Earnings

Wiley Reports Q1 Miss, Reaffirms Guidance Amid Segment Challenges
Revenue fell 3% YoY to $386 million as AI licensing comparisons weighed on Learning segment, while Research Publishing growth drove adjusted EBITDA expansion.

Victoria's Secret Shares Drop 16% on Weak Q3 Operating Income Outlook
Victoria's Secret stock fell more than 16% in premarket trading after the company guided for a mid-point operating income of just $15 million in Q3, well below analyst expectations of $24.4 million, citing higher strategic marketing investment.

Dell CFO says AI server demand surges, lifts FY27 guidance by 70%
Dell Technologies reported $13.2 bn of AI bookings over the past year and a 122% rise in traditional server revenue, prompting a 70% increase in its fiscal 2027 outlook.

B&C Speakers H1 Revenue Falls 7%, Margins and Cash Flow Hold Up
Revenue slid to €47 million as U.S. DIY demand weakened, but EBITDA stayed above €9 million and free cash flow hit €5.1 million, reflecting cost discipline and better FX management.

Transat Posts Q3 Loss as Jet Fuel Prices Sink Profitability
Canadian leisure carrier reported an adjusted loss of $2.18 per share on CAD 793M in revenue, as 56% fuel price growth wiped out operating profit and forced reliance on government lending.

AB Foods Shares Plunge 9% on Weak Primark Guidance
Associated British Foods lowered fourth-quarter Primark sales expectations and issued a wider sugar loss outlook for 2027, driving shares down more than 9% in early London trading.

Imperial Petroleum Posts Record Q2 Revenue on Shipping Rate Strength
The shipping firm reported $87.1 million in quarterly revenue and $34.8 million in net income, both company records, driven by soaring tanker and drybulk charter rates.

UBS Posts $2.8B Q2 Profit, Eyes $3B Buyback Despite Swiss Capital Rules Tension
Switzerland's largest bank reported a 17% jump in quarterly profit driven by wealth-management inflows, even as regulatory debates with Bern cast uncertainty over its capital-return plans.

Athens International Airport Reports 4.5% Passenger Growth in H1 2026, Raises Full-Year Profit Guidance
The airport posted record passenger traffic and raised its full‑year profit outlook despite a slight dip in revenue, while detailing a revised expansion plan and a successful bond issuance.

Imperial Petroleum Posts Record Q2 Revenue, Beats EPS Estimates
Greek shipping firm reports $87.1M in quarterly revenue, up 140% year-over-year, as tanker and dry-bulk rates surge alongside higher crude prices.

Culp swings to operating profit on restructuring gains in Q1 FY27
Culp Inc. reported a profitability reversal in its first fiscal 2027 quarter as restructuring saved roughly $22.5 million annually, pushing adjusted EBITDA positive and shares higher in after-hours trade.

Schroders Capital Global Innovation Trust raises NAV, extends wind-down progress
Schroders' INOV trust posted a 1.3% NAV rise to 22.53p in H1 2026 while advancing its managed wind-down, with fresh portfolio gains offsetting delayed realisations.

Replimune Details TujuCare Launch Strategy, Pipeline Milestones at Cantor Conference
Oncology biotech outlines commercial rollout for newly approved TujuCare and shares update on late-stage melanoma, skin cancer, and uveal melanoma programs.

D2L posts modest revenue growth, narrows loss as ARR rises 5% in Q2 FY2027
Revenue climbed 2% to $55.6 million and ARR grew 5% to CAD 223.4 million, while net loss narrowed to CAD 3.1 million; the company trimmed its FY2027 guidance.

Scholar Rock Eyes September FDA Call on SMA Drug Apitegromab
Shares rose as CEO David Hallal highlighted strong clinical data and manufacturing progress ahead of a September 30 PDUFA deadline for the myostatin inhibitor.

X4 Pharmaceuticals Raises Outlook After Trial Reset at Wells Fargo Conference
X4 Pharmaceuticals lowered its Phase III 4WARD trial sample size to 126 patients and adjusted statistical power, but executives say the redesign strengthens the path to data in early 2026 and potential approval by 2028-2029.

Culp Beats Q1 Estimates on Margin Expansion, Shares Rise in After-Hours
Culp posted Q1 fiscal 2027 EPS of $0.47 versus $0.44 expected, with revenue of $54 million and gross margin doubling to 28.5%. Shares gained 4.9% after hours.

GE Aerospace CFO projects strong 2026 growth on backlog and CPP acquisition
At Morgan Stanley's Laguna conference, GE Aerospace highlighted a $210 bn backlog, a $200 m synergies from the Chromalloy acquisition and guidance for double‑digit profit and cash‑flow growth in 2026.

NEXT Reports H1 2026 Revenue Beat, Stock Rises 2.5%
NEXT plc reported a 9% increase in total group sales and a 10.5% rise in profit, exceeding revenue expectations by $200 million. The stock climbed 2.5% to $14,920.

PennyMac Financial Hits 52-Week Low After Second-Quarter Earnings Miss
PennyMac Financial Services fell to a 52-week low after reporting second-quarter earnings and revenue that significantly missed analyst estimates, prompting two Wall Street firms to adjust their outlooks.

Whirlpool Stock Hits 52-Week Low as Q2 Earnings Miss Widens Concerns
Whirlpool shares fell to $35.37 after second-quarter adjusted earnings of minus $0.21 per share missed estimates, while North American appliance production data showed no recovery.

Urban Outfitters reports growth across brands, margin discipline at Barclays conference
URBN posted six straight quarters of double-digit top-line growth, with FP Movement and Nuuly approaching half-billion-dollar revenue thresholds.

Lovesac Posts Q2 EPS Beat, But Shares Drop on Margin Concerns
The Lovesac Company reported a $0.51 per-share profit for Q2 fiscal 2027, significantly beating forecasts of a $0.36 loss, but shares fell nearly 10% as results relied heavily on tariff refunds.

SYS-DAT posts 15.7% revenue rise in H1 2026 as shares slip 5.5%
The Italian ICT firm reported €52.3 million revenue, 23.7% higher EBITDA and a 5.5% share price drop despite strong organic growth and ongoing acquisitions.

