#earnings-results

#earnings-results

Q1 revenue hit $3.70 billion on 83,465 deliveries, up 98.3% year over year. The headline number is the margin profile: gross margin of 19.0% versus 7.6% a year ago, with vehicle margin of 18.8% marking a fourth consecutive sequential improvement. Operating discipline showed up too, with R&D down 40.7% and SG&A down 20.5% year over year.

To that end, we recently reduced the price of e.l.f.'s Halo Glow skin tint from $18 to $14. Initial test results show a 38% lift on Amazon and a 36% lift across all retailers, including a triple-digit sales lift on TikTok Shop. The planned price adjustments come as e.l.f. Beauty posted its fourth quarter earnings on Wednesday, and after the company raised prices in August by $1 across its product lineup to offset tariff-related costs.

Investors are watching USA Rare Earth ( NASDAQ:USAR) ahead of its Q1 2026 results, due today, May 13, a little after 4:00 PM EST. The integrated rare earth platform has transformed since its last report, and this earnings report is the first real look at the new operating shape.

Nexstar exceeded market expectations with a 14.38% EPS surprise and an 11.11% revenue surprise. The company's strong performance underscored its effective operational strategies and successful integration of Tegna's operations, contributing to the financial outperformance.

BMO Capital's Matador target increase to $65 from $60 came after a meeting with company management. The firm highlighted Matador's differentiated position in the Northern Delaware Core Acreage, strong operational execution, and above-average production growth as the primary reasons to stay positive.

Hasbro's Q4 result was not a mild beat. Revenue came in at $1.45 billion, up 31% year-over-year, beating estimates by over 14%. The engine behind it is Magic: The Gathering, which grew 141% in Q4 alone and nearly 60% for the full year. The Wizards of the Coast segment ran at a 46% operating margin for the full year, extraordinary for a consumer brand.

The enthusiasm comes as Micron delivered remarkable Q1 FY2026 results, with revenue climbing 56.7% year-over-year to $13.64 billion and net income soaring 175.4% to $5.24 billion. The company's 38.4% net profit margin is stunning. Operating cashflow reached $8.41 billion in the quarter. Attention intensified following comments from Nvidia's CEO about AI storage demand, which sent memory chip stocks surging across the board.

Thermo Fisher posted Q3 revenue of $11.12 billion, up 4.9% year over year, and delivered $5.79 in earnings per share against estimates of $5.50. That marked the company's 14th earnings beat in the last 16 quarters. The consistency reflects a diversified product portfolio across scientific instruments, reagents, and consumables serving research labs, hospitals, and biopharma customers. Danaher's Q3 was more complicated. Revenue reached $6.05 billion, up 4.4%, and the company beat estimates with $1.89 per share versus $1.72 consensus.

Compass Minerals reported a loss of $0.17 per share for Q4, beating the consensus estimate of a $0.23 loss by 25.7%. Revenue came in at $227.5 million, topping the $225.7 million estimate by 0.78%. More importantly, the quarter showed meaningful improvement versus the prior year. Net losses narrowed to $17.0 million from $48.3 million in Q4 FY2024, a 64.8% improvement. Revenue climbed 8.9% year over year from $208.8 million.

Make no mistake, Nvidia delivered a fantastic number, but let's not kid ourselves: expectations were heightened going into the quarter. Though Nvidia's figures signal that the ongoing AI revolution is still alive and well, the latest round of results lacked the awe factor that may now be needed to move the needle higher on a $4.25 trillion firm that the retail sector has been buying up aggressively in recent years.

"BP is much less interested in telling the public about the number of coffees it sells each year and is now focused on how much oil it can extract," Brooks said, poking at former CEO Bernard Looney.