Earnings Calendar

We have no earlier read of this company.

What to watch

• Deployment of $149 billion of uncalled fund commitments, including $68 billion expected to generate approximately $680 million of annual fees once deployed.
• Additional closes for the infrastructure flagship strategy, which is targeting its first close this year.
• Execution of the Oaktree integration following the July acquisition.

From our read of the second quarter 2026 report.

We have no earlier read of this company.

We have no earlier read of this company.

What to watch

• Insurance-underwriting operating earnings following the reported $1,731 million in the second quarter of 2026.
• Insurance-investment income following the reported $3,059 million in the second quarter of 2026.
• The effect of changes in unrealized gains and losses in equity security investments on reported GAAP net earnings.

From our read of the second quarter 2026 report.

What to watch

• Implementation of DeepHealth's breast ultrasound AI solution across RadNet breast imaging centers by year-end, including the anticipated Revenue and cost-savings contributions in the second half of the year.
• Delivery against the raised Imaging Center Segment Total Net Revenue guidance range of $2,370 - $2,420 million and Adjusted EBITDA guidance range of $345 - $358 million.
• Digital Health ARR growth, external-customer revenue mix, conversion of approximately $37 million of six-month new-business Total Contract Value, and the effect of continued infrastructure investment on segment Adjusted EBITDA.

Company guidance for full-year 2026: Imaging Center Segment Total Net Revenue: $2,370 - $2,420 million

From our read of the second quarter of 2026 report.

What to watch

• Third-quarter revenue execution against guidance of between $250 million and $265 million.
• Third-quarter GAAP Gross Margins between 29% and 31% and Non-GAAP Gross Margins between 35% and 37%.
• Third-quarter operating-expense execution against GAAP Operating Expenses between $143 million and $149 million and Non-GAAP Operating Expenses between $121 million and $127 million.

Company guidance for Third Quarter 2026: between $250 million and $265 million

From our read of the Second Quarter 2026 report.

What to watch

• Progress toward initiation of beta services with select strategic partners in 2026.
• Readiness to ship BlueBirds 14, 15, and 16 and production progress from BlueBird 17 through BlueBird 46.
• Conversion of approximately $1.30 billion of aggregate contracted revenue backlog into reported revenue.

Company guidance for Full year 2026: $150.0 million to $200.0 million

From our read of the Second Quarter 2026 report.

What to watch

• Progress toward restarting Crane Clean Energy Center in 2027 following the FERC Capacity Interconnection Rights decision and NRC fuel license amendment approval.
• Closing of the planned $860 million before closing adjustments sale of the 606 MW Brazos Valley Energy Center, which the company expects by the end of this year.
• Integration of Calpine, including the contribution of the expanded fleet and associated merger and integration costs.

From our read of the second quarter of 2026 report.

What to watch

• Conversion of $796 billion of AUM into fee-paying assets, which were $638 billion at quarter-end.
• The contribution from Arctos, which closed on May 4, 2026 and had AUM of $20 billion as of June 30, 2026.
• Future monetization activity following KKR's strongest monetization quarter ever.

From our read of the second quarter 2026 report.

What to watch

• Whether MARA signs at least one lease before year-end.
• FERC approval and closing progress for the Long Ridge transaction.
• ERCOT and interconnect approvals for the Matagorda County, Texas powered-land site.

From our read of the Q2 2026 report.

What to watch

• Third quarter 2026 financial results and a progress update on key priorities on November 9, 2026.
• Whether Lucid continues converting existing vehicle inventory into customer deliveries.
• Progress toward the operating reset target of $1.4 billion of cash flow improvements in 2026.

From our read of the Q3 2026 report.

What to watch

• Whether digital advertising growth accelerates in the back half of the year as expected.
• Execution against the full-year 2026 adjusted EBITDA range of $3.8-$3.9 billion and free cash flow conversion of at least 10%.
• Retention and engagement following Paramount+'s expanded sports and programming slate.

From our read of the Q2 2026 report.

What to watch

• Progress toward the CFO's stated near-term goal of delivering positive adjusted EBITDA.
• Whether investments to expand businesses and capabilities translate into top-line growth, given management's statement that quarterly revenue can be volatile at this stage of growth.
• Execution of expanded broker-dealer capabilities, including custody, atomic settlement, underwriting and selling-group participation.

From our read of the Second Quarter 2026 report.

What to watch

• Progress toward completion of the prospective merger with TAE Technologies, Inc. in the fourth quarter of 2026.
• Whether legal expenses begin to decline materially on a go-forward basis following the substantial resolution of legacy legal matters.
• Additional Truth API customer onboarding and recurring revenue from the new data licensing product.

From our read of the Second quarter of 2026 report.

What to watch

• Whether actions expected to generate approximately $15 million of annualized cash savings translate into stronger earnings and more durable financial performance.
• Digital Asset Sales spreads, derivatives mix, and the resulting margin after the decline to 17 basis points.
• Staking take rates and client mix following the decline in take rate to 6.0%.

From our read of the Q2 2026 report.

What to watch

• FDA PDUFA target action date of September 22, 2026 for zilganersen in Alexander disease.
• Results from the pelacarsen Lp(a) HORIZON cardiovascular outcomes trial in the second half of 2026.
• Global launch of bepirovirsen for chronic hepatitis B this year and its U.S. PDUFA target action date of October 26, 2026.

From our read of the second quarter 2026 report.

We have no earlier read of this company.

What to watch

• Third-quarter revenue guidance of $880 million to $900 million.
• Third-quarter Adjusted EBITDA guidance of $75 million to $95 million and Adjusted EBITDA margin guidance of 9% to 11%.
• Management's expectation that the domestic business will continue accelerating through the second half of the year.

Company guidance for Third quarter 2026 and full year 2026: Third quarter 2026: $880 million to $900 million. Full year 2026: $3.1 billion to $3.3 billion.

From our read of the Second Quarter 2026 report.

What to watch

• The November 19, 2026 launch of Grand Theft Auto VI.
• Delivery of the titles included in the financial outlook.
• Net Bookings within the fiscal year outlook of $8,000 to $8,200.

Company guidance for Fiscal Year Ending March 31, 2027: $7,900 to $8,100

From our read of the Fiscal first quarter 2027 report.

What to watch

• Final Q3 2026 financial results, including any changes from the preliminary ranges.
• Whether November and December expense cuts and conversion-efficiency actions improve results.
• Progress toward Adjusted EBITDA breakeven by the end of the year, assuming the current rate environment and outlined expense savings.

From our read of the Q3 2026 report.

What to watch

• Resolution of the third-party gas pipeline constraint and the return of remaining impacted Gulf of America production.
• Finalization of Occidental's financial reporting process for the third quarter of 2026.
• The final effect of the temporary Gulf of America downtime on third-quarter results.

From our read of the third quarter of 2026 report.

What to watch

• Third Quarter 2026 revenue guidance of at least $650 million.
• Third Quarter 2026 Adjusted EBITDA guidance of approximately $160 million.
• Execution actions to strengthen execution, upgrade the platform, and sharpen focus on areas of greatest value.

Company guidance for Third Quarter 2026: at least $650 million

From our read of the Second Quarter 2026 report.

We have no earlier read of this company.

What to watch

• Third Quarter 2026 revenue guidance of $469 million to $472 million and adjusted EBITDA guidance of $115.0 million to $116.0 million.
• Full Year 2026 revenue guidance of $1,811 million to $1,824 million, adjusted EBITDA guidance of $404.1 million to $406.3 million, and free cash flow guidance of $254.8 million to $255.8 million.
• Progress toward full-year 2026 GAAP EPS guidance of $0.09 to $0.11.

Company guidance for Third Quarter 2026 and Full Year 2026: Third Quarter 2026: $469 million to $472 million; Full Year 2026: $1,811 million to $1,824 million

From our read of the second quarter 2026 report.

What to watch

• August 25, 2026 U.S. PDUFA target action date for zanidatamab in first-line HER2-positive locally advanced or metastatic gastroesophageal adenocarcinoma.
• Top-line results from the second interim overall survival analysis for the HERIZON-GEA-01 trial doublet regimen expected in the third quarter of 2026.
• Planned closing of the Theravance Biopharma acquisition in 2H 2026 and the updated financial outlook expected following closing.

From our read of the 2Q-2026 report.

What to watch

• Third quarter 2026 financial results, scheduled for November 9, 2026.
• Whether reported Q3 2026 revenue confirms preliminary growth of greater than 10% versus Q3 2025.
• Whether the Company delivers approximately 15% to 16% full-year 2026 revenue growth.

Company guidance for full-year 2026: approximately 15% to 16%

From our read of the Q3 2026 report.

What to watch

• Whether Fox Complex delivers full-year production of 20,000 – 23,000 GEOs while maintaining AISC of $2,650 – $2,850 per GEO.
• Gold Bar heap-leach ore placement and the production impact from carbonaceous material during Q3 and Q4.
• Stock Mine’s expected start of mining in Q4 2026 and its targeted commercial production in 2027.

From our read of the Q2 2026 report.

What to watch

• Execution of the restructuring plan and whether it achieves expected benefits within expected costs.
• ARR contribution from AI products after it doubled from Q1 and represented 17% of net new ARR in Q2.
• Retention trends, particularly the 109% overall net dollar retention rate and 115% retention for customers with more than $50,000 and more than $100,000 in ARR.

Company guidance for Third quarter of fiscal year 2026 and full year 2026: Third quarter of fiscal year 2026: $368 million to $370 million, representing year-over-year growth of 16% to 17%. Full year 2026: $1,466 million to $1,474 million, representing year-over-year growth of 19% to 20%.

From our read of the Q2 2026 report.

What to watch

• Anticipated completion of the Company’s combination with Serra Verde by the end of August.
• Thras Moraitis assuming the CEO role on October 1, 2026.
• Heavy rare earth oxide production targeted in Q3 2026.

From our read of the Second quarter 2026 report.

What to watch

• Execution against full year 2026 guidance for total revenue of $400 – $430 million, total new stalls of 1,350 - 1,625, and Adjusted EBITDA of $(25) million – $(5) million.
• The expected concentration of the strongest non-charging revenue quarters in Q1 and Q4 2026.
• Deployment of EVgo-owned and branded V4 Superchargers starting in 2026 under the Tesla agreement.

Company guidance for full year 2026: $400 – $430 million

From our read of the Q2 2026 report.

What to watch

• Forward-looking guidance to be provided on the earnings conference call and webcast.
• Execution against more than $25 billion of net new customer commitments added in early Q3.
• Delivery and availability of service requirements associated with revenue backlog.

From our read of the Second Quarter 2026 report.

What to watch

• Sustained YUTREPIA adoption, prescription-to-start conversion, prescriber expansion, and product-sales volume.
• The impact of gross-to-net adjustments on service revenue, net.
• Commercial spending and headcount growth supporting YUTREPIA commercialization.

From our read of the Second Quarter 2026 report.

We have no earlier read of this company.

What to watch

• The progress of Búzios projects, including production systems P-80, P-82 and P-83 scheduled for 2027, P-84 scheduled for 2029, and P-85 scheduled for 2030.
• Execution of US$ 10,405 million of 1H26 total Capex, including US$ 8,800 million in Exploration & Production.
• The trajectory of receivables related to the fuel subsidy program and the associated working-capital impact.

From our read of the Q2 2026 report.

What to watch

• Bitcoin gains or losses recognized under ASU 2023-08, which directly affect reported net income.
• Execution of the remaining approximately $956.7 million authorization under the Digital Credit Securities Repurchase Program.
• The transition of the principal financial officer role to Phong Le and the planned January 1, 2027 appointment of Reza Virasteh as Executive Vice President and Chief Financial Officer.

From our read of the third quarter of 2026 report.

What to watch

• Completion of the Company’s financial closing procedures for the quarter ended September 30, 2026.
• The Company’s final reported results for the quarter ended September 30, 2026, including operating results and cash flow.
• Any change between the preliminary estimate of cash, cash equivalents and short-term investments and final reported financial information.

From our read of the quarter ended September 30, 2026 report.

What to watch

• Revenue recognition from the $20 million system sale included in first-half 2026 bookings.
• Conversion of the $40.7 million remaining performance obligations balance into revenue, with approximately 57% expected to be recognized as revenue in the next 12 months.
• Gross-margin performance following higher personnel costs and the exclusion of stock-based compensation and depreciation and amortization from non-GAAP gross profit.

From our read of the second quarter of 2026 report.

What to watch

• Third-quarter earnings, when the Company said it will announce net income, cash flow and other financial results.
• Recognition in the following quarter of the five DES cargos totaling 20.4 TBtu.
• The relationship between reported LNG volumes, realized fixed liquefaction fees and financial performance once full third-quarter results are released.

From our read of the third quarter 2026 report.

What to watch

• Progress toward systems with approximately 1,000 qubits, approximately 99.9% two-qubit gate fidelity, and gate speeds below 50 nanoseconds over roughly a three-year time horizon.
• Execution of the 9-qubit Novera™ deployment at Pittsburgh Supercomputing Center’s TangleLab testbed.
• Fulfillment of on-premises Novera-based systems and the 108-qubit system program for C-DAC in India.

From our read of the Second Quarter 2026 report.

What to watch

• Tydal, Norway phase 1 is targeted for Q4’26, phase 2 for Q1’27, and phase 3 for H2’27.
• The Knoxville, TN project overall completion is targeted for Q3 ’27.
• The Weathersfield, OH project has target energization in Q4’28.

From our read of the Q2 2026 report.

What to watch

• Execution of the $144 million NASA CLPS Blue Ghost mission and the $75 million NASA JPL MoonFall subcontract.
• Production and design progress for Blue Ghost's Gruithuisen Domes and South Pole missions.
• Integration of Space-ng's autonomous navigation, guidance, software, and camera capabilities into Blue Ghost and Elytra.

Company guidance for 2026 full-year: between $420 million and $450 million

From our read of the Second Quarter 2026 report.

We have no earlier read of this company.

What to watch

• Execution against 2026 Commercial Aviation deliveries of 80 - 85 aircraft and Executive Aviation deliveries of 160 - 170 aircraft.
• Sustainability of the updated 10.0% - 10.6% Adjusted EBIT margin outlook after the extraordinary tax credit and tariff effects.
• Conversion of the US$34.5 billion firm order backlog into revenue and deliveries.

Company guidance for 2026 Guidance Updated (Eve Not Included): US$8.2 to US$8.5 billion

From our read of the 2Q26 report.

What to watch

• Execution against Sea’s stated expectation that Shopee will achieve US$1 billion in adjusted EBITDA for the full year.
• The pace of Shopee GMV, gross-order and core marketplace revenue growth, alongside logistics investment and shipping-subsidy net-offs.
• Monee credit growth, provision for credit losses and the non-performing-loan ratio.

From our read of the Q2 2026 report.

What to watch

• Definitive third quarter financial results, which the Company plans to release the week of November 9, 2026.
• Whether final reported revenue remains approximately $1.1 million after quarter-end closing procedures.
• Progress in e-commerce, including subscription revenue.

From our read of the third quarter of 2026 report.

We have no earlier read of this company.

What to watch

• Production recovery from CPO-9, Caño Sur, Rubiales, Castilla, and Chichimene.
• The FEPC receivable balance, which is expected to remain within a range of approximately COP 8 trillion to COP 12 trillion.
• Whether refinery availability and favorable refining margins continue following record throughput of 438.5 Kbp/kboed in 2Q 2026.

From our read of the H1 2026 report.

We have no earlier read of this company.

What to watch

• Execution of the Unity platform, PanOptix Pro, Tryptyr and other recent launches.
• Whether procedural growth and price increases offset continued softness in the cataract market and legacy-product declines in contact lenses.
• Delivery of the maintained +5% to +7% constant-currency net sales growth outlook.

Company guidance for FY 2026: +5% to +7% net sales growth vs. prior year (cc)

From our read of the Q2 2026 report.

We have no earlier read of this company.

What to watch

• Inclusion of sales under the new Canada CFR pathway in third-quarter 2026 results.
• Progress toward monetizing more than $70 million in Section 45Z tax credits during 2026.
• Whether substantial operating cash flow materializes in the third and fourth quarters of 2026.

From our read of the second quarter of 2026 report.

What to watch

• Potential FDA approval of apitegromab by the September 30, 2026 PDUFA date.
• FDA review of the submitted data package for the second fill-finish facility.
• FDA inspection classification of Catalent Indiana.

From our read of the Second quarter 2026 report.

What to watch

• Base business volume trends after the reported decrease in volume of $15.5 million in the second quarter.
• The durability of gross-profit and adjusted EBITDA margin improvement associated with portfolio changes and tariff refunds.
• Net interest expense following the refinancing with 11.00% senior notes due 2031.

Company guidance for Full Year Fiscal 2026: $1.735 billion to $1.775 billion

From our read of the Second Quarter 2026 report.

We have no earlier read of this company.

What to watch

• Conversion and timing of approximately $85.6 million of backlog scheduled for delivery within the next twelve months.
• Capacity additions in Orlando, Texas, U.S. optical and assembly operations, and Latvia as management seeks to meet projected demand.
• Finalization of the redesign of G5 Infrared’s cooled camera family to use BlackDiamond™ glass.

From our read of the Fiscal 2026 fourth quarter and full year report.

What to watch

• Seed volume, which was (3) % in the Q2 Seed price-volume-currency analysis.
• Crop Protection price & portfolio / product mix, which was (4) % in the Q2 Crop Protection price-volume-currency analysis.
• Corn sales, which were $2,868 million compared with $2,961 million.

From our read of the Three Months Ended June 30, 2026 report.

We have no earlier read of this company.

We have no earlier read of this company.

What to watch

• Final reported September 30, 2026 SPS, NAV per share, SOL and SOL-equivalent holdings, SOL-denominated borrowings, and cash and cash equivalents.
• Whether final results support the preliminary expectations for double-digit SPS growth, more than 100% NAV per share growth, and more than 100% cash and cash-equivalent growth.
• Further SOL accumulation and the use of the $300 million CHAD ATM as a growth-capital source.

From our read of the Q3 2026 preliminary estimates report.

What to watch

• FDA decisions for AVT05, AVT06 and AVT03 anticipated in the fourth quarter of 2026.
• Whether manufacturing output and supply building support strengthening financial performance through the second half of the year.
• Progress toward 2026 total revenues of $650-$700 million and adjusted EBITDA of $180-220 million.

Company guidance for 2026 full year: $650-$700 million

From our read of the H1 2026 report.

What to watch

• Second-quarter net sales outlook of $955M to $995M.
• Second-quarter adjusted diluted EPS excluding IRC 45X benefits outlook of $1.95 to $2.05.
• Second-quarter IRC 45X benefits to cost of sales outlook of $42M to $47M.

Company guidance for Second quarter fiscal 2027 and full year fiscal 2027: $955M to $995M

From our read of the First quarter fiscal 2027 report.

What to watch

• Execution of the planned closure of between 4 and 6 Civil training centers and customer retention during the transition.
• Progress on the review of strategic alternatives for Flightscape.
• Civil utilization, simulator-sales contribution, Middle East operational impacts, and product demand.

Company guidance for Fiscal 2027: Low-single digit percentage growth

From our read of the Q1 fiscal 2027 report.

What to watch

• More detailed engineering and spending guidance metrics, which the Company continues to expect to provide later this summer.
• Further growth of U.S. operations, where headcount has grown more than five-fold since 2023 and further growth is expected by year-end.
• The pace of drawing on the up to $300 million synthetic at-the-market equity facility.

From our read of the Q2 2026 report.

We have no earlier read of this company.

We have no earlier read of this company.

What to watch

• Execution against third-quarter 2026 revenue outlook of $87 million to $93 million.
• Monetization of approximately 250MW of unmonetized capacity targeted for 2027.
• Demand and utilization for Quake AI's existing GPU estate, which had utilization of approximately 85% for the quarter.

Company guidance for third quarter of 2026: $87 million to $93 million

From our read of the Second Quarter 2026 report.

We have no earlier read of this company.

What to watch

• Commencement of Cobre Panamá stream deliveries in Q3 2026. One-third of deliveries are anticipated in H2 2026.
• First Quantum estimates Cobre Panamá will produce between 30,000 and 40,000 tonnes of copper in 2026, with a total of approximately 70,000 tonnes including 2027 processing.
• Expected Cobre Panamá stream deliveries of approximately 23,100 gold ounces and 265,000 silver ounces.

Company guidance for 2026: $245 to $285 million in Diversified revenue

From our read of the Q2 2026 report.

We have no earlier read of this company.

We have no earlier read of this company.

We have no earlier read of this company.

What to watch

• Q3 2026 revenue guidance of between $21.3 million and $21.7 million.
• Q3 2026 gross-margin guidance of between 60.0% and 62.0%.
• Q3 2026 adjusted EBITDA loss guidance of between $(3.4) million and $(2.8) million.

Company guidance for Q3 2026 and full-year 2026: Q3 2026: between $21.3 million and $21.7 million; full-year 2026: between $78.0 million and $81.0 million

From our read of the Q2 2026 report.

What to watch

• FDA timing and outcome for the second-generation LungFit PH PMA supplement, for which approval is expected in 2H CY2026.
• Commercial execution toward the reaffirmed $8 million calendar-year 2026 revenue guidance, which excludes revenue from the second-generation system.
• Whether the company realizes anticipated second-generation LungFit PH revenue within its $16-$18 million calendar-year 2027 revenue guidance.

Company guidance for Calendar year 2026 and calendar year 2027: $8 million for calendar year 2026; $16-$18 million for calendar year 2027

From our read of the Quarter ended June 30, 2026 report.

What to watch

• Fourth fiscal quarter revenue guidance of $138 million to $142 million and Adjusted EBITDA guidance of $40.0 million to $41.5 million.
• Progress toward fiscal 2026 ARR growth of at least 27% versus fiscal 2025 and the stated $200 million ARR target.
• The contribution of Particle to IoT Product & Services recurring revenue and ARR, and of Jolt to IoT Solutions revenue and ARR.

Company guidance for Fourth Fiscal Quarter & Full Year Fiscal 2026: Fourth fiscal quarter: $138 million to $142 million; fiscal 2026: $529 million to $533 million, representing growth of 23-24% versus fiscal 2025

From our read of the Third Fiscal Quarter 2026 report.

What to watch

• Execution of accelerated investments in financial services, including lending, installment and issuing capabilities.
• The pace of market-share capture in EV charging and the capital intensity of Lynkwell.
• POS devices margin following the higher Lynkwell hardware mix and higher freight and logistics costs.

Company guidance for Full year 2026: $510 million to $520 million; inclusive of organic revenue growth of 22% to 25%

From our read of the Q2 2026 report.

We have no earlier read of this company.

We have no earlier read of this company.

We have no earlier read of this company.

We have no earlier read of this company.

What to watch

• Execution of Elevate and the timing of significant savings expected in early 2027.
• Potash sales volumes relative to full-year guidance of between 4.5 million and 4.7 million metric tons.
• Potash pricing, following the reported $376 per tonne CIF price in Q2 2026.

From our read of the Q2 2026 report.

What to watch

• Revenue growth following Q2 2026 revenues of 582.3 (in USD $ millions).
• The relationship between Adjusted EBITDA / (loss) of 236.2 (in USD $ millions) and loss from operations of (175.9) (in millions of U.S. dollars).
• Purchases of property and equipment and intangible assets after Q2 2026 spending of (5,657.4) (in USD $ millions).

From our read of the Q2 2026 report.

What to watch

• Delivery against Q4 FY2026 total revenue guidance of $10,250 million +/- $500 million.
• Delivery against Q4 FY2026 non-GAAP diluted EPS guidance of $4.02 +/- $0.20.
• Revenue growth in DRAM, leading-edge foundry-logic and advanced packaging.

Company guidance for Q4 FY2026: $10,250 million +/- $500 million

From our read of the Q3 FY2026 report.

What to watch

• Delivery of the $7.5 billion of AI infrastructure revenue Cisco expects in FY 2027.
• Whether total product-order growth and networking product-order growth continue after Q4 growth of 35% and 40%, respectively.
• Services revenue growth following a flat Q4 result.

Company guidance for Q1 FY 2027: $18.0 billion - $18.2 billion

From our read of the Q4 FY 2026 report.

What to watch

• Third-quarter revenue delivery against the $140 – $155 million target and the expected sequential decline in Adjusted EBITDA loss.
• Execution of volume shipments under the Lethal Unmanned Strike IDIQ award, including the production ramp for the LUS program in the third quarter.
• Fourth-quarter start of volume deliveries for the $140 million combat engineering vehicles program.

Company guidance for Full year 2026 and third quarter of 2026: Full-year 2026: $525 – $550 million; third quarter of 2026: $140 – $155 million

From our read of the Second quarter of 2026 report.

What to watch

• Execution of the 222 MW TensorWave phase-one agreement and any exercise of its two expansion options.
• Timing of approximately 350 MW of first power under the Hillcore alliance within 24 months of notice to proceed.
• Progress toward about 200 megawatts of initial commercial power over the next six months.

From our read of the Second Quarter 2026 report.

We have no earlier read of this company.

What to watch

• Execution against more than 600 MW of data center capacity live and under contract for delivery by the end of 2027.
• Delivery of manufacturing capacity expected to increase more than 10x in 2026.
• Production timing for the AMD disaggregated inference solution in Q4 2026.

Company guidance for Third Quarter 2026 and Full Year 2026: Core revenue of approximately $214 to $216 million; Core revenue of $880 to $890 million

From our read of the Second Quarter 2026 report.

What to watch

• Commencement of the flight test phase with a Spaceship captive carry flight in October 2026.
• Start of rocket production in Q4 2026.
• Release of a new tranche of spaceflight expeditions at higher price points this fall.

From our read of the Second Quarter 2026 report.

What to watch

• Full Q3’26 results and an earnings call and webcast are expected on or about November 12, 2026.
• The Company plans to report the first accomplishments of its cost reduction plan in its Q3’26 report on November 12.
• Conversion of the approximately $216 million drone, defense and industrial pipeline into design wins, purchase orders and shipments.

From our read of the Q3’26 report.

What to watch

• Detailed SHASTA-3 and SHASTA-4 results scheduled for presentation on August 30, 2026.
• The anticipated plozasiran sNDA submission before the end of 2026 for a potential severe hypertriglyceridemia indication expansion.
• Completion of the YOSEMITE Phase 3 clinical trial anticipated in mid-2027.

From our read of the Fiscal 2026 third quarter report.

What to watch

• Full-year 2026 revenue of $900 million - $1 billion.
• Full-year 2026 Adjusted EBITDA positive.
• Execution on the three commercial GEO satellites contract and the multi-satellite program for which the Company received a $45.0 million authority to proceed.

Company guidance for Full-year 2026: $900 million - $1 billion

From our read of the Second quarter 2026 report.

What to watch

• Copper World DFS completion and the sanctioning decision targeted for later in 2026.
• The primary SAG mill repair completion and the expected ramp of total mill throughput to 50,000 tonnes per day in the second half of 2026.
• British Columbia cash cost improvement during the second half of 2026 toward the annual guidance range.

From our read of the Q2 2026 report.

What to watch

• Execution against the ARDP budget-period extension through March 2027 and the associated 50/50 cost share.
• TX-1 completion milestones and the planned start of support-building and interior build-out in the third quarter of 2026.
• Progress on the SGL Carbon manufacturing-capacity expansion, which under full execution would double European NBG-18 capacity by 2030 and support graphite billets for up to 8 new Xe-100 reactors per year.

From our read of the Second Quarter 2026 report.

What to watch

• Achievement of adjusted EBITDA breakeven in the fourth quarter of fiscal 2026.
• Delivery of fourth-quarter total revenue of approximately $123 million to $124 million.
• Sequential growth in both DSPS and NGS Applications in the fourth quarter.

Company guidance for fiscal 2026 and fourth quarter of fiscal 2026: For the full fiscal year 2026, total revenue in the range of $456 million to $457 million, growth of approximately 21% year over year. For the fourth quarter, total revenue of approximately $123 million to $124 million, growth of approximately 25% year over year at the midpoint.

From our read of the third quarter of fiscal 2026 report.

What to watch

• Execution against full-year 2026 total revenue guidance of between $215.0 million and $220.0 million.
• Execution against full-year 2026 non-GAAP Adjusted EBITDA guidance of between $30.0 million and $36.0 million.
• Backlog conversion from $292.2 million as of June 30, 2026.

Company guidance for Full Year 2026: between $215.0 million and $220.0 million

From our read of the Second Quarter 2026 report.

What to watch

• Execution of the Korea production scale-up to 1 million NDAA-compliant cells a year and the start of full-capacity production in Q4 this year.
• Whether NDAA-compliant cell revenue begins contributing meaningfully in Q4 this year and accelerates in the first half of next year.
• Revenue growth from ESS and Edge Box distribution following UZ Energy's closed-loop compatibility certification with Sol-Ark.

Company guidance for Full-year 2026: $30 million to $35 million

From our read of the Q2 2026 report.

We have no earlier read of this company.

What to watch

• Production expected from September 2026 as the company intends to process an additional 200 tonnes per day.
• Completion of the elution plant upgrade later in 2026 and management's expectation for stronger second-half production.
• The maiden Motapa mineral resource estimate expected in Q3 2026.

From our read of the Q2 2026 report.

We have no earlier read of this company.

We have no earlier read of this company.

What to watch

• Recovery of a portion of subcontracted labor and equipment rental costs in the second half of 2026 as project deployment schedules progress.
• Execution against the full-year revenue range of $880 million to $900 million and adjusted EBITDA margin of 16% to 18%.
• Completion of the Allied acquisition, expected in early October, and its integration into the Atlanta market.

Company guidance for full year 2026: $880 million to $900 million

From our read of the Second quarter 2026 report.

What to watch

• Complete third-quarter financial results and additional business updates expected to be discussed on November 12, 2026.
• DefenCath fee-for-service utilization and realized pricing.
• CMS application of utilization data in calculating quarterly 2027 Add-on adjustments.

Company guidance for full-year 2026: between $325 million and $345 million

From our read of the third quarter 2026 report.

What to watch

• Findings from the third-party product assessment and the company's root-cause investigation.
• The total financial impact of product, retailer, and recall-related costs.
• Any insurance recovery or applicable manufacturing-partner coverage.

From our read of the Q3 report.

What to watch

• Integration of Kodiak and the TopBuild acquisition completed on July 1.
• Progress toward management's plan to more than double EBITDA by 2030.
• Progress toward the target of $50 billion in annual revenue within the decade through accretive acquisitions and organic growth.

From our read of the Second Quarter 2026 report.

We have no earlier read of this company.

We have no earlier read of this company.

We have no earlier read of this company.

What to watch

• Delivery of Alabama Phase 1, representing 15 MW of IT load, in December 2026.
• Delivery of Alabama Phase 2, representing an additional 25 MW, in March 2027.
• Whether Q3 2026 revenue increases significantly compared with Q2 2026, as expected by the Company.

Company guidance for 2027 / Q3 2027: approximately $250 million to $300 million annualized revenue run-rate by Q3 2027

From our read of the Second quarter 2026 report.

We have no earlier read of this company.

We have no earlier read of this company.

What to watch

• Execution against Fiscal 2026 Profit Attributable to Owners of Parent guidance of ¥1,400,000 million.
• The sustainability of Net Trading Income of ¥276.6 billion and GMC gross profits of ¥314,498 million.
• General and Administrative Expenses following ¥505,969 million in the first quarter.

From our read of the First Quarter of Fiscal 2026 report.

What to watch

• Completion of the definitive capital estimate targeted by the end of Q3 2026.
• The balance of structural steel, which is expected in Q3 2026.
• Energization targeted in Q4 2026.

From our read of the Q2 2026 report.

What to watch

• Execution against the unchanged fiscal year ending March 31, 2027 forecast for profit attributable to owners of parent of ¥ 1,700,000 million.
• The impact of the planned two-for-one stock split, with a record date of September 30, 2026, and the resolved repurchase of own shares.
• General and administrative expenses, reported at ¥ 712,197 million for the three months ended June 30, 2026.

From our read of the three months ended June 30, 2026 (fiscal 2026) report.

What to watch

• Additional CLN-978 multi-dose regimen data in RA in Q3 2026.
• CLN-978 SLE multi-dose data, CLN-978 Sjögren’s disease initial data, velinotamig multi-dose data and a CLN-049 dose-escalation update in Q4 2026.
• Initiation of the potentially registrational CLN-049 Phase 2 study in relapsed/refractory AML in Q3 2026.

From our read of the second quarter 2026 report.

What to watch

• Third-quarter vehicle deliveries of between 115,000 and 121,000.
• Third-quarter total revenues of between RMB21.7 billion and RMB23.4 billion.
• The contribution from technical R&D services and parts and accessories sales to services and others revenue and margin.

Company guidance for third quarter of 2026: between RMB21.7 billion and RMB23.4 billion, representing a year-over-year increase of approximately 6.47% to 14.81%, and a quarter-over-quarter increase of approximately 9.91% to 18.52%

From our read of the Q2 2026 report.

What to watch

• Execution toward the reaffirmed full-year target revenue in the range of $150 million and $180 million.
• Whether scale, production efficiencies and product portfolio diversification continue to support gross-margin improvement.
• Delivery and production progress for Black Widow, Hellcat and the Variant 7 USV.

Company guidance for full year: in the range of $150 million and $180 million

From our read of the Second Quarter 2026 report.

What to watch

• Whether GPU Cloud growth continues after revenue increased 283% year over year and AI Cloud Infra revenue declined 17% quarter over quarter.
• The trajectory of online marketing services after a 19% year-over-year revenue decline.
• The pace of capital expenditures and free cash flow following RMB (11,390) million of capital expenditures.

From our read of the Q2 2026 report.

What to watch

• The pace of TPV recovery and whether Payments revenue recovers following the 4.7% year-over-year decline.
• Banking revenue growth, credit product mix and the performance of working capital loans, which increased 203.6% year-over-year.
• Credit quality as unsecured products represent 24.3% of the Credit Portfolio and NPL 90+ was 3.4%.

From our read of the Q2 2026 report.

What to watch

• Closing of the proposed GeoPura acquisition later in the year and the realization of its anticipated strategic, operational and financial benefits.
• Execution against the $65 - $75 million Total Operating Expense guidance range and $5 - $10 million Capital Expenditure guidance range.
• Revenue conversion from the $156.6 million Order Backlog and $74.4 million 12-month Orderbook.

From our read of the Q2 2026 report.

What to watch

• Delivery of the reiterated target of 30 logical qubits in 2026.
• Remittance of the $27.4 million in payroll taxes in Q3.
• Progress toward definitive agreements and government approvals for the proposed Department of Commerce funding.

Company guidance for full-year 2026: approximately $43 million

From our read of the Second Quarter 2026 report.

We have no earlier read of this company.

What to watch

• Progress toward substantial completion of the Construction Management project during the second quarter of fiscal 2027.
• The timing and potential resolution of claims related to the Construction Management project.
• Delivery against fiscal 2026 free cash flow guidance of approximately $300 million.

Company guidance for fiscal 2026: Total NSR 1 of between $7.30 and $7.35 billion

From our read of the third quarter fiscal 2026 report.

We have no earlier read of this company.

What to watch

• Whether the reported 72% year-over-year growth in new Omni One orders converts into accelerating revenue growth.
• Delivery of the U.S. Marine Corps Infantry Fireteam Trainer pilot system to Quantico, VA, expected in the fourth calendar quarter of 2026.
• Results of the U.S. Marine Corps evaluation of LeadTech's Counter-UAS Personnel Trainer and potential AFWERX SBIR Phase II and Phase III funding.

From our read of the First quarter fiscal year 2027 report.

What to watch

• Execution against the fiscal 2026 Beef adjusted operating-loss outlook of $(650) million to $(500) million.
• Chicken segment operating income, as adjusted, outlook of $1.90 billion to $2.05 billion and Prepared Foods outlook of $1.3 billion to $1.35 billion.
• Delivery against total company adjusted operating income outlook of $2.1 billion to $2.3 billion.

Company guidance for fiscal 2026: sales to be up 2.5% to 3.5% in fiscal 2026 as compared to fiscal 2025

From our read of the Third Quarter 2026 report.

We have no earlier read of this company.

We have no earlier read of this company.

What to watch

• Fourth-quarter cash inflow, which the Company expects to be driven primarily by Collegiate Hospitality and Sports & Entertainment.
• Whether AOI growth and margin expansion accelerate in the fourth quarter as management expects.
• Further site awards and the early profitability contribution from Aramark Nexus.

Company guidance for Fiscal 2026: Organic Revenue growth of +9% to +10%

From our read of the Third quarter fiscal 2026 report.

We have no earlier read of this company.

What to watch

• Revenue performance following the fourth-quarter 3% year-over-year decline.
• Supplier agreements and scaling of the Touchless Merchandising offering with SPAR Group.
• Traceability demand as the government traceability deadline approaches.

From our read of the fourth fiscal quarter and full year ended June 30, 2026 report.

What to watch

• Membership services revenue, which was RMB4.01 billion and decreased 2% year over year.
• Online advertising services revenue, which was RMB1.25 billion and decreased 2% year over year.
• Whether content distribution revenue growth, which was 56% year over year in the quarter, continues.

From our read of the Q2 2026 report.

What to watch

• Shipments of substantial numbers of production units for qualification in the remaining quarters of 2026.
• Additional Company announcements and updates in September.
• Execution of the Lumilens joint development program and the initial purchase order valued at $50 million.

From our read of the Q2 2026 report.

What to watch

• Whether productivity per connected store continues to support existing-home transaction-service growth as store and active-agent counts decline.
• The pace of revenue recovery in home renovation and furnishing following the optimization of customer-acquisition channels and moderation of non-brokerage channels.
• The effect of Carefree Rent's increasing mix of offerings recognized under the net service-fee method on reported home-rental revenue and contribution margin.

From our read of the Q2 2026 report.

What to watch

• Delivery against raised full-year Group revenue growth guidance of 4%-8%.
• Delivery against HWC revenue growth guidance of 7%-11%, excluding DH, and M&F revenue growth guidance of 16%-20%.
• Progress toward full-year gross opening guidance of 2,200 -2,300 hotels.

Company guidance for full year of 2026: Group revenue growth in the range of 4%-8% compared to the full year of 2025

From our read of the Q2 2026 report.

What to watch

• Execution of the Vera Rubin platform ramp into full production across announced cloud and infrastructure partners.
• Whether third-quarter revenue reaches the $108.0 billion, plus or minus 2%, outlook without assumed Data Center compute revenue from China.
• Third-quarter gross margin relative to the 74.0%, plus or minus 50 basis points, GAAP and non-GAAP outlook.

Company guidance for Third quarter fiscal 2027: $108.0 billion, plus or minus 2%

From our read of the Second Quarter Fiscal 2027 report.

What to watch

• Q4 total segment operating income guidance of approximately $4.9 billion, including the impact of the 53rd week.
• Whether Asia parks softness continues in fiscal Q4 as expected.
• The sustainability of double-digit Entertainment SVOD operating margin for full-year fiscal 2026, excluding the impact of the 53rd week.

From our read of the Q3 fiscal 2026 report.

We have no earlier read of this company.

What to watch

• Conversion of the $32.0 billion order backlog into revenue and earnings growth.
• Execution and capital investments in production infrastructure intended to increase capacity and support delivery at scale.
• Demand from the Israel Ministry of Defense, which the Company said had experienced a continued material increase compared with levels prior to the war.

From our read of the Q2 2026 report.

What to watch

• Whether comparable sales remain within the fiscal 2026 guidance range of approximately flat to 2.0%.
• Whether transaction trends improve from the second-quarter comparable customer-transactions decline of (1.0)%.
• The persistence of average-ticket growth, which was 2.8% in the second quarter.

Company guidance for Fiscal 2026: Total sales growth of approximately 2.5% to 4.5%

From our read of the Second Quarter Fiscal 2026 report.

What to watch

• Whether net service revenue growth of 6.8%, including marketplace and marketing revenue growth of 8.3% and logistics and other service revenue growth of 5.9%, continues to offset product-revenue pressure.
• JD Retail profitability after its operating margin reached 4.6% during the peak promotional season.
• The pace of loss reduction at JD Food Delivery and the development of Joybuy and Jingxi.

From our read of the Q2 2026 report.

What to watch

• Execution of major payment-platform integrations, including J.P. Morgan Payments, and the associated merchant and volume contribution.
• German retail-volume trends, which informed the more measured full-year GMV outlook.
• The H2 fair-value classification and measurement of new U.S. and German Fair Financing originations.

Company guidance for Full year 2026 and Q3'26: Full year 2026: $4.08 billion – $4.16 billion. Q3'26: $940 million – $980 million.

From our read of the Q2 2026 report.

What to watch

• Lithium prices during the third quarter, which SQM expects to remain relatively stable based on current market conditions.
• Progress on converting the lithium hydroxide plant into a dual-purpose carbonate or hydroxide facility, expected to be completed by mid-2027.
• Required approvals and capital deployment for the Salar Futuro project.

From our read of the H1 2026 report.

What to watch

• Fourth-quarter organic Net sales are expected to be flat to down low single digits year-over-year.
• Fourth-quarter Adjusted Earnings per share guidance is $1.25 to $1.35.
• The effect of productivity initiatives, supply chain optimization, and actions intended to strengthen profitability.

Company guidance for Fiscal year 2026: organic Net sales to be down low single digits

From our read of the Third fiscal quarter 2026 report.

What to watch

• Core Products sold 96% of Capacity PCDs for the 2026 season as of August 9, 2026.
• Core Products sold 53% of Capacity PCDs for the 2027 season as of August 9, 2026.
• The Company took delivery of the Viking Mira and four river vessels since its first-quarter 2026 earnings release.

From our read of the Q2 2026 report.

What to watch

• Third-quarter 2026 reported revenue growth guidance of 18 – 20% and adjusted diluted EPS guidance of $0.31 – $0.33.
• The durability of gross-margin and operating-margin performance excluding the 390 basis point benefit from net tariff refunds.
• Technical Apparel omni-comp growth of 17%, Outdoor Performance omni-comp growth of 28%, and Ball & Racquet omni-comp growth of 22%.

Company guidance for Full-year 2026 and third quarter 2026: Full-year 2026 reported revenue growth: approximately 24%, which assumes a 200 – 250 basis point currency benefit at current exchange rates; third quarter 2026 reported revenue growth: 18 – 20%, which assumes an approximately 50 basis point currency benefit at current exchange rates

From our read of the Q2 2026 report.

We have no earlier read of this company.

What to watch

• Execution against fourth-quarter total revenue guidance of $362 million to $392 million and licensing revenue guidance of $335 million to $365 million.
• Progress toward full-year total revenue guidance of $1.41 billion to $1.44 billion and licensing revenue guidance of $1.31 billion to $1.34 billion.
• Delivery of anticipated fourth-quarter gross margins of approximately 88% on a GAAP basis and approximately 90% on a non-GAAP basis.

Company guidance for fourth quarter and full year of fiscal 2026: Fourth quarter of fiscal 2026: $362 million to $392 million. Full year of fiscal 2026: $1.41 billion to $1.44 billion.

From our read of the third quarter of fiscal 2026 report.

What to watch

• Whether international regulatory approvals advance and improve retina performance through the Pascal platform.
• The duration and resolution of commercial disruptions in the Middle East and reduced sell through in China.
• Cyclo G6 probe demand and the contrast between probe volume growth and lower Cyclo G6 Glaucoma Laser Systems unit sales.

Company guidance for Full year 2026: between $51 million and $53 million

From our read of the Second quarter 2026 report.

What to watch

• Delivery of FY27 Net Sales growth of +MSD% to +HSD% and Adjusted EBITDA margin at around 2% to 3%.
• Whether NAP & MRP delivers its guided 100 to 200 basis point Adjusted EBITDA margin expansion compared with full FY26.
• Whether YOOX can maintain mid-single-digit Net Sales growth while reducing its negative Adjusted EBITDA margin toward the negative mid-single-digit range.

Company guidance for FY27, full fiscal year ending June 30, 2027: +MSD% to +HSD%

From our read of the FY26 report.

We have no earlier read of this company.

What to watch

• The realization of the estimated more benefit in coming quarters of about US$4.1 million from tariff refunds.
• Selling and distribution expense as a percentage of revenue, including depreciation and amortization and rental, promotion and advertising, licensing, and payroll expenses.
• Chinese mainland mid-single digit SSSG and overseas same-store GMV.

From our read of the 26H1 report.

What to watch

• Membership services growth and continued SVIP membership expansion.
• The contribution from Ximalaya following its May 18, 2026 acquisition and progress on backend integration for operational efficiency gains.
• Growth in offline performance related services, concert-related revenue and artist merchandise sales.

From our read of the Q2 2026 report.

What to watch

• The strategic update planned for the November earnings call.
• Execution against revised Fiscal 2026 Pro Forma Adjusted EBITDA guidance of $90-$100 million.
• Progress toward Fiscal 2026 ending cash, cash equivalents and restricted cash of at least $200 million.

From our read of the Q3 fiscal 2026 report.

What to watch

• Whether solid Wholesale backlog entering the second quarter converts into delivered sales after uneven order patterns in the first quarter.
• Sustainability of Retail written same-store sales growth, conversion rates, design sales, and average ticket.
• Progress on company-owned store expansion, acquisitions of independent dealers, and the agreement to acquire two additional independent La-Z-Boy Stores.

Company guidance for Fiscal 2027 Second Quarter: $500-$520 million

From our read of the Fiscal 2027 First Quarter report.

What to watch

• Execution against Q3 2026 total revenue guidance of $80.5 million to $82.5 million and non-GAAP operating profit guidance of $7.5 million to $9.5 million.
• Execution against FY 2026 total revenue guidance of $314.0 million to $318.0 million and non-GAAP operating profit guidance of $24.0 million to $26.0 million.
• Conversion of the approximately $60 million in total contract value from three multi-year enterprise contracts and the expanding AI-related opportunity pipeline.

Company guidance for FY 2026 and Q3 2026: FY 2026: $314.0 million and $318.0 million; Q3 2026: $80.5 million and $82.5 million

From our read of the Q2 2026 report.

What to watch

• Advertising demand trends in handset and online game sectors.
• Advertising revenue from internet service, automobile, and Alibaba.
• The recurrence of one-off ticket proceeds from off-line activities within VAS revenue.

From our read of the Q2 2026 report.

We have no earlier read of this company.

What to watch

• Fiscal first quarter 2027 Next-Generation Security ARR guidance of $9.54 billion to $9.56 billion.
• Fiscal first quarter 2027 remaining performance obligations guidance of $20.8 billion to $20.9 billion.
• Fiscal year 2027 revenue guidance of $14.10 billion to $14.20 billion.

Company guidance for fiscal first quarter 2027 and fiscal year 2027: Fiscal first quarter 2027: $3.300 billion to $3.310 billion, representing year-over-year growth of 33% to 34%. Fiscal year 2027: $14.10 billion to $14.20 billion, representing year-over-year growth of 23% to 24%.

From our read of the fiscal fourth quarter and fiscal year 2026 report.

We have no earlier read of this company.

We have no earlier read of this company.

What to watch

• Q3 2026 GMV guidance of $1,995 - $2,045 million, revenue guidance of $308.5 - $315.5 million, and Adjusted EBITDA guidance of $58.5 - $62.5 million.
• Passport's expected Q3 2026 contribution of ~$20 million of GMV, $24-26 million of revenue, and under $1 million of Adjusted EBITDA.
• FY 2026 GMV guidance of $8,810 - $9,110 million, revenue guidance of $1,305 - $1,355 million, and Adjusted EBITDA guidance of $278 - $300 million.

Company guidance for Q3 2026 and FY 2026: Q3 2026: $308.5 - $315.5 million; FY 2026: $1,305 - $1,355 million; Previous FY 2026: $1,220 - $1,280 million

From our read of the Q2 2026 report.

What to watch

• Whether Pro, home services and online sales continue to offset persistent DIY macro pressures.
• Comparable sales performance against the fiscal 2026 outlook for flat sales compared with the prior year.
• Execution of the Total Home strategy and investments intended to drive growth and profitability.

Company guidance for Fiscal year 2026: Total sales of $92.0 billion

From our read of the Second quarter of fiscal 2026 report.

What to watch

• Execution against Q3FY27 revenue guidance of $1.325B to $1.335B and non-GAAP operating income guidance of $265M to $275M.
• Progress converting the second top-five hyperscale design win and AI and hyperscale momentum into revenue.
• Product revenue growth relative to subscription services revenue growth and the development of subscription ARR and RPO.

Company guidance for Q3FY27 and FY27: Q3FY27: $1.325B to $1.335B; FY27: $5.03B to $5.07B

From our read of the Second quarter fiscal 2027 report.

What to watch

• Subscription, services & other revenue (non-IFRS) guidance of $225.0 million to $245.0 million for full year 2026.
• Adjusted operating expenses (non-IFRS) guidance of $225.0 million to $230.0 million for full year 2026.
• Finance expense guidance of $52.0 million to $60.0 million for full year 2026.

Company guidance for full year 2026: Subscription, services & other revenue (non-IFRS) of $225.0 million to $245.0 million

From our read of the Q2 2026 report.

What to watch

• Collection of approximately $31.5 million in net sale proceeds expected in the third quarter of 2026 from vessel sales.
• Delivery of two newbuilding vessels expected in the third quarter of 2026 and three expected in the fourth quarter of 2026.
• Completion of the Japanese Operating Lease with Call Option for the newbuilding Star Kyra, which remains subject to customary definitive documentation.

From our read of the Q2 2026 report.

What to watch

• Whether Marmaxx improvement at the start of the third quarter sustains after its +1% second-quarter comparable sales increase.
• Third-quarter consolidated comparable sales versus the planned up 2% to 3% range.
• Third-quarter adjusted pretax profit margin versus the planned 12.3% to 12.4% range.

From our read of the Second Quarter Fiscal 2027 report.

What to watch

• Achievement of full-year 2026 Adjusted EBITDA guidance between $2.0 billion and $2.4 billion and Adjusted EBIT guidance between $700 million and $1.1 billion.
• Whether the anticipated stronger performance during the remainder of 2026 supports a Board decision to declare a dividend based on third-quarter results.
• Freight-rate and carried-volume trends, particularly in the Pacific trade zone.

From our read of the Q2 2026 report.

What to watch

• Final fiscal 4Q 2026 and fiscal-year results in the Annual Report on Form 10-K.
• Whether North America Solutions average rig count reaches the high end of prior fiscal 4Q 2026 guidance.
• The extent to which Latin America growth offsets Middle East activity reductions in International Solutions.

From our read of the fiscal 4Q 2026 report.

We have no earlier read of this company.

What to watch

• Progress of FLNG Hilli modifications in Singapore and commencement of its 20-year Argentina contract in H2 2027.
• FLNG Esperanza conversion milestones through completion in Q4 2027 and Argentina start-up in H2 2028.
• Closing of pipeline financing expected in Q3 2026 and further SESA LNG offtake sales.

From our read of the H1 2026 report.

What to watch

• Progress toward more than 3,500 Robotaxi vehicles by year end.
• Whether the company exceeds its undisclosed full-year Robotaxi services revenues target.
• Revenue contribution from the joint deployment model in China and overseas.

From our read of the Q2 2026 report.

What to watch

• Delivery against full year 2026 revenue guidance of $220 million to 230 million.
• Progress toward full year 2027 revenue guidance of more than $400 million.
• Whether consolidated Adjusted Free Cash Flow remains positive after the first positive month reported in July.

Company guidance for full year 2026 and full year 2027: full year 2026 revenue guidance of $220 million to 230 million; full year 2027 revenue guidance of more than $400 million

From our read of the Q2 2026 report.

What to watch

• Fourth-quarter enrollment trends and high school starts in Auto and Diesel.
• Student engagement and conversion of prospective students who expressed interest.
• Performance of newer campuses, capacity expansions and recently launched programs.

Company guidance for FY 2026: $893 - 900

From our read of the fiscal 2026 third quarter report.

What to watch

• Q3 fleet coverage of 80% at USD 30,716 per day as of 17 August 2026.
• The 53% coverage of H2 2026 earning days at an average rate of USD 28,917 per day.
• Expected Q3 drydock off-hire of 225 days.

From our read of the H1 2026 report.

What to watch

• Third-quarter GMV growth against the projected range of 15% to 25% year-over-year, adjusted for perimeter effects.
• Progress toward Adjusted EBITDA breakeven and positive cash flow in the fourth quarter of 2026.
• Persistence of supply volatility in phones and electronics into early third quarter 2026.

From our read of the Q2 2026 report.

We have no earlier read of this company.

We have no earlier read of this company.

What to watch

• Third-quarter comparable store sales guidance of 6% to 7% and fourth-quarter guidance of 4% to 5%.
• Third-quarter EPS guidance of $1.75 to $1.83 and fourth-quarter EPS guidance of $2.17 to $2.26.
• Whether operating-margin performance continues after the second-quarter IEEPA tariff refund benefit.

From our read of the Second quarter of fiscal 2026 report.

What to watch

• Whether elevated equity and options activity persists following the updated active trader functionality and the June 4 elimination of the Pattern Day Trader Rule.
• The progression of customer assets, net deposits, funded accounts, and DARTs.
• The durability of adjusted operating margin, reported at 31.5%, as the company invests in products, international expansion, AI, and institutional offerings.

From our read of the Q2 2026 report.

What to watch

• Whether fourth-quarter revenue falls within the guided range of $1.930 billion to $1.950 billion.
• Whether fourth-quarter non-GAAP earnings per share reaches the guided range of $3.34 to $3.40.
• Commercial Communications growth after 56% growth in the third quarter.

Company guidance for Fourth fiscal quarter of 2026: $1.930 billion to $1.950 billion

From our read of the Third fiscal quarter 2026 report.

What to watch

• Second quarter total revenue guidance of between $486 million and $487 million.
• Second quarter sales-led subscription revenue guidance of between $407.5 million and $408.5 million.
• Second quarter GAAP operating margin expected to be positive and non-GAAP operating margin expected to be approximately 19.0%.

Company guidance for Second quarter of fiscal 2027 (ending October 31, 2026) and fiscal 2027 (ending April 30, 2027): Second quarter of fiscal 2027: between $486 million and $487 million. Fiscal 2027: between $1.998 billion and $2.010 billion.

From our read of the First quarter fiscal 2027 report.

What to watch

• Final fiscal 2026 financial results for the fiscal quarter and year ended September 30, 2026.
• Integration and realization of expected economic benefits from fiscal 2026 acquisitions and the three strategic acquisitions completed in fiscal 2027.
• The pace at which increased diesel fuel costs are incorporated into project pricing through the Company's cost pass-through operating model.

Company guidance for Fiscal year 2027: $4.175 billion to $4.275 billion

From our read of the Fiscal year 2026 preliminary results report.

What to watch

• Trading activity in U.S. stocks, where volume rose 67.2% sequentially to HK$5.02 trillion.
• The active Hong Kong IPO market and its effect on leverage utilization and IPO financing service income.
• The pace and monetization of new funded-account cohorts in Malaysia, Hong Kong, and Singapore.

From our read of the Q2 2026 report.

What to watch

• Whether Direct - U.S. and Canada can sustain growth following its 3.0% second-quarter increase and management's reported first direct net sales growth since 2021.
• Whether sequential improvement in Body Care, stronger AUR from new-product innovation and improved brand discoverability translate into a better sales trajectory.
• The magnitude of the planned third-quarter sales decline of between 5% to 2.5% and delivery against third-quarter adjusted EPS guidance of $0.07 to $0.12.

Company guidance for Third Quarter 2026 and Full-Year 2026: Third quarter 2026 net sales to decline between 5% to 2.5% compared to $1,594 million in the third quarter of 2025; full-year 2026 net sales to decline between 4% to 2.5% compared to $7,291 million in fiscal 2025.

From our read of the Second Quarter 2026 report.

We have no earlier read of this company.

What to watch

• Delivery of the high end of 150-200 Basis Points Full-Year Margin Expansion Guidance.
• Delivery of the 50-60% Operating Cash Flow Conversion Target for FY2026.
• Recorded Music subscription streaming growth and the effect of improved terms with DSP partners.

From our read of the fiscal third quarter report.

What to watch

• Old Navy's targeted actions and whether they improve traffic and women's seasonal-assortment performance.
• Whether Gap sustains comparable-sales growth in the high-single to low double-digit range expected for fiscal 2026.
• Athleta's progress in rebuilding the brand profitably.

Company guidance for Full Year Fiscal 2026 and Third Quarter Fiscal 2026: Full Year Fiscal 2026 net sales: Up 1% to 1.5% year-over-year; Third Quarter Fiscal 2026 net sales: Up 1.5% to 2.5% year-over-year.

From our read of the Second Quarter Fiscal 2026 report.

We have no earlier read of this company.

What to watch

• Execution against the third-quarter 2026 revenue range of $607 million to $615 million and the 13.5% to 14.5% Non-IFRS Adjusted Profit from Operations Margin range.
• Glob.AI ARR progression toward management's expectation of no less than $110 million exiting 2026.
• Adoption of AI Pods and Glob.AI, which management characterized as higher-margin offerings.

Company guidance for Third quarter 2026 and fiscal year 2026: Third quarter 2026: $607 million to $615 million, representing a 1.6% to 0.3% year-over-year decline. Fiscal year 2026: $2,428 million to $2,462 million, implying a 1.1% year-over-year decline to 0.3% year-over-year revenue growth.

From our read of the Q2 2026 report.

We have no earlier read of this company.

We have no earlier read of this company.

We have no earlier read of this company.

What to watch

• Fiscal year 2026 Adjusted EBITDA (non-GAAP) outlook of $1,560-$1,570 million.
• Post Consumer Brands pet food volumes, which declined 7.8%, and cereal and granola volumes, which declined 5.5%, excluding the benefit of 8th Avenue.
• Foodservice performance following the lapping of avian influenza pricing in the prior year period.

From our read of the Third Quarter of Fiscal Year 2026 report.

We have no earlier read of this company.

What to watch

• Execution of pricing actions intended to mitigate increased finished lubricant costs.
• System-wide SSS performance against the updated fiscal 2026 outlook of 7.5% - 8%.
• Network expansion toward the fiscal 2026 outlook for system-wide store additions.

Company guidance for fiscal 2026: $2.05 - $2.1 billion

From our read of the third quarter fiscal 2026 report.

We have no earlier read of this company.