Workday Q2 FY2027: $305M Tax Benefit More Than Doubles Net Income
Workday's net income jumped 177% to $632 million, but almost none of that came from selling more software. A $305 million income tax benefit — the result of moving intellectual property between its own subsidiaries — did the heavy lifting.
Altria (MO) Q2 2026: Oral Tobacco Underlying Profit Falls 8% to $459M; Reported 24% Drop Driven by Relocation Charge
Altria's cigarette business is still winning the price-versus-volume fight. Revenue net of excise taxes rose 1.2% in the second quarter, to $5.36 billion from $5.29 billion, while a $78M relocation charge drove a reported 24% decline in oral tobacco segment profit that overstates the underlying 8% deterioration.
Chubb (CB) Q2 2026: 83.8% Combined Ratio, Net EPS Dips as PE Gains Shrink
Chubb's underwriting engine posted a combined ratio better than any full year it reported from 2023 through 2024, yet net earnings per share still went down. The P&C combined ratio fell to 83
Trane (TT) Q2 2026: Sales +10.6%, Record $12.1B Backlog, Gross Margin Sheds 1.9pt
Trane Technologies spent $742.0 million on acquisitions in the first half of 2026, most of it to buy its way deeper into data center cooling. The bill arrived in the margin line.
Hilton Worldwide (HLT) Q2 2026: RevPAR Climbs 3.9%, Pipeline Hits Record 541,300 Rooms
Hilton Worldwide Q2 2026 results: System-wide RevPAR +3.9%, Adjusted EBITDA $1.05B, record 541,300-room pipeline. FY2026 guidance raised. Full analysis.
Edwards Lifesciences Q2 2026: $188M California Tax Charge Cuts GAAP EPS to $0.42 While Guidance Rises
Edwards Lifesciences reported net income from continuing operations of $241.4 million for the second quarter of 2026, down 28.1% from $335.9 million a year earlier
Southern Company (SO) Q2 FY2026: Data Center Surge Drives 23% Adjusted EPS Beat
Southern Company (NYSE: SO) reported Q2 FY2026 adjusted EPS of $1.13, beating consensus by $0.13 (+23% YoY). Net income rose 33% to $1.17B. AI-driven data center load surged 55% YoY, with a landmark 3.2 GW OpenAI deal signed near Savannah. Management raised full-year guidance to "at or near the top" of $4.50–$4.60 and expanded the five-year capital plan to $81B.
CVS Health (CVS) Q2 FY2026: Net Income Up 2.9x to $2.98B — Stock Falls 6% Despite Guidance Raise
CVS Health posted Q2 2026 revenue of $106.1 billion (+7.3%), operating income of $4.70 billion (+97.5%), and net income attributable to CVS Health of $2.98 bill
Intuit Posts 10% Revenue Growth in Q3 FY2026, Raises Full-Year Outlook as AI Platform Strategy Gains Traction — Then Cuts 17% of Workforce
- Total revenue rose 10% year-over-year to $8.56 billion in Q3 FY2026 (three months ended April 30, 2026), beating expectations across all four operating segmen
Vertex (VRTX) Q2 2026: ALYFTREK +266%, Margin Slips to 37.4%
Vertex's flagship TRIKAFTA is shrinking, and that is by design. TRIKAFTA/KAFTRIO revenue fell 2.1% to $2,497.2 million in the second quarter, but its successor
Palo Alto (PANW) Q3 FY26: $177M Loss, Organic Profit +55%
Palo Alto Networks posted its first quarterly net loss since fiscal 2022 — $177 million, against $262 million of net income a year earlier — and the acquisition
Agilent Technologies (A) Q2 FY2026: Net Income Surges 58%, but Core Revenue Growth Is Just 6.3% — Non-GAAP EPS $1.49, $950M Biocare Acquisition Underway
Agilent Technologies reported Q2 FY2026 revenue of $1.84B (+10%), but core growth was just 6.3%. Non-GAAP EPS rose 14% to $1.49. The $950M Biocare acquisition adds near-term balance sheet pressure.