Achieved record $1.065B revenue in Q2 2026, up 166% YoY, with gross margin at 34.3% and operating income up 737%. Raised full-year revenue outlook to $3.9–$4.2B, supported by strong demand, expanded financing, and rapid adoption in AI data centers.Based on Bloom Energy Corporation [BE] Q2 2026 Audi…
Microsoft Corp. (MSFT) is set to report its quarterly earnings after the closing bell on Wednesday. But a day before the earnings, Deepwater Asset Management’s Gene Munster said investors should look beyond the results, adding that the software giant faces longer-term challenges from artificial int…
Q2 2026 saw strong sequential growth, with revenue up 18% and record IP Optical bookings, though year-over-year results declined due to tough comps and slower deployments at key customers. Guidance for the year was lowered, reflecting supply chain pressures and mix shifts, but momentum in enterpris…
Q2 2026 saw 6.9% sales growth and strong margin expansion, with broad-based gains across industrial, automotive, and electronics. Supply chain and commodity headwinds persist, but Q3 guidance calls for 10% sales growth and further margin improvement.Based on Rogers Corporation [ROG] Q2 2026 Audio T…
Second quarter shipment growth was offset by lower pricing, resulting in a net loss and negative adjusted EBITDA. Cost reductions, product launches, and price increases are expected to improve margins, with positive free cash flow projected for the year.Based on Clearwater Paper Corporation [CLW] Q…
Revenue and profitability surged in fiscal 2026, driven by robust cloud and AI storage demand, with record free cash flow and expanding margins. HAMR technology adoption accelerated, and strong pricing trends are expected to continue as supply-demand imbalances persist.Based on Seagate Technology H…
Record FY 2026 revenue of $915.5M (+11% YoY) and adjusted EBITDA of $61.1M reflect strong growth across all segments, driven by international cannabis, BrewDog acquisition, and disciplined capital allocation. FY 2027 guidance targets $68–$75M adjusted EBITDA and $1.2B revenue run rate.Based on Tilr…
Net profit for H1 2026 rose to PLN 2,013 million, with strong operating profit and asset growth. Legal risks from FX loans remain significant, and new debt issuance and settlements with CHF borrowers were key events. Capital ratios declined but remain above regulatory minimums.Original document: mB…
Revenue grew 9.6% year-over-year in Q2 2026, led by Mid-Atlantic strength and Keystone acquisition, while Florida faced headwinds from outages and import disruptions. Full-year guidance was raised to high single-digit revenue growth, with a modest margin decline expected.Based on Titan America SA…
Q2 2026 saw a 21% production increase and 150% rise in adjusted funds flow, driven by Reford 1 SAGD and strong oil prices. Net debt fell 39%, and free cash flow enabled a 74% payout ratio, while Reford 2 and other projects advanced on schedule.Original document: Cardinal Energy Ltd. [CJ] Earnings R…
Record Q2 2026 revenue and margin expansion were driven by strong organic growth and AI-enabled demand across all segments. Raised full-year guidance reflects robust bookings, a strong pipeline, and successful acquisitions, with continued investment in digital and managed services fueling future gr…
Record net profit and business expansion in Q2 2026 were driven by strong loan and deposit growth, improved efficiency, and reduced legal risk costs. Capital buffers remain robust, and digital innovation continues, with positive outlook for further revenue and volume growth.Original document: mBank…
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