===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.

===LendingTree (TREE) reported earnings on Wed 29 July 26 (a/h)

 

LendingTree Inc reports fiscal Q2 2026 results with non-GAAP EPS $1.23 (+90% YoY) and revenue $313.4M (+25% YoY), misses EPS and revenue estimates

• Q2 EPS $0.68 also reported, in addition to non-GAAP EPS $1.23 cited in results
• Insurance up 42% in Q2, while SMB softness tempers the company's 2026 outlook 

==Teva Pharma (TEVA) reported earnings on Wed 29 July 26 (b/o)

Teva raises 2026 UZEDY revenue outlook to $270–$290 million after record Q2 U.S. sales up 43% year over year

• Q2 2026 UZEDY U.S. net sales totaled $77 million, up 43% year over year , setting a quarterly record.
• Teva lifted its 2026 UZEDY revenue guidance to $270–$290 million from a prior $250–$280 million range.
• Teva also raised 2026 revenue outlooks for three key innovative brands following its Q2 2026 earnings results.