Earnings calls, SEC filings, segment results and management guidance for US companies, in plain language and sourced to the filing. Find ideas, research them, and buy, hold or sell on evidence, not tips.
Which segments and sectors are growing, and who reports next.
Results, revenue by segment and insider trades, from SEC filings.
Each analysed earnings call, and what became of each target.
Sector analysis
10 of 11 sectors grew earnings year on year
Today's example
AAR CORP Said May 2026: 12.25% to 12.75%
Aug 2026: Excluding legacy commercial programs, adjusted EBITDA margin was 13.3%, already within the 3-year target range that we established at our Investor Day a few months ago in May.
Said Aug 2024: begin operation
Said May 2026: low double digits to low teens
Aug 2026: For the full year, we are increasing our sales outlook and now expect growth excluding LCP in the low teens.
Each target is kept with the call it came from and marked against the quarters that followed.
The strongest claim management made on each call, and the sharpest thing they conceded.
| Company | What the call said | What they conceded |
|---|---|---|
JB HUNT J B TRANSPORT SERVICES INC | J.B. Hunt Q3 FY26 — Disciplined Growth Amidst Cost Headwinds, Focus on Margin Repair | Operating income increased only 2% year-over-year and fell 5% sequentially. |
MR MARSH & MCLENNAN COMPANIES, INC. | Marsh & McLennan Companies, Inc. Q3 FY26 — Strong Growth and Increased Thrive Savings Target | Reinsurance revenue declined 6% on an underlying basis due to continued softness in property reinsurance rates and tough comparisons. |
MA ManpowerGroup Inc. | ManpowerGroup Q3 FY26 — Strong Performance with Leadership Transition and Transformation Progress | Permanent recruitment activity was slightly softer than expected, notably in France, contributing to a 10 basis point decline in gross profit margin. |
US US BANCORP DE | U.S. Bancorp Q3 FY26 — Record Revenue and Strong Operating Leverage | AOCI-adjusted CET1 ratio declined 30 basis points to 9.1% due to RWA growth and higher treasury rates. |
IB Interactive Brokers Group, Inc. | Interactive Brokers Q3 FY26 — Record Pretax Profit and Increased Dividend Amidst Strong Account Growth | S&P 500 gains masked narrow market breadth, with the 10 largest U.S. technology stocks representing nearly 40% of the index's total value. |
AA Alcoa Corp | Alcoa Q3 FY26 — Operational Momentum and Strategic Acquisition Progress | Tragic fatality occurred on September 16 at the Alumar smelter in Brazil. |
Inve Case
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“I expect sales to grow without too much debt.”
The available figures are within your numeric limits. Review the plant condition yourself.
Research tools
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