The earnings beat came with revenue missing expectations, and shares reversed after hours. SaaS revenue grew 21.2%, so the growth engine is intact even with the top line short of estimates.
A 6.67% jump off the $165.96 open to $177.03 adds roughly $3.5 billion of value to a $56.1 billion aerospace name in a single session. Moves this wide are rare for a stock this size, so keep an eye on whether it holds into the next open.
A 5.69% jump is an outsized day for a chipmaker this size, and it lands right after the Q3 2026 earnings filing hit EDGAR. Watch whether the move holds once the full outlook gets digested.
Adjusted EPS came in short of expectations despite a revenue beat, as fuel expense jumped 61%. Grain revenue rose 29% on record volumes, and management still says it meets its 2026 commitments.
A second straight quarter of casualty reserve strengthening, roughly $600 million gross this time, pushed Everest Group to an underwriting loss and EPS missing expectations even as revenue beat. Management is leaning on buybacks to defend the stock.
Domestic Private Client Group net new assets hit $98 billion for the fiscal year, and that recruiting haul is what powered the earnings beat. Management enters fiscal 2027 with record client assets.
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Revenue missed expectations as wet weather cut cement volumes 4.2%, and oil-driven freight costs took $97 million out of EBITDA despite the EPS beat. Management also pushed Building Envelope price-cost positivity into 2027.
Data center site work turned Sterling into a different company: combined backlog reached $6.14 billion, up 78%. Both EPS and revenue beat expectations, the fifth straight quarterly EPS beat.
AFFO per share came in missing expectations, with the shortfall driven by share issuance tied to the Golden Entertainment and Gamehost deals rather than softer rent. Management still raised full-year AFFO guidance to $2.47 to $2.48 per share.
Las Vegas Strip room rates fell 8%, dragging MGM Resorts to a quarterly loss that missed expectations while revenue landed in line. Macau strength and a narrowing digital loss were not enough to offset it, and management says October rates have already rebounded.
Management cut the full-year GAAP EPS outlook to $3.61 to $3.73, down from as much as $4.20, as new lease pricing runs negative. The CEO says October blended pricing finally accelerated, so the recovery case now rests on 2027.
The first adjusted EPS miss in six quarters came as acquisition costs compressed GAAP operating margin to 9.5% from 17%. Revenue still edged past consensus and management raised its 2026 AI net new ACV target to $1.70 billion.