Nucor’s Stronger Mills Are Paying for Expansion, but Finished Products Still Face a Squeeze
Nucor’s stronger steel-mill earnings and lower equipment spending helped its operating cash cover construction and shareholder payments in the first half of fiscal 2026.
Dexcom Turns Sales Growth Into Higher Profit Despite G6 Inventory Charges
Dexcom, which sells wearable sensors that track glucose levels, increased second-quarter 2026 sales by 13.1% from a year earlier while operating profit rose 49.7%.
Equinix’s Stronger Demand Is Bringing a Much Larger Construction Bill
Equinix, which houses and connects customers’ computers, increased recurring revenue about 11% in the second quarter of 2026. First-half purchases of buildings and equipment exceeded cash generated by operations by $1.050 billion, excluding separately reported real estate acquisitions.
Motorola Solutions’ Faster Growth Comes With a Larger Funding Bill
Motorola Solutions supplies communications and security systems to emergency services, governments and businesses. Its second-quarter fiscal 2026 sales grew 13.3%.
Texas Instruments Rebuilds Cash Ahead of Its Silicon Labs Acquisition
Texas Instruments increased cash and short-term investments by $2.12 billion in the first half of 2026, strengthening its funding position ahead of the planned Silicon Labs acquisition.
Snowflake Narrows Its Operating Loss as New Products Weaken Product Margins
Snowflake, which helps businesses store, analyze, and use their data in artificial intelligence applications, grew revenue by 35% in its second quarter of fiscal 2027.
T-Mobile’s Bigger Customer Base Is Growing Sales Faster Than Profit
T-Mobile US, Inc., which sells mobile service and home internet, increased service revenue by 8.9% in the second quarter of 2026, while net profit rose just 0.5%
United Rentals’ Faster Growth Is Drawing More Cash Into Its Fleet
United Rentals, which rents construction and industrial equipment, reported faster rental-revenue growth in the second quarter of 2026 than in the previous year
Newmont Turns Higher Gold Prices Into Cash Despite Fewer Gold Ounces Sold
Newmont, which mines gold and other metals, generated $2.21 billion after paying for property, equipment and mine development in the second quarter of 2026, as higher realized gold prices than a year earlier outweighed fewer ounces sold.
Diamondback Energy Turns Higher Oil Prices Into Debt Reduction While Gas Remains a Drag
Diamondback Energy, which produces oil and natural gas mainly in West Texas, used stronger oil sales to fund drilling and reduce debt in the first half of 2026.
MSCI’s Index Growth Lifts Profit, but Payouts Exceed Cash Left After Investment
MSCI, which sells investment benchmarks, financial data and tools for measuring risk, drew about four-fifths of its second-quarter 2026 revenue growth from its index business.
Copart’s Planned ACV Deal Adds a Growth Test as U.S. Operating Profit Falls
Copart, which helps insurers and other sellers auction damaged and used vehicles, faces two growth challenges after its fiscal year ended July 31, 2026. U.S. operating profit fell 4.2%, and growth abroad only partly offset the decline.