Clarifo Research

JPMorgan Q3 2026: Buybacks slowed to July only as new $50 billion program began

JPMorgan Q3 2026 buybacks slowed sharply to July only, while revenue and net income rose year over year.

BioMarin Q3 2026: Amicus lifts revenue past $1B but financing costs widen the loss

BioMarin Q3 2026 revenue rose 32% above $1B on Amicus products, but higher debt, amortization and IPR&D widened losses.

Atlantic Union Q3 2026: profit up 48% as merger costs lapse, margin slipped from the prior quarter

Atlantic Union Q3 2026 profit rose 48% as merger costs faded, but net interest margin slipped and credit trends were mixed.

Absolent Q3 2026: Profit up 22% on thin organic growth and lower central costs

Absolent Q3 2026: net income rose 22% on modest sales growth, helped by lower costs and interest expense despite weaker margins.

Generac Q3 2026: Data center-led record sales lift operating margin to 12.4%

Generac Q3 2026 revenue hit a record on data center-led C&I growth, lifting operating margin to 12.4% and boosting full-year guidance.

Encompass Health Q3 2026: profit outgrew revenue and full-year guidance rose

Encompass Health Q3 2026: revenue and profits rose, cash flow improved, and full-year guidance was raised.

Invesco Q3 2026: Operating income up 61%, but a year-earlier tax benefit left EPS flat

Invesco Q3 2026 earnings: revenue up 14.2%, operating income up 61%, EPS flat, as QQQ conversion boosted fees and margins.

AbbVie Q3 2026: Immunology lifts revenue 10.3% and GAAP EPS rebounds to $2.37

AbbVie Q3 2026: revenue rose 10.3%, GAAP EPS rebounded to $2.37, led by Skyrizi and Rinvoq; guidance increased to $13.95-$13.99

Ally Q3 2026: Profit rose 8.8% as Corporate and Other offset weaker Auto Finance

Ally Q3 2026 profit rose 8.8% as Corporate and Other offset weaker Auto Finance, while revenue and pre-tax income increased.

Goldman Sachs Q3 2026: Equities and a smaller share count lift EPS 38.9%

Goldman Sachs Q3 2026: revenue rose 23% on equities and banking, while EPS jumped 38.9% on a lower share count and lighter litigation costs.

CNA Q3 2026: LTC reserve charge and thinner P&C margins halve earnings

CNA Q3 2026 earnings fell 51% as a long-term care reserve charge and weaker P&C margins weighed on results.

Loews Q3 2026: CNA reserve charge cut net income 39.3% on 1.9% higher revenue

Loews Q3 2026 revenue rose 1.9%, but CNA reserve charge cut net income 39.3% to $306 million and weakened margins.

FTAI Aviation Q3 2026: Aerospace Products drives 46.6% revenue growth as leasing shrinks

Nextpower Q2 FY27: revenue up 22.5%, margins slipped, full-year outlook raised

Nextpower Q2 FY27 revenue rose 22.5% to $1.11B, margins slipped, and full-year revenue guidance was raised to $4.2B-$4.45B.

Reddit fiscal Q3 2026: revenue, profit and cash flow surge

Reddit’s fiscal Q3 2026 revenue jumped 53% to $895M, with net income, cash flow and user metrics also surging.

Southern First Q3 2026: net interest income lifts profit 41%, fee income falls

Southern First Q3 2026 profit jumps 41% as net interest income rises and margin expands, offset by weaker fee income.

Capital City Bank Group Q3 2026: margin and credit lifted profit as fees fell

Capital City Bank Group Q3 2026: net profit rose 6.2% on stronger margins and credit benefits, despite lower fees and shrinking loans.

Mercantile Q3 2026: Net revenue up 17%, but a bigger share count cut EPS 4.8%

Mercantile Bank Q3 2026 revenue rose 17%, but diluted EPS fell 4.8% as share count increased and costs weighed on profit.

Thermo Fisher Q3 2026: operating profit outran sales, but net margin slipped

Thermo Fisher Q3 2026: sales rose 9.1%, operating income jumped 16.6%, but higher interest and taxes cut net margin to 14.2%.

eBay Q3 2026: Revenue up 14%, but costs grew faster and GAAP profit fell

eBay Q3 2026 revenue rose 13.7%, but higher costs and taxes cut GAAP profit and reduced EPS; Q4 guidance is $0.82-$0.87.

Hasbro Q3 2026: Magic-led growth and tariff refunds lift operating income 51.7%

Hasbro Q3 2026 operating income jumps 51.7% on Magic growth and tariff refunds; company raises full-year guidance.

Alcoa Q3 2026: Net income doubled on a year ago, but adjusted EBITDA slipped from Q2

Alcoa Q3 2026: net income doubled on 23.7% revenue growth, while adjusted EBITDA declined from Q2 and Q4 costs are set to rise.

Kesko Q3 2026: Technical trade lifts profit; guidance floor raised before Dahl deal

Kesko Q3 2026: comparable operating profit rose to €231.4 million and full-year guidance was lifted to €690-730 million before Dahl deal.

Huhtamäki Q3 2026: A EUR 23M contract lifted profit while North America slid

Huhtamäki Q3 2026: sales and EBIT rose, but a EUR 23M contract skewed profit as North America weakened and cash flow fell

Netcompany Q3 2026: profit swing is mostly lapped charges; cash weakened

Netcompany’s Q3 2026 revenue rose 8.1%, profit swung higher on lapped charges, but cash weakened and guidance was raised.

Amazon Q3 2026: AWS drives record operating income amid heavy AI investment

Amazon Q3 2026: AWS boosts record operating income as revenue rises 12.1% and AI investment pressures free cash flow.

WEX Q3 2026: Profit outgrew revenue as fuel prices helped; cash flow turned negative

WEX Q3 2026: revenue rose 12.8%, operating income 30.1%, cash flow turned negative, and full-year revenue guidance was raised.

Sterling Q3 2026: revenue up 127% on CEC, but gross margin slipped

Sterling Q3 2026 revenue jumped 127% to $1.56B, operating margin rose, gross margin slipped, and guidance was raised.

Terex Q3 2026: REV deal lifts sales 58.4%, but margins and EPS stall

Terex Q3 2026 sales jump 58.4% on REV deal, but margins slip and EPS barely rises; guidance narrowed to $8.0-$8.2 billion.

SCI Q3 2026: EPS up 24%, but divestiture gains flatter it as gross margin thins

SCI Q3 2026: EPS up 24%, revenue rises 4.6%, but divestiture gains and thinner gross margin cloud results.

Bittium Q3 2026: Defence deliveries and licensing doubled sales, margins jumped

Bittium Q3 2026: net sales doubled, operating profit surged and guidance improved on Defence deliveries and licensing.

Coca-Cola fiscal Q3 2026: Operating income rose 12% as margin widened and guidance rose

Coca-Cola’s Q3 2026 operating income rose 12.1%, margin widened to 33.4%, and full-year EPS guidance was raised to at least 11%.

Anthropic H1 2026: net loss driven by fair-value remeasurement

Anthropic H1 2026 loss was driven by a $72.4B fair-value remeasurement, while operating performance improved sharply.

Wells Fargo Q3 2026: EPS up 12.7% on buybacks and cost cuts, not revenue

Wells Fargo Q3 2026 EPS rose 12.7% on buybacks and cost cuts, while revenue grew just 2.0% and provisions increased 51%.

Microsoft Q4 2026: cloud and AI drive growth as backlog surges

Microsoft Q4 2026 revenue rose 18% as cloud and AI fueled growth, with Azure, Copilot and a surging backlog boosting outlook.

Knight-Swift Q3 2026: Truckload pricing lifts margins, easy prior-year base flatters growth

Knight-Swift Q3 2026 revenue rose 14.2% as truckload pricing boosted margins, though easy comps inflated profit growth.

Pihlajalinna Q3 2026: Contract losses and weak demand cut margins and the 2026 guidance was lowered

Pihlajalinna Q3 2026: revenue and margins fell as contract losses and weak demand hit, prompting a lower 2026 guidance.

Toivo Group Q3 2026: Revenue growth is outrunning profit and cash

Toivo Group Q3 2026: revenue rose 45%, but profit fell and cash flow remained negative; full-year guidance is EUR 65-85m revenue.

Rexford Q3 2026: Impairments cut net income 80.7%, but Core FFO holds at $0.60

Rexford Q3 2026: net income plunges on impairments, but Core FFO holds at $0.60 and guidance rises to $2.41-$2.44.

TietoEVRY Q3 2026: Cost cuts lift underlying profit as revenue falls 14%

TietoEVRY Q3 2026: revenue fell 14%, but cost cuts lifted profit and margins despite weaker organic growth.

Bread Financial Q3 2026: pretax up 6.6% on loans and credit; net income down 17%

Bread Financial Q3 2026: pretax income up 6.6% on loan growth, while net income fell 17% amid a prior-year tax benefit.

Valmont Q3 2026: Profit jumps 22% on lower SG&A as gross margin slips

Valmont Q3 2026: revenue rose 5.5% and profit jumped 22%, while gross margin slipped; full-year EPS guidance was raised.

Celestica Q3 2026: Revenue up 83% as working capital absorbs the growth

Celestica Q3 2026 revenue jumped 82.5% to $5.83B, with higher margins and a lowered 2026 free cash flow outlook.

Amkor Q3 2026: Flat sales, but gross margin rises to 18.3%

Amkor Q3 2026: flat sales, gross margin up to 18.3% and net income up 50.6%; Q4 guidance points to slower profit.

Whirlpool Q3 2026: Operating profit near zero and a GAAP loss against earnings a year earlier

Whirlpool’s Q3 2026 profit nearly vanished as sales fell 8.8%, with a GAAP loss and weak cash flow guidance.

VNV Global Q3 2026: NAV per share fell 19% in nine months as BlaBlaCar and Voi were marked down

VNV Global Q3 2026: NAV per share fell 19% in nine months as BlaBlaCar and Voi markdowns drove a USD 106.67 million loss.

Public Storage Q3 2026: Core FFO edges up as NSA deal costs hit GAAP earnings

Public Storage Q3 2026: revenues rose 11.6%, Core FFO edged up, and deal costs weighed on GAAP earnings; guidance was raised.

Cincinnati Financial Q3 2026: Operating income flat as investment gains fall away

Cincinnati Financial Q3 2026: operating income nearly flat as lower investment gains cut net income 59% despite reserve release.

Tekova Q3 2026: margin improves as revenue and backlog decline

Tekova Q3 2026: revenue and backlog declined, but margin improved amid stronger project mix and cautious outlook.

Lakeland Financial Q3 2026: Margin gains lift record EPS 11%, but charge-offs rose

Lakeland Financial Q3 2026: EPS hit record $1.14 as margins improved, but higher charge-offs and watch list growth cloud results.

Nordic forest companies under IAS 41: trees at fair value, land under IAS 16

Nordic forest companies typically value standing trees at fair value under IAS 41 while accounting for forest land separately under IAS 16.

Kreate Q3 2026: Revenue more than doubled and EBITA margin rose to 6.2%

Kreate Q3 2026: Revenue more than doubled to EUR 209.5m and EBITA margin rose to 6.2% on strong project growth.

Sotkamo Silver Q3 2026: EBIT tripled, but a 22 MSEK grant and higher metal prices helped

Nokia Q3 2026: AI & Cloud sales surge as restructuring pressures margins and cash flow

Nokia Q3 2026: AI and Cloud sales grew, but restructuring charges दबressed margins and cash flow; outlook unchanged.

Micro Systemation Q3 2026: record margin, but receivables absorbed the cash

Micro Systemation Q3 2026: strong revenue and record margin growth, but cash flow was flat as receivables absorbed profit.

Hexagon Q3 2026: 13% organic growth, prior-year margin base flattered by a one-off

Hexagon Q3 2026: 13% organic growth, EBITAC margin up, and reported EPS boosted by a one-off gain.

Modulight Q3 2026: EBITDA at 53% of sales, but the operating loss remains

Modulight Q3 2026: revenue grew 6.9%, EBITDA margin reached 53%, but operating loss remained; outlook for 2026 stays positive.

Western Digital Q1 FY27: Operating income jumped 158% as margins widened

Western Digital Q1 FY27: Revenue up 55.5%, operating income up 158% and gross margin widened to 57.8%.

Konecranes Q3 2026: Port deliveries lifted sales, but margin and orders slipped

Konecranes Q3 2026: sales up on Port deliveries, but orders and margins fell; 2026 guidance unchanged.

Storskogen Q3 2026: Adjusted EBITA up 6%, but higher financial costs cut profit

Storskogen Q3 2026: EBITA rose 6%, but higher financial costs reduced profit and EPS despite stronger sales.

Oceaneering Q3 2026: Operating profit rose, but EPS fell to $0.52 after a debt refinancing loss

Oceaneering raised revenue and operating profit in Q3 2026, but EPS fell after a debt refinancing loss and higher tax charge.

SpaceX Q3 2026: SI and Cursor lift revenue 161% and flip operating income positive

SpaceX Q3 2026 revenue surged 161% to $14.6B, with operating income turning positive on SI and Cursor acquisition gains.

Element Solutions Q3 2026: Organic growth of 13% sits under 52% reported sales growth

Element Solutions Q3 2026: sales up 52%, organic growth 13%, margin pressured, and full-year EBITDA guidance raised.

Medpace Q3 2026: Revenue growth slowed to 8.5%, but profit grew about three times faster

Medpace Q3 2026: revenue rose 8.5% while EPS jumped 25.4%, with full-year revenue guidance of $2.835B-$2.855B.

Texas Capital Q3 2026: Buybacks lift EPS as income to common shareholders slips

Texas Capital Q3 2026: buybacks lifted EPS despite lower net income, higher expenses and provisions, with no guidance given.

Svenska Aerogel Q3 2026: Sales up 36.6% year on year, but cost of goods still exceeds revenue

Svenska Aerogel Q3 2026: Revenue rose 36.6%, losses narrowed, but cost of goods still exceeds sales.

IBM Q3 2026: Tax comparison, more than operations, drove the 25.6% net income jump

IBM Q3 2026: revenue up 4.7%, net income up 25.6% on lower tax expense; software grew, consulting lagged.

Meta Q3 2026: 26% revenue growth, but a legal charge and AI costs halve margin

Meta Q3 2026: 26% revenue growth, but legal charge and AI costs cut margins sharply. Guidance points to $73-76B Q4 revenue.

Waste Connections Q3 2026: Profit jumped against a charge-heavy base; outlook raised again

Waste Connections Q3 2026 revenue rose 7.3%, profit jumped 23.2%, and guidance for revenue, EBITDA and cash flow was raised again.

Moody's Q3 2026: Divestiture gain helps lift EPS 18%, adjusted EPS up 6%

Moody's Q3 2026: EPS rose 18% on divestiture gain, adjusted EPS up 6%, with FY diluted EPS guidance reaffirmed at $16.00-$16.50.

Nordnet Q3 2026: Profit up 24% as income outgrew costs, but yield per krona slipped

Nordnet ökade rörelseresultatet 24% i Q3 2026 när intäkterna växte snabbare än kostnaderna, men avkastningen per sparad krona föll.

Swedbank Q3 2026: Costs and one-offs trimmed profit 3% despite 5% income growth

Swedbank Q3 2026: profit fell 3% as one-offs and higher costs outweighed 5% income growth, though Q2 recovery was strong.

Elevance Q3 2026: Earnings rose on investment income as operating gain slipped

Elevance Q3 2026 earnings rose on investment income, while operating gain slipped and full-year guidance was raised.

NextEra Q3 2026: Hedge gains nearly doubled GAAP EPS; adjusted EPS rose 9.7%

NextEra Q3 2026: GAAP EPS jumped 93% on hedge gains, while adjusted EPS rose 9.7% on investment growth at FPL and Energy Resources

Lindex Group Q3 2026: Strong Revenue Growth and Profitability Improvement

Lindex Group Q3 2026: revenue rose 6.1% and adjusted operating profit improved 45.2% amid stronger omnichannel performance.

Danaher Q3 2026: Tax release inflated EPS; core growth ex-respiratory improved

Danaher Q3 2026: revenue up 8.3%, EPS boosted by tax benefit, while core growth improved outside respiratory.

Netflix Q3 2026: Margin jump leans on a prior-year Brazil tax charge

Netflix Q3 2026: revenue up 11.8%, operating margin rose to 34.6% and results were helped by a prior-year Brazil tax charge.

Handelsbanken Q3 2026: Valuation gains lift profit, but net interest income remains weak

Handelsbanken Q3 2026: profit rose on fee income and valuation gains, but weaker net interest income kept total income down.

MSCI Q3 2026: Market-linked fees drove growth while buybacks lifted EPS

MSCI Q3 2026 revenue rose 12.4% on market-linked fees, while buybacks boosted EPS 14.4% despite flat margins.

3M Q3 2026: Solventum stake lifts GAAP EPS 70%, adjusted EPS up 12%

3M Q3 2026: EPS jumped on Solventum gain, while adjusted EPS rose 12% and sales increased 1% year over year.

AGNC Investment Q3 2026: spread income stayed positive, but book value took the hit

AGNC Q3 2026: spread income stayed positive, but Agency MBS losses cut book value and drove a -12.7% economic return.

FactSet fiscal FY 2026: growth held up, but margin quality weakened

FactSet FY2026: revenue rose 6.7%, but GAAP profit and margins fell as compensation and one-time charges weighed on earnings.

Home Bancorp Q3 2026: Credit deterioration and rising expenses offset resilient interest income

Home Bancorp Q3 2026: net interest income rose, but higher expenses and credit deterioration cut profit and EPS.

Chord Energy Q3 2026: operations beat guidance, but details remain preliminary

Chord Energy’s Q3 2026 prelim update beat volume guidance, but missing financials leave earnings quality and cash flow uncertain.

SmartFinancial Q3 2026: loan growth is real, but margin gave back ground

SmartFinancial Q3 2026: higher earnings on loan growth, but margin narrowed as funding costs rose and core profitability softened.

RBB Bancorp Q3 2026: margin improved and credit trends were better, but part of the lift was one-off

RBB Bancorp’s Q3 2026 earnings rose on wider margins and better credit trends, but one-time gains inflated results.

Ponsse Oyj Q3 2026: orders improved, but underlying profitability was weak

Ponsse Q3 2026: orders rose 19%, but sales fell and underlying profitability weakened amid negative cash flow and rising inventories.

Acuvi Q3 2026: cash flow improved, but the P&L still depends on clean-up work

Acuvi Q3 2026: sales fell, but cash flow improved as working capital and inventory were reduced despite one-off charges.

Wintrust Financial Q3 2026: growth is doing the work, not margin expansion

Wintrust Q3 2026: revenue and profit rose on balance-sheet growth, while net interest margin stayed flat and credit costs increased.

Western Alliance Bancorporation Q3 2026: margin gains are real, but capital thinned

Western Alliance Q3 2026: revenue and earnings rose on stronger spread income, but capital and tangible book declined.

Rocky Mountain Chocolate Factory fiscal Q2 2027: gross margin recovered, but losses worsened

Rocky Mountain Chocolate Factory Q2 2027: gross margin improved, but revenue and earnings fell and losses widened amid liquidity uncertainty.

Zeta Network Group fiscal FY 2026: mining scaled, but economics worsened

Zeta Network Group FY 2026: revenue jumped, but mining losses, crypto impairment and financing costs drove deeper net losses.

Cleveland-Cliffs Q3 2026: pricing recovery restored profitability

Cleveland-Cliffs Q3 2026: higher steel prices and volumes lifted revenue, operating income and profitability, with upbeat 2027 outlook.

CBIZ Q3 2026: profit rose much faster than revenue

CBIZ Q3 2026: revenue rose 1.2% while operating income jumped 53.2%, with no guidance amid a pending sale.

Wulff-Group Oyj Q3 2026: growth continued, but reported profit quality shifted

Wulff-Group Oyj Q3 2026: revenue rose 15.8%, but profit and margins fell as one-off gains faded and services drove growth.

AI Revenue Assistant Software Stockholm Q3 2026: the Fortnox bet now has full focus

Aira fokuserar helt på Fortnox inför lanseringen, med låg försäljning, stora förluster och frågetecken kring kassaflödet.

Greystone Logistics Q1 2027: lost-customer fallout now pressures liquidity

Greystone Logistics Q1 2027 shows lost-customer fallout, negative gross margin, higher debt costs and growing liquidity and going-concern risk.

Why CoreWeave’s Q3 Is Worth Watching — and What to Look For

CoreWeave Q3 2026 is key to watch for hypergrowth, backlog conversion, rising debt, capital needs, and whether losses are narrowing.

Bank of New York Mellon Q3 2026: fee growth and NII drove operating leverage

BNY’s Q3 2026 results showed 24% EPS growth, driven by double-digit fee revenue and NII gains despite higher expenses.

Plutonian Acquisition Corp. II Q2 2027: trust interest drove the profit as deal execution becomes the real test

Plutonian Acquisition Corp. II swung to Q2 profit on trust interest, but liquidity, going-concern risk and the NT1 deal remain key risks.