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Wednesday, August 26, 2026
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Financial Analysis
Medtronic FY2026: Sales Up 8.4% to $36.4B, Every Segment Loses MarginPremium
Stock Analysis

Medtronic FY2026: Sales Up 8.4% to $36.4B, Every Segment Loses Margin

Balance sheet, income statement and segment figures are taken from Medtronic plc's Form 10-K for the fiscal year ended April 24, 2026, filed with the SEC on Jun

2026.08.02.0
Aflac (AFL) Q1 2026: Net Earnings 35x to $1.02B, Core FlatPremium
Stock Analysis

Aflac (AFL) Q1 2026: Net Earnings 35x to $1.02B, Core Flat

Aflac's net earnings went from $29 million to $1,019 million and diluted EPS from $0.05 to $1.98 — but the underlying insurance business earned almost exactly what it earned a year ago. Pretax adjuste

2026.08.02.0
Cognizant (CTSH) Q2 2026: Buybacks Lift EPS, Profit Dips 1.4%Premium
Stock Analysis

Cognizant (CTSH) Q2 2026: Buybacks Lift EPS, Profit Dips 1.4%

Cognizant's Q2 2026 results show revenue grew 4.5% to $5.48B but net income dipped 1.4% to $636M, while EPS rose 3.8% to $1.36 on aggressive buybacks.

2026.08.02.0
Honeywell (HON) Q2 2026: Quantinuum Gain Masks FCF CollapsePremium
Stock Analysis

Honeywell (HON) Q2 2026: Quantinuum Gain Masks FCF Collapse

Honeywell's Q2 2026 results are defined by two completed spinoffs and a $6.629 billion non-cash accounting gain from Quantinuum's deconsolidation. Behind the headline, core operating income declined 3.1%, free cash flow collapsed 91% to $88 million, and the remaining three business segments grew at only 2.6% — underperforming the divested Aerospace unit.

2026.08.01.2
McKesson (MCK) FY2026: Revenue $403B and GAAP EPS +49%, But Underlying Operating Profit Grew ~10–19%Premium
Stock Analysis

McKesson (MCK) FY2026: Revenue $403B and GAAP EPS +49%, But Underlying Operating Profit Grew ~10–19%

All figures from McKesson's Form 10-K for the fiscal year ended March 31, 2026, and the company's May 7, 2026 fourth-quarter and full-year earnings release. Dol

2026.08.01.0
Prologis (PLD) Q2 2026: Data Centers Lead $3.0B of First-Half Development StartsPremium
Stock Analysis

Prologis (PLD) Q2 2026: Data Centers Lead $3.0B of First-Half Development Starts

Prologis reported diluted EPS of $1.13 in the second quarter of 2026 against $0.61 a year earlier, but roughly four-fifths of that increase came from asset disp

2026.07.31.0
Stryker (SYK) Q2 2026: Shares Fall 5% Despite Earnings Beat as Iran-Linked Cyberattack Casts H2 ShadowPremium
Stock Analysis

Stryker (SYK) Q2 2026: Shares Fall 5% Despite Earnings Beat as Iran-Linked Cyberattack Casts H2 Shadow

Stryker beat Q2 2026 estimates with adjusted EPS USD 3.69 (+17.9% YoY) and revenue USD 6.6B, but shares dropped approximately 5% pre-market as investors focus on H2 headwinds from the March cyberattack by Iran-linked Handala group.

2026.07.31.0
PayPal Holdings (PYPL) Q2 2026 10-Q Analysis: Revenue Growth Stalls as Margin Pressure MountsPremium
Stock Analysis

PayPal Holdings (PYPL) Q2 2026 10-Q Analysis: Revenue Growth Stalls as Margin Pressure Mounts

PayPal's Q2 2026 10-Q reveals revenue grew 4.9% to $8,682M but operating income declined 5.1% as transaction costs grew at double the revenue rate. H1 operating cash flow surged 51.5%, supporting $3.05B in buybacks and the first-ever quarterly dividend.

2026.07.31.0
How to Read Korean DART Filings in English: A Guide for Foreign InvestorsPremium
Korea Stock

How to Read Korean DART Filings in English: A Guide for Foreign Investors

Step-by-step guide to Korea's DART for foreign investors: English portal, filing type glossary (사업보고서=annual report), deadlines, XBRL data, and free OpenDART API.

2026.07.31.1
ExxonMobil (XOM) Q2 2026: Revenue Tops USD 114 Billion but Adjusted Earnings Miss Consensus on Downstream WeaknessPremium
Stock Analysis

ExxonMobil (XOM) Q2 2026: Revenue Tops USD 114 Billion but Adjusted Earnings Miss Consensus on Downstream Weakness

ExxonMobil Q2 2026 adjusted earnings USD 14.7B missed the USD 15.7B consensus despite record revenue of USD 114.5B. Downstream margin compression drove the shortfall. Permian hit a record 1.8M BOE/day. Q2 shareholder returns: USD 9.4B.

2026.07.31.0
Elevance (ELV) Q2 2026: MLR Hits 89.7%, Net Income Falls 16%Premium
Stock Analysis

Elevance (ELV) Q2 2026: MLR Hits 89.7%, Net Income Falls 16%

Elevance Health Q2 2026: benefit expense ratio hit 89.69%, a five-year high, as premiums grew just 0.02%. Net income fell 16.1% to $1.46B. Full-year EPS guidance was

2026.07.31.0
Oracle FY2026 Annual Report: USD 638B Backlog and Negative Free Cash Flow of USD 23.7B Signal Infrastructure PivotPremium
Stock Analysis

Oracle FY2026 Annual Report: USD 638B Backlog and Negative Free Cash Flow of USD 23.7B Signal Infrastructure Pivot

Oracle FY2026: Revenue USD 67.4B (+17.3%), RPO backlog USD 638B, CapEx USD 55.7B (+162%), free cash flow -USD 23.7B. OCI cloud infrastructure revenue surged 77% as Oracle's infrastructure pivot accelerates.

2026.07.31.2