Large-Caps — page 3
Martin Marietta Completes $13.5 Billion Lhoist North America Combination
The aggregates producer said the deal expands its Specialties platform and makes it the nation’s leading limestone producer.
FDA Approves Bristol Myers Squibb's Zenbexus
The FDA cleared Zenbexus under NDA 221075 on Aug. 13, 2026.
Ubiquiti Revenues Hit Record $937.3 Million
The networking infrastructure provider announced a plan to pay quarterly dividends of at least $1.00 per share in fiscal 2027.
Institutions Rotate Into Semis, Retail, and Industrials
Second-quarter 13F positioning added $92.5 million to semiconductors and $51.8 million to retail and consumer names, and trimmed software and cloud by $36.6 million.
Ross Stores Raises Full Year Earnings Outlook To $8.77
The off-price retailer reported second quarter earnings per share of $2.66, which included a $0.60 benefit from tariff refunds.
TJX Profit Margins Widen as Marmaxx Comp Growth Stalls
TJX Companies posted a 24% jump in diluted earnings to $1.36 a share in the second quarter, aided by a one-time $331 million tariff refund even as comparable sales growth slowed to 4% from 6% in the prior quarter.
Target's Comparable Sales Growth Accelerates on Tariff-Refund Boosted Earnings
Target reported second-quarter earnings per share of $4.11, more than double the prior year, as a $994 million tariff refund and accelerating digital sales pushed the retailer to raise its full-year outlook.
Deere Lifts Profit Outlook as Construction and Small-Farm Segments Offset Large-Ag Slump
The farm and construction equipment maker raised its full-year net income forecast to $4.75 billion to $5.00 billion after third-quarter earnings rose 7%.
Corteva raises full-year guidance as seed sales offset crop protection pricing
The agricultural company projected full-year operating EBITDA between $4.1 billion and $4.3 billion in a July update.
Keysight Orders Top $2 Billion Again as AI Test Demand Accelerates
The electronic-measurement company posted $1.85 billion in quarterly revenue, beating its own guidance by nearly $100 million.
Home Depot Sales Accelerate as Average Ticket Gains Offset Traffic
Net sales rose 5.7% to $47.9 billion in the second quarter of fiscal 2026.
Rates Pinch Credit as Backlogs Signal Uneven Demand
Companies across 14 industries flagged rising borrowing costs and mixed demand signals in their latest disclosures.
Sempra's Cameron Interstate Pipeline Locks In Steady Revenue on LNG Backbone
Cameron Interstate Pipeline held rates flat and construction quiet in 2024, leaning instead on a $410 million backlog of fixed-fee contracts tied to Sempra's Cameron LNG export venture.
MPLX's Twelve FERC Carriers Show Ozark Rate Win, THPP Standoff
MPLX's oil-pipeline subsidiaries closed out 2024 with a court victory on Ozark's market-based rates and an unresolved tribal-land dispute still idling part of the Tesoro High Plains system.
Dominion Energy Expands Gas and Wind Capacity Across Mid-Atlantic
The holding company is balancing a massive offshore wind build-out with new combined-cycle natural gas stations to meet regional demand.
Media Earnings: Demand, Outlook Broadly Upbeat as Costs Diverge
Communications and media companies described a strong demand backdrop and confident guidance for the second quarter of 2026, even as cost management and hiring told a more uneven story.
Materials & Chemicals: Demand and Pricing Firm, Costs Squeeze
Materials and chemicals producers reported broad demand and pricing strength this quarter, but rising input costs ate into much of the gain.
Healthcare Earnings: Demand Surges, Costs Bite Back
Healthcare and pharma companies described broad-based patient and prescription demand alongside investment-heavy capex plans, even as input costs emerged as the one category tilting negative.
Financial Services Earnings: Demand Strong, Costs Bite Back
Financial services companies reported broad demand strength and expanding capex plans in 2026Q2, even as rising input costs and a softening insurance pricing cycle complicated the picture.
Energy Earnings: Demand Runs Hot, Capex Stays Disciplined
Across oilfield services, midstream and E&Ps, management teams described strengthening activity and firming prices while working costs down rather than opening the spending taps.
Banks Post Broad Loan Growth as Funding Costs Ease
Lenders described widespread loan and deposit growth alongside falling deposit costs, even as a chunk of the group flagged rising personnel and technology spending.
Lumentum Revenue Doubles Year-Over-Year as AI Demand Accelerates
The optical-components maker posted $1.006 billion in quarterly revenue, surpassing the high end of its own guidance, and projected another 24% sequential jump for the current quarter.
Cardinal Health raises share buyback as annual earnings exceed guidance
The healthcare services company reported fiscal year non-GAAP diluted earnings per share of $11.26, surpassing its previous guidance range of $10.70 to $10.80.
Cost Inflation Outruns Relief Across 14 Industries
Of 126 companies reporting on the domestic economy this week, 42 across 11 industries pointed to pricing and cost pressure as the defining issue, from oilfield services to hardware to real estate.
Simon Property Group Raises Full-Year Outlook on NOI Growth
The real estate investment trust increased its full-year Real Estate FFO per share guidance midpoint by $0.08.
Ferguson Raises Outlook as U.S. Sales Accelerate
Reported earnings rose 6.9% to $3.43 a share as share count declined.
Rocket Lab to Buy Iridium in $8 Billion Cash-and-Stock Deal
The acquisition would create a vertically integrated space company spanning launch, satellite manufacturing, spectrum, and on-orbit communications services.
Truist Cuts Funding Costs as Full-Year Lending Expands
Deposit interest expense fell 10.2% to $7.05 billion in 2025, supporting higher net interest income.
Schwab's Funding Costs Fall, Driving Record Revenue and Margin
Charles Schwab's net interest margin expanded 62 basis points to 2.74% in 2025 as funding costs fell to 0.88%, powering record net revenues of $23,921 million.
Oneok Maintains Steady Footprint via Coronado Midstream Operations
The company reported a period of operational stability with no major rate adjustments or system extensions across its New Mexico and Texas transmission assets.