PremiumCitigroup (C) Q2 FY2026: Net Income +45%, IB Revenue +44%, RoTCE Hits 13%
After absorbing roughly $3 billion annually in transformation costs over several years, Citigroup has finally delivered results. Second-quarter 2026 revenue reached $24.766 billion (+14% YoY), net income $5.831 billion (+45%), and RoTCE surged to 13.0%, well above the 10–11% annual guidance range.
PremiumIBM (NYSE: IBM) Q2 2026: Revenue Growth Slides to 1.1%, Net Income Falls as the z17 Cycle Laps
The growth IBM showed earlier this year is now visibly narrowing to two software lines, while the hardware cycle turns against it. Revenue rose just 1.1% to $17
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