
Earnings

Boku Posts 11% H1 Revenue Growth, Raises Full-Year Outlook on Strong Take Rates
Mobile payments company Boku reported underlying revenue of £66.5 million for the first half of 2026, driven by double-digit growth in digital wallets and local payment methods.

Ceres Power H1 2026 earnings call highlights gains from cost cuts and pipeline growth
The transcript shows Ceres Power reporting improved first-half 2026 results, citing cost reductions and an expanding project pipeline as key drivers.

Renishaw posts 14% revenue rise, 36% profit jump in H2 FY2026
Renishaw reported H2 FY2026 revenue of GBP 816 million, adjusted operating profit of GBP 153 million and lifted its dividend, while targeting 20% operating margin in FY2027.

KWS SAAT Reports Resilient Margins as Sales Decline in FY 2025/26
German seedmaker posts €1.63 billion in sales, down 3%, but net income climbs 13% on FX gains and AgReliant deconsolidation. Shares fall 7.6%.

KWS Shares Fall Nearly 8% as Organic Sales Miss Despite Margin Gains
German seedmaker KWS reported resilient adjusted EBITDA margins of 19.3% in fiscal 2025/26, but organic sales growth of minus 1% missed targets, sending shares down 7.76% to $72.50.

KWS SAAT posts resilient FY 2025/26 results, shares drop 7.5%
The seed producer reported €1.63 bn in sales, €158 m net income and a €1.30 dividend per share, while its stock fell 7.5% after the earnings release.

Adobe Beats Q3 Estimates, but Soft Q4 Outlook Dampens Shares
Adobe posted record Q3 results with $6.76 billion in revenue and $6.13 adjusted EPS, but flagged a revenue midpoint below consensus for Q4, sending shares down 2.7% in premarket trade.

Oracle Raises Profit Outlook After Beating Q1 Earnings on AI Cloud Demand
Oracle posted adjusted EPS of $1.92 vs $1.73 expected, booking more than $30 billion in new AI cloud contracts. The company raised its full-year profit forecast amid strong demand.

Trisura hits CAD 1B book value ahead of schedule at Scotiabank summit
Canadian specialty insurer reaches capital milestone 18 months early, outlines U.S. expansion and growth targets across surety, corporate insurance and programs lines.

ADI Global Distribution Targets $80M in Savings as Tariff Benefits Reverse
The commercial security distributor raised its full-year margin outlook on tariff-related pricing gains but warned of an 80 basis-point headwind next year as benefits unwind.

Arvinas Highlights Pipeline at Cantor Fitzgerald Healthcare Conference
Arvinas discusses its clinical pipeline and strategic partnerships at the 12th Annual Cantor Fitzgerald Global Healthcare Conference, emphasizing its focus on degrader programs and commercialization efforts.

Definity Financial lifts growth after Travelers Canada integration
Definity Financial said the CAD 3.3 billion Travelers Canada deal boosted its market rank to No. 4 in Canada’s P&C sector and drove 35% first‑half revenue growth, while keeping full‑year revenue near CAD 6.5 billion.

SentinelOne Raises Full-Year Outlook After Q2 Beat, Cites AI Security Momentum
Cybersecurity firm posts strong quarterly results and raises guidance as AI-focused products Prompt Security and Purple AI triple year-over-year ARR.

Shoe Station Group declares $0.17 quarterly dividend
Retailer announces cash payout of $0.17 per share with October payment date, maintaining its quarterly distribution program.

Italian Wine Brands Posts Lower H1 Profit on Margin Squeeze
Italian Wine Brands reported H1 2026 revenue of €175.3m, down 5.3%, with EBITDA margin contracting to 10.9% despite a premium-product push and debt reduction.

Elanco Reports 10% Growth, Outlines Multi-Year Margin Expansion Plan
Animal-health company targeting ~2x leverage by end of 2025 as CEO flags pipeline strength and sustained price-volumegrowth.

MillerKnoll Q1 EPS Beating Estimates, Revenue Misses as Tariff Refunds Boost Margins
Furniture maker reported adjusted EPS of $0.53 vs. $0.35 expected, with tariff refunds adding $0.11 per share to results. Revenue of $923M missed forecasts.

Omeros Stock Hits 52-Week High at $19.75, Eyes $22 Target After Strong Quarter
Omeros Corporation's shares touched a new 52-week high of $19.75, buoyed by second-quarter results that crushed estimates and the successful launch of its newly approved drug Yartemlea.


MillerKnoll Q1 EPS Beats on Margin Expansion, Lowers Full-Year Sales Outlook
Furniture maker MillerKnoll reported adjusted EPS of $0.53 vs. $0.35 consensus as tariff refunds and pricing helped offset a 3.4% sales decline; it trimmed full-year revenue guidance.

HighPeak Energy Focuses on Debt Paydown as CapEx Drops Below $300 Million
Oil producer cuts capital spending from over $1 billion to well under $300 million, targeting $8–$9 per share in value relocation from debt to equity at its Water Tower Research conference.

Barclays Projects £8.2bn UK NII for 2026, Sees 20pc+ ROTE in US Consumer Bank
The lender expects group net interest income to reach £13.7bn for the fifth straight year, while deploying most of its £30bn business-growth RWA target and returning £9bn via buybacks in H1.

Thermal Energy International posts record FY2026 earnings, shares up 6.25%
The company reported CAD 33.9 million in revenue for fiscal 2026, a 13% year‑over-year increase, and posted net income of CAD 1.34 million. Shares rose 6.25% to close at CAD 0.17 following the earnings call.

Oxford Biomedica Shares Rise After Missed H1 Results as Backlog Strengthens
Oxford Biomedica reported a wider-than-expected loss and missed H1 forecasts, but shares rose 2% as contracted revenue and full-year guidance held firm.

UBS Shares Fall as Capital Rules Weigh on Margins and Q2 Earnings Miss
UBS Group reported Q2 EPS of $0.87, below consensus, as proposed Swiss capital requirements threaten to cut earnings by up to 10%.









