Earnings Recap - February 07, 2026 (EOD)

 ## Today's Earnings Scorecard Today's earnings reports reflected a mixed sentiment in the market, with several companies surprising investors positively, while others fell short of expectations. ## Earnings Winners **$Ralph Lauren (RL)** - +10% - Beat by: $2.25 EPS vs. $1.95 expected; Rev $1.6B vs. $1.5B expected - Guidance: Raised outlook for the upcoming quarter, anticipating strong demand in luxury apparel. **$JetBlue (JBLU)** - +30.6% - Beat by: Loss of $0.15 vs. expected loss of $0.20; Rev $2.3B vs. $2.25B expected - Guidance: Optimistic outlook for the next quarter as operational efficiency improves and demand rebounds. **$Teradyne (TER)** - +24% - Beat by: $1.10 EPS vs. $0.95 expected; Rev $1.1B vs. $1.0B expected - Guidance: Raised guidance for the year, driven by strong demand in automation and semiconductor testing. ## Earnings Losers **$Hims & Hers Health (HIMS)** - -18% - Missed: $0.05 EPS vs. $0.02 expected; Rev $200M vs. $220M expected - Issue: Declining user growth and increased competition in the telehealth space. **$Viavi Solutions (VIAV)** - -10% - Missed: $0.15 EPS vs. $0.18 expected; Rev $300M vs. $310M expected - Issue: Weak demand in their optical security division affected revenue growth. ## After-Hours Earnings **$Nio (NIO)** - Results: Not yet released - AH reaction: Shares down 3% in anticipation of mixed delivery numbers for Q4. **$Palantir (PLTR)** - Results: Not yet released - AH reaction: Shares slightly up 2% as investors await insights into government and commercial contracts. ## Earnings Themes Today - Revenue trends showed a strong performance in luxury and travel-related sectors, while tech companies faced headwinds from market volatility. - Margin commentary indicated that many companies are focusing on cost controls and operational efficiencies amid rising costs. - Guidance tone was predominantly optimistic among luxury brands, whereas tech firms expressed caution about future demand and competition. ## Tomorrow's Earnings Watch - **$McDonald's (MCD)** - Before - Key metric to watch: Same-store sales growth as the company continues to navigate inflationary pressures. - **$Robinhood (HOOD)** - After - Key metric to watch: Monthly active users and trading volumes as sentiment shifts in retail trading. ## Key Takeaway Today's earnings reports illustrate a bifurcated market, where companies in the luxury segment are thriving, reflecting strong consumer demand, while technology and healthcare firms are grappling with challenges that may affect their growth trajectories. Investors should be prepared for continued volatility as sectors adjust to changing economic conditions.