Zero SEC Earnings Filings Filed Aug 3 as AMD, SanDisk, Eli Lilly Earnings Loom; GE Vernova Misses Estimates

Not a single 8-K Item 2.02 (earnings announcement) filing was submitted to the SEC on August 3.

Today's SEC Earnings Filings

No earnings-related 8-K filings were submitted directly to the SEC on this day. However, according to the earnings calendar, Marriott International (MAR), Lowe's (L), Tyson Foods (TSN), EchoStar (ECHO), Williams Companies (WMB), Mitsubishi UFJ Financial Group (MUFG), MercadoLibre (MELI), and ON Semiconductor (ON) are all scheduled to report earnings, so related 8-K filings are likely to be submitted sequentially around market close.

Earnings Surprises and Guidance

According to Foreign Policy Journal, GE Vernova (GEV) reported that second-quarter revenue rose 22% year-over-year and its backlog reached $176 billion, but earnings still fell short of market expectations.

Yahoo Finance reported that Meta Platforms (META) posted a revenue surprise, drawing attention to whether the stock has further room to climb. Specific revenue and profit figures require confirmation through the official earnings filing.

According to Yahoo Finance, SoundHound AI (SOUN) and NuScale Power (SMR) are set to report earnings on August 5, and the market is watching for potential increased volatility in both stocks.

Investor's Business Daily reported that AMD (AMD), SanDisk (SNDK), Eli Lilly (LLY), and SpaceX are among the companies scheduled to report earnings this week. Dow Jones futures rose as President Trump's shifting stance on Iran coincided with falling oil prices.

Korean Corporate Earnings

Analysts note that a string of earnings surprises continues as South Korea's second-quarter earnings season unfolds. Newsis pointed out that despite optimism over strong results from AI-related stocks, lingering caution over a potential yen carry trade unwind could increase KOSPI volatility. Supl.kr reported that a relay of second-quarter earnings surprises is boosting hopes for a KOSPI recovery.

InteliView Deep Dive

• Zero SEC Earnings Filings on Aug 2 — Tim Cook's Final Earnings Call and This Week's Big Tech Earnings Battle Preview — With the SEC earnings filing gap entering its second consecutive day, a preview of this week's Big Tech earnings
• AbbVie Beats Estimates With $17 Billion Q2 Revenue, Cuts Annual Profit Outlook on Apogee Acquisition Impact — Revenue surprised to the upside, but annual guidance was lowered due to the acquisition
• Chevron Posts $12.1 Billion Q2 Net Income, Up 385% Year-Over-Year — An example of an earnings surprise in the energy sector
• Eaton Posts Record Q2 Revenue of $8.5 Billion, Adjusted EPS of $3.15 Beats Estimates — A solid earnings trend in the industrials sector
• Moderna Posts $145 Million Q2 Revenue, Net Loss Narrows 5% as Annual Outlook Improves — A case where narrowing losses coincided with improved guidance