H&R Block FY2026 Earnings: The $736M Tax Machine That Books 61% of Revenue in One Quarter
H&R Block FY2026: $736.3M net income (+20.8%) on $3.95B revenue, flattered by an $84.1M IRS settlement; adjusted EPS up 13.9% to $5.31.
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Jefferies Q3 2026: Record $818M Advisory Inside $2.22B of Net Revenues — and a Profit Revised Up
Jefferies Q3 FY2026: record $817.8M advisory (+25%) and $626.2M equities (+29%) in $2.22B net revenues; the 10-Q revised net income up $24.2M on a tax benefit.
JPMorgan Chase Q3 2026 Earnings: The $5.57 Miss, a $664 Million Buyback, and a Raised Outlook
JPMorgan Q3 2026: $5.57 EPS missed on $50.2B revenue as buybacks fell to $664M — but NII rose 13% and the 2026 guide went to $106.2B.
Lam Research FY2026: The $23.2B Machine That Etches Every AI Chip
Lam Research FY2026: revenue +26% to $23.2B at a 35.3% operating margin, and an $8.10B September guide on foundry demand.
Peloton FY2026 Earnings: The First Profit After $4.8B of Losses
Peloton FY2026: $63.2M net income — its first profitable year — on $2.446B revenue (−1.8%), earned by cutting opex 67% from FY2022.
Seagate FY2026 Earnings: $12.2B Revenue and a 52.3% Q4 Gross Margin as AI Data Centers Pay for Storage
Seagate's FY2026 revenue grew 34% to $12.2B with Q4 gross margin at 52.3% on AI data-center demand; net income more than doubled to $3.2B.
Delta Air Lines Q3 2026 Earnings: Record $20.2B Revenue, Net Income Down 47% on a $4.4B Fuel Bill
Delta's Q3 2026 revenue hit a record $20.2B, but net income fell 47% to $756M as fuel rose 69%; full-year EPS guidance was cut to $5.10–$5.60.
Conagra Q1 FY2027 Earnings: EPS Up 6% on Falling Sales, and a Flour Mill Is Why
Conagra's Q1 FY2027 EPS rose 5.9% to $0.36 while sales fell 1.4% and volume 2.1%. Lower overhead and a flour-mill joint venture, not food, drove the gain.
Constellation Brands Q2 FY2027 Earnings: Beer Makes 94% of Sales and All the Profit
Constellation Brands' Q2 FY2027 net sales rose 6% to $2.63B and EPS rose 25% to $3.32. Beer earned $964M at a 39.0% margin; wine and spirits earned $6M.
Lamb Weston Q1 FY2027 Earnings: Sales Up 1%, Profit Down 55% as Plants Close
Lamb Weston's Q1 FY2027 net sales rose 1% to $1.67B while net income fell 55% to $29.1M. Plant-closure and legal charges put $51M into cost of sales.
Dollar Tree Q2 FY2026 Earnings: A $369M Tariff Refund Behind a $690M Quarter
Dollar Tree's Q2 FY2026 operating income hit $690.1M, but $368.7M of IEEPA tariff refunds drove 755 of the 850 bp gross-margin gain; comps rose 3.7%.
Cal-Maine Q1 FY2027: Eggs Fall 59%, $199M Profit Turns to $59M Loss
Cal-Maine's conventional egg price fell 59.3% in Q1 FY2027, turning $199.3M of profit into a $58.6M loss. Five years of filings show the full commodity cycle.