Earnings coverage

Every published Insight News article. Filter by the archetype of the print, scroll back through the catalogue.

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Goldman Sachs reported a 72% surge in equities revenue in Q3, driven by a financing boom and record advisory fees.

Goldman Sachs Q3 Crushes Estimates as Equities Revenue Surges 72%

EPS of $17.01 beat by $4.15 as record advisory fees and a financing boom in equities drove the strongest quarter in years.

Revenue

$18.68B

+23.0%

EPS

$17.01

+38.9%

JPM

In line

Oct 13

JPMorgan Chase Q3: Equity Markets Surge 49%, Buyback Pullback Signals Capital Caution

JPMorgan reported in-line Q3 results, but the real story is a dramatic shift in capital allocation and a record-breaking quarter for equity trading.

Revenue

$50.17B

+8.1%

EPS

$5.75

+13.4%

WFC

In line

Oct 13

Wells Fargo Q3: EPS Beat, But the Capital Story Is the Real Focus

Diluted EPS of $1.87 topped estimates by a penny, but a shrinking CET1 ratio and aggressive buybacks raise questions about capital allocation.

Revenue

$21.87B

+2.0%

EPS

$1.87

+12.7%

Domino's supply chain margins helped offset sluggish U.S. same-store sales growth of just 0.3% in Q3.

DPZ

Beat

Oct 13

Domino's Pizza Q3 Beats on EPS as Supply Chain Margins Offset Sluggish Sales

EPS of $4.60 topped estimates by $0.24, but U.S. same-store sales growth slowed to 0.3% from 5.2% a year ago.

Revenue

$1.19B

+3.4%

EPS

$4.60

+12.7%

PEP

Guidance

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.

Revenue

$25.27B

+5.6%

EPS

$2.34

+2.2%

Applied Digital’s HPC hosting ramp drove a 322% revenue surge to $341.9 million, nearly tripling consensus estimates.

APLD

Beat

Oct 7

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

CarMax's pricing strategy drove a 13.8% jump in retail used unit sales, powering a 19.5% revenue surge to $7.9 billion.

KMX

Beat

Sep 29

CarMax Q2 Beats by Wide Margin as Pricing Strategy Gains Traction

Revenue surged 19.5% and EPS jumped 81% year over year, far exceeding estimates, as pricing actions drove unit growth and CAF income strengthened.

Revenue

$7.88B

+19.5%

EPS

$1.16

+81.2%

COST

In line

Sep 24

Costco Q4 Beats on Revenue and EPS, Digital Surges 19.5%

Revenue rose 11.1% to $95.7B, beating estimates, as e-commerce traffic jumped 30% and core margins expanded.

Revenue

$95.72B

+11.1%

EPS

$6.75

+15.0%