LAC
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 13, 2026 BMO | 2Q2026 | −$0.04 | −$0.02 | +$0.02 beat | — | +5.2% +4.5 vs SPY | +3.1% | -8.0% |
| May 14, 2026 BMO | 1Q2026 | −$0.04 | −$0.03 | +$0.02 beat | — | -6.2% -7.0 vs SPY | -2.4% | -13.1% |
| Mar 19, 2026 BMO | 4Q2025 | −$0.06 | −$0.25 | −$0.20 miss | — | -6.3% -6.1 vs SPY | -4.7% | -5.4% |
| Nov 13, 2025 BMO | 3Q2025 | −$0.05 | −$0.03 | +$0.02 beat | — | -5.5% -3.9 vs SPY | -0.2% | +5.1% |
| Aug 14, 2025 BMO | −$0.05 | −$0.06 | −$0.01 miss | — | -3.0% -3.1 vs SPY | -4.1% | -7.5% | |
| May 15, 2025 BMO | −$0.04 | −$0.02 | +$0.02 beat | — | +2.6% +2.1 vs SPY | -1.3% | -11.0% | |
| Mar 28, 2025 BMO | −$0.03 | −$0.04 | −$0.01 miss | — | -5.9% -3.9 vs SPY | -1.7% | -5.9% | |
| Aug 14, 2024 AMC | −$0.04 | −$0.01 | +$0.03 beat | — | +8.1% +6.4 vs SPY | +1.8% | +26.7% | |
| May 13, 2024 BMO | −$0.04 | −$0.02 | +$0.02 beat | — | +0.9% +0.9 vs SPY | +1.6% | +2.5% |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Cash flow & capex
Past four quarters: operating cash −$35.7M, capex $1.0B, free cash flow −$1.1B.
| Quarter ended | Operating cash | Capex | Free cash flow | Capex / cash | Capex vs yr ago | Filed |
|---|---|---|---|---|---|---|
| Jun 30, 2026 Q2 | −$5.6M | $332.2M | −$337.8M | — | +41% | 10-Q Aug 13 |
| Mar 31, 2026 Q1 | −$18.3M | $299.3M | −$317.6M | — | +154% | 10-Q May 14 |
| Dec 31, 2025 Q4 | −$14.2M | $239.4M | −$253.5M | — | +263% | 10-K Mar 19 |
| Sep 30, 2025 Q3 | $2.3M | $172.2M | −$169.9M | 7443% | +396% | 10-Q Nov 13 |
| Jun 30, 2025 Q2 | −$30.5M | $235.6M | −$266.1M | — | +661% | 10-Q Aug 14 |
| Mar 31, 2025 Q1 | −$18.8M | $117.9M | −$136.8M | — | +156% | 10-Q May 15 |
| Dec 31, 2024 Q4 | −$8.3M | $66.0M | −$74.2M | — | 10-K Mar 28 | |
| Sep 30, 2024 Q3 | $84,000 | $34.7M | −$34.6M | 41302% | 10-Q Nov 13 |
From the company's SEC filings (XBRL), each quarter as first reported; 10-Q cash-flow statements are year-to-date, so a quarter is the difference from the one before. How the big AI spenders compare
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | −$0.03 (2) | −$0.04 – −$0.02 | +12% | -50.0% | — | — | 0% |
| Next quarter · Dec 31, 2026 | −$0.07 (3) | −$0.09 – −$0.04 | -115% | -4.2% | ▲1 ▼0 | — | 0% |
| Current year · Dec 31, 2026 | −$0.07 (2) | −$0.11 – −$0.02 | +80% | -54.7% | ▲2 ▼0 | — | 0% |
| Next year · Dec 31, 2027 | −$0.15 (4) | −$0.23 – −$0.04 | -124% | -20.5% | ▲0 ▼1 | — | 0% |
Consensus as of Oct 24, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.