Earnings Recap - February 21, 2026 (EOD)

 ## Today's Earnings Scorecard Today's earnings reports showed mixed results across various sectors, impacting stock performance significantly. Companies that exceeded expectations saw notable increases, while others that fell short faced declines. ## Earnings Winners **$CHEF** - +2.5% - Beat by: Q4 revenue of $1.14B vs. consensus of $1.1B - Guidance: maintained **$ATEN** - +4.0% - Beat by: announced new strategic initiatives during Analyst Day - Guidance: raised for Q2 **$CLX** - +6.8% - Beat by: Q2 EPS of $1.45 vs. $1.35 expected - Guidance: maintained, citing strong product demand ## Earnings Losers **$SFM** - -3.1% - Missed: Q4 earnings of $0.55 vs. $0.63 expected - Issue: supply chain disruptions affecting product availability **$BIRK** - -4.5% - Missed: Q3 revenue of $240M vs. $250M expected - Issue: lower-than-expected retail sales impacting overall performance ## After-Hours Earnings **$IOT** - Results: not yet released - AH reaction: pending **$ZNGA** - Results: not yet released - AH reaction: pending ## Earnings Themes Today - Revenue trends indicated a strong performance in consumer staples, with companies like **$CLX** benefiting from increased demand amid inflationary pressures. - Margin commentary revealed challenges for companies like **$SFM**, highlighting ongoing supply chain issues that have negatively impacted profitability. - Guidance tone was generally positive among those who beat estimates, with firms maintaining or raising their forecasts based on robust consumer demand. ## Tomorrow's Earnings Watch - **$FDX** - After - Key metric to watch: EPS guidance given the current economic climate - **$AAPL** - Before - Key metric to watch: iPhone sales figures as a key driver of revenue ## Key Takeaway Today's earnings reports underscored the divergence in performance among sectors, highlighting the resilience of consumer staples against inflation, while exposing vulnerabilities in companies reliant on steady supply chains. Investors should remain vigilant as earnings continue to roll in, as they provide critical insight into the overall health of the market moving forward.