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Earnings

CarMax (NYSE:KMX) Beats Q4 CY2025 Sales Expectations

Used automotive vehicle retailer Carmax (NYSE:KMX) reported Q4 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 6.9% year on year to $5.79 billion. Its GAAP profit of $0.43 per share was 36.1% above analysts’ consensus estimates.

Dec 18, 2025
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Earnings

Accenture’s (NYSE:ACN) Q4 CY2025 Sales Beat Estimates

Global professional services company Accenture (NYSE:ACN) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 6% year on year to $18.74 billion. The company expects next quarter’s revenue to be around $17.68 billion, close to analysts’ estimates. Its non-GAAP profit of $3.94 per share was 5.9% above analysts’ consensus estimates.

Dec 18, 2025
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Pre-Earnings

Winnebago Earnings: What To Look For From WGO

RV Manufacturer Winnebago (NYSE:WGO) will be reporting earnings tomorrow before market open. Here’s what you need to know.

Dec 18, 2025
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Earnings Call

MU Q4 Deep Dive: AI-Driven Demand Tightens Memory Supply, Spurs Strategic Capacity Expansion

Memory chips maker Micron (NYSE:MU) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 56.7% year on year to $13.64 billion. On top of that, next quarter’s revenue guidance ($18.7 billion at the midpoint) was surprisingly good and 29.3% above what analysts were expecting. Its non-GAAP profit of $4.78 per share was 20.7% above analysts’ consensus estimates.

Dec 18, 2025
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Earnings Call

GIS Q4 Deep Dive: Volumes Remain Under Pressure Despite Pricing Actions and New Launches

Packaged foods company General Mills (NYSE:GIS) beat Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 7.2% year on year to $4.86 billion. Its non-GAAP profit of $1.10 per share was 7.1% above analysts’ consensus estimates.

Dec 18, 2025
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Earnings Call

MLKN Q4 Deep Dive: Retail Expansion and Consistent Order Growth Drive Optimism

Office furniture manufacturer MillerKnoll (NASDAQ:MLKN) reported revenue ahead of Wall Streets expectations in Q4 CY2025, but sales fell by 1.6% year on year to $955.2 million. On top of that, next quarter’s revenue guidance ($943 million at the midpoint) was surprisingly good and 3.7% above what analysts were expecting. Its non-GAAP profit of $0.43 per share was 7.5% above analysts’ consensus estimates.

Dec 18, 2025
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Earnings Call

5 Insightful Analyst Questions From Broadcom’s Q3 Earnings Call

Broadcom’s third quarter results exceeded Wall Street’s expectations for both revenue and non-GAAP earnings, but the market reacted negatively to the print. Management attributed the quarter’s performance to accelerating demand for AI semiconductors and continued growth in its infrastructure software segment. CEO Hock Tan highlighted that AI semiconductor revenue rose sharply, supported by major orders for custom accelerators and AI data center components. He also noted, “We have never seen bookings of the nature that we have seen over the past three months.” Meanwhile, infrastructure software benefited from strong VMware Cloud Foundation adoption, driving robust contract bookings and expanding the company’s software backlog.

Dec 18, 2025
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Earnings Call

JBL Q4 Deep Dive: Data Center and AI Demand Drive Broad-Based Growth

Electronics manufacturing services provider Jabil (NYSE:JBL) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 18.7% year on year to $8.31 billion. Guidance for next quarter’s revenue was optimistic at $7.75 billion at the midpoint, 2.6% above analysts’ estimates. Its non-GAAP profit of $2.85 per share was 4.4% above analysts’ consensus estimates.

Dec 18, 2025
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Earnings Call

The 5 Most Interesting Analyst Questions From Lululemon’s Q3 Earnings Call

Lululemon’s third quarter was met with a strong positive market reaction, reflecting investor confidence in its underlying business trends. Management attributed the outperformance to robust international growth, particularly in China, where revenue climbed sharply. CEO Calvin McDonald highlighted the company’s continued success in broadening its product pipeline and expanding its global footprint, stating, “We have broadened our global reach from 18 to over 30 geographies and grown the company's China Mainland business into our second largest market.” Despite some softness in North America, the company credited technical innovation and strong outerwear demand for supporting performance activities.

Dec 18, 2025
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Earnings Call

ABM Q3 CY2025 Deep Dive: Revenue Beats Estimates as Strategic Acquisition Expands Semiconductor Reach

Facility services provider ABM Industries (NYSE:ABM) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 5.4% year on year to $2.30 billion. Its non-GAAP profit of $0.88 per share was 19% below analysts’ consensus estimates.

Dec 18, 2025