Earnings coverage

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

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Southwest Airlines reported record Q2 revenue of $8.7 billion, but cut its full-year EPS guidance to $3.25–$4.25, signaling caution despite the beat.

Southwest Airlines Q2 Beats Handily, But Full-Year Guidance Cut Signals Caution

Adjusted EPS of $0.94 more than doubled consensus estimates of $0.51, yet management lowered its full-year outlook to $3.25–$4.25 from 'at least $4.00'.

Revenue

$8.43B

+16.4%

EPS

$0.94

+118.6%

A silicon wafer, the foundation of Texas Instruments' analog and embedded chips, which drove a 26% revenue jump in analog.

TXN

Beat

Jul 22

Texas Instruments Q2 Beats on Broad Demand, Guides Higher

Revenue surged 23% YoY to $5.46B, beating estimates by 4%, as analog and embedded processing both grew double digits.

Revenue

$5.46B

+22.8%

EPS

$2.14

+51.8%

GOOGL

Beat

Jul 22

Alphabet Q2: Cloud Revenue Surges 82% as AI Infrastructure Spend Ramps

Revenue beat estimates by $2.8B, but a $98B unrealized gain on equity securities drove most of the EPS upside.

Revenue

$119.80B

+24.2%

EPS

$9.11

+294.4%

SCHW

Beat

Jul 21

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%

Robots assemble vehicles at a GM factory, where North American production strength drove a 30% EBIT-adjusted profit surge in Q2.

Guidance

Jul 21

General Motors Q2 Beats, Raises Guidance Again on North America Strength

GM lifted full-year EBIT, EPS, and free cash flow targets for the second time this year after a 30% EBIT-adjusted surge driven by North America.

Revenue

$48.03B

+1.9%

EPS

$3.57

+41.1%

Northrop Grumman's record $104.7B backlog spans advanced spacecraft and defense systems, fueling a $1.20 EPS guidance raise.

NOC

Guidance

Jul 21

Northrop Grumman raises guidance as record backlog signals multiyear demand

Q2 sales beat estimates, but the real story is a $104.7B backlog and a $1.20 EPS guide raise that underscores program momentum.

Revenue

$10.88B

+5.1%

EPS

$7.68

-5.8%

Domino's Q2 revenue of $1.19B beat estimates, but U.S. same-store sales rose just 0.1% — the real story is order count growth, not price.

DPZ

In line

Jul 20

Domino's Pizza Q2: Same-Store Sales Flat, but Order Count Tells a Different Story

Revenue beat estimates, but U.S. same-store sales barely budged. The real signal is in order count growth and aggressive buybacks.

Revenue

$1.19B

+4.3%

EPS

$4.07

+6.8%

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%

Netflix reported Q2 revenue of $12.56 billion, up 13% year over year, with operating margin of 33.4%.

NFLX

In line

Jul 16

Netflix Q2: In-Line Print Masks a $4.7B Buyback and an Ads Business Doubling

Revenue and EPS met expectations, but the capital allocation story and ad revenue trajectory are the quarter's real signals.

Revenue

$12.56B

+13.4%

EPS

$0.80

+11.1%

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%

A doctor hands a clipboard to a patient, reflecting the medical cost performance that drove UnitedHealth's Q2 beat.

UNH

Guidance

Jul 16

UnitedHealth Group Q2 Beats, Guidance Soars on Medical Cost Control

Adjusted EPS of $6.38 smashed estimates by 31%, and management raised the full-year outlook by a wide margin.

Revenue

$112.03B

in line

EPS

$6.38

+56.4%