Track record
Every quarter we forecast before the release, set against what the company reported.
| Quarter | Ours | Street | Reported | Closest model | ||||
|---|---|---|---|---|---|---|---|---|
| Bank of AmericaQ3 2026 | ||||||||
| Adjusted EPS | $1.09 | −1¢ | $1.10 | −2¢ | $1.08 | Opus 5.5 | $1.08 | 0¢ |
| Sales | $30.40B | −1.4% | $30.58B | −2.0% | $29.96B | Grok 4.7 | $30.15B | −0.6% |
| FastenalQ3 2026 | ||||||||
| Diluted EPS | $0.34 | +1¢ | $0.34 | +1¢ | $0.35 | GPT-6.1 Sol | $0.34 | +1¢ |
| Sales | $2.44B | +0.9% | $2.44B | +1.0% | $2.46B | GLM 5.3 | $2.46B | +0.1% |
| Bloom EnergyQ3 2026 | ||||||||
| Adjusted EPS | $0.76 | +18¢ | $0.69 | +25¢ | $0.94 | GPT-6.1 Sol | $0.85 | +9¢ |
| Sales | $1.10B | +12.0% | $1.07B | +15.5% | $1.24B | GPT-6.1 Sol | $1.15B | +7.5% |
| AppleQ4 FY2026 | ||||||||
| Diluted EPS | $1.98 | +12¢ | $1.99 | +11¢ | $2.10 | Opus 5.5 | $2.02 | +8¢ |
| Sales | $112.71B | +1.6% | $113.40B | +0.9% | $114.48B | Opus 5.5 | $113.50B | +0.9% |
| Northrop GrummanQ3 2026 | ||||||||
| Diluted EPS | $7.30 | +59¢ | $7.18 | +71¢ | $7.89 | Muse Wonder | $7.53 | +36¢ |
| Sales | $11.11B | +0.1% | $11.14B | −0.2% | $11.12B | Grok 4.7 | $11.10B | +0.2% |
| Lam ResearchQ1 FY2027 | ||||||||
| Adjusted EPS | $2.21 | −1¢ | $2.18 | +2¢ | $2.20 | GLM 5.3 | $2.20 | 0¢ |
| Sales | $8.20B | +0.2% | $8.14B | +1.0% | $8.22B | Gemini 4 Argon | $8.20B | +0.2% |
| AMDQ3 2026 | ||||||||
| Adjusted EPS | $1.98 | +11¢ | $1.95 | +14¢ | $2.09 | Grok 4.7 | $2.02 | +7¢ |
| Sales | $13.20B | +1.3% | $13.10B | +2.1% | $13.38B | Opus 5.5 | $13.30B | +0.6% |
| AlphabetQ3 2026 | ||||||||
| Adjusted EPS | $2.94 | −27¢ | $3.02 | −35¢ | $2.67 | GLM 5.3 | $2.81 | −14¢ |
| Sales | $127.65B | −0.1% | $127.91B | −0.3% | $127.58B | GLM 5.3 | $127.60B | 0.0% |
| MetaQ3 2026 | ||||||||
| Adjusted EPS | $6.86 | +54¢ | $6.54 | +86¢ | $7.40 | Muse Wonder | $7.84 | −44¢ |
| Sales | $63.13B | +2.3% | $63.34B | +2.0% | $64.60B | GPT-6.1 Sol | $64.00B | +0.9% |
| MicrosoftQ1 FY2027 | ||||||||
| Adjusted EPS | $4.84 | +5¢ | $4.72 | +17¢ | $4.89 | GPT-6.1 Sol | $4.89 | 0¢ |
| Sales | $91.90B | +0.4% | $90.74B | +1.7% | $92.28B | DeepSeek V4.1 Flash | $92.20B | +0.1% |
| TeslaQ3 2026 | ||||||||
| Adjusted EPS | $0.44 | +4¢ | $0.45 | +3¢ | $0.48 | GLM 5.3 | $0.47 | +1¢ |
| Sales | $28.79B | −2.6% | $28.06B | 0.0% | $28.05B | Muse Wonder | $28.60B | −1.9% |
| CorningQ3 2026 | ||||||||
| Adjusted EPS | $0.89 | +2¢ | $0.88 | +3¢ | $0.91 | GPT-6.1 Sol | $0.90 | +1¢ |
| Sales | $4.81B | +1.0% | $5.03B | § | $4.86B | GPT-6.1 Sol | $4.84B | +0.3% |
| Aehr Test SystemsQ1 FY2027 | ||||||||
| Adjusted EPS | $0.14 | +14¢ | $0.11 | +17¢ | $0.28 | Grok 4.7 | $0.16 | +12¢ |
| Sales | $28.0M | +17.9% | $27.1M | +21.8% | $33.0M | Kimi K3.1 Pro | $30.0M | +10.0% |
| ModernaQ3 2026 | ||||||||
| Diluted EPS | −$1.10 | +148¢ | −$1.25 | +163¢ | $0.38 | GPT-6.1 Sol | −$0.83 | +121¢ |
| Sales | $850.0M | +54.5% | $890.2M | +47.5% | $1.31B | Kimi K3.1 Pro | $900.0M | +45.9% |
Beside each estimate, how far the reported number came in from it, in cents for earnings per share and in percent for sales: + when the company reported more, − when it reported less. Ours is the average of the models for a forecast by the lineup, and for a forecast by the committee the whole forecast of the analyst nearest the middle on both sales and earnings per share; the closest model is the one nearest the reported number. Earnings per share is the company's own measure; sales is the statement's revenue. The Street is the consensus estimate as read before the release, from Michael (owner-supplied; I-247), Michael (owner-supplied; I-164), TradingView, stockanalysis.com (S&P Global), Michael (owner-supplied; I-338).
§ on the company's adjusted revenue basis, not compared.