{ "generated": "2026-11-10", "source": "https://earnings.opennash.com", "disclaimer": "Not investment advice. No ratings, recommendations or price targets. Figures come from the company's SEC filings; summaries and transcripts are machine-generated and can contain errors.", "companies": [ { "ticker": "NVDA", "name": "NVIDIA", "sector": "Semiconductors", "quarter": "Q2 FY2027", "key": "2027-q2", "filed": "2026-08-26", "period_end": "2026-07-26", "url": "https://earnings.opennash.com/companies/nvda/2027-q2/", "markdown": "https://earnings.opennash.com/companies/nvda/2027-q2/index.md", "headline": "NVIDIA reported second quarter fiscal 2027 revenue of $96.2 billion, up 106% from a year ago, with Data Center revenue of $89.0 billion, up 117% from a year ago, and GAAP and non-GAAP earnings per diluted share of $2.46 and $2.22, respectively.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$96.2 billion", "change": "up 106% from a year ago", "basis": "" }, { "id": "net_income", "label": "Net income", "value": "$59,688", "change": "up 126% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted earnings per share", "value": "$2.46", "change": "up 128% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Diluted earnings per share", "value": "$2.22", "change": "up 120% from a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "75.0%", "change": "up 2.6 pts from a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$63,734", "change": "up 124% from a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Cash flow from operating activities", "value": "$24.1 billion", "change": "up from $15.4 billion a year ago and down from $50.3 billion a quarter ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$21,341", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$108.0 billion, plus or minus 2%", "low": 105840000000, "high": 110160000000, "unit": "USD" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "74.0%, plus or minus 50 basis points", "low": 73.5, "high": 74.5, "unit": "%" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$9.2 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$9.0 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year fiscal 2027", "value": "between 16.0% and 18.0%", "low": 16.0, "high": 18.0, "unit": "%" }, { "kind": "other", "horizon": "other", "period": "fiscal 2028", "value": "approximately 70 %", "low": null, "high": null, "unit": "%" }, { "kind": "gross_margin", "horizon": "other", "period": "Q4", "value": "71 to 72%", "low": 71.0, "high": 72.0, "unit": "%" }, { "kind": "gross_margin", "horizon": "other", "period": "fiscal year 28", "value": "72 to 73%", "low": 72.0, "high": 73.0, "unit": "%" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "the full year", "value": "low 50s", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "about 20 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": "https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q227/NVDA-F2Q27-Quarterly-Presentation-final-1.pdf", "investor_documents": [ { "title": "Presentation", "kind": "slides", "url": "https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q227/NVDA-F2Q27-Quarterly-Presentation-final-1.pdf" }, { "title": "CFO Commentary", "kind": "commentary", "url": "https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q227/Q2FY27-CFO-Commentary.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s201.q4cdn.com/141608511/files/content_files/TRANSCRIPT_-NVIDIA-Corp-NVDA-US-Q2-2027-Earnings-Call-26-August-2026-5_00-PM-ET.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/842602961" }, { "title": "NVIDIA Quarterly Revenue Trend", "kind": "financials", "url": "https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q227/Q227-Revenue-by-Market-Platform-Slides.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000073/0001045810-26-000073-index.htm" }, { "ticker": "AAPL", "name": "Apple", "sector": "Consumer Technology", "quarter": "Q4 FY2026", "key": "2026-q4", "filed": "2026-11-02", "period_end": "2026-09-26", "url": "https://earnings.opennash.com/companies/aapl/2026-q4/", "markdown": "https://earnings.opennash.com/companies/aapl/2026-q4/index.md", "headline": "Apple reported fourth quarter revenue of $114.5 billion, up 12 percent year over year, with gross margin of 47.9 percent and diluted EPS of $2.10, up 14 percent.", "metrics": [ { "id": "revenue", "label": "Total net sales", "value": "$114.5 billion", "change": "up 12 percent year over year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$30,711", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$2.10", "change": "up 14 percent year over year", "basis": "GAAP" }, { "id": "gross_margin", "label": "Company gross margin", "value": "47.9 percent", "change": "", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$28 billion", "change": "", "basis": "" }, { "id": "other", "label": "Fiscal 2026 revenue", "value": "$479 billion", "change": "", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "December quarter", "value": "between 7 % and 10 % year-over-year", "low": 7.0, "high": 10.0, "unit": "%" }, { "kind": "revenue", "horizon": "next_quarter", "period": "December quarter", "value": 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currency)", "basis": "GAAP" }, { "id": "net_income", "label": "Net income (GAAP)", "value": "$36.6 billion", "change": "up 32% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income (non-GAAP, excluding OpenAI impact)", "value": "$36.4 billion", "change": "up 18% from a year ago (up 19% in constant currency)", "basis": "non-GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS (GAAP)", "value": "$4.92", "change": "up 32% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Diluted EPS (non-GAAP, excluding OpenAI impact)", "value": "$4.89", "change": "up 18% from a year ago (up 19% in constant currency)", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin percentage", "value": "68%", "change": "gross margin dollars up 17%", "basis": "" }, { "id": "operating_margin", "label": "Operating margin", "value": "50%", "change": "up slightly from a year ago", "basis": "" }, { "id": "operating_cash_flow", "label": "Cash flow from 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"next_quarter", "period": "second quarter", "value": "approximately 19 %", "low": null, "high": null, "unit": "%" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "second quarter", "value": "roughly 65 %", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "second quarter", "value": "$32 .7 to $32 .9 billion", "low": 32700000000, "high": 32900000000, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "second quarter", "value": "$18 .5 to $18 .6 billion", "low": 18500000000, "high": 18600000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "second quarter", "value": "roughly negative $300 million", "low": null, "high": null, "unit": "USD" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "second quarter", "value": "approximately 20%", "low": null, "high": null, "unit": "%" }, { "kind": "capex", "horizon": "next_quarter", "period": "second quarter", "value": "over $50 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "calendar year", "value": "approximately 170 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/789019/000119312526436122/0001193125-26-436122-index.htm" }, { "ticker": "AMZN", "name": "Amazon", "sector": "Internet & Retail", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/amzn/2026-q3/", "markdown": "https://earnings.opennash.com/companies/amzn/2026-q3/index.md", "headline": "Amazon's third quarter net sales increased 12% to $201.9 billion, operating income was $28.1 billion with an operating margin of 13.9%, and AWS net sales increased 39.3% to a $184 billion annualized revenue run rate.", "metrics": [ { "id": "revenue", "label": "Net sales", "value": "$201.9 billion", "change": "up 12% from a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$28.1 billion", "change": "up from $17.4 billion a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "13.9%", "change": "", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$20.7 billion", "change": "down from $21.2 billion a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted earnings per share", "value": "$1.89", "change": "down from $1.95 a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow (trailing twelve months)", "value": "$168.3 billion", "change": "up 29% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow (trailing twelve months)", "value": "an outflow of $42.4 billion", "change": "compared with an inflow of $14.8 billion a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "between $240.0 billion and $247.0 billion", "low": 240000000000, "high": 247000000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "between $28.5 billion and $33.5 billion", "low": 28500000000, "high": 33500000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "approximately 60 basis points", "low": null, "high": null, "unit": "other" }, { "kind": "capex", "horizon": "full_year", "period": "2026", "value": "approximately $220 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "2027 and 2028", "value": "over 40%", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": "https://s2.q4cdn.com/299287126/files/doc_earnings/2026/q3/presentation/Webslides_Q326.pdf", "investor_documents": [ { "title": "Presentation", 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31.8% and EPS of $2.12.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$127.6 billion", "change": "up 25% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income available to common stockholders", "value": "$26.2 billion", "change": "down 25% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$2.12", "change": "down from $2.87 a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$40,576", "change": "up 30% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "31.8%", "change": "up from 30.5% a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$42.3 billion", "change": "down 13% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$(9,065)", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "capex", "horizon": "full_year", "period": "full-year 2026", "value": "$195 to $205 billion", "low": 195000000000, "high": 205000000000, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "next 24 months", "value": "just over 55 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": "https://s206.q4cdn.com/479360582/files/doc_financials/2026/q3/2026q3-alphabet-earnings-slides.pdf", "investor_documents": [ { "title": "Earnings Slides", "kind": "slides", "url": "https://s206.q4cdn.com/479360582/files/doc_financials/2026/q3/2026q3-alphabet-earnings-slides.pdf" }, { "title": "Webcast & Transcript", "kind": "transcript", "url": "https://abc.xyz/investor/events/event-details/2026/2026-Q3-Earnings-Call-2026-Ujou16CTw9/default.aspx" }, { "title": "Document", "kind": "other", "url": "https://s206.q4cdn.com/479360582/files/doc_financials/2026/q3/GOOG-10-Q-Q3-2026.pdf" }, { "title": "HTML", "kind": "other", "url": "https://www.sec.gov/Archives/edgar/data/1652044/000165204426000084/goog-20260930.htm" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1652044/000165204426000080/0001652044-26-000080-index.htm" }, { "ticker": "META", "name": "Meta Platforms", "sector": "Internet & Advertising", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-21", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/meta/2026-q3/", "markdown": "https://earnings.opennash.com/companies/meta/2026-q3/index.md", "headline": "Meta reported Q3 2026 revenue of $64.60 billion, an increase of 26% year-over-year, and diluted EPS of $3.83, which includes a $9.89 billion charge related to the agreement with U.S. State Attorneys General.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$64.60 billion", "change": "up 26% year-over-year on both a reported and constant currency basis", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$9,860", "change": "up 264% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$3.83", "change": "up 265% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Diluted EPS excluding the legal charge", "value": "$7.40", "change": "", "basis": "" }, { "id": "operating_income", "label": "Income from operations", "value": "$12,988", "change": "down 37% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "20%", "change": "down from 40% a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Cash flow from operating activities", "value": "$32.79 billion", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "negative $2.12 billion", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Capital expenditures, including principal payments on finance leases", "value": "$34.91 billion", "change": "", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "$73-76 billion", "low": 73000000000, "high": 76000000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "approximately 1%", "low": null, "high": null, "unit": "%" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "between 15-17%", "low": 15.0, "high": 17.0, "unit": "%" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "full year 2026", "value": "$175-179 billion", "low": 175000000000, "high": 179000000000, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "2026", "value": "$135-145 billion", "low": 135000000000, "high": 145000000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$18-19 billion", "low": 18000000000, "high": 19000000000, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "2027", "value": "around $15 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://s21.q4cdn.com/399680738/files/content_files/Earnings-Presentation-Q3-2026.pdf", "investor_documents": [ { "title": "Earnings Slides", "kind": "slides", "url": "https://s21.q4cdn.com/399680738/files/content_files/Earnings-Presentation-Q3-2026.pdf" }, { "title": "Earnings Call Transcript", "kind": "transcript", "url": "https://s21.q4cdn.com/399680738/files/content_files/META-Q3-2026-Earnings-Call-Transcript.pdf" }, { "title": "Follow Up Call Transcript", "kind": "transcript", "url": "https://s21.q4cdn.com/399680738/files/content_files/META-Q3-2026-Follow-Up-Call-Transcript.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/132342320" }, { "title": "Balance Sheet", "kind": "other", "url": "https://s21.q4cdn.com/399680738/files/content_files/Downloadable-BS-Q3-26.xlsx" }, { "title": "Income Statement", "kind": "other", "url": 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(2026)", "value": "approximately 20 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "by the end of the year", "value": "400 MW", "low": null, "high": null, "unit": "other" }, { "kind": "other", "horizon": "other", "period": "approximately 2030", "value": "5 million vehicles a year", "low": null, "high": null, "unit": "other" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/0001628280-26-066738-index.htm" }, { "ticker": "AVGO", "name": "Broadcom", "sector": "Semiconductors", "quarter": "Q3 FY2026", "key": "2026-q3", "filed": "2026-09-02", "period_end": "2026-08-02", "url": "https://earnings.opennash.com/companies/avgo/2026-q3/", "markdown": "https://earnings.opennash.com/companies/avgo/2026-q3/index.md", "headline": "Broadcom reported third quarter fiscal year 2026 revenue of $29.6 billion, up 86 percent from the prior year period, with GAAP diluted EPS of $2.68 and Non-GAAP diluted EPS of $3.32.", "metrics": [ { "id": "revenue", "label": "Net revenue", "value": "$29.6 billion", "change": "up 86 percent from the prior year period", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$13,088", "change": "+216%", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$2.68", "change": "+215%", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Diluted EPS (non-GAAP)", "value": "$3.32", "change": "+96%", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$16.0 billion", "change": "+171%", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income (non-GAAP)", "value": "$20.1 billion", "change": "+92%", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Operating margin (non-GAAP)", "value": "67.9 %", "change": "up 240 basis points year over year", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "75 %", "change": "down 210 basis points sequentially", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash from operations", "value": "$14.2 billion", "change": "+98%", "basis": "" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$13.7 billion", "change": "+95%", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of fiscal year 2026", "value": "$34.8 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "fourth quarter of fiscal year 2026", "value": "approximately 66 percent", "low": null, "high": null, "unit": "%" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "Q4 fiscal 2026", "value": "approximately 73%", "low": null, "high": null, "unit": "%" }, { "kind": "tax_rate", "horizon": "full_year", "period": "Q4 and fiscal year 2026", "value": "approximately 16%", "low": null, "high": null, "unit": "%" }, { "kind": "capex", "horizon": "next_quarter", "period": "Q4 fiscal 2026", "value": "1.4 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "revenue", "horizon": "next_quarter", "period": "Q4 fiscal 2026", "value": "approximately $8.7 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "Q4 fiscal 2026", "value": "$21.7 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2026", "value": "$58 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "fiscal 2027", "value": "approximately $115 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "fiscal 2028", "value": "$230 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000076/0001730168-26-000076-index.htm" }, { "ticker": "NFLX", "name": "Netflix", "sector": "Media & Streaming", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-20", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/nflx/2026-q3/", "markdown": "https://earnings.opennash.com/companies/nflx/2026-q3/index.md", "headline": "Netflix Q3 revenue grew 12% year over year to $12.9B, with operating margin of 34.6% and diluted EPS of $0.87.", "metrics": [ { "id": "revenue", "label": "Q3 revenue", "value": "$12.9B", "change": "up 12% year over year (11% F/X neutral)", "basis": "GAAP" }, { "id": "operating_income", "label": "Q3 operating income", "value": "$4.5B", "change": "+37% year over year", "basis": "GAAP" }, { "id": "operating_margin", "label": "Q3 operating margin", "value": "34.6%", "change": "up from 28.2% in Q3\u201925", "basis": "GAAP" }, { "id": "net_income", "label": "Q3 net income (in 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basis.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$13.4 billion", "change": "up 45% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$2.4 billion", "change": "up 95% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.46", "change": "up 95% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Diluted EPS (non-GAAP)", "value": "$2.09", "change": "up 74% from a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "54%", "change": "up 2 ppts from a year ago", "basis": "GAAP" }, { "id": "gross_margin", "label": "Gross margin (non-GAAP)", "value": "56%", "change": "up 2 ppts from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$2.8 billion", "change": "up 123% from a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income (non-GAAP)", "value": 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"revenue", "label": "Revenue", "value": "$11.3 billion", "change": "up 11% Y/Y and in CC", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$3,526", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$4.29", "change": "up 119% Y/Y", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted EPS", "value": "$5.90", "change": "up 103% Y/Y", "basis": "non-GAAP" }, { "id": "operating_income", "label": "GAAP income from operations", "value": "$2,331", "change": "", "basis": "GAAP" }, { "id": "operating_margin", "label": "GAAP operating margin", "value": "20.5%", "change": "", "basis": "GAAP" }, { "id": "operating_margin", "label": "Non-GAAP operating margin", "value": "34.1%", "change": "", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$1.3 billion", "change": "up 71% Y/Y", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$1.1 billion", "change": "up 81% Y/Y", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "third quarter FY27", "value": "$11.42 billion to $11.5 billion", "low": 11420000000, "high": 11500000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "third quarter FY27", "value": "approximately 14%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "next_quarter", "period": "third quarter FY27", "value": "$1.81 - $1.83", "low": 1.81, "high": 1.83, "unit": "USD/share" }, { "kind": "eps", "horizon": "next_quarter", "period": "third quarter FY27", "value": "$3.42 - $3.44", "low": 3.42, "high": 3.44, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "three months ended October 31, 2026", "value": "approximately 21.8%", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "full year FY27", "value": "$46.1 billion to $46.4 billion", "low": 46100000000, "high": 46400000000, "unit": "USD" }, { "kind": "operating_margin", "horizon": "full_year", "period": "full year FY27", "value": "20.1%", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "full year FY27", "value": "34.3%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "full year FY27", "value": "$10.21 - $10.25", "low": 10.21, "high": 10.25, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "full year FY27", "value": "$16.67 - $16.71", "low": 16.67, "high": 16.71, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "full year FY27", "value": "approximately 4% - 5%", "low": 4, "high": 5, "unit": "%" }, { "kind": "capex", "horizon": "full_year", "period": "full year FY27", "value": "Approximately 1.5% of revenue", "low": null, "high": null, "unit": "%" }, { "kind": "tax_rate", "horizon": "full_year", "period": "year ended January 31, 2027", "value": "22.3%", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": "https://s205.q4cdn.com/626266368/files/doc_financials/2027/q2/CRM-Q2-FY27-Quarterly-Investor-Deck.pdf", "investor_documents": [ { "title": "Earnings Presentation", "kind": "slides", "url": "https://s205.q4cdn.com/626266368/files/doc_financials/2027/q2/CRM-Q2-FY27-Quarterly-Investor-Deck.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s205.q4cdn.com/626266368/files/doc_financials/2027/q2/Salesforce-Q2-FY27-Earnings-Transcript.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://salesforce-q2-fy27-earnings-conference-call.open-exchange.net/registration" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000187/0001108524-26-000187-index.htm" }, { "ticker": "COST", "name": "Costco", "sector": "Retail", "quarter": "Q4 FY2026", "key": "2026-q4", "filed": "2026-09-24", "period_end": "2026-08-30", "url": "https://earnings.opennash.com/companies/cost/2026-q4/", "markdown": "https://earnings.opennash.com/companies/cost/2026-q4/index.md", "headline": "Costco's fourth-quarter net sales increased 11.2 percent, to $93.9 billion, and net income was $2.998 billion, or $6.75 per diluted share, versus $2.610 billion, or $5.87, last year.", "metrics": [ { "id": "revenue", "label": "Net sales (16 weeks)", "value": "$93.9 billion", "change": "up 11.2 percent from $84.4 billion last year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$2.998 billion", "change": "compared to $2.610 billion last year", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$6.75", "change": "compared to $5.87 last year", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "3,801", "change": "compared to 3,341 last year", "basis": "GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "11.02%", "change": "-11 bps vs Q4 FY\u201925", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow (52 weeks)", "value": "15,825", "change": "compared to 13,335 last year", "basis": "GAAP" } ], "outlook": [ { "kind": "capex", "horizon": "full_year", "period": "fiscal year 2027", "value": "approximately $7.5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "33 warehouses", "low": null, "high": null, "unit": "other" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/909832/000090983226000084/0000909832-26-000084-index.htm" }, { "ticker": "WMT", "name": "Walmart", "sector": "Retail", "quarter": "Q2 FY2027", "key": "2027-q2", "filed": "2026-08-20", "period_end": "2026-07-31", "url": "https://earnings.opennash.com/companies/wmt/2027-q2/", "markdown": "https://earnings.opennash.com/companies/wmt/2027-q2/index.md", "headline": "Walmart reported second-quarter revenue of $187.9 billion, up 5.9%, with GAAP EPS of $0.80 and Adjusted EPS of $0.81, and raised its FY27 outlook.", "metrics": [ { "id": "revenue", "label": "Total revenue", "value": "$187.9 billion", "change": "up 5.9%, or 5.1% in constant currency", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to Walmart", "value": "$6,366", "change": "down 9.4% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.80", "change": "down 9.1% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$0.81", "change": "up 19.1% from a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Consolidated gross profit rate", "value": "25.4%", "change": "up 96 bps from a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$9,383", "change": "up 28.8% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", 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2027", "value": "$0.62 to $0.64", "low": 0.62, "high": 0.64, "unit": "USD/share" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal year 2027", "value": "4.0% to 5.0%", "low": 4.0, "high": 5.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "7.0% to 8.5%", "low": 7.0, "high": 8.5, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal year 2027", "value": "$2.80 to $2.87", "low": 2.8, "high": 2.87, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal year 2027", "value": "Approximately 23.5% to 24.5%", "low": 23.5, "high": 24.5, "unit": "%" }, { "kind": "capex", "horizon": "full_year", "period": "fiscal year 2027", "value": "Approximately 4.0% of net sales", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "Increase approximately $200M to $300M", "low": 200000000, "high": 300000000, "unit": "USD" } ], "transcript": true, "slides": "https://stock.walmart.com/_assets/_8c8425b76a1d46bbbbc16466da2a6b9c/walmart/db/938/9996/presentation/Earnings+Presentation+%28FY27+Q2%29.pdf", "investor_documents": [ { "title": "Presentation PDF", "kind": "slides", "url": "https://stock.walmart.com/_assets/_8c8425b76a1d46bbbbc16466da2a6b9c/walmart/db/938/9996/presentation/Earnings+Presentation+%28FY27+Q2%29.pdf" }, { "title": "Transcript - Management Call PDF", "kind": "transcript", "url": "https://stock.walmart.com/_assets/_8c8425b76a1d46bbbbc16466da2a6b9c/walmart/db/938/9996/transcript_management_call/Earnings+Transcript+%28FY27+Q2%29.pdf" }, { "title": "Earnings Terminology PDF", "kind": "other", "url": "https://stock.walmart.com/_assets/_8c8425b76a1d46bbbbc16466da2a6b9c/walmart/db/938/9996/earnings_terminology/Earnings+Terminology+%28FY27+Q2%29.pdf" }, { "title": "13-Week Comparable Sales PDF", "kind": "other", "url": 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{ "id": "revenue", "label": "Reported net revenue", "value": "$50.2 billion", "change": "up 8% from a year ago", "basis": "GAAP" }, { "id": "revenue", "label": "Managed net revenue", "value": "$50.9 billion", "change": "up 8% from a year ago", "basis": "non-GAAP" }, { "id": "net_income", "label": "Net income", "value": "$15.3 billion", "change": "up 6% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted earnings per share", "value": "$5.57", "change": "up 10% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "EPS excluding net investment securities losses", "value": "$5.75", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "CET1 capital ratio, Standardized", "value": "13.9%", "change": "", "basis": "" } ], "outlook": [ { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter", "value": "approximately 25.5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter", "value": "about 28 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "fourth quarter", "value": "about $27.5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "approximately 3.2%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "other", "period": "2027", "value": "approximately 107 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2026/3rd-quarter/2b5b9a7e-a968-4985-94ad-5fa949a08d1c.pdf", "investor_documents": [ { "title": "3Q26 Earnings Presentation", "kind": "slides", "url": 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"MU", "name": "Micron", "sector": "Semiconductors", "quarter": "Q4 FY2026", "key": "2026-q4", "filed": "2026-09-30", "period_end": "2026-09-03", "url": "https://earnings.opennash.com/companies/mu/2026-q4/", "markdown": "https://earnings.opennash.com/companies/mu/2026-q4/index.md", "headline": "Micron reported fiscal fourth-quarter 2026 revenue of $54.23 billion, GAAP net income of $37.70 billion, or $32.87 per diluted share, and non-GAAP net income of $38.40 billion, or $33.42 per diluted share.", "metrics": [ { "id": "revenue", "label": "Fiscal Q4 2026 revenue", "value": "$54.23 billion", "change": "up 379% year-over-year", "basis": "GAAP" }, { "id": "net_income", "label": "Fiscal Q4 2026 GAAP net income", "value": "$37.70 billion", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Fiscal Q4 2026 GAAP diluted EPS", "value": "$32.87", "change": "", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Fiscal Q4 2026 non-GAAP diluted EPS", "value": "$33.42", "change": "up 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"outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$61.5 billion \u00b1 $1.5 billion", "low": 60000000000, "high": 63000000000, "unit": "USD" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "Approximately 86.25%", "low": null, "high": null, "unit": "%" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "Approximately $2.06 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$38.15 \u00b1 $1.00", "low": 37.15, "high": 39.15, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "fiscal Q1 and fiscal 2027", "value": "around 15.5 percent", "low": null, "high": null, "unit": "%" }, { "kind": "capex", "horizon": "next_quarter", "period": "fiscal Q1 2027", "value": "around $11.5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "other", "period": "first half of fiscal 2027", "value": "approximately $25 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "fiscal 2027", "value": "approximately $2.5 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://s25.q4cdn.com/621799436/files/doc_financials/2026/q4/Q4-26-Earnings-Deck.pdf", "investor_documents": [ { "title": "Presentation", "kind": "slides", "url": "https://s25.q4cdn.com/621799436/files/doc_financials/2026/q4/Q4-26-Earnings-Deck.pdf" }, { "title": "Prepared remarks", "kind": "commentary", "url": "https://s25.q4cdn.com/621799436/files/doc_financials/2026/q4/Q4-FY26-Prepared-Remarks.pdf" }, { "title": "10-K", "kind": "other", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000723125/5dafce68-38e8-4cad-a8f3-ab56d04d73fd.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000018/0000723125-26-000018-index.htm" }, { "ticker": "INTC", "name": "Intel", "sector": "Semiconductors", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-26", "url": "https://earnings.opennash.com/companies/intc/2026-q3/", "markdown": "https://earnings.opennash.com/companies/intc/2026-q3/index.md", "headline": "Third-quarter revenue was $16.5 billion, up 21% year-over-year (YoY), with earnings per share (EPS) attributable to Intel of $0.60 and non-GAAP EPS attributable to Intel of $0.52.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$16.5 billion", "change": "up 21% year-over-year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to Intel", "value": "$3,320", "change": "down 18% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS attributable to Intel", "value": "$0.60", "change": "down 33% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP EPS attributable to Intel", "value": "$0.52", "change": "up 126% from a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "43.0%", "change": "up 4.8 ppts from a year ago", "basis": "GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "44.1%", "change": "up 4.1 ppts from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "2,522", "change": "", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$3,234", "change": "", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "15.3%", "change": "up 10.3 ppts from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "19.6%", "change": "up 8.4 ppts from a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash from operations", "value": "$5.1 billion", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Adjusted free cash flow", "value": "$1,639", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$15.0 billion to $16.0 billion", "low": 15000000000, "high": 16000000000, "unit": "USD" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "38.0%", "low": null, "high": null, "unit": "%" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "37.1%", "low": null, "high": null, "unit": "%" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "11%", "low": null, "high": null, "unit": "%" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "31%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$0.25", "low": null, "high": null, "unit": "USD/share" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$0.10", "low": null, "high": null, "unit": "USD/share" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$4.4 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "full year 2026", "value": "$16.3 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "2026", "value": "$20 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "approximately 12%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "other", "period": "2027", "value": "roughly 10%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "Q4 2026", "value": "approximately $250 million", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://d1io3yog0oux5.cloudfront.net/_ae41de1e3c92a2d70014908a6d92f612/intel/db/887/9273/earnings_presentation/Q3_2026_Earnings_Deck.pdf", "investor_documents": [ { "title": "Earnings Presentation", "kind": "slides", "url": "https://d1io3yog0oux5.cloudfront.net/_ae41de1e3c92a2d70014908a6d92f612/intel/db/887/9273/earnings_presentation/Q3_2026_Earnings_Deck.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/50863/000005086326000188/0000050863-26-000188-index.htm" }, { "ticker": "DIS", "name": "Disney", "sector": "Media & Streaming", "quarter": "Q3 FY2026", "key": "2026-q3", "filed": "2026-08-05", "period_end": "2026-06-27", "url": "https://earnings.opennash.com/companies/dis/2026-q3/", "markdown": "https://earnings.opennash.com/companies/dis/2026-q3/index.md", "headline": "Disney's fiscal Q3 revenues increased 7% to $25.2 billion and adjusted EPS increased to $2.06 from $1.61, while diluted EPS decreased to $1.51 from $2.92.", "metrics": [ { "id": "revenue", "label": "Revenues", "value": "$25.2 billion", "change": "up 7% from $23.7 billion in Q3 fiscal 2025", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to Disney", "value": "$2,638", "change": "down from $5,262 a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.51", "change": "decreased from $2.92 in Q3 fiscal 2025", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$2.06", "change": "increased from $1.61 in Q3 fiscal 2025", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Total segment operating income", "value": "$5.6 billion", "change": "up 21% from $4.6 billion in Q3 fiscal 2025", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash provided by operations", "value": "$4,866", "change": "up 33% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$3,072", "change": "up 63% from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "eps", "horizon": "full_year", "period": "fiscal 2026, excluding the 53rd week", "value": "approximately 12%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2026, including the 53rd week", "value": "approximately 16%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of fiscal 2026", "value": "approximately $4.9 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2026", "value": "at least $9 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2026", "value": "at least $19 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "fiscal 2026", "value": "approximately $9 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://s206.q4cdn.com/979796730/files/doc_financials/2026/q3/q3-fy26-earnings.pdf", "investor_documents": [ { "title": "Shareholder Letter of Q3 2026, PDF file, (opens in new window)", "kind": "letter", "url": "https://s206.q4cdn.com/979796730/files/doc_financials/2026/q3/q3-fy26-earnings.pdf" }, { "title": "Financial Reconciliations of Q3 2026, PDF file, (opens in new window)", "kind": "other", "url": "https://s206.q4cdn.com/979796730/files/doc_financials/2026/q3/q3-fy26-financial-reconciliations.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1744489/000174448926000056/0001744489-26-000056-index.htm" }, { "ticker": "UBER", "name": "Uber", "sector": "Internet & Mobility", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-04", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/uber/2026-q3/", "markdown": "https://earnings.opennash.com/companies/uber/2026-q3/index.md", "headline": "Uber reported Q3 2026 Gross Bookings up 20% to $59.8 billion, GAAP Income from operations of $1.4 billion, Non-GAAP Operating Income of $2.3 billion, up 38% year-over-year, and Non-GAAP EPS of $0.88, up 35% year-over-year.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$14.8 billion", "change": "up 10% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to Uber Technologies, Inc.", "value": "$512 million", "change": "down 92% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.25", "change": "down 92% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP EPS", "value": "$0.88", "change": "up 35% from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "GAAP Income from operations", "value": "$1.4 billion", "change": "up 30% from a year ago", "basis": "GAAP" }, { "id": "other", "label": "Non-GAAP Operating Income", "value": "$2.3 billion", "change": "up 38% from a year ago", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Non-GAAP Operating Income as a percentage of Gross Bookings", "value": "3.9%", "change": "up from 3.4% in Q3 2025", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$2.6 billion", "change": "up 13% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$2.5 billion", "change": "up 14% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Gross Bookings", "value": "$59.8 billion", "change": "up 20% from a year ago, 20% in constant currency", "basis": "" } ], "outlook": [ { "kind": "other", "horizon": "next_quarter", "period": "Q4 2026", "value": "$63.25 billion to $65.25 billion", "low": 63250000000, "high": 65250000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "Q4 2026", "value": "18% to 22%", "low": 18, "high": 22, "unit": "%" }, { "kind": "eps", "horizon": "next_quarter", "period": "Q4 2026", "value": "$0.95 to $0.99", "low": 0.95, "high": 0.99, "unit": "USD/share" }, { "kind": "other", "horizon": "next_quarter", "period": "Q4 2026", "value": "$3.13 billion to $3.23 billion", "low": 3130000000, "high": 3230000000, "unit": "USD" } ], "transcript": true, "slides": "https://s23.q4cdn.com/407969754/files/doc_earnings/2026/q3/supplemental-info/Uber-Q3-26-Earnings-Supplemental-Data.pdf", "investor_documents": [ { "title": "Supplemental Information", "kind": "slides", "url": "https://s23.q4cdn.com/407969754/files/doc_earnings/2026/q3/supplemental-info/Uber-Q3-26-Earnings-Supplemental-Data.pdf" }, { "title": "Prepared Remarks", "kind": "commentary", "url": "https://s23.q4cdn.com/407969754/files/doc_earnings/2026/q3/transcript/Uber-Q3-26-Prepared-Remarks.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s23.q4cdn.com/407969754/files/doc_events/2026/Nov/04/Uber-Q3-Earnings-Call-Transcript.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/801602670" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1543151/000154315126000039/0001543151-26-000039-index.htm" }, { "ticker": "COIN", "name": "Coinbase", "sector": "Financial Technology", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/coin/2026-q3/", "markdown": "https://earnings.opennash.com/companies/coin/2026-q3/index.md", "headline": "Coinbase reported Q3 2026 total revenue of $1.2B, net income of $719M and Adjusted EBITDA of $333M.", "metrics": [ { "id": "revenue", "label": "Total revenue", "value": "$1.2B", "change": "down 35% from a year ago, flat from the prior quarter", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$719M", "change": "up 66% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted net income per share", "value": "2.51", "change": "up 67% from a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "61.7", "change": "down 87% from a year ago", "basis": "GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$333M", "change": "up 60% from the prior quarter", "basis": "non-GAAP" } ], "outlook": [ { "kind": "other", "horizon": "next_quarter", "period": "Q4'26", "value": "$550-$630 million", "low": 550000000, "high": 630000000, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "Q4'26", "value": "$1,007-$1,157 million", "low": 1007000000, "high": 1157000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "Q4'26", "value": "~$240 million", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "2026", "value": "$4,290 million to $4,450 million", "low": 4290000000, "high": 4450000000, "unit": "USD" } ], "transcript": true, "slides": "https://s27.q4cdn.com/397450999/files/content_files/Q3_26-Earnings-Deck.pdf", "investor_documents": [ { "title": "Earnings Presentation", "kind": "slides", "url": "https://s27.q4cdn.com/397450999/files/content_files/Q3_26-Earnings-Deck.pdf" }, { "title": "Earnings Presentation Video", "kind": "slides", "url": "https://youtu.be/YjqVTrCN6IM" }, { "title": "Earnings Presentation Transcript", "kind": "transcript", "url": "https://s27.q4cdn.com/397450999/files/content_files/Q3_26-Earnings-Presentation-Transcript.pdf" }, { "title": "Analyst Call Transcript", "kind": "transcript", "url": "https://s27.q4cdn.com/397450999/files/content_files/Q3_26-Earnings-Analyst-Call-Transcript.pdf" }, { "title": "Earnings Call Transcript", "kind": "transcript", "url": "https://s27.q4cdn.com/397450999/files/content_files/Q3_26-Earnings-AMA-Call-Transcript.pdf" }, { "title": "Earnings Webcast", "kind": "webcast", "url": "https://www.youtube.com/live/sWu_H4FY4A4" }, { "title": "10-Q", "kind": "other", "url": "https://s27.q4cdn.com/397450999/files/content_files/Coinbase-Global_-Inc-Q3-2026-10Q.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1679788/000167978826000121/0001679788-26-000121-index.htm" }, { "ticker": "SNOW", "name": "Snowflake", "sector": "Software", "quarter": "Q2 FY2027", "key": "2027-q2", "filed": "2026-09-02", "period_end": "2026-07-31", "url": "https://earnings.opennash.com/companies/snow/2027-q2/", "markdown": "https://earnings.opennash.com/companies/snow/2027-q2/index.md", "headline": "Snowflake reported product revenue of $1.49 billion in the second quarter, representing 37% year-over-year growth, and revenue of $1.55 billion, representing 35% year-over-year growth, with a net revenue retention rate of 126%.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$1.55 billion", "change": "up 35% from a year ago", "basis": "GAAP" }, { "id": "other", "label": "Product revenue", "value": "$1.49 billion", "change": "up 37% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net loss attributable to Snowflake Inc.", "value": "$(191,720)", "change": "compared with a net loss of $(298,017) a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "GAAP net loss per share, basic and diluted", "value": "$(0.55)", "change": "compared with $(0.89) a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP net income per share, diluted", "value": "$0.62", "change": "compared with $0.35 a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Non-GAAP product gross margin", "value": "74.7%", "change": "", "basis": "non-GAAP" }, { "id": "operating_income", "label": "GAAP operating income (loss)", "value": "($263.0)", "change": "", "basis": "GAAP" }, { "id": "operating_income", "label": "Non-GAAP operating income", "value": "$237.0", "change": "", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Non-GAAP operating margin", "value": "15.3%", "change": "", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$91.4", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$83.8", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted free cash flow", "value": "$92.3", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Remaining performance obligations", "value": "$9.00 billion", "change": "up 30% from a year ago", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$1,588 million to $1,593 million", "low": 1588000000, "high": 1593000000, "unit": "USD" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "15.5%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "382 million", "low": null, "high": null, "unit": "other" }, { "kind": "revenue", "horizon": "full_year", "period": "full-year of fiscal 2027", "value": "$6,070 million", "low": null, "high": null, "unit": "USD" }, { "kind": "gross_margin", "horizon": "full_year", "period": "full-year of fiscal 2027", "value": "74.0%", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "full-year of fiscal 2027", "value": "14.5%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full-year of fiscal 2027", "value": "23.0%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full-year of fiscal 2027", "value": "380 million", "low": null, "high": null, "unit": "other" } ], "transcript": true, "slides": "https://s26.q4cdn.com/463892824/files/content_files/Q2-FY2027-Investor-Presentation_vFF.pdf", 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"Q3 2026", "key": "2026-q3", "filed": "2026-10-27", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/ba/2026-q3/", "markdown": "https://earnings.opennash.com/companies/ba/2026-q3/index.md", "headline": "Boeing reported third quarter revenue of $24.2 billion, GAAP loss per share of ($0.26), core loss per share (non-GAAP) of ($0.34), operating cash flow of $1.5 billion and a record total backlog of $745 billion.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$24.2 billion", "change": "up 4% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net loss", "value": "($116)", "change": "from ($5,339) a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted loss per share", "value": "($0.26)", "change": "from ($7.14) a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Core loss per share", "value": "($0.34)", "change": "from ($7.47) a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Earnings from operations", "value": "$354", "change": "from ($4,781) a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "1.5%", "change": "from (20.5)% a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$1.5 billion", "change": "up 33% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$0.5 billion", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Total backlog", "value": "$745 billion", "change": "", "basis": "" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "2026", "value": "approximately $2 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "2028", "value": "about $6 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "2029", "value": "$10 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "other", "period": "2027", "value": "$5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "other", "period": "2028 and 2029", "value": "$4 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "90 to 100 airplanes", "low": 90, "high": 100, "unit": "other" }, { "kind": "other", "horizon": "other", "period": "2027", "value": "up 10 % plus", "low": null, "high": null, "unit": "other" }, { "kind": "other", "horizon": "other", "period": "back half of 2027", "value": "rate 52", "low": null, "high": null, "unit": "other" } ], "transcript": true, "slides": "https://s2.q4cdn.com/661678649/files/doc_financials/2026/q3/Presentation.pdf", "investor_documents": [ { "title": "Presentation", "kind": "slides", "url": "https://s2.q4cdn.com/661678649/files/doc_financials/2026/q3/Presentation.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s2.q4cdn.com/661678649/files/content_files/Transcript.pdf" }, { "title": "10-Q", "kind": "other", "url": "https://s2.q4cdn.com/661678649/files/doc_financials/2026/q3/2026-09-Sep-30-10-Q-and-Exhibits.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/12927/000162828026067411/0001628280-26-067411-index.htm" }, { "ticker": "NKE", "name": "Nike", "sector": "Consumer Brands", "quarter": "Q1 FY2027", "key": "2027-q1", "filed": "2026-10-01", "period_end": "2026-08-31", "url": "https://earnings.opennash.com/companies/nke/2027-q1/", "markdown": "https://earnings.opennash.com/companies/nke/2027-q1/index.md", "headline": "Nike reported first quarter revenues of $11.2 billion, down 4 percent on a reported basis, gross margin of 42.8 percent and Diluted earnings per share of $0.48.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$11.2 billion", "change": "down 4 percent on a reported basis and down 5 percent on a currency-neutral basis", "basis": "GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "42.8 percent", "change": "expanded 60 basis points", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$0.7 billion", "change": "down 2 percent", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.48", "change": "down from $0.49 a year ago", "basis": "GAAP" } ], "outlook": [ { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal 2027", "value": "mid-20 percent range", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2027", "value": "$1.15 to $1.35", "low": 1.15, "high": 1.35, "unit": "USD/share" }, { "kind": "revenue", "horizon": "next_quarter", "period": "second quarter of fiscal 2027", "value": "approximately 400 basis points", "low": null, "high": null, "unit": "other" }, { "kind": "other", "horizon": "other", "period": "through fiscal 2031", "value": "approximately $2.5 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/320187/000032018726000184/0000320187-26-000184-index.htm" }, { "ticker": "SBUX", "name": "Starbucks", "sector": "Restaurants", "quarter": "Q4 FY2026", "key": "2026-q4", "filed": "2026-10-29", "period_end": "2026-09-27", "url": "https://earnings.opennash.com/companies/sbux/2026-q4/", "markdown": "https://earnings.opennash.com/companies/sbux/2026-q4/index.md", "headline": "Starbucks reported Q4 consolidated net revenues down 4% to $9.1 billion, global comparable coffeehouse sales up 7.2%, GAAP EPS of $0.59 (up 392%) and non-GAAP EPS of $0.80 (up 54%).", "metrics": [ { "id": "revenue", "label": "Q4 consolidated net revenues", "value": "$9.1 billion", "change": "down 4% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Q4 net earnings attributable to Starbucks", "value": "$677.2", "change": "up 408.8% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Q4 diluted EPS", "value": "$0.59", "change": "up 392% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Q4 non-GAAP EPS", "value": "$0.80", "change": "up 54% from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Q4 non-GAAP operating income", "value": "$1,276.9", "change": "up 42.5% from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Q4 GAAP operating income", "value": "$991.8", "change": "up 256.5% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Q4 GAAP operating margin", "value": "10.8%", "change": "up 790 basis points from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Q4 non-GAAP operating margin", "value": "14.0%", "change": "up 460 basis points from a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Fiscal 2026 net cash provided by operating activities", "value": "4,988.4", "change": "", "basis": "GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "fiscal year 2027", "value": "decline by approximately 1%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "approximately 4.0%", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal year 2027", "value": "13.5% to 14.0%", "low": 13.5, "high": 14.0, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal year 2027", "value": "$3.15 to $3.25", "low": 3.15, "high": 3.25, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "approximately 1,200", "low": null, "high": null, "unit": "other" }, { "kind": "capex", "horizon": "full_year", "period": "fiscal year 2027", "value": "approximately 5 % of net revenues", "low": null, "high": null, "unit": "%" }, { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal year 2027", "value": "roughly in line with or slightly below fiscal 26", "low": null, "high": null, "unit": "other" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "approximately $1 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "decline by approximately 10%", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": "https://s203.q4cdn.com/326826266/files/content_files/Q4-FY26-Earnings-at-a-Glance.pdf", "investor_documents": [ { "title": "Earnings at a Glance", "kind": "slides", "url": "https://s203.q4cdn.com/326826266/files/content_files/Q4-FY26-Earnings-at-a-Glance.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s203.q4cdn.com/326826266/files/content_files/Q4-FY26-SBUX-Transcript.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/829224/000082922426000154/0000829224-26-000154-index.htm" }, { "ticker": "HOOD", "name": "Robinhood", "sector": "Financial Technology", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-27", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/hood/2026-q3/", "markdown": "https://earnings.opennash.com/companies/hood/2026-q3/index.md", "headline": "Robinhood reported record revenues of $1.4 billion, up 12% year-over-year, with Diluted EPS down 16% year-over-year to $0.51, Adjusted EPS down 3% year-over-year to $0.60, and Net Deposits of $16 billion.", "metrics": [ { "id": "revenue", "label": "Total net revenues", "value": "$1.42 billion", "change": "up 12% year-over-year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$476 million", "change": "down 14% year-over-year", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.51", "change": "down 16% year-over-year", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$0.60", "change": "down 3% year-over-year", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$808 million", "change": "up 9% year-over-year", "basis": "non-GAAP" }, { "id": "other", "label": "Net Deposits", "value": "$15.7 billion", "change": "17% annualized growth rate relative to Total Platform Assets at the end of Q2 2026", "basis": "" }, { "id": "other", "label": "Total Platform Assets", "value": "$396 billion", "change": "up 19% year-over-year", "basis": "" }, { "id": "other", "label": "Total operating expenses", "value": "$739 million", "change": "up 16% year-over-year", "basis": "GAAP" } ], "outlook": [ { "kind": "operating_expenses", "horizon": "full_year", "period": "2026 Adjusted Operating Expenses and SBC", "value": "$2.675 to $2.75 billion", "low": 2675000000, "high": 2750000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$100 million", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1783879/000178387926000164/0001783879-26-000164-index.htm" }, { "ticker": "CRWD", "name": "CrowdStrike", "sector": "Software", "quarter": "Q2 FY2027", "key": "2027-q2", "filed": "2026-08-26", "period_end": "2026-07-31", "url": "https://earnings.opennash.com/companies/crwd/2027-q2/", "markdown": "https://earnings.opennash.com/companies/crwd/2027-q2/index.md", "headline": "CrowdStrike delivered record net new ARR of $333 million, total revenue of $1.47 billion (a 26% increase), ARR of $5.84 billion and Q2 record free cash flow of $377 million.", "metrics": [ { "id": "revenue", "label": "Total revenue", "value": "$1.47 billion", "change": "a 26% increase, compared to $1.17 billion in the second quarter of fiscal 2026", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to CrowdStrike", "value": "$5.3 million", "change": "compared to a loss of $70.2 million in the second quarter of fiscal 2026", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted net income per share", "value": "$0.01", "change": "compared to a loss of $0.07 in the second quarter of fiscal 2026", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted net income per share", "value": "$0.31", "change": "compared to $0.23 in the second quarter of fiscal 2026", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "GAAP subscription gross margin", "value": "78%", "change": "compared to 77% in the second quarter of fiscal 2026", "basis": "GAAP" }, { "id": "operating_income", "label": "Non-GAAP income from operations", "value": "$371.6 million", "change": "compared to $255.0 million in the second quarter of fiscal 2026", "basis": "non-GAAP" }, { "id": "operating_income", "label": "GAAP loss from operations", "value": "$33.2 million", "change": "compared to $105.5 million in the second quarter of fiscal 2026", "basis": "GAAP" }, { "id": "operating_margin", "label": "Non-GAAP operating margin", "value": "25%", "change": "up 350 basis points over the prior year", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash generated from operations", "value": "$530.3 million", "change": "compared to $332.8 million in the second quarter of fiscal 2026", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$377.4 million", "change": "compared to $283.6 million in the second quarter of fiscal 2026", "basis": "non-GAAP" }, { "id": "other", "label": "Net new ARR", "value": "$332.8 million", "change": "accelerates growth to 51% year-over-year", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$1.523 to $1.529 billion", "low": 1523000000, "high": 1529000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal year 2027", "value": "$5.991 to $6.011 billion", "low": 5991000000, "high": 6011000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$6.184 to $6.188 billion", "low": 6184000000, "high": 6188000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "$6.603 to $6.612 billion", "low": 6603000000, "high": 6612000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$373 to $376 million", "low": 373000000, "high": 376000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "$1.497 and $1.508 billion", "low": 1497000000, "high": 1508000000, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$0.31", "low": null, "high": null, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal year 2027", "value": "$1.25 to $1.26", "low": 1.25, "high": 1.26, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal year 2027", "value": "21 %", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "27.5 %", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "at least 30 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1535527/000153552726000029/0001535527-26-000029-index.htm" }, { "ticker": "ADBE", "name": "Adobe", "sector": "Software", "quarter": "Q3 FY2026", "key": "2026-q3", "filed": "2026-09-10", "period_end": "2026-08-28", "url": "https://earnings.opennash.com/companies/adbe/2026-q3/", "markdown": "https://earnings.opennash.com/companies/adbe/2026-q3/index.md", "headline": "Adobe achieved record revenue of $6.76 billion in its third quarter of FY2026, which represents 13% year-over-year growth, with diluted earnings per share of $4.62 on a GAAP basis and $6.13 on a non-GAAP basis.", "metrics": [ { "id": "revenue", "label": "Total revenue", "value": "$6.76 billion", "change": "up 13% from a year ago, or 12% in constant currency", "basis": "" }, { "id": "net_income", "label": "Net income", "value": "$1.83 billion", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$4.62", "change": "up 11% year over year", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Diluted EPS", "value": "$6.13", "change": "up 15% year over year", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$2.35 billion", "change": "", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Cash flows from operations", "value": "$2.52 billion", "change": "", "basis": "" }, { "id": "other", "label": "Total Adobe ending ARR", "value": "$27.50 billion", "change": "up 11.2% year over year", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter FY2026", "value": "$6.80 billion to $6.85 billion", "low": 6800000000, "high": 6850000000, "unit": "USD" }, { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter FY2026", "value": "$1.93 billion to $1.95 billion", "low": 1930000000, "high": 1950000000, "unit": "USD" }, { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter FY2026", "value": "$4.665 billion to $4.695 billion", "low": 4665000000, "high": 4695000000, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter FY2026", "value": "$4.65 to $4.70", "low": 4.65, "high": 4.7, "unit": "USD/share" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter FY2026", "value": "$6.30 to $6.35", "low": 6.3, "high": 6.35, "unit": "USD/share" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "fourth quarter FY2026", "value": "~44.0%", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "FY2026", "value": "$26.576 billion to $26.626 billion", "low": 26576000000, "high": 26626000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "FY2026", "value": "$7.470 billion to $7.490 billion", "low": 7470000000, "high": 7490000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "FY2026", "value": "$18.242 billion to $18.272 billion", "low": 18242000000, "high": 18272000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "FY2026", "value": "10.2% year over year", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "FY2026", "value": "$18.12 to $18.17", "low": 18.12, "high": 18.17, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "FY2026", "value": "$24.45 to $24.50", "low": 24.45, "high": 24.5, "unit": "USD/share" }, { "kind": "operating_margin", "horizon": "full_year", "period": "FY2026", "value": "~45.0%", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/796343/000079634326000147/0000796343-26-000147-index.htm" }, { "ticker": "TGT", "name": "Target", "sector": "Retail", "quarter": "Q2 FY2026", "key": "2026-q2", "filed": "2026-08-19", "period_end": "2026-08-01", "url": "https://earnings.opennash.com/companies/tgt/2026-q2/", "markdown": "https://earnings.opennash.com/companies/tgt/2026-q2/index.md", "headline": "Target reported second quarter net sales of $26.5 billion, up 5.3 percent, with comparable sales growth of 3.8 percent and GAAP and Adjusted EPS of $4.11 versus $2.05 a year ago, including $1.65 of tariff refund benefits.", "metrics": [ { "id": "revenue", "label": "Net sales", "value": "$26.5 billion", "change": "up 5.3 percent from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net earnings", "value": "$1,877", "change": "up 100.8% from $935 million a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "GAAP diluted EPS", "value": "$4.11", "change": "an increase of 100 percent from $2.05 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$4.11", "change": "an increase of 100 percent from $2.05 a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin rate", "value": "33.7 percent", "change": "includes 3.7 percentage points of benefit from tariff refunds", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$2.6 billion", "change": "compared with $1.3 billion a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating income margin rate", "value": "9.6 percent", "change": "up from 5.2 percent a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow (six months)", "value": "4,519", "change": "vs. 2,358 a year ago", "basis": "GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "2026", "value": "around 5 percent", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "2026", "value": "around 6 percent", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "2026, excluding tariff refunds", "value": "around 50 basis points higher", "low": null, "high": null, "unit": "other" }, { "kind": "eps", "horizon": "full_year", "period": "2026", "value": "$9.90 to $10.90", "low": 9.9, "high": 10.9, "unit": "USD/share" }, { "kind": "capex", "horizon": "full_year", "period": "2026", "value": "approximately $5 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/27419/000002741926000034/0000027419-26-000034-index.htm" }, { "ticker": "HD", "name": "Home Depot", "sector": "Retail", "quarter": "Q2 FY2026", "key": "2026-q2", "filed": "2026-08-18", "period_end": "2026-08-02", "url": "https://earnings.opennash.com/companies/hd/2026-q2/", "markdown": "https://earnings.opennash.com/companies/hd/2026-q2/index.md", "headline": "Home Depot reported sales of $47.9 billion for the second quarter of fiscal 2026, an increase of $2.6 billion, or 5.7%, with comparable sales up 1.7%, net earnings of $4.8 billion, or $4.79 per diluted share, and adjusted diluted earnings per share of $4.92.", "metrics": [ { "id": "revenue", "label": "Net sales", "value": "$47.9 billion", "change": "up 5.7% from the second quarter of fiscal 2025", "basis": "GAAP" }, { "id": "net_income", "label": "Net earnings", "value": "$4.8 billion", "change": "compared with $4.6 billion in the same period of fiscal 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted earnings per share", "value": "$4.79", "change": "compared with $4.58 in the same period of fiscal 2025", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted earnings per share", "value": "$4.92", "change": "compared with $4.68 in the same period of fiscal 2025", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$6,839", "change": "up 4.3% from $6,555 a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "14.3%", "change": "compared with 14.5% a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities (six months)", "value": "11,422", "change": "compared with 8,968 in the first six months of the prior year", "basis": "GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2026", "value": "approximately 2.5% to 4.5%", "low": 2.5, "high": 4.5, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2026", "value": "approximately flat to 2.0%", "low": 0, "high": 2.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2026", "value": "Approximately 15", "low": null, "high": null, "unit": "other" }, { "kind": "gross_margin", "horizon": "full_year", "period": "fiscal 2026", "value": "approximately 33.1%", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal 2026", "value": "approximately 12.4% to 12.6%", "low": 12.4, "high": 12.6, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal 2026", "value": "approximately 12.8% to 13.0%", "low": 12.8, "high": 13.0, "unit": "%" }, { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal 2026", "value": "approximately 24.3%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2026", "value": "approximately $2.3 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2026", "value": "approximately flat to 4.0%", "low": 0, "high": 4.0, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2026", "value": "approximately flat to 4.0%", "low": 0, "high": 4.0, "unit": "%" }, { "kind": "capex", "horizon": "full_year", "period": "fiscal 2026", "value": "approximately 2.5% of total sales", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [ { "title": "Company's official transcript", "kind": "transcript", "url": "https://ir.homedepot.com/~/media/Files/H/HomeDepot-IR/2026/hd-2q26-transcript.pdf" }, { "title": "Document", "kind": "other", "url": "https://ir.homedepot.com/~/media/Files/H/HomeDepot-IR/reports-and-presentations/quarterly-earnings/2026/q2-2026-earnings-reconciliation-of-non-gaap-measures.pdf" }, { "title": "Document", "kind": "other", "url": "https://ir.homedepot.com/~/media/Files/H/HomeDepot-IR/reports-and-presentations/quarterly-earnings/2026/2026-q2-infographic.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/354950/000035495026000145/0000354950-26-000145-index.htm" }, { "ticker": "LLY", "name": "Eli Lilly", "sector": "Pharmaceuticals", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/lly/2026-q3/", "markdown": "https://earnings.opennash.com/companies/lly/2026-q3/index.md", "headline": "Revenue in Q3 2026 increased 39% to $24.4 billion driven primarily by Mounjaro and Zepbound, with EPS of $7.22 on a reported basis and $7.48 on a non-GAAP basis.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$24.4 billion", "change": "up 39% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income (reported)", "value": "$6.5 billion", "change": "up 16% from $5.6 billion a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS (reported)", "value": "$7.22", "change": "up 16% from $6.21 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "EPS (non-GAAP)", "value": "$7.48", "change": "up 7% from $7.02 a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin as a percent of revenue", "value": "83.9%", "change": "up 1.0 percentage points from a year ago", "basis": "GAAP" }, { "id": "other", "label": "Acquired IPR&D charge per share", "value": "$4.57", "change": "compared with $0.71 in Q3 2025", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "$91 to $92 billion", "low": 91000000000, "high": 92000000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "52.0% to 52.5%", "low": 52.0, "high": 52.5, "unit": "%" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "19% to 20%", "low": 19.0, "high": 20.0, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "$35.00 to $36.00", "low": 35.0, "high": 36.0, "unit": "USD/share" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/59478/000005947826000104/0000059478-26-000104-index.htm" }, { "ticker": "V", "name": "Visa", "sector": "Payments", "quarter": "Q4 FY2026", "key": "2026-q4", "filed": "2026-10-27", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/v/2026-q4/", "markdown": "https://earnings.opennash.com/companies/v/2026-q4/index.md", "headline": "Visa reported fiscal fourth quarter net revenue of $12.1B, an increase of 13% on a nominal and constant-dollar basis, with GAAP net income of $6.0B or $3.19 per share and non-GAAP net income of $6.6B or $3.48 per share.", "metrics": [ { "id": "revenue", "label": "Net revenue (fiscal Q4)", "value": "$12.1B", "change": "an increase of 13% on a nominal and constant-dollar basis", "basis": "GAAP" }, { "id": "net_income", "label": "Net income (fiscal Q4)", "value": "$6.0B", "change": "up 18%", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS (fiscal Q4)", "value": "$3.19", "change": "up 22%", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP EPS (fiscal Q4)", "value": "$3.48", "change": "up 17%", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income (fiscal Q4)", "value": "7,262", "change": "", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow (fiscal full year)", "value": "23,728", "change": "", "basis": "GAAP" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "between $250 and $300 million", "low": 250000000, "high": 300000000, "unit": "USD" }, { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal 2027", "value": "about 19%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "low to mid-20s", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "about $60 million", "low": null, "high": null, "unit": "USD" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "between 18.5 % and 19%", "low": 18.5, "high": 19.0, "unit": "%" } ], "transcript": true, "slides": "https://s1.q4cdn.com/050606653/files/content_files/4Q26-Earnings-Deck_vFINAL.pdf", "investor_documents": [ { "title": "Visa Inc. Q4 2026 Financial Results Conference Call - Presentation", "kind": "slides", "url": "https://s1.q4cdn.com/050606653/files/content_files/4Q26-Earnings-Deck_vFINAL.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s1.q4cdn.com/050606653/files/doc_financials/2026/q4/V-US-CORRECTED-TRANSCRIPT-Visa-Inc-V-US-Q4-2026-Earnings-Call-27-October-2026-500-ET-PM.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/402777985" }, { "title": "Visa Inc. Q4 2026 Financial Results", "kind": "other", "url": "https://s1.q4cdn.com/050606653/files/content_files/4Q26-Earnings-Release_vFINAL.pdf" }, { "title": "Visa Inc. Q4 2026 Operational Performance Data", "kind": "other", "url": "https://s1.q4cdn.com/050606653/files/content_files/4Q26-Visa-Operational-Performance-Data_vFINAL.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1403161/000140316126000126/0001403161-26-000126-index.htm" }, { "ticker": "MA", "name": "Mastercard", "sector": "Payments", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/ma/2026-q3/", "markdown": "https://earnings.opennash.com/companies/ma/2026-q3/index.md", "headline": "Mastercard reported third quarter net revenue of $9.8 billion, an increase of 14%, net income of $4.6 billion, and diluted earnings per share (EPS) of $5.28.", "metrics": [ { "id": "revenue", "label": "Net revenue", "value": "$9.8 billion", "change": "up 14% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$4.6 billion", "change": "up 18% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$5.28", "change": "up 22% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$5.31", "change": "up 21% from a year ago", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "59.8%", "change": "up 0.9 ppt from a year ago", "basis": "GAAP" }, { "id": "other", "label": "Adjusted operating margin", "value": "60.5%", "change": "up 0.7 ppt from a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities, nine months ended September 30, 2026 (in millions)", "value": "11,859", "change": "vs 12,646 in the nine months a year ago", "basis": "GAAP" } ], "outlook": [ { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "approximately $115 million", "low": null, "high": null, "unit": "USD" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "20 to 21%", "low": 20.0, "high": 21.0, "unit": "%" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "20 to 21%", "low": 20.0, "high": 21.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "approximately 1 PPT", "low": null, "high": null, "unit": "other" } ], "transcript": true, "slides": "https://s25.q4cdn.com/479285134/files/content_files/3Q26-Mastercard-Earnings-Presentation.pdf", "investor_documents": [ { "title": "Presentation", "kind": "slides", "url": "https://s25.q4cdn.com/479285134/files/content_files/3Q26-Mastercard-Earnings-Presentation.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/262177588" }, { "title": "Supplemental Materials", "kind": "financials", "url": "https://s25.q4cdn.com/479285134/files/content_files/3Q26-Mastercard-Supplemental-Operational-Performance-Data.pdf" }, { "title": "10-Q", "kind": "other", "url": "https://s25.q4cdn.com/479285134/files/content_files/Mastercard-10Q-3Q-26.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1141391/000114139126000122/0001141391-26-000122-index.htm" }, { "ticker": "UNH", "name": "UnitedHealth Group", "sector": "Health Care", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-13", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/unh/2026-q3/", "markdown": "https://earnings.opennash.com/companies/unh/2026-q3/index.md", "headline": "Third Quarter 2026 Revenues of $112.7 Billion; Earnings from Operations of $6.6 Billion; Earnings of $4.56 Per Share and Adjusted Earnings of $4.69 Per Share", "metrics": [ { "id": "revenue", "label": "Total revenues", "value": "$112.7 billion", "change": "compared to $113.2 billion in the third quarter 2025", "basis": "GAAP" }, { "id": "net_income", "label": "Net earnings attributable to UnitedHealth Group common shareholders", "value": "$4,110", "change": "compared to $2,348 in the third quarter 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted earnings per share", "value": "$4.56", "change": "compared to $2.59 in the third quarter 2025", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted earnings per share", "value": "$4.69", "change": "up from $2.92 a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Earnings from operations", "value": "$6.6 billion", "change": "compared to $4.3 billion in the year ago quarter", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Cash flows from operations", "value": "$5.1 billion", "change": "1.2 times net income", "basis": "GAAP" }, { "id": "other", "label": "Medical care ratio", "value": "88.4%", "change": "compared to 89.9% in the third quarter 2025", "basis": "GAAP" }, { "id": "other", "label": "Net margin", "value": "3.6%", "change": "", "basis": "GAAP" } ], "outlook": [ { "kind": "eps", "horizon": "full_year", "period": "full year 2026 (adjusted)", "value": "at least $20.50", "low": 20.5, "high": null, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026 (GAAP)", "value": "At Least $19.50", "low": 19.5, "high": null, "unit": "USD/share" }, { "kind": "operating_margin", "horizon": "full_year", "period": "2026 Medicare margin", "value": "2 % to 4 %", "low": 2.0, "high": 4.0, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "2026 core Medicaid paid margins", "value": "moderately better than negative 1%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "other", "period": "long-term", "value": "13 to 16%", "low": 13.0, "high": 16.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "2026 dividends", "value": "exceed $8 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "year-end 2026", "value": "approximately 40.0%", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/731766/000073176626000255/0000731766-26-000255-index.htm" }, { "ticker": "XOM", "name": "Exxon Mobil", "sector": "Energy", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-30", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/xom/2026-q3/", "markdown": "https://earnings.opennash.com/companies/xom/2026-q3/index.md", "headline": "ExxonMobil reported third-quarter 2026 earnings of $15.4 billion, or $3.72 per share, adjusted earnings of $17.5 billion, or $4.23 per share, cash flow from operating activities of $25.7 billion and free cash flow of $19.1 billion.", "metrics": [ { "id": "revenue", "label": "Sales and other operating revenue", "value": "110,503", "change": "vs 83,331 in the third quarter of 2025", "basis": "GAAP" }, { "id": "net_income", "label": "Earnings (net income attributable to ExxonMobil)", "value": "$15.4 billion", "change": "vs 14,525 million in 2Q26", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Earnings per common share, assuming dilution", "value": "$3.72", "change": "vs 3.48 in 2Q26", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted earnings per common share", "value": "$4.23", "change": "vs 3.52 in 2Q26", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted earnings", "value": "$17.5 billion", "change": "vs 14,680 million in 2Q26", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash flow from operating activities", "value": "$25.7 billion", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$19.1 billion", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Shareholder distributions", "value": "$9.4 billion", "change": "", "basis": "" } ], "outlook": [ { "kind": "other", "horizon": "other", "period": "2027", "value": "$20 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$1.07", "low": null, "high": null, "unit": "USD/share" }, { "kind": "other", "horizon": "other", "period": "by 2030", "value": "$20 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://d1io3yog0oux5.cloudfront.net/_846a550cf4695dce9fa5578132c6e6a1/exxonmobil/db/2288/22725/presentation/3Q26_Earnings_presentation.pdf", "investor_documents": [ { "title": "Presentation", "kind": "slides", "url": "https://d1io3yog0oux5.cloudfront.net/_846a550cf4695dce9fa5578132c6e6a1/exxonmobil/db/2288/22725/presentation/3Q26_Earnings_presentation.pdf" }, { "title": "Prepared remarks", "kind": "commentary", "url": "https://d1io3yog0oux5.cloudfront.net/_846a550cf4695dce9fa5578132c6e6a1/exxonmobil/db/2404/22766/pdf/3Q26_Prepared_Remarks.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://d1io3yog0oux5.cloudfront.net/_846a550cf4695dce9fa5578132c6e6a1/exxonmobil/db/2288/22725/webcast_transcript/Transcript_-_ExxonMobil_3Q_2026_Earnings_Call.pdf" }, { "title": "Supplement", "kind": "financials", "url": "https://d1io3yog0oux5.cloudfront.net/_846a550cf4695dce9fa5578132c6e6a1/exxonmobil/db/2288/22725/supplement/3Q26_Supplement_Data.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/2115436/000211543626000018/0002115436-26-000018-index.htm" }, { "ticker": "JNJ", "name": "Johnson & Johnson", "sector": "Pharmaceuticals", "quarter": "Q3 FY2026", "key": "2026-q3", "filed": "2026-10-13", "period_end": "2026-09-27", "url": "https://earnings.opennash.com/companies/jnj/2026-q3/", "markdown": "https://earnings.opennash.com/companies/jnj/2026-q3/index.md", "headline": "Johnson & Johnson reported Q3 2026 sales growth of 5.9% to $25.4 Billion, with EPS of $0.09 (after a one-time special charge for the proposed talc litigation resolution) and adjusted EPS* of $2.59.", "metrics": [ { "id": "revenue", "label": "Third-quarter reported sales", "value": "$25.4 Billion", "change": "up 5.9% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net earnings", "value": "$210", "change": "down 95.9% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.09", "change": "down 95.8% from $2.12 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$2.59", "change": "down 7.5% from $2.80 a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted net earnings", "value": "$6,339", "change": "down 6.8% from a year ago", "basis": "non-GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow, nine months (estimated)", "value": "~$15,100", "change": "up from $14,226 million in the prior-year period", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full-year 2026 (estimated reported sales)", "value": "$101.0B \u2013 $101.4B", "low": 101000000000, "high": 101400000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "full-year 2026 (operational sales)", "value": "$100.5B \u2013 $100.9B", "low": 100500000000, "high": 100900000000, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "full-year 2026 (adjusted EPS)", "value": "$11.05 \u2013 $11.15", "low": 11.05, "high": 11.15, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "full-year 2026 (adjusted operational EPS)", "value": "$10.95 \u2013 $11.05", "low": 10.95, "high": 11.05, "unit": "USD/share" }, { "kind": "operating_margin", "horizon": "full_year", "period": "full-year 2026", "value": "approximately 60 basis points", "low": null, "high": null, "unit": "other" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full-year 2026", "value": "17.0 % to 17.5%", "low": 17.0, "high": 17.5, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "$150 million to $200 million", "low": 150000000, "high": 200000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "approximately $21 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://s203.q4cdn.com/636242992/files/content_files/JNJ-Earnings-Presentation-Q3-2026-Final.pdf", "investor_documents": [ { "title": "2026 Third-Quarter Infographic & Earnings Presentation", "kind": "slides", "url": "https://s203.q4cdn.com/636242992/files/content_files/JNJ-Earnings-Presentation-Q3-2026-Final.pdf" }, { "title": "2026 Third-Quarter Earnings Transcript", "kind": "transcript", "url": "https://s203.q4cdn.com/636242992/files/content_files/JNJ-USQ_Transcript_2026-10-13.pdf" }, { "title": "2026 Third-Quarter Press Release & Supplemental Schedules", "kind": "financials", "url": "https://s203.q4cdn.com/636242992/files/content_files/3Q26-Earnings-Press-Release-Final-with-attachments.pdf" }, { "title": "3Q26 Other Financial Disclosures (PDF)", "kind": "other", "url": "https://s203.q4cdn.com/636242992/files/content_files/3Q26-Other-Financial-Disclosures.pdf" }, { "title": "3Q26 Other Financial Disclosures (Excel)", "kind": "other", "url": "https://s203.q4cdn.com/636242992/files/content_files/PROTECTED-3Q26-Other-Financial-Disclosures.xlsx" }, { "title": "Earnings Infographic", "kind": "other", "url": "https://s203.q4cdn.com/636242992/files/content_files/JNJ-Earnings-Infographic-Q3-2026.pdf" }, { "title": "Form 10-Q", "kind": "other", "url": "https://s203.q4cdn.com/636242992/files/doc_financials/2026/q3/3Q26-10Q-Final.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/200406/000020040626000189/0000200406-26-000189-index.htm" }, { "ticker": "PG", "name": "Procter & Gamble", "sector": "Consumer Brands", "quarter": "Q1 FY2027", "key": "2027-q1", "filed": "2026-10-22", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/pg/2027-q1/", "markdown": "https://earnings.opennash.com/companies/pg/2027-q1/index.md", "headline": "P&G reported fiscal 2027 first quarter net sales of $23.3 billion, up four percent, with organic sales up four percent, diluted EPS of $1.97 and Core EPS of $2.00, each up one percent.", "metrics": [ { "id": "revenue", "label": "Net sales", "value": "$23.3 billion", "change": "up 4% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net earnings", "value": "$4.8 billion", "change": "down 1% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.97", "change": "up 1% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Core EPS", "value": "$2.00", "change": "up 1% from a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "49.8%", "change": "down 160 basis points from a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "5,937", "change": "up 1% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "25.5%", "change": "down 70 basis points from a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$5.8 billion", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$4,401", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Free cash flow productivity", "value": "93%", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "other", "period": "first half of fiscal 2027", "value": "about 3 %", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2027", "value": "$6.89 to $7.11 per share", "low": 6.89, "high": 7.11, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal 2027", "value": "20% to 21%", "low": 20, "high": 21, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "85% to 90%", "low": 85, "high": 90, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "over $10 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "approximately $5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "approximately $1.4 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "$0.79 per share", "low": null, "high": null, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "30 to 50 basis points", "low": 30, "high": 50, "unit": "other" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/80424/000008042426000250/0000080424-26-000250-index.htm" }, { "ticker": "BAC", "name": "Bank of America", "sector": "Banking", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-14", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/bac/2026-q3/", "markdown": "https://earnings.opennash.com/companies/bac/2026-q3/index.md", "headline": "Bank of America reported 3Q26 net income of $6.9 billion, EPS of $0.91 and revenue of $30.0 billion, including a regulatory settlement charge of $1.2 billion, or $0.17 per share; adjusted EPS was $1.08.", "metrics": [ { "id": "revenue", "label": "Revenue, net of interest expense", "value": "$30.0 billion", "change": "up 3% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$6.9 billion", "change": "compared to $8.3 billion a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.91", "change": "compared to $1.04 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS (excl. regulatory settlement charge)", "value": "$1.08", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted net income (excl. regulatory settlement charge)", "value": "$8.1 billion", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Net interest income", "value": "$16.4 billion", "change": "up 8% from a year ago", "basis": "GAAP" }, { "id": "other", "label": "Noninterest expense", "value": "$19.7 billion", "change": "increased $2.4 billion", "basis": "GAAP" }, { "id": "other", "label": "CET1 ratio (Standardized)", "value": "10.9%", "change": "", "basis": "" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "approximately 8%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2027", "value": "8 % or more", "low": 8.0, "high": null, "unit": "%" }, { "kind": "other", "horizon": "other", "period": "medium term", "value": "200 to 300 basis points", "low": 200, "high": 300, "unit": "other" }, { "kind": "other", "horizon": "other", "period": "medium term", "value": "2.3 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": "https://d1io3yog0oux5.cloudfront.net/_4e4177f906d4bdea9e8f0f24c50719e0/bankofamerica/db/806/10611/presentation/The+Presentation+Materials_3Q26_ADA.pdf", "investor_documents": [ { "title": "Presentation PDF", "kind": "slides", "url": "https://d1io3yog0oux5.cloudfront.net/_4e4177f906d4bdea9e8f0f24c50719e0/bankofamerica/db/806/10611/presentation/The+Presentation+Materials_3Q26_ADA.pdf" }, { "title": "Supplemental Information PDF", "kind": "financials", "url": "https://d1io3yog0oux5.cloudfront.net/_4e4177f906d4bdea9e8f0f24c50719e0/bankofamerica/db/806/10611/supplemental_information/The+Supplemental+Information_3Q26_ADA.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/70858/000007085826000481/0000070858-26-000481-index.htm" }, { "ticker": "ABBV", "name": "AbbVie", "sector": "Pharmaceuticals", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-30", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/abbv/2026-q3/", "markdown": "https://earnings.opennash.com/companies/abbv/2026-q3/index.md", "headline": "AbbVie reported third-quarter net revenues of $17.404 billion, an increase of 10.3 percent on a reported basis, with diluted EPS of $2.37 on a GAAP basis and adjusted diluted EPS of $3.82.", "metrics": [ { "id": "revenue", "label": "Net revenues", "value": "$17.404 billion", "change": "an increase of 10.3 percent on a reported basis or 10.5 percent on an operational basis", "basis": "" }, { "id": "net_income", "label": "Net earnings attributable to AbbVie Inc.", "value": "$4,218", "change": "up from $186 in the third quarter of 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$2.37", "change": "an increase of over 100.0 percent", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$3.82", "change": "an increase of over 100.0 percent", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin ratio", "value": "75.4 percent", "change": "", "basis": "GAAP" }, { "id": "other", "label": "Adjusted gross margin ratio", "value": "85.1 percent", "change": "", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating earnings", "value": "6,267", "change": "up from 1,904 in the third quarter of 2025", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin ratio", "value": "36.0 percent", "change": "", "basis": "GAAP" }, { "id": "other", "label": "Adjusted operating margin ratio", "value": "48.7 percent", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "$13.95 - $13.99", "low": 13.95, "high": 13.99, "unit": "USD/share" }, { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "$67.8 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "gross_margin", "horizon": "full_year", "period": "full year 2026", "value": "above 84 %", "low": 84.0, "high": null, "unit": "%" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "full year 2026", "value": "$9.8 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "full year 2026", "value": "$14.5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_margin", "horizon": "full_year", "period": "full year 2026", "value": "46.7 %", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$18.4 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$3.83 and $3.87", "low": 3.83, "high": 3.87, "unit": "USD/share" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1551152/000155115226000033/0001551152-26-000033-index.htm" }, { "ticker": "KO", "name": "Coca-Cola", "sector": "Consumer Brands", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-27", "period_end": "2026-10-02", "url": "https://earnings.opennash.com/companies/ko/2026-q3/", "markdown": "https://earnings.opennash.com/companies/ko/2026-q3/index.md", "headline": "Coca-Cola's third quarter 2026 net revenues grew 7% to $13.4 billion with global unit case volume up 5%, EPS grew 8% to $0.93 and comparable EPS (non-GAAP) grew 11% to $0.91, and full year guidance was raised.", "metrics": [ { "id": "revenue", "label": "Net revenues", "value": "$13.4 billion", "change": "up 7% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to shareowners", "value": "$4,009", "change": "up 8% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.93", "change": "up 8% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Comparable EPS", "value": "$0.91", "change": "up 11% from a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "63.2%", "change": "versus 61.5% in the prior year", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$4,465", "change": "up 12% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "33.4%", "change": "versus 32.0% in the prior year", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Year-to-date cash flow from operations (nine months)", "value": "$12.5 billion", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Year-to-date free cash flow (nine months)", "value": "$11.4 billion", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Comparable operating margin", "value": "32.9%", "change": "versus 31.9% in the prior year", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "At least 5% growth", "low": 5.0, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "Approx. 2% headwind from acquisitions and divestitures", "low": null, "high": null, "unit": "%" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "19.7%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "At least 9% growth", "low": 9.0, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "At least 11% growth", "low": 11.0, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "At least $13.0 billion", "low": 13000000000, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "full year 2026", "value": "Approx. $2.2 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "Approx. 4% headwind from acquisitions and divestitures", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "Approx. 3% headwind from acquisitions and divestitures", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "other", "period": "full year 2027", "value": "Approx. 8% headwind from acquisitions and divestitures", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "other", "period": "full year 2027", "value": "Approx. 2% headwind from acquisitions and divestitures", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": "https://investors.coca-colacompany.com/_assets/_e981aab3c236d72f2e1a1f06f4dcfaa9/cocacolacompany/db/861/11143/pdf/Q3%2726_IR_Overview_Presentation.pdf", "investor_documents": [ { "title": "Third Quarter 2026 Investor Overview - Updated as of October 2, 2026 \u00bb View Presentation", "kind": "slides", "url": "https://investors.coca-colacompany.com/_assets/_e981aab3c236d72f2e1a1f06f4dcfaa9/cocacolacompany/db/861/11143/pdf/Q3%2726_IR_Overview_Presentation.pdf" }, { "title": "Transcript PDF", "kind": "transcript", "url": "https://investors.coca-colacompany.com/_assets/_e981aab3c236d72f2e1a1f06f4dcfaa9/cocacolacompany/db/881/11142/file/CORRECTED_TRANSCRIPT_The_Coca-Cola_Co.%28KO-US%29_Q3_2026_Earnings_Call_27-October-2026_8_30_AM_ET.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/21344/000162828026067403/0001628280-26-067403-index.htm" }, { "ticker": "CVX", "name": "Chevron", "sector": "Energy", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-30", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/cvx/2026-q3/", "markdown": "https://earnings.opennash.com/companies/cvx/2026-q3/index.md", "headline": "Chevron Corporation (NYSE: CVX) reported earnings of $9.9 billion ($5.06 per share - diluted) for third quarter 2026, with adjusted earnings of $10.4 billion ($5.28 per share - diluted).", "metrics": [ { "id": "net_income", "label": "Earnings attributable to Chevron", "value": "$9.9 billion", "change": "vs $3,539 million in 3Q 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$5.06", "change": "vs $1.82 in 3Q 2025", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$5.28", "change": "vs $1.85 in 3Q 2025", "basis": "non-GAAP" }, { "id": "revenue", "label": "Sales and other operating revenues", "value": "$65,237", "change": "vs $48,169 million in 3Q 2025", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$16,014", "change": "vs $9,385 million in 3Q 2025", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$12,003", "change": "vs $4,941 million in 3Q 2025", "basis": "non-GAAP" }, { "id": "other", "label": "Return on capital employed", "value": "17.7%", "change": "vs 7.6% in 3Q 2025", "basis": "" } ], "outlook": [ { "kind": "other", "horizon": "other", "period": "ongoing quarterly buybacks", "value": "2.5 billion to 3 billion", "low": 2500000000, "high": 3000000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "$3 to $4 billion", "low": 3000000000, "high": 4000000000, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "by 2031", "value": "roughly 600 ,000 barrels of oil per day", "low": null, "high": null, "unit": "other" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/93410/000009341026000196/0000093410-26-000196-index.htm" }, { "ticker": "MRK", "name": "Merck", "sector": "Pharmaceuticals", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/mrk/2026-q3/", "markdown": "https://earnings.opennash.com/companies/mrk/2026-q3/index.md", "headline": "Merck reported third-quarter 2026 Total Worldwide Sales of $18.1 Billion (5% Growth; 4% Growth ex-FX), GAAP EPS of $2.04 and Non-GAAP EPS of $2.49, both including a one-time charge of $0.12 per Share related to SciBrunch.", "metrics": [ { "id": "revenue", "label": "Total worldwide sales", "value": "$18.1 Billion", "change": "up 5% from a year ago (4% ex-FX)", "basis": "" }, { "id": "net_income", "label": "Net income attributable to Merck", "value": "$5,065", "change": "down 12% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "EPS assuming dilution", "value": "$2.04", "change": "down 12% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP EPS", "value": "$2.49", "change": "down 3% from a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "72.9%", "change": "down from 77.7% a year ago", "basis": "GAAP" }, { "id": "other", "label": "Non-GAAP gross margin", "value": "81.4%", "change": "down from 81.9% a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full-year 2026", "value": "between $66.8 billion and $67.3 billion", "low": 66800000000, "high": 67300000000, "unit": "USD" }, { "kind": "gross_margin", "horizon": "full_year", "period": "full-year 2026", "value": "Approximately 81%", "low": null, "high": null, "unit": "%" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "full-year 2026", "value": "$42.4 billion to $42.9 billion", "low": 42400000000, "high": 42900000000, "unit": "USD" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full-year 2026", "value": "between 32.0% and 33.0%", "low": 32.0, "high": 33.0, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "full-year 2026", "value": "between $2.77 and $2.82", "low": 2.77, "high": 2.82, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "Approximately $1.4 billion expense", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "approximately $3 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/310158/000110465926119825/0001104659-26-119825-index.htm" }, { "ticker": "PEP", "name": "PepsiCo", "sector": "Consumer Brands", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-08", "period_end": "2026-09-05", "url": "https://earnings.opennash.com/companies/pep/2026-q3/", "markdown": "https://earnings.opennash.com/companies/pep/2026-q3/index.md", "headline": "PepsiCo reported third-quarter 2026 net revenue of $25,274 million, up 5.6%, with organic revenue up 3.1%, EPS of $2.23 up 17% and core EPS of $2.34 up 2%.", "metrics": [ { "id": "revenue", "label": "Net revenue", "value": "$25,274", "change": "up 5.6% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to PepsiCo", "value": "$3,048", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$2.23", "change": "up 17% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Core EPS", "value": "$2.34", "change": "up 2% from a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "54.4%", "change": "", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating profit", "value": "$4,260", "change": "up 19% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "16.9%", "change": "up 195 bps from a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow (36 weeks)", "value": "7,950", "change": "", "basis": "GAAP" }, { "id": "other", "label": "Organic revenue growth", "value": "3.1%", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Core operating profit", "value": "$4,277", "change": "up 3% from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2026", "value": "Approximately +3%", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2026", "value": "Approximately +6%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2026", "value": "Approximately +1.5%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2026", "value": "Approximately +1.5%", "low": null, "high": null, "unit": "%" }, { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal 2026", "value": "Approximately 21%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2026", "value": "+1% to +2%", "low": 1.0, "high": 2.0, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2026", "value": "+2.5% to +3.5%", "low": 2.5, "high": 3.5, "unit": "%" }, { "kind": "capex", "horizon": "full_year", "period": "fiscal 2026", "value": "Below 5% of net revenue", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2026", "value": "At least 80 percent", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2026", "value": "$8.9 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/77476/000007747626000050/0000077476-26-000050-index.htm" }, { "ticker": "CSCO", "name": "Cisco", "sector": "Networking", "quarter": "Q4 FY2026", "key": "2026-q4", "filed": "2026-08-12", "period_end": "2026-07-25", "url": "https://earnings.opennash.com/companies/csco/2026-q4/", "markdown": "https://earnings.opennash.com/companies/csco/2026-q4/index.md", "headline": "Cisco reported Q4 FY 2026 revenue of $17.3 billion, up 18% year over year, with GAAP EPS of $0.97 and non-GAAP EPS of $1.22, and fiscal 2026 revenue of $63.3 billion, up 12%.", "metrics": [ { "id": "revenue", "label": "Q4 FY2026 revenue", "value": "$17.3 billion", "change": "up 18% year over year", "basis": "" }, { "id": "net_income", "label": "Q4 FY2026 net income", "value": "$3.9 billion", "change": "an increase of 51%", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Q4 FY2026 diluted EPS", "value": "$0.97", "change": "an increase of 52%", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Q4 FY2026 non-GAAP EPS", "value": "$1.22", "change": "an increase of 23%", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Q4 FY2026 operating income", "value": "$4.3 billion", "change": "up 38%", "basis": "GAAP" }, { "id": "operating_margin", "label": "Q4 FY2026 operating margin", "value": "35.9%", "change": "", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Q4 FY2026 total gross margin", "value": "66.3%", "change": "compared with 68.4% in the fourth quarter of fiscal 2025", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Q4 FY2026 operating cash flow", "value": "$5.4 billion", "change": "an increase of 27% compared with $4.2 billion", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$18.0 billion - $18.2 billion", "low": 18000000000, "high": 18200000000, "unit": "USD" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "65% - 66%", "low": 65.0, "high": 66.0, "unit": "%" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "35.5% - 36.5%", "low": 35.5, "high": 36.5, "unit": "%" }, { "kind": "eps", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$1.32 - $1.34", "low": 1.32, "high": 1.34, "unit": "USD/share" }, { "kind": "eps", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$1.08 to $1.10", "low": 1.08, "high": 1.1, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "approximately 18.5%", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2027", "value": "$72.2 billion - $73.4 billion", "low": 72200000000, "high": 73400000000, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2027", "value": "$5.05 - $5.11", "low": 5.05, "high": 5.11, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2027", "value": "$4.00 to $4.06", "low": 4.0, "high": 4.06, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal 2027", "value": "approximately 18.5%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "$7.5 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://s21.q4cdn.com/812015656/files/doc_earnings/2026/q4/presentation/Q4FY26-Cisco-Earnings-Slides.pdf", "investor_documents": [ { "title": "Earnings Slides", "kind": "slides", "url": "https://s21.q4cdn.com/812015656/files/doc_earnings/2026/q4/presentation/Q4FY26-Cisco-Earnings-Slides.pdf" }, { "title": "Prepared Remarks", "kind": "commentary", "url": "https://s21.q4cdn.com/812015656/files/doc_earnings/2026/q4/transcript/Q4FY26-Prepared-Remarks.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/298576242" }, { "title": "Q4FY26 Supplemental financial details", "kind": "financials", "url": "https://s21.q4cdn.com/812015656/files/doc_earnings/2026/q4/generic/SuppQ4-26-Supplemental-Financial-Details.xlsx" }, { "title": "10-K", "kind": "other", "url": "https://s21.q4cdn.com/812015656/files/doc_financials/2026/q4/028fbac9-c5ba-409b-83ce-dfee9c17fdbc.pdf" }, { "title": "Q4FY26 Balance Sheets", "kind": "other", "url": "https://s21.q4cdn.com/812015656/files/doc_earnings/2026/q4/generic/Q4-26-Balance-Sheet.xlsx" }, { "title": "Q4FY26 Gross Margin by segment", "kind": "other", "url": "https://s21.q4cdn.com/812015656/files/doc_earnings/2026/q4/generic/Q4-26-Gross-Margin-by-Segment.xlsx" }, { "title": "Q4FY26 Income statements and GAAP reconciliation", "kind": "other", "url": "https://s21.q4cdn.com/812015656/files/doc_earnings/2026/q4/generic/Q4-26-Income-Statements-GAAP-Reconciliation.xlsx" }, { "title": "Q4FY26 Revenue by geographic segment", "kind": "other", "url": "https://s21.q4cdn.com/812015656/files/doc_earnings/2026/q4/generic/Q4-26-Revenue-by-Geographic-Segment.xlsx" }, { "title": "Q4FY26 Revenue by product category & service", "kind": "other", "url": "https://s21.q4cdn.com/812015656/files/doc_earnings/2026/q4/generic/Q4-26-Revenue-by-Product-Category-Service.xlsx" }, { "title": "Q4FY26 Statements of cash flow and recon CF from Op to FCF", "kind": "other", "url": "https://s21.q4cdn.com/812015656/files/doc_earnings/2026/q4/generic/Q4-26-Statements-of-Cash-Flow-and-Recon-CF-From-Op-to-FCF.xlsx" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/858877/000085887726000106/0000858877-26-000106-index.htm" }, { "ticker": "WFC", "name": "Wells Fargo", "sector": "Banking", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-13", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/wfc/2026-q3/", "markdown": "https://earnings.opennash.com/companies/wfc/2026-q3/index.md", "headline": "Wells Fargo reported third quarter 2026 net income of $6.0 billion, or $1.87 per Diluted Share, on total revenue of $21,870 million, with ROTCE of 16.3%.", "metrics": [ { "id": "net_income", "label": "Net income", "value": "$6.0 billion", "change": "up 6% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted earnings per common share", "value": "$1.87", "change": "up 13% from a year ago", "basis": "GAAP" }, { "id": "revenue", "label": "Total revenue", "value": "$21,870", "change": "up 2% from a year ago", "basis": "GAAP" }, { "id": "other", "label": "Net interest income", "value": "$12,517", "change": "up 5% from a year ago", "basis": "GAAP" }, { "id": "other", "label": "Return on average tangible common equity (ROTCE)", "value": "16.3%", "change": "up from 15.2% a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Common Equity Tier 1 (CET1) ratio", "value": "10.0%", "change": "down from 11.0% a year ago", "basis": "" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "2026", "value": "+/- $50 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "4Q26", "value": "~$13 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "2026", "value": "~$55.7 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "ongoing", "value": "10 to 10 and a half percent", "low": 10.0, "high": 10.5, "unit": "%" }, { "kind": "other", "horizon": "other", "period": "over time", "value": "17 % to 18 %", "low": 17.0, "high": 18.0, "unit": "%" } ], "transcript": true, "slides": "https://www.wellsfargo.com/assets/pdf/about/investor-relations/earnings/third-quarter-2026-financial-results.pdf", "investor_documents": [ { "title": "Presentation", "kind": "slides", "url": "https://www.wellsfargo.com/assets/pdf/about/investor-relations/earnings/third-quarter-2026-financial-results.pdf" }, { "title": "Financial supplement", "kind": "financials", "url": "https://www.wellsfargo.com/assets/pdf/about/investor-relations/earnings/third-quarter-2026-earnings-supplement.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/72971/000007297126000318/0000072971-26-000318-index.htm" }, { "ticker": "IBM", "name": "IBM", "sector": "Software", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-21", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/ibm/2026-q3/", "markdown": "https://earnings.opennash.com/companies/ibm/2026-q3/index.md", "headline": "IBM reported third-quarter 2026 revenue of $17.1 billion, up 5 percent (up 6 percent at constant currency), with Software revenue up 8 percent and free cash flow of $3.0 billion, and raised its full-year free cash flow outlook.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$17.1 billion", "change": "up 5 percent, up 6 percent at constant currency", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$2,190", "change": "up from $1,744 a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS from continuing operations", "value": "$2.31", "change": "up 26% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Operating (non-GAAP) diluted EPS", "value": "$2.95", "change": "up 11% from a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross profit margin (GAAP)", "value": "56.8 percent", "change": "down 50 basis points", "basis": "GAAP" }, { "id": "gross_margin", "label": "Gross profit margin (operating)", "value": "58.5 percent", "change": "down 20 basis points", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash from operating activities", "value": "$4.0 billion", "change": "up $0.9 billion year to year", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$3.0 billion", "change": "up $0.7 billion year to year", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA margin", "value": "28.7%", "change": "up 0.6pts", "basis": "non-GAAP" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "more than $1 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": false, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/51143/000005114326000093/0000051143-26-000093-index.htm" }, { "ticker": "ACN", "name": "Accenture", "sector": "IT Services", "quarter": "Q4 FY2026", "key": "2026-q4", "filed": "2026-10-01", "period_end": "2026-08-31", "url": "https://earnings.opennash.com/companies/acn/2026-q4/", "markdown": "https://earnings.opennash.com/companies/acn/2026-q4/index.md", "headline": "Accenture reported fourth-quarter fiscal 2026 revenues of $18.7 billion, up 6% in U.S. dollars and 7% in local currency, GAAP diluted EPS of $3.29, a 46% increase, and full-year adjusted EPS of $13.97, an 8% increase.", "metrics": [ { "id": "revenue", "label": "Q4 revenue", "value": "$18.7 billion", "change": "an increase of 6% in U.S. dollars and 7% in local currency", "basis": "" }, { "id": "net_income", "label": "Q4 GAAP net income", "value": "$2.03 billion", "change": "compared with $1.45 billion for the fourth quarter of fiscal 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Q4 GAAP diluted EPS", "value": "$3.29", "change": "a 46% increase", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Full-year adjusted EPS", "value": "$13.97", "change": "an 8% increase", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Q4 gross margin", "value": "32.0%", "change": "compared with 31.9% for the fourth quarter of fiscal 2025", "basis": "GAAP" }, { "id": "operating_income", "label": "Q4 GAAP operating income", "value": "$2.86 billion", "change": "increased 40%", "basis": "GAAP" }, { "id": "operating_margin", "label": "Q4 GAAP operating margin", "value": "15.3%", "change": "an increase of 370 basis points", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Q4 operating cash flow", "value": "3,095,399", "change": "", "basis": "" }, { "id": "free_cash_flow", "label": "Q4 free cash flow", "value": "$2.8 billion", "change": "", "basis": "" }, { "id": "other", "label": "Q4 new bookings", "value": "$22.2 billion", "change": "an increase of 4% in U.S. dollars and 5% in local currency", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$18.95B \u2013 $19.60B", "low": 18950000000, "high": 19600000000, "unit": "USD" }, { "kind": "revenue", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "2% \u2013 6%", "low": 2, "high": 6, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2027", "value": "3% to 6%", "low": 3, "high": 6, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal 2027", "value": "15.9 to 16.1 percent", "low": 15.9, "high": 16.1, "unit": "%" }, { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal 2027", "value": "24.5% \u2013 26.5%", "low": 24.5, "high": 26.5, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2027", "value": "$14.39 to $14.81", "low": 14.39, "high": 14.81, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "$11.9B \u2013 $12.7B", "low": 11900000000, "high": 12700000000, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "fiscal 2027", "value": "$900M", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "$11.0B \u2013 $11.8B", "low": 11000000000, "high": 11800000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "at least $9.5B", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1467373/000146737326000037/0001467373-26-000037-index.htm" }, { "ticker": "MCD", "name": "McDonald's", "sector": "Restaurants", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-04", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/mcd/2026-q3/", "markdown": "https://earnings.opennash.com/companies/mcd/2026-q3/index.md", "headline": "McDonald's third quarter 2026: global comparable sales increased 1.5%, Systemwide sales increased 4% to over $38 billion, consolidated operating income increased 7%, and diluted earnings per share was $3.51, an increase of 10%.", "metrics": [ { "id": "revenue", "label": "Revenues (quarter, $ millions)", "value": "$7,157", "change": "up 1% from a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income (quarter, $ millions)", "value": "3,595", "change": "up 7% from a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Non-GAAP operating income (quarter, $ millions)", "value": "$3,651", "change": "up 8% from a year ago", "basis": "non-GAAP" }, { "id": "net_income", "label": "Net income (quarter, $ millions)", "value": "$2,486", "change": "up 9% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted earnings per share", "value": "$3.51", "change": "an increase of 10% (11% in constant currencies)", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted earnings per share", "value": "$3.57", "change": "an increase of 11% (11% in constant currencies) when also excluding prior year charges", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Operating margin (nine months)", "value": "47.6%", "change": "vs 46.5% in the prior-year nine months", "basis": "GAAP" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "2026", "value": "approximately 2.5%", "low": null, "high": null, "unit": "%" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "2026", "value": "about 2.2%", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "2026", "value": "mid-to-high 40% range", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "between 4% and 6%", "low": 4.0, "high": 6.0, "unit": "%" }, { "kind": "tax_rate", "horizon": "full_year", "period": "2026", "value": "between 21% and 23%", "low": 21.0, "high": 23.0, "unit": "%" }, { "kind": "capex", "horizon": "full_year", "period": "2026", "value": "about $3.7 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "about 2,500", "low": null, "high": null, "unit": "other" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "approximately 2,100", "low": null, "high": null, "unit": "other" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "low-to-mid 80% range", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/63908/000006390826000080/0000063908-26-000080-index.htm" }, { "ticker": "ABT", "name": "Abbott Laboratories", "sector": "Medical Devices", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-21", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/abt/2026-q3/", "markdown": "https://earnings.opennash.com/companies/abt/2026-q3/index.md", "headline": "Abbott reported third-quarter sales growth of 14.5 percent on a reported basis and 7.0 percent on a comparable basis, with GAAP diluted EPS of $0.53 and adjusted diluted EPS of $1.42.", "metrics": [ { "id": "revenue", "label": "Net sales", "value": "$13,013", "change": "up 14.5% from a year ago", "basis": "GAAP" }, { "id": "other", "label": "Comparable sales growth", "value": "7.0 percent", "change": "on a comparable basis", "basis": "non-GAAP" }, { "id": "net_income", "label": "Net earnings", "value": "$920", "change": "down 44.1% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.53", "change": "down 43.6% from $0.94 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$1.42", "change": "up 9.2% from $1.30 a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating earnings", "value": "1,358", "change": "down 34.0% from a year ago", "basis": "GAAP" }, { "id": "gross_margin", "label": "Adjusted gross margin", "value": "57.2 %", "change": "up 140 basis points from a year ago", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Adjusted operating margin", "value": "23.4 %", "change": "up 40 basis points from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full-year 2026", "value": "approximately 6.0%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "full-year 2026", "value": "$5.50 to $5.55", "low": 5.5, "high": 5.55, "unit": "USD/share" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth-quarter 2026", "value": "$1.62 to $1.67", "low": 1.62, "high": 1.67, "unit": "USD/share" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "negative impact of approximately 1 %", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "other", "period": "after the nutrition separation", "value": "50 to 100 basis points", "low": 0.5, "high": 1.0, "unit": "%" }, { "kind": "gross_margin", "horizon": "other", "period": "after the nutrition separation", "value": "more than 200 basis points", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "other", "period": "after the nutrition separation", "value": "approximately 100 basis points", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1800/000162828026066601/0001628280-26-066601-index.htm" }, { "ticker": "LIN", "name": "Linde", "sector": "Industrials", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/lin/2026-q3/", "markdown": "https://earnings.opennash.com/companies/lin/2026-q3/index.md", "headline": "Linde reported third-quarter 2026 sales of $9.4 billion, up 9%, adjusted EPS of $4.59, up 9% YoY, and GAAP EPS of $3.66, down 11%.", "metrics": [ { "id": "revenue", "label": "Sales", "value": "$9,404 million", "change": "up 9% versus prior year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$1,692 million", "change": "down 12%", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$3.66", "change": "down 11%", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$4.59", "change": "9% above prior year", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating profit", "value": "$2,150 million", "change": "", "basis": "GAAP" }, { "id": "operating_income", "label": "Adjusted operating profit", "value": "$2,763 million", "change": "up 8% versus prior year", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Adjusted operating profit margin", "value": "29.4%", "change": "30 basis points lower than the previous year but flat excluding cost pass-through", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$3,169 million", "change": "increased 8% versus prior year", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$1,777 million", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$4.40 to $4.50", "low": 4.4, "high": 4.5, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "$17.82 to $17.92", "low": 17.82, "high": 17.92, "unit": "USD/share" }, { "kind": "capex", "horizon": "full_year", "period": "full year 2026", "value": "$5.5 billion to $6.0 billion", "low": 5500000000, "high": 6000000000, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1707925/000165495426009199/0001654954-26-009199-index.htm" }, { "ticker": "NOW", "name": "ServiceNow", "sector": "Software", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-28", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/now/2026-q3/", "markdown": "https://earnings.opennash.com/companies/now/2026-q3/index.md", "headline": "ServiceNow reported Q3 2026 subscription revenues of $3,988 million, up 21% year over year (20.5% in constant currency), and total revenues of $4,106 million, up 20.5% year over year.", "metrics": [ { "id": "revenue", "label": "Total revenues", "value": "$4,106 million", "change": "20.5% year-over-year growth", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$277", "change": "down from $502 a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.27", "change": "down from $0.48 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted EPS", "value": "$1.00", "change": "up from $0.95 a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "GAAP gross margin", "value": "70.5%", "change": "down from 77.5% a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "GAAP income from operations", "value": "$385", "change": "down from $572 a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Non-GAAP operating margin", "value": "32.5%", "change": "down from 33.5% a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$839", "change": "up from $813 a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$822", "change": "up from $592 a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Current remaining performance obligations", "value": "$13.65 billion", "change": "20.5% year-over-year growth, 21% in constant currency", "basis": "GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "$4,245 - $4,255", "low": 4245000000, "high": 4255000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "18.5%", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "32%", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "full-year 2026", "value": "$15,780 - $15,790", "low": 15780000000, "high": 15790000000, "unit": "USD" }, { "kind": "gross_margin", "horizon": "full_year", "period": "full-year 2026", "value": "81%", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "full-year 2026", "value": "31.5%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "36%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$1.7 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000092/0001373715-26-000092-index.htm" }, { "ticker": "TMO", "name": "Thermo Fisher Scientific", "sector": "Life Sciences", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-21", "period_end": "2026-09-26", "url": "https://earnings.opennash.com/companies/tmo/2026-q3/", "markdown": "https://earnings.opennash.com/companies/tmo/2026-q3/index.md", "headline": "Thermo Fisher Scientific reported third quarter 2026 revenue that grew 9% to $12.14 billion, GAAP diluted EPS that grew 9% to $4.64 and adjusted EPS that grew 15% to $6.68.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$12.14 billion", "change": "up 9% from a year ago", "basis": "" }, { "id": "eps_diluted", "label": "GAAP diluted EPS", "value": "$4.64", "change": "up 9% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$6.68", "change": "up 15% from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "GAAP operating income", "value": "$2.26 billion", "change": "17% higher than the year-ago quarter", "basis": "GAAP" }, { "id": "operating_margin", "label": "GAAP operating margin", "value": "18.6%", "change": "compared with 17.4% in the third quarter of 2025", "basis": "GAAP" }, { "id": "operating_margin", "label": "Adjusted operating margin", "value": "24.5%", "change": "compared with 23.3% in the third quarter of 2025", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted operating income", "value": "$2.97 billion", "change": "15% higher than the year-ago quarter", "basis": "non-GAAP" }, { "id": "net_income", "label": "Net income attributable to Thermo Fisher", "value": "$1,721", "change": "versus $1,616 million a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$2,551", "change": "versus $2,239 million a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$2,115", "change": "versus $1,840 million a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "$47.7 billion to $48.2 billion", "low": 47700000000, "high": 48200000000, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "$25.13 to $25.43 per share", "low": 25.13, "high": 25.43, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "4%", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "4 %", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "full year 2026", "value": "80 basis points", "low": null, "high": null, "unit": "other" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "11.5%", "low": null, "high": null, "unit": "%" }, { "kind": "capex", "horizon": "full_year", "period": "2026", "value": "between $1.9 and $2 billion", "low": 1900000000, "high": 2000000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "between seven and seven point $5 billion", "low": 7000000000, "high": 7500000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "approximately $650 million", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "between 371 and 372 million shares", "low": 371000000, "high": 372000000, "unit": "other" } ], "transcript": true, "slides": null, "investor_documents": [ { "title": "Thermo Fisher Scientific Reports Third Quarter 2026 Results", "kind": "other", "url": "https://ir.thermofisher.com/investors/news-events/news/news-details/2026/Thermo-Fisher-Scientific-Reports-Third-Quarter-2026-Results/default.aspx" }, { "title": "10-Q", "kind": "other", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000097745/e13de7d3-2e90-4c92-bd64-629c9f980e8d.pdf" }, { "title": "GAAP/Non-GAAP Reconciliation and Financial Package", "kind": "other", "url": "https://s27.q4cdn.com/797047529/files/content_files/Q3-2026-Reconciliation-of-Financial-Information.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/97745/000009774526000173/0000097745-26-000173-index.htm" }, { "ticker": "GE", "name": "GE Aerospace", "sector": "Aerospace", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-20", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/ge/2026-q3/", "markdown": "https://earnings.opennash.com/companies/ge/2026-q3/index.md", "headline": "GE Aerospace reported third quarter 2026 total orders of $19.0B, +49%, total revenue (GAAP) of $14.1B, +16%, operating profit* of $3.0B, +30%, and adjusted EPS* of $2.25, +36%.", "metrics": [ { "id": "revenue", "label": "Total revenue", "value": "$14.1B", "change": "up 16% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Profit", "value": "$2.8B", "change": "up 12% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Continuing EPS", "value": "$2.32", "change": "up 14% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$2.25", "change": "up 36% from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating profit", "value": "$3.0B", "change": "up 30% from a year ago", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Operating profit margin", "value": "22.5%", "change": "up 220 bps from a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash from operating activities", "value": "$2.2B", "change": "down 14% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$2.0B", "change": "down 14% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted revenue", "value": "$13.3B", "change": "up 18% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Total orders", "value": "$19.0B", "change": "up 49% from a year ago", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full-year 2026 adjusted revenue growth", "value": "~19-20%", "low": 19.0, "high": 20.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$10.9 to $11 billion", "low": 10900000000, "high": 11000000000, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "2026", "value": "$8 to $8.10", "low": 8.0, "high": 8.1, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$9.1 to $9.4 billion", "low": 9100000000, "high": 9400000000, "unit": "USD" }, { "kind": "tax_rate", "horizon": "full_year", "period": "2026", "value": "around 16 %", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$10.5-$10.6 billion", "low": 10500000000, "high": 10600000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "2026", "value": "low 20s", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$1.6-$1.7 billion", "low": 1600000000, "high": 1700000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$1.2 to $1.3 billion", "low": 1200000000, "high": 1300000000, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/40545/000004054526000063/0000040545-26-000063-index.htm" }, { "ticker": "ISRG", "name": "Intuitive Surgical", "sector": "Medical Devices", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-20", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/isrg/2026-q3/", "markdown": "https://earnings.opennash.com/companies/isrg/2026-q3/index.md", "headline": "Third quarter 2026 revenue of $3.05 billion increased 22%, with GAAP net income attributable to Intuitive Surgical, Inc. of $523 million, or $1.49 per diluted share, and non-GAAP net income of $1.05 billion, or $3.00 per diluted share.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$3.05 billion", "change": "up 22% from $2.51 billion a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to Intuitive Surgical, Inc.", "value": "$523 million", "change": "down from $704 million a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.49", "change": "down from $1.95 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted EPS", "value": "$3.00", "change": "up from $2.40 a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Non-GAAP gross margin", "value": "69.9%", "change": "up from 68 % in Q3 of last year", "basis": "non-GAAP" }, { "id": "operating_income", "label": "GAAP income from operations", "value": "$593 million", "change": "down from $760 million a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Non-GAAP income from operations", "value": "$1.27 billion", "change": "up from $976 million a year ago", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Non-GAAP operating margin", "value": "42 %", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Cash, cash equivalents, and investments", "value": "$6.80 billion", "change": "a decrease of $1.83 billion during the quarter", "basis": "" }, { "id": "other", "label": "Share repurchases", "value": "$2.94 billion", "change": "", "basis": "" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "2026", "value": "approximately 14% to 15%", "low": 14.0, "high": 15.0, "unit": "%" }, { "kind": "gross_margin", "horizon": "full_year", "period": "2026", "value": "68.7% to 69.3%", "low": 68.7, "high": 69.3, "unit": "%" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "2026", "value": "11% to 13%", "low": 11.0, "high": 13.0, "unit": "%" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "22 % plus or minus 50 basis points", "low": 21.5, "high": 22.5, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "between $860 and $870 million", "low": 860000000, "high": 870000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "between $300 and $310 million", "low": 300000000, "high": 310000000, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "once fully implemented, building over 2027", "value": "approximately 3 % to 5 %", "low": 3.0, "high": 5.0, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1035267/000103526726000067/0001035267-26-000067-index.htm" }, { "ticker": "INTU", "name": "Intuit", "sector": "Software", "quarter": "Q4 FY2026", "key": "2026-q4", "filed": "2026-08-25", "period_end": "2026-07-31", "url": "https://earnings.opennash.com/companies/intu/2026-q4/", "markdown": "https://earnings.opennash.com/companies/intu/2026-q4/index.md", "headline": "Intuit reported fourth-quarter total revenue up 14 percent to $4.4 billion and full-year total revenue up 14 percent to $21.4 billion, with full-year GAAP earnings per share of $16.46 and non-GAAP earnings per share of $24.27.", "metrics": [ { "id": "revenue", "label": "Total revenue, Q4 FY2026", "value": "$4.4 billion", "change": "up 14 percent from a year ago", "basis": "GAAP" }, { "id": "revenue", "label": "Total revenue, full year FY2026", "value": "$21.4 billion", "change": "up 14 percent from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income, Q4 FY2026", "value": "$363", "change": "versus $381 million a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income, full year FY2026", "value": "$4,566", "change": "versus $3,869 million a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS, Q4 FY2026", "value": "$1.34", "change": "versus $1.35 a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS, full year FY2026", "value": "$16.46", "change": "up 20 percent from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted EPS, Q4 FY2026", "value": "$4.03", "change": "up 47% from a year ago", "basis": "non-GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted EPS, full year FY2026", "value": "$24.27", "change": "up 20 percent from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "GAAP operating income, full year FY2026", "value": "$5.9 billion", "change": "up 20 percent from a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Non-GAAP operating income, full year FY2026", "value": "$8.9 billion", "change": "up 18 percent from a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities, full year FY2026", "value": "8,838", "change": "versus 6,207 million a year ago", "basis": "GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$4,294 to $4,313", "low": 4294000000, "high": 4313000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$716 to $729", "low": 716000000, "high": 729000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$902 to $915", "low": 902000000, "high": 915000000, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$1.71 to $1.75", "low": 1.71, "high": 1.75, "unit": "USD/share" }, { "kind": "eps", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$2.44 to $2.48", "low": 2.44, "high": 2.48, "unit": "USD/share" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2027", "value": "$23,279 to $23,512", "low": 23279000000, "high": 23512000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2027", "value": "$13,068 to $13,158", "low": 13068000000, "high": 13158000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2027", "value": "$5,377 to $5,453", "low": 5377000000, "high": 5453000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2027", "value": "$2,919 to $2,973", "low": 2919000000, "high": 2973000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "$7,408 to $7,490", "low": 7408000000, "high": 7490000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "$8,063 to $8,145", "low": 8063000000, "high": 8145000000, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2027", "value": "$20.12 to $20.36", "low": 20.12, "high": 20.36, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2027", "value": "$22.88 to $23.12", "low": 22.88, "high": 23.12, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal 2027", "value": "approximately 27 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [ { "title": "Transcript", "kind": "transcript", "url": "https://investors.intuit.com/_assets/_27ad81e176561e5fd1d1d1f7b763c077/intuit/db/946/10378/webcast_transcript/Q4+FY26+Earnings+Script.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/896878/000089687826000029/0000896878-26-000029-index.htm" }, { "ticker": "QCOM", "name": "Qualcomm", "sector": "Semiconductors", "quarter": "Q4 FY2026", "key": "2026-q4", "filed": "2026-11-04", "period_end": "2026-09-27", "url": "https://earnings.opennash.com/companies/qcom/2026-q4/", "markdown": "https://earnings.opennash.com/companies/qcom/2026-q4/index.md", "headline": "Fiscal 2026 GAAP Revenues: $43.1 billion; Fiscal 2026 GAAP EPS: $12.70, Non-GAAP EPS: $10.54, with Q4 non-GAAP revenues of $10,442 million and non-GAAP EPS of $2.17.", "metrics": [ { "id": "revenue", "label": "Q4 FY2026 revenues (GAAP)", "value": "$10,322", "change": "(8%) from Q4 fiscal 2025", "basis": "GAAP" }, { "id": "revenue", "label": "Q4 FY2026 revenues (non-GAAP)", "value": "$10,442", "change": "(7%) from Q4 fiscal 2025", "basis": "non-GAAP" }, { "id": "net_income", "label": "Q4 FY2026 net income (GAAP)", "value": "$1,251", "change": "+140% from Q4 fiscal 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Q4 FY2026 diluted EPS (GAAP)", "value": "$1.17", "change": "+140% from Q4 fiscal 2025", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Q4 FY2026 diluted EPS (non-GAAP)", "value": "$2.17", "change": "(28%) from Q4 fiscal 2025", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Q4 FY2026 operating income (GAAP)", "value": "1,356", "change": "", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Fiscal 2026 net cash provided by operating activities", "value": "11,145", "change": "", "basis": "GAAP" }, { "id": "revenue", "label": "Fiscal 2026 revenues (GAAP)", "value": "$43.1 billion", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Fiscal 2026 diluted EPS (GAAP)", "value": "$12.70", "change": "", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Fiscal 2026 diluted EPS (non-GAAP)", "value": "$10.54", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$10.4B - $11.2B", "low": 10400000000, "high": 11200000000, "unit": "USD" }, { "kind": "revenue", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$9.0B - $9.6B", "low": 9000000000, "high": 9600000000, "unit": "USD" }, { "kind": "revenue", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$1.3B - $1.5B", "low": 1300000000, "high": 1500000000, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$2.15 - $2.35", "low": 2.15, "high": 2.35, "unit": "USD/share" }, { "kind": "eps", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$1.03 - $1.23", "low": 1.03, "high": 1.23, "unit": "USD/share" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$2.8 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "72 % to 76%", "low": 72.0, "high": 76.0, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "20 % to 22%", "low": 20.0, "high": 22.0, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "greater than $650 million", "low": null, "high": null, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2027", "value": "$5B", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://s204.q4cdn.com/645488518/files/content_files/FY2026-4th-Quarter-Earnings-Presentation_Final.pdf", "investor_documents": [ { "title": "FY 2026 4th Quarter Earnings Presentation", "kind": "slides", "url": "https://s204.q4cdn.com/645488518/files/content_files/FY2026-4th-Quarter-Earnings-Presentation_Final.pdf" }, { "title": "Earnings Call Transcript", "kind": "transcript", "url": "https://s204.q4cdn.com/645488518/files/content_files/Q4FY26-Earnings-Conference-Call_Transcript_11-5-26_Final.pdf" }, { "title": "Earnings Webcast", "kind": "webcast", "url": "https://event.choruscall.com/mediaframe/webcast.html?webcastid=DztSwmGG" }, { "title": "10-K", "kind": "other", "url": "https://s204.q4cdn.com/645488518/files/content_files/QCOM-09-27-26-10-K_Final-v2-IR.pdf" }, { "title": "10-K", "kind": "other", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000804328/fc71d98f-bac8-4408-be90-0c628aee1fee.html" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/804328/000080432826000127/0000804328-26-000127-index.htm" }, { "ticker": "TXN", "name": "Texas Instruments", "sector": "Semiconductors", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-21", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/txn/2026-q3/", "markdown": "https://earnings.opennash.com/companies/txn/2026-q3/index.md", "headline": "Texas Instruments reported third quarter revenue of $6.06 billion, net income of $2.43 billion and earnings per share of $2.62.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$6.06 billion", "change": "up 28% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$2.43 billion", "change": "up 78% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted earnings per share", "value": "$2.62", "change": "up 77% from a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating profit", "value": "$2,874", "change": "up 73% from a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Cash flow from operations, trailing 12 months", "value": "$9.9 billion", "change": "up 43% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow, trailing 12 months", "value": "$8.4 billion", "change": "up 249% from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "$5.80 billion to $6.30 billion", "low": 5800000000, "high": 6300000000, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "$2.45 and $2.79", "low": 2.45, "high": 2.79, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "about 13 %", "low": null, "high": null, "unit": "%" }, { "kind": "tax_rate", "horizon": "other", "period": "2027", "value": "13 % to 14%", "low": 13.0, "high": 14.0, "unit": "%" }, { "kind": "capex", "horizon": "full_year", "period": "2026", "value": "$2 billion to $3 billion", "low": 2000000000, "high": 3000000000, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/97476/000009747626000165/0000097476-26-000165-index.htm" }, { "ticker": "CAT", "name": "Caterpillar", "sector": "Industrials", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/cat/2026-q3/", "markdown": "https://earnings.opennash.com/companies/cat/2026-q3/index.md", "headline": "Caterpillar reported third-quarter 2026 sales and revenues of $20.7 billion, up 17%, with profit per share of $7.13 and adjusted profit per share of $7.20.", "metrics": [ { "id": "revenue", "label": "Sales and revenues", "value": "$20.7 billion", "change": "up 17% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Profit attributable to common shareholders", "value": "$3,287", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Profit per share", "value": "$7.13", "change": "up from $4.88 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted profit per share", "value": "$7.20", "change": "up from $4.95 a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating profit", "value": "$4.214 billion", "change": "up 38% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating profit margin", "value": "20.4%", "change": "up from 17.3% a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Adjusted operating profit margin", "value": "20.6%", "change": "up from 17.5% a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Enterprise operating cash flow", "value": "$4.4 billion", "change": "", "basis": "GAAP" } ], "outlook": [ { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "approximately 23 %", "low": null, "high": null, "unit": "%" }, { "kind": "capex", "horizon": "full_year", "period": "2026", "value": "about 3.3 $1 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "about $300 million", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "top half of our annual target range of $6 to $15 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://s25.q4cdn.com/358376879/files/content_files/3Q-2026-Analyst-Slide-Deck_Final.pdf", "investor_documents": [ { "title": "Earnings Presentation", "kind": "slides", "url": "https://s25.q4cdn.com/358376879/files/content_files/3Q-2026-Analyst-Slide-Deck_Final.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s25.q4cdn.com/358376879/files/content_files/3Q2026-Transcript-FINAL_PM.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/128162414" }, { "title": "Caterpillar Inc. News Release", "kind": "other", "url": "https://www.caterpillar.com/en/news/corporate-press-releases/h/3q26-results-caterpillar-inc.html" }, { "title": "Results at Work", "kind": "other", "url": "https://www.youtube.com/watch?v=ZF3pzWJuEeo" }, { "title": "Cat Financial News Release", "kind": "other", "url": "https://www.caterpillar.com/en/news/corporate-press-releases/h/3q26-results-cat-financial.html" }, { "title": "Caterpillar Inc. Form 10-Q", "kind": "other", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000018230/ad71d031-038b-42ef-9c7c-ed3a16ad8b0f.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/18230/000001823026000052/0000018230-26-000052-index.htm" }, { "ticker": "GS", "name": "Goldman Sachs", "sector": "Banking", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-13", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/gs/2026-q3/", "markdown": "https://earnings.opennash.com/companies/gs/2026-q3/index.md", "headline": "Goldman Sachs reported third quarter net revenues of $18.68 billion, net earnings of $5.29 billion and diluted EPS of $17.01.", "metrics": [ { "id": "revenue", "label": "Net revenues", "value": "$18.68 billion", "change": "23% higher than the third quarter of 2025 and 8% lower than the second quarter of 2026", "basis": "GAAP" }, { "id": "net_income", "label": "Net earnings", "value": "$5.29 billion", "change": "up 29% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$17.01", "change": "compared with $12.25 for the third quarter of 2025 and $20.98 for the second quarter of 2026", "basis": "GAAP" }, { "id": "other", "label": "Annualized ROE", "value": "18.7%", "change": "20.7% for the first nine months of 2026", "basis": "" }, { "id": "other", "label": "Book value per common share", "value": "$372.64", "change": "increased by 1.4% during the third quarter of 2026", "basis": "" }, { "id": "other", "label": "Efficiency ratio, first nine months", "value": "59.4%", "change": "compared with 62.1% for the first nine months of 2025", "basis": "" } ], "outlook": [ { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "approximately 20%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "roughly $150 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://www.goldmansachs.com/pressroom/press-releases/current/pdfs/2026-q3-earnings-results-presentation.pdf", "investor_documents": [ { "title": "2026 Third Quarter Earnings Results Presentation", "kind": "slides", "url": "https://www.goldmansachs.com/pressroom/press-releases/current/pdfs/2026-q3-earnings-results-presentation.pdf" }, { "title": "2026 Third Quarter Earnings Results", "kind": "other", "url": "https://www.goldmansachs.com/pressroom/press-releases/current/pdfs/2026-q3-results.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/886982/000088698226000529/0000886982-26-000529-index.htm" }, { "ticker": "MS", "name": "Morgan Stanley", "sector": "Banking", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-14", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/ms/2026-q3/", "markdown": "https://earnings.opennash.com/companies/ms/2026-q3/index.md", "headline": "Morgan Stanley Reports Net Revenues of $20.3 Billion, EPS of $3.03 and ROTCE of 22.6%", "metrics": [ { "id": "revenue", "label": "Net revenues", "value": "$20.3 billion", "change": "compared with $18.2 billion a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income applicable to Morgan Stanley", "value": "$4.9 billion", "change": "compared with $4.6 billion a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Earnings per diluted share", "value": "$3.03", "change": "compared with $2.80 per diluted share a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Pre-tax income", "value": "$6.5 billion", "change": "", "basis": "GAAP" }, { "id": "other", "label": "Return on tangible common equity (ROTCE)", "value": "22.6%", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Standardized CET1 capital ratio", "value": "14.9%", "change": "", "basis": "" } ], "outlook": [], "transcript": true, "slides": null, "investor_documents": [ { "title": "3Q 2026 Financial Supplements", "kind": "financials", "url": "https://www.morganstanley.com/content/dam/msdotcom/en/about-us-ir/finsup3q2026/finsup3q2026.pdf" }, { "title": "3Q 2026 10-Q", "kind": "other", "url": "https://www.morganstanley.com/content/dam/msdotcom/en/about-us-ir/shareholder/10q0926.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000288/0000895421-26-000288-index.htm" }, { "ticker": "AXP", "name": "American Express", "sector": "Payments", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-23", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/axp/2026-q3/", "markdown": "https://earnings.opennash.com/companies/axp/2026-q3/index.md", "headline": "American Express delivered record Q3 revenue of $20.1 billion, up 9% YoY, as EPS rose 31% to $5.42, or 13% to $4.68 on an adjusted basis.", "metrics": [ { "id": "revenue", "label": "Total revenues net of interest expense", "value": "$20.1 billion", "change": "up 9 percent year-over-year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$3.7 billion", "change": "compared with net income of $2.9 billion a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$5.42", "change": "up 31 percent from $4.14 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$4.68", "change": "up 13% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Net write-off rate (principal only)", "value": "1.8 percent", "change": "down from 1.9 percent a year ago", "basis": "" }, { "id": "other", "label": "Effective tax rate", "value": "18.1 percent", "change": "down from 24.1 percent a year ago", "basis": "GAAP" } ], "outlook": [ { "kind": "eps", "horizon": "full_year", "period": "full-year 2026", "value": "between $18.30 and $18.60", "low": 18.3, "high": 18.6, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "full-year 2026", "value": "$17.60-$17.90", "low": 17.6, "high": 17.9, "unit": "USD/share" }, { "kind": "revenue", "horizon": "full_year", "period": "full-year 2026", "value": "10 percent", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": "https://s26.q4cdn.com/747928648/files/doc_earnings/2026/q3/presentation/Q3-2026-Earnings-Presentation.pdf", "investor_documents": [ { "title": "Presentation", "kind": "slides", "url": "https://s26.q4cdn.com/747928648/files/doc_earnings/2026/q3/presentation/Q3-2026-Earnings-Presentation.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/328168234" }, { "title": "Financial Tables", "kind": "financials", "url": "https://s26.q4cdn.com/747928648/files/doc_earnings/2026/q3/supplemental-info/Q3-2026-Earnings-Tables.pdf" }, { "title": "10-Q", "kind": "other", "url": "https://s26.q4cdn.com/747928648/files/doc_financials/2026/q3/246733a1-648c-4018-b8a3-9a98c6aea2d7.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/4962/000000496226000405/0000004962-26-000405-index.htm" }, { "ticker": "VZ", "name": "Verizon", "sector": "Telecom", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-26", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/vz/2026-q3/", "markdown": "https://earnings.opennash.com/companies/vz/2026-q3/index.md", "headline": "Verizon reported third-quarter 2026 total operating revenue of $34.3 billion, up 1.5 percent year-over-year, net income of $5.3 billion, Adjusted EPS of $1.31 and 406,000 postpaid phone net additions, and raised full-year guidance.", "metrics": [ { "id": "revenue", "label": "Total operating revenue", "value": "$34.3 billion", "change": "up 1.5 percent year-over-year", "basis": "GAAP" }, { "id": "net_income", "label": "Consolidated net income", "value": "$5.3 billion", "change": "up 5.2 percent year-over-year", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.25", "change": "up 6.8 percent from $1.17 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$1.31", "change": "up 8.3 percent from $1.21 a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash flow from operations", "value": "$11.5 billion", "change": "up 2.2 percent year-over-year", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$7.8 billion", "change": "up 12.1 percent year-over-year", "basis": "non-GAAP" }, { "id": "other", "label": "Consolidated Adjusted EBITDA", "value": "$13.8 billion", "change": "up 8.0 percent year-over-year", "basis": "non-GAAP" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "full-year 2026 postpaid phone net additions", "value": "1.1 million to 1.2 million", "low": 1100000, "high": 1200000, "unit": "other" }, { "kind": "eps", "horizon": "full_year", "period": "full-year 2026", "value": "$5.04 to $5.06", "low": 5.04, "high": 5.06, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "3.5 to 5.0 percent growth year-over-year", "low": 3.5, "high": 5.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "approach 12.0 percent growth year-over-year", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "next_quarter", "period": "fourth-quarter 2026", "value": "approximately 4.0 percent growth in fourth-quarter 2026", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "full-year 2026", "value": "upper half of annual guidance of 2.5 to 3.0 percent growth", "low": null, "high": null, "unit": "%" }, { "kind": "capex", "horizon": "full_year", "period": "full-year 2026", "value": "$16.0 billion to $16.5 billion", "low": 16000000000, "high": 16500000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "up to $4.5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "by year-end 2026", "value": "exceed 32 million", "low": null, "high": null, "unit": "other" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/732712/000073271226000049/0000732712-26-000049-index.htm" }, { "ticker": "T", "name": "AT&T", "sector": "Telecom", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-21", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/t/2026-q3/", "markdown": "https://earnings.opennash.com/companies/t/2026-q3/index.md", "headline": "AT&T reported third-quarter 2026 revenues of $32.3 billion, up 5.3% year over year, diluted EPS from continuing operations of $0.13 and adjusted EPS of $0.65, versus $0.54 in the year-ago quarter.", "metrics": [ { "id": "revenue", "label": "Total revenues", "value": "$32.3 billion", "change": "up 5.3% year over year", "basis": "GAAP" }, { "id": "net_income", "label": "Income from continuing operations", "value": "$1.3 billion", "change": "versus $9.7 billion in the year-ago quarter", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS from continuing operations", "value": "$0.13", "change": "versus $1.29 in the year-ago quarter", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$0.65", "change": "versus $0.54 in the year-ago quarter", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$4.1 billion", "change": "versus $6.1 billion in the year-ago quarter", "basis": "GAAP" }, { "id": "other", "label": "Adjusted operating income", "value": "$7.6 billion", "change": "versus $6.6 billion in the year-ago quarter", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$12.5 billion", "change": "up 5.4% year over year", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash from operating activities, continuing operations", "value": "$10.5 billion", "change": "versus $10.2 billion in the year-ago quarter", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$5.0 billion", "change": "versus $4.9 billion in the year-ago quarter", "basis": "non-GAAP" } ], "outlook": [ { "kind": "eps", "horizon": "full_year", "period": "2026", "value": "$2.40 range", "low": null, "high": null, "unit": "USD/share" }, { "kind": "capex", "horizon": "full_year", "period": "2026", "value": "$23 billion to $24 billion", "low": 23000000000, "high": 24000000000, "unit": "USD" }, { "kind": "capex", "horizon": "other", "period": "2027 and 2028, annually", "value": "$22 billion to $23 billion", "low": 22000000000, "high": 23000000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$18 billion+", "low": 18000000000, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "2027", "value": "$19 billion+", "low": 19000000000, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "approximately $6 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "upper portion of the 3% to 4% range", "low": 3.0, "high": 4.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$750 million range", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "approximately $10 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/732717/000073271726000370/0000732717-26-000370-index.htm" }, { "ticker": "TMUS", "name": "T-Mobile US", "sector": "Telecom", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-28", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/tmus/2026-q3/", "markdown": "https://earnings.opennash.com/companies/tmus/2026-q3/index.md", "headline": "T-Mobile reported Service revenues of $19.4 billion up 6% year-over-year, Net income of $3.5 billion up 27%, Diluted EPS of $3.22 up 34%, and Core Adjusted EBITDA of $9.6 billion up 11%.", "metrics": [ { "id": "revenue", "label": "Total revenues", "value": "$23,584", "change": "up 7.4% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$3.5 billion", "change": "up 27% year-over-year", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$3.22", "change": "up 34% year-over-year", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "5,661", "change": "", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$7.3 billion", "change": "down 2% year-over-year", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Adjusted Free Cash Flow", "value": "$5.1 billion", "change": "up 5% year-over-year", "basis": "non-GAAP" }, { "id": "other", "label": "Core Adjusted EBITDA", "value": "$9.6 billion", "change": "up 11% year-over-year", "basis": "non-GAAP" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "approximately 1.0 million", "low": null, "high": null, "unit": "other" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "between 24% and 25%", "low": 24.0, "high": 25.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "between $37.35 billion and $37.45 billion", "low": 37350000000, "high": 37450000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "between $28.7 billion and $28.8 billion", "low": 28700000000, "high": 28800000000, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "full year 2026", "value": "approximately $10.0 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "between $18.7 billion and $18.8 billion", "low": 18700000000, "high": 18800000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "approximately 76.8 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "approximately 3.5%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "approximately 7 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1283699/000128369926000128/0001283699-26-000128-index.htm" }, { "ticker": "PFE", "name": "Pfizer", "sector": "Pharmaceuticals", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-03", "period_end": "2026-09-27", "url": "https://earnings.opennash.com/companies/pfe/2026-q3/", "markdown": "https://earnings.opennash.com/companies/pfe/2026-q3/index.md", "headline": "Pfizer reported third-quarter 2026 Revenues of $16.6 Billion, Reported Diluted EPS of $0.56 and Adjusted Diluted EPS of $0.87, and raised full-year 2026 guidance.", "metrics": [ { "id": "revenue", "label": "Third-quarter revenues", "value": "$16.6 Billion", "change": "relatively flat year over year", "basis": "GAAP" }, { "id": "net_income", "label": "Reported net income attributable to Pfizer", "value": "3,242", "change": "down 8% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Reported diluted EPS", "value": "$0.56", "change": "down 9% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$0.87", "change": "unchanged from $0.87 a year ago", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Adjusted operating margin", "value": "36%", "change": "", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow, first nine months", "value": "$8.8 billion", "change": "", "basis": "" }, { "id": "other", "label": "Adjusted income", "value": "4,985", "change": "up 1% from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full-year 2026", "value": "$62.0 to $64.0 billion", "low": 62000000000, "high": 64000000000, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "full-year 2026", "value": "$2.95 to $3.05", "low": 2.95, "high": 3.05, "unit": "USD/share" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "full-year 2026", "value": "$12.5 to $13.5 billion", "low": 12500000000, "high": 13500000000, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "full-year 2026", "value": "$10.8 to $11.8 billion", "low": 10800000000, "high": 11800000000, "unit": "USD" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full-year 2026", "value": "Approximately 15.0%", "low": null, "high": null, "unit": "%" }, { "kind": "gross_margin", "horizon": "full_year", "period": "full-year 2026", "value": "mid 70 % range", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "approximately $4 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://s206.q4cdn.com/795948973/files/doc_financials/2026/q3/Q3-2026-Earnings-Charts-FINAL.pdf", "investor_documents": [ { "title": "Presentation", "kind": "slides", "url": "https://s206.q4cdn.com/795948973/files/doc_financials/2026/q3/Q3-2026-Earnings-Charts-FINAL.pdf" }, { "title": "Prepared Remarks", "kind": "commentary", "url": "https://s206.q4cdn.com/795948973/files/doc_financials/2026/q3/Q3-2026-Earnings-Conference-Call-Prepared-Remarks-FINAL.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s206.q4cdn.com/795948973/files/content_files/PFE-USQ_Transcript_2026-11-03.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://onlinexperiences.com/Launch/QReg/ShowUUID=18F647D2-90A9-46C9-AA13-BD6520E09B73&LangLocaleID=1033&GroupID=Onyx" }, { "title": "SEC Filing", "kind": "other", "url": "https://s206.q4cdn.com/795948973/files/content_files/Form-10-Q.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/78003/000007800326000125/0000078003-26-000125-index.htm" }, { "ticker": "AMGN", "name": "Amgen", "sector": "Pharmaceuticals", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-03", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/amgn/2026-q3/", "markdown": "https://earnings.opennash.com/companies/amgn/2026-q3/index.md", "headline": "Amgen's third quarter 2026 total revenues increased 8% to $10.4 billion, with GAAP EPS up 19% from $5.93 to $7.08 and non-GAAP EPS up 14% from $5.64 to $6.45.", "metrics": [ { "id": "revenue", "label": "Total revenues", "value": "$10.4 billion", "change": "up 8% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$3,864", "change": "up from $3,216 million a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$7.08", "change": "up 19% from $5.93", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP EPS", "value": "$6.45", "change": "up 14% from $5.64", "basis": "non-GAAP" }, { "id": "operating_income", "label": "GAAP operating income", "value": "$3.7 billion", "change": "up from $2.5 billion a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "GAAP operating margin", "value": "37.5%", "change": "up 9.9 percentage points", "basis": "GAAP" }, { "id": "operating_margin", "label": "Non-GAAP operating margin", "value": "47.3%", "change": "up 0.2 percentage points", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$4,241", "change": "down from $4,684 million a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$3.7 billion", "change": "down from $4.2 billion a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "$38.9 billion to $39.7 billion", "low": 38900000000, "high": 39700000000, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "$18.34 to $19.28", "low": 18.34, "high": 19.28, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "$22.90 to $23.70", "low": 22.9, "high": 23.7, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "14.5% to 16.0%", "low": 14.5, "high": 16.0, "unit": "%" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "15.0% to 16.5%", "low": 15.0, "high": 16.5, "unit": "%" }, { "kind": "capex", "horizon": "full_year", "period": "full year 2026", "value": "approximately $2.6 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "not to exceed $3.0 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_margin", "horizon": "full_year", "period": "full year 2026", "value": "roughly 45 to 46%", "low": 45.0, "high": 46.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$2 to $2.1 billion of expense", "low": 2000000000, "high": 2100000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "approximately $1.9 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/318154/000031815426000153/0000318154-26-000153-index.htm" }, { "ticker": "GILD", "name": "Gilead Sciences", "sector": "Pharmaceuticals", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/gild/2026-q3/", "markdown": "https://earnings.opennash.com/companies/gild/2026-q3/index.md", "headline": "Gilead's third quarter 2026 product sales excluding Veklury increased 16% year-over-year to $8.2 billion and Biktarvy sales increased 10% to $4.1 billion, with diluted EPS of $1.94 and non-GAAP diluted EPS of $2.55.", "metrics": [ { "id": "revenue", "label": "Total revenues", "value": "$8,300", "change": "up 7% from a year ago", "basis": "GAAP" }, { "id": "other", "label": "Total product sales", "value": "$8.3 billion", "change": "up 13% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$2,429", "change": "compared with $3,052 a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.94", "change": "compared to $2.43 in the same period in 2025", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted EPS", "value": "$2.55", "change": "compared to $2.47 in the same period in 2025", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Product gross margin", "value": "81.0%", "change": "compared to 78.6% in the same period in 2025", "basis": "GAAP" }, { "id": "gross_margin", "label": "Non-GAAP product gross margin", "value": "88.1%", "change": "compared to 86.5% in the same period in 2025", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "3,462", "change": "compared with 3,327 a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Non-GAAP operating income", "value": "$4,168", "change": "compared with $3,921 a year ago", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "41.7%", "change": "compared with 42.8% a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$5.0 billion", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$4,798", "change": "compared with $3,962 a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "$31 to $31.3 billion", "low": 31000000000, "high": 31300000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "$30.7 and $31 billion", "low": 30700000000, "high": 31000000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "approximately $300 million", "low": null, "high": null, "unit": "USD" }, { "kind": "gross_margin", "horizon": "full_year", "period": "full year 2026", "value": "~ 87.0%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "$1.20 and $0.85", "low": -1.2, "high": -0.85, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "$8.75 to $9.10", "low": 8.75, "high": 9.1, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "220% and 165%", "low": 165, "high": 220, "unit": "%" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "20%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "approximately $12.9 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://s29.q4cdn.com/585078350/files/doc_financials/2026/q3/GILD-Q326-Earnings-Presentation-29-October-2026.pdf", "investor_documents": [ { "title": "Earnings Presentation", "kind": "slides", "url": "https://s29.q4cdn.com/585078350/files/doc_financials/2026/q3/GILD-Q326-Earnings-Presentation-29-October-2026.pdf" }, { "title": "Prepared Remarks", "kind": "transcript", "url": "https://s29.q4cdn.com/585078350/files/doc_financials/2026/q3/GILD-Q326-Prepared-Remarks-29-October-2026.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/875715673" }, { "title": "Supplementary Information", "kind": "financials", "url": "https://s29.q4cdn.com/585078350/files/doc_financials/2026/q3/GILD-Q326-Supplementary-Information-29-October-2026.pdf" }, { "title": "Summary of Remarks", "kind": "other", "url": "https://s29.q4cdn.com/585078350/files/doc_financials/2026/q3/GILD-Q326-Summary-of-Prepared-Remarks-29-October-2026.pdf" }, { "title": "Quarterly Filings", "kind": "other", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000882095/cd86fa96-e1b0-47b7-a03c-4c5440591753.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/882095/000088209526000037/0000882095-26-000037-index.htm" }, { "ticker": "BMY", "name": "Bristol Myers Squibb", "sector": "Pharmaceuticals", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/bmy/2026-q3/", "markdown": "https://earnings.opennash.com/companies/bmy/2026-q3/index.md", "headline": "Third quarter revenues increased 7% to $13.1 billion; GAAP EPS was $1.05 and non-GAAP EPS was $1.35, and 2026 revenue guidance was raised to a range of $49.75 billion to $50.25 billion.", "metrics": [ { "id": "revenue", "label": "Total revenues", "value": "$13.1 billion", "change": "up 7% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to BMS", "value": "$2.2 billion", "change": "compared with $2.2 billion a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.05", "change": "down 3% from $1.08 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted EPS", "value": "$1.35", "change": "down 17% from $1.63 a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Non-GAAP gross margin", "value": "68.4%", "change": "down from 72.9% a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Growth Portfolio revenues", "value": "$7.7 billion", "change": "up 12% from a year ago", "basis": "GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "2026", "value": "$49.75 billion to $50.25 billion", "low": 49750000000, "high": 50250000000, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "2026", "value": "$6.35 - $6.55", "low": 6.35, "high": 6.55, "unit": "USD/share" }, { "kind": "gross_margin", "horizon": "full_year", "period": "2026", "value": "~69% - 70%", "low": 69.0, "high": 70.0, "unit": "%" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "2026", "value": "~$16.5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "tax_rate", "horizon": "full_year", "period": "2026", "value": "~18%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "~$650 million of expense", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "20% - 25%", "low": 20.0, "high": 25.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "3% to 5%", "low": 3.0, "high": 5.0, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/14272/000001427226000022/0000014272-26-000022-index.htm" }, { "ticker": "CVS", "name": "CVS Health", "sector": "Health Care", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-04", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/cvs/2026-q3/", "markdown": "https://earnings.opennash.com/companies/cvs/2026-q3/index.md", "headline": "Third quarter total revenues increased to $108.4 billion, up 5.4% year-over-year, with GAAP diluted EPS of $1.68 and Adjusted EPS of $2.09.", "metrics": [ { "id": "revenue", "label": "Total revenues", "value": "$108.4 billion", "change": "up 5.4% year-over-year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income (in millions)", "value": "2,171", "change": "up $6,161 million from a net loss of $(3,990) million a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "GAAP diluted EPS", "value": "$1.68", "change": "up from a loss per share of $3.13 in the prior year", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$2.09", "change": "up from $1.60 in the prior year", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$3.6 billion", "change": "compared to an operating loss of $3.2 billion in the prior year", "basis": "GAAP" }, { "id": "other", "label": "Adjusted operating income (in millions)", "value": "4,194", "change": "up 21.2% from a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash flow from operations, year to date", "value": "$15.3 billion", "change": "", "basis": "GAAP" } ], "outlook": [ { "kind": "eps", "horizon": "full_year", "period": "year ending December 31, 2026 (GAAP diluted EPS)", "value": "at least $6.98", "low": 6.98, "high": null, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "year ending December 31, 2026 (Adjusted EPS)", "value": "at least $8.20", "low": 8.2, "high": null, "unit": "USD/share" }, { "kind": "revenue", "horizon": "full_year", "period": "full-year 2026", "value": "at least $420 billion", "low": 420000000000, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "at least $15.5 billion", "low": 15500000000, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "at least $5.4 billion", "low": 5400000000, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "89.75%, plus or minus 25 basis points", "low": 89.5, "high": 90.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "at least $6.5 billion", "low": 6500000000, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "at least $17.05 billion", "low": 17050000000, "high": null, "unit": "USD" }, { "kind": "eps", "horizon": "other", "period": "2027", "value": "at least $8.65", "low": 8.65, "high": null, "unit": "USD/share" }, { "kind": "other", "horizon": "other", "period": "2027", "value": "at least $7 billion", "low": 7000000000, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://s206.q4cdn.com/752775519/files/content_files/Q3-2026-Earnings-Presentation.pdf", "investor_documents": [ { "title": "Q3 2026 Earnings Presentation", "kind": "slides", "url": "https://s206.q4cdn.com/752775519/files/content_files/Q3-2026-Earnings-Presentation.pdf" }, { "title": "Investor Update Presentation", "kind": "slides", "url": "https://s206.q4cdn.com/752775519/files/content_files/Investor-Update-Presentation.pdf" }, { "title": "Investor Update Release", "kind": "slides", "url": "https://s206.q4cdn.com/752775519/files/content_files/Investor_Update.pdf" }, { "title": "Q3 2026 Transcript", "kind": "transcript", "url": "https://s206.q4cdn.com/752775519/files/content_files/Q3-2026-Transcript.pdf" }, { "title": "Listen to webcast", "kind": "webcast", "url": "https://cvs-health-q3-2026-earnings-conference-call.open-exchange.net/" }, { "title": "Q3 2026 Form 10-Q", "kind": "other", "url": "https://s206.q4cdn.com/752775519/files/content_files/Q3-2026-Form-10-Q.pdf" }, { "title": "Q3 2026 Non-GAAP Reconciliation", "kind": "other", "url": "https://s206.q4cdn.com/752775519/files/content_files/Q3-2026-Non-GAAP-Reconciliation.pdf" }, { "title": "2026 Consolidated Guidance Summary", "kind": "other", "url": "https://s206.q4cdn.com/752775519/files/content_files/Q3-2026-Consolidated-Guidance-Summary.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/64803/000006480326000107/0000064803-26-000107-index.htm" }, { "ticker": "MDT", "name": "Medtronic", "sector": "Medical Devices", "quarter": "Q1 FY2027", "key": "2027-q1", "filed": "2026-09-01", "period_end": "2026-07-31", "url": "https://earnings.opennash.com/companies/mdt/2027-q1/", "markdown": "https://earnings.opennash.com/companies/mdt/2027-q1/index.md", "headline": "Medtronic reported first quarter fiscal 2027 revenue of $9.756 billion, up 13.7% as reported and 13.7% organic, with GAAP diluted EPS of $1.14 and non-GAAP diluted EPS of $1.45, and raised its fiscal 2027 guidance.", "metrics": [ { "id": "revenue", "label": "Worldwide revenue", "value": "$9.756 billion", "change": "up 13.7% as reported and 13.7% organic", "basis": "" }, { "id": "net_income", "label": "Net income attributable to Medtronic", "value": "$1.470 billion", "change": "up 41.4%", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.14", "change": "up 40.7%", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Diluted EPS", "value": "$1.45", "change": "up 15.1%", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Adjusted gross margin", "value": "65.2%", "change": "up 10 basis points year over year", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating profit", "value": "$1.764 billion", "change": "up 22.1%", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "18.1%", "change": "up 120 basis points", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating profit", "value": "$2.316 billion", "change": "up 14.9%", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "23.7%", "change": "up 10 basis points", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$1,793", "change": "vs. $1,088 million a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$1,290", "change": "vs. $584 million a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2027", "value": "7.25% to 7.75%", "low": 7.25, "high": 7.75, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2027", "value": "$5.94 to $6.00", "low": 5.94, "high": 6.0, "unit": "USD/share" }, { "kind": "revenue", "horizon": "next_quarter", "period": "second quarter of fiscal 2027", "value": "roughly 6 %", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "next_quarter", "period": "second quarter of fiscal 2027", "value": "$1.32 to $1.34", "low": 1.32, "high": 1.34, "unit": "USD/share" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal 2027", "value": "approximately 50 basis points", "low": null, "high": null, "unit": "other" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "approximately 10 %", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "50 to 150 million", "low": 50000000, "high": 150000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "$150 million", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://investorrelations.medtronic.com/image/FY27Q1-Earnings-Presentation.pdf", "investor_documents": [ { "title": "Earnings Presentation", "kind": "slides", "url": "https://investorrelations.medtronic.com/image/FY27Q1-Earnings-Presentation.pdf" }, { "title": "Prepared Remarks", "kind": "commentary", "url": "https://investorrelations.medtronic.com/image/FY27Q1-Earnings-Commentary-FINAL.pdf" }, { "title": "Financial Statements", "kind": "financials", "url": "https://investorrelations.medtronic.com/image/Q1FY27-Financial-Schedules.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1613103/000162828026059697/0001628280-26-059697-index.htm" }, { "ticker": "RTX", "name": "RTX", "sector": "Aerospace", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-20", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/rtx/2026-q3/", "markdown": "https://earnings.opennash.com/companies/rtx/2026-q3/index.md", "headline": "RTX reported Q3 2026 sales of $25.0 billion, up 11 percent versus prior year, with GAAP EPS of $1.89 and adjusted EPS of $2.26, up 33 percent.", "metrics": [ { "id": "revenue", "label": "Sales", "value": "$25.0 billion", "change": "up 11 percent versus prior year, and up 12 percent organically", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to common shareowners", "value": "$2.6 billion", "change": "up 35% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "GAAP diluted EPS", "value": "$1.89", "change": "up 34% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$2.26", "change": "up $0.56, or 33 percent, versus prior year", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Operating profit margin", "value": "13.4%", "change": "up from 11.2% a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$2.9 billion", "change": "down 38% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$2.1 billion", "change": "down 47% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Company backlog", "value": "$340 billion", "change": "", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "$97.0 - $97.5 billion", "low": 97000000000, "high": 97500000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "10 to 11 percent", "low": 10, "high": 11, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "$7.65 - $7.75", "low": 7.65, "high": 7.75, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$9.0 - $9.2 billion", "low": 9000000000, "high": 9200000000, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/101829/000010182926000030/0000101829-26-000030-index.htm" }, { "ticker": "LMT", "name": "Lockheed Martin", "sector": "Aerospace", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-22", "period_end": "2026-09-27", "url": "https://earnings.opennash.com/companies/lmt/2026-q3/", "markdown": "https://earnings.opennash.com/companies/lmt/2026-q3/index.md", "headline": "Lockheed Martin reported third quarter 2026 sales increased 11% to $20.7 billion, net earnings increased 14% to $1.8 billion, or $7.97 per share, and free cash flow of $3.0 billion, with record backlog of $292.0 billion.", "metrics": [ { "id": "revenue", "label": "Sales", "value": "$20.7 billion", "change": "up 11% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net earnings", "value": "$1.8 billion", "change": "up 14% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted earnings per share", "value": "$7.97", "change": "compared to $6.95 a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Consolidated operating profit", "value": "$2,443", "change": "up from $2,280 a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Total consolidated operating margin", "value": "11.8%", "change": "down from 12.3% a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Cash from operations", "value": "$3.4 billion", "change": "down from $3.7 billion a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$3.0 billion", "change": "down from $3.3 billion a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Backlog", "value": "$292.0 billion", "change": "up 27% since the second quarter of 2026", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full-year 2026", "value": "$80 to $82 billion", "low": 80000000000, "high": 82000000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "~$8,575 - $8,675", "low": 8575000000, "high": 8675000000, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "full-year 2026", "value": "~$30.35 - $30.75", "low": 30.35, "high": 30.75, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "~$10,000 - $10,200", "low": 10000000000, "high": 10200000000, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "full-year 2026", "value": "~$2,100 - $2,300", "low": 2100000000, "high": 2300000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "~$7,800 - $8,000", "low": 7800000000, "high": 8000000000, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "2027", "value": "in excess of $1 billion", "low": 1000000000, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/936468/000162828026066780/0001628280-26-066780-index.htm" }, { "ticker": "HON", "name": "Honeywell", "sector": "Industrials", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-22", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/hon/2026-q3/", "markdown": "https://earnings.opennash.com/companies/hon/2026-q3/index.md", "headline": "Honeywell Technologies reported third-quarter sales of $5.0 billion, up 1% reported and 7% organic, with operating margin of 14.8%, EPS of $2.40 and adjusted EPS of $2.27, up 34%, and raised its full-year 2026 outlook.", "metrics": [ { "id": "revenue", "label": "Sales", "value": "$5.0 billion", "change": "up 1% reported (7% organic)", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$740", "change": "up 79% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "14.8%", "change": "up 640 basis points", "basis": "GAAP" }, { "id": "eps_diluted", "label": "EPS from continuing operations (diluted)", "value": "$2.40", "change": "down 20% due to one-time gain in prior year", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$2.27", "change": "up 34% from a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$607 million", "change": "down 74% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$688 million", "change": "up 15% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Segment margin", "value": "21.3%", "change": "up 370 basis points", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full-year 2026", "value": "$20.0 billion to $20.1 billion", "low": 20000000000, "high": 20100000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "4% to 5%", "low": 4, "high": 5, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "5% to 6%", "low": 5, "high": 6, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "full-year 2026", "value": "approximately 20.5%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "full-year 2026", "value": "$8.40 to $8.45", "low": 8.4, "high": 8.45, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "~$2.1 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "~$2.1 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "end of 2026", "value": "under $13 billion", "low": null, "high": 13000000000, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/773840/000077384026000141/0000773840-26-000141-index.htm" }, { "ticker": "UNP", "name": "Union Pacific", "sector": "Transportation", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-22", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/unp/2026-q3/", "markdown": "https://earnings.opennash.com/companies/unp/2026-q3/index.md", "headline": "Union Pacific reported third quarter 2026 net income of $2.1 billion, up 16%, diluted EPS of $3.49, up 16%, and an operating ratio of 59.1%.", "metrics": [ { "id": "revenue", "label": "Operating revenue", "value": "$7.2 billion", "change": "grew 15%", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$2.1 billion", "change": "up 16%", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$3.49", "change": "up 16%", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$3.53", "change": "up 15%", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income (millions)", "value": "2,943", "change": "up 15%", "basis": "GAAP" }, { "id": "other", "label": "Operating ratio", "value": "59.1%", "change": "improved 10 basis points", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Cash provided by operating activities, nine months (millions)", "value": "8,302", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow, nine months (millions)", "value": "$2,362", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "capex", "horizon": "full_year", "period": "2026", "value": "$3.5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$4.85 per gallon", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/100885/000010088526000319/0000100885-26-000319-index.htm" }, { "ticker": "UPS", "name": "UPS", "sector": "Transportation", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-27", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/ups/2026-q3/", "markdown": "https://earnings.opennash.com/companies/ups/2026-q3/index.md", "headline": "UPS reported third-quarter 2026 consolidated revenue of $22.9 billion, up 6.7%, with diluted EPS of $1.37 and non-GAAP adjusted diluted EPS of $1.69.", "metrics": [ { "id": "revenue", "label": "Consolidated revenue", "value": "$22.9 billion", "change": "up 6.7% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$1,163", "change": "down from $1,311 million a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.37", "change": "down from $1.55 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$1.69", "change": "down from $1.74 a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Consolidated operating profit", "value": "$1.7 billion", "change": "", "basis": "GAAP" }, { "id": "operating_margin", "label": "Consolidated operating margin", "value": "7.6%", "change": "", "basis": "GAAP" }, { "id": "other", "label": "Adjusted consolidated operating margin", "value": "9.0%", "change": "down 100 bps from 10.0%", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow, nine months", "value": "$5,986", "change": "up from $5,148 million a year ago", "basis": "" }, { "id": "free_cash_flow", "label": "Free cash flow, nine months", "value": "$4,220", "change": "up from $2,744 million a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$25.7 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$3.3 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "10.5%", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "20%", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "12.2 percent", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "$92.6 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$8.75 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "$7.28", "low": null, "high": null, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$6.1B", "low": null, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "full year 2026", "value": "$3.0 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "23%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$5.4 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://investors.ups.com/_assets/_bde8b72dd2a97b449562d850807b2013/ups/db/1111/11047/file/3Q26+Earnings+Webcast+Deck.pdf", "investor_documents": [ { "title": "3Q26 Earnings Presentation", "kind": "slides", "url": "https://investors.ups.com/_assets/_bde8b72dd2a97b449562d850807b2013/ups/db/1111/11047/file/3Q26+Earnings+Webcast+Deck.pdf" }, { "title": "Document", "kind": "other", "url": "https://investors.ups.com/_assets/_bde8b72dd2a97b449562d850807b2013/ups/news/2026-10-27_UPS_Releases_3Q_2026_2172.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1090727/000162828026067381/0001628280-26-067381-index.htm" }, { "ticker": "FDX", "name": "FedEx", "sector": "Transportation", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-28", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/fdx/2026-q3/", "markdown": "https://earnings.opennash.com/companies/fdx/2026-q3/index.md", "headline": "FedEx reported third-quarter revenue of $22.9 billion, diluted EPS of $1.21 and adjusted diluted EPS of $3.74, and raised its calendar 2026 earnings outlook.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$22.9 billion", "change": "up 12% from a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$1.07 billion", "change": "up 10% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "4.7%", "change": "vs 4.8% a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income (continuing operations)", "value": "$0.29 billion", "change": "vs $0.65 billion a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS (continuing operations)", "value": "$1.21", "change": "vs $2.73 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS (continuing operations)", "value": "$3.74", "change": "vs $2.93 a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash provided by operating activities (nine months)", "value": "7,448", "change": "vs 6,638 in the prior-year nine months", "basis": "GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "calendar year 2026", "value": "~12% YoY", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "calendar year 2026", "value": "$35.30 to $35.90", "low": 35.3, "high": 35.9, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "calendar year 2026", "value": "$18.00 to $18.60", "low": 18.0, "high": 18.6, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "full_year", "period": "calendar year 2026", "value": "~22.5%", "low": null, "high": null, "unit": "%" }, { "kind": "capex", "horizon": "full_year", "period": "calendar year 2026", "value": "$3.9 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "calendar year 2026", "value": "$475 million", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "effective January 4, 2027", "value": "5.9%", "low": null, "high": null, "unit": "%" } ], "transcript": false, "slides": "https://s21.q4cdn.com/665674268/files/doc_financials/2026/q3/FDX-Q3-FY26-Earnings-Presentation_FINAL_2per.pdf", "investor_documents": [ { "title": "Earnings Presentation", "kind": "slides", "url": "https://s21.q4cdn.com/665674268/files/doc_financials/2026/q3/FDX-Q3-FY26-Earnings-Presentation_FINAL_2per.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s21.q4cdn.com/665674268/files/doc_financials/2026/q3/Earnings-Transcript-Q3FY26.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/676762251" }, { "title": "10-Q", "kind": "other", "url": "https://s21.q4cdn.com/665674268/files/doc_financials/2026/q3/76e601ba-f92f-407d-bab0-cd80ff4810c2.pdf" }, { "title": "Podcast", "kind": "other", "url": "https://s21.q4cdn.com/665674268/files/doc_financials/2026/q3/FedEx_260319_1730.mp3" }, { "title": "Stat Book", "kind": "other", "url": "https://s21.q4cdn.com/665674268/files/doc_financials/2026/q3/FedEx-Q3-FY26-Stat-Book.pdf" }, { "title": "Stat Book", "kind": "other", "url": "https://s21.q4cdn.com/665674268/files/doc_financials/2026/q3/FedEx-Q3-FY26-Stat-Book.xlsx" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1048911/000104891126000128/0001048911-26-000128-index.htm" }, { "ticker": "DE", "name": "Deere", "sector": "Industrials", "quarter": "Q3 FY2026", "key": "2026-q3", "filed": "2026-08-20", "period_end": "2026-08-02", "url": "https://earnings.opennash.com/companies/de/2026-q3/", "markdown": "https://earnings.opennash.com/companies/de/2026-q3/index.md", "headline": "Deere reported third-quarter net income of $1.379 billion, or $5.10 per share, on net sales and revenues of $12.608 billion, and raised full-year net income guidance to $4.75 billion to $5.00 billion.", "metrics": [ { "id": "revenue", "label": "Net sales and revenues", "value": "$12.608 billion", "change": "up 5% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to Deere & Company", "value": "$1.379 billion", "change": "up 7% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$5.10", "change": "up from $4.75 a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Equipment operations operating margin", "value": "14.4 percent", "change": "", "basis": "" }, { "id": "other", "label": "Equipment operations net sales", "value": "$10.999 billion", "change": "up 6% from a year ago", "basis": "GAAP" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "fiscal 2026", "value": "$4.75 billion to $5.00 billion", "low": 4750000000, "high": 5000000000, "unit": "USD" }, { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal year 2026", "value": "between 24 and 26 percent", "low": 24.0, "high": 26.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2026", "value": "$5 to $5.5 billion", "low": 5000000000, "high": 5500000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2026", "value": "down approximately 10 %", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal 2026", "value": "between 11 and 12 percent", "low": 11.0, "high": 12.0, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2026", "value": "up approximately 15%", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal 2026", "value": "between 14.5 percent and 15.5 percent", "low": 14.5, "high": 15.5, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2026", "value": "approximately 20 % year-over-year growth", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal 2026", "value": "between 10.5 and 11.5 %", "low": 10.5, "high": 11.5, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2026", "value": "$870 million", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2026", "value": "approximately $1.1 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://s22.q4cdn.com/253594569/files/doc_financials/2026/q3/DE-3Q26-Earnings-Call-Slides.pdf", "investor_documents": [ { "title": "Earnings Call Presentation", "kind": "slides", "url": "https://s22.q4cdn.com/253594569/files/doc_financials/2026/q3/DE-3Q26-Earnings-Call-Slides.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s22.q4cdn.com/253594569/files/doc_financials/2026/q3/DE-3Q26-Earnings-Call-Transcript.pdf" }, { "title": "News Release and Financials", "kind": "other", "url": "https://s22.q4cdn.com/253594569/files/doc_financials/2026/q3/DE-3Q26-News-Release.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/315189/000110465926098904/0001104659-26-098904-index.htm" }, { "ticker": "MMM", "name": "3M", "sector": "Industrials", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-20", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/mmm/2026-q3/", "markdown": "https://earnings.opennash.com/companies/mmm/2026-q3/index.md", "headline": "3M reported Q3 GAAP sales of $6.6 billion, up 1.0%, operating margin of 23.7% and EPS of $2.63, up 70%, with adjusted EPS of $2.50, up 12%, and 2026 adjusted EPS guidance raised to $9.10 to $9.15.", "metrics": [ { "id": "revenue", "label": "GAAP net sales", "value": "$6.6 billion", "change": "up 1.0% year on year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to 3M common shareholders", "value": "$1,373", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "GAAP diluted EPS", "value": "$2.63", "change": "up 70% year on year", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS (new basis)", "value": "$2.50", "change": "up 12% YoY", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "GAAP operating margin", "value": "23.7%", "change": "up 150 bps", "basis": "GAAP" }, { "id": "operating_margin", "label": "Adjusted operating margin (new basis)", "value": "26.2%", "change": "up 110 bps YoY", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$0.5 billion", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Adjusted free cash flow", "value": "$1.2 billion", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "full-year 2026", "value": ">3.5 percent", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "full-year 2026", "value": "$9.10 to $9.15", "low": 9.1, "high": 9.15, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "~$4.8 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_margin", "horizon": "full_year", "period": "full-year 2026", "value": "~24.6%", "low": null, "high": null, "unit": "%" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full-year 2026", "value": "~20%", "low": null, "high": null, "unit": "%" }, { "kind": "capex", "horizon": "full_year", "period": "full-year 2026", "value": "~$1.1", "low": null, "high": null, "unit": "USD" }, { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "just over 4 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": "https://d1io3yog0oux5.cloudfront.net/_3313b79e6bb741b0ec58019ec01cb87f/3m/db/3222/31021/presentation/3Q+2026+Earnings+Presentation+-+vFinal.pdf", "investor_documents": [ { "title": "Slide deck", "kind": "slides", "url": "https://d1io3yog0oux5.cloudfront.net/_3313b79e6bb741b0ec58019ec01cb87f/3m/db/3222/31021/presentation/3Q+2026+Earnings+Presentation+-+vFinal.pdf" }, { "title": "Financial tables", "kind": "financials", "url": "https://d1io3yog0oux5.cloudfront.net/_3313b79e6bb741b0ec58019ec01cb87f/3m/db/3222/31021/financial_statement/Q3+2026+-+Supplemental+Financial+Schedules.pdf" }, { "title": "View Source", "kind": "financials", "url": "https://d1io3yog0oux5.cloudfront.net/_3313b79e6bb741b0ec58019ec01cb87f/3m/db/3222/31021/financial_statement/Q3+2026+-+Supplemental+Financial+Schedules.pdf#page=7" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/66740/000006674026000308/0000066740-26-000308-index.htm" }, { "ticker": "LOW", "name": "Lowe's", "sector": "Retail", "quarter": "Q2 FY2026", "key": "2026-q2", "filed": "2026-08-19", "period_end": "2026-07-31", "url": "https://earnings.opennash.com/companies/low/2026-q2/", "markdown": "https://earnings.opennash.com/companies/low/2026-q2/index.md", "headline": "Lowe's reported second quarter 2026 diluted EPS of $4.27 and adjusted diluted EPS of $4.40, with total sales of $26.0 billion and comparable sales up 0.2%.", "metrics": [ { "id": "revenue", "label": "Total sales", "value": "$26.0 billion", "change": "up 8.3% from the second quarter of last year", "basis": "GAAP" }, { "id": "net_income", "label": "Net earnings", "value": "$2.4 billion", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$4.27", "change": "compared to diluted EPS of $4.27 in the second quarter of 2025", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$4.40", "change": "increased 1.6% from the prior-year adjusted diluted EPS", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "33%", "change": "down 80 basis points versus prior year adjusted gross margin", "basis": "" }, { "id": "operating_income", "label": "Operating income ($ millions)", "value": "3,549", "change": "from 3,469 in the prior-year quarter", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "13.7%", "change": "-81 basis points vs. LY", "basis": "GAAP" }, { "id": "other", "label": "Adjusted operating margin", "value": "14.0%", "change": "-62 basis points vs. LY ADJ. OPERATING MARGIN", "basis": "non-GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$3.1 billion", "change": "", "basis": "" }, { "id": "other", "label": "Comparable sales", "value": "0.2%", "change": "increased; fifth consecutive quarter of positive comp sales", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "fiscal year 2026", "value": "$92.0 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal year 2026", "value": "11.2%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2026", "value": "approximately $1.6 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal year 2026", "value": "approximately 24.5%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal year 2026", "value": "approximately $11.75", "low": null, "high": null, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal year 2026", "value": "approximately $12.25", "low": null, "high": null, "unit": "USD/share" }, { "kind": "capex", "horizon": "full_year", "period": "fiscal year 2026", "value": "up to $2.5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "third quarter of fiscal 2026", "value": "approximately 7 % below prior year", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/60667/000006066726000113/0000060667-26-000113-index.htm" }, { "ticker": "BKNG", "name": "Booking Holdings", "sector": "Internet & Travel", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-03", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/bkng/2026-q3/", "markdown": "https://earnings.opennash.com/companies/bkng/2026-q3/index.md", "headline": "Booking Holdings reported third quarter 2026 gross bookings of $54.5B (up 10%), Adjusted Revenue of $9.8B (up 9%), GAAP EPS of $3.61 (up 7%) and Adjusted EPS of $4.66 (up 17%).", "metrics": [ { "id": "revenue", "label": "Total revenue", "value": "$8.9B", "change": "down 1% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$2.7B", "change": "down 1% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$3.61", "change": "up 7% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$4.66", "change": "up 17% from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "3,418", "change": "", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$1.1B", "change": "down 21% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$1.1B", "change": "down 22% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Gross bookings", "value": "$54.5B", "change": "up 10% from a year ago", "basis": "" }, { "id": "other", "label": "Adjusted Revenue", "value": "$9.8B", "change": "up 9% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$4.6B", "change": "up 9% from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "1% - 3%", "low": 1.0, "high": 3.0, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "2% - 4%", "low": 2.0, "high": 4.0, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "4% - 6%", "low": 4.0, "high": 6.0, "unit": "%" }, { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "0% - 2%", "low": 0.0, "high": 2.0, "unit": "%" }, { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "2% - 4%", "low": 2.0, "high": 4.0, "unit": "%" } ], "transcript": true, "slides": "https://s25.q4cdn.com/383369491/files/content_files/BKNG-Quarterly-Earnings-Presentation-_Q3-2026_.pdf", "investor_documents": [ { "title": "Quarterly Earnings Presentation", "kind": "slides", "url": "https://s25.q4cdn.com/383369491/files/content_files/BKNG-Quarterly-Earnings-Presentation-_Q3-2026_.pdf" }, { "title": "Prepared Remarks", "kind": "commentary", "url": "https://s25.q4cdn.com/383369491/files/content_files/Q3_26-Prepared-Remarks-for-Website.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s25.q4cdn.com/383369491/files/content_files/CORRECTED-TRANSCRIPT-Booking-Holdings-Inc-BKNG-US-Q3-2026-Earnings-Call-3-November2026.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/814641378" }, { "title": "Quarterly Filing", "kind": "other", "url": "https://s25.q4cdn.com/383369491/files/content_files/BKNG-3Q26-10Q.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1075531/000107553126000044/0001075531-26-000044-index.htm" }, { "ticker": "PM", "name": "Philip Morris International", "sector": "Consumer Brands", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-21", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/pm/2026-q3/", "markdown": "https://earnings.opennash.com/companies/pm/2026-q3/index.md", "headline": "Philip Morris International reported third-quarter 2026 net revenues up 5.5% (7.1% organically) to $11.4 billion, reported diluted EPS down 4.9% to $2.12, and adjusted diluted EPS up 5.4% to $2.36.", "metrics": [ { "id": "revenue", "label": "Net revenues", "value": "$11.4 billion", "change": "up 5.5% (7.1% organically) from a year ago", "basis": "" }, { "id": "eps_diluted", "label": "Reported diluted EPS", "value": "$2.12", "change": "down 4.9% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$2.36", "change": "up 5.4% from a year ago (5.8% excluding currency)", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$4,866", "change": "up 14.1% from a year ago", "basis": "GAAP" }, { "id": "gross_margin", "label": "Adjusted gross profit margin", "value": "68.7%", "change": "up 0.8pp from a year ago", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Adjusted operating income margin", "value": "44.7%", "change": "up 1.6pp from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "eps", "horizon": "full_year", "period": "full year 2026 (adjusted diluted EPS)", "value": "$8.29 to $8.44", "low": 8.29, "high": 8.44, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026 (reported diluted EPS)", "value": "$7.11 to $7.26", "low": 7.11, "high": 7.26, "unit": "USD/share" }, { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "5% to 7%", "low": 5.0, "high": 7.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "7% to 9%", "low": 7.0, "high": 9.0, "unit": "%" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "around 21.5%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "around $13.5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "full year 2026", "value": "$1.4 to $1.6 billion", "low": 1400000000, "high": 1600000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "39.5 to 40.5 billion units", "low": 39500000000, "high": 40500000000, "unit": "other" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "around 10 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1413329/000162828026066596/0001628280-26-066596-index.htm" }, { "ticker": "C", "name": "Citigroup", "sector": "Banking", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-13", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/c/2026-q3/", "markdown": "https://earnings.opennash.com/companies/c/2026-q3/index.md", "headline": "Citigroup reported third quarter 2026 net income of $5.2 billion, or $2.85 per diluted share, on revenues of $23.8 billion.", "metrics": [ { "id": "revenue", "label": "Total revenues, net of interest expense", "value": "$23.8 billion", "change": "up 8% from the prior-year period", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$5.2 billion", "change": "up from $3.8 billion in the third quarter 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted earnings per share", "value": "$2.85", "change": "up from $1.86 in the third quarter 2025", "basis": "GAAP" }, { "id": "other", "label": "Common Equity Tier 1 capital ratio", "value": "12.8%", "change": "unchanged from the prior quarter", "basis": "" }, { "id": "other", "label": "Capital returned to common shareholders", "value": "$4.1 billion", "change": "", "basis": "" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "above 11 %", "low": 11.0, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "mid to high 6 %", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "below 60%", "low": null, "high": 60.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "around 4%", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "20%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "other", "period": "2027 and 2028 time period", "value": "11 to 13%", "low": 11.0, "high": 13.0, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [ { "title": "Transcript", "kind": "transcript", "url": "https://www.citigroup.com/rcs/citigpa/storage/public/Earnings/Q32026/3q26-citigroup-earnings-transcript.pdf" }, { "title": "Document", "kind": "other", "url": "https://www.citigroup.com/rcs/citigpa/storage/public/citi-3q26-10-q.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/831001/000110465926115323/0001104659-26-115323-index.htm" }, { "ticker": "SCHW", "name": "Charles Schwab", "sector": "Financial Services", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-15", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/schw/2026-q3/", "markdown": "https://earnings.opennash.com/companies/schw/2026-q3/index.md", "headline": "Charles Schwab reported record third-quarter net revenues of $7.2 billion, up 17% year over year, with GAAP earnings per share of $1.62 ($1.69 adjusted) and record core net new assets of $190.4 billion.", "metrics": [ { "id": "revenue", "label": "Net revenues", "value": "$7.2 billion", "change": "up 17% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$2.9 billion", "change": "up 23% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.62", "change": "up 29% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$1.69", "change": "up 29% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Pre-tax profit margin", "value": "52.7%", "change": "up from 49.2% a year ago", "basis": "GAAP" }, { "id": "other", "label": "Adjusted pre-tax profit margin", "value": "54.8%", "change": "up from 51.3% a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "25 to 30 basis points", "low": 25, "high": 30, "unit": "other" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "approximately 800 basis points", "low": null, "high": null, "unit": "other" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000035/0000316709-26-000035-index.htm" }, { "ticker": "BLK", "name": "BlackRock", "sector": "Financial Services", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-14", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/blk/2026-q3/", "markdown": "https://earnings.opennash.com/companies/blk/2026-q3/index.md", "headline": "BlackRock reported third quarter 2026 diluted EPS of $10.57, or $15.93 as adjusted, with $205 billion of net inflows and $15.5 trillion in AUM.", "metrics": [ { "id": "revenue", "label": "Revenue (GAAP)", "value": "$7,752", "change": "up 19% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to BlackRock, Inc.", "value": "$1,659", "change": "up 25% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$10.57", "change": "up 25% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Diluted EPS, as adjusted", "value": "$15.93", "change": "up 38% from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income (GAAP)", "value": "$2,328", "change": "up 19% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin, as adjusted", "value": "47.8%", "change": "up 320 bps from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Assets under management", "value": "$15.5 trillion", "change": "following $869 billion of net inflows over the last twelve months", "basis": "" }, { "id": "other", "label": "Quarterly net inflows", "value": "$205 billion", "change": "11% annualized organic base fee growth", "basis": "" } ], "outlook": [ { "kind": "tax_rate", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "25 %", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "at least 550 million", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "long term", "value": "6 % to 8 %", "low": 6.0, "high": 8.0, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [ { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/578472586" }, { "title": "Earnings Supplement", "kind": "financials", "url": "https://s24.q4cdn.com/856567660/files/doc_financials/2026/Q3/BLK-3Q26-Earnings-Supplement.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/2012383/000119312526420979/0001193125-26-420979-index.htm" }, { "ticker": "COF", "name": "Capital One", "sector": "Banking", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-20", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/cof/2026-q3/", "markdown": "https://earnings.opennash.com/companies/cof/2026-q3/index.md", "headline": "Capital One reported third quarter 2026 net income of $3.5 billion, or $5.61 per share, and net of adjusting items, $6.69 per share.", "metrics": [ { "id": "revenue", "label": "Total net revenue", "value": "$16.3 billion", "change": "up 3 percent from the second quarter", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$3.5 billion", "change": "up from $3.2 billion in the third quarter of 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted earnings per share", "value": "$5.61", "change": "up from $4.83 in the third quarter of 2025", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted earnings per share", "value": "$6.69", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Pre-provision earnings", "value": "$7.5 billion", "change": "up 10 percent from the second quarter", "basis": "non-GAAP" }, { "id": "other", "label": "Net interest margin", "value": "8.41 percent", "change": "an increase of 40 basis points from the second quarter", "basis": "GAAP" }, { "id": "other", "label": "Common equity Tier 1 capital ratio", "value": "13.8%", "change": "", "basis": "" } ], "outlook": [], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/927628/000092762826000142/0000927628-26-000142-index.htm" }, { "ticker": "PYPL", "name": "PayPal", "sector": "Payments", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-27", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/pypl/2026-q3/", "markdown": "https://earnings.opennash.com/companies/pypl/2026-q3/index.md", "headline": "PayPal's third quarter 2026 net revenues increased 2% to $8.6 billion, non-GAAP EPS increased 8% to $1.45, and GAAP EPS decreased 4% to $1.25, with full-year non-GAAP EPS guidance raised to ~$5.60.", "metrics": [ { "id": "revenue", "label": "Net revenues", "value": "$8.6 billion", "change": "up 2% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$1,073", "change": "down 14% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.25", "change": "down 4% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted EPS", "value": "$1.45", "change": "up 8% from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$1.4 billion", "change": "down 8% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "16.3%", "change": "down 173 basis points from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Non-GAAP operating margin", "value": "18.8%", "change": "up 16 basis points from a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash flow from operations", "value": "$1.6 billion", "change": "down 19% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$1.4 billion", "change": "down 17% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Transaction margin dollars", "value": "$4.0 billion", "change": "up 2% from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "approximately $1.43", "low": null, "high": null, "unit": "USD/share" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "~$1.37", "low": null, "high": null, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "~$5.60", "low": null, "high": null, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "~$5.07", "low": null, "high": null, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "approximately $15.7 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$14.6 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "at least $6.5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "approximately $6 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "full year 2026", "value": "~$1B", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "exiting the fourth quarter of 2026", "value": "more than $700 million", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://s205.q4cdn.com/875401827/files/content_files/PYPL-3Q-26-Earnings-Presentation.pdf", "investor_documents": [ { "title": "Earnings Presentation", "kind": "slides", "url": "https://s205.q4cdn.com/875401827/files/content_files/PYPL-3Q-26-Earnings-Presentation.pdf" }, { "title": "IR Newsletter", "kind": "transcript", "url": "https://s205.q4cdn.com/875401827/files/content_files/PYPL-3Q-26-Earnings-IR-Newsletter.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/777278438" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1633917/000163391726000086/0001633917-26-000086-index.htm" }, { "ticker": "CMCSA", "name": "Comcast", "sector": "Media & Streaming", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-22", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/cmcsa/2026-q3/", "markdown": "https://earnings.opennash.com/companies/cmcsa/2026-q3/index.md", "headline": "Comcast reported 3rd quarter 2026 revenue of $29,298 million, Adjusted EPS of $1.07 and Free Cash Flow of $4.2 Billion, with Net Income Attributable to Comcast of $3,448 million.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$29,298", "change": "down 6.1% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to Comcast", "value": "$3,448", "change": "up 3.5% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted earnings per share", "value": "$0.97", "change": "up 7.2% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted earnings per share", "value": "$1.07", "change": "down 4.0% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$9,106", "change": "down 5.8% from a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$7,902", "change": "down 9.1% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$4,211", "change": "down 14.8% from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "over $1 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1166691/000162828026066783/0001628280-26-066783-index.htm" }, { "ticker": "F", "name": "Ford", "sector": "Automotive", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-28", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/f/2026-q3/", "markdown": "https://earnings.opennash.com/companies/f/2026-q3/index.md", "headline": "Third-quarter revenue of $49.5 billion; net income of $2 billion; adjusted EBIT of $2.7 billion", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$49.5 billion", "change": "down 2% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$2 billion", "change": "down $0.4 billion from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "0.50", "change": "down from $0.60 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS (diluted)", "value": "$0.49", "change": "up $0.04 from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "1,454", "change": "down from 1,558 a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Adjusted EBIT margin", "value": "5.4%", "change": "up 0.3 ppts from a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$5.4 billion", "change": "down $2.0 billion from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Adjusted free cash flow", "value": "$4.7 billion", "change": "up $0.4 billion from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBIT", "value": "$2.7 billion", "change": "up 3% from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "full-year 2026 adjusted EBIT", "value": "between $10.5 billion and $11 billion", "low": 10500000000, "high": 11000000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026 adjusted free cash flow", "value": "$6 billion to $7 billion", "low": 6000000000, "high": 7000000000, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "full-year 2026", "value": "$9.5 billion to $10.5 billion", "low": 9500000000, "high": 10500000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026 Ford Blue EBIT", "value": "about $5.5 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026 Ford Pro EBIT", "value": "about $7 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026 Ford Model e loss", "value": "about $4 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026 Ford Credit EBT", "value": "about $2.8 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_margin", "horizon": "other", "period": "by 2029", "value": "8 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": "https://s205.q4cdn.com/882619693/files/content_files/Ford-Motor-Company-Q3-2026-Earnings-Presentation.pdf", "investor_documents": [ { "title": "Presentation", "kind": "slides", "url": "https://s205.q4cdn.com/882619693/files/content_files/Ford-Motor-Company-Q3-2026-Earnings-Presentation.pdf" }, { "title": "Ford Credit Earnings Presentation", "kind": "slides", "url": "https://s205.q4cdn.com/882619693/files/content_files/FMCC-Q3-2026-Earnings-Presentation.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s205.q4cdn.com/882619693/files/content_files/Ford-Q3-Earnings-Transcript.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://ford-motor-company-q3-2026-earnings-call.open-exchange.net/registration" }, { "title": "SEC Filing", "kind": "other", "url": "https://s205.q4cdn.com/882619693/files/content_files/81e533f3-a88e-430f-95db-e8fd8bf04de0.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/37996/000003799626000190/0000037996-26-000190-index.htm" }, { "ticker": "GM", "name": "General Motors", "sector": "Automotive", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-20", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/gm/2026-q3/", "markdown": "https://earnings.opennash.com/companies/gm/2026-q3/index.md", "headline": "GM reported third-quarter 2026 revenue of $50.0 billion, net income attributable to stockholders of $3.3 billion, and EBIT-adjusted of $4.1 billion.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$50.0 billion", "change": "up 2.9% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to stockholders", "value": "$3.3 billion", "change": "up from $1,327 million a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "EPS-diluted", "value": "$3.73", "change": "up from $1.35 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "EPS-diluted-adjusted", "value": "$3.70", "change": "up 32.2% from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income (combined)", "value": "3,598", "change": "from 1,076 a year ago", "basis": "GAAP" }, { "id": "other", "label": "EBIT-adjusted", "value": "$4.1 billion", "change": "up 21.6% from a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Automotive operating cash flow", "value": "$8,049", "change": "up 32.6% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Adjusted automotive free cash flow", "value": "$5,882", "change": "up 40.0% from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "year ending December 31, 2026", "value": "$14.5 billion - $15.5 billion", "low": 14500000000, "high": 15500000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "year ending December 31, 2026", "value": "$11.5 billion - $12.5 billion", "low": 11500000000, "high": 12500000000, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "year ending December 31, 2026", "value": "$12.75 - $13.75", "low": 12.75, "high": 13.75, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "year ending December 31, 2026", "value": "$9.72 to $10.72", "low": 9.72, "high": 10.72, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "year ending December 31, 2026", "value": "$8.9 billion to $9.5 billion", "low": 8900000000, "high": 9500000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "year ending December 31, 2026", "value": "$17.3 billion to $20.3 billion", "low": 17300000000, "high": 20300000000, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "year ending December 31, 2026", "value": "10.0-12.0", "low": 10000000000, "high": 12000000000, "unit": "USD" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "20 to 21%", "low": 20, "high": 21, "unit": "%" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "25 to 27%", "low": 25, "high": 27, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$2.5 to $3 billion", "low": 2500000000, "high": 3000000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "around $2 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1467858/000146785826000056/0001467858-26-000056-index.htm" }, { "ticker": "COP", "name": "ConocoPhillips", "sector": "Energy", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-05", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/cop/2026-q3/", "markdown": "https://earnings.opennash.com/companies/cop/2026-q3/index.md", "headline": "ConocoPhillips reported third-quarter 2026 earnings of $4.0 billion, or $3.34 per share, adjusted earnings per share of $3.27, and cash provided by operating activities of $7.2 billion, and raised its quarterly ordinary dividend by 11% to 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quarter of 2026", "value": "2.32 to 2.36 million barrels of oil equivalent per day", "low": 2320000, "high": 2360000, "unit": "other" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "2.3 million barrels of oil equivalent per day", "low": null, "high": null, "unit": "other" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "45%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "other", "period": "by 2029", "value": "$7 billion", "low": null, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://static.conocophillips.com/files/resources/3q26_earnings_release_deck.pdf", "investor_documents": [ { "title": "Slides", "kind": "slides", "url": "https://static.conocophillips.com/files/resources/3q26_earnings_release_deck.pdf" }, { "title": "Supplemental PDF", "kind": "financials", "url": "https://static.conocophillips.com/files/resources/3q26_supplemental-information.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1163165/000116316526000043/0001163165-26-000043-index.htm" }, { "ticker": "NEE", "name": "NextEra Energy", "sector": "Utilities", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-21", "period_end": "2026-09-29", "url": "https://earnings.opennash.com/companies/nee/2026-q3/", "markdown": "https://earnings.opennash.com/companies/nee/2026-q3/index.md", "headline": "NextEra Energy reported third-quarter 2026 GAAP net income of $4.775 billion, or $2.28 per share, and adjusted earnings of $2.592 billion, or $1.24 per share.", "metrics": [ { "id": "revenue", "label": "Operating revenues", "value": "$8,090", "change": "", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to NextEra Energy", "value": "$4.775 billion", "change": "compared to $2.438 billion for the third quarter of 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$2.28", "change": "compared to $1.18 for the third quarter of 2025", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$1.24", "change": "compared to $1.13 in the third quarter of 2025", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted earnings", "value": "$2.592 billion", "change": "compared to $2.348 billion in the third quarter of 2025", "basis": "non-GAAP" } ], "outlook": [ { "kind": "eps", "horizon": "full_year", "period": "2026", "value": "$3.92 to $4.02", "low": 3.92, "high": 4.02, "unit": "USD/share" }, { "kind": "capex", "horizon": "full_year", "period": "2026", "value": "approximately $12 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "eps", "horizon": "other", "period": "through 2032", "value": "8%+", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "other", "period": "through 2026", "value": "roughly 10%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "other", "period": "year-end 2026 through 2028", "value": "6%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "other", "period": "through 2032", "value": "roughly $12 to $17 billion", "low": 12000000000, "high": 17000000000, "unit": "USD" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/753308/000075330826000077/0000753308-26-000077-index.htm" }, { "ticker": "SMCI", "name": "Super Micro Computer", "sector": "Semiconductors", "quarter": "Q1 FY2027", "key": "2027-q1", "filed": "2026-11-03", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/smci/2027-q1/", "markdown": "https://earnings.opennash.com/companies/smci/2027-q1/index.md", "headline": "Supermicro reported first quarter fiscal 2027 net sales of $19.9 billion versus $5.0 billion in Q1'26, net income of $1,594 million and non-GAAP diluted net income per common share of $1.81.", "metrics": [ { "id": "revenue", "label": "Net sales", "value": "$19.9 billion", "change": "versus $5.0 billion in Q1'26", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$1,594 million", "change": "versus $168 million in Q1'26", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.75", "change": "versus $0.26 in Q1'26", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted EPS", "value": "$1.81", "change": "versus $0.35 in Q1'26", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "12.7%", "change": "versus 9.3% in Q1'26", "basis": "GAAP" }, { "id": "gross_margin", "label": "Non-GAAP gross margin", "value": "12.8%", "change": "versus 9.5% in Q1'26", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Income from operations", "value": "2,064,493", "change": "", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Cash flow used in operations", "value": "$434 million", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "negative $481 million", "change": "against negative $7 billion for fiscal 2026", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "second quarter of fiscal year 2027", "value": "$19.5 billion and $21.5 billion", "low": 19500000000, "high": 21500000000, "unit": "USD" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "second quarter of fiscal 2027", "value": "12 % to 12.5%", "low": 12.0, "high": 12.5, "unit": "%" }, { "kind": "eps", "horizon": "next_quarter", "period": "second quarter of fiscal year 2027", "value": "$1.59 to $1.83", "low": 1.59, "high": 1.83, "unit": "USD/share" }, { "kind": "eps", "horizon": "next_quarter", "period": "second quarter of fiscal year 2027", "value": "$1.66 to $1.90", "low": 1.66, "high": 1.9, "unit": "USD/share" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "second quarter of fiscal 2027", "value": "$455 million", "low": null, "high": null, "unit": "USD" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "second quarter of fiscal year 2027", "value": "21.2% and 21.1%", "low": null, "high": null, "unit": "%" }, { "kind": "capex", "horizon": "next_quarter", "period": "second quarter of fiscal 2027", "value": "$70 million to $80 million", "low": 70000000, "high": 80000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal year 2027", "value": "$72.0 billion to $82.0 billion", "low": 72000000000, "high": 82000000000, "unit": "USD" }, { "kind": "gross_margin", "horizon": "full_year", "period": "fiscal year 2027", "value": "11.8% - 12.2%", "low": 11.8, "high": 12.2, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "70 % to 80 %", "low": 70.0, "high": 80.0, "unit": "%" } ], "transcript": true, "slides": "https://s204.q4cdn.com/707617056/files/content_files/FQ127-Earnings-Deck.pdf", "investor_documents": [ { "title": "Presentation", "kind": "slides", "url": "https://s204.q4cdn.com/707617056/files/content_files/FQ127-Earnings-Deck.pdf" }, { "title": "Prepared Management Commentary", "kind": "transcript", "url": "https://s204.q4cdn.com/707617056/files/content_files/FQ127-Prepared-Remarks.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/937396881" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1375365/000137536526000026/0001375365-26-000026-index.htm" }, { "ticker": "SOFI", "name": "SoFi Technologies", "sector": "Financial Technology", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-27", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/sofi/2026-q3/", "markdown": "https://earnings.opennash.com/companies/sofi/2026-q3/index.md", "headline": "SoFi reported record net revenue of $1.4 Billion and net income of $241 Million for the third quarter, with Adjusted EBITDA up 70% to a record $470 million and $0.18 EPS, and raised full-year guidance.", "metrics": [ { "id": "revenue", "label": "Total net revenue", "value": "$1.4 billion", "change": "up 44% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$241.0 million", "change": "up 73% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.18", "change": "up 64% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "$0.18", "change": "up 64% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted net revenue", "value": "$1.4 billion", "change": "up 44% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$469.8 million", "change": "up 70% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Net interest margin", "value": "6.14%", "change": "up 16 basis points from the prior quarter", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$1.375 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$492 million", "low": null, "high": null, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "19 cents", "low": null, "high": null, "unit": "USD/share" }, { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "$5.04 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$1.66 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$840 million", "low": null, "high": null, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "61 cents", "low": null, "high": null, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "at least 30%", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "other", "period": "full year 2027", "value": "$6.4 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "full year 2027", "value": "$2.24 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "eps", "horizon": "other", "period": "full year 2027", "value": "90 cents", "low": null, "high": null, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "other", "period": "full year 2027", "value": "24 %", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "other", "period": "foreseeable future", "value": "above 5 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": "https://s27.q4cdn.com/749715820/files/doc_financials/2026/q3/2026-Q3-Investor-Presentation.pdf", "investor_documents": [ { "title": "Q3\u201926 Earnings Presentation", "kind": "slides", "url": "https://s27.q4cdn.com/749715820/files/doc_financials/2026/q3/2026-Q3-Investor-Presentation.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s27.q4cdn.com/749715820/files/content_files/SoFi-Third-Quarter-2026-Earnings-Transcript_FINAL-docx.pdf" }, { "title": "Earnings Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/781047887" }, { "title": "10-Q", "kind": "other", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0001818874/51edebb1-afb3-474e-ae1a-c8425a86376c.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1818874/000181887426000065/0001818874-26-000065-index.htm" }, { "ticker": "RIVN", "name": "Rivian", "sector": "Automotive", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/rivn/2026-q3/", "markdown": "https://earnings.opennash.com/companies/rivn/2026-q3/index.md", "headline": "Rivian generated $2.155 billion in revenue, a 38 percent increase year-over-year, with deliveries up 46 percent and a net loss attributable to common stockholders of $(913) million.", "metrics": [ { "id": "revenue", "label": "Total revenue", "value": "$2.155 billion", "change": "up 38% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net loss attributable to common stockholders", "value": "$(913) million", "change": "compared with $(1.173) billion a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Net loss per share, basic and diluted", "value": "$(0.63)", "change": "compared with $(0.96) a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted net loss per share", "value": "$(0.48)", "change": "compared with $(0.65) a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "8%", "change": "compared with 2% a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Loss from operations", "value": "$(881) million", "change": "compared with $(983) million a year ago, a $102 million improvement", "basis": "GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$(435) million", "change": "compared with $(602) million a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash used in operating activities", "value": "$(758) million", "change": "compared with $26 million a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$(1,124) million", "change": "compared with $(421) million a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "2026", "value": "67,000 \u2013 70,000", "low": 67000, "high": 70000, "unit": "other" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$(1.85)B \u2013 $(1.75)B", "low": -1850000000, "high": -1750000000, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "2026", "value": "$1.40B \u2013 $1.50B", "low": 1400000000, "high": 1500000000, "unit": "USD" } ], "transcript": true, "slides": "https://downloads.rivian.com/2md5qhoeajym/7gMTeZnUjvpdQ774iQ0x8Z/e7db18443dd752e049c9e37046748801/EX_-_99.2_3Q26_Rivian_Earnings_Presentation.pdf", "investor_documents": [ { "title": "Shareholder Presentation", "kind": "slides", "url": "https://downloads.rivian.com/2md5qhoeajym/7gMTeZnUjvpdQ774iQ0x8Z/e7db18443dd752e049c9e37046748801/EX_-_99.2_3Q26_Rivian_Earnings_Presentation.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1874178/000187417826000065/0001874178-26-000065-index.htm" }, { "ticker": "MSTR", "name": "Strategy", "sector": "Software", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/mstr/2026-q3/", "markdown": "https://earnings.opennash.com/companies/mstr/2026-q3/index.md", "headline": "Strategy reported third quarter 2026 operating income of $20.91 billion, net income of $19.53 billion and diluted earnings per common share of $44.75 on total revenues of $125.4 million.", "metrics": [ { "id": "revenue", "label": "Total revenues", "value": "$125.4 million", "change": "a 3% decrease year-over-year", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$20.91 billion", "change": "compared to $3.89 billion for the third quarter of 2025", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$19.53 billion", "change": "compared to $2.79 billion for the third quarter of 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$44.75", "change": "compared to $8.42 for the third quarter of 2025", "basis": "GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "71%", "change": "compared to 70% for the third quarter of 2025", "basis": "GAAP" }, { "id": "other", "label": "Net income attributable to common stockholders", "value": "$19.12 billion", "change": "", "basis": "GAAP" } ], "outlook": [ { "kind": "other", "horizon": "other", "period": "ongoing", "value": "12.00%", "low": 12.0, "high": 12.0, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1050446/000105044626000047/0001050446-26-000047-index.htm" }, { "ticker": "RDDT", "name": "Reddit", "sector": "Internet & Advertising", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/rddt/2026-q3/", "markdown": "https://earnings.opennash.com/companies/rddt/2026-q3/index.md", "headline": "Reddit reported third quarter 2026 revenue of $895 million, up 53% year-over-year, net income of $283 million and Diluted EPS of $1.40, both up over 70% year-over-year.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$895 million", "change": "up 53% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$283 million", "change": "up 74% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.40", "change": "up 75% from a year ago", "basis": "GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "91.5%", "change": "up 50 bps year-over-year", "basis": "GAAP" }, { "id": "operating_income", "label": "Income from operations (in thousands)", "value": "261,586", "change": "", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$364 million", "change": "up 96% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free Cash Flow", "value": "$363 million", "change": "up 98% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$402 million", "change": "up 70% from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$1,000 million to $1,030 million", "low": 1000000000, "high": 1030000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$480 million to $510 million", "low": 480000000, "high": 510000000, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "long-term annual dilution", "value": "1 % to 3 %", "low": 1, "high": 3, "unit": "%" } ], "transcript": true, "slides": "https://s203.q4cdn.com/380862485/files/doc_financials/2026/q3/v2/Q3-26-Shareholder-Letter.pdf", "investor_documents": [ { "title": "Shareholder Letter", "kind": "letter", "url": "https://s203.q4cdn.com/380862485/files/doc_financials/2026/q3/v2/Q3-26-Shareholder-Letter.pdf" }, { "title": "Earnings Call Transcript", "kind": "transcript", "url": "https://s203.q4cdn.com/380862485/files/content_files/Reddit-Q3-26-Earnings-Call_Transcript.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/372218960" }, { "title": "r/RDDT AMA\u2122 Post", "kind": "other", "url": 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of 2025", "basis": "" }, { "id": "net_income", "label": "Net income", "value": "$1,560.4", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.22", "change": "compared to $0.67 in the third quarter of 2025", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Diluted EPS", "value": "$1.20", "change": "compared to $0.77 in the third quarter of 2025", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "63.6%", "change": "compared to 64.6% in the third quarter of 2025", "basis": "GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "64.0%", "change": "compared to 65.2% in the third quarter of 2025", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Income from operations", "value": "$1,795.8", "change": "", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "44.9%", "change": "compared to 42.4% in the third quarter of 2025", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "49.1%", "change": "compared to 48.6% in the third quarter of 2025", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities (nine months)", "value": "3,977.4", "change": "compared to 3,110.0 in the nine months of 2025", "basis": "GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$3.9 - $4.0 billion", "low": 3900000000, "high": 4000000000, "unit": "USD" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "48 - 49%", "low": 48.0, "high": 49.0, "unit": "%" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$1.26 - $1.30", "low": 1.26, "high": 1.3, "unit": "USD/share" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "63 to 64%", "low": 63.0, "high": 64.0, "unit": "%" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "approximately 21%", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal year 2026", "value": "$13.3 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal year 2027", "value": "between 38 and 40 percent", "low": 38.0, "high": 40.0, "unit": "%" }, { "kind": "gross_margin", "horizon": "full_year", "period": "fiscal year 2027", "value": "62 to 64%", "low": 62.0, "high": 64.0, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal year 2027", "value": "approximately 49%", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000252/0001596532-26-000252-index.htm" }, { "ticker": "PANW", "name": "Palo Alto Networks", "sector": "Software", "quarter": "Q4 FY2026", "key": "2026-q4", "filed": "2026-09-01", "period_end": "2026-07-31", "url": "https://earnings.opennash.com/companies/panw/2026-q4/", "markdown": "https://earnings.opennash.com/companies/panw/2026-q4/index.md", "headline": "Palo Alto Networks reported fiscal fourth quarter 2026 total revenue that grew 34% year over year to $3.41 billion, Next-Generation Security ARR that grew 63% year over year to $9.10 billion, and non-GAAP net income of $853 million, or $1.02 per diluted share.", "metrics": [ { "id": "revenue", "label": "Total revenue", "value": "$3.41 billion", "change": "grew 34% year over year", "basis": "GAAP" }, { "id": "net_income", "label": "GAAP net loss", "value": "$282 million", "change": "compared with GAAP net income of $254 million a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "GAAP net loss per diluted share", "value": "($0.35)", "change": "compared with $0.36 per diluted share a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP net income per diluted share", "value": "$1.02", "change": "compared with $0.95 per diluted share a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "GAAP operating income", "value": "$172 million", "change": "compared with $497 million a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Non-GAAP operating income", "value": "$1.0 billion", "change": "compared with $768 million a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$1.4 billion", "change": "compared with $1.0 billion a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Adjusted free cash flow", "value": "$1.3 billion", "change": "compared with $954 million a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Next-Generation Security ARR", "value": "$9.10 billion", "change": "grew 63% year over year", "basis": "" }, { "id": "other", "label": "Remaining performance obligations", "value": "$21.2 billion", "change": "grew 34% year over year", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fiscal first quarter 2027", "value": "$3.300 billion to $3.310 billion", "low": 3300000000, "high": 3310000000, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "fiscal first quarter 2027", "value": "$0.96 to $0.98", "low": 0.96, "high": 0.98, "unit": "USD/share" }, { "kind": "other", "horizon": "next_quarter", "period": "fiscal first quarter 2027", "value": "$9.54 billion to $9.56 billion", "low": 9540000000, "high": 9560000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fiscal first quarter 2027", "value": "$20.8 billion to $20.9 billion", "low": 20800000000, "high": 20900000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal year 2027", "value": "$14.10 billion to $14.20 billion", "low": 14100000000, "high": 14200000000, "unit": "USD" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal year 2027", "value": "29.5%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal year 2027", "value": "$4.16 to $4.19", "low": 4.16, "high": 4.19, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "38.0%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "$11.075 billion to $11.175 billion", "low": 11075000000, "high": 11175000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "$25.2 billion to $25.4 billion", "low": 25200000000, "high": 25400000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "approximately 30 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1327567/000132756726000019/0001327567-26-000019-index.htm" }, { "ticker": "SHOP", "name": "Shopify", "sector": "Software", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-03", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/shop/2026-q3/", "markdown": "https://earnings.opennash.com/companies/shop/2026-q3/index.md", "headline": "Shopify Sustains Rapid Growth with Revenue Up 32% and Free Cash Flow Margin of 22%", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "3,742", "change": "up 32% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "462", "change": "up from 264 a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.36", "change": "up from $0.20 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted EPS", "value": "$0.49", "change": "up from $0.34 a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "47.6 %", "change": "consistent with the second quarter", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "568", "change": "up 66% from a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "818", "change": "up from 513 a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "816", "change": "22% margin versus 18% a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "operating_expenses", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "29% to 30%", "low": 29.0, "high": 30.0, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$155 million", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "consistent with the fourth quarter of 2025", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1594805/000159480526000067/0001594805-26-000067-index.htm" }, { "ticker": "DELL", "name": "Dell Technologies", "sector": "Consumer Technology", "quarter": "Q2 FY2027", "key": "2027-q2", "filed": "2026-09-01", "period_end": "2026-07-31", "url": "https://earnings.opennash.com/companies/dell/2027-q2/", "markdown": "https://earnings.opennash.com/companies/dell/2027-q2/index.md", "headline": "Dell Technologies delivered record revenue of $47.0 billion, up 58% year over year, and record diluted earnings per share (EPS) of $6.34, up 273% year over year, and record non-GAAP diluted EPS of $7.04, up 203%.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$47.0 billion", "change": "up 58% year over year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$4,133", "change": "up 255% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$6.34", "change": "up 273% year over year", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted EPS", "value": "$7.04", "change": "up 203% year over year", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Non-GAAP gross margin rate", "value": "21.1%", "change": "up from 18.7% a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$5,385", "change": "up 204% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Non-GAAP operating margin", "value": "12.6%", "change": "up from 7.7% a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash flow from operations", "value": "$2.2 billion", "change": "down 13% from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$986", "change": "down 47% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted free cash flow", "value": "$8,149", "change": "up 224% from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$49 billion", "low": 48500000000, "high": 49500000000, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$6.50", "low": 6.4, "high": 6.6, "unit": "USD/share" }, { "kind": "eps", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$6.10", "low": null, "high": null, "unit": "USD/share" }, { "kind": "other", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$19 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2027", "value": "$192 billion", "low": 190000000000, "high": 194000000000, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2027", "value": "$25.50", "low": 25.25, "high": 25.75, "unit": "USD/share" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2027", "value": "$24.37", "low": null, "high": null, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "$74 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "fiscal 2027", "value": "approximately 8 % of revenue", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "between $1.4 and $1.5 billion", "low": 1400000000, "high": 1500000000, "unit": "USD" } ], "transcript": true, "slides": "https://investors.delltechnologies.com/_assets/_4d1748beeaea6fadf081baed99b452df/delltechnologies/db/3576/34751/pdf/Q2_FY27_Performance_Review.pdf", "investor_documents": [ { "title": "Q2 FY27 Performance Review View Presentation", "kind": "slides", "url": "https://investors.delltechnologies.com/_assets/_4d1748beeaea6fadf081baed99b452df/delltechnologies/db/3576/34751/pdf/Q2_FY27_Performance_Review.pdf" }, { "title": "Earnings Webcast Q2 2027 Transcript PDF Transcript", "kind": "transcript", "url": "https://investors.delltechnologies.com/_assets/_4d1748beeaea6fadf081baed99b452df/delltechnologies/db/3595/34748/webcast_transcript/Q2_FY27_Transcript.pdf" }, { "title": "Financial Tables Q2 2027 PDF", "kind": "financials", "url": "https://investors.delltechnologies.com/_assets/_4d1748beeaea6fadf081baed99b452df/delltechnologies/db/3595/34748/financial_tables/Q2_FY27_Financial_Tables.pdf" }, { "title": "Performance Review Q2 2027 PDF", "kind": "other", "url": "https://investors.delltechnologies.com/_assets/_4d1748beeaea6fadf081baed99b452df/delltechnologies/db/3595/34748/performance_review/Q2_FY27_Performance_Review.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1571996/000157199626000039/0001571996-26-000039-index.htm" }, { "ticker": "MRVL", "name": "Marvell", "sector": "Semiconductors", "quarter": "Q2 FY2027", "key": "2027-q2", "filed": "2026-08-27", "period_end": "2026-08-01", "url": "https://earnings.opennash.com/companies/mrvl/2027-q2/", "markdown": "https://earnings.opennash.com/companies/mrvl/2027-q2/index.md", "headline": "Marvell reported Q2 Net Revenue of $2.739 billion, a new record that grew by 37% year-on-year, with 53.1% GAAP gross margin (58.9% non-GAAP) and $0.33 GAAP diluted income per share ($0.94 non-GAAP).", "metrics": [ { "id": "revenue", "label": "Net revenue", "value": "$2.739 billion", "change": "grew by 37% year-on-year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$308.0 million", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted income per share", "value": "$0.33", "change": "", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted income per share", "value": "$0.94", "change": "", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "GAAP gross margin", "value": "53.1%", "change": "", "basis": "GAAP" }, { "id": "gross_margin", "label": "Non-GAAP gross margin", "value": "58.9%", "change": "", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Non-GAAP operating margin", "value": "36.6%", "change": "", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash flow from operations", "value": "$605.5 million", "change": "", "basis": "GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$3.150 billion +/- 5%", "low": 2992500000, "high": 3307500000, "unit": "USD" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "52.9% to 53.9%", "low": 52.9, "high": 53.9, "unit": "%" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "57.5% to 58.5%", "low": 57.5, "high": 58.5, "unit": "%" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "approximately $1.015 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "approximately $655 million", "low": null, "high": null, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$0.53 +/- $0.05 per share", "low": 0.48, "high": 0.58, "unit": "USD/share" }, { "kind": "eps", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "$1.10 +/- $0.05 per share", "low": 1.05, "high": 1.15, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "third quarter of fiscal 2027", "value": "11%", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2027", "value": "roughly $12 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2028", "value": "approximately $18 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "fiscal 2027", "value": "approximately $2.55 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "tax_rate", "horizon": "full_year", "period": "fiscal 2028", "value": "approximately 13%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "approximately 60 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [ { "title": "Financial and Business Results PDF", "kind": "other", "url": "https://investor.marvell.com/_assets/_fe1fa82248ac6d1d9eb772cb4c3be236/marvell/db/3734/35391/presentation/2026_08_27_Marvell_Q2_FY27_financial_business_results_FINAL+%281%29.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000022/0001835632-26-000022-index.htm" }, { "ticker": "AMAT", "name": "Applied Materials", "sector": "Semiconductors", "quarter": "Q3 FY2026", "key": "2026-q3", "filed": "2026-08-13", "period_end": "2026-07-26", "url": "https://earnings.opennash.com/companies/amat/2026-q3/", "markdown": "https://earnings.opennash.com/companies/amat/2026-q3/index.md", "headline": "Record revenue $9.12 billion, up 25 percent year over year; GAAP EPS $3.17 and record non-GAAP EPS $3.50, up 43 percent and 41 percent year over year, respectively.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$9.12 billion", "change": "up 25 percent year over year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$2,538", "change": "up 43% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$3.17", "change": "up 43% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted EPS", "value": "$3.50", "change": "up 41% from a year ago", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "50.3 percent", "change": "up 1.5 points from a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$3.08 billion", "change": "", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "33.7 percent", "change": "up 3.1 points from a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Cash from operations", "value": "$3.04 billion", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Non-GAAP free cash flow", "value": "$2,330", "change": "up 14% from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of fiscal 2026", "value": "$10.25 billion", "low": 9750000000, "high": 10750000000, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter of fiscal 2026", "value": "$4.02", "low": 3.82, "high": 4.22, "unit": "USD/share" }, { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of fiscal 2026", "value": "$7.9 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of fiscal 2026", "value": "$1.84 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "fourth quarter of fiscal 2026", "value": "50.4 %", "low": null, "high": null, "unit": "%" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "fourth quarter of fiscal 2026", "value": "$1.58 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "fourth quarter of fiscal 2026", "value": "11 %", "low": null, "high": null, "unit": "%" }, { "kind": "tax_rate", "horizon": "other", "period": "2027", "value": "13 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/6951/000162828026056699/0001628280-26-056699-index.htm" }, { "ticker": "LRCX", "name": "Lam Research", "sector": "Semiconductors", "quarter": "Q1 FY2027", "key": "2027-q1", "filed": "2026-10-21", "period_end": "2026-09-27", "url": "https://earnings.opennash.com/companies/lrcx/2027-q1/", "markdown": "https://earnings.opennash.com/companies/lrcx/2027-q1/index.md", "headline": "Lam Research reported record September 2026 quarter revenue of $8.22 billion, U.S. GAAP diluted EPS of $2.19, non-GAAP diluted EPS of $2.20 and U.S. GAAP operating margin of 40.0%.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$8.22 billion", "change": "up 22 % sequentially and up 54 % from the same period in 2025", "basis": "" }, { "id": "net_income", "label": "Net income", "value": "$2.75 billion", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$2.19", "change": "up 21% from the June 2026 quarter", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Diluted EPS", "value": "$2.20", "change": "up 21% from the June 2026 quarter", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "52.3%", "change": "up 60 bps from the June 2026 quarter", "basis": "GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "52.4%", "change": "up 40 bps from the June 2026 quarter", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "3,283,727", "change": "", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "40.0%", "change": "up 260 bps from the June 2026 quarter", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "3,497,652", "change": "", "basis": "GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "quarter ending December 27, 2026", "value": "$8.60 Billion", "low": 8200000000, "high": 9000000000, "unit": "USD" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "quarter ending December 27, 2026", "value": "52.5%", "low": 51.5, "high": 53.5, "unit": "%" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "quarter ending December 27, 2026", "value": "40.5%", "low": 39.5, "high": 41.5, "unit": "%" }, { "kind": "eps", "horizon": "next_quarter", "period": "quarter ending December 27, 2026", "value": "$2.33", "low": 2.18, "high": 2.48, "unit": "USD/share" }, { "kind": "other", "horizon": "next_quarter", "period": "quarter ending December 27, 2026", "value": "1.253 Billion", "low": null, "high": null, "unit": "other" }, { "kind": "other", "horizon": "full_year", "period": "calendar year 2026", "value": "mid - $150 billion range", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "calendar year 2027", "value": "more than $200 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "calendar year 2027", "value": "over 15 %", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000052/0000707549-26-000052-index.htm" }, { "ticker": "KLAC", "name": "KLA", "sector": "Semiconductors", "quarter": "Q1 FY2027", "key": "2027-q1", "filed": "2026-10-28", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/klac/2027-q1/", "markdown": "https://earnings.opennash.com/companies/klac/2027-q1/index.md", "headline": "KLA reported fiscal 2027 first quarter total revenues of $4.14 billion, GAAP net income of $1.55 billion and GAAP diluted EPS of $1.18, with non-GAAP diluted EPS of $1.22.", "metrics": [ { "id": "revenue", "label": "Total revenues", "value": "$4.14 billion", "change": "up 29% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "GAAP net income", "value": "$1.55 billion", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "GAAP diluted EPS", "value": "$1.18", "change": "", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP diluted EPS", "value": "$1.22", "change": "", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "62.7%", "change": "", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "46.1%", "change": "up 240 basis points sequentially", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash flow from operating activities", "value": "$1.53 billion", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$1.34 billion", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "second quarter of fiscal 2027", "value": "$4.7 billion +/- $200 million", "low": 4500000000, "high": 4900000000, "unit": "USD" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "second quarter of fiscal 2027", "value": "61.8% +/- 1.0%", "low": 60.8, "high": 62.8, "unit": "%" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "second quarter of fiscal 2027", "value": "62.5% +/- 1.0%", "low": 61.5, "high": 63.5, "unit": "%" }, { "kind": "eps", "horizon": "next_quarter", "period": "second quarter of fiscal 2027", "value": "$1.41 +/- $0.11", "low": 1.3, "high": 1.52, "unit": "USD/share" }, { "kind": "eps", "horizon": "next_quarter", "period": "second quarter of fiscal 2027", "value": "$1.44 +/- $0.11", "low": 1.33, "high": 1.55, "unit": "USD/share" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "December quarter", "value": "$710 million", "low": null, "high": null, "unit": "USD" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "December quarter", "value": "14.5 percent", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "calendar 2026", "value": "mid - $150 billion range", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "calendar 2027", "value": "$200 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "other", "period": "over the next year", "value": "$600 million and $800 million", "low": 600000000, "high": 800000000, "unit": "USD" } ], "transcript": true, "slides": "https://d1io3yog0oux5.cloudfront.net/_50d63f16d5350a23b8ec3131256a9548/klatencor/db/1117/10679/earnings_slide_presentation/KLA_Earnings_Slides_-_Q1_FY27.pdf", "investor_documents": [ { "title": "Earnings Slide Presentation", "kind": "slides", "url": "https://d1io3yog0oux5.cloudfront.net/_50d63f16d5350a23b8ec3131256a9548/klatencor/db/1117/10679/earnings_slide_presentation/KLA_Earnings_Slides_-_Q1_FY27.pdf" }, { "title": "Letter to Shareholders", "kind": "letter", "url": "https://d1io3yog0oux5.cloudfront.net/_50d63f16d5350a23b8ec3131256a9548/klatencor/db/1117/10679/letter_to_shareholders/KLA_Earnings_Shareholder_Letter_-_Q1_FY27.pdf" }, { "title": "Earnings Infographic", "kind": "other", "url": "https://d1io3yog0oux5.cloudfront.net/_50d63f16d5350a23b8ec3131256a9548/klatencor/db/1117/10679/earnings_infographic/KLA_Earnings_Infographic_-_Q1_FY27.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000032/0000319201-26-000032-index.htm" }, { "ticker": "CRWV", "name": "CoreWeave", "sector": "Software", "quarter": "Q2 2026", "key": "2026-q2", "filed": "2026-08-11", "period_end": "2026-06-30", "url": "https://earnings.opennash.com/companies/crwv/2026-q2/", "markdown": "https://earnings.opennash.com/companies/crwv/2026-q2/index.md", "headline": "CoreWeave reported second quarter 2026 revenue of $2,575 million, up 112%, a net loss of $(626) million, and revenue backlog of approximately $104 billion.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$2,575", "change": "up 112% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net loss", "value": "$(626)", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted net loss per share", "value": "$(1.14)", "change": "", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income (loss)", "value": "$(49)", "change": "", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating income (loss) margin", "value": "(2)%", "change": "", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$679", "change": "", "basis": "GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$1,510", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted operating income", "value": "$128", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted net loss", "value": "$(567)", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "third quarter of 2026", "value": "$3.45 to $3.6 billion", "low": 3450000000, "high": 3600000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "third quarter of 2026", "value": "$200 to $260 million", "low": 200000000, "high": 260000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "third quarter of 2026", "value": "$860 to $940 million", "low": 860000000, "high": 940000000, "unit": "USD" }, { "kind": "capex", "horizon": "next_quarter", "period": "third quarter of 2026", "value": "$11.5 to $13.5 billion", "low": 11500000000, "high": 13500000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "12.4 to 13.2 billion", "low": 12400000000, "high": 13200000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "960 million to 1.15 billion", "low": 960000000, "high": 1150000000, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "full year 2026", "value": "35 to 39 billion", "low": 35000000000, "high": 39000000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "end of 2026", "value": "18.5 to 19.5 billion", "low": 18500000000, "high": 19500000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "end of 2026", "value": "more than 1.85 gigawatts", "low": null, "high": null, "unit": "other" }, { "kind": "other", "horizon": "full_year", "period": "end of 2026", "value": "at least 250 million", "low": 250000000, "high": null, "unit": "USD" } ], "transcript": true, "slides": "https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Presentation.pdf", "investor_documents": [ { "title": "Q2\u201926 Earnings Presentation", "kind": "slides", "url": "https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Presentation.pdf" }, { "title": "Q3 and FY 2026 Outlook Presentation", "kind": "slides", "url": "https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Outlook-Presentation.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CRWV-US-CORRECTED-TRANSCRIPT-CoreWeave-Q2-2026-Earnings-Call-11August2026.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/683023279" }, { "title": "Q2'26 Earnings Infographic", "kind": "other", "url": "https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Infographic.pdf" }, { "title": "Quarterly Filing", "kind": "other", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0001769628/9f708637-612f-4da7-bef2-4a4b667f9d64.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000362/0001769628-26-000362-index.htm" }, { "ticker": "VRT", "name": "Vertiv", "sector": "Industrials", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-28", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/vrt/2026-q3/", "markdown": "https://earnings.opennash.com/companies/vrt/2026-q3/index.md", "headline": "Vertiv reported third quarter net sales of $4,313 million, up 61%, with diluted EPS of $1.95 (up 91%) and adjusted diluted EPS of $2.21 (up 78%).", "metrics": [ { "id": "revenue", "label": "Net sales", "value": "$4,313 million", "change": "61% higher than third quarter 2025", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$764.5", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.95", "change": "grew 91% compared to third quarter 2025", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$2.21", "change": "grew 78% compared to third quarter 2025", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating profit", "value": "$984 million", "change": "up 90% from third quarter 2025", "basis": "GAAP" }, { "id": "other", "label": "Adjusted operating profit", "value": "$1,087 million", "change": "up 83% from third quarter 2025", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Adjusted operating margin", "value": "25.2%", "change": "up 290 basis points compared to third quarter 2025", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash from operating activities", "value": "$794 million", "change": "increasing 64% from third quarter 2025", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Adjusted free cash flow", "value": "$652 million", "change": "increasing 50% from third quarter 2025", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "$4,313M - $4,513M", "low": 4313000000, "high": 4513000000, "unit": "USD" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "25.3% - 26.3%", "low": 25.3, "high": 26.3, "unit": "%" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "$2.22 - $2.28", "low": 2.22, "high": 2.28, "unit": "USD/share" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "$1,118M - $1,158M", "low": 1118000000, "high": 1158000000, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "$2.08", "low": null, "high": null, "unit": "USD/share" }, { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "$14,450M - $14,850M", "low": 14450000000, "high": 14850000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$3,475M - $3,555M", "low": 3475000000, "high": 3555000000, "unit": "USD" }, { "kind": "operating_margin", "horizon": "full_year", "period": "full year 2026", "value": "23.5% - 24.5%", "low": 23.5, "high": 24.5, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "$7.10 - $7.20", "low": 7.1, "high": 7.2, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$2,600M - $2,800M", "low": 2600000000, "high": 2800000000, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "full year 2026", "value": "approximately 4.0%", "low": null, "high": null, "unit": "%" } ], "transcript": true, "slides": "https://s205.q4cdn.com/554782763/files/content_files/Vertiv-Third-Quarter-2026-Results-Presentation.pdf", "investor_documents": [ { "title": "Presentation", "kind": "slides", "url": "https://s205.q4cdn.com/554782763/files/content_files/Vertiv-Third-Quarter-2026-Results-Presentation.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/745888223" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1674101/000162828026067707/0001628280-26-067707-index.htm" }, { "ticker": "APP", "name": "AppLovin", "sector": "Internet & Advertising", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-04", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/app/2026-q3/", "markdown": "https://earnings.opennash.com/companies/app/2026-q3/index.md", "headline": "AppLovin posted record third quarter earnings: net income grew 72% year-over-year to $1.44 billion on record revenue of $2.18 billion, up 55% year-over-year, with industry-leading 66% net income margin and 84% Adjusted EBITDA margin.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$2.18 billion", "change": "up 55% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$1.44 billion", "change": "up 72% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$4.30", "change": "", "basis": "GAAP" }, { "id": "operating_income", "label": "Income from operations", "value": "1,708,968", "change": "", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash from operating activities", "value": "$1.4 billion", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free Cash Flow", "value": "$1.4 billion", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$1,842", "change": "up 59% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA margin", "value": "84%", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$2.365 billion and $2.395 billion", "low": 2365000000, "high": 2395000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$1,995 | $2,025", "low": 1995000000, "high": 2025000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "84% | 85%", "low": 84.0, "high": 85.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "70 to 75%", "low": 70.0, "high": 75.0, "unit": "%" } ], "transcript": true, "slides": "https://s21.q4cdn.com/165405286/files/content_files/3Q26-Financial-Update.pdf", "investor_documents": [ { "title": "Financial Update", "kind": "slides", "url": "https://s21.q4cdn.com/165405286/files/content_files/3Q26-Financial-Update.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://s21.q4cdn.com/165405286/files/content_files/2026-Q3-Earnings-Call-QandA.mp4" }, { "title": "10-Q", "kind": "other", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0001751008/5d38e9cf-1f99-43b1-adcc-36979436fce4.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1751008/000175100826000068/0001751008-26-000068-index.htm" }, { "ticker": "DDOG", "name": "Datadog", "sector": "Software", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-04", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/ddog/2026-q3/", "markdown": "https://earnings.opennash.com/companies/ddog/2026-q3/index.md", "headline": "Third quarter revenue grew 35% year-over-year to $1.20 billion, with GAAP operating income of $75 million and non-GAAP net income per diluted share of $0.81.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$1.20 billion", "change": "up 35% year-over-year", "basis": "" }, { "id": "net_income", "label": "Net income", "value": "$118,316", "change": "from $33,885 in the year-ago quarter", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Net income per diluted share", "value": "$0.32", "change": "from $0.10 in the year-ago quarter", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP net income per diluted share", "value": "$0.81", "change": "from $0.55 in the year-ago quarter", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "81.2%", "change": "81.2 in the year ago quarter", "basis": "non-GAAP" }, { "id": "operating_income", "label": "GAAP operating income", "value": "$75 million", "change": "", "basis": "GAAP" }, { "id": "operating_income", "label": "Non-GAAP operating income", "value": "$334 million", "change": "", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Non-GAAP operating margin", "value": "28%", "change": "", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$290 million", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$251 million", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "between $1.19 billion and $1.20 billion", "low": 1190000000, "high": 1200000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "between $280 million and $290 million", "low": 280000000, "high": 290000000, "unit": "USD" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "24%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "between $0.69 and $0.71", "low": 0.69, "high": 0.71, "unit": "USD/share" }, { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "between $4.515 billion and $4.525 billion", "low": 4515000000, "high": 4525000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "between $1.095 billion and $1.105 billion", "low": 1095000000, "high": 1105000000, "unit": "USD" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal year 2026", "value": "24%", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "between $2.73 and $2.75", "low": 2.73, "high": 2.75, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "full_year", "period": "2026", "value": "21%", "low": null, "high": null, "unit": "%" }, { "kind": "capex", "horizon": "full_year", "period": "fiscal year 2026", "value": "three to 4% of revenue", "low": 3.0, "high": 4.0, "unit": "%" } ], "transcript": true, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026069792/0001628280-26-069792-index.htm" }, { "ticker": "NET", "name": "Cloudflare", "sector": "Software", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-05", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/net/2026-q3/", "markdown": "https://earnings.opennash.com/companies/net/2026-q3/index.md", "headline": "Cloudflare reported third quarter revenue of $782.5 million, up 39% year-over-year, with a GAAP loss from operations of $67.9 million and non-GAAP income from operations of $137.1 million, or 18% of revenue.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$782.5 million", "change": "up 39% year-over-year", "basis": "GAAP" }, { "id": "net_income", "label": "Net loss", "value": "$34.1 million", "change": "compared to $1.3 million in the third quarter of 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Net loss per diluted share", "value": "$0.10", "change": "compared to $0.00 in the third quarter of 2025", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP net income per diluted share", "value": "$0.38", "change": "compared to $0.27 in the third quarter of 2025", "basis": "non-GAAP" }, { "id": "gross_margin", "label": "GAAP gross margin", "value": "71.2%", "change": "compared to 74.0% in the third quarter of 2025", "basis": "GAAP" }, { "id": "operating_income", "label": "Non-GAAP income from operations", "value": "$137.1 million", "change": "compared to $85.9 million in the third quarter of 2025", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Non-GAAP operating margin", "value": "17.5%", "change": "compared to 15.3% in the third quarter of 2025", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash from operating activities", "value": "$215.4 million", "change": "compared to $167.1 million for the third quarter of 2025", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$82.1 million", "change": "compared to $75.0 million in the third quarter of 2025", "basis": "non-GAAP" }, { "id": "other", "label": "Current RPO year-over-year growth", "value": "37%", "change": "", "basis": "" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of fiscal 2026", "value": "$845.0 to $846.0 million", "low": 845000000, "high": 846000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of fiscal 2026", "value": "$156.0 to $157.0 million", "low": 156000000, "high": 157000000, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter of fiscal 2026", "value": "$0.43", "low": null, "high": null, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "fourth quarter of fiscal 2026", "value": "20%", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2026", "value": "$2,963.0 to $2,964.0 million", "low": 2963000000, "high": 2964000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2026", "value": "$462.0 to $463.0 million", "low": 462000000, "high": 463000000, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "fiscal 2026", "value": "$1.35", "low": null, "high": null, "unit": "USD/share" }, { "kind": "capex", "horizon": "full_year", "period": "full year 2026", "value": "14 to 15 %", "low": 14, "high": 15, "unit": "%" } ], "transcript": true, "slides": "https://cloudflare.net/files/content_files/Q3-26-Supplemental-Financial-Information.pdf", "investor_documents": [ { "title": "Earnings Supplemental", "kind": "slides", "url": "https://cloudflare.net/files/content_files/Q3-26-Supplemental-Financial-Information.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://cloudflare.net/files/doc_financials/2026/q3/CORRECTED-TRANSCRIPT-Cloudflare-Inc-NET-US-Q3-2026-Earnings-Call-5-November-2026-5-00-PM-ET.pdf" }, { "title": "Earnings Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/732669571" }, { "title": "10-Q", "kind": "other", "url": "https://cloudflare.net/files/doc_financials/2026/q3/NET-US-Cloudflare-Inc-files-10Q-Basic-quarterly-filing-for-period-end-NET-US-30-Sep-26-05-11-2026-0.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1477333/000147733326000060/0001477333-26-000060-index.htm" }, { "ticker": "ZS", "name": "Zscaler", "sector": "Software", "quarter": "Q4 FY2026", "key": "2026-q4", "filed": "2026-09-03", "period_end": "2026-07-31", "url": "https://earnings.opennash.com/companies/zs/2026-q4/", "markdown": "https://earnings.opennash.com/companies/zs/2026-q4/index.md", "headline": "Zscaler grew Q4 FY26 revenue 25% year over year to $898.2 million and ARR 25% to $3,771 million, with non-GAAP income from operations of $218.4 million, a record 24% of revenue.", "metrics": [ { "id": "revenue", "label": "Q4 revenue", "value": "$898.2 million", "change": "up 25% year over year", "basis": "GAAP" }, { "id": "operating_income", "label": "Q4 non-GAAP income from operations", "value": "$218.4 million", "change": "compared to $158.9 million in the fourth quarter of fiscal 2025", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Q4 non-GAAP operating margin", "value": "24%", "change": "compared to 22% in the fourth quarter of fiscal 2025", "basis": "non-GAAP" }, { "id": "net_income", "label": "Q4 GAAP net loss", "value": "$3.4 million", "change": "compared to $17.6 million in the fourth quarter of fiscal 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Q4 GAAP net loss 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"kind": "revenue", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$935 million to $939 million", "low": 935000000, "high": 939000000, "unit": "USD" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "approximately 80%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$215 million to $217 million", "low": 215000000, "high": 217000000, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "first quarter of fiscal 2027", "value": "$1.15 to $1.16", "low": 1.15, "high": 1.16, "unit": "USD/share" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "$4.396 billion to $4.426 billion", "low": 4396000000, "high": 4426000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2027", "value": "$3.908 billion to $3.938 billion", "low": 3908000000, 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"high": null, "unit": "USD" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "fiscal 2027 third quarter ending October 31, 2026", "value": "30.0%", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2027 full year ending January 31, 2027", "value": "$9.940 billion to $9.950 billion", "low": 9940000000, "high": 9950000000, "unit": "USD" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal 2027 full year ending January 31, 2027", "value": "31.0%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "$3.450B", "low": null, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "fiscal 2027", "value": "$270M", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "$3.180B", "low": null, "high": null, "unit": "USD" } ], "transcript": 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"https://www.sec.gov/Archives/edgar/data/1671933/000167193326000115/0001671933-26-000115-index.htm" }, { "ticker": "DUOL", "name": "Duolingo", "sector": "Software", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-03", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/duol/2026-q3/", "markdown": "https://earnings.opennash.com/companies/duol/2026-q3/index.md", "headline": "Duolingo's third quarter 2026 revenues were $309.0 million, up 14% year over year, with daily active users of 64.9 million, up 29%, and net income of $27.2 million.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$309.0 million", "change": "up 14% over the prior year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$27.2 million", "change": "down from $292.2 million a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted net income per share", "value": "$0.54", "change": "down from $5.95 a year ago", "basis": "GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "72.9%", "change": "a modest improvement over the prior year", "basis": "GAAP" }, { "id": "operating_income", "label": "Income from operations", "value": "24,196", "change": "down from 35,159 a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$89.4 million", "change": "up 6%", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$75.3 million", "change": "down 3%", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$78.7 million", "change": "down 2%", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "Q4 2026", "value": "$382 million", "low": null, "high": null, "unit": "USD" }, { "kind": "revenue", "horizon": "next_quarter", "period": "Q4 2026", "value": "$322 million", "low": null, "high": null, "unit": "USD" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "Q4 2026", "value": "72.0%", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "Q4 2026", "value": "$84 million", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$323 million", "low": null, "high": null, "unit": "USD" }, { "kind": "tax_rate", "horizon": "full_year", "period": "full year 2026", "value": "23% to 25%", "low": 23.0, "high": 25.0, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "approximately 14% of revenue", "low": null, "high": null, "unit": "%" } ], "transcript": false, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1562088/000162828026069474/0001628280-26-069474-index.htm" }, { "ticker": "ABNB", "name": "Airbnb", "sector": "Internet & Travel", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-05", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/abnb/2026-q3/", "markdown": "https://earnings.opennash.com/companies/abnb/2026-q3/index.md", "headline": "Airbnb Q3 2026 revenue grew 19% year-over-year to $4.9 billion, with net income of $1.9 billion, Adjusted EBITDA of $2.5 billion and GBV of $27.7 billion.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$4.9 billion", "change": "up 19% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$1.9 billion", "change": "up 38% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$3.16", "change": "up from $2.21 a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$1.5 billion", "change": "increased year-over-year", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$1.4 billion", "change": "increased year-over-year", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$2.5 billion", "change": "up 22% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA Margin", "value": "52%", "change": "up from 50% in Q3 2025", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "Q4 2026", "value": "$3.22 billion to $3.28 billion", "low": 3220000000, "high": 3280000000, "unit": "USD" }, { "kind": "revenue", "horizon": "next_quarter", "period": "Q4 2026", "value": "16% to 18%", "low": 16.0, "high": 18.0, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "full-year 2026", "value": "approximately 36%", "low": null, "high": null, "unit": "%" } ], "transcript": false, "slides": "https://s26.q4cdn.com/656283129/files/content_files/Airbnb-Q3-2026-Shareholder-Letter.pdf", "investor_documents": [ { "title": "Shareholder Letter", "kind": "letter", "url": "https://s26.q4cdn.com/656283129/files/content_files/Airbnb-Q3-2026-Shareholder-Letter.pdf" }, { "title": "Earnings Transcript", "kind": "transcript", "url": "https://s26.q4cdn.com/656283129/files/content_files/Airbnb-Q3-2026-Earnings-Call-Transcript.pdf" }, { "title": "Earnings Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/385199759" }, { "title": "SEC Filings", "kind": "other", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0001559720/9a2b2620-76b8-4946-92b4-3e685fc918e6.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1559720/000119312526449727/0001193125-26-449727-index.htm" }, { "ticker": "DASH", "name": "DoorDash", "sector": "Internet & Mobility", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/dash/2026-q3/", "markdown": "https://earnings.opennash.com/companies/dash/2026-q3/index.md", "headline": "DoorDash reported Q3 2026 revenue up 34% Y/Y to $4.6 billion, GAAP net income attributable to common stockholders up 91% Y/Y to $466 million, and Adjusted EBITDA up 41% Y/Y to $1,060 million.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$4.6 billion", "change": "up 34% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to DoorDash common stockholders", "value": "$466 million", "change": "up 91% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.06", "change": "up from $0.55 a year ago", "basis": "GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "50.1%", "change": "up from 49.0% a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Income from operations", "value": "442", "change": "up from 258 a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$994 million", "change": "up from $871 million in Q3 2025", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free Cash Flow", "value": "$787 million", "change": "up from $723 million in Q3 2025", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$1,060 million", "change": "up 41% from $754 million in Q3 2025", "basis": "non-GAAP" } ], "outlook": [ { "kind": "other", "horizon": "next_quarter", "period": "Q4 2026", "value": "$35.4 billion - $36.4 billion", "low": 35400000000, "high": 36400000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "Q4 2026", "value": "$900 million - $1,100 million", "low": 900000000, "high": 1100000000, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "2026", "value": "approximately $1.2 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "2026", "value": "approximately $1.2 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "between $700 million and $800 million", "low": 700000000, "high": 800000000, "unit": "USD" } ], "transcript": false, "slides": null, "investor_documents": [ { "title": "Earnings Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/453995521" }, { "title": "Financial Statements", "kind": "financials", "url": "https://s22.q4cdn.com/280253921/files/content_files/Q3-2026-Financial-Statements.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1792789/000179278926000062/0001792789-26-000062-index.htm" }, { "ticker": "SNAP", "name": "Snap", "sector": "Internet & Advertising", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-04", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/snap/2026-q3/", "markdown": "https://earnings.opennash.com/companies/snap/2026-q3/index.md", "headline": "Snap reported Q3 2026 revenue of $1,722 million, up 14% year-over-year, net income of $56 million and Adjusted EBITDA of $383 million.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$1,722 million", "change": "up 14% year-over-year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$56 million", "change": "compared to net loss of $104 million in the prior year", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted net income per share", "value": "$0.03", "change": "compared to $(0.06) a year ago", "basis": "GAAP" }, { "id": "gross_margin", "label": "GAAP gross margin", "value": "62%", "change": "compared to 55% in the prior year", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$76,716", "change": "160% change from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "4%", "change": "", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow", "value": "$210 million", "change": "compared to $146 million in the prior year", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free Cash Flow", "value": "$164 million", "change": "compared to $93 million in the prior year", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$383 million", "change": "compared to $182 million in the prior year", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "Q4 2026", "value": "$1.950 billion to $1.985 billion", "low": 1950000000, "high": 1985000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "Q4 2026", "value": "$490 million to $525 million", "low": 490000000, "high": 525000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full-year 2026", "value": "$1.65 billion to $1.66 billion", "low": 1650000000, "high": 1660000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "16% to 17%", "low": 16.0, "high": 17.0, "unit": "%" } ], "transcript": false, "slides": 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"Pinterest", "sector": "Internet & Advertising", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/pins/2026-q3/", "markdown": "https://earnings.opennash.com/companies/pins/2026-q3/index.md", "headline": "Pinterest's Q3 2026 revenue was $1,174 million, up 12%, with GAAP net income of $22 million and a record 661 million monthly active users.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$1,174 million", "change": "up 12% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$22 million", "change": "down 77% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.04", "change": "down from $0.13 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Non-GAAP net income per share", "value": "$0.46", "change": "up from $0.38 a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": 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"high": null, "unit": "%" } ], "transcript": false, "slides": "https://s204.q4cdn.com/369458543/files/content_files/Q3-2026-Pinterest-Earnings-Presentation.pdf", "investor_documents": [ { "title": "Earnings Presentation", "kind": "slides", "url": "https://s204.q4cdn.com/369458543/files/content_files/Q3-2026-Pinterest-Earnings-Presentation.pdf" }, { "title": "Transcript", "kind": "transcript", "url": "https://s204.q4cdn.com/369458543/files/doc_earnings/2026/q3/transcript/Q3-2026-Transcript.pdf" }, { "title": "Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/714420261" }, { "title": "10-Q", "kind": "other", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0001506293/60548144-7eb4-4522-ae19-2e0fe93d015a.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1506293/000150629326000151/0001506293-26-000151-index.htm" }, { "ticker": "RBLX", "name": "Roblox", "sector": "Media & Streaming", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-29", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/rblx/2026-q3/", "markdown": "https://earnings.opennash.com/companies/rblx/2026-q3/index.md", "headline": "Roblox Q3 2026 revenue was $1.6 billion, up 16% year-over-year, while bookings of $1.7 billion were down 12% year-over-year and consolidated net loss was $230 million.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$1.6 billion", "change": "up 16% year-over-year", "basis": "GAAP" }, { "id": "other", "label": "Bookings", "value": "$1.7 billion", "change": "down 12% year-over-year", "basis": "non-GAAP" }, { "id": "net_income", "label": "Consolidated net loss", "value": "$230 million", "change": "compared to $258 million in Q3 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Net loss per share, basic and diluted", "value": "$ (0.32)", "change": "compared to $ (0.37) in Q3 2025", "basis": "GAAP" }, { "id": "operating_income", "label": "Loss from operations", "value": "(283)", 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"basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted net income per share", "value": "$1.20", "change": "up from $0.16 a year ago", "basis": "GAAP" }, { "id": "gross_margin", "label": "Total gross margin", "value": "43.2%", "change": "(0.2)pts YoY", "basis": "GAAP" }, { "id": "operating_income", "label": "Income from operations", "value": "164,088", "change": "up from 9,466 a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow (TTM)", "value": "$810,866", "change": "up 78% YoY", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow (TTM)", "value": "$796 million", "change": "up 80% YoY", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$249 million", "change": "up 113% YoY", "basis": "non-GAAP" } ], "outlook": [], "transcript": false, "slides": "https://image.roku.com/bWFya2V0aW5n/3Q26-Shareholder-Letter.pdf", "investor_documents": [ { "title": "Read letter", "kind": "letter", "url": "https://image.roku.com/bWFya2V0aW5n/3Q26-Shareholder-Letter.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1428439/000162828026068877/0001628280-26-068877-index.htm" }, { "ticker": "DKNG", "name": "DraftKings", "sector": "Media & Streaming", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-06", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/dkng/2026-q3/", "markdown": "https://earnings.opennash.com/companies/dkng/2026-q3/index.md", "headline": "DraftKings reported third quarter 2026 total revenue of $1,329 million, an increase of $185 million, or 16%, compared to $1,144 million during the same period in 2025.", "metrics": [ { "id": "revenue", "label": "Total revenue", "value": "$1,329 million", "change": "an increase of $185 million, or 16%, compared to $1,144 million a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net loss attributable to common stockholders", "value": "$(468,720)", "change": "versus $(256,788) a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Basic and diluted loss per share", "value": "$(0.94)", "change": "versus $(0.52) a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted Earnings (Loss) Per Share", "value": "$(0.53)", "change": "versus $(0.26) a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Income (loss) from operations", "value": "(493,129)", "change": "versus (271,890) a year ago", "basis": "GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$(316,899)", "change": "versus $(126,488) a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash from operating activities (nine months)", "value": "$63,026", "change": "versus $342,382 in the nine months ended September 30, 2025", "basis": "GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "fiscal year 2026", "value": "$6.35 billion to $6.55 billion", "low": 6350000000, "high": 6550000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2026", "value": "$175 million to $275 million", "low": 175000000, "high": 275000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of fiscal 2026", "value": "$175 million to $225 million", "low": 175000000, "high": 225000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal year 2027", "value": "$7.35 billion to $7.75 billion", "low": 7350000000, "high": 7750000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "$800 million to $1.0 billion", "low": 800000000, "high": 1000000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal year 2027", "value": "$6.7 billion to $7.0 billion", "low": 6700000000, "high": 7000000000, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal year 2027", "value": "$650 million to $750 million", "low": 650000000, "high": 750000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "fiscal year 2027", "value": "$250 million to $350 million", "low": 250000000, "high": 350000000, "unit": "USD" } ], "transcript": false, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1883685/000188368526000039/0001883685-26-000039-index.htm" }, { "ticker": "XYZ", "name": "Block", "sector": "Financial Technology", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-03", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/xyz/2026-q3/", "markdown": "https://earnings.opennash.com/companies/xyz/2026-q3/index.md", "headline": "Gross profit grew 22% year over year to $3.24 billion, with Adjusted Operating Income up 92% to $923 million and Adjusted Diluted EPS up 109% to a record $1.13.", "metrics": [ { "id": "revenue", "label": "Total net revenue", "value": "6,719,359", "change": "", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to common stockholders", "value": "$566 million", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.92", "change": "up 24% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted Diluted EPS", "value": "$1.13", "change": "up 109% from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$428 million", "change": "up 5% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating income margin (of gross profit)", "value": "13%", "change": "", "basis": "GAAP" }, { "id": "other", "label": "Adjusted Operating Income", "value": "$923 million", "change": "up 92% from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Gross profit", "value": "$3.24 billion", "change": "up 22% from a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", 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"USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fiscal Q2 2027", "value": "$705 to $720 million", "low": 705000000, "high": 720000000, "unit": "USD" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "fiscal Q2 2027", "value": "11.50 to 13.50%", "low": 11.5, "high": 13.5, "unit": "%" }, { "kind": "operating_margin", "horizon": "next_quarter", "period": "fiscal Q2 2027", "value": "29.50 to 31.50%", "low": 29.5, "high": 31.5, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "More than $65.25 billion", "low": 65250000000, "high": null, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "fiscal 2027", "value": "Similar to FY'26 as a % of GMV (~8.49%)", "low": null, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "Similar to FY'26 as a % of GMV (~4.16%)", "low": null, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal 2027", "value": "More than 14.75%", "low": 14.75, "high": null, "unit": "%" }, { "kind": "operating_margin", "horizon": "full_year", "period": "fiscal 2027", "value": "More than 30.75%", "low": 30.75, "high": null, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "fiscal 2027", "value": "at or below 5%", "low": null, "high": 5, "unit": "%" } ], "transcript": false, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1820953/000162828026071005/0001628280-26-071005-index.htm" }, { "ticker": "HIMS", "name": "Hims & Hers", "sector": "Health Care", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-09", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/hims/2026-q3/", "markdown": "https://earnings.opennash.com/companies/hims/2026-q3/index.md", "headline": "Revenue was $890.4 million for the third quarter of 2026, up 49% year-over-year, with a net loss of $33.0 million and Adjusted EBITDA of $82.4 million.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$890.4 million", "change": "up 49% year-over-year, from $599.0 million", "basis": "GAAP" }, { "id": "net_income", "label": "Net loss", "value": "$33.0 million", "change": "compared to net income of $15.8 million a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted net loss per share", "value": "$(0.14)", "change": "compared to $0.06 a year ago", "basis": "GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "57%", "change": "compared to 74% a year ago", "basis": "GAAP" }, { "id": "operating_income", "label": "Loss from operations", "value": "$(66,146)", "change": "compared to income of $11,807 thousand a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$65.4 million", "change": "compared to $148.7 million a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free Cash Flow", "value": "$26.0 million", "change": "compared to $79.4 million a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$82.4 million", "change": "compared to $78.4 million a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "$875 million to $895 million", "low": 875000000, "high": 895000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "$70 million to $90 million", "low": 70000000, "high": 90000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "8% to 10%", "low": 8.0, "high": 10.0, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "$3.13 billion to $3.15 billion", "low": 3130000000, "high": 3150000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$257 million to $277 million", "low": 257000000, "high": 277000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "8% to 9%", "low": 8.0, "high": 9.0, "unit": "%" } ], "transcript": false, "slides": null, "investor_documents": [ { "title": "Earnings Webcast", "kind": "webcast", "url": "https://events.q4inc.com/attendee/461746058" }, { "title": "10-Q", "kind": "other", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0001773751/8442b6c7-43f2-4e52-8875-ac584705ee49.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1773751/000177375126000242/0001773751-26-000242-index.htm" }, { "ticker": "RKLB", "name": "Rocket Lab", "sector": "Aerospace", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-09", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/rklb/2026-q3/", "markdown": "https://earnings.opennash.com/companies/rklb/2026-q3/index.md", "headline": "Rocket Lab posted record quarterly revenue of $268 million, a 73% increase year-on-year, with record backlog of approximately $3.6 billion and positive GAAP operating cash flow of $7.2M.", "metrics": [ { "id": "revenue", "label": "Total revenue", "value": "$268 million", "change": "a 73% increase year-on-year", "basis": "GAAP" }, { "id": "net_income", "label": "Net loss", "value": "$(79,677)", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Basic and diluted net loss per share", "value": "$(0.12)", "change": "", "basis": "GAAP" }, { "id": "gross_margin", "label": "Non-GAAP gross margin", "value": "38.4%", "change": "from 41.9% a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "GAAP operating loss", "value": "$(79,189)", "change": "", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "GAAP operating cash flow", "value": "$7.2M", "change": "", "basis": "GAAP" }, { "id": "other", "label": "Backlog", "value": "$3.57 billion", "change": "a 52% increase since end of Q2 2026", "basis": "" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$(18,047)", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "between $270 million and $290 million", "low": 270000000, "high": 290000000, "unit": "USD" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "between 34% and 36%", "low": 34.0, "high": 36.0, "unit": "%" }, { "kind": "gross_margin", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "between 39% and 41%", "low": 39.0, "high": 41.0, "unit": "%" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "between $162 million and $168 million", "low": 162000000, "high": 168000000, "unit": "USD" }, { "kind": "operating_expenses", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "between $136 million and $142 million", "low": 136000000, "high": 142000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$45 million", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "between $14 million and $20 million", "low": 14000000, "high": 20000000, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$17 million to $19 million", "low": 17000000, "high": 19000000, "unit": "USD" } ], "transcript": false, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1819994/000181999426000073/0001819994-26-000073-index.htm" }, { "ticker": "IONQ", "name": "IonQ", "sector": "Consumer Technology", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-05", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/ionq/2026-q3/", "markdown": "https://earnings.opennash.com/companies/ionq/2026-q3/index.md", "headline": "IonQ reported record Q3 2026 GAAP revenue of $173.8 million, up 336% year-over-year, and raised full-year 2026 revenue guidance to $505 to $515 million as backlog grew to $1.2 billion.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$173.8 million", "change": "up 336% year-over-year", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to IonQ", "value": "$564.0 million", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.35", "change": "versus $(3.58) a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted EPS", "value": "($0.29)", "change": "versus $(0.17) a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Loss from operations", "value": "(433,075)", "change": "versus (168,813) a year ago", "basis": "GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "($133.6) million", 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"https://event.choruscall.com/mediaframe/webcast.html?webcastid=Y3TmULnK" }, { "title": "Financial Statement", "kind": "other", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0001824920/5d1367f8-2a32-4e4a-a6d9-8f7086a0c68f.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1824920/000119312526449779/0001193125-26-449779-index.htm" }, { "ticker": "GME", "name": "GameStop", "sector": "Retail", "quarter": "Q2 FY2026", "key": "2026-q2", "filed": "2026-09-08", "period_end": "2026-08-01", "url": "https://earnings.opennash.com/companies/gme/2026-q2/", "markdown": "https://earnings.opennash.com/companies/gme/2026-q2/index.md", "headline": "GameStop reported second quarter 2026 net sales of $790.2 million, operating income of $160.2 million and net income of $298.7 million.", "metrics": [ { "id": "revenue", "label": "Net sales", "value": "$790.2 million", "change": "down from $972.2 million in the prior year's second quarter", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$160.2 million", "change": "up from $66.4 million in the prior year's second quarter", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$298.7 million", "change": "up from $168.6 million in the prior year's second quarter", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted income per share", "value": "$0.51", "change": "up from $0.31 a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted net income per share", "value": "0.27", "change": "up from 0.25 a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash flows provided by operating activities", "value": "$62.4", "change": "down from $117.4 a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$60.7", "change": "down from $113.3 a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$174.0 million", "change": "up from $75.7 million in the prior year's second quarter", "basis": "non-GAAP" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "fiscal year ending January 30, 2027", "value": "in excess of $650 million", "low": 650000000, "high": null, "unit": "USD" } ], "transcript": false, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1326380/000132638026000050/0001326380-26-000050-index.htm" }, { "ticker": "LCID", "name": "Lucid", "sector": "Automotive", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-09", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/lcid/2026-q3/", "markdown": "https://earnings.opennash.com/companies/lcid/2026-q3/index.md", "headline": "Lucid reported third quarter revenue of $350 million, up 4% year over-year, with free cash flow consumption declining by 30% sequentially to $1.04 billion and $2.0 billion in total liquidity.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$350 million", "change": "up 4% year over-year", "basis": "GAAP" }, { "id": "net_income", "label": "Net loss", "value": "(830,859)", "change": "", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted net loss per share attributable to common stockholders", "value": "$(2.74)", "change": "", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted net loss per share", "value": "$(2.30)", "change": "", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Loss from operations", "value": "(857,587)", "change": "", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash used in operating activities", "value": "(752,643)", "change": "", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow consumption", "value": "$1.04 billion", "change": "declined by 30% sequentially", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$(726,273)", "change": "", "basis": "non-GAAP" }, { "id": "other", "label": "Total liquidity", "value": "$2.0 billion", "change": "", "basis": "" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "full-year target", "value": "$1.4 Billion", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "into Q4 2027", "value": "into Q4 2027", "low": null, "high": null, "unit": "other" } ], "transcript": false, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1811210/000162828026072158/0001628280-26-072158-index.htm" }, { "ticker": "CVNA", "name": "Carvana", "sector": "Automotive", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-28", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/cvna/2026-q3/", "markdown": "https://earnings.opennash.com/companies/cvna/2026-q3/index.md", "headline": "Carvana reported record Q3 2026 revenue of $8.040 billion, an increase of 42%, with net income of $483 million, an increase of $220 million, and Adjusted EBITDA of $800 million, an increase of $163 million.", "metrics": [ { "id": "revenue", "label": "Revenue", "value": "$8.040 billion", "change": "an increase of 42%", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$483 million", "change": "an increase of $220 million", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS (Class A)", "value": "$0.39", "change": "", "basis": "GAAP" }, { "id": "operating_income", "label": "GAAP operating income", "value": "$714 million", "change": "an increase of $162 million", "basis": "GAAP" }, { "id": "operating_margin", "label": "GAAP operating margin", "value": "8.9%", "change": "a decrease from 9.8%", "basis": "GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$800 million", "change": "an increase of $163 million", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA margin", "value": "10.0%", "change": "a decrease from 11.3%", "basis": "non-GAAP" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "full year 2026", "value": "$2.7 to $3.0 billion", "low": 2700000000, "high": 3000000000, "unit": "USD" } ], "transcript": false, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1690820/000169082026000066/0001690820-26-000066-index.htm" }, { "ticker": "ASTS", "name": "AST SpaceMobile", "sector": "Telecom", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-09", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/asts/2026-q3/", "markdown": "https://earnings.opennash.com/companies/asts/2026-q3/index.md", "headline": "AST SpaceMobile reported third quarter revenue of $42.3 million, total operating expenses of $211.0 million, and cash, cash equivalents, and restricted cash of approximately $3.2 billion.", "metrics": [ { "id": "revenue", "label": "Third quarter revenue", "value": "$42.3 million", "change": "", "basis": "GAAP" }, { "id": "net_income", "label": "Net loss 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billion, comparable restaurant sales increased 2.1%, and diluted earnings per share was $0.27, a 6.9% decrease from $0.29.", "metrics": [ { "id": "revenue", "label": "Total revenue", "value": "$3.3 billion", "change": "up 9.6% from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$339.9 million", "change": "down from $382.1 million a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$0.27", "change": "down 6.9% from $0.29", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$0.27", "change": "down 6.9% from $0.29", "basis": "non-GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "13.7%", "change": "down from 15.9%", "basis": "GAAP" }, { "id": "other", "label": "Restaurant level operating margin", "value": "23.3%", "change": "down from 24.5%", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities (nine months)", "value": "1,922,138", "change": "", "basis": "GAAP" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "2026", "value": "350 to 370", "low": 350, "high": 370, "unit": "other" }, { "kind": "tax_rate", "horizon": "full_year", "period": "2026", "value": "between 24% and 26%", "low": 24.0, "high": 26.0, "unit": "%" }, { "kind": "other", "horizon": "other", "period": "2027", "value": "340 to 360", "low": 340, "high": 360, "unit": "other" }, { "kind": "other", "horizon": "other", "period": "2027", "value": "15 to 25", "low": 15, "high": 25, "unit": "other" } ], "transcript": false, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1058090/000105809026000103/0001058090-26-000103-index.htm" }, { "ticker": "LULU", "name": "Lululemon", "sector": "Consumer Brands", "quarter": "Q2 FY2026", "key": "2026-q2", "filed": "2026-09-03", "period_end": "2026-08-02", "url": "https://earnings.opennash.com/companies/lulu/2026-q2/", "markdown": "https://earnings.opennash.com/companies/lulu/2026-q2/index.md", "headline": "Revenue decreased 4% to $2.4 billion, or decreased 5% on a constant dollar basis, with comparable sales down 9% and diluted EPS of $2.92.", "metrics": [ { "id": "revenue", "label": "Net revenue", "value": "$2.4 billion", "change": "decreased 4%, or decreased 5% on a constant dollar basis", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$329,223", "change": "compared with $370,905 in the second quarter of 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$2.92", "change": "compared to $3.10 in the second quarter of 2025", "basis": "GAAP" }, { "id": "gross_margin", "label": "Gross margin", "value": "60.5%", "change": "increased 200 basis points", "basis": "GAAP" }, { "id": "operating_income", "label": "Income from operations", "value": "$453.7 million", "change": "decreased 13%", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "18.8%", "change": "decreased 190 basis points", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow (first two quarters)", "value": "589,278", "change": "compared with 209,722 in the first two quarters of 2025", "basis": "GAAP" }, { "id": "other", "label": "IEEPA tariff refunds recognized", "value": "$134.5 million", "change": "increased gross margin by 560 basis points", "basis": "GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "third quarter of 2026", "value": "$2.290 billion to $2.320 billion", "low": 2290000000, "high": 2320000000, "unit": "USD" }, { "kind": "eps", "horizon": "next_quarter", "period": "third quarter of 2026", "value": "$0.93 to $0.98", "low": 0.93, "high": 0.98, "unit": "USD/share" }, { "kind": "tax_rate", "horizon": "next_quarter", "period": "third quarter of 2026", "value": "approximately 30%", "low": null, "high": null, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "2026", "value": "$10.350 billion to $10.500 billion", "low": 10350000000, "high": 10500000000, "unit": "USD" }, { "kind": "eps", "horizon": "full_year", "period": "2026", "value": "$9.48 to $9.73", "low": 9.48, "high": 9.73, "unit": "USD/share" } ], "transcript": false, "slides": null, "investor_documents": [ { "title": "Financial Supplement", "kind": "financials", "url": "https://corporate.lululemon.com/~/media/Files/L/Lululemon/investors/results-center/q2-2026-financial-supplement.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1397187/000139718726000126/0001397187-26-000126-index.htm" }, { "ticker": "DAL", "name": "Delta Air Lines", "sector": "Transportation", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-09", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/dal/2026-q3/", "markdown": "https://earnings.opennash.com/companies/dal/2026-q3/index.md", "headline": "Delta reported September quarter 2026 GAAP operating revenue of $20.2 billion and earnings per share of $1.15, with non-GAAP earnings per share of $1.72 and record adjusted revenue of $17.6 billion.", "metrics": [ { "id": "revenue", "label": "Operating revenue (GAAP)", "value": "$20.2 billion", "change": "up 21% from a year ago", "basis": "GAAP" }, { "id": "other", "label": "Operating revenue, adjusted (excludes third-party refinery sales)", "value": "$17.6 billion", "change": "up 16% from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income (GAAP)", "value": "$1.5 billion", "change": "", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin (GAAP)", "value": "7.2 percent", "change": "down 2.9 points from a year ago", "basis": "GAAP" }, { "id": "net_income", "label": "Net income (GAAP)", "value": "$756", "change": "down 47% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Earnings per share (GAAP)", "value": "$1.15", "change": "down 47% from a year 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"kind": "webcast", "url": "https://events.q4inc.com/attendee/802834583" }, { "title": "Conference Call Non-GAAP Reconciliations", "kind": "other", "url": "https://s2.q4cdn.com/181345880/files/doc_earnings/2026/q3/generic/3Q26-Call-Script-Non-GAAPs.pdf" }, { "title": "Form 10-Q", "kind": "other", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000027904/35c2864e-d8c8-4f3e-8b9e-1355755b7625.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/27904/000002790426000035/0000027904-26-000035-index.htm" }, { "ticker": "UAL", "name": "United Airlines", "sector": "Transportation", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-20", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/ual/2026-q3/", "markdown": "https://earnings.opennash.com/companies/ual/2026-q3/index.md", "headline": "United reported Q3 total operating revenue of $17.9 billion, up 17.4% year over year, with diluted earnings per share of $3.14 and adjusted diluted earnings per share of $2.54.", "metrics": [ { "id": "revenue", "label": "Total operating revenue", "value": "$17.9 billion", "change": "up 17.4% compared to third-quarter 2025", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$1.0 billion", "change": "up 8.5% from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted earnings per share", "value": "$3.14", "change": "up 8.3% from a year ago", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted earnings per share", "value": "$2.54", "change": "down 8.6% from a year ago", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "$1,446", "change": "up 3.6% from a year ago", "basis": "GAAP" }, { "id": "operating_margin", "label": "Operating margin", "value": "8.1%", "change": "down 1.1 pts from a year ago", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Net cash provided by operating activities", "value": "$465", "change": "down from $1,218 million a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$(1,843)", "change": "compared with $(153) million a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "$0.50 - $1.50", "low": 0.5, "high": 1.5, "unit": "USD/share" }, { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "over 20%", "low": 20.0, "high": null, "unit": "%" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter 2026", "value": "approximately $4.80", "low": null, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "full year 2026", "value": "~$7.5", "low": null, "high": null, "unit": "USD" }, { "kind": "other", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "between $50 million and $140 million", "low": 50000000, "high": 140000000, "unit": "USD" } ], "transcript": false, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/100517/000010051726000184/0000100517-26-000184-index.htm" }, { "ticker": "CCL", "name": "Carnival", "sector": "Internet & Travel", "quarter": "Q3 FY2026", "key": "2026-q3", "filed": "2026-09-29", "period_end": "2026-08-31", "url": "https://earnings.opennash.com/companies/ccl/2026-q3/", "markdown": "https://earnings.opennash.com/companies/ccl/2026-q3/index.md", "headline": "Carnival Corporation outperforms guidance with all-time high net income of $1.9 billion, adjusted net income of $2.0 billion, diluted EPS of $1.40 and adjusted EPS of $1.43 in the third quarter 2026.", "metrics": [ { "id": "revenue", "label": "Total revenues", "value": "$8,435", "change": "vs $8,153 in the prior-year quarter", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to Carnival Corporation", "value": "$1.9 billion", "change": "all-time high", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$1.40", "change": "vs $1.33 in the prior-year quarter", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted diluted EPS", "value": "$1.43", "change": "in line with prior year", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income", "value": "2,220", "change": "vs 2,271 in the prior-year quarter", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Cash from operations", "value": "$1,410", "change": "vs $1,383 in the prior-year quarter", "basis": "GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$3.0 billion", "change": "in line with last year and $110 million better than June guidance", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted net income", "value": "$2.0 billion", "change": "", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "approximately 1.7 percent", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "Approx. $0.20", "low": null, "high": null, "unit": "USD/share" }, { "kind": "capex", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$0.3 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "capex", "horizon": "next_quarter", "period": "fourth quarter of 2026", "value": "$0.9 billion", "low": null, "high": null, "unit": "USD" }, { "kind": "revenue", "horizon": "full_year", "period": "full year 2026", "value": "approximately 2.3 percent", "low": null, "high": null, "unit": "%" }, { "kind": "operating_expenses", "horizon": "full_year", "period": "full year 2026", "value": "approximately 2.2 percent", "low": null, "high": null, "unit": "%" }, { "kind": "eps", "horizon": "full_year", "period": "full year 2026", "value": "Approx. $2.24", "low": null, "high": null, "unit": "USD/share" } ], "transcript": false, "slides": "https://www.carnivalcorp.com/wp-content/uploads/2026/03/Third-Quarter-2026-Earnings-Presentation.pdf", "investor_documents": [ { "title": "Slide deck", "kind": "slides", "url": "https://www.carnivalcorp.com/wp-content/uploads/2026/03/Third-Quarter-2026-Earnings-Presentation.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/815097/000081509726000104/0000815097-26-000104-index.htm" }, { "ticker": "GEV", "name": "GE Vernova", "sector": "Industrials", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-10-28", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/gev/2026-q3/", "markdown": "https://earnings.opennash.com/companies/gev/2026-q3/index.md", "headline": "GE Vernova reported third quarter 2026 revenue of $12.6B, +27%, orders of $29B, +96% organically, net income of $1.3B and free cash flow* of $5.4B, and raised its 2026 guidance.", "metrics": [ { "id": "revenue", "label": "Total revenues", "value": "$12.6 billion", "change": "up 27%, up 18% organically", "basis": "GAAP" }, { "id": "net_income", "label": "Net income", "value": "$1,289", "change": "up $836 million from a year ago", "basis": "GAAP" }, { "id": "eps_diluted", "label": "Diluted EPS", "value": "$4.81", "change": "up 193% from a year ago", "basis": "GAAP" }, { "id": "other", "label": "Adjusted EBITDA", "value": "$1,943", "change": "up $1,131 million from a year ago", "basis": "non-GAAP" }, { "id": "other", "label": "Adjusted EBITDA margin", "value": "15.4%", "change": "up 730 bps from a year ago", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash from operating activities", "value": "$6,057", "change": "up $5,077 million from a year ago", "basis": "GAAP" }, { "id": "free_cash_flow", "label": "Free cash flow", "value": "$5.4 billion", "change": "up $4.7 billion from a year ago", "basis": "non-GAAP" } ], "outlook": [ { "kind": "revenue", "horizon": "full_year", "period": "2026", "value": "$46.5-$47.5 billion", "low": 46500000000, "high": 47500000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "13.5%-14.5%", "low": 13.5, "high": 14.5, "unit": "%" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$16-$17 billion", "low": 16000000000, "high": 17000000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "19%-21%", "low": 19.0, "high": 21.0, "unit": "%" }, { "kind": "revenue", "horizon": "full_year", "period": "2026", "value": "$14.5-$15.0 billion", "low": 14500000000, "high": 15000000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$400-$500 million", "low": 400000000, "high": 500000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "year-end 2026", "value": "at least 130 GW", "low": null, "high": null, "unit": "other" } ], "transcript": false, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000162/0001996810-26-000162-index.htm" }, { "ticker": "CEG", "name": "Constellation Energy", "sector": "Utilities", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-09", "period_end": "2026-09-29", "url": "https://earnings.opennash.com/companies/ceg/2026-q3/", "markdown": "https://earnings.opennash.com/companies/ceg/2026-q3/index.md", "headline": "Constellation reported GAAP Net Income of $5.19 per share and Adjusted (non-GAAP) Operating Earnings of $5.06 per share for the third quarter of 2026, and raised its full-year Adjusted Operating Earnings guidance range to $12.50 - $12.80 per share.", "metrics": [ { "id": "revenue", "label": "Operating revenues (Q3 2026, $ millions)", "value": "$9,550", "change": "compared with $6,570 in the third quarter of 2025", "basis": "GAAP" }, { "id": "net_income", "label": "Net income attributable to common shareholders (Q3 2026, $ millions)", "value": "$1,835", "change": "compared with $930 in the third quarter of 2025", "basis": "GAAP" }, { "id": "eps_diluted", "label": "GAAP Net Income per share (Q3 2026)", "value": "$5.19", "change": "from $2.97 per share in the third quarter of 2025", "basis": "GAAP" }, { "id": "eps_adjusted", "label": "Adjusted (non-GAAP) Operating Earnings per share (Q3 2026)", "value": "$5.06", "change": "from $3.04 per share in the third quarter of 2025", "basis": "non-GAAP" }, { "id": "operating_income", "label": "Operating income (Q3 2026, $ millions)", "value": "2,492", "change": "compared with 1,086 in the third quarter of 2025", "basis": "GAAP" }, { "id": "operating_cash_flow", "label": "Operating cash flow (nine months ended Sept. 30, 2026, $ millions)", "value": "4,979", "change": "compared with 3,432 in the nine months of 2025", "basis": "GAAP" } ], "outlook": [ { "kind": "eps", "horizon": "full_year", "period": "full-year 2026", "value": "$12.50 - $12.80", "low": 12.5, "high": 12.8, "unit": "USD/share" }, { "kind": "other", "horizon": "other", "period": "2026 - 2029", "value": "20%+", "low": 20.0, "high": null, "unit": "%" } ], "transcript": false, "slides": null, "investor_documents": [], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1868275/000186827526000116/0001868275-26-000116-index.htm" }, { "ticker": "VST", "name": "Vistra", "sector": "Utilities", "quarter": "Q3 2026", "key": "2026-q3", "filed": "2026-11-06", "period_end": "2026-09-30", "url": "https://earnings.opennash.com/companies/vst/2026-q3/", "markdown": "https://earnings.opennash.com/companies/vst/2026-q3/index.md", "headline": "Vistra reported third quarter 2026 Net Income of $1,140 million and Ongoing Operations Adjusted EBITDA of $2,378 million, with more than 50% growth in Ongoing Operations Adjusted EBITDA compared to third quarter 2025.", "metrics": [ { "id": "revenue", "label": "Operating revenues (Q3)", "value": "$6,347", "change": "up from $4,971 in the third quarter of 2025", "basis": "GAAP" }, { "id": "net_income", "label": "Net income (Q3)", "value": "$1,140 million", "change": "up from $652 million in the third quarter of 2025", "basis": "GAAP" }, { "id": "operating_income", "label": "Operating income (Q3)", "value": "1,706", "change": "up from 1,037 in the third quarter of 2025", "basis": "GAAP" }, { "id": "other", "label": "Ongoing Operations Adjusted EBITDA (Q3)", "value": "$2,378 million", "change": "more than 50% growth compared to third quarter 2025", "basis": "non-GAAP" }, { "id": "operating_cash_flow", "label": "Cash provided by operating activities (nine months)", "value": "4,330", "change": "up from 2,638 in the first nine months of 2025", "basis": "GAAP" } ], "outlook": [ { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$7.1 billion to $7.5 billion", "low": 7100000000, "high": 7500000000, "unit": "USD" }, { "kind": "other", "horizon": "full_year", "period": "2026", "value": "$4.3 billion to $4.7 billion", "low": 4300000000, "high": 4700000000, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "2027", "value": "$7.7 billion to $8.5 billion", "low": 7700000000, "high": 8500000000, "unit": "USD" }, { "kind": "other", "horizon": "other", "period": "2027", "value": "$4.3 billion to $5.1 billion", "low": 4300000000, "high": 5100000000, "unit": "USD" }, { "kind": "capex", "horizon": "full_year", "period": "2026", "value": "(1,711)", "low": null, "high": null, "unit": "USD" } ], "transcript": false, "slides": "https://investor.vistracorp.com/image/Q3_2026_Results_Presentation_vFINAL.pdf", "investor_documents": [ { "title": "Q3_2026_Results_Presentation_vFINAL.pdf", "kind": "slides", "url": "https://investor.vistracorp.com/image/Q3_2026_Results_Presentation_vFINAL.pdf" } ], "sec_filing": "https://www.sec.gov/Archives/edgar/data/1692819/000169281926000023/0001692819-26-000023-index.htm" } ] }