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Wednesday, August 26, 2026
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Financial Analysis

In-depth U.S. company analysis

Financial Analysis
Parker-Hannifin (PH) Q3 FY26: Aerospace Margin Hits 25.2% as a $9.25 Billion Filtration Group Deal Waits in the NotesPremium
Stock Analysis

Parker-Hannifin (PH) Q3 FY26: Aerospace Margin Hits 25.2% as a $9.25 Billion Filtration Group Deal Waits in the Notes

A note on the period: Parker-Hannifin's fiscal year ends June 30. The quarter covered by this 10-Q — the three months ended March 31, 2026 — is the company's fi

2026.08.08.5
Comcast (CMCSA) Q2 2026: Broadband Revenue Falls 5.5% as ARPU Slides 3.9%Premium
Stock Analysis

Comcast (CMCSA) Q2 2026: Broadband Revenue Falls 5.5% as ARPU Slides 3.9%

Comcast's broadband business — the engine that funds everything else — is now losing revenue roughly three times faster than it is losing customers. Domestic br

2026.08.06.1
Lowe's (LOW) Q1 FY2026: Revenue Jumps 10% but Acquisitions Lose $32MPremium
Stock Analysis

Lowe's (LOW) Q1 FY2026: Revenue Jumps 10% but Acquisitions Lose $32M

Lowe's revenue rose 10.3% to $23.08 billion, but that number says almost nothing about the home improvement cycle — $1.75 billion of the $2.15 billion increase,

2026.08.06.4
HCA Healthcare (HCA) Q2 2026: Revenue $20.2B +8.7%, Operating Cash Flow -44%, Annual Guidance CutPremium
Stock Analysis

HCA Healthcare (HCA) Q2 2026: Revenue $20.2B +8.7%, Operating Cash Flow -44%, Annual Guidance Cut

HCA Healthcare, the largest for-profit hospital chain in the United States, posted Q2 2026 revenue of $20.230 billion (+8.7% year over year), net income attribu

2026.08.05.3
Cintas (CTAS) FY2026: Record 23.1% Margin, and a UniFirst Deal That Adds $2.8B of Debt and 14.3M SharesPremium
Stock Analysis

Cintas (CTAS) FY2026: Record 23.1% Margin, and a UniFirst Deal That Adds $2.8B of Debt and 14.3M Shares

Cintas closed fiscal 2026 with its highest operating margin on record — 23.14% on $11.26 billion of revenue, against 22.82% in fiscal 2025 — and then committed to the largest acquisition in its history, a $5.5 billion UniFirst deal expected to add roughly $2.8 billion of new debt and approximately 14.26 million new shares.

2026.08.05.2
Analog Devices (ADI) FY26 Q2: Revenue +37% to Record, GAAP EPS +111%, Stock FallsPremium
Stock Analysis

Analog Devices (ADI) FY26 Q2: Revenue +37% to Record, GAAP EPS +111%, Stock Falls

Analog Devices (NASDAQ: ADI) posted fiscal Q2 2026 (February 1–May 2, 2026) revenue of $3,623.5 million and net income of $1,176.4 million, up +37.2% and +106.5

2026.08.05.3
Northrop (NOC) Q2 2026: Record $104.7B Backlog, Margin 10.1%Premium
Stock Analysis

Northrop (NOC) Q2 2026: Record $104.7B Backlog, Margin 10.1%

Northrop Grumman's order book crossed $100 billion for the first time — backlog reached $104.7 billion at June 30, 2026, up 16.7% from $89.7 billion a year earl

2026.08.04.3
Merck & Co. (MRK) Q1 2026: $4.2B net loss on $9B R&D charge, FCF up 2.5xPremium
Stock Analysis

Merck & Co. (MRK) Q1 2026: $4.2B net loss on $9B R&D charge, FCF up 2.5x

Merck & Co., Inc. (NYSE: MRK) reported earnings on April 30, 2026, and the Q1 2026 10-Q filed shortly after looks, at first glance, like a catastrophe. Revenue

2026.08.04.1
AutoZone (AZO) Q2 2026: Revenue $4.84B, +8.4%; EPS $38.07, +7.7%, on Store ExpansionPremium
Stock Analysis

AutoZone (AZO) Q2 2026: Revenue $4.84B, +8.4%; EPS $38.07, +7.7%, on Store Expansion

AutoZone, the leading US auto-parts retailer, posted quarterly revenue of $4,840.9 million for the 12 weeks ended May 9, 2026, up 8.4% year over year, alongside

2026.08.04.1
Bank of America (BAC) Q2 2026: EPS +34% as Equities Revenue Surges 70%Premium
Stock Analysis

Bank of America (BAC) Q2 2026: EPS +34% as Equities Revenue Surges 70%

Bank of America Q2 2026 10-Q: EPS $1.21 (+34% YoY), equities trading revenue +70%, NII +9% to $16.0B, total revenue +15% to $31.6B. NIM expanded 14bp to 2.08%. Consumer Banking NI +10%, CET1 11.2%.

2026.08.04.1
Dominion (D) Q2 2026: $820M RNG Writedown Masks 22% Virginia GainPremium
Stock Analysis

Dominion (D) Q2 2026: $820M RNG Writedown Masks 22% Virginia Gain

Dominion Energy Q2 2026 results: $820M renewable natural gas writedown and $78M solar impairment drove a GAAP net loss, while core Virginia utility operating earnings rose 22% YoY to $670M.

2026.08.03.4
Sempra (SRE) Q1 2026: Net Profit Surges 25% Despite Revenue DipPremium
Stock Analysis

Sempra (SRE) Q1 2026: Net Profit Surges 25% Despite Revenue Dip

Sempra's Q1 2026 net income rose 25.1% to $1.15B despite a 3.9% revenue decline, driven by record Oncor equity earnings, lower gas procurement costs, and reduced interest expenses.

2026.08.03.0