ADP Q1 FY2027 Earnings: Interest on Client and Corporate Funds Drove Half of Profit Growth
ADP Q1 FY2027 pre-tax earnings rose $147M, $75M of it from interest on client and corporate funds, while those holdings lost $855M pre-tax in OCI.
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Financial Analysis
Analyze financial data and metrics to evaluate business performance and health
Affirm Q1 FY2027 Earnings: Net Income Doubles to $164M as Credit-Loss Provisions Rise 59%
Affirm Q1 FY2027 net income doubled to $164M on 35% revenue growth, while its credit-loss provision rose 59% and the allowance reached 6.3% of loans.
Amazon Q3 2026: AWS Lifts Operating Income 61% as Free Cash Flow Turns Negative
Amazon's Q3 2026 operating income rose 61% on AWS's 39% growth, but $77.3B of capex drove free cash flow to about -$33.5B, funded by $48.1B of new debt.
AMD Q3 2026: Data Center Revenue Nearly Doubles as Free Cash Flow Falls to $554M
AMD's Q3 2026 revenue rose 45% to $13.4B on 97% Data Center growth, but a $4.9B inventory and receivables build cut free cash flow to $554M.
Apple FY2026 Earnings: Net Income Up 18%, Buybacks Down 5%, and Retained Earnings Back Above Zero
Apple's FY2026 net income rose 18% to $132.2B as buybacks fell 5%, leaving retained earnings at a $13.7B surplus — the first year-end above zero since 2021.
Coinbase Q3 2026: $719M Profit on Flat Revenue, 87% of Pre-Tax Income From Crypto Gains
Coinbase earned $719M in Q3 2026 on flat revenue: a $715M crypto mark-to-market gain drove the profit, while revenue fell 35% and operating income 87%.
Eli Lilly Q3 2026 Earnings: Revenue Up 39%, EPS Up 16% After a $4.2B Acquired R&D Charge
Eli Lilly's Q3 2026 revenue rose 39% to $24.4B but EPS only 16%: a $4.2B acquired IPR&D charge, bigger than any full year since 2021, absorbed the gain.
Estée Lauder Q1 FY2027 Earnings: Sales Up 7%, Operating Income Up 141%, Gross Margin Back to 75.7%
Estée Lauder Q1 FY2027 net earnings of $233M topped all of fiscal 2026 as gross margin returned to 75.7% and operating margin rose to 11.0% on sales up 7%.
Figma Q3 2026 Earnings: Revenue Up 43% as AI Hosting Costs Squeeze Gross Margin
Figma Q3 2026 revenue rose 43% to $391.4M, but AI hosting pushed cost of revenue up 27% in a quarter and non-GAAP gross margin fell to 82% from 86%.
Peloton Q1 FY2027 Earnings: A $96M Quarter Beats All of FY2026, With Help From Tariff Refunds
Peloton earned $96.2M in Q1 FY2027, more than all of fiscal 2026, as tariff refunds lifted gross margin to 61.3%. Its full-year margin guide did not move.
Seagate Q1 FY2027 Earnings: Revenue Up 61%, Cost of Revenue Up 13%, Gross Margin 57.3%
Seagate Q1 FY2027 revenue rose 61% to $4.23B while cost of revenue rose 13%, lifting gross margin to 57.3% and funding $1.26B of debt paydown.
Shopify Q3 2026: Operating Income Up 66% as Buybacks and Lending Drain Cash
Shopify's Q3 2026 revenue rose 32% and free cash flow hit $816M, yet $2.5B of buybacks and 71% more merchant lending cut cash and investments by $1.5B.