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Earnings TrackerA ledger of revenue, EPS, operating income and cash flow across 447 quarters for 25 companies, reconciled source by source. Surprises against consensus and the places where sources disagree are carried as they are

As of 2026-08-01
25 names · 447 quarters
upd 2026-08-01
① LATEST REPORTS

The Quarters Just Reported

The 12 most recent reports. Of the 11 that can be set against an EPS consensus, 8 cleared it and 3 fell short. The surprise is the actual less consensus, divided by consensus. Click a name to load that company into the ledger below.

Detail
2026 Q2 · 2026-07-30
$5.75EPS · GAAPBEAT
cons. $1.82+215.9%
rev. $201B+20.0%
Detail
FY26 Q3 · 2026-07-30
$2.02EPS · GAAPBEAT
cons. $1.89+7.2%
rev. $109B+16.0%
Detail
FY2026 Q2 · 2026-07-29
$1.52EPS · as reportedBEAT
cons. $1.42+7.0%
rev. $3.3B+24.1%MISS
-17% regular session · guidance raised
Detail
FY2026 Q3 · 2026-07-29
$2.21EPS · as reportedMISS
cons. $2.23-0.9%
rev. $10.0B-4.0%BEAT
-7.2% after hours · guidance lowered
Detail
FY2026 Q4 · 2026-07-29
$4.74EPS · as reportedBEAT
cons. $4.24+11.8%
rev. $90.0B+18.0%BEAT
+8.9% after hours · guidance raised
Detail
FY2026 Q2 · 2026-07-29
$6.18EPS · as reportedMISS
cons. $7.17-13.8%
rev. $60.8B+28.0%BEAT
-9.6% after hours · guidance lowered
Detail
FY2027 Q1 · 2026-07-29
$0.45EPS · as reportedBEAT
cons. $0.40+12.5%
rev. $1.3B+22.4%BEAT
-7% after hours · guidance raised
Detail
FY2026 Q2 · 2026-07-29
—EPS —
cons. —
rev. ₩79.3T+257.0%MISS
-9.6% · guidance held
Detail
FY2026 Q4 · 2026-07-28
$5.71EPS · as reportedBEAT
cons. $5.09+12.2%
rev. $3.6B+48.5%BEAT
+10% after hours · guidance raised
Detail
FY2026 Q2 · 2026-07-28
$0.78EPS · as reportedBEAT
cons. $0.40+95.0%
rev. $1.1B+165.5%BEAT
+12% after hours · guidance raised
Detail
2026 Q2 · 2026-07-22
$0.33EPS · adjustedMISS
cons. $0.52-36.5%
rev. $28.2B+26.0%
Detail
FY2026 Q2 · 2026-07-22
$9.11EPS · as reportedBEAT
cons. $2.88+216.0%
rev. $120B+24.0%BEAT
-6% next session · guidance raised
② QUARTERLY LEDGER · BY COMPANY

The Quarterly Ledger, Company by Company

Pick a company and its quarterly revenue, operating income, EPS and cash flow unfold newest first. The dot beside each value marks which source it came from. A ⚠ marks a quarter where the sources disagree.

M7
Semiconductors
Infrastructure & Power
Detail
Microsoft
MSFT · US · USD · 2022-03-31 ~ 2026-06-30
latest quarter FY2026 Q4
$90.0B+18.0%
revenue · 2026-07-29
quarters 18Revenue 18EPS 13EPS consensus 13Operating income 18Operating margin 18Net income 18
Detail
■ Revenue (USD bn)— Revenue YoY (%)
Detail
■ Operating cash flow■ Capex— Free cash flowUSD bn
Detail
■ Actual— ConsensusUSD per share
● astra● m7● bqldot = adopted source · scroll sideways for the full row
QuarterReportedRevenueYoYRev. cons.SurpriseOp. incomeOp. marginEPSEPS cons.SurpriseVerdictOCFCAPEXFCF
FY2026 Q42026 Q22026-07-29$90.0B+18.0%$87.6B+2.7%$40.6B45.1%$4.74$4.24+11.8%BEAT$55.4B$35.8B$19.6B
FY2026 Q32026 Q12026-04-29$82.9B+18.3%$81.5B+1.7%$38.4B46.3%$4.27$4.06+5.2%BEAT$46.7B$30.9B$15.8B
FY2026 Q22025 Q42026-01-28$81.3B+16.7%$81.3B0.0%$38.3B47.1%$4.14$3.85+7.5%BEAT$35.8B$29.9B$5.9B
FY2026 Q12025 Q32025-10-28$77.7B+18.4%$77.7B0.0%$38.0B48.9%$3.72$3.66+1.6%BEAT$45.1B$19.4B$25.7B
FY2025 Q42025 Q22025-07-22$76.4B+18.1%$76.4B0.0%$34.3B44.9%$3.65$3.38+8.0%BEAT$42.7B$17.1B$25.6B
FY2025 Q32025 Q12025-04-30$70.1B+13.3%$70.1B0.0%$32.0B45.7%$3.46$3.22+7.6%BEAT$37.0B$16.8B$20.3B
FY2025 Q22024 Q42025-01-29$69.6B+12.3%$68.7B+1.3%$31.7B45.5%$3.23$3.11+3.9%BEAT$22.3B$15.8B$6.5B
FY2025 Q12024 Q32024-10-30$65.6B+16.0%$64.5B+1.7%$30.6B46.6%$3.30$3.10+6.5%BEAT$34.2B$14.9B$19.3B
FY2024 Q42024 Q22024-07-30$64.7B+15.2%$64.3B+0.6%$27.9B43.1%$2.95$2.93+0.7%BEAT$37.2B$13.9B$23.3B
FY2024 Q32024 Q12024-04-25$61.9B+17.0%$60.8B+1.8%$27.6B44.6%$2.94$2.82+4.3%BEAT$31.9B$11.0B$21.0B
FY2024 Q22023 Q42024-01-30$62.0B+17.6%$61.1B+1.5%$27.0B43.6%$2.93$2.78+5.4%BEAT$18.9B$9.7B$9.1B
FY2024 Q12023 Q32023-10-24$56.5B+12.8%$54.5B+3.7%$26.9B47.6%$2.99$2.65+12.8%BEAT$30.6B$9.9B$20.7B
FY2023 Q42023 Q22023-07-25$56.2B+8.3%$55.4B+1.4%$24.3B43.2%$2.69$2.55+5.5%BEAT$28.8B$8.9B$19.8B
2023 Q1—$52.9B+7.1%——$22.4B42.3%————$24.4B$6.6B$17.8B
2022 Q4—$52.7B+2.0%——$20.4B38.7%————$11.2B$6.3B$4.9B
2022 Q3—$50.1B+10.6%——$21.5B42.9%————$23.2B$6.3B$16.9B
2022 Q2—$51.9B+12.4%——$20.5B39.6%————$24.6B$6.9B$17.8B
2022 Q1—$49.4B+18.4%——$20.4B41.3%————$25.4B$5.3B$20.0B
③ WHERE SOURCES DISAGREE

Where the Sources Disagree

When sources differ by more than 5 per cent on the same metric in the same quarter, one value is adopted and the rest are listed here. Nothing is averaged, and the value not adopted is not deleted.

Detail
CompanyQuarterMetricAdoptedControlGapResolution
TSMCTSMFY2025 Q4Revenue$33.7Bbql$1,050Bastra96.79%Suspected unit or currency mislabel — 31.16x the BQL figure (BQL 33.6975 USD_B). The astra value was not adopted.
TSMCTSMFY2025 Q3Revenue$33.1Bbql$990Bastra96.66%Suspected unit or currency mislabel — 29.93x the BQL figure (BQL 33.0731 USD_B). The astra value was not adopted.
TSMCTSMFY2025 Q2Revenue$30.3Bbql$934Bastra96.75%Suspected unit or currency mislabel — 30.8x the BQL figure (BQL 30.3178 USD_B). The astra value was not adopted.
TSMCTSMFY2025 Q1Revenue$25.5Bbql$839Bastra96.96%Suspected unit or currency mislabel — 32.9x the BQL figure (BQL 25.5118 USD_B). The astra value was not adopted.
BroadcomAVGOFY2026 Q1Revenue$19.3Bbql$15.8Bastra18.18%The astra value matches the BQL figure for the quarter ending 2025-08-03, 2 quarters out of place. Treated as a period error and not adopted.
IntelINTCFY2026 Q1Operating margin12.3%astra-23.1%bql153.25%Adopted by source priority (astra > m7 > bql).
Lam ResearchLRCXFY2026 Q2Revenue$5.3Bbql$4.4Bastra18.05%The astra value matches the BQL figure for the quarter ending 2024-12-29, 4 quarters out of place. Treated as a period error and not adopted.
Lam ResearchLRCXFY2026 Q1Revenue$5.3Bbql$4.2Bastra21.68%The astra value matches the BQL figure for the quarter ending 2024-09-29, 4 quarters out of place. Treated as a period error and not adopted.
Lam ResearchLRCXFY2025 Q4Revenue$5.2Bbql$4.3Bastra16.27%The astra value matches the BQL figure for the quarter ending 2024-12-29, 2 quarters out of place. Treated as a period error and not adopted.
Lam ResearchLRCXFY2025 Q3Revenue$4.2Bastra$4.7Bbql10.17%Adopted by source priority (astra > m7 > bql).
KLAKLACFY2026 Q2Revenue$3.0Bastra$3.3Bbql8.71%Adopted by source priority (astra > m7 > bql).
KLAKLACFY2026 Q1Revenue$3.2Bbql$2.8Bastra11.52%The astra value matches the BQL figure for the quarter ending 2024-09-30, 4 quarters out of place. Treated as a period error and not adopted.
VertivVRTFY2026 Q1Operating margin20.8%astra16.6%bql20.14%Adopted by source priority (astra > m7 > bql).
VertivVRTFY2026 Q2Operating margin22.6%astra19.6%bql13.27%Adopted by source priority (astra > m7 > bql).

A ledger built by reconciling company earnings releases, cash-flow statements and a Bloomberg quarterly sheet. Capex is the cash figure from the cash-flow statement, defined differently from the lease-inclusive totals companies use in guidance. · as of 2026-08-01 · updated 2026-08-01. Read-only data display — no weights, targets, probabilities or trading advice.

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