Earnings
Latest VonTrend reports on Earnings — the trends, stocks, and setups that move before Wall Street catches on.
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Merchant Services Drove Shopify's 34% Revenue Growth
SHOP remained up about 17% in morning trading after forecasting low-30s revenue growth for the third quarter.
Aug 5, 2026 -
Ball Added $659 Million in Sales, Only $31 Million in Profit
Aluminum pass-through lifted revenue faster than profit. The second half must turn shipments and earnings into cash.
Aug 4, 2026 -
Leidos' Cash Flow Rose While Margins Fell
Strong bookings and cash supported a higher 2026 outlook. The next report must show whether those gains can reach operating profit.
Aug 4, 2026 -
BWXT's PCG Deal Adds 500,000 Square Feet of Nuclear Capacity
The acquisition adds more than 400 employees, while BWXT's current 2026 guidance still excludes the business.
Aug 3, 2026 -
Adtran's Customer Delay Exposes Its Thin Profit Cushion
Revenue slipped just below guidance, while adjusted operating margin fell beneath the prior range at both ends.
Aug 3, 2026 -
AbbVie Reports $8 Billion From Its Two Key Drugs
Skyrizi and Rinvoq are growing fast. The 10:00 AM ET call must show whether that growth can support AbbVie's next immunology bet.
Jul 31, 2026 -
Microsoft Extends Data-Center Lease Life as Azure Speeds Up
Azure growth gives Microsoft's AI spending a stronger revenue case. The harder question is whether cloud margins and cash generation can support the buildout.
Jul 30, 2026 -
Microsoft and Meta Put SK Hynix's AI Boom to Test
SK Hynix's record margin confirms a shortage of AI memory today. Tonight's cloud earnings must show whether the companies buying that hardware can keep funding the buildout.
Jul 29, 2026 -
UPS Reports 8% Adjusted Domestic Margin After $891 Million Charge
The Amazon exit is improving package economics. The remaining test is whether UPS can keep the profit without fresh restructuring bills.
Jul 28, 2026 -
Baker Hughes Must Turn $37 Billion Into Revenue
The order book has shifted Baker Hughes toward power and gas projects. The next results must show that demand reaching sales and cash flow.
Jul 27, 2026 -
Thermo Fisher Posts 5% Organic Growth
The stronger quarter is real. The harder question is whether it points to a wider recovery in life-sciences tools.
Jul 25, 2026 -
HCA Absorbs $400 Million Cost From Uninsured Care
Strong patient demand held up in the second quarter. The harder question is whether HCA can keep covering a weaker payer mix.
Jul 24, 2026 -
Intel’s $5.4 Billion Bet Still Lacks GAAP Profit
Sales are rising fast. The factory plan now needs to turn demand into lasting earnings.
Jul 24, 2026 -
Tesla’s Delivery Record Now Faces a Cash Test
Record second-quarter deliveries may lift vehicle revenue. The harder question is whether Tesla’s car business can fund a much larger buildout.
Jul 22, 2026 -
AT&T’s Buybacks Depend on Fiber Delivering
Cash flow improved, but legacy copper losses still set the real test.
Jul 22, 2026 -
3M’s Profit Upgrade Now Rests on Volume
Higher prices are covering inflation. The second half must show customers keep buying.
Jul 21, 2026 -
Halliburton’s Profit Beat Could Not Ease U.S. Demand Fears
International strength protected earnings, but investors are still waiting for North American activity to improve.
Jul 21, 2026 -
GM’s Higher Outlook Depends on Holding the Price Line
Truck pricing did the heavy lifting. The next test is whether GM can avoid the incentives that erase it.
Jul 21, 2026 -
The Chip Selloff Is Now a Stock-Picking Market
The sector’s earnings outlook is still powerful. The question is which companies can support valuations when growth cools.
Jul 20, 2026 -
IBM’s Shortfall Tests AI’s Grip on IT Budgets
IBM’s preliminary second-quarter shortfall was modest against consensus, but its explanation raised a larger question: are companies delaying software and mainframe purchases while scarce AI infrastructure takes priority? The July 22 earnings call should show whether the disruption was confined to IBM’s quarter-end deal flow or reflects a broader change in enterprise spending.
Jul 20, 2026 -
Netflix Fell 9% on a Clean Quarter
Record engagement, a penny beat on EPS, and a $25 billion after-hours decline
Jul 17, 2026 -
Wall Street Stopped Paying for the AI Buildout
The chipmaker at the center of AI posted its fifth straight record quarter and raised every number that matters. It sold off anyway, and it was not alone.
Jul 16, 2026 -
HCA Says the ACA Cliff Could Cost It $1.2 Billion
The largest US hospital operator nearly doubled its estimate of the damage from expired Obamacare subsidies.
Jul 14, 2026 -
JPMorgan Just Posted the Biggest Profit in US Banking History
Five of the largest U.S. banks reported at once, and the same two forces lifted all of them: a wave of dealmaking and the most volatile trading quarter in years.
Jul 14, 2026 -
What If the Oil Shock Didn't Break Anything?
Delta beat Q2 estimates while oil pulled back and SK Hynix opened on Nasdaq. The first big earnings print came in clean.
Jul 10, 2026 -
Nike's Earnings Beat Was Mostly a Tariff Refund
The company's $0.72 in quarterly profit included a $0.52 benefit from recovered tariffs, while sales in China fell 12%.
Jun 30, 2026 -
Concentrix Trades Below Book Value as AI Eats Its Business
The customer-experience giant slashed its full-year outlook and the stock fell to a multi-year low. The whole human-labor services sector is being repriced for automation.
Jun 30, 2026 -
AeroVironment's Revenue Doubled to $2 Billion After Its Biggest Deal
The BlueHalo acquisition turned a small drone maker into a defense autonomy platform. Loitering munitions and counter-drone systems now drive most of the revenue.
Jun 30, 2026 -
FedEx Beat the Quarter and Lost on Next Year
FedEx posted record fourth-quarter revenue in its first report without the Freight unit, then guided the new year below what investors wanted.
Jun 24, 2026 -
Carnival Set a Revenue Record and the Stock Fell
The cruise line topped profit estimates and posted its best second quarter ever, then lowered its full-year yield outlook as the Middle East conflict cut into European bookings.
Jun 23, 2026