Earnings — page 2
Oracle Cloud Infrastructure Growth Reaches 121%
Remaining performance obligations rose $209 billion year-over-year to $664 billion after more than $30 billion of new AI cloud contracts.
Macy’s Lifts Full-Year Sales and Earnings Outlook
The retailer raised 2026 comparable-sales guidance to 1.0%–1.5% after a fifth straight quarter of gains.
Alliance Entertainment Gross Margin Expands 80 Basis Points to 13.3%
The entertainment commerce platform posted fiscal 2026 net revenues of $1.149 billion, up 8% from a year earlier.
Adobe Posts Record $6.76 Billion Quarterly Revenue
The software company lifted full-year fiscal 2026 revenue targets to $26.576 billion to $26.626 billion after a third-quarter beat.
Wealthfront Revenue Growth Slows to 1% as Cash Assets Fall
The tech-driven financial platform posted $91.9 million of quarterly revenue and said Total Platform Assets passed $100 billion at the end of August.
Sunbelt Rentals Lifts Fiscal 2027 Revenue Outlook to 6%–9%
Rental revenue rose 12.5% to a record $2,927 million in the fiscal first quarter ended July 31, 2026.
Navan Lifts Fiscal 2027 Revenue Outlook to $933 Million
The travel platform posted $233 million of second-quarter revenue and raised full-year non-GAAP operating income to $82 million to $86 million.
Gloo Lifts Fiscal 2026 Revenue Outlook to $200 Million
The faith-technology platform posted $46.6 million of second-quarter sales, 188% above a year earlier, and said it expects Adjusted EBITDA profitability in the fourth quarter.
InnovAge Posts $9.8 Million Profit After Litigation Loss
The PACE operator reported $262.0 million of revenue in the three months ended June 30, 2026, and issued fiscal 2027 Adjusted EBITDA guidance of $105 million to $115 million.
Casey’s Inside Same-Store Sales Slow to 3.2%
The convenience chain posted diluted earnings of $7.37 a share in the three months ended July 31, 2026, as fuel margin offset a 0.3% drop in same-store gallons.
Braze Revenue Growth Slowed to 26% From 30%
The customer-engagement platform posted $227.2 million of sales and $22.0 million of non-GAAP operating income in the fiscal second quarter.
Lululemon Cuts Full-Year Sales Outlook to $10.35 Billion
The athletic-apparel maker now expects fiscal 2026 net revenue of $10.350 billion to $10.500 billion, a 5% to 7% decline.
Guidewire Revenue Growth Slowed to 15% in Fourth Quarter
The insurance-software platform posted $411.1 million of fourth-quarter revenue and guided first-quarter fiscal 2027 sales to $372 million to $378 million.
Docusign Lifts Fiscal 2027 Revenue Outlook to $3.5 Billion
The agreement-software company guided annual recurring revenue growth to 8.50%–9.00% and said IAM would reach 18%–19% of ARR by year-end.
Snowflake Product Revenue Growth Reaches 37%
The AI Data Cloud company lifted full-year product revenue guidance to $6.07 billion after a third straight quarter of faster growth.
PVH Non-GAAP Operating Margin Reaches 11.1%
The apparel company posted second-quarter non-GAAP earnings of $3.70 a share, above its $3.00 to $3.10 outlook.
Ollie's Comparable Sales Turned Negative 1.8%
The off-price retailer posted $1.42 a share and cut full-year sales guidance to $2.928 billion to $2.941 billion.
Brown-Forman Organic Sales Turn Down 1% After Growth
The spirits maker posted $911 million in first-quarter net sales and reaffirmed a plan for roughly flat organic revenue in fiscal 2027.
Broadcom Posts $29.6 Billion Revenue on 86% Growth
The chipmaker guided fourth-quarter sales to about $34.8 billion, implying 93% year-over-year growth.
Argan Revenue Growth Accelerates to 61.5% at $384 Million
The power and industrial construction firm posted record net income of $53.3 million, or $3.76 a share, in the quarter ended July 31, 2026.
Palo Alto Networks Revenue Grew 34% to $3.41 Billion
Next-Generation Security ARR reached $9.10 billion after a 63% year-over-year increase in the fiscal fourth quarter.
MiniMed U.S. Sales Growth Accelerates to 13%
The diabetes-technology company posted first-quarter net sales of $843 million and lifted full-year organic growth guidance to about 10.5%.
Medtronic Organic Growth Reaches 13.7% After Two Slower Quarters
The healthcare-technology company lifted fiscal 2027 organic growth guidance to 7.25% to 7.75% after first-quarter sales of $9.8 billion.
MongoDB Revenue Growth Accelerates To 30% At $771.8 Million
The database company posted $40.9 million of GAAP net income, or $0.50 a share, and raised full-year fiscal 2027 revenue guidance.
GitLab Revenue Growth Slowed to 21% at $286.3 Million
The DevSecOps platform guided third-quarter revenue to $281 million to $283 million, below the $286.3 million it reported for the quarter ended July 31.
Dell Lifts Full-Year Revenue Outlook to $192 Billion
The technology company posted record quarterly revenue of $47.0 billion and raised its fiscal 2027 AI-server outlook to $74.0 billion.
Credo Sequential Revenue Growth Slows to 9.6%
The connectivity maker guided second-quarter fiscal 2027 sales to $525 million to $535 million.
Albany International Raises Third-Quarter Adjusted Earnings Outlook to $1.50
The materials science maker lifted third-quarter adjusted EPS guidance to a range of $1.40 to $1.50 after reversing a CH-53K loss reserve.
SAIC Lifts Fiscal 2027 Revenue Outlook to $7.3 Billion
The mission integrator posted $1.88 billion of second-quarter sales, up 6.3% from a year earlier, and raised full-year targets after a slower first quarter.
Marvell Posts Record $2.74 Billion Revenue
The data-infrastructure chipmaker guided third-quarter fiscal 2027 net revenue to $3.150 billion, plus or minus 5%.
Hormel Raises Adjusted Earnings Outlook to $1.45-$1.51
The branded food company posted $2.96 billion of third-quarter net sales as organic sales reversed from growth to a 2% decline.
Gap Comparable Sales Turn Down 1% After Ninth Straight Gain
The apparel company posted $3.7 billion of second-quarter net sales and raised its adjusted full-year earnings outlook to about $2.35 to $2.45 a share.
Dollar General Lifts Full-Year EPS Outlook to $8.00
The neighborhood general store posted $2.48 a share in the 13 weeks ended July 31, 2026, and raised its fiscal 2026 earnings range.
Best Buy Lifts Comparable Sales Outlook to 3.0%
The electronics retailer posted 4.1% enterprise comparable sales growth in the 13 weeks ended Aug. 1 and raised full-year adjusted diluted EPS guidance to $6.70 to $6.90.
Affirm RLTC Growth Accelerates to 41% Year Over Year
Revenue less transaction costs reached $498 million in the third fiscal quarter as GMV growth cooled to 35%.
Synopsys Lifts Full-Year Revenue Outlook to $9.715 Billion
The chip-design software maker posted third-quarter revenue of $2.477 billion and non-GAAP earnings of $3.91 a share, above the high end of its prior range.
Nvidia Third-Quarter Revenue Outlook Reaches $108 Billion
The AI chipmaker posted $96.2 billion in second-quarter sales and said it is not assuming any Data Center compute revenue from China in the new forecast.
CrowdStrike Net New ARR Reaches Record $333 Million
The cybersecurity company lifted full-year fiscal 2027 net new ARR growth guidance to 34% at the midpoint after a 51% year-over-year acceleration.
Agilent Lifts Full-Year Revenue Outlook to $7.51 Billion
The lab-equipment maker posted $1.88 billion in third-quarter sales and raised non-GAAP earnings guidance to $6.18 to $6.21 a share.
Zoom Enterprise Revenue Grows 7.8% to $787.5 Million
The collaboration software company posted second-quarter revenue of $1,277.2 million, up 4.9% from a year earlier.
Semtech Sales Reach Record $341.9 Million
The semiconductor maker guided third-quarter net sales of $410.0 million plus or minus $5.0 million.
nCino Revenue Growth Slowed to 8% at $161.0 Million
The agentic-banking platform posted $13.6 million of GAAP operating income and authorized another $100 million of share buybacks.
Intuit Posts $21.4 Billion Fiscal 2026 Revenue
Fourth-quarter revenue rose 14% to $4.4 billion, a faster pace than the 10% gain in the third quarter.
Dick's Cuts 2026 Earnings Outlook to $10.94–$11.94
The sports retailer posted $3.50 a share in the second quarter as Foot Locker comps turned negative 3.6%.
Ubiquiti Revenues Hit Record $937.3 Million
The networking infrastructure provider announced a plan to pay quarterly dividends of at least $1.00 per share in fiscal 2027.
Ross Stores Raises Full Year Earnings Outlook To $8.77
The off-price retailer reported second quarter earnings per share of $2.66, which included a $0.60 benefit from tariff refunds.
Wolfspeed revenue flattens as AI data center growth slows
The silicon carbide supplier reported consolidated revenue of approximately $150 million for the fourth quarter of fiscal 2026.
Walmart Lifts Outlook as Tariff Refunds Fuel Profit Surge
The retailer now expects adjusted earnings of $2.80 to $2.87 a share for the full year after second-quarter operating income jumped 28.8%.
TJX Profit Margins Widen as Marmaxx Comp Growth Stalls
TJX Companies posted a 24% jump in diluted earnings to $1.36 a share in the second quarter, aided by a one-time $331 million tariff refund even as comparable sales growth slowed to 4% from 6% in the prior quarter.
Target's Comparable Sales Growth Accelerates on Tariff-Refund Boosted Earnings
Target reported second-quarter earnings per share of $4.11, more than double the prior year, as a $994 million tariff refund and accelerating digital sales pushed the retailer to raise its full-year outlook.