Lennar Falls as Q3 Profit Halves to $284M and Margins Shrink
Lennar reported Q3 2026 net income of $284 million, down 52% YoY, as 6.8% mortgage rates forced builder incentives and squeezed gross margins to 15.8%.
Earnings
Analysis of company earnings, guidance, margins, cash flow, and the market’s reaction. We separate reported results from estimates and explain the operating metrics behind headline numbers.
J.B. Hunt Plunges 13%: $35M Cost Shock Triggers Q3 Profit Warning
J.B. Hunt shares sank 13.3% on Sept 16, 2026 after management warned Q3 profit will drop 5% to 10% sequentially due to diesel costs and driver onboarding.
Meta Unveils Meta One Subscriptions to Monetize AI Capex
Meta launched Meta One subscriptions across Instagram, Facebook, and WhatsApp, testing whether paid AI and creator tiers can offset soaring $140B capex.
Diesel Shock: Fuel Squeeze Looms Over Airlines, Truckers
Diesel hit $5.97/gal and PPI diesel jumped 24.1% in August. Airlines and truckers head into Q3 with a rebuilt fuel-cost problem.
Why Adobe Stock Is Falling After Record Q3 Earnings
Adobe reported record Q3 revenue of $6.76B and announced a CEO transition, but shares fell after net new ARR dropped 36% on a freemium acquisition pivot.
Apple’s Sept 9 iPhone Event: What History Says About AAPL
Apple unveils the iPhone 18 Pro and its first foldable today. Here’s what Q3 results, KeyBanc’s price warning, and 24 past launches say about the stock.
What Is the P/E Ratio – and When Does It Mislead?
The price-to-earnings ratio is the most-quoted valuation metric on Wall Street. Here’s the formula, trailing vs forward, and when it breaks.
Lululemon Crashes 17%: Q2 Comps -9%, FY26 Guide Slashed
Lululemon fell 17% after Q2 FY26 revenue slipped 4%, Americas comps sank 12%, and the company cut its full-year revenue and EPS guide. Here is what changed.
Williams Closes $5.5B Momentum Deal, Lifts EBITDA Guide
Williams closed its $5.5B Momentum Midstream buy on Sept. 3, one month after sign, and lifted 2026 adjusted EBITDA guidance to $8.3-$8.5B.
Broadcom Q3 FY26: AI Revenue $16.7B, Q4 Guide $34.8B
Broadcom posted $29.6B in Q3 FY26 revenue (+86% YoY) with AI semi sales of $16.7B (+221%). Q4 guide $34.8B; AVGO fell after hours.