Reports

Costco delivered a robust third quarter, with revenue reaching $63.21 billion and net income of $1.90 billion, supported by significant e-commerce growth and strong comparable sales across regions.

• Revenue rose to $63.21 billion, up from $58.52 billion a year ago.
• Net income increased to $1.90 billion, with EPS at $4.28.

Royal Bank of Canada delivered strong financial results for Q2 2025, with net income rising to C$4.4 billion and adjusted EPS reaching C$3.12. The integration of HSBC Canada contributed significantly, despite a notable increase in provisions for credit losses driven by macroeconomic uncertainty.

• Net income reached C$4.4 billion, up C$400 million YoY.
• Adjusted EPS was C$3.12, up from C$2.92 last year.

Dell delivered $23.4B in revenue and generated $2.8B in operating cash flow, with notable growth in AI server orders and ISG revenue.

• Revenue reached $23.4B, up from $22.2B in Q1 FY25.
• Net income was $965M, slightly down from the prior year.

CIBC posted solid Q2 2025 results with higher revenues and profits across all business segments, driven by growth in Capital Markets and continued strength in Canadian operations. Despite a quarter-over-quarter decline, the bank remains financially resilient with stable capital ratios.

• Revenue increased to $7.02 billion, up from $6.16 billion in Q2 2024.
• Net income reached $2.007 billion, a 15% year-over-year increase.

Marvell Technology delivered a robust Q1 FY2026 with record-breaking revenue and solid profitability, significantly boosted by AI-related custom silicon demand in the data center segment.

• Achieved record revenue of $1.895 billion in Q1 FY2026.
• GAAP Net Income reached $177.9 million; Adj. EPS was $0.62.

Zscaler grew revenue by 23% to $678 million in Q3 FY25 but posted a GAAP net loss of $4.1 million. Non-GAAP earnings were strong, and free cash flow remained solid, signaling continued momentum in Zero Trust adoption and AI-focused security innovation.

• Revenue reached $678 million, up from $553.2 million last year.
• GAAP net income turned to a loss of $4.1 million versus $19.1 million profit last year.

NetApp delivered a strong Q4 with revenue of $1.73B and net income of $340M. Both GAAP and non-GAAP EPS exceeded prior year figures, driven by strong cloud performance and strategic portfolio updates.

• Q4 revenue reached $1.73 billion, up from $1.67 billion YoY.
• Net income rose to $340 million from $291 million last year.

In Q1 2025, Li Auto achieved $3.57 billion in revenue and $89 million in net income. Margins remained healthy, and vehicle deliveries increased year-over-year despite a seasonal dip in operations and free cash flow.

• Revenue reached $3.57 billion, with steady YoY growth.
• Net income rose to $89.1 million, up 9.4% YoY.

Ulta Beauty delivered stronger-than-expected results in Q1 FY25, with increases in revenue and EPS. The company saw improved comparable sales and announced an upward revision of its full-year EPS guidance.

• Revenue rose to $2.85 billion, driven by increased comparable sales and new store contributions.
• Diluted EPS climbed to $6.70, supported by operational efficiency.

Burlington superó sus propias expectativas en margen EBIT ajustado y EPS ajustado, a pesar de ventas comparables planas y un entorno comercial desafiante debido a los aranceles.

• Ingresos totales aumentaron 6% interanual hasta alcanzar $2.5 mil millones.
• EPS ajustado creció 18% hasta $1.60, superando la guía.

Hormel Foods reported net sales of $2.90 billion for the second quarter of fiscal 2025, a 0.4% increase year-over-year. Diluted earnings per share were $0.33, down from $0.34 in the prior year. Adjusted diluted earnings per share were $0.35. The company narrowed its fiscal 2025 net sales and earnings outlook.

• Net sales for the second quarter were $2.90 billion, a 0.4% increase compared to the prior year.
• Diluted earnings per share for the second quarter were $0.33, a decrease from $0.34 in the same period last year.

Best Buy delivered in-line revenue and stronger-than-expected adjusted operating income in Q1 FY26, despite a slight decline in comparable sales and net income.

• Enterprise revenue declined to $8.77B from $8.85B year-over-year.
• Adjusted EPS came in at $1.15, above GAAP EPS of $0.95.

Cooper posted $1.002 billion in revenue and $87.7 million in net income for Q2 2025, with solid growth in both vision and surgical segments, and an improvement in gross and operating margins.

• Revenue grew 6% YoY to $1.002 billion, driven by both CooperVision and CooperSurgical segments.
• GAAP EPS remained flat at $0.44, while non-GAAP EPS rose to $0.96.

Futu's Q1 2025 results demonstrated exceptional growth across core metrics, highlighted by over 80% revenue growth and a doubling of net income year-over-year.

• Revenue reached $603.4 million, up from $332.9 million a year earlier.
• Net income rose 107% year-over-year to $275.4 million.

Elastic delivered a strong fourth quarter and fiscal year 2025, exceeding guidance across all revenue and profitability metrics. The company saw continued growth in Elastic Cloud revenue and expanded its customer base, highlighting leadership in Search AI and persistent demand for its solutions.

• Total revenue for Q4 FY25 was $388 million, a 16% increase year-over-year.
• Elastic Cloud revenue reached $182 million in Q4 FY25, growing 23% year-over-year.

Gap Inc. delivered stronger than expected Q1 2025 results, driven by market share gains in Old Navy and Gap, with positive comparable sales and improved operating margin.

• Net sales increased 2% year-over-year to $3.5 billion.
• Gap and Old Navy both saw positive comparable sales and market share growth.

Roivant Sciences ended Q4 2025 with a net loss of $206.5 million as operating expenses surged due to higher R&D and G&A costs. Revenue dipped slightly from the prior year. Adjusted EPS came in below zero, reflecting ongoing investment in its late-stage pipeline.

• Revenue for Q4 2025 was $7.57 million, down from $9.02 million in Q4 2024.
• Net loss was $206.5 million, primarily due to increased operating expenses.

The company delivered strong Q1 results driven by product innovation and efficient supply chain execution, with both revenue and earnings per share exceeding expectations.

• Revenue reached $1.424 billion, a 2.9% increase from Q1 2024.
• EPS grew to $0.49, surpassing the high end of guidance.

The company posted solid Q4 results, with revenue reaching $197,973,000 and net income of $50,499,000. Adjusted EPS stood at $1.21, supported by a sharp rise in incentive fees and strong fee-related earnings growth.

• Total revenue in Q4 rose to nearly $198M, up 12% YoY.
• Incentive fees jumped 32% compared to Q4 last year.

UiPath generated $356,624,000 in revenue during Q1 FY26 and reported a GAAP net loss of $22,555,000. Despite continued losses, the company exceeded guidance, grew ARR to $1.693 billion, and advanced its AI product offerings.

• Revenue reached $356.6 million, a 6% increase YoY
• Net loss narrowed to $22.6 million from $28.7 million last year

Immunovant reported a net loss of $106.4 million for the fourth quarter of fiscal year 2025, an increase from the $75.3 million net loss in the same period last year. This was primarily driven by increased research and development and general and administrative expenses.

• Immunovant reported a net loss of $106.4 million for Q4 2025, compared to $75.3 million for Q4 2024.
• Research and development expenses increased to $93.7 million in Q4 2025 from $66.1 million in Q4 2024.

American Eagle posted a net loss of $64.9 million in Q1 2025 with revenues down 5% year-over-year, impacted by weaker sales and inventory writedowns. Adjusted EPS came in at -$0.29.

• Net revenue declined 5% year-over-year to $1.09 billion.
• GAAP net loss was $64.9 million; adjusted net loss was $51.8 million.

Ambarella delivered a strong Q1 FY2026 with a 58% revenue increase year-over-year and posted a non-GAAP net income of $3.0 million, though it still recorded a GAAP net loss of $24.3 million.

• Revenue reached $85.9 million, a 57.6% increase from the prior year.
• GAAP net loss narrowed significantly to $24.3 million from $37.9 million last year.

PagerDuty reported solid results for the first quarter of fiscal 2026, with revenue reaching the top end of guidance and non-GAAP operating margin significantly exceeding expectations. The company continues to focus on enterprise transformation and advancing its Operations Cloud with AI capabilities.

• Revenue for the first quarter of fiscal 2026 increased 7.8% year over year to $119.8 million.
• Non-GAAP operating income was $24.4 million, resulting in a non-GAAP operating margin of 20.3%.

Kohl’s Q1 2025 performance came in ahead of expectations with an improved operating income and better gross margin despite declining sales. The company remains focused on its strategic transformation under interim leadership.

• Net sales decreased 4.1% year-over-year to $3.049 billion.
• Net loss improved to $15 million compared to $27 million last year.

American Woodmark faced an 11.7% revenue drop in Q4 FY2025 amid lower demand and rising costs but delivered a positive net income and solid adjusted EBITDA margin through disciplined cost controls.

• Revenue dropped 11.7% YoY to $400.4 million due to weaker demand in both new construction and remodel markets.
• Net income was $25.6 million with a 6.4% net income margin, reflecting controlled spending and operational efficiencies.

Caleres posted lower revenue and earnings in Q1 2025 due to weaker sales in both segments and reduced gross margins. Despite underperformance, momentum improved toward the end of the quarter.

• Revenue declined 6.8% year-on-year to $614.2 million.
• EPS was $0.21; adjusted EPS came in at $0.22.

SpartanNash achieved growth in the first quarter of fiscal 2025, with net sales increasing by 3.7% to $2.91 billion and retail comparable store sales growing by 1.6%. The company also reported record adjusted EBITDA for the quarter and reaffirmed its fiscal 2025 guidance.

• Net sales increased 3.7% to $2.91 billion, driven by increased volume in the Retail segment.
• Retail comparable store sales increased by 1.6%.

Build-A-Bear delivered a record Q1 with strong revenue and EPS growth, reflecting continued momentum in its global footprint expansion and disciplined cost management.

• Total revenue reached a Q1 record of $128.4 million.
• EPS hit a Q1 high of $1.17 driven by increased pre-tax income and lower share count.

Movado Group, Inc. reported a challenging first quarter for fiscal 2026, with net sales decreasing to $131.8 million and operating income at $0.3 million. Despite the difficult retail environment, the company focused on operational efficiency and saw strong performance from its licensed brand portfolio.

• Net sales for Q1 fiscal 2026 were $131.8 million, a 1.9% decrease compared to $134.4 million in Q1 fiscal 2025.
• Operating income was $0.3 million, including $0.6 million in cost-savings initiative expenses, down from $2.1 million in the prior year.

Diana Shipping Inc. reported a net income of $3.0 million for the first quarter of 2025, an increase from $2.1 million in the same period of 2024. Time charter revenues decreased to $54.9 million from $57.6 million year-over-year.

• Net income for Q1 2025 was $3.0 million, up from $2.1 million in Q1 2024.
• Net income attributed to common stockholders was $1.6 million in Q1 2025 compared to $0.6 million in Q1 2024.

Destination XL Group saw an 8.6% decline in sales and a net loss of $1.9 million in Q1 2025, driven by weaker consumer demand and lower direct sales performance. Despite challenges, the company maintained healthy merchandise margins and continued expanding initiatives such as FiTMAP technology.

• Total revenue declined to $105.5 million, down from $115.5 million a year ago.
• Comparable sales dropped by 9.4%, with direct sales down 16.2%.

Red Robin Gourmet Burgers, Inc. reported a strong start to the fiscal first quarter of 2025 with increases in both sales and profits compared to the prior year. Total revenues increased by $3.8 million, and the company achieved net income of $1.2 million compared to a net loss in the prior year.

• Total revenues for Q1 2025 were $392.4 million, an increase of $3.8 million compared to Q1 2024.
• Net income was $1.2 million in Q1 2025, a significant improvement from a net loss of $9.5 million in Q1 2024.