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Semtech Q2 FY2027 Earnings: Revenue Rises 33% as Margins Expand
Semtech’s (NASDAQ: SMTC) Q2 FY2027 net sales rose 33% year over year to a record $341.9 million, while GAAP diluted EPS improved to $1.59 from a $0.31 loss. Adjusted diluted EPS increased to $0.71, and adjusted operating margin expanded to 24.4% from 18.8%, supported by faster growth in semiconductor products. Free cash flow reached $61.4 million. Management guided Q3 revenue to $410 million, plus or minus $5 million, with a 31.0% adjusted operating margin, while portfolio optimization remains central to the margin outlook.
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Tue, Aug 25
Electromed Fiscal Q4 2026 Earnings: Homecare Growth Expands Operating Margin
Electromed (ELMD) reported fiscal Q4 2026 net revenue of $19.4 million, up 11.6% year over year, while diluted EPS rose to $0.39 from $0.25. Direct homecare revenue increased 15.2% to $17.7 million, supported by more sales representatives, better productivity, and higher net revenue per approval. Operating margin expanded to 19.7% from 17.5% as SG&A grew more slowly than revenue. For fiscal 2026, operating cash flow declined to $9.7 million despite higher earnings, largely as accounts receivable increased to $29.8 million.
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Tue, Aug 25
Intuit Q4 FY2026 Earnings: Revenue Rises 14% but Tax Costs Weigh on GAAP EPS
Intuit (NASDAQ: INTU) posted Q4 FY2026 revenue of $4.354 billion, up 14%, while GAAP diluted EPS slipped to $1.34 from $1.35 despite operating income rising 40% to $475 million. A $177 million tax provision, compared with a $15 million benefit a year earlier, offset stronger pre-tax profit. QuickBooks Online Accounting grew 20% and Credit Karma revenue rose 16%. For FY2027, Intuit guided to $23.279-$23.512 billion of revenue, representing 9%-10% growth, while changing Mailchimp segment reporting and its treatment of share-based compensation.
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Tue, Aug 25
Marzetti Q4 FY2026 Earnings: Cost Savings Lift Gross Margin as Sales Decline
The Marzetti Company’s fiscal Q4 2026 net sales fell 2.2% to $465.0 million, although adjusted sales excluding prior-year temporary supply agreement revenue rose 0.4%. Diluted EPS increased to $1.76 from $1.18, and adjusted diluted EPS grew 9.0% to $1.46. Cost-saving programs lifted gross margin 220 basis points to 24.5%, while an $18.5 million property-sale gain boosted GAAP profit. Bachan’s contributed $15.4 million to Retail sales, helping offset softer legacy retail demand, as core Foodservice sales remained nearly flat and acquisition-related costs increased.
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Tue, Aug 25
DICK'S Q2 2026 Earnings: Foot Locker Pressure Drives Outlook Cut
DICK'S Sporting Goods reported fiscal Q2 2026 net sales of $5.587 billion, up 53.2% as acquired Foot Locker operations entered consolidated results, while diluted EPS fell 26% to $3.50. The DICK'S Business posted 4.9% comparable-sales growth, but Foot Locker’s pro forma comps declined 3.6% and the segment recorded a $31.9 million loss. Consolidated operating margin fell to 7.9%, and management revised its full-year outlook as promotional athletic footwear and apparel conditions pressured both businesses.
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Tue, Aug 25
Citi Trends Q2 Fiscal 2026 Results: Comparable Sales Lift Adjusted EBITDA
Citi Trends’ fiscal Q2 2026 sales rose 10.9% to $211.6 million as comparable-store sales increased 10.5%, driven by higher average basket size and transaction count. GAAP diluted EPS moved to a $0.11 loss from $0.46 in the prior year, largely reflecting the absence of an $11.0 million building-sale gain. Underlying profitability improved: adjusted EBITDA reached $5.5 million versus a $1.1 million loss, and gross margin expanded 60 basis points to 40.6%. The retailer raised its full-year sales and adjusted EBITDA outlook while reducing its new-store target.
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Tue, Aug 25
Senstar Q2 2026 Earnings: Revenue Grows as Margins Narrow
Senstar Technologies (NASDAQ: SNT) reported Q2 2026 revenue of $10.4 million, up 8% year over year, while diluted EPS fell to $0.02 from $0.05. Gross margin narrowed to 64.2% from 66.1% as product and customer mix and Blickfeld consolidation weighed on profitability, while operating expenses rose 18%. Net income declined to $0.4 million from $1.2 million. LiDAR and demand in EMEA and APAC supported growth, but U.S. corrections projects remained delayed. Cash and short-term deposits were $8.0 million at June 30, and Senstar reported no debt.
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Tue, Aug 25
Tuya Q2 2026 Earnings: Revenue Growth Came with Lower Gross Margin
Tuya’s Q2 2026 revenue rose 16.0% year over year to US$92.9 million, led by PaaS and smart home and robot products. Diluted net profit per ADS increased to US$0.03 from US$0.02, while net profit rose 48.0% to US$18.6 million. However, gross margin fell 2.1 percentage points to 46.3%, and operating cash flow declined to US$6.2 million from US$18.2 million. GAAP operating margin expanded to 10.0% from 1.4%, helped by lower share-based compensation.TradingKey
Mon, Aug 24
Ubiquiti Q4 Fiscal 2026 Earnings: Enterprise Growth Lifts Revenue 23.5%
Ubiquiti’s fiscal Q4 2026 revenue rose 23.5% year over year to $937.3 million, while GAAP diluted EPS increased 6.6% to $4.70. Enterprise Technology revenue climbed about 27.7% to $868.3 million and more than offset a decline in Service Provider Technology. Gross margin reached 45.8%, up from 45.1% a year earlier but down from 47.0% in the prior quarter as component and shipping costs increased. Operating income grew about 30.1%, while prior-year tax benefits limited GAAP net income comparability. The company also extended its $500 million repurchase authorization.
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Fri, Aug 21
Buckle Fiscal Q2 2026 Earnings: Sales Rise as Operating Margin Narrows
Buckle (NYSE: BKE) reported fiscal Q2 2026 net sales of $319.8 million, up 4.6% year over year, while diluted EPS slipped to $0.87 from $0.89. Gross profit increased 5.5% and gross margin edged higher to about 47.8%, but operating expenses rose 9.6%, pushing operating income down 1.0% to $55.8 million. Net income was $44.4 million, slightly below $45.0 million a year earlier, as higher selling and administrative costs absorbed the benefit of sales growth.
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Fri, Aug 21
BJ’s Fiscal Q2 2026 Earnings: Revenue Rises 15.7% as Gasoline Lifts Comparable Sales
BJ’s Wholesale Club reported fiscal Q2 2026 total revenue of $6.23 billion, up 15.7% year over year, and diluted EPS of $1.36, up 19.3%. Net income increased 15.4% to $173.9 million, while comparable club sales rose 11.9%; excluding gasoline, the gain was 3.1%. Membership fee income advanced 9.9% to $135.6 million as membership reached a record 8.5 million. Merchandise gross margin declined about 20 basis points, but the company raised full-year adjusted EPS guidance to $4.60–$4.80.
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Fri, Aug 21
ZKH Q2 2026 Earnings: Revenue Growth Delivers First Operating Profit
ZKH Group Limited’s Q2 2026 net revenue rose 12.8% to RMB2.44 billion, while gross margin increased to 17.6% from 16.5%. The company recorded its first operating profit at RMB4.0 million and diluted earnings per ADS of RMB0.17, compared with a RMB0.33 loss a year earlier. GMV grew 18.9%, led by the ZKH platform and rapid marketplace expansion, but operating cash outflow widened to RMB122.4 million and cash, restricted cash, and short-term investments declined to RMB1.67 billion, highlighting a gap between profitability and cash conversion.
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Fri, Aug 21
OSI Systems Fiscal Q4 Earnings: EPS Rises despite Lower Revenue
OSI Systems’ fiscal 2026 Q4 revenue fell 4% to $484.1 million as Middle East conflicts delayed Security deliveries, while GAAP diluted EPS rose 8% to $3.27 and non-GAAP EPS increased 17% to $3.78. Gross margin expanded, operating cash flow reached $182.1 million, and backlog ended at $1.9 billion. Optoelectronics and Manufacturing and Healthcare each grew about 5%. For fiscal 2027, OSI Systems guided to $1.875-$1.930 billion in revenue and non-GAAP EPS of $11.13-$11.49.
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Thu, Aug 20
Flowers Foods Q2 2026 Earnings: Volume Declines Pressure Sales and Margins
Flowers Foods reported fiscal Q2 2026 net sales of $1.193 billion, down 4.0% year over year, as a 5.8% volume decline outweighed favorable pricing and mix. Diluted EPS fell to $0.19 from $0.28, while adjusted EBITDA dropped 19.2% to $111.3 million and its margin narrowed to 9.3%. Branded Retail and Other sales both declined, although quarterly operating cash flow increased to $133.7 million. The company lowered its full-year sales, adjusted EBITDA, and adjusted EPS guidance amid continued pressure in the fresh packaged bread category.
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Thu, Aug 20
ScanSource Q4 FY2026 Earnings: Hardware Demand Drives 17% Sales Growth
ScanSource (NASDAQ: SCSC) reported Q4 FY2026 net sales of $953.1 million, up 17.3% year over year, as broad-based North American hardware demand lifted Specialty Technology Solutions. GAAP diluted EPS rose 40.9% to $1.24, while adjusted EBITDA increased 19.4% to $46.1 million and its margin edged up to 4.84%. Gross margin nevertheless declined 35 basis points to 12.6%. For FY2027, ScanSource guided to 6%-10% sales growth, $158-$165 million of adjusted EBITDA, and at least $85 million of free cash flow, excluding the pending MicroAge acquisition.
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Thu, Aug 20
Cato Q2 2026 Earnings: Margin Compression Drives Profit Decline
Cato’s fiscal Q2 2026 retail sales fell 6% to $163.9 million as same-store sales declined 3.7%. Diluted EPS dropped to $0.06 from $0.35, and net income decreased to $1.1 million from $6.8 million. Gross margin contracted 340 basis points to 32.8% because of lower merchandise margins and occupancy-cost deleveraging. Although SG&A dollars fell by $3.3 million, the expense ratio edged higher as sales declined. Management expects continued pressure on customers’ discretionary income and described the second half of 2026 as challenging.
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Thu, Aug 20
Walmart Q2 FY2027 Earnings: Operating Income Outpaces Revenue Growth
Walmart’s Q2 FY2027 earnings showed revenue rising 5.9% to $187.9 billion, while GAAP EPS was $0.80 and adjusted EPS was $0.81. Operating income increased 28.8%, or 17.4% on an adjusted constant-currency basis, as tariff refunds helped lift the gross profit rate by 96 basis points despite price investments. Global eCommerce sales grew 23%, advertising rose 38%, and membership fee revenue increased 17%. The key issue is how much of the tariff-related benefit persists as Walmart directs remaining refunds into lower prices.
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Thu, Aug 20
LSI Fiscal Q4 2026 Earnings: Royston Drives 51% Sales Growth
LSI Industries reported fiscal Q4 2026 net sales of $234.6 million, up 51%, with organic growth of 8% as Royston contributed for a full quarter. Adjusted EPS rose to $0.38 from $0.34 and adjusted EBITDA increased 50% to $25.7 million, but GAAP net income declined 16% to $6.9 million amid acquisition costs and higher interest expense. Display Solutions doubled sales and reached a 12.4% adjusted EBITDA margin, while Lighting sales fell 3%. Free cash flow was $9.7 million.
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Thu, Aug 20
Advance Auto Parts Q2 2026 Earnings: Margin Expansion Offsets Soft DIY Demand
Advance Auto Parts (AAP) reported Q2 fiscal 2026 net sales of $2.00 billion, compared with $2.01 billion a year earlier, while diluted EPS rose to $0.90 from $0.25. Adjusted operating margin expanded to 5.6% from 3.0%, supported by merchandising-led product margin gains and a $26 million tariff refund. Low-single-digit Pro growth was offset by weaker DIY demand late in the quarter. The company reaffirmed its full-year sales, adjusted operating margin and free cash flow guidance, while raising adjusted EPS guidance because of higher pre-tax interest income.
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Thu, Aug 20
Dingdong Q2 2026 Earnings: Revenue Rises as Held-for-Sale Accounting Lifts Profit
Dingdong’s Q2 2026 aggregate revenue increased 8.6% to RMB6.49 billion, GMV rose 11.8% to RMB7.27 billion, and diluted EPS climbed to RMB0.87 from RMB0.33. Net income reached RMB271.7 million, but RMB199.1 million of the quarter’s profit reflected the suspension of depreciation and amortization for the China business classified as held for sale. China order growth and lower fulfillment expense supported results, while the overseas business expanded revenue by 36.2% but posted a wider RMB63.2 million net loss as the proposed Meituan transaction remained pending.
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Thu, Aug 20
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