Global Corporate Quarterly Earnings: Micron and AeroVironment Surge While Raizen Burns Cash

실적/어닝스 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 sources

Micron revenue soared 346% on the memory boom, AeroVironment jumped 19% on drone demand, and Maersk raised guidance on tariff-driven demand.

Analysis

[Micron Technology] posted Q3 revenue growth of 346% and a 5-year return outpacing Nvidia ^[3][6][7]

• Quarterly revenue reached $41.5 billion
• Margins expanded to 85% on surging memory prices
• Stock up approximately 1
• 300% over the past 5 years
• Memory and storage supply shortages drove strong results

[AeroVironment] surged 19% after-hours on Q4 earnings beat with backlog exceeding $1.2 billion ^[8]

• EPS of $1.84 beat market expectations of $1.46
• Revenue of $642 million more than doubled year-over-year
• Funded backlog of $1.2 billion
• up 65% year-over-year
• FY2027 revenue guidance set at $2.13–2.23 billion

[Maersk] raised annual profit guidance on surging demand from U.S. tariffs ^[2]

• U.S. companies stockpiling inventory to avoid tariffs
• Shipping volumes rising ahead of new tariff implementation

[AbbVie] announced phase 3 success for Epkinly as second-line therapy for large B-cell lymphoma ^[5]

• Trial of Epkinly in combination with Revlimid
• Targeted patients who failed at least one prior therapy
• Improved progression-free survival versus existing treatments

[Concentrix] set FY2026 adjusted FCF target of $630–650 million ^[4]

• Targeting iX Suite ARR to exceed $120 million
• Q2 contract wins up 400% year-over-year
• Acceleration in technology solutions segment

[Raizen] burned 3.4 billion reais in Q1 with impairments doubling ^[1]

• Q1 2026 cash burn of $657 million
• Crop year impairments approximately doubled
• Debt restructuring plan underway

Sources

• [1] Raizen Burns More Cash, Sets Steeper Charge Amid Restructure - Bloomberg Markets
• [2] Maersk raises profit guidance as new US tariffs fuel demand - Financial Times
• [3] Q3 Results Proved That the Stars Are Aligned for Micron Stock - Yahoo Finance
• [4] Concentrix targets $630M-$650M FY2026 adjusted free cash flow while aiming to surpass $120M iX Suite ARR - Seeking Alpha Market News
• [5] AbbVie touts phase 3 results for Epkinly in 2L large B-cell lymphoma - Seeking Alpha Market News
• [6] Micron Delivers What Might Be the Best Quarterly Performance of any Business in 2026 - The Motley Fool
• [7] Has Micron Technology Become the New Nvidia? - The Motley Fool
• [8] AeroVironment soars 19% on earnings beat, backlog grows to $1.2 billion - CNBC World Markets