Weekly digest
Weekly digest, Sep 21 to Sep 27, 2026: 415 new earnings analyses
Published Sep 27, 2026
415 new earnings analyses (including TSCO, TRMB, TRV) and 5 market briefs from Sep 21 to Sep 27, 2026.
This week: 415 new earnings analyses and 5 market briefs were published from Sep 21 to Sep 27, 2026. Everything below is taken from those pieces; nothing here is new reporting.
New earnings analyses
| Report | Revenue | Revenue vs. a year earlier | Diluted EPS | EPS vs. a year earlier |
|---|---|---|---|---|
| TSCO Q2 2026 | $4.5B | +2.3% | $0.69 | -14.9% |
| TRMB Q2 2026 | $972M | +11.0% | $-2.02 | n/a |
| TRV Q2 2026 | $12.2B | +0.3% | $10.26 | +57.1% |
| TDG Q3 2026 | $2.7B | +22.5% | $9.39 | +10.9% |
| TT Q2 2026 | $6.4B | +10.6% | $4.20 | +8.5% |
| TTD Q2 2026 | $715M | +3.0% | $0.14 | -22.2% |
| TKO Q2 2026 | $1.5B | +18.2% | $1.34 | +14.5% |
| TPL Q2 2026 | $246M | +31.2% | $2.23 | +32.7% |
| TXT Q2 2026 | $3.8B | +3.0% | $1.42 | +5.2% |
| TER Q2 2026 | $1.3B | +103.9% | $2.38 | +385.7% |
| TDY Q2 2026 | $1.7B | +9.8% | $5.37 | +21.2% |
| TEL Q3 2026 | $5.2B | +13.8% | $2.55 | +19.2% |
| TROW Q2 2026 | $1.9B | +10.7% | $2.88 | +28.6% |
| TRGP Q2 2026 | $4.4B | +4.2% | $3.54 | +23.3% |
| TPR Full Year 2026 | $8.0B | +14.2% | $7.27 | +786.6% |
| SYY Full Year 2026 | $84.6B | +3.9% | $3.66 | -1.9% |
| SYF Q2 2026 | $3.7B | +1.9% | $2.59 | +3.6% |
| SNPS Q3 2026 | $2.5B | +42.4% | $2.84 | +89.3% |
| SYK Q2 2026 | $6.6B | +9.4% | $3.30 | +44.1% |
| STE Q1 2027 | $1.5B | +7.3% | $2.04 | +14.0% |
| STT Q2 2026 | $4.0B | +17.4% | $3.65 | +68.2% |
| SOLV Q2 2026 | $2.2B | +2.2% | $0.53 | +3.9% |
| STLD Q2 2026 | $6.1B | +33.4% | $3.69 | +83.6% |
| SWK Q2 2026 | $4.0B | +0.4% | $2.33 | +247.8% |
| LUV Q2 2026 | $8.4B | +16.4% | $0.47 | +20.5% |
| SW Q2 2026 | $8.0B | +1.1% | $0.17 | n/a |
| SNA Q2 2026 | $1.3B | +4.2% | $4.96 | +5.1% |
| SPG Q2 2026 | $1.8B | +19.5% | $1.49 | -12.4% |
| SJM Q1 2027 | $2.2B | +5.0% | $3.03 | n/a |
| SWKS Q3 2026 | $935M | -3.1% | $0.22 | -68.6% |
| SRE Q2 2026 | $3.0B | -0.1% | $1.21 | +70.4% |
| SHW Q2 2026 | $6.8B | +7.5% | $3.43 | +14.3% |
| STX Full Year 2026 | $12.2B | +34.1% | $13.90 | +105.3% |
| SLB Q2 2026 | $9.0B | +5.0% | $0.52 | -29.7% |
| SBAC Q2 2026 | $715M | +2.3% | $1.87 | -10.5% |
| SNDK Full Year 2026 | $20.2B | +175.3% | $73.76 | n/a |
| ROP Q2 2026 | $2.1B | +8.5% | $11.62 | +233.0% |
| ROL Q2 2026 | $1.1B | +7.9% | $0.30 | +3.4% |
| ROK Q3 2026 | $2.3B | +7.9% | $3.65 | +40.4% |
| RVTY Q2 2026 | $730M | +1.3% | $0.47 | +2.2% |
Biggest swings in revenue
Year-over-year revenue change as reported in each analysis, among this week's reports.
Fastest growth
- MU Q3 2026: revenue +345.7%
- AMST Full Year 2026: revenue +230.2%
- SNDK Full Year 2026: revenue +175.3%
Slowest growth or decline
- EQT Q2 2026: revenue -29.2%
- EXE Q2 2026: revenue -19.8%
- COIN Q2 2026: revenue -18.5%
What the analyses found
- TSCO Q2 2026 (Revenue $4.5B (+2.3%) · EPS $0.69 (-14.9%)): Tractor Supply grew Q2 2026 sales 2.3% to $4.54B on new stores, but comparable sales fell 1.5% on fewer transactions; Petsense closures and the VIP Petcare deal cut GAAP EPS 14.9% to $0.69 (adjusted $0.81, flat), and full-year guidance was cut sharply.
- TRMB Q2 2026 (Revenue $972M (+11.0%) · EPS $-2.02): Trimble grew Q2 revenue 11% to $972.0M and ARR 14% to a record $2.51B, but a $562.0M non-cash goodwill write-down on its freight-software unit produced a GAAP loss of $(2.02) per share; full-year guidance was raised.
- TRV Q2 2026 (Premiums written $11.5B (-0.1%) · Combined ratio 83.6% · EPS $10.26 (+57.1%)): Travelers Q2 2026 net income rose 46% to $2.21B ($10.26/share) on lighter storm losses, bigger reserve releases and 14% higher investment income; combined ratio improved to 83.6% as premiums held flat after the Canada sale.
- TDG Q3 2026 (Revenue $2.7B (+22.5%) · EPS $9.39 (+10.9%)): TransDigm fiscal Q3 2026 (Apr–Jun): sales up 22.5% to $2.74B on 12.6% organic growth plus acquisitions, but net income rose only 9.5% as acquired lower-margin businesses and a 29.5% jump in interest expense diluted profits; FY2026 guidance raised.
- TT Q2 2026 (Revenue $6.4B (+10.6%) · EPS $4.20 (+8.5%)): Trane Technologies grew Q2 2026 revenue 10.6% to $6.35B and bookings 39% to a record $7.8B (backlog $12.1B, +70%), but pricing added just 0.3% and operating margin fell 100 bps to 19.3%; full-year guidance raised again.
- TTD Q2 2026 (Revenue $715M (+3.0%) · EPS $0.14 (-22.2%)): The Trade Desk's Q2 2026 revenue grew only 3% to $715M as existing clients cut spend, GAAP net income fell 29% to $64M, and management guided Q3 revenue to at least $650M, below last year's $739M.
- TKO Q2 2026 (Revenue $1.5B (+18.2%) · EPS $1.34 (+14.5%)): TKO's Q2 2026 revenue rose 18% to $1.55 billion on the new Paramount (UFC) and Netflix/ESPN (WWE) media deals, the UFC White House event and World Cup hospitality, while a $30 million WWE litigation charge and higher interest held net income growth to 11%; full-year guidance was raised.
- TPL Q2 2026 (Revenue $246M (+31.2%) · EPS $2.23 (+32.7%)): Texas Pacific Land's Q2 2026 revenue rose 31% to $246.1M and EPS to $2.23 as a $97.55 realized oil price lifted royalties 53%, while water revenue grew 39% on higher volumes.
- TXT Q2 2026 (Revenue $3.8B (+3.0%) · EPS $1.42 (+5.2%)): Textron's Q2 2026 revenue rose 3% to $3.83B and EPS 5% to $1.42, but segment profit was flat at $353M only thanks to a $21M tariff refund, Citation jet deliveries fell to 40 from 49, and Bell's MV-75 program ran out of fiscal 2026 funding in July.
Plus 403 more on the latest reports page.
Market briefs this week
- Trump hosts Xi; Akamai signs Anthropic deal – Market Brief, Sep 25, 2026: Trump and Xi meet as China confirms first AI talks; Akamai lands a $12 billion Anthropic cloud deal; Costco beats but investors stay cautious.
- US-China truce extended; Starbucks files 8-K – Market Brief, Sep 24, 2026: Bessent says the U.S.-China trade truce runs to Jan. 10 as Xi meets Trump, Starbucks discloses exit costs, and the SEC reports more IPOs.
- Nasdaq record, SEC fines OTC Link, oil slips – Market Brief, Sep 23, 2026: Nasdaq set a record high as U.S.-Iran talks pressured oil, the SEC censured OTC Link, and the Fed approved a BancFirst application.
- Saudi pipeline restart, Viking obesity data lift – Market Brief, Sep 22, 2026: Saudi Arabia restarts its East-West oil pipeline as BofA flags $150 oil risk; Viking obesity data hits Eli Lilly and Novo shares.
- Market brief, Sep 21, 2026: Cost pressures squeeze companies as household borrowing rates climb: Reports point to tariffs, record diesel prices and higher interest rates pressing on US manufacturers, retailers and transport firms, while mortgage rates rose again and savers can lock in CD yields up to 4.40%.
Assembled automatically each week from this site's own published analyses and briefs. Figures are as stated in each linked report. For information only; not investment advice.
Related analyses
- Tractor Supply (TSCO) · Q2 2026Revenue $4.5B (+2.3%) · EPS $0.69 (-14.9%)
Tractor Supply grew Q2 2026 sales 2.3% to $4.54B on new stores, but comparable sales fell 1.5% on fewer transactions; Petsense closures and the VIP Petcare deal cut GAAP EPS 14.9% to $0.69 (adjusted $0.81, flat), and full-year guidance was cut sharply.
- Trimble Inc. (TRMB) · Q2 2026Revenue $972M (+11.0%) · EPS $-2.02
Trimble grew Q2 revenue 11% to $972.0M and ARR 14% to a record $2.51B, but a $562.0M non-cash goodwill write-down on its freight-software unit produced a GAAP loss of $(2.02) per share; full-year guidance was raised.
- The Travelers Companies (TRV) · Q2 2026Premiums written $11.5B (-0.1%) · Combined ratio 83.6% · EPS $10.26 (+57.1%)
Travelers Q2 2026 net income rose 46% to $2.21B ($10.26/share) on lighter storm losses, bigger reserve releases and 14% higher investment income; combined ratio improved to 83.6% as premiums held flat after the Canada sale.
- TransDigm Group (TDG) · Q3 2026Revenue $2.7B (+22.5%) · EPS $9.39 (+10.9%)
TransDigm fiscal Q3 2026 (Apr–Jun): sales up 22.5% to $2.74B on 12.6% organic growth plus acquisitions, but net income rose only 9.5% as acquired lower-margin businesses and a 29.5% jump in interest expense diluted profits; FY2026 guidance raised.
For information only; not investment advice. Methodology