Circle Q3 2026 Earnings: Revenue Up 17%, but Without the ARC Token Sale It Fell 8%
Circle Q3 2026 revenue rose 17% to $865M, but $181.8M was one ARC token presale; reserve income fell 7.5% as the reserve yield dropped to 3.5%.
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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%.
Novo Nordisk Q3 2026 Earnings: Sales Up 4%, Reported Profit Down 16% on DKK 8.7B of Write-Downs
Novo Nordisk Q3 2026 sales rose 4% at CER to DKK 79.2B, but DKK 8.7B of impairments, including on its factory network, cut net profit 16% to DKK 16.7B.
Palantir Q3 2026 Earnings: Revenue Up 96%, but New Bookings Grew Just 6%
Palantir Q3 2026 revenue rose 96% to $2.31B, $149M above its own guidance, while closed contract value rose 6% and U.S. commercial deal value rose 4% from June.
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.
Robinhood Q3 2026 Earnings: Record Revenue, but Securities Lending Swung From $87M of Revenue to a Loss
Robinhood Q3 2026 revenue rose 12% to a record $1.42B, but net income fell 14% to $476M as securities lending swung to a loss and fund marks hit other income.
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.
Starbucks FY2026 Earnings: Profit Up 36% as China Licensing Shrinks the Balance Sheet 11%
Starbucks FY2026 net income rose 36% to $2.5B on 2% revenue growth, while licensing out China stores cut total assets 11% and goodwill by $2.1B.