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CNBC – Earnings

CNBC – Earnings

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Real-time reporting on large-cap earnings, market movers, and institutional flows.

Lego Keeps Beating the Toy Industry. Its Secret Weapon Is Not What You'd Expect
News•Mar 10, 2026

Lego Keeps Beating the Toy Industry. Its Secret Weapon Is Not What You'd Expect

Lego posted a 12% revenue increase to 83.5 billion Danish kroner for fiscal 2025, lifting operating profit 18% and outpacing the broader toy market’s 7% growth. The Danish maker expanded its portfolio to over 860 sets, adding themes such as botanicals, Formula One, and high‑profile licensed franchises that attracted both children and adult builders. A region‑focused supply chain, with factories in Mexico, Hungary, Vietnam and a planned U.S. site, lowered costs and enabled inventory to match local demand. Upcoming releases—including Pokémon, Lord of the Rings, and the sensor‑filled Smart Brick—signal continued innovation.

By CNBC – Earnings
German Defense Firm Renk CEO Says Iran War Could Drive 'Increasing Demand' In the Middle East
News•Mar 5, 2026

German Defense Firm Renk CEO Says Iran War Could Drive 'Increasing Demand' In the Middle East

German defence specialist Renk expects the ongoing Iran‑UAE conflict to spur regional defence spending. CEO Alexander Sagel said the war could drive demand across air, ammunition and ground systems, citing a recent prototype IFV order from a Gulf state. Renk reported...

By CNBC – Earnings
We're Boosting Our Price Target on Retail Stock TJX After Another Knockout Quarter
News•Feb 25, 2026

We're Boosting Our Price Target on Retail Stock TJX After Another Knockout Quarter

TJX Companies posted an 8.5% revenue jump to $17.7 billion and EPS of $1.58, both beating analyst forecasts. Same‑store sales rose 5% year‑over‑year, outpacing the 3.7% consensus, with all four operating segments delivering growth. The strong quarter prompted analysts to lift...

By CNBC – Earnings
Etihad Airways Profits Soar Nearly 50% as Fleet Network Expansion Support Strong Demand
News•Feb 24, 2026

Etihad Airways Profits Soar Nearly 50% as Fleet Network Expansion Support Strong Demand

Etihad Airways reported a near‑50 percent profit surge to $698 million in 2025, driven by a 21 percent rise in passenger numbers to 22.4 million and a fleet expansion to 127 aircraft. Load factors averaged 88 percent, with the airline targeting multiple days above 90 percent...

By CNBC – Earnings
Texas Roadhouse Gets a Pass From Wall Street. What's Next Might Be Out of Its Control
News•Feb 20, 2026

Texas Roadhouse Gets a Pass From Wall Street. What's Next Might Be Out of Its Control

Texas Roadhouse reported Q4 2025 revenue of $1.48 billion and EPS of $1.28, both missing Wall Street expectations. Comparable restaurant sales rose 4.2% for the quarter but accelerated to 8.2% in the first seven weeks of 2026, indicating resilient demand. The...

By CNBC – Earnings
Doordash Stock Climbs 14%, Reversing Plunge After Earnings and Revenue Miss
News•Feb 19, 2026

Doordash Stock Climbs 14%, Reversing Plunge After Earnings and Revenue Miss

DoorDash reported Q4 revenue of $3.96 billion, up 38% YoY, but earnings per share fell short at $0.48 versus the $0.59 consensus. Total orders rose 32% to 903 million, and marketplace gross order value jumped 39%. The miss triggered a 10% drop...

By CNBC – Earnings
Adyen Shares Plummet After Payments Giant Posts Weak Revenue Growth Outlook
News•Feb 12, 2026

Adyen Shares Plummet After Payments Giant Posts Weak Revenue Growth Outlook

Adyen’s shares tumbled up to 20% after the payments firm issued a 2026 net‑revenue growth outlook of 20%‑22%, falling short of analysts’ 22.8% expectation. In the second half of 2025 the company posted 17% year‑on‑year net‑revenue growth to €1.27 billion, while...

By CNBC – Earnings
Ray-Ban Maker EssilorLuxottica Says It More than Tripled Meta AI Glasses Sales in 2025
News•Feb 11, 2026

Ray-Ban Maker EssilorLuxottica Says It More than Tripled Meta AI Glasses Sales in 2025

EssilorLuxottica reported that it sold more than 7 million Meta‑powered AI glasses in 2025, more than tripling the combined 2023‑24 volume of 2 million units. The sales surge spans its flagship Ray‑Ban line and the newer Oakley smart‑glasses, driven by a $799...

By CNBC – Earnings
Shopify Stock Drops Despite Revenue Beat, $2 Billion Buyback
News•Feb 11, 2026

Shopify Stock Drops Despite Revenue Beat, $2 Billion Buyback

Shopify reported fourth‑quarter revenue of $3.67 billion, topping forecasts, but earnings per share fell short at 48 cents versus the 51‑cent consensus. The company projected first‑quarter revenue growth in the low‑30% range and a free‑cash‑flow margin in the low‑to‑mid teens, slightly below...

By CNBC – Earnings
Cloudflare Rises 5% as AI Agent Wave Led by Viral Moltbot Boosts Security Demand
News•Feb 11, 2026

Cloudflare Rises 5% as AI Agent Wave Led by Viral Moltbot Boosts Security Demand

Cloudflare’s shares jumped 5% after the company beat Q4 expectations, driven by surging demand for its edge networking and security services from AI agents like the viral Moltbot. The firm reported adjusted earnings of 28 cents per share on $615 million...

By CNBC – Earnings
French Software Maker Dassault Systèmes Plunges 18%, on Track for Worst Day Ever
News•Feb 11, 2026

French Software Maker Dassault Systèmes Plunges 18%, on Track for Worst Day Ever

Dassault Systèmes reported a 5% drop in Q4 software revenue and flat full‑year sales at €6.24 billion, missing analysts’ €6.3 billion forecast. The earnings release triggered a share plunge of up to 21%, marking the company’s worst trading day. Management highlighted an industrial‑AI...

By CNBC – Earnings