StockCliff

Earnings Analysis

AI-powered breakdowns of S&P 500 quarterly earnings. Revenue, EPS, guidance changes, and management commentary from SEC 8-K filings.

389 articles

REGNEarningspositive

Regeneron Posts 19% Revenue Jump to $3.6B as Dupixent Powers Growth

REGN delivered Q1 2026 revenue of $3.6B (+19% YoY) with Dupixent global sales soaring 33% to $4.9B, though GAAP EPS fell 7% to $6.75.

4 min read
REGEarningspositive

Regency Centers Beats Q1 Estimates with $1.16 Core Earnings, Affirms 2026 Guidance

Shopping center REIT reports $1.16 core operating earnings per share, beating estimates by $0.04, driven by 4.4% same-property NOI growth and strong leasing activity.

4 min read
QCOMEarningsneutral

Qualcomm Posts $2.65 EPS as Auto Revenue Jumps 38%, China Handsets Hit Bottom

QCOM delivered Q2 non-GAAP EPS of $2.65 on $10.6B revenue, with record automotive sales offsetting handset weakness. Management sees China recovery ahead.

3 min read
PSXEarningsnegative

Phillips 66 Q1 Earnings Miss Street as Oil Price Swings Drive $839M Loss

Phillips 66 reported Q1 adjusted earnings of $0.49 per share, missing estimates, as mark-to-market losses from commodity hedges overshadowed strong 95% refinery utilization.

3 min read
ODFLEarningsneutral

Old Dominion Q1 Earnings Fall 4.2% to $1.14 Per Share as Revenue Declines

Old Dominion reported Q1 2026 EPS of $1.14, down from $1.19 a year ago, as revenue fell 2.9% despite improving demand trends late in the quarter.

3 min read
MAAEarningsneutral

MAA Reports Q1 Core FFO of $2.13, Beats Expectations Despite Revenue Pressure

Mid-America Apartment Communities delivered Q1 2026 Core FFO of $2.13 per share, exceeding expectations through expense management despite same-store NOI declining 1.3% year-over-year.

4 min read
MSFTEarningspositive

Microsoft Beats Q3 Estimates as AI Revenue Soars 123% to $37 Billion Run Rate

Microsoft delivered strong Q3 results with EPS of $4.27 beating estimates, while Azure grew 40% and the company's AI business more than doubled year-over-year.

3 min read
MGMEarningsneutral

MGM Posts Record Q1 Revenue at $4.5B, But EPS Falls 6% to $0.48

MGM Resorts reported record quarterly revenue driven by China and digital growth, though adjusted earnings missed at $0.49 per share amid margin pressures.

3 min read
LIIEarningsnegative

Lennox Misses Q1 Earnings Despite 6% Revenue Growth, Maintains Full-Year Guidance

Lennox International reported Q1 2026 EPS of $3.35, missing estimates as margins compressed despite 6% revenue growth to $1.14B. Management maintained FY26 guidance of $23.50-$25.00.

3 min read
KLACEarningspositive

KLA Posts $9.40 EPS, Beats Estimates as AI Momentum Drives Record Margins

KLA Corporation exceeded Q3 expectations with $9.40 non-GAAP EPS versus $9.12 GAAP, while revenue hit $3.42B and the board approved a $7B buyback.

4 min read
INVHEarningsneutral

Invitation Homes Reports Mixed Q1 Results as Core FFO Holds Steady at $0.48

INVH delivered flat Core FFO of $0.48 per share while maintaining 2026 guidance, though occupancy declined to 96.3% and new lease growth turned negative before recovering in April.

3 min read
IEXEarningspositive

IDEX Beats Q1 Earnings With $2.00 Adjusted EPS, Raises Full-Year Guidance

IDEX Corporation reported Q1 2026 adjusted EPS of $2.00, up 14% YoY, driven by AI data center demand. Revenue grew 9% to $887M with record orders of $988M.

4 min read
GDEarningspositive

General Dynamics Beats Q1 Earnings with $4.10 EPS, Revenue Jumps 10.3%

Defense contractor General Dynamics reported Q1 2026 EPS of $4.10, up 12% YoY, with revenue rising 10.3% to $13.5B and exceptional cash flow generation at 192% of net earnings.

3 min read
GNRCEarningspositive

Generac Crushes Q1 Earnings with 43% EPS Beat as Data Center Sales Surge 28%

Generac reported Q1 2026 EPS of $1.80 vs $1.26 prior year, driven by 28% C&I segment growth from data center demand. Company raises full-year guidance citing hyperscale customer momentum.

3 min read
GEHCEarningsnegative

GE HealthCare Misses Q1 Earnings on Supply Chain Issues, Cuts Full-Year Profit Outlook

GEHC reported Q1 EPS of $0.85 vs $0.99 adjusted, missing expectations due to supplier issues and inflation headwinds, while maintaining revenue guidance on strong demand.

3 min read
FEarningspositive

Ford Posts $0.63 EPS on $43.3B Revenue, Raises Full-Year Guidance

Ford Motor Company beat Q1 expectations with $0.63 diluted EPS and $43.3 billion revenue, boosted by a $1.3 billion tariff benefit and strong truck sales.

3 min read
EGEarningspositive

Everest Group Soars with $16.21 EPS, Triple Prior Year's Q1 Performance

Everest Group reports Q1 2026 EPS of $16.21 vs $4.90 year-ago, driven by lower catastrophe losses and strong investment income despite 18% premium decline.

3 min read
EQIXEarningspositive

Equinix Beats Q1 Estimates with 20% EPS Jump, Raises Full-Year Outlook

Data center giant Equinix reported Q1 2026 EPS of $4.20, up 20% YoY, while revenue grew 10% to $2.44B. Management raised full-year guidance citing AI demand strength.

3 min read
ETREarningspositive

Entergy Beats Q1 Earnings Despite Weather Headwinds, Affirms 2026 Guidance

Entergy reported Q1 2026 adjusted EPS of $0.86, up from $0.82 year-over-year, while securing major hyperscale deals and maintaining full-year guidance of $4.25-$4.45 per share.

4 min read
EMEEarningspositive

Emcor Crushes Q1 Earnings with 30% EPS Surge on Record $4.63B Revenue

Emcor reported Q1 2026 EPS of $6.84, up 30% YoY, beating expectations with record revenue of $4.63B and raising full-year guidance amid strong construction demand.

3 min read
CTSHEarningspositive

Cognizant Beats Q1 Estimates as EPS Jumps 14%, Books 7 Large Deals

Cognizant delivered Q1 2026 EPS of $1.40 (adjusted) vs $1.39 GAAP, up 14% YoY, with revenue growing 5.8% to $5.41B driven by Financial Services strength and 21% bookings growth.

4 min read
CMGEarningsnegative

Chipotle Q1 Earnings Miss: EPS Falls 18% to $0.23 Despite Revenue Growth

Chipotle reported Q1 2026 EPS of $0.23, missing estimates, as margin pressures from wage inflation and food costs offset a 7.4% revenue increase to $3.1 billion.

4 min read
CVNAEarningspositive

Carvana Posts $1.69 EPS as Units Surge 40%, but Margins Compress

Carvana delivered record Q1 2026 results with 187,393 units sold and $405M net income, though profitability margins declined from prior year levels.

3 min read
CHRWEarningspositive

C.H. Robinson Posts 15% Jump in Adjusted EPS Despite Rising Freight Costs

CHRW delivered $1.35 adjusted EPS vs $1.17 prior year, with NAST margins holding steady at 14.6% despite significant truckload spot market cost increases.

3 min read
BGEarningspositive

Bunge Beats Q1 Earnings Estimates Despite 76% Drop in GAAP EPS, Raises Full-Year Outlook

Bunge reported adjusted EPS of $1.83 vs $1.81 expected, while GAAP EPS fell to $0.35 from $1.48. Company raised 2026 guidance to $9.00-$9.50.

4 min read
BIIBEarningspositive

Biogen Beats Q1 Earnings Estimates as Growth Products Surge 12%

Biogen reported Q1 2026 Non-GAAP EPS of $3.57, beating estimates, with growth products delivering 12% year-over-year growth despite declining MS revenue.

3 min read
ADPEarningspositive

ADP Beats Q3 Estimates with $3.38 EPS, Raises Full-Year Guidance

ADP reported Q3 2026 EPS of $3.38, up 10% YoY, with revenue growing 7% to $5.9B. Management raised full-year guidance citing strong execution and AI investments.

4 min read
APHEarningspositive

Amphenol Crushes Q1 Earnings with 68% Adjusted EPS Surge on AI Data Center Boom

Amphenol reported Q1 2026 adjusted EPS of $1.06, up 68% YoY, driven by exceptional IT datacom growth and the CommScope acquisition, with strong Q2 guidance.

4 min read
AWKEarningsneutral

American Water Works Misses Q1 Estimates Despite Revenue Growth, Affirms Full-Year Outlook

AWK reported Q1 2026 adjusted EPS of $1.01, missing estimates slightly, while revenue grew on rate increases. Management affirmed 2026 guidance of $6.02-$6.12 per share.

4 min read
GOOGLEarningspositive

Alphabet Crushes Q1 with $5.11 EPS, Cloud Revenue Soars 63%

Alphabet reported Q1 2026 EPS of $5.11, up 82% YoY, with Google Cloud revenue surging 63% to $20B as AI investments drive strong growth across all segments.

3 min read