PremiumDoorDash (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.
PremiumJ&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
PremiumDatadog (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
PremiumPalantir (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.
PremiumTransDigm (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%.
PremiumMetLife (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
PremiumBaker 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.
PremiumIntercontinental 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.
PremiumIntel (INTC) Q2 2026: Revenue +25.4%, Op Profit Turns Positive; $10.85B Net Loss on Escrow
Intel posted Q2 2026 revenue of $16.13 billion, up 25.4% year-over-year, swinging to operating income of $1.796 billion from a $3.176 billion operating loss in Q2 2025.
PremiumApplied Materials (AMAT) Q2 2026: $670M Paper Gain Drives 33% EPS Jump
Applied Materials' operating business did accelerate this quarter — but nowhere near as much as the headline suggests. Diluted EPS of $3.51 was up 33.5% and net
PremiumVerisk Analytics (VRSK) Q2 2026: Revenue +4.4%, Net Income -9.8%, Interest Costs +48.7%
Verisk Analytics Q2 2026 10-Q: revenue +4.4% to USD 806.3M, net income -9.8% to USD 228.6M as interest expense surged 48.7%. Share buybacks of USD 1.57B drove equity into deficit.