Weekly digest, Oct 5 to Oct 11, 2026: 245 new earnings analyses

This week: 245 new earnings analyses and 5 market briefs were published from Oct 5 to Oct 11, 2026. Everything below is taken from those pieces; nothing here is new reporting.

New earnings analyses

Biggest swings in revenue

Year-over-year revenue change as reported in each analysis, among this week's reports.

Fastest growth

• BNAI Q2 2026: revenue +3101.7%
• BNKK Q2 2026: revenue +2488.4%
• AXG Full Year 2026: revenue +895.0%

Slowest growth or decline

• AURE Q3 2026: revenue -100.0%
• BRNX H1 (Interim) 2026: revenue -100.0%
• BOLT Q2 2026: revenue -99.7%

What the analyses found

• CATY Q2 2026 (Net interest income $201M (+10.9%) · NIM 3.48% · EPS $1.37 (+24.5%)): Cathay General Bancorp lifted Q2 2026 net income 19.0% to $92.2M ($1.37 diluted EPS) as deposit costs fell faster than loan yields, pushing its net interest margin to 3.48% while non-performing assets dropped 27% year over year.
• CASS Q2 2026 (Net interest income $22M (+10.6%) · NIM 4.00% · EPS $0.81 (+22.7%)): Cass posted record Q2 2026 EPS of $0.81 (adjusted $0.71, +22.4%) as its net interest margin widened to 4.00% and higher freight rates lifted float and early-payment fees, offsetting falling invoice counts.
• CART Q2 2026 (Revenue $1.0B (+14.1%) · EPS $0.45 (+9.8%)): Instacart's GTV rose 14% to $10.35B and revenue 14% to $1,043M, beating guidance, but GAAP net income fell 4% to $111M on higher stock pay, tax and lower interest income; EPS rose 10% to $0.45 only because buybacks cut the share count 11.5%.
• CASH Q3 2026 (Net interest income $113M (-7.7%) · NIM 6.59% · EPS $1.37 (-24.3%)): Pathward earned $1.37 a share in its June quarter, down 24%, as nonperforming loans more than doubled to $275M on renewable-energy loans to one developer, pushing full-year EPS guidance down to $7.80–$8.20.
• CARG Q2 2026 (Revenue $251M (+13.1%) · EPS $0.54 (+10.2%)): CarGurus grew Q2 2026 revenue 13% to $251.0M on higher dealer pricing, but an 18% jump in sales and marketing kept net income flat; EPS rose 10% to $0.54 on a 9% smaller share count.
• CARL Q2 2026 (Revenue $19M (+56.7%) · EPS $-0.39): Carlsmed grew Q2 2026 revenue 57% to $18.9M on more personalized spine-implant procedures, but operating costs rose 66%, so the net loss widened to $10.5M even as the full-year revenue guide went up to $74–78M.
• CAPR Q2 2026 (EPS $-0.70): Capricor's Q2 2026 net loss widened to $40.7M as it spent ahead of a Deramiocel launch, while the FDA decision slipped to Nov 22 after a 9–3 advisory vote against the cardiac claim.
• CARE Q2 2026 (Net interest income $40M (+23.5%) · NIM 3.38% · EPS $1.31 (+254.1%)): Carter Bankshares earned $1.31 a share in Q2 2026, mostly from a $35.9M insurance-sale gain; adjusted EPS rose 29% to $0.53 as net interest margin jumped to 3.38% after the Justice loan sale.
• CAR Q2 2026 (Revenue $3.0B (-1.3%) · EPS $0.98 (+880.0%)): Avis Budget's Q2 2026 revenue slipped 1% to $3.0B on 2% fewer rental days, but a 5% smaller, record-utilized fleet cut per-car costs 4% and EPS rose to $0.98 from $0.10, flattered by last year's restructuring charge and a lower tax rate.
• CAMT Q2 2026 (Revenue $133M (+8.0%) · EPS $0.46 (-33.3%)): Camtek posted record Q2 revenue of $133.2M (+8%) and guided Q3 to $158–160M on over $600M of 2026 orders, but GAAP EPS fell 33% to $0.46 on higher R&D, a $7.7M one-time tax charge and weak cash conversion.
• CAMP Q2 2026 (Revenue $1.8M (+18.8%) · EPS $-0.58): CAMP4's Q2 2026 net loss widened to $33.5M, but $20.9M of that was a non-cash charge on its share-sale agreement; underlying spending was flat, and a $50.1M second closing in August extends cash into the end of 2028, ahead of a first patient in its SYNGAP1 trial expected by end-2026.
• CAI Q2 2026 (Revenue $264M (+45.4%) · EPS $0.00): Caris grew Q2 2026 revenue 45% to $263.7M and swung to a $26.9M operating profit as revenue per test rose about 31%, but its raised $1.03–1.04B guidance implies second-half growth of only about 8–10%.

Plus 233 more on the latest reports page.

Market briefs this week

• Fed acts on Amex; Delta, EOG file results – Market Brief, Oct 9, 2026: The Federal Reserve announced an enforcement action against American Express, while Delta, EOG and Diamondback filed results and Apple reportedly cut iPhone or…
• Fed minutes hint at hike; PepsiCo files results – Market Brief, Oct 8, 2026: Fed minutes show officials expect another rate hike without saying when, while PepsiCo, APA and Applied Digital filed quarterly results with the SEC.
• SpaceX chip loan talks, S&P 500 record – Market Brief, Oct 7, 2026: SpaceX is reported in talks to borrow $40 billion for Nvidia chips, the S&P 500 hit an intraday record, and the SEC moved against a former Western Asset CIO.
• Apollo, Corteva file 8-Ks; Brazil stocks jump – Market Brief, Oct 6, 2026: Apollo filed an 8-K with results and Reg FD disclosure, Corteva reported a closed deal, and Brazilian stocks rose ahead of an Oct. 25 runoff.
• Schneider's $23B software deal; Intel slips – Market Brief, Oct 5, 2026: Schneider Electric agreed to a $23 billion software acquisition, Intel fell on a TSMC report, and Bessent defended Treasury's bond record.

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.