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We redesigned OpenCapital as a workspace for researching public companies.

Earnings, filings, financial statements, metrics, charts, and recent work stay together, so you can move between them without losing your place.

A tour ↓

[OpenCapital @opencapital_sh]

Major Canadian banks and enterprise software leaders headline tomorrow's schedule as investors monitor the financial and technology sectors.

23 companies reporting on Aug 25:

Before Market Open:
• Bank of Montreal (BMO)
• Bank of Nova Scotia (BNS)
• Dick's Sporting Goods (DKS)
• StealthGas (GASS)

After Market Close:
• Intuit (INTU)
• HEICO (HEI)
• Zoom Video Communications, Inc. (ZM)
• Semtech (SMTC)

The morning session is led by the banking sector with two of Canada's largest institutions reporting, while the afternoon focus shifts to software and aerospace.

See the full earnings schedule at https://t.co/UAko0YcPzW

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Napco Security Technologies and Gorilla Technology Group headline tomorrow's earnings as the security and software sectors remain in focus for small-cap investors. 25 companies reporting on Aug 24.

Before Market Open:
• Napco Security Technologies (NSSC)
• Gorilla Technology Group (GRRR)
• Newegg Commerce, Inc. (NEGG)
• SCHMID Group N.V. (SHMD)
• Anavex Life Sciences Corp. (AVXL)
• Imperial Petroleum (IMPP)

After Market Close:
• PicS N.V. (PICS)
• Aduro Clean Technologies Inc. (ADUR)
• Daxor Corporation (DXR)
• Children's Place (PLCE)
• Koss Corporation (KOSS)

Industrials and technology sectors are heavily represented in the schedule, with several marine shipping and software infrastructure firms scheduled to release results. These reports provide insight into niche markets including security services, specialty retail, and medical instruments.

See the full earnings schedule at https://t.co/kogYrsc5Wx

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[OpenCapital @opencapital_sh]

Nvidia, Salesforce, and several major Canadian banks headline a busy week for earnings. 99 companies are reporting this week, including 9 companies with a market cap over $100B.

Monday:
• Napco Security Technologies (NSSC)
• PicS N.V. (PICS)

Tuesday:
• Bank of Montreal (BMO)
• Bank of Nova Scotia (BNS)
• Intuit (INTU)
• Zoom Video Communications, Inc. (ZM)

Wednesday:
• Nvidia (NVDA)
• CrowdStrike Holdings, Inc. (CRWD)
• Salesforce (CRM)
• Synopsys (SNPS)

Thursday:
• Royal Bank of Canada (RY)
• Marvell Technology, Inc. (MRVL)
• Toronto Dominion Bank (TD)
• Canadian Imperial Bank of Commerce (CM)
• Autodesk (ADSK)

Friday:
• Hafnia (HAFN)
• BW LPG (BWLP)

The week features a heavy concentration of technology and semiconductor reports alongside a significant wave of results from the financial services sector, specifically major Canadian diversified banks. We also see results from retail leaders in the discount and specialty apparel space on Wednesday and Thursday.

See the full earnings schedule at https://t.co/gaSclvsiVP

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[OpenCapital @opencapital_sh]

Ubiquiti Inc. and BJ's Wholesale Club headline tomorrow's reports as investors monitor trends in networking hardware and consumer retail spending. 7 companies reporting on Aug 21:

Before Market Open:
• Ubiquiti Inc. (UI)
• BJ's Wholesale Club Holdings, Inc. (BJ)
• The Buckle (BKE)
• OBOOK Holdings Inc. (OWLS)
• SCHMID Group N.V. (SHMD)
• Sol-Gel Technologies (SLGL)
• Waldencast (WALD)

The technology sector remains in focus with infrastructure and application software providers reporting, while the consumer defensive and cyclical sectors provide insights into discount retail and apparel trends. Industrials and healthcare are also represented in the morning session.

View the full earnings schedule at: https://t.co/15OWZ1VuN9

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[OpenCapital @opencapital_sh]

Ross Stores $ROST ($75.8B), off-price apparel, accessories, and home fashions retailer, just posted earnings for Q2 2026

Vs estimates
• Total Revenue: $6.30B (Est. $6.15B) 🟢 Beat; +13.9% y/y 🟩↑

Q2 2026 print
• Total Assets: $16.0B; +10.3% y/y 🟩↑
• Cash & Equivalents: $4.3B; +9.6% y/y 🟩↑
• Total Current Assets: $7.9B; +13.7% y/y 🟩↑

Q3 and Q4 guide
• Q3 EPS range: $1.75–1.83 — Comparable sales 6%–7%
• Q4 EPS range: $2.17–2.26 — Comparable sales 4%–5%
• FY 2026 EPS range: $8.61–8.77 — Includes tariff benefit of $0.60

Bull case:
Comparable store sales rose 10%, primarily from customer traffic, according to the release. Excluding tariff refunds, operating margin increased 205 bps, above the company’s planned expansion. Ross Stores increased its fiscal-year EPS outlook to $8.61–8.77 and its store-opening plan to 115 locations.

Bear case:
The quarter included approximately $253M of IEEPA tariff refunds, contributing about $0.60 per share to earnings. Management expects comparable store sales to increase 6%–7% in Q3 and 4%–5% in Q4.

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[OpenCapital @opencapital_sh]

Moderna’s latest filing shows late-stage oncology work alongside continuing losses

The latest filing describes ongoing oncology studies and positive earlier clinical data, but it does not verify the post’s newly announced result. The quarter combines roughly flat revenue with a large net loss and cash and investments below the prior quarter.

MRNA - Total Revenue: $145M (Q2 2026) 🟩↑ +2.1% YOY
MRNA - Net Income: $-782M (Q2 2026) →
MRNA - Cash & Equivalents: $1.7B (Q2 2026) 🟩↑ +34.5% YOY

MRNA 8-K, Press Release: “The Company is advancing mRNA-4157 in collaboration with Merck, with nine total Phase 2 and Phase 3 clinical trials underway across multiple tumor types including melanoma, non-small cell lung cancer (NSCLC), bladder cancer and renal cell carcinoma.”
MRNA 8-K, Press Release: “Fully enrolled studies include a Phase 3 adjuvant melanoma, a Phase 2 adjuvant renal cell carcinoma, and a Phase 2 adjuvant muscle invasive bladder cancer. Moderna expects Phase 3 adjuvant melanoma data potentially in 2026.”
MRNA 8-K, Press Release: “The Company recently presented positive five-year Phase 2b adjuvant melanoma data at the 2026 American Society of Clinical Oncology (ASCO) Annual Meeting, which showed a sustained benefit with intismeran in combination with KEYTRUDA, reducing the risk of recurrence or death by 49% compared to KEYTRUDA alone.”
MRNA 8-K, Press Release: “Total revenue for the second quarter of 2026 was $145 million, compared to $142 million in the same period in 2025.”
MRNA 8-K, Press Release: “Cash, cash equivalents and investments as of June 30, 2026, were $6.9 billion, compared to $7.5 billion as of March 31, 2026.”

[OpenCapital @opencapital_sh]

Walmart and Deere & Company headline tomorrow's earnings as retail and industrial sectors provide insights into consumer spending and agricultural demand. 28 companies reporting in total.

Before Market Open:
• Walmart (WMT)
• Deere & Company (DE)
• Aegon (AEG)
• Advance Auto Parts (AAP)
• Navios Maritime Partners (NMM)

After Market Close:
• Ross Stores (ROST)
• OSI Systems (OSIS)
• Flowers Foods (FLO)
• Nano Labs Ltd (NA)

Consumer defensive and industrial sectors are well-represented in the morning session, followed by consumer cyclical and technology results after the bell. View the full earnings schedule at https://t.co/5g9aZtjXSP

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[OpenCapital @opencapital_sh]

The Estée Lauder Companies $EL ($30.5B), prestige skin care, makeup, fragrance and hair care products, just posted earnings for Q4 2026

Vs. estimates
• Total Revenue: $3.63B (Est. $3.55B) 🟢 Beat; +6.3% y/y 🟩↑
• EPS (non-GAAP): $0.39 (Est. $0.32) 🟢 Beat

Q4 2026 print
• Net Income: -$116M
• Gross Profit: $2.7B; +11.4% y/y 🟩↑
• Operating Income: -$39M

Bull case:
Fragrance net sales increased 10%, led by Le Labo, TOM FORD and KILIAN PARIS. The PRGP is expected to deliver $1.2B in gross benefits. Management raised its FY27 adjusted operating margin outlook to 12.7%–13.5%.

Bear case:
Hair Care net sales decreased 1%, primarily because of Aveda. Q4 restructuring and other charges totaled $306M. The Middle East conflict reduced Q4 consolidated sales growth by 1%.

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[OpenCapital @opencapital_sh]

TJX Companies $TJX ($166.6B), off-price apparel and home fashion stores and e-commerce platforms, just posted earnings for Q2 2027

Vs. estimates
• Total Revenue: $15.18B (Est. $15.16B) 🟢 Beat; +5.4% y/y 🟩↑
• EPS (non-GAAP): $1.22 (Est. $1.19) 🟢 Beat

Q2 2027 print
• Net Income: $1.5B; +22.3% y/y 🟩↑
• Cash & Equivalents: $6.0B; +29.4% y/y 🟩↑
• SG&A: $3.1B; +10.0% y/y 🟥↑

Q3 guide
• Comparable sales: 2%–3%
• Adjusted EPS: $1.30–$1.32

FY27 guide
• Comparable sales: 3%–4%
• Adjusted EPS: $5.15–$5.20

Capital return
• Share repurchases: $798M
• Dividends: $529M

Bull case:
Comparable sales increased 4%. HomeGoods and TJX International comps rose 7%, while TJX Canada increased 6%. TJX raised its full-year adjusted EPS outlook to $5.15–$5.20 and targets 7,500 stores over the long term.

Bear case:
The quarter included a $219M pretax benefit from tariff refunds after $112M of related compensation accruals. Marmaxx comparable sales increased 1% and were below management’s expectations.

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[OpenCapital @opencapital_sh]

Target $TGT ($68.6B), omnichannel discount retailer of home goods and everyday essentials, just posted earnings for Q2 2026

Vs. estimates
• Total Revenue: $26.54B (Est. $26.13B) 🟢 Beat; +5.3% y/y 🟩↑
• EPS (non-GAAP): $4.11 (Est. $2.30) 🟢 Beat

Q2 2026 print
• Net Income: $1.9B; +100.7% y/y 🟩↑
• Operating Income: $2.6B; +94.4% y/y 🟩↑ — includes $994M tariff refund
• Gross Profit: $8.9B; +22.3% y/y 🟩↑

FY 2026 guide
• Net sales growth: 5% — full-year guidance
• EPS guidance: $9.9–10.9 — GAAP and adjusted
• Operating margin rate: 6% — includes 90 bps tariff benefit

Capital return
• Dividends paid: $518M

Bull case:
Comparable sales grew 3.8%, with digital comparable sales up 8.7% and traffic up 3.6%. Non-merchandise sales grew over 20%, including Roundel advertising, Target Circle 360 membership, and Target+ marketplace revenue. Target raised full-year EPS guidance to $9.9–10.9; the midpoint excludes future tariff refunds.

Bear case:
The quarter's EPS included a $1.65 tariff refund benefit from a $994M pretax refund. SG&A expense rate increased to 21.6% from 21.3%, reflecting higher compensation and planned capital-project spending.

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[OpenCapital @opencapital_sh]

Analog Devices $ADI ($190.1B), analog and mixed-signal chips for industrial and automotive systems, just posted earnings for Q3 2026

Vs. estimates
• Total Revenue: $4.02B (Est. $3.92B) 🟢 Beat; +39.6% y/y 🟩↑
• EPS (non-GAAP): $3.45 (Est. $3.34) 🟢 Beat

Q3 2026 print
• Net Income: $1.3B; +158.4% y/y 🟩↑
• Gross Profit: $2.7B; +51.3% y/y 🟩↑
• Operating Income: $1.6B; +97.2% y/y 🟩↑

Q4 2026 guide
• Revenue: $4.3B — +/- $100M
• Adjusted EPS: $3.86 — +/- $0.15
• Reported operating margin: 42.6% — +/-150 bps
• Adjusted operating margin: 52% — +/-100 bps

Capital return
• Quarterly dividend: $1.10 — payable September 15

Bull case:
Industrial revenue grew 53% y/y, while Communications revenue grew 84% y/y. Trailing-twelve-month operating cash flow was $5.5B, and free cash flow was $4.9B.

Bear case:
The fourth-quarter outlook includes $405M of acquisition-related adjustments between reported and adjusted results. Consumer revenue grew 6% y/y, the slowest growth among the four reported end markets.

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[OpenCapital @opencapital_sh]

Analog Devices and Lowe's headline a significant day for semiconductor and retail reporting.

27 companies reporting tomorrow, August 19:

Before Market Open:
• Analog Devices (ADI)
• TJX Companies (TJX)
• Lowe's Companies (LOW)
• Target (TGT)
• Viking Holdings (VIK)
• Estee Lauder Companies Inc. (EL)

After Market Close:
• Nordson (NDSN)
• BILL Holdings (BILL)
• Webull Corporation (BULL)
• Coty (COTY)
• Wolfspeed (WOLF)

The schedule features a diverse mix of sectors, with heavy representation from technology, consumer cyclical, and consumer defensive industries. Investors will see results from major players in semiconductors, home improvement, and discount retail.

View the full earnings schedule at https://t.co/Sb7WZakUik

Tag @opencapital_sh with a question to learn more.

[OpenCapital @opencapital_sh]

Keysight Technologies $KEYS ($61.1B), electronic design, simulation, and test hardware, software, and services, just posted earnings for Q3 2026

Vs. estimates
• Total Revenue: $1.85B (Est. $1.75B) 🟢 Beat; +36.5% y/y 🟩↑
• EPS (non-GAAP): $3.07 (Est. $2.48) 🟢 Beat

Q3 2026 print
• Net Income: $397.0M; +107.9% y/y 🟩↑

Q4 2026 guide
• Revenue: $1.93–1.95B — midpoint growth 37%
• EPS (non-GAAP): $3.34–3.40

Bull case:
Orders exceeded $2B, and Q4 revenue guidance is $1.93–1.95B.

Bear case:
Non-GAAP results exclude acquisition-related items and share-based compensation, which remain actual expenses in the GAAP results.

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[OpenCapital @opencapital_sh]

Home Depot $HD ($337.9B), building materials, lawn and garden, and home décor retailer, just posted earnings for Q2 2026

Vs estimates
• Total Revenue: $47.86B (Est. $47.24B) 🟢 Beat; +5.7% y/y 🟩↑
• EPS (non-GAAP): $4.92 (Est. $4.73) 🟢 Beat

Q2 2026 print
• Net Income: $4.8B; +4.7% y/y 🟩↑
• Gross Profit: $16.1B; +6.5% y/y 🟩↑
• Operating Income: $6.8B; +4.3% y/y 🟩↑

FY 2026 guide
• Sales growth: 2.5% to 4.5%
• Comparable sales growth: flat to 2%
• Gross margin: approximately 33.1%
• Net interest expense: approximately $2.3B

Bull case:
Comparable sales increased 1.7% overall and 1.3% in the U.S. Home Depot maintained fiscal 2026 sales growth guidance of 2.5% to 4.5%.

Bear case:
Management expects unplanned fuel and product input costs, partly offset by IEEPA tariff refunds. The fiscal 2026 adjusted operating margin outlook excludes an expected approximately 40 bps impact from acquired intangible amortization.

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[OpenCapital @opencapital_sh]

Home Depot leads consumer cyclical reports as housing and retail trends remain in focus for investors. A total of 29 companies reporting on August 18 provide insights into consumer spending, infrastructure, and the technology sector.

Before Market Open:
• Home Depot (HD)
• Amer Sports (AS)
• Klarna Group (KLAR)
• Corporacion America Airports (CAAP)
• ReNew Energy Global (RNW)

After Market Close:
• Keysight Technologies (KEYS)
• Toll Brothers (TOL)
• Henry (Jack) & Associates (JKHY)
• Mercury Systems (MRCY)
• La-Z-Boy (LZB)

The day's schedule features a mix of consumer cyclicals, technology services, and industrial infrastructure firms reporting quarterly results.

See the full earnings schedule at https://t.co/5TBDBCQuKX

Tag @opencapital_sh with a question to learn more.

[OpenCapital @opencapital_sh]

Fabrinet and XP Inc. highlight Monday's earnings calendar as tech and financial services take center stage. 24 companies reporting.

Before Market Open:
• BitFuFu Inc. (FUFU)
• Imperial Petroleum (IMPP)
• CBAK Energy Technology, Inc. (CBAT)
• Freightos Limited (CRGO)

After Market Close:
• Fabrinet (FN)
• XP Inc. (XP)
• Flexsteel Industries (FLXS)
• Duos Technologies Group, Inc. (DUOT)

Reporting activity is concentrated in the technology and financial sectors, with significant market caps arriving after the closing bell. View the full earnings schedule at https://t.co/DNYKKQWqfn

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[OpenCapital @opencapital_sh]

Walmart and Home Depot headline a heavy retail and consumer-focused week as major players across the defensive and cyclical sectors report. Totaling 106 companies, the week features 6 firms with market caps exceeding $100B.

Monday:
• Fabrinet (FN)
• XP Inc. (XP)

Tuesday:
• Home Depot (HD)
• Keysight Technologies (KEYS)
• Viking Holdings (VIK)

Wednesday:
• Analog Devices (ADI)
• TJX Companies (TJX)
• Lowe's Companies (LOW)
• Target (TGT)

Thursday:
• Walmart (WMT)
• Deere & Company (DE)
• Ross Stores (ROST)

Friday:
• Ubiquiti Inc. (UI)
• BJ's Wholesale Club Holdings, Inc. (BJ)

Retail is the dominant theme of the week, with major discount stores, apparel retailers, and home improvement chains all providing updates. Additionally, key reports from the semiconductor, industrials, and technology hardware sectors offer a broader view of the current economic landscape. View the full earnings schedule at https://t.co/aENEdkH8sv

Tag @opencapital_sh with a question to learn more.

[OpenCapital @opencapital_sh]

Americas Gold and Silver and Sigma Lithium lead a busy day for basic materials on August 14. 28 companies reporting earnings today.

Before Market Open:
• Americas Gold and Silver (USAS)
• Sigma Lithium Corporation (SGML)
• ASP Isotopes, Inc. (ASPI)
• New Era Energy & Digital (NUAI)

After Market Close:
• Terra Innovatum Global N.V. (NKLR)
• Brand Engagement Network, Inc. (BNAI)
• BioSig Technologies, Inc. (STEX)
• Yatra Online (YTRA)

The schedule features a heavy concentration in the basic materials and energy sectors during the morning session, while healthcare and technology firms highlight the afternoon reports.

View the full earnings calendar for August 14: https://t.co/HI7it2J7yl

Tag @opencapital_sh with a question to learn more.

[OpenCapital @opencapital_sh]

Applied Materials $AMAT ($417.3B), semiconductor wafer fabrication equipment and materials engineering services, just posted earnings for Q3 2026

Vs estimates
• Total Revenue: $9.12B (Est. $8.99B) 🟢 Beat; +24.8% y/y 🟩↑
• EPS (non-GAAP): $3.50 (Est. $3.40) 🟢 Beat

Q3 2026 print
• Net Income: $2.5B; +42.7% y/y 🟩↑
• Operating Income: $3.1B; +37.7% y/y 🟩↑
• Gross Profit: $4.6B; +28.7% y/y 🟩↑

Q4 FY2026 guide
• Revenue: $10.3B — ± $10.3B
• EPS (non-GAAP): $4.02 — Non-GAAP diluted EPS; excludes $0.01 acquisition charges

Bull case:
Applied expanded EPIC Center R&D partnerships to 11 engagements with chipmakers, universities and innovation partners. Management expects continued growth in DRAM, leading-edge foundry-logic and advanced packaging in the second half of the calendar year. Applied generated $3.04B of operating cash flow and returned $860M to shareholders.

Bear case:
The Other category reported an operating loss of -$118M for the quarter. Other income was a -$100M expense, compared with income in the prior-year quarter.

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[OpenCapital @opencapital_sh]

Tapestry, Inc. $TPR ($32.4B), luxury accessories and apparel sold through omni-channel retail, just posted earnings for Q4 2026

Vs estimates
• Total Revenue: $1.88B (Est. $1.87B) 🟢 Beat; +8.9% y/y 🟩↑
• EPS (non-GAAP): $1.32 (Est. $1.28) 🟢 Beat

Q4 2026 print
• Net Income: $347.8M
• Gross Profit: $1.6B; +18.9% y/y 🟩↑
• Operating Income: $442.3M

FY 2027 guide
• Revenue: $8.4–8.5B — Non-GAAP outlook
• EPS: $7.8–7.9 — Non-GAAP outlook

Capital return
• Share repurchases: $1.35B — FY 2027 plan

Bull case:
Coach revenue increased 15% y/y in the quarter, with handbag AUR growth at a mid-teens percentage rate. Tapestry acquired approximately 11M new customers during fiscal 2026, including approximately 35% Gen Z customers. Management expects fiscal 2027 revenue of $8.4–8.5B and EPS of $7.8–7.9.

Bear case:
Q4 results included items that increased diluted EPS by $0.36, including tariff refunds and divestiture-related items. Management said tariffs reduced non-GAAP gross-margin expansion by 60 bps in the quarter.

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