Earnings Dispatchhttps://earningsdispatch.comResults, reactions, and guidance — decoded Q2 Scorecard: S&P 500 Beat Rates Hit Unusual Highs as Earnings Surprise Sets a Recordhttps://earningsdispatch.com/q2-2026-earnings-scorecard-record-surprise/https://earningsdispatch.com/q2-2026-earnings-scorecard-record-surprise/Tue, 11 Aug 2026 12:00:00 GMTWith 88% of the S&P 500 reporting, companies are topping profit estimates at the highest rate in years, and the aggregate earnings surprise is the largest FactSet has ever recorded.Season Scorecard Week Ahead: CoreWeave, Cisco and Applied Materials Headline the Earnings Calendarhttps://earningsdispatch.com/earnings-week-ahead-coreweave-cisco-applied-materials/https://earningsdispatch.com/earnings-week-ahead-coreweave-cisco-applied-materials/Tue, 11 Aug 2026 12:00:00 GMTThe AI trade faces a three-part test this week as CoreWeave reports Tuesday night, followed by Cisco on Wednesday and Applied Materials on Thursday.Previews Beats Get No Mercy: AMD and SpaceX Slide Even as Indexes Set Recordshttps://earningsdispatch.com/amd-spacex-slide-earnings-beats-punished/https://earningsdispatch.com/amd-spacex-slide-earnings-beats-punished/Tue, 11 Aug 2026 12:00:00 GMTLast week's session on August 5 showed how unforgiving this earnings season has become, with AMD and SpaceX falling on solid results while Wynn and Charles River were rewarded.Reactions Insulet's Modest Guidance Trim Triggers an Outsized Selloffhttps://earningsdispatch.com/insulet-guidance-cut-selloff-omnipod/https://earningsdispatch.com/insulet-guidance-cut-selloff-omnipod/Tue, 11 Aug 2026 12:00:00 GMTThe Omnipod maker beat on every headline number, but a small cut to its full-year revenue outlook was enough to send shares sharply lower in a season with little tolerance for caution.Guidance On Holding Craters 22% as Tuesday's Tape Splits Earnings Winners From Losershttps://earningsdispatch.com/on-holding-plunge-sea-surge-august-11-session/https://earningsdispatch.com/on-holding-plunge-sea-surge-august-11-session/Tue, 11 Aug 2026 12:00:00 GMTThe Swiss running-shoe maker fell to a two-year low after trimming its sales outlook, while Sea Limited, Cardinal Health and Plug Power rallied on their own reports in an otherwise flat pre-CPI session.Reactions Cardinal Health Caps Fiscal 2026 With a 20% Earnings Beat and a $5 Billion Buybackhttps://earningsdispatch.com/cardinal-health-fq4-beat-fy27-guidance-buyback/https://earningsdispatch.com/cardinal-health-fq4-beat-fy27-guidance-buyback/Tue, 11 Aug 2026 12:00:00 GMTThe drug distributor earned $2.91 per share against a $2.42 consensus and guided fiscal 2027 profit above expectations, sending shares up about 7% even as revenue fell short.Earnings Monday.com Grows 22% and Doubles AI Revenue, but Guidance Keeps the Stock Under Pressurehttps://earningsdispatch.com/monday-com-q2-ai-arr-growth-deceleration/https://earningsdispatch.com/monday-com-q2-ai-arr-growth-deceleration/Tue, 11 Aug 2026 12:00:00 GMTThe work-management software maker posted $365 million in second-quarter revenue and rapid enterprise gains, yet a forecast for slowing growth sent shares down nearly 8% to $85.84.Earnings Simon Property Raises Full-Year FFO Guidance as Mall Metrics Stay Hothttps://earningsdispatch.com/simon-property-raises-ffo-guidance-mall-strength/https://earningsdispatch.com/simon-property-raises-ffo-guidance-mall-strength/Tue, 11 Aug 2026 12:00:00 GMTThe mall REIT lifted its 2026 funds-from-operations outlook to $13.20 to $13.30 per share on the strength of 13.9% retailer sales growth, and the market's calm response shows what a raise buys this season.Guidance Next Test for the Consumer: Home Depot and Walmart Anchor Retail Earnings Weekhttps://earningsdispatch.com/retail-earnings-preview-home-depot-walmart/https://earningsdispatch.com/retail-earnings-preview-home-depot-walmart/Tue, 11 Aug 2026 12:00:00 GMTHome Depot reports August 18 and Walmart follows August 20, giving the market its broadest read yet on household spending after a season dominated by AI infrastructure.Previews Sector Scorecard: Health Care Posts the Season's Best Beat Rates While Its Profits Shrinkhttps://earningsdispatch.com/sector-scorecard-health-care-beat-rates-energy-growth/https://earningsdispatch.com/sector-scorecard-health-care-beat-rates-energy-growth/Tue, 11 Aug 2026 12:00:00 GMTFactSet's sector-level data reveal a strange split in the Q2 tape: health care companies cleared estimates more often than any other group, yet the sector is the only one reporting an earnings decline.Season Scorecard Small Caps Are Winning the Year but Losing the Scorecard to Large Capshttps://earningsdispatch.com/small-caps-rally-earnings-fundamentals-gap-russell-2000/https://earningsdispatch.com/small-caps-rally-earnings-fundamentals-gap-russell-2000/Tue, 11 Aug 2026 12:00:00 GMTThe Russell 2000 has outpaced the S&P 500 in 2026, yet the earnings-season evidence shows small caps clearing estimates far less often than large caps, with roughly 40% of the index unprofitable.Season Scorecard Deere Preview: A Flat Quarter Ahead of a Forecast 25% Profit Reboundhttps://earningsdispatch.com/deere-fiscal-q3-preview-august-20-farm-cycle-test/https://earningsdispatch.com/deere-fiscal-q3-preview-august-20-farm-cycle-test/Tue, 11 Aug 2026 12:00:00 GMTDeere reports fiscal third-quarter results on August 20, with analysts looking for EPS of $4.85, up just 2.1%, while consensus builds in a sharp earnings recovery for fiscal 2027.Previews After the Bell: Lumentum and Super Micro Ride AI Guidance, Cava Slips on a Beathttps://earningsdispatch.com/tuesday-after-hours-lumentum-super-micro-cava-hr-block/https://earningsdispatch.com/tuesday-after-hours-lumentum-super-micro-cava-hr-block/Tue, 11 Aug 2026 12:00:00 GMTTuesday evening's prints extended the season's pattern, with outlooks driving the after-hours tape as Lumentum, Super Micro and H&R Block edged up while Cava drifted lower despite growth.Reactions The Guidance Scorecard: Two-Thirds of Q3 Outlooks Are Positive, Inverting the Historical Normhttps://earningsdispatch.com/q3-guidance-scorecard-positive-outlooks-factset-record-run/https://earningsdispatch.com/q3-guidance-scorecard-positive-outlooks-factset-record-run/Tue, 11 Aug 2026 12:00:00 GMTFactSet data show only 33% of S&P 500 companies issuing Q3 EPS guidance have guided below consensus, versus a five-year average of 58%, as corporate outlooks run unusually optimistic.Guidance CoreWeave Revenue More Than Doubles as Backlog Swells to $104 Billionhttps://earningsdispatch.com/coreweave-q2-2026-revenue-doubles-backlog-104-billion/https://earningsdispatch.com/coreweave-q2-2026-revenue-doubles-backlog-104-billion/Tue, 11 Aug 2026 12:00:00 GMTThe AI cloud provider posted Q2 revenue of $2.58 billion, up 112%, and disclosed more than $25 billion in new commitments added since the quarter closed, sending shares higher after hours.Earnings Revenue, Not Just Profit: Q2 Sales Growth Hits 15%, the Best Reading Since 2021https://earningsdispatch.com/q2-2026-revenue-growth-15-percent-highest-since-2021/https://earningsdispatch.com/q2-2026-revenue-growth-15-percent-highest-since-2021/Tue, 11 Aug 2026 12:00:00 GMTFactSet's latest tally puts blended second-quarter revenue growth at 15.0%, with energy and semiconductors doing most of the heavy lifting and all eleven sectors in positive territory.Season Scorecard Analysts Raised Third-Quarter Estimates in July, Breaking a Two-Decade Habithttps://earningsdispatch.com/analysts-raised-q3-estimates-july-breaking-20-year-pattern/https://earningsdispatch.com/analysts-raised-q3-estimates-july-breaking-20-year-pattern/Tue, 11 Aug 2026 12:00:00 GMTThe bottom-up Q3 EPS estimate rose 0.3% during July, according to FactSet, at a point in the quarter when the twenty-year norm is a 1.9% cut.Season Scorecard Plug Power Reaches Break-Even Gross Margin and Lifts Its Revenue Outlookhttps://earningsdispatch.com/plug-power-q2-2026-breakeven-gross-margin-raises-revenue-guidance/https://earningsdispatch.com/plug-power-q2-2026-breakeven-gross-margin-raises-revenue-guidance/Tue, 11 Aug 2026 12:00:00 GMTThe hydrogen company reported roughly $178 million of second-quarter revenue, wiped out a 31-point negative gross margin from a year ago and raised full-year growth guidance to 15% to 16%.Earnings Cisco Closes the AI Week Wednesday, With Options Pricing an 8% Swinghttps://earningsdispatch.com/cisco-fiscal-q4-2026-preview-options-implied-move/https://earningsdispatch.com/cisco-fiscal-q4-2026-preview-options-implied-move/Tue, 11 Aug 2026 12:00:00 GMTThe networking company reports fiscal fourth-quarter results after Wednesday's close with consensus at $1.17 per share, following a quarter in which product orders grew 35%.Previews The Selling Did Not Stop at the Print: Datadog and AppLovin Keep Slidinghttps://earningsdispatch.com/datadog-applovin-post-earnings-drift-second-leg-lower/https://earningsdispatch.com/datadog-applovin-post-earnings-drift-second-leg-lower/Tue, 11 Aug 2026 12:00:00 GMTNearly a week after their reports, both software names fell again in Tuesday's session, a reminder that this season's post-earnings damage has often extended well past the first day.Reactions