Mondelez’s Profit Rebound Runs Ahead of Its Snack Business Recovery
Mondelez International sells biscuits, baked snacks and chocolate, including Oreo, Ritz, Cadbury and Milka. In the second quarter ended June 30, 2026, reported operating profit rose 66%, while combined operating profit across its four geographic businesses fell 10.1%.
TE Connectivity’s Industrial Business Drove All Its Q3 FY2026 Operating Profit Growth
TE Connectivity’s industrial business generated all the company’s reported operating profit growth in the third quarter of fiscal 2026, offsetting a transportation profit decline driven by higher restructuring charges.
Intuitive Surgical’s Q2 2026 Operating Profit Grew 25.9% Even Without the Tariff Refund
Intuitive Surgical’s operating profit grew 30.7% in the second quarter of 2026 as hospitals performed more procedures using its systems. Removing a tariff refund still leaves 25.9% growth, showing that the improvement extended beyond that benefit.
Walmart (WMT) Q2 FY2027 Margins: Gross Tariff Refunds Exceed the Operating Profit Increase
Walmart’s Q2 FY2027 operating profit rose by $2.097 billion, while approximately $2.9 billion of tariff refunds reduced its cost of sales. The quarter ended July 31, 2026.
Cardinal Health’s Specialty Expansion Lifts Profit and Raises Future Cash Needs
Cardinal Health supplies medicines and medical products to pharmacies, hospitals and other care providers, and increasingly helps run specialty physician practices.
Arista Networks’ Higher Profits Come With Bigger Commitments to Future Network Demand
Arista Networks sells equipment, software and support that help move data through cloud, artificial-intelligence and business networks. In the second quarter ended June 30, 2026, operating profit rose 39.7% from a year earlier, outpacing sales growth even as more sales went to large customers that generally receive bigger discounts.
Con Edison’s H1 2026 Profit Rose, but Operating Cash Fell Short of Investment and Dividends
Consolidated Edison’s operations generated less cash in the first half of 2026 even as reported profit increased. Operating cash flow fell 30.0%, leaving a $1.34 billion shortfall after capital spending, equipment removal and cash dividends.
Constellation Brands’ Beer Recovery Depends on Sales Beyond the Distributor
Constellation Brands sells Modelo, Corona, Pacifico, and other beer brands, alongside a smaller wine and spirits portfolio. In its second quarter of fiscal 2027, ended August 31, 2026, distributors rebuilding beer inventories helped consolidated net sales rise 6.1%, but the volume of beer U.S. distributors shipped onward to retailers fell 0.6%.
Duke Energy (DUK) H1 2026 Free Cash Flow: Capital Spending Exceeded Operating Cash by $3.97B
Duke Energy’s operations funded only about half its capital spending in the first half of 2026. Operating cash flow fell to $4.27 billion while capital spending rose to $8.24 billion, leaving a $3.97 billion shortfall before dividends.
Costco’s Cash Generation Supports a Larger Expansion Budget
Costco sells groceries, household goods and services through membership warehouses and digital channels. In fiscal 2026, ended August 30, it generated $15.82 billion of operating cash.
Boston Scientific (BSX) H1 2026 Buybacks: $2.0B Exceeds Free Cash Flow by $550M
Boston Scientific spent $2.0 billion buying back shares in the first half of 2026, exceeding cash remaining after capital spending by $550 million. Profit grew strongly, but cash generated by operations barely changed.
EOG Resources (EOG) H1 2026 Cash Flow: $1.4B Left After Property Spending and Payouts
EOG Resources generated $7.635 billion of operating cash in the first half of 2026, enough to fund property spending, dividends and share purchases with about $1.4 billion remaining after investment-payment timing adjustments.