After‑hours trading saw notable moves: Ford shares jumped 6% after beating Q2 adjusted earnings and raising its 2026 outlook, though automotive revenue fell short of analyst expectations. CoStar dropped 12% as Q2 revenue missed forecasts and the company lowered its current‑quarter revenue guidance to $935‑$945 million, below the $967.5 million consensus. Rocky Brands surged 16% after its Q2 adjusted EPS more than tripled year‑over‑year, driven by double‑digit brand growth and tariff refunds. Mondelez rose 1% with Q2 profit of 73 cents per share on $9.36 billion revenue, topping the expected 68 cents and $9.20 billion; adjusted gross margin of 34% also exceeded the 32.8% estimate. Varonis Systems slipped 8% after disappointing Q3 guidance, projecting adjusted earnings of 2‑3 cents per share versus the 2 cent consensus and revenue of $185‑$188 million against the $186.1 million forecast. PPG Industries fell 4% after missing Q2 EPS and adjusted EBITDA estimates, though it kept its full‑year EPS guidance unchanged. KLA Corp slid 9% after issuing weak guidance, forecasting Q1 adjusted EPS of $1.16 ± $0.10 versus the $1.14 estimate and revenue around $4 billion ± $200 million compared with the $3.92 billion projection. Seagate Technology gained 8% after announcing Q1 adjusted EPS of roughly $7.30, well above the $5.80 expectation, and revenue of about $4.1 billion versus the $3.75 billion forecast; Western Digital shares rose 4% in sympathy. Manhattan Associates climbed 7% after Q2 earnings and revenue beat estimates and lifted its full‑year profit and revenue outlook. Visa lost nearly 2% after its 2026 fiscal‑year guidance underwhelmed investors, reaffirming mid‑teens adjusted EPS growth in line with the 14.7% FactSet consensus; earlier the company announced a cut of about 2,600 jobs, roughly 7% of its workforce. Teradyne jumped 14% after Q2 adjusted earnings and revenue, plus Q3 profit and sales forecasts, all topped Street estimates per FactSet. NXP Semiconductors declined 5% as Q2 non‑GAAP gross margin matched the Street at 58.0%; the firm expects Q3 adjusted EPS of $3.89‑$4.32, compared with the $3.98 LSEG estimate. Skyworks Solutions fell 10% after Q3 adjusted margin came in at 44.9%, just shy of the 45.0% anticipated, and projected Q4 adjusted EPS of $1.27 versus the $1.28 consensus. — CNBC’s Darla Mercado and Scott Schnipper contributed reporting.
