Dover’s Cooling Growth Is Running Ahead of Its Profit Gains
Dover sells industrial pumps, fuel-handling equipment, product-marking systems, and refrigeration and cooling equipment to manufacturers and retailers. In the third quarter of 2026, sales grew 7.5%, but factory changes and the cost of raising refrigeration output held back profit in its fastest-growing division. The company has enough cash and borrowing capacity to support its expansion. Turning the stronger order book into more profitable deliveries is now a central test of that investment.
Snap-on’s Industrial Gains Could Not Offset Weaker Tool Orders
Snap-on sells tools, repair equipment and diagnostic information to professional mechanics and industrial customers, and lends money to help customers buy them.
PulteGroup Has Fewer Unsold Homes, but More Money Tied Up in Land
PulteGroup builds and sells homes across the United States and provides mortgage, title, and insurance services to its buyers. In the third quarter ended September 30, 2026, fewer deliveries and smaller profits on each dollar of home sales pushed net income down 18.8%.
Atmos Energy’s Rate Gains Lift Profit, but System Upgrades Need Outside Funding
Atmos Energy delivers natural gas to homes and businesses and charges other companies to move and store gas. In the first nine months of fiscal 2026, its net profit rose 19.9%.
State Street’s Growing Fees Are Outrunning Its Rising Costs
State Street earns money by safeguarding and administering investments for institutions, managing investment funds, and helping clients trade currencies and borrow securities.
Corpay’s Corporate Payments Growth Is Outpacing Profit
Corpay helps businesses pay suppliers, exchange currencies, and control employee fuel, travel, and other spending. In the second quarter ended June 30, 2026, its Corporate Payments business increased revenue by 42%, but operating profit grew 27% as acquisitions and expansion added costs.
C.H. Robinson’s Higher Profit Comes With Larger Cash Needs
C.H. Robinson arranges truck, ocean and air transportation for customers and pays independent carriers to move their goods. In the second quarter ended June 30, 2026, operating profit rose 18.4%, but cash generated by operations fell to $35.9 million as higher freight bills left more money awaiting collection.
3M CO (MMM) Q3 FY2026: Net Income Surges 64.6% as Nonoperating Results Improve
3M CO (MMM) Q3 FY2026: "Net Income Surges 64.6% as Nonoperating Results Improve"
Xylem’s Profit Improvement Comes With Bigger Cash Commitments
Xylem sells pumps, water-treatment equipment, meters and services that help utilities and businesses move, clean and measure water. In the second quarter of 2026, operating profit rose 27.9% while sales grew 1.5%, as productivity improvements, pricing and lower special costs helped the company keep more of each sales dollar.
Akamai’s Cloud Expansion Puts Spending Ahead of New Revenue
Akamai Technologies sells businesses protection from online attacks, faster delivery of internet content, and computing capacity for their applications. In the second quarter of 2026, revenue rose 5.4% to $1.10 billion, but the cost of expanding and running the business sharply reduced profit.
Toll Brothers’ New Communities Lift Orders, but Incentives Erode Profit
Toll Brothers builds and sells luxury homes, including homes buyers personalize before construction and homes available for a faster move-in. In its third fiscal quarter ended July 31, 2026, new communities helped lift net orders 5%, but net profit fell 24% as the company delivered fewer homes and offered larger incentives on homes started before finding a buyer.
Keysight Turns Demand for Faster AI Networks Into Higher Profit and Cash
Keysight Technologies sells the instruments, software, and services engineers use to design and test electronic products and communications networks. In its third fiscal quarter, ended July 31, 2026, demand for faster AI data-center connections helped lift operating profit to $461 million, nearly twice the year-earlier amount.