Q4 Results 29th May Live: Asian Paints, IndiGo, NMDC, Glenmark Pharma, Ipca Lab, IREDA, Gujarat Gas, Natco Pharma, Inox Wind, Rubicon Research, BEML, NMDC Steel, JM Financial, Triveni Engg to announce

ESAB (NYSE:ESAB) reported Q2 CY2026 revenue of $807.6 million, up 12.9% year over year, exceeding Wall Street estimates by 2.6%. Non-GAAP EPS was $1.33, down from $1.36 a year earlier and 3% below consensus. Operating margin fell to 9.7% from the prior year. Analysts expect full-year EPS to rise from $5.31 to $6.08.

ESAB Corp (ESAB) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 q22026earningspressrelease.htm EX-99.1 Document ESAB Corporation Announces Second Quarter 2026 Results • Record total sales increased 12.9%, with core organic sales up 2.5% • Core organic growth in both segments • Closed Eddyfi ahead of schedule • Updating 2026 outlook

Janus Living (NYSE:JAN) reported sequential same-store NOI margin down 40 bps, citing seasonality. Occupancy rose for independent living but fell for skilled nursing. The company acquired two communities for $105M, sold one for $23M, and completed $1B more acquisitions post-quarter. It raised 2026 FFO guidance to $0.95-$0.98 and same-store adjusted NOI growth to 13%-17%.

Joby Aviation (NYSE:JOBY) raised full-year revenue guidance to $115 million to $125 million from $105 million to $115 million. Q2 cash use was about $202 million and GAAP net loss was $245 million, including a $108 million non-cash warrant and earn-out fair value change. For 2H 2026, it expects $385 million to $415 million cash use. The company said aircraft availability is a key constraint on Blade routes and outlined manufacturing, infrastructure, and JV plans with Toyota.

James Hardie (NYSE:JHX) said about one-third of fiber-cement growth came from strategic initiatives, one-third from prior-year destocking comparisons, and the rest from price and mix. June sell-through rose 19%. Deck, Rail & Accessories sales fell 5% to $305.1M with 27.1% Adjusted EBITDA margin. Q2 net sales forecast $1.485B-$1.575B and FY2027 outlook raised; FCF Q1 was $254M and it redeemed $400M notes.

ORIX (NYSE: IX) discussed Q1 results and outlook on an earnings call, including potential Q3 Kioxia sale and valuation losses tied to Kioxia’s end-September share price. ORIX shifted its dividend basis to adjusted profits, targeting an interim dividend of JPY 107.27 per share and full-year JPY 187.36. It reported JPY 115.7B capital gains and about JPY 300B capital-recycling inflows, and continued a JPY 250B buyback.