Earnings Report · After-Hours Watch · mangostracker.ai

Last night's earnings

Thursday, October 15, 2026 — the Triple Check on that evening's after-hours reports.

Alcoa beats on EPS but misses revenue as Q3 season kicks off with J.B. Hunt and Interactive Brokers — Thursday's after-hours slate was light on watchlist names but included an early, informative look at Q3 season: Alcoa (AA) topped EPS estimates yet missed on revenue, while J.B. Hunt and Interactive Brokers both posted beats that CNBC flagged among the night's biggest after-hours movers.

Reports covered

3 companies reviewed.

In-Line / Soft Beat

EPS vs. Consensus

$1.82 adjusted actual vs ~$1.54 consensus (+18%)

Revenue vs. Consensus

$3.70B actual vs ~$3.78B consensus (-2%), down from $3.97B in Q2

Forward Guidance

Reaffirmed full-year 2026 aluminum/alumina production and shipment targets; no raise or cut this quarter

Price Reaction

Rose roughly 1-2% after hours (reports ranged +0.8% to +2.5%) after closing up 0.85% in the regular session

Alcoa beat EPS on production records at five smelters and one refinery and improved stability at the Pinjarra alumina refinery, but revenue fell short as pricing/mix offset volume gains. Guidance was merely reaffirmed rather than raised, and the South32 deal (approved by South32 shareholders same day) is a 2027 story, so the market reaction stayed muted -- a textbook soft beat.

JBHT

Beat

EPS vs. Consensus

$1.82 actual vs ~$1.81 consensus (+0.6%)

Revenue vs. Consensus

$3.68B actual vs ~$3.59B consensus (+2.5%), up 20% y/y

Forward Guidance

No new cut with this report; management had already pre-announced in mid-September that Q3 earnings would fall 5-10% sequentially on rising driver and fuel/fuel-surcharge-lag costs, and actuals landed in line with that already-lowered bar

Price Reaction

Named by CNBC among the night's biggest after-hours movers alongside Alcoa and Interactive Brokers; a precise after-hours percentage was not yet confirmed in available coverage at review time

J.B. Hunt cleared a bar lowered a month earlier by its own profit warning on drayage and fuel-surcharge-lag costs. Intermodal revenue (+20%) and volume (+8%) growth suggest underlying freight demand held up better than the cost warning implied, but the razor-thin EPS beat keeps this from being a stronger grade.

IBKR

Beat

EPS vs. Consensus

$0.69 GAAP ($0.67 adjusted) actual vs ~$0.68 consensus (+1%)

Revenue vs. Consensus

$1.91B GAAP net revenue actual vs ~$1.87-1.89B consensus (+1-2%), up 15% y/y

Forward Guidance

Company does not issue formal forward EPS/revenue guidance; quarterly dividend raised sharply from $0.0875 to $0.15/share (+71%), signaling management confidence

Price Reaction

Named by CNBC among the night's biggest after-hours movers alongside Alcoa and J.B. Hunt; a precise after-hours percentage was not yet confirmed in available coverage at review time

Interactive Brokers posted clean, modest beats on both lines consistent with steady account growth and margin-loan/net-interest trends, and nearly doubled its dividend -- a bullish signal even absent formal guidance. Solid, unspectacular beat rather than a blowout.

What this is (and isn't)

A fourth, independent lens — this one on the companies that just reported (or are about to), not the tape itself.

Every weekday evening around 7:30 PM ET, a separate job checks which notable companies (our own maintained watchlist, plus other market-moving names when relevant) reported earnings after that day's close, and runs each through a "Triple Check": actual EPS and revenue against Wall Street consensus, and — the part that drives most of the actual price reaction — forward guidance. On Fridays, a same-day recap is low-value heading into a weekend with no trading day right after, so that run instead previews which notable companies are scheduled to report the following week.

This job never places trades — it has no access to cash, holdings, or the trade ledger
Ideas here are commentary, not positions in the paper portfolio
It's fine, and common, for a quiet night (or week) to produce nothing to report

How reports are graded

The same rubric applied to every company reviewed.

Grade	Criteria	Typical reaction
Strong Beat	Beat EPS & revenue, raised guidance	Sharp gap up (+5% to +15%+)
Beat	Beat EPS & revenue, guidance unchanged	Moderate pop, can get sold off
In-Line / Soft Beat	EPS beat (often via cost-cutting), revenue missed or guidance lowered	Mixed to negative
Miss	Missed EPS or revenue, weak guidance	Sharp gap down (-5% to -20%+)

Timing

Weekday evenings run the recap above; Fridays run the week-ahead preview instead.

4:00 PM ET

The market closes. Most companies that report today do so shortly after this, in the after-hours session.

~7:30 PM ET

This job fires — enough time for the initial post-earnings price reaction and analyst commentary to develop — and this page updates.

Last night's earnings

Reports covered

What this is (and isn't)

How reports are graded

Timing

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