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PremiumFord (F) Q2 2026: $3.6B BlueOval SK Exit Drives $1.33B Net Loss
> This analysis is based on Ford Motor Company's Form 10-Q for the quarterly period ended June 30, 2026, filed with the U.S. Securities and Exchange Commission
PremiumBlackRock (BLK) Q2 2026: $15.3T AUM, Real Margin Gain Just 86bp
Strip out acquisition accounting and BlackRock's headline margin story largely disappears: the 282-basis-point jump in GAAP operating margin narrows to roughly 86bp, and the first half's 622bp expansion collapses to about 35bp. Revenue of $7,084 million rose 30.6% and AUM reached a record $15.34 trillion.
PremiumRoper (ROP) Q2 2026: GAAP EPS $11.62 on $835M Indicor Gain, Core Pretax Up 0.9%
Roper Technologies reported net earnings of $1,168.5 million in the second quarter of 2026 against $378.3 million a year earlier, and diluted earnings per share
PremiumCadence (CDNS) Q2 2026: China Revenue Up 96%, RPO $8.1B
Cadence's headline operating margin jumped to 28.4% from 19.0% a year ago, but almost the entire gain is the absence of one item — the $128.5 million export-con
PremiumConocoPhillips Q2 2026: EPS Doubles to $3.23 on $104 Brent
Almost all of ConocoPhillips' second-quarter earnings surge came from price rather than volume: realized prices rose 36% per barrel of oil equivalent while prod
PremiumRockwell (ROK) Q3 FY26: Organic Sales +10%, Operating Leverage 3.0x, FY Guidance Raised to $13.15
Rockwell Automation's recovery is led more by volume than by price, and that is the single most important thing in this filing — but the claim needs to be stated carefully, because it holds for the quarter more than for the year.
PremiumBerkshire Hathaway (BRK.A) Q2 FY2026: Net Income +107%, Liquidity $365.5B Down $32B From Record; Abel Era Resumes Buybacks, M&A
Berkshire Hathaway (BRK.A) Q2 FY2026: Net Income +107%, Liquidity $365.5B Down $32B From Record; Abel Era Resumes Buybacks, M&A
PremiumCisco Systems (CSCO) Q3 FY2026: Networking +25%, Inventory +49%, Q4 Revenue +18%
Cisco Systems (CSCO) Q3 FY2026: Networking +25%, Inventory +49%, Q4 Revenue +18%
PremiumThermo Fisher Scientific (TMO) Q2 2026: Revenue +10.5%, Organic Growth 5%, Cash -58% on Clario Deal
Thermo Fisher Scientific (TMO) Q2 2026: Revenue +10.5%, Organic Growth 5%, Cash -58% on Clario Deal
PremiumBroadcom (AVGO) Q2 FY2026: Revenue +48%, AI Chips +143%, $29B Post-Quarter Backstop
Broadcom's AI franchise did not just grow in the quarter ended May 3, 2026 — it reshaped the company's financial profile, with semiconductor revenue up 78.5% ye
PremiumProcter & Gamble (PG) FY2026: Net Sales $87.0B +3%, Operating Margin -160bp, Core EPS $6.89; Thorne $3.8B
Procter & Gamble (PG) FY2026: Net Sales $87.0B +3%, Operating Margin -160bp, Core EPS $6.89; Thorne $3.8B
PremiumLinde (LIN) Q2 2026: Sales Up 9%, Margin Streak Ends, Stock Falls 5%
After three years of a flat top line, Linde finally delivered growth — and the margin machine that carried the stock through the drought stopped expanding for the first time in this three-year run.