Earnings call analysis

Q3'26 earnings calls

166 calls · 166 companies · newest first

Other periods

Q2'27 Q1'27 Q4'26 Q3'26 Q2'26 Q1'26 Q4'25 Q3'25 Q2'25 Q1'25 Q4'24 Q3'24 Q2'24 Q1'24 Q4'23 Q3'23 Q2'23 Q1'23

Call date	Ticker	Company	Period	Disclosure	Financial quality	Kept	Missed
October 27, 2026	CLS	Celestica	Q3'26	9/12	1 high, 4 medium, 3 low flags	6	0	Call sheet →
October 26, 2026	VZ	Verizon Communications	Q3'26	8/12	5 medium, 3 low flags	1	0	Call sheet →
October 26, 2026	RMBS	Rambus	Q3'26	9/12	3 medium, 5 low flags	4	0	Call sheet →
October 26, 2026	CDNS	Cadence Design Systems	Q3'26	6/12	2 high, 3 medium, 3 low flags	3	2	Call sheet →
October 26, 2026	AMKR	Amkor Technology	Q3'26	9/12	1 high, 5 medium, 2 low flags	6	3	Call sheet →
October 23, 2026	KRC	Kilroy Realty	Q3'26	8/12	5 medium, 2 low flags	0	0	Call sheet →
October 23, 2026	AXP	American Express	Q3'26	7/12	1 high, 5 medium, 2 low flags	1	0	Call sheet →
October 22, 2026	VLO	Valero Energy	Q3'26	8/12	1 high, 5 medium, 2 low flags	4	3	Call sheet →
October 22, 2026	URI	United Rentals	Q3'26	7/12	4 medium, 4 low flags	1	0	Call sheet →
October 22, 2026	UNP	Union Pacific	Q3'26	8/12	6 medium, 4 low flags	0	0	Call sheet →
October 22, 2026	TTMI	TTM Technologies	Q3'26	8/12	2 high, 5 medium, 1 low flags	4	1	Call sheet →
October 22, 2026	SPOT	Spotify Technology	Q3'26	7/12	1 high, 3 medium, 3 low flags	5	0	Call sheet →
October 22, 2026	PCG	PG&E	Q3'26	8/12	3 high, 4 medium, 1 low flags	0	0	Call sheet →
October 22, 2026	NSC	Norfolk Southern	Q3'26	9/12	3 high, 4 medium, 2 low flags	0	1	Call sheet →
October 22, 2026	NEM	Newmont	Q3'26	9/12	4 medium, 3 low flags	1	1	Call sheet →
October 22, 2026	NDAQ	Nasdaq	Q3'26	9/12	1 high, 4 medium, 3 low flags	0	0	Call sheet →
October 22, 2026	MOH	Molina Healthcare	Q3'26	10/12	1 high, 2 medium, 4 low flags	0	0	Call sheet →
October 22, 2026	LMT	Lockheed Martin	Q3'26	8/12	5 medium, 2 low flags	1	0	Call sheet →
October 22, 2026	LBRT	Liberty Energy	Q3'26	7/12	1 high, 4 medium, 2 low flags	0	0	Call sheet →
October 22, 2026	HON	Honeywell Technologies	Q3'26	10/12	1 high, 2 medium, 5 low flags	2	0	Call sheet →
October 22, 2026	HBAN	Huntington Bancshares	Q3'26	9/12	2 high, 3 medium, 4 low flags	1	1	Call sheet →
October 22, 2026	GSBC	Great Southern Bancorp	Q3'26	10/12	2 high, 2 medium, 4 low flags	1	1	Call sheet →
October 22, 2026	EFSC	Enterprise Financial Services	Q3'26	9/12	1 high, 4 medium, 3 low flags	0	2	Call sheet →
October 22, 2026	DOW	Dow	Q3'26	9/12	1 high, 4 medium, 3 low flags	0	1	Call sheet →
October 22, 2026	DOV	Dover	Q3'26	9/12	3 medium, 4 low flags	0	0	Call sheet →
October 22, 2026	CMCSA	Comcast	Q3'26	7/12	1 high, 3 medium, 4 low flags	2	0	Call sheet →
October 22, 2026	BE	Bloom Energy	Q3'26	4/12	3 high, 4 medium, 2 low flags	0	0	Call sheet →
October 21, 2026	TXN	Texas Instruments	Q3'26	9/12	3 medium, 5 low flags	1	0	Call sheet →
October 21, 2026	TSLA	Tesla	Q3'26	6/12	1 high, 6 medium, 1 low flags	1	0	Call sheet →
October 21, 2026	TMO	Thermo Fisher Scientific	Q3'26	10/12	3 medium flags	2	0	Call sheet →
October 21, 2026	T	AT&T	Q3'26	8/12	2 high, 4 medium, 3 low flags	2	0	Call sheet →
October 21, 2026	SF	Stifel Financial	Q3'26	8/12	3 medium, 3 low flags	2	0	Call sheet →
October 21, 2026	SAP	SAP SE	Q3'26	8/12	2 medium flags	0	0	Call sheet →
October 21, 2026	NEE	NextEra Energy	Q3'26	8/12	1 high, 4 medium, 4 low flags	1	0	Call sheet →
October 21, 2026	META	Meta Platforms	Q3'26	6/12	2 medium, 1 low flags	1	1	Call sheet →
October 21, 2026	MCO	Moody's	Q3'26	7/12	1 high, 4 medium, 2 low flags	0	1	Call sheet →
October 21, 2026	KMI	Kinder Morgan	Q3'26	9/12	1 medium, 2 low flags	1	0	Call sheet →
October 21, 2026	IBM	International Business Machines	Q3'26	8/12	4 medium, 4 low flags	1	0	Call sheet →
October 21, 2026	ELV	Elevance Health	Q3'26	5/12	1 high, 4 medium, 3 low flags	0	0	Call sheet →
October 21, 2026	DHR	Danaher	Q3'26	10/12	2 medium, 1 low flags	3	0	Call sheet →
October 21, 2026	CSX	CSX	Q3'26	9/12	6 medium, 3 low flags	1	0	Call sheet →
October 21, 2026	CME	CME Group	Q3'26	8/12	2 medium, 5 low flags	3	0	Call sheet →
October 21, 2026	CCI	Crown Castle	Q3'26	7/12	1 high, 4 medium, 1 low flags	0	1	Call sheet →
October 21, 2026	ABT	Abbott Laboratories	Q3'26	8/12	1 high, 4 medium, 2 low flags	2	1	Call sheet →
October 20, 2026	WTFC	Wintrust Financial	Q3'26	8/12	1 medium, 2 low flags	4	0	Call sheet →
October 20, 2026	WAL	Western Alliance Bancorporation	Q3'26	8/12	2 medium, 2 low flags	1	1	Call sheet →
October 20, 2026	SYF	Synchrony Financial	Q3'26	8/12	3 medium flags	0	0	Call sheet →
October 20, 2026	STLD	Steel Dynamics	Q3'26	9/12	1 medium, 1 low flags	1	0	Call sheet →
October 20, 2026	SPCX	SpaceX	Q3'26	8/12	3 high, 3 medium, 2 low flags	0	1	Call sheet →
October 20, 2026	RTX	RTX	Q3'26	9/12	4 medium flags	1	0	Call sheet →
October 20, 2026	RLI	RLI	Q3'26	10/12	2 medium, 1 low flags	0	0	Call sheet →
October 20, 2026	NOC	Northrop Grumman	Q3'26	9/12	3 medium flags	0	0	Call sheet →
October 20, 2026	NFLX	Netflix	Q3'26	8/12	2 medium, 1 low flags	0	0	Call sheet →
October 20, 2026	MSCI	MSCI	Q3'26	9/12	2 medium, 2 low flags	0	0	Call sheet →
October 20, 2026	KEY	KeyCorp	Q3'26	9/12	2 medium, 1 low flags	1	0	Call sheet →
October 20, 2026	ISRG	Intuitive Surgical	Q3'26	8/12	2 medium, 2 low flags	1	0	Call sheet →
October 20, 2026	HAL	Halliburton	Q3'26	9/12	2 medium, 1 low flags	2	1	Call sheet →
October 20, 2026	GPC	Genuine Parts	Q3'26	9/12	3 medium flags	0	0	Call sheet →
October 20, 2026	GE	GE Aerospace	Q3'26	8/12	3 medium flags	1	0	Call sheet →
October 20, 2026	FNB	F.N.B.	Q3'26	8/12	3 medium, 1 low flags	3	0	Call sheet →
October 20, 2026	COF	Capital One Financial	Q3'26	8/12	2 medium, 1 low flags	1	0	Call sheet →
October 20, 2026	CCK	Crown Holdings	Q3'26	10/12	2 medium, 1 low flags	1	0	Call sheet →
October 20, 2026	BOKF	BOK Financial	Q3'26	8/12	2 medium, 1 low flags	1	0	Call sheet →
October 20, 2026	AGNC	AGNC Investment	Q3'26	9/12	1 high, 2 medium, 1 low flags	0	0	Call sheet →
October 19, 2026	ZION	Zions Bancorporation	Q3'26	9/12	2 medium, 2 low flags	1	0	Call sheet →
October 19, 2026	WRB	W.R. Berkley	Q3'26	7/12	2 medium, 1 low flags	0	0	Call sheet →
October 19, 2026	SFBS	ServisFirst Bancshares	Q3'26	9/12	3 medium, 1 low flags	0	1	Call sheet →
October 19, 2026	FITB	Fifth Third Bancorp	Q3'26	8/12	4 medium, 4 low flags	6	0	Call sheet →
October 19, 2026	CLF	Cleveland-Cliffs	Q3'26	8/12	4 medium flags	2	2	Call sheet →
October 16, 2026	TRV	Travelers Companies	Q3'26	9/12	5 medium, 3 low flags	0	0	Call sheet →
October 16, 2026	TFC	Truist Financial	Q3'26	9/12	3 medium, 3 low flags	1	2	Call sheet →
October 16, 2026	SFNC	Simmons First National	Q3'26	9/12	2 high, 4 medium, 2 low flags	0	0	Call sheet →
October 16, 2026	RF	Regions Financial	Q3'26	10/12	4 medium, 3 low flags	4	0	Call sheet →
October 16, 2026	MTB	M&T Bank	Q3'26	8/12	1 high, 4 medium, 1 low flags	1	1	Call sheet →
October 15, 2026	USB	U.S. Bancorp	Q3'26	9/12	5 medium, 3 low flags	3	0	Call sheet →
October 15, 2026	TSM	Taiwan Semiconductor Manufacturing	Q3'26	8/12	1 high, 3 medium, 2 low flags	2	0	Call sheet →
October 15, 2026	SCHW	Charles Schwab	Q3'26	7/12	2 medium, 2 low flags	0	0	Call sheet →
October 15, 2026	HOMB	Home BancShares	Q3'26	8/12	4 medium, 4 low flags	0	0	Call sheet →
October 15, 2026	EQBK	Equity Bancshares	Q3'26	9/12	1 high, 4 medium, 4 low flags	0	0	Call sheet →
October 14, 2026	MS	Morgan Stanley	Q3'26	7/12	2 medium, 2 low flags	0	1	Call sheet →
October 14, 2026	BLK	BlackRock	Q3'26	9/12	2 medium, 1 low flags	2	0	Call sheet →
October 14, 2026	BAC	Bank of America	Q3'26	8/12	2 high, 3 medium, 1 low flags	1	1	Call sheet →
October 14, 2026	ASML	ASML Holding	Q3'26	10/12	2 medium flags	3	0	Call sheet →
October 13, 2026	WFC	Wells Fargo	Q3'26	9/12	4 medium, 4 low flags	2	0	Call sheet →
October 13, 2026	UNH	UnitedHealth Group	Q3'26	9/12	1 medium flags	0	0	Call sheet →
October 13, 2026	JPM	JPMorgan Chase	Q3'26	9/12	1 high, 4 medium, 2 low flags	1	0	Call sheet →
October 13, 2026	JNJ	Johnson & Johnson	Q3'26	10/12	3 medium, 1 low flags	1	0	Call sheet →
October 13, 2026	GS	Goldman Sachs Group	Q3'26	9/12	2 high, 4 medium, 2 low flags	0	0	Call sheet →
October 13, 2026	DPZ	Domino's Pizza	Q3'26	8/12	2 high, 2 medium flags	2	0	Call sheet →
October 13, 2026	C	Citigroup	Q3'26	8/12	1 medium, 1 low flags	1	0	Call sheet →
October 8, 2026	PEP	PepsiCo	Q3'26	7/12	1 high, 4 medium, 1 low flags	1	0	Call sheet →
September 9, 2026	COO	Cooper Companies	Q3'26	9/12	C	2	0	Call sheet →
September 8, 2026	AVO	Mission Produce	Q3'26	10/12	C	1	0	Call sheet →
September 8, 2026	ABM	ABM Industries	Q3'26	8/12	B	1	0	Call sheet →
September 3, 2026	CIEN	Ciena	Q3'26	7/12	3 medium, 2 low flags	0	0	Call sheet →
September 2, 2026	HPE	Hewlett Packard Enterprise	Q3'26	3/12	1 high, 4 medium, 2 low flags	0	0	Call sheet →
September 2, 2026	AVGO	Broadcom	Q3'26	6/12	2 medium, 3 low flags	1	0	Call sheet →
August 26, 2026	SNPS	Synopsys	Q3'26	4/12	1 high, 2 medium, 3 low flags	0	0	Call sheet →
August 26, 2026	HPQ	HP	Q3'26	-	No flags	0	0	Call sheet →
August 26, 2026	HEI	HEICO	Q3'26	8/12	2 medium, 2 low flags	0	0	Call sheet →
August 26, 2026	A	Agilent Technologies	Q3'26	7/12	2 medium, 2 low flags	1	0	Call sheet →
August 20, 2026	DE	Deere	Q3'26	4/12	2 medium, 1 low flags	2	0	Call sheet →
August 19, 2026	ADI	Analog Devices	Q3'26	10/12	3 medium, 4 low flags	3	1	Call sheet →
August 18, 2026	KEYS	Keysight Technologies	Q3'26	8/12	1 high, 3 medium, 2 low flags	2	0	Call sheet →
August 13, 2026	AMAT	Applied Materials	Q3'26	7/12	2 medium, 3 low flags	0	0	Call sheet →
August 6, 2026	MTSI	MACOM Technology Solutions Holdings	Q3'26	7/12	2 medium, 4 low flags	0	0	Call sheet →
August 6, 2026	CLSK	CleanSpark	Q3'26	7/12	1 high, 2 medium flags	0	0	Call sheet →
August 6, 2026	BDX	Becton, Dickinson	Q3'26	4/12	1 high, 2 medium, 2 low flags	0	0	Call sheet →
August 5, 2026	DIS	Walt Disney	Q3'26	3/12	1 medium, 1 low flags	0	1	Call sheet →
August 4, 2026	TDG	TransDigm Group	Q3'26	10/12	1 high, 3 medium, 4 low flags	0	1	Call sheet →
August 4, 2026	ROK	Rockwell Automation	Q3'26	9/12	3 medium, 1 low flags	1	0	Call sheet →
August 4, 2026	EMR	Emerson Electric	Q3'26	7/12	1 medium, 2 low flags	0	0	Call sheet →
July 30, 2026	APD	Air Products and Chemicals	Q3'26	8/12	1 high, 3 medium, 2 low flags	5	0	Call sheet →
July 30, 2026	AAPL	Apple	Q3'26	6/12	2 high, 5 medium, 1 low flags	2	2	Call sheet →
July 29, 2026	SBUX	Starbucks	Q3'26	4/12	2 high, 5 medium, 1 low flags	4	0	Call sheet →
July 29, 2026	QCOM	Qualcomm	Q3'26	10/12	2 high, 4 medium, 1 low flags	4	1	Call sheet →
July 29, 2026	JCI	Johnson Controls International	Q3'26	9/12	3 medium, 3 low flags	3	1	Call sheet →
July 28, 2026	V	Visa	Q3'26	6/12	1 high, 4 medium, 3 low flags	4	0	Call sheet →
2026-07-28	SWKS	Skyworks Solutions	Q3'26	4/12	3 high, 3 medium flags	0	2	Call sheet →
June 24, 2026	MU	Micron Technology	Q3'26	9/12	1 high, 4 medium, 3 low flags	3	0	Call sheet →
June 2, 2026	PANW	Palo Alto Networks	Q3'26	11/12	3 medium, 5 low flags	5	0	Call sheet →
May 26, 2026	ZS	Zscaler	Q3'26	5/12	2 high, 5 medium, 1 low flags	3	2	Call sheet →
May 26, 2026	AZO	AutoZone	Q3'26	3/12	1 high, 3 medium, 2 low flags	1	4	Call sheet →
May 20, 2026	INTU	Intuit	Q3'26	5/12	1 high, 5 medium, 2 low flags	1	2	Call sheet →
May 7, 2026	IREN	Iron Networks	Q3'26	5/12	4 high, 3 medium, 2 low flags	2	1	Call sheet →
May 7, 2026	BILL	Bill Holdings	Q3'26	7/12	1 high, 6 medium, 1 low flags	2	0	Call sheet →
May 7, 2026	AFRM	Affirm Holdings	Q3'26	8/12	2 medium, 4 low flags	6	0	Call sheet →
May 6, 2026	COHR	Coherent	Q3'26	11/12	1 medium, 5 low flags	6	0	Call sheet →
May 5, 2026	SMCI	Super Micro Computer	Q3'26	10/12	3 high, 2 medium, 1 low flags	3	2	Call sheet →
May 4, 2026	FN	FabriNet	Q3'26	5/12	2 high, 4 medium, 2 low flags	2	3	Call sheet →
May 1, 2026	EL	Estée Lauder Companies	Q3'26	10/12	1 high, 3 medium, 2 low flags	2	0	Call sheet →
April 30, 2026	WDC	Western Digital	Q3'26	10/12	2 medium, 6 low flags	6	0	Call sheet →
April 30, 2026	TEAM	Atlassian	Q3'26	6/12	1 high, 4 medium, 1 low flags	4	1	Call sheet →
April 30, 2026	SNDK	SanDisk	Q3'26	11/12	1 high, 2 medium, 4 low flags	6	1	Call sheet →
2026-04-30	PH	Parker‑Hannifin	Q3'26	9/12	3 medium, 3 low flags	5	1	Call sheet →
April 29, 2026	VIAV	Viavi Solutions	Q3'26	3/12	3 high, 4 medium, 1 low flags	0	1	Call sheet →
April 29, 2026	MSFT	Microsoft	Q3'26	9/12	2 high, 3 medium, 2 low flags	5	2	Call sheet →
April 29, 2026	KLAC	KLA	Q3'26	9/12	2 medium, 4 low flags	3	1	Call sheet →
2026-04-29	EAT	Brinker International	Q3'26	9/12	3 medium, 3 low flags	1	0	Call sheet →
April 28, 2026	STX	Seagate Technology Holdings	Q3'26	8/12	1 high, 5 medium, 3 low flags	2	0	Call sheet →
April 24, 2026	PG	Procter & Gamble	Q3'26	10/12	4 medium, 2 low flags	4	0	Call sheet →
April 23, 2026	SMBC	Southern Missouri Bancorp	Q3'26	9/12	5 medium, 3 low flags	1	0	Call sheet →
April 22, 2026	LRCX	Lam Research	Q3'26	8/12	1 medium, 5 low flags	5	0	Call sheet →
April 8, 2026	APLD	Applied Digital	Q3'26	8/12	5 high, 4 medium flags	1	1	Call sheet →
March 31, 2026	NKE	NIKE	Q3'26	10/12	4 medium, 3 low flags	6	0	Call sheet →
March 19, 2026	FDX	FedEx	Q3'26	11/12	2 medium, 6 low flags	3	2	Call sheet →
2026-03-19	DRI	Darden Restaurants	Q3'26	11/12	1 medium, 6 low flags	5	0	Call sheet →
March 10, 2026	ORCL	Oracle	Q3'26	8/12	1 high, 3 medium, 2 low flags	1	1	Call sheet →
2026-02-17	MDT	Medtronic	Q3'26	9/12	4 medium, 2 low flags	4	0	Call sheet →
February 5, 2026	MOD	Modine Manufacturing	Q3'26	8/12	2 high, 4 medium, 2 low flags	5	0	Call sheet →
February 5, 2026	MCHP	Microchip Technology	Q3'26	6/12	2 high, 2 medium, 2 low flags	5	0	Call sheet →
February 4, 2026	ARM	Arm	Q3'26	9/12	4 medium, 4 low flags	7	0	Call sheet →
February 3, 2026	CRUS	Cirrus Logic	Q3'26	9/12	1 high, 3 medium, 3 low flags	5	0	Call sheet →
2026-01-29	DECK	Deckers Brands	Q3'26	11/12	2 medium, 4 low flags	7	0	Call sheet →
2026-01-29	ALGM	Allegro MicroSystems	Q3'26	10/12	2 medium, 6 low flags	5	0	Call sheet →
January 14, 2026	INFY	Infosys	Q3'26	5/12	3 medium, 3 low flags	3	1	Call sheet →
December 4, 2025	IOT	Samsara	Q3'26	10/12	1 medium, 5 low flags	6	0	Call sheet →
December 4, 2025	DOCU	DocuSign	Q3'26	11/12	2 medium, 4 low flags	4	0	Call sheet →
December 3, 2025	SNOW	Snowflake	Q3'26	9/12	1 high, 4 medium, 1 low flags	5	0	Call sheet →
December 3, 2025	CRM	Salesforce	Q3'26	10/12	3 medium, 3 low flags	5	0	Call sheet →
2025-12-02	OKTA	Okta	Q3'26	9/12	4 medium, 2 low flags	6	0	Call sheet →
December 2, 2025	MRVL	Marvell Technology	Q3'26	8/12	2 medium, 6 low flags	4	0	Call sheet →
2025-12-02	CRWD	CrowdStrike Holdings	Q3'26	8/12	1 high, 3 medium, 2 low flags	3	0	Call sheet →
December 1, 2025	MDB	MongoDB	Q3'26	9/12	3 medium, 3 low flags	5	0	Call sheet →
November 25, 2025	DELL	Dell Technologies	Q3'26	9/12	3 medium, 3 low flags	6	0	Call sheet →
November 20, 2025	VEEV	Veeva Systems	Q3'26	10/12	2 medium, 6 low flags	4	0	Call sheet →

Disclosure: 6-item rubric scored 0-2, out of 12. Financial quality: flagged indicators by severity. Kept and missed count the prior call's promises scored on this one.