Chevron (CVX) Q2 2026: Profit $12.1B, Refining 6.6x Prior Year
Chevron's second quarter looks like a step change, but most of it is the oil cycle plus an acquisition that was not in last year's base. Net income attributable
Yum Brands (YUM) Q2 2026: Pizza Hut Exit Doubles Net Income
Net income jumped 128% to $853 million, but almost none of it came from selling more chicken or tacos. Operating profit rose just 5.3%, to $655 million from $62
Autodesk (ADSK) Q2 FY2027: 29.3% Operating Margin, 10% Billings Growth, $3.53B MaintainX Deal
Autodesk's operating margin reached 29.3% in the quarter ended July 31, 2026, up from 25.2% a year earlier and 22.8% two years earlier — two consecutive years of expansion. But billings grew six points slower than revenue, deferred revenue shrank, and the $4.1B cash balance was spent three days later on MaintainX.
Wells Fargo (WFC) Q2 2026: EPS Jumps 25%, NIM Sinks to 2.43%
One year after the Federal Reserve lifted its $1.95 trillion asset cap, Wells Fargo is finally growing — but the growth is not coming from the core bank. Diluted EPS rose 25% to $2.00; NIM fell to 2.43% from 2.68% as markets lending diluted the margin.
American Express (AXP) Q2 2026: Benefit Costs Jump 50%, Provision Drop Drives 62% of Pretax Gain
American Express refreshed its U.S. Platinum card last year, raised the fee, and loaded the card with new benefits. One year on, both lines are growing — but the cost line is growing faster than the fee line.
Emerson (EMR) Q3 FY2026: EPS Up 24%, but Nearly Half Is a Tariff Refund; Test Unit Swings to Profit
Emerson's Q3 FY2026 EPS rose 24% to $1.28, but an $82 million tariff refund accounts for nearly half the gain — strip it out and underlying earnings grew 13%, s
Gallagher (AJG) Q2 2026: Revenue +24% but GAAP Net Drops 12%
Gallagher's second quarter looks like a contradiction, and the explanation matters more than either number. Revenue rose 24.2% to $4,003 million while GAAP net
Marriott (MAR) Q2 2026: Fees +13%, Profit Flat, Middle East & Africa RevPAR -33%
Marriott's fee engine did everything it was designed to do, and earnings still went nowhere. Net fee revenues rose 12.8% to $1,547 million, but operating income slipped to $1,229 million from $1,236 million a year earlier.
Eaton (ETN) Q2 2026: Sales +21%, GAAP EPS -16% on Boyd Deal
Eaton just posted the biggest quarter in its history — $8,531 million of net sales, which the company itself calls a record, and a record second-quarter adjusted EPS of $3.15 — and the reported profit line still went backwards, as Boyd deal costs consumed the entire operating gain.
General Mills (GIS) FY2026: Revenue -5%, Operating Income -72% on $1.5B Pet Goodwill Impairment
General Mills (NYSE: GIS) posted net sales of $18.42 billion for FY2026 (May 26, 2025 – May 31, 2026, 53 weeks), down 5% year over year. Operating income collapsed 72% to $886 million on a $1.5 billion North America Pet goodwill impairment, driving the company to a net loss of $0.16 per diluted share.
Progressive Corporation (PGR) Q2 FY2026: Net Premiums $21.6B, Net Income $3.3B, Policies Cross 40M
Progressive Corporation posted Q2 net premiums earned of $21,573 million and net income of $3,311 million, up 6.2% and 4.3% year-over-year, respectively. Polici
JPMorgan Q2 2026: $4.6B Visa Gain Powers 41% Profit Jump
JPMorganChase reported $21.2 billion of net income for the second quarter of 2026, up 41% — the largest quarterly profit in the firm's history, with revenue at $57.3 billion, a record in every line of business.