Latest reports

Ares Management grew fee related earnings 20% to $491.1 million and AUM 17.3% to $671.3 billion in Q2 2026, while GAAP EPS rose only to $0.49 as carried interest fell 22.8% on mark-to-market reversals at a real estate secondaries fund and in Kodiak AI shares.

Gallagher's revenue rose 24% to $4.00bn while GAAP EPS fell to $1.25 from $1.40 — a split driven almost entirely by AssuredPartners purchase accounting, integration costs and the loss of $144m of one-off interest income, with underlying brokerage organic growth of 5%.

Assurant posted record Q2 2026 earnings — net income up 27% to $298.6M and diluted EPS up 30% to $5.95 — but the first-half gain is heavily flattered by the absence of the 2025 California wildfires, lower-than-typical claims frequency, and shrinking reserve releases, with Connected Living the one durable growth engine.

ADM's Q2 2026 net earnings quadrupled to $908 million and adjusted EPS nearly doubled to $1.84 as finalized U.S. biofuels mandates reset soybean crush and ethanol margins, prompting a raise in full-year adjusted EPS guidance to $5.15–$5.60.

Arista's first $3 billion quarter: revenue up 37.7% to $3,035.7M, but gross margin fell to 62.9% on large-customer discounting — operating cost leverage still pushed operating margin up to 45.4%.

Arch Capital's Q2 2026 underwriting income fell 19.7% to $657M as insurance-segment catastrophe losses jumped to 7.6 points of the loss ratio and earned premium shrank 8.1%, while a $1.2 billion buyback held diluted EPS at $3.00.

Aptiv's first quarter after spinning off its wiring-harness business into Versigent PLC: revenue up 2% and operating income up 13%, but currency supplied most of the margin gain, Intelligent Systems went backwards operationally, and free cash flow fell to $12 million.

AppLovin grew Q2 2026 revenue 52.8% to $1.92 billion entirely on pricing — revenue per app install rose 58% while install volume fell 2% — with Q3 guidance implying growth slows to roughly 47%.

Applied Materials posted record revenue of $9.12bn in its fiscal third quarter, up 25% with operating income up 38% — and for the first time in this cycle the growth came entirely from outside China, whose revenue fell 2%.

Apollo's Q2 2026 GAAP profit more than doubled to $1.34bn ($2.15 diluted EPS), but Segment Income rose just 12% — fee-related earnings grew 25% while Athene's investment spread narrowed 11 basis points, and a $1.7bn Bermuda deferred-tax write-off still leaves the first half at a loss.

APA Corporation earned $747 million ($2.11 per diluted share) in Q2 2026 as realized oil prices jumped 50% to $98.24 a barrel, but adjusted EPS more than doubled to $1.89 once last year's $282 million divestiture gain is stripped out — while production fell 12% and negative Permian gas prices handed APA a $122 million windfall on purchased volumes.

Aon posted 5% organic revenue growth and 70bps of adjusted margin expansion in Q2 2026, but reported EPS fell 3% as a prior-year $88M gain did not repeat and the tax rate jumped to 22.0%.

Nutanix grew FY2026 revenue 12% to $2.85 billion and expanded non-GAAP operating margin to 23.7%, but its eightfold jump in GAAP net income to $1.51 billion came almost entirely from a $1.2 billion non-cash release of its U.S. deferred-tax valuation allowance.

Neuphoria's Phase 3 AFFIRM-1 failure ended its lead programme, R&D spending fell 60.6% and a $5.4M goodwill writedown followed Merck's termination of the MK-1167 Alzheimer's trial — leaving a one-employee company with $19.9M of cash being sold to Scancell at a $24.6M valuation.

Marygold's assets under management jumped 41% in fiscal 2026, but a $2.5 million oil-futures trading error, $3.6 million of impairments and $4.2 million of holding-company overhead left the group roughly breakeven at the operating line and $4.4 million in the red overall.

GridAI wrote off $10.1 million of goodwill — 45% of the premium paid for Grid AI Corp. nine months earlier — on $85,876 of quarterly revenue earned at a negative gross margin, and an SEC-prompted amendment withdrew the acquisition-synergy rationale that premium was originally built on.

BlossomHill's first quarterly report as a public company shows R&D spending up 70% year over year to $21.4 million and a $23.8 million net loss, with pre-IPO cash down to $95.4 million and an August IPO that raised $151.7 million net funding operations only into Q2 2028.

Kroger's Q2 FY2026 sales rose 2.0% to $34.6bn, but all of that came from a 25.6% jump in fuel sales — grocery sales excluding fuel fell 0.5%, identical sales grew just 0.2% against +3.4% a year ago, and adjusted FIFO operating profit declined 1.4% even as reported EPS rose 15.4% on buybacks and an easier prior-year comparison.

Analog Devices' fiscal Q3 2026 revenue rose 40% to a record $4.02 billion as AI-datacenter demand doubled Communications and a broad industrial recovery lifted Industrial 53%, with fab utilization pushing gross margin up 520 basis points.

Amphenol grew second-quarter 2026 sales 55% to $8.76 billion — 30% organically on AI datacenter demand, the rest from the CommScope acquisition — and lifted operating margin 4.4 points to 29.5% despite the acquired business diluting it.

Amgen grew product sales 9% to $9.5 billion on volume in Q2 2026 and raised full-year guidance, but its 65% jump in reported EPS is mostly Horizon acquisition amortization rolling off — adjusted EPS rose 4%, and guidance implies second-half revenue growth slowing to about 4% as Prolia and XGEVA biosimilar erosion accelerates.

AMETEK posted record Q2 2026 sales of $2.04 billion (+15%, of which 10 points organic) and adjusted EPS of $2.09, but the bigger signal was a 28% jump in orders that lifted backlog to a record $4.11 billion — even as management guided the second half to roughly 7% sales growth.

Ameriprise grew adjusted operating EPS 22% to $11.07 on 13% revenue growth, but the gain leaned on a 27% rise in average equity markets and a 6% smaller share count while clients were net withdrawing from both asset-gathering segments.

American Water Works grew Q2 2026 diluted EPS 8.8% to $1.61 on $52 million of authorized rate increases, but a favourable weather comparison and the permanent loss of Homeowner Services interest income flatter the result, while regulators keep awarding ROEs of 9.55-9.80% against 10.50-10.75% requests.

American Tower's Q2 2026 net income more than doubled to $867.5 million on a $526 million swing in non-cash currency translation, while AFFO per share grew just 4.2% and organic tenant billings growth slowed to 1.7% as DISH churn and a straight-line revenue reversal pushed U.S. & Canada revenue down 2.5%.

AIG's Q2 2026 adjusted EPS rose 10% to $2.00 while GAAP EPS fell 10% to $1.78 — but adjusted income itself grew only 2%, with a 7.7% lower share count doing most of the work and International Commercial's accident-year combined ratio deteriorating 2.3 points.

American Express grew Q2 2026 revenue 10% to $19.6 billion and raised full-year revenue guidance to 10%, but 62% of its $521 million pretax income increase came from a credit reserve release rather than the operating business, where Platinum refresh benefit costs held pre-provision profit growth to 4%.

AEP grew revenue 7% and retail volumes 8.2% on data-center load, but GAAP EPS fell 43% against a 2025 quarter inflated by a $480 million FERC order; guidance was raised to $6.25–$6.55 even as allowed returns get negotiated down.

Ameren's Q2 2026 revenue fell 5.8% while diluted EPS rose 11.9% to $1.13, a gap driven almost entirely by a MISO capacity-price collapse that passes through to customers — but reaffirmed full-year guidance of $5.25–$5.45 implies second-half EPS 7% to 13% below the prior year.

Amcor's FY2026 sales rose 57% to $23.5bn, but almost all of it came from the Berry Global merger — underlying sales fell about 2% on lower volumes, and the entire profit gain came from $240m of merger synergies and cost cuts.