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The Markets
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The Markets
by Proactive
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This week's big earnings: Netflix, Tesla, Coca-Cola, GE Aerospace, AT&T...

Deckers Outdoor Corp (NYSE:DECK) shares fell more than 14% in early trade on Friday after the HOKA and UGG maker reported strong fiscal second quarter earnings but set full-year guidance below analysts' expectations.

For the quarter ended September 30, 2025, Deckers posted revenue of $1.43 billion, up 9.1% year-over-year and slightly above Wall Street’s estimate of roughly $1.42 billion.

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IMAX Corp (NYSE:IMAX) reported record third quarter financial results, with strong growth across revenue, profitability, and global box office performance.

Revenue of $106.7 million was up 17% year-over-year and topped the Wall Street consensus estimate of $105 million.

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General Dynamics Corp (NYSE:GD, ETR:GDX) on Friday reported better-than-expected financial results for its third quarter 2025, boosted by robust business jet deliveries.

The company, which manufactures Gulfstream jets, posted an adjusted profit for the quarter of $3.88 per share, surpassing the analyst consensus estimate of $3.70, according to data compiled by LSEG.

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Newmont Corporation (NYSE:NEM, TSX:NGT, ASX:NEM, ETR:NMM), the world’s largest gold miner, reported stronger third-quarter results on Thursday evening as higher bullion prices lifted profit and free cash flow.

Net income doubled from a year earlier to $1.8 billion, while adjusted profit rose to $1.9 billion, or $1.71 per share, beating estimates. Adjusted EBITDA of $3.31 billion also topped forecasts. Free cash flow hit a record $1.6 billion — the fourth straight quarter above $1 billion — driven by an average realized gold price of $3,539 per ounce.

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Procter & Gamble Co (NYSE:PG, ETR:PRG) reported quarterly results on Friday that beat Wall Street estimates, lifted by continued strength in its premium Beauty segment even as demand for everyday staples like Fabric and Baby Care stalled.

The consumer goods giant posted fiscal first-quarter revenue of $22.39 billion, above analysts’ expectations of $22.17 billion, while core earnings per share rose 3% to $1.99, topping the $1.90 consensus estimate. Organic sales increased 2%, driven primarily by higher prices.

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Ford Motor Company (NYSE:F) topped third-quarter earnings expectations as revenue surged, but its electric vehicle division continued to bleed money, prompting a cut to full-year guidance.

Adjusted EPS came in at $0.45 versus the $0.36 estimate, while revenue rose 9% to $50.5 billion, above analyst forecasts of $43.1 billion. Adjusted EBIT was $2.6 billion, flat year-on-year despite $0.7 billion in tariff headwinds.

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Intel Corp (NASDAQ:INTC, ETR:INL) reported stronger-than-expected third quarter results, with revenue and adjusted earnings per share beating Wall Street estimates, but its fourth quarter guidance came in slightly below expectations amid ongoing strategic shifts

The designer and manufacturer of computer components reported Q3 revenue of $13.7 billion, up 3% from the year-ago quarter and ahead of estimates of $13.15 billion.

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Southwest Airlines Co (NYSE:LUV) shares slipped more than 7% on Thursday as the air carrier posted better than expected third quarter 2025 financial results but cautioned that the US government shutdown could weigh on sales in Q4.

The company reported adjusted earnings per share for the period of $0.11, handily beating the analyst consensus estimate of a loss of $0.03, according to LSEG.

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Rogers Communications (TSX:RCI.A) reported better-than-expected financial results for the third quarter, topping analyst expectations on the top and bottom lines.

For the quarter, adjusted earnings per share of C$1.37 beat the consensus of C$1.24.

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Freeport-McMoRan Inc (NYSE:FCX, ETR:FPMB) on Thursday reported stronger-than-expected third-quarter earnings, boosted by higher copper and gold prices, even as production at its Indonesian operations was hit by a tragic mud rush incident.

The US miner posted an adjusted profit of $0.50 per share on revenue of $6.97 billion, surpassing Wall Street estimates of $0.42 per share and $6.71 billion in revenue. Net income totaled $674 million.

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Union Pacific Corp (NYSE:UNP, ETR:UNP) reported mixed results for the third quarter, with revenue coming in below estimates but earnings outperforming on operating improvements and cost controls.

The railroad operator posted net income of $1.8 billion, or $3.01 per diluted share, compared with $1.7 billion, or $2.75 per share, a year earlier.

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American Airlines Group Inc (NASDAQ:AAL, ETR:A1G) shares added 4.5% in early trade after the airline issued better-than-expected guidance for the fourth quarter.

Along with reporting its Q3 results, American Airlines said it expects fourth quarter earnings per share (EPS) between $0.45 and $0.75, far higher than the Wall Street consensus of $0.31.

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T-Mobile US Inc (NASDAQ:TMUS, ETR:TM5) has reported its “best Q3 in over a decade,” as it posted strong customer additions and beat profit and revenue expectations.

The company posted total revenue of $21.96 billion, slightly above analyst estimates of $21.92 billion.

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International Business Machines Corp (NYSE:IBM) reported third-quarter revenue and profit above Wall Street expectations, driven by strong demand for AI and mainframe solutions, but shares fell 5% in after-hours trading amid concerns over its Red Hat unit.

Revenue for the quarter rose 9% year-on-year to $16.3 billion, beating analysts’ estimates of $16.1 billion.

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Tesla Inc (NASDAQ:TSLA) shares edged slightly lower afterhours as the EV maker reported mixed financial results for the third quarter.

For the September quarter, total revenue was up 12% year-over-year at $28 billion, beating the Wall Street consensus of $26.5 billion.

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GE Vernova, General Electric Co (NYSE:GE)’s energy-focused business, reported solid revenue growth and order momentum in Q3, but its shares moved lower as earnings per share (EPS) fell short of Wall Street expectations.

Revenue for the quarter rose 12% year-over-year to $10 billion, surpassing Wall Street estimates of roughly $9.15 billion to $9.18 billion.

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Investors switched off Netflix Inc (NASDAQ:NFLX, ETR:NFC) on Wednesday after the streamer reported a mixed set of third-quarter results.

Ernings slightly missed Wall Street expectations for per-share profit, even as revenue and cash flow continued to grow, underscoring the streaming giant’s ongoing expansion amid rising content costs.

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Nevis Brands (CSE:NEVI, OTCQB:NEVIF) reported third-quarter revenue growth of 16% from the previous quarter, driven by expanding sales in licensed markets and early success with its hemp-derived THC product line.

Revenue for the quarter ended August 31 rose to C$478,808 from C$418,745 in the prior quarter, while gross profit edged down to C$302,156 from C$315,345.

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AT&T Inc (NYSE:T, ETR:SOBA) saw its shares fall almost 5% in early trade on Wednesday as it reported a slight revenue miss for the third quarter.

The telecommunications company posted revenues of $30.7 billion, up 1.6% from a year earlier but slightly below Wall Street estimates of $30.85 billion.

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Philip Morris International Inc (NYSE:PM, ETR:4I1) shares fell almost 10% in early trade on Tuesday after the cigarette-maker issued cautious guidance for the remainder of the year, despite reporting better-than-expected third quarter earnings.

Philip Morris said it now expects adjusted EPS between $7.46 and $7.56 for the full year, above its earlier guidance.

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3M Co (NYSE:MMM) raised its full-year profit and margin forecast after posting stronger-than-expected third-quarter results, driven by improved demand across its industrial, consumer and healthcare segments.

The diversified manufacturer reported adjusted earnings per share of $2.19, topping analysts’ estimates of $2.07 and rising 10% from a year earlier.

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GE Aerospace (NYSE:GE) reported strong financial results for the third quarter, with revenue, profit, and cash flow all rising sharply from the prior year.

The company also raised its full-year guidance across key metrics, citing strong demand and improved output.

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Lockheed Martin Corp (NYSE:LMT) on Tuesday reported better than expected earnings for its third quarter 2025, while also lifting its full-year forecast on strong demand for its defense systems.

The defense contractor recorded earnings for the quarter of $6.95 per share, surpassing the analyst consensus estimate of $6.39.

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Cleveland-Cliffs Inc. (NYSE:CLF) on Monday reported third quarter 2025 revenue that rose 4% year over year to $4.734 billion, as the company benefited from the Trump administration’s 50% tariff on foreign steel.

It was Cleveland-Cliffs’ first revenue increase since the fourth quarter of 2023.

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