Alcoa Q3 2026 Earnings: The $483M Quarter That Pre-Funded a $3.1B Alumina Bet
Alcoa Q3 2026: $483M net income (+108%) on $3.7B revenue as $2.6B of new notes pre-fund the $3.1B AliGroup deal.
#financial-analysis
Financial Analysis
Analyze financial data and metrics to evaluate business performance and health
ASML Q3 2026 Earnings: €4.96B Profit on Record €11.7B Sales as Demand Outruns Supply Into 2028
ASML Q3 2026: €11.66B sales (+55%) at a 57.5% gross margin and €4.96B net income; planned 2027–2028 supply won't meet demand.
Goldman Sachs Q3 2026 Earnings: $17.01 EPS on Record Equities Financing as the Apple Card Saga Nears Its End
Goldman Sachs Q3 2026: $17.01 EPS (+39%) on $18.68B revenue (+23%) as equities trading surged 72% to $6.44B, with a $450M gift inside.
Netflix Q3 2026 Earnings: $12.87 Billion Revenue at a 34.6% Margin as a Record $4.80 Billion Buyback Reshapes the Balance Sheet
Netflix Q3 2026: $12.87B revenue (+11.8%) and $3.66B net income at 28.5% margin, with a record $4.80B buyback — tracked in a public Beancount ledger.
TSMC Q3 2026 Earnings: NT$763B Profit at a 51% Margin as 2nm Hits 8% of Wafer Revenue
TSMC Q3 2026: NT$763B net income (+69%) at a 51% margin on NT$1.49T revenue, with 2nm at 8% of wafer revenue.
ADP FY2026 Earnings: $21.9B Revenue, $4.4B Net Income and a $44B Client Float
ADP FY2026 revenue rose 7% to $21.9B and net earnings 8% to $4.4B, while $44B of client payroll funds earned $1.35B of interest.
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.
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.
PepsiCo Q3 2026 Earnings: $25.3 Billion Revenue, a $178 Million Tariff Refund and a Guidance Cut
PepsiCo's Q3 2026 core profit rose 3% only because of a $178M tariff refund; without it core profit fell about 1%, and EPS guidance was cut.