Earnings

Cencora says GLP-1 revenue surges 25%, calls fiscal 2026 'excellent' at Wells Fargo conference
Pharmaceutical distributor Cencora reported Q3 GLP-1 revenue of $2.3 billion, up 25% year over year, and disclosed a $1 billion share repurchase as management highlighted specialty growth across its portfolio.

Coupang Stock Hits 52-Week Low as Earnings Miss and Margin Pressure Mounts
South Korean e-commerce giant Coupang shares fell to $14.92, down 53.5% over the past year, after Q2 revenue missed and EBITDA margins contracted 320 basis points.

ABM Industries Reports Record Q3 Revenue of $2.3 Billion, Raises Full-Year Guidance
The facilities services company posted record quarterly revenue of $2.3 billion and lifted adjusted EPS and free-cash-flow forecasts, driven by strong demand in semiconductors, microgrids and data centers.

UNFI Q4 Earnings: EBITDA Surges 48%, Leverage Hits Lowest Since 2018
United Natural Foods reported a 48% jump in fourth-quarter adjusted EBITDA to $172 million and swung to earnings per share of $0.69, while net debt fell to its lowest level in eight years.

Marathon Petroleum stock hits all-time high at $398.68 after Q2 beat
Marathon Petroleum shares reached a record $398.68 after second-quarter 2026 EPS of $17.73 and revenue of $52.34 billion exceeded analyst estimates.

Kyndryl reaffirms flat FY27 revenue, projects low‑single‑digit FY28 growth as AI gains traction
The IT services firm said Q1 FY27 revenue fell 3% YoY, kept FY27 revenue guidance at flat to -2%, and expects modest growth in FY28, citing expanding hyperscaler business and AI‑driven efficiency.

UNFI beats Q4 fiscal 2026 EPS, stock rises 1.7%
United Natural Foods reported adjusted EPS of $0.69 and record annual free cash flow, while guiding fiscal 2027 sales to $31.2 billion to $31.8 billion.

L'Oréal Reports 6.5% Organic Sales Growth, Outpaces Market at Barclays Conference
The cosmetics giant posted first-half organic growth of 6.5%, running about 200 basis points ahead of a ~4.5% market, while raising its longer-term SG&A efficiency target to 15% of sales.

Canaan Q2 revenue misses guidance; self-mining reaches 55% of sales
Canaan reported Q2 2026 revenue of $31.9 million, below its $35 million to $45 million guidance, as self-mining reached 55% of sales; shares fell on a weak Q3 outlook.

SECO Raises 2027 Revenue Outlook on Record Q3 Guidance and Robotics Push
Italian embedded computing maker SECO guides Q3 revenue to ~€60M, its highest quarter ever, as a Neura Robotics partnership and strong order backlog drive shares up over 10%.

Seco lifts 2027 outlook to at least EUR 270 million after Q2 2026 results
Seco shares rose 9.7% to $3.86 after Q2 2026 gross margin reached 56%, Q3 revenue guidance was set near EUR 60 million, and 2027 base-case revenue was raised to at least EUR 270 million.

Alnylam's TTR Franchise Tops $1B Quarterly Revenue 18 Months After Launch
Alnylam Pharmaceuticals reported its TTR franchise surpassed $1 billion in quarterly revenue roughly 18 months after its cardiomyopathy launch, as overall revenue jumped 95% year over year to $4.8 billion.

Universal Health Services Lowers Full-Year Guidance as Exchange Headwinds Mount
UHS trimmed its full-year adjusted admissions outlook and EBITDA midpoint after a 2.9% Q2 gain, citing exchange-market shifts and higher malpractice costs amid its Talkspace deal.

Liquidia targets $1 bn run‑rate as it expands inhaled prostacyclin pipeline
At the Wells Fargo Healthcare Conference, Liquidia outlined a $1 bn annual run‑rate goal, $170 m Q2 2026 YUTREPIA revenue and a growing pipeline that includes the L606 inhaled treprostinil program.

ABM posts record Q3 2026 revenue of $2.3B, raises EPS outlook
ABM Industries reported record Q3 2026 revenue of $2.3 billion and raised full-year adjusted EPS guidance to $3.95-$4.10, while shares slipped in premarket trading.

Argan Reports Record Q2 Revenue on Power Project Demand
Infrastructure contractor Argan posted record $384 million in second-quarter revenue, driven by its power segment and electrification projects, as the company sees a $2.5 billion backlog supporting future growth.

Revenio Reports Q2 Profit Drop as Visionix Acquisition Weighs on Margins
Revenue jumped 48% year-on-year but operating profit fell 61% as Visionix acquisition costs and lower-margin sales compressed margins, while net gearing surged to roughly 160%.

Revenio shares plunge 18% as Q2 margin squeeze weighs on Visionix integration
Revenio Group shares fell more than 18% after Q2 gross margin collapsed nearly 8 percentage points to 64.7%, as integration costs and a delayed AI product pushed profitability below expectations.

Theon International posts 35% revenue rise in H1 2026, lifts EBIT margin outlook
The defense optics maker reported EUR 248.7 million revenue, 38% jump in order intake and raised full‑year EBIT margin target to at least 26%.

Canaan Q2 2026 revenue misses guidance, shares fall premarket
Canaan reported Q2 2026 revenue of about $32 million, below its $35 million to $45 million guidance, and guided Q3 revenue to $11 million to $15 million as shares fell in premarket trade.

McKesson Reports Strong Q1 Performance at Wells Fargo Healthcare Conference
McKesson Corporation reported robust Q1 financial results and outlined its growth strategy, including a $2.25 billion acquisition and a focus on oncology and biopharma services.

Novartis Cardiovascular Trial Fails to Meet Primary Endpoint
Pelacarsen lowered Lp(a) levels but failed to reduce cardiovascular events in 8,323-patient Phase III trial, dealing a blow to Novartis's heart disease pipeline.

Old Mutual lifts returns but profit slips on storm losses
Old Mutual reported higher mid-term return metrics and strong investment-segment growth in H1 2026, but adjusted headline earnings per share fell 27% as insurance losses from May storms weighed on results.

Funding Circle profit quadruples in H1 despite 8.7% share decline
Lending marketplace reports £24.1m profit before tax, up fourfold year-over-year, while upgrading full-year revenue and profit guidance.

