2026년 2월 22일 · Unknown · financial · 출처 Seeking Alpha
[Golden S&P 500 Symbol with Stock Market Data and Coins]
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Earnings this week offered a broad view of the U.S. economy, with 52 S&P 500 companies reporting results. Most of the earnings updates came from industrials, utilities and consumer discretionary sectors.
EARNINGS ROUNDUP:
Of the 52 S&P 500 companies that reported earnings this week, 34 beat EPS expectations, 14 missed, and 4 came in line. On a year-over-year basis, 33 companies reported higher EPS this quarter versus the prior year, while 19 companies had EPS that was lower than last year.
On the top line, 34 companies topped revenue estimates, while 18 fell short. Year over year, 41 companies had higher revenue year over year, while 11 companies had lower revenue.
[Actual Earnings & Revenue vs. Wall Street Estimates]
Actual Earnings & Revenue vs. Wall Street Estimates (Seeking Alpha)
LET’S TAKE A LOOK AT SOME OF THE COMPANIES THAT REPORTED EARNINGS THIS WEEK:
WALMART (WMT [https://seekingalpha.com/symbol/WMT]) reported its most recent quarterly results, which showed solid sales and earnings performance but came with a somewhat cautious outlook for the year ahead. Q4 adjusted EPS came at $0.74, beating estimates by $0.01, while revenue rose 5.6% Y/Y to $190.7B, topping estimates by $2.38B. Looking ahead, the retailer guided for FY27 of $2.75 to $2.85 (midpoint $2.80) vs. the $2.97 consensus mark.
OCCIDENTAL PETROLEUM (OXY [https://seekingalpha.com/symbol/OXY]) generated Q4 adjusted income of $0.31, ahead of the $0.18 expected, while revenue totaled $5.42B, down 5.2% Y/Y and falling short of estimates by $195.3M. The firm said it strengthened its balance sheet with the completion of the OxyChem sale on January 2, 2026, reducing debt by $5.8B since mid-December 2025 and bringing principal debt to date to $15B.
While PALO ALTO NETWORKS (PANW [https://seekingalpha.com/symbol/PANW]) beat analyst estimates on both revenue and earnings per share for the quarter, the stock slid after the company issued forward guidance that disappointed investors. Management trimmed its annual profit forecast to $3.65 to $3.70 (vs. $3.80 to $3.90 previously) and projected a softer adjusted EPS range for the upcoming quarter, reflecting higher acquisition-related costs and margin pressures. For the quarter in progress, Palo Alto expects revenue ranging from $2.941B to $2.945B and adjusted EPS ranging from $0.78 to $0.80 compared to the $0.92 estimate.
NEWMONT (NEM [https://seekingalpha.com/symbol/NEM]) achieved beats on both the top and bottom lines, generating adjusted income of $2.52 per share (vs. $1.4 in prior year quarter) as revenue rose 20.5% Y/Y to $6.81B. The gold miner achieved full-year production and cost guidance with production of 5.7M attributable gold ounces from its core portfolio.
MEDTRONIC (MDT [https://seekingalpha.com/symbol/MDT]) posted a double beat with its Q3 non-GAAP EPS of $1.36, beating the consensus by $0.02 on $9.0B of revenue, which exceeded Street forecasts by $110M with ~9% Y/Y growth. The Irish company reiterated its FY26 outlook, indicating roughly 5.5% Y/Y of organic revenue growth and projecting diluted non-GAAP EPS of $5.62 - $5.66, which fell short of $5.65 in the consensus at the midpoint.
EARNINGS NEXT WEEK
Technology, healthcare, and real estate companies are poised to dominate next week’s earnings calendar, with 47 companies from the S&P 500 scheduled to report. Key names due to report include: NVIDIA (NVDA [https://seekingalpha.com/symbol/NVDA]), Realty Income (O [https://seekingalpha.com/symbol/O]), Salesforce (CRM [https://seekingalpha.com/symbol/CRM]), Block (XYZ [https://seekingalpha.com/symbol/XYZ]), The Home Depot (HD [https://seekingalpha.com/symbol/HD]), Viatris (VTRS [https://seekingalpha.com/symbol/VTRS]), The Trade Desk (TTD [https://seekingalpha.com/symbol/TTD]), Lowe's Companies (LOW [https://seekingalpha.com/symbol/LOW]), Dell Technologies (DELL [https://seekingalpha.com/symbol/DELL]), VICI Properties (VICI [https://seekingalpha.com/symbol/VICI]), First Solar (FSLR [https://seekingalpha.com/symbol/FSLR]), American Tower (AMT [https://seekingalpha.com/symbol/AMT]), HP (HPQ [https://seekingalpha.com/symbol/HPQ]), ONEOK (OKE [https://seekingalpha.com/symbol/OKE]), and Warner Bros. Discovery (WBD [https://seekingalpha.com/symbol/WBD]).
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