Guidance
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All Guidance coverage
Most Investors Haven't Read Scalare's Half-Year Filing. That Is the Opportunity.
The ASX small cap with 360% lodged revenue growth is still an unread PDF to most of the market. Not for long.
Oracle's Fiscal 2027 Guide Picked Up Two Words and a Nickel
June's release confirmed prior guidance of $90 billion of fiscal 2027 revenue and raised the non-GAAP EPS guide to $8.05. Thursday's first-quarter release says at least $90 billion, and non-GAAP EPS of $8.10. Both are forecasts, not results.
Kroger's identical sales guide carries a 130 basis point drag disclosed only in a footnote
The grocer reports second-quarter results before Friday's open. Every profit line in its fiscal 2026 outlook table is an adjusted measure the company says it cannot fully reconcile to GAAP, and the sales range absorbs an Inflation Reduction Act headwind flagged in small print.
ABM lifts its adjusted EPS midpoint by two and a half cents while cutting the segment margin guide
Fiscal third-quarter GAAP diluted EPS was $0.84; the adjusted figure was $1.04. The full-year adjusted range narrowed to $3.95-$4.10 from $3.85-$4.15, and the segment operating margin outlook came down to 7.7%-7.8% from 7.8%-8.0%.
Docusign Beat Its Own Quarter by $8.7 Million and Raised the Full Year by $7 Million
The fiscal 2027 revenue guide moved from $3,490-$3,502 million to $3,499-$3,507 million. At the midpoints that increase is smaller than the second-quarter revenue beat, which leaves the implied second half fractionally lower than it was in June.
Victoria's Secret Raises Its Full-Year Sales Outlook but Guides Third-Quarter Operating Income to $10 Million to $20 Million
Second-quarter net sales rose 10% and adjusted earnings beat both compilers' consensus, yet the retailer's plan to step up marketing spending left the current quarter's profit guide well below Street expectations. Shares fell sharply in premarket trading.
Two Discounters Raised Full-Year Guidance on Tariff Refunds Neither Company Adjusted Out
Dollar Tree booked a $1.31-per-share tariff refund benefit inside a $2.70 quarter, and its GAAP and adjusted EPS came in identical, meaning the refund survives both measures. Dollar General's $0.25 benefit accounts for 43.5% of the midpoint increase in its full-year guidance, and unlike Dollar Tree, whose release announces an increase only at the earnings line, it also raised its sales and same-store sales ranges.
Zscaler already told investors what fiscal 2027 looks like. Thursday is when it has to mean it
Zscaler closes its fiscal year with a report after Thursday's close, and its own May shareholder letter has already put a number on the year that follows: total ARR and revenue growth of 16 to 17 percent. That is roughly eight percentage points below the growth rate the company has guided fiscal 2026 to finish at.
Broadcom Guides Three Numbers for Wednesday Night, and Earnings Per Share Is Not One of Them. Three Previews Carry Three Different EPS Estimates.
Broadcom's outlook for the quarter it reports on September 2 consists of a revenue figure and two margin percentages. No earnings-per-share guide exists. Compiled estimates circulating this week run from $2.83 to $3.24, only one of the three previews we checked names the compilers behind its number, and none of the three says whether the figure is GAAP or non-GAAP.
Autodesk Raised Its Fiscal 2027 Revenue Guide and Cut the Floor of Its GAAP EPS Range by 18 Cents. The MaintainX Deal Sits on Only One Side of That Comparison.
The August outlook lifts revenue by $130 million to $140 million against the May guide and widens the GAAP earnings band to 83 cents, while narrowing the non-GAAP band to eight. May's numbers excluded the acquisition; August's include it.
Nvidia Guided to $108.0 Billion for Its Third Quarter and Said the Number Assumes No Data Center Compute Revenue From China
The outlook implies a 12.2% sequential step up from the $96.221 billion just reported, and it carries an explicit exclusion that also appeared in the company's previous outlook. Gross margin is guided a full point lower than the quarter that just closed.
XPeng's total gross margin rose to 20.7% while vehicle margin fell to 12.1%, and its Q3 delivery guide brackets zero growth
XPeng reported second-quarter revenue of RMB19.74 billion on Aug. 24, up 8.0% year over year and 51.5% sequentially, with total gross margin of 20.7% and vehicle margin of 12.1%. The GAAP net loss widened to RMB1.34 billion from RMB0.48 billion a year earlier; the non-GAAP net loss was RMB1.24 billion. Third-quarter guidance of 115,000 to 121,000 deliveries implies a year-over-year change of roughly minus 0.87% to plus 4.30%.
Ross Stores lifted its full-year outlook to $8.61-$8.77 a share, and told you in the same sentence that roughly $0.60 of it is a tariff refund. Back that out and the raise over the May guide is closer to half a dollar than a full one.
Ross reported diluted EPS of $2.66 for the quarter ended August 1, 2026, on sales of $6.265 billion and a 10% comparable store sales gain. Approximately $253 million of IEEPA tariff refunds sat inside that number, worth about $0.60 a share and 405 of the 610 basis points of operating margin expansion. The shares traded at $249.68 in premarket trading Friday, up 9.1%, per a Benzinga note timestamped 4:53 a.m. Eastern; Friday's regular session had not closed at the time of writing.
Lowe's Trims Full-Year 2026 Outlook to the Bottom of Every Prior Range as Comps Rise 0.2%
Lowe's now guides to $92.0 billion of full-year sales, flat comparable sales and adjusted diluted EPS of about $12.25 — in each case the low end of the range it carried into the quarter. Second quarter GAAP diluted EPS was $4.27, unchanged from a year ago.
Fabrinet Guided Revenue Up 6% and GAAP EPS Down 10%. One Tax Line in the Reconciliation Is $0.40 of It.
The optical manufacturer's August 17 release pairs a record quarter with a first-quarter outlook in which the non-GAAP and GAAP earnings lines move in opposite directions. The company's own reconciliation table names the reason.
dLocal Grew Operating Profit 15% In The First Half. The Guide It Did Not Raise Requires 38% To 48% In The Second.
dLocal raised its full-year TPV and gross profit growth targets on Thursday and left operating profit growth at the 27.5%-32.5% range it set in March. Operating profit grew 15% in each of the first two quarters. Pairing the company's own guided ranges, the second half has to deliver operating profit growth of roughly 38% to 48% — and the costs sitting between gross profit and operating profit, which rose 57% year over year in the first half, have to come in below their first-half dollar level under every combination of the two ranges.
TJX Reports Wednesday, and Its Margin Guide Points Almost Exactly at the Margin Its Own 10-Q Implies for Last August
TJX is planning a second-quarter pretax profit margin of 11.4% to 11.5%. Its own filed 10-Q for the year-ago quarter shows $1.647 billion of pretax income on $14.401 billion of sales, which divides out to 11.44% — our arithmetic, not a margin TJX published. And the fiscal 2026 base the full-year guidance is measured against contains a credit card settlement that appears as $470 million, $419 million or $221 million depending on which document you open.
Keysight Reports Tuesday, and the Quarter It Is Being Compared To Was Cut $40 Million and Credited $97 Million
Keysight's April quarter carried a $100 million IEEPA tariff-refund receivable and a $40 million refund owed back to customers. The company's own results deck puts the clean quarter at $1.758 billion of revenue and $2.58 a share — not the reported $1.717 billion and $2.87.