PepsiCo Q3 Revenue Rises 5.6% to $25.3B; Core EPS Beats at $2.34
PepsiCo posted Q3 2026 net revenue of $25.27B, up 5.6%, and core EPS of $2.34, while updating full-year core constant currency EPS guidance to 1% to 2%.
earnings season
Rivian Q3 Deliveries Surge 58% to 19,248, Reaffirming Guidance
Rivian delivered 19,248 electric vehicles in Q3 2026, up 58% sequentially, as production reached 19,751 units and full-year guidance was reaffirmed.
Tesla Q3 Deliveries Hit 486,532 to Beat Consensus
Tesla delivered 486,532 vehicles in Q3 2026, beating estimates as deliveries outpaced production by 22,141 units and energy storage reached 13.7 GWh.
TD SYNNEX Posts Record $21.6B Q3 Revenue on Enterprise AI Boom
TD SYNNEX posted record fiscal Q3 2026 revenue of $21.6B and an 89% GAAP EPS jump, driven by enterprise AI deployments and server manufacturing demand.
Cintas Posts Record $3.01B Q1 Revenue, Raises FY27 Guidance
Cintas reported fiscal Q1 2027 revenue of $3.01B, up 10.9%, operating margin of 23.6%, and raised full-year guidance while pursuing its UniFirst buyout.
McDonald’s Unveils $8.5B Plan and Low-50s Margin Goal
McDonald’s sets 2030 financial targets, committing $8.5B in franchisee support, deploying ArchIQ AI, and targeting low-to-mid 50% operating margins.
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%.
Advance Auto -24%: EPS Beat, Guide Raised, DIY Cracked
Advance Auto Parts crashed 24.55% on August 20 even after beating on EPS and raising 2026 guidance. Here’s what actually broke — and what it means for the consumer trade.
AppLovin Drops 19% on Q2: Ad-Tech Growth Story Cools
AppLovin fell nearly 20% after Q2 2026 revenue growth slowed to 53% and Q3 guidance implied further deceleration to the mid-40s.
Whisper Numbers and PEAD: Why Beats Drift After Earnings
What earnings whisper numbers are, what post-earnings announcement drift (PEAD) is, and why a ‘beat’ sometimes sends a stock lower.