Daily Earnings Reports
📊 STOCKINSIGHT™ EARNINGS DASHBOARD — AUGUST 18, 2026
🇺🇸 Full Earnings Recap — Premarket + After Close
Coverage: Tuesday, August 18, 2026
Focus: major/tradable earnings, verified results, guidance and actual market reaction.
Important correction from the prior report: Fabrinet (FN) reported after the close on Monday, August 17, so its August 18 move was a reaction to the prior night’s report — it is not included as an August 18 after-close earnings release. (Fabrinet)
🌅 PREMARKET EARNINGS
🏠 Home Depot — HD
Report: Before Open
Premarket: 🟢 ~+1.5% to +2%
Regular close: +1.5%
| Metric | Actual | Est. | Surprise |
|---|---|---|---|
| Adjusted EPS | $4.92 | $4.73 | 🟢 +4.0% |
| Revenue | $47.86B | ~$47.26B | 🟢 +1.3% |
| Comparable Sales | +1.7% | — | 🟢 |
| Online Sales | +11% | — | 🟢 |
🔎 Drivers
The key message was resilient repair-and-maintenance spending, even though the housing market remains weak.
- Sales increased 5.7% YoY
- Smaller projects remained relatively healthy
- Larger housing-related projects remained under pressure
- Mortgage rates continue to constrain housing turnover
- Management reaffirmed FY2026 guidance
FY2026 comparable-sales guidance: 0%–2%
Trade Setup: 🟢 Bullish / Consumer Resilience
Verdict: Beat + maintained guidance + positive price reaction. One of the cleanest large-cap reports of the day. (Investor’s Business Daily)
🏔️ Amer Sports — AS
Report: Before Open
Price reaction: 🟢 Strong positive
| Metric | Actual | Est. | Surprise |
|---|---|---|---|
| Adjusted EPS | $0.22 | $0.11 | 🚀 +100% |
| Revenue | $1.63B | ~$1.54B | 🟢 +5.8% |
| Revenue Growth | +32.1% YoY | — | 🚀 |
| Adjusted Net Income | $127M | — | 🚀 |
🔎 Drivers
The growth engine remains exceptionally strong:
- Arc’teryx
- Salomon
- Wilson
- Technical Apparel revenue +32%
- Outdoor Performance revenue +37%
- Ball & Racquet revenue +24%
Management raised FY2026 guidance.
FY2026 revenue growth: approximately 24%
Adjusted EPS: $1.27–$1.30
Trade Setup: 🟢 Strong Bullish / Momentum
Verdict: One of the day’s best fundamental reports — strong growth, major EPS beat and higher guidance. (Amer Sports Investoren)
🤖 Pony AI — PONY
Report: Before Open
Price: volatile; market initially reacted cautiously
| Metric | Actual | Est. | Surprise |
|---|---|---|---|
| Revenue | $36.2M | ~$35.2M | 🟢 +2.8% |
| Adjusted EPS | −$0.10 | −$0.15 | 🟢 +$0.05 |
| Robotaxi Revenue | $12.1M | — | 🚀 +691% YoY |
| Total Revenue Growth | +68.8% | — | 🚀 |
🔎 Drivers
This was an important autonomous-driving report.
- Robotaxi revenue surged 691%
- Fleet reached approximately 1,975 vehicles
- Revenue growth accelerated
- Robotaxi commercialization remains the central thesis
- Cash burn remains a major risk
Trade Setup: 🟢/🟡 Bullish Growth / Very High Risk
Verdict: Fundamentally impressive. Revenue and EPS both beat, but investors remain focused on cash consumption and the ability to scale robotaxis profitably. (markets.businessinsider.com)
🤖 Baidu — BIDU
Report: Before Open
Premarket: 🔴 ~−9%
Regular session: 🔴 Major decline
| Metric | Actual | Est. | Surprise |
|---|---|---|---|
| Revenue | ¥31.33B | ~¥31.9B | 🔴 Miss |
| Online Marketing Revenue | ¥13.1B | — | 🔴 −19% YoY |
| Core AI Business Revenue | ¥12.5B | — | 🟢 +25% YoY |
🔎 The Problem
Baidu’s AI business is growing rapidly, but the legacy advertising business is deteriorating faster.
- Advertising revenue down 19%
- AI cloud is growing strongly
- GPU Cloud reportedly surged 283%
- AI investment is pressuring margins
- Chinese advertising demand remains weak
Trade Setup: 🔴 Bearish / AI Transition
Verdict: AI growth wasn’t enough to offset the advertising deterioration. This was one of the day’s clearest negative earnings reactions. (Investing.com)
💳 Klarna — KLAR
Report: Before Open
Regular-session reaction: 🔴 ~−23%
| Metric | Actual | Est. | Surprise |
|---|---|---|---|
| Revenue | $1.04B | ~$996.5M | 🟢 +4.4% |
| Adjusted EPS | +$0.01 | −$0.14 | 🚀 Beat |
| Transaction Margin Dollars | $446M | — | 🟢 +42% |
⚠️ Guidance Overwhelmed the Beat
Klarna cut its outlook:
2026 GMV: $149B–$151B
Previous: >$155B
2026 Revenue: $4.08B–$4.16B
Previous: $4.34B
Management cited weaker European consumer discretionary spending, particularly Germany, plus currency effects.
Two executives also announced departures, including the CFO and CMO.
Trade Setup: 🔴 Bearish / Guidance Breakdown
Verdict: Classic “beat-and-lower” setup. The market cared much more about the reduced outlook than the current-quarter beat. (Investor’s Business Daily)
🚗 Hesai Group — HSAI
Report: Before Open
| Metric | Actual | Est. | Surprise |
|---|---|---|---|
| Revenue | RMB 861M (~$120M) | ~$126M | 🟡/🔴 Miss |
| ADAS Shipments | — | — | 🟢 +60% YoY |
| Robotics Shipments | — | — | 🚀 +193% YoY |
🔎 Drivers
Hesai’s underlying volume story was much stronger than the headline revenue number suggests.
- ADAS lidar shipments +60%
- Robotics lidar shipments +193%
- Continued profitable scaling
- Stronger robotics exposure
Trade Setup: 🟡 Speculative AI/Autonomous Driving
Verdict: Mixed: operational growth is impressive, but the revenue/EPS picture wasn’t as clean as Pony AI. (markets.businessinsider.com)
🏢 VNET Group — VNET
Report: Before Open
| Metric | Actual | Est. | Surprise |
|---|---|---|---|
| Revenue | $409.0M | ~$401.8M | 🟢 +1.8% |
| EPS | −$0.08 | −$0.06 | 🔴 Miss |
🔎 Drivers
VNET is becoming increasingly tied to the AI/data-center buildout.
Revenue is growing, but the investment burden is significant:
- Data-center expansion
- AI/HPC demand
- High capital expenditure
- Revenue growth ahead of profitability
Trade Setup: 🟡 AI Infrastructure / High Risk
Verdict: Revenue beat, but profitability remains the weak point.
🌙 AFTER-CLOSE EARNINGS
🥇 Keysight Technologies — KEYS
Report: After Close
After-hours: 🟢 ~+5%
| Metric | Actual | Est. | Surprise |
|---|---|---|---|
| Adjusted EPS | $3.07 | $2.48 | 🚀 +23.8% |
| Revenue | $1.85B | ~$1.75B | 🟢 +5.7% |
| Revenue Growth | +37% YoY | — | 🚀 |
| GAAP Net Income | $397M | — | 🚀 +108% YoY |
🚀 Guidance
Q4 Revenue: $1.93B–$1.95B
Q4 Adjusted EPS: $3.34–$3.40
Both were above Wall Street expectations.
🔎 Drivers
This is one of the strongest AI-infrastructure earnings reports of the week.
- AI data-center buildout
- Commercial communications demand
- High-speed networking
- Semiconductor test equipment
- Strong free cash flow
Trade Setup: 🟢 Strong Bullish / AI Infrastructure
Verdict: Beat + strong guidance + positive AH reaction. This was arguably the best after-close report. (Business Wire)
🛡️ Mercury Systems — MRCY
Report: After Close
After-hours: 🔴 Sharp sell-off
| Metric | Actual | Est. | Surprise |
|---|---|---|---|
| Revenue | $289.8M | ~$266.2M | 🟢 +8.9% |
| Adjusted EPS | $0.37 | ~$0.38 | 🔴 ~−3% |
| Bookings | ~$660M | — | 🚀 |
| Backlog | >$1.9B | — | 🟢 |
🔎 Why did it fall despite the revenue beat?
The market wanted profitability and forward execution, not simply revenue.
Mercury produced:
- Record revenue
- Strong bookings
- Record backlog
- Defense spending tailwinds
But adjusted EPS missed expectations.
Trade Setup: 🟡/🔴 Defense Growth / Wait for Margin Confirmation
Verdict: Revenue beat but EPS miss = negative initial reaction. (StockStory)
🏡 Toll Brothers — TOL
Report: After Close
| Metric | Actual | Est. | Surprise |
|---|---|---|---|
| EPS | $2.97 | ~$2.90–2.93 | 🟢 ~+2.4% |
| Revenue | $2.66B | ~$2.61B | 🟢 ~+2.4% |
| YoY Revenue | — | — | 🔴 −9.7% |
🔎 Drivers
The result provides another important read on the U.S. housing market.
Revenue declined despite the earnings beat, reflecting:
- High mortgage rates
- Softer demand
- Lower home deliveries
- Pricing/mix effects
However, management reaffirmed approximately $10.5B FY2026 revenue guidance and increased its share-repurchase authorization.
Trade Setup: 🟡 Housing / Value
Verdict: Better than feared, but not a housing recovery signal yet. (StockStory)
🏦 Jack Henry & Associates — JKHY
Report: After Close
| Metric | Actual | Est. | Surprise |
|---|---|---|---|
| EPS | $1.57 | ~$1.47 | 🟢 +6.8% |
| Revenue | $633.1M | ~$628M | 🟢 +0.8% |
| GAAP Revenue Growth | +4.7% | — | 🟢 |
| Adjusted Revenue Growth | +6.6% | — | 🟢 |
🔎 Drivers
Jack Henry continues to benefit from:
- Recurring banking software revenue
- Payments
- Digital banking
- Core-processing demand
- Deconversion revenue
The quarter showed solid revenue growth and an EPS beat, although operating income was softer.
Trade Setup: 🟢 Moderately Bullish / Quality Software
Verdict: Clean beat, but not explosive. (Jack Henry & Associates, Inc.)
🛋️ La-Z-Boy — LZB
Report: After Close
| Metric | Actual | Est. | Surprise |
|---|---|---|---|
| EPS | $0.44 | ~$0.49 | 🔴 −10.4% |
| Revenue | ~$476M | ~$500M | 🔴 −4.8% |
🔎 Drivers
This was a weaker consumer read.
The company is exposed to:
- Furniture demand
- Consumer confidence
- Housing turnover
- Financing costs
- Tariffs/input costs
Trade Setup: 🔴 Cautious / Consumer Discretionary
Verdict: Double miss. La-Z-Boy provides a less encouraging read-through for discretionary household spending than Home Depot. (Yahoo Finanzen)
📊 AUGUST 18 — TOP EARNINGS SCORECARD
| Stock | Timing | Price Reaction | EPS Surprise | Revenue Surprise | Guidance | Trade Setup |
|---|---|---|---|---|---|---|
| HD | BMO | 🟢 +1.5% | 🟢 +4.0% | 🟢 +1.3% | 🟢 Reaffirmed | 🟢 |
| AS | BMO | 🟢 Strong | 🚀 +100% | 🟢 +5.8% | 🚀 Raised | 🟢 |
| PONY | BMO | 🟡 Volatile | 🟢 Beat | 🟢 +2.8% | 🟡 | 🟢/🟡 |
| BIDU | BMO | 🔴 ~−9% PM | 🔴 Miss | 🔴 Miss | 🟡 | 🔴 |
| KLAR | BMO | 🔴 ~−23% | 🚀 Beat | 🟢 Beat | 🔴 Cut | 🔴 |
| HSAI | BMO | 🟡 | 🟡/🔴 | 🟡/🔴 | 🟡 | 🟡 |
| VNET | BMO | 🟡 | 🔴 Miss | 🟢 +1.8% | 🟡 | 🟡 |
| KEYS | AMC | 🟢 ~+5% AH | 🚀 +23.8% | 🟢 +5.7% | 🚀 Raised | 🟢 |
| MRCY | AMC | 🔴 Sharp drop | 🔴 ~−3% | 🟢 +8.9% | 🟡 | 🟡/🔴 |
| TOL | AMC | 🟡 | 🟢 ~+2.4% | 🟢 ~+2.4% | 🟢 Reaffirmed | 🟡 |
| JKHY | AMC | 🟢/🟡 | 🟢 +6.8% | 🟢 ~+0.8% | 🟡 | 🟢 |
| LZB | AMC | 🔴 | 🔴 −10.4% | 🔴 −4.8% | 🟡 | 🔴 |
🏆 BEST EARNINGS REPORTS
🥇 KEYS — Keysight
Best overall after-close report
EPS beat + revenue beat + 37% revenue growth + strong Q4 guidance.
The AI/data-center investment cycle is translating directly into test-and-measurement demand. (TipRanks)
🥈 AS — Amer Sports
Best premarket fundamental report
Arc’teryx, Salomon and Wilson drove broad-based growth, while management raised the full-year outlook. (Amer Sports Investoren)
🥉 HD — Home Depot
Best large-cap consumer report
The key takeaway was that the consumer remains resilient in repairs and maintenance despite a weak housing market.
🚨 BIGGEST EARNINGS DISAPPOINTMENTS
🔴 KLAR — Klarna
The −23% collapse shows how aggressively the market punished the guidance reduction despite the earnings beat. (The Wall Street Journal)
🔴 BIDU — Baidu
The advertising franchise continues to deteriorate while AI growth has not yet fully replaced it. (Investing.com)
🔴 LZB — La-Z-Boy
Double miss and a negative read-through for discretionary consumer spending. (Yahoo Finanzen)
🔴 MRCY — Mercury Systems
Strong revenue and bookings were not enough because EPS missed and investors wanted better margin conversion. (StockStory)
🔎 AUGUST 18 EARNINGS THEMES
🤖 AI — Still Strong, But Investors Are Becoming Selective
KEYS is the standout.
The difference between KEYS and BIDU is revealing:
- KEYS: AI demand is producing real revenue + earnings
- BIDU: AI is growing, but legacy advertising is shrinking faster
That’s an increasingly important distinction for the AI trade.
🏠 Housing — Still No Recovery
HD: resilient repair spending
TOL: revenue down ~10%
LZB: revenue miss
The data still points to a two-speed housing consumer:
Maintenance/repair → resilient
Big-ticket housing/furniture → weak
💳 Consumer Credit — Warning From Klarna
Klarna’s guidance cut and Germany weakness suggest that European discretionary spending is becoming more fragile.
That makes Thursday’s Walmart report even more important.
🎯 STOCKINSIGHT™ TRADE RANKING
| Rank | Stock | Bias | Risk | Key Reason |
|---|---|---|---|---|
| 🥇 | KEYS | 🟢 Strong Bullish | Medium | AI demand + major beat |
| 🥈 | AS | 🟢 Strong Bullish | Medium | Growth + raised guidance |
| 🥉 | HD | 🟢 Bullish | Medium | Consumer resilience |
| 4 | JKHY | 🟢 Bullish | Medium | Clean EPS beat |
| 5 | PONY | 🟢/🟡 | Very High | Robotaxi growth |
| 6 | TOL | 🟡 | Medium | Beat but weak housing |
| 7 | HSAI | 🟡 | High | Lidar growth |
| 8 | VNET | 🟡 | High | AI infrastructure |
| 9 | MRCY | 🔴/🟡 | High | EPS/margin disappointment |
| 10 | LZB | 🔴 | Medium/High | Double miss |
| 11 | BIDU | 🔴 | High | Advertising deterioration |
| 12 | KLAR | 🔴 | High | Guidance cut |
📌 STOCKINSIGHT™ BOTTOM LINE
August 18 produced a very clear earnings divide.
🟢 KEYS: AI spending is generating real earnings acceleration.
🟢 AS: premium consumer brands continue to outperform.
🟢 HD: repair spending remains resilient.
🟢 PONY: robotaxi economics are developing rapidly, but cash burn remains high.
🟡 TOL: housing is stabilizing, but not recovering.
🔴 MRCY: revenue growth isn’t enough without margin conversion.
🔴 BIDU: AI transition hasn’t yet offset advertising weakness.
🔴 KLAR: guidance matters more than a quarterly beat.
🔴 LZB: discretionary consumer demand remains weak.
🔥 The most important takeaway
The market is rewarding companies that can demonstrate actual AI-driven revenue and earnings — and punishing companies that merely promise future growth.
That makes KEYS one of the most important earnings reports of the week, while the market now turns its attention to Lowe’s, Target, TJX and Analog Devices on August 19, followed by Walmart, Alibaba, Deere and Ross Stores on August 20. (Kiplinger)
StockInsight™ Earnings Bias: 🟢 Selectively Bullish — strong execution is being rewarded, while weak guidance is being punished aggressively.
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