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Saturday, August 29, 2026
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Financial Analysis
Verizon (VZ) Q2 2026: Phone Adds Swing to +184K, Adjusted EPS Up 6.6% as Charges Cut Reported EPS 22%Premium
Stock Analysis

Verizon (VZ) Q2 2026: Phone Adds Swing to +184K, Adjusted EPS Up 6.6% as Charges Cut Reported EPS 22%

Verizon added 184,000 postpaid phone subscribers in the second quarter of 2026, after losing 9,000 in the same quarter a year earlier — roughly 78,000 ahead of the 106,000 analysts had modeled. Adjusted EPS of $1.30 was up 6.6% from $1.22; reported EPS fell 22.0% to $0.92 on $1,810 million of pre-tax special items.

MinJeKim2026.08.29.
Chipotle (CMG) Q2 2026: Margin 15.7%, Buybacks Erase Retained EarningsPremium
Stock Analysis

Chipotle (CMG) Q2 2026: Margin 15.7%, Buybacks Erase Retained Earnings

Chipotle's headline looks stable — revenue up 9.3% and GAAP diluted EPS flat at $0.32 — and the market read the quarter as a beat. Comparable restaurant sales r

2026.08.29.0
Visa (V) Q3 FY2026: Value-Added Services Revenue Climbs to $3.8B While FX Revenue Growth Slows to 6%Premium
Stock Analysis

Visa (V) Q3 FY2026: Value-Added Services Revenue Climbs to $3.8B While FX Revenue Growth Slows to 6%

Visa's core network economics did not deteriorate this quarter — the reported margin did, and for reasons that sit outside the network. Operating margin fell to 59.1% from 60.7%, but the underlying adjusted margin declined only 0.8 points over two years to 66.1%.

2026.08.29.0
Allstate (ALL) Q2 2026: EPS Up 61% to $12.51, Underlying Margin FlatPremium
Stock Analysis

Allstate (ALL) Q2 2026: EPS Up 61% to $12.51, Underlying Margin Flat

Allstate's headline quarter is genuinely strong, but it is not a margin story. Diluted earnings per share rose 61.2% to $12.51 and the property-liability combin

2026.08.28.0
Synopsys (SNPS) Q3 FY2026: Revenue +42%, Debt Down $3.5BPremium
Stock Analysis

Synopsys (SNPS) Q3 FY2026: Revenue +42%, Debt Down $3.5B

One year after closing the $34.9 billion Ansys acquisition, Synopsys is finally producing the cash the deal was supposed to deliver. Operating cash flow for the

2026.08.28.3
Ecolab (ECL) Q2 2026: $4.75B CoolIT Bet, Net Income +2%Premium
Stock Analysis

Ecolab (ECL) Q2 2026: $4.75B CoolIT Bet, Net Income +2%

Ecolab's core business is running well enough to carry the debt it just took on — but the financing bill has already started to show up in earnings. Second-quarter net sales rose 9.7% to $4,415.4 million, yet net income climbed only 2.0% to $534.9 million.

2026.08.28.3
Workday Q2 FY2027: $305M Tax Benefit More Than Doubles Net IncomePremium
Stock Analysis

Workday Q2 FY2027: $305M Tax Benefit More Than Doubles Net Income

Workday's net income jumped 177% to $632 million, but almost none of that came from selling more software. A $305 million income tax benefit — the result of moving intellectual property between its own subsidiaries — did the heavy lifting.

2026.08.27.3
Altria (MO) Q2 2026: Oral Tobacco Underlying Profit Falls 8% to $459M; Reported 24% Drop Driven by Relocation ChargePremium
Stock Analysis

Altria (MO) Q2 2026: Oral Tobacco Underlying Profit Falls 8% to $459M; Reported 24% Drop Driven by Relocation Charge

Altria's cigarette business is still winning the price-versus-volume fight. Revenue net of excise taxes rose 1.2% in the second quarter, to $5.36 billion from $5.29 billion, while a $78M relocation charge drove a reported 24% decline in oral tobacco segment profit that overstates the underlying 8% deterioration.

2026.08.27.2
Chubb (CB) Q2 2026: 83.8% Combined Ratio, Net EPS Dips as PE Gains ShrinkPremium
Stock Analysis

Chubb (CB) Q2 2026: 83.8% Combined Ratio, Net EPS Dips as PE Gains Shrink

Chubb's underwriting engine posted a combined ratio better than any full year it reported from 2023 through 2024, yet net earnings per share still went down. The P&C combined ratio fell to 83

2026.08.26.1
Trane (TT) Q2 2026: Sales +10.6%, Record $12.1B Backlog, Gross Margin Sheds 1.9ptPremium
Stock Analysis

Trane (TT) Q2 2026: Sales +10.6%, Record $12.1B Backlog, Gross Margin Sheds 1.9pt

Trane Technologies spent $742.0 million on acquisitions in the first half of 2026, most of it to buy its way deeper into data center cooling. The bill arrived in the margin line.

2026.08.26.6
Hilton Worldwide (HLT) Q2 2026: RevPAR Climbs 3.9%, Pipeline Hits Record 541,300 RoomsPremium
Stock Analysis

Hilton Worldwide (HLT) Q2 2026: RevPAR Climbs 3.9%, Pipeline Hits Record 541,300 Rooms

Hilton Worldwide Q2 2026 results: System-wide RevPAR +3.9%, Adjusted EBITDA $1.05B, record 541,300-room pipeline. FY2026 guidance raised. Full analysis.

2026.08.25.6
Edwards Lifesciences Q2 2026: $188M California Tax Charge Cuts GAAP EPS to $0.42 While Guidance RisesPremium
Stock Analysis

Edwards Lifesciences Q2 2026: $188M California Tax Charge Cuts GAAP EPS to $0.42 While Guidance Rises

Edwards Lifesciences reported net income from continuing operations of $241.4 million for the second quarter of 2026, down 28.1% from $335.9 million a year earlier

2026.08.25.6