Reports

Walmart reported $177.4B in revenue with 25% global eCommerce growth. EPS rose to $0.88, while adjusted EPS came in at $0.68. Operating income declined due to legal and restructuring charges.

• Revenue reached $177.4B, up 4.8% YoY.
• Global eCommerce sales increased 25%, led by store-fulfilled delivery and marketplace.

Intuit delivered a robust Q4 performance driven by AI-powered growth across its core platforms including TurboTax, Credit Karma, and QuickBooks.

• Q4 revenue reached $3.83 billion, up from $3.18 billion the previous year
• GAAP EPS was $1.35; non-GAAP EPS was $2.75

Workday delivered a strong Q2 FY26 performance, fueled by a 14% rise in subscription revenue and expanded non-GAAP operating margins, driven by AI and platform innovation.

• Total revenue reached $2.348 billion, up 12.6% YoY
• Subscription revenue rose to $2.169 billion, up 14% YoY

Ross Stores reported a 5% increase in revenue and EPS of $1.56 for Q2 2025, with improved July sales and modestly better-than-expected earnings.

• Revenue rose to $5.53B, up from $5.29B in Q2 2024
• EPS was $1.56, with a $0.11 negative impact from tariffs

Zoom posted its best year-over-year revenue growth in nearly three years, with expanding operating margins and strong performance from enterprise customers.

• Total revenue reached $1.217B, up 4.7% YoY
• GAAP EPS grew 65.7% to $1.16; Non-GAAP EPS rose to $1.53

Aegon posted €71 million in net income and €0.19 EPS in Q2 2025. Operating capital generation remained healthy, bolstered by earnings on in-force and contributions from the Americas segment. Market impacts and one-time items were less favorable compared to Q1.

• Net income reached €71M in Q2 2025, showing resilient profitability.
• Operating capital generation remained strong at €267M.

Full Truck Alliance delivered a robust Q2 with solid increases in revenue, EPS, and net income, driven by growth in fulfilled orders and platform expansion.

• Total revenue reached $452.2M, up from $386.1M a year ago.
• Net income rose to $176.6M, up 50.5% YoY.

MINISO delivered a solid quarter with 23.1% revenue growth, driven by record-high performance from its TOP TOY brand. Adjusted EPS and net income remained strong despite a dip in GAAP earnings due to non-operating losses.

• Revenue grew 23.1% YoY to $693.2M, above guidance range.
• Adjusted net profit reached $96.5M with 12% growth in adjusted EPS.

Bilibili posted a net income of $30.5M in Q2 2025 as revenue surged 20% year-over-year to $1.02B. Significant improvements in gross margin and operational efficiency contributed to strong bottom-line results, with notable gains in advertising and mobile games.

• Revenue grew 20% YoY to $1.02B
• Net income reached $30.5M, reversing a $608M loss in Q2 2024

In Q2 2025, Sunrise posted a net loss of CHF 53.6 million on revenue of CHF 731.6 million. Adjusted EBITDAaL held relatively steady, while free cash flow decreased year-over-year. Operational metrics showed modest shifts across customer segments.

• Revenue declined slightly to CHF 731.6 million, down from CHF 737.5 million in Q2 2024.
• Net loss narrowed to CHF 53.6 million compared to CHF 73.7 million in Q2 2024.

OSI Systems delivered a strong Q4 with record quarterly revenue and non-GAAP EPS. Growth was fueled by increasing service revenues and robust demand in its Security division. The company also reported a healthy backlog heading into FY26.

• Q4 revenue reached a record $504,985,000
• GAAP EPS was $3.03 and non-GAAP EPS was $3.24

VNET achieved strong top-line growth in Q2 2025, fueled by expansion in wholesale data centers. However, the quarter ended with a net loss due to increased interest and tax expenses.

• Total revenue reached $339.8 million, driven by wholesale IDC
• Adjusted EBITDA was $102.2 million with a 30.1% margin

ScanSource exceeded expectations in Q4 2025, delivering strong revenue growth and higher net income. Recurring revenue rose sharply, and performance in North America drove results. Profitability metrics improved across both GAAP and non-GAAP measures.

• Q4 revenue increased to $812,886,000, up 8.9% YoY
• GAAP EPS grew to $0.88 and non-GAAP EPS to $1.02

Canadian Solar delivered solid operational performance in Q2 2025, with strong module shipments and a notable jump in gross profit. However, non-recurring impairments and elevated operating expenses led to a GAAP net income of $7 million and an adjusted net loss.

• Delivered 7.9 GW of module shipments, near high end of guidance
• Gross margin significantly exceeded expectations at 29.8%

Revenue rose to $800.6M in Q3 2025, but higher land charges and lower gross margins led to a significant drop in net income compared to the prior year.

• Total revenue increased to $800.6M, up from $722.7M a year ago.
• Net income fell sharply to $16.6M from $72.9M in Q3 2024.

In Q4 2025, LSI Industries delivered solid performance with revenue of $155.1M, adjusted EPS of $0.34, and strong growth in Display Solutions. Operating income rose despite a slight revenue decline YoY.

• Q4 revenue was $155.1M, down 2% YoY.
• Adjusted EPS reached $0.34, up 10% YoY.

Cato Corp delivered a solid Q2 2025 performance with net income rising significantly to $6.8 million. Sales increased 5% YoY, boosted by a 9% same-store sales uptick. Cost control measures led to improved gross and operating margins.

• Net income rose to $6.8M from $95K YoY.
• Sales reached $174.7M, up 5% YoY due to 9% same-store sales growth.