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View the Zacks #1 Rank List
earnings: Archive
MercadoLibre Q2 Earnings Call Focuses on Engagement Over Margin
by Zacks Equity Research
MELI's Q2 call reinforces its focus on engagement and ecosystem scale over near-term margins as commerce, credit and AI returns support investment.
MELIPositive Net Change
e-commerce earnings retail
TTMI Q2 Earnings Call Highlights AI Demand
by Zacks Equity Research
TTM Technologies enters the second half with AI and defense demand, an N+M PCB ramp and capacity investments supporting a stronger 2026 outlook.
TTMIPositive Net Change
earnings
WDC Q4 Earnings Call Highlights AI Storage Demand
by Zacks Equity Research
Western Digital's AI storage demand, pricing gains and higher-capacity products support another growth quarter and continued margin expansion.
WDCNegative Net Change
earnings
ROK Q3 Earnings Call Signals Broader Demand, Higher Costs
by Zacks Equity Research
Rockwell Automation's broader end-market demand, stronger margins and raised fiscal 2026 outlook signal momentum, even as inflation and tariffs increase costs.
ROKPositive Net Change
earnings
EOG Q2 Earnings Call Highlights UAE Progress & Cost Discipline
by Zacks Equity Research
EOG Resources' record cash generation, promising UAE wells and tight cost controls frame a disciplined plan balancing selective growth, flexibility and cash returns.
EOGPositive Net Change
earnings oil-energy
AVT Q4 Earnings Call Highlights Broad Demand Recovery
by Zacks Equity Research
Avnet's broad-based recovery, rising bookings and longer lead times support a fiscal 2027 outlook driven mainly by units and mix.
AVTNegative Net Change
earnings
MCK Q1 Earnings Call Centers on Pharma-Led Guidance Raise
by Zacks Equity Research
McKesson raises fiscal 2027 earnings guidance after pharma profit rises 19%, while specialty demand, oncology growth and disciplined spending shape the call.
MCKPositive Net Change
dental earnings medical-devices
KLIC Q2 Earnings Call Highlights TCB Capacity Expansion
by Zacks Equity Research
KLIC accelerates TCB expansion as demand rebounds, targeting over $100 million in fiscal 2026 revenue and $400 million in annual system capacity.
KLICPositive Net Change
earnings electronics
NVO Q2 Earnings Call Centers on Wegovy Pill and Outlook Lift
by Zacks Equity Research
Novo Nordisk lifts its 2026 outlook as Wegovy pill demand accelerates, even as U.S. pricing, patent losses and competition pressure the second half.
NVONegative Net Change
biotechnology earnings pharmaceuticals
BWA Q2 Earnings Call Highlights Margin Gains and Industrial Push
by Zacks Equity Research
BorgWarner pairs stronger margins and higher 2026 earnings guidance with faster data-center investment targeting production in 2027.
BWAPositive Net Change
earnings