#adjusted-eps-growth
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bloomberg.com
New: Tesla omitted its return to growth forecast after reporting first-quarter adjusted EPS and revenue that missed estimates
Live: Tesla’s First Quarter Earnings Miss Analyst Estimates
Tesla (TSLA) Earnings Call Q1 2025: Live Results, Elon Musk Comments
bloom.bg
April 22, 2025 at 8:18 PM
peark.es
The Kimmel cancellations didn't stick (that's good actually)

*DISNEY 4Q ADJ EPS $1.11, EST. $1.07
*DISNEY SEES DOUBLE DIGIT ADJUSTED EPS GROWTH FOR 2026
*DISNEY 4Q TOTAL HULU SUBSCRIBERS 64.1M, EST. 62.46M
*DISNEY 4Q DISNEY+ TOTAL SUBSCRIBERS 131.6M, EST. 130.08M
November 13, 2025 at 11:41 AM
peark.es
A huge story for a specific sector of the stock market (and that I've posted about a fair bit) that hasn't gotten a lot of mainstream traction is the collapse in health insurance markets. UNH earnings this morning were *a disaster*. Not shedding a tear for them but this will have big ramifications.
Chart of UNH Medical Loss Ratio (payments to health insurance providers as a percentage of premiums taken in) Since 2005 Annual adjusted EPS growth for UNH since 1992
July 29, 2025 at 10:50 AM
peark.es
The humble ratchet set is a decent economic indicator and SNA's report this morning suggests the winds are shifting.
Chart showing Snap-On (SNA) adjusted EPS growth YoY versus US recessions since 2002
October 16, 2025 at 11:28 AM
peark.es
Another brutal print for a health insurer. $ELV
YEAR FORECAST Sees adjusted EPS $30, saw $34.15 to $34.85, estimate $34.23 (Bloomberg Consensus) SECOND QUARTER RESULTS Adjusted EPS $8.84, estimate $8.94 Operating revenue $49.42 billion, +14% y/y, estimate $48.14 billion Premiums $41.27 billion, estimate $39.9 billion Product revenue $6.04 billion, estimate $5.94 billion Service fees $2.11 billion, estimate $2.23 billion Health benefits operating revenue $41.58 billion, estimate $40.95 billion CarelonRx operating revenue $10.64 billion, estimate $10.1 billion Carelon services operating revenue $7.44 billion, estimate $6.73 billion Benefit expense ratio 88.9%, estimate 89.1% Medical membership 45.62 million, estimate 45.93 million COMMENTARY AND CONTEXT Health Revising FY 2025 Adj EPS View to About $30.00 Health Sees Yr Adj EPS About $30, Saw $34.15-$34.85 Health Cites Elevated Cost Trends in ACA & Medicaid Health Also Cites Slower Rate Alignment in Medicaid Confident in Achieving at Least 12% Avg Annual Growth Medical membership decline driven by lower Medicaid membership and attrition resulting from lower effectuation rates in our Individual ACA business Revising FY 2025 adjusted diluted EPS guidance to approximately $30.00 Given the ongoing and industry-wide impact of elevated cost trends in ACA and Medicaid, Elevance Health now expects 2025 GAAP net income per diluted share to be approximately $24.10 and adjusted net income per diluted share to be approximately $30.00. "We are updating our outlook to reflect elevated medical cost trends in ACA and slower rate alignment in Medicaid."
July 17, 2025 at 10:13 AM
mikezaccardi.bsky.social
BofA: Using adjusted values for Alphabet, Meta, and Amazon, we estimate underlying growth is tracking closer to 17% YoY, still the highest since 2021, and a 5% beat vs. consensus on April 1.

It’s not just mega caps: median EPS growth +11% YoY
May 4, 2026 at 11:11 AM
fintwitter.bsky.social
BAT EXPECTS FY ADJUSTED EPS GROWTH IN THE 5-8% RANGE AND ANTICIPATES REVENUE GROWTH AT THE LOWER END OF 2-5%.
September 29, 2026 at 8:15 AM
financialreportinsights.com
OTIS Q2 2026 earnings: Revenue $3.9B (+7.3%) · EPS $1.12 (+13.1%). Otis grew Q2 2026 sales 7% to $3.86B on 9% organic Service growth and 24% modernization growth, but adjusted EPS fell 4% to $1.01 as Service margins narrowed, and it cut fu…
https://financialreportinsights.com/companies/otis/2026/q2
Otis Worldwide (OTIS) Q2 2026 Earnings: Revenue $3.9B (+7.3%)
Otis grew Q2 2026 sales 7% to $3.86B on 9% organic Service growth and 24% modernization growth, but adjusted EPS fell 4% to $1.01 as Service margins narrowed, and it cut full-year adjusted EPS guidance to $4.01-4.05.
financialreportinsights.com
September 30, 2026 at 12:01 AM
davelee.me
Tesla earnings heds:
*TESLA 1Q FREE CASH FLOW $664M, EST. $1.08B
*TESLA LEAVES OUT RETURN TO GROWTH FORECAST FROM EARNINGS REPORT

Adjusted EPS 27c vs. 45c y/y, estimate 43c
Revenue $19.34 billion, -9.2% y/y, estimate $21.37 billion
Operating income $399 million, -66% y/y, estimate $1.13 billion
April 22, 2025 at 8:11 PM
opticalpha.bsky.social
FactSet's Q4: adjusted EPS $4.52 beat the $4.32 estimate, revenue $634.7M up 6.3%. GAAP EPS fell 15.4% to $3.41 on higher comp and tech spend. Stock still dropped near 3%. 47 straight years of revenue growth wasn't enough to hold the print. #FDS
September 30, 2026 at 12:29 PM
gunpowderusa.bsky.social
The company reported strong fiscal 2026 results, including 8% recurring revenue growth (constant currency) and 12% adjusted EPS growth, marking t...

🚀 Free alerts → https://gunpowderalerts.com/go?utm_source=bluesky&utm_medium=social&utm_campaign=high_priority_filing
#WallStreet #Compliance #DEF14A
September 29, 2026 at 4:17 PM
fintwitter.bsky.social
HERSHEY Q3 SALES USD 3,181.4 MILLION VS ESTIMATE USD 3,107 MILLION || Q3 ADJUSTED EPS USD 1.3 VS ESTIMATE USD 1.06 || Q3 EPS USD 1.36 || Q3 NET INCOME USD 276.3 MILLION || OUTLOOK FY ADJUSTED EPS GROWTH -36 TO 38% || OUTLOOK FY SALES GROWTH 2%
October 30, 2025 at 10:48 AM
boycottcitizens.org
CoreCivic’s 2025 Q4 and full-year earnings are out. Even before seeing the full impact of the massive new detention budget, the company reported a record $2.21 billion in revenues.

They expect to see more growth in 2026 "as demand for [their] solutions persists."

ir.corecivic.com/news-release...
Table titled “Financial Highlights” comparing Q4 2025 and full-year 2025 results with year-over-year changes. Q4: total revenue $604.0 million (up 26%), net income $26.5 million (up 38%), diluted EPS $0.26 (up 53%), adjusted diluted EPS $0.27 (up 69%), normalized FFO per diluted share $0.52 (up 33%), adjusted EBITDA $92.5 million (up 25%). Full year: total revenue $2.2 billion (up 13%), net income $116.5 million (up 69%), diluted EPS $1.08 (up 74%), adjusted diluted EPS $1.10 (up 36%), normalized FFO per diluted share $2.05 (up 21%), adjusted EBITDA $365.6 million (up 11%).
February 12, 2026 at 12:08 AM
librariancapital.bsky.social
PS. To be clear, #$SPGI 10-12% 2026 EPS growth guided is relative to 2025 pro forma Adjusted EPS, Mobility contribution already excluded in both years
August 19, 2026 at 8:23 PM
librariancapital.bsky.social
Stryker #$SYK: New 52-week low following cautious CFO remarks at Wells Fargo conference

~19x FY26 guided Adjusted EPS ($14.95-15.10)
2026-28 targets: double-digit annual EPS growth

Down 23%+ since start of 2025
#4 in Fundsmith current top 10
September 8, 2026 at 4:10 PM
empiremustfall.bsky.social
First-quarter adjusted EPS, revenue miss estimates

- Tesla backs away from earlier forecast for sales growth this year
- Tariffs hit supply chain, may have ‘meaningful impact’ on demand #TeslaTakedown @teslatakedown.com @teslatakedown.co.uk @tesla-takedown.bsky.social
pauleric70.bsky.social Paul Eric @pauleric70.bsky.social · Apr 22
This 👏👏👏👏💙
April 22, 2025 at 8:34 PM
financialreportinsights.com
PH Full Year 2026 earnings: Revenue $21.5B (+8.3%) · EPS $28.48 (+5.0%). Parker Hannifin FY2026 (June year-end): sales +8.3% to $21.5B on 13% organic aerospace growth, GAAP EPS +5% to $28.48 held back by last year's one-off gain and tax…
https://financialreportinsights.com/companies/ph/2026/annual
Parker Hannifin (PH) FY2026 Earnings: Revenue $21.5B (+8.3%)
Parker Hannifin FY2026 (June year-end): sales +8.3% to $21.5B on 13% organic aerospace growth, GAAP EPS +5% to $28.48 held back by last year's one-off gain and tax benefit; adjusted EPS +18%, record $12.8B backlog, and a $9.25B Filtration Group deal closed after year-end.
financialreportinsights.com
September 30, 2026 at 12:01 AM
librariancapital.bsky.social
Thomson Reuters #$TRI shares halved in the past year

~25x 2025 Adjusted EPS ($3.92)
~5% FCF Yield (2025: $1.95bn; 2026E: ~$2.1bn)

Guiding to another year of high-single-digit revenue growth (7.5-8.0%; 2025: 7%)
July 16, 2026 at 12:59 PM
1james1n1.bsky.social
#FAN.L - FY TU

✅"the Board now expects adjusted EPS of approximately 38.0p", 4% ahead of expectations.
✅Compound growth in EPS of c12% over 12 years since listing.
➡️Rev up 15%, supported by acquisitions. Organic growth of c3%.
➡️Operating margins expanding in all 3 regions.
➡️Leverage c1.6x.
July 23, 2026 at 6:15 AM
stevem1.bsky.social
Convatec #CTEC.L 10 month TU, full yr 2025 in line, expecting 2026 to be another year of double-digit adjusted EPS growth. Some ongoing regulatory difficulties for product Innovamatrix, but not holding back growth. New CEO and CFO following unfortunate death thru illness of previous CEO Karim Bitar.
November 13, 2025 at 7:27 AM
librariancapital.bsky.social
GE Aerospace #$GE 26Q2 results

"Robust services growth, exceptional 1H results"

Orders +17%
Revenue +24%
EBIT +18%
EPS +22%

Shares down 4% pre-market
(~$346, ~$361bn market cap.)

Raises 2026 guidance, now sees:
Adjusted EPS $7.65-7.85 (implying 45x P/E)
FCF $8.9-9.2bn (2.5% FCF Yield)
July 16, 2026 at 11:38 AM
fintwitter.bsky.social
🇺🇸⚙️ Honeywell Q2 2025 Earnings & FY Outlook: • Sales Growth: +8% 📈 • Organic Growth: +5% 🌱 • Operating Margin: 20.4% 💼 • Free Cash Flow: $1.0B 💰 • EPS: $2.45 📌 FY 2025 Outlook: • Adjusted EPS: $10.45–$10.65 🔄
July 24, 2025 at 10:03 AM
edzitron.com
Elsewhere, Oracle might be screwed, beating analyst estimates using the one-time revenue boost from its $2.68bn sale of its Ampere stake. In reality, its software business is contracting, and it's being replaced with low-to-negative margin AI GPU rentals.
www.wheresyoured.at/premium-how-...
Is Oracle Fucked? You know, I have to give Oracle some credit — it is absolutely acting like OpenAI will pay its bills, even if it's horribly, horrendously reckless to pretend that that will happen. Oracle has, in a very real sense, tied its entire future to OpenAI, both in the leases it's signing and the data centers it's building. Oracle has now agreed to over $248 billion in data center leases as part of its plan to fulfill its hundreds of billions of dollars of AI compute backlog, and that's just the upcoming leases, which dwarf those signed by Amazon, Google and Microsoft combined: Oracle is sinking an indeterminate amount of money into Stargate Abilene — $40 billion of chips, over some period of time that we're not party to — while raising $18 billion in bonds and working on a $38 billion debt package to fund Stargate Shackelford (Texas) and Wisconsin. Meanwhile, Stargate Michigan — a completely different data center deal I truthfully had not heard about — is currently in jeopardy after Blue Owl Capital backed out of a $10 billion deal to fund, I assume, construction, because it's apparently a 1GW data center, which would require hundreds of thousands of GPUs. Why? Well, according to CNBC: Blue Owl did look into the project, but pulled out due to unfavorable debt terms and the structure of repayments, according to a person familiar with the company’s plans who asked not to be named in order to discuss a confidential matter. While Oracle claims that "negotiations for its equity deal are moving forward on schedule and according to plan," one has to wonder how many times this will be the case. Even if Oracle manages to get this one done, how will it pay for the GPUs? What if it can't pull together the $38 billion in debt? And, uh, how is it going to afford to keep the lights on? No, really! Oracle's free cash flow for its latest quarter was negative thirteen billion on revenues of $16 billion, and its most-recent earnings only "beat" on estimates only thanks to the sale of its $2.68 billion stake in Ampere. Per Coastal Journal: The EPS “Beat” Driven by a One-Time Ampere Gain This quarter, Oracle reported: - Adjusted EPS: $2.26 vs $1.64 expected -GAAP EPS: up 91% to $2.10 On paper, this looks spectacular—until you read the footnotes. Oracle recorded a $2.7 billion pre-tax gain from selling its stake in Ampere. That one transaction: - Generated nearly the entire EPS “beat" - Accounted for most of the GAAP EPS growth - Had nothing to do with business performance - Will not repeat This is classic earnings manipulation: insert a one-time gain to mask structural decline. In an environment shaped by the Ai Debt Bubble and Financial Plumbing, these kinds of accounting illusions become even more dangerous because they distort investor perception while cash actually deteriorates. When a company needs non-operating gains to manufacture growth, its operating engine is failing. The Coastal Journal also makes another good point: that Oracle's software revenue — the core of its business, the "high-margin crown jewel" — is tumbling: -$5.88B vs $6.03B expected (a clear miss) –3% YoY –5% constant currency This decline is catastrophic. If cloud is the new frontier, software is the fuel. And the fuel tank is shrinking. When a company’s highest-margin segment contracts, the entire ecosystem suffers. Profitability compresses, cash conversion weakens, and leverage becomes harder to manage. It’s like a machine losing oil pressure: the damage isn’t immediate, but it is inevitable. Oracle appears to be transitioning from a high-margin quasi-monopoly over its database software that’s both incredibly costly and incredibly hard to migrate away from, into the pathetic, low-margin commodity known as AI compute, with its gross margins (your profit after the direct costs of goods sold) dropping from over 71% last November to 68.5% in November 2025, and the culprit is the revenue it gets from renting out those damn GPUs. The Information reported back in October that Oracle's gross margins on GPUs were a disgraceful 14.2% — and no, a positive gross margin doesn't mean it’s profitable — and reported a few days later that NVIDIA's GB200 racks had a negative 100% gross margin, and then attempted to blame that on how long it takes to get a customer set up. Even then, Co-CEO Clay Magouyrk apparently told investors that Oracle projected gross margins of 30% to 40% for AI server rentals over the course of a customer contract. Those are terrible god damn margins! They are the kind of margins that would cause you to fire everybody involved! One might think that Oracle would see these margins and pull back a little, and one would be wrong. It fully intends to bring in "hundreds of billions" of low-margin, high-expense AI compute revenue, led by OpenAI, a customer which never seems to make it into anybody else's earnings statements or projections.
December 22, 2025 at 6:14 PM