoom’s enterprise revenue hit $787.5 million in Q2 FY2027, its fastest growth in three years, as businesses continued to invest in unified communications.

In line

Aug 25

Zoom Q2 Beats as Enterprise Revenue Hits Three-Year High

Enterprise revenue grew 7.8% YoY, its fastest pace in three years, as non-GAAP operating margin contracted 130bps on higher R&D spend.

Revenue

$1.28B

+4.9%

EPS

$1.55

+1.3%

DICK'S Sporting Goods' core business posted 4.9% comp growth, but the Foot Locker acquisition dragged on results with a 3.6% proforma decline amid a hyper-promotional athletic footwear market.

DKS

Guidance

Aug 25

DICK'S Sporting Goods Q2: Foot Locker Drag Forces Full-Year Guide Lower

Core DICK'S comps rose 4.9%, but Foot Locker's 3.6% decline and a promotional marketplace led to a 19% EPS drop and a cut to full-year guidance.

Revenue

$5.59B

+53.2%

EPS

$3.53

-19.4%

Ross Stores reported a 10% surge in comparable store sales for Q2, driven by strong traffic and a $0.60 per share tariff refund.

ROST

Beat

Aug 20

Ross Stores Q2 Beats on Traffic, Tariff Refund, and Raised Guidance

Comparable store sales surged 10%, operating margin expanded 205bps excluding tariff benefits, and FY2026 EPS guidance was raised to $8.61-$8.77.

Revenue

$6.26B

+13.3%

EPS

$2.66

+70.5%

Walmart's Q2 revenue rose 5.9% to $187.9 billion, beating estimates and prompting a raised full-year outlook.

WMT

Guidance

Aug 20

Walmart Q2 Beats, Raises FY27 Guide as Tariff Refunds Boost Margins

Adjusted EPS of $0.81 topped estimates by 9%, and the company lifted its full-year outlook for sales, operating income, and EPS.

Revenue

$187.94B

+5.9%

EPS

$0.81

+19.1%

Deere's Construction & Forestry segment surged 84% in Q3, driven by strong demand for heavy machinery.

Beat

Aug 20

Deere Q3 Beats as Construction Surges and Ag Cycle Nears Bottom

Net income rose 7% to $5.10 EPS, well above estimates, as Construction & Forestry profit surged 84% and guidance was raised.

Revenue

$12.61B

+4.9%

EPS

$5.10

+7.4%

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