Earnings coverage

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

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Home Depot reported a 5.7% revenue gain to $47.9B in Q2, driven by smaller project spending as average ticket rose 2.8% to $92.50.

Beat

Aug 18

Home Depot Q2 Beats as Smaller Projects Drive Demand

Revenue rose 5.7% to $47.9B and adjusted EPS hit $4.92, topping estimates, but guidance was held steady.

Revenue

$47.86B

+5.7%

EPS

$4.92

+5.1%

Dillard's reported flat comparable-store sales of $1.508B in Q2, with a $37.2M tariff refund masking underlying revenue weakness.

DDS

Beat

Aug 13

Dillard's Q2 EPS Surges 34% on $37M Tariff Refund, Sales Flat

A one-time IEEPA tariff rebate boosted retail gross margin 260bps, masking a 1.5% revenue miss and flat comparable-store sales growth.

Revenue

$1.51B

in line

EPS

$6.25

+34.1%

A patterned silicon wafer reflects the advanced semiconductor manufacturing that drove Applied Materials' record Q3 revenue.

AMAT

Beat

Aug 13

Applied Materials Q3: Record Revenue, AI Demand Lifts Guidance

Revenue of $9.12B beat estimates by $120M; non-GAAP EPS of $3.50 topped by $0.11 as DRAM mix and margins surged.

Revenue

$9.12B

+24.8%

EPS

$3.50

+41.1%

Ondas Holdings' autonomous drone systems drove a 13x revenue surge to $83.8 million in Q2.

ONDS

Beat

Aug 13

Ondas Q2 Revenue Surges 13x, Raises Full-Year Target to $550M

Record $83.8M quarter driven by organic growth and acquisitions; backlog hits $757M pro forma.

Revenue

$83.8M

+1235.4%

EPS

$-0.19

-137.5%

A spacecraft under construction at Intuitive Machines' facility, where production drove Q2 revenue to $206M.

LUNR

Miss

Aug 13

Intuitive Machines Q2 Revenue Misses as Losses Widen; Backlog Hits $1.8B

Revenue quadrupled to $206M but fell short of estimates; a $0.29 per-share loss was three times worse than expected, even as the company booked a record $1.8B backlog.

Revenue

$206.2M

+309.8%

EPS

$-0.29

-31.8%

TPR

Beat

Aug 13

Tapestry Q4 Beats as Coach Momentum Overpowers Kate Spade Drag

Tapestry beat Q4 estimates and hit three-year targets two years early, but the story is Coach's dominance versus Kate Spade's deepening decline.

Revenue

$1.88B

+8.9%

EPS

$1.32

+26.9%

Fiber optic cables connected to a server rack, the backbone of Coherent's AI-driven data center growth.

COHR

Beat

Aug 12

Coherent Q4 Beats as AI Optical Demand Drives 34% Revenue Surge

Revenue and EPS topped estimates as the Datacenter & Communications segment surged 59% YoY; guidance for Q1 implies continued acceleration.

Revenue

$2.05B

+33.7%

EPS

$1.74

+74.0%

SPIR

Miss

Aug 12

Spire Global Q2 Misses as WildFireSat Cancellation Hits Margins

Revenue fell 6% YoY to $18.0M, but excluding the divested maritime business, core growth hit 16% as space services and RFGL demand accelerated.

Revenue

$18.0M

-5.9%

EPS

$-0.31

+35.4%

Cisco's AI networking orders from hyperscalers hit $9.3B for the fiscal year, driving a 35% surge in product orders and record revenue of $17.3B.

CSCO

Beat

Aug 12

Cisco Q4 FY2026: AI orders hit $4B as networking supercycle accelerates

Record revenue of $17.3B beat estimates by 3%, with product orders surging 35% and AI infrastructure orders from hyperscalers reaching $9.3B for the fiscal year.

Revenue

$17.30B

+17.7%

EPS

$1.22

+23.2%

EAT

In line

Aug 12

Brinker International Q4: Chili's momentum continues, Maggiano's drags

Chili's comparable sales rose 5.6% for a fifth straight year of growth, but Maggiano's decline and a cautious FY2027 guide temper the headline beat.

Revenue

$1.54B

+5.1%

EPS

$3.07

+23.3%

Fiber optic patch cables connect to a blue patch panel in a data center, reflecting the optical infrastructure powering Lumentum's AI-driven revenue surge.

LITE

Beat

Aug 11

Lumentum Q4 Revenue Doubles as AI Demand Hits Target Model Early

Revenue surged 109% to $1.01B, beating estimates, while Q1 guidance of $1.25B midpoint signals the company's target model is arriving a quarter ahead of schedule.

Revenue

$1.01B

+109.3%

EPS

$3.23

+267.0%