Loading market data...
Thursday, October 29, 2026
LineVest LogoLineVest

LineVest

Reports

Company research grounded in filings and industry evidence — free to read

Reports
Cadence (CDNS) Q2 2026: China Revenue Up 96%, RPO $8.1B
Stock Analysis

Cadence (CDNS) Q2 2026: China Revenue Up 96%, RPO $8.1B

Cadence's headline operating margin jumped to 28.4% from 19.0% a year ago, but almost the entire gain is the absence of one item — the $128.5 million export-con

2026.08.17.17
ConocoPhillips Q2 2026: EPS Doubles to $3.23 on $104 Brent
Stock Analysis

ConocoPhillips Q2 2026: EPS Doubles to $3.23 on $104 Brent

Almost all of ConocoPhillips' second-quarter earnings surge came from price rather than volume: realized prices rose 36% per barrel of oil equivalent while prod

2026.08.17.20
Rockwell (ROK) Q3 FY26: Organic Sales +10%, Operating Leverage 3.0x, FY Guidance Raised to $13.15
Stock Analysis

Rockwell (ROK) Q3 FY26: Organic Sales +10%, Operating Leverage 3.0x, FY Guidance Raised to $13.15

Rockwell Automation's recovery is led more by volume than by price, and that is the single most important thing in this filing — but the claim needs to be stated carefully, because it holds for the quarter more than for the year.

2026.08.17.7
Berkshire Hathaway (BRK.A) Q2 FY2026: Net Income +107%, Liquidity $365.5B Down $32B From Record; Abel Era Resumes Buybacks, M&A
Stock Analysis

Berkshire Hathaway (BRK.A) Q2 FY2026: Net Income +107%, Liquidity $365.5B Down $32B From Record; Abel Era Resumes Buybacks, M&A

Berkshire Hathaway (BRK.A) Q2 FY2026: Net Income +107%, Liquidity $365.5B Down $32B From Record; Abel Era Resumes Buybacks, M&A

2026.08.17.18
Cisco Systems (CSCO) Q3 FY2026: Networking +25%, Inventory +49%, Q4 Revenue +18%
Stock Analysis

Cisco Systems (CSCO) Q3 FY2026: Networking +25%, Inventory +49%, Q4 Revenue +18%

Cisco Systems (CSCO) Q3 FY2026: Networking +25%, Inventory +49%, Q4 Revenue +18%

2026.08.14.20
Thermo Fisher Scientific (TMO) Q2 2026: Revenue +10.5%, Organic Growth 5%, Cash -58% on Clario Deal
Stock Analysis

Thermo Fisher Scientific (TMO) Q2 2026: Revenue +10.5%, Organic Growth 5%, Cash -58% on Clario Deal

Thermo Fisher Scientific (TMO) Q2 2026: Revenue +10.5%, Organic Growth 5%, Cash -58% on Clario Deal

2026.08.14.13
Broadcom (AVGO) Q2 FY2026: Revenue +48%, AI Chips +143%, $29B Post-Quarter Backstop
Stock Analysis

Broadcom (AVGO) Q2 FY2026: Revenue +48%, AI Chips +143%, $29B Post-Quarter Backstop

Broadcom's AI franchise did not just grow in the quarter ended May 3, 2026 — it reshaped the company's financial profile, with semiconductor revenue up 78.5% ye

2026.08.14.10
Procter & Gamble (PG) FY2026: Net Sales $87.0B +3%, Operating Margin -160bp, Core EPS $6.89; Thorne $3.8B
Stock Analysis

Procter & Gamble (PG) FY2026: Net Sales $87.0B +3%, Operating Margin -160bp, Core EPS $6.89; Thorne $3.8B

Procter & Gamble (PG) FY2026: Net Sales $87.0B +3%, Operating Margin -160bp, Core EPS $6.89; Thorne $3.8B

2026.08.13.12
Linde (LIN) Q2 2026: Sales Up 9%, Margin Streak Ends, Stock Falls 5%
Stock Analysis

Linde (LIN) Q2 2026: Sales Up 9%, Margin Streak Ends, Stock Falls 5%

After three years of a flat top line, Linde finally delivered growth — and the margin machine that carried the stock through the drought stopped expanding for the first time in this three-year run.

2026.08.13.33
RTX Q2 2026: Backlog Hits $289B, Operating Profit Up 31%
Stock Analysis

RTX Q2 2026: Backlog Hits $289B, Operating Profit Up 31%

RTX is converting the European rearmament cycle into reported margin, not just order announcements. Second-quarter operating profit rose 31.0% to $2,811 million

2026.08.12.15
Devon Energy (DVN) Q2 FY2026: Revenue $7.42B +73%, Net Income $1.91B +108%; Adj. EPS $1.57
Stock Analysis

Devon Energy (DVN) Q2 FY2026: Revenue $7.42B +73%, Net Income $1.91B +108%; Adj. EPS $1.57

Devon Energy (DVN) Q2 FY2026: Revenue $7.42B +73%, Net Income $1.91B +108%; Adj. EPS $1.57

2026.08.12.13
Exelon (EXC) Q2 2026: Revenue Up 8.8% but H1 EPS Slips to $1.28
Stock Analysis

Exelon (EXC) Q2 2026: Revenue Up 8.8% but H1 EPS Slips to $1.28

Exelon (EXC) Q2 2026: Revenue Up 8.8% but H1 EPS Slips to $1.28

2026.08.12.9