Realty Income (O) H1 2026 Cash Flow: $505M After Dividends Covers 10% of Net Investing Outflows
Realty Income generated enough operating cash to cover common dividends in the first half of 2026, but the cash left over covered only about 10% of its net investing outflows.
Walmart (WMT) Q2 FY2027 Margins: Gross Tariff Refunds Exceed the Operating Profit Increase
Walmart’s Q2 FY2027 operating profit rose by $2.097 billion, while approximately $2.9 billion of tariff refunds reduced its cost of sales. The quarter ended July 31, 2026.
Berkshire Hathaway (BRK.B) H1 2026 Earnings: Investment Effects Explain 81.2% of Profit Growth
Berkshire Hathaway’s first-half 2026 profit more than doubled, but investment effects explain most of that increase. Earnings attributable to shareholders rose 110.8%, from $16.97 billion to $35.77 billion.
Crown Castle (CCI) H1 2026: Dividends Exceed Continuing Free Cash Flow by $116M
Crown Castle’s remaining tower business did not fully fund its dividends after capital spending in the first half of 2026. Continuing free cash flow—calculated here as operating cash from continuing operations less capital spending—was $816 million against $932 million of cash dividends, a $116 million gap.
Sherwin-Williams (SHW) H1 2026: Buybacks and Dividends Exceed Free Cash Flow by $991.7M
Sherwin-Williams’ buybacks and dividends totaled $2,231.6 million in the first half of 2026, exceeding free cash flow of $1,239.9 million by $991.7 million.
Halliburton (HAL) Q2 FY2026 Earnings: Operating Profit Fell 6.1% Excluding $95M in Net Credits
Halliburton’s Q2 FY2026 operating income increased $51M to $778M, but included $95M of net credits—accounting items that increased profit—from investments, a government recovery and other items.
Intuit (INTU) FY2026 Operating Cash Flow: Lower Tax Payments Help Drive 42.4% Growth
Intuit’s FY2026 cash generation strengthened, but lower tax payments explain a substantial part of the improvement. Operating cash flow rose 42.4% to $8.84 billion
Colgate-Palmolive (CL) Q2 FY2026 Earnings: Restructuring Drives 5.9% Operating Profit Decline
Colgate-Palmolive’s second-quarter revenue rose 4.9% to $5,361M, but $129M of restructuring charges helped push reported operating profit down 5.9% to $1,016M.
Travelers (TRV) Q2 FY2026 Earnings: Lower Catastrophe Losses Help Lift Profit 46.3%
Travelers’ second-quarter FY2026 net income rose 46.3%, from $1.509 billion to $2.208 billion, helped by catastrophe losses falling from $927 million to $518 million
Illinois Tool Works (ITW) H1 FY2026: Buybacks and Dividends Exceed Free Cash Flow by $894M
Illinois Tool Works paid shareholders $2.053 billion through dividends and buybacks in the first half of fiscal 2026, exceeding its $1.159 billion of free cash flow by $894 million.
Uber (UBER) Q2 FY2026 Earnings: Operating Profit Up 30%, Investment Gains Lift Net Income
Uber’s operating profit rose 30.3% to $1,890M in Q2 FY2026 from $1,450M a year earlier, while $1,612M of pretax investment gains helped lift net income attributable to Uber by 76.7% to $2,394M.
PPG Industries (PPG) Q2 FY2026 Earnings: Sales Rose 7.2%, but Pretax Profit Fell 4.8%
PPG’s revenue increased 7.2% to $4,495 million in Q2 FY2026 from $4,195 million a year earlier, but profit before tax fell 4.8% to $569 million from $598 million