Cadence (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
ConocoPhillips 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
Rockwell (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.
Berkshire 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
Cisco Systems (CSCO) Q3 FY2026: Networking +25%, Inventory +49%, Q4 Revenue +18%
Cisco Systems (CSCO) Q3 FY2026: Networking +25%, Inventory +49%, Q4 Revenue +18%
Thermo 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
Broadcom (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
Procter & Gamble (PG) FY2026: Net Sales $87.0B +3%, Operating Margin -160bp, Core EPS $6.89; Thorne $3.8B
Procter & Gamble (PG) FY2026: Net Sales $87.0B +3%, Operating Margin -160bp, Core EPS $6.89; Thorne $3.8B
Linde (LIN) Q2 2026: Sales Up 9%, Margin Streak Ends, Stock Falls 5%
After three years of a flat top line, Linde finally delivered growth — and the margin machine that carried the stock through the drought stopped expanding for the first time in this three-year run.
RTX Q2 2026: Backlog Hits $289B, Operating Profit Up 31%
RTX is converting the European rearmament cycle into reported margin, not just order announcements. Second-quarter operating profit rose 31.0% to $2,811 million
Devon Energy (DVN) Q2 FY2026: Revenue $7.42B +73%, Net Income $1.91B +108%; Adj. EPS $1.57
Devon Energy (DVN) Q2 FY2026: Revenue $7.42B +73%, Net Income $1.91B +108%; Adj. EPS $1.57
Exelon (EXC) Q2 2026: Revenue Up 8.8% but H1 EPS Slips to $1.28
Exelon (EXC) Q2 2026: Revenue Up 8.8% but H1 EPS Slips to $1.28