Fortinet (FTNT) Q2 2026: The Refresh Wasn't Over
In August 2025 Fortinet told investors the 2026 firewall refresh was already 40–50% complete, the stock fell hard, and the company was sued for what it had said
Freeport-McMoRan (FCX) Q2 2026: 47% Less Went to Partners
Copper set an all-time high weeks after this quarter closed — the filing records the COMEX settlement price closing at $6.56 per pound on August 6, 2026 — and Fre
Norfolk Southern (NSC) Q2 2026: Revenue +11%, Profit -4%
Norfolk Southern (NSC) Q2 2026: Revenue +11%, Profit -4%
Zoetis (ZTS) Q2 2026: Flat Revenue Hid a $132M Pet Drop
Zoetis is valued as a companion-animal growth company. In the second quarter of 2026 that engine ran backwards: U.S. companion animal revenue fell to $1,044 mil
McDonald's (MCD) Q2 2026: IOM Operating Income Up 5.4% as US Traffic Falls
McDonald's Q2 2026 10-Q analysis: revenue up 3.7% to $7,099M, IOM operating income up 5.4%, US comp sales +0.8% masking traffic declines, FCF of $3.7B, shareholders' deficit narrowed to −$1,023M.
Eli Lilly (LLY) Q2 2026: Realized Price Subtracted 36 Points Outside the U.S.
Eli Lilly grew revenue 48% last quarter while realized prices fell. The filing breaks the increase into its parts, and every point of it came from volume: units added 60 points, realized price subtracted 13, and currency added 1.
W.W. Grainger (GWW) Q2 FY2026: Revenue $5.0B, EPS $12.01 Up 20.5% — Tariff Refund Drove Most of the Gross-Margin Gain
Revenue rose 10.3%, operating profit 19.0%, and diluted EPS 20.5% year over year. W.W. Grainger, North America's largest industrial MRO distributor, reported se
Super Micro (SMCI) FY2026: $2.2B Profit, $6.8B Cash Burn
Super Micro earned a record $2,230.5 million in fiscal 2026 and still drained $6,809.9 million of cash from operations — the gap is not an accounting quirk, it is inventory.
Abbott (ABT) Q2 2026: Net Earnings Fall 48% as Debt Tops $32B and S&P Cuts Rating to A+
Abbott's net earnings nearly halved in the second quarter, but the operating business did not break. Sales rose 13.0% to $12,593 million — though only 4.8% on A
Ross Stores (ROST) Q2 FY2026: Comps +10%, EPS +71% on Tariff Refund
Ross Stores posted a 17.6% operating margin in the quarter ended August 1, 2026, up from 11.5% a year earlier — and about two-thirds of that jump will not repea
IDEXX (IDXX) Q2 2026: Instruments Drop 20%, Margin Hits 64%
IDEXX sold fewer diagnostic analyzers this quarter — instrument revenue fell 19.5% to $47.2M — and it did not matter, because the installed base did the work in
Valero (VLO) Q2 2026: EPS Hits $12.62, Distillate Sales Up 62%
Valero's margin recovery is real, and it is not an accounting illusion. Second-quarter operating income reached $5,196 million against $997 million a year earli