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Moby summary of Apollo Global Management, Inc.'s Q1 2026 earnings call

Moby summary of The Kraft Heinz Company's Q1 2026 earnings call

EMR posts modest Q2 growth as pricing and demand offset geopolitical headwinds, while backlog strength and orders signal momentum into a stronger second half.

DHX beats Q1 estimates as ClearanceJobs growth and cost cuts lift margins, even as Dice revenues and customer counts decline.

MRCY fiscal Q3 earnings surge on record bookings and backlog, as strong demand and execution drive revenue growth and outlook boost.

The Trimble team furthered the momentum of the last couple of years and delivered a great start to the year, with top and bottom line results ahead of expectations. On Slide 4, I want to highlight how we are partnering with our customer, George Leslie, a Scottish based civil engineering contractor that has embraced the Trimble ecosystem to connect the physical and digital worlds. With our platform, Trimble Connect acts as the orchestration layer of complex workflows, that include marine and peer works, water and wastewater treatment, bridges and infrastructure and energy and power.

Diamondback Energy (FANG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Why TJX Companies (TJX) Is Back on Investors’ Radar TJX Companies (TJX) is in focus after recent earnings topped expectations, with strength across home and apparel, while management paired that performance with more cautious growth guidance for the coming year. See our latest analysis for TJX Companies. TJX’s latest earnings beat and tempered guidance come after a period where momentum has cooled in the short term, with a 30 day share price return decline of 3.9%, even as the 1 year total...

MCY swings to profit in Q1 with an earnings beat, fueled by strong premiums, lower catastrophe losses and improved expenses.

Analog Devices has recently outperformed the broader market ahead of its 20 May 2026 earnings release, as analysts expect higher earnings per share and revenue than a year ago and have raised their forecasts accordingly. At the same time, CEO Vincent Roche exercised 10,000 stock options and sold 10,000 shares under a pre-arranged Rule 10b5-1 plan, a move that contrasts with the generally upbeat analyst view of the company’s business outlook. We’ll explore how rising analyst optimism about...

SMCI beats Q3 earnings estimates as AI infrastructure demand surges, though deployment delays and component shortages weigh on revenues.

Restaurant Brands International (TSX:QSR, NYSE:QSR) reported better-than-expected financial results for the first quarter, supported by international expansion and continued improvement in its Burger King US operations. Despite the earnings beat, shares fell 5.5% on weakness in its Popeyes...

Palantir Technologies (NasdaqGS:PLTR) reported its fastest revenue growth since listing after Q1 2026 results. First quarter revenue grew 85% year over year, driven by stronger U.S. government and commercial demand for its Artificial Intelligence Platform. Management said demand for the platform is now outstripping supply and raised full year guidance significantly. For investors tracking NasdaqGS:PLTR, this update comes with the stock at $135.91 and a very large 3 year return, alongside a...

The incredible demand for hard disk drives and a favorable pricing environment have supercharged Seagate stock in 2026.

Ezra Y. Yacob: Good morning, and thank you for joining us. EOG Resources, Inc. is off to an exceptional start in 2026. Consistent with our commitment to disciplined capital allocation and enhancing shareholder value, we returned nearly $950 million during the quarter through our regular dividend and opportunistic share repurchases.

Numbers in earnings reports come and go. Every quarter brings a new beat, a new record, a new reason to pay attention. But occasionally, a single line in a guidance statement stops you cold. For Broadcom (AVGO), that line came from CEO Hock Tan on March 4, 2026, buried inside the company's ...

NI matches Q1 EPS estimates as revenues rise 9%. The company has lifted its long-term EPS growth outlook and mapped $28.6B in 2026-30 capex.

EXEL beats Q1 EPS estimates on lower costs and buybacks but misses on revenues; Cabometyx sales lag estimates as pipeline progress and new buybacks stay in focus.

EVRG heads into its Q1 results with EPS seen up 17%, as data-center load and grid modernization investments stay in focus.

Cencora shares sink after Q2 earnings and revenues miss estimates, even as the company raises its fiscal 2026 EPS outlook.

Howmet stock is approaching a new buy point ahead of the company's imminent first-quarter earnings report. Shares jumped 5% Wednesday.

KHC beats first-quarter estimates on revenues and EPS, but organic sales slip as volume declines and cost pressures weigh on operating income.

Bank of America wasted little time in making its view on Palantir (PLTR) clear after another Q1 earnings stunner. The bank maintained its bullish stance on the stock, arguing that Palantir’s AI endeavors are showing up in its sales, margins, contracts, and forward guidance. Palantir has been ...

Flex (NASDAQ:FLEX) used its fiscal fourth-quarter earnings call to outline plans to separate its Cloud and Power Infrastructure (CPI) segment into a new publicly traded company, while also reporting record quarterly margins and issuing a fiscal 2027 outlook that reflects sharply higher capital spend

CDW (NASDAQ:CDW) reported a “strong start” to fiscal 2026, citing robust demand tied to AI investment and infrastructure modernization as customers worked through memory supply and pricing constraints, according to executives on the company’s first-quarter earnings call. Chair and CEO Chris Leahy s

TransMedics' Q1 revenues rise 21% on strong OCS demand, but a sharp EPS miss and margin pressure send shares down despite continued logistics growth.

Adient beat Q2 earnings estimates as sales rose 7%, despite margin pressure. It also lifted FY2026 guidance.

Novo Nordisk stock jumps as Q1 earnings and revenues beat estimates, fueled by strong Wegovy and Ozempic demand and a raised 2026 outlook.

AMD reported strong earnings results and fantastic guidance.

All three major US stock indexes were up over 1% in late-morning trading Wednesday, as investors sho