Earnings — page 6
Acuity's Fourth-Quarter Sales Growth Reaccelerates
Net sales were $1.24 billion in the fiscal fourth quarter, up 2.9% from a year earlier, after a 1.6% year-over-year rise in the third quarter.
Accenture's Local-Currency Growth Accelerates to 7% in Fourth Quarter
Fourth-quarter revenue of $18.68 billion cleared the high end of the guided range as bookings reached $22.17 billion and GAAP diluted EPS rose 46%.
Micron Posts Record Year and Lifts First-Quarter Outlook
Fourth-quarter revenue reached $54.23 billion, and the company now sees first-quarter 2027 sales of $61.5 billion, plus or minus $1.5 billion.
Jabil Beats Fourth-Quarter Outlook and Raises Fiscal 2027 Revenue
Fourth-quarter net revenue reached $10.6 billion, above the $9.2 billion to $10.0 billion range Jabil had set, as the company posted a fiscal 2027 outlook of $44.5 billion.
FactSet's Organic ASV Growth Eases to 7.0%
Organic annual subscription value reached $2,568.2 million at August 31, 2026, as GAAP revenue growth slowed to 6.3% and the company guided fiscal 2027 organic ASV growth of 5.0% to 6.5%.
Cal-Maine's Operating Loss Widens as Egg Prices Stay Low
Gross profit was $403,000 in the quarter ended Aug. 29, 2026, and the company posted a $58.6 million net loss, or $1.26 a share.
Conagra Reverses Sales Gain and Restarts Organic Decline
Organic net sales fell 1.1% in the quarter ended Aug. 30, 2026, after being approximately flat in the prior quarter, as volume dropped 2.1%.
Workday Keeps Adjusted Outlook After Job and Office Cuts
Job cuts and reduced office space will add charges that reduce reported profit margins. Workday kept the rest of its third-quarter and full-year outlook unchanged.
Uranium Energy Starts Burke Hollow and Lifts Fourth-Quarter Output
Combined fourth-quarter production reached 82,744 pounds of precipitated uranium and dried and drummed U3O8, with a total cost of $36.54 a pound.
Vail Resorts Lifts Fiscal 2027 Ebitda Outlook After Record-Low Snow
The ski operator guided Resort Reported EBITDA to $805 million–$865 million for the year ending July 31, 2027, after fiscal 2026 net income of $147.5 million.
CarMax Reverses a Sales Slide and Restarts Buybacks
Net earnings reached $1.16 a share, up 81.3% from $0.64 a year earlier, as combined units reached 387,735.
Jefferies Extends Investment Banking and Equities Records
Net earnings attributable to common shareholders were $261 million, or $1.08 a share, as Advisory and Equities both set quarterly records.
Carnival Raises Full-Year Outlook After Record Third Quarter
The cruise operator posted $8.44 billion in revenue and lifted 2026 adjusted net income guidance by more than $150 million versus June.
Tamboran Delivers First Beetaloo Gas to Northern Territory
The company contracted 40 TJ/d (gross) of Pilot Project gas to the Northern Territory Government at a fixed, CPI-escalated price as it completed the Sturt Plateau Compression Facility about US$9 million under budget.
TD SYNNEX Growth Accelerates to 37.7% on Record Quarter
Revenue reached $21.6 billion, above the high end of the $18.2 billion to $19.0 billion outlook, as non-GAAP gross billings hit $31.8 billion.
Fuller Raises Fiscal 2026 Ebitda Outlook After Pricing Turn
Organic revenue rose 4.4% in the third quarter as pricing lifted net revenue 7.4%, and the company now sees fiscal 2026 adjusted EBITDA of $655 million to $670 million.
Darden Reaffirms Fiscal 2027 Outlook After Same-Sales Slowdown
Blended same-restaurant sales rose 3.1% on a fiscal calendar basis as total sales reached $3.2 billion, and the company kept full-year diluted earnings of $11.10 to $11.35.
Costco's Fourth-Quarter Sales Growth Eases From Third Quarter
Fourth-quarter net sales rose 11.2% to $93.9 billion, a slower year-over-year pace than the third quarter's 11.6% increase.
BlackBerry Lifts Fiscal 2027 Outlook After Record QNX Quarter
Second-quarter revenue was $163.3 million, up 26% from a year earlier, as QNX posted a record $80.3 million and the company raised its full-year outlook.
Paychex Raises PEO Growth Outlook After Advisory Mix Shift
PEO and Insurance Solutions revenue rose 12% to $367.6 million as Management Solutions growth cooled to 4%.
General Mills Restores Organic Sales After a Third-Quarter Drop
Organic net sales were essentially flat in the fiscal 2027 first quarter, reversing a 3% organic decline, as reported sales fell 3% to $4.4 billion on the U.S. yogurt sale.
Cintas Raises Fiscal 2027 Outlook After Record Margin
Organic revenue growth reached 8.9% and gross margin hit a record 51.5% of sales in the quarter ended Aug. 31, 2026.
Worthington Organic Growth Rebounds After a Slow Close
Organic sales growth accelerated to 7% in the fiscal 2027 first quarter as net sales reached $343.9 million.
Thor Withholds Fiscal 2027 Guidance After Profit Collapse
Fourth-quarter net income attributable to THOR was $40.8 million, or $0.78 a share, as the company deferred fiscal 2027 guidance pending Hershey and Elkhart industry events.
KB Home Backlog Rises After Four-Year Stagnation
The homebuilder posted $1.30 billion of third-quarter revenue and $1.05 a share as deliveries, price and margins recovered sequentially.
AutoZone Reverses Gross-Margin Decline on Tariff Refunds
Fourth-quarter net sales were $6.6 billion, up 5.6%, as gross profit as a percentage of sales reached 53.3%.
AnaptysBio Records $177 Million Tax-Driven Profit
Jemperli global net sales reached $331 million in the three months ended June 30, 2026, as AZUR-1 data moved the FDA clock to February 2027.
Lennar Cuts 2026 Delivery Target After Orders Slow
The homebuilder now expects 80,000 to 81,000 deliveries in 2026 after third-quarter orders fell 9% to 20,879 homes.
UROY Funds Sweetwater With Physical Uranium Sales
The royalty platform sold 593,255 pounds of U3O8 for $51.0 million at about $86.00 a pound and booked $16.3 million of net income in the three months ended July 31, 2026.
Hub Group Cuts 2026 Revenue Outlook and Flags Nasdaq Delisting
The company now estimates full-year 2026 operating revenue of about $3.6 billion to $3.8 billion, down from a February range of $3.65 billion to $3.95 billion.
Kestra Lifts Fiscal 2027 Revenue Outlook to $141 Million
The wearable defibrillator maker posted $31.0 million of first-quarter revenue, 60% above a year earlier.
Forgent Posts Record Bookings and Lifts 2027 Outlook
Fourth-quarter bookings of $1.503 billion produced a 3.3x book-to-bill ratio as backlog reached $3.0 billion.
Oracle Cloud Infrastructure Growth Reaches 121%
Remaining performance obligations rose $209 billion year-over-year to $664 billion after more than $30 billion of new AI cloud contracts.
Macy’s Lifts Full-Year Sales and Earnings Outlook
The retailer raised 2026 comparable-sales guidance to 1.0%–1.5% after a fifth straight quarter of gains.
Kroger Cuts 2026 Identical Sales Outlook After Slowdown
Second-quarter identical sales without fuel rose 0.2% as the company lowered its full-year range to 0.2%–0.8%.
National Beverage Absorbs Tariffs as Sales Stall
First-quarter net sales were $331 million as price gains were offset by volume declines, and earnings fell to $.50 a share.
Alliance Entertainment Gross Margin Expands 80 Basis Points to 13.3%
The entertainment commerce platform posted fiscal 2026 net revenues of $1.149 billion, up 8% from a year earlier.
Adobe Posts Record $6.76 Billion Quarterly Revenue
The software company lifted full-year fiscal 2026 revenue targets to $26.576 billion to $26.626 billion after a third-quarter beat.
Wealthfront Revenue Growth Slows to 1% as Cash Assets Fall
The tech-driven financial platform posted $91.9 million of quarterly revenue and said Total Platform Assets passed $100 billion at the end of August.
Sunbelt Rentals Lifts Fiscal 2027 Revenue Outlook to 6%–9%
Rental revenue rose 12.5% to a record $2,927 million in the fiscal first quarter ended July 31, 2026.
RH Raises Full-Year Outlook After Estates Launch
GAAP net revenues were $922.2 million in the quarter ended August 1, 2026, up 2.6% from a year earlier and 4.2 points faster than the first quarter.
Navan Lifts Fiscal 2027 Revenue Outlook to $933 Million
The travel platform posted $233 million of second-quarter revenue and raised full-year non-GAAP operating income to $82 million to $86 million.
Gloo Lifts Fiscal 2026 Revenue Outlook to $200 Million
The faith-technology platform posted $46.6 million of second-quarter sales, 188% above a year earlier, and said it expects Adjusted EBITDA profitability in the fourth quarter.
National Beverage's Gross Margin Falls to 35.0% on Aluminum Costs
Net sales were $330.7 million in the first quarter of fiscal 2027 as a 7.1% price increase offset a 6.4% drop in case volume.
SailPoint ARR Growth Slows to 25% After Two Faster Quarters
The identity-security vendor posted $1.231 billion of annual recurring revenue and $309 million of quarterly sales as remaining performance obligation reached $1.9 billion.
InnovAge Posts $9.8 Million Profit After Litigation Loss
The PACE operator reported $262.0 million of revenue in the three months ended June 30, 2026, and issued fiscal 2027 Adjusted EBITDA guidance of $105 million to $115 million.
Chewy Raises Full-Year Outlook After Strong Quarter
Net sales reached $3.33 billion, up 7.3%, and adjusted EBITDA margin hit 6.8% as Chewy lifted its full-year revenue and profitability outlook.
Casey’s Inside Same-Store Sales Slow to 3.2%
The convenience chain posted diluted earnings of $7.37 a share in the three months ended July 31, 2026, as fuel margin offset a 0.3% drop in same-store gallons.
Braze Revenue Growth Slowed to 26% From 30%
The customer-engagement platform posted $227.2 million of sales and $22.0 million of non-GAAP operating income in the fiscal second quarter.
ServiceTitan Raises Fiscal 2027 Profit Outlook
The trades software company lifted full-year non-GAAP operating income to $152 million–$154 million after $50.5 million of second-quarter free cash flow.