Earnings — page 3
Performance Food Group Swings Back to Profit Growth as Margins Widen
Performance Food Group (PFGC) reported fourth-quarter net income of $162.3 million, up 23.4% from a year earlier and a reversal from the prior quarter's 28.5% decline.
Deere Lifts Profit Outlook as Construction and Small-Farm Segments Offset Large-Ag Slump
The farm and construction equipment maker raised its full-year net income forecast to $4.75 billion to $5.00 billion after third-quarter earnings rose 7%.
Corteva raises full-year guidance as seed sales offset crop protection pricing
The agricultural company projected full-year operating EBITDA between $4.1 billion and $4.3 billion in a July update.
BILL Cuts Costs, Lifts Profit as Revenue Growth Set to Slow
The payments-software company posted $101.6 million in non-GAAP operating income for its fiscal fourth quarter, up 80% from a year earlier, even as it guided for revenue growth to decelerate in fiscal 2027.
Toll Brothers Profit Drops 24% as Deliveries Slide, Margins Shrink
The luxury homebuilder posted $280.1 million in net income as delivered volume fell 10% and adjusted gross margin narrowed for a third consecutive quarter.
Mercury Systems Bookings Nearly Double as Backlog Hits Record $1.9 Billion
Mercury Systems (MRCY) closed fiscal 2026 with fourth-quarter bookings of $660 million, up 93.1% from a year earlier, even as revenue growth slowed to 6.1%.
Keysight Orders Top $2 Billion Again as AI Test Demand Accelerates
The electronic-measurement company posted $1.85 billion in quarterly revenue, beating its own guidance by nearly $100 million.
Jack Henry's Fourth-Quarter Margin Contracts as Spending Outpaces Revenue
The financial-technology provider's GAAP operating margin fell 410 basis points in the quarter even as faster-payments revenue surged 47%.
Home Depot Sales Accelerate as Average Ticket Gains Offset Traffic
Net sales rose 5.7% to $47.9 billion in the second quarter of fiscal 2026.
Copart Brings Back Former CEO Adair as Revenue Growth Stalls
The vehicle auctioneer posted $1.2 billion in quarterly revenue, up 2.1%, as it reshuffled its leadership ranks.
HIVE Swings to $142.9 Million Loss on Swedish Tax Charge, Cash Jumps
HIVE Digital Technologies posted a $142.9 million net loss driven by an $84.7 million non-cash provision for contested Swedish VAT assessments, even as revenue rose 73.5% to $79.1 million.
Ambiq Posts Record Sales, Signals Slower Growth
Second-quarter net sales reached $33.901 million, topping Ambiq’s previous guidance ceiling by $1.901 million.
Venture Global Profit Nearly Triples as LNG Shipments and Margins Surge
The liquefied natural gas exporter posted $1.3 billion in second-quarter net income, a 266% jump from a year earlier, and raised its full-year EBITDA guidance to as much as $9.1 billion.
Tyson Foods Refinances Debt, Presses Ahead on Beef Overhaul
Tyson Foods raised $1 billion in new notes to retire older debt as the meat producer closes a Nebraska beef plant and works through a leadership handoff.
Ondas Completes Cyberhawk Acquisition, Expands Drone Operations
The roughly $125 million transaction was structured with 95% of the consideration in cash.
NIQ Global Intelligence Raises 2026 Outlook as Cash Flow Inflects
Annualized Intelligence Subscription revenue surpassed $3 billion for the first time in the second quarter.
Middleby Raises Outlook as Organic Growth Accelerates
Adjusted earnings increased to $2.35 a share despite transaction costs and margin pressure.
Lumentum Revenue Doubles Year-Over-Year as AI Demand Accelerates
The optical-components maker posted $1.006 billion in quarterly revenue, surpassing the high end of its own guidance, and projected another 24% sequential jump for the current quarter.
Cardinal Health raises share buyback as annual earnings exceed guidance
The healthcare services company reported fiscal year non-GAAP diluted earnings per share of $11.26, surpassing its previous guidance range of $10.70 to $10.80.
Berkshire Hathaway operating earnings rise to $12.98 billion
Net earnings attributable to shareholders rose to $25.67 billion in the second quarter
Aramark Raises Revenue Outlook as Client Wins Build
Third-quarter revenue reached $5.06 billion as growth broadened across the food-services provider.
Target Hospitality Raises Full-Year Outlook as Revenue Climbs 39%
The company increased its full-year revenue guidance by 11% to a range of $410 million to $420 million.
Simon Property Group Raises Full-Year Outlook on NOI Growth
The real estate investment trust increased its full-year Real Estate FFO per share guidance midpoint by $0.08.
Oruka Therapeutics Doubles Cash to $1.1 Billion, Accelerates Key Trial Readouts
The biotech's $700 million April offering swelled its balance sheet and pushed EVERLAST-B data a quarter ahead of schedule.
National Energy Services Reunited Posts Record Quarter as Margins Expand
National Energy Services Reunited (NESR) reported revenue of $520.8 million in the second quarter, up 59.1% from a year earlier and up 28.7% from the first quarter.
Ferguson Raises Outlook as U.S. Sales Accelerate
Reported earnings rose 6.9% to $3.43 a share as share count declined.
Ceco Raises Outlook as Thermon Deal Accelerates Growth
Second-quarter revenue climbed 54% to $285.0 million as the Thermon acquisition entered the results.
Ziff Davis Posts EPS Rebound as Revenue Declines
Free cash flow doubled from a year earlier to $54.0 million.
Wendy’s Withdraws Outlook as U.S. Sales Slide
Second-quarter revenue rose 1.7% to $570.6 million even as restaurant traffic remained under pressure.
Take-Two Bookings Slip as Mobile Revenue Retreats
The videogame publisher recorded a $43.4 million impairment charge after halting an unannounced title.
Interface Lifts Outlook as Margins Widen
Second-quarter net sales rose 5.4% to $395.7 million.
Spectrum Brands Swings to Loss on HPC Impairment Despite Sales Surge
Spectrum Brands Holdings posted a $20.3 million net loss in its fiscal third quarter even as net sales rose 7.7% and adjusted EBITDA more than doubled.
Fluor Awards Jump as Revenue Returns to Growth
Adjusted EBITDA rose to $149 million, more than doubling from the first quarter.
Ellington Financial's Profit Slides as Litigation Gain Fades
Ellington Financial reported net income of $54.4 million, or $0.43 a share, for the second quarter of 2026, down from $95.5 million a year earlier as one-time gains rolled off.
Zoetis Cuts Outlook as U.S. Pet-Drug Weakness Persists
The animal-health company lowered its full-year adjusted earnings forecast to $6.15 to $6.25 a share.
Warner Bros. Discovery Profit Craters Ahead of Paramount Deal
Warner Bros. Discovery (WBD) reported net income tumbled 91% to $149 million as Studios weakness deepened even while streaming carried the quarter.
Targa Posts Record EBITDA as Fee-Based Growth Accelerates
Second-quarter adjusted EBITDA reached $1.603 billion, up 14% sequentially.
Molson Coors Volume Slide Deepens as Costs Escalate
Molson Coors Beverage (TAP-A) reported second-quarter net sales fell 3.3% to $3.10 billion as volume declined 5.4% and mark-to-market commodity losses cut into profit.
Kenvue Sales Rise as Volume Growth Returns
Adjusted earnings rose 7% to $0.31 a share despite pressure from tariffs and inflation.
Keurig Dr Pepper Profit Rebounded After JDE Peet’s Acquisition
Net sales reached $7.31 billion after the April acquisition transformed the beverage maker’s business.
Howmet Raises Outlook as Aerospace Demand Accelerates
Second-quarter revenue reached $2.547 billion, topping the high end of Howmet’s prior guidance by $137 million.
Becton Dickinson Raises Profit Outlook as Revenue Grows
Adjusted earnings from continuing operations increased to $3.23 a share.
TeraWulf's HPC Pivot Accelerates as Anthropic Signs $19 Billion Lease
TeraWulf reported second-quarter revenue of $44.8 million as HPC leasing grew to 71% of the mix and Anthropic signed a 20-year lease worth roughly $19 billion at its Justified Data Campus.
BeOne Raises Outlook as Operating Margin Widens
Free cash flow nearly doubled to $435 million in the second quarter.
New York Times Lifts Profit as Digital Subscription Growth Accelerates
Revenue rose 11.2% to $762.5 million as subscriptions and advertising advanced.
LCI Lifts Profit as Aftermarket Offsets RV Slump
Adjusted net sales declined 4.5% to $1.057 billion after accounting for expected tariff-refund pass-throughs.
Kraft Heinz Posts $6.4 Billion Operating Loss on Impairment Charge
A $7.4 billion non-cash impairment drove Kraft Heinz to a GAAP operating loss in the quarter, even as management narrowed its full-year sales-decline forecast.
Disney Profit Growth Accelerates as Experiences Lead
Quarterly revenue rose 7% to $25.25 billion, holding its prior-quarter growth rate.
CVS Health Raises Full-Year Profit Guidance on Health Care Gains
The healthcare giant increased its full-year 2026 adjusted EPS guidance to a range of $7.90 to $8.10.
Cencora Raises Outlook as OneOncology Expands Margins
Fiscal third-quarter revenue rose 5.1% to $84.8 billion as specialty-drug volumes increased.