Okeanis Eco Tankers Q2 Earnings Call Highlights

Eco (Atlantic) Oil & Gas reported progress on its Atlantic Margin exploration portfolio. In April, it agreed to farm down 60% of offshore Namibia interests (PEL 97/99/100) to bp, retaining 25% and expecting bp to fund seismic work. It also seeks to farm down 37.5% in South Africa Block 1 CBK to Navitas and awaits environmental approvals for South Africa drilling, with $11.5m expected after permitting. In Guyana, licensing for Orinduik is expected in Q3 2026; it plans to acquire JHI Associates to

The article says the IRGC assessed a U.S.-Iran war risk as “low,” which it says contributed to a drop in crude oil prices. Louis Navellier says energy and tanker stocks remain attractive, citing strong forecast sales/earnings and longer routes and Strait of Hormuz bottlenecks. It also notes Elbit Systems Q1 revenue rose 15.5% to $2.189B, beating expectations, and Micron’s UBS price target was raised to $1,625.

AMD reported data center revenue more than doubling YoY, with adjusted EBITDA of $3.32B and a 28.7% margin versus a $2.88B forecast. Client and gaming revenue totaled $3.8B, with client up 23% and gaming down 31%. Operating margin rose to 17.3% from -1.7%. AMD also outlined data center capacity partnerships with Core Scientific, Anthropic, and Cerebras.

Horace Mann (NYSE:HMN) reported Q2 call highlights. Management said auto frequency and severity trends were favorable and liability losses mid-single digits. It cut its full-year catastrophe-loss assumption to about $75M from $90M, while lowering total net investment income outlook to $465M-$475M. Revenue rose 8% YoY; life sales +20%.

US Foods (NYSE:USFD) said July trends matched Q2, with the restaurant market described as pressured but stable. It launched a new seller compensation plan in June and expanded Pronto delivery to 52 markets, with Pronto Next Day in 35 and eight more planned. Pronto sales guidance rises to about $1.3B in 2026 and $1.7B in 2027. FY2026 guidance was reaffirmed; Q2 buybacks were $374M.

UL Solutions (NYSE:ULS) reported Q2 consumer revenue of $362M, up 6.5% (6.2% organic), with adjusted EBITDA rising 24.2% to $77M and margin up 310 bps to 21.3%. Risk and compliance revenue fell 17.5% to $52M after an April 1 EHS software divestiture. Operating cash flow and free cash flow for TTM were $678M and $436M. Guidance for 2026 was reaffirmed.