Harmonic's sales surge reaches beyond its two key customers
Harmonic beat its Q3 sales forecast as customers beyond two key accounts supplied all net sequential growth. We compare the customer shift, new orders and higher outlook.
Ticker Byline
Earnings & Outlook · Page 4
Page 4. Quarterly results, changing forecasts and the operating trends behind company performance.
Tennant's robotics revenue jumps 71%. What holds back margins?
Tennant's robotics revenue jumped 71% in Q3. We separate the tariff-refund benefit from the margin recovery and compare the unchanged annual profit target.
Ichor beat its earnings forecast. Why did cash fall $43 million?
Ichor's Q3 earnings exceeded its own forecast while cash fell $43 million. We compare the profit improvement, inventory build and earlier share sale.
Roku's ads drove 92% of gross profit growth. Why so much?
Roku's advertising and subscriptions grew at similar rates in Q3. A segment comparison shows why ads supplied almost all the increase in total gross profit.
Cabot's rubber materials business sold more but earned 27% less
Cabot's Reinforcement Materials volumes rose 5% in fiscal Q4 while segment profit fell. We compare the specialty recovery, earlier targets and 2027 outlook.
Sabra's rent revenue rose $18 million. One payment drove over half.
A deferred rent receipt supplied about 57% of Sabra's Q3 rental revenue increase. We compare AFFO, normalized earnings and the changed annual outlook.
Spire wants higher rates. What happens when customers use less gas?
Spire Missouri seeks about $171 million of net new annual revenue after nearly $808 million of investment since its last rate case. We examine the proposal.
Valaris's rigs recover, but equipment spending tops operating cash by $54 million
Valaris delivered promised drillship starts and improved sequential results. Our calculation shows cash from operations still trailing capital spending by $54 million.
BWXT lifts its 2027 profit outlook. What is holding back cash?
BWXT raised its preliminary 2027 earnings outlook, while cash growth is expected to remain modest. We trace working capital, spending and the medical sale.
Neurocrine raises Ingrezza’s target. What does Q4 still need to deliver?
Neurocrine raised its Ingrezza sales target and lowered its selling expense forecast. We calculate the Q4 requirement and compare two full quarters of Vykat sales.
Jazz's $754 million research charge still counts in adjusted earnings
Jazz raised its sales outlook, but Actio’s $754 million research expense remains in adjusted earnings. Our comparison traces the cash cost and implied fourth-quarter sales.
Why Advanced Energy's sales boom is tying up more cash
Advanced Energy beat its sales and earnings forecasts, while inventory and investment absorbed cash. Our comparison traces the nine-month cash flow and debt refinancing.
Earnings & Outlook · CRBG · EQH
Corebridge's adjusted profit grew 5%. Why did each share earn 27% more?
Corebridge’s operating earnings per share rose 27%, while adjusted profit grew 5%. Our comparison traces share counts and special items ahead of the Equitable merger.
Allison's truck rebound is bringing in cash. Where is it going?
Allison’s truck rebound is lifting cash flow after a $2.6 billion acquisition. Our comparison tests the recovery and traces the higher annual cash forecast.
BioMarin tops $1 billion in sales. Why is its earnings target falling?
BioMarin reached its first billion-dollar sales quarter, then cut its annual earnings forecast. Our comparison traces research costs, acquired revenue and order timing.
Fabrinet's sales jumped 51%. Cash from operations fell 79%.
Fabrinet's sales rose 51%, while operating cash flow fell 79%. Our analysis traces inventory, investment funding and the gap between reported and adjusted earnings.
How much of Entergy's earnings jump came from the weather?
Entergy raised its annual earnings floor after a strong quarter. Our comparison measures weather’s contribution and examines demand and financing costs.
PSEG's $246 million profit drop hasn't changed its earnings target
PSEG kept its annual adjusted earnings target despite a sharp decline in reported profit. Our comparison explains the accounting swing and utility funding pressure.