What companies guided, and what happened next
Guidance from 8-K earnings releases, matched to what was reported, with the filings to check.
110worse-side misses never acknowledged5acknowledgements, all Target1,316statements across 15 companies
1,316 statements, 735 resolved, 223 met, 512 missed, 507 never acknowledged
15 companies
Bar: misses split into better and worse than guided- ADBEtechnologyAdobe Inc.8 statements, 0 missed, 0 worse, 0 acknowledged
- AMDtechnologyAdvanced Micro Devices, Inc.96 statements, 19 missed, 8 worse, 0 acknowledged
- AMZNconsumer discretionaryAmazon.com, Inc.30 statements, 18 missed, 0 worse, 0 acknowledged
- AVGOtechnologyBroadcom Inc.34 statements, 27 missed, 1 worse, 0 acknowledged
- HONindustrialsHoneywell International Inc.72 statements, 10 missed, 2 worse, 0 acknowledged
- LOWconsumer discretionaryLowe's Companies, Inc.110 statements, 4 missed, 0 worse, 0 acknowledged
- METAcommunication servicesMeta Platforms, Inc.84 statements, 28 missed, 9 worse, 0 acknowledged
- MSFTtechnologyMicrosoft Corporation5 statements, 0 missed, 0 worse, 0 acknowledged
- NVDAtechnologyNVIDIA Corporation212 statements, 94 missed, 32 worse, 0 acknowledged
- QCOMtechnologyQUALCOMM Incorporated85 statements, 28 missed, 3 worse, 0 acknowledged
- CRMtechnologySalesforce, Inc.316 statements, 170 missed, 31 worse, 0 acknowledged
- TGTconsumer staplesTarget Corporation87 statements, 43 missed, 12 worse, 5 acknowledged
- HDconsumer discretionaryThe Home Depot, Inc.76 statements, 15 missed, 7 worse, 0 acknowledged
- UNHhealth careUnitedHealth Group Incorporated70 statements, 43 missed, 2 worse, 0 acknowledged
- WMTconsumer staplesWalmart Inc.31 statements, 13 missed, 3 worse, 0 acknowledged
How to read a row
A row is one number a company guided, matched to what it reported. Here is a real one.
Target Corporation, EPS GAAP, Q4 FY2023
missed better than guided, acknowledged 5 Mar 2024
Guided $1.9 to $2.6 per share on 15 Nov 2023; reported $2.98 per share 111 days later; above the range by 14.6%, better than guided.
1. The guidance
For the fourth quarter, the Company expects comparable sales in a wide range around a mid-single digit decline, and GAAP and Adjusted EPS of $1.90 to $2.60.
8-K 0000027419-23-000048, filed 2023-11-15 View on EDGAR
2. The outcome
The Company reported fourth-quarter GAAP and Adjusted earnings per share (EPS) of $2.98, compared with $1.89 in 2022.
8-K 0000027419-24-000008, filed 2024-03-05 View on EDGAR
3. The acknowledgement
GAAP and Adjusted EPS1 of $2.98 was 57.6 percent higher than last year, and well-above the high end of the expected range of $1.90 to $2.60.
8-K 0000027419-24-000008, filed 2024-03-05 View on EDGAR
- met: the reported figure landed inside the guided range.
- missed: it landed outside. A beat counts as a miss, so direction says whether the miss was better or worse than guided.
- unresolved: no filing has reported the figure yet.
- acknowledged: a later filing refers to the guided figure after the outcome. The test is strict, so it is rare.
The methodology has the full rules.
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