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
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.
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.
| Quarter | Reported | Revenue | YoY | Rev. cons. | Surprise | Op. income | Op. margin | EPS | EPS cons. | Surprise | Verdict | OCF | CAPEX | FCF |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FY2026 Q42026 Q2 | 2026-07-29 | $90.0B | +18.0% | $87.6B | +2.7% | $40.6B | 45.1% | $4.74 | $4.24 | +11.8% | BEAT | $55.4B | $35.8B | $19.6B |
| FY2026 Q32026 Q1 | 2026-04-29 | $82.9B | +18.3% | $81.5B | +1.7% | $38.4B | 46.3% | $4.27 | $4.06 | +5.2% | BEAT | $46.7B | $30.9B | $15.8B |
| FY2026 Q22025 Q4 | 2026-01-28 | $81.3B | +16.7% | $81.3B | 0.0% | $38.3B | 47.1% | $4.14 | $3.85 | +7.5% | BEAT | $35.8B | $29.9B | $5.9B |
| FY2026 Q12025 Q3 | 2025-10-28 | $77.7B | +18.4% | $77.7B | 0.0% | $38.0B | 48.9% | $3.72 | $3.66 | +1.6% | BEAT | $45.1B | $19.4B | $25.7B |
| FY2025 Q42025 Q2 | 2025-07-22 | $76.4B | +18.1% | $76.4B | 0.0% | $34.3B | 44.9% | $3.65 | $3.38 | +8.0% | BEAT | $42.7B | $17.1B | $25.6B |
| FY2025 Q32025 Q1 | 2025-04-30 | $70.1B | +13.3% | $70.1B | 0.0% | $32.0B | 45.7% | $3.46 | $3.22 | +7.6% | BEAT | $37.0B | $16.8B | $20.3B |
| FY2025 Q22024 Q4 | 2025-01-29 | $69.6B | +12.3% | $68.7B | +1.3% | $31.7B | 45.5% | $3.23 | $3.11 | +3.9% | BEAT | $22.3B | $15.8B | $6.5B |
| FY2025 Q12024 Q3 | 2024-10-30 | $65.6B | +16.0% | $64.5B | +1.7% | $30.6B | 46.6% | $3.30 | $3.10 | +6.5% | BEAT | $34.2B | $14.9B | $19.3B |
| FY2024 Q42024 Q2 | 2024-07-30 | $64.7B | +15.2% | $64.3B | +0.6% | $27.9B | 43.1% | $2.95 | $2.93 | +0.7% | BEAT | $37.2B | $13.9B | $23.3B |
| FY2024 Q32024 Q1 | 2024-04-25 | $61.9B | +17.0% | $60.8B | +1.8% | $27.6B | 44.6% | $2.94 | $2.82 | +4.3% | BEAT | $31.9B | $11.0B | $21.0B |
| FY2024 Q22023 Q4 | 2024-01-30 | $62.0B | +17.6% | $61.1B | +1.5% | $27.0B | 43.6% | $2.93 | $2.78 | +5.4% | BEAT | $18.9B | $9.7B | $9.1B |
| FY2024 Q12023 Q3 | 2023-10-24 | $56.5B | +12.8% | $54.5B | +3.7% | $26.9B | 47.6% | $2.99 | $2.65 | +12.8% | BEAT | $30.6B | $9.9B | $20.7B |
| FY2023 Q42023 Q2 | 2023-07-25 | $56.2B | +8.3% | $55.4B | +1.4% | $24.3B | 43.2% | $2.69 | $2.55 | +5.5% | BEAT | $28.8B | $8.9B | $19.8B |
| 2023 Q1 | — | $52.9B | +7.1% | — | — | $22.4B | 42.3% | — | — | — | — | $24.4B | $6.6B | $17.8B |
| 2022 Q4 | — | $52.7B | +2.0% | — | — | $20.4B | 38.7% | — | — | — | — | $11.2B | $6.3B | $4.9B |
| 2022 Q3 | — | $50.1B | +10.6% | — | — | $21.5B | 42.9% | — | — | — | — | $23.2B | $6.3B | $16.9B |
| 2022 Q2 | — | $51.9B | +12.4% | — | — | $20.5B | 39.6% | — | — | — | — | $24.6B | $6.9B | $17.8B |
| 2022 Q1 | — | $49.4B | +18.4% | — | — | $20.4B | 41.3% | — | — | — | — | $25.4B | $5.3B | $20.0B |
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.
| Company | Quarter | Metric | Adopted | Control | Gap | Resolution |
|---|---|---|---|---|---|---|
| TSMCTSM | FY2025 Q4 | Revenue | $33.7Bbql | $1,050Bastra | 96.79% | Suspected unit or currency mislabel — 31.16x the BQL figure (BQL 33.6975 USD_B). The astra value was not adopted. |
| TSMCTSM | FY2025 Q3 | Revenue | $33.1Bbql | $990Bastra | 96.66% | Suspected unit or currency mislabel — 29.93x the BQL figure (BQL 33.0731 USD_B). The astra value was not adopted. |
| TSMCTSM | FY2025 Q2 | Revenue | $30.3Bbql | $934Bastra | 96.75% | Suspected unit or currency mislabel — 30.8x the BQL figure (BQL 30.3178 USD_B). The astra value was not adopted. |
| TSMCTSM | FY2025 Q1 | Revenue | $25.5Bbql | $839Bastra | 96.96% | Suspected unit or currency mislabel — 32.9x the BQL figure (BQL 25.5118 USD_B). The astra value was not adopted. |
| BroadcomAVGO | FY2026 Q1 | Revenue | $19.3Bbql | $15.8Bastra | 18.18% | 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. |
| IntelINTC | FY2026 Q1 | Operating margin | 12.3%astra | -23.1%bql | 153.25% | Adopted by source priority (astra > m7 > bql). |
| Lam ResearchLRCX | FY2026 Q2 | Revenue | $5.3Bbql | $4.4Bastra | 18.05% | 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 ResearchLRCX | FY2026 Q1 | Revenue | $5.3Bbql | $4.2Bastra | 21.68% | 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 ResearchLRCX | FY2025 Q4 | Revenue | $5.2Bbql | $4.3Bastra | 16.27% | 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 ResearchLRCX | FY2025 Q3 | Revenue | $4.2Bastra | $4.7Bbql | 10.17% | Adopted by source priority (astra > m7 > bql). |
| KLAKLAC | FY2026 Q2 | Revenue | $3.0Bastra | $3.3Bbql | 8.71% | Adopted by source priority (astra > m7 > bql). |
| KLAKLAC | FY2026 Q1 | Revenue | $3.2Bbql | $2.8Bastra | 11.52% | 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. |
| VertivVRT | FY2026 Q1 | Operating margin | 20.8%astra | 16.6%bql | 20.14% | Adopted by source priority (astra > m7 > bql). |
| VertivVRT | FY2026 Q2 | Operating margin | 22.6%astra | 19.6%bql | 13.27% | 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.