Earnings season · as they come out

The latest earnings

The strong points, the weak points and what each company expects - for the large companies, as soon as their results are out. With our verdict on every quarter.

158this season
133strong or better
23mixed
20with a video
The third-quarter 2026 season so farPast seasons
Above analysts' forecasts of the 491 large companies that reported so far
82% · average of the last 8 seasons 80%
Their own forecasts of the 82 we covered
raised 62% · held 35% · cut 2% · first season
Our verdict on the 161 quarters we covered
strong or better 83% · mixed 15% · weak 2% · first season
Coming upTue 10 Nov · CoreWeaveThu 12 Nov · Cisco, Applied Materialsand the day's other large companies, in brief

Reported Monday 9 November

Take-Two▶ Video
Second quarter of fiscal 2027 results
Smaller quarter, higher profit forecast
strong
Occidental▶ Video
Third quarter 2026 results
Cash and debt strong, trading falls back
strong
AST SpaceMobileBrief
Third quarter 2026 results
Sales triple, spending climbs
mixed
Barrick MiningBrief
Third quarter 2026 results
Profit up, costs and spending too
strong
Constellation EnergyBrief
Third quarter 2026 results
Forecast raised, debt up
very strong
KKRBrief
Third quarter 2026 results
Record fee profits, slower fundraising
mixed
NRG EnergyBrief
Third quarter 2026 results
Profit up on a big deal, cash runs thin
mixed
ORIXBrief
Results of 9 November 2026 results
Kioxia lifts profit, forecast kept
mixed
RB GlobalBrief
Third quarter 2026 results
Sales up 17%, forecast raised, cash lags
very strong
Roivant SciencesBrief
September 2026 quarter results
First drug sales arrive
strong
SkydanceBrief
Results of 9 November 2026 results
Studios and streaming up, TV down
mixed

Reported Friday 6 November

ModernaBrief
Third quarter 2026 results
Sales up 29%, forecast raised, more debt
very strong
Plains All American Pipeline, L.P.Brief
Third quarter 2026 results
Growth and a loss
mixed
PPLBrief
Third quarter 2026 results
Profit up 13%, bigger plan, more debt
strong
VistraBrief
Third quarter 2026 results
Core profit up 50%, first 2027 forecast
strong

Reported Thursday 5 November

Airbnb▶ Video
Third quarter 2026 results
Forecasts raised, but cash lags
very strong
Sony▶ Video
Second quarter of fiscal 2026 results
Forecasts raised, but a weak yen helps
very strong
Canadian Natural ResourcesBrief
Results of 5 November 2026 results
Profit up, buybacks ahead
strong
CignaBrief
Third quarter 2026 results
Forecast raised, but profit flat underneath
very strong
CloudflareBrief
Third quarter 2026 results
Sales up 39%, yearly forecast raised
very strong
ConocoPhillipsBrief
Third quarter 2026 results
Higher prices, lower output
strong
Devon EnergyBrief
Third quarter 2026 results
Sales double, profit per share slips
strong
Duke EnergyBrief
Third quarter 2026 results
Higher profit, more borrowing
strong
EOG ResourcesBrief
Third quarter 2026 results
Cash pours in as oil prices ease
strong
IMAXBrief
Third quarter 2026 results
Record sales, but a shrinking backlog
strong
IRENBrief
First quarter of fiscal 2027 results
AI cloud margins hold, debt climbs fast
strong
Monster BeverageBrief
Results of 5 November 2026 results
Sales up 17%, profit lags behind
strong
NateraBrief
Third quarter 2026 results
Sales up a third, forecast raised again
strong
Parker-HannifinBrief
First quarter of fiscal 2027 results
Outlook raised, debt piled up
very strong
Simon PropertyBrief
Third quarter 2026 results
Rents up, year forecast raised
very strong
SouthernBrief
Third quarter 2026 results
Sales up 13%, but interest costs climb
strong
Targa ResourcesBrief
Third quarter 2026 results
Forecast up, cash spent on growth
very strong
Wheaton Precious MetalsBrief
Third quarter 2026 results
Sales up 62%, debt costs up
strong

Reported Wednesday 4 November

Cenovus▶ Video
Third quarter 2026 results
Record output, softer oil prices bite
strong
McDonald's▶ Video
Third quarter 2026 results
Profit up 11%, U.S. sales slip
strong
Qualcomm▶ Video
Fourth quarter of fiscal 2026 results
Car chips soar, phone chips slump
weak
AllstateBrief
Third quarter 2026 results
Storms cut profit, still above forecasts
strong
AppLovinBrief
Third quarter 2026 results
Sales up 55%, nearly all profit as cash
strong
ARMBrief
Results of 4 November 2026 results
Sales up 27%, but cash flow slumps
strong
CencoraBrief
Fourth quarter of fiscal 2026 results
Adjusted profit up 21%, debt climbs
strong
CVS HealthBrief
Third quarter 2026 results
Insurance rebound, outlook raised
very strong
DatadogBrief
Third quarter 2026 results
Sales up 35% and a higher forecast
very strong
Emerson ElectricBrief
Fourth quarter 2026 results
Sales up 7%, orders up faster
strong
Manulife FinancialBrief
Third quarter 2026 results
Record core profit, reported dip
strong
Martin Marietta MaterialsBrief
Third quarter 2026 results
Bigger, but earning less
strong
McKessonBrief
September 2026 quarter results
Forecast raised again, debt up
very strong
MercadoLibreBrief
Third quarter 2026 results
Sales up 45%, profit squeezed
mixed
Motorola SolutionsBrief
Third quarter 2026 results
Forecast up, cash flow down
very strong
Novo Nordisk A/SBrief
Third quarter 2026 results
Forecast raised, profit dips
very strong
Permian ResourcesBrief
Third quarter 2026 results
More oil, more cash, higher spend
very strong
Uber TechnologiesBrief
Third quarter 2026 results
Profit up, short of forecasts
mixed
W.W. GraingerBrief
Third quarter 2026 results
Sales up 11%, year forecast raised
very strong

Reported Tuesday 3 November

AMD▶ Video
Third quarter 2026 results
Record sales, but where did the cash go?
strong
Arista Networks▶ Video
Third quarter 2026 results
Record growth, thinner gross margin
strong
American InternationalBrief
September 2026 quarter results
Premiums up, storms bite
strong
AmgenBrief
Third quarter 2026 results
Sales up 8%, forecast raised, cash dips
very strong
Apollo Global ManagementBrief
Third quarter 2026 results
Fees up, paper loss
strong
Astera LabsBrief
Third quarter 2026 results
Record sales, thinner gross margin
strong
BlockBrief
Third quarter 2026 results
Forecasts raised, but loan losses climb
very strong
BookingBrief
Third quarter 2026 results
Profit up, a slower end to the year ahead
strong
CoupangBrief
Third quarter 2026 results
Sales up, but a swing to a loss
strong
EatonBrief
Third quarter 2026 results
Record sales, higher forecast, heavier debt
very strong
FerrariBrief
Results of 3 November 2026 results
Forecast raised again as currency bites
very strong
FiservBrief
Third quarter 2026 results
Steady sales, thinner profit, outlook kept
mixed
Marathon PetroleumBrief
Third quarter 2026 results
Profit soars on refining margins
strong
MPLX LPBrief
Third quarter 2026 results
Payout up 12.5%, underlying growth 5%
strong
PfizerBrief
Third quarter 2026 results
Forecast raised again as Covid sales fade
very strong
Prudential FinancialBrief
Third quarter 2026 results
Above forecasts, Japan weighs
strong
ShopifyBrief
September 2026 quarter results
Sales up 32%, cash flow surges
strong
Suncor EnergyBrief
September 2026 quarter results
Refining surge, offshore exit
strong

Reported Monday 2 November

Apple▶ Video
September 2026 quarter results
IPhone and China up, costs too
strong
Diamondback EnergyBrief
Third quarter 2026 results
Profit jumps, output outlook up
very strong
EntergyBrief
Third quarter 2026 results
Profit up 35%, but debt keeps climbing
strong
Estee Lauder CompaniesBrief
First quarter of fiscal 2027 results
Profit doubles, forecast raised
very strong
FoxBrief
First quarter of fiscal 2027 results
World Cup and election ads lift sales 22%
strong
IDEXX LaboratoriesBrief
Results of 2 November 2026 results
Forecast raised, margin trimmed
very strong
Marriott InternationalBrief
Third quarter 2026 results
Fees up, forecast raised
very strong
ON SemiconductorBrief
Third quarter 2026 results
Profit outpaces sales, cash jumps
strong
Palantir TechnologiesBrief
Third quarter 2026 results
Sales up 96%, outlook raised
very strong
Realty IncomeBrief
September 2026 quarter results
Cash profit forecast up, debt rising
very strong
RokuBrief
Third quarter 2026 results
Profit soars, but TV devices lose money
strong
RyanairBrief
Second quarter 2026 results
More fliers, less profit, a fuel warning
mixed
SBA CommunicationsBrief
Third quarter 2026 results
Abroad grows, US rent slips
strong
Tower SemiconductorBrief
Third quarter 2026 results
Record profit, no spare cash
strong
Vertex PharmaceuticalsBrief
Third quarter 2026 results
Sales up 12%, profit flat
very strong
Williams CompaniesBrief
Third quarter 2026 results
Cash up, but so is the debt
strong

Reported Friday 30 October

Exxon▶ Video
Third quarter 2026 results
Profit doubles, refining leads, oil slips
strong
AbbVieBrief
Third quarter 2026 results
Forecast raised as Humira keeps falling
very strong
AstraZenecaBrief
Third quarter 2026 results
Cancer drugs lift profit, cash falls
strong
Canadian National RailwayBrief
Third quarter 2026 results
Prices up, fuel bites
strong
ChevronBrief
Third quarter 2026 results
Profit nearly triples, output slips
strong
Colgate-PalmoliveBrief
Third quarter 2026 results
Profit outlook raised, costs up
very strong
General DynamicsBrief
Third quarter 2026 results
$98.8bn of orders, cash dips
strong
Regeneron PharmaceuticalsBrief
Third quarter 2026 results
Dupixent up, eye drugs flat
strong
SanofiBrief
Third quarter 2026 results
Dupixent drives growth, vaccines slip
very strong

Reported Thursday 29 October

Amazon▶ Video
Third quarter 2026 results
Cloud booms, spending outruns cash
strong
Intel▶ Video
Third quarter 2026 results
AI chips up 78%, but a weaker Q4 ahead
strong
Bristol-Myers SquibbBrief
Third quarter 2026 results
Sales up, profit outlook cut
mixed
CaterpillarBrief
Third quarter 2026 results
Profit up 38%, but demand eases a bit
strong
Coinbase GlobalBrief
Results of 29 October 2026 results
Costs cut, trading flat
weak
Eli LillyBrief
Third quarter 2026 results
Sales up 39%, forecast raised
very strong
Gilead SciencesBrief
Third quarter 2026 results
Sales up, profit outlook down
mixed
LindeBrief
Third quarter 2026 results
Solid growth, but prices did most of the work
strong
MastercardBrief
Third quarter 2026 results
Fast profit growth, but more debt
strong
MerckBrief
Third quarter 2026 results
Sales up, profit down, forecast raised
mixed
Mondelez InternationalBrief
Third quarter 2026 results
Margins up, year still flat
strong
Republic ServicesBrief
Third quarter 2026 results
Sales up 8%, outlook raised
strong
SandiskBrief
First quarter of fiscal 2027 results
Sales up 378%, cash slower to arrive
very strong
ShellBrief
Third quarter 2026 results
Profit per share doubles, ship leases climb
strong
StarbucksBrief
Fourth quarter of fiscal 2026 results
Store sales up 7%, total dips on China
strong
StrategyBrief
Third quarter 2026 results
$19.5bn paper profit, rising dividend bill
mixed
StrykerBrief
Third quarter 2026 results
Sales up 7.7%, but short of its own plan
mixed
TotalEnergiesBrief
Third quarter 2026 results
Profit doubles, debt falls
strong

Reported Wednesday 28 October

Microsoft▶ Video
First quarter of fiscal 2027 results
Cloud soars, PCs slip
strong
Alphabet▶ Video
Third quarter 2026 results
Cloud doubles, but cash runs negative
mixed
Agnico Eagle MinesBrief
Results of 28 October 2026 results
Price lifts profit, costs climb
mixed
American Electric PowerBrief
Third quarter 2026 results
Profit up, new growth goals
strong
AmphenolBrief
Third quarter 2026 results
Sales up 65%, but interest costs climb
strong
Automatic Data ProcessingBrief
First quarter of fiscal 2027 results
Profit up, cash lags
strong
Banco Bilbao Vizcaya ArgentariaBrief
Results of 28 October 2026 results
Profit +19%, costs rise
strong
Banco SantanderBrief
Results of 28 October 2026 results
Profit up 19%, targets kept
strong
Canadian Pacific Kansas CityBrief
Third quarter 2026 results
Sales up, fuel bites
strong
EquinixBrief
Third quarter 2026 results
Record orders, raised outlook, more debt
strong
FortinetBrief
Third quarter 2026 results
Sales up 20%, forecasts raised
very strong
GE VernovaBrief
Third quarter 2026 results
Gas power soars, forecasts raised
very strong
GSKBrief
Third quarter 2026 results
Specialty sales up 15%, profit per share flat
strong
KLABrief
First quarter of fiscal 2027 results
Sales up 29%, bigger December quarter ahead
strong
Phillips 66Brief
Third quarter 2026 results
Refining nearly doubles, the rest slips
strong
ServiceNowBrief
Third quarter 2026 results
Sales up, reported profit down
strong
T-Mobile USBrief
Third quarter 2026 results
Profit outlook up, more customers leave
strong
UBSBrief
Third quarter 2026 results
Savings ahead of plan, profit short of forecasts
mixed

Reported Tuesday 27 October

Seagate▶ Video
First quarter of fiscal 2027 results
Sales up 61%, profit more than tripled
very strong
Visa▶ Video
Fourth quarter 2026 results
Sales up 13%, but bigger payments to banks
strong
Baker HughesBrief
Third quarter 2026 results
Record orders, but heavy new debt
strong
BoeingBrief
Third quarter 2026 results
Cash and record orders, but still a loss
mixed
Coca-ColaBrief
Third quarter 2026 results
Forecasts raised, North America flat
very strong
CorningBrief
Third quarter 2026 results
Profit per share up 36%, solar lags
strong
Freeport-McMoRanBrief
Third quarter 2026 results
Price lifts profit, volumes fall
strong
HCA HealthcareBrief
Third quarter 2026 results
Uninsured bite, upbeat on the year
strong
HSBCBrief
Results of 27 October 2026 results
Underlying profit up 10%, but softer than Q2
strong
Johnson Controls InternationalBrief
Fourth quarter 2026 results
Orders up 44%
strong
NXP SemiconductorsBrief
Third quarter 2026 results
Sales up 19%, profit up faster
strong
ONEOKBrief
Third quarter 2026 results
Forecast raised, operating profit flat
strong
Robinhood MarketsBrief
Third quarter 2026 results
Record sales, thinner profit
mixed
S&P GlobalBrief
Third quarter 2026 results
Forecast raised, but growth slows
strong
TeradyneBrief
Third quarter 2026 results
Sales up 70%, but a softer fourth quarter
strong
VentasBrief
September 2026 quarter results
Senior housing lifts sales, profit slips
strong
Waste ManagementBrief
Third quarter 2026 results
Cash strong, profit a bit short
strong

Reported Monday 26 October

Cadence Design SystemsBrief
Third quarter 2026 results
Sales up 22%, margins slip
strong
CelesticaBrief
Third quarter 2026 results
$40bn 2027 forecast, cash outlook cut
very strong
Cincinnati FinancialBrief
Third quarter 2026 results
Steady core, storms bite
mixed
Hartford InsuranceBrief
Third quarter 2026 results
Storms dent profit, payouts rise
mixed
NucorBrief
Third quarter 2026 results
Profit doubles on prices, volumes slip
strong
WelltowerBrief
Third quarter 2026 results
Fuller homes, higher forecast, more shares
very strong

Reported Thursday 22 October

Western DigitalBrief
First quarter 2027 results
Sales up 55%, cash lags a little
very strong

Reported Wednesday 21 October

Meta▶ Video
Third quarter 2026 results
Ads up 26%, profit hit by legal charge
mixed
Lam Research▶ Video
September 2026 quarter results
Sales up 54%, services flat
strong

Reported Tuesday 20 October

Netflix▶ Video
Third quarter 2026 results
Profit jumps, sales growth slows
strong
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