Today's Earnings Calls Pulse
Academy Sports reports $1.7B sales, modest profit amid gas price headwinds
The retailer posted Q1 net sales of $1.7 billion, up 2.5% YoY, while comparable sales fell 1.6%. Gross margin rose to 33.6% and net income hit $133.7 million ($1.98 EPS). Management highlighted 24 new store openings, expanded RFID and a 13.6% e‑commerce boost driven by AI.
Costco's Q3 2026 Earnings Call Unveils Checkout Speed Overhaul
Costco's third‑quarter 2026 earnings call revealed a suite of checkout‑speed technologies, including a mobile wallet, digital membership card and an international shopping‑cart pre‑scan tool. The retailer also reported $1.37 billion in membership fee revenue and a 92.2% renewal rate, underscoring the importance of member experience.
AutoZone Shares Plunge 10% After Q3 Sales Miss and Margin Warning
AutoZone reported $4.84 billion in Q3 revenue, up 8.4%, but missed sales expectations by $20 million and saw gross margin dip to 52.2%. CEO Philip Daniele blamed unseasonably cool weather, while CFO Jamere Jackson warned of a $30 million LIFO charge in Q4,...
Dell Raises FY27 Revenue Forecast by $27 B as AI Server Demand Outstrips Supply
Dell Technologies posted record Q1 results, repurchased 11 million shares at $147 each and lifted its FY27 revenue outlook by $27 billion. The company cited explosive AI server demand and component shortages, a mix that is reshaping trader sentiment and market liquidity.
Snowflake Posts Blowout Quarter and Seals $6 B AWS Deal, CFO‑Driven Capital Strategy in Spotlight
Snowflake delivered a record first‑quarter with product revenue of $1.33 billion, up 34% YoY, and announced a five‑year $6 billion agreement with Amazon Web Services. CFO Brian Robins emphasized a disciplined capital return plan and a modest margin headwind from recent acquisitions.
Autodesk CFO Janesh Moorjani Highlights 18% Revenue Rise and $3.6B MaintenX Deal
Autodesk reported $1.98 billion in Q1 revenue, an 18% jump, and announced a $3.6 billion cash purchase of maintenance‑software firm MaintenX. CFO Janesh Moorjani said the deal will be absorbed within existing margin targets while the company lifted its full‑year revenue, billings...
Salesforce Posts $11.13B Q1 2027 Revenue, Boosts Margins and Launches $25B Share Repurchase
Salesforce announced Q1 2027 revenue of $11.13 billion, up 13% year over year, and a record non‑GAAP operating margin of 34.8%. The company also launched a $25 billion accelerated share repurchase, cutting its diluted share count by 10% and raising its fiscal‑2027...
Dollar Tree Shares Jump 16% on Q1 Earnings Beat and DoorDash Delivery Deal
Dollar Tree Inc. saw its shares climb 16.14% to $111.34 after posting a first‑quarter net income of $347.3 million, EPS of $1.76 and revenue of $4.98 billion—both up year‑over‑year. The earnings beat was complemented by a new on‑demand delivery partnership with DoorDash,...
Marvell Beats Estimates, Barclays Lifts Target to $275 on Record Q1 Revenue
Marvell Technology reported record Q1 FY2027 revenue of $2.42 billion, beating estimates and prompting Barclays to lift its price target from $150 to $275, an 83% increase. The boost reflects strong data‑center growth and aggressive guidance for FY2027‑2028.
Kohl’s CFO Jill Timm Flags Sephora Partnership Miss as Q1 Sales Slip
Kohl’s CFO Jill Timm told investors the Sephora “store‑within‑a‑store” underperformed, delivering only low‑single‑digit growth and contributing to a 1.7% decline in net sales for Q1 2026. The miss forces the retailer to rethink budgeting, inventory and future capital spending while...
Costco Beats Q3 2026 Estimates, Shares Jump on Record Gas Sales
Costco Wholesale reported fiscal Q3 2026 revenue of $70.52 billion, up 11.5% year‑over‑year, and net income of $2.19 billion, a 15% rise. Record gasoline volumes and a surge in membership fees lifted the stock, underscoring the strategic weight of fuel sales for...
The Gap, Inc. (GAP) Q1 2026 Earnings Call Transcript
The Gap, Inc. reported first‑quarter fiscal 2026 revenue of $3.50 billion, up 0.98% year‑over‑year but falling short of analysts’ forecasts by $27.45 million. Earnings per share came in at $0.38, matching consensus expectations. Management highlighted a modest rebound in North American sales...
Sunlands Reports 9.6% Revenue Drop as Degree Program Demand Softens
Sunlands Technology Group posted Q1 net revenue of RMB 440.7 million ($62 million), a 9.6% year‑over‑year decline driven by softer demand for degree‑ and diploma‑oriented programs. The company flagged a cautious Q2 outlook of RMB 410‑430 million, while emphasizing AI integration and a...
PDD Holdings Q1 2026 Revenue Rises 11% but Net Income Falls 15%, Shares Slide Over 10%
PDD Holdings reported first‑quarter 2026 revenue of 106.2 billion RMB ($15.6 billion), up 11% YoY, while non‑GAAP net income fell 15% to 14 billion RMB ($2.1 billion). The earnings miss sent the ADS down more than 10% to a fresh 52‑week low, underscoring investor concerns about...
Braze Q1 2027 Revenue Jumps 30% to $211 M, Beats Estimates
Braze reported first‑quarter 2027 revenue of $211 million, a 30% year‑over‑year increase that topped analyst forecasts. The company also posted record free cash flow of $27 million, raised its full‑year revenue outlook and highlighted rapid adoption of its AI‑enabled engagement tools.
Bath & Body Works Reaffirms 2026 Outlook, Names Tom Javitch Interim CFO as Shares Surge 17%
Bath & Body Works (BBWI) reaffirmed its fiscal 2026 guidance—net sales down 4.5%‑2.5% and EPS $3.00‑$3.25—while naming Tom Javitch interim CFO. The retailer’s Q1 results beat expectations, sending the stock up 16.9% to $20.72.
Dick's Sporting Goods Beats Q1 2026 Estimates, Raises Full-Year Sales Guidance
Dick's Sporting Goods reported $5.16 billion in first‑quarter net sales, a 62.7% jump driven by the Foot Locker acquisition, and GAAP earnings per share of $3.54. The retailer lifted the low end of its 2026 comparable‑sales guidance for both the DICK'S...
Phreesia Posts 13% Revenue Rise in Q1 2027, Payment Solutions Up 40%
Phreesia (PHR) announced Q1 2027 revenue of $130.9 million, a 13% year‑over‑year increase, driven by a 40% surge in its Payment Solutions segment. The health‑tech firm also posted adjusted EBITDA of $30.5 million and maintained its full‑year guidance despite mixed signals from...
Ituran Posts 19% Revenue Jump to $102.7M, Beats $100M Milestone
Ituran (ITRN) posted $102.7 million in Q1 2026 revenue, a 19% year‑over‑year increase that pushed the company past the $100 million quarterly threshold for the first time. The surge was powered by strong subscription growth, an expanded Stellantis OEM partnership, and favorable...
Asana Inc (ASAN) Q1 2027 Earnings Call Transcript
Asana reported Q4 FY 2026 revenue of $205.6 million, up 9 percent YoY, and lifted its non‑GAAP operating margin to 9 percent, generating $18.2 million of operating income. Adjusted free cash flow rose to $25.7 million (13 percent margin) while the company completed a $58 million share repurchase...
Sono-Tek Corp (SOTK) Q4 2026 Earnings Call Transcript
Sono‑Tek Corp reported Q2 FY2026 revenue of $5.16 million, a modest sequential increase and the sixth straight quarter above $5 million. The medical device segment surged 150% year‑over‑year to $1 million, while U.S./Canada sales slipped 22% but were more than offset by 153%...
Chagee Holdings Ltd (CHA) Q1 2026 Earnings Call Transcript
Chime Holdings reported record Q1 2026 results, adding 700,000 net new active members to reach 10.2 million and delivering 25% revenue growth that topped the high end of guidance. Adjusted EBITDA margin expanded to 18% and the company posted its first...
Banco BBVA Argentina S.A. (BBAR) Q1 2026 Earnings Call Transcript
BBVA Argentina reported first‑quarter 2026 revenue of $744.18 million, a 33.3% year‑over‑year increase that topped forecasts by $33 million. Earnings per share came in at $0.27, falling short of consensus by $0.08. Management highlighted the bank’s resilient business model despite Argentina’s high‑inflation...
Watch Our Earnings Recap: Winners & Losers From NVIDIA, Walmart, Home Depot, Ross Stores, Target, and More
New Construct’s earnings watch party dissected the latest results of NVIDIA, Walmart, Home Depot, Target, Ross Stores, TJX, Analog Devices, Deere and Lowe’s. The discussion centered on how much future profit growth is priced into each stock, the resilience of...
Semtech Posts 16% YoY Revenue Rise and Boosts Q2 Outlook on Data Center Surge
Semtech (SMTC) posted $291 million in Q1 2027 revenue, a 16% year‑over‑year increase, driven by record data‑center and LoRa sales. The company raised its Q2 revenue guidance to $328 million and signaled capacity expansion to meet accelerating demand.
Salesforce’s AI‑First Bet Faces Crucial Test in Q1 FY2027 Earnings
Salesforce (CRM) will release its fiscal first‑quarter 2027 earnings on May 27, putting its Agentforce AI platform under the microscope. Analysts expect $11.05 B in revenue and $3.12 EPS, while the company’s guidance targets $45.8‑$46.2 B full‑year revenue and a 34.3% non‑GAAP...
Home Depot Beats Q1 Estimates, Reinforces Defensive Retail Appeal
Home Depot posted first‑quarter revenue up 4.8% year‑over‑year and earnings per share that fell 4.3% but still beat analysts' forecasts. The results, highlighted by higher average ticket sizes and modest comparable‑sales growth, reaffirm the retailer's defensive positioning as housing‑related spending...
Walmart to Use Expected $35B Tariff Refunds for Price Cuts Amid Fuel Cost Pressures
Walmart announced that anticipated tariff refunds, part of the $35.46 billion processed by U.S. Customs, will be earmarked for price reductions as fuel costs squeeze consumers. The move comes as the retailer posted $177.8 billion in first‑quarter revenue, up 7.3% YoY, and...
Agora API Posts $37.7M Q1 Revenue, Doubles Net Income and Accelerates Share Repurchase
Agora (NASDAQ: API) posted Q1 2026 revenue of $37.7 million, a 13.5% year‑over‑year rise, and GAAP net income of $1.1 million, more than double the prior year. The company also announced a $156.2 million share‑repurchase, covering 78.1% of its $200 million program, and guided...
Mediwound Ltd (MDWD) Q1 2026 Earnings Call Transcript
MedWound reported Q1 2026 revenue of $1.9 million, a sharp decline from $5.8 million a year earlier, driven primarily by a U.S. government shutdown that delayed contract awards. R&D spending jumped to $4.5 million as the company advanced the Phase III VALUE trial for...
Manchester United PLC (MANU) Q3 2026 Earnings Call Transcript
Manchester United reported a sharp decline in Q3 2020 financial performance as COVID‑19 forced match postponements, stadium closures, and reduced broadcast fees. Revenue fell to £123.7 million, down £28.4 million year‑on‑year, and adjusted EBITDA dropped to £27.9 million, a £13.3 million decrease. The club...
Dycom Industries Inc (DY) Q1 2027 Earnings Call Transcript
Dycom Industries reported record fiscal 2026 results, highlighted by $1.46 billion Q4 revenue (34.4% YoY) and a full‑year revenue high of $5.55 billion. The company completed the Power Solutions acquisition, launching a Building Systems segment that contributed $95.8 million in Q4 revenue. Management...
Agilent Technologies Inc (A) Q2 2026 Earnings Call Transcript
Agilent Technologies reported 4.4% core revenue growth to $1.8 billion and non‑GAAP EPS of $1.36, meeting internal expectations despite a $10 million hit from a U.S. winter storm. Operating margin held at 24.6% after a 50‑basis‑point decline, reflecting tariff costs and performance‑based...
Nutanix Inc (NTNX) Q3 2026 Earnings Call Transcript
Nutanix reported Q1 FY2026 revenue of $671 million, a 13% year‑over‑year increase that fell within its guided range, while ARR rose 18% to $2.284 billion and NRR held steady at 109%. The company lowered its full‑year revenue outlook to $2.82‑$2.86 billion, citing greater...
HEICO Corp (HEI) Q2 2026 Earnings Call Transcript
HEICO Corp reported record Q2 2026 results, with consolidated net sales climbing 15% to a new high and operating income up 19%. Both the Flight Support Group and Electronic Technologies Group delivered double‑digit organic growth, bolstered by acquisitions including Rosen...
Copart Q3 2026 Revenue Rises 2.1% to $1.24 B, Profit Gains on Higher ASPs
Copart reported third‑quarter 2026 revenue of $1.24 billion, up 2.1% year‑over‑year, as average selling prices rose 4.6% globally. Profit margins improved on the back of stronger international performance and a $1.6 billion share‑repurchase program.
Modine Spins Off $1B Performance Technologies Unit as Climate Solutions Revenue Jumps 51% in Q3
Modine (MOD) disclosed a $1 billion divestiture of its Performance Technologies segment, receiving $210 million in cash and a 40% equity stake in the new Gentherm‑combined entity. The same quarter saw Climate Solutions revenue climb 51% to drive a 31% rise in...
Zoom Beats Q4 2026 Guidance with $1.25B Revenue, AI Deals Drive Growth
Zoom reported fourth‑quarter 2026 revenue of $1.25 billion, topping the high end of its guidance by $12 million and delivering a 5.3% year‑over‑year increase. The earnings call highlighted AI‑powered product adoption, solid enterprise expansion, and a shareholder‑friendly capital return plan.
Freightos Ltd (CRGO) Q1 2026 Earnings Call Transcript
Freightos reported Q1 2026 revenue of $7.4 million, a 12% year‑over‑year increase, driven by 13% growth in platform revenue and 12% growth in solutions revenue. The company posted a negative adjusted EBITDA of $2.7 million for the quarter but reaffirmed...
Modine Manufacturing Co (MOD) Q4 2026 Earnings Call Transcript
Modine Manufacturing announced it will spin off its Performance Technologies segment and merge it with Gentherm, valuing the business at $1 billion and delivering $210 million in cash plus a 40% equity stake to shareholders. The Climate Solutions segment posted a 51%...
Workday CEO Warns AI Could Replace Human Labor, Cites 200% ACV Surge
Workday CEO Aneel Bhusri told investors that AI is already displacing full‑time employees in HR functions, noting that AI‑driven expansion deals are more than 50% larger and that AI ARR is nearing $500 million. The comments come as the company reports...
Lowe's Flags Consumer Spending Slowdown on Big Home‑Improvement Projects in Q1 Earnings Call
Lowe's CFO Brandon Sink told investors on the May 20 earnings call that average spend per visit rose 1.5% year‑over‑year, but transaction counts slipped 0.9%, signaling a pullback on large DIY projects. CEO Marvin Ellison linked the trend to a “K‑shape”...
Intuit Q3 Earnings Beat Triggers 18.6% Stock Drop
Intuit reported fiscal Q3 adjusted earnings of $12.80 per share on $8.56 billion in revenue, beating analyst forecasts, yet the stock slid 18.6% after market close. The decline followed a modest revenue mix shift and a forward‑looking guidance raise that fell...
Applied Materials Posts Record Q2 FY2026 Revenue, Forecasts >30% Equipment Growth Amid AI Surge
Applied Materials announced record quarterly revenue and a 54.8% gross margin for its Semiconductor Systems segment, driven by soaring AI-related semiconductor demand. The company said its equipment business will grow more than 30% this calendar year and highlighted eight‑quarter customer...
AMD Shares Surge to Record High After Q1 Earnings Beat
Advanced Micro Devices (AMD) closed May 22 at $467.51, an all‑time high, after reporting Q1 revenue that topped forecasts and a 57% jump in data‑center sales. Analysts lifted price targets, citing record server‑CPU revenue and a $10 billion Taiwan investment that underpins...
Citi Raises Boeing Target to $260, Citing Defense Surge After Q1 Earnings
Citi lifted its Boeing price target to $260, up from $256, after the company posted a 21% jump in first‑quarter defense revenue to $7.6 billion and a record $86 billion defense backlog. The analyst team argues the defense sell‑off has over‑corrected, creating...
Citi Raises Micron Target to $840, Nearly Doubling After 6% Drop
Citi analyst Atif Malik lifted Micron Technology's price target to $840 from $425, a 97.6% increase, following a 5.95% slide in the stock on May 18. The upgrade rests on a 40% Q2 DRAM price rise, Samsung’s 100% Q1 hike,...
Cencora Lifts FY26 Earnings Outlook and Adds up to $2 Bn to Share Buyback
Cencora Inc. raised the lower end of its fiscal 2026 adjusted earnings per share forecast to $17.70 and approved an extra $2 billion share repurchase program. The moves, announced after the company’s earnings call, pushed the stock 1.3% higher in after‑hours...
BJ's Wholesale Club Q1 Net Income Falls to $142.7M, Shares Slide 8%
BJ's Wholesale Club posted first‑quarter net income of $142.73 million, a decline from $149.77 million a year ago, prompting an 8% drop in its shares to $86.09. The miss sparked analyst scrutiny and raised questions about the retailer’s growth trajectory.
Ross Stores Shares Surge 8% on Record Sales and Raised Full-Year Outlook
Ross Stores (ROST) saw its shares climb roughly 8% after reporting $6 billion in first‑quarter sales, a 21% jump, and a 37% rise in earnings per share to $2.02. The company lifted its full‑year EPS forecast to $7.50‑$7.74 and highlighted robust...
Global Ship Lease Q1 2026 Earnings Call Shows Revenue Rise, Earnings Dip
Global Ship Lease (GSL) released its Q1 2026 earnings call transcript, revealing revenue grew 3.7% to $198.07 million while net income fell to $91.44 million. Management highlighted a $2.1 billion forward charter book, $655 million cash balance and a debt reduction path below $600 million...