Five reports land after tonight's close, and expectations sit at or above the top of every guided range we checked

by Leah Avraham · September 1, 2026

Previews Correspondent, Earnings Dispatch

Five companies are scheduled to report after Tuesday's close, according to the earnings calendar published by Kiplinger and accessed September 1: Credo Technology Group, Dell Technologies, GitLab, MongoDB and Palo Alto Networks. None of these reports has happened. What follows is a comparison of what each company last told investors to expect against what outside compilers are carrying into the print.

One methodological note first. Kiplinger's calendar lists an expected per-share figure for each company and attributes its estimate data to Refinitiv, an LSEG business, via Yahoo Finance and to S&P Global Market Intelligence via Briefing.com, without identifying which of the two supplied any individual line. Those numbers are therefore cited here as Kiplinger's published expectations rather than as a single named vendor's consensus. Where a specific compiler's own figure is available we use it and say so. An estimate is a private data business's aggregation of a self-selected panel of contributing analysts. It is not a fact about the company.

Palo Alto Networks reports its fiscal fourth quarter; its fiscal year ended July 31. In its third-quarter release dated June 2, the company guided fourth-quarter revenue to $3.345 billion to $3.355 billion, which it framed as 32 percent growth; next-generation security ARR to $8.90 billion to $8.95 billion; remaining performance obligation to $20.9 billion to $21.0 billion; and non-GAAP diluted earnings per share to $0.96 to $0.98. For the full fiscal year it guided revenue of $11.415 billion to $11.425 billion, a non-GAAP operating margin of 28.9 to 29.2 percent, non-GAAP diluted EPS of $3.77 to $3.79, and an adjusted free cash flow margin of 37.5 percent.

A Zacks-sourced preview accessed September 1 puts the Zacks Consensus Estimate for the quarter at $3.35 billion of revenue and 98 cents of non-GAAP earnings, and notes that the earnings mark "has remained unchanged at 98 cents per share over the past 30 days." Ninety-eight cents is exactly the top of Palo Alto's own guided range. The revenue figure sits in the middle of the company's band. Kiplinger's calendar carries the same 98 cents.

Palo Alto's third-quarter results are the reason the GAAP-versus-non-GAAP distinction cannot be glossed here. On $3.0 billion of revenue, up 31 percent, the company reported a GAAP operating loss of $183 million and a GAAP net loss of $177 million, or $0.22 a diluted share, against non-GAAP net income of $684 million, or $0.85 a diluted share. Every earnings line in the guidance above is a non-GAAP measure; the company published no GAAP earnings outlook.

Dell reports its fiscal second quarter. In its first-quarter release dated May 28, Dell guided second-quarter revenue to a range of $44.0 billion to $45.0 billion, and guided earnings only as midpoints: GAAP diluted EPS of "$4.48 at the midpoint" and non-GAAP diluted EPS of "$4.80 at the midpoint." That asymmetry is itself worth noting — a range on the top line, a single point on the bottom. For the full fiscal year Dell guided revenue of $165.0 billion to $169.0 billion, GAAP diluted EPS of $17.31 at the midpoint, non-GAAP diluted EPS of $17.90 at the midpoint, and AI-optimised server revenue of roughly $60 billion.

Dell is also the outlier on the GAAP question, and in an unusual direction. Its first-quarter GAAP diluted EPS of $5.24 came in above its non-GAAP diluted EPS of $4.86, on revenue of $43.842 billion. The guidance flips that back: the second-quarter GAAP midpoint of $4.48 sits below the non-GAAP midpoint of $4.80. Kiplinger's expected figure of $4.91 is eleven cents above Dell's own non-GAAP midpoint. Vice chairman and chief operating officer Jeff Clarke said in the May release: "We booked $24.4 billion in AI orders and recognized $16.1 billion of AI server revenue. We're increasing our AI server revenue expectations for FY27 to $60 billion, which only goes to show the AI opportunity shows no signs of slowing."

MongoDB reports its fiscal second quarter. Its first-quarter release, also dated May 28, guided second-quarter revenue to $729 million to $734 million, non-GAAP income from operations to $152.0 million to $156.0 million, and non-GAAP net income per share to $1.58 to $1.61. The full-year guide is revenue of $2.92 billion to $2.96 billion, non-GAAP income from operations of $571.0 million to $591.0 million, and non-GAAP net income per share of $5.95 to $6.14. MongoDB is the one company here besides Dell that guides on both bases: alongside those figures it guided second-quarter GAAP loss from operations to a range of $10.0 million to $6.0 million and GAAP net income per share to $0.08 to $0.12, and the full year to a GAAP loss from operations of $78.0 million to $58.0 million and GAAP net income per share of $0.15 to $0.39. Kiplinger's expected figure of $1.62 is a penny above the top of the company's quarterly non-GAAP range.

MongoDB's first quarter shows the widest GAAP-to-non-GAAP spread of the group. On revenue of $687.6 million the company reported a GAAP loss from operations of $24.8 million, yet positive GAAP diluted net income per share of $0.05 — the operating loss sits above the line, other income below it. Non-GAAP net income per fully diluted share was $1.32, $1.27 clear of the GAAP figure. MongoDB states that its non-GAAP measures exclude stock-based compensation, amortisation of intangible assets, acquisition-related costs and other, and restructuring costs.

GitLab reports its fiscal second quarter. Its June 2 first-quarter release guided second-quarter revenue to $272 million to $274 million, non-GAAP income from operations to $30 million to $32 million, and non-GAAP diluted EPS to $0.17 to $0.18, with a full-year guide of $1,112 million to $1,118 million of revenue and $0.79 to $0.82 of non-GAAP diluted EPS. Kiplinger's expected figure of $0.18 is the top of the quarterly range. Note that GitLab's own guide has non-GAAP operating income falling sequentially, from $37.5 million in the first quarter to $30 million to $32 million — roughly 15 to 20 percent lower. First-quarter revenue was $264.2 million, up 23 percent, with a GAAP operating loss of $15.7 million, GAAP diluted net loss per share of $0.03, non-GAAP diluted EPS of $0.23, and a dollar-based net retention rate of 117 percent.

Credo Technology Group also reports tonight; Kiplinger's calendar carries an expected $1.17 a share. We did not verify Credo's own last published guidance for this piece, so no comparison to a company-set range is offered for it.

The pattern across the four we did verify is consistent enough to name. Every one of them guides tonight's quarter on a non-GAAP earnings measure, and only Dell and MongoDB publish a GAAP earnings outlook alongside it; Palo Alto Networks and GitLab guide on a non-GAAP basis alone. Three of the four — Palo Alto Networks, MongoDB and GitLab — most recently reported a GAAP operating loss, of $183 million, $24.8 million and $15.7 million respectively. And in each case where a range comparison is possible, the outside expectation sits at the ceiling of the company's own range or above it, which means a result that lands mid-range would technically honour the guide and still miss the number the market is carrying. All of this arrives with US markets open and Friday's August payrolls report still to come, before Broadcom on Wednesday and Lululemon on Thursday, both per the same Kiplinger calendar. Nothing here is investment advice.