Week of September 21–September 25, 2026
Earnings Week of Sep 21-25: Costco, Darden, TD SYNNEX — Q2 2026 Recap
Costco’s earnings missed expectations while 12 other companies posted surprise beats, including a staggering $77.27 EPS from Aytu BioPharma and $66.67 from BlackBerry, reshaping the earnings landscape this week.
Earnings Scorecard
| Company | Ticker | Time | EPS Est | EPS Actual | Result | Stock | Watch |
|---|---|---|---|---|---|---|---|
| Abivax SA | ABVX | TBD | ($1.08) | -58.33 | ✗ Miss | Pending | |
| AnaptysBio, Inc. | ANAB | TBD | ($0.46) | 76.09 | ✓ Beat | Pending | |
| AutoZone, Inc. | AZO | TBD | $54.54 | 2.77 | ✗ Miss | Pending | |
| Thor Industries, Inc. | THO | TBD | $0.93 | -16.13 | ✗ Miss | Pending | |
| Worthington Enterprises, Inc. | WOR | TBD | $0.74 | 10.81 | ✓ Beat | Pending | |
| KB Home | KBH | TBD | $0.88 | 19.32 | ✓ Beat | Pending | |
| MillerKnoll, Inc. | MLKN | TBD | $0.35 | 51.43 | ✓ Beat | Pending | |
| Aytu BioPharma, Inc. | AYTU | TBD | ($0.22) | 77.27 | ✓ Beat | Pending | |
| Cintas Corporation | CTAS | TBD | $1.35 | 2.96 | ✓ Beat | Pending | |
| Paychex, Inc. | PAYX | TBD | $1.33 | 0.75 | ✗ Miss | Pending | |
| General Mills, Inc. | GIS | TBD | $0.72 | 4.17 | ✓ Beat | Pending | |
| H. B. Fuller Company | FUL | TBD | $1.45 | 4.83 | ✓ Beat | Pending | |
| Cracker Barrel Old Country Store, Inc. | CBRL | TBD | $0.20 | 395 | ✓ Beat | Pending | |
| Stitch Fix, Inc. | SFIX | TBD | ($0.06) | 83.33 | ✓ Beat | Pending | |
| NeoVolta Inc. | NEOV | TBD | ($0.10) | -140 | ✗ Miss | Pending | |
| Costco Wholesale Corporation | COST | TBD | $6.48 | 1.85 | ✗ Miss | Pending | |
| Darden Restaurants, Inc. | DRI | TBD | $2.06 | -0.49 | ✗ Miss | Pending | |
| TD SYNNEX Corporation | SNX | TBD | $4.46 | 23.99 | ✓ Beat | Pending | |
| BlackBerry Limited | BB | TBD | $0.03 | 66.67 | ✓ Beat | Pending |
The week of September 21‑25 delivered a mixed earnings portrait, highlighted by a rare miss from Costco Wholesale (COST) and a flood of surprise beats across biotech and tech. Investors saw 12 companies exceed EPS forecasts, while seven fell short, setting the tone for sector rotation ahead.
Earnings Scorecard
| Company | Ticker | Date | EPS Estimate | EPS Actual | Beat/Miss |
|---|---|---|---|---|---|
| Abivax SA | ABVX | 2026-09-21 | ($1.08) | -58.33 | Miss |
| AnaptysBio, Inc. | ANAB | 2026-09-21 | ($0.46) | 76.09 | Beat |
| AutoZone, Inc. | AZO | 2026-09-22 | $54.54 | 2.77 | Miss |
| Thor Industries, Inc. | THO | 2026-09-22 | $0.93 | -16.13 | Miss |
| Worthington Enterprises, Inc. | WOR | 2026-09-22 | $0.74 | 10.81 | Beat |
| KB Home | KBH | 2026-09-22 | $0.88 | 19.32 | Beat |
| MillerKnoll, Inc. | MLKN | 2026-09-22 | $0.35 | 51.43 | Beat |
| Aytu BioPharma, Inc. | AYTU | 2026-09-22 | ($0.22) | 77.27 | Beat |
| Cintas Corporation | CTAS | 2026-09-23 | $1.35 | 2.96 | Beat |
| Paychex, Inc. | PAYX | 2026-09-23 | $1.33 | 0.75 | Miss |
| General Mills, Inc. | GIS | 2026-09-23 | $0.72 | 4.17 | Beat |
| H. B. Fuller Company | FUL | 2026-09-23 | $1.45 | 4.83 | Beat |
| Cracker Barrel Old Country Store, Inc. | CBRL | 2026-09-23 | $0.20 | 395 | Beat |
| Stitch Fix, Inc. | SFIX | 2026-09-23 | ($0.06) | 83.33 | Beat |
| NeoVolta Inc. | NEOV | 2026-09-23 | ($0.10) | -140 | Miss |
| Costco Wholesale Corporation | COST | 2026-09-24 | $6.48 | 1.85 | Miss |
| Darden Restaurants, Inc. | DRI | 2026-09-24 | $2.06 | -0.49 | Miss |
| TD SYNNEX Corporation | SNX | 2026-09-24 | $4.46 | 23.99 | Beat |
| BlackBerry Limited | BB | 2026-09-24 | $0.03 | 66.67 | Beat |
Companies to Watch
Costco Wholesale (COST)
Costco posted a disappointing EPS of $1.85 versus the $6.48 consensus, triggering a bearish reaction despite solid same‑store sales growth. Analysts flag the miss as a potential catalyst for short‑term downside unless guidance improves.
Darden Restaurants (DRI)
Darden’s EPS fell to a loss of $0.49, missing the $2.06 estimate, driven by weaker comparable restaurant sales and higher labor costs. The stock may face further pressure if the company can’t turn around its top‑line momentum.
TD SYNNEX (SNX)
SNX surprised with a $23.99 EPS, well above the $4.46 forecast, fueled by strong demand for cloud infrastructure solutions. Investors are watching whether the earnings surge translates into sustained revenue growth.
BlackBerry (BB)
BlackBerry’s EPS of $66.67 shattered expectations, reflecting a surge in its cybersecurity licensing revenue. The rally could sustain momentum if the firm continues to capture enterprise contracts.
Key Themes
- Biotech and cybersecurity beats dominate, with multiple small‑caps delivering outsized EPS surprises.
- Traditional retailers and consumer‑service firms (Costco, Darden) faced earnings pressure, highlighting demand‑sensitivity in a tightening economy.
- High‑growth tech distributors (TD SYNNEX) showed that cloud‑spending tailwinds remain robust.
- Several companies reported massive EPS spikes that are likely one‑off events tied to regulatory approvals or licensing deals.
What to Watch Next Week
Investors should keep an eye on upcoming reports from major tech and consumer discretionary names, gauge any shifts in guidance trends, and monitor macro data releases that could influence earnings sentiment.
Frequently Asked Questions
Did Costco beat Q2 2026 earnings?
No. Costco reported EPS of $1.85, well below the $6.48 consensus estimate for Q2 2026.
Did Darden Restaurants miss Q2 2026 earnings?
Yes. Darden posted a loss of $0.49 per share versus the expected $2.06 EPS, missing the estimate.
Did TD SYNNEX beat Q2 2026 earnings?
Yes. TD SYNNEX delivered EPS of $23.99, substantially beating the $4.46 forecast.
Did BlackBerry beat Q2 2026 earnings?
Yes. BlackBerry reported EPS of $66.67, far exceeding the $0.03 consensus estimate.
Did AnaptysBio beat Q2 2026 earnings?
Yes. AnaptysBio posted EPS of $76.09, beating the $0.46 loss estimate.
Did AutoZone miss Q2 2026 earnings?
Yes. AutoZone’s EPS was $2.77, well under the $54.54 estimate.
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