Earnings Report · After-Hours Watch · mangostracker.ai

Last night's earnings

Thursday, September 24, 2026 — the Triple Check on that evening's after-hours reports.

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Costco beats but margin worries cap the pop; BlackBerry keeps raising the bar — Costco topped Wall Street on both lines in its Q4/FY26 report but a muted after-hours reaction reflected soft core margins and moderating comp-sales commentary. BlackBerry, off the watchlist but notable, delivered a clean beat-and-raise on record QNX growth.

Reports covered

2 companies reviewed.

COST
Beat
EPS vs. Consensus
$6.75 actual vs $6.55 consensus (+3.1%), though $0.15 of that came from a non-recurring IEEPA tariff refund benefit
Revenue vs. Consensus
$95.7B actual vs $94.85B consensus (+0.9%); net sales +11.2% YoY to $93.9B, comps +9.4%, digital comps +19.5%
Forward Guidance
No formal EPS guidance issued (Costco does not typically provide it); management flagged 6-7% comp growth as the more normal go-forward run-rate versus this quarters 9.4%, and gross margin rate slipped 11bps YoY with core-on-core margin down 32bps
Price Reaction
+0.26% after hours to about $898.80 following a down day (-0.91%) into the print, a muted move given the headline beat

Clean top- and bottom-line beat, but a chunk of the EPS upside was a one-time tariff refund and core margins softened, so the market shrugged rather than cheered; membership fee income (+7.3%) and record Executive Membership penetration were bright spots on the call.

BB
Strong Beat
EPS vs. Consensus
$0.07 adjusted actual vs $0.04 consensus (+75%)
Revenue vs. Consensus
$163.3M actual vs $145.63M consensus (+12.1%), up 26% YoY
Forward Guidance
Raised full-year FY27 revenue guidance to $616M-$636M and adjusted EBITDA to $141M-$158M, citing record QNX design wins (including its largest-ever Alloy Kore win) and strong first-half execution
Price Reaction
+4.06% on the earnings announcement

Beat on every major line with a second straight raise to full-year guidance; record QNX revenue, expanding margins (78% adjusted gross margin), and a sixth consecutive quarter of positive GAAP net income point to genuine operating momentum, not just cost-cutting.

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.