Five of Six Key S&P 500 Firms Beat EPS Estimates as Oracle and Copart Surge

EarningsM&A · Partnership
โดย Seeking Alpha·US·Read original
Summary · why it matters

Five of the six key S&P 500 companies that reported earnings this week beat consensus EPS estimates and expanded profits year over year, while all six grew revenue year over year. Oracle rose nearly 7% after hours on a Q1 beat, with adjusted EPS of $1.92 versus $1.75 consensus on $19.35B in revenue, up 30% year over year, and guided to at least $90B in FY27 revenue and adjusted EPS of $8.10. Copart reported mixed fiscal Q4 results, with revenue up 2.7% to $1.15B but GAAP EPS of $0.35 missing by $0.03, and agreed to acquire ACV Auctions for $10.50 per share in cash, sending CPRT up 10% and ACVA up 43% in extended trading. Casey's General Stores fell 14.2% despite a Q1 beat, with revenue up 24.5% to $5.69B and GAAP EPS of $7.37, while CooperCompanies slipped 14.7% after cutting FY26 revenue guidance to $4.229B–$4.252B and non-GAAP EPS to $4.51–$4.55, ending its strategic review by retaining CooperSurgical and expanding its buyback authorization to $3B. Adobe fell 2.7% after hours despite Q3 adjusted EPS of $6.13 on $6.76B in revenue and raised FY26 targets, as its Q4 revenue midpoint of $6.825B slightly missed the $6.84B consensus, and Kroger fell 2.8% premarket despite a Q2 beat with revenue of $34.6B and adjusted EPS of $1.09, after lowering its full-year identical sales growth outlook to 0.2%–0.8%.

Impact on stocks 8

Industrials▲ · 2 stocks
ACV Auctions Inc.
ACVA
▲ PositiveCapitalrelevance

Copart agreed to acquire ACV Auctions for $10.50 per share in cash, sending ACVA up 43%.

Copart Inc
CPRT
▲ PositiveCapitalrelevance

Copart rose 10% after agreeing to acquire ACV Auctions for $10.50 per share in cash, despite mixed fiscal Q4 results with GAAP EPS missing by $0.03.

Cloud & Digital Infrastructure± Mixed · 2 stocks
Adobe Systems Incorporated
ADBE
▼ NegativeCapitalrelevance

Adobe fell after hours as its Q4 revenue midpoint of $6.825B slightly missed the $6.84B consensus despite a Q3 beat and raised FY26 targets.

Oracle Corporation
ORCL
▲ PositiveCapitalrelevance

Oracle beat Q1 EPS estimates ($1.92 vs $1.75) on 30% revenue growth and guided to at least $90B FY27 revenue.

Consumer Staples▼ · 2 stocks
Kroger Company
KR
▼ NegativeDemandrelevance

Kroger lowered its full-year identical sales growth outlook to 0.2%-0.8%, signaling weaker end-customer demand despite the Q2 beat.

Aging Population▼ · 1 stocks
The Cooper Companies, Inc
COO
▼ NegativeCapitalrelevance

CooperCompanies slipped 14.7% after cutting FY26 revenue and non-GAAP EPS guidance, ending its strategic review by retaining CooperSurgical and expanding its buyback to $3B.

Consumer Discretionary▲ · 1 stocks

Theme Impact 3

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