EARNINGS WRAP — Wednesday, August 26

6 companies. 5 reported, 1 pending. Tech-heavy slate with retail and industrials on the edges. $INTU beat — Adj EPS $4.03 vs $3.59 consensus, +12.3%. Revenue $4.4B, up 13.7% yoy. Intuit closed fiscal 2026 with a clean beat and guided FY27 adjusted EPS of $22.88–$23.12. $HEI beat — GAAP EPS $1.67 vs $1.51 consensus, +10.6%. Revenue $1.41B, up 23.1% yoy. HEICO's aerospace and defense demand keeps accelerating. $ZM beat — Adj EPS $1.55 vs $1.48 consensus, +5.0%. Revenue $1.3B, up 4.9% yoy. Growth is slowing but profitability holds. $DKS missed on EPS — $3.53 vs $3.76 consensus, -6.2% — but revenue exploded +53.2% yoy to $5.6B. Top-line surge didn't convert to a bottom-line beat. $SMTC beat — Adj EPS $0.71 vs $0.61 consensus, +15.6%. Revenue $341.9M, up 32.7% yoy. Semtech delivered a clean beat with strong growth. $PVH still pending — consensus only, no reported numbers yet. THE WRAP: Intuit's beat closes fiscal 2026 strong and the guidance raise keeps the compounder story intact. H

6 companies. 5 reported, 1 pending. Tech-heavy slate with retail and industrials on the edges.