本周15家公司中有11家实现每股收益：盈利记分卡

The stock market opened in the red on Friday as the July PCE report came in-line, while Marvell's (MRVL) results weighed on Nasdaq. 

Meanwhile Wall Street’s major averages finished higher on Thursday as investors weighed a wave of economic data and Nvidia’s latest earnings, all as the S&P 500 surpassed 6,500 and marked yet another record close. 

In more rate cut news, Fed Governor Christopher Waller said Thursday he favors beginning U.S. interest rate cuts next month and anticipates additional cuts over the next three to six months, aiming to “ease monetary policy and move it to a more neutral stance.” 

Earnings Roundup: 

Out of the 15 S&P 500 companies that reported earnings this week, 11 of them surpassed expectations for EPS, while 13 of them beat revenue estimates.

Consumer companies that reported earnings this week included Ulta Beauty (ULTA) which earned a profit of $5.78 per share, up from $5.30 a year ago and $0.74 better than expected. Additionally, the company’s gross profit margin widened 90 basis points to 39.2% versus 38.1% estimates.

Dollar General (DG) topped Q2 estimates and set a favorable full-year guidance. Sales increased 5.1% year-over-year during the quarter that ended on August 3 to $10.7 billion. 

The Chesapeake, Virginia-based company noted that the net sales increase was driven by positive sales contributions from new stores and growth in same-store sales, partially offset by the impact of store closures.

Numerous tech companies reported earnings this week such as Dell (DELL) which reported fiscal second-quarter results and guidance that largely topped Wall Street's expectations.

For the period ending August 1, Dell said it earned an adjusted $2.32 per share on $29.78B in revenue, up 13% year-over-year. Analysts were anticipating adjusted earnings of $2.11 per share on $25.33B in revenue.  

HP (HPQ) reported fiscal third-quarter results and guidance that were a touch higher than Wall Street's expectations.

For the period ending July 31, HP said it earned an adjusted $0.75 per share on $13.93B in revenue. A consensus of analysts expected HP to earn $0.74 per share on an adjusted basis, with $13.74B in revenue during the quarter.

Looking to the fourth-quarter, HP expects earnings, excluding one-time items, to be between $0.87 and $0.97 per share, with the $0.92 midpoint above the $0.91 per share analysts were expecting. 

CrowdStrike (CRWD) reported adjusted earnings per share of $0.93, which was more than the consensus estimate of $0.83. Revenue totaled $1.17B, which also surpassed the estimate of $1.15B. 

The security company also increased its annual recurring revenue by 20% year over year to $4.66B. For the quarter in progress, CrowdStrike projects adjusted EPS to range from $0.93 to $0.95, which is more than the $0.91 estimate. However, it expects revenue to range from $1.21B to $1.22B, which is short of the $1.23B estimate.

Nvidia (NVDA) reported fiscal second-quarter results and guidance that topped Wall Street's expectations and unveiled a massive share buyback program. For the period ending July 27, Nvidia said it earned an adjusted $1.05 per share on $46.74B in revenue.

Earnings next week: 

Numerous companies are scheduled to announce earnings next week, such as Zscaler (ZS) Signet Jewelers (SIG), and Flower One (OTC:FLOOF) on Tuesday, with Salesforce (CRM), Figma (FIG), Hewlett Packard (HPE), Dollar Tree (DLTR), and Macy’s (M) on Wednesday. 

Thursday will include earnings reports from Broadcom (AVGO), Lululemon Athletica (LULU), and DocuSign (DOCU).

More on related stocks: 

• Marvell Technology Stock: Why I Am Buying This Dip
• Ulta Beauty: Defying Tough Macro As Shoppers Find Comfort In Beauty (Upgrade)
• Ulta Beauty, Inc. (ULTA) Q2 2025 Earnings Call Transcript
• Zscaler Q4 earnings preview: What to expect
• Ulta's conservative comp sales guidance spooks investors, but positives remain intact - analysts