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Lam Research reported record revenue and profitability for the September 2026 quarter, with operating margin topping 40% for the first time. The company’s preliminary 2027 wafer fabrication equipment outlook is for spending above $200 billion, with growth led by DRAM.
Danaher reported third-quarter core revenue growth of 5.5%, excluding respiratory revenue, and a nearly 30% adjusted operating profit margin. It raised full-year adjusted diluted EPS guidance to $8.57–$8.62 and expects fourth-quarter core revenue growth, excluding respiratory revenue, of 4%–5%.
Neptune Insurance reported Q3 revenue up 34% year over year to $59.6 million and adjusted EBITDA up 38% to $36.8 million. It raised 2026 guidance to $204 million in revenue and an adjusted EBITDA margin above 61%, and forecast 2027 revenue of $238 million.
Steel Dynamics reported third-quarter net income of $756 million, or $5.26 per diluted share, and adjusted EBITDA of $1.2 billion. The company also reported record steel shipments of 3.8 million tons.
Prologis reported third-quarter core FFO of $1.60 per share and raised its development-starts guidance. The company said it remains on track for $15 billion in capital activity this year.
Goldman Sachs reported third-quarter net revenue of $18.7 billion and earnings per share of $17.01. The bank said revenue was the second-highest in its history.
Airbnb reported second-quarter revenue of $3.6 billion, up 17% year over year, and gross booking value of $27.2 billion, up 16%. The company raised its full-year 2026 outlook, expecting revenue growth of at least mid-teens and an adjusted EBITDA margin of at least 35.5%.
FIGS reported Q2 2026 net revenues of $197 million, up 29%, and raised its full-year revenue growth guidance to 20% from 14%–16%. The company also authorized a $100 million share buyback.
Cerence (NASDAQ: CRNC ) released third-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. Access the full call at Summary Cerence reported third quarter 2026 revenue of
Cheniere Energy (NYSE: LNG ) reported second-quarter financial results on Thursday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Che
Targa Resources (NYSE: TRGP ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This content is powered APIs. For comprehensive financial data and transcripts, visit View the webcast at Summary Targa Resources Corp reported a 38% year-over-year increase in adj
On Thursday, Lundin Mining (TSX: LUN ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit Access the full call at Summary Lundin Mining reported strong financial performance wit
Permian Resources (NYSE: PR ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Permian Resources reported record f
Kinetik Holdings (NYSE: KNTK ) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Kinetik Holdings reported the strongest fi
Ralph Lauren (NYSE: RL ) held its first-quarter earnings conference call on Thursday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Ralph Lauren reported a strong start to the fiscal year 20
Murphy Oil (NYSE: MUR ) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. Access the full call at Summary Murphy Oil reported a significant discovery i
Brookfield Asset Mgmt (NYSE: BAM ) released second-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Brookfield Asset Mgmt reported record
PepsiCo said it cut its profit outlook. The update is a factual company guidance change but appears as part of a broader market wrap rather than a standalone breaking release.
Primo Brands (NYSE: PRMB ) reported second-quarter financial results on Wednesday. The transcript from the company's second-quarter earnings call has been provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Full Transcript OPERA
Dynatrace (NYSE: DT ) reported first-quarter financial results on Wednesday. The transcript from the company's first-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Summary Dynatra
On Wednesday, Constellation Brands (NYSE: STZ ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit The full earnings call is available at Summary Constellation Brands reported Q
We think the recent outperformance of US equities versus global benchmarks has been an important source of support for the broad Dollar’s September gains. Greater exposure to tech/AI has been part of that outperformance, as has greater resilience to rising global yields, particularly in light of the hit to European ris
MKS Instruments (NASDAQ: MKSI ) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary MKS Instruments reported Q2 2026 revenue
ITT (NYSE: ITT ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. The full earnings call is available at Summary ITT Inc. delivered a strong Q
LifeStance Health Gr (NASDAQ: LFST ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary LifeStance Health Gr reported a strong second
Peloton Interactive (NASDAQ: PTON ) held its fourth-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This content is powered APIs. For comprehensive financial data and transcripts, visit View the webcast at Summary Peloton Interactive reported positive financial performance
Somnigroup International (NYSE: SGI ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This content is powered APIs. For comprehensive financial data and transcripts, visit The full earnings call is available at Summary Somnigroup International reported a rec
Victory Capital Holdings (NASDAQ: VCTR ) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Victory Capit
Accenture (NYSE: ACN ) reported fourth-quarter financial results on Thursday. The transcript from the company's fourth-quarter earnings call has been provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Accentu
FactSet Research Systems (NYSE: FDS ) held its fourth-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Summary FactSet Research Syste