Reports

Alibaba posted revenue of $34.81 billion for Q2 FY26, with cloud and AI segments showing strong growth. However, operating income and net income saw steep declines due to increased investment in quick commerce and technology infrastructure.

• Cloud Intelligence Group revenue rose 34% YoY, driven by AI demand.
• Adjusted EBITA dropped 78% due to higher investment in quick commerce and tech.

Analog Devices delivered solid Q4 results, driven by strength in Communications and Industrial segments, robust free cash flow generation, and improved profitability.

• Q4 revenue reached $3.08 billion, with solid contributions from Industrial and Communications.
• Net income was $787.7 million, and operating income hit $945.2 million.

Dell posted record third-quarter revenue of $27.0 billion and net income of $1.55 billion. EPS reached $2.28, while adjusted EPS came in at $2.59. AI momentum and robust ISG performance contributed significantly.

• Record Q3 revenue of $27.0 billion, up 11% YoY
• Net income rose to $1.548 billion

Autodesk announced robust financial results for the third quarter of fiscal 2026, with revenue reaching $1.85 billion, an 18% increase year-over-year. The company saw significant outperformance in AECO and exceeded expectations for up-front revenue, Autodesk Store performance, and billings linearity. GAAP EPS was $1.60, and non-GAAP EPS was $2.67. Cash flow from operating activities surged by 110% to $439 million.

• Third quarter revenue increased by 18% year-over-year to $1.85 billion, driven by strong performance in AECO.
• GAAP diluted EPS was $1.60, while non-GAAP diluted EPS reached $2.67, reflecting solid profitability.

Zscaler posted robust revenue and ARR growth in Q1 FY2026, driven by demand for its Zero Trust and AI Security platforms. Despite a GAAP net loss, the company delivered strong non-GAAP income and free cash flow.

• Revenue grew to $788.1M, supported by continued demand for Zero Trust and AI Security.
• Non-GAAP net income rose to $159.5M with $0.96 in non-GAAP EPS.

NetApp delivered a solid Q2 2026 with record operating profit and EPS growth, driven by strong demand for AI-enabled infrastructure and cloud services. Revenue and income saw modest gains compared to last year.

• Achieved record GAAP operating profit of $399 million
• Public cloud revenue reached $171 million, growing year-over-year

Dick's Sporting Goods reported strong Q3 FY25 performance, highlighted by solid sales growth and margin expansion in its core business. The company also completed its acquisition of Foot Locker and raised its full-year outlook.

• DICK'S Business comparable sales increased by 5.7%
• Non-GAAP EPS for DICK'S Business came in at $2.78

Burlington delivered strong margin performance and a 7% rise in total sales during Q3 2025, overcoming early-quarter traffic softness. Adjusted EPS increased to $1.80, and full-year guidance was raised.

• Total sales rose 7% to $2.71 billion.
• Comparable store sales grew by 1%.

Nutanix delivered a strong first quarter for fiscal year 2026, exceeding booking expectations and achieving 18% year-over-year ARR growth. The company also reported solid free cash flow performance and continued progress with key partnerships, despite a revenue shift from Q1 into future periods.

• Annual Recurring Revenue (ARR) grew by 18% year-over-year to $2.28 billion.
• Free Cash Flow for the quarter was $174.5 million, an increase from $151.9 million in the prior year.

The J.M. Smucker Co. delivered a strong Q2 with increased net sales and positive net income, driven by effective pricing strategies and cost management.

• Net sales rose to $2.33 billion, up 3% from the prior year.
• EPS turned positive at $2.26, compared to a loss last year.

Abercrombie & Fitch delivered strong Q3 results with record net sales of $1.29B and EPS of $2.36. Hollister saw significant growth while the Abercrombie brand declined slightly. The company also repurchased $100M in shares and maintained a 12% operating margin.

• Hollister brand revenue rose 16% YoY, offsetting a 2% decline in Abercrombie brand sales.
• EPS was $2.36, exceeding expectations despite tariff headwinds.

Atour Lifestyle Holdings Limited delivered a robust Q3 2025, achieving strong revenue growth and net income gains driven by its expanding hotel network and booming retail segment.

• Revenue rose to $369 million, driven by strength in manachised hotels and retail.
• Net income reached $67 million with adjusted EPS at $0.48.

Ambarella delivered record quarterly revenue above guidance, driven by sustained demand for its edge AI solutions, despite posting a GAAP net loss.

• Achieved record Q3 revenue of $108.5M, surpassing the high end of guidance.
• Non-GAAP EPS rose to $0.27, reflecting improved profitability from prior year.

PagerDuty delivered solid Q3 results with continued profitability and strong free cash flow, despite slow revenue growth.

• Achieved GAAP net income of $159.6M, second straight profitable quarter
• Revenue grew to $124.5M, up 4.7% YoY

Kohl's delivered earnings above expectations for the third straight quarter, supported by cost management and margin improvement, even as sales declined.

• Net income reached $8 million, marking continued profitability.
• Gross margin improved to 39.6% compared to 39.1% a year ago.

Petco delivered $1.46 billion in revenue and returned to profitability in Q3 2025, driven by operational improvements and cost control. Despite declining comparable and total sales, the company expanded margins and grew adjusted EBITDA.

• Net sales declined 3.1% YoY, totaling $1.46 billion.
• GAAP net income reached $9.3 million, reversing a loss from the prior year.

American Woodmark saw revenue fall to $394.6M and net income shrink to $6.1M in Q2 2026 due to weaker demand and higher tariffs. Adjusted EBITDA margin stood at 10.0%, supported by cost-cutting measures and controlled spending.

• Revenue dropped 12.8% YoY to $394.6M due to soft demand in new construction and remodel markets.
• Net income fell sharply to $6.1M, down from $27.7M a year ago.

Guess? delivered solid revenue growth in Q3 2026, supported by strong performance in Europe and Americas Wholesale. The company posted a net income of $25.6M after a prior-year loss, and approved a take-private deal with Authentic Brands Group.

• Revenue grew 7% YoY to $791.4M, led by Europe and Americas Wholesale.
• GAAP EPS was $0.48, compared to a loss of $0.47 in the same quarter last year.

Embecta's Q4 2025 revenue declined 7.7% YoY to $264 million, primarily driven by U.S. sales weakness. However, net income rose to $26.4 million, and adjusted EPS hit the top end of guidance at $0.50.

• Q4 revenue fell 7.7% to $264 million, with U.S. sales down 15.2%
• GAAP net income rose to $26.4 million, up from $14.6 million in Q4 2024

Noah Holdings reported net income of $30.7 million for Q3 2025, with non-GAAP EPS of $0.46. Revenue declined to $88.9 million, mainly due to lower one-time commissions and overseas performance-based income, but profit surged thanks to affiliate investment gains and margin improvement.

• Net income rose 58.9% YoY to $30.7 million, supported by higher investment income and fair value gains in affiliates:contentReference[oaicite:0]{index=0}.
• Revenue decreased 7.4% YoY to $88.9 million, mainly due to weaker performance-based income from overseas and lower one-time commissions:contentReference[oaicite:1]{index=1}.

Anavex Life Sciences Corp. reported a net loss of $9.8 million for the fourth quarter of fiscal 2025, or $0.11 per share, compared to a net loss of $11.6 million, or $0.14 per share, for the comparable fourth quarter of fiscal 2024. The company's cash and cash equivalents decreased to $102.6 million at September 30, 2025, from $132.2 million at September 30, 2024, but it anticipates a cash runway of more than 3 years with its current cash balance of over $120 million. Research and development expenses were $7.3 million, down from $11.6 million in the prior year.

• Net loss for Q4 2025 was $9.8 million, an improvement from $11.6 million in Q4 2024.
• Cash and cash equivalents stood at $102.6 million as of September 30, 2025, with an anticipated cash runway of over 3 years.

Clearfield delivered a strong fourth quarter in fiscal 2025, with net sales from continuing operations increasing by 13% year-over-year to $41.1 million and gross profit margin improving by eight percentage points to 34.6%. The company also reported a net income of $1.8 million, or $0.13 per diluted share, a significant turnaround from a net loss in the prior year period. This performance was primarily driven by increased penetration in the MSO and Large Regional Service Provider markets and improved production efficiency.

• Q4 2025 net sales from continuing operations increased 13% year-over-year to $41.1 million.
• Gross profit margin from continuing operations improved significantly to 34.6% in Q4 2025, up from 26.6% in the prior year.

Titan Machinery posted a small net income of $1.2 million on $644.5 million in revenue for Q3 FY2026. While overall revenue declined year-over-year, cost discipline and improved equipment margins helped sustain profitability. European operations showed strong growth, partially offsetting softness in other regions.

• Revenue declined to $644.5 million from $679.8 million year-over-year due to lower equipment demand.
• Net income was $1.2 million, down from $1.7 million a year ago.

Safe Bulkers posted a net income of $17.8M on $73.1M in revenue for Q3 2025. Performance declined YoY due to reduced charter hire rates and lower contribution from scrubber-equipped vessels.

• Revenue for Q3 2025 was $73.1M, down from $75.9M in Q3 2024.
• Net income fell to $17.8M from $25.1M in the same period last year.

Movado achieved a 3.1% increase in revenue and doubled its net income year-over-year, driven by higher gross margins and reduced operating expenses.

• Revenue rose to $186.1 million, up from $180.5 million last year.
• EPS doubled to $0.42, with adjusted EPS at $0.45.

Zhihu faced declining revenues year-over-year across all segments in Q3 2025, but made progress on cost controls and remains on track for non-GAAP breakeven. Net loss increased under GAAP, while adjusted loss narrowed.

• Total revenue declined to $92.6M from $118.6M YoY.
• Net loss widened to $6.6M vs. $1.3M YoY under GAAP.

StealthGas delivered a solid Q3 2025 performance, with higher revenues and a 10% rise in net income year-over-year. Despite increased voyage and operating expenses, the company maintained strong fleet utilization and achieved significant debt reduction.

• Revenue for Q3 2025 was $44.5 million, up from $40.4 million a year earlier.
• Net income reached $13.3 million, a 10% increase year-over-year.