Earnings coverage

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

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PepsiCo's Q2 revenue of $24.2 billion was driven by international volume, with organic revenue up 2.4% as global snack and beverage aisles led growth.

PEP

In line

Jul 9

PepsiCo Q2 2026: International volume drives in-line quarter, margin pressure lingers

Organic revenue grew 2.4% as international segments led, but core operating margin contracted 40bps on cost inflation.

Revenue

$24.18B

+6.4%

EPS

$2.20

+3.8%

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%

Kroger's Q1 revenue of $46.1B beat estimates, driven by eCommerce growth and alternative profit streams like Kroger Precision Marketing.

In line

Jun 18

Kroger Q1 Beats Revenue, EPS In Line; eCommerce and KPM Shine

Revenue of $46.1B edged estimates, but the story is in digital momentum and a cautious guidance hold.

Revenue

$46.12B

+2.2%

EPS

$1.58

+6.0%

Accenture's Q3 beat was tempered by a narrowed local-currency revenue outlook and softer bookings, signaling uneven demand.

ACN

In line

Jun 18

Accenture Q3 Beats, But Guidance Trim Signals Caution

Revenue and EPS topped estimates, but a narrowed local-currency growth outlook and softer bookings temper the beat.

Revenue

$18.7M

-99.9%

EPS

$3.80

+8.9%

A timber-framed home under construction in Elk Grove, California, reflecting Lennar's ongoing building activity amid a cautious Q2 outlook.

LEN

Miss

Jun 11

Lennar Q2 Misses Revenue Estimates as Margins Shrink, Guidance Cut

Homebuilding gross margin fell to 15.6% from 17.8% YoY; full-year delivery outlook lowered to 82,000–83,000 homes.

Revenue

$7.94B

-5.2%

EPS

$1.31

-31.1%

A designer uses Adobe Photoshop on an iMac, reflecting the creative tools driving Adobe's record Q2 revenue.

ADBE

Guidance

Jun 11

Adobe Raises Full-Year Guidance as AI Revenue Triples

Record Q2 revenue of $6.62B and AI-first ARR exceeding $500M drive a raised FY26 outlook, while a CFO departure adds a note of transition.

Revenue

$6.62B

+12.7%

EPS

$5.96

+17.8%