Latest Earnings Analysis

• FEMSA (FMX) Q2 2026: OXXO Mexico Traffic Turns Positive, VARA Adds 112 Stores as Portfolio Diversifies
  July 28, 2026 · FMX
• Invesco (IVZ) Q2 2026: Net Inflows Hit $45B as Operating Margin Expands to 37.5%
  July 28, 2026 · IVZ
• Boeing (BA) Q2 2026: 47/Month 737 Output Unlocks Backlog, Margin Path Hinges on Delivery Cadence
  July 28, 2026 · BA
• American Tower (AMT) Q2 2026: CoreSite Leasing Surges, Driving 15% Data Center Revenue Outlook
  July 28, 2026 · AMT
• CDP Q2 2026: Redstone Gateway Development Rises $91M as Defense Demand Surges
  July 28, 2026 · CDP
• HF Sinclair (DINO) Q2 2026: Lubricants Spin Targets $300M–$350M EBITDA, Reshaping Portfolio for Capital-Light Growth
  July 28, 2026 · DINO
• Nucor (NUE) Q2 2026: Steel Mill Earnings Jump 35% as Backlogs and Mega-Project Demand Drive Upside
  July 28, 2026 · NUE
• CBU Q2 2026: Net Interest Income Climbs for 9th Straight Quarter as Diversification Softens Insurance Drag
  July 28, 2026 · CBU
• Bricksmore (BRX) Q2 2026: Signed Pipeline Hits $71M, Locking in Multi-Year NOI Growth
  July 28, 2026 · BRX
• Vivo (VIV) Q2 2026: Fiber Accesses Up 11%, Recurring Revenue Hits 85% of Services
  July 28, 2026 · VIV
• Welltower (WELL) Q2 2026: Senior Housing Drives 25% FFO Surge as Portfolio Rotation Pays Off
  July 28, 2026 · WELL
• UPS (UPS) Q2 2026: Amazon Revenue Share Falls to 9% as Network Rebuild Drives Margin Upside
  July 28, 2026 · UPS
• Universal Health Services (UHS) Q2 2026: $320M Buybacks Signal Capital Deployment Shift Amid Volume Guidance Trim
  July 28, 2026 · UHS
• TIMB Q2 2026: Platform Revenue Doubles as Broadband and B2B Diversification Accelerates
  July 28, 2026 · TIMB
• Oshkosh (OSK) Q2 2026: Access Orders Surge to $1.5B, Offsetting Fire Truck Ramp Delays
  July 28, 2026 · OSK
• PCAR Q2 2026: Gross Margin Rises to 14.4% as Local-for-Local Production and Tariff Strategy Drive Upside
  July 28, 2026 · PCAR
• JetBlue (JBLU) Q2 2026: JetForward Delivers $165M EBIT Lift as Blue First, Fort Lauderdale Scale Drive 2027 Inflection
  July 28, 2026 · JBLU
• Hilton (HLT) Q2 2026: Net Unit Growth Hits 6.1% as SMB Demand and Owner Profitability Initiatives Accelerate
  July 28, 2026 · HLT
• XPLR Infrastructure (XIFR) Q2 2026: Repowering Drives 50% Portfolio Upgrade, Battery Storage JV Launches
  July 28, 2026 · XIFR
• Corning (GLW) Q2 2026: Optical Sales Jump 32% as AI and Data Center Demand Accelerates
  July 28, 2026 · GLW
• Rhythm Capital (RITM) Q2 2026: Third-Party AUM Surges 28% as Asset Management Expansion Accelerates
  July 28, 2026 · RITM
• CMS (CMS) Q2 2026: $1.7B Capital Shift to Utility Drives Nearly 100% Regulated Earnings by 2027
  July 28, 2026 · CMS
• Centene (CNC) Q2 2026: Marketplace Margin Climbs to 5% as Risk Adjustment and Cost Controls Outperform
  July 28, 2026 · CNC
• CenterPoint Energy (CNP) Q2 2026: 14 GW Batch Zero Drives 65% Peak Load Growth Visibility
  July 28, 2026 · CNP
• Ecolab (ECL) Q2 2026: Global High Tech Surges 29% as Portfolio Shifts Toward High-Margin Engines
  July 28, 2026 · ECL
• Core Scientific (CORZ) Q2 2026: $14B AMD Deal Locks In 530MW, Shifts Model to Long-Term AI Infrastructure
  July 28, 2026 · CORZ
• Alkermes (ALKS) Q2 2026: Proprietary Product Sales Jump 34% as Orexin Pipeline Expands
  July 28, 2026 · ALKS
• PayPal (PYPL) Q2 2026: Venmo and Braintree Drive 14%+ Growth as Cost Savings Unlock Investment Firepower
  July 28, 2026 · PYPL
• Universal Health Services (UHT) Q2 2026: $320M Buyback as Medicaid, Liability, and Behavioral Mix Reshape Growth Outlook
  July 28, 2026 · UHT
• Bladex (BLX) Q2 2026: Non-Interest Income Jumps 86%, Diversification Offsets Margin Pressure
  July 28, 2026 · BLX
• NBTB Q2 2026: Net Interest Margin Climbs to 3.73% as Loan Growth Broadens Franchise
  July 28, 2026 · NBTB
• Noble Corp (NE) Q2 2026: Backlog Climbs to $6.8B as Deepwater Demand Shifts East
  July 28, 2026 · NE
• Sherwin-Williams (SHW) Q2 2026: 8% Paint Price Hike Targets Margin Stability Amid Raw Cost Surge
  July 28, 2026 · SHW
• Vantage (VNTG) FY26: Fixture Count Rises 20% Despite 17% DPP Volume Drop
  July 28, 2026 · VNTG
• CurbLine Properties (CURB) Q2 2026: Acquisition Pace Doubles to $1B Target, Scaling Convenience Real Estate Platform
  July 28, 2026 · CURB
• Celestica (CLS) Q2 2026: CCS Revenue Soars 84% as AI Infrastructure Demand Drives Record Margins
  July 28, 2026 · CLS
• Carrier (CARR) Q2 2026: Data Center Orders Quadruple, Backlog Surges to $8B+
  July 28, 2026 · CARR
• Textron (TXT) Q2 2026: Aviation Margin Path Targets 200bps Upside, Industrial Sale Process Advances
  July 28, 2026 · TXT
• Barclays (BCS) Q2 2026: Investment Bank Income Tops £4B as RWA Discipline Drives 8th Straight Growth Quarter
  July 28, 2026 · BCS
• Happen (HAPN) Q2 2026: Loan Originations Surge 29% as Brand Transition and AI Drive Margin Highs
  July 28, 2026 · HAPN
• Philips (PHG) Q2 2026: Tariff Refund Lifts Margin to 16.4% as Order Book Hits Record High
  July 28, 2026 · PHG
• OPK Q2 2026: Operating Loss Narrows $53M as Diagnostics Restructuring and Pipeline Execution Take Hold
  July 28, 2026 · OPK
• Applied Digital (APLD) Q4 2026: Contracted Lease Value Doubles to $36B, Unlocking Multi-Gigawatt Expansion
  July 28, 2026 · APLD
• Sanmina (SANM) Q3 2026: Core Revenue Up 17%, AI and Cloud Demand Accelerate Next Leg
  July 28, 2026 · SANM
• Agilysys (AGYS) Q1 2027: Subscription Revenue Jumps 26%, PMS Outpaces POS for First Time
  July 28, 2026 · AGYS
• Champions Oncology (CSBR) Q4 2026: Services Revenue Climbs 12% as Data Licensing Remains Volatile
  July 28, 2026 · CSBR
• Navitas (NVTS) Q2 2026: High-Power Revenue Surges 50% as AI Infrastructure Mix Hits Inflection
  July 28, 2026 · NVTS
• Rambus (RMBS) Q2 2026: Product Revenue Jumps 22%, DDR5 and IP Drive Multi-Year Growth Setup
  July 28, 2026 · RMBS
• KFORCE (KFRC) Q2 2026: Consulting Pipeline Up 30% as High-Margin Solutions Drive Margin Expansion
  July 28, 2026 · KFRC
• Cadence (CDNS) Q2 2026: $8.1B Backlog and Agentic AI Adoption Propel 19% Growth Outlook
  July 28, 2026 · CDNS