Sirius XM Holdings Inc. (SIRI)

Sirius XM Holdings topped revenue consensus but EPS trailed expectations in the second fiscal quarter of 2026, reported on July 30, as revenue of $2.160 billion topped the $2.138 billion estimate, +1.0%, while EPS of $0.70 trailed the $0.78 estimate, -10%. Revenue rose 1.0% to about $2.2 billion from $2.138 billion a year ago, with gross margin near 50% and operating margin around 22% as operating income came in at about $472 million; EPS of $0.70 was up 22.8% from $0.57 a year ago, and net income increased 16.6% to about $239 million from $205.0 million. Operating cash flow was about $722 million, the company repurchased about $6 million of stock, and it paid about $91 million in dividends. Consensus for the next period calls for EPS of $0.77 on revenue of $2.155 billion.