Daily Earnings Reports
📊 STOCKINSIGHT™ EARNINGS RECAP — AUGUST 25, 2026
☀️ Premarket + 🌙 After Close
Tuesday delivered a very mixed earnings session.
The biggest premarket stories were DICK’S Sporting Goods, Bank of Montreal, Bank of Nova Scotia, Vipshop and EHang, while the after-close session centered on Intuit, HEICO, Box, Semtech and Zoom. The day’s scheduled slate and release timing are confirmed across current earnings calendars.
The biggest takeaway:
The market is increasingly rewarding quality growth and punishing weak guidance — even when companies beat earnings estimates.
🔥 TOP EARNINGS MOVERS
| Company | Ticker | Timing | Result | Initial Signal |
|---|---|---|---|---|
| 🏦 Bank of Montreal | BMO | Premarket | 🟢 Beat | Bullish |
| 🏦 Bank of Nova Scotia | BNS | Premarket | 🟢 Beat | Bullish |
| 🛒 DICK’S Sporting Goods | DKS | Premarket | 🔴 Miss + guidance cut | Bearish |
| 🛍️ Vipshop | VIPS | Premarket | 🔴 Weak | Bearish |
| 🚁 EHang | EH | Premarket | 🔴 Revenue miss | Bearish |
| ✈️ HEICO | HEI | After close | 🟢 Strong | Bullish |
| 💻 Intuit | INTU | After close | 🟢 Beat / 🔴 guidance | Bearish |
| 📦 Box | BOX | After close | 🟢 Beat | Bullish |
| 🧠 Semtech | SMTC | After close | 🟢 Beat | Bullish |
| 📹 Zoom | ZM | After close | 🟢 Beat / 🟡 outlook | Mixed |
☀️ PREMARKET EARNINGS
🛒 DICK’S SPORTING GOODS — DKS
🔴 Biggest Consumer Warning
DICK’S was the most important U.S. consumer report of the morning.
Results
Adjusted EPS: $3.53
Wall Street: roughly $3.80
Revenue: $5.59B
Comparable sales: +4.9%
Both earnings and revenue missed expectations.
But the bigger problem was guidance.
DICK’S reduced its FY2026 revenue outlook to approximately:
$21.9B–$22.2B
from:
$22.1B–$22.4B
Management specifically cited challenging conditions in the athletic-footwear marketplace.
📉 Market Reaction
DKS plunged roughly 16% in premarket trading.
🔎 StockInsight™ Read
🔴 BEARISH
This is more than a single-company earnings miss.
It is another warning that discretionary consumers are becoming increasingly selective.
Consumer signal: 🔴
🏦 BANK OF MONTREAL — BMO
🟢 Strong Underlying Performance
BMO delivered a solid quarter, with adjusted earnings comfortably ahead of expectations.
The key positive was the strength of its underlying operations, particularly capital markets.
The headline GAAP figures were affected by a significant one-time charge, making adjusted earnings the more useful measure for evaluating the quarter.
🔎 StockInsight™ Read
🟢 BULLISH
EPS beat + revenue beat + strong operating performance
This is exactly the type of earnings quality the market is currently rewarding.
🏦 BANK OF NOVA SCOTIA — BNS
🟢 Another Strong Bank Report
Scotiabank also produced a strong quarter.
Adjusted EPS came in around C$2.28, while revenue was approximately C$10.5B.
The bank continued to benefit from solid capital-markets activity and improving profitability.
🔎 StockInsight™ Read
🟢 BULLISH
The Canadian banking results provide a positive read-through for the broader financial sector.
🛍️ VIPSHOP — VIPS
🔴 Chinese Consumer Weakness
Vipshop produced a much weaker report than investors wanted.
Revenue was approximately $3.64B, but profitability was significantly below expectations.
The company is also dealing with declining revenue and a more difficult Chinese consumer environment.
🔎 StockInsight™ Read
🔴 BEARISH
This is an important contrast with Monday’s PDD report.
PDD → relatively resilient
VIPS → weakening
The Chinese consumer story is therefore becoming increasingly company-specific rather than uniformly bullish or bearish.
🚁 EHANG — EH
🔴 Revenue Disappointment
EHang reported approximately $11.5M in revenue, substantially below expectations.
The company remains one of the more speculative publicly traded plays on:
- Urban air mobility
- Autonomous aircraft
- eVTOL technology
- Physical AI
But current financial performance remains weak.
🔎 StockInsight™ Read
🔴 HIGH-RISK / BEARISH
The long-term opportunity is potentially enormous, but investors still need to see meaningful revenue scaling and a clearer path toward profitability.
🌙 AFTER-CLOSE EARNINGS
💻 INTUIT — INTU
🔴 Great Quarter — Bad Guidance
Intuit delivered one of the clearest examples of why forward guidance matters more than headline EPS.
Q4 Results
Adjusted EPS: $4.03
Consensus: $3.58
Revenue: $4.35B
Consensus: $4.27B
EPS increased approximately 47% YoY, while revenue rose 14%.
On the surface:
🟢 Excellent quarter.
But then came FY2027 guidance.
Intuit expects approximately:
$23.4B revenue
versus Wall Street expectations around $23.7B.
Adjusted EPS guidance was also well below consensus.
📉 Market Reaction
INTU dropped more than 7% after hours.
🤖 The AI Question
Intuit is investing heavily in becoming an AI-driven financial platform.
The market, however, wants proof that AI will create:
more customers → more revenue → higher margins
rather than:
higher investment → slower growth → lower near-term earnings.
🔎 StockInsight™ Read
🔴 BEARISH
Great earnings. Poor outlook.
A perfect example of modern earnings trading.
📦 BOX — BOX
🟢 One of the Best Reports
Box delivered a much cleaner earnings setup.
The company reported:
- 📈 Revenue growth
- 🟢 EPS beat
- 📋 Strong remaining performance obligations
- 💰 High operating margins
- 🤖 Increasing AI adoption
Box also raised its revenue outlook for the fiscal year.
🔎 StockInsight™ Read
🟢 BULLISH
Box is demonstrating the type of software growth investors want:
Recurring revenue + improving AI monetization + strong margins.
🧠 SEMTECH — SMTC
🟢 Strong Semiconductor Read-Through
Semtech delivered:
EPS: $0.71
Consensus: ~$0.61
Revenue: $341.9M
Consensus: ~$328.6M
That represents a meaningful beat on both earnings and revenue.
🤖 Why This Matters
Semtech sits within the broader:
AI → data centers → networking → connectivity
investment chain.
That makes the report particularly interesting one day before Nvidia’s earnings.
🔎 StockInsight™ Read
🟢 BULLISH
SMTC provides another positive data point for the AI infrastructure ecosystem.
📹 ZOOM — ZM
🟡 Beat, But Growth Remains the Problem
Zoom delivered approximately:
Adjusted EPS: $1.53
Revenue: $1.277B
Both were slightly ahead of expectations.
Enterprise revenue continued to grow, but the forward outlook was less exciting.
⚠️ The Problem
Investors continue to ask whether Zoom can return to meaningfully faster growth as competition increases across workplace communication and AI productivity.
🤖 AI Strategy
Zoom is increasingly positioning itself as an AI-powered workplace platform.
But once again, the market wants evidence that AI can translate into accelerating revenue, not merely better products.
🔎 StockInsight™ Read
🟡 MIXED
Good business.
Not enough growth acceleration yet.
✈️ HEICO — HEI
🟢 Aerospace Remains Strong
HEICO reported after the close and remains one of the stronger aerospace/defense growth stories.
The company’s key structural drivers remain:
✈️ Aerospace aftermarket demand
🔧 Replacement parts
🛡️ Defense/electronics
💰 Acquisition-driven expansion
🔎 StockInsight™ Read
🟢 BULLISH
HEICO continues to benefit from a favorable long-term aerospace environment.
🏆 BEST EARNINGS REPORTS
🥇 BOX — BOX
Best combination of growth, margins and AI monetization.
🥈 SMTC — Semtech
Strong semiconductor/connectivity signal ahead of Nvidia.
🥉 BMO — Bank of Montreal
Strong underlying banking performance.
Other Positive Reports
🟢 BNS
🟢 HEI
🟢 GFI
🚨 BIGGEST DISAPPOINTMENTS
🥇 DKS — DICK’S
Major guidance reduction + weak athletic-footwear environment.
🥈 INTU — Intuit
Huge EPS beat, but disappointing FY2027 outlook.
🥉 VIPS — Vipshop
Weak profitability + declining revenue.
Other Weak Reports
🔴 EH
🔴 SLQT
📊 EARNINGS QUALITY SCORECARD
| Stock | Earnings | Revenue | Guidance | Reaction | StockInsight™ |
|---|---|---|---|---|---|
| BMO | 🟢 | 🟢 | 🟢 | 🟢 | ⭐⭐⭐⭐ |
| BNS | 🟢 | 🟢 | 🟢 | 🟢 | ⭐⭐⭐⭐ |
| DKS | 🔴 | 🔴 | 🔴 | 🔴 | ⭐ |
| VIPS | 🔴 | 🟡 | 🔴 | 🔴 | ⭐ |
| EH | 🔴 | 🔴 | 🔴 | 🔴 | ⭐ |
| HEI | 🟢 | 🟢 | 🟢 | 🟢 | ⭐⭐⭐⭐ |
| INTU | 🟢 | 🟢 | 🔴 | 🔴 | ⭐⭐ |
| BOX | 🟢 | 🟢 | 🟢 | 🟢 | ⭐⭐⭐⭐½ |
| SMTC | 🟢 | 🟢 | 🟢 | 🟢 | ⭐⭐⭐⭐½ |
| ZM | 🟢 | 🟢 | 🟡 | 🟡/🔴 | ⭐⭐⭐ |
🔥 THE BIG EARNINGS THEMES
🛍️ 1. The Consumer Is Splitting
The earnings data increasingly points toward a two-speed consumer.
🟢 Value
Ross Stores
Discount retail
Essential spending
🔴 Discretionary
DICK’S
Athletic apparel
Higher-priced discretionary products
This doesn’t mean the consumer has collapsed.
It means:
Consumers are becoming more selective about where they spend.
🤖 2. AI Has Entered the Monetization Phase
The AI narrative is moving beyond:
“Companies are investing in AI.”
The market increasingly wants:
AI → Revenue → Margin → Cash Flow
That’s why BOX and SMTC received a much better fundamental read than companies where AI investment is accompanied by slower growth.
And that brings us to the biggest event of the week.
🚨 NVIDIA — WEDNESDAY AFTER CLOSE
Nvidia is scheduled to report Wednesday after the market closes.
Wall Street expectations remain extreme:
EPS growth: ~99% YoY
Revenue growth: ~97% YoY
The options market is also pricing a very large post-earnings move.
Investors will be watching:
🤖 Blackwell demand
🏢 Hyperscaler CapEx
💰 Data-center revenue
🇨🇳 China exposure
📈 Gross margins
🔮 Forward guidance
The key question:
Can Nvidia beat expectations by enough to justify the expectations already embedded in the stock?
📌 STOCKINSIGHT™ MARKET SIGNAL
| Theme | Signal |
|---|---|
| 🏦 Financials | 🟢 Strong |
| 🥇 Gold | 🟢 Strong |
| ✈️ Aerospace | 🟢 Strong |
| 🤖 AI Infrastructure | 🟢 Strong |
| 💻 Enterprise Software | 🟡 Selective |
| 🇨🇳 Chinese Consumer | 🟡 Mixed |
| 🛒 U.S. Discretionary Retail | 🔴 Warning |
🎯 STOCKINSIGHT™ TOP 5
🥇 BOX
Best software earnings quality
🥈 SMTC
Best AI-infrastructure read-through
🥉 BMO
Strong financial-sector earnings
4️⃣ HEI
Strong aerospace fundamentals
5️⃣ GFI
Strong commodity backdrop
🚨 STOCKINSIGHT™ WARNING: DKS
DICK’S is arguably more important than its own stock price.
Its guidance cut adds another piece of evidence that:
the U.S. consumer is becoming increasingly price-sensitive.
That matters for the broader discretionary complex, including athletic apparel and footwear.
🤖 TOMORROW’S EARNINGS FOCUS
Wednesday is the biggest earnings day of the week.
Before the Open
🛍️ Abercrombie & Fitch — ANF
🧴 Bath & Body Works — BBWI
🍎 J.M. Smucker — SJM
🛒 Kohl’s — KSS
🚗 Li Auto — LI
👗 Williams-Sonoma — WSM
After the Close
🤖 NVIDIA — NVDA
💼 Salesforce — CRM
🛡️ CrowdStrike — CRWD
And Nvidia is expected to dominate the market’s attention.
📈 STOCKINSIGHT™ BOTTOM LINE
🟢 Earnings Quality: GOOD
🟡 Market Breadth: MIXED
🔴 Consumer Discretionary: WARNING
🟢 Financials: STRONG
🟢 AI Infrastructure: STRONG
🟢 Aerospace: STRONG
Tuesday’s earnings delivered a very clear message:
The market is rewarding profitable growth — and punishing companies that cannot defend their forward outlook.
BOX, SMTC, BMO, BNS and HEI showed the type of earnings quality investors want.
DKS and INTU demonstrated that even a company with solid underlying results can be punished when expectations for the future deteriorate.
Now the market moves to the ultimate AI earnings test.
🤖 NVIDIA — AUGUST 26
The numbers matter.
The guidance matters even more.
And the market’s reaction will likely matter most of all.
#StockInsight #Earnings #EarningsSeason #StockMarket #Investing #Premarket #AfterHours #DKS #INTU #BOX #SMTC #HEI #BMO #BNS #NVDA
