Earnings coverage

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

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A trader celebrates as Charles Schwab posts record daily average trades of 11.9 million in Q2, driving revenue up 21% to $7.1 billion.

Charles Schwab Q2: Record Revenue, EPS Beat as Client Activity Surges

Net revenue rose 21% to $7.1B, adjusted EPS of $1.62 beat estimates by $0.06, driven by record trading and asset gathering.

Revenue

$7.07B

+20.9%

EPS

$1.62

+42.1%

A trader monitors financial data on multiple screens, reflecting the surge in trading activity that drove Interactive Brokers' Q2 revenue beat.

IBKR

Beat

Jul 21

Interactive Brokers Q2 crushes estimates as margin loans surge 67%

Net revenue rose 28% to $1.90B, beating consensus by nearly $100M, as customer margin loans hit $108.5B and options volume jumped 17%.

Revenue

$1.90B

+28.1%

EPS

$0.69

+35.3%

Surgeons performing a procedure with the da Vinci system, which drove 15% procedure growth in Q2.

ISRG

Beat

Jul 16

Intuitive Surgical Q2 Beats on Procedure Growth, da Vinci 5 Momentum

Revenue rose 19% to $2.89B, non-GAAP EPS of $2.80 topped estimates by $0.29, driven by 16% procedure growth and strong system placements.

Revenue

$2.89B

+18.5%

EPS

$2.80

+27.9%

A mechanic works on engine assembly, reflecting the aftermarket service demand that drove GE Aerospace's 26% commercial services revenue surge.

Beat

Jul 16

GE Aerospace Q2 Beats on 21% Revenue Growth, Lifts Full-Year Guidance

Adjusted EPS of $2.02 topped estimates by 8.5% as commercial services revenue surged 26%, driving a broad guidance raise.

Revenue

$13.35B

+21.1%

EPS

$2.02

+21.7%

LEVI

Beat

Jul 8

Levi Strauss Q2 Beats on DTC Strength, Raises Full-Year Guidance

Revenue and EPS topped estimates as DTC hit 51% of sales; management passed through the beat and hiked the dividend 14%.

Revenue

$1.56B

+8.0%

EPS

$0.28

+27.3%

NIKE sneakers on display in a retail setting, as Q4 revenue slipped 1% amid tariff-related adjustments.

NKE

Beat

Jun 30

NIKE Q4 EPS Surges 414% on Tariff Recovery, Revenue Still Soft

Q4 diluted EPS of $0.72 beat estimates by $0.60, but $0.52 came from expected IEEPA tariff recovery; revenue fell 1% as NIKE Direct weakened.

Revenue

$10.97B

-1.1%

EPS

$0.72

+414.3%

AeroVironment's Q4 revenue surged 133% to $641.6M, fueled by the BlueHalo acquisition and demand for unmanned systems.

AVAV

Beat

Jun 29

AeroVironment Q4 Revenue Surges 133%, Guided for Slower FY27 Growth

Record revenue of $641.6M and non-GAAP EPS of $1.84 beat estimates, but FY27 guidance implies a sharp deceleration as acquisition integration costs weigh.

Revenue

$641.6M

+133.2%

EPS

$1.84

+14.3%

Micron’s cleanroom manufacturing intensity drives the 74% QoQ revenue surge as AI demand reshapes the memory cycle.

Beat

Jun 24

Micron Technology Q3: Revenue Surges 74% QoQ, Guidance Crushes Estimates

Revenue hit $41.5B, non-GAAP EPS of $25.11 beat by $4.35, and FQ4 guidance implies another leg higher.

Revenue

$41.46B

+345.7%

EPS

$25.11

+1214.7%

Cerebras Systems reported Q1 revenue of $193.4M, a 94% surge, driven by accelerating demand for its AI compute infrastructure.

CBRS

Beat

Jun 23

Cerebras Systems Q1 Revenue Surges 94%, OpenAI Deal Looms Large

Q1 revenue beat estimates by $12.7M, but the real story is the $20B+ OpenAI deal and a guidance raise that signals accelerating demand.

Revenue

$193.4M

+94.3%

EPS

$-0.22

+52.2%

A FedEx truck traverses a desert highway, symbolizing the company's logistics network as it reports a Q4 beat and prepares for a new fiscal year.

FDX

Beat

Jun 23

FedEx Q4 Beats as Yields Surge, Freight Spin-Off Reshapes the Story

Revenue rose 13% to $25.0B and adjusted EPS hit $6.31, beating estimates, as the company enters a transition year without its trucking unit.

Revenue

$25.01B

+12.5%

EPS

$6.31

+4.0%

A Carnival cruise ship sails at sunset, reflecting the sustained demand that drove record Q2 revenue of $6.7B.

CCL

Beat

Jun 23

Carnival Q2 Beats on EPS as Record Deposits Mask Fuel Headwinds

Record Q2 revenue of $6.7B and adjusted EPS of $0.41 top estimates, but fuel costs rose 30% YoY and European bookings felt geopolitical pressure.

Revenue

$6.66B

+5.3%

EPS

$0.41

+17.1%

Oracle's data center infrastructure supports surging AI demand as cloud IaaS revenue nearly doubled in Q4.

ORCL

Beat

Jun 10

Oracle Q4 Beats as Cloud Infrastructure Doubles, Backlog Hits $638B

Oracle Q4 beats on revenue and EPS, but the $85 billion RPO surge and $75 billion in prepaid AI contracts are the real story.

Revenue

$19.18B

+20.6%

EPS

$2.11

+24.1%