Earnings this week : Aug 3 - 7, 26 (wk 32)

Monday (Aug 3)

• Morning: AVA CNA CNH DEA ECHO HESM KRYS MAR SBH SRAD TGTX TWST TSN
• Afternoon: ADTN ADUS AEIS AESI ALSN AMRC ANDE ARE BCC BWXT CBT CLX CRGY CSWC CTOS DORM EVER FANG GBDC IBTA ICHR INSP IRT JAZZ LIFE MATX NJR NMFC OKE ON OTTR PAY PLTR POWL PPLI SBAC SBRA SNAP STRL TDW TKO UCTT VERX VNO VNOM VOYG VRTX VVX WGS WHR WMB

Tuesday (August 4)

• Morning: ADM AHCO AIN AME APO APTV ARVN ATKR BALL BNTX BP BR BRBR BRKR BXDC CAT CERT CIFR CMI CTRI DD DOCN DUK ENR ENTG ET FIS FWRG GPK GWW HLNE HRMY HSIC IDXX INGR IPGP IT KIM KMB KNF LDOS LGIH MCD MD MPLX MRK MRP NPO NRG OPLN PEG PFE PNW PRKS Q ROK RVTY RYTM SHLS SPOT SUN SYY TDG TKR TPB TPG TREX TSEM ULS W WAT WIX WLK XMTR ZBRA
• Afternoon: ACAD AFG AGNT AIZ ALAB ALGT AMD AMGN ANET ANGI ARWR ATEC BBBY BIO BKNG BL BV CACC CALY CC CE CPNG CRBG CRNX DEI DOC DVA DVN ECG EMR EQH EVTC EXPD FBIN FLYW FRSH GILD GXO HL HNGE IFF INTA IOSP IPAR J JAN KAI KTOS LCID LMAT LNWO LRN LSCC LUMN MAC MAT MBC MNTN MOS MPC MQ MTCH OGS OPEN PARR PCRX PCTY PGEN PINS PLMR PRCT PRIM PRU PSKY QLYS RARE RRR RVLV SKT SKY SNDX SPCX SU SUPN TALO TDC TMDX TOST TSLX TVTX TX UPST VOYA VSAT WK WTRG WTTR WYNN

Wednesday (August 5)

• Morning: ADNT AMPX AVT BCO BCRX BLMN BWA CDW CG CHH COR CPRI CRCL CRL CRTO CVS CWK DIN DIS DK DT ECVT ELAN EPC EVGO EXTR FLUT FRPT GFF GFS GLXY GPN IRM JJSF KD KHC KMT KYMR LCII LINE LIVN LLY LPG LPX MDLN MTRN NI NICE NWN NYT OC ONC PODD PRGO PRMB PSX ROCK RRX SEDG SHAK SN SR SWX TBLA TRI UBER UTHR UTZ VSH VVV VYX WULF XPEL YOU ZBH
• Afternoon: ACA ACT ADMA AEVA ALB ALL AMSC APA APP ARRY ATEN ATO AWR AXON BBDC BKH BLLN BMBL BROS CACI CAI CDE CENT CF CGNX CHRD CHYM CMP CPA CPAY CRUS CW CXT CXW DASH DAVE DGII DHT DIOD DLX DUOL EBAY ECPG EE EHC ELF ETSY EVCM EXEL EXPE FIG FIP FLNC FNF FSLY FWRD GDRX GNK GT GTM HCC HHH HLF HMN HP HST HUBS IONQ JOBY KLIC KMPR KNTK KVYO LB LEU LFMD LTC LZ MCK MELI MET MFC MGNI MGY MIAX MIRM MKSI MNKD MSI MTDR MUR MUSA MWA NHP NOVT NTR NVST NWSA O OBDC OPRT ORA OTF OUT OXY PAYC POWI PR PRI PTLO PTRN QGEN RAMP RCUS RDN RDW RELY RGLD RIG ROOT RUN RVMD RYN SBGI SDGR SITM SM SMR SNDK SOLV SOUN SRPT STE SYM TNC TPC TROX TRUP TS TTMI USPH UUUU VAL VECO VIAV VIR VRRM VSEC WDC WES WTS XYZ ZG

Thursday (August 6)

• Morning: ACIW ACLS APPN ARHS ATI ATS AVNT BDX BKSY BKV BOBS BSY CARS CCOI CECO CEG CELH CNR COLD COLL COP CQP DCO DDOG DNOW DNUT DRVN ENOV EPAM ESAB ESTA EVH EVRG FA FISV FOUR FOXA FSK FTDR GEL GENI GEO GHM GOGO GOLF GPGI GPRE GSL HAE HIMX HTZ HWM IBP IMVT INSM IOVA ITGR ITT KDP KOP KVUE LAMR LEG LFST LGND LNG LNTH LOAR MDU MMS MTSI NSIT NTCT NTLA NVAX NVMI NXST OSCR PAYO PBH PENN PH PLNT PLTK PRVA PTON PZZA QBTS QSR RL ROIV RXO SGI SHC SRE SRRK SSTK STWD TAP TFX TGLS TNDM TRIP U USFD VAC VITL VNT VSNT VTRS WBD WD WMS WRBY ZTS
• Afternoon: AAOI ABNB AFL AGO AHR AIG AKAM ALRM AMN AMRZ APC ARDX ARLO ARW ASTH AVPT BMRN BTG CARG CART CENX CLNE CLSK CON CPK CRSR CWST CYTK DBX DKNG DNLI DOCS DV ED EQX ESE FIGS FIVN FOXF FROG G GEN GMED GRDN HALO ICFI ICUI INDI INOD IRTC JHX KGS KRMN LASR LION LYFT MARA MCHP MNST MP MTW NAVI NET NOG NRDS NTGR NTRA OFRM ONTO OTEX PGNY PK POST PRDO QDEL RCAT REAL RGA RGTI RHP RKT RLJ RMD ROKU RSG SARO SEZL SG SHAZ SVV SYNA TEAM TTD TWLO TXG TXRH WEST WMG WPM WSC XENE XPOF XRAY XZO YELP ZD ZYME

Friday (August 7)

• Morning: ACMR AMR ANIP AQN ATMU CLMT EMBC ESNT FLR GTN KRP OKLO PAA PPL ROAD SLVM SPB TILE TTWO UAA WEN
• Afternoon: None

===Fulgent Genetics (FLGT) reported earnings on Thur 30 July 26 (a/h)

 

Fulgent Genetics fiscal Q2 2026 non-GAAP EPS -$0.58 on revenue $85.4M misses EPS and revenue estimates as company cuts 2026 revenue guidance to $330–340M

• Non-GAAP EPS declined 929% year over year in Q2 2026.
• Revenue increased 4% year over year in Q2 2026 period.
• 2026 revenue guidance was cut due to billing issues affecting the business.
• Therapeutics pipeline continues to advance toward Phase 3 stage of development.

===Crocs (CROX) reported earnings on Thur 30 Jul 26 (b/o)

 

Crocs beats by $0.20, beats on revs; guides Q3 EPS below consensus, revs below consensus; guides FY26 EPS above consensus, revs above consensus

• Reports Q2 (Jun) earnings of $4.55 per share, excluding non-recurring items, $0.20 better than the FactSet Consensus of $4.35; revenues rose 2.6% year/year to $1.18 bln vs the $1.15 bln FactSet Consensus.
• Co issues downside guidance for Q3, sees EPS of $3.20-3.30, excluding non-recurring items, vs. $3.53 FactSet Consensus; sees Q3 revs of flat yr/yr to ~$996 mln vs. $1.02 bln FactSet Consensus.
• Co issues upside guidance for FY26, sees EPS of $13.70-14.00 vs. $13.69 FactSet Consensus; sees FY26 revs of ~+1-2% yr/yr to ~$4.08-4.12 bln vs. $4.08 bln FactSet Consensus.
• Additionally, co announced share repurchase authorization increased by $1.5 billion to approximately $2 billion.

===Microsoft (MSFT) reported earnings on Wed 29 July 26 (a/h)

 

Microsoft beats Q4 estimates on accelerating Azure and AI growth, trims 2026 capex forecast to about $175B on accounting change

• Reports Q4 (Jun) earnings of $4.74 per share, excluding non-recurring items, $0.50 better than the FactSet Consensus of $4.24; revenues rose 17.7% year/year to $90.01 bln vs the $87.62 bln FactSet Consensus.
• "We are advancing the frontier on the cost-to-outcome curve, ensuring every customer can turn tokens into business results," said Satya Nadella, chairman and chief executive officer of Microsoft. "This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million paid seats, reflecting the confidence customers are placing in us to power their AI transformation."
• "We delivered a strong quarter to close out the fiscal year, highlighted by Microsoft Cloud revenue of $59.3 billion, up 27% year-over-year," said Amy Hood, executive vice president and chief financial officer of Microsoft.
• Segment Performance:
• • Productivity and Business Processes (Office 365, LinkedIn, Dynamics 365) segment revs of $37.8 bln vs $ $37.0-37.3 bln prior guidance.
  • Intelligent Cloud segment (Azure, SQL Server, Windows Server, Nuance) revs of $39.3 bln vs $37.95-38.25 bln bln prior guidance.
    • Azure and other cloud services revenue growth of +43% vs +39-40% CC prior guidance.
  • More Personal Computing segment (Activision, Windows, Surface, Xbox) revs of $12.9 bln vs $11.75-12.25 bln prior guidance.