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Thursday, October 29, 2026
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Reports
UPS Q2 2026: $1.17B Transformation Charge Halves GAAP Profit as Adjusted Margin Turns Up to 9.2%
Stock Analysis

UPS Q2 2026: $1.17B Transformation Charge Halves GAAP Profit as Adjusted Margin Turns Up to 9.2%

United Parcel Service earned $930 million in operating profit last quarter, roughly half the $1,822 million it earned a year earlier — yet the underlying business got better, not worse.

2026.09.07.21
Pfizer (PFE) Q2 2026: $4.3B Write-Off Flips Profit to Loss
Stock Analysis

Pfizer (PFE) Q2 2026: $4.3B Write-Off Flips Profit to Loss

Pfizer's second-quarter net loss of $248 million is an accounting event, not an operating one. Revenue rose 2.6% to $15,034 million and first-half operating cas

2026.09.06.25
Amgen (AMGN) Q2 2026: Prolia Falls 32%, Growing Products Add $1.5B
Stock Analysis

Amgen (AMGN) Q2 2026: Prolia Falls 32%, Growing Products Add $1.5B

Amgen's newer medicines outgrew its collapsing legacy franchises by roughly two to one this quarter. Products in decline shed $765 million of quarterly sales year over year, led by a 32.4% drop in Prolia and a 33.8% drop in XGEVA; growing products added $1,531 million in product revenue across Repatha, EVENITY, TEZSPIRE and newer launches. Total Q2 revenue reached $10,054 million, clearing $10 billion for the first time.

2026.09.06.19
Stock Analysis

Vulcan Materials (VMC) Q2 2026: Aggregates Margin Slips 1.7pp as Costs Outpace Prices

VMC Q2 2026: Revenue +2.5% to $2.16B; aggregates gross margin fell 1.7pp to 32.2% as unit costs outpaced prices. EPS $2.48 aided by a one-off tax benefit; net debt down 8.6%.

2026.09.06.17
Stock Analysis

Amphenol (APH) Q2 2026: Operating Income Up 82%, Margin Hits 29.5%

The $10.7 billion CommScope deal did not dilute Amphenol's margins — it arrived on top of an already accelerating base business. Second-quarter net sales rose 5

2026.09.05.74
ONEOK (OKE) Q2 FY2026: Revenue +53%, EPS $1.53, Guidance Raised; Margin -4.9pp
Stock Analysis

ONEOK (OKE) Q2 FY2026: Revenue +53%, EPS $1.53, Guidance Raised; Margin -4.9pp

ONEOK Inc. (NYSE: OKE), one of the largest midstream operators in the United States, reported second-quarter 2026 results on August 3, 2026, and filed its 10-Q

2026.09.05.20
Deere (DE) Q3 FY2026: Construction Profit Up 84%, Big Ag Dethroned
Stock Analysis

Deere (DE) Q3 FY2026: Construction Profit Up 84%, Big Ag Dethroned

Deere's agricultural downcycle turned in the third quarter — but not in the business that defines the company. Quarterly segment operating profit rose 18.4% to $1,856 million

2026.09.05.17
ICE Q2 FY2026: Free Cash Flow Hits $2.89B, Buybacks Up 2.4×
Stock Analysis

ICE Q2 FY2026: Free Cash Flow Hits $2.89B, Buybacks Up 2.4×

Intercontinental Exchange generated $2,886 million of free cash flow in the first half of 2026, up 36.4%, and it spent almost none of it on debt. Repayments wer

2026.09.04.10
Stock Analysis

General Dynamics (GD) Q2 2026: Half-Year FCF Triples to $3.6B

General Dynamics finally turned its revenue growth into cash. Operating cash flow for the first six months of 2026 reached $4.04 billion against $1.45 billion a

2026.09.04.19
Freeport (FCX) Q2 2026: Revenue Down 7.3%, EPS Up 28% as Grasberg Ramp Lags the Copper Rally
Stock Analysis

Freeport (FCX) Q2 2026: Revenue Down 7.3%, EPS Up 28% as Grasberg Ramp Lags the Copper Rally

Freeport-McMoRan's realized copper price rose 36% year over year in the second quarter — yet revenue still fell 7.3% to $7,029 million. The reason is volume: co

2026.09.04.14
S&P Global (SPGI) Q2 2026: Ratings Profit Up 28% in Final Pre-Spin Quarter
Stock Analysis

S&P Global (SPGI) Q2 2026: Ratings Profit Up 28% in Final Pre-Spin Quarter

S&P Global's last quarter as a five-division company was a strong one on the reported numbers: revenue rose 10.4% to $4.15 billion and operating profit 16.8% to $1.81 billion.

2026.09.04.20
Progressive (PGR) Q2 2026: Premiums Grow 6.2%, EPS $5.67, But Margin Compression Signals Caution
Stock Analysis

Progressive (PGR) Q2 2026: Premiums Grow 6.2%, EPS $5.67, But Margin Compression Signals Caution

Progressive Corporation Q2 2026: Net premiums earned +6.2% to $21.6B, EPS $5.67, PIF crosses 40 million. But NPW growth trails NPE and personal lines margin narrows to 12.4%.

2026.09.03.17