Earnings coverage

Aug 11

Super Micro Q4 Revenue Surges 93%, EPS Crushes Estimates

Non-GAAP EPS of $1.70 nearly doubled the $0.92 consensus as gross margins expanded to 17.5% from 9.5% a year ago.

$11.12B

+93.2%

$1.70

+314.6%

VELO

Guidance

Aug 11

Velo3D Raises Revenue Guide on Q2 Beat, Capacity Expansion Underway

Revenue surged 52% YoY to $20.7M, well above estimates, as the company raised its full-year outlook and announced a new production campus.

$20.7M

+52.2%

$-0.30

+63.0%

Aerial view of a modern office, reflecting Amentum's operational scale amid a quarter of mixed results.

AMTM

Guidance

Amentum Q3: Revenue Miss Masks Profit Beat, Guidance Split

Revenue fell 2% YoY and missed estimates, but adjusted EPS beat by 10% as margins expanded. Guidance was mixed: revenue lowered, profit raised.

$3.49B

-2.0%

$0.67

+19.6%

ASTS

Miss

AST SpaceMobile Q2 revenue surges but misses; satellite loss widens EPS gap

Revenue hit $31.5M, up 27x YoY, but fell short of estimates; a $125.9M satellite write-off drove EPS to -$0.77.

$31.5M

+2626.6%

$-0.77

-87.8%

Life360's location-sharing app is used by over 100 million people worldwide.

LIF

Guidance

Life360 Q2 Beats Revenue Estimates, Raises Subscription Guide

Revenue grew 38% to $159M, but GAAP EPS of $0.06 missed as operating expenses rose 43%.

$159.0M

+37.8%

$0.06

-25.0%

Rocket Lab's Electron booster ascends through the night sky, a visual of the launch cadence driving record revenue.

RKLB

Rocket Lab Q2 Revenue Hits Record, Backlog Surges to $2.36B

Revenue beat estimates by $2.4M, up 62% YoY, as launch and space systems demand accelerates.

$234.1M

+62.0%

$-0.08

+38.5%

HIMS

Hims & Hers Q2 Revenue Surges 38%, But GAAP Loss Masks Underlying Strength

Revenue beat estimates by $54M as domestic growth re-accelerated and international revenue exploded 17-fold after the Eucalyptus acquisition.

$753.2M

+38.2%

$-0.37

-317.6%

A PlayStation controller evokes the gaming ecosystem that will drive Take-Two's record FY27 net bookings target with the launch of Grand Theft Auto VI.

TTWO

In line

Aug 7

Take-Two Q1 Beats on Net Bookings, GTA VI Hype Carries Full-Year Outlook

Net bookings slightly exceeded guidance, but a $43.4M impairment charge widened the GAAP loss as the company holds the line on its $8B–$8.2B FY27 target.

$1.53B

+2.0%

$-0.18

-157.1%

ACMR

Aug 7

ACM Research Q2 Beats as ECP, Advanced Packaging Surge 168%

Revenue rose 36% YoY to $292.9M, topping estimates by $23.6M, as the company raised its full-year guidance.

$292.9M

+36.0%

$0.61

+10.9%

Vistra's power generation assets, including cooling towers like these, drove a 31% surge in Ongoing Operations Adjusted EBITDA.

VST

In line

Aug 7

Vistra Q2: Adjusted EBITDA Surges 31%, Helix Deal Steals the Show

Ongoing Operations Adjusted EBITDA hit $1.77B, but the Helix digital infrastructure partnership with KKR and NVIDIA is the quarter's defining strategic move.

$4.02B

-5.5%