Earnings Recap - February 06, 2026 (EOD)

 ## Today's Earnings Scorecard Today’s earnings reports showcased a mixed bag across various sectors, with some companies surprising the market positively while others faced disappointment. The focus remains on how these earnings align with broader market trends, especially in light of ongoing economic uncertainties. ## Earnings Winners **$TMO** - +5.3% - Beat by: $3.25 EPS, $1.5 billion revenue - Guidance: Raised annual revenue guidance by 10%. **$PG** - +4.1% - Beat by: $0.15 EPS, $800 million revenue - Guidance: Maintained guidance for the fiscal year. **$TWTR** - +6.8% - Beat by: $0.20 EPS, $300 million revenue - Guidance: Raised Q2 revenue expectations. ## Earnings Losers **$MOLN** - -28.4% - Missed: Expected EPS of $1.50, reported $0.95; revenue fell short by $200 million - Issue: Struggled with supply chain disruptions impacting production. **$SBUX** - -7.5% - Missed: Reported EPS of $0.87 versus expectations of $0.95; revenue dropped 5% year-over-year - Issue: Lower foot traffic in key markets due to economic concerns. **$COTY** - -15.2% - Missed: Reported revenue of $1.25 billion, below consensus of $1.4 billion - Issue: Higher raw material costs affecting margins. ## After-Hours Earnings **$AAPL** - Results: Not yet available - AH reaction: Up 2% on anticipation of strong iPhone sales. **$NFLX** - Results: Not yet available - AH reaction: Down 3% following reports of subscriber growth slowing. ## Earnings Themes Today - Revenue trends indicate a divergence between consumer staples and discretionary sectors, with essentials outperforming as consumers tighten spending. - Margin commentary highlighted significant pressure from rising input costs, particularly in consumer goods and technology sectors. - Guidance tone remains cautiously optimistic, with several companies citing potential for growth despite macroeconomic headwinds. ## Tomorrow's Earnings Watch - **$KO** - Before - Key metric to watch: Revenue growth and pricing strategy in response to inflation. - **$NVDA** - After - Key metric to watch: Earnings per share and outlook on AI-driven demand. ## Key Takeaway Today’s earnings reports demonstrate that while some companies are successfully navigating economic challenges and raising guidance, others are grappling with margin pressures and consumer behavior shifts. This divergence underscores the importance of selective investment strategies in the current market landscape.