JEFJefferies Financial GroupCompany confirmed
Monday, Sep 28 · After close · FQ3 2026, ended Aug 31
$46.24-25.4% YTD-33.9% from 52w high
Consensus: EPS $1.04 (est.) · Revenue $2.21B (est.) (Zacks, 2026-09-23; only ~6 analysts cover it)
The quarter itself is the smaller story. In September a fund run by a Jefferies subsidiary obtained a UK freezing order against an iron-ore trader, with reported fund-level exposure up to $499M. Jefferies has filed nothing and posted nothing for three weeks, which contrasts sharply with how it handled First Brands. Note the timing: FQ3 ended Aug 31, so this broke in FQ4 — Monday is a disclosure question, not a Q3 earnings question.
Last print fell 9.15% the next session on a vendor-consensus miss of only about 5%. In a name with six analysts the vendor number is not the real bar.
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CCLCarnival Corporation Ltd.Company confirmed
Tuesday, Sep 29 · Before open · FQ3 2026, Jun-Aug
$21.79-28.6% YTD-36.0% from 52w high
Consensus: EPS $1.36 adjusted (est.) · Revenue $8.36B (est.) (Zacks, 2026-09-24)
Consensus sits exactly on company guidance, so the quarter is effectively pre-announced and the revision is the story. The live variable is unhedged fuel: Carnival set guidance at spot Brent of $77.08 on June 23, and Brent was $106.60 on September 24. Against an implied Q4 of roughly $0.26 a share, a fuel overshoot of that size is material.
Beat by about 21% and still fell 4.87%. It has beaten and sold off on each of the last two prints. Made a fresh 52-week low intraday on September 24.
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KMXCarMaxCompany confirmed
Tuesday, Sep 29 · Before open · FQ2 FY2027, ended Aug 31
$56.36+45.9% YTD-13.7% from 52w high
Consensus: EPS $0.67 (est.) · Revenue $7.05B (est.) (Zacks, 2026-09-24)
CarMax has spent two quarters deliberately cutting gross profit per unit to buy volume, and the volume has not arrived: comps were -1.9% then -0.8%. This is the first clean read, because the year-ago quarter was the post-tariff-pull-forward hangover with comps at -6.3%. If units do not inflect against that easy base with margin already sacrificed, the strategy is failing.
Beat by about 35 cents and fell 8.98% on the day, then rose 13.14% the next session. Anyone describing that as a 9% drop is describing a move that fully reversed within 24 hours.
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MUMicron TechnologyCompany confirmed
Wednesday, Sep 30 · After close · FQ4 FY2026, a 14-week quarter ended Sep 3
$1080.53+278.6% YTD-13.9% from 52w high
Consensus: EPS $31.30 to $31.48 non-GAAP (est.) · Revenue $50.6B to $51.1B (est.) (Benzinga Pro 2026-09-22 and S&P Global via stockanalysis.com 2026-09-25)
FQ4 is largely pre-announced by Micron's own guidance of $50.0B plus or minus $1.0B. The real variable is the Strategic Customer Agreements: Micron has capped its own realised price on roughly 40% of revenue at calendar-Q2 market levels in exchange for floors. Spot memory going higher from here converts into less upside as that ceiling binds. The CFO already flagged 'a meaningful moderation in the rate of price increases.'
Revenue of $41.46B in one quarter exceeded all of fiscal 2025 at $37.38B, at an 84.6% gross margin. The stock rose 15.74% the next session and set its 52-week high that same day, and has not reclaimed it since.
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ACNAccenture plcCompany confirmed
Thursday, Oct 1 · Before open · FQ4 + FY2026, ended Aug 31
$177.41-33.9% YTD-39.0% from 52w high
Consensus: EPS $3.18 (est.) · Revenue $18.04B (est.) (TipRanks and Zacks, 2026-09-25)
Accenture stopped disclosing a GenAI bookings figure after Q1 FY2026, so there is no current number to compare and anyone quoting $2.2B is two quarters stale. What actually matters is first-time FY2027 guidance and its organic component: management has said inorganic growth will be slightly below 2%, so a headline 2-5% guide implies roughly 0-3% organic. Consulting grew 1% against managed services at 5%, and that four-point spread is the strongest evidence in the company's own release for AI deflating consulting pricing.
Beat on EPS, missed slightly on revenue, and fell 17.97% the next session, gapping down and never filling it.
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NKENIKE, Inc.Company confirmed
Thursday, Oct 1 · After close · FQ1 FY2027, ended Aug 31
$35.99-43.5% YTD-53.2% from 52w high
Consensus: EPS $0.44 (est.) · Revenue $11.41B (est.) (Zacks, 2026-09-24. Nike gave no Q1 EPS guidance at all, so the EPS figure is entirely a Street construct.)
Consensus revenue sits at or above the top of Nike's own guided range of down low-to-mid single digits. The real issue is the gross-margin inflection management deliberately pulled forward into Q1 while trading revenue away for it, so a revenue miss is partly by design. Two things are widely missed: a new CFO took over on August 17 and this is his first call, and the Win Now programme is being retired at an Investor Day in November. A new CFO six weeks before a strategy reset has both the incentive and the cover to guide conservatively.
Last quarter's $0.72 EPS included a $0.52 tariff-recovery benefit, so adjusted was $0.20, and the 49.2% gross margin was 40.2% excluding that benefit. The stock rose 4.90% the next session. It goes into this print about 1.8% off its 52-week low.
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