Management confidence, decoded

Know what changed before the market does.

EarnIQ reads every earnings report and shows whether management is more or less confident than last quarter—and whether that confidence is backed by the numbers.

One signal. Full context.Start with direction, then check whether the reported results confirm or challenge management's confidence.
Current earnings signal monitor
Confidence rising175
Stable7
Confidence falling31
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This week's featured signals

Selected for investor relevance and signal strength

All companies (213)

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ROSTROSS STORES, INC.
↗ Confidence risingHeadline confirmed

Exceptional top-line traffic growth and raised guidance signal robust momentum heading into the back half of the year.

Q3 2026
DEDEERE & CO
↗ Confidence risingHeadline confirmed

Deere raises full-year guidance as early order trends suggest 2026 marks the bottom of the ag cycle.

Q3 2026
WMTWalmart Inc.
↗ Confidence risingHeadline confirmed

Walmart demonstrates resilient omnichannel momentum and margin expansion, prompting a guidance raise for fiscal 2027.

Q3 2026
ELESTEE LAUDER COMPANIES INC
↗ Confidence risingHeadline confirmed

Estée Lauder delivered a strong recovery in fiscal 2026 and raised margin guidance for fiscal 2027.

Q3 2026
LOWLOWES COMPANIES INC
↘ Confidence fallingMixed evidence

Slower near-term demand has forced Lowe's to lower full-year guidance despite solid Pro and online performance.

Q3 2026
ADIANALOG DEVICES INC
↗ Confidence risingHeadline confirmed

Exceptional revenue growth and a strong Q4 outlook confirm ADI is successfully capitalizing on AI-era demand.

Q3 2026
TJXTJX COMPANIES INC /DE/
↗ Confidence risingHeadline confirmed

Solid comp growth, raised guidance, and an expanded long-term store target signal robust health for TJX.

Q3 2026
HDThe Home Depot, Inc.
↗ Confidence risingHeadline confirmed

Home Depot delivered a solid beat and reaffirmed full-year guidance, supported by resilient smaller project demand.

Q3 2026
AMATAPPLIED MATERIALS INC /DE
↗ Confidence risingHeadline confirmed

Strong AI-driven demand and expanding margins position AMAT for record revenue growth through fiscal 2026 and 2027.

Q3 2026
CSCOCISCO SYSTEMS, INC.
↗ Confidence risingHeadline confirmed

Record orders and soaring AI infrastructure demand indicate a robust networking supercycle heading into fiscal 2027.

Q3 2026
BRK.BBerkshire Hathaway Inc.
↗ Confidence risingMixed evidence

Berkshire's core operating earnings showed solid growth, supported by steady performance across non-insurance business segments.

Q3 2026
SPGSIMON PROPERTY GROUP INC.
↗ Confidence risingMixed evidence

Strong operational metrics, robust leasing demand, and raised full-year guidance signal continued resilience and growth for SPG.

Q3 2026
TTWOTAKE TWO INTERACTIVE SOFTWARE INC
↘ Confidence fallingFragile beat

Take-Two beats Q1 bookings guidance and remains fully on track for its landmark GTA VI release.

Q3 2026
VSTVistra Corp.
↗ Confidence risingHeadline confirmed

Vistra delivered strong Q2 EBITDA growth, reaffirmed guidance, and expanded its digital infrastructure footprint with marquee partners.

Q3 2026
CEGConstellation Energy Corp
↗ Confidence risingMixed evidence

Constellation raised full-year guidance and advanced key nuclear restarts, signaling strong earnings power from the Calpine integration.

Q3 2026
COPCONOCOPHILLIPS
↗ Confidence risingHeadline confirmed

ConocoPhillips delivered strong earnings driven by higher prices, accelerated share repurchases, and achieved asset sale targets ahead of schedule.

Q3 2026
PHParker-Hannifin Corp
↗ Confidence risingHeadline confirmed

Record Q4 results, strong organic growth, and an increased long-term margin target signal robust ongoing business momentum.

Q3 2026
FOXAFox Corp
↗ Confidence risingMixed evidence

Record revenues driven by sports and digital growth position Fox strongly for fiscal 2027.

Q3 2026
MNSTMonster Beverage Corp
↗ Confidence risingMixed evidence

Monster reported robust double-digit sales and earnings growth, led by strong international expansion.

Q3 2026
ABNBAirbnb, Inc.
↗ Confidence risingHeadline confirmed

Accelerating revenue growth, strong AI operating leverage, and raised full-year guidance signal robust fundamental health for Airbnb.

Q3 2026
ZTSZoetis Inc.
↘ Confidence fallingMixed evidence

Zoetis lowered its full-year guidance due to a pressured companion animal market and heightened competition.

Q3 2026
WBDWarner Bros. Discovery, Inc.
↘ Confidence fallingMixed evidence

Top-line revenue pressures persist, offset by strict cost management and streaming profit growth.

Q3 2026
TTDTrade Desk, Inc.
↘ Confidence fallingWeakness confirmed

Slower revenue growth and earnings compression signal execution challenges despite strong long-term platform positioning.

Q3 2026
TRGPTarga Resources Corp.
↗ Confidence risingHeadline confirmed

Record volumes and strong operational execution drive a raised outlook toward the top end of guidance.

Q3 2026
EDCONSOLIDATED EDISON INC
↗ Confidence risingMixed evidence

Solid execution with reaffirmed guidance and ongoing capital investments supporting stable long-term returns.

Q3 2026
SRESEMPRA
↗ Confidence risingHeadline confirmed

Solid financial performance, strong Texas demand growth, and raised GAAP guidance signal robust ongoing operational momentum.

Q3 2026
DISWalt Disney Co
↗ Confidence risingHeadline confirmed

Strong IP performance and parks growth drive solid operating results despite minor film and ad headwinds.

Q3 2026
OXYOCCIDENTAL PETROLEUM CORP /DE/
↗ Confidence risingHeadline confirmed

Strong commodity prices and outperformance drove excellent FCF and debt reduction, signaling robust operational execution.

Q3 2026
DASHDoorDash, Inc.
↗ Confidence risingHeadline confirmed

DoorDash delivered strong marketplace growth and profitability beats, driven by robust order volumes and successful membership adoption.

Q3 2026
CVSCVS HEALTH Corp
↗ Confidence risingHeadline confirmed

Robust operational execution and segment margin recovery drove a guidance raise, signaling strong momentum.

Q3 2026
LLYEli Lilly and Company
↗ Confidence risingMixed evidence

Strong volume-driven revenue growth and advanced pipeline milestones demonstrate sustained momentum and robust execution.

Q3 2026
CFCF Industries Holdings, Inc.
↗ Confidence risingMixed evidence

Strong capacity utilization and tight global supply-demand fundamentals support durable free cash flow generation and growth initiatives.

Q3 2026
ALBALBEMARLE CORP
↗ Confidence risingMixed evidence

Strong operational execution, disciplined cost controls, and robust pricing drove significant earnings outperformance and guidance upgrades.

Q3 2026
PSXPhillips 66
↗ Confidence risingHeadline confirmed

Exceptional operational execution and significant debt reduction showcase strong cash generation and shareholder value creation.

Q3 2026
UBERUber Technologies, Inc
↗ Confidence risingHeadline confirmed

Strong compounding top-line growth and record free cash flow highlight Uber's enduring platform strength.

Q3 2026
OREALTY INCOME CORP
↗ Confidence risingHeadline confirmed

Solid AFFO growth, guidance raise, and robust investments signal strong operational momentum for Realty Income.

Q3 2026
KHCKraft Heinz Co
↗ Confidence risingMixed evidence

Raising sales guidance and accelerating marketing investments signals underlying brand resilience despite ongoing volume challenges.

Q3 2026
IRMIRON MOUNTAIN INC
↗ Confidence risingHeadline confirmed

Record Q2 results, surging digital and data center segments, and an upward guidance revision signal strong operational momentum.

Q3 2026
MPCMarathon Petroleum Corp
→ Confidence stableMixed evidence

Strong operational execution and capital return highlight robust cash generation despite broader macroeconomic and regulatory uncertainties.

Q3 2026
KMBKIMBERLY CLARK CORP
↘ Confidence fallingMixed evidence

Productivity gains and one-time items offset China social media headwinds, keeping full-year earnings trajectory intact.

Q3 2026
GILDGILEAD SCIENCES, INC.
↗ Confidence risingMixed evidence

Strong base business and HIV growth offset large acquisition-related IPR&D charges, prompting raised revenue guidance.

Q3 2026
IFFINTERNATIONAL FLAVORS & FRAGRANCES INC
↗ Confidence risingMixed evidence

Portfolio transformation via divestitures and sequenced capital allocation strengthen IFF's go-forward growth and margin profile.

Q3 2026
AMDADVANCED MICRO DEVICES INC
↗ Confidence risingHeadline confirmed

AMD's explosive Data Center and AI growth, highlighted by the Helios rack ramp and Anthropic partnership, positions the company for accelerated second-half performance.

Q3 2026
AMGNAMGEN INC
↗ Confidence risingHeadline confirmed

Amgen delivered robust revenue growth and strong volume expansion across key growth drivers despite biosimilar headwinds.

Q3 2026
ANETArista Networks, Inc.
→ Confidence stableMixed evidence

Arista achieved its first $3 billion quarter driven by strong AI and data center networking demand.

Q3 2026
BKNGBooking Holdings Inc.
↗ Confidence risingHeadline confirmed

Resilient travel demand and disciplined cost execution support solid quarterly performance and shareholder returns.

Q3 2026
SYYSYSCO CORP
↗ Confidence risingHeadline confirmed

Strong volume momentum and AI-driven efficiency gains position Sysco well for solid profit growth in fiscal year 2027.

Q3 2026
CATCATERPILLAR INC
↗ Confidence risingHeadline confirmed

Record quarterly revenue and broad momentum across segments signal robust fundamental demand for Caterpillar products.

Q3 2026
CECelanese Corp
↘ Confidence fallingFragile beat

Celanese delivered strong Q2 results and reiterated full-year targets despite moderating supply-related tailwinds.

Q3 2026
PINSPINTEREST, INC.
↗ Confidence risingHeadline confirmed

Pinterest delivers solid top-line growth and user expansion, supported by accelerating AI monetization.

Q3 2026
PEGPUBLIC SERVICE ENTERPRISE GROUP INC
↗ Confidence risingMixed evidence

PSEG maintains strong operational execution, reaffirming earnings guidance and funding capital plans without equity issuance.

Q3 2026
ADMArcher-Daniels-Midland Co
↗ Confidence risingHeadline confirmed

Strong operational execution and favorable biofuel policies drive robust earnings and a guidance raise.

Q3 2026
DDDuPont de Nemours, Inc.
↗ Confidence risingHeadline confirmed

Solid organic growth and raised full-year guidance reflect strong operational execution and market-leading resilience.

Q3 2026
MTCHMatch Group, Inc.
↘ Confidence fallingMixed evidence

Tinder's turnaround is gaining momentum with narrowing DAU declines, while Hinge powers international growth.

Q3 2026
DUKDuke Energy CORP
↘ Confidence fallingMixed evidence

Duke Energy maintains its 2026 guidance, backed by constructive regulatory outcomes and strong infrastructure investment recovery.

Q3 2026
DVNDEVON ENERGY CORP/DE
↗ Confidence risingHeadline confirmed

Successful Coterra integration and robust Delaware Basin performance drive strong cash generation and raised shareholder returns.

Q3 2026
MRKMerck & Co., Inc.
↗ Confidence risingMixed evidence

Solid top-line execution and product launches offset heavy acquisition charges, leading to raised full-year sales guidance.

Q3 2026
EOGEOG RESOURCES INC
↗ Confidence risingMixed evidence

EOG delivered robust revenue and net income growth driven by higher commodity prices and operational volumes.

Q3 2026
MOSMOSAIC CO
↘ Confidence fallingWeakness confirmed

Persistent margin pressures and rising net debt weigh heavily on Mosaic's near-term profitability.

Q3 2026
MCDMCDONALDS CORP
↗ Confidence risingMixed evidence

Solid global momentum and loyalty expansion offset U.S. traffic headwinds, prompting strategic leadership changes.

Q3 2026
FANGDiamondback Energy, Inc.
↗ Confidence risingHeadline confirmed

Diamondback delivered record production, raised full-year guidance, and doubled its buyback program, signaling strong operational momentum.

Q3 2026
WMBWILLIAMS COMPANIES, INC.
↗ Confidence risingHeadline confirmed

Strong operational growth and a guidance raise backed by strategic acquisitions position Williams well for surging power and LNG demand.

Q3 2026
TSNTYSON FOODS, INC.
↘ Confidence fallingMixed evidence

Solid execution in Chicken and Prepared Foods offset ongoing cattle supply headwinds in Beef.

Q3 2026
VRTXVERTEX PHARMACEUTICALS INC / MA
↗ Confidence risingHeadline confirmed

Solid revenue growth, successful non-CF product launches, and upwardly revised guidance signal robust core business health.

Q3 2026
AREALEXANDRIA REAL ESTATE EQUITIES, INC.
→ Confidence stableMixed evidence

Alexandria maintains its FFO midpoint while proactively managing capital allocation and addressing project strategy evaluations.

Q3 2026
PLTRPalantir Technologies Inc.
↗ Confidence risingHeadline confirmed

Palantir's explosive 93% revenue growth and raised guidance confirm accelerating AI commercial adoption.

Q3 2026
MARMARRIOTT INTERNATIONAL INC /MD/
↗ Confidence risingHeadline confirmed

Strong travel demand, record development pipeline, and raised guidance signal robust operational momentum for Marriott.

Q3 2026
SBACSBA COMMUNICATIONS CORP
↗ Confidence risingMixed evidence

SBA Communications delivered a solid operational quarter, strengthened its balance sheet through investment grade debt, and raised full-year guidance.

Q3 2026
SNAPSnap Inc
↗ Confidence risingHeadline confirmed

Snap delivered strong revenue growth and improved profitability, signaling stabilization in its core business.

Q3 2026
ABBVAbbVie Inc.
↗ Confidence risingHeadline confirmed

Strong portfolio growth powers robust revenue gains, offsetting acquisition dilution and supporting long-term momentum.

Q3 2026
DTEDTE ENERGY CO
↘ Confidence fallingMixed evidence

DTE Gas reports stable interim financial results amid ongoing regulatory and operational execution.

Q3 2026
CHDCHURCH & DWIGHT CO INC /DE/
↗ Confidence risingHeadline confirmed

Strong volume-driven organic growth and raised full-year guidance signal robust underlying brand health and momentum.

Q3 2026
LINLINDE PLC
↗ Confidence risingMixed evidence

Linde continues to deliver solid growth and record backlog, proving resilience amid inflationary pressures.

Q3 2026
ETNEaton Corp plc
↗ Confidence risingHeadline confirmed

Strong organic growth, accelerating orders, and raised guidance signal sustained robust demand across Eaton's end markets.

Q3 2026
XOMExxonMobil Holdings Corp
↘ Confidence fallingMixed evidence

ExxonMobil's strong operational execution and structural cost savings drive superior cash flow despite market volatility.

Q3 2026
CVXCHEVRON CORP
↗ Confidence risingHeadline confirmed

Chevron delivered record production and cost savings alongside a landmark AI power agreement, significantly strengthening cash flows.

Q3 2026
DDOMINION ENERGY, INC
↗ Confidence risingMixed evidence

Dominion Energy reported solid Q2 operating earnings growth and successfully reaffirmed its full-year guidance range.

Q3 2026
CLCOLGATE PALMOLIVE CO
↗ Confidence risingHeadline confirmed

Colgate-Palmolive delivered solid top-line growth and margin expansion, prompting an upward revision to full-year EPS guidance.

Q3 2026
AEPAMERICAN ELECTRIC POWER CO INC
↗ Confidence risingMixed evidence

AEP raised its full-year guidance and expanded load additions to 69 GW, demonstrating robust underlying business strength.

Q2 2026
APDAir Products & Chemicals, Inc.
↗ Confidence risingHeadline confirmed

Strong operational performance and portfolio optimization led to an EPS beat and guidance raise.

Q2 2026
BMYBRISTOL MYERS SQUIBB CO
↗ Confidence risingHeadline confirmed

Strong growth portfolio momentum and raised full-year guidance underscore robust execution and expanding market share.

Q2 2026
CICigna Group
↗ Confidence risingHeadline confirmed

Strong revenue growth and raised 2026 guidance signal robust execution despite pharmacy membership headwinds.

Q2 2026
CTVACorteva, Inc.
↗ Confidence risingMixed evidence

Solid first-half execution and raised full-year guidance underscore strong operational momentum ahead of the October spin-off.

Q2 2026
EIXEDISON INTERNATIONAL
↗ Confidence risingHeadline confirmed

Solid Q2 performance and reaffirmed guidance signal steady operational execution and confidence in long-term growth.

Q2 2026
EMNEASTMAN CHEMICAL CO
↘ Confidence fallingMixed evidence

Solid operational execution and specialty pricing offsets macro challenges, though cash flow expectations were trimmed slightly.

Q2 2026
ESEVERSOURCE ENERGY
↘ Confidence fallingMixed evidence

Eversource completed its Aquarion divestiture and reaffirmed 2026 guidance, reinforcing its pure-play regulated utility strategy.

Q2 2026
EXCEXELON CORP
↗ Confidence risingMixed evidence

Exelon delivered steady second-quarter results in-line with expectations and reaffirmed its multi-year growth targets.

Q2 2026
HSYHERSHEY CO
↗ Confidence risingHeadline confirmed

Solid execution with strong pricing power and margin recovery, despite volume elasticity headwinds in confectionery.

Q2 2026
ICEIntercontinental Exchange, Inc.
↗ Confidence risingMixed evidence

ICE delivered steady multi-segment growth and increased its share buyback authorization, signaling strong ongoing capital return capabilities.

Q2 2026
LYVLive Nation Entertainment, Inc.
↗ Confidence risingMixed evidence

Record ticket sales and all-time-high deferred revenue confirm structural growth in live entertainment demand.

Q2 2026
MAMastercard Incorporated
↗ Confidence risingHeadline confirmed

Mastercard delivered strong above-consensus revenue growth and solid value-added services adoption.

Q2 2026
MLMMARTIN MARIETTA MATERIALS INC
↗ Confidence risingHeadline confirmed

Strong record revenues and raised revenue guidance reflect solid execution despite acquisition headwinds and cost inflation.

Q2 2026
MOALTRIA GROUP, INC.
↗ Confidence risingMixed evidence

Altria raised its full-year earnings floor, demonstrating strong cash returns and disciplined smoke-free portfolio execution.

Q2 2026
REGNREGENERON PHARMACEUTICALS, INC.
↗ Confidence risingHeadline confirmed

Strong commercial execution, pipeline progress, and Sanofi debt payoff drive double-digit growth and increased guidance.

Q2 2026
SOSOUTHERN CO
↗ Confidence risingHeadline confirmed

Strong earnings growth backed by regional economic expansion, though large infrastructure demands pose execution risks.

Q2 2026
SYKSTRYKER CORP
↗ Confidence risingMixed evidence

Stryker has recovered well from its recent cyber incident, posting strong operational growth and narrowing full-year guidance.

Q2 2026
VLOVALERO ENERGY CORP/TX
↗ Confidence risingMixed evidence

Valero delivered stellar second-quarter profitability and strong shareholder returns backed by resilient transportation fuel demand.

Q2 2026
XELXCEL ENERGY INC
↗ Confidence risingMixed evidence

Solid execution driven by lower fuel costs enables Xcel to reaffirm 2026 EPS guidance.

Q2 2026
YUMYUM BRANDS INC
↘ Confidence fallingFragile beat

Yum! delivered a strong quarter and streamlined its portfolio by agreeing to sell Pizza Hut.

Q2 2026
ADPAUTOMATIC DATA PROCESSING INC
↗ Confidence risingHeadline confirmed

ADP delivered strong FY26 results at the high end of ranges and issued a robust FY27 outlook supported by AI integration.

Q2 2026
CBRECBRE GROUP, INC.
↗ Confidence risingHeadline confirmed

Strong broad-based growth and raised guidance signal robust momentum across all core commercial real estate segments.

Q2 2026
PSAPublic Storage
↗ Confidence risingMixed evidence

Strong strategic acquisitions and raised guidance indicate robust operational momentum despite minor same-store headwinds.

Q2 2026
EQIXEQUINIX INC
↗ Confidence risingHeadline confirmed

Equinix reported record bookings and interconnections, raising both 2026 guidance and long-term targets.

Q2 2026
BSXBOSTON SCIENTIFIC CORP
↗ Confidence risingHeadline confirmed

Solid execution with strong operational revenue growth and an EPS beat positions BSX favorably for long-term category leadership.

Q2 2026
ORLYO REILLY AUTOMOTIVE INC
↗ Confidence risingHeadline confirmed

Strong execution and raised guidance confirm robust ongoing demand in the automotive aftermarket.

Q2 2026
VICIVICI PROPERTIES INC.
↗ Confidence risingMixed evidence

VICI expands its tenant base and raises AFFO guidance, demonstrating durable growth in experiential real estate.

Q2 2026
LRCXLAM RESEARCH CORP
↗ Confidence risingMixed evidence

Lam delivered record financial results and strong guidance driven by robust AI semiconductor demand.

Q2 2026
GDGENERAL DYNAMICS CORP
↗ Confidence risingHeadline confirmed

Solid top-line growth and record demand underscore robust operational momentum across all segments.

Q2 2026
VTRVentas, Inc.
↗ Confidence risingMixed evidence

Strong senior housing fundamentals and increased investment guidance signal multiyear growth and earnings momentum for Ventas.

Q2 2026
SBUXSTARBUCKS CORP
↗ Confidence risingHeadline confirmed

Solid transaction growth and raised full-year guidance validate the early execution of the Back to Starbucks turnaround strategy.

Q2 2026
INVHInvitation Homes Inc.
↗ Confidence risingHeadline confirmed

Invitation Homes delivered solid Q2 results, raised full-year guidance, and actively repurchased shares amidst robust operational execution.

Q2 2026
WECWEC ENERGY GROUP, INC.
↗ Confidence risingHeadline confirmed

WEC delivered strong profit growth and reaffirmed full-year guidance, signaling steady operational execution.

Q2 2026
VMCVulcan Materials CO
→ Confidence stableMixed evidence

Resilient aggregates pricing power and cost discipline offset weather and energy headwinds, supporting reaffirmed EBITDA guidance.

Q2 2026
MAAMID AMERICA APARTMENT COMMUNITIES INC.
↗ Confidence risingHeadline confirmed

Steady demand and improving pricing momentum position MAA for accelerating recovery and attractive earnings growth.

Q2 2026
PGThe Procter & Gamble Company
→ Confidence stableMixed evidence

P&G delivered stable FY26 results and expects steady 1-3% organic growth in FY27 despite cost headwinds.

Q2 2026
ETRENTERGY CORP /DE/
↗ Confidence risingMixed evidence

Solid operational progress, affirmed guidance, and infrastructure grants reinforce Entergy's steady growth trajectory.

Q2 2026
CMGCHIPOTLE MEXICAN GRILL INC
↗ Confidence risingMixed evidence

Chipotle raised full-year comparable sales guidance on strong Q2 momentum despite persistent cost pressures.

Q2 2026
QCOMQUALCOMM INC/DE
↘ Confidence fallingMixed evidence

Qualcomm is successfully scaling its non-handset diversification strategy despite input cost pressures.

Q2 2026
METAMeta Platforms, Inc.
↗ Confidence risingMixed evidence

Meta's robust revenue growth and expanding AI capabilities offset higher legal and infrastructure expenses.

Q2 2026
AWKAmerican Water Works Company, Inc.
→ Confidence stableMixed evidence

Solid execution on rate cases and merger integration keeps AWK firmly on track to hit 2026 guidance.

Q2 2026
HLTHilton Worldwide Holdings Inc.
↗ Confidence risingHeadline confirmed

Hilton delivered strong Q2 results with accelerating pipeline growth and robust capital returns, affirming confidence in full-year guidance.

Q2 2026
FEFIRSTENERGY CORP
↗ Confidence risingMixed evidence

Strong data center demand growth and reaffirmed guidance underscore FirstEnergy's solid long-term trajectory.

Q2 2026
VVisa Inc.
↗ Confidence risingMixed evidence

Visa posted solid 14% revenue growth, reflecting ongoing consumer resilience and robust volume.

Q2 2026
UPSUNITED PARCEL SERVICE INC
↗ Confidence risingMixed evidence

UPS successfully completed its network reconfiguration and raised full-year guidance, signaling strong operational momentum entering the second half.

Q2 2026
FFORD MOTOR CO
↗ Confidence risingHeadline confirmed

Ford is raising full-year guidance and driving profitability through strict cost discipline and strong pricing power despite lower volumes.

Q2 2026
PPGPPG INDUSTRIES INC
↘ Confidence fallingMixed evidence

Solid organic growth and proactive pricing offset weakness in automotive refinish, sustaining full-year guidance.

Q2 2026
EXRExtra Space Storage Inc.
↗ Confidence risingHeadline confirmed

Solid execution, improved guidance, and steady storage sector recovery reinforce EXR's strong growth trajectory.

Q2 2026
MDLZMondelez International, Inc.
↘ Confidence fallingMixed evidence

Solid top-line momentum in emerging and North American markets offset by persistent commodity cost pressures.

Q2 2026
SPGIS&P Global Inc.
↗ Confidence risingHeadline confirmed

Strong revenue growth and successful Mobility spin-off position S&P Global for accelerated long-term shareholder value creation.

Q2 2026
WMWASTE MANAGEMENT INC
↗ Confidence risingMixed evidence

Solid margin expansion and strong cash flow generation offset a slight revenue guidance trim.

Q2 2026
ECLECOLAB INC.
↗ Confidence risingMixed evidence

Strong growth engines and accelerating pricing power offset macro headwinds, driving raised full-year guidance and double-digit EPS growth.

Q2 2026
AMTAMERICAN TOWER CORP /MA/
↗ Confidence risingMixed evidence

American Tower raised its 2026 outlook on strong global leasing and Data Center growth.

Q2 2026
KOCOCA COLA CO
↗ Confidence risingHeadline confirmed

Strong volume and raised full-year guidance signal robust demand and resilient brand strength.

Q2 2026
SHWSHERWIN WILLIAMS CO
↗ Confidence risingHeadline confirmed

Strong execution and pricing power drive a beat and guidance raise despite soft market demand.

Q2 2026
BABOEING CO
↘ Confidence fallingMixed evidence

Stable operations and record backlog indicate gradual recovery, though ongoing program losses and certification milestones remain critical.

Q2 2026
OMCOMNICOM GROUP INC.
↗ Confidence risingMixed evidence

Omnicom demonstrates solid organic revenue growth and strong margin expansion post-IPG integration.

Q2 2026
NUENUCOR CORP
↗ Confidence risingHeadline confirmed

Record shipments and supportive trade policies underpin strong momentum heading into the third quarter.

Q2 2026
BKRBaker Hughes Co
↗ Confidence risingHeadline confirmed

Baker Hughes demonstrates robust structural demand in IET and successful portfolio expansion via Chart, driving raised long-term targets.

Q2 2026
WELLWELLTOWER INC.
↗ Confidence risingHeadline confirmed

Strong operational momentum in seniors housing drives robust FFO growth and an increased full-year guidance range.

Q2 2026
VZVERIZON COMMUNICATIONS INC
↗ Confidence risingHeadline confirmed

Verizon's disciplined unit economics and surging free cash flow signal a profitable structural turnaround for long-term investors.

Q2 2026
AXPAMERICAN EXPRESS CO
↗ Confidence risingHeadline confirmed

Strong spending momentum and raised revenue guidance highlight robust consumer demand and effective member value propositions.

Q2 2026
CHTRCHARTER COMMUNICATIONS, INC. /MO/
↘ Confidence fallingMixed evidence

Solid mobile growth offsets ongoing broadband and video subscriber headwinds as Charter executes its converged strategy.

Q2 2026
NEENEXTERA ENERGY INC
↗ Confidence risingHeadline confirmed

Strong core execution, massive renewable backlog growth, and steady progress on the Dominion Energy merger highlight robust long-term visibility.

Q2 2026
SLBSLB LIMITED/NV
↘ Confidence fallingMixed evidence

Broad international and digital growth offsets Middle East headwinds, with massive scaling in Data Center Solutions.

Q2 2026
CMCSACOMCAST CORP
↘ Confidence fallingMixed evidence

Solid operational milestones in wireless and Peacock offset broader revenue pressures and the upcoming NBCUniversal/Sky separation.

Q2 2026
TMUST-Mobile US, Inc.
↗ Confidence risingMixed evidence

T-Mobile delivers strong top-line growth and raises cash flow guidance, proving the durability of its Un-carrier strategy.

Q2 2026
AVBAVALONBAY COMMUNITIES INC
↘ Confidence fallingFragile beat

Strong Q2 performance and increased Same Store NOI guidance overshadowed by merger-related guidance suspension.

Q2 2026
FCXFREEPORT-MCMORAN INC
↗ Confidence risingHeadline confirmed

Freeport delivered a strong second quarter with solid cost performance and cash flow generation, maintaining positive momentum.

Q2 2026
LMTLOCKHEED MARTIN CORP
↗ Confidence risingHeadline confirmed

Record backlog and raised guidance indicate robust demand, driving higher full-year financial targets.

Q2 2026
HONHONEYWELL INTERNATIONAL INC
↗ Confidence risingHeadline confirmed

Successful aerospace spin-off and raised full-year guidance signal strong momentum for the new pure-play automation company.

Q2 2026
DOWDOW INC.
↗ Confidence risingHeadline confirmed

Dow delivered robust Q2 top and bottom-line growth, raising self-help targets amidst supportive market conditions.

Q2 2026
NEMNEWMONT Corp /DE/
↘ Confidence fallingMixed evidence

Strong free cash flow generation and aggressive shareholder returns reinforce Newmont's capital allocation framework.

Q2 2026
NSCNORFOLK SOUTHERN CORP
↗ Confidence risingHeadline confirmed

Record revenues and volume growth highlight strong core demand despite ongoing operational headwinds.

Q2 2026
DLRDIGITAL REALTY TRUST, INC.
↗ Confidence risingHeadline confirmed

Digital Realty raised guidance and posted a record backlog, signaling strong hyperscale demand.

Q2 2026
PCGPG&E Corp
↗ Confidence risingMixed evidence

PCG delivers solid execution, maintaining its multi-year growth trajectory and reaffirming strong operational targets.

Q2 2026
UNPUNION PACIFIC CORP
↗ Confidence risingHeadline confirmed

Record financial results and raised EPS growth guidance highlight strong operational execution amid ongoing transcontinental merger plans.

Q2 2026
TMOTHERMO FISHER SCIENTIFIC INC.
↗ Confidence risingHeadline confirmed

TMO delivered strong 10% revenue growth and 13% adjusted EPS growth, demonstrating strengthening end markets.

Q2 2026
RTXRTX Corp
↗ Confidence risingHeadline confirmed

Strong organic growth, margin expansion, and a robust backlog prompted a guidance raise across all key metrics.

Q2 2026
CMECME GROUP INC.
↗ Confidence risingMixed evidence

CME Group delivered record H1 performance driven by robust trading volumes and soaring market data revenue.

Q2 2026
CSXCSX CORP
↗ Confidence risingHeadline confirmed

Solid volume growth and revenue expansion drove strong Q2 earnings beats, signaling healthy operational momentum.

Q2 2026
NOWServiceNow, Inc.
↗ Confidence risingHeadline confirmed

Exceptional AI demand drove a strong revenue beat and raised guidance, reinforcing category leadership.

Q2 2026
TSLATesla, Inc.
↘ Confidence fallingMixed evidence

Massive AI and manufacturing investments are compressing near-term margins and free cash flow in pursuit of autonomous scaling.

Q2 2026
CCICROWN CASTLE INC.
↗ Confidence risingMixed evidence

Crown Castle successfully executed its fiber divestiture, deleveraged significantly, and raised its full-year AFFO outlook.

Q2 2026
IBMINTERNATIONAL BUSINESS MACHINES CORP
↘ Confidence fallingMixed evidence

IBM raised full-year revenue guidance despite late-quarter headwinds, signaling confidence in its AI and software portfolio.

Q2 2026
TXNTEXAS INSTRUMENTS INC
↗ Confidence risingHeadline confirmed

Robust revenue growth, margin expansion, and strong Q3 guidance signal solid recovery across core semiconductor markets.

Q2 2026
KMIKINDER MORGAN, INC.
↗ Confidence risingHeadline confirmed

Strong volume growth and major project completions position KMI to exceed full-year financial guidance.

Q2 2026
PMPhilip Morris International Inc.
↗ Confidence risingHeadline confirmed

Strong revenue and smoke-free volume growth drove an EPS beat, reaffirming full-year confidence despite regional headwinds.

Q2 2026
TAT&T INC.
↗ Confidence risingHeadline confirmed

Strong operational momentum in Advanced Connectivity and accelerated buybacks signal robust structural advantages.

Q2 2026
CBChubb Ltd
↗ Confidence risingHeadline confirmed

Strong underwriting and record investment income drive excellent core operating earnings growth despite property headwinds.

Q2 2026
FDXFEDEX CORP
↘ Confidence fallingMixed evidence

FedEx is restructuring via fiscal year changes, the Freight spin-off, and supply chain divestitures.

Q2 2026
GMGeneral Motors Co
↗ Confidence risingHeadline confirmed

Solid margin performance and guidance raises highlight underlying strength despite macroeconomic headwinds.

Q2 2026
NOCNORTHROP GRUMMAN CORP /DE/
↗ Confidence risingHeadline confirmed

Record backlog and raised guidance indicate strong secular demand despite program-specific cost execution headwinds.

Q2 2026
SCHWSCHWAB CHARLES CORP
↗ Confidence risingHeadline confirmed

Schwab delivered a record quarter characterized by robust net new assets, surging trading activity, and strong revenue growth.

Q2 2026
HALHALLIBURTON CO
↗ Confidence risingMixed evidence

Solid sequential growth and major international contract wins signal a robust outlook for Halliburton.

Q2 2026
STLDSTEEL DYNAMICS INC
↗ Confidence risingHeadline confirmed

Strong steel shipments and expanding spreads drove record results, with promising growth in aluminum operations.

Q2 2026
EQTEQT Corp
↗ Confidence risingHeadline confirmed

Strong operational outperformance, raised production guidance, and premium power supply deals position EQT for robust free cash flow growth.

Q2 2026
MMM3M CO
↗ Confidence risingHeadline confirmed

Strong operating execution and raised full-year guidance signal continued operational turnaround and profitable growth momentum at 3M.

Q2 2026
ISRGINTUITIVE SURGICAL INC
↗ Confidence risingHeadline confirmed

Strong procedure volume and procedure-driven revenue growth underpin a robust operating performance for ISRG.

Q2 2026
NFLXNETFLIX INC
↗ Confidence risingMixed evidence

Solid execution with strong membership, pricing, and ad revenue growth keeps Netflix firmly on track for 2026 targets.

Q2 2026
ABTABBOTT LABORATORIES
↗ Confidence risingMixed evidence

Solid execution, raised EPS guidance, and strong portfolio momentum signal accelerated growth ahead.

Q2 2026
UNHUNITEDHEALTH GROUP INC
↗ Confidence risingHeadline confirmed

Strong operating results and raised guidance signal robust underlying health and execution across all operating segments.

Q2 2026
USBUS BANCORP \DE\
↗ Confidence risingMixed evidence

Strong revenue growth and successful BTIG integration drive record performance and positive operating leverage.

Q2 2026
GEGENERAL ELECTRIC CO
↗ Confidence risingHeadline confirmed

Strong commercial services growth and higher guidance signal solid fundamental momentum for GE Aerospace.

Q2 2026
JNJJohnson & Johnson
↗ Confidence risingMixed evidence

Strong Q2 results and raised guidance confirm robust operational momentum toward the $100 billion annual revenue milestone.

Q2 2026
BLKBlackRock, Inc.
↗ Confidence risingHeadline confirmed

Record AUM and accelerating inflows signal robust operational momentum and durable earnings growth.

Q2 2026
PNCPNC FINANCIAL SERVICES GROUP, INC.
↗ Confidence risingHeadline confirmed

Solid revenue growth and the successful FirstBank integration bolstered PNC's Q2 performance.

Q2 2026
ELVElevance Health, Inc.
↗ Confidence risingHeadline confirmed

Solid second-quarter beat and raised full-year guidance reinforce confidence in long-term earnings growth.

Q2 2026
MSMORGAN STANLEY
↗ Confidence risingMixed evidence

Strong revenue momentum and record assets highlight exceptional performance, supporting increased shareholder capital returns.

Q2 2026
PGRPROGRESSIVE CORP/OH/
↗ Confidence risingMixed evidence

Solid policy growth continues despite a slight moderation in monthly net income and higher combined ratios.

Q2 2026
JPMJPMorgan Chase & Co.
↗ Confidence risingHeadline confirmed

JPMorgan delivered a robust quarter backed by strong revenue growth and exceptional profitability metrics.

Q2 2026
CCITIGROUP INC
↗ Confidence risingHeadline confirmed

Strong revenue growth and capital returns signal robust business momentum despite consumer card headwinds.

Q2 2026
BACBank of America Corporation
↗ Confidence risingMixed evidence

Bank of America demonstrated steady revenue growth and solid profitability through the first half of 2026.

Q2 2026
GSGOLDMAN SACHS GROUP INC
↗ Confidence risingHeadline confirmed

Exceptional revenue growth across Global Banking & Markets drives robust EPS of $20.98 and higher shareholder returns.

Q2 2026
WFCWELLS FARGO & COMPANY/MN
↗ Confidence risingHeadline confirmed

Wells Fargo delivered strong revenue growth and disciplined expense management, reinforcing its multi-year turnaround momentum.

Q2 2026
PEPPEPSICO INC
→ Confidence stableMixed evidence

Solid organic volume acceleration and affirmed guidance point to steady execution despite localized pricing pressures.

Q2 2026
NKENIKE, Inc.
↘ Confidence fallingMixed evidence

Underlying top-line weakness persists, masking profitability improvements driven by tariff recoveries and cost control.

Q2 2026
STZCONSTELLATION BRANDS, INC.
↗ Confidence risingMixed evidence

Solid execution in the beer portfolio and robust free cash flow support raised reported EPS outlook and strong shareholder returns.

Q2 2026
MUMICRON TECHNOLOGY INC
↗ Confidence risingMixed evidence

Massive AI-driven demand is accelerating revenue and margin expansion, cementing a hyper-profitable memory cycle.

Q2 2026
KRKROGER CO
↗ Confidence risingMixed evidence

Solid execution with strong digital growth and reaffirmed guidance positions Kroger steadily for the full year.

Q2 2026
ADBEADOBE INC.
↗ Confidence risingHeadline confirmed

Strong AI monetization driving record revenue and upward revisions to full-year guidance.

Q2 2026
ORCLORACLE CORP
↗ Confidence risingHeadline confirmed

Explosive RPO growth and massive AI cloud demand validate Oracle's heavy infrastructure investments.

Q2 2026
MDTMedtronic plc
↗ Confidence risingHeadline confirmed

Medtronic delivered its strongest revenue growth in a decade, backed by robust cardiac ablation momentum and confident FY27 guidance.

Q2 2026
AVGOBroadcom Inc.
↗ Confidence risingHeadline confirmed

Exceptional AI semiconductor growth and massive operating leverage drive record results and stellar Q3 guidance.

Q2 2026
COSTCostco Wholesale Corporation
↗ Confidence risingMixed evidence

Costco demonstrates strong top-line sales and double-digit digital growth, showing resilient consumer demand.

Q2 2026
CRMSalesforce, Inc.
↗ Confidence risingHeadline confirmed

Salesforce is rapidly scaling its Agentic AI business, driving record revenue and robust organic acceleration.

Q2 2026
AZOAUTOZONE INC
↘ Confidence fallingMixed evidence

Solid domestic demand and disciplined expense management offset international softness and LIFO headwinds.

Q2 2026
INTUINTUIT INC.
↘ Confidence fallingMixed evidence

Intuit is undertaking a massive 17% workforce reduction and restructuring to focus on its 3 Big Bets.

Q2 2026
OKEONEOK INC /NEW/
↗ Confidence risingHeadline confirmed

Strong volume growth, increased guidance, and solid execution position ONEOK for a robust fiscal 2026.

Q1 2026