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Wednesday, August 19, 2026
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In-depth U.S. company analysis

Financial Analysis
Procter & Gamble (PG) FY2026: Net Sales $87.0B +3%, Operating Margin -160bp, Core EPS $6.89; Thorne $3.8BPremium
Stock Analysis

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

2026.08.13.2
Linde (LIN) Q2 2026: Sales Up 9%, Margin Streak Ends, Stock Falls 5%Premium
Stock Analysis

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.

2026.08.13.5
RTX Q2 2026: Backlog Hits $289B, Operating Profit Up 31%Premium
Stock Analysis

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

2026.08.12.8
Devon Energy (DVN) Q2 FY2026: Revenue $7.42B +73%, Net Income $1.91B +108%; Adj. EPS $1.57Premium
Stock Analysis

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

2026.08.12.7
Exelon (EXC) Q2 2026: Revenue Up 8.8% but H1 EPS Slips to $1.28Premium
Stock Analysis

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

2026.08.12.6
Simon Property (SPG) Q2 2026: Real Estate FFO +7.9%, EPS −12%, Guidance RaisedPremium
Stock Analysis

Simon Property (SPG) Q2 2026: Real Estate FFO +7.9%, EPS −12%, Guidance Raised

Simon Property Group's headline numbers went backwards this quarter — earnings per share fell to $1.49 from $1.70, and total FFO per diluted share slipped to $3

2026.08.12.2
PepsiCo (PEP) Q2 2026: EPS +137%, Core Margin −40bp, PBNA Volume −4%Premium
Stock Analysis

PepsiCo (PEP) Q2 2026: EPS +137%, Core Margin −40bp, PBNA Volume −4%

PepsiCo's reported earnings per share went from $0.92 to $2.18 in a single year, a 137% jump — and only a sliver of it is a genuine improvement in the operating

2026.08.11.5
Coca-Cola (KO) Q2 2026: H1 Operating Cash Flow Swings to $7.5B, but the $14 Billion Tax Question Sits Off the Balance SheetPremium
Stock Analysis

Coca-Cola (KO) Q2 2026: H1 Operating Cash Flow Swings to $7.5B, but the $14 Billion Tax Question Sits Off the Balance Sheet

Coca-Cola's second-quarter margins and first-half cash flow both improved, but the two improvements are not the same kind of event. Operating margin expanded to 34.92% fro

2026.08.11.7
DoorDash (DASH) Q2 2026: Revenue +36%, Net Income Falls 30%Premium
Stock Analysis

DoorDash (DASH) Q2 2026: Revenue +36%, Net Income Falls 30%

DoorDash's second-quarter profit decline is mostly a below-the-operating-line and purchase-accounting event rather than a collapse in unit economics — but the p

2026.08.11.7
Premium
Stock Analysis

Public Storage (PSA) Q2 2026: EPS +45% on FX, Core FFO -2.6%

Public Storage Q2 2026: diluted EPS rose 44.9% to $2.55 on $163M FX gains while Core FFO per share fell 2.6% to $4.17. Same-store revenue -0.6%. NSA merger closed July 22, adding 4,500+ locations.

2026.08.11.5
J&J (JNJ) Q2 2026: Record $25.3B Sales as TREMFYA Covers 94% of STELARA's $913M Drop — Yet EPS FallsPremium
Stock Analysis

J&J (JNJ) Q2 2026: Record $25.3B Sales as TREMFYA Covers 94% of STELARA's $913M Drop — Yet EPS Falls

Johnson & Johnson has now shown, in hard dollars, that it can largely absorb the decline of what was as recently as 2024 its second-largest product by sales. TR

2026.08.11.2
Datadog (DDOG) Q2 2026: Revenue +36%, Operating Margin 0.5%, and a Q3 Guide to 28%Premium
Stock Analysis

Datadog (DDOG) Q2 2026: Revenue +36%, Operating Margin 0.5%, and a Q3 Guide to 28%

*All balance sheet, income statement and cash flow figures below are from Datadog's Form 10-Q for the quarterly period ended June 30, 2026, as filed with the SEC. Customer counts, ARR percentages, non

2026.08.10.2