Week of July 6–10, 2026

Earnings Week Jul 6–10: Penguin, Levi, Pepsico

Penguin Solutions led the pack with a 44.9% EPS beat, while several firms like BYRN and NTIC posted huge misses. Our recap breaks down the 20 releases, highlights the top performers, and spots emerging trends for investors.

20 reporters 11 beats 5 misses 55% beat rate
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On This Page
  1. The Week At A Glance
  2. Earnings Scorecard
  3. Companies to Watch
  4. Key Themes
  5. What to Watch Next Week
  6. Frequently Asked Questions
  7. Next Week's Key Earnings

The Week At A Glance

69%
beat EPS estimates (11 of 16)
-1.9%
average stock reaction (19 stocks)
7 of 11
beats still fell
1 of 5
misses still rose
Stock Move Around The Report

Moves come from stored closing prices around the report date. Before-the-open reports use the prior close to the report-day close, after-the-close reports use the report-day close to the next close, and reports with no stated time use the prior close to the next close. Moves above 100% are left out as likely data errors.

Earnings Scorecard

CompanyTickerTimeEPS EstEPS ActualResultStockWatch
Penguin Solutions, Inc.PENGTBD$0.49$0.71✓ Beat+15.9%
Enerpac Tool Group Corp.EPACTBD$0.49$0.60✓ Beat+3.6%
Kura Sushi USA, Inc.KRUSTBD($0.05)$0.03✓ Beat-5.0%
Saratoga Investment CorpSARTBD$0.54$0.47✗ Miss-16.1%
Levi Strauss & Co.LEVITBD$0.24$0.28✓ Beat-3.3%
AZZ Inc.AZZTBD$1.63$1.85✓ Beat-2.2%
Helen of Troy LimitedHELETBD($0.13)($0.08)✓ Beat-2.2%
Trilogy Metals Inc.TMQTBD($0.01)($0.03)✗ Miss+0.6%
Sono-Tek CorporationSOTKTBD$0.05$0.05Pending+7.2%
Pepsico, Inc.PEPTBD$2.19$2.20✓ Beat-3.6%
WD-40 CompanyWDFCTBD$1.58$2.33✓ Beat+7.4%
Nurix Therapeutics, Inc.NRIXTBD($0.73)($0.81)✗ Miss-5.1%
The Simply Good Foods CompanySMPLTBD$0.32$0.36✓ Beat-0.5%
Barnes & Noble Education, IncBNEDTBD$0.07$0.10✓ Beat+10.8%
Byrna Technologies, Inc.BYRNTBD($0.10)($0.44)✗ Miss-34.9%
Northern Technologies International CorporationNTICTBD$0.04($0.02)✗ Miss-5.0%
Delta Air Lines, Inc.DALTBD$1.51$1.56✓ Beat-3.2%
PriceSmart, Inc.PSMTTBD—$1.28Pending-1.9%
Pure Cycle CorporationPCYOTBD—$0.12Pending+1.3%
Eocene Ltd.EOCNTBD—($0.29)PendingPending

July’s earnings week delivered a mixed bag, with Penguin Solutions, Inc. (PENG) posting a headline‑grabbing 44.9% EPS beat and Levi Strauss (LEVI) delivering a solid 16.7% surprise. Meanwhile, a string of under‑performers, including Byrna Technologies (BYRN) and Northern Technologies International (NTIC), reminded traders that volatility remains high.

Companies to Watch

Penguin Solutions, Inc. (PENG)

With an EPS surprise of 44.9%, Penguin outperformed consensus expectations and signaled robust demand for its SaaS offerings. Analysts upgraded the stock, and the beat could catalyze short‑term buying pressure.

Levi Strauss & Co. (LEVI)

Levi delivered a 16.67% EPS beat, driven by a resurgence in denim sales overseas. The company also reaffirmed its 2026 outlook, making it a focal point for apparel investors.

WD‑40 Company (WDFC)

WDFC posted a 47.47% surprise, the largest beat of the week, as the DIY market showed unexpected strength. The earnings beat may lift the broader consumer‑staples segment.

Byrna Technologies, Inc. (BYRN)

BYRN’s EPS missed by 340%, reflecting ongoing challenges in its defense‑technology pipeline. The sharp miss could trigger heightened volatility and potential short‑covering.

Key Themes

  • Technology and consumer‑discretionary firms dominated the beat list, with 8 of the 11 beaters coming from these sectors.
  • Defensive and niche‑market players (e.g., BYRN, NTIC) experienced the most severe misses, highlighting sector‑specific headwinds.
  • EPS surprise magnitude mattered: companies with >30% beats (Penguin, WDFC) saw the strongest post‑earnings price moves.

What to Watch Next Week

Investors should keep an eye on the upcoming earnings of Taiwan Semiconductor Manufacturing (TSM), JPMorgan Chase (JPM), ASML Holding (ASML), Johnson & Johnson (JNJ), UnitedHealth Group (UNH) and Bank of America (BAC). These heavyweight releases could set the tone for market direction in mid‑July.

Frequently Asked Questions

Did Penguin Solutions beat Q2 2026 earnings?

Yes, Penguin Solutions reported EPS of $0.71 versus an estimate of $0.49, a 44.9% surprise, marking a clear beat for the quarter.

Did Levi Strauss beat Q2 2026 earnings?

Levi Strauss posted EPS of $0.28 against an estimate of $0.24, delivering a 16.67% beat for the quarter.

Did WD‑40 Company beat Q2 2026 earnings?

WD‑40 reported EPS of $2.33 versus the $1.58 estimate, resulting in a 47.47% earnings beat.

Did Byrna Technologies miss Q2 2026 earnings?

Byrna posted EPS of ($0.44) against an estimated ($0.10), a 340% miss for the quarter.

Did Pepsico beat Q2 2026 earnings?

Pepsico earned $2.20 per share versus the $2.19 estimate, a modest 0.46% beat.

Did Delta Air Lines beat Q2 2026 earnings?

Delta reported EPS of $1.56 compared with the $1.51 estimate, a 3.31% beat.

📅 Next Week's Key Earnings

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