Earnings calls

• Net income and core income both rose: Net income was $1.917 billion, or $9.04 per diluted share, against $8.24 a year earlier. Core income was $1.947 billion, or $9.18 per diluted share.
• Reserve gains and investment income lifted core income: Core income rose $80 million, mainly from higher net favorable prior year reserve development and higher net investment income, partly offset by higher catastrophe losses.

• Revenue up 8%, underlying up 5%: Consolidated revenue was $6,863 million, up 8% from $6,351 million. Underlying growth of 5% excluded an acquisition and other impact of 3 points. Currency added no points.
• Adjusted EPS up 10% to $2.03: Diluted EPS was $1.69, against $1.51 a year earlier. Adjusted EPS was $2.03, against $1.85, according to the reconciliation schedule.

Guidance figures: 1 new, 1 kept

• Q4 core EBITDA rose 35%: Fourth-quarter core EBITDA rose 35.1% year-over-year to $393.7 million, with core EBITDA margin at 14.8%, and net sales rose 25.7% to $2.66 billion.
• Steel EBITDA up 33%: North America Steel Group adjusted EBITDA rose to $317.5 million, with margin up from 14.8% to 16.4%, on higher average selling price and merchant bar-led volume growth.

• Third-quarter net income rose: Net income for the quarter was $11,818,100, or $3.21 per diluted share, against $11,136,500 or $3.02 a year earlier. Basic EPS was $3.29 against $3.13.
• Royalties grew across both periods: Royalties were $21,707,800 for the quarter against $20,911,300, and $61,087,600 for nine months against $57,348,000. Royalties are the largest revenue line reported.

Guidance figures: 1 kept

• Revenue rose 3.4% on supply chain: Total revenues were $1,185.6 million, up 3.4%, mainly from higher supply chain revenues and higher global franchise royalty revenues.
• Operating income up 8.3%: Income from operations was $241.8 million, up $18.6 million or 8.3%; excluding a $0.2 million negative currency effect on international royalties, the increase was 8.4%.

Guidance figures: 3 raised, 1 lowered, 3 kept

• Sales up 16.7% on three drivers: Sales rose 16.7% to $486.9 million. Management attributed the growth to organic sales, the Washington, Missouri ramp-up and a Pacific Northwest acquisition.
• Consolidated Adjusted EBITDA rose: Consolidated Adjusted EBITDA was $110.9 million, or 22.8% of sales, against $88.7 million, or 21.3% of sales, a year earlier.

Guidance figures: 1 raised, 2 lowered, 9 new, 1 kept

• September revenue grew 16 percent adjusted: Adjusted operating revenue rose 16 percent to $17.6 billion on flat capacity. GAAP operating revenue was $20.2 billion, up 21 percent, including $2.6 billion of third-party refinery sales.
• Full-year adjusted EPS guidance lowered: Full-year adjusted EPS guidance is $5.10 to $5.60, down from the $6.50 to $7.50 range given in July. Adjusted diluted EPS for the quarter was $1.72.

Guidance figures: 3 raised, 3 lowered, 3 kept

• Net revenue rose 5.6 percent: Net revenue was $25,274 million against $23,937 million. Organic growth of 3.1 percent, a 1.7-point net acquisition benefit and a 0.7-point foreign exchange benefit contributed.
• Core operating profit rose 3 percent: Core operating profit was $4,277 million against $4,137 million. Core operating margin was 16.9 percent, against 17.3 percent a year earlier.

Guidance figures: 1 kept

• Net sales rose 212% on Kloeckner: Kloeckner contributed $1,772.7 million of sales. Excluding Kloeckner, net sales rose 9%, driven mainly by higher direct volumes and, to a lesser extent, higher average direct selling prices.
• Kloeckner lifted operating income: Operating income was $56.0 million, up $7.7 million, with Kloeckner adding $24.2 million. Excluding Kloeckner, operating income fell $16.5 million, mainly on higher SG&A.

Guidance figures: 2 raised, 3 lowered, 11 kept

• Reported EPS up 25%, comparable 3%: Reported diluted EPS was $3.32 against $2.65. Comparable EPS was $3.74 against $3.63, up 3%; comparable adjustments added $0.42 per share.
• Comparable operating income up 1%: Comparable operating income was $896.6 million, up 1%, at a 34.1% comparable operating margin against 35.7%. Reported operating income fell 8% to $805.0 million.

Guidance figures: 5 new

• Record sales and adjusted EBITDA: The company reported record first-quarter sales of $2.22 billion, up 4.8%, and record adjusted EBITDA of $405.5 million, up 4.5%.
• CPG adjusted EBITDA fell 9.7%: CPG sales were $859.2 million, up 0.8%, and adjusted EBITDA was $166.2 million, down 9.7%, against a 1.7% organic decline.

Guidance figures: 3 raised, 1 kept

• Gross margin up 150 basis points: Gross margin rose 150 basis points to 24.6%, attributed to price, productivity including Project Fortify 2, and Kalwall, partly offset by higher material and manufacturing costs.
• Mixed demand environment cited: Management said disciplined pricing, productivity and operational improvements helped offset a mixed demand environment during the quarter.

Guidance figures: 3 raised, 2 lowered

• Sales volume grew 7% for seventh straight quarter: North America segment net sales increased 5% to $1.141 billion, driven by 7% volume growth for the seventh consecutive quarter, reflecting strong customer demand and wins.
• Segment adjusted EBITDA expanded 11% to $287 million: Segment adjusted EBITDA increased 11% as higher sales volumes, cost savings initiatives, and $5 million in tariff refunds more than offset price/mix decline and inflation in input costs.

Guidance figures: 2 raised

• Revenue rose 6.5 percent: Revenue was $222.8 million, up 6.5% from $209.2 million. Core revenue, excluding currency translation and divestitures, rose 8.1%.
• Net loss against prior-year gain: The company reported a net loss of $11.9 million, or $(0.05) per diluted share. The prior-year quarter showed net income of $36.3 million, which included a divestiture gain.

Guidance figures: 13 new

• Fourth-quarter revenue above guided range: Fourth-quarter revenue was $18.68 billion, up 6% in U.S. dollars and 7% in local currency, above the guided range of $17.75 billion to $18.40 billion.
• Full-year revenue above guided growth: Full-year revenue was $74.18 billion, up 6% in U.S. dollars and 5% in local currency. Foreign exchange added about 2%, consistent with the third-quarter assumption.

Guidance figures: 12 kept

• Net sales rose on acquisition and currency: Net sales rose 17.4% to $2,024.8 million. McCormick de Mexico added 14.6 points, currency added 0.9 points, and organic growth was 1.9%.
• Adjusted operating income rose 22%: Adjusted operating income was $358.5 million, up 22.1%. Reported operating income fell 24.8% to $217.0 million, reflecting $141.5 million of special charges.

Guidance figures: 3 new

• Revenue down 4 percent reported: Revenues were $11.2 billion, down 4 percent reported and 5 percent currency-neutral. NIKE Brand revenues were $11.0 billion, down 4 percent on both bases.
• Greater China revenue and EBIT fell: Greater China revenue was $1.2 billion, down 22 percent reported and 26 percent currency-neutral. Greater China EBIT fell 34 percent to $248 million.

Guidance figures: 8 new

• Revenue rose sharply from prior periods: Revenue was $54.23 billion, up from $41.46 billion in the third quarter and $11.32 billion a year earlier. Fiscal 2026 revenue was $133.19 billion versus $37.38 billion.
• Core Data Center grew most: Core Data Center revenue was $18.00 billion, up 56% from $11.52 billion. Gross margin was 90% and operating margin 85%, against 87% and 83% in the third quarter.

Guidance figures: 10 kept

• Net sales declined 1.4%: Reported net sales fell 1.4% to $2.6 billion. Organic net sales fell 1.1%, with price/mix and volume moving in opposite directions.
• Adjusted EPS rose 5.1%: Adjusted EPS was $0.41 against $0.39 a year earlier. Management attributed the rise to lower adjusted SG&A and higher equity earnings, partly offset by lower gross profit.

Guidance figures: 1 kept

• Sales collapsed on conventional egg cycle: Net sales fell 41.5% to $540 million in the quarter as conventional eggs represented 37.4% of sales. Operating loss reached $(82.2) million versus operating income of $249.2 million a year ago. Net loss was $(58.6) million or $(1.26) per diluted share.
• Gross margin nearly eliminated by pricing collapse: Gross profit declined 99.9% to just $0.4 million as the company faced a severe pricing environment while production costs remained elevated. Cost of sales exceeded 99% of revenues despite efforts to offset lower egg prices with cost reductions and hybrid pricing arrangements.

Guidance figures: 4 raised, 3 lowered, 3 new, 1 kept

• Revenue fell 2% year-over-year: Quarterly revenue was $246 million, down 2% on both actual and constant-currency bases. Nine-month revenue rose 3%.
• ARR grew 1% constant currency: Annualized recurring revenue reached $873 million, up 1% year-over-year on a constant currency basis.

Guidance figures: 9 raised, 2 lowered, 9 new, 1 kept

• Record net income and revenues: Net income attributable to Carnival was $1.9 billion, with adjusted net income of $2.0 billion. Revenues and net yields in constant currency both reached all-time highs.
• Operational gains offset fuel for the year: Management raised full-year adjusted net income guidance by more than $150 million against June guidance, offsetting a $150 million impact from higher fuel prices.

Guidance figures: 4 lowered, 7 new, 2 kept

• Revenue fell 1.2 percent: Reported revenue was $2,453.7 million, compared with $2,483.3 million in the prior year third quarter.
• Technology and electronics revenue fell: Revenue fell 10% to $603.5 million, and nine-month revenue fell 6% to $1,862.8 million.

Guidance figures: 1 kept

• Revenue and units both rose: Net revenues rose 19.5% to $7.9 billion, and combined retail and wholesale units rose 14.7% to 387,735 compared with the second quarter of fiscal 2026.
• Diluted EPS up 81%: Net earnings per diluted share were $1.16, against $0.64 a year earlier. Net earnings were $165.3 million, against $95.4 million.

Guidance figures: 2 kept

• Total revenue rose, led by banking: Total net revenues were $2.22 billion against $2.05 billion a year earlier. Investment Banking net revenues were $1.33 billion, up 17%.
• Earnings to common shareholders rose: Net earnings to common shareholders were $261 million against $224 million. Diluted EPS was $1.08 against $1.01, and return on adjusted tangible equity was 13.5% against 13.6%.

Guidance figures: 1 lowered, 4 new, 1 kept

• Full-year net income fell to $147.5 million: Resort Reported EBITDA was $745.7 million, against $844.1 million, including $11 million of one-time transformation costs. Net income attributable to Vail Resorts was $147.5 million.
• Visitation fell while pass revenue rose: Visitation fell 13.4% for the year and total lift revenue declined 3.5%, while pass revenue rose 3.9%. Weather affected local and destination guests, particularly at the Rockies and Tahoe resorts.

Guidance figures: 2 new

• Sales grew 24% to $918M: Consolidated first quarter sales increased 24% to $918.0 million from $739.6 million in prior year, with commercial customer sales up 28% and government sales up 14%.
• Parts Supply segment grew 31%: Parts Supply sales grew 31% total with 23% organic growth in new parts distribution, led by strength in both commercial and government end markets.

• Sales rose 13%, 7% organic: Net sales were $343.9 million, up 13%. Acquisitions added 6 points and organic growth added 7. Adjusted EBITDA rose 10% to $74.0 million, a 21.5% margin.
• Tariff refunds lifted adjusted earnings: Adjusted earnings included a net pretax benefit of about $4 million, or $0.06 per share, from IEEPA tariff refunds. Management said adjusted EBITDA still rose without the refunds.

• Quarter net sales rose 11.2%: Net sales for the 16-week fourth quarter were $93.9 billion, against $84.4 billion a year earlier. Total revenue, including membership fees, was $95.7 billion.
• Quarter diluted EPS reached $6.75: Fourth quarter net income was $2.998 billion, or $6.75 per diluted share, against $2.610 billion, or $5.87 per diluted share, a year earlier.

Guidance figures: 9 kept

• Sales rose 5.1% year over year: Sales were $3,200.3 million against $3,044.7 million. Sales by all four segments rose, and each segment reported positive same-restaurant sales.
• Reported EPS fell on prior-year gain: Reported diluted EPS from continuing operations was $2.05, against $2.19 a year earlier. The prior year included a $0.26 gain on the Olive Garden Canada sale; adjusted EPS rose 4.1% from $1.97.

Guidance figures: 9 new, 1 kept

• Revenue rose 37.7% to $21.6 billion: Revenue was $21.6 billion, up 37.7% year over year and 38.4% in constant currency.
• Non-GAAP gross billings rose 40.0%: Non-GAAP gross billings were $31.8 billion, up 40.0% year over year and 40.5% in constant currency.

Guidance figures: 1 new, 1 kept

• Revenue growth came from pricing: Net revenue was $938 million, up 5.2%. Pricing added 7.4%, more than offsetting lower volume, so organic growth was 4.4%. Currency added 0.7% and acquisitions 0.1%.
• Adjusted EBITDA rose 9%: Adjusted EBITDA was $187 million, up 9% year-on-year. The company attributed the increase mainly to pricing and restructuring savings.

Guidance figures: 3 kept

• Revenue declined 4% to $216.8M: Q1 revenues of $216.8M down from $225.6M, driven by lower Education and Children's Books revenues and loss of rental income from sale-leaseback.
• Operating loss flat, adjusted loss improved: Operating loss of $92.2M flat to prior year. On comparable basis adjusting for sale-leaseback impact, adjusted EBITDA improved $0.6M.

Guidance figures: 4 raised, 1 lowered

• Revenue rose 10.9% to $3.01 billion: Revenue was $3.01 billion against $2.72 billion a year earlier. Organic growth, which excludes acquisitions, currency and workday differences, was 8.9%. The quarter had 66 workdays against 65.
• Operating margin rose to 23.6%: Operating income equalled 23.6% of revenue, against 22.7% in the prior-year first quarter.

Guidance figures: 1 lowered, 7 kept

• Adjusted operating profit fell 11 percent: Adjusted operating profit was $634 million, down 11 percent in constant currency, on higher input costs and lower volume, partly offset by net price realization and mix.
• Adjusted diluted EPS fell 13 percent: Adjusted diluted EPS was $0.75, down 13 percent in constant currency, on lower adjusted operating profit and higher net interest expense.

Guidance figures: 2 raised, 5 kept

• Total revenue up 6%: Total revenue rose 6% to $1,630.5 million from $1,540.0 million; total service revenue rose 6% to $1,580.7 million.
• Operating income up 14%: GAAP operating income rose 14% to $619.2 million from $541.9 million, which management attributed to revenue growth and lower acquisition-related costs.

Guidance figures: 6 new

• Revenue fell 2.2% on the quarter: Total revenue was $849.3 million against $868.0 million a year earlier. The figures include Maple Street Biscuit Company until its divestiture on July 20, 2026.
• Adjusted EBITDA rose on tariff refund: Adjusted EBITDA was $62.1 million against $55.7 million a year earlier. It includes about $9.1 million of tariff refund benefit, net of investments.

Guidance figures: 2 lowered, 6 new, 1 kept

• Revenue and deliveries declined sharply: Quarter revenues fell 20% to $1.30 billion and homes delivered fell 19% to 2,732. Average selling price was $473,000, against $475,700 a year earlier.
• Housing gross margin fell to 16.5%: Housing gross profit margin was 16.5% against 18.2%. Excluding $3.0 million of inventory-related charges, it was 16.8% against 18.9%.

Guidance figures: 2 new

• Quarterly sales and earnings declined: Net sales were $2.31 billion, down 8.4% from the prior-year quarter. Net income attributable to THOR was $40.8 million and diluted EPS $0.78, versus $2.36 a year earlier.
• Full-year sales up, earnings down: Fiscal 2026 net sales were $9.61 billion, up 0.3%. Net income attributable to THOR was $177.5 million, down 31.3%, and diluted EPS was $3.38 against $4.84.

Guidance figures: 2 lowered, 7 new, 3 kept

• Net sales fell 3.4%: Net sales were $923.4 million, down 3.4% as reported and 3.3% organically from $955.7 million a year earlier. Organic figures exclude currency translation effects.
• Tariff refunds added $0.11 per share: Refunds of previously paid IEEPA tariffs added about $10 million to operating income, a $0.11 per diluted share benefit and 110 basis points of operating margin.

Guidance figures: 1 lowered, 6 new

• Diluted EPS down from prior year: Diluted EPS was $1.19 against $2.29 a year earlier. Excluding mark-to-market losses on technology investments and one-time Financial Services items, EPS was $1.23 against $2.00 excluding gains last year.
• New orders down 9%: New orders were 20,879 homes, 9% below the prior year, at an average price of $359,000.

Guidance figures: 3 raised

• Same-store NOI declined 0.7%: Same-store revenue rose 0.8% while operating expenses rose 4.4%, leaving NOI down 0.7% for the 623-store pool.
• FFO per share fell 3.1%: FFO, as adjusted, per diluted share was $0.63 for the second quarter, down 3.1% from $0.65 a year earlier.

Guidance figures: 1 lowered, 5 kept

• Sales and operating profit rose: Total company sales were $34.6 billion versus $33.9 billion. Operating profit was $971 million versus $863 million; diluted EPS was $1.05 versus $0.91.
• Adjusted EPS grew five percent: Adjusted EPS was $1.09 against $1.04 a year earlier. The CEO described the quarter's adjusted EPS growth as 5 percent.

• Net sales flat on price and volume: Net sales were $331 million, against $330.5 million a year earlier. Management said average selling price increases were largely offset by volume declines.
• Gross margin fell to 35%: Management attributed the 35% gross margin to elevated input costs. Fiscal 2026 gross margin was 37%, consistent with the prior year.

Guidance figures: 5 raised, 7 new, 2 kept

• Record revenue with double-digit growth: Revenue reached $6.76 billion, up 13% in dollars and 12% in constant currency. Management described double-digit growth in both revenue and EPS.
• Diluted EPS on both bases: Diluted EPS was $4.62 on GAAP, against $4.18 a year earlier, and $6.13 non-GAAP, against $5.31. GAAP net income was $1.83 billion.

• Revenue up, gross profit and net income down: Revenue rose $27.3 million (2.4%) to $1,152.4 million. Gross profit fell $28.3 million (5.5%); net income attributable to Copart fell $68.9 million (17.4%) to $327.4 million.
• Quarterly diluted EPS fell to $0.35: Fully diluted EPS was $0.35 for the quarter, against $0.41 a year earlier, a decline of 14.6%.

Guidance figures: 1 raised, 4 new, 1 kept

• Revenue rose 30% to $19.3 billion: Total revenues were $19.3 billion, up 30% in USD and constant currency. The company tied the growth to infrastructure execution and additional datacenter capacity.
• Non-GAAP EPS up 30%: Non-GAAP diluted EPS was $1.92, up 30%. GAAP diluted EPS was $1.56, up 55%.

Guidance figures: 4 raised, 2 new, 1 kept

• Net sales rose 1.1%: Net sales were $4.9 billion. Excluding the effect of fiscal 2025 store closures, which contributed about $35 million in the second quarter of 2025, net sales grew 1.9%.
• Adjusted EPS rose 14% excluding tariff benefit: GAAP diluted EPS was $0.62, up 100%. Adjusted diluted EPS of $0.63 included a $0.23 net tariff refund benefit. Excluding that benefit, adjusted EPS was $0.40 against $0.35 a year earlier.

Letter to shareholders

• Revenue up 2.6%, net income $60.2M: Net revenues were $922.2M, up 2.6% from $899.2M a year earlier. Net income was $60.2M against $51.7M. Diluted net income per share was $3.06 against $2.62.
• Adjusted EBITDA margin 19.4% with tariff benefit: Adjusted EBITDA was $178.5M, a 19.4% margin against 20.6%, including a 600 bps tariff benefit. Normalized adjusted EBITDA was $123.5M, a 13.4% margin, excluding that one-time refund.

Guidance figures: 4 lowered, 4 new, 1 kept

• Revenue rose 1% organically: Revenue was $1.066 billion, up 1% reported, in constant currency and organically. Acquisitions and divestitures had no effect on the comparison.
• Non-GAAP EPS rose 4%: Non-GAAP diluted EPS was $1.15 against $1.10 a year earlier. Weighted diluted shares fell to 193.4 million from 200.0 million.

Guidance figures: 2 raised, 1 lowered, 4 kept

• Revenue rose 6% year-over-year: Revenue was $480.5 million, against $454.7 million in the first quarter of fiscal 2026.
• Operating loss narrowed to $10.9 million: Loss from operations was $10.9 million, against $69.3 million a year earlier. Intangible amortization and related non-cash purchase accounting costs were $43.4 million, down from $79.7 million.

• Net sales rose 7.3 percent: Net sales reached $3,330.2 million for the thirteen weeks, up 7.3 percent. Excluding SmartPak and Modern Animal, growth was 5.7 percent.
• Adjusted EBITDA up $43.4 million: Adjusted EBITDA was $226.7 million, up $43.4 million from a year earlier. Adjusted EBITDA margin was 6.8 percent for the quarter.

Guidance figures: 4 kept

• Net sales rose 2.5 percent: Net sales rose $52 million, or 2.5%, to $2,145 million, with contributions across volume, price and acquisitions. Prior-year second-quarter net sales were $2,093 million.
• Adjusted EBITDA rose 3.0 percent: Adjusted EBITDA reached $274 million, up 3.0%, with a 12.8% margin. Management attributed the increase primarily to higher gross profit.

Guidance figures: 1 raised, 1 lowered, 1 new, 1 kept

• Record revenue increases to $1.4 billion: Total net revenue of $1.38 billion increased 8% year-over-year. Total comparable sales rose 6%, reflecting broad-based momentum across the AEO Inc. portfolio of brands.
• Aerie and OFFLINE revenue grew 25%: Aerie and OFFLINE combined revenue grew 25%, with Aerie revenue reaching $536 million versus $429 million prior year. Aerie comparable sales increased 19%, outpacing the company portfolio.

Guidance figures: 4 raised, 2 lowered, 6 kept

• Net sales rose 3.0%: Net sales reached $1,647.3 million, up 3.0% from $1,599.8 million a year earlier.
• Diluted EPS rose 17.3%: Diluted GAAP EPS was $2.17, up 17.3%, and adjusted diluted EPS was $2.31, up 19.1%. Net income was $137.9 million, up 10.0%.

Guidance figures: 3 new

• Fee revenue rose 7% to $756.5 million: Fee revenue was $756.5 million, up 7% at actual and constant currency, the sixth consecutive quarter of top-line growth. Fee revenue grew in all regions.
• Search and Workforce Solutions grew double digits: Search fee revenue rose 10% and Workforce Solutions 11%, the two groups leading growth across regions.

Guidance figures: 5 raised, 1 lowered, 6 new, 4 kept

• Comparable sales rose 2.2%: Same store sales, including physical stores and e-commerce, rose 2.2%; total sales were $1,528.1 million against $1,535.1 million a year earlier.
• Adjusted diluted EPS rose to $2.19: Adjusted diluted EPS was $2.19 against $1.61, reflecting higher adjusted operating income, a lower diluted share count and higher interest income.

Guidance figures: 10 kept

• Diluted EPS rose 27.7%: Diluted EPS was $7.37 against $5.77 a year earlier. Net income was $273.7 million, up 27.1%, and EBITDA was $485.1 million, up 17.1%.
• Gross profit gains drove higher earnings: Management attributed higher net income, diluted EPS and EBITDA to higher inside and fuel gross profit, partly offset by higher operating expenses.

Guidance figures: 1 raised

• Operating income rose to $160.2 million: Operating income was $160.2 million against $66.4 million a year earlier. Adjusted operating income was $158.7 million against $64.7 million.
• Net income included eBay-related gains: Net income was $298.7 million against $168.6 million. The company attributed the gains to its eBay derivative asset and equity investment, partly offset by a digital asset loss.

Guidance figures: 2 raised, 1 lowered, 2 kept

• Total revenue reached record $2.3 billion: Quarterly revenue increased 4.2% year-over-year to $2.3 billion, a quarterly record, driven by 2.1% organic growth and 2.1% acquisition-related growth.
• Manufacturing & Distribution and Aviation led growth: M&D revenue grew 18% from WGNstar acquisition, client wins, and expansion in technology-related markets. Aviation grew 12% on healthy air travel and London Heathrow contract ramp.

Guidance figures: 7 new

• Consumer affordability issues cited as key pressure: CEO attributed results softening to consumer affordability issues, noting company continued executing strategic initiatives for long-term strengthening despite near-term headwinds.
• Atlanta cluster strengthened to 15 dealerships: With Hennessy and two Stone Mountain acquisitions, company will have 15 dealerships in Atlanta high-volume growth market, described as ideal execution of cluster strategy bolstering long-term position.

Guidance figures: 2 raised, 7 new

• Quarter sales fell on optimization actions: Fourth-quarter net sales were $7,642 million, down 0.7%. Planned optimization actions cut about 500 basis points and the unwind of short-term project work cut 150 basis points. Lapping last year's cybersecurity event partly offset these.
• Adjusted EBITDA rose 48.3% in quarter: Quarterly Adjusted EBITDA reached $172 million, compared with $116 million a year earlier. The company reported this as a percentage increase on the prior-year quarter.

Guidance figures: 1 raised, 4 new

• Revenue rose 37% year over year: Revenue was $1.67 billion against $1.22 billion a year earlier, a 37% increase.
• Adjusted EPS rose to $2.11: Adjusted diluted EPS was $2.11 against $0.67; GAAP diluted EPS was $1.83 against $0.35. Adjusted EPS was up 215%.

Guidance figures: 2 lowered, 3 new, 1 kept

• Revenue and comparable sales declined: Net revenue was $2.4 billion, down 4% (5% in constant dollars). Comparable sales fell 9%, or 10% in constant dollars, across the company.
• Operating income fell 13%: Income from operations fell 13% to $453.7 million, and operating margin was 18.8%, down 190 basis points.

Guidance figures: 4 raised, 4 new, 2 kept

• Revenue rose 9% with FX help: Revenue was $875.7 million, up 9% year over year, including about 1.3 points from foreign exchange. The prior release gave a range of $865 to $869 million for this quarter.
• Non-GAAP operating income rose: Non-GAAP income from operations was $276.8 million against $238.7 million. Non-GAAP operating margin was 31.6% against 29.8% in the year-earlier quarter.

Guidance figures: 3 raised, 3 new

• Revenue grew 13 percent: Revenue was $410.3 million, up from $361.7 million a year earlier. Six-month revenue was $828.6 million, up from $718.4 million.
• GAAP operating income turned positive: GAAP operating income was $31.6 million, against a $20.2 million loss a year earlier. Non-GAAP operating income was $89.0 million, a 22 percent margin.

Guidance figures: 2 raised

• Net sales rose 8.4% in quarter: Net sales were $1,225.8 million against $1,131.3 million. Reported growth of 8.4% included 2.1 points from acquisitions and divestitures and 0.1 point of foreign exchange, leaving organic growth of 6.2%.
• Reported and adjusted EPS both grew: Diluted EPS was $0.81 against $0.54, up 50.0%. Adjusted diluted EPS was $1.33 against $1.24, up 7.3%. Net earnings were $77.0 million against $53.5 million.

Guidance figures: 7 new

• Quarter sales up 10.0%: Net sales were $436.9 million, up 10.0%. Organic growth contributed 8.4 points, acquisitions 1.1 points and currency 0.5 points.
• Record full-year adjusted EPS: Adjusted Diluted EPS reached a record $5.29, up 15.0%. GAAP diluted EPS was $4.30, compared with $3.94 in fiscal 2025.

Guidance figures: 5 new

• Fourth-quarter sales fell 8%: Net sales were $2.1 billion, down 8% as reported and down 1% organically, with the prior-year 14-week period including an estimated 7-point extra-week effect.
• Quarterly adjusted EBIT fell 25%: Adjusted EBIT fell 25% to $242 million, primarily on lower adjusted gross profit; the company estimated an 8% impact from the extra prior-year week.

• Net sales rose 1.3%: Net sales were $501.8 million against $495.3 million a year earlier, with pricing as the main driver. Nine-month net sales were $1,373.3 million.
• Net income and EPS turned positive: Net income was $26.5 million, or $0.58 diluted EPS, against a loss of $276.0 million, or $(6.04) per share, a year earlier.

Guidance figures: 7 raised, 2 new

• Net sales up 10%, near guidance high: Net sales were $1.611 billion, up 10% from $1.459 billion, near the high end of the previously communicated $1.590 billion to $1.615 billion range.
• Adjusted profit above guidance: Adjusted operating income was $124 million, against $55 million a year earlier and above the $90 million to $100 million guidance range; adjusted EPS was $0.95.

Guidance figures: 6 kept

• Q1 revenue down 3% to $386 million: Q1 revenue declined 3% to $386 million from $397 million in prior year. GAAP operating income fell to $3 million from $31 million. Diluted EPS was negative $0.23 versus positive $0.22 due to restructuring and acquisition integration costs.
• AI licensing revenue reached $14 million: AI licensing revenue totaled $14 million in Q1. Pipeline continued to expand across model training, commercial licensing, and subscription knowledge feeds.

Guidance figures: 4 new, 1 kept

• Revenue up 86 percent: Revenue reached $29.6 billion, up 86 percent from the prior year period, with both segments growing.
• Non-GAAP operating income up 92 percent: GAAP operating income was $16.0 billion, up 171 percent. Non-GAAP operating income was $20.1 billion, up 92 percent from $10.5 billion a year earlier.

Guidance figures: 4 kept

• Sales down 1%, operating income down 3%: Reported net sales fell 1% to $911 million (organic -1%). Reported operating income fell 3% to $252 million (organic +4%). Diluted EPS rose 6% to $0.38.
• Korbel exit and Ready-to-Drink growth: Declines came from the end of the Korbel relationship, lower used barrel sales and tequila, partly offset by Ready-to-Drink growth led by New Mix.

Guidance figures: 10 raised, 2 lowered, 5 new, 1 kept

• Revenue reached $12.2 billion: Revenue rose 34% year-over-year and 14.4% from the prior quarter's $10.7 billion. Management described the result as a record.
• Operating profit reached a record: GAAP operating profit was $1,393 million, against $247 million a year earlier. Non-GAAP operating profit was $1,979 million, against $777 million.

Guidance figures: 5 raised, 2 lowered, 7 new, 1 kept

• Net revenue rose 30 percent: Net revenues were $2,025 million against $1,559 million, and gross profit was $1,419 million against $1,098 million.
• Earnings per share increased: GAAP diluted EPS was $1.88 against $1.15, and non-GAAP diluted EPS was $2.58 against $1.55. GAAP net income was $375 million against $233 million.

Guidance figures: 7 raised, 1 lowered, 6 new, 1 kept

• Sales up 22.9%, comparable sales up 14.1%: Net sales were $1.26 billion against $1.03 billion a year earlier. The release reports comparable sales up 14.1% for the quarter.
• Adjusted EPS $1.68 against $0.81: GAAP diluted EPS was $3.99 against $0.77. The gap to adjusted EPS reflects IEEPA tariff refunds, net of tax, which the adjusted figure excludes.

• Net sales grew on new stores: Net sales rose 9.1% to $741.3 million. The company attributed the growth to new store unit growth.
• Adjusted earnings per share rose: Adjusted net income rose 40.3% to $85.4 million. Adjusted diluted EPS rose 43.4% to $1.42, from $0.99 a year earlier.

Guidance figures: 1 lowered, 5 new, 6 kept

• Revenue down 3%, within guidance: Revenue was $2.097 billion, down 3% from $2.167 billion, in line with the 3% to 4% decrease guided. Constant currency decline was also 3%, against guidance of 4% to 5%.
• Non-GAAP EPS above guidance: Non-GAAP diluted EPS was $3.70, above the $3.00 to $3.10 guided for the quarter. GAAP diluted EPS was $(2.23).

Guidance figures: 2 raised · Call transcript

• Specialty Building Products named sole national distributor: Appointed Specialty Building Products as sole national distributor effective year-end to replace Boise Cascade, which has grown from $500 million to $4.5 billion with over 20% compounded annual growth rate since 2016
• Regional distributors expanded in targeted markets: Expanded regional distributor network to include Coastal Forest Products, BlueLinx, and broadened existing footprint with WS Building Materials along with other regional partners to provide market-by-market coverage

• Q2 revenue reached record $384 million: Q2 FY2027 revenues were $384.0 million, an increase of $146.2 million or 61.5% from $237.7 million in prior-year Q2. Six-month revenues reached $674.9 million, up 56.5% from $431.4 million in the prior year.
• Net income and EPS hit records: Q2 net income was $53.3 million or $3.76 per diluted share, compared to $35.3 million or $2.50 in prior-year Q2. Six-month net income reached $99.4 million or $7.01 per diluted share versus $57.8 million or $4.09 prior year.

Guidance figures: 1 raised, 1 lowered, 4 new, 2 kept

• Total revenue growth decelerated to 1%: Q2 total revenue was $213.7 million, up just 1% year-over-year from $212.0 million in the prior year quarter.
• Subscription revenue growth 3% year-over-year: Q2 subscription revenue increased to $194.8 million, up 3% from $188.5 million in the prior year quarter.

Guidance figures: 5 raised, 3 lowered, 3 new, 1 kept

• Earnings exceeded guidance: GAAP net income per diluted share of $0.46 surpassed guidance range of $0.15-0.25. Non-GAAP net income per share was $0.26, compared to $0.25 prior year. Net income of $20.2 million versus $10.9 million year-over-year.
• Gross margin expanded 440 basis points: Gross margin increased from 40.8% to 45.2%, a 440 basis point improvement, driven by price increases and continued mix shift toward higher-margin owned brands rather than lower-margin licensed products.

Guidance figures: 1 kept

• Diluted EPS rose to $1.06: Diluted EPS attributable to REX common shareholders was $1.06, against $0.22 a year earlier. Net income to REX shareholders was $34.9 million, against $7.1 million.
• Gross profit more than tripled: Gross profit was $53.3 million, against $14.3 million a year earlier. Management ties the change to improved crush margins and production tax credits.

Guidance figures: 4 raised, 3 new

• Record quarterly revenue: Net revenue was $47.0 billion, up 58% from $29.8 billion. Six-month revenue reached $90.8 billion, up 71%.
• Record diluted EPS: Diluted EPS was $6.34, up 273%. Non-GAAP diluted EPS was $7.04, up 203%.

Guidance figures: 2 raised, 1 kept

• Revenue rose 13.7% organically: Revenue was $9.756 billion, up 13.7% reported and 13.7% organic, about 200 basis points above the guidance midpoint.
• Extra week added to growth: The 53-week fiscal year placed an extra week in the first fiscal month of Q1; the company estimates it added about $570 million to Q1 organic growth.

Guidance figures: 10 new

• Q4 revenue grew 34%: Fourth-quarter total revenue was $3,410 million, against $2,536 million a year earlier, according to the statement of operations.
• Next-Generation Security ARR up 63%: Next-Generation Security ARR reached $9.10 billion for the quarter, up 63% year over year.

Guidance figures: 1 raised, 4 new, 3 kept

• Salt Lake City facility retained: Following new business wins and renegotiated contracts with Sikorsky and Boeing, Albany concludes retaining the Amelia Earhart Drive facility and continuing operations delivers the strongest economic outcome.
• Strategic review reverses reach-forward loss: Completion of strategic review, which included amended CH-53K contract, new business wins, and improved site profitability, reverses previously announced reach-forward loss on the facility.

Guidance figures: 5 raised, 3 kept

• Revenue rose 6%, organic 5.3%: Revenue was $1.88 billion against $1.77 billion. Excluding acquisitions, growth was 5.3%. Management cited volume ramp on existing and new contracts, partly offset by contract completions.
• Net income and EPS fell year on year: Net income was $102 million against $127 million. Diluted EPS was $2.38 against $2.71, and adjusted diluted EPS was $3.01 against $3.63. Weighted diluted shares fell to 42.8 million from 46.8 million.

Guidance figures: 2 raised, 1 lowered, 4 new, 2 kept

• Revenue rose 16 percent: Revenue was $2,046 million, up 16 percent as reported and 14 percent in constant currency, from $1,763 million a year earlier.
• Billings and operating income rose: Billings were $1,854 million, up 10 percent. Income from operations was $599 million, against $444 million, with a GAAP operating margin of 29 percent.

Guidance figures: 4 raised, 2 new, 3 kept

• Comparable sales rose 4.1%: Enterprise comparable sales rose 4.1% against 1.6% a year earlier. Diluted EPS was $1.48, up from $0.87; adjusted diluted EPS was $1.47 versus $1.28.
• Domestic revenue and online grew: Domestic revenue rose 4.3% to $9.07 billion on 4.5% comparable sales growth. Domestic online revenue of $3.00 billion grew 5.1% comparable.

Guidance figures: 3 raised, 1 new, 5 kept

• Net sales and profit rose: Net sales rose 5.2% to $11.3 billion, with growth from same-store sales and new stores, partly offset by store closures.
• Same-store sales up 3.5%: Same-store sales rose 3.5%, driven by 2.0% higher customer traffic and a 1.5% higher average transaction amount.

Guidance figures: 1 raised, 3 new, 3 kept

• Second-quarter sales and comparable growth: Net sales rose 7.0% to $4.9 billion. Comparable store net sales rose 3.7%, the company reported, following 6.5% growth in the prior-year period.
• Diluted EPS included tariff refunds: Diluted EPS was $2.70. That figure included a $1.31 benefit from the net impact of tariff refunds.

Guidance figures: 3 raised, 4 lowered, 2 new, 2 kept

• Net sales slipped 2 percent: Net sales were $2.96 billion, down 2.4% from $3.03 billion; organic net sales fell 2%. Nine-month net sales rose 0.5% to $8.96 billion.
• Adjusted margin 9.0%, GAAP margin 3.7%: Adjusted operating margin was 9.0% against 8.4%, while GAAP operating margin fell to 3.7% from 7.9% after discrete items.

Guidance figures: 9 new

• Record revenue up 37% year over year: Net revenue was $2,739.3 million, a record, up 37% from $2,006.1 million a year earlier and up 13% from $2,417.8 million in the first quarter.
• Data center growth accelerated: Management said data center growth accelerated. Data center revenue rose 18% from the first quarter, to $2,171.5 million.

Guidance figures: 4 raised, 1 new, 1 kept

• Net sales rose 8.9% to $3.0 billion: Comparable sales rose 3.8% against 6.7% a year earlier. The company credited higher comparable sales, the Space NK acquisition and new stores.
• Operating income rose to $379.6 million: Operating income was $379.6 million against $344.9 million a year earlier, up 10.1%.

Guidance figures: 2 raised, 2 new

• Total revenue grew 12.8%: Total revenues were $2.649 billion, up from $2.348 billion a year earlier. Professional services revenue was $178 million, against $179 million.
• Diluted EPS included large tax benefit: Diluted EPS of $2.57 included a $1.52 per share tax benefit from an intra-entity transfer of intellectual property rights during an internal legal entity restructuring. Non-GAAP diluted EPS was $2.75.

Guidance figures: 5 raised, 2 lowered, 6 new, 6 kept

• Sales rose 11% on 2% comps: Total sales were $2,998 million, up 11%. Comparable store sales rose 2% on top of 5% last year, and management cited a two-year stack of 7%.
• Adjusted EPS up 38% excluding refunds: Adjusted EPS, excluding the tariff refund benefit and bankruptcy-acquired lease expenses, was $2.37 against $1.72, an increase of 38%.

Guidance figures: 3 raised, 5 lowered, 2 new, 3 kept

• Net sales fell 2%, comparables down 1%: Net sales were $3.7 billion, down 2%, with comparable sales down 1%. Gap brand sales rose while Old Navy and Athleta sales declined.
• Adjusted operating margin was 7.1%: Excluding the net IEEPA tariff recovery, adjusted operating income was $259 million and adjusted operating margin was 7.1%.

Guidance figures: 3 raised, 3 kept

• Revenue rose 8% year over year: Revenue was $350.7 million against $325.8 million a year earlier. Service revenue was $124.4 million, custodial revenue $175.9 million and interchange revenue $50.4 million.
• Net income and per-share earnings rose: Net income was $65.6 million, or $0.78 per diluted share, against $59.9 million, or $0.68 per diluted share, a year earlier. Net income margin was 19% against 18%.

Guidance figures: 4 raised, 2 new

• Revenue rose 8.1% reported: Third-quarter revenue was $1.88 billion, up 8.1% reported and 7.3% core from $1.74 billion a year earlier. Nine-month revenue was $5.51 billion.
• Non-GAAP EPS rose 18%: Non-GAAP net income was $459 million, or $1.62 per diluted share, up 18% from $1.37 a year earlier. The figure includes a $0.06 benefit from tariff refunds.

Guidance figures: 6 raised, 2 lowered, 4 new, 4 kept

• Revenue rose 11% including Informatica: Revenue was $11.3 billion, up 11% Y/Y and in constant currency, including a $456 million Informatica contribution. Subscription and support revenue was $10.8 billion, up 12% Y/Y.
• Agentforce and Data 360 ARR near $3.9B: Agentforce and Data 360 ARR reached nearly $3.9 billion, up over 210% Y/Y. Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y.

Guidance figures: 6 raised, 7 new, 1 kept

• Total revenue grew 26%: Total revenue reached $1.47 billion, up 26% from $1.17 billion a year earlier. Subscription revenue rose 27% to $1.40 billion, with professional services making up the balance.
• Non-GAAP operating margin reached 25%: Non-GAAP operating margin was 25%, against 22% a year earlier, as non-GAAP income from operations rose to $371.6 million.

Guidance figures: 3 raised, 4 new

• Revenue up 12.5%, record third quarter: Net revenue was $15.7 billion, up 12.5% and up 10.9% in constant currency. Management called it record third-quarter revenue.
• Tariff refunds added $0.11 per share: Both GAAP and non-GAAP diluted EPS included an $0.11 favorable impact from tariff refunds.

Guidance figures: 4 new, 2 kept · CFO commentary

• Revenue reached $96.2 billion: Revenue rose 18% sequentially and 106% from a year ago, with Data Center making up most of the total.
• Data Center revenue reached $89.0 billion: Data Center revenue rose 18% sequentially and 117% from a year ago, driven by the ramp of Blackwell Ultra infrastructure.

Guidance figures: 4 raised, 2 new

• Revenue rose 38% to $1.2 billion: Total revenue was $1,185.9 million against $861.0 million a year earlier. Product revenue was $686.8 million and subscription services revenue $499.1 million.
• Second top-five hyperscaler design win: Announced August 10. The design win uses DirectFlash architecture to lower operational costs and reclaim power and rack space for hyperscale workloads.

Guidance figures: 6 raised, 2 lowered, 1 new, 1 kept

• Net sales rose five percent: Net sales reached $2.2 billion, up 5 percent: net price realization added 4 points and volume/mix added 1 point.
• Adjusted EPS rose on tariff refunds: Adjusted EPS was $3.24, up 71 percent from $1.90, including an $0.84 tariff refund benefit; GAAP diluted EPS was $3.03.

Guidance figures: 9 raised, 2 lowered, 8 new, 2 kept

• Revenue reached $2.477 billion: Revenue was $2.477 billion, against $1.740 billion a year earlier and $2.276 billion in the second quarter of fiscal year 2026.
• Non-GAAP EPS was $3.91: Non-GAAP net income was $752.5 million, or $3.91 per diluted share, against $548.9 million and $3.39 a year earlier.

Guidance figures: 3 raised, 3 new

• Revenue rose 18% year over year: Total revenues were $928.0 million, up 18% from $789.1 million a year earlier.
• Operating income rose 40% on GAAP basis: GAAP operating income was $275.0 million, up 40% from $195.9 million; non-GAAP operating income was $415.9 million, up 18% from $352.6 million.

Guidance figures: 4 raised, 1 new, 2 kept

• Net revenue and comparable growth rose: Net revenues rose 6.7% to $1.96 billion, and comparable brand revenue grew 6.2%, against 3.7% a year earlier.
• Operating income and margin rose: GAAP operating income was $449 million, a 22.9% margin, up from 17.9%. Non-GAAP operating income was $338 million, a 17.3% margin, against 17.9% a year earlier.

Guidance figures: 4 raised, 1 lowered, 4 new, 3 kept

• Net sales rose 5%, comparable sales flat: Net sales were $1.27 billion, up from $1.21 billion a year earlier. Comparable sales were flat. Management called this the 15th consecutive quarter of sales growth.
• IEEPA refunds lifted operating income: Operating income was $253 million, including about $100 million of IEEPA tariff refunds recorded as a reduction of cost of sales. Last year's reported operating income was $207 million.

Guidance figures: 4 raised, 1 lowered, 3 new

• Net sales fell 2.3% in quarter: Net sales were $1,514 million against $1,549 million a year earlier. Reported diluted EPS was $0.58 versus $0.30.
• Tariff refunds lifted reported results: The quarter included about $80 million of tariff refunds. Excluding that benefit, adjusted diluted EPS would have been $0.31 against $0.62 reported.

Guidance figures: 13 new

• Fourth-quarter sales rose 8.0%: Sales were $1,058.8 million against $980.7 million, driven by higher volume, about $30 million from Facet, and pricing benefits.
• Aftermarket led Mobile growth: Aftermarket sales rose 9.4% to $511.6 million, with growth in both the OE and independent channels. Mobile sales rose 7.9% to $634.9 million.

Guidance figures: 2 raised, 1 lowered, 4 new

• Revenue up 45.6%, organic 16.7%: Second-quarter contract revenues reached $2,005.9 million, up from $1,377.9 million, with organic growth of 16.7% excluding acquired businesses.
• Communications margin fell 134 bps: Communications adjusted EBITDA margin was 13.6%, down 134 bps, which management attributed to higher investment to scale operations, deferred wireless projects, and higher fuel prices.

Guidance figures: 6 new

• Fourth quarter revenue rose 16%: Revenue was $757.1 million, up 16% from $653.3 million a year earlier.
• ARR reached $2.55 billion: ARR was $2.55 billion at July 31, 2026, up 16% from $2.20 billion, using the methodology the company adopted in fiscal 2026.

Guidance figures: 4 raised, 5 new

• Revenue grew 11% to $805 million: Total revenue was $805 million, up 11%, and subscription revenue was $793 million, up 12%. Professional services and other revenue was $12 million.
• Full-year guidance raised across metrics: The company now expects full-year fiscal 2027 total revenue of $3.216 billion to $3.226 billion, up from $3.185 billion to $3.205 billion in the prior release.

Guidance figures: 3 raised, 1 new, 2 kept

• Comparable sales decline continues to moderate: Comparable sales decreased 0.9% in Q2, an improvement from Q1's 1.1% decline, reflecting progression in trend management attributed to ongoing initiatives.
• Gross margin increased 305 basis points: Gross margin expanded to 43.0% in Q2 from 39.9% in the prior year, an increase of 305 basis points, driven by merchandise management and tariff benefits.

Guidance figures: 7 new

• Quarterly net sales and net income rose: Fourth-quarter net sales were $396.7 million, up $18.1 million or 5%. Net income was $21.7 million, up 26%, and diluted EPS was $0.53.
• Adjusted EBITDA rose 39% for year: Full-year Adjusted EBITDA was $255.0 million, up 39%. Quarterly Adjusted EBITDA was $64.2 million, up 29%, with adjusted diluted EPS of $0.85.

Guidance figures: 3 new

• IC revenue rebounded to 5% sequential growth: IC revenue reached $154.7 million, up 5% both year-over-year and sequentially, reversing second quarter's 11% sequential decline as temporarily delayed semiconductor design releases came through.
• High-end IC reached record 44% of revenue: High-end integrated circuit business represented 44% of total IC revenue in third quarter, a record percentage. This positioning reflects strong demand for advanced node products and positions company in high-value market segment.

Guidance figures: 20 new, 1 kept

• Full-year revenue rose 14 percent: Fiscal 2026 revenue was $21.4 billion, up 14 percent. Management said the company surpassed $20 billion in revenue for the full year.
• Earnings per share rose 20 percent: Full-year GAAP diluted EPS was $16.46 and non-GAAP was $24.27, both up 20 percent. Fourth-quarter GAAP diluted EPS was $1.34 and non-GAAP was $4.03.

Guidance figures: 1 raised, 12 lowered, 2 new, 5 kept

• Net sales rose 53.2% year over year: Net sales were $5,587 million against $3,647 million. Prior-year figures cover the DICK'S Business only, so the increase includes Foot Locker.
• DICK'S comparable sales rose 4.9%: DICK'S Business comparable sales rose 4.9%, with growth across categories and results from the 2026 FIFA World Cup, which management highlighted.

Guidance figures: 1 new

• Fourth-quarter sales down, ex-TSA up: Reported fourth-quarter net sales fell 2.2% to $465.0 million; excluding prior-year non-core TSA sales of $12.2 million, they rose 0.4%.
• Adjusted EPS rose 9.0%: Adjusted diluted EPS rose 9.0% to $1.46 from $1.34, driven by higher gross profit. GAAP diluted EPS was $1.76 versus $1.18.

Guidance figures: 1 raised, 11 new

• Net sales reached a record: Net sales were $341.9 million, up 17% sequentially and 33% year-over-year. Management called the quarter record revenue across its key focus areas.
• Operating income rose to $55.8 million: GAAP operating income was $55.8 million, a 16.3% margin, against $25.8 million in the first quarter. Adjusted operating margin was 24.4%, against 20.4%.

Guidance figures: 2 raised, 2 lowered, 4 kept

• Billings growth accelerates significantly: Q2 billings of $309.5 million, up 17% reported or 16% constant currency, accelerating sharply from Q1's 5% growth (13% constant currency).
• Net retention rate improved to 106%: Net retention rate improved to 106%, reflecting strong customer expansion and successful upselling of Enterprise Advanced capabilities to existing customer base.

Guidance figures: 2 raised

• Fourth quarter revenue reaches record level: Q4 revenue hit record $55.8 million, up 10.0% year-over-year. Full year revenue set record $202.3 million, up 11.4%, though results were impacted by $16 million litigation settlement in Q3.
• Quarterly net income surges 52.7 percent: Q4 net income jumped 52.7% to record $17.8 million, including approximately $0.09 per share benefit from tariff refunds. Full year net income was $43.0 million, essentially flat year-over-year due to litigation settlement impact.

Guidance figures: 1 raised, 2 kept

• Comparable club sales rose 11.9%: Total comparable club sales rose 11.9% in the second quarter and 9.2% in the first six months. Net sales rose 15.9% to $6.09 billion in the quarter.
• Excluding gasoline, comparable sales rose 3.1%: Comparable club sales excluding gasoline rose 3.1% in the second quarter and 2.3% in the first six months, compared with 11.9% including gasoline.

• Second-quarter net income was $44.4 million: Net income was $44.4 million, or $0.87 per diluted share, against $45.0 million, or $0.89 per diluted share, in the prior-year quarter.
• Quarterly net sales rose 4.6 percent: Net sales for the 13-week quarter rose 4.6 percent to $319.8 million from $305.7 million. Six-month net sales were $608.6 million, up 5.3 percent.

Guidance figures: 4 raised, 7 lowered, 9 kept

• Third-quarter net income rose 7 percent: Net income attributable to Deere was $1.379 billion, or $5.10 per diluted share, compared with $1.289 billion, or $4.75, a year earlier.
• Production and Precision Ag sales fell: Net sales were $3.998 billion, down 6 percent, and operating profit was $527 million, down 9 percent, with margin at 13.2% against 13.6%.

Guidance figures: 6 raised, 1 kept

• Sales rose 13% on comparable growth: Sales rose 13% to $6.3 billion from $5.5 billion. Comparable store sales rose 10% on top of a 2% gain last year.
• Diluted EPS reached $2.66: Net income was $851 million against $508 million a year earlier. Diluted EPS was $2.66 against $1.56.

Guidance figures: 4 raised, 4 new, 2 kept

• Revenue and operating income rose: Total revenues were $187.9 billion, up 5.9% (5.1% in constant currency). Operating income rose 28.8% to $9.4 billion, or 17.4% adjusted in constant currency.
• Underlying growth at top of guidance: Excluding the net effect of tariff refunds and price investments, underlying operating income growth was at the top end of guidance. Management asked that Q2 and Q3 be read together.

Guidance figures: 3 raised, 1 lowered, 6 kept

• Comparable store sales decreased 0.5%: Comparable store sales decreased 0.5%, while net sales were $2.0 billion, flat with the prior-year quarter. Comparable sales include e-commerce sales and exclude sales fulfilled to independent Carquest locations.
• Adjusted EPS rose to $1.03: Adjusted diluted EPS was $1.03 against $0.69, with tariff refunds contributing about $0.31. Diluted EPS was $0.90 against $0.25 a year earlier.

Guidance figures: 4 lowered

• Branded Retail sales fell on volume: Branded Retail net sales fell $31.7 million, or 3.8%, to $794.6 million. Management attributed the drop to volume declines, partly offset by favorable pricing/mix.
• Other sales hit by consumer pressure: Other net sales fell $18.2 million, or 4.4%, to $398.3 million. Management linked the decline to inflationary pressure on consumer spending affecting store-branded sales.

Guidance figures: 2 new

• Operating cash flow hit record levels: Fiscal 2026 operating cash flow reached record 276 million, more than doubling the 98 million generated in prior year
• Backlog sustained at elevated level: Company maintained record backlog of 1.9 billion as of June 30, 2026, matching March quarter level, reflecting solid bookings across Security and Optoelectronics divisions

Guidance figures: 3 new

• Fourth-quarter net sales up 17.3%: Net sales were $953.1 million, up 17.3% year-over-year, or 16.2% on a non-GAAP basis.
• Non-GAAP diluted EPS up 43.1%: Non-GAAP diluted EPS was $1.46 versus $1.02 a year earlier; non-GAAP net income was $30.3 million.

Guidance figures: 10 new

• Revenue rose 40% to $4.02 billion: Revenue was $4.02 billion against $2.88 billion a year earlier. Nine-month revenue was $10.81 billion, up 36% from $7.94 billion.
• Industrial was 49% of revenue: Industrial revenue was $1.97 billion, up 53% year over year and up from $1.80 billion in the second quarter.

Guidance figures: 2 raised, 6 new, 2 kept

• Full-year sales grew and margin rose: Full-year as-reported net sales rose 5% to $15.0 billion and organic net sales rose 3%. Adjusted operating margin expanded 320 basis points to 11.2%.
• Fourth quarter growth across all regions: Fourth quarter reported net sales rose 6% to $3.6 billion and organic net sales rose 5%, with growth in every region and in every product category except Hair Care.

Guidance figures: 6 lowered, 4 kept

• Sales rose to $26.0 billion: Total sales were $26.0 billion against $24.0 billion a year earlier; net sales were $25,956 million against $23,959 million.
• Comparable sales rose 0.2%: Comparable sales increased 0.2%, with the company citing Pro and home services and online sales as drivers, partly offset by DIY pressure.

Guidance figures: 2 raised

• Sales grew 10 percent, organic 11.7 percent: Sales were $817.7 million, up 10.3%. Organic growth was 11.7%, and currency reduced growth by 0.2 points.
• Adjusted EPS rose 19 percent: Adjusted diluted EPS was $3.25 against $2.73, up 19%. Adjustments removed a non-cash minority investment loss and acquisition amortization and costs.

Guidance figures: 4 raised, 1 new

• Net sales rose 5.3 percent: Net sales were $26.5 billion, up 5.3 percent. Merchandise sales rose 5.0 percent and non-merchandise sales rose 20.1 percent.
• Comparable sales rose on traffic: Comparable sales rose 3.8 percent, driven by a 3.6 percent rise in comparable traffic.

Guidance figures: 5 raised, 6 new, 2 kept

• Sales and comparable sales grew: Net sales rose 5% to $15.2 billion in the quarter, and consolidated comparable sales rose 4%, which the company reported as above its plan.
• Diluted EPS up 24%: Diluted EPS was $1.36, up 24% from $1.10. Excluding a $.14 net tariff refund benefit, adjusted diluted EPS was $1.22, up 11%. Net income was $1.5 billion.

Guidance figures: 16 new, 1 kept

• Total revenue rose 14% in Q4: Total revenue was $436.2 million, up 14%, from $406.6 million in the third quarter. The prior release had given a range of $425.0 - $435.0 million for the quarter.
• Core revenue grew 16%, led by transactions: Core revenue was $400.5 million, up 16%, from $371.1 million in the third quarter. Transaction fees of $324.3 million accounted for most of the increase.

Guidance figures: 6 new

• Free cash flow grew despite profit headwinds: FY26 free cash flow increased to $348.2 million from $277.6 million year-over-year, while operating cash flow rose to $537.8 million, demonstrating improved working capital management despite lower profitability.
• Middle East conflict headwind estimated at 1%: Management noted estimated 1% headwind to Q4 total sales from Middle East conflict, with Prestige experiencing 1.5% headwind and Consumer Beauty 1% headwind.

• Record net sales and EPS growth: Net sales reached record $1.18 billion, up 6.2%, and diluted EPS increased 4.6% to $5.26 per share in fiscal 2026, demonstrating earnings growth in challenging consumer and cost environment.
• Recall-related costs and input prices: $2.7 million recall-related costs for dry milk powder from third-party manufacturer used in seasonings, combined with higher commodity acquisition costs for peanuts and tree nuts, significantly pressured Q4 gross profit.

Guidance figures: 13 kept

• Sales rose 5.7% to $47.9 billion: Six-month sales were $89.6 billion, up 5.3%. Second-quarter sales were compared with $45.3 billion in the second quarter of fiscal 2025.
• Comparable sales up 1.7%: Comparable sales rose 1.2% in the first half, against 0.4% a year earlier. U.S. comparable sales rose 1.3% in the quarter.

• Fourth-quarter revenue rose, operating income fell: GAAP revenue rose 4.7% to $644.0 million in the fourth quarter and GAAP operating income fell 12.2% to $136.8 million; diluted EPS was $1.57, against $1.75.
• Full-year revenue and operating income grew: For fiscal 2026, GAAP revenue rose 7.1% to $2,544.3 million, GAAP operating income rose 11.7% to $635.0 million, and diluted EPS was $6.98, up 11.9%.

Guidance figures: 3 new

• Revenue and orders both increased: Revenue rose to $1,846 million from $1,352 million. Nine-month revenue was $5,163 million against $3,956 million.
• GAAP and non-GAAP EPS both higher: GAAP diluted EPS was $2.30 against $1.10, and non-GAAP EPS was $3.07 against $1.72. Nine-month GAAP diluted EPS was $5.93 against $3.56.

Guidance figures: 2 raised, 1 lowered, 7 new, 5 kept

• Net income and EPS declined: Net income was $280.1 million, or $2.97 per diluted share, against $369.6 million, or $3.73, a year earlier. Pre-tax income was $374.8 million, against $499.5 million.
• Deliveries and home sales revenue fell: Home sales revenue was $2.65 billion on 2,662 deliveries, against $2.88 billion on 2,959 deliveries a year earlier.

Guidance figures: 2 new

• Sales fell 3% to $476 million: Sales were $476 million, down 3% from a year earlier and down 1% excluding the wholesale casegoods divestiture completed in May. Growth in Retail was offset by lower Wholesale and Joybird delivered sales.
• GAAP margin turned negative: GAAP operating margin was (0.4)% against 4.5% a year earlier; adjusted operating margin was 3.9% against 4.8%. GAAP diluted EPS was $(0.06) against $0.44, and adjusted diluted EPS was $0.43 against $0.47.

• Q4 bookings nearly doubled prior record: Fourth quarter bookings reached record $660 million, up 93.1% year-over-year, representing nearly double the previous record bookings quarter set in Q3
• Record backlog surged 38.4% year-over-year: Total backlog reached record over $1.9 billion, up 38.4% year-over-year from $1.4 billion at prior year end, providing substantial forward visibility

• 30+ delinquency rate at 4.2% in July: The 30+ day delinquency rate was 4.2% in May, June and July 2026, and 4.3% in April 2026.
• Net charge-off rate 4.7% in July: The net charge-off rate was 4.7% for July 2026, against 5.3% in June 2026 and 5.1% in July 2025.

Guidance figures: 4 new

• Record quarterly revenue, up 45%: Fourth-quarter revenue was $1,315.8 million, compared with $909.7 million a year earlier. Management called it a record quarterly revenue figure.
• Fiscal 2026 revenue up 36%: Fiscal 2026 revenue was $4.64 billion, compared with $3.42 billion in fiscal 2025, a 36% increase that the release headlines as a record fiscal year revenue figure.

Guidance figures: 2 new

• Revenue rose 25 percent: Revenue was $9,115 million, against $7,302 million a year earlier. Nine-month revenue was $24,037 million, against $21,568 million.
• Non-GAAP EPS rose 41 percent: Non-GAAP diluted EPS was $3.50, against $2.48. GAAP diluted EPS was $3.17, against $2.22. Non-GAAP net income was $2,795 million, against $1,989 million.

Guidance figures: 2 raised, 13 new

• Fourth-quarter revenue rose 9%: Net sales were $1.88 billion, up 9% reported and 8% in constant currency. Excluding Stuart Weitzman, pro forma sales grew 12% reported and 11% constant currency.
• Full-year EPS above prior guidance: Full-year non-GAAP diluted EPS was $7.05, up 38%, and GAAP diluted EPS was $7.27. The company described full-year results as outperforming guidance.

Guidance figures: 2 raised, 4 new

• Fourth-quarter sales rose 10.4%: Q4 net sales were $1.4 billion, up 10.4%. Organic sales rose 9.7%, with acquisitions adding 0.3% and currency adding 0.4%.
• Engineered Solutions sales up 12.9%: Engineered Solutions Q4 sales were $503.2 million, up 12.9%. Full-year sales were $1.78 billion, up 15.1% as reported.

Guidance figures: 3 raised, 1 lowered, 4 kept

• Sales rose 9%, led by Coolers: Net sales reached $483.9 million, up from $445.9 million, with management citing consumer demand across categories, regions and channels.
• Gross margin rose 890 basis points: Gross margin reached 66.7%. The increase combined operating drivers with a net tariff benefit from IEEPA refunds of amounts expensed in 2025 and 2026.

• Fourth quarter revenue rose 37%: Fourth-quarter revenues were $278.7 million, up $74.8 million from the prior-year quarter, mainly on higher playoff-related revenues.
• Operating income turned positive: Fourth-quarter operating income was $32.2 million, against an operating loss of $22.6 million a year earlier. Adjusted operating income was $39.6 million, against an adjusted loss of $16.8 million.

Guidance figures: 7 raised, 2 kept

• Quarter revenue grew on both bases: Revenue was $506.4 million against $474.2 million a year earlier, up 6.8% reported and 6.1% constant currency. Year-to-date revenue was $964.0 million against $886.5 million.
• Adjusted and constant currency EPS: Diluted EPS was $0.37 against $0.32. Adjusted diluted EPS was $0.40 against $0.35, and constant currency diluted EPS was $0.38.

Guidance figures: 2 new

• Quarter net sales rose 26%: Quarter net sales were $6,398 million; acquisitions contributed about 19% growth.
• Quarter adjusted diluted EPS up: Adjusted diluted EPS was $1.23 for the quarter, up 23% from $1.00.

Guidance figures: 5 new

• Revenue rose 34 percent year over year: Q4 revenue was $2.05 billion, up 34% from a year earlier and 42% on a pro forma basis, and up 13.3% from the third quarter.
• Non-GAAP EPS reached $1.74: Q4 non-GAAP diluted EPS was $1.74, compared with the $1.52 to $1.72 range given in the prior release.

Guidance figures: 12 new

• Q4 revenue and EPS grew: Q4 revenue was $17.3 billion, up 18%, with product revenue up 24% and services flat. GAAP EPS was $0.97, up 52%; non-GAAP EPS was $1.22, up 23%.
• Networking orders grew 40%: Networking product orders grew 40% in Q4, the eighth consecutive quarter of double-digit growth.

• Fourth-quarter revenue rose 1%: Fourth-quarter net sales were $321.2 million, up 1% reported and 3% organic. A held-for-sale business reduced reported growth by 2 points, and currency had no material effect.
• Full-year revenue held flat at $1.2 billion: Full-year net sales and organic revenue were both flat at $1.2 billion. Currency added 2 points and the held-for-sale business reduced revenue by 2 points.

Guidance figures: 3 raised, 3 lowered, 7 new

• Revenue rose 11 percent: Revenue was $972.0 million against $875.7 million a year earlier; organic revenue, excluding currency and recent acquisitions and divestitures, rose 10 percent.
• GAAP net loss from goodwill charge: GAAP net loss was $(471.7) million against net income of $89.2 million; non-GAAP net income was $200.3 million, against $169.4 million.

Guidance figures: 6 new

• Company comparable sales rose 5.0%: Brinker comparable restaurant sales rose 5.0% in the fourth quarter, with Chili's up 5.6% and Maggiano's down 2.5%. Company sales were $1,521.2 million versus $1,448.9 million a year earlier.
• Diluted EPS rose 30.0%: Net income per diluted share rose 30.0% to $2.99 in the fourth quarter, and rose 23.3% to $3.07 excluding special items. Full-year diluted EPS was $10.87.

Guidance figures: 4 new, 1 kept

• Net sales rose 4.8 percent: Net sales of $935.6M rose from $893.0M in the prior-year quarter, in line with the company's first-quarter guidance range.
• Adjusted diluted EPS rose 64 percent: GAAP diluted EPS was $3.09 against $1.46 a year earlier; adjusted diluted EPS was $3.66 against $2.23.

Guidance figures: 4 new

• Quarter net sales rose 6.4%: Net sales rose 6.4% to $18.0 billion, with higher selling prices from inflation, more organic cases and acquisitions.
• Quarter Adjusted EBITDA rose 7.4%: Adjusted EBITDA rose 7.4% to $587.5 million in the quarter and 9.2% to $1,929.4 million for fiscal 2026. Adjusted Diluted EPS was $1.59 in the quarter, up 2.6%.

Guidance figures: 14 new · Prepared remarks

• AI and server applications leading: AI, server, workstation and cloud applications drove Advanced Computing growth with expanding engagement from ODMs, module makers, and hyperscale customers.
• Q1 Computing expected nearly flat: Despite PC market weakness, Advanced Computing growth of 40%+ expected to largely offset declines for flattish overall segment growth.

Guidance figures: 1 kept · Call transcript

• Revenue rose 22% year-over-year: Revenue reached $445.5 million, up 10% from the first quarter. Management cited growth across all regions and record global point-of-sale levels, the sixth consecutive quarter of double-digit year-over-year growth.
• Automotive revenue reached a record: Automotive revenue grew 15% sequentially and over 37% year-over-year, and was a record 21% of product revenue. Management attributed this to business expansion, market share gains and an expanding pipeline of new products.

Guidance figures: 4 raised, 4 lowered, 1 kept

• Net revenue rose 2.5%: Quarterly net revenue was $498.8 million. Drivers were new store sales, a 0.8% unearned revenue timing benefit and adjusted comparable growth, partly offset by closed stores.
• Comparable sales grew 3.4%: Adjusted comparable growth was 2.2%. Management attributed it to higher average ticket and managed care strength, partly offset by lower self-pay customer traffic.

Guidance figures: 4 raised, 2 kept

• Traffic remained positive, basket still declining: Transaction count increased 1.8% in Q2, demonstrating customer acquisition. Average transaction size declined 2.1%, an improvement from Q1's -3.1%, indicating sequential improvement in basket though still negative.
• Completed all 36 Optimization Plan closures: Management closed all 36 underperforming stores targeted in the Optimization Plan by end of first half, 27 in Q1 and 9 in Q2, substantially on schedule for expected completion by Q1 2027.

Guidance figures: 7 raised, 2 lowered, 12 new, 1 kept

• Broadband revenue up 54%: Broadband net revenue was $133.5 million, up from $121.7 million in Q1 2026 and $86.9 million in Q2 2025, the period's only reportable segment.
• Rest-of-Market revenue up 44%: Rest-of-Market revenue was $49.4 million, up from $34.3 million in Q2 2025 and down from $50.6 million in Q1 2026.

Guidance figures: 4 raised, 2 lowered, 2 new, 5 kept

• Revenue growth accelerated by Helly Hansen: Revenue from continuing operations was $584 million, up 19 percent year-over-year, driven by $114 million contribution from Helly Hansen acquisition completed May 2025 and 2 percent growth in Wrangler.
• International surge from DTC expansion: International Wrangler revenue increased 10 percent, with direct-to-consumer up 31 percent and wholesale up 7 percent, demonstrating diversified growth.

• YUTREPIA sales grew 31% sequentially: Product sales reached $170.4 million in Q2 2026, compared to $129.9 million in Q1 2026, driven by higher volume of YUTREPIA sales.
• Inhaled category expanding at rapid pace: The overall inhaled prostacyclin category grew nearly 40% since YUTREPIA's launch in June 2025, with YUTREPIA capturing an increasing share of that growth.

Guidance figures: 7 new

• Revenue and EBITDA set records: Revenue was $1,981 million, up 2%, and adjusted EBITDA was $249 million, up 19% from $210 million. Both were records and above the high end of the guidance range.
• Adjusted EPS above the range: Diluted EPS was $0.51 and adjusted EPS was $0.83, up 26% from $0.66. Adjusted EPS was above the high end of the guidance range.

Guidance figures: 1 new, 1 kept

• Net sales more than doubled: Net sales were $93.5 million, up 111% from $44.3 million a year earlier. Excluding China, net sales were $41.2 million, up 6.0%.
• Net income turned positive: Net income was $8.1 million, or $0.16 per diluted share, compared with a net loss of $(16.8) million, or $(0.34) per diluted share, a year earlier.

• Net earnings more than doubled: Net earnings attributable to Berkshire shareholders were $25,667 million in the second quarter of 2026, against $12,370 million in the second quarter of 2025.
• Operating earnings rose: Operating earnings were $12,983 million in the second quarter of 2026, against $11,160 million a year earlier.

Guidance figures: 13 new

• Excluding tariff refund, EPS rose 25%: Excluding a one-time $0.31 IEEPA tariff refund benefit, fourth-quarter non-GAAP diluted EPS rose 25% to $2.60.
• Full-year non-GAAP EPS rose 37%: Fiscal 2026 non-GAAP diluted EPS rose 37% to $11.26; excluding the IEEPA tariff refund, it rose 33% to $10.95.

Guidance figures: 3 new

• Revenue rose 24.5% sequentially: Net revenue was $1,006.3 million, up 24.5% from $808.4 million in the third quarter and up 109.3% from $480.7 million a year earlier.
• GAAP net loss from debt extinguishment: GAAP net loss was $7.2 billion, or $84.65 per diluted share, driven by a one-time non-cash loss on debt extinguishment of $7.8 billion tied to convertible note equitization.

Guidance figures: 7 new

• Quarterly net sales rose sharply: Net sales were $11.1 billion, up from $10.2 billion in the third quarter and $5.8 billion in the fourth quarter of fiscal 2025.
• Diluted EPS reached $1.62: Diluted EPS was $1.62, against $0.72 in the third quarter and $0.31 a year earlier.

Guidance figures: 1 raised, 3 kept

• Revenue rose 9% to $5.1 billion: Revenue was $5,057,909 thousand, up 9% from $4,626,451 thousand. Organic revenue also rose 9%, and currency translation added about $33 million. Management cited net new business and base business growth across sectors and geographies.
• Operating income and AOI both grew: Operating income rose 18% to $216 million. Adjusted operating income (AOI) rose 13% to $261 million, or 13% on a constant currency basis. AOI margin rose nearly 20 basis points on a constant currency basis.

Guidance figures: 5 kept

• Revenue rose 31.3% year over year: CAVA Revenue was $365.4 million, up from $278.2 million in the prior year quarter, and up 57.9% from the second quarter of fiscal 2024.
• Same restaurant sales rose 9.0%: Same Restaurant Sales increased 9.0%, including guest traffic growth of 5.3%.

Guidance figures: 1 raised, 4 new

• Full-year revenue rose 4.9%: Total revenue was $3.95 billion, up $184.4 million or 4.9%. The company attributed the increase to higher net average charge and company-owned volume in assisted preparation, international revenue, and Wave.
• Tax benefit lifted diluted EPS: Diluted EPS from continuing operations rose 28.7% to $5.69. A one-time non-cash benefit from an IRS examination resolution added $0.65 to fiscal 2026 EPS.

Guidance figures: 1 raised, 4 new

• Net sales up 9.9%, organic 6.4%: Net sales were $875.5 million, up 9.9%. Excluding acquisitions, which added 3.0 points, and foreign exchange, sales grew 6.4%.
• Adjusted EBITDA rose to $193.2 million: Adjusted EBITDA was $193.2 million, a 22.1% margin, against $181.6 million in the prior-year quarter, which had a 22.8% margin.

• Revenue rose 18% to $228 million: Revenue was $228.2 million against $192.8 million a year earlier, up 18%. The first-quarter release reported $214 million.
• Non-GAAP EPS reached $0.71: Non-GAAP diluted earnings per share was $0.71, up 545% from the comparable period, compared with $0.53 in the first quarter.

• Revenue rose 8.8% year over year: Net operating revenues were $408,025,000, up 8.8% from $374,910,000 in the second quarter of 2025.
• GAAP net income rose year over year: GAAP net income attributable to NHC was $40,319,000, compared with $23,722,000 in the same quarter of 2025.

Guidance figures: 2 raised, 1 new, 3 kept

• Adjusted EBITDA grew with margin expansion: Adjusted EBITDA reached $80.9 million with 12.2% margin, up from $64.0 million (9.5% margin) in prior-year quarter, representing 26% year-over-year growth driven by cost management and pricing execution.
• Operating leverage returned to highest level: Second consecutive quarter of improved Adjusted EBITDA, with operating leverage returning to highest level since Q3 2024, supported by favorable product mix and stronger pricing discipline.

Guidance figures: 2 raised, 2 kept

• Net sales rose 4.6% on organic growth: Net sales were $8.8 billion, up 4.6%: organic growth of 3.8% and acquisitions of 1.0%, offset by 0.2% from a Canada divestment. Price inflation was in the low single digits.
• Adjusted operating profit rose 2.9%: Reported operating profit was $893 million, up 6.1%, a 10.2% margin. Adjusted operating profit was $932 million, up 2.9%, a 10.7% adjusted margin.

Guidance figures: 1 raised, 1 kept

• Real Estate FFO per share up 7.9%: Real Estate FFO was $1.249 billion, or $3.29 per diluted share, up 7.9%. Six-month Real Estate FFO was $6.46 per diluted share, up 7.5%.
• Domestic NOI up 8.5% in quarter: Domestic property NOI rose 8.5% and portfolio NOI rose 8.3% for the quarter. For the six months, domestic property NOI rose 7.6% and portfolio NOI rose 7.5%.

Guidance figures: 1 raised, 2 lowered, 1 kept

• Sales and operating income both rose: Net sales rose 101.2% to $627.0 million. Operating income rose 192.1% to $68.9 million from $23.6 million, and GAAP diluted EPS was $0.68 against $0.19.
• Gross profit up, margin down: Gross profit rose 84.3% to $152.5 million, but gross margin was 24.3% against 26.6% in the prior-year quarter.

Guidance figures: 1 raised, 6 lowered, 3 kept

• GAAP loss for the quarter: Revenue was $3.6 billion, down 14% from the prior year. The company reported an operating loss of $76 million, a net loss of $84 million and a diluted loss per share of $0.65.
• $337 million charge on one project: A pre-tax charge for a higher projected cost to complete one Construction Management project. It affected both revenue and profitability in the quarter.

Guidance figures: 1 raised, 1 lowered, 2 new

• Revenue rose 38% year-over-year: Second-quarter revenue was $753.2 million, up 38% from $544.8 million. Six-month revenue was $1,361.3 million, up 20% from $1,130.8 million.
• Subscribers reached nearly 2.9 million: Subscribers at June 30 were 2,891 thousand, up 19% from 2,439 thousand. Monthly revenue per average subscriber was $92, up 21% from $76.

Guidance figures: 2 raised, 1 lowered, 1 kept

• Revenue declined 2 percent year-over-year: Revenues were $3,490 million, down 2 percent from $3,561 million in the prior year quarter, driven by 3 percent impact from contract transitions to unconsolidated joint ventures and fiscal 2025 divestitures, partially offset by new contract ramps in digital infrastructure and space.
• Operating income surged 67 percent: Operating income reached $172 million, up 67 percent from $103 million in the prior year quarter, driven by strong operational performance and decreased intangible amortization expense.

Guidance figures: 2 lowered

• Net income reflects derivative gain: Net income was $514 million, or $5.76 per diluted share, against a net loss of $711 million in the first quarter, including a $370 million non-cash derivative gain.
• Production averaged 149 MBoe/d: Net production averaged 149 MBoe/d, 81% oil, compared with 154 MBoe/d in the first quarter; net oil production was 120 MBbl/d against 124 MBbl/d.

Guidance figures: 3 raised, 1 lowered, 1 new, 2 kept

• Net income reached record $295 million: Q2 2026 net income of $295M increased 376% from $62M in Q2 2025, with diluted EPS of $5.91 versus $1.25. Adjusted net income also set record at $295M versus $50M prior year.
• Adjusted EBITDA surged to $345 million: Adjusted EBITDA for Q2 2026 reached $345M, more than tripling the $102M in Q2 2025, demonstrating strong operational cash generation and earnings quality across fleet.

Letter to shareholders

• Core FFO fell year over year: Core FFO attributable to common shareholders was $10.4 million, or $0.18 per diluted share, against $12.7 million, or $0.19, a year earlier. FFO was $12.5 million, or $0.21 per diluted share.
• Annualized NOI rose 1.3%: Annualized NOI, adjusted for sold and recapitalized assets, was $249.2 million, compared with $246.1 million in the first quarter of 2026.

Guidance figures: 1 raised, 1 lowered, 7 new, 5 kept · Letter to shareholders

• Revenue grew 38% year over year: Total revenue was $159.0 million, compared with $115.4 million a year earlier. Subscription revenue made up most of the increase.
• Adjusted EBITDA rose 53%: Adjusted EBITDA was $31.1 million, a 20% margin, compared with $20.3 million and an 18% margin a year earlier.

Guidance figures: 1 raised, 4 new, 1 kept

• $2.4 billion refinancing announced, imminent close expected: Company announced private offering of $2.4 billion in secured notes to repay 2026 notes and approximately 50% of 2027 notes, with approximately $123 million discount captured and expected imminent close.
• Refinancing significantly reduces debt maturities through 2028: The $2.4 billion transaction demonstrates company's commitment to debt reduction and significantly reduces debt maturing through 2028, addressing near-term refinancing needs and extending maturity profile.

Guidance figures: 2 new

• ARR grows 6.0% year-over-year at constant currency: Total ARR of $544.5 million, representing 6.0% year-over-year growth or 5.7% at constant currency, reflecting continued platform adoption and customer relationships
• Subscription revenue grows 6.1% year-over-year: Subscription and other revenue of $138.2 million, 5.9% year-over-year growth on reported basis or 4.7% at constant currency, with subscription revenue at $137.1 million up 6.1% or 5.0% constant currency

Guidance figures: 1 raised, 1 new, 11 kept

• Diluted EPS up 45.6% to $1.15: Net income per diluted share was $1.15 against $0.79, helped by $22.0 million of gains on dispositions; six-month diluted EPS was $1.97 against $1.53.
• Normalized FFO down 2.5%: Normalized FFO per diluted share was $1.19 against $1.22. The quarter included $0.7 million of deferred income tax expense; six-month normalized FFO rose 2.1% to $2.42.

Guidance figures: 3 lowered, 3 new, 2 kept

• Adjusted EBITDA grew 12% year-over-year: Adjusted EBITDA increased 12% YoY to $64.1M, representing 33% of revenue. GAAP net income fell 22% YoY to $25.4M and diluted EPS was $0.20 versus $0.24 in Q2 2025. Company achieved operating leverage through disciplined cost management.
• GSV fell 4% but higher value per client: GSV decreased 4% YoY to $966.4M while active clients fell 4% to 763,000. However, GSV per active client grew 5% YoY to $5,230, indicating higher project complexity and average value per engagement.

Guidance figures: 1 lowered, 3 new, 3 kept

• Ongoing EPS rose to $0.33: Earnings from ongoing operations were $247 million, or $0.33 per share, against $240 million, or $0.32, a year earlier. Reported earnings were $230 million, or $0.30 per share, against $0.25.
• Second-half earnings growth expected: Management continues to expect stronger earnings growth in the second half, supported by improved rate recovery and capital tracking mechanisms.

Guidance figures: 3 raised, 4 lowered, 11 new, 5 kept

• Net Bookings fell 3 percent: Total Net Bookings were $1.39 billion, down 3% from $1.42 billion a year earlier. Net Bookings from recurrent consumer spending fell 1% and made up 84% of the total.
• Net loss was $34.1 million: GAAP net loss was $34.1 million, or $0.18 per share, against $11.9 million, or $0.07 per share, a year earlier.

Guidance figures: 5 kept

• Ongoing EBITDA grew sharply: Ongoing Operations Adjusted EBITDA was $1,767 million against $1,349 million a year earlier. Management attributes the rise mainly to realized energy and capacity prices and three months of Lotus plants.
• Net income fell on derivative losses: Net income was $305 million against $327 million. Unrealized mark-to-market losses on derivatives rose $488 million, mostly offset by higher realized prices and capacity revenue.

• Net income and diluted EPS: Net income was $189.7 million, compared with $195.3 million a year earlier. Diluted EPS was $2.08, against $1.93. Weighted average diluted shares were 91.4 million, against 101.1 million.
• Provision for losses and LAE rose: Provision for losses and LAE was $49.0 million, against $17.1 million a year earlier and $48.2 million in the first quarter of 2026.

Guidance figures: 1 lowered, 1 kept

• Revenue rose 9% on Urban Solutions: Revenue was $4,329 million against $3,978 million a year earlier. Urban Solutions revenue rose to $2.9 billion while Energy Solutions revenue fell to $709 million.
• Adjusted EPS $0.91, adjusted EBITDA $149 million: Adjusted EPS was $0.91 against $0.43 a year earlier. Adjusted EBITDA was $149 million against $96 million. Adjusted measures exclude litigation, foreign currency and similar items.

Guidance figures: 2 kept

• Net sales declined 4.1 percent: Net sales were $898 million against $936 million, down 4.1% as reported and 6.3% in constant currency. Six-month net sales were $1,778 million against $1,815 million.
• Adjusted EPS held at $0.52: Adjusted EPS was $0.52 in both periods. Adjusted EBITDA was $190 million, down 3.3% from $197 million, and the adjusted EBITDA margin was 21.3% against 21.1%.

Guidance figures: 2 raised

• Q2 revenue grew 36% year-over-year: Revenue $292.9 million versus $215.4 million in Q2 2025. Six-month revenue $524.2 million versus $387.7 million, up 35.2%. Growth driven by higher sales across multiple product categories.
• Shipments increased 36.4% year-over-year: Total shipments $281.5 million in Q2 2026 versus $206.4 million in Q2 2025. Shipments include deliveries for revenue and first tool systems awaiting customer acceptance.

Guidance figures: 2 raised, 2 lowered, 6 new

• Net loss widened on lower shipments: Alpha reported net loss of $12.3 million or $0.96 per diluted share for Q2 2026, versus $11.0 million or $0.86 per share in Q1 2026. Total Adjusted EBITDA declined to $25.6 million in Q2 from $30.0 million in Q1.
• Coal sales realization declined sharply: Net realized pricing for the Met segment fell to $118.71 per ton in Q2 from $124.39 per ton in Q1 2026. Pricing compression reflected continued weakness in met coal markets.

Guidance figures: 1 lowered, 5 kept

• Total revenue grew 25.9 percent: Second quarter net revenues reached $266.0 million, up from $211.4 million in the year-ago quarter, driven by Cortrophin Gel momentum and continued generics strength across all business units.
• Cortrophin Gel surged 43.5 percent: Cortrophin Gel net revenues reached $117.1 million in Q2, up 43.5 percent year-over-year, driven primarily by increased volume across all target indications.

Guidance figures: 4 raised, 1 kept

• Record quarterly net sales: Net sales rose 16.4% from a year earlier to $528 million, which the release describes as a record.
• Net income and EPS both higher: GAAP net income was $64 million, or $0.78 diluted EPS, against $60 million and $0.72 a year earlier. Adjusted EPS was $0.82 against $0.75.

Guidance figures: 10 raised, 3 lowered, 2 kept

• Dowlais drove year-over-year changes: Net sales were $2,955.6 million against $1,536.2 million a year earlier. Management said the Dowlais acquisition was the primary driver of year-over-year changes in financial results.
• Net income to Dauch was nominal: Net income attributable to Dauch was $1.0 million, or nil per diluted share, against $39.3 million or $0.32 per share a year earlier. Adjusted EPS was $0.32 against $0.34.

• Net income to common stockholders: Net income attributable to common stockholders was $54.4 million, or $0.43 per common share, against $95.5 million, or $0.78, in the first quarter.
• Adjusted distributable earnings per share: Adjusted distributable earnings attributable to common stockholders were $75.5 million, or $0.60 per share, against $66.5 million, or $0.55, in the first quarter.

Guidance figures: 2 new, 1 kept

• GAAP gain lifted reported earnings: The company reported second-quarter net income of $123 million, or $0.71 diluted EPS, including a $101 million after-tax non-cash settlement gain. Core net income was $22 million, or $0.13 per share.
• Utility Core earnings declined: Hawaiian Electric Core net income was $33 million, down from $42 million. The company attributes the decrease mainly to higher interest expense and higher O&M.

• Consolidated sales declined sharply: Third-quarter sales fell 29.6% to $246.0 million from $349.4 million. Nine-month sales dropped 33.0% to $789.4 million from $1,178.8 million. Adjusted EBITDA fell to $34.9 million from $44.6 million in Q3.
• Adjusted EBITDA guidance cut substantially: Management reduced fiscal 2026 adjusted EBITDA guidance to $158-162 million from $180 million, a $18-22 million reduction, due to energy storage delays, Memorialization headwinds, and slower Propelis synergy realization.

Guidance figures: 15 raised, 3 kept

• Record quarterly revenue of $749.0 million: Total revenue rose 13.6% from $659.5 million; the company described it as an all-time quarterly record. Net income was $102.1 million, up 34.5%.
• Adjusted EBITDAre up 21.9%: Adjusted EBITDAre was $258.3 million, a 34.5% margin, up from $211.9 million. Operating income was $174.5 million, up 25.2%, a 23.3% margin.

Guidance figures: 9 raised, 1 lowered, 1 kept

• Revenue grew 28% year on year: Revenue reached $999.4 million, up 28.2% from $779.3 million a year earlier. Gross profit was $168.4 million, against $131.8 million.
• Adjusted EBITDA rose 24%: Adjusted EBITDA was $163.0 million, up 23.8% from $131.7 million. Adjusted EBITDA margin was 16.3%, against 16.9% a year earlier.

Guidance figures: 1 new, 3 kept

• Sales rose 7% to $806 million: Q2 net sales of $806 million compared to $755 million in Q1 2026, driven by higher sales price and mix.
• Pricing increases implemented across regions: Company implementing uncoated freesheet price increases with customers across Europe, Latin America and North America.

Guidance figures: 3 raised, 3 lowered, 1 new, 2 kept

• Fiber footprint expanded 66,000 addresses in Q2: TDS Telecom delivered 66,000 marketable fiber service addresses in Q2 with 15,100 residential fiber net additions. Company maintained strong execution on fiber broadband strategy.
• Fiber address guidance of 250,000-300,000 for 2026: Increased fiber address guidance for 2026 to 250,000-300,000 based on current delivery momentum. Q2 delivered 66,000 addresses, implying 88,000 in second half.

Guidance figures: 2 raised, 6 new, 2 kept

• Net sales rose 5.4% in quarter: Quarter net sales were $395.7 million. Six-month net sales were $726.7 million, up 8.0%.
• Earnings rose on volume, pricing, refunds: Diluted EPS was $0.88 against $0.55 a year earlier. GAAP net income rose 57.9% to $51.4 million. Management named volume, pricing, mix, efficiencies and tariff refunds as drivers.

Guidance figures: 7 lowered, 4 new, 8 kept

• Revenue fell 3 percent: Revenue was $1,097.9 million, against $1,134.1 million a year earlier. Constant-currency revenue fell 4 percent.
• Operating income rose to $47 million: Operating income was $47 million, against $3 million a year earlier. Adjusted operating income, excluding restructuring and transformation charges, was $52 million.

Guidance figures: 1 lowered

• Systemwide sales fell 6.5%: Global systemwide sales were about $3.4 billion, down 6.5% on a constant currency basis. The U.S. fell 8.2% and international rose 3.4%.
• Adjusted EBITDA down 15.4%: Adjusted EBITDA was $124.1 million, down 15.4%; first-half adjusted EBITDA was $235.4 million, down 13.2%. Operating profit was $79.3 million, down 24.0%.

• Connectivity sale completed for $1.2B: Company completed sale of Connectivity division for total proceeds of $1,216.1 million. Cash received at closing was $1,179.1 million, or $1,134.1 million net of cash divested, with $37.0 million held in escrow.
• Deployed $173M in share buybacks: Company repurchased $121.5 million of common stock in Q2 2026 and $173.1 million total in H1 2026, returning capital to shareholders and reducing share count.

Guidance figures: 1 raised, 3 new · Letter to shareholders

• Revenue up 17% year-over-year: Revenue was $3.6 billion, up 17% (13% ex-FX), driven mainly by growth in nights stayed and a moderate increase in ADR. Net income was $816 million and Adjusted EBITDA was $1.3 billion.
• Nights and seats growth accelerated: Nights and Seats Booked grew 10%, accelerating from Q1 2026, with management citing demand across all regions and product changes. Origin nights accelerated in the U.S., France, the UK and Australia.

Guidance figures: 1 kept

• Adjusted earnings fell 7.7%: Adjusted earnings were $883 million against $957 million a year earlier. Adjusted EPS was $1.75, down 1.7%. Excluding currency impact, adjusted EPS was $1.80, up 1.1%.
• Japan pretax earnings rose on benefits: Japan pretax adjusted earnings were ¥118.2 billion, up 3.4% reported and down 2.1% currency-neutral. The Japan pretax adjusted margin was 34.3%, against 32.0%.

Guidance figures: 1 kept

• Adjusted earnings per share up 10%: Adjusted after-tax income per diluted share was $2.00 against $1.81, up 10%. Adjusted pre-tax income was $1,404 million against $1,391 million. Six-month adjusted per share was $4.12, up 38.7%.
• General Insurance underwriting income up 10%: GI underwriting income was $686 million against $626 million, up 10%. GI adjusted pre-tax income was $1,546 million, up 4%, driven by higher underwriting income.

Guidance figures: 2 raised, 3 lowered, 5 new

• Revenue rose 5% to $1.1 billion: Revenue was $1.100 billion, up 5% from $1.043 billion a year earlier and up 5% adjusted for foreign exchange, compared with $1.074 billion in the first quarter.
• Cloud infrastructure revenue grew 39%: Cloud infrastructure services revenue grew 39%, the same rate adjusted for foreign exchange, after 40% growth in the first quarter and 30% a year earlier.

Guidance figures: 2 raised, 1 lowered, 2 kept

• Revenue rose 5.4% in the quarter: Revenue was $4,983 million, up from $4,726 million a year earlier. Currency-neutral growth was 4.4%, and reported growth was 5.4%.
• Adjusted EPS reached $3.23: Adjusted diluted EPS from continuing operations was $3.23 versus $3.08, up 4.9% as reported and 3.9% currency-neutral. Reported diluted EPS was $1.64 versus $1.57.

Guidance figures: 1 raised

• Adjusted EPS rose to $2.55: Adjusted operating earnings were $2.55 per share, up from $1.91 a year earlier. Average diluted shares were 360 million, against 314 million.
• GAAP EPS fell to $1.42: GAAP net income attributable to common shareholders was $513 million, or $1.42 per share, against $839 million, or $2.67 per share, a year earlier.

Guidance figures: 1 new, 3 kept

• Earnings rose on higher prices: Earnings were $3.9 billion, or $3.23 per share, against $2.0 billion, or $1.56, in the second quarter of 2025.
• Middle East and royalties offset growth: Lower 48 organic growth was more than offset by the Qatar impact from the Middle East conflict and higher Surmont royalties.

Guidance figures: 3 raised, 3 new

• Revenue grew 36% year-over-year: Revenue was $1,121,454 thousand, up from $826,760 thousand a year earlier and from $1,006 million in the first quarter, which grew 32%.
• Non-GAAP diluted EPS rose to $0.65: GAAP diluted EPS was $0.12, against $0.01 a year earlier. Non-GAAP diluted EPS was $0.65, against $0.46 a year earlier and $0.60 in the first quarter.

Guidance figures: 1 new, 1 kept

• Net income for common stock rose: The company reported second-quarter net income for common stock of $308 million, or $0.83 a share, against $246 million, or $0.68 a share, a year earlier.
• Adjusted earnings per share rose: Adjusted earnings were $308 million, or $0.83 a share, against $240 million, or $0.67 a share, with the 2026 period excluding transaction costs and HLBV effects.

Guidance figures: 4 kept

• Adjusted EPS rose to $0.88: Adjusted EPS was $0.88 against $0.82 a year earlier, with adjusted earnings of $208.5 million against $191.1 million.
• 2026 EPS guidance reaffirmed: The 2026 adjusted EPS range was reaffirmed, unchanged from the first quarter release.

Guidance figures: 3 lowered

• Revenue fell 4% in quarter: Adjusted revenue was $4.96 billion, down 4%, and organic revenue fell 5%. Adjusted revenue for the first half was $9.64 billion, down 3%, with organic revenue down 4%.
• Adjusted EPS down 26% in quarter: Adjusted net income was $982 million, against $1,364 million a year earlier. Adjusted EPS for the first half was $3.63, down 21%.

• Revenue rose 28% on World Cup: Quarterly revenue was $4.21 billion, up $925 million or 28%. Advertising rose 78% on the World Cup broadcast, and distribution revenue rose 5%.
• Adjusted EBITDA up 27% to $1.20 billion: Adjusted EBITDA was $1.20 billion, up $256 million or 27%, as the revenue increase was partly offset by higher expenses.

Guidance figures: 2 raised, 2 new

• Non-GAAP revenue up 11% comparable basis: Non-GAAP revenue was $1.336 billion, up 11%, on a comparable basis excluding the extra week in the prior-year quarter and including MoneyLion's stub period.
• GAAP revenue up 6%, operating income down 1%: GAAP revenue was $1.336 billion, up 6%. GAAP operating income was $443 million, down 1%, and GAAP diluted EPS was $0.36, up 65% from $0.22.

Guidance figures: 5 raised, 4 new

• Revenue up 24 percent year over year: Revenue was $2,547 million, with organic growth of 21% excluding net acquisitions; six-month revenue was $4,860 million, up 22%.
• Adjusted EBITDA up 39 percent: Adjusted EBITDA was $817 million at a 32.1% margin, about 340 basis points higher; growth was attributed to commercial aerospace, defense and gas turbines.

Guidance figures: 1 new, 4 kept

• Net sales rose on JDE Peet's: Reported net sales rose 75.6% to $7.3 billion, and 74.6% on a constant currency basis.
• Adjusted EPS rose 16.3%: Adjusted diluted EPS reached $0.57, up 16.3%, on higher Adjusted operating income.

Guidance figures: 1 kept

• Net sales rose 3.0%: Net sales were $3,955 million vs $3,839 million. Organic sales growth of 1.6% and a 1.4% foreign currency benefit made up the increase.
• Diluted EPS rose to $0.24: Adjusted diluted EPS was $0.31 vs $0.29 in the prior-year quarter, an increase of 7%. Diluted weighted-average shares were 1,923 million vs 1,928 million.

Guidance figures: 13 new, 3 kept

• Net sales rose 38% year on year: Net sales were $1.485 billion, up 38.0% from $1.076 billion a year earlier and up 13.2% sequentially, the company reported.
• GAAP and non-GAAP EPS reported: GAAP net income attributable to common stockholders was $202.0 million, or $0.37 per diluted share, against a loss of $46.4 million a year earlier. Non-GAAP EPS was $0.76.

• Net sales rose 20.2 percent: Net sales reached $2.54 billion. Currency added $48.5 million; currency-adjusted growth was 17.9 percent, and growth excluding Alcohol Brands was 20.8 percent.
• Net income and diluted EPS grew: Net income reached $584.5 million, up 19.6 percent. Diluted EPS was $0.59 against $0.50, and operating margin was 29.2 percent against 29.9 percent.

Guidance figures: 1 raised, 4 new, 3 kept

• Record sales and organic growth: Fourth-quarter sales rose 9.8% to a record $5.8 billion, with organic sales up 8.0%. Full-year sales were a record $21.5 billion, up 8.3%, with organic growth of 6.6%.
• Fourth-quarter EPS and adjusted EPS: Diluted EPS was $8.54, up 19% from $7.15 a year earlier. Adjusted EPS was a record $9.27, up 21%.

Guidance figures: 2 raised, 1 lowered, 4 new, 3 kept

• Revenue rose 14% reported: Revenue reached $2.0 billion, up 14% on a reported basis and 13% in constant currency. Foreign currency added about 60 basis points to growth.
• Diluted EPS rose 22%: Diluted EPS was $4.28 reported and $4.59 adjusted, both up 22% from the prior year. Adjusted figures exclude restructuring-related and other net charges.

Guidance figures: 1 kept

• Revenue rose 9% to $1.5 billion: Revenue was $1,464 million, up 9% reported and 8% in constant currency, with demand across sleep devices, masks, accessories and software solutions.
• Non-GAAP diluted EPS up 16%: Non-GAAP diluted EPS was $2.95 against $2.55, up 16%; management attributed the increase predominantly to sales growth and gross margin improvement. GAAP diluted EPS was $2.64, up 2%.

Guidance figures: 3 raised

• Revenue rose 4.6 percent: Total revenue was $4,430 million against $4,235 million. Growth came from recycling and waste organic growth, a small decline in environmental solutions, and acquisitions.
• Adjusted EBITDA margin held at 32.1 percent: Adjusted EBITDA was $1,423 million against $1,361 million, and the margin matched the prior-year quarter at 32.1 percent of revenue.

Guidance figures: 1 raised, 1 new, 4 kept

• GAAP EPS of $1.21: GAAP earnings were $796 million, or $1.21 per diluted share, against $461 million, or $0.71, a year earlier.
• Adjusted EPS of $1.16: Adjusted earnings were $762 million, or $1.16 per diluted share, against $583 million, or $0.89 a year earlier.

Guidance figures: 1 raised, 2 kept

• Adjusted EBITDA rose 38% year over year: Adjusted EBITDA was $1,603.1 million, up from $1,163.0 million a year earlier.
• G&P adjusted operating margin up 21%: G&P adjusted operating margin was $973.5 million, against $807.0 million a year earlier, from higher Permian inlet volumes driving fee-based margin, partly offset by lower natural gas prices.

Guidance figures: 5 raised, 1 lowered, 1 new, 2 kept

• Total revenue grew 5% reported: Total revenues were $3.76 billion, up 5% reported and 3.5% operational, with new product sales in Developed Markets and growth in Greater China named as drivers.
• Net loss reflects Tyrvaya charge: U.S. GAAP net loss was $119 million, or $(0.10) per diluted share, against a $4.6 million loss a year earlier. A non-cash charge of $177.8 million on Tyrvaya drove the loss.

Guidance figures: 1 new, 3 kept · Letter to shareholders

• Adjusted EBITDA fell 6% ex-FX: Adjusted EBITDA was $1.9 billion, down 4% reported and 6% ex-FX, as Streaming growth was more than offset by declines in Studios and Global Linear Networks.
• Streaming revenue passed $3 billion: Streaming revenue was $3,079 million, up 10% ex-FX. The letter says it was the first quarter above $3 billion in Streaming revenue.

Guidance figures: 2 raised, 9 lowered, 2 kept

• Revenue flat, down 1% organic: Revenue was $2.5 billion, flat on a reported basis and down 1% on an organic operational basis, against $2.474 billion a year earlier.
• Adjusted diluted EPS of $1.87: Adjusted net income was $781 million, or $1.87 per diluted share, down 1% reported and down 2% on an organic operational basis.

Guidance figures: 7 raised, 1 lowered, 1 kept

• Same-store NOI growth 13.2%: Total portfolio same-store NOI grew 13.2% against the second quarter of 2025, up from 12.1% in the first quarter. Management called it the tenth consecutive quarter of double-digit growth.
• Net income and NFFO both rose: Net income attributable to controlling interest was $30.6 million, or $0.16 per diluted share, against $9.9 million a year earlier. NFFO was $0.54 per diluted share, against $0.42.

Guidance figures: 13 new

• Sales up 32 percent year over year: Consolidated sales were $9,992 million, up 32 percent, or 30 percent on a constant currency basis. Six-month sales rose 35 percent to $19,466 million.
• Diluted EPS up 47 percent: Diluted EPS was $5.26, against $3.59 a year earlier, up 47 percent. Non-GAAP diluted EPS was $5.45, against $2.43, up 124 percent. Six-month diluted EPS was $9.81.

Guidance figures: 3 raised, 2 new

• Sales and earnings rose year-over-year: Sales were $1,261.1 million, up 11% from a year earlier and 10% from the first quarter. Net income attributable to ATI was $151.0 million, up 50%, with diluted EPS of $1.09 against $0.70.
• Adjusted EBITDA up 37% on sales: Adjusted EBITDA was $284.4 million, up 37% year-over-year and 23% from the first quarter. It equalled 22.6% of sales.

Guidance figures: 2 raised, 1 new

• Sales rose 5.8% on organic growth: Sales were $917.0 million against $866.5 million a year earlier. Organic growth was 4.3%, favorable foreign exchange added 1.5%, and both business segments grew organically.
• Full-year guidance raised: Management raised full-year 2026 adjusted EBITDA and adjusted EPS guidance, with the new ranges listed under guidance.

Guidance figures: 3 raised, 6 new, 4 kept

• Revenue rose 20% on Amicus products: Second-quarter revenue was $990 million, up $165 million, mainly from GALAFOLD and POMBILITI + OPFOLDA acquired from Amicus on April 27, 2026, plus new VOXZOGO patients across regions.
• GAAP net income fell to $45 million: GAAP net income was $45 million against $241 million, and GAAP diluted EPS was $0.23 against $1.23. Management attributed the decline mainly to Amicus integration, amortization and interest costs.

• Second-quarter revenue up 12.8%: Total revenues were $410.7 million, up 12.8% reported and 12.2% in constant currency. Subscriptions revenues were $378.6 million, up 13.6%, or 13.0% in constant currency.
• Resources sector led growth: Management said growth was led by the Resources sector, followed by Public Works / Utilities, including from the electric grid.

Guidance figures: 4 new

• GTV and total revenue each grew 14%: GTV was $10,351 million, up from $9,081 million, and total revenue was $1,043 million, up from $914 million; both grew 14% year-over-year.
• Adjusted EBITDA up 19%, net income down 4%: Adjusted EBITDA was $313 million, up 19% from $262 million. GAAP net income was $111 million, down 4% from $116 million.

• Revenue rose 10.6% to $817.9M: Revenue was $817.9 million, up 10.6% from $739.3 million. North America was $790.7 million and International was $27.2 million.
• Diluted EPS fell to $0.14: Net income was $55.3 million against $99.9 million. Adjusted diluted EPS was $0.36 against $0.47, and Adjusted EBITDA was $184.2 million against $210.3 million.

Guidance figures: 8 raised, 1 lowered, 1 kept

• Net income rose 9% per share: The company reported net income of $89.0 million, or $0.38 per diluted share, an increase of $0.03 from the prior year quarter.
• Normalized FFO rose 19%: Normalized FFO totaled $119.7 million for the quarter, up 19% on the prior year quarter, after excluding items the company does not treat as ongoing.

Guidance figures: 16 raised, 3 kept

• Sales rose 5% to $924 million: Reported sales were $924 million, up 5%. A&D sales rose 6% and Commercial sales rose 5%, with growth in both markets.
• Adjusted diluted EPS rose 15%: Adjusted diluted EPS was $3.72, up 15%. Reported diluted EPS was $4.07, including a $0.36 gain on equity securities that the adjusted measure excludes.

Guidance figures: 2 raised

• Total revenue fell year over year: Total revenues were $28.6 million, down from $66.8 million, when the second quarter of 2025 included $64.4 million of license and milestone revenue.
• MYQORZO product revenue reached $25.3 million: MYQORZO net product revenue was $25.3 million, with $23.0 million from the U.S. and $2.3 million from Europe.

• Revenue rose 0.9% to $631.5 million: Revenue was $631.5 million for the quarter, against $625.7 million a year earlier. Six-month revenue was $1,261.0 million, against $1,250.4 million.
• Paying users rose by 96,000: Paying users totaled 18.19 million, up from 18.13 million in the prior quarter. Management called this the third consecutive quarter of paying-user growth.

Guidance figures: 1 raised, 1 lowered, 2 new

• Revenue rose 7% year-over-year: Revenue was $156.6 million against $145.9 million a year earlier, an increase of 7%.
• Net income fell to $24.3 million: Net income was $24.3 million, a 15.5% margin, against $53.3 million and 36.5%. Diluted net income per share was $0.13, against $0.27.

Guidance figures: 3 raised, 1 lowered, 2 kept

• Sales rose 12.9%, organic 2.5%: Net sales were $807.6 million, up 12.9%. Core organic growth was 2.5%. Acquisitions added $55.5 million (7.8%) and currency added $18.6 million (2.6%).
• Core adjusted net income down 1%: Core adjusted net income was $83 million, or $1.33 diluted EPS, against $1.36 a year earlier. GAAP diluted EPS from continuing operations was $0.54, against $1.12. The reconciliation shows $33.4 million on the attributable line.

Guidance figures: 2 raised, 1 lowered, 6 new, 3 kept

• Revenue rose 7.1% year-over-year: Six-month net revenues reached $2.640 billion against $2.469 billion a year earlier, per the income statement.
• Adjusted EPS up 13.6%: The prior-year comparison was $0.88; six-month adjusted diluted EPS reached $1.98 against $1.72 a year earlier.

Guidance figures: 1 raised, 1 kept

• Net sales rose 5.9%: Net sales were $789.6 million, up 5.9% as reported and 5.6% in constant currency, from $745.3 million a year earlier.
• GAAP net income fell 25.3%: GAAP net income was $151.6 million, down 25.3%. Management attributed the decline to a $110.5 million bargain purchase gain recognized a year earlier on the Nevro acquisition.

Guidance figures: 3 raised, 4 kept

• Revenue rose 5.6% to $339.4M: Reported revenue was $339.4 million, up from $321.4 million a year earlier. Organic revenue growth was 5.9%.
• Adjusted operating income slipped 2.2%: Adjusted operating income was $79.3 million, down 2.2%. Adjusted operating margin was 23.4%, down 70 basis points. Adjusted diluted EPS was $1.14, up 3.6%.

Guidance figures: 4 raised, 2 kept

• Revenue rose 48% to $481.0 million: Total revenue was $481.0 million, up from $325.7 million a year earlier. The increase was primarily driven by royalty revenue growth and higher product sales.
• Royalties drove most of the growth: Royalty revenue was $307.7 million, up 50% from $205.6 million, and made up most of total revenue for the quarter.

• Six-month net income rose 0.5%: Net income for the six months ended June 30, 2026 was $198.0 million, or $3.18 diluted EPS, up from $197.0 million, or $3.16, a year earlier. Diluted EPS rose 0.6%.
• Three-month net income fell 4.3%: Net income for the three months ended June 30, 2026 was $95.8 million, or $1.54 diluted EPS, against $100.1 million, or $1.61, a year earlier. Net income and diluted EPS each fell 4.3%.

Guidance figures: 8 raised, 3 kept

• Revenue up 51% to $1.5 billion: Revenue was $1,473.1 million, up 51.5% from $972.4 million, with organic growth of 12.7%. SPX FLOW and aerospace and defense in CCT were named as drivers, along with share gains in MT.
• Operating income up 3%, margin down: Operating income was $180.3 million, up 3.0%. Operating margin was 12.2%, down 580 basis points, which management attributed mainly to acquisition-related intangible amortization and costs.

Guidance figures: 1 raised

• Net revenue rose 6.5%: Net revenues were $616.7 million versus $579.3 million a year earlier. Diluted EPS was $1.58 against $1.52, and net income rose 6.2% to $164.6 million.
• AFFO grew faster than FFO: AFFO was $247.9 million, up 10.1%, while FFO was $236.8 million, up 5.1%. Diluted AFFO per share rose 8.1% to $2.40 from $2.22.

• Revenue rose 2.7% to $388.2M: Worldwide revenue was $388.2 million, up 2.7% from $378.0 million a year earlier. Six-month revenue rose 2.0% to $765.5 million.
• Operating income up, adjusted down: Operating income rose 13.9% to $100.2 million. Adjusted operating income fell 6.9% to $142.0 million, and adjusted operating margin was 36.6% against 40.4%.

Guidance figures: 1 raised, 8 lowered, 1 kept

• Revenue of $1.28 billion: Third quarter revenue was $1.28 billion, against $1.35 billion a year earlier, and management described it as consistent with expectations entering the quarter.
• Diluted EPS rose to $1.95: Diluted EPS was $1.95 and adjusted diluted EPS was $2.22, against $1.86 and $2.16 a year earlier. Management attributed the improvement partly to efficiency initiatives, including automation and AI-enabled tools.

• Revenue rose 89% on NdPr sales: Consolidated revenue was $108.5 million against $57.4 million, from higher NdPr oxide and metal sales and stronger market pricing. The end of concentrate sales from July 2025 partly offset the gain.
• PPA Income added $17.6 million: Price protection agreement income of $17.6 million had no prior-year equivalent and was below the first quarter's $42.3 million. Six-month PPA Income was $59.9 million.

Guidance figures: 1 raised, 3 new

• Revenue rose 35.8% year over year: Revenue was $342.2 million, up 35.8% from $252.1 million a year earlier and 18.4% from $289.0 million in the prior quarter.
• GAAP operating margin reached 22.5%: GAAP income from operations was $77.1 million, or 22.5% of revenue, against $37.7 million, or 14.9%, a year earlier.

• Net revenue rose 62.2% to $1.99 billion: Net revenue was $1,993 million, up 62.2%. The increase included $697 million from the TEGNA acquisition and higher advertising and distribution revenue at legacy business units.
• Adjusted EBITDA rose 62.7% to $633 million: Adjusted EBITDA was $633 million, up 62.7%, with a margin of 31.8% against 31.7% a year earlier. Of the increase, $187 million came mainly from TEGNA.

Guidance figures: 8 new

• Record revenue, up 35% year-over-year: Revenue was $343.1 million, up 35.3% from $253.6 million a year earlier and up nearly 18% sequentially, a quarterly record.
• Net income and diluted EPS rose: Diluted EPS was $1.21 against $0.69 a year earlier; non-GAAP diluted EPS was $1.93 against $1.25, and GAAP net income was $60.1 million.

Guidance figures: 8 raised, 2 new, 4 kept

• Core RevPAR up 6.0%: Core RevPAR was $233.49, up 6.0%, or 7.1% excluding the Royal Palm. Management attributed growth to broad-based demand, group business and higher-rated leisure travel.
• Adjusted EBITDA up 8.6%: Adjusted EBITDA was $198 million, up from $183 million. Diluted EPS was $0.24 against a loss of $0.02, and diluted Adjusted FFO per share was $0.70, up 9.0%.

Guidance figures: 2 raised, 2 lowered, 7 kept

• Revenue rose 7.1% to $365.2 million: Total revenue rose $24.3 million, or 7.1%, to $365.2 million, driven mainly by the National Advertising Fund rate increase and higher royalties.
• Adjusted net income fell, adjusted EPS rose: Adjusted net income decreased $4.1 million to $68.4 million, or $0.88 per diluted share, from $72.6 million, or $0.86, in the prior year period.

Guidance figures: 4 new, 1 kept

• Net sales slipped in the quarter: Third-quarter net sales fell 1.8% to $1,948.0 million from $1,984.3 million a year earlier.
• Adjusted EBITDA down 5.0%: Adjusted EBITDA was $377.3 million, down 5.0%. Adjusted diluted EPS was $1.78 against $2.03 a year earlier.

Guidance figures: 1 kept

• Net income per share rose sharply: Net income available to RGA shareholders was $462 million, or $7.01 per diluted share, against $180 million, or $2.70, a year earlier.
• Adjusted operating income rose in quarter: Adjusted operating income was $586 million, or $8.89 per diluted share, against $315 million, or $4.72, in the prior-year quarter.

Guidance figures: 3 new, 7 kept

• Net loss widened to $290.6 million: The company reported a net loss of $290.6 million, or $0.26 per share, against a loss of $273.9 million, or $0.33 per share, a year earlier. Net loss attributable to Roivant Sciences Ltd. was $189.8 million.
• R&D rose on program and bonus costs: R&D expense was $202.0 million, up $49.1 million. Program-specific costs rose $49.4 million, and personnel costs rose $3.8 million, including $4.1 million of Moderna settlement bonuses.

Letter to shareholders

• Platform revenue grew 25%: Platform revenue was $1.22 billion, up 25% YoY, and total net revenue was $1.35 billion, up 22% YoY. Total gross profit was $674 million, up 35% YoY.
• Record net income and Adjusted EBITDA: Management reported net income of $164 million, Adjusted EBITDA of $254 million, and trailing twelve-month free cash flow of $704 million, all record highs.

Guidance figures: 5 raised, 5 kept

• Revenue rose 4.6% to $1.6 billion: Revenue was $1,599.7 million, up $70.8 million from $1,528.9 million, driven by commercial aerospace and business aviation, partly offset by pass-through elimination and lower CRS military sales.
• Adjusted diluted EPS up 24%: Adjusted Diluted EPS was $0.40, up from $0.32. The prior-year reconciliation is shown on the broadened Adjusted Diluted EPS definition.

Guidance figures: 1 lowered

• Diluted EPS up, sales down: Diluted EPS rose 10.6% to $0.52 and adjusted EPS rose 9.4% to $0.58, while net sales fell 3.0% to $1,823.5 million. Net income rose 12.0% to $110.9 million.
• Consolidated gross margin rose: Gross margin was 44.8% against 44.0%, and adjusted gross margin was 45.1% against 44.2% in the prior-year quarter.

Guidance figures: 4 raised, 2 lowered, 1 kept

• Second-quarter revenue rose 9.2%: Net revenues rose to $321.4 million, up 9.2% (8.0% constant currency), against the second quarter of 2025.
• Adjusted EBITDA rose 10.0%: Adjusted EBITDA was $165.7 million, up 10.0% (8.7% constant currency), against $150.7 million a year earlier.

Guidance figures: 1 new

• Distributable Earnings rose while GAAP income fell: Distributable Earnings were $151.5 million, or $0.40 per diluted share, against $147.3 million, or $0.39, in the first quarter. GAAP net income attributable to the company was $6.6 million, against $51.9 million.
• Commercial lending segment earnings rose: Commercial and Residential Lending distributable earnings were $185.7 million, or $0.49 per share, against $172.3 million, or $0.45, in the first quarter.

• Fiscal 2026 revenue rose 11%: Full-year revenue was $1.2 billion, up 11%, with Core IoT product sales up 43% and representing 33% of total sales.
• GAAP loss reflects tax charge: Fourth quarter GAAP net loss was $447.4 million, or $11.53 per basic share, including the tax charge described below; non-GAAP net income was $50.1 million.

Guidance figures: 2 raised, 4 new, 1 kept

• Sales passed $1 billion, up 37%: Second-quarter net sales were $1.0 billion, up 37% year on year and the first quarter at that level. Data center and networking, MI&I and A&D all grew.
• Non-GAAP EPS rose to $0.99: Non-GAAP net income was $106.9 million, or $0.99 per diluted share, against $0.58 a year earlier. GAAP diluted EPS was $0.77.

Guidance figures: 4 raised, 6 new

• Revenue grew 22% reported: Revenue was $1,499.1 million against $1,228.4 million a year earlier, up 22%. Organic revenue grew 17% to $1,426.4 million under the company's organic definition.
• Non-GAAP operating margin reached 19%: Non-GAAP income from operations was $284.6 million, up 29%, at a 19% margin against 18%. The measure excludes stock-based compensation and other listed items.

Guidance figures: 2 lowered, 3 kept

• Comparable sales rose 6.2%: Comparable restaurant sales rose 6.2% against 5.8% a year earlier, and store weeks rose 5.0%. For 26 weeks, comparable restaurant sales rose 6.7%.
• Diluted EPS fell 0.7%: Diluted EPS was $1.85 against $1.86. Management attributed the change to higher general and administrative and depreciation and amortization expenses, partly offset by restaurant margin dollars and share repurchases.

Guidance figures: 1 new, 1 kept

• Q3 GAAP and adjusted EPS both negative: Q3 GAAP diluted EPS was $(0.62) against $(0.76) a year earlier. Adjusted diluted EPS was $(0.20) against $(0.01). Net loss attributable to UGI was $(133) million against $(163) million.
• Utility operating income rose $10 million: Utilities operating income rose to $39 million from $29 million. Higher total margin of $13 million was partly offset by $3 million of extra depreciation from distribution spending.

Guidance figures: 4 kept

• Net sales, profit and EPS grew: Net sales rose 4.5% to $10.5 billion, net income rose 22.8% to $275 million and diluted EPS rose 29.2% to $1.24. Adjusted Diluted EPS rose 21.0% to $1.44.
• Adjusted EBITDA reached a record: Adjusted EBITDA rose 10.2% to $604 million. Management described it as a record, with Adjusted EBITDA margin up 29 basis points to 5.7%.

Guidance figures: 2 raised, 1 lowered, 4 new, 2 kept

• Sales fell on shipment timing: Reported sales fell 2.2% to $756.7 million. Core sales fell 0.2%: convenience retail demand was offset by a year-over-year shipment-timing headwind.
• Adjusted operating profit and margin rose: Adjusted operating profit reached $173.8 million, and the adjusted margin was 23.0%. Adjusted diluted EPS was $0.89, against $0.79 a year earlier.

Guidance figures: 3 kept

• Net sales rose 20.6%: Net sales reached $1,001.1 million, up from $829.9 million, with NDS contributing $94.7 million of stormwater sales.
• Adjusted EBITDA rose 28.8%: Adjusted EBITDA was $358.3 million, a 35.8% margin against 33.5% a year earlier, with the company citing NDS, volume and price/cost.

Guidance figures: 2 raised, 2 new, 2 kept

• Revenue rose 7% in the quarter: Total revenue was $430 million, up 7%, or 6% in constant currency. Recurring revenue was $336 million, up 5%, or 4% in constant currency.
• Adjusted diluted EPS rose 54%: Net income was $32 million, against $12 million a year earlier. GAAP diluted EPS was $0.31.

• Book value metrics reached record highs: Shareholders' equity per share reached $126.18, adjusted operating shareholders' equity per share $129.94, and ABV per share $189.72 as of June 30, all described as record per-share highs for the company.
• First-half GWP and PVP growth strong: Year-to-date 2026 gross written premiums were $151 million, up 26% from first-half 2025; present value of new business production was $152 million, up 48% from first-half 2025, led by U.S. public finance and global structured finance.

Guidance figures: 6 raised, 1 lowered, 1 new

• SaaS and license revenue grew 11.1%: SaaS and license revenue rose to $188.8 million from $170.0 million, and total revenue rose 9.2% to $277.7 million.
• GAAP earnings per share declined: GAAP net income attributable to common stockholders was $24.2 million, or $0.48 per diluted share, against $34.6 million, or $0.63 a year earlier.

• Quarterly revenue grew five percent YoY: Net revenues reached $183.9 million for Q2 2026, up $9.5 million or 5% from $174.4 million in Q2 2025, reflecting execution of long-term diversification strategy with newly launched products contributing growth.
• Adjusted diluted EPS increased year-over-year: Adjusted non-GAAP diluted EPS was $0.91 in Q2 2026 compared to $0.85 in Q2 2025, demonstrating profitability improvement despite competitive pricing dynamics in several product categories.

Guidance figures: 1 lowered, 2 kept

• Q2 2026 revenue grew 9% constant currency: Total Q2 revenue reached $125.8 million versus $113.0 million in Q2 2025, up 11% on a GAAP basis and 9% on a constant currency basis, driven primarily by On-X and stent grafts.
• On-X revenue accelerated to 18% growth: On-X revenues grew 18% on a constant currency basis in Q2 to $30.5 million from $25.6 million in Q2 2025, continuing to gain share from both mechanical and bioprosthetic valves.

Guidance figures: 2 raised, 3 new

• Revenue grew 21% year over year: Total revenue was $155.9 million, against $129.4 million a year earlier and $150.4 million in the first quarter. Products and subscriptions both grew.
• Subscriptions drove the growth: Subscriptions and services revenue was $93.0 million, 59.7% of total revenue, up 19.0% from a year earlier and from $90.1 million in the first quarter.

Guidance figures: 3 raised, 1 lowered, 2 new, 8 kept

• Revenue rose 49% to $972.5 million: Total revenue for the three months ended June 30, 2026 was $972.5 million, up 49% from $654.8 million. Care Partners revenue was $932.8 million, up 48% from $631.4 million.
• Adjusted EBITDA rose 43% in quarter: Adjusted EBITDA was $68.9 million, up 43% from $48.1 million, with a 7% margin, the same as the prior-year quarter. Adjusted EPS, diluted, was $0.80, up 45% from $0.55.

• Same-property revenue and NOI grew 6.9%: Same property revenue increased $4.7 million or 6.9%, while same property net operating income increased $3.4 million or 6.9%, driven by higher base rents and occupancy gains across the portfolio excluding the ramp-up property.
• Mixed-use portfolio surged 15.7% same-property: Mixed-use same property net operating income totaled $15.5 million, up 15.7%, driven predominantly by $2.5 million contribution from Twinbrook Quarter Phase I lease-up progress.

Guidance figures: 1 raised, 3 new, 1 kept

• Revenue rose 13% in quarter: Revenue was $251.0 million, up 13% from the prior year. Six-month revenue was $494.5 million, up 14%.
• International revenue grew, management cited momentum: International revenue was $24.7 million, against $19.3 million a year earlier. Six-month International revenue was $48.3 million, against $36.4 million. Management cited continued momentum in its International business.

• Service revenue declined sequentially and yearly: Service revenue was $235.6 million, down 1.5% from Q1 2026 and down 4.3% from Q2 2025.
• Adjusted EBITDA rose 1.3% sequentially: EBITDA, as adjusted for cash paid under the IP Transit agreement, was $71.1 million, up 1.3% from Q1 2026, with a 30.2% margin against 29.3%. Reported EBITDA was $46.1 million.

Guidance figures: 1 new

• Sales increased on prices and production growth: Net sales increased $102.9 million sequentially to $752.1 million, driven by higher realized metal prices and increased production from Mt. Holly expansion and Grundartangi Line 2 restart during quarter.
• Aluminum shipments rose 6.3 percent: Aluminum shipments increased to 130,632 tonnes from 122,865 tonnes in Q1, driven primarily by production from Mt. Holly expansion and recovery of Grundartangi Line 2 capacity.

Guidance figures: 7 raised, 1 lowered, 5 kept

• Adjusted EBITDA reaches $324 million: Adjusted EBITDA $323.6 million in Q2 compared to $179.9 million in Q1, an 80 percent increase
• Operating cash flow doubles to $250 million: Operating cash flow reached $250.4 million in Q2 versus $119.4 million in Q1, demonstrating strong underlying cash generation

Guidance figures: 1 raised, 2 lowered, 1 kept

• JORNAY PM revenue growth accelerated to 41%: JORNAY PM net revenue reached $46.1 million in Q2, up 41% year-over-year from $38.9 million in Q1 and $32.6 million in Q2 2025. Prescriptions grew 13.1% year-over-year and prescriber base reached all-time high of over 30,000 healthcare providers, up 17.6% year-over-year.
• Salesforce deployment ahead of back-to-school season: Expanded ADHD salesforce fully trained and deployed ahead of important back-to-school selling season. Two complementary ADHD medicines now positioned under single commercial platform to enhance ability to serve healthcare providers and patients.

Guidance figures: 3 raised, 2 kept

• Revenue rose 10.0% year on year: Revenue was $606.0 million, up from $550.8 million. Net income attributable to the Company rose 46.5% to $65.3 million, with diluted EPS of $0.51 against $0.35.
• Adjusted EBITDA up 22.5%: Adjusted EBITDA was $140.9 million, with a 23.3% margin against 20.9% a year earlier. Adjusted EPS was $0.52 against $0.37.

Guidance figures: 2 raised, 1 new, 1 kept

• Second-quarter EPS was $1.05: Second-quarter net income was $25.4 million, or $1.05 diluted EPS, against $23.9 million and $1.02 a year earlier. Year-to-date net income was $84.7 million, or $3.51.
• Adjusted EPS up 8.0% year to date: Adjusted EPS, which excludes Florida City Gas acquisition and integration expenses, grew 8.0 percent year to date. Second-quarter Adjusted EPS was $1.05 against $1.04 a year earlier.

Guidance figures: 4 raised, 4 new, 1 kept

• Gross margin reached company record 33.2%: Gross profit increased 21 percent year-over-year to $104.3 million, with gross margin expanding 635 basis points to 33.2%, a company record.
• Adjusted EBITDA nearly doubled guidance: Adjusted EBITDA surged 279 percent year-over-year to $30.8 million, nearly doubling the high end of guidance of $15.5 million, with adjusted EBITDA margin expanding 730 basis points to 9.8 percent.

Guidance figures: 2 new

• Enrollment and revenue both grew: Total enrollment reached 99,472, up 8.4%, the twelfth straight quarter of growth. Revenue was $501.4 million, up 9.7% year-over-year.
• Fiscal adjusted EPS grew 23.7%: Fiscal 2026 diluted EPS was $7.04 and adjusted EPS was $8.25. Fiscal revenue was $1,954.1 million, up 9.3%.

Guidance figures: 1 raised, 1 lowered, 2 kept

• Revenues increased 16.9% to $543.7 million: Q2 revenues of $543.7 million rose $78.4 million or 16.9% YoY, driven by acquisitions, positive collection and disposal pricing, and increased landfill volumes. Organic growth combined with M&A contribution.
• Operating cash flow up 15.3% year-to-date: YTD operating cash flow of $161.0 million increased $21.4 million or 15.3% versus prior year. Adjusted Free Cash Flow of $78.1 million increased $7.3 million or 10.3%, demonstrating strong cash conversion.

Guidance figures: 3 raised, 6 new

• Sales rose 4 percent: Sales were $2.01 billion against $1.94 billion a year earlier.
• Adjusted EBITDA rose $60 million: Adjusted EBITDA was $207 million, a 10.3 percent margin, against $147 million, or 7.6 percent, a year earlier.

• Record Q2 operating cash flow of $133M: Operating cash flow reached $133 million, a record second-quarter achievement. Strong collections improved the quality and liquidity of accounts receivable, while inventory streamlining enhanced cash generation.
• Revenue increased 10% sequentially: Total revenue was $1,307 million in Q2, up 10% sequentially from $1,183 million in Q1 and up 13% in the U.S. segment, the largest contributor to growth.

• Merger agreement with Nielsen parent: DV agreed to a merger with Neptune BidCo US Inc., parent of Nielsen Holdings, under which Nielsen will acquire DV. The agreement is dated August 6, 2026.
• Revenue rose 3% in quarter: Second quarter revenue was $193.8 million, up from $189.0 million a year earlier. Six-month revenue was $374.6 million, up 6%.

• Sales increased 15.6 percent: Sales reached $576.5 million in Q2 2026, up from $498.7 million in Q2 2025. Sales per business day were $9,150 compared to $7,916 in the prior year period.
• Diluted EPS rose to $1.76: Diluted earnings per share increased to $1.76 from $1.43 in Q2 2025, up 23 percent, based on 16.3 million diluted shares outstanding.

Guidance figures: 4 kept

• Organic growth accelerated despite reported deceleration: Q2 reported sales of $583 million grew 3% year-over-year while organic growth improved to 5%, compared to Q1's 5% reported and 3% organic. The divergence reflects currency and divestiture headwinds masking underlying demand strength.
• Recon maintained organic growth amid deceleration: Reconstructive segment achieved 8% reported growth and 6% organic growth in Q2, down from 11% reported in Q1 but sustaining the same organic rate, showing durable underlying demand.

Guidance figures: 3 raised, 4 lowered, 4 new, 2 kept

• Q2 revenues reached $1.415 billion: Revenues increased to $1.415 billion, up 4.5% year-over-year or $61.3 million. On organic constant currency basis, growth was 3.4%, with foreign exchange headwind of 1.1 percentage points.
• GAAP operating income up 20.4%: GAAP income from operations increased to $152.2 million from $126.5 million, up $25.7 million. Operating margin expanded to 10.8% from 9.3% year-over-year.

Guidance figures: 2 raised, 1 new

• Q3 sales increased 14 percent: Q3 2026 sales reached $339 million, up 14% from $296 million in Q3 2025, with organic growth of 8%
• Backlog reached record levels: Total backlog reached record $1.54 billion at June 30, 2026, providing strong visibility into future revenue

Guidance figures: 4 raised

• Full-year guidance raised on execution: Management raised full-year revenue to $1.67 - 1.71 billion, adjusted EBITDA to $472 - 486 million, adjusted net income to $214 - 225 million, and adjusted diluted EPS to $1.23 - 1.29 based on strong year-to-date performance.
• Outpaced expectations and long-term targets: Results exceeded prior quarter expectations and long-term revenue growth algorithm target, supported by 20 enterprise bookings, exceptional base growth, upsell and cross-sell outperformance, and consistent new logo wins.

Guidance figures: 1 raised, 1 lowered, 3 new, 1 kept

• Subscription revenue accelerated to 14 percent: Subscription revenue growth accelerated to 14 percent year-over-year, outpacing overall revenue growth of 10 percent.
• Third consecutive quarter of accelerating growth: CEO stated Q2 marks third consecutive quarter of accelerating subscription revenue growth with AI revenue accelerating even faster.

Guidance figures: 1 lowered, 4 new, 1 kept

• Powersports sales surged 22.5% year-over-year: Powersports net sales increased 22.5% compared to prior year. This strength drove overall PVG net sales growth and helped offset automotive-related product line declines.
• Ford F-150 chassis shortage limits AAG upfits: Aftermarket Applications Group growth constrained by limited Ford F-150 chassis availability following Novelis Oswego aluminum facility fires. Excluding divested operations, AAG would have grown 0.9%.

Guidance figures: 5 raised, 1 lowered, 2 new, 3 kept

• Revenue rose 5% to $645 million: Revenue of $645 million came from about 3% higher realized price and about 1% higher volume, according to management.
• Net income and diluted EPS rose: Net income rose to $125 million from $111 million, and diluted EPS to $1.76 from $1.48.

• Same-park Adjusted EBITDA rose 7%: Same-park Adjusted EBITDA was $249 million, up $16 million from $233 million. Management said the improvement reflects performance from the current operating portfolio.
• Same-park attendance up 4%: Same-park attendance rose 449,000 visits, supported mainly by season pass visitation. Management cited continued strength in its season pass and membership programs.

Guidance figures: 2 raised, 2 lowered, 6 new

• Quarterly revenues increased 15 percent: Q2 2026 revenues $732.1M versus $636.2M in Q2 2025, a 15% increase reflecting normalization of contracts entered in 2025.
• Net income surged 63 percent: Q2 2026 net income $47.5M ($0.36 per diluted share) versus $29.1M ($0.21) in Q2 2025, a 63% increase.

Guidance figures: 1 raised, 1 kept

• Q2 net sales increased 13.8 percent: Second quarter net sales of $820.0 million increased 13.8% year over year, or 14.2% on a constant currency basis, driven by growth across all reportable segments and regions with broad-based strength.
• Titleist equipment segment up 20.3 percent: Titleist golf equipment net sales of $545.9 million increased 20.3% year over year on a constant currency basis, driven primarily by higher golf club sales volumes and higher average selling prices in golf balls.

Guidance figures: 1 raised, 1 new, 4 kept

• Adjusted Recurring NII rose 26% to $107M: Adjusted Recurring Net Investment Income totaled $107 million in Q2, up 26 percent from $85 million in Q2 2025, reflecting larger portfolio and higher yields supplemented by growing management fee income.
• Managed Assets grew 20% to $17.6B: Managed Assets increased 20 percent year-over-year to $17.6 billion, comprised of the $8.2 billion Portfolio, securitized assets, and co-investment structures, reflecting elevated demand for electric generation assets.

• Pre-tax income and net income increased year-over-year: Pre-tax income of $111 million and net income of $83 million in Q2 2026, compared with $94 million and $70 million in Q2 2025. Diluted EPS of $5.60 versus $5.18.
• Book value per share increased sequentially: Book value per share increased to $86.60 at end of Q2 2026 from $84.41 at end of Q1 2026, reflecting retained earnings and share buybacks during the period.

Guidance figures: 1 raised, 1 kept

• Record second quarter revenue achieved: Net revenue reached record $777.8 million for Q2, up 2.3 percent from $760.3 million in prior year, boosted by acquisition contributions offsetting same-branch sales decline of 0.6 percent.
• Commercial markets drive segment growth: Commercial same-branch sales increased 10.4 percent, with heavy commercial exceeding 20 percent growth. Commercial represented 18 percent of installation revenue, growing to $141.0 million for the quarter.

Guidance figures: 4 raised

• Revenue up 1%; organic growth 6%: GAAP revenue was $551.7 million against $548.9 million. Excluding the IV Solutions divestiture and currency, non-GAAP organic revenue grew 6%.
• Infusion Systems grew fastest: Infusion Systems revenue was $189.0 million against $167.7 million, with organic growth of 12%, the largest dollar gain of the three product lines.

Guidance figures: 4 raised, 1 lowered, 7 kept

• Compression revenue rose 7.4%: Compression Infrastructure revenue reached $315.1 million, up from $293.5 million a year earlier. Total company revenues were $391.1 million for the quarter.
• Adjusted EBITDA rose 21.7%: Adjusted EBITDA was $216.8 million, up from $178.2 million in the second quarter of 2025, with an adjusted EBITDA percentage of 55.4%.

Guidance figures: 2 raised, 7 new

• Adjusted EBITDA guidance increased: Raised full year 2026 Adjusted EBITDA to $1.04B-$1.1B from $950M-$1.05B; midpoint increased 7% from original February guidance reflecting stronger volumes and operational performance.
• Midstream Logistics segment surges: Midstream Logistics Adjusted EBITDA of $204.8M, up 35% year-over-year, reflecting strong system performance and improved commodity margins.

Guidance figures: 2 lowered, 3 kept

• Adjusted EBITDA fell 7.9 percent to $71 million: Adjusted EBITDA declined $6.1 million to $71.0 million in Q2 2026 from $77.1 million in Q2 2025. Decline was driven by higher raw material costs, unfavorable pricing in RUPS, higher freight and legal costs, and impact of 2025 divestitures, partly offset by lower operating costs.
• PC adjusted EBITDA jumped 31.4 percent: Performance Chemicals adjusted EBITDA surged $9.0 million to $37.7 million in Q2 2026 from $28.7 million in Q2 2025, up 31.4 percent. Increase driven by higher sales volumes and lower raw material costs of $1.3 million, partly offset by increased logistics expenses.

Guidance figures: 2 raised, 1 new

• Record revenue with strong organic growth: Revenue reached $182.1M in Q2 2026, up 58.2% year-over-year with 24.4% organic growth, reflecting strength across all end-markets.
• Tactical Missiles led segment growth: Tactical Missiles and Integrated Defense Systems revenue reached $63.0M, up 55.4% year-over-year from production scaling and emerging programs transitioning to production.

Guidance figures: 3 raised, 3 new, 1 kept

• Revenue surged 26% to $435.4M: Quarterly revenue reached $435.4 million from $345.3 million in Q2 2025. Growth driven by net clinician additions, improved clinician productivity, and higher per-visit revenue.
• Visit volumes increased 19% to 2.6M: Second quarter visit volumes reached 2.6 million, up 19% from prior year. Volume growth reflects expanded clinician capacity and improved productivity per clinician.

Guidance figures: 1 raised, 2 new, 5 kept

• Royalty revenue rose 32% year-over-year: Royalties totalled $48.0 million, up 32%, driven mainly by Filspari, Zelsuvmi and Ohtuvayre royalties.
• Adjusted EPS rose 48% to $2.37: Adjusted net income was $50.8 million, or $2.37 per diluted share, against $1.60 a year earlier, with management attributing the increase to royalty growth.

Guidance figures: 5 new, 3 kept

• GMV and revenue both grew: Consolidated GMV reached $453.0 million, a new quarterly record, up 10%. Revenue was $129.6 million, up 8%.
• Net income and diluted EPS rose: GAAP net income was $10.4 million, up 41%, and diluted EPS was $0.32, up 39%. Net income growth exceeded non-GAAP growth because prior-year business realignment expenses did not recur.

Guidance figures: 3 new

• Active Riders reached record 30.5 million globally: Active Riders hit 30.5 million globally, the highest ever, representing 17 percent year-over-year growth and the seventh consecutive quarter of double-digit growth.
• Gross Bookings surged to record $5.5 billion: Gross Bookings reached $5.5 billion in the second quarter, up 23 percent year-over-year, delivering record levels with acceleration during the quarter.

Letter to shareholders, Letter to shareholders

• Revenue fell 27% on lower bitcoin price: Revenue was $174.9 million, down 27% from $238.5 million a year earlier. The company attributed about $65.9 million of the decline to a 28% lower average bitcoin price, partly offset by higher bitcoin production.
• Net loss reflects bitcoin fair value loss: Net loss was $611.3 million, or $1.60 per diluted share, against net income of $808.2 million, or $1.84 per diluted share, in Q2 2025. The company cited a $343.0 million unrealized bitcoin mark-to-market loss.

Guidance figures: 1 raised, 1 lowered, 2 new, 4 kept

• Net income increased 55.5% year-over-year: Consolidated net income of $21.3 million in Q2 2026 versus $13.7 million in Q2 2025.
• Diluted EPS grew 42.9% from prior year: Earnings per share of $0.10 in Q2 2026 versus $0.07 in Q2 2025.

Guidance figures: 1 kept

• Revenue up 17.8% year on year: The company reported second quarter 2026 total revenue of $202.9 million. Brokerage commissions and financing fees were both higher than in the prior-year quarter.
• Net income positive against prior loss: Net income was $3.9 million, or $0.10 per diluted share, compared with a net loss of $11.0 million, or $0.28 per diluted share, in the second quarter of 2025.

• Second quarter results posted: The company reported that it posted its 2026 second quarter financial results on August 6, 2026.
• Same materials filed on Form 8-K: The release states that the same materials will also be available on a Form 8-K filed with the SEC.

Guidance figures: 1 raised, 1 lowered, 4 kept

• Total production grew 9% year-over-year: Second quarter 2026 production averaged 145,659 Boe per day, up from 134,094 Boe per day in second quarter 2025. Oil represented 47% of production at 68,275 Bbls per day, down from 76,944 due to temporary Permian shut-ins. Natural gas hit record 464,330 Mcf per day, up 35% year-over-year.
• Net income and EBITDA significantly improved: Second quarter GAAP net income was $236.6 million or $2.19 per diluted share. Adjusted EBITDA of $401.0 million was up 17% sequentially from first quarter 2026, driven by 13% improvement in realized commodity prices per Boe. Adjusted Net Income was $122.5 million or $1.13 per adjusted diluted share.

Guidance figures: 3 raised, 4 kept

• Sales accelerated sharply in Q2: Consolidated net sales grew 15% year over year to $2.4 billion, accelerating significantly from 1% growth in Q1 2026.
• Gross profit growth exceeded sales growth: Gross profit increased 18% year over year to $521.6 million, outpacing sales growth of 15%, with gross margin expanding 60 basis points to 21.7%.

Guidance figures: 3 kept

• Total revenue grew 12.7% to $210.4M: First quarter revenue $210.4 million versus $186.7 million prior year; GAAP net income $21.8 million per diluted share of $0.29 versus prior year loss of $3.7 million.
• Product revenue accelerated 17.8%: Product revenue $86.0 million (41% of total) versus $73.0 million (39%) prior year, showing accelerating growth; product backlog increased to $33 million with $28 million fulfillable.

• Revenue excluding interest up 10%: Revenue excluding interest income was $222.2 million, up 10% from $202.3 million a year earlier, on 15% volume growth led by B2B.
• Net loss against prior-year profit: The company reported a net loss of $2.4 million, or $(0.01) diluted EPS, against net income of $19.5 million a year earlier; other financial expense, net was $10.6 million.

Guidance figures: 6 raised, 1 lowered, 1 new, 2 kept

• Revenue rose 6.5% reported, 3.2% organic: Revenue was $265.7 million, up 6.5% from $249.5 million. Organic growth was 3.2%, excluding currency effects and the $5.9 million Breathe Right contribution.
• Adjusted EPS of $0.98 versus $0.95: Adjusted diluted EPS was $0.98 against $0.95. Adjustments of $0.36 per share covered acquisition costs, Pillar5 remediation costs and related tax effects.

Guidance figures: 1 kept

• Revenue rose 19% to $61.5M: Total revenue was $61.5 million, up 19% from $51.7 million a year earlier and up from $60.1 million in the first quarter. Six-month revenue was $121.7 million.
• Volume-based revenue rose to $12.4M: Volume-based revenue was $12.4 million, up from $9.2 million in the first quarter and $8.5 million a year earlier. This category covers Cimetrix runtime licenses, secureWISE data and Gainshare.

• Adjusted EBITDA rose $52.5 million: Consolidated Adjusted EBITDA was $312.6 million against $236.1 million. Management attributed the increase to disciplined execution of its strategy.
• Record quarterly Retail revenue: Retail revenues were $1.5 billion, a quarterly record. Management tied this to performance across the portfolio and four recently completed development projects.

Guidance figures: 1 raised, 5 lowered, 4 new, 2 kept

• Revenue rose 5.3% to $350.5 million: Revenue was $350.5 million, up 5.3%. Growth in clients and covered lives was partially offset by the prior large client's non-renewal.
• Net income and diluted EPS higher: Net income was $28.1 million, or $0.34 per diluted share, against $17.1 million, or $0.19. Management cited higher operating profit and lower stock-based compensation, partly offset by lower interest income and higher taxes.

Guidance figures: 5 raised, 1 lowered, 6 new

• Diluted EPS rose 21% in quarter: Diluted EPS was $0.75 against $0.62, up 21.0%. Adjusted diluted EPS was $0.80 against $0.67, up 19.4%. Net income was $48.0 million against $41.0 million.
• CTU operating income fell on legal fees: CTU operating income was $44.5 million, down 5.1%, including higher legal fees on previously disclosed matters. CTU revenue was $115.5 million, up 0.9%.

Guidance figures: 5 new, 3 kept

• Revenue declined 10.7% year-over-year: Second quarter revenue was $1,688.2 million, down $202.5 million or 10.7% versus Q2 2025, primarily from lower renewable energy revenue in the Energy segment.
• Gross margin fell to 4.9%: Gross profit as a percentage of revenue fell to 4.9% in Q2 2026 from 12.3% in Q2 2025, driven by lower margins in both Energy and Utilities segments.

Guidance figures: 6 raised, 1 lowered, 1 kept

• Revenue and gross profit rose: Total revenue was $632.6 million, up 21.4 percent from $521.2 million. Gross profit was $128.9 million, up 14.3 percent from $112.8 million.
• Net income and operating income rose: Operating income was $11.8 million against $3.3 million. Net income attributable to Privia was $9.0 million, up 236.7 percent, and diluted EPS was $0.07 against $0.02.

Guidance figures: 1 lowered, 7 new

• First full year of net profitability achieved: Peloton reported GAAP Net Income of $63M for FY26, the first full year of profitability in company history, versus net loss of $119M in FY25. Operating income was $161M versus loss of $36M.
• Total revenue flat in Q4, 2 percent growth for full year: Q4 total revenue was $608M, essentially flat versus $607M in Q4 FY25. Full year FY26 revenue of $2,446M was $6M above guidance, representing 1.8% growth from FY25.

Guidance figures: 4 lowered, 7 kept

• Diluted EPS $0.24 against $0.28: Diluted EPS was $0.24 against $0.28 a year earlier. Adjusted diluted EPS, a non-GAAP measure, was $0.46 against $0.41. Six-month diluted EPS was $0.46 against $0.56.
• Domestic company-owned revenue fell $37 million: Domestic company-owned restaurant revenue fell about $37 million, of which about $25 million related to restaurants refranchised in the fourth quarter of 2025. Segment adjusted EBITDA was $6.6 million against $9.9 million.

Guidance figures: 4 lowered

• Labs growth led by non-China markets: Labs revenue of $383 million grew 4% reported and 2% constant currency. Outside China, Labs grew 9% both reported and constant currency, offset by China Labs decline of 19.6%.
• Point of Care accelerates on demand rebound: Point of Care revenue of $108 million grew 16% reported and constant currency, with Triage growing 10% reported and 9% constant currency, indicating respiratory recovery from weak Q1.

Guidance figures: 3 new

• Fourth quarter revenue and earnings records: Fiscal Q4 revenue reached $373.9 million, up 43% year-over-year, with GAAP net income of $19.1 million or $0.33 per diluted share, up 496% from prior-year quarter.
• Adjusted EBITDA accelerated in Q4: Adjusted EBITDA for Q4 was $41.4 million, up 87% year-over-year, and adjusted net income per diluted share was $0.50 for the quarter.

Guidance figures: 1 raised, 2 new

• Revenue grew 93% year-over-year to $575M: Total revenues of $575 million in second quarter 2026 increased 93% from $299 million in second quarter 2025, driven by Inigo acquisition and combined mortgage and specialty insurance growth.
• Net earned premiums surged 116% year-over-year: Net premiums earned reached $504 million, up 116% from $234 million in prior year period, reflecting both strong underlying business growth and Inigo contribution.

Guidance figures: 2 raised

• Full truckload volume grew 2% year-over-year: Full truckload volume increased 2 percent year-over-year in second quarter, with overall Brokerage volume expanding 2 percent for truckload and 3 percent for less-than-truckload. Full truckload volume improved every month throughout the quarter.
• Spot mix surged 900 basis points sequentially: Truckload spot mix reached 42 percent of volume in second quarter compared to 33 percent in first quarter, representing 900 basis point sequential increase. Spot mix also increased 1,500 basis points year-over-year.

Guidance figures: 2 raised, 22 new, 2 kept

• Revenue rose 4% to $712 million: Revenue was $712 million, up 4% from $687 million a year earlier. Operating income rose 4% to $93 million, and operating margin was unchanged at 13.0%.
• Normalized Adjusted EBITDA up 19%: Normalized Adjusted EBITDA was $151 million, up 19%, at a 21.2% margin against 18.5%. Adjusted EBITDA was $143 million, up 21%, at a 20.1% margin.

Guidance figures: 3 raised

• GMV and revenue both grew: GMV grew 37.9% to $1.3 billion. Total revenue grew 51.7% to $149.7 million, and revenue as a share of GMV rose to 11.7% from 10.6%.
• Net income and EPS rose: Net income was $40.8 million, up 47.7%, with diluted EPS of $1.17 against $0.78. Adjusted net income was $39.3 million, up 58.4%, with adjusted diluted EPS of $1.13 against $0.70.

Guidance figures: 7 raised, 4 lowered, 1 new

• Net income rose to $26.0 million: Net income attributable to common stockholders was $26.0 million, or $0.14 per diluted share, against $6.8 million, or $0.03, a year earlier. Six-month figure was $41.9 million, or $0.22 per share.
• Andaz Miami Beach lifted reported RevPAR: Including Andaz Miami Beach, RevPAR rose 9.3%; excluding it, RevPAR rose 4.3%. The gap between the two readings reflects Andaz, which was renovated during 2025.

Guidance figures: 1 raised

• Management and advisory fees rose 27%: Management and advisory fees, net reached $269.2 million, up from $211.2 million a year earlier. Fee revenues were $270.9 million and adjusted revenues were $300.6 million.
• Performance fees fell 28% year on year: Total performance fees were $109.7 million against $153.1 million a year earlier. Total revenues were $378.9 million, up 4% from $364.3 million.

Guidance figures: 1 raised, 4 lowered, 1 new, 1 kept

• Revenue up 28.9%, 4.7% underlying: Second-quarter revenue from continuing operations was $570.3 million, up 28.9% reported. Pro forma adjusted constant currency growth, which includes prior-year acquired revenue, was 4.7%.
• GAAP EPS fell, adjusted EPS rose: GAAP diluted EPS from continuing operations was $0.96, down from $1.54. Adjusted diluted EPS was $1.76, up from $1.73, after $0.80 of per-share adjustments in the quarter.

Guidance figures: 2 raised, 4 lowered, 2 kept

• Orders rose 6.6% in the quarter: Orders totaled $339.5 million, up 6.6%, with growth across most regions. Backlog built to $127 million.
• Adjusted diluted EPS declined: Adjusted diluted EPS was $0.83 against $1.49 a year earlier, with lower gross margin and higher operating costs partly offset by fewer shares.

Guidance figures: 2 lowered, 5 kept

• Worldwide sales grew 6% to $254.6 million: Worldwide sales increased 6% year-over-year to $254.6 million from $240.7 million. Sales grew 5% in constant currency. U.S. sales rose 5% to $179.3 million and international sales grew 7% to $75.3 million.
• Pump shipments reached 33,000 units worldwide: Total worldwide pump shipments exceeded 33,000 units in Q2 2026. U.S. shipments were more than 22,000 pumps compared to approximately 21,000 prior year. International shipments were approximately 11,000 pumps versus approximately 9,000 pumps in Q2 2025.

• Revenue fell 7% year-over-year: Continuing-operations revenue was $441.9 million. Experiences rose 3% while Hotels and Other fell 21%, from continuing operations.
• Adjusted EBITDA margin was 17.3%: Total Adjusted EBITDA from continuing operations was $76.4 million, against $97.2 million in the second quarter of 2025.

Guidance figures: 6 raised, 2 kept

• Net income fell on prior-year gain: Net income per diluted share was $0.14 against $0.46. Management attributed the decline to a $49.5 million gain on sale in the second quarter of 2025.
• FFO as Adjusted per share rose: FFO as Adjusted was $0.40 per diluted share against $0.36. Management cited rent commencements, higher net recovery revenue, lease termination income and accretive capital recycling.

Guidance figures: 3 kept

• Hospital affiliation integration milestone achieved: Completed integration of 31 existing clinics into two hospital partnerships in Q2 2026. NYU Langone partnership (Metro subsidiary) integrating 60 clinics and Gulf Coast partnership integrating 10 clinics. 39 clinics remain to integrate in Q3.
• EBITDA improvement expected in back half: Hospital integration combined with front desk virtualization, cash-based program expansion, and remote therapeutic monitoring expected to accelerate year-over-year adjusted EBITDA improvement in H2 2026 and propel momentum into 2027.

Guidance figures: 4 raised, 2 lowered

• Contract sales surge 22 percent year-over-year: Vacation Ownership contract sales increased 22% year-over-year to $545 million, driven by higher average transaction size from product and operational enhancements.
• Volume per guest accelerates 23 percent: VPG increased 23% year-over-year to $4,477, reflecting higher average transaction size as the primary driver of contract sales growth.

Guidance figures: 2 raised, 1 new, 2 kept

• Revenue fell 3.8 percent: Total revenue was $1,644 million against $1,708 million a year earlier. Excluding SportsEngine, revenue fell 2.8%, with platforms growth offsetting part of the linear distribution decline.
• Net income fell 30.1 percent: Net income attributable to Versant was $211 million against $302 million. Management cited lower revenue and public company costs as the main drivers.

Guidance figures: 1 kept

• Revenue down 4%, net income down 91%: Total revenues were $306.7 million, down 4% from Q2’25. Net income was $3.0 million and diluted EPS was $0.09, both down 91% from Q2’25.
• Adjusted core EPS rose 3%: Adjusted core EPS was $1.19, up 3% from Q2’25. The company presents this non-GAAP measure and reconciles it to diluted EPS in the release.

Guidance figures: 1 new, 4 kept

• Revenue rose 9.8% to $235.5 million: Net revenue was $235.5 million, up $21.0 million or 9.8% from the prior-year quarter.
• Active Customers and spend per customer grew: Active Customers reached 2.71 million on a trailing 12-month basis, and Average Revenue per Customer was $336.

Guidance figures: 3 raised

• Leasing revenue inflected to year-over-year growth: Leasing revenue of $450 million grew 1.5% year-over-year in Q2, achieving the inflection point earlier than previously guided, driven by large projects and a significant event.
• Unit activation growth third consecutive quarter: Year-over-year modular unit activation grew for the third consecutive quarter, supported by large project and event activity aligned with Enterprise Accounts and verticals strategy.

Guidance figures: 2 new, 3 kept · Letter to shareholders

• Net revenue rose 1% to $376M: Net revenue was $376 million, up 1% from the second quarter of 2025, with advertising down 3% and other revenue up 98%.
• Net income fell to $32M: Net income was $32 million, or $0.57 per diluted share, against $44 million, or $0.67, a year earlier. Net income margin was 8%, down three points.

Guidance figures: 1 raised, 1 kept

• Fee-related earnings rose 20%: Fee-related earnings were $808 million, or $0.50 per share, against $676 million a year earlier. Trailing twelve-month fee-related earnings were $3.2 billion, or $1.97 per share.
• Distributable earnings rose 15%: Distributable earnings were $707 million, or $0.44 per share, against $613 million a year earlier. Trailing twelve-month distributable earnings were $2.8 billion, or $1.75 per share.

Guidance figures: 3 raised, 1 lowered, 1 new, 20 kept

• Net sales rose 31% on higher prices: Net sales were $1.7 billion, up 31% from $1.3 billion, driven by higher pricing in Energy Storage and Specialties and higher Specialties volume.
• Adjusted EBITDA up 155% to $858M: Adjusted EBITDA was $858 million, up 155%, or 49.2% of net sales against 25.3% a year earlier. Management attributed the increase mainly to pricing in both segments, Specialties volumes and cost and productivity gains.

• Revenue and net income both rose: Revenue reached $18.6 billion, up 11.8%. Net income applicable to common shareholders was $3.2 billion, against $2.1 billion a year earlier.
• Adjusted earnings per share rose 51%: Adjusted net income was $2.3 billion, or $8.99 per diluted share, against $5.94 a year earlier, a 51.3% increase. Six-month adjusted EPS was $19.65.

Guidance figures: 1 raised, 1 lowered, 1 kept

• Production exceeded guidance: Reported production was about 410,000 BOE per day and adjusted production 347,000 BOE per day, both above guidance. U.S. oil ran 2,500 barrels per day above guidance.
• Free cash flow of $738 million: Free cash flow was $738 million in the quarter, against $134 million a year earlier, and $1.2 billion for the first half. Net cash provided by operating activities was $1.7 billion.

Guidance figures: 3 new

• Revenue rose 53 percent: Second-quarter revenue was $1,924 million, against $1,259 million a year earlier. Six-month revenue was $3,766 million, up 56 percent.
• Adjusted EBITDA rose 58 percent: Adjusted EBITDA was $1,614 million, against $1,018 million, with a margin of 84 percent against 81 percent. Six-month Adjusted EBITDA was $3,171 million, up 62 percent.

Guidance figures: 4 kept

• Earnings reached $7.33 per share: Fiscal year highlights report $7.33 per diluted share on net income of $1.2 billion for the quarter ended June 30, 2026.
• Fiscal 2026 EPS guidance reaffirmed: Fiscal 2026 EPS guidance of $8.40 - $8.50 was reaffirmed, after the May release raised it from $8.15 - $8.35.

Guidance figures: 2 raised, 1 new, 3 kept

• Revenue grew 35% to $904 million: Net sales were $904 million, up 35% year over year, the tenth consecutive quarter of revenue growth above 30%.
• Adjusted EBITDA up over 40%: Adjusted EBITDA was $242 million, a 26.8% margin, up more than 40% year over year on higher revenue and tariff refunds.

Guidance figures: 2 kept

• Net sales rose 10.0 percent: Net sales were $6,572 million, up 10.0 percent from $5,977 million a year earlier. The six-month figure was $12,252 million, up 9.6 percent.
• Operating income rose 2.0 percent: Operating income was $429 million, up 2.0 percent from $420 million a year earlier. Selling and administrative expenses rose faster than gross profit.

• Second-quarter profit and EBITDA rose: Second-quarter net earnings were $727 million, or $4.73 per diluted share, against $386 million, or $2.37. Adjusted EBITDA was $1,192 million against $761 million.
• First half boosted by litigation gain: First-half net earnings were $1.34 billion, or $8.71 per diluted share, and include a litigation settlement gain of about $170 million.

Guidance figures: 6 raised, 2 lowered, 6 kept

• Revenue rose 5.1 percent to $84.8 billion: Revenue was $84.8 billion, up from $80.7 billion a year earlier. The release attributes the increase to growth in both reportable segments.
• Adjusted EPS rose 12.0 percent to $4.48: GAAP diluted EPS was $3.94, up 11.9 percent from $3.52. Adjusted diluted EPS was $4.48, up 12.0 percent from $4.00; the adjusted measure excludes items such as acquisition amortization.

Guidance figures: 4 raised, 3 lowered, 4 new, 2 kept

• Revenue up 21%, organic up 10%: Revenues rose 21% to $1,338.8 million from $1,102.0 million a year earlier. Organic revenue growth was 10% after adjusting for fuel prices, fuel price spreads and foreign exchange.
• Adjusted EPS up 36%: Adjusted net income per diluted share was $7.00, against $5.13 a year earlier, up 36%. GAAP diluted EPS was $3.70, down 7% from $3.98.

Guidance figures: 5 raised, 2 lowered, 1 new, 2 kept

• Organic revenue growth highest since 2023: Revenue was $1.00 billion, down 2.7% from $1.03 billion a year earlier. Organic revenue rose 0.1%, the highest organic growth level since the third quarter of 2023.
• GAAP loss from divestiture charge: GAAP result was a loss of $(0.03) per diluted share, against $1.06 a year earlier. The main cause was a $63.7 million loss, or $1.40 per share, on the CDMO and Cell Solutions divestiture.

Guidance figures: 9 raised, 2 kept

• Revenue rose 7.3% to $106.1 billion: Total revenues were $106.1 billion against $98.9 billion a year earlier, with revenue growth in all operating segments.
• GAAP EPS rose to $2.31: GAAP diluted EPS was $2.31 against $0.80. Operating income rose 97.5% to $4,703 million, helped by the absence of $833 million in prior-year legacy litigation charges.

Guidance figures: 1 lowered, 4 new, 1 kept

• Total Orders rose 27%: Total Orders reached 970 million, up 27% Y/Y. Management attributed the increase mainly to consumer growth and the Deliveroo acquisition.
• Net income fell, Adjusted EBITDA rose: GAAP net income attributable to common stockholders was $200 million, down 30% Y/Y. Adjusted EBITDA was $914 million, or 2.8% of Marketplace GOV.

Guidance figures: 1 raised, 3 new, 7 kept

• Revenue and pre-tax income rose: Revenues rose 7% to $25.2 billion and income before income taxes rose 14% to $3.6 billion. Total segment operating income rose 21% to $5.6 billion.
• GAAP EPS fell on A+E impairment: Diluted EPS was $1.51 against $2.92 a year earlier. The quarter includes an $812 million impairment of the A+E investment within restructuring and impairment charges.

Guidance figures: 7 new, 2 kept

• Revenue and GMV grew 15%: Revenue was $3,134 million, up 15% as reported and 14% on an FX-neutral basis. Total GMV growth was also 15% as reported.
• Non-GAAP EPS reached $1.60: Non-GAAP net income from continuing operations was $727 million, or $1.60 per diluted share, against $1.36 a year earlier.

Guidance figures: 3 raised, 3 new

• Bookings and revenue grew double digits: Gross bookings rose 12% to $33.9 billion, with B2B up 21% and B2C up 8%. Revenue rose 14% to $4.3 billion, with B2B revenue up 23%.
• Adjusted EBITDA margin expanded 196 basis points: Adjusted EBITDA rose 23% to $1.12 billion, a 25.9% margin. Operating income rose 65% to $800 million.

Guidance figures: 6 lowered, 2 kept

• Adjusted net revenue up 34%: Adjusted net revenue rose 33.8% to $3.16 billion. On a normalized basis it rose about 4%.
• GAAP revenue higher, GAAP EPS lower: GAAP revenue was $3.32 billion, up 68.6%. GAAP diluted EPS was $0.05 against $0.99 a year earlier.

Guidance figures: 11 raised, 5 lowered, 2 kept

• Comparable RevPAR rose 7.0%: Comparable hotel RevPAR rose 7.0% in the quarter, with management attributing the increase primarily to higher room rates.
• Total RevPAR rose 5.9%: Comparable hotel Total RevPAR rose 5.9% for the quarter, with room rates and food and beverage spend as drivers.

Guidance figures: 4 raised, 4 new

• Revenue rose 18.5% to $2.0 billion: Total revenues were $2,029 million against $1,712 million a year earlier. Excluding foreign exchange, revenue rose 17.6%. Year to date revenue rose 20.0%.
• Adjusted EBITDA rose 15.7%: Adjusted EBITDA was $727.0 million, up 15.7% reported and 14.9% on a constant currency basis. Year to date Adjusted EBITDA rose 18.8%, or 17.1% excluding foreign exchange.

Guidance figures: 6 raised, 3 lowered, 1 kept

• Net sales fell 1.4% year over year: Net sales were $6.3 billion, down 1.4%. Currency added 0.5 points and divestitures removed 0.6 points; organic net sales fell 1.3%.
• Adjusted operating income down 18.4%: Adjusted operating income fell to $1.0 billion. Higher advertising and lower volume/mix were the main causes, per management.

Guidance figures: 2 raised, 3 lowered, 1 kept

• Revenue rose 48% to $23.0 billion: Q2 revenue was $22,974 million, up from $15,558 million. Volume rose 60%, partly offset by a 13% fall in realized prices. Six-month revenue was $42,773 million, up 51%.
• Reported EPS rose 26% to $7.94: Non-GAAP EPS was $8.38, up 33% from $6.31. Reported and non-GAAP EPS both include $3.03 of acquired IPR&D charges, against $0.14 a year earlier. Six-month reported diluted EPS was $16.19.

Guidance figures: 2 raised

• Revenue rose 8% to $105.4 billion: Total revenue was $105.4 billion, up 8%, led by North American Pharmaceutical and Oncology & Multispecialty growth.
• Adjusted EPS rose 20% to $9.93: Adjusted EPS was $9.93 against $8.26, up 20%. Diluted weighted-average shares were 119.2 million, down from 125.5 million a year earlier.

• Adjusted earnings rose 15 percent: Adjusted earnings reached $1.6 billion, up 15 percent reported and 14 percent in constant currency. Management attributed the increase to favorable underwriting and broad-based volume growth.
• Group Benefits earnings up 25 percent: Group Benefits adjusted earnings were $503 million, up 25 percent, reflecting favorable underwriting and volume growth. Adjusted premiums excluding participating contracts were $5.1 billion, up 4 percent.

Guidance figures: 2 raised, 2 new

• Sales rose 13% to $3.1 billion: Sales were $3.1 billion, up 13% from the year-ago quarter, with growth in North America and International.
• GAAP and non-GAAP EPS both rose: GAAP diluted EPS was $3.33, up 10%. Non-GAAP EPS was $4.41, up 24%, excluding about $1.08 per share of adjustments.

Guidance figures: 2 kept

• GAAP EPS was $0.09: GAAP net income available to common shareholders was $45.5 million, or $0.09 diluted EPS, against $102.2 million, or $0.22, in the second quarter of 2025.
• Adjusted EPS was $0.16: Non-GAAP consolidated adjusted EPS was $0.16 on $77.6 million of adjusted net income, against $0.22 and $101.9 million a year earlier.

• Fourth quarter revenue and profit rose: Fourth quarter revenue rose 11% to $2.34 billion. Net income from continuing operations rose 167% to $230 million, mainly on higher Total Segment EBITDA and lower impairment and restructuring charges.
• Full-year revenue and EBITDA grew: Fiscal 2026 revenue rose 7% to $9.03 billion, net income from continuing operations rose 15% to $743 million, and Total Segment EBITDA rose 15% to $1.63 billion.

Guidance figures: 5 raised, 1 lowered, 4 kept

• AFFO per share rose 3.8%: AFFO per share was $1.09 against $1.05 in the prior-year quarter; six-month AFFO per share was $2.22 against $2.11.
• Occupancy held at 98.8%: Occupancy was 98.8% at June 30, 2026, against 98.9% at March 31, 2026, with 188 properties available for lease or sale.

Guidance figures: 1 raised

• Diluted EPS of $2.75: Net income attributable to common stockholders was $2.8 billion, or diluted EPS of $2.75. Adjusted EPS from continuing operations was $2.40, against $1.06 in the first quarter.
• Realized crude price rose 38%: Worldwide realized crude oil averaged $96.78 per barrel, up 38% from the first quarter, against average WTI of $92.79 and Brent of $97.06.

Guidance figures: 3 raised, 3 lowered, 5 new, 1 kept

• Revenue rose 23.5%: Revenue was $801.7 million, up 23.5%, or 22.7% in constant currency, compared with $649.1 million in the prior year quarter.
• Adjusted EPS rose 41.5%: Adjusted net income was $115.0 million, or $1.66 per diluted share. Adjusted net income rose 37.4% and adjusted diluted EPS rose 41.5% from $83.7 million and $1.17.

Guidance figures: 1 kept

• Reported earnings reached $3.8 billion: Reported diluted EPS was $9.55 against $0.51 in the first quarter, and adjusted diluted EPS was $9.41 against $0.49.
• Refining adjusted pre-tax income rose: Refining adjusted pre-tax income was $3,086 million against $208 million in the first quarter, mainly on higher realized margins. Midstream, Chemicals and Marketing and Specialties also increased.

Guidance figures: 10 new

• Fourth quarter revenue up 51%: Fourth quarter revenue was $8.97 billion, up 51% sequentially from $5.95 billion. GAAP net income was $6.90 billion, or $43.97 per diluted share, against $3,615 million in the third quarter.
• Non-GAAP earnings per share $39.25: Non-GAAP diluted net income per share was $39.25 for the fourth quarter, against $23.41 in the third quarter. Non-GAAP net income was $6,162 million.

Guidance figures: 3 raised

• Reported sales up 2.2%: Net sales were $2,209 million, up 2.2% reported and 9.5% organic from $2,161 million. Divestitures lowered reported growth by 8.3 points, mainly from the sold Purification and Filtration business. Currency added 1.0 point.
• Organic growth led by volume and mix: Management said growth in all reportable segments was mainly volume and product mix, including an expected benefit from advance orders placed before ERP cutovers.

Guidance figures: 2 raised, 2 lowered, 1 new, 3 kept

• Revenue rose 7% year over year: Total revenue was $1,492.7 million, against $1,391.1 million. Constant currency organic revenue growth was 6%. Management cited share gains in consumables and services.
• Adjusted EPS rose to $2.59: Adjusted net income was $253.4 million, or $2.59 per diluted share. As reported net income was $200.1 million, or $2.04 per diluted share, against $1.79 a year earlier.

Guidance figures: 1 kept

• Net income and diluted EPS rose: Consolidated net income was $153.9 million, or $2.23 per diluted share, against $142.9 million in the first quarter. Management described this as record net income.
• Revenue rose on royalty and surface income: Total revenues were $246.1 million, up from $236.8 million in the first quarter, with growth led by oil and gas royalty and easements income.

Guidance figures: 4 new

• Consumers and trips both grew: Monthly Active Platform Consumers averaged 208 million, up 16% year over year. Trips reached 3.9 billion, up 18% from 3,268 million.
• Gross Bookings grew 22% in constant currency: Gross Bookings were $58.0 billion, up 24% reported and 22% in constant currency, with Mobility, Delivery and Freight each growing.

Guidance figures: 10 raised

• Revenue rose 44% year over year: Revenue was $3,747 million, up 44% from $2,605 million a year earlier and 12% from $3,337 million in the third quarter.
• Sandisk stake gain added to GAAP income: GAAP interest and other income was $1,684 million, including a $2,050 million gain on the retained Sandisk interest. Non-GAAP results exclude that gain.

Guidance figures: 4 raised · Letter to shareholders

• Gross profit up 25% year over year: Gross profit reached $3.17 billion in the second quarter, up 25% from $2.54 billion a year earlier, led by Cash App and Square.
• Adjusted margin reached 27%: Adjusted Operating Income was $864 million, a 27% margin on gross profit against 22% a year earlier. Adjusted Diluted EPS grew 65% to $1.02.

Guidance figures: 6 raised, 1 kept

• Sales rose 4.8% in the quarter: Net sales were $2.177 billion, up 4.8% reported, 4.7% constant currency and 4.0% organic constant currency, from $2,077.3 million a year earlier.
• Adjusted EPS flat, reported EPS higher: Diluted EPS was $1.03, up 33.8% from $0.77. Adjusted diluted EPS was $2.07, consistent with the prior year period. Adjusted net earnings were $399.6 million.

Guidance figures: 2 kept

• Diluted EPS $2.99, core EPS $2.82: Diluted EPS was $2.99 against $2.07, including $0.17 of after-tax non-core gains. Core net operating EPS was $2.82 against $2.14.
• Pretax P&C income at second-quarter high: Pretax P&C operating income was $350 million, a second-quarter record, against $273 million a year earlier.

Guidance figures: 1 raised, 2 lowered, 4 new, 1 kept

• Record quarterly sales rose 48%: Fourth-quarter sales were $8.3 billion, up 48% year over year and 17% sequentially.
• Electronic Components sales rose 49%: EC sales were $7.8 billion, up 49.0% year over year and 17.0% sequentially, with EC operating margin of 4.1% against 3.0%.

Guidance figures: 3 new, 2 kept

• Revenue up 7% on AMS/DRS growth: Revenue was 1,392 million, up 7% on a GAAP basis and 4% in constant currency. Management tied this to AMS/DRS organic growth of mid-teens or better, its 14th consecutive quarter.
• Operating profit flat; non-GAAP up 15%: GAAP operating profit was 133 million, flat, with a 9.6% margin. Non-GAAP operating profit rose 15% to 190 million, lifting that margin to 13.6%, up 100 bps.

Guidance figures: 1 kept

• Net income turned to $956 million: Net income available to shareholders was $956 million, or $16.53 per diluted share, against $60 million a year earlier and a $792 million loss in the first quarter of 2026.
• Adjusted earnings rose from prior year: Adjusted earnings were $258 million, or $4.45 per diluted share, against $198 million a year earlier. No notable items were recorded, while the first quarter had a $12 million unfavorable item.

Guidance figures: 6 kept

• Second-quarter adjusted EPS $0.54: Q2 GAAP diluted EPS was $0.50, against $0.38 a year earlier. Adjusted EPS was $0.54, excluding $0.04 of after-tax merger costs.
• Electric operating income up $12.1M: Electric operating income was $61.1 million against $49.0 million, on revenue of $226.3 million against $219.9 million. Management cites the Ready Wyoming project.

Guidance figures: 4 raised, 1 kept

• Revenue grew 32.5% year over year: Company-operated shops and franchising both contributed to total revenue, which reached $550.9 million from $415.8 million.
• Adjusted EBITDA rose 27.8%: Adjusted EBITDA was 20.6% of revenue, against 21.4% a year earlier. The figure is a non-GAAP measure reconciled in the press release.

Guidance figures: 4 raised, 5 lowered, 8 kept

• Sales rose on currency: Net sales of $3,648 million rose about 0.3%. Organic net sales fell 1.2% as stronger foreign currencies were offset by lower market production and Battery Energy Systems sales.
• Adjusted EPS up 17.4%: Adjusted EPS of $1.42 compared with $1.21. The increase reflected higher adjusted operating income and a lower share count from 2025 and 2026 repurchases.

Guidance figures: 9 new

• Fourth-quarter revenue rose 17.6%: Quarterly revenue was $2,709.1 million, up 17.6%, with 11.6% organic growth and 15.2% sequential growth. Diluted EPS was $7.05, down 1.3%.
• Annual EBITDA reached $1.17 billion: EBITDA was $353.1 million in the quarter, up 33.5%, and $1,173.9 million for the year, up 21.4%, with a full-year EBITDA margin of 12.3%.

Guidance figures: 7 raised, 6 lowered, 4 kept

• Revenue rose on full-quarter acquisitions: Revenue reached $1.1 billion, up 27% quarter over quarter and 126% year over year, with the first full quarter of New Afton and Rainy River included.
• Adjusted EBITDA held near prior quarter: Adjusted EBITDA was $478 million, slightly higher quarter over quarter and up 124% year over year. GAAP net income was $122 million, or $0.12 per share, after a non-cash $140 million impact from purchase price allocation on Rainy River stockpile inventory.

Guidance figures: 1 kept

• Pre-tax income of $274 million: Income before provision for income taxes was $274 million under U.S. GAAP, a 24.4% margin, compared with a $179 million pre-tax loss in the first quarter.
• Record Fee Related Earnings reported: The company reported record Fee Related Earnings and its highest Distributable Earnings in nearly four years.

Guidance figures: 6 new

• Record revenue, up 17 percent: Revenue was $291 million, up 17% from $249 million a year earlier.
• Adjusted EPS up 80 percent: Adjusted diluted EPS was $0.45 against $0.25, up 80%. GAAP diluted EPS was $0.43 against $0.24, and the company counted this as its eighth consecutive quarter of growth.

Guidance figures: 5 raised, 4 lowered, 1 kept

• Net income fell 21%: Net income was $64 million, or $1.41 per diluted share, down 21% from the same period of 2025. Management attributed the decline mainly to a higher net reimbursable deficit.
• Adjusted EBITDA rose 6%: Adjusted EBITDA reached $175 million, up 6%, and adjusted diluted EPS was $2.02, up 5% from the same period of 2025.

Guidance figures: 7 raised, 4 lowered, 5 new, 7 kept

• Oil volumes at high end: Oil volumes were 165.4 MBopd, at the high end of the 162.5 to 165.5 MBopd guidance range and up from 158.0 MBopd in 1Q26.
• LOE per Boe rose: LOE was $10.28/Boe, against $9.87 in 1Q26 and $10.02 in 2Q25, within the $9.70 to $10.70 guidance range.

Guidance figures: 5 new, 2 kept · Letter to shareholders

• Revenue up 13 percent year over year: Revenue was $459.7 million, up two percent sequentially and 13 percent year over year, which the company described as a first-quarter record.
• Smartphone custom components in demand: Management reported demand for custom products shipping into smartphones, including boosted amplifiers and smart codecs expected to ship across multiple smartphone generations.

Guidance figures: 1 raised, 1 lowered, 8 kept

• Sales rose 22%, organic 3%: Net sales were $493.2 million, up 22.0% from $404.4 million. Acquisitions added $74.6 million, organic sales $11.3 million (2.8%) and foreign exchange $2.9 million.
• Adjusted EPS $1.10, up 13%: GAAP diluted EPS was $0.61 against $0.43. Adjusted EPS, which excludes special items, was $1.10 against $0.97 a year earlier.

Guidance figures: 4 raised, 7 lowered, 7 new, 3 kept

• Revenue rose 16% in the quarter: Total revenue was $555 million, up 16% as reported and 15% in constant currency. Subscription revenue was $530 million, up 16%.
• Record new logo ARR growth: New logo ARR growth was above 160%, which the company described as a record.

Guidance figures: 3 raised, 4 new, 3 kept · Letter to shareholders

• Daily active users grew 23%: DAUs averaged 58.7 million, up 23% year over year and up two points from Q1. MAUs reached 140.6 million, up 10%.
• Revenue rose 18% to $298.5M: Revenue was $298.5 million, up 18%, or 17% in constant currency. Gross profit rose 19% to $216.7 million.

Guidance figures: 5 raised, 1 kept

• Revenue and Adjusted EBITDA both rose: Net operating revenue was $1,597.4 million, up 9.6% from $1,457.7 million. Adjusted EBITDA was $348.0 million, up 9.2% from $318.6 million.
• Full-year guidance raised on three measures: Full-year 2026 guidance was raised for net operating revenue, Adjusted EBITDA and adjusted EPS. Revenue is now $6,410 to $6,490 million, Adjusted EBITDA $1,365 to $1,395 million and adjusted EPS $6.02 to $6.25.

Guidance figures: 6 raised, 1 lowered, 5 new, 1 kept

• Organic growth of 8%, led by U.S.: Revenue rose 10% reported to $1,368 million, or 8% organic constant currency. U.S. Pet Health and U.S. Farm Animal each grew 11% organic, with volume driving much of Pet Health growth.
• Adjusted EBITDA rose 21%: Adjusted EBITDA was $288 million against $238 million, and adjusted EBITDA margin was 21.2% against 19.2% a year earlier.

Guidance figures: 5 raised, 2 kept

• Net sales grew 36%: Net sales rose 36% to $479.4 million, with growth in retailer and e-commerce channels in the US and internationally.
• Gross margin rose to 83%: Gross margin rose about 1,400 basis points to 83%, including about 1,050 basis points from IEEPA tariff refunds.

Guidance figures: 3 lowered, 4 kept

• Total revenue rose year on year: Total revenues were $628.7 million, against $568.3 million a year earlier and $610.8 million in the first quarter of 2026.
• GAAP and non-GAAP EPS reported: GAAP net income was $212.1 million, or $0.82 per diluted share, against $0.65 a year earlier. Non-GAAP diluted EPS was $0.91, excluding stock-based compensation.

Guidance figures: 1 lowered

• Adjusted earnings rose to $1.39: Adjusted net earnings were $370 million, or $1.39 per share, against $318 million, or $1.16 per share, a year earlier.
• Title contributed most of earnings: The Title segment contributed $339 million of adjusted net earnings, against $260 million a year earlier. The F&G segment contributed $65 million.

Guidance figures: 1 raised, 5 lowered, 5 new, 1 kept

• Revenue grew 20% as reported: Total revenue was $911.7 million, up 20% as reported and 17% in constant currency versus Q2 2025.
• Customers reached 306,446: Customer count was 306,446 at June 30, 2026, up 14% from a year earlier.

Guidance figures: 1 new, 4 kept

• Revenue fell 3% on both bases: Revenue was $3.6 billion, down 3% both reported and in constant currency, from $3.7 billion in the prior-year quarter.
• Adjusted results also declined: Adjusted pretax loss was $37 million against adjusted pretax income of $128 million. Adjusted EBITDA was $512 million, compared with $647 million a year earlier.

Guidance figures: 2 raised, 1 lowered, 2 kept

• Revenue grew 10.8% reported: Second-quarter revenue was $390.6 million, up 10.8% reported and 9.8% in constant currency, from $352.5 million a year earlier.
• Cardiopulmonary grew 11.2% reported: Cardiopulmonary revenue was $221.6 million, with Europe up 26.3% reported, Rest of World up 9.9% and U.S. up 2.2%.

Guidance figures: 6 lowered, 5 new, 2 kept

• Net sales fell $90 million: Net sales were $664 million against $755 million a year earlier. Siding net sales fell 4% and OSB net sales fell $68 million, while Other net sales were $41 million against $45 million.
• Net income and diluted EPS declined: Net income was $26 million, or $0.38 per diluted share. Management cited the Adjusted EBITDA decline, partly offset by the absence of $17 million of 2025 impairment, a $12 million lower tax provision and an $8 million smaller foreign currency loss.

Guidance figures: 11 new

• Revenue rose to $1,248 million: Revenue was $1,248 million, against $1,078 million in the first quarter and $973 million a year earlier, up 28.3% year on year. Six-month revenue was $2,326 million, against $1,910 million.
• Adjusted EBITDA reached $358 million: Adjusted EBITDA was $358 million, a 28.6% margin, against $277 million (25.7%) in the first quarter and $240 million (24.7%) a year earlier.

Guidance figures: 11 raised, 1 lowered, 15 new, 2 kept

• Oil output above guidance range: Oil averaged 126,106 barrels per day, above the 123,000 to 125,000 range; total output averaged 215,631 BOE per day, up 3% year over year.
• Federal lease sale added acreage: The May 2026 Federal lease sale added 5,154 net undeveloped Delaware Basin acres and over 141 net operated locations across nine or more prospective formations.

Guidance figures: 2 raised, 3 new, 3 kept

• Net income rose on higher prices: Net income attributable to Murphy was $232.2 million, or $1.59 per diluted share, against $22.3 million a year earlier. Management attributed the increase to stronger commodity prices and continued operational outperformance.
• Output at upper end of guidance: Total net production excluding NCI was 168,995 BOEPD, against 174,236 BOEPD in the first quarter. The company cited Tupper Montney well performance as the main driver.

Guidance figures: 3 new, 9 kept

• Net income and EPS rose sharply: Net income was $209.1 million, or $11.27 diluted EPS, against $145.6 million, or $7.36, a year earlier. Six-month net income was $345.4 million.
• Adjusted EBITDA rose on fuel contribution: Adjusted EBITDA was $377.3 million against $286.0 million. Six-month Adjusted EBITDA was $655.2 million against $443.4 million.

Guidance figures: 5 raised, 2 lowered, 1 kept

• Core FFO and AFFO per share grew: Core FFO and AFFO per diluted share were each about 6% above the prior-year quarter. Net earnings per diluted share were $0.52 against $0.54, with lower disposition gains and higher impairment losses.
• Annualized base rent continued to rise: ABR was $934.6 million at March 31, 2026, and rose further in the second quarter, up 7.3% from the prior-year quarter.

Guidance figures: 3 raised, 3 new

• Revenue up 10.3%, organic 9.3%: Reported revenue rose $24.8 million, or 10.3%, with foreign exchange adding 1.0 point. Organic growth was 9.3%, the highest organic growth quarter since Q1 2023, management said.
• Adjusted EPS and EBITDA both rose: Adjusted Diluted EPS rose 17.1% to $0.89 and Adjusted EBITDA rose 16.4% to $60.7 million, a 22.8% margin. GAAP diluted EPS was $0.30, against $0.12 a year earlier.

Guidance figures: 3 raised, 1 kept

• Core sales grew 5.0% in quarter: Sales were $731 million. Total sales growth was 7.1%; acquisitions and currency translation account for the gap between total and core growth.
• Adjusted diluted EPS rose 58%: Adjusted diluted EPS was $0.41 against $0.26, up 58%. GAAP diluted EPS was $0.33 against $0.16 a year earlier.

Guidance figures: 2 raised, 5 new, 3 kept

• Digital subscription revenue up 16.4%: Digital-only subscription revenues were $407.9 million, up 16.4 percent, from more average digital-only subscribers and higher digital-only ARPU.
• Adjusted operating profit up 16.1%: Operating profit was $118.0 million, up 10.8 percent, and adjusted operating profit was $155.3 million, up 16.1 percent.

Guidance figures: 3 new, 6 kept

• Net sales flat, adjusted EBITDA margin 24%: Second-quarter net sales of $2,756 million were level with $2,747 million a year earlier. Adjusted EBITDA was $660 million against $703 million, a 24% margin versus 26%.
• Doors sales down 7%, margin 11%: Doors net sales were $513 million, down 7%, with EBITDA of $57 million, an 11% margin against 14%. Six-month Doors sales fell 10% to $988 million.

Guidance figures: 3 raised, 2 lowered, 2 kept

• Revenue up 10.6%, gross profit up 20.8%: Total revenues were $258.8 million, up 10.6% from $234.0 million. Gross profit was $68.7 million, up 20.8%, and gross margin was 26.5% against 24.3%.
• Adjusted EBITDA up 6.9% to $143.9 million: Adjusted EBITDA was $143.9 million, up 6.9%. The company attributed the increase to Energy Storage contributions, including elevated merchant revenues and portfolio expansion.

Guidance figures: 3 raised, 3 new, 8 kept

• Oil output rose 3% quarter-on-quarter: Oil averaged 198,071 Bbls/d, up 3% from the first quarter. Total production was 376,409 Boe/d, against 412,850 Boe/d in the first quarter, after gas and NGL curtailments.
• Ground game lifted working interest: Second-quarter completions carried a 7% higher average working interest than the company originally expected. High-return workover projects rose by over 50% quarter-over-quarter.

Guidance figures: 1 kept

• Revenue and net income increased: Total revenues were $865 million, up 9%. Net income was $202 million, up 13%, and adjusted operating revenues were $863 million, up 8%.
• Investment segment pre-tax income up 31%: ISP revenues were $361 million, up 21%. Sales-based commission revenues rose 17%, largely in line with commissionable sales.

Guidance figures: 1 new, 6 kept

• Revenue rose to $450.5 million: Revenue was $450.5 million, against $209.6 million a year earlier. Stream revenue was $311.0 million and royalty revenue $139.6 million.
• Net income rose to $236.4 million: Net income attributable to Royal Gold stockholders was $236.4 million, or $2.78 per diluted share, against $132.3 million or $2.01. Higher revenue and gains on marketable securities drove the increase.

Guidance figures: 2 raised, 4 lowered, 5 new, 1 kept

• Sales rose 4.2% in quarter: Net sales were $1,558.4 million, up 4.2%, and up 3.3% on an organic basis.
• Guidance narrowed, midpoint held: Management said the top line is unchanged and that the adjusted EPS midpoint is held at $10.60, including refunds.

Guidance figures: 4 new, 2 kept

• Pro forma earnings and Adjusted EBITDA rose: Net income attributable to Rayonier was $19.1 million, or $0.06 per diluted share. Pro forma net income was $31.5 million, or $0.10 per diluted share, and Adjusted EBITDA was $123.7 million.
• Northwest Adjusted EBITDA nearly quadrupled: Northwest Timber Adjusted EBITDA was $26.3 million, driven by 364,000 tons of added PotlatchDeltic volume and higher indexed sawlog prices in Idaho.

• Revenue rose 127% year over year: Revenue was $157.4 million, up from $69.5 million a year earlier and from $113.6 million in the first quarter of 2026.
• GAAP net income turned positive: GAAP net income was $18.2 million, or $0.66 per diluted share, after a GAAP net loss of $5.2 million, or $0.20 per diluted share, in the first quarter.

Guidance figures: 3 raised, 1 lowered, 3 new, 2 kept

• Net sales up 22.2%, accelerating: Net sales reached $1,765.5 million, up 21.6% on a constant currency basis, with growth in four product categories.
• Net income down, Adjusted EBITDA up: Net income fell 7.0% to $129.8 million, while Adjusted EBITDA rose 18.6% to $264.9 million, or 15.0% of net sales.

Guidance figures: 5 kept

• Adjusted loss per share improved: Adjusted loss from continuing operations was $15.7 million, or $(0.26) per share, against a $13.3 million loss, or $(0.29) per share, a year earlier. The dollar loss was larger.
• Discontinued operations added gain: Income from discontinued operations was $253.8 million, including an after-tax gain on sale of $254.6 million from the completed divestitures.

Guidance figures: 1 raised, 1 new, 5 kept

• Diluted EPS was $0.58: Diluted EPS was $0.58 for the quarter, against a $0.56 loss a year earlier; adjusted EPS from continuing operations was $0.45, against $0.37.
• California order adds $40 million: Management described the decision as adding about $40 million of incremental annual revenue.

Guidance figures: 7 raised, 1 lowered, 2 kept

• Adjusted EBITDA rose to $374 million: Adjusted EBITDA was $374 million against $90 million a year earlier, an increase of $284 million, mainly on higher energy and other revenues and capacity revenues net of fuel and energy purchases.
• GAAP net loss on derivative losses: The company reported a GAAP net loss attributable to stockholders of $92 million, or $2.00 per diluted share, against net income of $72 million a year earlier. Derivative losses and higher interest expense were the main drivers.

Guidance figures: 1 kept

• Revenue down two percent year over year: Total revenues were $783.3 million, down two percent from $798.6 million a year earlier. Tyvaso sales fell $17.0 million, more than the total decline of $15.3 million.
• Net income and diluted EPS rose: Net income was $333.0 million, up eight percent. Diluted EPS was $7.27, up 13 percent, on 45.8 million diluted weighted average shares versus 48.3 million a year earlier.

Guidance figures: 1 new

• Revenue and net income reported: Total operating revenues were $539 million against $465 million in the first quarter. Net income was $47 million against a net loss of $18 million.
• Revenue rose on drillship starts: Revenues excluding reimbursables rose to $502 million from $430 million, mainly from more operating days for the floater fleet as three drillships started contracts.

Guidance figures: 2 new

• Revenue rose 52.5% year over year: Fourth-quarter net revenue was $443.1 million, up 8.9% from $406.8 million in the third quarter.
• Network and Service Enablement up 69.2%: Segment revenue was $353.9 million, up 10.1% from the third quarter. Segment operating margin was 20.0%, against 4.6% a year earlier.

Guidance figures: 4 raised, 1 lowered, 1 kept

• Net revenues grew 24%: Net revenues were $544.6 million, up 24% from $439.0 million, with system-wide same-store sales up 8.0%.
• Adjusted EBITDA and EPS rose: Adjusted EBITDA was $162.4 million, up 25%, a margin of 29.8% against 29.5%. Adjusted EPS was $0.57, up 21% from $0.47.

Guidance figures: 2 kept

• Revenue grew 10 percent: Total revenue was $1,864 million, up 10% (9% in constant currency) from $1,689 million. Nine-month revenue rose 12% to $5,436 million.
• Adjusted OIBDA rose 16 percent: Adjusted OIBDA was $433 million, up 16% (15% in constant currency) from $373 million. Nine-month Adjusted OIBDA was $1,293 million, up 24%.

Guidance figures: 3 kept

• Revenue rose 3% to $530.9 million: Operating revenues were $530.9 million against $514.9 million a year earlier. The company cited regulatory recoveries and purchased gas costs as the main drivers.
• GAAP EPS $0.37, adjusted EPS $0.38: GAAP net income was $105.7 million, or $0.37 diluted EPS, against $107.8 million, or $0.38, a year earlier. Adjusted EPS excludes merger-related expenses.

Guidance figures: 4 raised, 1 kept

• Net sales up 19% reported: Net sales were $763.2 million against $643.7 million a year earlier, up 19% reported and 12% organic. The company described these as record sales.
• Diluted EPS up 17%: Diluted EPS was $3.53, up 17%. Adjusted diluted EPS was $3.66, up 18%, with special items of $0.13 per share.

Guidance figures: 1 raised, 2 lowered, 1 new

• Adjusted EBITDA grew five percent with margin expansion: Adjusted EBITDA from continuing operations grew 5% to $145.9 million with margin expanding 60 basis points to 22.1%. Adjusted diluted EPS increased 5% to $1.13. For six months, adjusted EBITDA grew 7% to $248.8 million with margins up 70 basis points to 20.2%.
• Aggregates unit profit grew five percent: Aggregates adjusted cash gross profit per ton increased 5% to $8.64 despite 2% lower volumes from Texas rainfall. Margin expanded 190 basis points to 48.1% through 3% cost reduction despite higher energy costs.

Guidance figures: 1 raised

• New insurance written grew 15%: NIW was $15 billion, up 15% year-over-year from $13 billion in Q2 2025. Comprised 96% monthly premium policies and 87% purchase originations.
• Persistency declined to 80%: Persistency remained at 80%, flat sequentially but down from 82% in Q2 2025. Approximately 12% of mortgages in portfolio had rates at least 50 basis points above the 6.5% average June rate.

Guidance figures: 3 kept

• Revenue rose 2% on ASCENIV growth: Second-quarter revenue was $124.4 million. ASCENIV grew 23.5% in the product table while BIVIGAM fell 48.5%.
• Adjusted EBITDA up 22% in quarter: Adjusted EBITDA was $61.8 million, up 22%. Adjusted Net Income was $39.0 million, up 8%. Both are non-GAAP measures reconciled in the release tables.

• Net sales rose year over year: Net sales were $3,929 million against $3,741 million a year earlier. Gross profit was $235 million against $237 million.
• Diluted EPS was $0.32: Diluted earnings per share were $0.32 against $0.43. Net income attributable to Adient was $25 million compared with $36 million.

Guidance figures: 3 raised, 1 kept

• RevPAR growth exceeded 5% in quarter: Comparable Hotels RevPAR grew 5.3% to $136.17, driven by occupancy up 160 basis points to 80.1% and ADR up 3.5% to $169.90. Weekday occupancy improvements outpaced weekend, showing strengthening business travel.
• EBITDA margins expanded significantly: Comparable Hotels Adjusted Hotel EBITDA margin reached 38.1%, up 120 basis points year-over-year, as expense management delivered strong flow-through of top-line improvements.

Guidance figures: 5 raised, 3 lowered, 7 new, 3 kept

• Revenue below prior-year quarter: Total revenue was $371.2 million, against $383.2 million a year earlier. Aftermarket services revenue was lower and contract operations revenue was higher.
• Adjusted EBITDA flat year over year: Adjusted EBITDA was $212.6 million, against $212.7 million a year earlier. Adjusted EBITDA is a non-GAAP measure.

Guidance figures: 1 lowered

• Net sales rose 23.6 percent: Net sales were $408.1 million, up 23.6% from $330.3 million a year earlier, with growth in both segments. Six-month net sales were $804.4 million, up 21.9%.
• Full-year adjusted EBITDA guidance lowered: Full-year 2026 adjusted EBITDA guidance was revised to $160 million to $175 million from $170 million to $190 million. Management linked the change to macro-driven timing of asphalt plant shipments.

Guidance figures: 2 raised, 1 kept

• Q2 revenue of $80.1 million, up 15.5%: A10 reported Q2 revenue of $80.1 million, representing 15.5% year-over-year growth. This extends momentum from Q1's 13.4% growth and contributes to first-half revenue of $155.1 million, up 14.5% versus prior year.
• Management raises full-year revenue guidance: Based on first-half performance and improved demand visibility, management raised full-year 2026 revenue growth guidance from 10-12% to 12-14%, signaling confidence in sustained momentum.

Guidance figures: 1 lowered, 1 kept

• Consolidated EPS grows 25.3% in Q2: Second quarter 2026 diluted EPS of $1.09, up $0.22 or 25.3% from $0.87 in Q2 2025. Year-to-date EPS of $1.86, up $0.29 or 18.5% from $1.57 in YTD 2025. All three operating segments contributed to earnings growth.
• Water segment EPS up 24.7% in Q2: Golden State Water Company reported $0.91 per share in Q2 2026, up $0.18 from $0.73 in Q2 2025, driven primarily by CPUC-approved rate increases effective January 1, 2026 that added $32 million in full-year adopted operating revenues.

Guidance figures: 1 raised, 1 lowered

• Organic sales rose despite net decline: Reported net sales were $882 million versus $961 million, down 8%. Excluding the pet distribution exit, organic net sales were $862 million, up 2% from $842 million.
• Non-GAAP EPS slightly lower year on year: Non-GAAP net income was $96 million. Non-GAAP diluted EPS was $1.54 versus $1.56. GAAP diluted EPS was $1.45 versus $1.52.

• Revenue rose 11% to $260 million: Revenue was $260 million, up from $235 million in the June quarter of 2025, an 11% increase.
• Diluted EPS rose 21% to $0.63: Diluted earnings per share were $0.63, a 21% increase from $0.52 in the prior-year quarter.

Guidance figures: 1 lowered, 4 new

• Large growth pipeline with recent signings: Sponsor-enabled growth program accelerating with late-stage pipeline at 13.5 GW. Over 2 GW of new contracts recently signed for 2027-2030 CODs, further crystallizing long-term financial objectives.
• Honeycomb Phase II battery storage: Honeycomb Phase II dropdown offer received in Q3 2026 for 210 MW energy storage portfolio in Utah. Investment-grade utility contracts awarded. Expected 2027 COD. Corporate capital approximately $110M.

Guidance figures: 1 raised

• Revenue rose 11% to $2.8 billion: Second-quarter revenue of $2.8 billion increased 11%, with Services up 8% and Leasing up 27%, which management named as the main drivers.
• Net income and diluted EPS declined: Net income was $52.7 million, down 8%. Diluted EPS was $0.22 against $0.25 a year earlier, on 236.3 million diluted weighted average shares.

Guidance figures: 8 raised, 2 lowered, 4 new, 2 kept

• Activated facilities drove the per-share gain: Management attributed the increase in diluted and adjusted diluted EPS mainly to idle facilities activated under new contract awards, plus higher populations and acquisitions.
• Federal revenue rose on ICE occupancy: Federal revenue increased $78.2 million, or 27.2%, mainly from higher occupancy at ICE-contracted facilities and per diem increases.

Guidance figures: 4 raised, 2 new

• Revenue growth slowed to 30%: Revenue of $170.8 million rose 30% from a year earlier, down from 47% growth in the first quarter. The company attributed growth to MTM growth and ARPU expansion.
• Net income reduced by non-cash charges: Net income was $6.7 million, against $9.1 million a year earlier. The company cites $36.9 million of non-cash warrant and earnout remeasurement charges within that figure.

Guidance figures: 3 raised, 4 new

• ARR reached record at quarter end: Annualized recurring revenue was $191 million at quarter end, up 52%. Management attributes ARR growth to customer ROI from remote presence and control.
• IoT Solutions revenue up 41%: Segment revenue was $39 million, up 41%. Recurring revenue rose $8.9 million and one-time sales $2.5 million, mostly from the Jolt acquisition.

Guidance figures: 2 raised, 2 kept

• Reported revenue fell 4.2%: Reported revenue was $499.3 million against $521.3 million a year earlier. Management said the reported figure includes the impact of an in-year divestiture.
• Payments and Data drove comparable growth: Combined Payments and Data revenue grew 9.7% in the quarter, which management cited as the driver of comparable adjusted revenue growth. Year to date the combined segments grew 11%.

Guidance figures: 2 raised, 1 kept

• U.S. portfolio purchases set all-time record: MCM purchased $372 million in Q2 2026, the strongest purchasing quarter ever. Global purchases totaled $444 million, up 21% year-over-year, driven by favorable purchasing conditions and ample portfolio supply in the U.S. market.
• Global collections reach record high: Collections totaled $737 million in Q2, up 13% year-over-year, driven by strong execution, significant portfolio purchasing, and deployment of new technologies and digital capabilities.

Guidance figures: 2 raised, 6 lowered, 6 kept

• Organic sales returned to growth: Organic net sales rose 1.1%, with North America's return to growth partly offset by lower international sales. Reported net sales rose 1.7%.
• Adjusted EPS flat year on year: Adjusted EPS was $0.72, flat against the prior year, with a $0.04 favorable currency effect included.

Guidance figures: 4 new · Letter to shareholders

• GMS growth accelerated for third consecutive quarter: Etsy marketplace GMS reached $2.6 billion, up 7.5 percent year-over-year, accelerating 360 basis points sequentially from first quarter, marking third consecutive quarter of year-over-year growth.
• Revenue growth outpaced GMS on take rate expansion: Revenue of $668 million grew 9.3 percent year-over-year for Etsy marketplace, outpacing 7.5 percent GMS growth, driven by take rate expansion to 25.9 percent from 24.6 percent.

Guidance figures: 14 new

• Q4 revenue up 10.3% year-over-year: Q4 revenue was $338.6 million, up 10.3% year-over-year and 6.8% quarter-over-quarter. Management described the quarter as the sixth consecutive quarter of double-digit growth.
• FY27 revenue target $1,380 to $1,400 million: Full-year fiscal 2027 total net revenue is targeted at $1,380.0 million to $1,400.0 million, the same range on GAAP and non-GAAP bases.

• Revenue and gross profit rose: Total revenues rose 35% to $418.7 million and gross profit rose 34% to $246.2 million; excluding SMG, revenues rose 21%. Diluted EPS was $0.48, up 41%; adjusted diluted EPS was $0.47, up 47%.
• Pre-tax income and EBITDA rose: Income before taxes rose 50% to $52.0 million. Adjusted EBITDA rose 48% to $65.6 million; reported EBITDA was $67.2 million.

• GAAP net loss in the quarter: Net loss attributable to common shareholders was $81 million, or $0.62 per diluted share, against net earnings of $35 million, or $0.26 per share, a year earlier.
• Adjusted earnings below last year: Adjusted net earnings were $85 million, or $0.65 per share, compared with $103 million, or $0.77 per share, in the second quarter of 2025.

Guidance figures: 3 raised, 2 kept

• Outgrew pet category despite headwinds: Company grew significantly faster than the category despite economic headwinds and new competitors. Management noted continued momentum with customers and consumers driving market share gains.
• Adjusted EBITDA up 17.5%: Adjusted EBITDA reached $52.2 million in Q2, up from $44.4 million prior year, representing 17.1% of net sales. H1 Adjusted EBITDA $90.1 million versus $79.9 million, up 12.8%.

Guidance figures: 1 lowered, 7 kept

• Revenue rose 7% year over year: Revenue was $481.4 million against $449.7 million a year earlier, with price and mix as the larger driver.
• Adjusted EBITDA up 2%: Adjusted EBITDA from continuing operations was $124.8 million against $122.3 million a year earlier.

Guidance figures: 2 raised, 1 new, 2 kept

• Adjusted earnings rose slightly sequentially: Adjusted operating income excluding Closed Block was $112M, or $0.29 per diluted share, against $109M and $0.28 in the prior quarter and $112M and $0.27 a year earlier.
• Enact segment earnings edged higher: Enact adjusted operating income was $143M, up from $140M in the prior quarter and $141M a year earlier, the company said.

Guidance figures: 4 new

• Volume decline moderating from Q1 weakness: Tire unit volume totaled 36.5 million units, decreasing 4.0% year-over-year, marking significant improvement from the first quarter's 12% decline as destocking pressure moderated and market conditions showed stability.
• Operating loss in quarter on tariffs and volume: Second quarter net loss was $204 million or $0.71 per diluted share, compared to net income of $254 million or $0.87 per share in the prior year, driven by lower volumes, tariffs and inflation.

Guidance figures: 4 raised, 3 new

• GTM.AI launched as foundational infrastructure: Launched GTM.AI, described as headless context layer for AI agents, positioning company as infrastructure provider rather than point solution for sales and marketing.
• Native integrations with multiple AI platforms: Completed integrations with Anthropic Claude, OpenAI Codex, Amazon Quick Suite, Zapier, and dozens of other platforms, embedding ZoomInfo data into AI agent workflows.

Guidance figures: 2 raised, 1 lowered, 6 kept

• Sales volumes reach record 3.7 million tons: Achieved record quarterly sales volumes for fourth consecutive quarter of 3.7 million short tons, up 65% from 2.2 million short tons in Q2 2025, driven primarily by Blue Creek steelmaking coal sales contribution.
• Total revenues grow 71 percent: Total revenues reached $509.7 million in Q2 2026 compared to $297.5 million in Q2 2025, reflecting 65% increase in sales volumes combined with 6% increase in average net selling price to $137.82 per short ton.

Guidance figures: 2 raised, 6 new, 6 kept

• Revenue rose on sequential growth: Revenue was $1.035 billion, up from $932 million last quarter. Net income attributable to H&P was $76 million, including a gain of about $115 million on the Utica Square sale.
• Adjusted loss and adjusted EBITDA reported: Adjusted net loss was $(10) million, or $(0.11) per share, excluding select items. Adjusted EBITDA was $236 million, up from $178 million in the prior quarter.

Guidance figures: 2 lowered, 1 kept

• Net income improved to $10.6M: Company posted net income of $10.6 million in second quarter 2026, a swing from net loss of $10.9 million in second quarter 2025. Basic earnings per share was $0.14 versus loss of $0.14 in prior year period.
• Operating ratio improved 1,490 basis points: Operating ratio of 91.0% in Q2 2026 represents 1,490 basis point improvement versus 105.9% in Q2 2025. Non-GAAP adjusted operating ratio improved to 88.3% from 106.0%. Sequential improvement continued from Q1 2026 at 101.9%.

Guidance figures: 1 new

• IST net product sales 46% YoY growth: Q2 IST net product sales reached $51.8 million, up 46% year-over-year from $35.5 million in Q2 2025. U.S. sales of $36.6 million grew 26%.
• 2026 U.S. sales guidance confirmed: Management reaffirmed on track to achieve at least $150 million in IST U.S. net product sales for full-year 2026.

• Revenues and operating income both accelerated: Total revenues of $491.4 million were up 12 percent year-over-year, accelerating from first quarter's 3 percent growth. Operating income grew 16 percent to $39.7 million from $34.3 million in Q2 2025.
• Operating income recovered 15 percent after winter storm: Operating income of $16.4 million was up 15 percent from $14.3 million in Q2 2025, representing strong recovery from Q1's 46 percent decline caused by US winter storm shutdown. North Carolina plant repairs, process improvements and customer requirement upgrades are progressing.

Guidance figures: 2 raised

• Net sales declined 6.2% to $426.0 million: Sales decreased from $454.3 million prior year, primarily due to anticipated bakery reductions and lower Frozen Beverage machine and service sales.
• Adjusted EBITDA of $67.4 million despite headwinds: Adjusted EBITDA fell 6.4% from $72.0 million prior year despite freight and fuel cost increases of approximately $4.7 million during the quarter.

Guidance figures: 5 new

• Third-quarter revenue more than doubled: Net revenue was $330.4 million, against $148.4 million a year earlier; net income was $57.4 million.
• Operating income against prior-year loss: Income from operations was $68.3 million, or 20.7% of revenue, against a $6.1 million loss a year earlier; non-GAAP operating margin was 22.9%.

• Net loss from goodwill impairment charge: Reported net loss of $464.8 million or $(7.90) per share in Q2 2026 versus net income of $72.6 million or $1.12 per share in Q2 2025, primarily due to $460 million non-cash goodwill impairment.
• Segment profitability fell 80 percent year-over-year: Specialty Property and Casualty Insurance adjusted net operating income declined to $15.8 million in Q2 2026 from $79.0 million in Q2 2025, primarily reflecting personal auto loss deterioration.

Guidance figures: 6 new

• Fourth-quarter sales reached $737 million: Sales rose 43 percent reported and 42 percent organic. Currency and business days each added 1 percent; divestitures subtracted 1 percent.
• Fourth-quarter operating margin rose sharply: Operating income was $303 million, against $31 million a year earlier at a 6.1 percent margin. Adjusted operating margin was 41.5 percent.

Guidance figures: 4 lowered, 1 new, 4 kept

• Net sales fell 13% to $969 million: Net sales fell 12.5% to $968.7 million, mainly on lower North American RV wholesale shipments. Excluding an $88.8 million IEEPA tariff refund pass-through, adjusted net sales fell 4.5% to $1,057.5 million.
• Operating margin rose 200 basis points: Operating profit margin was 9.9% against 7.9%. Management attributed the gain mainly to cost improvement actions, including materials sourcing, and the net benefit of IEEPA tariff refunds, partly offset by merger expenses and capacity investment.

Guidance figures: 1 raised, 3 kept

• Revenue rose 14% year over year: Total revenue was $176.1 million against $154.5 million, up $21.6 million. Gross profit was $49.9 million against $53.9 million, down $4.0 million or 7%. Six-month revenue was $252.8 million.
• GAAP profit fell while adjusted rose: GAAP net income was $16.8 million, or $0.77 diluted per share, against $28.9 million and $1.59 a year earlier. Adjusted net income was $38.7 million against $34.5 million, and adjusted diluted EPS was $1.77 against $1.90.

• Revenues rose on higher rates: Revenues were $187.9 million, up $103.7 million or 123.1%, mainly on higher average TCE rates and more available days. The company cited higher spot rates.
• Net income and EPS rose sharply: Net income was $138.3 million, or $3.24 per diluted share, against $10.1 million, or $0.24, a year earlier. Adjusted net income was $107.2 million, or $2.52 per diluted share.

Guidance figures: 9 raised, 2 lowered, 4 new, 5 kept

• SHOP platform scales rapidly ahead of plan: Since launching SHOP in May 2025, company has grown to 39 communities representing 37 percent of total gross real estate investments as of July 31. Portfolio includes 12 operators, 10 new to LTC, with average property age of 10 years. SHOP acquisitions totaled $171 million in Q2 with $529 million anticipated for Q3.
• SHOP percentage of gross investments accelerating: SHOP currently represents 32 percent of gross investments as of June 30, projected to exceed 55 percent by year-end 2026, up from Q1 guidance of 45 percent. Expected to represent 40 percent of proforma annualized NOI by end of Q3, ahead of earlier estimates.

Guidance figures: 2 lowered, 3 new, 1 kept

• Revenue up 7% to $205.3 million: Revenue for the quarter was $205.3 million, up 7% year-over-year. Management linked the growth to subscription revenue, which rose 11% and was described as the fifth straight quarter of double-digit subscription growth.
• Adjusted EBITDA rose 18%: Adjusted EBITDA was $45.9 million, or 22% of revenue, up 18% from $39.0 million. The margin rose approximately 220 basis points year-over-year.

• Net income and diluted EPS rose: The company reported second-quarter 2026 net income of $33.4 million, against $26.5 million a year earlier, and diluted EPS of $0.89, against $0.72.
• Six-month net income and EPS higher: For the six months, net income was $81.8 million against $68.1 million, and diluted EPS was $2.21 against $1.86.

Guidance figures: 1 raised, 2 new, 1 kept

• Net income and EPS more than doubled: Net income was $181.8 million, or $0.97 per diluted share, against $81.0 million a year earlier. Adjusted net income was $184.3 million, or $0.99 per share. Management attributed the rise primarily to higher oil and NGL prices and production growth.
• Production up 8% year on year: Total production averaged 106.1 Mboe/d, up 8% from 98.2 Mboe/d. Oil averaged 41.9 Mbbls/d, up 5%. Management said oil volumes exceeded earlier guidance, which it attributed to continued well performance.

Guidance figures: 1 raised

• Adjusted EPS grew 39 percent year-over-year: Adjusted earnings per share $1.90 versus $1.37 prior year, +39% growth. Operating profit increased to $51.7 million from $36.8 million prior year.
• Performance Materials achieved highest aerospace sales: Net sales $207.9 million versus $182.8 million (+13%), value-added sales $190.0 million versus $168.5 million (+13%). Recorded highest quarterly aerospace and defense sales ever with growth across semiconductor, industrial, energy and telecom end markets.

Guidance figures: 1 raised, 3 lowered, 4 kept

• Net sales reached record third quarter level: Net sales increased $15.6 million or 4.1% to $395.9 million, driven primarily by higher pricing across most product lines, partially offset by slightly lower volumes.
• Adjusted EBITDA surged 24.3% to record: Adjusted EBITDA increased $21.0 million or 24.3% to $107.4 million, driven by higher pricing, tariff refunds and lower SG&A, partially offset by inflationary pressures and lower volumes.

• Adjusted EBITDA rose 25%: Adjusted EBITDA was $254 million, a 23.0% margin against 18.4%. Net income attributable to Atleos rose 67% to $65 million.
• Self-Service Banking profit rose 13%: Self-Service Banking Adjusted EBITDA was $212 million, a 28.6% margin against 25.7%. Management attributed the rise to ATMaaS, software, tariff refunds and productivity.

Guidance figures: 1 raised, 6 kept

• Second-quarter EPS reported at $0.01: Diluted EPS for the second quarter was $0.01, against a net loss per share of $0.06 a year earlier; adjusted EPS was $0.01 in both periods.
• First-half EPS rose to $2.33: EPS for the first six months was $2.33, compared with $2.11 a year earlier; adjusted EPS for the first half of 2025 was $2.28.

Guidance figures: 1 raised

• Revenue up 13.5% to $522.5 million: Revenues were $522.5 million, up $62.3 million from the second quarter of 2025. Management attributed the growth to organic gains and the FIFA World Cup.
• Adjusted OIBDA up 29.2%: Adjusted OIBDA was $160.3 million, a 30.7% margin against 27.0% a year earlier. Operating income was $116.1 million, against $56.2 million.

• Net income and diluted EPS rose: Net income attributable to Par Pacific stockholders was $462.1 million, or $9.35 per diluted share, against $59.5 million, or $1.17 per diluted share, a year earlier. Adjusted Net Income was $499.2 million, or $10.10 per diluted share.
• Refining operating income increased: Refining operating income was $629.9 million, against $81.3 million, and Refining Adjusted EBITDA was $552.0 million, against $108.4 million. Refining throughput was 181 Mbpd, against 187 Mbpd.

Guidance figures: 4 raised

• Q2 revenues up 9.8% year-over-year: Total revenues $531.2 million, up 9.8% from $483.6 million in prior year quarter, with growth driven by recurring revenue acceleration.
• Recurring revenue growth outpaces total: Recurring and other revenues grew 11.0% to $505.2 million, representing 95.1% of total revenues, demonstrating underlying demand strength.

Guidance figures: 5 new, 3 kept

• Revenue grew 10% sequentially: Q2 revenue reached $118.9 million, up 10 percent from Q1 $108.3 million. Year-over-year, revenue increased 3 percent from Q2 2025's $115.9 million.
• Earnings per share improved significantly: GAAP diluted EPS increased to $0.17 from $0.06 in prior quarter and $0.02 in Q2 2025. Non-GAAP diluted EPS rose to $0.37 from $0.25 prior quarter and $0.35 in Q2 2025.

Guidance figures: 2 lowered, 13 kept

• Core sales fell 3.1%: Core net sales were $907 million, down 3.1%, and organic net sales were down 3.5%. Management attributed this to softer consumption against a higher prior-year period and lower retail inventory.
• Core adjusted EPS down 20.7%: Core adjusted diluted EPS was $0.46, down 20.7%. All In adjusted diluted EPS was $0.50, down 12.3%.

Guidance figures: 3 raised, 2 new, 3 kept

• Record revenue of $133.5 million: Second quarter 2026 revenue increased 14.3% to $133.5 million from $116.7 million in Q2 2025. Growth was primarily driven by strong contributions from Tabacón acquisition and continued growth across existing geographies.
• Net income nearly tripled: Net income attributable to Pursuit was $15.2 million in Q2 2026, compared to $5.6 million in Q2 2025. Adjusted net income was $14.0 million ($0.50 per share) versus $10.1 million ($0.36 per share).

Guidance figures: 1 raised, 1 lowered, 3 new, 7 kept

• ICOTYDE approved and launching commercially: FDA approved ICOTYDE in March 2026 for moderate-to-severe plaque psoriasis in adults and pediatric patients age 12 and older. Q2 2026 represents first full quarter of commercial sales through Johnson & Johnson partnership.
• Rusfertide NDA under Priority Review: Rusfertide NDA accepted by FDA and granted Priority Review with PDUFA goal date in August 2026. Application supported by Phase 3 VERIFY positive results and long-term efficacy and safety data from Phase 2 REVIVE and THRIVE studies.

Guidance figures: 1 kept

• Total revenue grew 10 percent year-over-year: Q1 FY27 total revenue reached $214 million, up from $195 million in Q1 FY26. Subscription revenue grew 8% to $160 million and Marketplace revenue grew 15% to $54 million.
• GAAP operating income more than doubled: GAAP operating income reached $20 million from $7 million in Q1 FY26, with operating margin expanding 6 percentage points to 9%, demonstrating strong operational improvement.

Guidance figures: 1 raised, 1 lowered, 1 new, 7 kept

• Backbone therapy across all lines of ccRCC: Management outlined strategy to establish casdatifan as backbone therapy across all lines of clear cell renal cell carcinoma treatment. Company aims to provide consecutive casdatifan-containing regimens in first-, second- and late-line settings.
• PEAK-20 Phase 3 initiation by year-end: First registrational Phase 3 study PEAK-20 for casdatifan plus nivolumab plus ipilimumab in first-line ccRCC expected to initiate by year-end 2026, building on ARC-20 platform cohort data.

Guidance figures: 2 raised, 2 new

• Revenue and Adjusted EBITDA both rose: Revenue was $495.2 million, up 20% from $411.9 million. Adjusted EBITDA was $114.7 million, up 79% from $64.0 million.
• Tax benefit lifted net income: Net income was $205.9 million, against $6.5 million a year earlier. It includes a $140.6 million discrete tax benefit from releasing the U.S. valuation allowance.

Guidance figures: 1 raised, 5 kept

• Net sales up 64.6% on OmniMax: Net sales were $509.5 million, up 64.6%, driven primarily by the OmniMax acquisition, with organic growth of 5%. Adjusted EBITDA rose 59.7% to $88.0 million.
• Residential reached 83% of revenue: Residential net sales were $425.9 million, up 84.9%. Segment adjusted EBITDA margin was 19.0%, up 340 basis points sequentially and down 220 basis points from a year earlier.

Guidance figures: 2 lowered

• Storage attachment reaches record 74%: Storage Attachment Rate reached 74% in Q2 2026, up from 70% in the prior-year period and 73% in Q1 2026. More than 266,000 storage and solar systems installed, representing 4.6 Gigawatt-hours of Networked Storage Capacity as of June 30, 2026.
• Subscriber additions down 31% year-over-year: Subscriber Additions were 19,793 in Q2, a 31 percent decrease compared to 28,823 in the second quarter of 2025, though up from 17,665 in Q1 2026. Subscribers as of June 30 grew 10 percent year-over-year to 1,034,738.

Guidance figures: 1 kept

• Quarterly net income rose: Net income was $34.5 million, or $2.36 per diluted share, up from $28.9 million, or $1.95. Non-GAAP operating income was $2.03 per diluted share against $1.45.
• Net earned premiums grew 3.4%: Net earned premiums rose 3.4% to $291.7 million in the quarter and 5.0% to $582.6 million for six months, as rate increases earned into revenue.

Guidance figures: 1 raised, 1 new, 2 kept

• ACV growth accelerates to 27 percent: ACV reached $29.6M in Q2, up 27% from prior year. Trailing twelve-month ACV is $208M, reflecting growing industry adoption of predict-first molecular discovery approach.
• Hosted software revenue reaches 47 percent: Hosted software revenue represents 47% of total software revenue in Q2, up from 30% trailing basis, reflecting accelerated transition from legacy on-premise deployments.

Guidance figures: 4 new

• Revenue up 20% year over year: Non-GAAP revenue was $345.5 million, up 23.0% from the second quarter of 2025 and 11.5% from the prior quarter.
• Non-GAAP operating income turned positive: Non-GAAP operating income was $10.2 million, after a $24.8 million non-GAAP operating loss in the prior quarter. Management said this was the first non-GAAP operating profit since Q2 2023.

Guidance figures: 1 raised, 1 new, 1 kept

• Revenue increased 12 percent sequentially: Revenue of $219 million increased 12 percent sequentially from first quarter 2026.
• Adjusted EBITDA grew 30 percent sequentially: Adjusted EBITDA of $108 million increased 30 percent sequentially from first quarter 2026. Adjusted EBITDA attributable to Solaris was $111 million, excluding non-controlling interest in Stateline.

Letter to shareholders

• Revenue rose 17.2% on new Shacks: Total revenue was $417.6 million, up 17.2% from $356.5 million. Shack sales were $403.4 million, up 17.5%, and licensing revenue was $14.2 million, up 7.1%.
• Same-Shack sales grew 3.5%: Same-Shack sales rose 3.5%, the 22nd consecutive quarter of positive growth, with traffic contributing 2.0%.

Guidance figures: 1 raised, 1 lowered, 1 kept

• Net income and per-share results: Net income was $1,071 million for the quarter. Adjusted net income, a non-GAAP measure, was $526 million, or $2.19 per diluted share.
• Production about 440 MBoe/d: Average net daily production was about 440 MBoe/d, of which about 230 MBbl/d was oil, with realized price of $53.86 per Boe before hedges.

• Net operating revenues rose 47%: The company reported net operating revenues of $719.7 million, up 47% from $488.3 million a year earlier, and down from $829.1 million in the prior quarter.
• Net income up 102% on the year: Net income was $127.9 million, up 102% from $63.4 million, with ROE of 18.4% against 13.1% a year earlier. Net income was $174.3 million in the prior quarter.

Guidance figures: 2 lowered, 4 kept

• Michael Severino appointed as new CEO: Michael Severino, MD appointed Chief Executive Officer and Board member effective July 28, 2026. Severino brings 25 years of biopharmaceutical leadership from AbbVie, Amgen, and Merck with track record advancing innovation and building franchises.
• Q2 operating income turned positive: Q2 2026 net product revenues totaled $328.7 million with GAAP operating income of $13.3 million and non-GAAP operating income of $86.5 million, showing return to profitability.

Guidance figures: 2 raised

• Record Q2 revenue of $1.6 billion: Q2 2026 revenue reached record $1.6 billion, up 19% year-over-year from $1.4 billion in Q2 2025. This is the highest revenue of any quarter ever.
• Record operating income of $117.7 million: Income from construction operations reached record $117.7 million in Q2 2026, up 54% from $76.4 million in Q2 2025, highest result of any quarter ever.

Guidance figures: 2 new

• Revenue rose 11% to $392.9M: Revenue was $392.9 million against $353.6 million a year earlier. Six-month revenue was $777.0 million, up 12% from $695.5 million.
• Net income below prior-year level: Net income was $6.8 million, or $0.16 diluted, against $9.4 million, or $0.22, a year earlier. Six-month net income was $11.7 million, or $0.27 diluted.

Guidance figures: 6 lowered, 3 new

• Revenue up, net income down: Revenue rose 7.2% to $218.9 million. Net income fell to $2.3 million, which management linked to strategic growth expenses on new campus launches and program expansions.
• Adjusted EBITDA fell 27.8%: Adjusted EBITDA was $18.2 million, down 27.8% from $25.3 million, with $9.0 million of strategic growth investments cited as the reason.

• Revenue and operating income fell: Revenue fell $70.0 million to $523.8 million, and operating income fell to $2.3 million, on lower tobacco sales volumes and prices and less favorable product mix.
• Carryover crop sales and mix drove decline: Segment operating income fell $32.2 million, largely on product mix, lower carryover crop tobacco sales and unfavorable foreign currency comparisons.

Guidance figures: 1 kept

• Total client assets reached record levels: Total client assets of $346.1 billion at June 30, 2026, with AUM of $342.5 billion, compared to $309.8 billion at March 31. Average AUM during quarter was $331.3 billion.
• Long-term net inflows turned positive: Long-term net inflows reached $4.2 billion in Q2, reversing Q1 outflows of $457 million. Year-to-date net flows positive at $3.7 billion. Long-term gross flows set all-time high of $22.1 billion.

Guidance figures: 1 raised, 2 lowered, 3 new

• Revenue rose to $193.5 million: Revenue was $193.5 million for the quarter, against $166.1 million a year earlier, an increase of about 16%.
• AI expansion driving demand: Management attributed increased demand across its advanced technologies portfolio to rapid AI expansion, with robust order activity and deeper customer engagement.

Guidance figures: 5 kept

• SOLSTICE Week 96 undetectable virus achievement: In Phase 2 SOLSTICE trial, 88% of participants treated with elebsiran and tobevibart combination achieved undetectable HDV RNA in intent-to-treat analysis, and 97% in last observation carried forward analysis at Week 96.
• ECLIPSE registrational program fully enrolled: Company completed enrollment across all three ECLIPSE Phase 3 randomized controlled trials evaluating elebsiran and tobevibart combination for CHD, including ECLIPSE 1, 2, and 3.

Guidance figures: 2 raised, 7 lowered, 2 kept

• Revenue rose 12% on service growth: Total revenue was $263.6 million against $236.0 million a year earlier. Service revenue grew 10%, led by Government Solutions (17%) and Commercial Services (6%).
• Net loss driven by impairments: The company reported a net loss of $48.2 million, or $0.32 per share, against net income of $38.6 million, or $0.24 per share. Management attributed the change mainly to the impairments.

Guidance figures: 2 raised

• Revenue rose 65% to record: Revenue reached a record $449.1 million, up 65.0% year over year. The PAG, Aero 3 and NorthStar acquisitions also contributed to the increase.
• Organic growth about 14%: Organic revenue growth was about 14%, which management attributed to commercial engine aftermarket strength, new business wins, new distribution agreements and market share gains.

Guidance figures: 2 new

• Demand strengthening in all end markets: Management reported continued strengthening demand across all end markets, channels and regions served by the company.
• Outpacing industry growth rate: CEO stated company is taking full advantage of the upcycle and outpacing industry growth while laying foundation for multi-year demand.

Guidance figures: 2 new, 2 kept

• XmAb819 registration-enabling study planned: Monotherapy registration-enabling study of XmAb819 planned to initiate during 2027 in advanced ccRCC. Subcutaneous dosing evaluation ongoing with RP3D determination prior to registration study.
• XmAb541 response rates in early Phase 1 data: At putative RP3D of 60mg every 3 weeks, approximately 14 percent overall response rate in heavily-pretreated ovarian cancer patients and approximately 28 percent overall response rate in germ cell tumor patients, supporting combination development with XmAb808.

Guidance figures: 1 new

• Record Q2 revenue hits $143.1 million: Second quarter revenue reached $143.1 million, up 14.7 percent year-over-year from $124.7 million. First half 2026 revenue totaled $260.4 million, up 14.0 percent.
• Margin reaches 44.1% from 42.9%: Gross margin expanded to 44.1 percent from 42.9 percent year-over-year, a 120 basis point improvement. First half margin reached 43.9 percent versus 42.6 percent.

Guidance figures: 1 raised, 2 new

• Q2 revenue grew 26.6 percent year-over-year: Revenue reached $277.8 million in Q2 2026, up 26.6 percent from $219.5 million in Q2 2025. Total Bookings grew 32.8 percent to $295.9 million, reflecting sales to new and renewing CLEAR+ subscribers plus partner billings.
• Total Members reached 43.5 million: Total CLEAR Members reached 43.5 million as of June 30, 2026, up 30.0 percent from 33.5 million in Q2 2025. Active CLEAR+ Members reached 8.3 million, up 15.2 percent from 7.2 million.

Guidance figures: 1 raised, 7 lowered, 4 new, 6 kept

• Group revenue rose 3%: Group revenue was $4,326m, up 3% year-over-year, with iGaming up 9% and sportsbook down 1%. Growth was helped by acquisitions and World Cup engagement.
• Net loss widened to $296m: Net loss was $296m against $37m net income a year earlier, after lower segment profit, tax provisions and higher interest and amortization costs.

• Revenue grew 50% year on year: Net revenues and financial income were $10,169 million, up 50% YoY and 43% FX-neutral. Management described this as the fastest pace in four years.
• Operating income fell 17%: Income from operations was $683 million, down 17% YoY. Year on year, the operating margin compressed by 550bps.

Guidance figures: 2 new

• Revenue grew 34% in the quarter: Revenue was $3,583 million against $2,680 million, up 34% as reported and 33% in constant currency. Net other income is reported separately from operating income.
• Free cash flow margin rose to 18%: Free cash flow was $654 million against $422 million, a margin of 18% against 16% a year earlier.

Guidance figures: 1 raised, 1 kept

• Adjusted EPS rose 98% on the year: Adjusted EPS was $1.84 against $0.93 a year earlier. GAAP diluted EPS was $1.87 against $0.45, and net earnings attributable to ADM were $908 million against $219 million.
• Segment operating profit up 75%: Total segment operating profit was $1,450 million against $830 million, and was higher in all three segments. It rose from $764 million in the first quarter.

Guidance figures: 3 raised, 2 kept

• Net income rose 27 percent: GAAP net income rose 27 percent to $298.6 million, and GAAP diluted EPS rose 30 percent to $5.95. The company cited higher Global Lifestyle and Global Housing earnings and lower reportable catastrophes.
• Adjusted EBITDA excluding catastrophes up 18%: Adjusted EBITDA excluding reportable catastrophes rose 18 percent to $491.4 million, or similar on a constant currency basis. Reported Adjusted EBITDA rose 24 percent to $479.2 million.

Guidance figures: 2 new

• Revenue and GAAP earnings rose sharply: Revenue rose 50% year-over-year to $11.5 billion and 13% sequentially. GAAP diluted EPS was $1.38, up from $0.54, and GAAP net income was $2.3 billion.
• Non-GAAP EPS reached $1.66: Non-GAAP diluted EPS was $1.66, up 246% from $0.48 a year earlier and up 21% from $1.37 in the first quarter.

Guidance figures: 3 raised, 3 new, 1 kept

• Record sales and earnings in quarter: Sales reached a record $2.04 billion, up 15%. GAAP diluted EPS was a record $1.77 and adjusted diluted EPS a record $2.09, up 17%. GAAP operating income was a record $528.2 million.
• Organic growth and acquisitions both contributed: Management attributed the high-teens earnings growth to organic sales growth, contributions from recent acquisitions, and operating performance.

Guidance figures: 2 raised, 4 kept

• Revenue and product sales rose: Total revenues rose 10% to $10.1 billion. Product sales grew 9%, driven by volume growth, according to the company.
• Six growth drivers grew 26%: Management said six key growth drivers grew 26% year over year and generated nearly 70% of second-quarter product sales.

Guidance figures: 3 new

• Revenue topped $3 billion: Revenue was $3,035.7 million, up 37.7% from a year earlier and 12.1% from the first quarter of 2026, the company's first quarter above $3 billion.
• Non-GAAP EPS rose 39.7%: Non-GAAP diluted EPS was $1.02 against $0.73; GAAP diluted EPS was $0.95 against $0.70. Net income was $1,212.9 million against $888.8 million.

• Record earnings in two segments: Management said the second quarter produced record earnings across Asset Management and Retirement Services, and that this reflects the quality and growing scale of the business.
• Asset management spans credit to equity: Management described its asset management business as seeking to provide clients excess return at every point along the risk-reward spectrum, from investment grade credit to private equity.

Guidance figures: 7 lowered, 6 new

• Revenue rose 2% to $3.3 billion: Revenue was $3.3 billion, up 2% on the prior year period; adjusted for currency and commodity movements, growth was also 2%. Year-to-date revenue was $6.3 billion, up 2%.
• Adjusted EBITDA margin rose to 18.7%: Adjusted EBITDA was $613 million against $547 million. The margin gain reflected volumes and currency, partly offset by commodity costs.

Guidance figures: 4 kept

• Comparable EPS rose 14.4%: Comparable diluted EPS was $1.03 against 90 cents, and comparable operating earnings were $433 million against $402 million, up 7.7%.
• Aluminum shipments up 4.3%: Global aluminum packaging shipments rose 4.3% in the second quarter, measured in units shipped.

Guidance figures: 1 raised, 1 lowered, 7 new

• Revenue and bookings grew: Gross bookings rose 9% to $51.0 billion, about 8% in constant currency. Revenue rose 8% to $7.4 billion, about 7% in constant currency. Room nights rose 5% to 325 million.
• Indirect conflict effects assumed to persist: The planning basis assumes higher flight prices, fewer flights on some routes and softer long-haul international travel persist through the third quarter.

Guidance figures: 1 raised, 11 new

• Recurring revenues grew 8%: Recurring revenues rose $119 million to $1,542 million in the quarter, and $370 million to $4,878 million for fiscal 2026. Constant currency growth was 8% in both periods.
• Diluted EPS up 35% for year: Diluted EPS for fiscal 2026 was $9.60 against $7.10. Adjusted EPS rose 12% to $9.60; the gap reflects excluded digital asset gains and amortization.

• Sales rose 24% to $20.5 billion: Sales and revenues were $20.5 billion, up from $16.6 billion. Higher volume added $3.1 billion and price realization added $595 million.
• Operating margin rose to 20.9%: Operating profit margin was 20.9%, against 17.3% a year earlier and 17.7% in the first quarter. Adjusted operating margin was 21.9%, against 17.6%. Operating profit was $4.295 billion.

Guidance figures: 2 raised, 2 kept

• Record second-quarter revenue of $9.5 billion: Revenue rose 9% from the same quarter in 2025. Management described the quarter as a record second quarter.
• Diluted EPS rose to $6.73: Net income attributable to Cummins was $932 million, against $890 million a year earlier. Diluted EPS was $6.43 in 2025.

Guidance figures: 3 raised, 4 new, 1 kept

• Net sales rose 4%, all organic: Net sales were $1.8 billion, up 4% from the year-ago quarter. Organic sales also rose 4%, and the total table shows no currency or portfolio effect.
• Operating EBITDA rose on productivity: Operating EBITDA was $448 million against $423 million. Management attributed the increase to organic growth and productivity.

Guidance figures: 3 raised, 1 new, 1 kept

• EPS rose, FFO as Adjusted flat: Diluted EPS was $0.08 against $0.05 a year earlier, and diluted FFO as Adjusted was $0.46 in both periods. Six-month diluted EPS was $0.36 against $0.11. Diluted Nareit FFO was $0.46 against $0.43.
• Same-store NOI grew 1.8% overall: Total same-store Adjusted NOI rose 1.8% year over year. Senior Housing grew 19.2% and Outpatient Medical 2.5%, while Lab declined 3.2%. Outpatient Medical was 56.4% of same-store NOI and Lab 34.0%.

Guidance figures: 2 kept

• Second-quarter adjusted EPS of $1.43: Reported EPS was $1.38 and adjusted EPS was $1.43, against $1.25 for both measures in the second quarter of 2025.
• Infrastructure recovery lifted adjusted results: Higher adjusted results came from recovery of infrastructure investments serving customers in growing jurisdictions.

Guidance figures: 2 raised, 2 kept

• Revenue, operating income and EPS rose: Revenue was $3.554 billion, operating income $579 million and diluted EPS $4.02, against $3.416 billion, $482 million and $2.87 in the first quarter of 2026.
• Treatments per day rose 1.09%: U.S. treatments were 7,226,600, averaging 92,649 a day, up 1.09% per day from the first quarter. Treatment days were 78.0, against 76.7 in the first quarter.

Guidance figures: 2 raised, 4 new, 1 kept

• Net earnings reached $1.9 billion: Net earnings were $1.9 billion, or $2.03 per diluted share. Core earnings, adjusted for items analysts typically exclude, were $1.5 billion, or $1.57 per diluted share.
• Oil output at top of guidance: Oil production averaged 503,000 barrels per day, at the top end of guidance, driven by better-than-expected well performance, primarily in the Delaware Basin. Total production averaged 1,359,000 Boe per day.

Guidance figures: 10 raised, 9 new, 2 kept

• Sales up 7%, underlying up 6%: Net sales were $4,873 million, up 7% from $4,553 million. Underlying sales rose 6%, excluding currency and significant acquisitions and divestitures.
• Pretax margin up 270 basis points: Pretax earnings were $916 million against $734 million, giving an 18.8% margin against 16.1% a year earlier.

• Net income and diluted EPS rose: Net income was $2,724 million, or $5.15 per diluted share, against $1,980 million, or $3.70 per diluted share, in 1Q 2026.
• Production rose to 1,410.4 MBoed: Total crude oil equivalent volumes were 1,410.4 MBoed, or 128.3 MMBoe, in 2Q 2026, against 1,383.8 MBoed and 124.5 MMBoe in 1Q 2026.

Guidance figures: 1 new

• Revenue rose 32% in the quarter: Second-quarter revenues were $3,502,335 thousand against $2,651,885 thousand a year earlier. First-half revenues were $6,285,297 thousand, up 18%.
• Operating income rose 41%: Operating income was $349,618 thousand against $247,736 thousand. First-half operating income was $644,446 thousand, up 25%.

Guidance figures: 1 raised, 8 lowered, 3 new, 1 kept

• Revenue up 29% GAAP, 31% adjusted: Revenue was $3,377 million, up 29% on a GAAP basis and 31% on an adjusted basis. Pro forma revenue grew 5.3%, including recurring revenue growth of 5.1%.
• Adjusted EPS up 8.8% to $1.48: Adjusted EPS was $1.48 against $1.36, with adjusted net earnings of $763 million, up 6.6%. GAAP diluted EPS was $0.45, against a loss of $0.90 per share a year earlier.

Guidance figures: 4 raised, 4 lowered, 1 kept

• Revenue rose 10% on base business: Total revenues rose 10% to $7.8 billion, with the company citing higher HIV, Trodelvy and Livdelzi sales, partly offset by lower Veklury, Cell Therapy and HCV sales, plus royalty and other revenue from a prior IP sale.
• Diluted loss reflects acquired IPR&D: Diluted loss per share was $(8.45) against $1.56 a year earlier; the company attributed the decrease mainly to $(9.08) per share of acquired IPR&D expenses tied to Arcellx, Tubulis and Ouro Medicines.

Guidance figures: 11 raised, 1 kept

• Sales rose 10.3% in the quarter: Net sales were $5,021 million against $4,554 million a year earlier. Daily, organic constant currency sales rose 13.7%.
• Diluted EPS rose to $12.01: Diluted EPS was $12.01 against $9.97. Management attributed the increase to operating performance and fewer shares outstanding, partly offset by a higher effective tax rate.

Guidance figures: 2 raised

• Sales rose 6.7% to $3.5 billion: Net sales were $3,458 million against $3,240 million a year earlier. Foreign exchange added 1.4 percentage points and acquisitions added 0.7 points.
• Non-GAAP diluted EPS rose to $1.27: Non-GAAP net income was $145 million against $135 million. Non-GAAP diluted EPS was $1.27 against $1.10 in the second quarter of 2025.

Guidance figures: 13 raised, 4 lowered

• Revenue grew 10% as reported: Revenue reached $1,217 million, up 10% as reported and 9% organic. CAG rose 9%, Water 15% and LPD 11%.
• Diluted EPS rose to $4.27: Diluted EPS was $4.27, up 18% as reported and 15% comparable. It included $0.14 from share-based compensation tax benefits and $0.06 from currency.

Guidance figures: 4 raised, 5 new, 1 kept

• Comparable sales rose 6%: On a comparable, currency neutral basis, second quarter sales rose 6%, led by high-single digit Scent growth and mid-single digit growth in Taste and Health & Biosciences.
• Adjusted EBITDA margin reached 20.9%: Adjusted operating EBITDA was $408 million on continuing operations, a 20.9% margin, against 19.7% including discontinued operations.

• Diluted EPS up 33.1%: Diluted EPS was $4.14 against $3.11, up 33.1%. Net income was $275 million, up 14.4%.
• Reported revenue down, adjusted up: Reported revenues were $1,676 million, down 0.6% (down 1.6% FX neutral). Adjusted revenues, which exclude the Digital Markets divested operation, rose 2.8% (up 1.8% FX neutral).

Guidance figures: 3 raised, 1 kept

• Gross revenue grew 34.5%: Gross revenue reached $4.1 billion against $3.0 billion, up 34.5%; adjusted net revenue reached $2.4 billion, up 8.3%.
• Adjusted EPS rose 13.6%: Adjusted diluted EPS was $1.84 against $1.62, up 13.6%; adjusted net earnings were $219.3 million against $194.8 million.

Guidance figures: 5 raised, 3 lowered, 5 kept

• FFO per share rose 4.5%: FFO reached $309.2 million, or $0.46 per diluted share, against $0.44 a year earlier. The company reported 4.5% growth in FFO per diluted share.
• Occupancy matched all-time high: Pro-rata leased occupancy reached 96.4%, matching the all-time high. It rose 10 basis points sequentially and 100 basis points year-over-year.

Guidance figures: 2 lowered, 1 new

• Net sales rose on currency: Net sales rose 0.6 percent to $4.2 billion. Favorable currency added 1.1 percent. Organic sales were broadly in line with the prior year.
• Operating profit rose on tariff refunds: Operating profit was $633 million, against $592 million. Adjusted operating profit was $757 million, up 6.2 percent, from one-time tariff refunds, productivity savings and currency, partly offset by business exits and the China disruption.

Guidance figures: 3 raised, 1 kept

• Revenue rose 7% year over year: Revenues were $4.56 billion, up 7%, including 4% organic growth. Management attributed growth to defense tech products, energy and air traffic management, and intelligence mission support.
• Non-GAAP EPS rose 2%: After adjusting for acquisition, amortization and other items, non-GAAP net income decreased 1% to $413 million, and non-GAAP diluted EPS increased 2% to $3.26.

• Systemwide sales rose 5%: Global Systemwide sales rose 5% to $37 billion for the quarter, or 4% in constant currencies.
• Diluted EPS rose 6% to $3.32: Diluted earnings per share was $3.32, up from $3.14, or 5% in constant currencies.

Guidance figures: 1 raised, 3 lowered, 4 new, 5 kept

• Net loss widened to $273 million: Net loss of $273 million, or diluted loss of $0.86 per share, compared with net income of $411 million in the second quarter of 2025. Adjusted EPS was $0.13, against $0.51.
• Notable items reduced reported results: Notable items totaled $351 million pre-tax, mainly a $162 million Ma'aden mark-to-market charge, a $69 million non-cash project write-off and $49 million of foreign currency losses.

Guidance figures: 1 raised, 8 new, 5 kept

• Net income rose to $5.1 billion: Net income attributable to MPC was $5.1 billion, or $17.73 per diluted share, against $1.2 billion, or $3.96 per diluted share, a year earlier.
• Adjusted EBITDA reached $8.5 billion: Adjusted EBITDA was $8.5 billion, against $3.3 billion a year earlier. For the six months it was $11.2 billion, against $5.3 billion.

Guidance figures: 4 raised, 2 lowered, 1 kept

• Sales rose 5% to $16.6 billion: Total worldwide sales were $16.6 billion, up 5% (4% ex-FX) from $15.8 billion a year earlier. Pharmaceutical sales were $14.8 billion, up 5%.
• Terns charge drove the quarter's loss: GAAP loss per share was $0.54 and non-GAAP loss per share was $0.13. Both include a $2.31 per share charge for the Terns acquisition. Prior-year GAAP EPS was $1.76.

Guidance figures: 11 kept

• GAAP net income rose $610 million: GAAP net income was $506 million against a $104 million loss a year earlier. Management cited the LS Power assets and higher East realized capacity prices.
• Adjusted EPS of $1.49: Adjusted EPS was $1.49 against $1.73 a year earlier. Adjusted net income was $315 million, $24 million lower, mainly from higher interest and depreciation tied to the LS Power acquisition.

Guidance figures: 2 kept

• Non-GAAP EPS rose to $0.86: Non-GAAP Operating Earnings were $425 million, or $0.86 per diluted share, against $384 million and $0.77 a year earlier. GAAP net income was $334 million, or $0.67 per share.
• Net income fell on mark-to-market loss: Net income was $334 million against $585 million. This quarter's reconciling items included a $258 million pre-tax mark-to-market loss, against a $190 million gain a year earlier.

Guidance figures: 2 raised, 2 lowered, 1 new, 5 kept

• Revenue up 3%, operational 1%: Second-quarter revenues were $15,034 million, up 3% reported and 1% operationally. Foreign exchange added $217 million. Revenues of launched and acquired products grew 18% operationally.
• Reported loss driven by impairments: The company reported a loss of $0.04 per diluted share, against EPS of $0.51 a year earlier. The result reflects $4.3 billion of non-cash intangible asset impairments.

Guidance figures: 2 new, 1 kept

• Net income and EPS declined: Net income attributable to common shareholders was $178.6 million, or $1.43 diluted EPS, against $192.6 million, or $1.58, a year earlier. The company put the decrease at about $14 million.
• Interest, depreciation and transmission weighed: Management named higher interest charges, higher depreciation and amortization, and lower transmission service revenues as the primary negative factors.

• Net income per share rose to $2.80: Net income attributable to Prudential was $985 million, or $2.80 per Common share, against $533 million, or $1.48 per share, a year earlier.
• Adjusted operating income per share reached $4.08: After-tax adjusted operating income was $1.438 billion, or $4.08 per Common share, up from $1.284 billion, or $3.58 per share, a year earlier.

Guidance figures: 4 raised

• Net sales rose 22 percent: Net sales were $1,429 million against $1,170 million a year earlier, and organic sales also rose 22%. Growth came from both segments and all three regions.
• GAAP profit fell while adjusted profit rose: GAAP net income was $136 million, down from $198 million, and GAAP diluted EPS was $0.59 against $0.90. Adjusted Earnings rose to $250 million, against $163 million on a pro forma basis.

Guidance figures: 5 raised, 1 lowered, 3 kept

• Sales rose 8%, organic 10%: Third quarter sales were $2,313 million, up 8% from $2,144 million. Organic sales rose 10%. Divestitures reduced sales by 3% and currency added 1%.
• Diluted EPS rose to $3.65: Net income attributable to Rockwell Automation was $408 million, or $3.65 per diluted share, against $2.60 a year earlier, up 40%.

Guidance figures: 3 raised

• Revenue rose to $730 million: Reported revenue was $730 million, against $720 million a year earlier. Pro forma revenue was $711 million, up 4%, with 3% pro forma organic growth.
• Adjusted EPS rose to $1.41: Pro forma adjusted EPS was $1.41, against $1.15, with about $0.11 from tariff related refunds. Adjusted EPS from continuing operations was also $1.41, against $1.18.

Guidance figures: 2 new

• Fourth-quarter sales and profit rose: Sales rose 4.7% to $22.1 billion. Operating income rose 10.6% to $983 million, and adjusted operating income rose 4.1% to $1.1 billion. Diluted EPS was $1.15, up 4.5%; adjusted EPS was $1.53, up 3.4%.
• U.S. Foodservice sales rose, margin fell: U.S. Foodservice sales rose 4.4% to $15.4 billion. Gross margin fell 26 basis points to 19.2%, and adjusted operating income rose 0.1% to $1.1 billion.

Guidance figures: 9 raised, 1 lowered, 2 kept

• Sales up 23% to $2,741 million: Net sales rose 23% from a year earlier. Organic sales growth was 13% of net sales for the quarter.
• EBITDA As Defined up 19%: EBITDA As Defined was $1,447 million for the quarter, compared with $1,217 million a year earlier.

Guidance figures: 5 raised, 5 new

• Reported revenue above guidance range: Reported revenue of $1.645 billion was above the high end of the guidance range, with both organic revenue and the acquired businesses contributing to the result.
• Organic revenue up 7% reported: Organic revenue was $828 million against $771 million a year earlier, up 7% as reported and 9% in constant currency.

Guidance figures: 6 kept

• Revenue rose to $1.86 billion: Consolidated operating revenues rose $119.1 million. Wynn Palace accounted for most of the increase, with the other properties moving by smaller amounts.
• Net income and EPS more than doubled: Diluted net income per share was $1.32 against $0.64 a year earlier. Basic net income per share was $1.37.

Guidance figures: 5 raised, 4 new, 2 kept

• Net sales rose 20.4%: Net sales were $1,557 million against $1,293 million a year earlier. Organic growth was 9.2%, with acquisitions adding 8.7 points and currency 2.5 points.
• Non-GAAP EPS reached $6.35: Non-GAAP net income was $305 million, and non-GAAP diluted EPS was $6.35 against $3.61. First-half non-GAAP diluted EPS was $11.08.

Guidance figures: 1 raised

• Revenue rose to $75.3 million: Revenue was $75,253 thousand for the three months ended June 30, 2026, against $27,767 thousand a year earlier and $73,737 thousand in the prior quarter. The release does not split revenue by source.
• Net loss per diluted share widened: Net loss attributable to Arrowhead was $194,280 thousand, or $(1.36) per diluted share, against $(1.26) a year earlier and $(0.93) in the prior quarter, on 143,378 thousand diluted weighted-average shares.

Guidance figures: 3 kept

• Sales flat, currency-neutral sales fell: Reported net sales were $651.0 million against $651.6 million a year earlier. Currency-neutral sales decreased 1.9 percent, driven by lower sales in Life Science.
• Sartorius revaluation lifted GAAP net income: GAAP net income was $371.4 million, or $13.85 per diluted share, against $317.8 million and $11.67. The company said the Sartorius fair value change substantially contributed.

Guidance figures: 4 lowered, 1 new, 4 kept

• Revenue grew 5.2%, organic 2.8%: Q2 revenue was $838.5 million. Organic growth was 2.8%, or 3.4% excluding tariff refunds. Acquisitions added 1.5% and currency added 0.9%.
• GAAP loss from goodwill impairment: GAAP operating loss was $(65.3) million, against operating income of $11.9 million a year earlier. The loss includes a non-cash goodwill impairment charge of $134.9 million.

Guidance figures: 1 kept

• Net loss narrowed to $16 million: Net loss available to common shareholders was $16 million, or $0.04 per common share, against a loss of $660 million a year earlier.
• Operating EPS $1.12 versus $1.22: Adjusted after-tax operating income available to common shareholders was $512 million, against $672 million, giving operating earnings per common share of $1.12 versus $1.22.

Guidance figures: 2 raised, 5 new, 1 kept

• Revenue grew 29% year over year: Revenue was $281.2 million, compared with $218.7 million in the second quarter of 2025.
• Acceleration led by largest customers: Management attributed the acceleration to its highest spending customers and sophisticated AI Natives, and said it has begun landing nine-figure annual commitments.

Guidance figures: 13 new

• Sales rose on unit and capex demand: Net sales were $883.2 million, up from $792.4 million a year earlier. Management tied the growth to unit and capex-related businesses.
• Per-share earnings rose on both bases: GAAP diluted EPS was $0.61 against $0.35, with net income of $93.6 million against $52.8 million. Non-GAAP diluted EPS was $0.93 against $0.66.

Guidance figures: 3 kept

• Non-GAAP operating earnings rose to $488 million: Non-GAAP operating earnings were $488 million, against $352 million a year earlier. Per share, the figure was $1.70, against $1.10.
• Retirement earnings rose on fee revenue: Retirement operating earnings were $402 million, against $354 million. Excluding notable items, the figure was $408 million, against $368 million.

Guidance figures: 4 raised, 1 lowered, 2 new, 3 kept

• Net sales declined 4.1 percent: Net sales were $1,153.9 million against $1,203.3 million a year earlier. Water fell 6.5 percent and Outdoors 3.8 percent; Security rose 3.8 percent.
• GAAP operating loss in the quarter: GAAP operating loss was $9.0 million against income of $171.6 million a year earlier. GAAP diluted EPS was ($0.19), against $0.83.

Guidance figures: 2 lowered, 2 new, 2 kept

• Adjusted EBITDA fell 26 percent: Adjusted EBITDA was $247 million, against $336 million a year earlier. Reported EBITDA was $240 million, down 26 percent from $323 million.
• Adjusted EPS of $0.14: Adjusted Net Income was $41 million, or $0.14 per diluted share, against $128 million, or $0.42, in second quarter 2025.

Guidance figures: 4 kept

• Revenue rose 4.3% to $3.4 billion: Revenue was $3,441 million against $3,299 million, up 4.3%. Organic revenue grew 3.4% to $3,412 million; the reconciliation removes $29 million of foreign exchange effect.
• Adjusted EBITDA and EPS rose: Adjusted EBITDA was $219 million against $212 million, with a 6.4% margin in both periods. Adjusted diluted EPS was $0.59 against $0.57. Six-month adjusted EBITDA was $419 million against $375 million.

Guidance figures: 4 raised, 6 lowered, 3 kept

• Revenue fell on lower metal prices: Sales were $334 million, down 19% from $411 million in the prior quarter. Management attributed the decline mainly to lower realized precious metals prices, timing of sales and lower sales volumes.
• Adjusted EBITDA down 25% on quarter: Adjusted EBITDA from continuing operations was $199 million, down 25% from the prior quarter. The comparison with $93 million in the second quarter of 2025 is also given.

Guidance figures: 2 kept

• Total revenue rose on incentive fees: Total revenues rose 56% year over year, driven by incentive fees. Management and advisory fees rose 21% over the same period.
• Net income attributable rose 50%: Net income attributable to Hamilton Lane Incorporated was $80.5 million, up 50%. Diluted EPS was $1.93, up 51%, and non-GAAP EPS was $1.94, up 48%.

Guidance figures: 3 raised, 6 lowered, 2 new, 3 kept

• Reported EPS down, adjusted EPS near flat: Reported diluted EPS fell to $1.78 from $2.99. Adjusted diluted EPS was $2.82 against $2.87. Acquisition costs, impairments and a Pakistan sale gain account for much of the gap.
• U.S./CAN operating income down a third: U.S./CAN net sales fell 7% to $488 million. Segment operating income fell 33% to $58 million, which the company ties to lower Argo production, softer volumes and price mix.

Guidance figures: 4 raised, 1 kept

• Revenue rose 11 percent: Second-quarter revenue was $278.6 million, up from $250.7 million. Foreign exchange added about 2 percent to the growth rate.
• Adjusted EBITDA and EPS both rose: Adjusted EBITDA was $48.5 million against $31.5 million a year earlier. Adjusted diluted EPS was $0.58 against $0.30.

Guidance figures: 1 raised, 1 lowered, 2 kept

• Revenue up 13%, Adjusted EBITDA flat: Revenue rose 13% to $938.6 million from $833.8 million. Adjusted EBITDA was $139.7 million, down 1% from $140.8 million, with margin at 14.9% against 16.9%.
• Full-year revenue range raised: Full-year revenue guidance moved to $3.4 billion to $3.6 billion. The Adjusted EBITDA guidance range of $520 million to $560 million was kept.

Guidance figures: 4 raised, 3 lowered, 9 new, 7 kept

• Revenue rose 30.5 percent to $458.8 million: Quarterly revenue was $458.8 million against $351.5 million a year earlier, up $107.3 million, with 19.1 percent organic growth.
• Government Solutions led organic growth: KGS revenue was $379.7 million, up 36.4 percent, with 22.0 percent organic growth; Defense Rocket Systems grew 50.2 percent organically and Turbine Technologies 43.3 percent.

Guidance figures: 1 raised, 10 new

• Revenue reached $201.1 million: Revenue rose 17.7% from the first quarter and 62.2% from a year earlier. GAAP net income was $19.4 million, against $21.8 million in the first quarter.
• Non-GAAP EPS rose over 120%: Non-GAAP diluted EPS was $0.53, against $0.41 in the first quarter and $0.24 a year earlier. GAAP diluted EPS was $0.14.

Guidance figures: 6 kept

• Net sales rose 10% as reported: Net sales were $1,125 million, up 10% as reported and 9% in constant currency from $1,018.6 million; six-month net sales rose 8% to $1,987.5 million.
• Operating income down to $11 million: Reported operating income was $10.9 million, down $68 million; adjusted operating income was $38.8 million, down $57 million, on higher advertising and SG&A and lower gross margin.