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Earnings Analyses

Reported results, market expectations and a look at the next quarter.

Verdicts Across Listed Reports22 Analyses
BUY11
HOLD9
SELL2
Tuesday, October 20After Close

Space Exploration Technologies Corp (SpaceX)

SPCX · Q3 2026Telecommunications · Space, Satellite Internet and Compute Infrastructure

82/ 100
VerdictBUY

SpaceX beat third-quarter estimates by 13.2% with revenue of $14.58 billion and by 133% with EPS of $0.35, posting its first profitable quarter since the IPO. The stock rose 7.4% after hours; on the call, the company guided to $33-37 billion in revenue for the first quarter of 2027. The next thing to watch is how fast fourth-quarter capital spending of $35-40 billion turns into that revenue.

Revenue Growth (YoY)
+ 161%
EPS Surprise
+ 133%
Post-Earnings Reaction
+ 8.1%

In 30 SecondsSpaceX beat estimates by 13.2% with $14.58 billion in revenue and posted its first profitable quarter since the IPO.

Analyzed This Week

22 AnalysesShow All

Reaction strips share one scale: ±10%

  1. SPCX

    Space Exploration Technologies Corp (SpaceX) · Q3 2026
    82
    VerdictBUY
    First Reaction▲ 8.1%
    Revenue YoY
    ▲ 161%
    EPS vs Estimate
    + 133.0%

    Oct 20 · After Close

  2. LMT

    Lockheed Martin · Q3 2026
    62
    VerdictHOLD
    First Reaction▲ 7.0%
    Revenue YoY
    ▲ 11%
    EPS vs Estimate
    + 7.3%

    Oct 22 · Pre-Market

  3. PG

    Procter & Gamble · Q1 FY2027
    72
    VerdictBUY
    First Reaction▲ 5.6%
    Revenue YoY
    ▲ 4%
    EPS vs Estimate
    + 6.4%

    Oct 22 · Pre-Market

  4. META

    Meta Platforms · Q3 2026
    48
    VerdictSELL
    First Reaction▲ 1.8%
    Revenue YoY
    ▲ 26%
    EPS vs Estimate
    − 29.9%

    Oct 21 · After Close

  5. TXN

    Texas Instruments · Q3 2026
    86
    VerdictBUY
    First Reaction▲ 1.1%
    Revenue YoY
    ▲ 28%
    EPS vs Estimate
    + 7.8%

    Oct 21 · After Close

  6. TMO

    Thermo Fisher Scientific · Q3 2026
    62
    VerdictHOLD
    First Reaction▲ 1.0%
    Revenue YoY
    ▲ 9%
    EPS vs Estimate
    + 4.4%

    Oct 21 · Pre-Market

  7. RTX

    RTX Corp · Q3 2026
    81
    VerdictBUY
    First Reaction▲ 0.6%
    Revenue YoY
    ▲ 11%
    EPS vs Estimate
    + 27.0%

    Oct 20 · Pre-Market

  8. GLW

    Corning · Q3 2026
    74
    VerdictBUY
    First Reaction▼ 0.3%
    Revenue YoY
    ▲ 19%
    EPS vs Estimate
    + 3.4%

    Oct 27 · Pre-Market

  9. KO

    Coca-Cola · Q3 2026
    73
    VerdictBUY
    First Reaction▼ 0.7%
    Revenue YoY
    ▲ 7%
    EPS vs Estimate
    + 4.6%

    Oct 27 · Pre-Market

  10. NEE

    NextEra Energy · Q3 2026
    56
    VerdictHOLD
    First Reaction▼ 0.7%
    Revenue YoY
    ▲ 2%
    EPS vs Estimate
    + 5.1%

    Oct 21 · Pre-Market

  11. PM

    Philip Morris International · Q3 2026
    55
    VerdictHOLD
    First Reaction▼ 1.2%
    Revenue YoY
    ▲ 6%
    EPS vs Estimate
    + 2.6%

    Oct 21 · Pre-Market

  12. TSLA

    Tesla · Q3 2026
    70
    VerdictBUY
    First Reaction▼ 3.3%
    Revenue YoY
    ▼ 0%
    EPS vs Estimate
    + 9.1%

    Oct 21 · After Close

  13. VZ

    Verizon Communications · Q3 2026
    62
    VerdictHOLD
    First Reaction▼ 3.5%
    Revenue YoY
    ▲ 2%
    EPS vs Estimate
    + 3.1%

    Oct 26 · Pre-Market

  14. GE

    GE Aerospace · Q3 2026
    72
    VerdictBUY
    First Reaction▼ 3.7%
    Revenue YoY
    ▲ 18%
    EPS vs Estimate
    + 12.5%

    Oct 20 · Pre-Market

  15. AXP

    American Express · Q3 2026
    62
    VerdictHOLD
    First Reaction▼ 3.7%
    Revenue YoY
    ▲ 9%
    EPS vs Estimate
    + 3.8%

    Oct 23 · Pre-Market

  16. IBM

    IBM · Q3 2026
    60
    VerdictHOLD
    First Reaction▼ 5.0%
    Revenue YoY
    ▲ 5%
    EPS vs Estimate
    + 2.4%

    Oct 21 · After Close

  17. NFLX

    Netflix · Q3 2026
    54
    VerdictHOLD
    First Reaction▼ 5.8%
    Revenue YoY
    ▲ 12%
    EPS vs Estimate
    + 6.1%

    Oct 20 · After Close

  18. LRCX

    Lam Research · Q1 FY2027
    62
    VerdictHOLD
    First Reaction▼ 6.1%
    Revenue YoY
    ▲ 54%
    EPS vs Estimate
    + 0.9%

    Oct 21 · After Close

18 of 22

Upcoming Earnings

Largest Companies · By DateGo to Calendar
28OctMSFTMicrosoft CorporationEPS $4.82TomorrowAfter Close
GOOGLAlphabet Inc.EPS $3.11TomorrowAfter Close
29OctAMZNAmazon.com IncEPS $2.002 Days AwayAfter Close
2NovAAPLApple IncEPS $2.026 Days AwayAfter Close
25NovNVDANVIDIA CorpEPS $2.5329 Days AwayAfter Close

Analyses are published ~1 hour after a company reports.

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