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Honeywell Technologies Reports Q2 FY2026 Results: Aerospace Spin-Off Complete, Pure-Play Automation Era BeginsPremium
Stock Analysis

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

2026.08.22.7
Caterpillar (CAT) Q2 2026: First $20B Quarter, EPS Jumps 68%Premium
Stock Analysis

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

2026.08.22.7
Bank of America (BAC) Q2 FY2026: Trading Breakout and NII Recovery Drive 27% Profit Surge to $9.1 BillionPremium
Stock Analysis

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.

2026.08.22.6
Tesla (TSLA) Q2 FY2026: Revenue Surges 26% to $28.2B as AI Costs Crush Operating Margin to 1.4%Premium
Stock Analysis

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.

2026.08.22.6
Thermo Fisher (TMO) Q2 2026: Guidance Raised, Cash Down 59% YTD After $9.1B ClarioPremium
Stock Analysis

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

2026.08.21.2
Lockheed Martin (LMT) Q2 2026: EPS $7.94, Record $230B BacklogPremium
Stock Analysis

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

2026.08.21.8
MetLife (MET) Q2 2026: Investment Income Climbs 18% to $6.7BPremium
Stock Analysis

MetLife (MET) Q2 2026: Investment Income Climbs 18% to $6.7B

MetLife's operating engine had its best quarter in years, and almost none of it reached the reported bottom line. Net investment income rose 18.4% to $6,702 mil

2026.08.21.7
Arthur J. Gallagher & Co. (AJG) Q2 2026: Total Assets +15.8% to $81.8B, GAAP Net Income -12%, Adjusted EPS +23%Premium
Stock Analysis

Arthur J. Gallagher & Co. (AJG) Q2 2026: Total Assets +15.8% to $81.8B, GAAP Net Income -12%, Adjusted EPS +23%

Arthur J. Gallagher & Co., the world's third-largest insurance broker by revenue (Business Insurance 2026 Global Rankings), ended Q2 2026 with total assets of $

2026.08.21.5
Gilead (GILD) Q2 2026: $11.2B IPR&D Charge Drives $10.5B Loss — and a Guidance RaisePremium
Stock Analysis

Gilead (GILD) Q2 2026: $11.2B IPR&D Charge Drives $10.5B Loss — and a Guidance Raise

Gilead Sciences swung to a $10,496 million net loss for the three months ended June 30, 2026 — negative $8.45 per share, against $1,960 million of profit a year

2026.08.21.5
CME Group (CME) Q2 2026: Trading Fees Slip 2.6%, Market Data Hits Record $238MPremium
Stock Analysis

CME Group (CME) Q2 2026: Trading Fees Slip 2.6%, Market Data Hits Record $238M

The volatility trade that powered CME Group's first quarter cooled in the second, and the exchange's core fee engine went into reverse. Clearing and transaction

2026.08.20.8
CSX Corporation (CSX) Q2 FY2026: Record Revenue $3.94B, Net Income +21%, FCF 3.6x on Base EffectsPremium
Stock Analysis

CSX Corporation (CSX) Q2 FY2026: Record Revenue $3.94B, Net Income +21%, FCF 3.6x on Base Effects

CSX Corporation, which operates roughly 20,000

2026.08.20.7
Booking (BKNG) Q2 2026: Net Income Doubles on $1.1B FX SwingPremium
Stock Analysis

Booking (BKNG) Q2 2026: Net Income Doubles on $1.1B FX Swing

Booking Holdings reported net income of $1.95 billion for the second quarter of 2026, up 117.9% from $895 million a year earlier — but only 17.2% of that pre-tax improvement came from running the business.

2026.08.20.5