Large-Caps — page 13
Wabtec Raises Outlook as Sales Growth Accelerates
Operating cash flow more than doubled to $441 million as conversion reached 82%.
Texas Instruments Posts Fourth Straight Quarter of Margin Growth
Texas Instruments (TXN) reported second-quarter revenue of $5.46 billion, up 23% from a year earlier, as operating margin expanded to 42.3% and guidance for the current quarter topped analysts' expectations for sequential growth.
TE Connectivity's Organic Growth Reaccelerates as Industrial Overtakes Autos
TE Connectivity posted record adjusted earnings of $2.94 a share, even as operating-margin gains and free cash flow both cooled from prior quarters.
AT&T Expands Profit as Connectivity Growth Accelerates
Free cash flow rebounded to $4.7 billion, nearly doubling from the first quarter.
Philip Morris Posts Record Revenue as Pricing Lifts Growth
Adjusted operating margin widened 0.7 percentage point to 42.6% in the second quarter.
Northern Trust Raises Dividend as Net Interest Income Climbs
The custody-and-asset-management franchise reported a 1.81% net interest margin and a 10% increase to its quarterly dividend.
Moody's Revenue Accelerates as Transactional Volume Gains Momentum
The financial services provider reported second-quarter revenue of $2.2 billion, a 15% increase from the prior year.
Kinder Morgan Profit Growth Cools as Backlog Shrinks
Kinder Morgan posted second-quarter net income of $867 million, up 21% from a year earlier but down from $976 million in the first quarter as growth decelerated across key metrics.
IBM Cuts Annual Revenue Growth Outlook
The technology company forecast 4% to 5% constant-currency revenue growth for 2026 following shortfalls in mainframes and associated software.
GE Vernova Raises Cash-Flow Guidance as Power Backlog Swells
GE Vernova posted 88% organic order growth and lifted its 2026 free-cash-flow target to $11.5-$12.5 billion, nearly double the range it set at the start of the year.
TE Connectivity to Buy Astrodyne TDI in $1.4 Billion Deal
TE Connectivity is deepening its bet on mission-critical power management with a second nine-figure acquisition inside eighteen months.
Public Storage Completes $10.5 Billion National Storage Affiliates Deal
The all-stock acquisition expanded Public Storage’s global platform to more than 4,500 properties.
SEC Presses Insurers and GM to Strip Non-GAAP Cushioning
Staff comment letters in June pushed Prudential to abandon a flagship adjusted-earnings metric and forced General Motors to simplify segment math, part of a broader crackdown on non-GAAP presentation.
Steel Dynamics Extends Sequential Operating Income Gains
Operating income reached $700 million on record 3.7 million tons of steel shipments and a $105 sequential lift in the average external selling price.
MSCI Raises Cash-Flow Outlook as Subscription Growth Accelerates
The index and analytics provider posted second-quarter revenue of $867.0 million.
Marsh & McLennan Underlying Revenue Growth Accelerates
The professional services firm reported adjusted earnings per share of $9.02, a 9% increase from the prior year.
Danaher Raises Profit Outlook as Core Growth Accelerates
The company lifted its full-year adjusted earnings forecast to $8.45 to $8.60 a share.
CMA CGM Group to Buy FedEx Supply Chain in $1.4 Billion Deal
The divestiture is part of a strategic portfolio streamlining effort by FedEx as it reshapes its global logistics footprint.
EQT Completes $77 Million Acquisition of Blackline Midstream
The all-cash asset deal gives EQT (EQT) new propane infrastructure to sharpen flow assurance and open international supply channels as it deepens its vertical-integration push.
Royal Caribbean Lowers Annual Profit Guidance Despite Revenue Growth
The cruise operator reported first-quarter revenue of $4.5 billion, an 11% increase from the prior year.
American Electric Power streamlines Texas generation as capex rises
The holding company completed its exit from the Texas generation business while expanding capital liabilities across its Ohio and Texas subsidiaries.
Travelers Profit Climbs as Catastrophe Losses Decline
The insurer’s combined ratio improved 6.7 points to 83.6%.
Netflix Narrows 2026 Revenue Range After Slower Quarter
Second-quarter revenue reached $12.6 billion, up 13% from a year earlier, as the company tightened its 2026 forecast to $51.0 billion to $51.4 billion.
Intuitive Surgical Lifts Margin Outlook as Procedure Growth Slows
The company raised its 2026 adjusted gross-margin forecast to 68.0%-69.0%.
Fifth Third Net Interest Income Rises 48% on Comerica Integration
Net interest margin expanded 24 basis points year-over-year to 3.36% as the bank integrated its latest acquisition.
Baker Hughes Completes $13.6 Billion Chart Industries Cash Deal
The acquisition expanded Baker Hughes’ industrial portfolio and recurring aftermarket-services business.
Europe's Bank Margins Diverge as Returns Climb, Capital Slips
Europe's biggest banks are pulling in opposite directions on income and returns even as capital ratios thin out from Tokyo to Wall Street.
UnitedHealth Raises Outlook as Earnings Rebound
The health-care company lifted its adjusted earnings forecast to $19.50 to $20.00 a share.
United Raises 2026 Guidance After Fuel Spike
Second-quarter operating revenue reached $17.7 billion as the carrier lifted full-year adjusted EPS to $9.00–$11.00.
Progressive's Growth Engine Slows as Underwriting Margins Narrow
The auto and property insurer's combined ratio climbed to 87.3 in the second quarter, up 1.1 percentage points from a year earlier, as catastrophe losses and a deteriorating loss ratio weighed on results.