Weekend Earnings Recap:
Perfect Beat Rate on Friday

Friday's earnings season wrapped with a 100% beat rate as UI and BJ both topped estimates. Next week brings 151 reports including BBY and ADSK.

Money365.Market AI
3 min read
All Daily Briefs
Earnings Daily Brief
Saturday, August 22, 2026
0reporting todayQuiet Day
Yesterday
4 reports
Week Ahead
151 reports
Beat Rate
100%
Top Surprise
UI +13.9%

Yesterday's Results

SymbolAct / EstSurpriseMove
UIUbiquiti Inc$4.73$4.15+13.9%-2.6%
BJBJ's Wholesale Club Holdings Inc$1.36$1.20+13.8%+5.6%

Also reported without consensus coverage: OWLS, ZKH.

Sector Breakdown

Yesterday's reporters by GICS sector2 total
Consumer Staples
1 (100% beat)
Information Technology
1 (100% beat)
BeatMissIn-line

Today's Earnings Highlights

No companies report earnings today as earnings season enters its weekend pause. The calendar clears completely on Saturday before next week's lineup of 151 scheduled reporters takes center stage.

Friday's session closed with a clean sweep as both companies reporting beat their estimates, delivering a rare 100% success rate to end the week. The focus now shifts to a packed slate beginning Thursday with major names across retail and technology sectors.

Yesterday's Results

UI posted the day's biggest upside surprise at 13.9%, delivering $4.73 per share against the $4.15 estimate. Despite the solid beat, shares fell 2.6% in the post-earnings session as traders weighed the results against forward guidance.

BJ matched the surprise momentum with earnings of $1.36 versus the $1.20 consensus, a 13.8% beat that sent shares up 5.6% in Friday's biggest post-earnings move. The warehouse club operator's performance stood out as the only gainer among the day's featured reporters.

Two additional companies reported without consensus coverage: OWLS and ZKH.

Beat & Miss Scoreboard

Friday delivered a perfect 100% beat rate with zero misses across the four companies that reported. Both Consumer Staples and Information Technology sectors went 1-for-1, each posting 100% beat rates in their single representative.

The 13.9% surprise from UI marked the session's widest upside margin, narrowly edging BJ's 13.8% beat. No companies missed estimates, leaving the disappointment column empty for the day.

Week Ahead Watch

151 companies are scheduled to report over the next seven days, with the bulk of activity concentrated on Thursday, August 27. Retail takes the spotlight as BBY reports before the bell, giving traders a fresh read on consumer electronics demand heading into the back-to-school season.

Technology and fintech join the Thursday slate with ADSK and AFRM both reporting after the close. Chinese e-commerce and entertainment platforms BILI and BZUN report before the market opens, while BLPG and UTSI round out the week on Friday.

The heaviest reporting day of the week will test whether the momentum from Friday's perfect beat rate can extend into the final days of August.

What to Watch

Traders return Monday to a quiet start before Thursday's packed calendar delivers critical data points across retail, software, and international growth names. BBY's results will offer insight into consumer spending patterns, while ADSK provides a window into enterprise software demand amid ongoing economic uncertainty.

The 100% beat rate from Friday sets a high bar, but the small sample size means next week's 151 reporters will provide a more comprehensive picture of corporate health heading into September. Focus remains on guidance commentary as companies navigate the late-summer earnings window.

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