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| Ticker | Company | Title | Period | Published |
|---|---|---|---|---|
| AVGO.US | Broadcom Inc. |
FY26 AI Revenue Target Lifted to $56B, Backed by New Customer Agreements and Strategic Financing Platform
|
FY2026 Q2 | Jun 04, 2026 |
| OSCR.US | Oscar Health Inc |
Profitability Soars with 490 Bps MLR Improvement; Full-Year Guidance Reaffirmed on Strong Start to 2026
|
FY2026 Q1 | Jun 04, 2026 |
| ADI.US | Analog Devices, Inc. |
Record Results Fueled by AI and Industrial Demand; Empower Acquisition Solidifies AI Power Strategy
|
FY2026 Q2 | Jun 01, 2026 |
| AZO.US | AutoZone Inc |
Sales Growth Hits Three-Year High on Commercial Rebound; Focus Shifts to Sustaining Momentum as Inflation Moderates
|
FY2026 Q3 | Jun 01, 2026 |
| COST.US | Costco Wholesale Corp |
Comparable Sales Growth of 9.8% Driven by Record Fuel Volumes and Accelerating Digital Initiatives
|
FY2026 Q3 | Jun 01, 2026 |
| FOUR.US | Shift4 Payments, Inc. |
Worldwide Payments Growth Hits 51% YoY, Validating International Strategy Amidst New Headwinds; FY26 Guidance Reaffirmed
|
FY2026 Q1 | May 31, 2026 |
| DLTR.US | Dollar Tree, Inc. |
Margin Expansion and Shrink Improvement Drive Q1 Earnings Beat; FY26 EPS Outlook Raised
|
FY2026 Q1 | May 31, 2026 |
| DELL.US | Dell Technologies Inc |
Unprecedented Demand Surge Drives Record Q1; Full-Year Revenue Guidance Raised by $27 Billion
|
FY2027 Q1 | May 29, 2026 |
| RHI.US | Robert Half International Inc |
Talent Solutions Recovery Gains Momentum; Protiviti Restructures Amid U.S. Regulatory Shift
|
FY2026 Q1 | May 28, 2026 |
| LLY.US | Eli Lilly and Company |
Incretin Franchise Drives 56% Revenue Growth, Prompting $2 Billion Increase to Full-Year Guidance
|
FY2026 Q1 | May 28, 2026 |
| CRM.US | Salesforce.com Inc |
Agentforce ARR Surpasses $1B and EPS Guidance Raised, as Focus Remains on Second-Half Revenue Reacceleration
|
FY2027 Q1 | May 28, 2026 |
| CCSI.US | Consensus Cloud Solutions Inc |
Corporate Revenue Growth Accelerates to 8.2% and Net Revenue Retention Tops 102%, Driving EPS Outperformance
|
FY2026 Q1 | May 28, 2026 |
| WTS.US | Watts Water Technologies Inc |
Data Center Sales Double, Fueling Record Q1 Performance as Company Reaffirms Full-Year Outlook
|
FY2026 Q1 | May 28, 2026 |
| IREN.US | IREN Ltd |
Landmark NVIDIA Partnership Validates AI Cloud Platform, Anchoring Global Expansion and Increased $3.7B ARR Target
|
FY2026 Q3 | May 28, 2026 |
| NVDA.US | NVIDIA Corporation |
Vera CPU Unveiled as New Growth Pillar with ~$20B Annual Revenue Target; Multi-Year Blackwell/Rubin Outlook Doubles to $1 Trillion
|
FY2027 Q1 | May 21, 2026 |
| LECO.US | Lincoln Electric Holdings Inc |
Full-Year Sales Guidance Raised on Americas Recovery and Aggressive Pricing Actions
|
FY2026 Q1 | May 20, 2026 |
| OWL.US | Blue Owl Capital Inc |
Platform Diversification Drives 35% Equity Fundraising Growth Amid BDC Headwinds
|
FY2026 Q1 | May 20, 2026 |
| ZM.US | Zoom Communications, Inc. |
AI-Fueled CX and Phone Displacements Drive Q4 Revenue Acceleration as FY27 Guidance Crosses $5B
|
FY2026 Q4 | May 19, 2026 |
| ZM.US | Zoom Communications, Inc. |
FY26 Guidance Raised as Zoom Phone Surpasses 10M Seats and AI Platform Gains Traction
|
FY2026 Q3 | May 19, 2026 |
| ZM.US | Zoom Communications, Inc. |
Revenue Growth Accelerates to Fastest Rate in 11 Quarters; Full-Year Guidance Raised on Enterprise and Contact Center Momentum
|
FY2026 Q2 | May 19, 2026 |
| ZM.US | Zoom Communications, Inc. |
Full-Year Outlook Raised on Online Pricing, Tempered by Emergence of Enterprise Macro Headwinds
|
FY2026 Q1 | May 19, 2026 |
| ZM.US | Zoom Communications, Inc. |
Contact Center Secures Record ARR Deal and AI Monetization Set for April as FY26 Revenue Growth is Guided to 2.7%
|
FY2025 Q4 | May 19, 2026 |
| ZM.US | Zoom Communications, Inc. |
Revenue Growth Improves as Landmark Contact Center Deal and Record-Low Online Churn Underscore Platform Momentum
|
FY2025 Q3 | May 19, 2026 |
| ZM.US | Zoom Communications, Inc. |
Contact Center Wins and Online Stability Drive Raised FY25 Outlook Amid CFO Transition
|
FY2025 Q2 | May 19, 2026 |
| ZM.US | Zoom Communications, Inc. |
Full-Year Guidance Raised as Contact Center Momentum Accelerates
|
FY2025 Q1 | May 18, 2026 |
| FICO.US | Fair Isaac Corporation |
Guidance Raised as Mortgage Revenue Jumps 127% and Platform ARR Grows 49%
|
FY2026 Q2 | May 18, 2026 |
| FTNT.US | Fortinet Inc |
Product Revenue Growth Surges to 41% Fueled by AI Demand; Full-Year Guidance Raised
|
FY2026 Q1 | May 18, 2026 |
| F.US | Ford Motor Company |
Guidance Raised as Ford Blue Outperformance and Tariff Benefit Offset Rising Commodity Costs
|
FY2026 Q1 | May 18, 2026 |
| LYV.US | Live Nation Entertainment Inc |
GAAP Results Impacted by $450M Legal Accrual; Record Forward Demand Indicators Reinforce FY2026 Outlook
|
FY2026 Q1 | May 18, 2026 |
| MA.US | Mastercard Incorporated |
Geopolitical Headwinds Temper Q2 Outlook After Q1 Beat; Company Pivots to Own Stablecoin Infrastructure with BVNK Acquisition
|
FY2026 Q1 | May 18, 2026 |
| PLTR.US | Palantir Technologies Inc. |
U.S. Business Growth Exceeds 100%, Driving Record Rule of 40 Score of 145%; FY26 Revenue Guidance Lifted to 71% Growth
|
FY2026 Q1 | May 18, 2026 |
| RCL.US | Royal Caribbean Cruises Ltd. |
Full-Year Outlook Trimmed on Geopolitical and Fuel Headwinds, Overshadowing Q1 Beat
|
FY2026 Q1 | May 18, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Labor Disruption Revenue Hits $722M as Core Nurse & Allied Segment Returns to YoY Volume Growth
|
FY2026 Q1 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Unprecedented $600M Labor Disruption Revenue Guides Q1 Outlook Amid Core Business Transition and Balance Sheet Deleveraging
|
FY2025 Q4 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Q4 Outlook Boosted by $100M Labor Disruption Event as Staffing Bill Rates Near First YoY Increase in Three Years
|
FY2025 Q3 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Client Uncertainty Impacts Q3 Outlook; Non-Cash Impairments Recorded as Leading Indicators Show July Rebound
|
FY2025 Q2 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Labor Disruption and Locum Tenens Strength Drive Q1 Revenue and Margin Beat; New Enterprise Wins Signal Share Gains
|
FY2025 Q1 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Q4 Results Surpass Guidance on Labor Disruption Revenue; Q1 Outlook Resets Profitability Floor to ~8%
|
FY2024 Q4 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Market Stabilization Signs Emerge as Normalized Q4 Margin Outlook Signals Continued Pressure
|
FY2024 Q3 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Order Growth Disconnects from Revenue Outlook; Cautious Q3 Guidance Reflects Lower Large Client Utilization
|
FY2024 Q2 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Sharply Lower Q2 Nurse Staffing Guidance Signals Prolonged Downturn; Cost Controls Intensified
|
FY2024 Q1 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Near-Term Outlook Stabilizes on Flat Bill Rates, but Weaker Q2 Forecast Signals Persistent Headwinds
|
FY2023 Q4 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Market Reset Deepens as AMN Quantifies 2024 Headwinds and Pivots to Locums Growth with MSDR Deal
|
FY2023 Q3 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Nurse & Allied Demand Drop Drives Q3 Guidance Miss; Locum Tenens Revenue Hits Record
|
FY2023 Q2 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Full-Year Revenue Outlook Lowered to ~$4.0 Billion as Client Spending Pullback Intensifies; Q3 Now Seen as Trough
|
FY2023 Q1 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Q1 Outlook Tops Expectations, But Management Signals Near-Term Q2 Pullback; Full-Year 2023 Framework Reaffirmed
|
FY2022 Q4 | May 17, 2026 |
| AMN.US | AMN Healthcare Services Inc |
FY2023 Revenue Framework Raised to $4.26B as Travel Nurse Bill Rates Stabilize Above Forecasts
|
FY2022 Q3 | May 17, 2026 |
| SEDG.US | SolarEdge Technologies, Inc. |
European Rebound and Strong Nexis Demand Drive Results; Company Nears Breakeven While Navigating U.S. Channel Headwinds
|
FY2026 Q1 | May 15, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Outlook Raised as Accelerating Demand Establishes Higher Bill Rate Floor
|
FY2022 Q2 | May 15, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Normalization On Track Following Peak Q1 Results; Management Reaffirms Structurally Higher Revenue Baseline
|
FY2022 Q1 | May 15, 2026 |
| GEHC.US | GE HealthCare Technologies Inc. |
Profit Outlook Reduced on $250M Inflation Headwind, Overshadowing Strong Demand and Accelerating Flyrcado Ramp
|
FY2026 Q1 | May 15, 2026 |
| GPN.US | Global Payments Inc |
Genius Platform Yields Rise Over 30% as Early Worldpay Cross-Sell Wins Surface; FY2026 Guidance Reaffirmed
|
FY2026 Q1 | May 15, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Revenue Surges 116% on Record Labor Demand; Guidance Signals Q1 Peak Followed by Normalization to a ~$1B Quarterly Run-Rate
|
FY2021 Q4 | May 14, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Q4 Revenue Guidance Set Above $1.1B as Management Declares Permanent Healthcare Labor Crisis
|
FY2021 Q3 | May 14, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Record Demand Drives Strong Q3 Outlook; Travel Nurse Bill Rate Trajectory Reverses Upward
|
FY2021 Q2 | May 13, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Record Q1 Revenue and Raised Outlook Driven by Sustained Clinician Shortage and Attrition
|
FY2021 Q1 | May 13, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Q1 Revenue Guidance Projects 33-36% Growth on Unprecedented Nurse Demand and Record Bill Rates
|
FY2020 Q4 | May 13, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Travel Nurse Bill Rates Surge 20% Amid Record Demand and Deepening Clinician Shortage
|
FY2020 Q3 | May 13, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Travel Nurse Surge Drives Q2 Revenue Above Guidance; Outlook Signals Normalization
|
FY2020 Q2 | May 13, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Q1 Revenue Meets Guidance Driven by Crisis Staffing; Q2 Outlook Cautious with Declining Trajectory and Cost Reductions
|
FY2020 Q1 | May 12, 2026 |
| AMN.US | AMN Healthcare Services Inc |
Strategic Acquisitions Reshape Portfolio and Drive Higher Margin Outlook; Locum Tenens Shows Signs of Stabilization
|
FY2019 Q4 | May 12, 2026 |
| PCOR.US | Procore Technologies Inc |
Guidance Raised on Q1 Revenue and Margin Beat as AI Commercialization Plan Solidifies
|
FY2026 Q1 | May 11, 2026 |
| CRWV.US | CoreWeave, Inc. Class A Common Stock |
Revenue Backlog Surges to Nearly $100B as Investment-Grade Financing De-Risks Hyper-Growth Model
|
FY2026 Q1 | May 08, 2026 |
| TTD.US | The Trade Desk, Inc. |
Macro Headwinds Drive Cautious Outlook Despite Strong JBP Momentum
|
FY2026 Q1 | May 08, 2026 |
| FISV.US | Fiserv, Inc. |
Guidance Reaffirmed as Q1 Results Align with Plan; Q2 Flagged as Revenue Trough
|
FY2026 Q1 | May 07, 2026 |
| SHOP.US | Shopify Inc |
Revenue Growth Accelerates to 34% as AI Commerce Strategy Gains Broad Industry Validation
|
FY2026 Q1 | May 07, 2026 |
| DBD.US | Diebold Nixdorf, Incorporated |
Retail Segment Growth Accelerates to 26.5% on North America Wins; Full-Year Guidance Reaffirmed
|
FY2026 Q1 | May 07, 2026 |
| V.US | Visa Inc. Class A |
Strategic Wins in Core Banking and Stablecoins Anchor 17% Revenue Growth and Raised FY26 Outlook
|
FY2026 Q2 | May 06, 2026 |
| AMD.US | Advanced Micro Devices, Inc. |
Server CPU TAM Doubles to $120B on Agentic AI Demand; Data Center Revenue Grows 57% YoY
|
FY2026 Q1 | May 06, 2026 |
| ENPH.US | Enphase Energy Inc |
Pivots to AI Data Centers Amid Weaker U.S. Demand and Channel Inventory Correction
|
FY2026 Q1 | May 06, 2026 |
| PYPL.US | PayPal Holdings, Inc. |
New CEO Launches Turnaround Plan with $1.5B Cost Program; Q1 EPS Beats as Q2 Guidance Points to Investment Pressure
|
FY2026 Q1 | May 06, 2026 |
| XOM.US | Exxon Mobil Corp |
Underlying Earnings Growth Driven by Refining Strength and Advantaged Volumes Amidst Geopolitical Disruption
|
FY2026 Q1 | May 04, 2026 |
| TYL.US | Tyler Technologies Inc |
Revenue and EPS Guidance Lifted on FTR Acquisition and Strong Bookings Rebound
|
FY2026 Q1 | May 03, 2026 |
| QCOM.US | QUALCOMM Incorporated |
Custom Silicon Win Accelerates Data Center Strategy as Handset Market Nears Trough
|
FY2026 Q2 | May 01, 2026 |
| KFRC.US | Kforce Inc. |
Return to Growth and Margin Expansion Drive Q1 Earnings Beat; Q2 Guidance Signals Accelerating Momentum
|
FY2026 Q1 | May 01, 2026 |
| GOOG.US | Alphabet Inc. |
Google Cloud Revenue Accelerates to 63% and Backlog Nearly Doubles to $462B, Fueling Further CapEx Escalation into FY2027
|
FY2026 Q1 | May 01, 2026 |
| AAPL.US | Apple Inc. |
Record March Quarter Fueled by Sustained iPhone Strength and Mac Rebound; Strong Guidance Issued Amid CEO Transition and Escalating Memory Cost Warnings
|
FY2026 Q2 | May 01, 2026 |
| MSFT.US | Microsoft Corporation |
AI Adoption Accelerates with Over 20M Copilot Seats and 40% Azure Growth; CY2026 CapEx Outlook Set at ~$190B
|
FY2026 Q3 | May 01, 2026 |
| HRI.US | Herc Holdings Inc |
H&E Integration Declared Complete; Full-Year 2026 Guidance Affirmed as Focus Shifts to Second-Half Growth and Synergy Capture
|
FY2026 Q1 | Apr 30, 2026 |
| META.US | Meta Platforms Inc. |
AI Investment Cycle Intensifies with $10B CapEx Guidance Increase, Underpinned by 33% Revenue Growth and Accelerating Ad Performance
|
FY2026 Q1 | Apr 30, 2026 |
| AMZN.US | Amazon.com Inc |
AWS Growth Accelerates to 28% as Backlog Surges to $364B; Custom Silicon Business Reaches $20B+ Revenue Run Rate
|
FY2026 Q1 | Apr 30, 2026 |
| UPS.US | United Parcel Service, Inc. |
Transformation Costs Pressure Q1 Margins; Full-Year Guidance Reaffirmed as Q2 Margin Rebound Guided to 7.5-8.5%
|
FY2026 Q1 | Apr 29, 2026 |
| LGIH.US | LGI Homes |
Gross Margin Guidance Raised on Profitability Rebound; Cancellation Rate Worsens to 45.6%
|
FY2026 Q1 | Apr 29, 2026 |
| NEE.US | Nextera Energy Inc |
Large-Load Strategy Validated by 9.5 GW Federal Project Award; New Originations Hit Record 4.0 GW
|
FY2026 Q1 | Apr 27, 2026 |
| INTC.US | Intel Corporation |
DCAI Revenue Surges 22% as CPU's Role in AI Infrastructure Expands, Offsetting Weaker PC Outlook
|
FY2026 Q1 | Apr 24, 2026 |
| MCO.US | Moody's Corporation |
Record Q1 Results Driven by Over $2 Trillion in Issuance and Accelerating Private Credit Growth
|
FY2026 Q1 | Apr 24, 2026 |
| NOW.US | ServiceNow, Inc. |
AI Momentum Accelerates with 50% Increase in Now Assist ACV Target to $1.5B; FY26 Revenue Guidance Raised
|
FY2026 Q1 | Apr 24, 2026 |
| UAL.US | United Airlines Holdings Inc |
Full-Year EPS Guidance Lowered to $7.00-$11.00 on Fuel Surge; Capacity Cut to Drive Cost Recovery
|
FY2026 Q1 | Apr 24, 2026 |
| TSLA.US | Tesla, Inc. |
CapEx Guidance Raised to Over $25B to Fund AI & Robotics Future, Driving Negative FCF Outlook
|
FY2026 Q1 | Apr 23, 2026 |
| URI.US | United Rentals Inc |
Cost Controls Drive Margin Expansion, Prompting Full-Year Guidance Raise
|
FY2026 Q1 | Apr 23, 2026 |
| TXN.US | Texas Instruments Incorporated |
Revenue Accelerates 19% on Industrial Rebound; Management Signals Potential Price Increases in H2
|
FY2026 Q1 | Apr 23, 2026 |
| EFX.US | Equifax Inc |
TWN Indicator Fuels Mortgage Share Gains and Q1 Beat; Full-Year Outlook Maintained Amid Rate Uncertainty
|
FY2026 Q1 | Apr 23, 2026 |
| GEV.US | GE Vernova Inc. |
Gas Power Pipeline Surges to 100 GW and Data Center Orders Accelerate, Prompting Raised 2026 Guidance
|
FY2026 Q1 | Apr 23, 2026 |
| NLY.US | Annaly Capital Management, Inc. |
Strategic Pivot Accelerates as Residential Credit Delivers Record $4.7B in Securitizations
|
FY2026 Q1 | Apr 23, 2026 |
| AGNC.US | AGNC Investment Corp |
Book Value Declines 5.6% on Geopolitical Volatility, but Wider Spreads Boost Forward Return Outlook
|
FY2026 Q1 | Apr 22, 2026 |
| UNH.US | UnitedHealth Group Incorporated |
Adjusted EPS Guidance Raised After Q1 Exceeds Plan; MCR Improves Year-Over-Year
|
FY2026 Q1 | Apr 22, 2026 |
| NFLX.US | Netflix, Inc. |
FCF Guidance Raised by $1.5B Following WB Deal Termination; Core Organic Growth Outlook Reaffirmed
|
FY2026 Q1 | Apr 22, 2026 |
| MAN.US | ManpowerGroup Inc |
Transformation Program Targeting $200M in Savings Unveiled as Revenue Growth Accelerates to 3%
|
FY2026 Q1 | Apr 17, 2026 |
| LYV.US | Live Nation Entertainment Inc |
Double-Digit 2026 AOI Growth Guided Amid Favorable DOJ Ruling and Broad-Based Venue Rebound
|
FY2025 Q4 | Apr 17, 2026 |
| LYV.US | Live Nation Entertainment Inc |
Record Q3 Performance Fueled by 60% Rise in Stadium Shows; Forward Indicators Point to Sustained Momentum in 2026
|
FY2025 Q3 | Apr 17, 2026 |
| LYV.US | Live Nation Entertainment Inc |
International and Stadium Strength Fuels Q2 Results; Double-Digit Full-Year AOI Growth Outlook Reaffirmed
|
FY2025 Q2 | Apr 16, 2026 |
| LYV.US | Live Nation Entertainment Inc |
Record Deferred Revenue Underpins Reaffirmed Double-Digit AOI Growth Outlook Amid Q1 Mix Shift
|
FY2025 Q1 | Apr 16, 2026 |
| LYV.US | Live Nation Entertainment Inc |
Record Stadium Pipeline Fuels Double-Digit AOI Growth Forecast for 2025
|
FY2024 Q4 | Apr 16, 2026 |
| LYV.US | Live Nation Entertainment Inc |
Concerts AOI Surges 39% as Double-Digit 2025 Leading Indicators Signal Re-acceleration
|
FY2024 Q3 | Apr 16, 2026 |
| LYV.US | Live Nation Entertainment Inc |
Amphitheater-Led Strategy Drives 61% Surge in Concerts AOI; 2025 Stadium Pipeline Paces Ahead of Record Year
|
FY2024 Q2 | Apr 16, 2026 |
| LYV.US | Live Nation Entertainment Inc |
Record Q1 Revenue and Maintained Double-Digit AOI Growth Guidance Underscore Operational Momentum; Management Mounts Proactive Defense on DOJ Investigation
|
FY2024 Q1 | Apr 16, 2026 |
| WFC.US | Wells Fargo & Company |
Revenue Rises 6% and EPS Increases 15% on Broad-Based Growth as Final Regulatory Order Closes
|
FY2026 Q1 | Apr 15, 2026 |
| JPM.US | JPMorgan Chase & Co |
Record Markets Revenue and IB Rebound Drive 10% Firmwide Revenue Growth
|
FY2026 Q1 | Apr 15, 2026 |
| DAL.US | Delta Air Lines Inc |
Q2 Revenue Growth to Accelerate on Flat Capacity as Management Pivots to Margin Protection Amid Fuel Volatility
|
FY2026 Q1 | Apr 09, 2026 |
| HPP.US | Hudson Pacific Properties Inc |
2026 FFO Guidance Reinstated on Strongest Office Leasing Since 2019 and Transformed Balance Sheet
|
FY2025 Q4 | Apr 02, 2026 |
| CCL.US | Carnival Corporation |
PROPEL Long-Term Targets and $2.5B Buyback Introduced as Fuel Costs Lower FY26 EPS Guidance
|
FY2026 Q1 | Mar 31, 2026 |
| ACN.US | Accenture plc |
Full-Year Guidance Raised on Record Bookings and Accelerated M&A Strategy
|
FY2026 Q2 | Mar 31, 2026 |
| FDX.US | FedEx Corporation |
FY26 EPS Outlook Raised Substantially on Record Peak Profitability and U.S. Domestic Momentum
|
FY2026 Q3 | Mar 31, 2026 |
| JBL.US | Jabil Circuit Inc |
AI Revenue Growth Forecast Accelerates to 46% and Regulated Industries Recover, Driving $1.6B Increase to FY26 Outlook
|
FY2026 Q2 | Mar 26, 2026 |
| DLTR.US | Dollar Tree, Inc. |
Multi-Price Strategy Validated with 5.0% Comp and Margin Expansion; FY2026 Guidance Targets High-Teens EPS Growth
|
FY2025 Q4 | Mar 26, 2026 |
| KBH.US | KB Home |
Full-Year Outlook Lowered as Strategic BTO Pivot Confronts Increased Market Uncertainty
|
FY2026 Q1 | Mar 26, 2026 |
| CTAS.US | Cintas Corporation |
Record Gross Margins Across All Route-Based Businesses Drive Performance; Full-Year Revenue and EPS Guidance Raised
|
FY2026 Q3 | Mar 26, 2026 |
| MU.US | Micron Technology Inc |
AI-Driven Demand Fuels Record Q2 Results and Q3 Outlook; FY26 CapEx Raised Above $25B to Address Supply Shortage
|
FY2026 Q2 | Mar 19, 2026 |
| GIS.US | General Mills Inc |
Guidance Reaffirmed as Planned Q3 Declines Set Stage for Q4 Rebound and FY27 Dollar Share Focus
|
FY2026 Q3 | Mar 19, 2026 |
| ADBE.US | Adobe Systems Incorporated |
CEO Transition Announced as Strategic Shift to User Growth Tempers Near-Term ARR; Full-Year Guidance Reaffirmed
|
FY2026 Q1 | Mar 13, 2026 |
| DG.US | Dollar General Corporation |
Operational Turnaround Drives 107 bps Margin Expansion as SSS Growth Accelerates to 4.3%
|
FY2025 Q4 | Mar 12, 2026 |
| ORCL.US | Oracle Corporation |
RPO Reaches $553B as Cloud Infrastructure Accelerates; FY27 Revenue Guidance Raised to $90B
|
FY2026 Q3 | Mar 11, 2026 |
| COST.US | Costco Wholesale Corp |
Comparable Sales Growth Accelerates, Driven by Measurable Gains in Digital and In-Warehouse Technology
|
FY2026 Q2 | Mar 06, 2026 |
| AVGO.US | Broadcom Inc. |
AI Revenue Outlook Upgraded to Over $100 Billion in 2027 as Q2 Growth Forecast Accelerates to 140%
|
FY2026 Q1 | Mar 05, 2026 |
| CRWD.US | CrowdStrike Holdings, Inc. |
ARR Growth Accelerates to 24%, Surpassing $5B on Record AI-Driven Demand and Platform Momentum
|
FY2026 Q4 | Mar 05, 2026 |
| DELL.US | Dell Technologies Inc |
AI Orders Surge to $34.1B, Driving Record Results and a $140B FY27 Revenue Outlook
|
FY2026 Q4 | Mar 04, 2026 |
| AZO.US | AutoZone Inc |
Commercial Sales Growth Slows to 9.8% Amid Winter Storms; LIFO Charge Continues to Impact GAAP EPS
|
FY2026 Q2 | Mar 04, 2026 |
| NCLH.US | Norwegian Cruise Line Holdings Ltd |
Execution Missteps Drive 2026 Top-Line Guidance Cut; Net Yields Forecast Flat as New CEO Initiates Turnaround
|
FY2025 Q4 | Mar 03, 2026 |
| CRWV.US | CoreWeave, Inc. Class A Common Stock |
Unprecedented $30B+ CapEx Plan Unveiled to Service Record $66.8B Backlog, Resetting Near-Term Margin Expectations
|
FY2025 Q4 | Feb 28, 2026 |
| XYZ.US | Block, Inc |
FY2026 Profitability Outlook Raised Substantially Amid AI-Driven Restructuring to Reduce Workforce by Over 40%
|
FY2025 Q4 | Feb 28, 2026 |
| FOUR.US | Shift4 Payments, Inc. |
Corporate Simplification and Global Execution Define New Chapter; FY2026 GRLNF Growth Guided at 26-31%
|
FY2025 Q4 | Feb 27, 2026 |
| DELL.US | Dell Technologies Inc |
AI Momentum Accelerates with Record $12.3B in Orders, Fueling Raised Full-Year Outlook
|
FY2026 Q3 | Feb 27, 2026 |
| DELL.US | Dell Technologies Inc |
AI Server Forecast Raised to $20B, Lifting FY26 Outlook as Core Storage and Server Demand Moderates
|
FY2026 Q2 | Feb 27, 2026 |
| DELL.US | Dell Technologies Inc |
AI Business Enters Hyper-Acceleration with $12.1B in Orders; Full-Year EPS Guidance Increased
|
FY2026 Q1 | Feb 27, 2026 |
| DELL.US | Dell Technologies Inc |
AI Server Backlog Surges to $9B, Fueling Outlook for High-Teens ISG Growth and $15B in AI Shipments
|
FY2025 Q4 | Feb 27, 2026 |
| TTD.US | The Trade Desk, Inc. |
Vertical Headwinds Mute Near-Term Outlook as Company Cites Operational Overhaul and AI Strategy as Long-Term Drivers
|
FY2025 Q4 | Feb 27, 2026 |
| ROOT.US | Root, Inc. |
Policy Growth Set to Accelerate in 2026 as Company Pivots from Record Profitability to Reinvestment for Scale
|
FY2025 Q4 | Feb 27, 2026 |
| NVDA.US | NVIDIA Corporation |
Record $68.1B Revenue Driven by Blackwell Ramp; Outlook Strengthened as Long-Term Demand Visibility Extends into 2027
|
FY2026 Q4 | Feb 27, 2026 |
| CRM.US | Salesforce.com Inc |
Combined Agentforce & Data 360 ARR Surpasses $2.9B as FY30 Target Raised to $63B, Underscored by New $50B Share Repurchase Program
|
FY2026 Q4 | Feb 26, 2026 |
| MELI.US | MercadoLibre, Inc. |
Strategic Investments Fuel 45% Revenue Growth and Record User Metrics; Company Quantifies 5-6 ppt Margin Impact
|
FY2025 Q4 | Feb 26, 2026 |
| HIPO.US | Hippo Holdings Inc |
Homeowners Relaunch Signals Shift to Offense; Issues 2026 Guidance Projecting Strong Growth and Margin Expansion
|
FY2025 Q4 | Feb 25, 2026 |
| CRCL.US | Circle Internet Group, Inc. |
Revenue Surges 77% as Circle Positions Platform for AI-Driven 'Agentic Economy'
|
FY2025 Q4 | Feb 25, 2026 |
| FIS.US | Fidelity National Information Services Inc |
FY26 Pro Forma Margin Expansion Outlook Raised to 95-110 bps; New Strategy Targets Doubling Free Cash Flow to >$3B by 2028
|
FY2025 Q4 | Feb 24, 2026 |
| CCOI.US | Cogent Communications Holdings, Inc. |
New Disclosures Reveal 27% Core Revenue Growth as Firm Forecasts Return to Consolidated Sequential Growth
|
FY2025 Q4 | Feb 23, 2026 |
| SCCO.US | Southern Copper Corporation |
Byproduct Strength Drives Record FY25 Profitability, Net Cash Cost Declines 35% to $0.58/lb
|
FY2025 Q4 | Feb 20, 2026 |
| SCCO.US | Southern Copper Corporation |
Byproduct-Driven Strategy Delivers Record EBITDA; Tia Maria Project Moves to Construction Phase, Signaling New CapEx Cycle
|
FY2025 Q3 | Feb 20, 2026 |
| LMND.US | Lemonade Inc |
In Force Premium Growth Accelerates to 31%, FY26 Guidance Raised to 32% as Adjusted EBITDA Nears Breakeven
|
FY2025 Q4 | Feb 19, 2026 |
| WMT.US | Walmart Inc. Common Stock |
E-Commerce Profitability Reaches Inflection with Double-Digit Incremental Margins; FY27 Adj. OI Growth Guided to 6-8%
|
FY2026 Q4 | Feb 19, 2026 |
| SEDG.US | SolarEdge Technologies, Inc. |
Margin Exceeds Guidance, Capping a Year of Turnaround; Strategy Shifts to 'Offense' with AI Data Center Focus
|
FY2025 Q4 | Feb 19, 2026 |
| GPN.US | Global Payments Inc |
Post-Worldpay Transformation Complete, Co. Issues Inaugural Guidance with ~5% Revenue Growth and 150 bps Margin Expansion for 2026
|
FY2025 Q4 | Feb 18, 2026 |
| GPN.US | Global Payments Inc |
Genius Platform Momentum Accelerates with 75% MRR Growth; Worldpay Acquisition Timeline Advanced to Q1 2026
|
FY2025 Q3 | Feb 18, 2026 |
| GPN.US | Global Payments Inc |
Transformation Bears Fruit: Genius POS Launch Fuels Momentum as Margin and EPS Guidance Increased
|
FY2025 Q2 | Feb 18, 2026 |
| GPN.US | Global Payments Inc |
Transforms into Pure-Play Merchant Acquirer with Worldpay Deal; Medium-Term Margin Expansion Target Doubles
|
FY2025 Q1 | Feb 18, 2026 |
| GPN.US | Global Payments Inc |
Operational Transformation Savings Target Raised to $600M; FY2025 Guidance Projects 5-6% Revenue Growth
|
FY2024 Q4 | Feb 18, 2026 |
| ADI.US | Analog Devices, Inc. |
Industrial and AI-Driven Communications Fuel Outlook for 11% Sequential Growth, Signaling a Potential 'Banner Year' Ahead
|
FY2026 Q1 | Feb 18, 2026 |
| MCO.US | Moody's Corporation |
AI Adoption and Favorable Issuance Mix Drive Record FY25 Results; Initial 2026 Guidance Projects ~12% EPS Growth
|
FY2025 Q4 | Feb 18, 2026 |
| HRI.US | Herc Holdings Inc |
Post-Integration Outlook for 2026 Targets Double-Digit EBITDA Growth on Full Synergy Realization
|
FY2025 Q4 | Feb 18, 2026 |
| LGIH.US | LGI Homes |
Profitability Reset as Incentives Pressure Margins; 2026 Guidance Signals Cautious Stance
|
FY2025 Q4 | Feb 17, 2026 |
| PCOR.US | Procore Technologies Inc |
AI Strategy Defines New CEO's Outlook as FY26 Guidance Targets Sustained Margin Expansion
|
FY2025 Q4 | Feb 17, 2026 |
| WTS.US | Watts Water Technologies Inc |
Record 2025 Performance Sets Stage for Strategic Focus on Data Centers and Portfolio Optimization
|
FY2025 Q4 | Feb 13, 2026 |
| DBD.US | Diebold Nixdorf, Incorporated |
Free Cash Flow Doubles to a Record $239M, Fueling Accelerated Shareholder Returns and an Upbeat FY26 Outlook
|
FY2025 Q4 | Feb 13, 2026 |
| TYL.US | Tyler Technologies Inc |
Record Cloud Conversion Momentum Fuels Confident FY26 Outlook; SaaS Revenue Growth Guided to 20.5%-22.5%
|
FY2025 Q4 | Feb 13, 2026 |
| LECO.US | Lincoln Electric Holdings Inc |
New 'RISE' Strategy Targets 300 Bps Margin Improvement; Guides for Mid-Single-Digit Sales Growth in 2026
|
FY2025 Q4 | Feb 13, 2026 |
| PCOR.US | Procore Technologies Inc |
Full-Year Outlook Lifted as Large Deal Growth Accelerates to 31% Ahead of CEO Transition
|
FY2025 Q3 | Feb 12, 2026 |
| PCOR.US | Procore Technologies Inc |
Full-Year Revenue Guidance Raised as Go-to-Market Transition Drives Increased Cross-Sell
|
FY2025 Q2 | Feb 12, 2026 |
| PCOR.US | Procore Technologies Inc |
Revenue Beats in Q1, Full-Year Guidance Unchanged as Tariff Uncertainty Emerges as Key Risk
|
FY2025 Q1 | Feb 12, 2026 |
| PCOR.US | Procore Technologies Inc |
Q4 Bookings Exceed Expectations, FY2025 Guidance Raised Amid Go-to-Market Transition
|
FY2024 Q4 | Feb 12, 2026 |
| TYL.US | Tyler Technologies Inc |
Cloud 'Flips' Drive Record Bookings; FY26 SaaS Growth Targeted at ~20%
|
FY2025 Q3 | Feb 12, 2026 |
| TYL.US | Tyler Technologies Inc |
Recurring Revenue Engine Drives Double-Digit Growth; Free Cash Flow Guidance Raised on Favorable Tax Law Changes
|
FY2025 Q2 | Feb 12, 2026 |
| TYL.US | Tyler Technologies Inc |
Subscription Strength Drives Margin Expansion and Guidance Raise, Offsetting Softer New SaaS Bookings
|
FY2025 Q1 | Feb 12, 2026 |
| TYL.US | Tyler Technologies Inc |
SaaS and Transaction Revenues Each Grow Over 20% as Cloud Transition Delivers Margin Expansion and Record Free Cash Flow
|
FY2024 Q4 | Feb 12, 2026 |
| SHOP.US | Shopify Inc |
Q4 Revenue Climbs 31% as Shopify Unveils AI Commerce Protocol and a $2B Share Repurchase Program
|
FY2025 Q4 | Feb 11, 2026 |
| FISV.US | Fiserv, Inc. |
FY2025 EPS and FCF Surpass Guidance Following Strategic Reset; 2026 Outlook Confirms H1 Headwinds
|
FY2025 Q4 | Feb 11, 2026 |
| F.US | Ford Motor Company |
EBIT Guided to Rebound to $8.0-$10.0 Billion in 2026, Driven by Cost Savings and a Strategic Pivot to Affordable EVs
|
FY2025 Q4 | Feb 11, 2026 |
| OSCR.US | Oscar Health Inc |
Guides to $18.7B-$19.0B in 2026 Revenue and a Return to Profitability After Record Enrollment Drives Market Share to 30%
|
FY2025 Q4 | Feb 11, 2026 |
| CCSI.US | Consensus Cloud Solutions Inc |
Corporate Growth Hits 7.3% as VA and AI Product Outlooks Accelerate; Company Pivots to Aggressive Share Repurchases
|
FY2025 Q4 | Feb 11, 2026 |
| BE.US | Bloom Energy Corporation |
Product Backlog Jumps 140% to $6.0B, Fueling Outlook for >50% Revenue Growth in FY2026
|
FY2025 Q4 | Feb 07, 2026 |
| AMZN.US | Amazon.com Inc |
AWS Growth Accelerates to 24% as ~$200B CapEx Plan is Signaled for 2026
|
FY2025 Q4 | Feb 06, 2026 |
| OWL.US | Blue Owl Capital Inc |
Record $56B Fundraising Drives 19% Annual FRE Growth as Firm Defends Tech Portfolio Against AI Concerns
|
FY2025 Q4 | Feb 06, 2026 |
| OWL.US | Blue Owl Capital Inc |
Record $57B LTM Fundraising Powered by Over $50B in New Digital Infrastructure Projects
|
FY2025 Q3 | Feb 06, 2026 |
| OWL.US | Blue Owl Capital Inc |
Record $12.1B Capital Raise Underscores Momentum; Firm Pivots to Growth in Digital Infrastructure and Defined Contribution Channels
|
FY2025 Q2 | Feb 06, 2026 |
| OWL.US | Blue Owl Capital Inc |
Net Deployment More Than Doubles to $4.5B as AUM Reaches $273B; Firm Extends Per-Share Earnings Growth Timeline
|
FY2025 Q1 | Feb 06, 2026 |
| IREN.US | IREN Ltd |
$3.6B GPU Financing De-Risks Microsoft Contract; New Oklahoma Site Expands Secured Power to Over 4.5 GW
|
FY2026 Q2 | Feb 06, 2026 |
| OWL.US | Blue Owl Capital Inc |
Record Fundraising Fuels 26% FRE Growth and 25% Dividend Hike as Strategic Diversification Accelerates
|
FY2024 Q4 | Feb 06, 2026 |
| FTNT.US | Fortinet Inc |
Unified SASE Billings Growth Accelerates to 40%, Driving Q4 Outperformance and Reaffirming Commitment to Above-Market Growth
|
FY2025 Q4 | Feb 06, 2026 |
| QCOM.US | QUALCOMM Incorporated |
Handset Outlook Lowered on Memory Constraints as Automotive Growth Guidance Accelerates Above 35%
|
FY2026 Q1 | Feb 06, 2026 |
| QCOM.US | QUALCOMM Incorporated |
Record Q1 Guidance Driven by Android Strength; Data Center Revenue Ramp Pulled Forward to FY27
|
FY2025 Q4 | Feb 05, 2026 |
| QCOM.US | QUALCOMM Incorporated |
Qualcomm Expands into Data Center with Hyperscaler Engagement as Automotive and IoT Revenues Grow 23% YoY
|
FY2025 Q3 | Feb 05, 2026 |
| QCOM.US | QUALCOMM Incorporated |
Diversification Delivers 15% Revenue Growth; Capital Return Target Increased to 100% of Free Cash Flow
|
FY2025 Q2 | Feb 05, 2026 |
| QCOM.US | QUALCOMM Incorporated |
Record Q1 Beats Guidance on Broad-Based Strength; Favorable Arm Verdict Secures Custom CPU Roadmap
|
FY2025 Q1 | Feb 05, 2026 |
| QCOM.US | QUALCOMM Incorporated |
Diversification Accelerates as Automotive Revenue Jumps 68% and AI PC Pipeline Surges, Fueling Upbeat Q1 Forecast
|
FY2024 Q4 | Feb 05, 2026 |
| GOOG.US | Alphabet Inc. |
Cloud Backlog Surges 55% to $240 Billion, Fueling Unprecedented $175B-$185B CapEx Plan for 2026
|
FY2025 Q4 | Feb 05, 2026 |
| ENPH.US | Enphase Energy Inc |
Q1 Outlook Raised as U.S. Sell-Through Hits Two-Year High, Signaling a Better-Than-Feared Trough
|
FY2025 Q4 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
Q3 Revenue Surpasses Guidance on Safe Harbor Pull-Forward; Outlook Sets Q1'26 as 'Cycle Trough' at $250M
|
FY2025 Q3 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
Battery Shipments Beat Guidance and U.S. Sell-Through Rebounds; Strategy Pivots to Mitigate Anticipated 2026 Market Contraction
|
FY2025 Q2 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
Tariff Headwinds Cloud Margin Outlook; Focus Shifts to Supply Chain Pivot and Gen 4 Battery Ramp
|
FY2025 Q1 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
Beats Q4 Guidance; $95M Safe Harbor Agreement Provides H1 Visibility as Focus Turns to New Product-Led Recovery in 2025
|
FY2024 Q4 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
Battery Shipments Surge 44% as U.S. Market Recovers; Flat Q4 Guidance Reflects European Weakness
|
FY2024 Q3 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
Q3 Revenue Guided Up 28% Sequentially as Channel Inventory Normalizes; Battery Shipments and U.S. Manufacturing Ramp Accelerate
|
FY2024 Q2 | Feb 04, 2026 |
| GEHC.US | GE HealthCare Technologies Inc. |
FERCATO Launch Gains Traction with 95% On-Time Delivery; Record $21.8B Backlog Underpins 3-4% Organic Growth Guidance for 2026
|
FY2025 Q4 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
Q2 Guidance Signals Rebound After Cyclical Trough; Battery Shipments Forecast to Increase Over 45% Sequentially
|
FY2024 Q1 | Feb 04, 2026 |
| EFX.US | Equifax Inc |
Free Cash Flow Surpasses $1.1 Billion, Fueling $1.2 Billion Shareholder Return; 2026 Guidance Projects ~10.5% Revenue Growth
|
FY2025 Q4 | Feb 04, 2026 |
| LLY.US | Eli Lilly and Company |
FY26 Guidance Projects 25% Revenue Growth, Navigating a 'Low to Mid-Teens' Price Headwind Through Volume Expansion
|
FY2025 Q4 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
Revenue Declines 45% on Channel Destocking; Guidance Points to Q1 Trough as Battery Sell-Through Hits Record High
|
FY2023 Q4 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
Global Inventory Correction Drives 41% Sequential Revenue Guidance Cut; Normalization Pushed to Q2 2024
|
FY2023 Q3 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
Q3 Revenue Guidance Cut by 19% to Address U.S. Inventory Glut; Europe Revenue Surges and $1B Buyback Authorized
|
FY2023 Q2 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
European Surge Offsets U.S. Slowdown as Gross Margins Expand to 45.7%
|
FY2023 Q1 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
European Strength Drives Record Revenue and Margin, Offsetting U.S. Moderation; IRA Manufacturing Benefit Quantified at $20-$30 Per Unit
|
FY2022 Q4 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
European Demand and IQ8 Mix Drive Record Revenue and Margin; U.S. Manufacturing Strategy Launched
|
FY2022 Q3 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
Record Revenue Fueled by 69% Sequential Growth in Europe; IQ8 Ramp Lifts Gross Margin Outlook
|
FY2022 Q2 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
Record Q1 Revenue Surpasses Guidance, Driven by 40%+ Sequential Growth Forecast in Europe
|
FY2022 Q1 | Feb 04, 2026 |
| ENPH.US | Enphase Energy Inc |
IQ Battery Shipments Accelerate 54.2% Sequentially, Powering Record Revenue and Q1 Growth Outlook
|
FY2021 Q4 | Feb 04, 2026 |
| AMD.US | Advanced Micro Devices, Inc. |
Data Center Revenue Growth Accelerates to 39% on AI Demand, Q1 Guidance Strong Despite Console Headwinds
|
FY2025 Q4 | Feb 04, 2026 |
| TDG.US | Transdigm Group Incorporated |
Guidance Raised on Q1 Outperformance; M&A Accelerates with Strategic Push into PMA Market
|
FY2026 Q1 | Feb 03, 2026 |
| PYPL.US | PayPal Holdings, Inc. |
Branded Checkout Decelerates to 1%, Prompting CEO Change and Withdrawal of Long-Term Outlook
|
FY2025 Q4 | Feb 03, 2026 |
| KFRC.US | Kforce Inc. |
Operational Momentum Reaches Three-Year High as New Cost-Saving Plan Targets Margin Improvement
|
FY2025 Q4 | Feb 03, 2026 |
| PLTR.US | Palantir Technologies Inc. |
U.S. Commercial Revenue Surges 137% as Rule of 40 Score Hits Record 127%; FY26 Guidance Projects 61% Growth
|
FY2025 Q4 | Feb 03, 2026 |
| RHI.US | Robert Half International Inc |
Sequential Growth Returns After Three-Year Downturn; Company Projects Positive YoY Growth by Q3 2026
|
FY2025 Q4 | Jan 31, 2026 |
| XOM.US | Exxon Mobil Corp |
Record Annual Production Driven by Advantaged Assets; Permian Growth Runway Extended Beyond 2030
|
FY2025 Q4 | Jan 30, 2026 |
| AAPL.US | Apple Inc. |
iPhone Revenue Surges 23% and China Rebounds 38% in Record Quarter; Guidance Strong Despite New Supply and Cost Pressures
|
FY2026 Q1 | Jan 30, 2026 |
| V.US | Visa Inc. Class A |
Value-Added Services and Stablecoin Growth Accelerate, Fueling 15% Revenue Increase and Upgraded FY26 EPS Outlook
|
FY2026 Q1 | Jan 30, 2026 |
| BZH.US | Beazer Homes USA Inc |
Strategic Pivot to Accelerated Share Repurchases Unveiled Amid Q1 Operational Miss; FY26 Book Value Per Share Growth Targeted at 5-10%
|
FY2026 Q1 | Jan 30, 2026 |
| URI.US | United Rentals Inc |
Introduces 2026 Guidance with 6% Revenue Growth and Flat Margins, Supported by $2B Capital Return Plan
|
FY2025 Q4 | Jan 29, 2026 |
| FICO.US | Fair Isaac Corporation |
Software Platform ARR Accelerates to 33% and Scores Revenue Increases 29%, Driving Strong Start to FY26
|
FY2026 Q1 | Jan 29, 2026 |
| RCL.US | Royal Caribbean Cruises Ltd. |
FY2026 EPS Guidance Issued at $17.70-$18.10; Company Unveils New 'Discovery Class' Ships and 10-Vessel River Cruise Expansion
|
FY2025 Q4 | Jan 29, 2026 |
| MAN.US | ManpowerGroup Inc |
Organic Revenue Growth Beats Guidance at 2% as Cost Discipline Sets Stage for 2026 Inflection
|
FY2025 Q4 | Jan 29, 2026 |
| MA.US | Mastercard Incorporated |
Capital One Credit Renewal and VASS Growth Drive 15% Revenue Beat; Restructuring to Fund 2026 Priorities
|
FY2025 Q4 | Jan 29, 2026 |
| NLY.US | Annaly Capital Management, Inc. |
Full-Year Economic Return Reaches 20.2% as Record Residential Credit Growth Underpins Strategic Pivot to Non-Agency Assets
|
FY2025 Q4 | Jan 29, 2026 |
| META.US | Meta Platforms Inc. |
FY26 AI Investment Plan Quantified with $115B-$135B CapEx Outlook as Reality Labs Losses Guided to 'Peak'
|
FY2025 Q4 | Jan 29, 2026 |
| TSLA.US | Tesla, Inc. |
Outlines >$20B CapEx Plan for 2026, Pivoting from Flagship EVs to AI and Robotics
|
FY2025 Q4 | Jan 29, 2026 |
| MSFT.US | Microsoft Corporation |
FY26 Operating Margin Guidance Raised as Microsoft Cloud Crosses $50B Milestone and Azure Growth Accelerates
|
FY2026 Q2 | Jan 29, 2026 |
| NOW.US | ServiceNow, Inc. |
AI Momentum Accelerates and Security Vision 'Complete'; Announces $5B Buyback and Issues FY26 Outlook
|
FY2025 Q4 | Jan 29, 2026 |
| GEV.US | GE Vernova Inc. |
Backlog Surges to $150B with $8B in New Margin Added; FY26 Guidance Raised on Gas Power and Electrification Momentum
|
FY2025 Q4 | Jan 29, 2026 |
| UAL.US | United Airlines Holdings Inc |
Guides for >20% EPS Growth in 2026; Declares 'High Watermark' on Domestic Capacity Growth
|
FY2025 Q4 | Jan 28, 2026 |
| UPS.US | United Parcel Service, Inc. |
Amazon Glide-Down Accelerates with Muted 2026 Outlook; Q4 Margin Beats Guidance on Pricing Discipline
|
FY2025 Q4 | Jan 28, 2026 |
| NEE.US | Nextera Energy Inc |
Record 13.5 GW Origination Anchors 8%+ Adjusted EPS Growth Outlook Extended Through 2035
|
FY2025 Q4 | Jan 28, 2026 |
| UNH.US | UnitedHealth Group Incorporated |
FY26 Guidance Formalizes Reset, Targeting Over 8.6% Adjusted EPS Growth Through Strategic Contraction of 2.3-2.8 Million Members
|
FY2025 Q4 | Jan 28, 2026 |
| TXN.US | Texas Instruments Incorporated |
Industrial Recovery and Data Center Momentum Drive Counter-Seasonal Q1 Guidance
|
FY2025 Q4 | Jan 28, 2026 |
| AGNC.US | AGNC Investment Corp |
Full-Year Economic Return Reaches 22.7% as Focus Shifts to Navigating a New, Tighter Spread Environment
|
FY2025 Q4 | Jan 28, 2026 |
| JPM.US | JPMorgan Chase & Co |
Revenue Rises 7% as Firm Unveils $105B Expense Plan for 2026, Citing Growth Investments and Apple Card Integration
|
FY2025 Q4 | Jan 26, 2026 |
| DAL.US | Delta Air Lines Inc |
FY2026 EPS Growth Targeted at 20% as Premium & Diversified Revenue Strategy Accelerates
|
FY2025 Q4 | Jan 26, 2026 |
| WFC.US | Wells Fargo & Company |
Full-Year EPS Rises 17% as Asset Cap Removal Unlocks Balance Sheet Growth; Management Reaffirms 17-18% ROTCE Target
|
FY2025 Q4 | Jan 26, 2026 |
| NFLX.US | Netflix, Inc. |
Warner Bros. Acquisition to Accelerate Strategy as 2026 Guidance Targets ~$51B Revenue and 31.5% Operating Margin
|
FY2025 Q4 | Jan 26, 2026 |
| INTC.US | Intel Corporation |
Intel Ships First 18A Products but Severe Supply Constraints Drive Weak Q1 Outlook
|
FY2025 Q4 | Jan 26, 2026 |
| KBH.US | KB Home |
Near-Term Margin Trough Expected as Built-to-Order Pivot Accelerates; Full-Year 2026 Revenue Guidance Signals Contraction
|
FY2025 Q4 | Dec 22, 2025 |
| CCL.US | Carnival Corporation |
Dividend Reinstated as Record FY2025 Profit Drives Leverage to Investment-Grade Metrics; Guides for Double-Digit Earnings Growth in FY2026
|
FY2025 Q4 | Dec 22, 2025 |
| ACN.US | Accenture plc |
Q1 Revenue Meets Top of Guidance and AI Bookings Double; Management Retires Standalone AI Metric as Technology Becomes Embedded
|
FY2026 Q1 | Dec 19, 2025 |
| CTAS.US | Cintas Corporation |
Operating Margin Hits All-Time High; FY2026 Revenue and EPS Guidance Raised
|
FY2026 Q2 | Dec 19, 2025 |
| FDX.US | FedEx Corporation |
Guidance Raised as U.S. Domestic Strength and Transformation Gains Overcome Operational Headwinds
|
FY2026 Q2 | Dec 19, 2025 |
| MU.US | Micron Technology Inc |
AI Demand Fuels Record Results and Substantially Higher Guidance Amid Structural Supply Shortage
|
FY2026 Q1 | Dec 18, 2025 |
| JBL.US | Jabil Circuit Inc |
AI Revenue Growth Accelerates to 35%, Driving Significant Full-Year Guidance Raise
|
FY2026 Q1 | Dec 18, 2025 |
| GIS.US | General Mills Inc |
North America Retail Volume Turns Positive, Validating "Remarkability" Strategy; FY26 Outlook Reaffirmed
|
FY2026 Q2 | Dec 18, 2025 |
| DAL.US | Delta Air Lines Inc |
Premium & Corporate Rebound Drive Q3 Beat; Full-Year Free Cash Flow Guidance Raised
|
FY2025 Q3 | Dec 15, 2025 |
| DAL.US | Delta Air Lines Inc |
Full-Year Guidance Reinstated and Dividend Increased as Demand Stabilizes and Industry Rationalizes Capacity
|
FY2025 Q2 | Dec 15, 2025 |
| DAL.US | Delta Air Lines Inc |
Full-Year Guidance Suspended, H2 Capacity Cut to Flat Amid Stalled Domestic Demand
|
FY2025 Q1 | Dec 15, 2025 |
| DAL.US | Delta Air Lines Inc |
Record 2025 Profitability Guided as Company Pivots to Optimization and Digital Ecosystem Expansion
|
FY2024 Q4 | Dec 15, 2025 |
| DAL.US | Delta Air Lines Inc |
Revenue Inflection Confirmed Despite Third-Party Outage; Q4 Guidance Points to Margin Expansion
|
FY2024 Q3 | Dec 15, 2025 |
| DAL.US | Delta Air Lines Inc |
Navigates Domestic Overcapacity With Premium Strength and Strong Free Cash Flow Generation
|
FY2024 Q2 | Dec 15, 2025 |
| UAL.US | United Airlines Holdings Inc |
Long-Term Margin Expansion Framework Introduced as Loyalty Program Growth Becomes Strategic Pillar; FY25 Free Cash Flow Guidance Raised to >$3.0B
|
FY2025 Q3 | Dec 15, 2025 |
| UAL.US | United Airlines Holdings Inc |
Demand Rebound and Competitor Capacity Cuts Underpin Updated $9.00-$11.00 Full-Year EPS Outlook
|
FY2025 Q2 | Dec 15, 2025 |
| UAL.US | United Airlines Holdings Inc |
Navigating Softer Demand: Q1 EPS Meets Target, Full-Year Outlook Bifurcates Amid Proactive Capacity Reductions
|
FY2025 Q1 | Dec 15, 2025 |
| UAL.US | United Airlines Holdings Inc |
Record Fourth-Quarter Profit Beats Expectations; FY2025 Guidance Projects ~18% EPS Growth
|
FY2024 Q4 | Dec 15, 2025 |
| UAL.US | United Airlines Holdings Inc |
Domestic Market Inflection Point Arrives, Triggering Q3 EPS Beat and a New $1.5B Share Buyback
|
FY2024 Q3 | Dec 15, 2025 |
| UAL.US | United Airlines Holdings Inc |
Domestic Capacity 'Inflection Point' Nears as UAL Reaffirms FY24 Guidance and Proactively Trims Q4 Schedule
|
FY2024 Q2 | Dec 15, 2025 |
| UPS.US | United Parcel Service, Inc. |
Guidance Reinstated as U.S. Domestic Margin Expands Amid Strategic 12.3% Volume Reduction
|
FY2025 Q3 | Dec 15, 2025 |
| UPS.US | United Parcel Service, Inc. |
U.S. Margin Misses Guidance on Ground Saver Costs; Full-Year Outlook Remains Suspended
|
FY2025 Q2 | Dec 15, 2025 |
| UPS.US | United Parcel Service, Inc. |
Full-Year Guidance Withdrawn on Trade Uncertainty as Network Overhaul Ramps Up
|
FY2025 Q1 | Dec 15, 2025 |
| UPS.US | United Parcel Service, Inc. |
Strategic Overhaul to Drive Margin Expansion; UPS to Cut Largest Customer Volume and Insource SurePost
|
FY2024 Q4 | Dec 15, 2025 |
| UPS.US | United Parcel Service, Inc. |
Operating Margin Guidance Raised as Cost Efficiencies and Revenue Quality Initiatives Counter Softer Revenue Outlook
|
FY2024 Q3 | Dec 15, 2025 |
| UPS.US | United Parcel Service, Inc. |
U.S. Volume Returns to Growth After Nine Quarters, but Mix Shift Pressures Margins and Prompts Lowered Full-Year Guidance
|
FY2024 Q2 | Dec 15, 2025 |
| FDX.US | FedEx Corporation |
Full-Year Guidance Reinstated as $1B Global Trade Headwind Offsets Transformation Gains
|
FY2026 Q1 | Dec 15, 2025 |
| FDX.US | FedEx Corporation |
DRIVE Savings Target Met, Fueling Operating Leverage; FY26 Guidance Withheld on Trade Volatility
|
FY2025 Q4 | Dec 15, 2025 |
| FDX.US | FedEx Corporation |
Cost Controls Drive 12% Adjusted Operating Income Growth; FY25 EPS Guidance Lowered on Weaker Macro Outlook
|
FY2025 Q3 | Dec 15, 2025 |
| FDX.US | FedEx Corporation |
FedEx to Pursue Full Separation of Freight Business, Revises FY25 Adjusted EPS Guidance to $19.00-$20.00
|
FY2025 Q2 | Dec 15, 2025 |
| FDX.US | FedEx Corporation |
FY25 Guidance Lowered as Weaker-Than-Expected B2B Demand and Negative Mix Shift Pressure Q1 Margins
|
FY2025 Q1 | Dec 15, 2025 |
| FDX.US | FedEx Corporation |
FY25 Adjusted EPS Growth Guided at 12-24% as DRIVE Savings Offset Headwinds; FedEx Freight Segment Undergoes Strategic Review
|
FY2024 Q4 | Dec 15, 2025 |
| GIS.US | General Mills Inc |
Pound Share Gains Validate Investment Strategy as FY26 Outlook is Reaffirmed; Near-Term Profitability Tracks to Plan
|
FY2026 Q1 | Dec 15, 2025 |
| GIS.US | General Mills Inc |
FY26 Adj. EPS Guided Down 10-15% to Fund Volume-Focused "Investment Year" Centered on Blue Buffalo Fresh Launch
|
FY2025 Q4 | Dec 15, 2025 |
| GIS.US | General Mills Inc |
FY2025 Outlook Lowered on Snacking Slowdown and Inventory Headwinds; Focus Shifts to FY2026 'Year of Reinvestment'
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FY2025 Q3 | Dec 15, 2025 |
| GIS.US | General Mills Inc |
Profit Outlook Revised Lower to Fund Volume Growth; Pet Segment Achieves Pound Share Growth
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FY2025 Q2 | Dec 15, 2025 |
| GIS.US | General Mills Inc |
Turnaround Plan on Track as Organic Volume Stabilizes and Pet Profit Grows; Reaffirms Full-Year Outlook
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FY2025 Q1 | Dec 14, 2025 |
| GIS.US | General Mills Inc |
FY24 EPS Beats Guidance as Focus Shifts to Aggressive Reinvestment for FY25 Volume Acceleration
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FY2024 Q4 | Dec 14, 2025 |
| GIS.US | General Mills Inc |
Pet Segment Profitability Rebounds 25% Amid Turnaround Efforts; Full-Year Guidance Held Firm
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FY2024 Q3 | Dec 14, 2025 |
| GIS.US | General Mills Inc |
FY24 Sales Guidance Cut Amid Volume Pressure; Profit Outlook Narrowed on Higher HMM Savings
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FY2024 Q2 | Dec 14, 2025 |
| GIS.US | General Mills Inc |
FY2024 Guidance Reaffirmed as Pet Segment Headwinds Persist and Consumer Behavior Shifts
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FY2024 Q1 | Dec 14, 2025 |
| GIS.US | General Mills Inc |
Margin Expansion Drives FY23 EPS Beat, Offsetting Q4 Retailer Inventory Headwinds
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FY2023 Q4 | Dec 14, 2025 |
| GIS.US | General Mills Inc |
Guidance Raised as Pet Segment Rebounds and Pricing Drives Margin Expansion
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FY2023 Q3 | Dec 14, 2025 |
| AVGO.US | Broadcom Inc. |
AI Backlog Surges to $73 Billion, Driven by Fifth Custom Silicon Customer and Major Follow-On Orders
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FY2025 Q4 | Dec 12, 2025 |
| COST.US | Costco Wholesale Corp |
Technology Initiatives Drive 20.5% Digital Growth and In-Store Efficiencies Amid Stable 6.4% Comparable Sales
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FY2026 Q1 | Dec 12, 2025 |
| ADBE.US | Adobe Systems Incorporated |
Record Q4 Performance Fueled by Accelerating AI Adoption; Initial FY26 Guidance Targets Highest-Ever Net New ARR
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FY2025 Q4 | Dec 11, 2025 |
| ORCL.US | Oracle Corporation |
RPO Surges to $523B, Fueling a $15B Increase in FY26 CapEx Forecast as Cloud Growth Accelerates
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FY2026 Q2 | Dec 11, 2025 |
| AZO.US | AutoZone Inc |
Domestic Commercial Sales Accelerate to 14.5% as Company Raises Store Opening and CapEx Guidance
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FY2026 Q1 | Dec 10, 2025 |
| WTS.US | Watts Water Technologies Inc |
Americas' 13% Organic Growth Fuels Q3 Outperformance; Full-Year Organic Sales Outlook Raised 300 Bps
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FY2025 Q3 | Dec 09, 2025 |
| WTS.US | Watts Water Technologies Inc |
Americas Organic Growth Surges to 9.8%, Fueling Record 21.6% Adjusted Operating Margin and Raised Full-Year Outlook
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FY2025 Q2 | Dec 09, 2025 |
| WTS.US | Watts Water Technologies Inc |
Tariff Mitigation Strategy Underpins Record Q1 Adjusted Margin; Full-Year Outlook Maintained
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FY2025 Q1 | Dec 09, 2025 |
| WTS.US | Watts Water Technologies Inc |
European Restructuring and Portfolio Pruning to Drive FY25 Margins After Record Full-Year Performance
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FY2024 Q4 | Dec 09, 2025 |
| LECO.US | Lincoln Electric Holdings Inc |
Automation Orders Accelerate, Signaling Potential Cyclical Turn as Adjusted EPS Rises 15.4%
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FY2025 Q3 | Dec 09, 2025 |
| LECO.US | Lincoln Electric Holdings Inc |
Guidance Raised on Resilient North American Demand and Pricing Power
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FY2025 Q2 | Dec 08, 2025 |
| LECO.US | Lincoln Electric Holdings Inc |
Full-Year Margin Guidance Lowered as Tariff-Driven Price Hikes Offset Volume Declines; Share Buyback Target Increased
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FY2025 Q1 | Dec 08, 2025 |
| LECO.US | Lincoln Electric Holdings Inc |
Achieves Record 17.6% Full-Year Adjusted Operating Margin Amidst Sales Decline; Sets Cautious 2025 Outlook
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FY2024 Q4 | Dec 08, 2025 |
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