Large-Caps — page 9
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.
Tapestry Hits Investor-Day Targets Two Years Early
Fourth-quarter sales were $1.88 billion, up 9%, as the company met 2028 revenue, margin and EPS goals and set a $8.4 billion to $8.5 billion 2027 outlook.
Coherent's Fourth-Quarter Sales Growth Accelerates
Fourth-quarter revenue reached $2.05 billion, up 33.8% from a year earlier, and the company guided first-quarter fiscal 2027 sales to $2.2 billion to $2.4 billion.
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.
Kinder Morgan Manages Regulatory Contingencies Across Diversified Pipeline Fleet
The energy infrastructure giant navigated a complex web of commitments and contingencies across five key operating subsidiaries in 2024.
CenterPoint Energy Secures Recovery for Storm Costs and Rate Adjustments
The Houston-based utility moves to amortize winter storm bad debt and securitize $1.1 billion in Hurricane Beryl restoration expenses.
Insiders Buy Into Boston Scientific Restructuring
Three Boston Scientific executives added $9.3 million in shares as the company accelerates cost reduction initiatives.
Vistra Reaffirms 2026 Outlook After Helix and Cogentrix
Ongoing Operations Adjusted EBITDA reached $1,767 million, up more than 30% from a year earlier, as the company locked in 2026 volumes and kept its $6.8 billion to $7.6 billion range.
Take-Two Bookings Slip as Mobile Revenue Retreats
The videogame publisher recorded a $43.4 million impairment charge after halting an unannounced title.