M
Macy's, Inc.
Macy's, Inc. (M) Earnings Review
Macy's, Inc. posted EPS of $0.40 versus the $0.37 consensus (a 8.72% surprise) on revenue of $4.87B; whether it changed the thesis depends on the…
Sep 14, 2026 · 5 min read
TGMCharts Research
Earnings reviews
Quarterly financial reviews anchored to TTM growth, margins, cash-flow conversion, and valuation context.
50 notes · 50 companies
Evidence base: 300 sourced chart exhibits, with claim-level links to the underlying TGMCharts metrics.
Earnings review
CHWY
Chewy, Inc.
Chewy, Inc. (CHWY) Earnings Review
Chewy, Inc. posted EPS of $0.43 versus the $0.43 consensus (a 0.79% surprise) on revenue of $3.33B; whether it changed the thesis depends on the…
Sep 11, 2026 · 5 min read
BF-B
Brown-Forman Corporation
Brown-Forman Corporation (BF-B) Earnings Review
Brown-Forman Corporation posted EPS of $0.38 versus the $0.37 consensus (a 3.10% surprise) on revenue of $911.0M; whether it changed the thesis…
Sep 10, 2026 · 5 min read
CASY
Casey's General Stores, Inc.
Casey's General Stores, Inc. (CASY) Earnings Review
Casey's General Stores, Inc. posted EPS of $7.37 versus the $6.82 consensus (a 8.09% surprise) on revenue of $5.68B; whether it changed the thesis…
Sep 9, 2026 · 5 min read
GME
GameStop Corp.
GameStop Corp. (GME) Earnings Review
GameStop Corp. posted EPS of $0.27 versus the $0.27 consensus (a 0.00% surprise) on revenue of $790.2M; whether it changed the thesis depends on the…
Sep 9, 2026 · 5 min read
ADSK
Autodesk, Inc.
Autodesk, Inc. (ADSK) Earnings Review
Autodesk, Inc. posted EPS of $3.30 versus the $3.12 consensus (a 5.64% surprise) on revenue of $2.05B; whether it changed the thesis depends on the…
Sep 7, 2026 · 5 min read
VEEV
Veeva Systems Inc.
Veeva Systems Inc. (VEEV) Earnings Review
Veeva Systems Inc. posted EPS of $2.35 versus the $2.22 consensus (a 5.77% surprise) on revenue of $928.0M; whether it changed the thesis depends on…
Sep 7, 2026 · 7 min read
BBY
Best Buy Co., Inc.
Best Buy Co., Inc. (BBY) Earnings Review
Best Buy Co., Inc. posted EPS of $1.47 versus the $1.38 consensus (a 6.53% surprise) on revenue of $9.78B; whether it changed the thesis depends on…
Sep 4, 2026 · 5 min read
CIEN
Ciena Corporation
Ciena Corporation (CIEN) Earnings Review
Ciena Corporation posted EPS of $2.11 versus the $1.73 consensus (a 22.14% surprise) on revenue of $1.67B; whether it changed the thesis depends on…
Sep 4, 2026 · 5 min read
CPB
Campbell Soup Company
Campbell Soup Company (CPB) Earnings Review
Campbell Soup Company posted EPS of $0.39 versus the $0.39 consensus (a 0.73% surprise) on revenue of $2.14B; whether it changed the thesis depends on…
Sep 4, 2026 · 5 min read
DOCU
DocuSign, Inc.
DocuSign, Inc. (DOCU) Earnings Review
DocuSign, Inc. posted EPS of $1.16 versus the $1.09 consensus (a 6.85% surprise) on revenue of $875.7M; whether it changed the thesis depends on the…
Sep 4, 2026 · 5 min read
LULU
Lululemon Athletica Inc.
Lululemon Athletica Inc. (LULU) Earnings Review
Lululemon Athletica Inc. posted EPS of $2.92 versus the $1.79 consensus (a 63.34% surprise) on revenue of $2.42B; whether it changed the thesis…
Sep 4, 2026 · 5 min read
ULTA
Ulta Beauty, Inc.
Ulta Beauty, Inc. (ULTA) Earnings Review
Ulta Beauty, Inc. posted EPS of $6.55 versus the $6.20 consensus (a 5.61% surprise) on revenue of $3.04B; whether it changed the thesis depends on the…
Sep 4, 2026 · 6 min read
WDAY
Workday, Inc.
Workday, Inc. (WDAY) Earnings Review
Workday, Inc. posted EPS of $2.75 versus the $2.61 consensus (a 5.27% surprise) on revenue of $2.65B; whether it changed the thesis depends on the…
Sep 4, 2026 · 5 min read
HPQ
HP Inc.
HP Inc. (HPQ) Earnings Review
HP Inc. posted EPS of $0.83 versus the $0.69 consensus (a 19.99% surprise) on revenue of $15.68B; whether it changed the thesis depends on the forward…
Sep 3, 2026 · 5 min read
NTAP
NetApp, Inc.
NetApp, Inc. (NTAP) Earnings Review
NetApp, Inc. posted EPS of $2.58 versus the $2.12 consensus (a 21.54% surprise) on revenue of $2.02B; whether it changed the thesis depends on the…
Sep 3, 2026 · 5 min read
CRDO
Credo Technology Group Holding Ltd
Credo Technology Group Holding Ltd (CRDO) Earnings Review
Credo Technology Group Holding Ltd posted EPS of $1.20 versus the $1.17 consensus (a 2.69% surprise) on revenue of $479.0M; whether it changed the…
Sep 2, 2026 · 5 min read
DELL
Dell Technologies Inc.
Dell Technologies Inc. (DELL) Earnings Review
Dell Technologies Inc. posted EPS of $7.04 versus the $4.92 consensus (a 43.14% surprise) on revenue of $46.97B; whether it changed the thesis depends…
Sep 2, 2026 · 5 min read
MDT
Medtronic plc
Medtronic plc (MDT) Earnings Review
Medtronic plc posted EPS of $1.45 versus the $1.39 consensus (a 4.51% surprise) on revenue of $9.76B; whether it changed the thesis depends on the…
Sep 1, 2026 · 5 min read
HEI
HEICO Corporation
HEICO Corporation (HEI) Earnings Review
HEICO Corporation posted EPS of $1.67 versus the $1.51 consensus (a 10.59% surprise) on revenue of $1.41B; whether it changed the thesis depends on…
Aug 30, 2026 · 7 min read
DG
Dollar General Corporation
Dollar General Corporation (DG) Earnings Review
Dollar General Corporation posted EPS of $2.48 versus the $2.01 consensus (a 23.53% surprise) on revenue of $11.29B; whether it changed the thesis…
Aug 29, 2026 · 5 min read
DKS
DICK'S Sporting Goods, Inc.
DICK'S Sporting Goods, Inc. (DKS) Earnings Review
DICK'S Sporting Goods, Inc. posted EPS of $3.53 versus the $3.76 consensus (a -6.16% surprise) on revenue of $5.59B; whether it changed the thesis…
Aug 29, 2026 · 5 min read
HRL
Hormel Foods Corporation
Hormel Foods Corporation (HRL) Earnings Review
Hormel Foods Corporation posted EPS of $0.37 versus the $0.35 consensus (a 4.64% surprise) on revenue of $2.96B; whether it changed the thesis depends…
Aug 29, 2026 · 5 min read
ANF
Abercrombie & Fitch Co.
Abercrombie & Fitch Co. (ANF) Earnings Review
Abercrombie & Fitch Co. posted EPS of $4.17 versus the $1.97 consensus (a 111.93% surprise) on revenue of $1.27B; whether it changed the thesis…
Aug 28, 2026 · 5 min read
GAP
The Gap, Inc.
The Gap, Inc. (GAP) Earnings Review
The Gap, Inc. posted EPS of $1.38 versus the $0.49 consensus (a 180.88% surprise) on revenue of $3.65B; whether it changed the thesis depends on the…
Aug 28, 2026 · 5 min read
KSS
Kohl's Corporation
Kohl's Corporation (KSS) Earnings Review
Kohl's Corporation posted EPS of $1.28 versus the $0.57 consensus (a 124.07% surprise) on revenue of $3.32B; whether it changed the thesis depends on…
Aug 28, 2026 · 5 min read
OKTA
Okta, Inc.
Okta, Inc. (OKTA) Earnings Review
Okta, Inc. posted EPS of $1.05 versus the $0.96 consensus (a 8.93% surprise) on revenue of $805.0M; whether it changed the thesis depends on the…
Aug 28, 2026 · 7 min read
A
Agilent Technologies, Inc.
Agilent Technologies, Inc. (A) Earnings Review
Agilent Technologies, Inc. posted EPS of $1.62 versus the $1.49 consensus (a 9.01% surprise) on revenue of $1.88B; whether it changed the thesis…
Aug 27, 2026 · 5 min read
BOX
Box, Inc.
Box, Inc. (BOX) Earnings Review
Box, Inc. posted EPS of $0.40 versus the $0.40 consensus (a 0.47% surprise) on revenue of $321.1M; whether it changed the thesis depends on the…
Aug 27, 2026 · 5 min read
NDSN
Nordson Corporation
Nordson Corporation (NDSN) Earnings Review
Nordson Corporation posted EPS of $3.25 versus the $3.09 consensus (a 5.03% surprise) on revenue of $817.7M; whether it changed the thesis depends on…
Aug 27, 2026 · 5 min read
P
Everpure, Inc.
Everpure, Inc. (P) Earnings Review
Everpure, Inc. posted EPS of $0.70 versus the $0.58 consensus (a 20.97% surprise) on revenue of $1.19B; whether it changed the thesis depends on the…
Aug 27, 2026 · 5 min read
SNPS
Synopsys, Inc.
Synopsys, Inc. (SNPS) Earnings Review
Synopsys, Inc. posted EPS of $3.91 versus the $3.67 consensus (a 6.44% surprise) on revenue of $2.48B; whether it changed the thesis depends on the…
Aug 27, 2026 · 5 min read
WSM
Williams-Sonoma, Inc.
Williams-Sonoma, Inc. (WSM) Earnings Review
Williams-Sonoma, Inc. posted EPS of $2.84 versus the $2.06 consensus (a 37.87% surprise) on revenue of $1.96B; whether it changed the thesis depends…
Aug 27, 2026 · 5 min read
HEI-A
HEICO Corporation
HEICO Corporation (HEI-A) Earnings Review
HEICO Corporation posted EPS of $1.67 versus the $1.52 consensus (a 9.87% surprise) on revenue of $1.41B; whether it changed the thesis depends on the…
Aug 26, 2026 · 5 min read
ZM
Zoom Communications, Inc.
Zoom Communications, Inc. (ZM) Earnings Review
Zoom Communications, Inc. posted EPS of $1.55 versus the $1.48 consensus (a 5.03% surprise) on revenue of $1.28B; whether it changed the thesis…
Aug 26, 2026 · 5 min read
CAH
Cardinal Health, Inc.
Cardinal Health, Inc. (CAH) Earnings Review
Cardinal Health, Inc. posted EPS of $2.60 versus the $2.42 consensus (a 7.41% surprise) on revenue of $63.67B; whether it changed the thesis depends…
Aug 24, 2026 · 5 min read
SFD
Smithfield Foods, Inc.
Smithfield Foods, Inc. (SFD) Earnings Review
Smithfield Foods, Inc. posted EPS of $0.62 versus the $0.60 consensus (a 3.97% surprise) on revenue of $3.70B; whether it changed the thesis depends…
Aug 24, 2026 · 5 min read
TGT
Target Corporation
Target Corporation (TGT) Earnings Review
Target Corporation posted EPS of $4.11 versus the $2.34 consensus (a 75.83% surprise) on revenue of $26.54B; whether it changed the thesis depends on…
Aug 24, 2026 · 5 min read
ENS
EnerSys
EnerSys (ENS) Earnings Review
EnerSys posted EPS of $3.66 versus the $2.83 consensus (a 29.51% surprise) on revenue of $935.6M; whether it changed the thesis depends on the forward…
Aug 23, 2026 · 5 min read
LOW
Lowe's Companies, Inc.
Lowe's Companies, Inc. (LOW) Earnings Review
Lowe's Companies, Inc. posted EPS of $4.40 versus the $4.22 consensus (a 4.19% surprise) on revenue of $25.96B; whether it changed the thesis depends…
Aug 23, 2026 · 5 min read
UPWK
Upwork Inc.
Upwork Inc. (UPWK) Earnings Review
Upwork Inc. posted EPS of $0.41 versus the $0.34 consensus (a 19.75% surprise) on revenue of $191.7M; whether it changed the thesis depends on the…
Aug 23, 2026 · 5 min read
ROST
Ross Stores, Inc.
Ross Stores, Inc. (ROST) Earnings Review
Ross Stores, Inc. delivered an EPS of $2.66 which exceeded the consensus target of $1.95 by 36.74%, alongside quarterly revenue of $6.26B that…
Aug 22, 2026 · 7 min read
TECH
Bio-Techne Corporation
Bio-Techne Corporation (TECH) Earnings Review
Bio-Techne Corporation posted EPS of $0.52 versus the $0.52 consensus (a 0.13% surprise) on revenue of $321.2M; whether it changed the thesis depends…
Aug 22, 2026 · 5 min read
UI
Ubiquiti Inc.
Ubiquiti Inc. (UI) Earnings Review
Ubiquiti Inc. posted EPS of $4.73 versus the $4.03 consensus (a 17.28% surprise) on revenue of $937.3M; whether it changed the thesis depends on the…
Aug 22, 2026 · 6 min read
BKE
The Buckle, Inc.
The Buckle, Inc. (BKE) Earnings Review
The Buckle, Inc. posted EPS of $0.87 versus the $0.81 consensus (a 7.38% surprise) on revenue of $319.8M; whether it changed the thesis depends on the…
Aug 21, 2026 · 5 min read
DE
Deere & Company
Deere & Company (DE) Earnings Review
Deere & Company posted EPS of $5.10 versus the $4.71 consensus (a 8.30% surprise) on revenue of $12.61B; whether it changed the thesis depends on the…
Aug 21, 2026 · 5 min read
JKHY
Jack Henry & Associates, Inc.
Jack Henry & Associates, Inc. (JKHY) Earnings Review
Jack Henry & Associates, Inc. posted EPS of $1.53 versus the $1.44 consensus (a 6.40% surprise) on revenue of $644.0M; whether it changed the thesis…
Aug 21, 2026 · 5 min read
KEYS
Keysight Technologies, Inc.
Keysight Technologies, Inc. (KEYS) Earnings Review
Keysight Technologies, Inc. posted EPS of $3.07 versus the $2.48 consensus (a 23.69% surprise) on revenue of $1.85B; whether it changed the thesis…
Aug 21, 2026 · 5 min read
AMAT
Applied Materials, Inc.
Applied Materials, Inc. (AMAT) Earnings Review
Applied Materials, Inc. posted EPS of $3.50 versus the $3.39 consensus (a 3.11% surprise) on revenue of $9.12B; whether it changed the thesis depends…
Aug 20, 2026 · 5 min read
CAVA
CAVA Group, Inc.
CAVA Group, Inc. (CAVA) Earnings Review
CAVA Group, Inc. posted EPS of $0.19 versus the $0.18 consensus (a 2.88% surprise) on revenue of $368.4M; whether it changed the thesis depends on the…
Aug 20, 2026 · 5 min read
Topic FAQ
Do quarterly reviews use news?
No. They use stored TGMCharts fundamentals and avoid unsupported event or causal claims.
When do quarterly reviews become stale?
A note is corrected or withdrawn when the growth, margin, cash-flow, or valuation data behind it no longer supports it.