News

Texas Instruments (TXN -12.5%) is under pressure today despite reporting upside Q2 results last night and guiding in-line for Q3. The issue was not so much in the numbers, we think investors are more ...
Netflix (NFLX -5.4%) is streaming lower following its Q2 report last night. NFLX reported a nice EPS beat, with more modest upside revs. It also guided Q3 above analyst expectations and raised revenue ...
3M (MMM) delivered a strong beat-and-raise 2Q25 performance, showcasing resilience in a challenging macro environment. While organic sales growth was modest at 1.5%, all three of 3M’s segments -- ...
American Express (AXP) delivered another quarter of robust financial performance in 2Q25, surpassing EPS expectations for the sixth consecutive quarter as Billed Business, a critical measure of card ...
GE Aerospace (GE) delivered a stellar 2Q25, handily surpassing Wall Street’s EPS and revenue expectations, while also raising its FY25 guidance for EPS and revenue growth. The beat-and-raise ...
United Airlines (UAL) reported mixed 2Q25 results as EPS surpassed expectations while revenue narrowly missing estimates, reflecting strong cost control and operational efficiencies in the face of ...
MS’s Q2 results were solid, with strong contributions from Wealth Management and trading, but they paled in comparison to GS’s exceptional performance, particularly in investment banking. This ...
Johnson & Johnson (JNJ +6%) is trading nicely higher after reporting strong upside results for Q2 for both EPS and revs. Revenue grew 5.8% yr/yr (+4.6% operational growth) to $23.74 bln. It also ...
Goldman Sachs (GS) delivered a robust performance in 2Q25, reporting net revenues of $14.58 bln, reflecting a strong 14.5% yr/yr increase that comfortably surpassed the FactSet consensus estimates of ...
Citigroup (C) delivered a strong 2Q25, easily surpassing EPS and revenue expectations while nudging its FY25 revenue guidance higher to approximately $84 bln from its prior forecast of $83.1-$84.1 bln ...
JPMorgan Chase (JPM) is trading roughly flat following its Q2 earnings report this morning. The company reported another huge beat on EPS, its sixth consecutive EPS beat of at least $0.24 and third ...
Albertsons (ACI -5%) is trading sharply lower today after reporting its Q1 (May) results. The grocery store giant reported revenue growth of 2.5% yr/yr to $24.89 bln, which was a slight beat and was ...