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Earnings News & Results

50 STORIES · UPDATED 11H AGO

When a company reports, the headline EPS number is the least interesting part. We read the transcript and the filing for the data point that actually changes the thesis — the margin that slipped, the guidance that quietly narrowed, the segment that carried the quarter.

By Basis Report Editorial DeskReviewed by Basis Report Methodology TeamMethodology
Top StoryPFGC

Performance Food Insiders Sold Before 3.9% Earnings Beat

Performance Food Group beat Q1 earnings by 3.9%, posting $1.32 per share against a $1.269 consensus. However, executives sold roughly $4 million in shares at prices between $92.40 and $106.33 in August and September, a timing that now appears premature as the stock trades at $111.17.

VLTOAnalysis

Veralto Beats Consensus, But Insiders Selling

Veralto beat consensus earnings for the fourth consecutive quarter, with Q3 EPS of $1.18 beating estimates by 7.27%. Yet five executives including bot…

CHTRAnalysis

Charter Pivots to Internet After Mobile Bet Fades

Charter Communications abandoned its mobile-first growth narrative on November 6 after a $6.3 billion Cox impairment crushed Q3 EPS to negative $20.50…

TPRAnalysis

Tapestry: four straight beats, insiders sell

Tapestry reported its fourth consecutive earnings beat in November with a 16.6% positive surprise, yet the stock gained just 3.8% in 2026 against the …

FWONKAnalysis

FWONK Director Sells $62M as Stock Hits 59x Forward P/E

Director Chase Carey cashed out $62.13 million in Formula One Group stock over four days, exercising options at $28 and selling 563,531 shares at $105…

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TPRAnalysis

Tapestry CEO and CFO Sell $11M After Earnings Beat

Five Tapestry executives including CEO Joanne Crevoiserat and CFO Scott Roe sold $18.15 million in combined stock this week after the company posted i…

NXTAnalysis

Nextpower's Three EPS Beats Mask EBITDA Execution Doubt

Nextpower delivered three consecutive double-digit EPS beats, with the latest at 19.1% above consensus, yet the stock trades $35 below its $130.03 mea…

VLTOAnalysis

Veralto Execs Sell $6.6M as Earnings Streak Continues

Four consecutive EPS beats haven't moved Veralto's stock, which is up just 3% year-to-date versus 13.1% for the S&P 500. Five executives sold $6.6M in…

CHTRAnalysis

Charter: $6.3B Impairment Charge, 10% Rally, Debt Risk

Charter Communications reported a $6.3 billion franchise impairment from the Cox acquisition in Q3, driving EPS to -$20.50 versus an $8.50 consensus. …

CBRSBrief+17%

Cerebras Systems Beats Estimates, Surges 17% on Microsoft Deal

Cerebras Systems beat Q3 revenue estimates and announced a Microsoft partnership, sending shares up 17% in after-hours trading and forcing a re-rating…

CTVAAnalysis-24%

Corteva Plunges 24% as Brazil Channel Glut Cuts Guidance

Corteva fell 24% on November 12 after cutting 2026 EBITDA guidance by roughly $175M to $1.1B-$1.125B from approximately $1.3B. The company blamed Braz…

TPRAnalysis

Tapestry Insiders Sell $7M After Earnings Beat

Three senior Tapestry executives sold a combined $7 million in shares on November 9, four days after the company posted its fourth consecutive EPS bea…

FWONKAnalysis

Formula One Beats Q3 Estimates; Malone Loses Super Vote

Formula One Group beat Q3 2026 estimates with $4.50 billion in trailing revenue, up 13.7% year-over-year, drawing analyst upgrades from BofA and TD Co…

PRMBAnalysis

Primo Brands: $27 JPMorgan Target vs. 32% Short Float

Primo Brands has beaten earnings estimates in three of its last four quarters, yet 32.6% of its float remains short, reflecting a fundamental disagree…

AZTABrief

Azenta Beats Q4 Estimates, Stock Now 20% Above New Analyst Target

Azenta, Inc. beat Q4 2026 earnings estimates and surged to $48.9, well above a simultaneously raised analyst consensus target of $40.2, with heavy sho…

CTVABrief-8%

Corteva Cuts 2026 Guidance After Brazil Weakness, Shares Fall 8%

Corteva trimmed its full-year 2026 guidance after Brazil weakness and pricing pressure dragged Q3 results, with shares already down 8% and analysts st…

INFQAnalysis

Infleqtion Earnings Test: Analyst Target vs Director Exits

Infleqtion shares rallied 19.49% on November 6 following an IonQ-led sector lift, but face a stark earnings test on November 16 with a $10.15 valuatio…

NXTAnalysis

Nextpower Insiders Sold Below $91, Stock Tops $100

Nextpower insiders sold $1.67M at $79.98–$91.25 in August–September before the stock rallied to $100 on three consecutive double-digit earnings beats …

PRMBAnalysis

Primo Brands Q3 Beat Can't Shake 33% Short Interest

Primo Brands beat Q3 EPS estimates for the third time in four quarters, but short sellers representing 33% of float remain unconvinced. The bear case …

INFQAnalysis

Insiders Sold INFQ at $13. Now at $9 Before Q3 Earnings

Infleqtion director Maverick Capital sold $3.17 million of INFQ at $13 in August, but the stock has fallen to $9.35 ahead of November 16 earnings, whe…

TTDAnalysis

Trade Desk Rallies Past Target as Revenue Growth Stalls

TTD surged 25.5% to $15.42, exceeding the $14.07 consensus analyst target, after reporting Q3 adjusted EBITDA of $266 million at 36% margin following …

RGTIBrief

Rigetti Computing Reports Just $1.4M in Q3, Missing by 60%

Rigetti Computing missed Q3 revenue estimates by 60%, reporting $1.4M against a $3.5M FactSet consensus and raising serious questions about the pace o…

TTDAnalysis-67%

Trade Desk Beats Estimates as GAAP Profit Drops 67%

The Trade Desk beat third-quarter earnings estimates, lifting shares 25.5% since November began, but GAAP net income fell 67% and revenue declined yea…

BCEAnalysis

BCE Beats Q3 as Wireless Prices Rise, Revenue Falls

BCE beat Q3 earnings on 2.2% consolidated revenue growth, driven by strength in Media and AI Data Centers, even as core wireless service revenue fell …

CNCAnalysis

Centene Earnings Beat Streak Masks Sequential EPS Drop

Centene has beaten analyst estimates four quarters running, but absolute EPS fell 83 percent from $3.37 to $0.58 as consensus forecasts fell faster th…

CNHAnalysis-2%

CNH Goes Pure-Play Ag as Farm Sales Slide 2%

CNH Industrial agreed to sell 70% of its Construction Equipment business to Kobelco for $700 million while retaining a 30% equity stake, a move that c…

WRBYBrief+22%

Warby Parker Stock Jumps 22% After Q3 Earnings Beat Wall Street

Warby Parker surged 22% to a 52-week high after a Q3 earnings beat, but a 23.5% short float amplified the move and the co-CEO is selling into it, rais…

AAONBrief

AAON, Inc. Reports 84% Revenue Jump on Data Center Demand

AAON, Inc. beat Q3 2026 earnings by $0.27 per share on data center HVAC demand that drove 84.1% YoY revenue growth to $2.3bn TTM, with margin expansio…

CNHAnalysis

CNH's 94% EBIT Surge Masks a $71M Tariff Windfall

CNH Industrial reported Q3 EPS of $0.16, beating consensus by 60%, but the 94% surge in industrial adjusted EBIT was materially fueled by $71M in IEEP…

SANMBrief

Sanmina Corporation Posts 20% Surge After Q4 Earnings Beat

Sanmina Corporation beat Q4 fiscal 2026 earnings estimates on both revenue and EPS and issued above-consensus Q1 guidance, sending shares 20% higher a…

PLUGAnalysis

Plug Power Eyes First EBITDAS Win as Cash Clock Ticks

Plug Power reported Q3 cash burn of $28 million without new capital and guided for roughly $280 million in Q4 revenue with positive EBITDAS. The compa…

NBISAnalysis

Nebius Q3 earnings hit political headwind

Nebius Group N.V. (NBIS) reports Q3 earnings Thursday into a political headwind: Democratic governors-elect in Texas, Ohio, and Georgia won platforms …

TTWOBrief

Take-Two Interactive Posts Best Week in 5 Months on GTA 6 Preorders

Take-Two Interactive called GTA 6 preorders 'unprecedented' ahead of its imminent earnings call, but with the stock at 20.4x forward P/E on negative t…

PLUGAnalysis-71%

Plug Power Q3: Margin Surges, EPS Misses by 71%

Plug Power's Q3 gross margin jumped from negative 68% to negative 2.7% year over year, a genuine operational improvement. But reported net income of $…

HIMSBrief

Hims & Hers Health Cuts Guidance After Double Miss on $2.6B Revenue

Hims & Hers Health missed on both EPS and revenue while cutting forward guidance, undermining a premium valuation thesis that the market had just repr…

NBISAnalysis

Nebius Execs Sold $145M as Stock Has Since Halved

Five Nebius executives sold $145 million in stock at $211 to $243 in early October; the stock has since lost close to half its value ahead of Thursday…

DKLAnalysis

Delek Logistics Raises Guidance, Yet Q3 EPS Misses Again

Delek Logistics raised full-year EBITDA guidance and extended its distribution streak to 55 consecutive quarters, but Q3 EPS of $0.85 missed consensus…

CECOBrief

CECO Environmental Targets $2.3 Billion Revenue by 2027

CECO Environmental set a 2027 revenue target of $2.3 billion against a $903mn TTM base while Q3 results revealed -$163mn FCF, testing whether the mult…

IBRXBrief-15%

ImmunityBio Drops 15% as Earnings Miss Overshadows 53% Growth

ImmunityBio reported 53% Q3 revenue growth but missed analyst estimates, triggering a 15% selloff to 9-month lows as persistent dilution fear outweigh…

FRVOAnalysis

Fervo Energy Posts $116K Q3 Revenue on $3.28B Valuation

Fervo Energy reported $116,000 in Q3 2026 revenue against a $3.28 billion market cap and negative $82 million trailing operating cash flow. Two consec…

QXOAnalysis+20%

QXO Surges 20% as Jacobs Builds Two Companies at Once

QXO surged 20% on news that Brad Jacobs is staying as CEO, with Q3 revenue hitting nearly $5 billion on 79% year-over-year growth. Simultaneously, Jac…

TTDBrief

The Trade Desk Surges on Earnings Beat Despite 3% Revenue Growth

The Trade Desk beat Q3 2026 earnings expectations on $3bn in TTM revenue, sending a stock down 87% from prior highs sharply higher, amplified by 22.1%…

BCEAnalysis

BCE Bets on AI Data Centers as Wireless Revenue Slips

BCE beat third-quarter estimates with 2.2% consolidated revenue growth but faces wireless service revenue contraction of 1.3% and a 1.7% ARPU decline.…

PLUGAnalysis

Plug Power Q3 Tonight: CSO Sold $509K on the Way Down

Plug Power's Chief Sales Officer sold $509K in shares from September through October as the company built its data center energy pitch; no insider pur…

ACHRBrief

Archer Aviation's $6 Billion Order Book Masks $7 Million Revenue

Archer Aviation heads into Q3 earnings with a 15% options-implied swing and a $6bn order book that sits 857 times larger than trailing revenue, making…

UAnalysis

Unity Posts First GAAP Profit Since IPO on AI Ad Surge

Unity Software posted its first GAAP profit since its 2020 IPO in Q3, driven by 126% growth in Vector advertising revenue. CEO Matt Bromberg, CFO Jarr…

ASTSAnalysis

ASTS Insiders Sold at $58, Stock Now $32

AST SpaceMobile's CTO and COO sold $3.06M at $58.90 in September, weeks before shares fell to $32.33. Q3 results tonight come after four consecutive q…

NBISAnalysis

Nebius insiders sold $136M as stock fell to $129

Four Nebius Group executives sold a combined $136 million in shares at $231 to $243 in early October, and the stock has since fallen to $129. Thursday…

IRTCBrief

iRhythm Plunges on Q3 Miss and Mobile Cardiac Telemetry Delay

iRhythm Holdings missed Q3 estimates and delayed its Zio MCT product launch, sending shares sharply lower; raised guidance signals management confiden…

FLUTAnalysis-14%

Flutter Insiders Cashed Out at $97.86; EBITDA Misses 14%

Flutter Entertainment missed Q3 EBITDA by 14%, reporting $360M against $417M consensus, and cut full-year guidance by 6%. Five company executives sold…

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