๐ Earnings Call Coverage
Recent recaps. Upcoming dates.
AI-synthesised summaries of recent earnings results, plus the calendar of upcoming reports across all 14 markets we cover. Every recap cites its sources.
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๐ Recent earnings recaps
18 recapsQ4 Earnings Roundup: Thor Industries Posts $0.78 EPS as AutoZone Revenue Reaches $6.6 Billion
Thor Industries Q4 EPS of $0.78 beats estimates as RV demand stabilises into fiscal year-end
Sep 23, 2026
MillerKnoll (MLKN) Q1 Earnings Beat Expectations Despite Commercial Furniture Headwinds
MillerKnoll Q1 EPS of $0.38 beats consensus as disciplined cost control offsets soft demand
Sep 23, 2026
Remgro FY2026 Earnings Highlight Conglomerate Portfolio Performance Across Healthcare and Food
Remgro Ltd reported FY2026 earnings call highlights, with diversified subsidiary performance across healthcare and food determining headline earnings and NAV discount dynamics for Frankfurt-listed investors.
Sep 22, 2026
Ennis Inc EBF Valuation Reassessed After Q2 EPS Miss Highlights Print Margin Pressure
Ennis Inc reported a Q2 EPS miss, prompting a valuation review as digital substitution continues to compress margins in the business forms and commercial printing sector.
Sep 22, 2026
eBay Among Three US Dividend Growth Stocks to Buy in September for Income and Earnings Quality
Three US dividend growth stocks identified as September buying opportunities for above-average yield and payout growth
Sep 21, 2026
Southwest Airlines Buy Rating: Transformation Could Add $2B+ EBIT Despite Oil Shock Headwind
Seeking Alpha issues buy rating on Southwest Airlines (LUV) despite oil shock headwinds
Sep 21, 2026
First Majestic Silver Sets 2026 Production Growth Path After Successful Gatos Acquisition Integration
First Majestic Silver targets continued production growth in 2026 following successful Gatos Silver acquisition integration
Sep 21, 2026
Brown & Brown Acquisitions Drive EPS Growth With 26% Upside to $90 Fair Value โ SeekingAlpha
Brown & Brown (BRO) carries a buy rating with SeekingAlpha citing accretive M&A and consistent EPS and dividend growth.
Sep 20, 2026
Boeing Selloff After CEO Warning Called 'Overreaction' by BofA Analysts Who Maintain $270 Target
Boeing stock plunged after the CEO issued a warning โ the specific nature of which is not detailed in the source โ prompting Bank of America analysts to call the selloff an 'overreaction'.
Sep 19, 2026
Micron Still 22% Below All-Time High Heading Into Earnings โ Why Analysts See a Buying Window
Micron 22% below ATH heading into earnings as analysts see HBM demand recovery as the re-rating catalyst
Sep 19, 2026
AeroVironment Rated Buy at $218โ$225 as Market Overprices Acquisition Risk
SeekingAlpha rates AVAV Buy with $218โ$225 target on 26% organic growth
Sep 19, 2026
Micron's $2.75B India Plant Ships First AI Memory Chips Ahead of 2027 Production Ramp
Micron's $2.75 billion India semiconductor facility has begun shipping memory chips ahead of schedule
Sep 18, 2026
LuxExperience Q2 Revenue Surges but Valuation Premium Draws Caution as Fed Rate Bets Drive 10.8% Pre-Market Pop
LuxExperience (LUXE) Q2 revenue surged while valuation signals caution โ the classic growth-vs-price tension
Sep 17, 2026
J.B. Hunt Stock Drops 10% on Q3 Earnings Warning; Freight Demand Signal Flashes Bearish
J.B. Hunt (JBHT) stock plunged more than 10% after warning Q3 earnings will fall 5% to 10%
Sep 17, 2026
Microsoft Reaches Critical Technical Level Following Post-Earnings Surge
Microsoft shares reached a technically significant pivot level post-earnings, with Azure AI growth and Copilot monetization driving institutional accumulation and options call positioning.
Sep 16, 2026
Arm Holdings Surges as Data Center Royalties Double Despite AI Sector Selloff Testing Its Premium Valuation
Arm Holdings (ARM) stock surged despite the broader AI sector selloff as data center royalty revenue is reportedly doubling
Sep 16, 2026
TSMC and Texas Instruments See Strong AI Chip Demand Surge in First Eagle Fund Q2 2026 Portfolio Commentary
Taiwan Semiconductor (TSMC/TSE:2330) is highlighted as a leading AI chip manufacturer benefiting from surging demand for advanced nodes and HPC applications
Sep 16, 2026
Dell Technologies Stock Hits New All-Time High Driven by AI Server Demand โ But Is the Premium Justified?
Dell Technologies stock reached a new all-time high, driven by strong demand for its AI server infrastructure products
Sep 16, 2026
๐ Reporting next 14 days
Full calendar โAGSS
Wed, Sep 23
ASTC
Wed, Sep 23
CBRL
Wed, Sep 23
CLRC
Wed, Sep 23
CTAS
Wed, Sep 23
FUL
Wed, Sep 23
GLNS
Wed, Sep 23
MANU
Wed, Sep 23
MGLD
Wed, Sep 23
NAII
Wed, Sep 23
PAYX
Wed, Sep 23
RAVE
Wed, Sep 23
How earnings call coverage works
When a company reports earnings, our editorial system synthesises the announcement, management commentary, analyst reactions, and price movement into a structured recap with sentiment indicators and source citations. Recaps are written by the desk editor whose beat covers the company (e.g., banking earnings โ Sarah Williams, Asia tech โ Anjali Mehta). Read the methodology for our full process.