General Motors (GM) Q2 2026: $2.3B EV Charge Masks 8.6% GMNA Margin as GM Lifts 2026 Guidance
General Motors Q2 2026: Revenue $48B, Adj. EPS $3.57 beat $3.13 consensus. GMNA adjusted margin reaches 8.6%, driving a second FY2026 guidance raise to $14–16B EBIT-adjusted. A $2.3B EV realignment charge, rising warranty liabilities, and $4.1B in cash EV reset payments require scrutiny.
ServiceNow (NOW) Q2 FY2026: $1B AI ACV Milestone Reached as Revenue Surges 24% — But the EPS Gap Demands Attention
ServiceNow Q2 FY2026 deep dive: $3.987B revenue (+24%), $1B+ AI ACV milestone, cRPO $13.2B, non-GAAP EPS $0.90 vs $0.81. Analysis of the EPS growth gap, FCF trajectory, and H2 margin outlook.
Public Storage Q2 2026: Core FFO Falls 2.6% as Same-Store Revenue Slips — NSA Merger Reshapes Scale
Public Storage Q2 2026: Core FFO/share $4.17 (-2.6%), same-store NOI -2.2%, GAAP up 45.7% (FX distortion). NSA merger closes, adding 1,000+ properties. Full analysis.
Union Pacific (UNP) Q2 2026: Zero Buybacks, Record Operating Income, and a $20B Bill Coming
Union Pacific bought back exactly zero shares in the first half of 2026, against 11.86 million shares for $2.68 billion a year earlier. That single line explain
NVIDIA (NVDA) Q1 FY27: $15.9B Investment Gains Lift EPS to $2.39, vs $1.87 Non-GAAP
Net income tripled, but the chip business did not. Of NVIDIA's $69,903 million in pre-tax income for the quarter ended April 26, 2026, $15,929 million — 22.8% —
S&P Global (SPGI) Q2 FY2026: Ratings Revenue Hits $1.34B as Mobility Separates, EPS Guidance Raised Again
S\&P Global Q2 FY2026: Revenue +10.4% to $4.15B, adjusted EPS +23.2% to $4.83. Ratings margin 68%, Indices +20%. Mobility separated July 1. FY2026 adj. EPS guidance raised to $17.50-17.75.
Honeywell Technologies Reports Q2 FY2026 Results: Aerospace Spin-Off Complete, Pure-Play Automation Era Begins
Honeywell Technologies (NASDAQ: HON) delivered a landmark second quarter in 2026, completing the most consequential corporate restructuring in the company's mod
Caterpillar (CAT) Q2 2026: First $20B Quarter, EPS Jumps 68%
Caterpillar's profit surge is real, but it is a volume story rather than a pricing story. Sales and revenues reached $20,543 million in the second quarter
Bank of America (BAC) Q2 FY2026: Trading Breakout and NII Recovery Drive 27% Profit Surge to $9.1 Billion
Bank of America Q2 FY2026: $9.1B net income (+27%), equities trading +70% to $3.6B, IB fees +50%, NII $16B, ROTCE 17.0%, CET1 11.2%. Full-year NII guide raised to upper end of 6-8% range.
Tesla (TSLA) Q2 FY2026: Revenue Surges 26% to $28.2B as AI Costs Crush Operating Margin to 1.4%
Tesla posted $28.24 billion in Q2 2026 revenue — a 26% year-over-year jump on 25% delivery growth and 50% Services expansion — but operating income collapsed 57% to $398 million as AI-driven R&D and CEO compensation costs pushed the operating margin to just 1.4%. A $1 billion SpaceX mark-to-market gain and a one-time California tax benefit kept net income at $1.11 billion.
Thermo Fisher (TMO) Q2 2026: Guidance Raised, Cash Down 59% YTD After $9.1B Clario
Half of Thermo Fisher's reported revenue growth was bought rather than earned. The company's own non-GAAP reconciliation in the 10-Q splits the second quarter's
Lockheed Martin (LMT) Q2 2026: EPS $7.94, Record $230B Backlog
Lockheed Martin's profit rebound is real, but it is smaller than the headline suggests. Diluted earnings per share came in at $7.94 against $1.46 a year ago, wh