Earnings
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All Earnings coverage
Scalare Partners (ASX: SCP) Just Posted 360% Revenue Growth. Read the Filing Before the Market Does.
Lodged with the ASX on 27 February 2026. Most of the market still hasn't opened it. The investor brief has.
Adobe Lifted Its Annual Revenue and EPS Targets. It Left the ARR Growth Target Alone.
The fiscal third-quarter release raised Adobe's FY2026 revenue and earnings ranges against the targets it published in June, while the total ending ARR growth target and the non-GAAP operating margin target stayed exactly where they were. All of those figures are targets, not results.
Macy's adjusted second-quarter EPS of $0.63 includes a $0.23 net tariff refund benefit
Macy's, Inc. reported GAAP diluted earnings of $0.62 a share and adjusted diluted earnings of $0.63 for the second quarter of 2026, and said adjusted EPS was up 14% excluding the net tariff refund benefit. The company raised all four lines of its full-year outlook from the ranges it set on June 3.
GameStop's GAAP profit runs 85% above its adjusted profit, and the raised outlook tracks neither
Second-quarter net income of $298.7 million included $238.4 million of pre-tax gains the company strips out of its adjusted figures. GameStop lifted its fiscal 2026 outlook to Adjusted EBITDA above $650 million, a measure it says in the release it cannot reconcile to GAAP net income.
UNFI guides fiscal 2027 adjusted EPS growth at close to three times its adjusted EBITDA growth
Full-year GAAP diluted EPS was $1.34 against adjusted EPS of $2.65. The new outlook puts adjusted EBITDA up about 7.7% at the midpoint and adjusted EPS up about 22.6% - a gap that sits below the operating line.
Samsara's GAAP Operating Income Was $4.9 Million and Its Adjusted Operating Income Was $106.0 Million. Stock Compensation of $101.1 Million Is Almost the Whole Gap.
Fiscal second-quarter revenue of $508.4 million landed $24.4 million above the top of the range the company guided in June. GAAP earnings per share fell sequentially to $0.03 while non-GAAP earnings per share rose to $0.20.
Ciena Revenue Climbs 37% on AI Network Spending; CFO Sketches Fiscal 2027 Above $8.3 Billion
The optical networking maker posted adjusted earnings of $2.11 a share against GAAP earnings of $1.83, lifted its fiscal 2026 revenue outlook to $6.42 billion, and told analysts hyperscalers now account for roughly half its business. Premarket quotes swung from a gain to a steep loss.
Toro's GAAP Earnings Rose 50% and Its Adjusted Earnings Rose 7%: Reading a Quarter With Two Answers
The lawn and turf equipment maker posted fiscal third-quarter net sales of $1.226 billion, up 8.4%, and narrowed its full-year sales growth range upward. The distance between its two earnings presentations is the most instructive number in the release.
Medtronic grew 13.7% in a quarter that had a 53rd week in it
Medtronic reported fiscal first-quarter results before Tuesday's open, raised its full-year outlook and posted non-GAAP diluted earnings of $1.45 a share against a GAAP figure of $1.14. Buried in the release is the reason the top-line number looks the way it does: fiscal 2027 is a 53-week year, and the extra week landed in the quarter just reported.
SAIC Raised Its Full-Year Adjusted EPS Guide to $10.65-$10.75. It Earned $10.75 on That Measure Last Year.
The government-services contractor reported fiscal second-quarter results before Monday's open and lifted its fiscal 2027 outlook for the second time this year. Read the raised range against last year's actual and the ceiling is exactly flat; read it against the first half already banked and it requires a smaller second half.
Nvidia's GAAP EPS of $2.46 Came In Above Its Non-GAAP $2.22. A $7.77 Billion Equity Gain Explains the Inversion.
Nvidia posted fiscal second-quarter revenue of $96.2 billion after Wednesday's close. The rarer number is the earnings pair: GAAP earnings per share landed above the adjusted figure, not below it.
Intuit Reports Fiscal Q4 Non-GAAP EPS of $4.03 Against Its Own $3.56-$3.62 Guide, and Redefines Non-GAAP for Fiscal 2027
The quarter ended July 31 came in above every line of the guidance Intuit issued in May. Buried in the same release: effective Aug. 1, 2026, share-based compensation is no longer excluded from Intuit's non-GAAP measures, which makes the fiscal 2027 non-GAAP outlook non-comparable to the fiscal 2026 non-GAAP result printed a few paragraphs above it.
Semtech Posts Fiscal Q2 Net Sales of $341.9 Million Against a $328.0 Million Guide, With GAAP EPS of $1.59 Running Above Non-GAAP EPS of $0.71
The chipmaker cleared the top of its own revenue range by $8.9 million and guided the October quarter to $410.0 million. The rarer detail is the direction of the GAAP-to-non-GAAP gap: reported GAAP earnings per share came in more than twice the adjusted figure, the opposite of the usual arrangement.
DICK'S Reported $3.50 GAAP and $3.53 Non-GAAP. Three Cents Apart Is the Strange Part.
DICK'S Sporting Goods' second quarter carried $29.3 million of Foot Locker acquisition costs and a $38.1 million tariff refund that very nearly cancel each other out in the reconciliation. Run the same exercise over six months and the two measures swap places.
PDD Holdings' Q2 operating profit rose 8% while net income fell 12%: the whole gap sits below the operating line
PDD Holdings reported second-quarter revenue of RMB112.4 billion on Aug. 24, up 8% year over year, and operating profit of RMB27.8 billion, also up 8%. Net income attributable to ordinary shareholders nonetheless fell 12% to RMB27.2 billion, and non-GAAP net income fell 13% to RMB28.5 billion. Revenue undershot the LSEG-compiled consensus of RMB116.35 billion cited by Reuters, yet the shares rose 4.6% in New York premarket trading.
Walmart's GAAP earnings per share fell 9% in fiscal Q2 while its adjusted number rose 19%. Almost the entire divergence sits in last year's comparison base, not in this year's quarter.
Walmart reported GAAP diluted EPS of $0.80 for the quarter ended July 31, 2026, down from $0.88, and adjusted EPS of $0.81, up from $0.68. The current quarter carried a net $0.01 of adjustments; the year-ago quarter carried a net $0.20. Walmart U.S. comparable sales excluding fuel rose 2.6% against an LSEG consensus of 3.8%, and the shares closed Thursday at $103.84.
Target's Q2 EPS Doubles to $4.11, but $994 Million of Tariff Refunds Supplied $1.65 of It
Target recognized $994 million of IEEPA tariff refunds as a reduction of cost of sales in the quarter ended August 1, 2026, and says those gains added $1.65 per share to the $4.11 GAAP diluted result. Excluding the refunds, the company says GAAP and adjusted EPS still grew 20 percent.
Analog Devices Posts Fiscal Q3 Revenue of $4.02 Billion, GAAP EPS of $2.74 Against Adjusted $3.45
Revenue rose 40 percent from the year-ago quarter, with communications up 84 percent and industrial up 53 percent. The GAAP and adjusted per-share figures sit 71 cents apart; separately, the company reported $397.0 million of pre-tax adjustments to operating income, most of it acquisition-related.