KLA Corporation (KLAC) FY2026 Annual Report: Revenue Hits $13.6B, Advanced Packaging Crosses $1B Milestone, 10-for-1 Split Opens AI Equipment Leader to Retail
KLA Corporation FY2026 annual results: revenue $13.6B (+11.7% YoY), operating margin 41.7%, FCF $3.77B. Advanced packaging revenue hits $1B milestone (+57% YoY). 10-for-1 stock split June 2026. Q1 FY2027 guided to record $4.0B. WFE market raised to $140B+.
- 02
Caterpillar (CAT) Q2 2026: EPS +68%, Operating Margin at 20.9%
Most of Caterpillar's 50% operating profit jump is real, but not all of it. Operating profit reached $4,295 million on revenue of $20,543 million, an operating margin of 20.9% that includes a $392 million tariff refund; strip that out and margin falls to 19.0%.
- 03
Broadcom (AVGO) Q3 Earnings Preview: $16B AI Revenue on Deck — Will the Beat-and-Drop Pattern Repeat?
Broadcom reports Q3 FY2026 on September 2. AI revenue guided to $16B (+200%+ YoY), backlog $30B+. VMware growth and beat-and-drop risk are the key watchpoints.
- 04
ADP FY2026 Annual Report: Record $21.9B Revenue, EPS Up 10% as AI Integration Accelerates
ADP's FY2026 10-K shows record revenue of $21.947 billion (+7%), diluted EPS of $10.94 (+10%), $4.7B returned to shareholders, and FY2027 guidance of 9-11% adjusted EPS growth.
- 05
Bristol-Myers Squibb (BMY) Q2 2026: Eliquis +21.8%, full-year guidance sharply raised
BMY posted Q2 2026 revenue of $12.973 billion (+5.7%), GAAP net income of $3.316 billion (+152.6%), and adjusted (non-GAAP) EPS of $2.04 (vs. $1.46 a year earlier), and sharply raised its full-year guidance.
- 06
Netflix (NFLX) Up 25% From 2026 Lows: $400M Radford Studio Deal and Aggregation Pivot Drive Recovery
Netflix stock rebounds 25% from July lows as the $400M Radford Studio deal nears Q3 close. NFLX's post-WBD pivot explained — and what it means for investors.
- 07
AMZN Surges 4%: Evercore's $355 Call and AWS-Nvidia 2-Million-GPU Deal — What's Driving Amazon's Rally
Amazon rose 4% as Evercore raised its target to $355 on agentic AI retail survey data, and AWS tripled its Nvidia GPU order to ~3 million chips for 2026–28.
- 08
Jensen Huang Heads to G20 Chapel Hill as U.S. Pushes Carolina Principles — What It Means for NVDA
Huang at G20 Chapel Hill Sept. 2. U.S. pushing Carolina Principles: no new AI agencies, sector rules. December G20 communiqué could reshape global AI risk for NVDA.
- 09
Digital Realty (DLR) Q2 2026: $201M One-Time Promote, EPS Down 59%
Digital Realty's headline revenue jumped 28.9% year over year, but roughly half of that increase was a single incentive fee that will not repeat — and that brou
LineVest Daily
Get this wrap in your inbox every morning.
One email before the U.S. open — the earnings, filings, and guidance changes that matter, in plain English. Free.
Subscribe free