PremiumPhilip Morris (PM) Q2 2026: Op Margin 40.5%, EPS Down 8%
PMI Q2 2026: operating income +22% to $4.53B (margin 40.5%), but diluted EPS −7.7% to $1.80 due to $511M RBH non-cash impairment and equity-method income decline.
PremiumSamsung Electronics Q2 2026: Record KRW 89.5T Profit as MX Posts First Smartphone Loss Since 2011
Samsung Q2 2026: KRW 171.5T revenue (+130% YoY), KRW 89.5T operating profit (+1,817% YoY), 52.2% margin. DS at 70% OP margin; MX posts first quarterly loss since 2011.
PremiumMastercard (MA) Q2 2026: Revenue Climbs 14% to USD 9.3B, Adjusted EPS of USD 5.04 Beats Consensus by 5.4%
Mastercard Q2 2026: Net revenue USD 9.3B (+14% YoY), adjusted EPS USD 5.04 (+21%), beating Wall Street consensus on both lines. Cross-border volume +12%, GDV USD 2.9T. Value-Added Services grew 20%. USD 4.9B buybacks in Q2.
PremiumAirbnb (ABNB) Q1 2026: 43% Tax Rate Caps Net Income at $160M
Airbnb's operating income more than doubled to $86 million in the first quarter of 2026, yet net income rose only $6 million — because the effective tax rate ju
PremiumMeta (META) Q2 2026: Revenue Surges 28% to USD 60.8B but AI CapEx Crushes Free Cash Flow -91%, EPS Misses by 14%
Meta Q2 2026 revenue rose 28% to USD 60.8B, but GAAP EPS of USD 6.18 missed consensus by 14% as costs surged 55%. Free cash flow collapsed 91% to USD 784M. Stock fell ~11% after-hours.
PremiumO'Reilly Automotive (ORLY) Q1 2026: 8.1% Comps End 3-Year Margin Slide
O'Reilly Automotive posted first-quarter operating margin expansion in four years, with margin rising 53 basis points to 18.45% on 8.1% comparable store sales growth, reversing a three-year slide.
PremiumKinder Morgan (KMI) Q2 2026: EPS +22%, Operating Margin 30.1%
Kinder Morgan (KMI) Q2 2026 10-Q: operating income +16.8% to $1.35B, EPS $0.30 (+22%), revenue $4.48B (+10.8%). CO2 segment surges +50.7%. Analysis of pipeline earnings drivers and dividend sustainability.
PremiumNetflix (NFLX) Q2 2026: $2.8B Q1 WBD Fee Inflates H1 Net Income, Q2 Margin Stalls
Netflix lost the fight for Warner Bros. Discovery and walked away with a $2.8 billion consolation check recorded in Q1 2026 — inflating the six-month net income headline while the underlying Q2 operating margin fell to 33.4% from 34.1% a year earlier.
PremiumAlphabet (GOOGL) Q2 2026: Net Income Quadruples to $112.2B as Cloud Revenue Surges 82%
Alphabet delivered a blockbuster Q2 2026, reporting $119.8B revenue (+24.2% YoY), $40.8B operating income (+30.4%), and $112.2B net income (+297.9%). However, ~$99B of net income consists of unrealized equity fair value gains. Google Cloud surged 81.8% to $24.8B, signaling a decisive pivot from advertising to AI infrastructure.
PremiumCrowdStrike (CRWD) Q1 FY2027: Revenue Up 25.6%, RPO Hits $8.8B
CrowdStrike reported Q1 FY2027 revenue of $1,385.6M (+25.6% YoY) with remaining performance obligations reaching $8.8B (+29%). Net income flipped to +$27.8M from -$104.3M, while operating loss narrowed to -$30.6M. Two acquisitions (SGNL.AI, Seraphic Algorithms) drove goodwill to $2.27B.
PremiumONEOK (OKE) Q1 2026: FCF Drops to $70M as CapEx Jumps 37%
ONEOK posted first-quarter operating income of $1,428 million, up 17.0% from $1,220 million a year earlier, according to its Form 10-Q for the quarter ended March 31, 2026
PremiumCelltrion Amends Q2 2026 Earnings Filing, Confirms Record ₩430B Operating Profit
Celltrion's July 27 amended DART filing reaffirms Q2 2026 record results: ₩1.3T revenue (+35.2% YoY), ₩430B operating profit (+77.3% YoY), and 33% margin. New biosimilars Zymfentra and Steqeyma now exceed 60% of sales; analysts hold avg target of ₩265,333 (+37.6% upside).