Earnings Report · After-Hours Watch · mangostracker.ai

Last night's earnings

Monday, September 28, 2026 — the Triple Check on that evening's after-hours reports.

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Jefferies tops estimates but slides on trading/asset-management softness; Vail Resorts posts modest beat with soft pass sales — A quiet Monday night for earnings: Wall Street bellwether Jefferies beat on both lines but fell after-hours on Fixed Income and Asset Management weakness, while Vail Resorts narrowly beat its seasonally loss-making Q4 but flagged soft season-pass demand heading into FY27.

Reports covered

2 companies reviewed.

JEF

Beat

EPS vs. Consensus

$1.08 actual vs ~$0.99-1.00 consensus (+8-9%)

Revenue vs. Consensus

$2.22B actual vs $2.20B consensus (+1.1%)

Forward Guidance

No formal numeric guidance cut; CEO Rich Handler and President Brian Friedman expressed optimism about H2 2026 momentum and backlog heading into 2027, including the upcoming SMBC/SMBC Nikko Japan equities joint venture launching January 2027

Price Reaction

-3.1% after hours, trading down to roughly $45.76

Record quarterly Investment Banking and Equities revenue drove the headline beat, but Fixed Income and especially Asset Management (-54% QoQ) revenue weakness overshadowed the print and drove shares lower despite management's upbeat forward commentary -- a case where segment mix mattered more than the headline numbers.

MTN

Beat

EPS vs. Consensus

-$5.34 actual vs -$5.35 consensus (beat by $0.01, seasonally loss-making fiscal Q4)

Revenue vs. Consensus

$278.1M actual vs roughly $269.3M consensus (+2.6% YoY, beat by $8.8M)

Forward Guidance

FY2027 guidance calls for net income of $158-233M and Resort Reported EBITDA of $805-865M, up from FY2026's $745.7M, including roughly $25M of incremental efficiencies -- effectively guiding for a rebound off a weak year

Price Reaction

+1.49%

Narrow beat on both lines and growth guidance off a depressed base earned a positive but muted reaction; the market is watching a real yellow flag -- early season pass units down about 12% YoY through September 18 -- which tempers enthusiasm about the FY27 recovery story.

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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