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Thursday, October 29, 2026
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Reports
MetLife (MET) Q2 2026: Investment Income Climbs 18% to $6.7B
Stock Analysis

MetLife (MET) Q2 2026: Investment Income Climbs 18% to $6.7B

MetLife's operating engine had its best quarter in years, and almost none of it reached the reported bottom line. Net investment income rose 18.4% to $6,702 mil

2026.08.21.9
Arthur J. Gallagher & Co. (AJG) Q2 2026: Total Assets +15.8% to $81.8B, GAAP Net Income -12%, Adjusted EPS +23%
Stock Analysis

Arthur J. Gallagher & Co. (AJG) Q2 2026: Total Assets +15.8% to $81.8B, GAAP Net Income -12%, Adjusted EPS +23%

Arthur J. Gallagher & Co., the world's third-largest insurance broker by revenue (Business Insurance 2026 Global Rankings), ended Q2 2026 with total assets of $

2026.08.21.17
Gilead (GILD) Q2 2026: $11.2B IPR&D Charge Drives $10.5B Loss — and a Guidance Raise
Stock Analysis

Gilead (GILD) Q2 2026: $11.2B IPR&D Charge Drives $10.5B Loss — and a Guidance Raise

Gilead Sciences swung to a $10,496 million net loss for the three months ended June 30, 2026 — negative $8.45 per share, against $1,960 million of profit a year

2026.08.21.15
CME Group (CME) Q2 2026: Trading Fees Slip 2.6%, Market Data Hits Record $238M
Stock Analysis

CME Group (CME) Q2 2026: Trading Fees Slip 2.6%, Market Data Hits Record $238M

The volatility trade that powered CME Group's first quarter cooled in the second, and the exchange's core fee engine went into reverse. Clearing and transaction

2026.08.20.16
CSX Corporation (CSX) Q2 FY2026: Record Revenue $3.94B, Net Income +21%, FCF 3.6x on Base Effects
Stock Analysis

CSX Corporation (CSX) Q2 FY2026: Record Revenue $3.94B, Net Income +21%, FCF 3.6x on Base Effects

CSX Corporation, which operates roughly 20,000

2026.08.20.10
Booking (BKNG) Q2 2026: Net Income Doubles on $1.1B FX Swing
Stock Analysis

Booking (BKNG) Q2 2026: Net Income Doubles on $1.1B FX Swing

Booking Holdings reported net income of $1.95 billion for the second quarter of 2026, up 117.9% from $895 million a year earlier — but only 17.2% of that pre-tax improvement came from running the business.

2026.08.20.15
Stock Analysis

Welltower (WELL) Q2 2026: Normalized FFO/Share Up 25%, GAAP Guidance Cut

Welltower's senior housing engine is compounding organically, not just buying growth: same-store NOI rose 15.5% year over year, and the Seniors Housing Operatin

2026.08.20.19
Citigroup (C) Q2 FY2026: Net Income +45%, IB Revenue +44%, RoTCE Hits 13%
Stock Analysis

Citigroup (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.

2026.08.19.11
IBM (NYSE: IBM) Q2 2026: Revenue Growth Slides to 1.1%, Net Income Falls as the z17 Cycle Laps
Stock Analysis

IBM (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

2026.08.19.18
Ford (F) Q2 2026: $3.6B BlueOval SK Exit Drives $1.33B Net Loss
Stock Analysis

Ford (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

2026.08.18.19
BlackRock (BLK) Q2 2026: $15.3T AUM, Real Margin Gain Just 86bp
Stock Analysis

BlackRock (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.

2026.08.18.10
Roper (ROP) Q2 2026: GAAP EPS $11.62 on $835M Indicor Gain, Core Pretax Up 0.9%
Stock Analysis

Roper (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

2026.08.17.17