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Thursday, October 29, 2026
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Reports
Intel (INTC) Q2 2026: Revenue +25.4%, Op Profit Turns Positive; $10.85B Net Loss on Escrow
Stock Analysis

Intel (INTC) Q2 2026: Revenue +25.4%, Op Profit Turns Positive; $10.85B Net Loss on Escrow

Intel posted Q2 2026 revenue of $16.13 billion, up 25.4% year-over-year, swinging to operating income of $1.796 billion from a $3.176 billion operating loss in Q2 2025.

2026.08.09.6
Applied Materials (AMAT) Q2 2026: $670M Paper Gain Drives 33% EPS Jump
Stock Analysis

Applied Materials (AMAT) Q2 2026: $670M Paper Gain Drives 33% EPS Jump

Applied Materials' operating business did accelerate this quarter — but nowhere near as much as the headline suggests. Diluted EPS of $3.51 was up 33.5% and net

2026.08.09.9
Verisk Analytics (VRSK) Q2 2026: Revenue +4.4%, Net Income -9.8%, Interest Costs +48.7%
Stock Analysis

Verisk Analytics (VRSK) Q2 2026: Revenue +4.4%, Net Income -9.8%, Interest Costs +48.7%

Verisk Analytics Q2 2026 10-Q: revenue +4.4% to USD 806.3M, net income -9.8% to USD 228.6M as interest expense surged 48.7%. Share buybacks of USD 1.57B drove equity into deficit.

2026.08.08.5
Parker-Hannifin (PH) Q3 FY26: Aerospace Margin Hits 25.2% as a $9.25 Billion Filtration Group Deal Waits in the Notes
Stock Analysis

Parker-Hannifin (PH) Q3 FY26: Aerospace Margin Hits 25.2% as a $9.25 Billion Filtration Group Deal Waits in the Notes

A note on the period: Parker-Hannifin's fiscal year ends June 30. The quarter covered by this 10-Q — the three months ended March 31, 2026 — is the company's fi

2026.08.08.14
Comcast (CMCSA) Q2 2026: Broadband Revenue Falls 5.5% as ARPU Slides 3.9%
Stock Analysis

Comcast (CMCSA) Q2 2026: Broadband Revenue Falls 5.5% as ARPU Slides 3.9%

Comcast's broadband business — the engine that funds everything else — is now losing revenue roughly three times faster than it is losing customers. Domestic br

2026.08.06.8
Lowe's (LOW) Q1 FY2026: Revenue Jumps 10% but Acquisitions Lose $32M
Stock Analysis

Lowe's (LOW) Q1 FY2026: Revenue Jumps 10% but Acquisitions Lose $32M

Lowe's revenue rose 10.3% to $23.08 billion, but that number says almost nothing about the home improvement cycle — $1.75 billion of the $2.15 billion increase,

2026.08.06.7
HCA Healthcare (HCA) Q2 2026: Revenue $20.2B +8.7%, Operating Cash Flow -44%, Annual Guidance Cut
Stock Analysis

HCA Healthcare (HCA) Q2 2026: Revenue $20.2B +8.7%, Operating Cash Flow -44%, Annual Guidance Cut

HCA Healthcare, the largest for-profit hospital chain in the United States, posted Q2 2026 revenue of $20.230 billion (+8.7% year over year), net income attribu

2026.08.05.6
Cintas (CTAS) FY2026: Record 23.1% Margin, and a UniFirst Deal That Adds $2.8B of Debt and 14.3M Shares
Stock Analysis

Cintas (CTAS) FY2026: Record 23.1% Margin, and a UniFirst Deal That Adds $2.8B of Debt and 14.3M Shares

Cintas closed fiscal 2026 with its highest operating margin on record — 23.14% on $11.26 billion of revenue, against 22.82% in fiscal 2025 — and then committed to the largest acquisition in its history, a $5.5 billion UniFirst deal expected to add roughly $2.8 billion of new debt and approximately 14.26 million new shares.

2026.08.05.8
Analog Devices (ADI) FY26 Q2: Revenue +37% to Record, GAAP EPS +111%, Stock Falls
Stock Analysis

Analog Devices (ADI) FY26 Q2: Revenue +37% to Record, GAAP EPS +111%, Stock Falls

Analog Devices (NASDAQ: ADI) posted fiscal Q2 2026 (February 1–May 2, 2026) revenue of $3,623.5 million and net income of $1,176.4 million, up +37.2% and +106.5

2026.08.05.5
Northrop (NOC) Q2 2026: Record $104.7B Backlog, Margin 10.1%
Stock Analysis

Northrop (NOC) Q2 2026: Record $104.7B Backlog, Margin 10.1%

Northrop Grumman's order book crossed $100 billion for the first time — backlog reached $104.7 billion at June 30, 2026, up 16.7% from $89.7 billion a year earl

2026.08.04.10
Merck & Co. (MRK) Q1 2026: $4.2B net loss on $9B R&D charge, FCF up 2.5x
Stock Analysis

Merck & Co. (MRK) Q1 2026: $4.2B net loss on $9B R&D charge, FCF up 2.5x

Merck & Co., Inc. (NYSE: MRK) reported earnings on April 30, 2026, and the Q1 2026 10-Q filed shortly after looks, at first glance, like a catastrophe. Revenue

2026.08.04.8
AutoZone (AZO) Q2 2026: Revenue $4.84B, +8.4%; EPS $38.07, +7.7%, on Store Expansion
Stock Analysis

AutoZone (AZO) Q2 2026: Revenue $4.84B, +8.4%; EPS $38.07, +7.7%, on Store Expansion

AutoZone, the leading US auto-parts retailer, posted quarterly revenue of $4,840.9 million for the 12 weeks ended May 9, 2026, up 8.4% year over year, alongside

2026.08.04.4