Section
Post-earnings breakdowns of key US names: guidance, margins, revisions, and what matters for the tape.
US Earnings Analysis
Costco posted another standout quarter with net sales up 11.6% to $69.2B, EPS in line at $4.93, and record gasoline volumes. Executive membership crossed 41M. Here is what the numbers mean for the stock.
May 29, 2026 · 8 min read
US Earnings Analysis
Oracle reported fiscal Q2 2026 results with non-GAAP EPS of $2.26 crushing estimates by 38%, while cloud infrastructure revenue surged 66% to $4.1B. Revenue of $16.06B slightly missed consensus, and the stock fell 11% on concerns over elevated capex and cash burn. Here's what the numbers mean.
May 28, 2026 · 11 min read
US Earnings Analysis
Salesforce delivered a record Q1 with revenue of $9.83B, beating estimates on both the top and bottom lines. Data Cloud ARR surpassed $1B, Agentforce crossed 8,000 deals, and management raised FY26 revenue guidance to $41.3B at the high end. Here's what the numbers mean for the stock.
May 27, 2026 · 6 min read
US Earnings Analysis
Qualcomm posted a mixed Q2 FY2026 as handset headwinds weighed on overall results, but Automotive crossed $5B annualized for the first time and a custom hyperscaler chip tape-out signals a major diversification move. Here is what the numbers mean for the stock.
May 26, 2026 · 12 min read
US Earnings Analysis
AbbVie Inc. (ABBV) delivered Q1 2026 net revenues of $15.0B (+12.4% YoY) and adjusted EPS of $2.65 (+7.7% YoY), beating consensus on both metrics. Skyrizi and Rinvoq drive robust immunology growth while the neuroscience franchise accelerates. Full-year 2026 EPS guidance raised to $14.08-$14.28.
May 25, 2026 · 12 min read
US Earnings Analysis
Home Depot posted Q1 FY2026 net sales of $41.8B, up 4.8% YoY, but GAAP EPS fell to $3.30 from $3.45 a year ago as gross margin contracted. Adjusted EPS of $3.43 beat but guidance remains cautious given macro headwinds.
May 25, 2026 · 10 min read
US Earnings Analysis
Intuit posted a solid Q3 fiscal 2026 with revenue of $8.56B and non-GAAP EPS of $12.80, both beating consensus. Management raised full-year guidance and announced a major restructuring, cutting 17% of its workforce. Here's what the numbers mean for the stock.
May 24, 2026 · 9 min read
US Earnings Analysis
Caterpillar posted a blowout Q1 2026 with revenue up 22% YoY, EPS of $5.54 crushing consensus by nearly $1, and a record $63B backlog that signals sustained strength. Here's what the numbers mean — and why the valuation demands scrutiny.
May 23, 2026 · 11 min read
US Earnings Analysis
Amazon posted a dominant Q1 2026 with revenue of $181.5B crushing estimates by $4.2B. AWS accelerated to 28% growth, advertising hit $17.2B, and operating margin hit a record 13.1%. Here's what the numbers mean for the stock.
May 22, 2026 · 12 min read
US Earnings Analysis
AMD posted blockbuster Q1 2026 results with revenue of $10.3B crushing consensus by $360M. Data center revenue surged 57% YoY to $5.8B, cementing AMD's position as a legitimate AI infrastructure player. Q2 guidance of $11.2B vs $10.52B consensus signals accelerating momentum.
May 21, 2026 · 12 min read
US Earnings Analysis
NVIDIA posted another blockbuster quarter with $81.6B in revenue, up 85% YoY, fueled by explosive Data Center growth of 92%. Agentic AI is driving unprecedented infrastructure buildout. Here's what the numbers mean for the stock.
May 21, 2026 · 9 min read
US Earnings Analysis
Walmart's Q1 FY26 delivered a slim EPS beat but missed revenue estimates as the retail giant navigated a cautious consumer environment. E-commerce growth of 22% stands out, but operating income dipped and management raised full-year guidance in a tariff-clouded outlook.
May 20, 2026 · 9 min read
US Earnings Analysis
Microsoft's fiscal Q3 2026 delivered 18.30% revenue growth with Azure AI services leading a broad-based cloud acceleration. Copilot is embedding itself across the enterprise, and the AI-driven margin expansion is quietly reshaping Microsoft's profitability profile.
May 19, 2026 · 8 min read
US Earnings Analysis
Apple's fiscal Q2 2026 delivered a March quarter record with 17% revenue growth and 22% EPS growth, powered by iPhone strength and a new Services all-time high. Here's what the numbers mean for the stock.
May 15, 2026 · 7 min read
US Earnings Analysis
Alphabet's Q1 2026 posted 21.79% revenue growth as Google Search recovered, Cloud hit a new high, and AI infrastructure spending spiraled. Here's the full picture for investors.
May 14, 2026 · 8 min read
US Earnings Analysis
Meta's Q1 2026 delivered its fastest growth rate in years — 33% revenue growth — powered by AI-driven ad improvements and Reels monetization. But a soaring tax rate muted the bottom line, and management just announced 10% workforce layoffs as AI infrastructure investment accelerates.
May 13, 2026 · 10 min read
US Earnings Analysis
NVIDIA posted another blockbuster quarter with $44.1B in revenue, yet the H20 export ban carved a $4.5B hole in gross margins. Here's what the numbers really mean for the AI chip leader.
May 12, 2026 · 11 min read
US Earnings Analysis
Tesla's Q1 2026 surprised to the upside with 15.78% revenue growth — the fastest since Q2 2023 — as price cuts and new model launches reactivated demand. But margins are still under pressure and EPS growth lags revenue recovery. Here's the full investment picture.
May 11, 2026 · 10 min read