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
MCDONALDS CORP Said Mar 2026: decelerate from the 3.4% in Q1
Jun 2026: Turning to the international developmental license markets. Comparable sales increased 1.9%.
Said Mar 2026: meaningful deceleration from the 3.9% in Q1, with acceleration on a 2-year stack
Jun 2026: the business slowed significantly, posting comparable sales growth of 0.8% in the quarter. This was below our expectations
Said Dec 2025: tailwind totaling in the range of $0.20 to $0.30
Jun 2026: We currently estimate a tailwind of about $0.15 from the impact of foreign currency translation on full year 2026 adjusted EPS based on current exchange rates. That's down from our previously estimated range of a $0.20 to $0.30 tailwind.
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 |
|---|---|---|
NK NIKE, Inc. | NIKE, Inc. Q1 FY27 — Performance momentum offset by a deeper portfolio reset | Greater China revenue fell 26%, and management expects the decline to worsen over the balance of FY27 as the digital and marketplace reset continues. |
MK MCCORMICK & CO INC | McCormick & Company Q3 FY26 — Acquisition accretion and productivity offset uneven demand | A Consumer Americas packaging-component constraint could reduce total-company Q4 volume growth by up to 1 point and full-year organic growth by approximately 30 bps. |
AY ACUITY INC. (DE) | Acuity Inc. Q4 FY26 — AIS growth and mix gains offset emerging memory-cost pressure | ABL sales declined by $3 million, or less than 1%, while adjusted operating profit fell $14 million and adjusted operating margin contracted 130 basis points to 18.8%. |
BS BASSETT FURNITURE INDUSTRIES INC | Bassett Furniture Industries Q3 FY26 — Broad-based sales growth and margin recovery | Retail gross margin declined 90 bps to 51.5% as increased promotional activity reduced margins on inline goods. |
NA Namib Minerals | Namib Minerals Q2 FY26 — Gold-price leverage funds capacity and restart plans | How Mine H1 2026 production fell 11% to 11,373 ounces as grade declined to 1.7 g/t from 1.9 g/t; FY26 production guidance was cut to 26,500-27,000 ounces from 28,000-31,500 ounces. |
AC Accenture plc | Accenture Q4 FY26 — Broad growth and AI scale support a resilient FY27 setup | Direct Middle East conditions worsened in Q4; the affected business is roughly $1B annualized and the FY27 outlook assumes the headwind continues. |
Inve Case
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“I expect sales to grow without too much debt.”
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