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
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
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
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
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.
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
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
Palantir (PLTR) Q2 2026: Revenue +92.8%, Operating Margin 47.1%, Full-Year Guidance Raised to +82%
Palantir Q2 2026: Revenue USD 1.935B (+92.8% YoY), operating margin 47.1%, full-year guidance raised to USD 8.15-8.16B (+82%). AI commercial growth surpasses government for first time.
TransDigm (TDG) FQ3 2026: Sales +23%, Net Income Up Only 10%
TransDigm FQ3 2026 10-Q: Sales rose 22.5% to $2.74B, commercial aftermarket +30.1%. EBITDA As Defined $1.45B at 52.8% margin. Net debt ~5.3x EBITDA. Interest expense +29.5%.
MetLife (MET) Q2 2026: Adjusted Earnings Up 15%, Adjusted EPS Up 20%, GAAP Up 1%
MetLife's underwriting and investment engines both improved in the second quarter, but almost none of that reached the GAAP bottom line. Adjusted earnings — the
Baker Hughes (BKR) Q2 2026: $9.9B bond issuance funds Chart acquisition; H1 net income surges 44.6%
Baker Hughes H1 2026 net income rose 44.6% to $1.61 billion, boosted by a $697 million divestiture gain, while Q2 revenue fell 2.4% to $6.74 billion. The company issued $9.9 billion in bonds in March to fund the July 2026 Chart Industries acquisition, nearly tripling long-term debt to $15.5 billion. IET outperformed OFSE; H1 free cash flow was $1.21 billion.
Intercontinental Exchange (ICE) Q2 2026: Growth Cools to 4.8% from 20.4% as Volatility Windfall Fades
Intercontinental Exchange closed the first half of 2026 with diluted EPS up 46.2% to $4.18, but almost none of that acceleration belongs to the second quarter.