What is earnings season?

The period of several weeks after each calendar quarter ends when most public companies report results. Because so many companies report in a compressed window, earnings season is when the market’s view of the economy and individual sectors gets reset.

Why can a stock fall after beating estimates?

Because the price already reflected expectations, and what moves it is the gap between the result and what investors privately assumed, plus what the company says about the next quarter. Guidance, margins, and one line in the outlook often matter more than the headline number.

What should readers look at beyond earnings per share?

Revenue growth and whether it is accelerating, margins, cash flow, guidance for the coming period, and any change in capital spending or buybacks. For most companies, one or two of these are the real story and the headline per-share figure is the least informative number in the release.

Topic · Gokhshtein Media

Earnings

Quarterly results, guidance, and the numbers that reprice the biggest companies in the market

30 stories · Updated 2h ago

Four times a year, companies open their books and the market decides what it believes. This hub collects the Markets desk’s earnings coverage: the results, the guidance that matters more than the results, the reactions, and the read-through from one company’s quarter to its entire sector.

Coverage led by The Markets Desk

The basics · reviewed September 25, 2026

What is earnings season?: The period of several weeks after each calendar quarter ends when most public companies report results. Because so many companies report in a compressed window, earnings season is when the market’s view of the economy and individual sectors gets reset.
Why can a stock fall after beating estimates?: Because the price already reflected expectations, and what moves it is the gap between the result and what investors privately assumed, plus what the company says about the next quarter. Guidance, margins, and one line in the outlook often matter more than the headline number.
What should readers look at beyond earnings per share?: Revenue growth and whether it is accelerating, margins, cash flow, guidance for the coming period, and any change in capital spending or buybacks. For most companies, one or two of these are the real story and the headline per-share figure is the least informative number in the release.

Terms to know

13F filing 401(k)Activist investor Adjusted EBITDA After-hours trading All-time high Alpha Analyst rating Antitrust review Backlog Bankruptcy (Chapter 7)Bear market Beat and raise Beta Full glossary →

Research & Analysis

Toyota Stock Rallies on Guidance Cut — Repricing Suggests Worse Already Priced In

Toyota shares gained Thursday despite lowering annual sales forecast, signaling investors had expected steeper declines and viewed revised guidance as a stabilizing floor.

Earnings

Toyota Stock Rallies on Guidance Cut — Repricing Suggests Worse Already Priced In

Maersk Raises EBIT Guidance 31% to $8.5B on Container Rate Strength

Snap Hits 30M Paid Subscribers but Misses Ad Revenue and User Growth

Broadcom's AI Revenue Surge Dwarfs Marvell's $115B Lumentum Bet

Jabil's Earnings Report Is the Near-Term Catalyst; Stock Offers Value at 15.4x Forward P/E

Figs Stock Surges 54% on Short Squeeze, Q3 Earnings Must Prove It's Earned a 68x Multiple

Snap Misses User Growth as Revenue Meets Expectations, Shares Drop 9%

Marvell Put Bet Shows Deal Skepticism Ahead of Dec. 1 Earnings

Treasury Revises Debt Guidance, Changing 2025 Auction Calendar

Circle's Core Revenue Falls 8% Despite $13.9T USDC Volume as Stablecoin Share Slides to 27%

Bitcoin Tests Support as Short-Term Holder Profit Falls to 38%

Circle Q3 Revenue Hits $865M on USDC Volume Surge, ARC Presale Nets $182M

Kraft Heinz Beats Q3, Raises FY Guidance on Coffee Divestment

Circle's Q3 Revenue Jumps 17% as USDC On-Chain Volume Hits $13.9 Trillion

Apple Shares Fall on Margin Guidance Miss and Slowing Services Growth

Lennar Faces Earnings Cliff: Strong Sell Rating, Valuation Disconnect

PagSeguro Digital Trades at Half the Industry P/E—Catalyst Watch for Nov. 16 Earnings

Booking Holdings Misses Revenue But Crushes EBITDA: Take-Rate Compression Masks Operational Strength

Top DeFi Protocols Generate Revenue Across Trading, Lending, Staking

Oil Decline, Strong Earnings Flatten India's Long-End Curve

Ford Trades at 7x Forward Earnings With 4.9% Yield—A Buy at $12.25

Oracle's $10B Stock Sale Sets Support at $116; Watch December Earnings for AI Deployment Details

AMD's 26% Rout Masks Perfect Earnings Record: Buying Opportunity?

AeroVironment Stock Slides on Valuation Pressure Ahead of Earnings

Anthropic's 1,127% Revenue Growth Widens AI Winner-Loser Gap

Palantir's Commercial Revenue Doubles: What the 148% US Growth Really Means

Palantir's Q3 Earnings Test: JPMorgan Sets $262 Target as AI Durability Question Approaches

Apple's Earnings Test: Can Ternus Defend Margins Against Memory Cost Surge

Cameco Shares Fall 7.9% on Margin Collapse and Guidance Cut

Nvidia Q3 Earnings Could Justify $5T Valuation—Here's What Matters