Enpro's sales accelerated. How much growth came without acquisitions?
Enpro promised faster growth in both businesses. Our original-report comparison finds progress beyond semiconductor equipment, alongside stronger profit and cash.
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Earnings & Outlook
Quarterly results, changing forecasts and the operating trends behind company performance.
Xenia's hotel earnings outpaced sales. How broad is the recovery?
Xenia's hotel recovery reached nearly every market. Higher room rates and occupancy supported a stronger annual outlook and faster property earnings growth.
HNI raised its Steelcase savings target. Why did the earnings outlook hold?
HNI raised its mature Steelcase savings goal while holding annual adjusted EPS growth guidance. Our original forecast comparison follows stronger profit, softer volume and inflation.
CarMax plans earnings growth without lifting gross profit per car
CarMax pairs a new adjusted earnings growth target with steady retail profit per car. Our comparison separates new targets from older savings and financing plans.
Why Mercury's insurance profits fell as catastrophe losses eased
More premiums and fewer catastrophe losses did not prevent weaker underwriting. Mercury's original filings show how the claims trend reversed.
Bristow cut its government profit forecast. The group target held.
Bristow cut its government adjusted profit midpoint by a third while holding its companywide midpoint. Our comparison follows aircraft delays, acquired growth and cash.
LGI Homes closed more homes. Its net orders fell 61%.
LGI Homes narrowed its annual closing outlook. Our comparison shows quarterly net orders falling sharply despite stronger deliveries, profit and cash.
Horace Mann's profit target rose. Why did reported earnings barely move?
A 23% increase in Horace Mann's annual core forecast sits alongside nearly flat quarterly reported earnings. Our comparison tracks the investment swing and insurance gains.
Arista's record sales came with a $675 million inventory build
Arista beat its own sales forecast. Our quarter-by-quarter cash comparison tracks inventory and deferred-revenue adjustments behind the record sales.
Supermicro's sales surged. Why did operating cash stay negative?
Supermicro reported preliminary sales of $19.95 billion and a smaller operating cash outflow. Our comparison traces the complete operating-balance bridge.
Two Amgen drugs lost $758 million in sales. What filled the gap?
Prolia and Xgeva lost $758 million of quarterly sales. Our comparison finds 20% growth across other Amgen products, alongside a higher forecast and weaker quarterly cash.
Eaton beat its growth forecast. Where did the extra profit go?
Eaton's organic sales rose 19%, beating July's forecast. Our comparison follows the operating gains through higher corporate costs, earnings and cash investment.
Block raised its profit outlook. How does the proposed DOJ deal fit?
Block raised its profit forecast after beating its Q3 target. Our comparison tracks the upgrade and the proposed DOJ resolution carrying a $764 million net accrual.
Marathon Petroleum's profits surged. What changed at its refineries?
Marathon's refinery earnings jumped as costs per barrel barely changed. We trace cash growth and the new $5 billion buyback authority.
Revvity's lab business was shrinking. Now it's driving growth.
Life Sciences changed from reducing growth to supplying most of Revvity’s China-excluded sales increase. Our comparison tracks the recovery, earnings and cash.
AMD's sales hit a record. Why did free cash flow fall 64%?
AMD nearly doubled data-center sales as free cash flow fell. Our comparison traces the full operating-balance swing and the funding behind the next ramp.
QuidelOrtho's cash improved. Why launch another cost overhaul?
A new restructuring program follows repeated forecast cuts. Our cash comparison separates the latest operating improvement from lower capital spending.
Taco Bell's same-store sales fell. Why did Yum's profit jump?
Taco Bell's sales at established restaurants fell while a Pizza Hut sale gain lifted Yum's profit. Our comparison follows the slowdown in its remaining brands.