Actualités et analyses

Les résultats expliqués le jour de leur publication, et la chronique de la semaine chaque dimanche. Chaque chiffre provient des rapports de la SEC.

Un Boeing 787-9 d'United Airlines vu de dos roulant sur le tarmac d'un aéroport, avec un autre avion United à une porte sur la droite

Résultats trimestriels United Airlines · UAL

Le chiffre d'affaires d'United Airlines a progressé au troisième trimestre, mais la hausse du carburant a réduit sa marge

Le chiffre d'affaires a augmenté de 17,4 %, à 17,9 milliards de dollars, et le résultat net de 8,4 %, à 1,0 milliard. La marge opérationnelle est tombée à 8,1 % et le flux de trésorerie d'exploitation à 465 millions.

Chiffre d'affaires: $17.9B ↑17.4%
Marge opérationnelle: 8.1% ↓1.1 pts
Résultat net: $1.0B ↑8.4%

23 octobre 2026

Résultats annuels

Accenture raised buybacks 63% and paid out 99% of its free cash flow

Revenue grew 6.5% to $74.2 billion and operating margin rose to 15.4%. Accenture spent $11.5 billion on buybacks and dividends, 99% of its free cash flow, and ended the year with $10.1 billion of debt.

ACN Revenue $74.2B ↑6.5% 3 min · 23 oct.

Résultats trimestriels

Meta revenue rose 26% to $64.6 billion, but a legal charge cut operating income 37%

Revenue rose 26.1% to $64.6 billion, while operating income fell 36.8% to $13.0 billion after a $9.89 billion legal charge. Capital spending of $33.9 billion left free cash flow negative.

META Revenue $64.6B ↑26.1% 2 min · 22 oct.

Résultats trimestriels

Le chiffre d'affaires de Tesla stagne au troisième trimestre et son résultat opérationnel chute de plus de moitié

Le chiffre d'affaires s'est établi à 28,0 milliards de dollars, en baisse de 0,2 % sur un an. Le résultat opérationnel a reculé de 55,8 %, à 718 millions, avec une hausse de 69,4 % des dépenses de recherche, et les investissements ont plus que doublé, à 4,7 milliards.

TSLA Chiffre d'affaires $28.0B 0.2% 2 min · 22 oct.

Résultats trimestriels

Le chiffre d'affaires de Netflix a progressé de 11,9 % au T3, à 12,9 milliards de dollars, et la marge opérationnelle s'est élargie

Le chiffre d'affaires a augmenté de 11,9 %, à 12,9 milliards de dollars, et la marge opérationnelle a atteint 34,6 %, contre 28,2 % un an plus tôt. Les rachats d'actions sont montés à 4,8 milliards.

NFLX Chiffre d'affaires $12.9B ↑11.9% 2 min · 21 oct.

Résultats trimestriels

General Motors net income rose to $3.3 billion in the third quarter as warranty costs fell

Revenue grew 2.9% to $50.0 billion and net income reached $3.3 billion, up from $1.3 billion a year earlier. The company said lower warranty costs helped, and it bought back $2.5 billion of stock.

GM Revenue $50.0B ↑2.9% 2 min · 20 oct.

À la une

Netflix cut 1,000 jobs and its content chief in a week. Tonight it has to explain why

Netflix reports after the close on Tuesday, after a week of layoffs and a content shake-up. Here is the bar it set itself and what its 10-Q says about the cuts.

6 min · 20 oct.

La semaine en bref

A 15% bond yield, a hot inflation report and the Nasdaq's worst week since June: AI's debt bill arrives

A viral chart of CoreWeave's bonds and a hotter-than-expected inflation report sent the Nasdaq to its worst week since June. Here is why AI's most indebted companies sold off first, and what the filings show.

8 min · 18 oct.

Résultats annuels

Micron's revenue rose 256% to $133.2 billion as memory prices climbed

Revenue rose 256.3% to $133.2 billion as memory prices climbed, and operating margin reached 74.6%. Free cash flow was $59.0 billion, up from $1.7 billion.

MU Revenue $133.2B ↑256.3% 3 min · 16 oct.

La semaine en bref

Tesla's Roadster flew for a few seconds. Its latest filing shows where the money is going

Tesla unveiled a Roadster that hopped, flipped and landed using rocket-company thrusters. We read the latest 10-Q to see what the show sits on top of.

7 min · 16 oct.

Résultats annuels

Tesla's revenue fell in 2025 as car sales dropped and energy storage grew

Revenue fell 2.9% to $94.8 billion and operating margin dropped to 4.6%. Net income fell 46.5%, while free cash flow rose 73.7% as capital spending fell.

TSLA Revenue $94.8B ↓2.9% 3 min · 16 oct.

Résultats trimestriels

Marsh McLennan's revenue rose 8% to $6.9 billion as a legal settlement cut its margin

Revenue rose 8.1% to $6.9 billion and diluted EPS rose 11.9% to $1.69. A $144 million charge for the Greensill settlement cut the operating margin to 17.7%.

MRSH Revenue $6.9B ↑8.1% 2 min · 16 oct.

Résultats trimestriels

Domino's net income rose 9.2% in the third quarter as U.S. same store sales grew 0.3%

Revenue grew 3.4% to $1.19 billion, mostly from supply chain sales and royalties from new stores. Net income rose 9.2% to $152 million, while U.S. same store sales grew 0.3%.

DPZ Revenue $1.19B ↑3.4% 2 min · 14 oct.

Résultats trimestriels

Delta's revenue rose 21% to $20.2 billion as net income fell 47% on fuel and investments

Revenue rose 21.1% to $20.2 billion on higher fares and refinery sales. Fuel costs rose $1.8 billion and investments swung to a loss, so net income fell 46.6% to $756 million.

DAL Revenue $20.2B ↑21.1% 3 min · 13 oct.

La semaine en bref

Mortgage rates hit 7.40%, a short seller hit Lennar, and Berkshire bought $192.6 million more

As mortgage rates reached 7.40%, Hunterbrook said Lennar sold hundreds of homes to its spinoff Millrose, and Berkshire disclosed $192.6 million more of Lennar stock.

7 min · 11 oct.

Résultats annuels

Costco's net income rose 13.9% to $9.2 billion as revenue grew 10.1%

Revenue grew 10.1% to $303.2 billion and net income rose 13.9% to $9.2 billion. Free cash flow reached $9.4 billion, and cash net of debt rose to $15.1 billion.

COST Revenue $303.2B ↑10.1% 3 min · 9 oct.

La semaine en bref

A $2 trillion price tag, a model too risky to ship and insiders cashing out: is AI a bubble?

Anthropic's leaked prospectus, OpenAI's shelved model and Cerebras' slide below its IPO price made the case for and against an AI bubble in a single week. The filings show where the money is going.

8 min · 6 oct.

Résultats annuels

Nvidia revenue rises 65.5% to $215.9 billion as gross margin slips to 71.1%

Revenue grew 65.5% to $215.9 billion, led by Data Center sales of $193.7 billion. Gross margin fell 3.9 points to 71.1%, partly because of a $4.5 billion charge on H20 chips for China.

NVDA Revenue $215.9B ↑65.5% 3 min · 5 oct.

Résultats annuels

Record profit at Microsoft, as data-center spending cuts free cash flow

Revenue grew 17.8% to $331.8 billion and operating margin hit 46.8%. Capital spending rose 80% to $115.9 billion, so free cash flow fell for a second year.

MSFT Revenue $331.8B ↑17.8% 3 min · 26 sept.