Article Archive

Netflix completed a $1B senior notes offering at 5.250% due 2036, with proceeds earmarked to retire its 4.375% Senior Notes due 2026.

KMI's Q2 adjusted EPS of $0.37 beat consensus by 12.1%, with record net income of $867M and Adjusted EBITDA up 12% to $2.2B year over year.

CME Group hit record first-half 2026 revenue and adjusted EPS of $2.99, beating the $2.94 consensus, as market data revenue surged 20% to $238M in Q2.

AFFO per share rose 10.8% YoY to $1.13, crushing the $0.39 estimate, as Crown Castle's Fiber exit reshapes its cash flow profile.

Tesla's Q2 revenue hit $28.2B, but a 47% surge in operating expenses crushed GAAP operating income to $398M — the real story behind the profit miss.

Google Cloud revenue jumped 82% to $24.8B and operating margin hit 34%, but $44.9B in capex pushed free cash flow to -$5.86B this quarter.

Wabtec beat Q2 adjusted EPS by 5.9% and lifted full-year revenue guidance by $110M at the midpoint, with its multi-year backlog surging 41.7% to $30.93B.

AT&T's Q2 adjusted EPS of $0.65 topped the $0.59 consensus, with 646,000 internet net adds and a record fiber and fixed wireless quarter driving results.

Capital One earned $4.73 GAAP EPS in Q2 2026, up from $3.34 in Q1, with total net revenue rising 4% to $15.9B and loans topping $457B.

TEL beat Q3 adjusted EPS by $0.07 and grew revenue 14% to a record $5.16B, while announcing a $1.4B acquisition to expand its industrial power portfolio.

PHM earned $2.48 per share, topping the $2.39 consensus, but home sale revenues fell 11% YoY to $3.8B as closings dropped 8% and margins compressed.

NTRS posted Q2 net income of $792.2M, up 88% YoY, lifted by a $525.4M Visa gain and a 10% dividend hike approved by the board.

AMC hit record Q2 revenue of $1.6B and adjusted EBITDA of $321.4M, up 69.6% YoY, as two analysts raised their price targets on the cinema chain.

Supermicro's Q4 preliminary update shows gross margins of 15%-17%, nearly double prior guidance of 8.2%-8.4%, with $60B in new orders received.

Schwab's adjusted EPS of $1.62 beat the $1.58 consensus, with record daily trades of 11.9M and net new assets up 49% year-over-year.

Adjusted EPS of $0.55 edged past the $0.54 consensus, but Middle East revenue fell 2% sequentially as geopolitical conflict weighed on Kuwait, Iraq, and Qatar operations.

Adjusted EPS of $2.15 beat the $2.10 consensus, but GAAP net income dropped to $228M as restructuring charges weigh on GPC's bottom line.

DHR adjusted EPS of $1.94 beat the $1.85 estimate by 4.7%, but bioprocessing timing and a -10.99% share move signal investor caution despite raised full-year guidance.

DHI beat the $3.07 EPS estimate with $3.20, but net income dropped 12% YoY as elevated sales incentives compressed margins even as closings rose 4%.

Q2 adjusted EPS of $3.57 beat year-ago results by 41.3% as GM lifts full-year EBIT-adjusted target to $14B-$16B and declares a quarterly dividend.

GAAP EPS of $7.68 beat the $6.89 consensus by 11.5%, but a $231M year-ago divestiture gain made operating income comparisons look ugly. Here's what actually happened.

KeyCorp earned $0.44 per share in Q2 2026, topping the $0.43 consensus, as net income climbed 22% YoY to $472M on 7% revenue growth.

Magic: The Gathering crossed $500M in quarterly revenue for the first time, powering a 27% Wizards segment gain and lifting Hasbro's full-year adjusted EBITDA outlook to $1.45B-$1.50B.

Tara Bunch, who oversaw Airbnb operations across 220+ countries, joins Royal Caribbean's board, bringing three decades of tech-enabled service expertise.

BBWI is redeeming $250M of 7.500% Senior Notes at 101.250% of par on August 19, a debt reduction move that trims its $4.71B load.

Thras Moraitis, current Serra Verde CEO, takes the helm at USAR on Oct. 1 as the two companies near merger completion by end of August.

IREN just secured $2.8B in new multi-year AI cloud contracts, lifting its year-end ARR target from $3.7B to over $4B with 85% now under contract.

Adobe's board approved a retention deal for CLO Louise Pentland, including 12 months' salary and accelerated RSU vesting, tied to its CEO search.

Barclays raised its CAG target to $17 from $16, while three other firms also updated targets, with views ranging from $14 to $17 on the packaged food maker.

ASTS priced $1B in convertible notes Wednesday and pushed its BlueBird launch to early 2027, targeting roughly 45 satellites in the first campaign.

RF earned $0.68 adjusted EPS vs $0.65 consensus, but the real story is a $58M drop in credit loss provisions that drove profit growth despite a revenue miss.

A 58% gross margin and 2.3% EPS beat sent Abbott shares up nearly 12%, as management raised its full-year profit outlook on accelerating device sales.

A medical cost ratio drop to 86.7% drove UnitedHealth's 56% EPS beat and a 7% stock rally, as management raised full-year guidance across the board.

A penny EPS beat wasn't enough: Netflix missed on revenue and guided Q3 growth to just 11%, sending shares down 8.5% as the password-crackdown tailwind fades.

USB earned $1.35 per share in Q2 2026, topping the $1.29 consensus, as BTIG's breakout quarter added nearly $100M in capital markets revenue.

GE Aerospace beat Q2 estimates with $2.02 adjusted EPS and $13.35B in revenue, up 21% YoY, while raising full-year guidance. Here's what it means for GE investors.

CFG beat Q2 EPS estimates by 3.7% with $1.30 GAAP EPS, as net income hit $587M and record revenue of $2.28B lifted pre-provision profit 24% year over year.

Lucid's CEO issued a direct denial of bankruptcy and go-private rumors, calling the reports false. Shares gained 28.79% on Wednesday, July 15.

Conagra halved its dividend and flagged rising beef, oil, and logistics costs as it outlined a weak fiscal 2027 outlook after Q4 2026 earnings.

Oppenheimer downgraded IBM after a preliminary Q2 warning sent shares down 25% in a single session, the worst daily drop in company history.

UAL posted adjusted EPS of $1.99 vs. the $1.89 consensus, but a $6B fuel cost hit is the real test for the rest of 2026.

J&J posted $25.3B in Q2 revenue, up 6.6%, yet net income was essentially flat as SG&A surged 9.2% and the tax provision jumped 27.1%.

JBHT's Q2 EPS of $1.91 beat the $1.76 consensus by 8.5%, with intermodal operating income jumping 58% on 10% volume growth.

Q4 EPS of $1.29 beat the $1.26 consensus, and full-year revenue reached $11.26B as Cintas closed fiscal 2026 with record profitability metrics.

Morgan Stanley's Q2 diluted EPS of $3.46 beat the $3.03 consensus by 14.1%, as Institutional Securities revenue surged 44% and net income hit $5.58B.

Barclays moved HCA to Equal Weight from Overweight on July 8, slashing its target to $427 from $496 amid policy risk and a trimmed full-year profit forecast.

$24M from JPMorganChase targets Philadelphia shipbuilding: skills training, supply chains, and small business growth in a sector tied to U.S. defense.

M&T Bank's Q2 GAAP EPS of $5.35 topped the $4.71 consensus by 13.7%, with revenue up 5.5% YoY to $2.53B and net income hitting $818M.

Adjusted EPS of $7.45 beat the $6.27 consensus by 18.9%, yet collapsing Health Benefits margins sent ELV shares down sharply on Wednesday.

Citigroup posted Q2 EPS of $3.15, up 61% year over year and well above the $2.73 analyst consensus, as revenue climbed 14% to $24.8 billion on record Services division results.

Pentair's CFO resigned July 10 to join a private company. Former CFO Bob Fishman returns on a $125,000 monthly salary as the water company cuts its 2026 outlook.

PNC beat Q2 EPS estimates by 8.8%, with capital markets fees jumping 79.8% YoY to $577M and net interest income rising 15.5% to $4.1B.

Adjusted EPS of $13.91 beat the $12.70 consensus by 9.5%, as AUM crossed $15 trillion and performance fees surged 224% year-over-year.

Strong demand for high-bandwidth memory and advanced logic pushes ASML to raise FY26 guidance and fast-track EUV and DUV capacity targets through 2028, handily offsetting normalized China revenues.

Strategy raised $467M via common-stock issuance and built a $3B cash reserve, filing shows no Bitcoin bought or sold in the latest period.

WST just renewed its technology crosslicense and exclusive distribution deal with Daikyo Seiko, extending a partnership that covers pharma packaging know-how across all markets outside Japan.

Diodes is buying ElevATE Semiconductor for $250M cash, plus up to $50M in earnouts, targeting the automated test equipment chip market.

EPS of $0.33 matched Wall Street estimates, but double-digit daily sales growth and digital gains are the metrics investors are watching most closely.

A surprise preliminary Q2 earnings miss reveals that corporate buyers are abruptly redirecting their tech budgets to physical hardware, leaving IBM stranded with slipped enterprise deals and contracting margins.

Wells Fargo posted Q2 net income of $6.4B and diluted EPS of $2.00, up 25% from a year ago, as revenue climbed 9% to $22.6B and the bank flagged plans for an 11% dividend increase.

JPMorgan's Q2 net income hit $21.2B as equity trading revenue surged 86% to $6B, but the stock slipped in pre-market on one-time gain concerns.

Record equities trading revenue of $7.42B and a 39.5% revenue surge powered Goldman's best quarter ever, with GAAP EPS of $20.98 crushing consensus.

BAC posted $9.1B in net income, up 27% YoY, and diluted EPS of $1.21, up 34% YoY, as sales and trading revenue jumped 33% and investment banking fees surged 50%.

TransDigm pulled its takeover bid for Stellant Systems from Arlington Capital Partners, a deal exit that sent TDG shares down -4.36% on July 13.