Reports

AutoZone delivered strong sales growth in the first quarter of fiscal 2026, with net sales reaching $4.6 billion, an 8.2% increase year-over-year. However, gross profit as a percentage of sales decreased by 203 basis points, primarily due to a non-cash LIFO impact. Diluted earnings per share were $31.04, down from $32.52 in the prior year, while operating profit also saw a decline.

• Net sales for the first quarter of fiscal 2026 increased by 8.2% to $4.63 billion.
• Diluted earnings per share for the quarter were $31.04, a decrease from $32.52 in the prior year.

Ferguson posted a strong Q1 FY26, with EPS and revenue growth supported by non-residential strength and operational efficiency, despite headwinds in the residential segment.

• Revenue rose to $8.17B, driven by 4.2% organic growth and acquisitions.
• EPS increased to $2.90, supported by share repurchases and margin expansion.

Casey's posted robust financials for Q2 FY26, with EPS reaching $5.53 and net income rising to $206.3M. Performance was boosted by store expansion and solid in-store sales, especially in prepared food and beverages.

• Diluted EPS rose to $5.53 and net income hit $206.3M, both up 14% from the prior year.
• Same-store sales growth in both prepared food and grocery categories supported a 13% rise in total inside sales.

AeroVironment, Inc. announced strong financial results for the second quarter of fiscal year 2026, with record revenue of $472.5 million, a 151% increase year-over-year. This growth was significantly boosted by the BlueHalo acquisition, which contributed $245.1 million, alongside a 21% increase in legacy revenue. The company also reported record bookings of $1.4 billion, resulting in a book-to-bill ratio of 2.9.

• Record second quarter revenue of $472.5 million, marking a 151% increase year-over-year.
• BlueHalo acquisition contributed $245.1 million to the current quarter's revenue.

GameStop delivered a strong Q3 2025, reporting a significant turnaround in profitability driven by lower operating expenses and strong performance in collectibles. Net income rose sharply compared to the prior year.

• Net income grew to $77.1 million from $17.4 million year-over-year.
• Adjusted net income reached $139.3 million, driven by lower SG&A and warrant-related adjustments.

Core & Main posted slight revenue and net income increases for Q3 FY25, supported by acquisitions and product segment growth, despite pressures from higher SG&A expenses and softer residential demand.

• Revenue rose to $2.062 billion, driven by acquisitions and product demand in metering and fire protection.
• Net income increased to $143 million, supported by lower interest expense.

Campbell’s saw lower sales and profit margins in Q1 2026, driven by volume declines and cost pressures. Despite this, the company maintained its outlook for the full year and expanded its strategic presence with a stake in La Regina.

• Net sales declined 3% to $2.677 billion, primarily due to lower volume/mix.
• Adjusted EPS dropped to $0.77, reflecting lower adjusted EBIT.

Ollie’s Bargain Outlet beat expectations in Q3 2025, growing net sales and earnings per share through robust store expansion and increased loyalty program membership.

• Net sales rose to $613.6M, driven by new store growth and improved same-store sales.
• EPS climbed to $0.75, up from $0.58 a year ago.

BillionToOne achieved profitability in Q3 2025 with $83.5M in revenue, $1.5M in net income, and $9.6M in operating income, supported by strong growth in prenatal and oncology testing.

• Total revenue reached $83.5M, more than doubling from the previous year.
• Net income turned positive at $1.5M compared to a loss in Q3 2024.

Korn Ferry delivered an outstanding performance in Q2 FY'26, marking its fourth consecutive quarter of accelerated growth. The company reported a 7% year-over-year increase in fee revenue to $721.7 million and a 19% increase in net income attributable to Korn Ferry to $72.4 million. Diluted EPS also rose by 19% to $1.36.

• Fee revenue for Q2 FY'26 reached $721.7 million, representing a 7% increase year-over-year.
• Net income attributable to Korn Ferry grew by 19% year-over-year to $72.4 million, with a margin of 10.0%.

Academy Sports delivered solid Q3 2025 results with revenue growth and margin expansion despite a decline in comparable sales. Net income and EPS improved year over year, supported by strong eCommerce growth and successful store expansion.

• Net income rose to $71.6 million, up from $65.8 million last year.
• Adjusted EPS increased to $1.14, from $0.98 in Q3 2024.

Braze delivered a strong third quarter with $190.8M in revenue and positive non-GAAP EPS, despite a GAAP net loss. Growth was driven by new customer wins and expanding enterprise relationships.

• Revenue reached $190.8M, up significantly from the prior year
• GAAP net loss was $36.0M, while non-GAAP net income came in at $6.6M

Cracker Barrel posted a net loss of $24.6 million for Q1 2026 as revenue fell year-over-year. Both restaurant and retail segments saw sales declines, leading to a sharp drop in adjusted EBITDA.

• Total revenue declined to $797,188,000 from $845,089,000 last year.
• Net loss was $24,622,000, down from a profit of $4,844,000 a year ago.

G-III Apparel delivered strong Q3 earnings ahead of guidance, driven by margin expansion and brand strength, even as revenue declined from the prior year. The company also announced its first-ever quarterly dividend.

• EPS of $1.84 and adjusted EPS of $1.90 exceeded guidance.
• Net income was $80.6 million, down from $114.8 million last year.

Dave & Buster's posted a net loss of $42.1M on revenue of $448.2M in Q3 2025, as it faced softer comparable store sales but noted sequential improvement and early signs of success from its back-to-basics initiatives.

• Revenue reached $448.2M, slightly down from the prior year
• Net loss widened to $42.1M from $32.7M a year ago

Caleres delivered revenue growth of 6.6% in Q3 2025, supported by strong performance in Brand Portfolio and eCommerce channels. However, net income declined sharply, impacted by acquisition-related expenses and margin pressure.

• Revenue rose to $790.1 million, driven by a strong Brand Portfolio segment (+18.8%).
• Net income dropped to $2.4 million from $41.4 million a year ago.

Cognyte delivered strong Q3 results with significant growth in software revenue and profitability. Despite posting a net loss due to tax and FX impacts, the company raised its full-year outlook, driven by robust demand for its investigative analytics solutions.

• Revenue reached $100.7M, up from $89.0M a year ago.
• Non-GAAP operating income more than doubled YoY to $9.0M.

Lands' End posted a modest revenue decline in Q3 2025, but achieved significant margin expansion and swung to a net profit, driven by growth in Outfitters and Third Party channels.

• Net income reached $5.2 million, reversing a $0.6 million loss from Q3 2024.
• Adjusted EBITDA rose 28% year-over-year to $25.9 million.

Designer Brands delivered improved profitability in Q3 2025 with higher EPS and gross margin, even though overall sales and comparable sales were down. Operating income nearly doubled year-over-year.

• Net income attributable to Designer Brands Inc. rose to $18.2 million, up from $13.0 million last year
• Adjusted EPS reached $0.38, marking a strong increase from the prior year