Earnings
Apogee Enterprises raised its fiscal 2027 outlook after quarterly results exceeded expectations. Pricing, productivity, acquisitions and improving execution helped offset lower volumes and uneven demand, sending APOG sharply higher.
Business Trends
Disney is licensing selected movies and television series to Netflix, adding recognizable titles to Netflix’s library while keeping major Disney brands largely exclusive to its own platforms. The agreement comes as both companies navigate a competitive streaming market.
Earnings
Nike’s fiscal 2027 outlook disappointed investors as weakness in Greater China, Sportswear and Jordan outweighed areas of progress. A new restructuring plan targets lower costs, but management expects key business pressures to continue.
Earnings
Micron delivered record results and stronger-than-expected guidance as AI demand keeps memory supply tight. MU stock slipped as investors focused on a temporary gross-margin decline despite management expecting conditions to remain constrained through 2028.
Earnings
Jabil delivered stronger-than-expected quarterly results and raised the bar for fiscal 2027 as AI infrastructure demand accelerates. Yet JBL stock fell sharply, highlighting how much growth investors had already expected from the company’s AI expansion.
Earnings
Norwegian Cruise Line expects third-quarter results to exceed its previous forecast as revenue comes in stronger than anticipated. Record 2027 occupancy and pricing add a longer-term demand signal while the company maintains its full-year outlook.
Earnings
Jefferies delivered record investment banking and equities results, but weaker fixed-income trading and asset management tempered the quarter. The divergence offers an early look at the forces shaping Wall Street earnings.
Earnings
Carnival delivered record quarterly revenue and stronger-than-expected earnings as cruise demand remained firm despite higher fuel costs. Record bookings for 2027 and stronger early 2028 trends added to the positive investor reaction.
Earnings
CarMax delivered a stronger fiscal second quarter as used-vehicle sales accelerated, earnings exceeded expectations and operating efficiency improved. Management also plans to restart share repurchases, adding another sign of confidence in its turnaround.
Earnings
Nike reports fiscal first-quarter 2027 results on Oct. 1 after the close, with analysts watching weak demand, promotions, China and wholesale trends for signs that its turnaround is stabilizing—or slipping further behind.
Earnings
Costco's fiscal fourth quarter topped earnings and revenue expectations as comparable sales and digital demand remained strong. Slower paid-membership growth and higher costs remain areas to watch as the retailer prepares a $7.5 billion fiscal 2027 capital program.
Earnings
AutoZone shares climbed after quarterly earnings exceeded expectations despite softer revenue and same-store sales. A sharp gross-margin increase, higher net income and improving sales late in the quarter helped offset the weaker top-line results.