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Earnings season is where companies either show they’re profitable or start perishing under market pressure. Who’s riding high on growth and who’s barely hanging on? We’ve got top earnings beats and misses, highlighting the movers and shakers of the market. Whether you’re trading on momentum or value hunting, these reports can shift market sentiment in an instant. And remember, today’s pre-hours reports will set the stage for today’s trading—don’t miss out on what’s driving market momentum. It’s not just about today—it’s about what’s next.
Major Earnings Before Opening Bell
Here are some key companies releasing earnings before the market opens on Thursday.
EPS Estimate: $0.31, representing a 10.71% increase from last year.
Revenue Forecast: $1.89B vs $1.75B reported a year ago.
Earnings Reaction History: In its last 6 reports, 4 of the next-day sessions were higher, including a 2.8% pop in July 2023. Regardless of direction, the stock averaged a post-earnings swing of 1.03%.
Taiwan Semiconductor Manufacturing Company Limited (TSM)
EPS Estimate: $2.07, up 50.00 % compared to last year.
Revenue Forecast: $836.61B, up from $592.64B a year earlier.
Earnings Reaction History: In the last 5 reports, TSM stock drop 3 times, with a notable -3.55% plunge in July 2024. On average, earnings swings were around -0.71%.
Infosys Ltd ADR (INFY)
EPS Estimate: $0.19, showing a -17.39% year-over-year decrease.
Revenue Forecast: $420.69B, up compared to last year’s $379.23B.
Earnings Reaction History: Of the past 6 earnings releases, INFY rose in 4 of them, with a standout 4.14% jump in January 2024. Post-earnings volatility averaged 0.98%.
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Upcoming Earnings Reports
Below is a list of notable companies reporting earnings today.
Ticker | EPS | Revenue | ST Score |
|---|---|---|---|
UNH | $7.29 | $111.6B | 47.0 |
AXP | $3.47 | $16.93B | 41.0 |
NFLX | $5.66 | $10.51B | 61.0 |
SCHW | $1.01 | $5.54B | 51.0 |
DHI | $2.65 | $8.03B | 48.0 |
Wednesday's Top Beats
Here are the top earnings beats from recent reports:
Travelers Companies Inc (TRV)
EPS: $1.91, reflecting a positive earnings surprise of 143.26%.
Revenue: $10.52B, missing estimates by -2.95%.
Market Reaction: TRV stock price rose by 1.13% following the report.
SL Green Realty Corp (SLG)
EPS: -$0.30, exceeding expectations by 32.82%.
Revenue: $144.52M, mediocre estimates by -1.62%.
Market Reaction: SLG stock price remained unchanged after the announcement.
Alcoa Corp (AA)
EPS: $2.15, beating estimates by 27.88%.
Revenue: $3.37B, failing expectations by -2.88%.
Market Reaction: AA shares declined by -0.68% following the earnings report.
Wednesday's Top Miss
While some companies exceeded expectations, others fell short. Here’s a look at Wednesday’s top earnings miss:
Triumph Financial Inc (TFIN)
EPS: -$0.06, missing estimates by -253.06%.
Revenue: $101.57M, falling short of expectations by -2.84%.
Market Reaction: TFIN stock price remained unchanged post earnings release.
Simmons First National Corp (SFNC)
EPS: $0.26, underperforming estimates by -26.42%.
Revenue: $209.58M, coming in -0.24% below analyst projections.
Market Reaction: SFNC shares increased 2.15% following the earnings release.
Progressive Corp (PGR)
EPS: $4.01, missing analyst estimates by -16.37%.
Revenue: $22.21B, slightly under the target by -3.45%.
Market Reaction: Post earnings, PGR stock dropped -0.35%.
Did You Spot the Hidden Gems?
Earnings season is a treasure hunt, and today’s results may have unearthed some real gems. Whether it's a company quietly crushing estimates or a potential turnaround in the making, there’s always something more to uncover. Stick with us as we dig deeper into tomorrow’s earnings and keep you one step ahead!
Till next time,
Stocks Telegraph Team
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