After‑Hours Earnings Highlights

Ford Motor Co. posted Q2 adjusted earnings per share (EPS) of $0.42, beating the analyst consensus of $0.35. Revenue reached $48.3 billion, exceeding the projected $47.51 billion, despite a 4% year‑over‑year decline in top‑line growth. The stronger results lifted the stock 7% in after‑hours trading.

Bloom Energy Corp. reported a Q2 EPS of $0.78, far above the expected $0.40, and revenue of $1.06 billion, surpassing the consensus estimate of $815.6 million. The company’s shares surged 13.5% and it raised its full‑year 2026 revenue guidance to a range of $3.9 billion to $4.2 billion, with EPS guidance of $2.55 to $2.85.

Seagate Technology delivered a fiscal Q4 adjusted EPS of $5.71 on revenue of $3.63 billion, beating expectations. Management issued an aggressive Q1 fiscal 2027 outlook, projecting EPS of $7.30 ± $0.20 and revenue of $4.1 billion, well above Wall Street forecasts. In response, Seagate’s stock jumped 9%, while peer Western Digital Corp. rose 5%, reflecting continued demand for cloud data‑center storage.

KLA Corporation posted a Q4 EPS of $1.05 on revenue of $3.66 billion. Despite the beat, the stock fell 7% after the company provided Q1 guidance that was in line with expectations: EPS projected between $1.06 and $1.26 and revenue between $3.8 billion and $4.2 billion. The market reaction indicated that investors were seeking more upside.

Skyworks Solutions saw its share price decline 5% after issuing Q4 EPS guidance of $1.27, slightly below the analyst consensus of $1.29. The company had previously posted a modest Q3 EPS of $1.08 on revenue of $935 million.

NXP Semiconductors’ stock slipped 6.6% following a soft outlook for automotive and industrial end‑markets, even though it posted a solid Q2 EPS of $3.61 on revenue of $3.5 billion.

CoStar Group experienced an 11% drop after issuing a weaker forward outlook. Q2 EPS of $0.32 beat expectations, but revenue of $925 million fell short of consensus. The company forecast Q3 revenue of $935 million to $945 million, below the expected $967.5 million, and cut its full‑year sales target due to slower residential real‑estate monetization.

Enphase Energy’s shares fell 2% after reporting Q2 EPS of $0.46, missing consensus by $0.01. Revenue was $291.6 million, marginally ahead of targets, but Q3 revenue guidance of $290 million to $320 million (midpoint below the consensus of $305 million) signaled continued pressure from high‑interest‑rate environments in the residential solar market.

Overall, the after‑hours session was marked by strong earnings beats for Ford, Bloom Energy, and Seagate, which drove notable share price gains, while guidance shortfalls and modest beats led to declines for KLA, Skyworks, NXP, CoStar, and Enphase.