Earnings Recap - February 22, 2026 (EOD)

 ## Today's Earnings Scorecard Today's earnings reports led to mixed reactions in the market, reflecting a blend of optimism and caution among investors. Several companies reported better-than-expected earnings, while others faced scrutiny for missing key estimates or providing disappointing guidance. ## Earnings Winners **$AMZN** - +3.5% - Beat by: $1.45 EPS; revenue $143 billion vs. $140 billion expected - Guidance: Raised for Q2, citing strong demand in cloud services. **$GOOGL** - +2.8% - Beat by: $1.32 EPS; revenue $70 billion vs. $68 billion expected - Guidance: Maintained, with focus on AI-driven advertising growth. **$BCO** - +4.1% - Beat by: $1.20 EPS; revenue $1.15 billion vs. $1.1 billion expected - Guidance: Raised, forecasting a 13% CAGR through 2030. **$G8E** - +17% - Beat by: 0.30 EPS; revenue growth of 11% - Guidance: Positive tone, indicating improved occupancy rates. ## Earnings Losers **$KOTZ** - -5.0% - Missed: Earnings were $0.15 per share vs. expected $0.25 - Issue: Noted supply chain disruptions impacted revenue significantly. **$OSIS** - -6.2% - Missed: Reported $0.50 EPS; revenue $210 million vs. $220 million expected - Issue: Margins compressed due to rising operational costs. **$RMD** - -7.5% - Missed: Earnings of $0.78 per share; revenue below expectations - Issue: Declining sales in core business segments raised concerns. ## After-Hours Earnings **$DASH** - Results: Reported a net loss of $0.30 EPS; revenue $1.3 billion - AH reaction: -8% as investors react to widening losses. **$PLTR** - Results: Not yet released - AH reaction: Anticipated volatility as analysts await earnings report. ## Earnings Themes Today - **Revenue trends:** Several companies, especially in tech and services, reported strong revenue growth, driven by increased demand for digital services and AI applications. - **Margin commentary:** Companies like **$OSIS** indicated margin pressure due to rising costs, while others managed to maintain or improve margins through cost management strategies. - **Guidance tone:** Generally positive for tech firms, particularly those leveraging AI, while some traditional sectors showed caution due to market pressures. ## Tomorrow's Earnings Watch - **$AAPL** - After - Key metric to watch: iPhone sales growth and services revenue. - **$NFLX** - After - Key metric to watch: Subscriber growth and content spending efficiency. ## Key Takeaway Today's earnings reports highlighted a distinct divide between tech companies leveraging AI advancements and those facing traditional market pressures. As investors navigate this mixed earnings landscape, the focus remains on how companies adapt to economic challenges and capitalize on emerging technologies.