Beth A. Wozniak: I am pleased to share with you our outstanding first quarter results and cover some key business highlights. Both sales and EPS significantly exceeded our guidance, driven by strong sales growth in the Infrastructure vertical led by data centers. In the white space, we had outstanding growth in liquid cooling, along with strong growth in power distribution units and cable management.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
CVX distributes $6 billion to its shareholders, including $2.5 billion in buybacks and $3.5 billion in dividends during the first quarter
Camden Property Trust tops Q1 core FFO estimates despite lower revenues, as buybacks, development and asset deals steer its 2026 outlook.
Will BBAI's Q1 2026 results confirm demand momentum in national security as margins stay squeezed?
Murphy USA's Q1 EPS jumped to $7.28, crushing estimates as fuel contribution surged on stronger margins, higher volumes and pricing-driven supply gains.
Can STRL's first-quarter 2026 results extend its data center surge despite housing softness and seasonal headwinds?
Dominion Energy (D) delivered earnings and revenue surprises of +6.95% and +17.22%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Western Digital stock fell Friday after the data storage company that recently rebranded as WD reported fiscal third-quarter results. The San Jose, Calif.-based WD said that it earned an adjusted $2.72 per share for the April 3-ended quarter, up 97% from a year earlier. WD and its rival Seagate dominate the market for hard-disk drives.
Moby summary of Insperity, Inc.'s Q1 2026 earnings call
Moby summary of Universal Display Corporation's Q1 2026 earnings call
Moby summary of Zeta Global Holdings Corp.'s Q1 2026 earnings call
Moby summary of Monolithic Power Systems, Inc.'s Q1 2026 earnings call
Apple, Sandisk and Roku were key movers after the stock market hit new highs amid huge earnings and lower oil prices.
NOV Q1 earnings miss estimates as Middle East disruptions hit operations, while revenues edge past expectations despite a year-over-year decline.
With its earnings report just a few days away, Arista Networks is making its mark as a stock leader in data center networks.
LyondellBasell (LYB) delivered earnings and revenue surprises of +60.50% and -4.24%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Estee Lauder (EL) delivered earnings and revenue surprises of +38.66% and +0.29%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Hudbay Minerals (HBM.TO) reported an increase in first-quarter adjusted earnings year over year desp
CNH Industrial (NYSE:CNH) reported first-quarter 2026 results that management said were “as expected and guided,” as the company navigated what CEO Gerrit Marx described as historically low North American agriculture demand and ongoing financial challenges for farmers in Brazil. Executives also poin
Core Laboratories (NYSE:CLB) executives said first-quarter 2026 results were significantly affected by geopolitical and weather-related disruptions, with the escalation of military conflict in the Middle East creating meaningful project delays, halting some hydrocarbon production, and disrupting mar
The Cigna Group (NYSE:CI) reported a strong start to 2026 and raised its full-year adjusted earnings outlook following first-quarter results that management said exceeded expectations in key areas, while also announcing additional portfolio changes and providing an update on its leadership transitio
Monolithic Power Systems Inc (MPWR) reports a record $804 million in quarterly revenue and sets a new $6 billion capacity goal, despite challenges in the notebook and auto segments.
Universal Display Corp (OLED) reports a 14% revenue drop in Q1 2026 while focusing on innovation and a new $400 million share repurchase program.
Ardelyx Inc (ARDX) reports significant revenue increases for IBSRELA and XPHOZAH, while navigating operational challenges and investing in future growth.
First Solar Inc (FSLR) reports a record $1 billion in revenue with significant margin expansion, while navigating trade dynamics and regulatory uncertainties.
AXT Inc (AXTI) reports significant revenue growth and improved gross margins, while navigating export challenges and planning capacity expansions.
Despite a decrease in net income, Green Brick Partners Inc (GRBK) showcases robust margins and liquidity, positioning itself well for future growth.
POSCO Holdings Inc (PKX) reports significant revenue and profit improvements, driven by strategic shifts and reduced losses in lithium operations.
Investing.com-- Tokyo Electron Ltd. (TYO:8035) shares rose sharply on Friday after the Japanese chipmaking equipment maker forecast above-consensus earnings for the first half of the fiscal year, thanks to outsized AI-fueled demand.