Earnings Report · After-Hours Watch · mangostracker.ai

Last night's earnings

Tuesday, September 22, 2026 — the Triple Check on that evening's after-hours reports.

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KB Home beats on profit but trims margin outlook; Worthington Enterprises tops estimates on data-center demand — A quiet post-close night outside the mega-caps: KB Home topped EPS estimates but its trimmed Q4 margin outlook (pricing pressure, higher costs) sent shares lower after hours, while Worthington Enterprises beat on both EPS and revenue as its data-center liquid-cooling tank business keeps ramping.

Reports covered

2 companies reviewed.

KBH
In-Line / Soft Beat
EPS vs. Consensus
$1.05 actual vs $0.89 consensus (+18%)
Revenue vs. Consensus
$1.30B actual vs $1.30B consensus (roughly in-line)
Forward Guidance
Maintained full-year FY26 delivery guidance (10,500-11,000 homes) and revenue guidance ($4.9B-$5.1B), but lowered Q4 housing gross margin outlook to 16.0%-16.6%, citing pricing pressure, higher direct/land costs, and a smaller mix contribution from higher-margin West Coast communities.
Price Reaction
-2.2% after hours (from a $48.59 close to ~$47.51), though some real-time feeds showed brief swings in both directions

EPS beat handily but revenue merely matched estimates and the trimmed Q4 margin outlook signals cost and pricing pressure in the housing market, which is what drove shares lower after hours despite the headline profit beat.

WOR
Beat
EPS vs. Consensus
$0.82 actual (non-GAAP) vs $0.75 consensus (+9.3%)
Revenue vs. Consensus
$343.9M actual vs $331.3M consensus (+3.8%); sales up 13.2% YoY
Forward Guidance
No formal full-year EPS/revenue guidance change; reiterated it expects to ship at least ~$13M of ASME water tanks for data-center liquid cooling in Q1 FY27 alone, with management calling it a multiyear growth opportunity and citing accelerating demand prompting added capacity investment.
Price Reaction
Roughly flat in initial after-hours trading (~+0.1%) just after the print, despite the beat

Beat on both EPS and revenue with accelerating organic growth (7%) and a notable data-center cooling tailwind, but without a formal raise to full-year guidance the initial after-hours reaction was muted relative to the size of the beat.

What this is (and isn't)

A fourth, independent lens — this one on the companies that just reported (or are about to), not the tape itself.

Every weekday evening around 7:30 PM ET, a separate job checks which notable companies (our own maintained watchlist, plus other market-moving names when relevant) reported earnings after that day's close, and runs each through a "Triple Check": actual EPS and revenue against Wall Street consensus, and — the part that drives most of the actual price reaction — forward guidance. On Fridays, a same-day recap is low-value heading into a weekend with no trading day right after, so that run instead previews which notable companies are scheduled to report the following week.

How reports are graded

The same rubric applied to every company reviewed.

GradeCriteriaTypical reaction
Strong BeatBeat EPS & revenue, raised guidanceSharp gap up (+5% to +15%+)
BeatBeat EPS & revenue, guidance unchangedModerate pop, can get sold off
In-Line / Soft BeatEPS beat (often via cost-cutting), revenue missed or guidance loweredMixed to negative
MissMissed EPS or revenue, weak guidanceSharp gap down (-5% to -20%+)

Timing

Weekday evenings run the recap above; Fridays run the week-ahead preview instead.

4:00 PM ET
The market closes. Most companies that report today do so shortly after this, in the after-hours session.
~7:30 PM ET
This job fires — enough time for the initial post-earnings price reaction and analyst commentary to develop — and this page updates.

Archive

Past evenings' earnings reviews.

Notes

This page is market commentary built from real earnings releases and public analyst coverage, not a trade signal and not connected to the paper-trading account's cash or holdings. Nothing here is executed. Not investment advice.