Résultats

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.

Les actions de Coupang atteignent un plus bas de 52 semaines alors que les résultats manquent et que la pression sur les marges s'intensifie
Les actions de Coupang, le géant sud-coréen du commerce électronique, ont chuté à 14,92 dollars, en baisse de 53,5 % au cours de l'année dernière, après que les revenus du deuxième trimestre n'aient pas atteint les attentes et que les marges d'EBITDA se soient contractées de 320 points de base.

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 augmente ses prévisions de la rentabilité pour 2027 sur les bases de ses prévisions records pour le 3e trimestre et de la croissance de son activité robotique
Le fabricant italien de calcul embarqué SECO a conduit les revenus du troisième trimestre à environ 60 millions d'euros, son trimestre le plus élevé jamais enregistré, alors que le partenariat avec Neura Robotics et un fort backlog d'ordres ont entraîné une hausse de l'action de plus de 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 enregistre une augmentation de 35 % des revenus au premier semestre 2026, ce qui renforce ses prévisions de marge d'EBIT
Le fabricant d'optique de défense a déclaré un chiffre d'affaires de 248,7 millions d'euros, une hausse de 38 % de la prise de commandes et a augmenté son objectif de marge Ebit sur l'ensemble de l'exercice à au moins 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.

