NASDAQ : CFO
$0.16 (0.2%)
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ResMed Inc (RMD) (Q4 2026) Earnings Call Highlights: Strong Revenue Growth and Strategic Portfolio Shifts Amid Astral Headwinds
Revenue: Group revenue for Q4 FY2026 was $1.5 billion, a 9% headline increase and 8% growth on a constant currency basis.Non-GAAP Earnings Per Share: Increased gurufocus.com - 2026-08-07 00:12:00 |
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Akamai Technologies Inc (AKAM) (Q2 2026) Earnings Call Highlights: Record Cloud Infrastructure Growth and Strategic AI Positioning
Revenue: $1.1 billion in Q2 2026, up 5% year-over-year as reported and in constant currency.Cloud Infrastructure Services (CIS) Revenue: $99 million, up 39% yea gurufocus.com - 2026-08-07 00:11:00 |
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Microchip Technology Inc (MCHP) (Q1 2027) Earnings Call Highlights: Record Data Center Growth and Strong Margin Expansion
Net Sales: $1.485 billion in the June quarter, up 13.2% sequentially and up 38% year-over-year.Non-GAAP Gross Margin: 63.8%, including $38.5 million in capacity gurufocus.com - 2026-08-07 00:06:00 |
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Airbnb Inc (ABNB) (Q2 2026) Earnings Call Highlights: Record Revenue and AI-Driven Growth Propel Strong Quarter
Revenue: $3.6 billion in Q2 2026, up 17% year-over-year.Gross Booking Value (GBV): $27.2 billion, up 16% year-over-year.Nights and Experiences Booked: Grew 10% gurufocus.com - 2026-08-07 00:04:00 |
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The Trade Desk Inc (TTD) (Q2 2026) Earnings Call Highlights: Navigating Macro Headwinds with Strategic Innovation and Strong JBP Growth
Revenue: $715 million in Q2 2026, up 3% year over year.Adjusted EBITDA: $241 million, representing a 34% margin.Net Income: $64 million, or $0.14 per diluted sh gurufocus.com - 2026-08-07 00:00:00 |
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Fiserv Inc (FISV) (Q2 2026) Earnings Call Highlights: Strategic Investments and Portfolio Review Amidst Lowered Guidance
Total Company Adjusted Revenue: $4.96 billion in Q2, a decrease of 4% year-over-year.Total Company Organic Revenue: Decreased 5% in Q2 compared to the prior yea gurufocus.com - 2026-08-06 14:05:00 |
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Albemarle Corp (ALB) (Q2 2026) Earnings Call Highlights: Strong Demand and Record EBITDA Amid Supply Challenges
Release Date: August 06, 2026For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Albemarle Corp gurufocus.com - 2026-08-06 14:05:00 |
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Warner Bros. Discovery Inc (WBD) (Q2 2026) Earnings Call Highlights: Streaming Revenue Hits Record $3 Billion, EBITDA Soars 60%
Streaming Segment Revenue: Exceeded $3 billion in Q2 2026, a first for the company.Streaming Subscriber-Related Revenue Growth: Accelerated 200 basis points seq gurufocus.com - 2026-08-06 14:04:00 |
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ConocoPhillips announces second-quarter 2026 results and quarterly dividend
ConocoPhillips (NYSE: COP) today reported second-quarter 2026 earnings of $3.9 billion, or $3.23 per share, compared with second-quarter 2025 earnings of $2.0 b gurufocus.com - 2026-08-06 08:00:00 |
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Axon Enterprise Inc (AXON) (Q2 2026) Earnings Call Highlights: Record Revenue Surges 35% as AI and Counter-Drone Momentum Accelerate
Revenue: $904 million, up 35% year over year, marking the 10th consecutive quarter of growth above 30%.Software and Services Revenue: Increased 36% year over ye gurufocus.com - 2026-08-06 02:00:00 |
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Western Digital Corp (WDC) (Q4 2026) Earnings Call Highlights: Record Revenue and EPS Soar on AI-Driven Storage Demand
Revenue: $3.75 billion in Q4 fiscal 2026, up 44% year-over-year; full-year revenue grew 36% to $12.9 billion.Earnings per Share (EPS): Q4 EPS of $3.56, up 109% gurufocus.com - 2026-08-06 00:15:00 |
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McKesson Corp (MCK) (Q1 2027) Earnings Call Highlights: Robust Revenue Growth and Raised Guidance Signal Strong Momentum
Revenue: $105.4 billion, an increase of 8% year over year.Adjusted Earnings Per Share: $9.93, an increase of 20% year over year.Gross Profit: $3.7 billion, an i gurufocus.com - 2026-08-06 00:14:00 |
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Expedia Group Inc (EXPE) (Q2 2026) Earnings Call Highlights: Record Growth and Strategic Expansion
Gross Bookings: Increased 12% year-over-year in Q2 2026.Revenue: Increased 14% year-over-year in Q2 2026, exceeding expectations.Adjusted EBITDA: Reached $1.1 b gurufocus.com - 2026-08-06 00:13:00 |
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eBay Inc (EBAY) (Q2 2026) Earnings Call Highlights: GMV and Revenue Surge 14% as Strategic Priorities Drive Over 70% of Growth
GMV: Grew 14% year-over-year to $22.4 billion.Revenue: Grew 14% to $3.13 billion.Non-GAAP Operating Income: Grew 16% to $893 million.Non-GAAP EPS: Grew 17% to $ gurufocus.com - 2026-08-06 00:11:00 |
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DoorDash Inc (DASH) (Q2 2026) Earnings Call Highlights: Record MAUs and Accelerating Growth Drive Strong Beat
Release Date: August 05, 2026For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points DoorDash Inc ( gurufocus.com - 2026-08-06 00:10:00 |
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Motorola Solutions Inc (MSI) (Q2 2026) Earnings Call Highlights: Record Sales and Raised Guidance Signal Strong Momentum
Revenue: Q2 revenue grew 13% year-over-year, with double-digit growth in both segments and all three technologies.GAAP Operating Earnings: $809 million, or 25.8 gurufocus.com - 2026-08-06 00:07:00 |
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SanDisk Corp (SNDK) (Q4 2026) Earnings Call Highlights: Record Revenue and EPS Driven by AI Data Center Surge
Release Date: August 05, 2026For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points SanDisk Corp ( gurufocus.com - 2026-08-06 00:06:00 |
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Solventum Corp (SOLV) (Q2 2026) Earnings Call Highlights: Strong Growth and Strategic Separation of HIS Business
Sales: $2.2 billion, up 9.5% organically and 2.2% on a reported basis.Normalized Organic Growth: Approximately 4%, excluding ERP advanced orders and other items gurufocus.com - 2026-08-06 00:05:00 |
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Block Inc (XYZ) (Q2 2026) Earnings Call Highlights: Record Profitability and Raised Guidance Signal Strong Momentum
Gross Profit: Grew 25% year over year in the second quarter.Adjusted Operating Income Margin: Reached an all-time high of 27%.Adjusted Diluted EPS: Grew 65% yea gurufocus.com - 2026-08-06 00:04:00 |
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Realty Income Corp (O) (Q2 2026) Earnings Call Highlights: AFFO Growth and Strategic Expansion into Data Centers
AFFO Per Share (Q2): $1.09, representing 3.8% growth.AFFO Per Share (Year-to-Date): $2.22, representing 5.2% growth.Full-Year 2026 AFFO Guidance: Increased to a gurufocus.com - 2026-08-06 00:04:00 |
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Honeywell Aerospace Inc (HONA) (Q2 2026) Earnings Call Highlights: Supply Chain Constraints Prompt Guidance Reset Despite Robust Demand
Revenue: Sales increased 5% organically year over year to $4.5 billion.Adjusted EBIT: $1 billion, down 2% year over year, impacted by an inventory obsolescence gurufocus.com - 2026-08-06 00:00:00 |
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Global Payments Inc (GPN) (Q2 2026) Earnings Call Highlights: Strong EPS Growth and Strategic Progress Amid Middle East Headwinds
Adjusted Net Revenue: $3.16 billion, representing normalized growth of 4% excluding dispositions.Adjusted Operating Margin: Expanded 70 basis points on a normal gurufocus.com - 2026-08-05 14:03:00 |
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Booking Holdings Inc (BKNG) (Q2 2026) Earnings Call Highlights: Strong Beat Across All Metrics, AI Gains Momentum
Room Nights: Grew 5% year-over-year, exceeding the high end of guidance by about 1 percentage point.Gross Bookings: Increased 9% year-over-year (approximately 8 gurufocus.com - 2026-08-05 00:06:00 |
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Emerson Electric Co (EMR) (Q3 2026) Earnings Call Highlights: Strong Growth and Raised Guidance Amid Market Challenges
Underlying Sales Growth: 6% in Q3, led by Test and Measurement and Ovation business, both up 23%.Adjusted Segment EBITDA Margin: Expanded 140 basis points to 28.5 gurufocus.com - 2026-08-05 00:06:00 |
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Gilead Sciences Inc (GILD) (Q2 2026) Earnings Call Highlights: PrEP Sales Double to $1B, HIV Growth Accelerates, and Strategic Pipeline Advances
Total Product Sales (excluding Veklury): $7.6 billion, up 10% year-over-year.Total Product Sales (including Veklury): $7.6 billion, up 8% year-over-year.HIV Sal gurufocus.com - 2026-08-05 00:06:00 |
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Jacobs Solutions Inc (J) (Q3 2026) Earnings Call Highlights: Record Backlog and Raised Guidance Signal Strong Momentum
Adjusted EPS: $1.84, up approximately 14% year-over-year.Adjusted Net Revenue Growth: More than 8% year-over-year, all organic.Adjusted EBITDA: $367 million, up gurufocus.com - 2026-08-05 00:04:00 |
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DaVita Inc (DVA) (Q2 2026) Earnings Call Highlights: Strong Volume Growth and Strategic Execution Drive Confidence
Adjusted Operating Income: $579 million in Q2 2026.Adjusted Earnings Per Share: $4.02 in Q2 2026.Free Cash Flow: $256 million in Q2 2026.U.S. Dialysis Treatment gurufocus.com - 2026-08-05 00:03:00 |
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Advanced Micro Devices Inc (AMD) (Q2 2026) Earnings Call Highlights: Record Revenue and Data Center Surge Propel Growth
Revenue: Record $11.5 billion, up 50% year-over-year and 13% sequentially.Gross Margin: Expanded to 56%, up over 200 basis points year-over-year and 80 basis po gurufocus.com - 2026-08-05 00:02:00 |
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Paramount Skydance Corp (PSKY) (Q2 2026) Earnings Call Highlights: Streaming Momentum and Strategic Merger Progress
Paramount+ Subscribers: Grew to nearly 82 million subscribers.Paramount+ Retention: Delivered its best quarter of retention ever.Paramount+ Viewing Hours: Poste gurufocus.com - 2026-08-05 00:00:00 |
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Williams Companies Inc (WMB) (Q2 2026) Earnings Call Highlights: Raises Guidance and Boosts Long-Term Growth Target to 11% CAGR
Second-Quarter Adjusted EBITDA: $1.92 billion, up 6% year-over-year.Year-to-Date Adjusted EBITDA Growth: Up 10% compared to the prior year.Transmission and Gulf S gurufocus.com - 2026-08-04 16:08:00 |
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Cummins Inc (CMI) (Q2 2026) Earnings Call Highlights: Record Sales and Raised Guidance Amid Data Center Boom
Release Date: August 04, 2026For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Record second gurufocus.com - 2026-08-04 16:05:00 |
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Zebra Technologies Corp (ZBRA) (Q2 2026) Earnings Call Highlights: Record Sales and EPS Surge Amid Memory Supply Challenges
Revenue: Sales exceeded $1.5 billion, growing more than 20% (or 9% on an organic basis) year-over-year.Adjusted EBITDA Margin: 27.7%, including the benefit of $ gurufocus.com - 2026-08-04 16:05:00 |
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Caterpillar Inc (CAT) (Q2 2026) Earnings Call Highlights: Record $20.5B Quarter, Backlog Soars 92% to $72B
Sales and Revenues: $20.5 billion, up 24% year-over-year, marking the first time the company surpassed $20 billion in a single quarter.Adjusted Profit Per Share gurufocus.com - 2026-08-04 16:04:00 |
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Fidelity National Information Services Inc (FIS) (Q2 2026) Earnings Call Highlights: Strong Banking Growth and Raised Cash Flow Outlook Offset by Capital Markets Weakness
Revenue: $3.4 billion, up 5.3% on a pro forma basis.Banking Solutions Revenue: Grew 6.1% on a pro forma basis, with banking up 5.6% and payments growing 6.4%.Ca gurufocus.com - 2026-08-04 16:04:00 |
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Rockwell Automation Inc (ROK) (Q3 2026) Earnings Call Highlights: Strong Growth and Raised Guidance Amid Inflation Pressures
Release Date: August 04, 2026For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Rockwell Autom gurufocus.com - 2026-08-04 16:04:00 |
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Ball Corp (BALL) (Q2 2026) Earnings Call Highlights: Global Volumes Surge 4.3% as EPS Climbs 14.4%
Global Volumes: Increased 4.3% year-over-year in Q2 2026, with growth in each region.Comparable Operating Earnings: Grew 7.7% year-over-year in Q2 2026.Comparab gurufocus.com - 2026-08-04 16:04:00 |
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Archer-Daniels-Midland Co (ADM) (Q2 2026) Earnings Call Highlights: Raises Full-Year Guidance on Strong Crush and Nutrition Performance
Adjusted EPS: $1.84 for the second quarter of 2026.Total Segment Operating Profit: $1.5 billion for the second quarter of 2026.Adjusted ROIC: 7.8% on a trailing gurufocus.com - 2026-08-04 16:04:00 |
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McDonald's Corp (MCD) (Q2 2026) Earnings Call Highlights: Navigating US Execution Challenges While Driving Global Growth
System-wide Sales Growth: 4% increase in constant currency for the second quarter; 5% increase for the first half of the year.Global Comparable Sales: 1.3% grow gurufocus.com - 2026-08-04 16:04:00 |
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Broadridge Financial Solutions Inc (BR) (Q4 2026) Earnings Call Highlights: Record Sales and Strategic AI Momentum Drive Strong Fiscal Year
Release Date: August 04, 2026For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Broadridge Fin gurufocus.com - 2026-08-04 16:03:00 |
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Apollo Global Management Inc (APO) (Q2 2026) Earnings Call Highlights: Record FRE and SRE Drive Strong Quarter
Fee-Related Earnings (FRE): Record $785 million, or $1.26 per share, up 25% year-over-year and 8% quarter-over-quarter.Spread-Related Earnings (SRE): Record $87 gurufocus.com - 2026-08-04 16:02:00 |
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Merck & Co Inc (MRK) (Q2 2026) Earnings Call Highlights: Strong Revenue Growth and Strategic Pipeline Advances Amid One-Time Charges
Total Revenue: $16.6 billion, an increase of 5% (4% excluding foreign exchange).KEYTRUDA Family Sales: Increased 4% to $8.4 billion, driven by uptake in earlier gurufocus.com - 2026-08-04 16:02:00 |
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NRG Energy Inc (NRG) (Q2 2026) Earnings Call Highlights: Landmark 1.2 GW Data Center Deal Powers Growth Strategy
Release Date: August 04, 2026For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points NRG Energy Inc gurufocus.com - 2026-08-04 16:01:00 |
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ON Semiconductor Corp (ON) (Q2 2026) Earnings Call Highlights: AI Data Center Demand Drives Revenue Growth and Margin Expansion
Revenue: $1.6 billion in Q2 2026, up 6% sequentially and 9% year over year.Non-GAAP Gross Margin: 39.3%, expanded 80 basis points sequentially.Non-GAAP Earnings gurufocus.com - 2026-08-04 00:07:00 |
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Palantir Technologies Inc (PLTR) (Q2 2026) Earnings Call Highlights: Record 93% Revenue Growth and Raised Guidance Signal Unprecedented AI Demand
Revenue: $1.935 billion in Q2 2026, up 93% year-over-year and 19% sequentially.US Revenue: $1.573 billion, up 115% year-over-year and 23% sequentially.US Commer gurufocus.com - 2026-08-04 00:04:00 |
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TKO Group Holdings Inc (TKO) (Q2 2026) Earnings Call Highlights: Record Revenue and Raised Guidance Signal Strong Momentum
Revenue: $1.547 billion, an increase of 18% year-over-year.Adjusted EBITDA: $650 million, an increase of 23% year-over-year.Adjusted EBITDA Margin: 42%, an incr gurufocus.com - 2026-08-04 00:04:00 |
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Marriott International Inc (MAR) (Q2 2026) Earnings Call Highlights: Record Signings and Raised Guidance Amid Global Headwinds
Revenue (Gross Fee Revenues): Q2 total gross fee revenues increased 13% year-over-year to $1.58 billion.Incentive Management Fees (IMF): Rose 6% to $212 million gurufocus.com - 2026-08-03 16:00:00 |
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Weyerhaeuser Co (WY) (Q2 2026) Earnings Call Highlights: Resilient EBITDA and Strategic Growth Amid Housing Headwinds
Release Date: July 31, 2026For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Solid Q2 results gurufocus.com - 2026-07-31 16:04:00 |
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Ameren Corp (AEE) (Q2 2026) Earnings Call Highlights: Strong EPS Growth and Robust Infrastructure Pipeline
Second Quarter 2026 EPS: $1.13 per share, compared to $1.01 per share in the second quarter of 2025.2026 EPS Guidance: Reaffirmed at a range of $5.25-$5.45 per gurufocus.com - 2026-07-31 16:04:00 |
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Church & Dwight Co Inc (CHD) (Q2 2026) Earnings Call Highlights: Organic Sales Surge 5.8% and Full-Year Outlook Raised
Net Sales Growth: Reported net sales increased 1.6% in Q2, ahead of company outlook.Organic Sales Growth: Organic sales grew 5.8%, well above the 3% outlook, dr gurufocus.com - 2026-07-31 16:04:00 |
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Franklin Resources Inc (BEN) (Q3 2026) Earnings Call Highlights: Record AUM and Strong Private Markets Momentum
Long-Term Net Inflows: $18.4 billion in the quarter, bringing fiscal year-to-date long-term net inflows to $63.3 billion.Assets Under Management (AUM): Reached gurufocus.com - 2026-07-31 16:04:00 |