NextEra Energy’s Growing Power Business Needs More Outside Funding
NextEra Energy sells electricity to Florida homes and businesses through Florida Power & Light, and develops power, storage, transmission and fuel businesses through NextEra Energy Resources.
Kimberly-Clark’s Savings and Tariff Refunds Lift Operating Profit as Sales Growth Slows
Kimberly-Clark sells diapers, tissues, incontinence products and other everyday care supplies to retailers and professional customers. In the second quarter of 2026, savings and one-time tariff refunds helped operating profit rise 6.9%, although sales excluding currency changes, divestitures and business exits slipped 0.1%.
PACCAR Earned More on Fewer Trucks, but Its Recovery Remains Uneven
PACCAR sells Kenworth, Peterbilt and DAF trucks, supplies replacement parts, and finances or leases vehicles to customers and dealers. In the second quarter of 2026, higher truck prices and lower costs in selected areas helped net income rise 3.9% to $752.0 million, while truck deliveries fell to 38,700 from 39,300 a year earlier.
Motorola Solutions’ Faster Growth Comes With a Larger Funding Bill
Motorola Solutions supplies communications and security systems to emergency services, governments and businesses. Its second-quarter fiscal 2026 sales grew 13.3%.
TJX Companies (TJX) Q2 FY2027 Earnings: Tariff Refunds Explain Most Operating Profit Growth
TJX’s Q2 FY2027 operating profit increased by $367 million, but $219 million came from tariff refunds after related compensation expenses. Operating profit still improved without that benefit, although much less sharply.
Western Digital’s Cloud Gains Fund More Investment, but Buybacks Do Not Stop Dilution
Western Digital sells hard disk drives that store data, mainly for cloud and enterprise customers. In its first quarter of fiscal 2027, ended October 2, 2026, revenue rose 55% and operating profit rose 158% from a year earlier as customers bought more storage capacity at higher prices.
Mosaic Cuts Phosphate Output as Raw Material Costs Outrun Fertilizer Prices
Mosaic sells phosphate and potash fertilizers that help farmers grow crops. In the second quarter ended June 30, 2026, higher selling prices could not cover rising production costs and lower shipments.
AES’s Profit Recovery Has Not Removed Its Need for Outside Funding
AES sells electricity to utilities, businesses and households, and develops power projects for customers. Its second quarter of 2026 showed a real improvement in the power business.
Danaher’s Masimo Purchase Expands Diagnostics and Raises Funding Needs
Danaher sells equipment, supplies and services used to research treatments, manufacture medicines and diagnose patients. In its second quarter of fiscal 2026, ended June 26, it bought patient-monitoring specialist Masimo for $9.843 billion in cash, net of acquired cash.
Texas Instruments Rebuilds Cash Ahead of Its Silicon Labs Acquisition
Texas Instruments increased cash and short-term investments by $2.12 billion in the first half of 2026, strengthening its funding position ahead of the planned Silicon Labs acquisition.
Snowflake Narrows Its Operating Loss as New Products Weaken Product Margins
Snowflake, which helps businesses store, analyze, and use their data in artificial intelligence applications, grew revenue by 35% in its second quarter of fiscal 2027.
United Rentals’ Faster Growth Is Drawing More Cash Into Its Fleet
United Rentals, which rents construction and industrial equipment, reported faster rental-revenue growth in the second quarter of 2026 than in the previous year