Quarterly results, guidance revisions and the gap between expectations and delivery.
96 report(s) in the archive
The Norwegian floating oil producer trimmed its outlook even as second-quarter EBITDA rose, after its BW Opal project ran into delays.
BW Offshore shares fell 11% after the company cut guidance due to a delay in its BW Opal project, despite reporting higher quarterly EBITDA.
Kogan hit $1 billion in sales and still dropped 15%; Bendigo, Navigator and Aussie Broadband posted growth and fell anyway.
Kogan.com crossed $1 billion in annual sales for FY26 and its stock fell 15% the same day, the sharpest example of an Australian earnings season where record headline numbers are being punished rather than rewarded.
With Nvidia due to report and Jackson Hole on the calendar, rates and mega-cap tech risk are both back in focus for a market that has ridden the chip maker's results before.
Nvidia reports earnings Wednesday in what MarketWatch calls a test for a broad universe of companies tied to the AI theme, with bond yields also back in focus ahead of Jackson Hole.
Citi says the chipmaker's stock should rise after results, while another Wall Street voice warns it could fall even on a beat.
Citi expects Nvidia shares to trade higher after its upcoming earnings report, while a competing analysis argues the stock could drop even if the company beats estimates, because expectations have become too demanding.
A strong quarterly report was not enough to stop investors from selling, the Motley Fool notes, pointing to a gap between results and expectations.
Keysight Technologies posted what the Motley Fool called a great quarter, but its shares fell this week anyway.
Ross posted 10% comparable sales growth versus TJX's 4%, but investors sent the two off-price retailers' stocks in opposite directions after earnings a day apart.
Ross Stores grew comparable sales 10% in the quarter reported, more than double TJX's 4%, yet only one of the two stocks rose on the news.
Cloud giants are now outspending their own cloud revenue on data-center buildout just as Wall Street awaits Nvidia's next earnings report.
Major cloud companies are spending 102% of their cloud revenue on capital expenditures for AI infrastructure, a level flagged as unusual ahead of Nvidia's upcoming earnings.
Analysts are split on whether Nvidia's valuation is stretched or still cheap heading into its report.
Wall Street commentary ahead of Nvidia's upcoming earnings report is divided between arguments the stock is undervalued and warnings that the real test comes only after results land.
The swing shows how directly the company's earnings now move with Bitcoin's price after its aggressive treasury strategy.
Strategy reported a swing from a $13 billion Bitcoin-related loss to a $1.4 billion profit as Bitcoin's price rallied.
A 75% jump in capital spending overshadowed 45% growth in Alibaba's cloud unit, while rival Baidu edged higher on the same day.
Alibaba stock fell 7% after investors judged a 75% surge in capital expenditure too steep a price for 45% cloud revenue growth.
The apparel retailer's second-quarter results topped Wall Street forecasts on both the top and bottom line, sending shares higher in the latest session.
Buckle stock rose 5% after the company beat second-quarter revenue and earnings estimates.
Alibaba's quarterly earnings came in ¥2.20 below estimates even as revenue topped forecasts; NetEase shares fell on a profit shortfall
Alibaba missed profit estimates by ¥2.20 per share while beating on revenue, and NetEase shares slid after its own profit miss, leaving the sector's quarter mixed rather than uniformly weak.
Fortescue, Emeco, Cleanaway and Finbar all reported, and the market paid for buybacks and margins rather than top-line expansion.
Across a heavy day of Australian full-year results, the companies that lifted margins or returned cash fared better than those reporting revenue growth alone.
Universal Store and Super Retail shares jumped on strong second-half sales while IDP Education, Sonic Healthcare and IPH fell on their own numbers.
The 19 and 20 August batch of Australian full-year results split cleanly: discretionary retailers were rewarded for sales growth, while companies exposed to student visas, pathology volumes and patent filings were sold despite headline growth.
Stantec's record $9.2 billion backlog, EquipmentShare's 26% revenue growth and BBB Foods' 39% top-line expansion contrast sharply with Comscore's 11.3% revenue decline and Wolfspeed's restructuring, exposing a widening quality divide.
A heavy transcript session revealed a sharply two-tiered market: capital-project and value-retail names delivered record results, while advertising measurement, legacy semiconductors and small-cap software struggled with structural demand erosion.
A cool New York listing and a negative reaction to broadly constructive defence-electronics results underline a market rewarding cash generation over narrative in the closing weeks of the quarter
Lyntris closed its New York debut valued at $1.8 billion after shares fell from their offer level, a discouraging signal for the primary calendar. Separately, Mercury Systems declined sharply even though its earnings report contained several positive elements, with investors focused on forward-looking concerns rather than the reported quarter.
FLSmidth raises full-year guidance on strong Q2 while Nordic small-caps deliver mixed prints; Africa's critical minerals emerge as the structural story beneath the tape
European shares closed largely unchanged as gains in mining and industrials neutralized renewed geopolitical anxiety around the Middle East. FLSmidth jumped after lifting full-year guidance, while a heavy Nordic earnings slate produced divergent outcomes — Elmera profit up 30%, Xplora margins expanding, Vow and Leroy Seafood under pressure.
Breville, Wagners and Mount Logan post expansion while IZEA revenue collapses 36% — a reporting cycle defined by cost discipline rather than top-line growth
A dense batch of results spanning Australian consumer hardware, construction materials, specialty finance, packaged food and digital media reveals a common theme: earnings are being manufactured through pricing, mix and portfolio reshaping, not volume. Companies without pricing power are being punished.
The fintech posted profitability and revenue growth while guiding down transaction volumes, then disclosed CFO and CMO transitions for early 2027 — a governance reshuffle that lands against wider banking-sector leadership and tax turbulence.
Klarna reported a second-quarter profit with revenue growth but cut its volume guidance, an earnings-quality mix that rewards margin discipline over expansion. Simultaneous CFO and CMO succession plans, Barclays' appointment of investment bank co-CEOs, and JPMorgan's warning to the UK chancellor over bank taxes point to a financial sector in structural transition.
Mowi's record harvest and 23% profit growth contrast with Multiconsult's margin-led beat on flat organic revenue and sharp single-stock punishments across MedTech and industrials.
Q2 2026 European results reveal a widening dispersion between volume-driven earnings growth and companies relying on cost discipline, with the market rewarding structural demand and penalizing stalled top-lines.