Earnings
Latest VonTrend reports on Earnings — the trends, stocks, and setups that move before Wall Street catches on.
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Pet Owners Keep Buying Food on Autopilot but Are Skipping the Vet
Chewy's Autoship sales grew 9.3% while Zoetis saw U.S. pet medicine sales fall 11% as clinic visits slip. IDEXX reports Nov. 2 and Zoetis on Nov. 5.
Oct 15, 2026 -
Defense Backlogs Keep Climbing as America Restocks Missiles and Ships
Lockheed backlog hit a record $230 billion and RTX sits at $289 billion, while the Navy asks $65.8 billion for shipbuilding. RTX reports Oct. 20, Lockheed on Oct. 22 and HII on Oct. 29.
Oct 15, 2026 -
Cruise Lines Are Filling 2027 Early, but Not Every Line Is Winning
Carnival, Royal Caribbean and Viking report record bookings and pricing for next year, while Norwegian works through a turnaround. Royal Caribbean reports Oct. 27 and Norwegian in early November.
Oct 14, 2026 -
Landfill Space Is Tightening, and Trash Companies Keep Raising Prices
WM and Republic Services are still pushing core prices up more than 5% even as volumes soften, and national landfill tip fees are rising again. Waste Connections reports Oct. 21 and WM on Oct. 27.
Oct 14, 2026 -
Credit Card Losses Are Easing at the Big Banks, but Your Interest Rate Is Not
JPMorgan, Citi and Wells Fargo all reported lower card losses than a year ago as spending kept growing. Card rates still average above 22%. Bank of America reports Oct. 14 and Capital One Oct. 20.
Oct 13, 2026 -
Streaming Is Becoming the New Cable Bill, and the Price Hikes Are Sticking
Netflix, Peacock and Disney all raised prices this year as streaming profits surged and Paramount closed its Warner Bros. deal. Netflix reports Oct. 20 and Comcast on Oct. 22.
Oct 13, 2026 -
Medicare Advantage Insurers Are Choosing Profits Over Growth for 2027
Average premiums are falling, but insurers are trimming plans, star ratings slipped and standalone drug coverage keeps shrinking. UnitedHealth reports Oct. 13 as open enrollment begins Oct. 15.
Oct 12, 2026 -
Central Banks Keep Buying Gold Even After Prices Ease
Official purchases hit a record second quarter and summer filings show China and Poland still adding. Newmont reports Oct. 22, while jewelry volumes buckle under high prices.
Oct 12, 2026 -
AI Is Eating the World's Memory Chips, and Your Next Laptop Will Cost More
Data centers are soaking up memory supply. Micron and Samsung are posting record profits, PC shipments fell 20% last quarter, and computer prices are rising at the fastest pace since 2021.
Oct 9, 2026 -
America's Cars Are Getting Older, and the Repair Business Is Cashing In
The average vehicle is now close to 13 years old as new-car payments hit records. Parts chains serving repair shops are winning, and families are paying more to keep cars running.
Oct 9, 2026 -
Freight Is Switching Back to Rail as Truck Costs Climb
Intermodal volumes are outrunning carloads, Cass shipments just flipped positive for the first time since 2023, and Class I railroads report the week of Oct. 19.
Oct 8, 2026 -
Restaurant Traffic Is Shrinking, and Diners Are Picking Clear Winners
Menu prices keep outrunning grocery prices. Chili's and LongHorn are still adding guests while Wendy's and McDonald's struggle, and October earnings will show who can hold on.
Oct 7, 2026 -
Airlines Are Turning a Fuel Shock Into Lasting Pricing Power
Fares are up 23% in a year, premium seats now outsell coach at Delta, and third-quarter reports starting Friday will test whether the gains can stick.
Oct 6, 2026 -
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