Lear press release ( LEA ): Q1 Non-GAAP EPS of $3.87 beats by $0.36 . Revenue of $5.8B (+3.6% Y/Y). Sales in the first quarter were $5.8 billion, up 5% year-over-year. Sales excluding the impact of commodities, foreign exchange, tariff recoveries, acquisitions and divestitures were up 3%, reflecting increased production on key Lear platforms and the addition of new business. In the first quarter, ...
Lear press release ( LEA ): Q1 Non-GAAP EPS of $3.87 beats by $0.36 . Revenue of $5.8B (+3.6% Y/Y). Sales in the first quarter were $5.8 billion, up 5% year-over-year. Sales excluding the impact of commodities, foreign exchange, tariff recoveries, acquisitions and divestitures were up 3%, reflecting increased production on key Lear platforms and the addition of new business. In the first quarter, global vehicle production was down 3% compared to a year ago, with North America down 2%, Europe down 1% and China down 10%. Global vehicle production was up 3% on a Lear sales-weighted basis (2) impacted by Lear's fiscal calendar. Our 2026 financial outlook is summarized below: Full Year 2026 Financial Outlook Net Sales $23,210 million - $24,010 million vs $23.60B consensus Core Operating Earnings $1,030 million - $1,200 million Adjusted EBITDA $1,650 million - $1,820 million Restructuring Costs ≈$175 million Operating Cash Flow $1,210 million - $1,310 million Capital Spending ≈$660 million Free Cash Flow $550 million - $650 million Click to enlarge Shares +4.3% PM. More on Lear Lear: Not Ready To Buckle Up Lear: Expecting A Positive Q1 Surprise Lear Corporation (LEA) Presents at Bank of America Global Automotive Summit Transcript Lear Q1 2026 Earnings Preview Sizing up the impact on auto supplier stocks from the Section 232 tariffs
OneMain Holdings press release ( OMF ): Q1 Non-GAAP EPS of $1.95 beats by $0.09 . Revenue of $1.6B (+6.7% Y/Y) beats by $330M . C&I adjusted pretax income was $305 million and adjusted net income was $229 million for the first quarter of 2026, compared to $275 million and $207 million, respectively, in the prior year quarter. Adjusted earnings per diluted share were $1.95 for the first quarter of ...
OneMain Holdings press release ( OMF ): Q1 Non-GAAP EPS of $1.95 beats by $0.09 . Revenue of $1.6B (+6.7% Y/Y) beats by $330M . C&I adjusted pretax income was $305 million and adjusted net income was $229 million for the first quarter of 2026, compared to $275 million and $207 million, respectively, in the prior year quarter. Adjusted earnings per diluted share were $1.95 for the first quarter of 2026, compared to $1.72 in the prior year quarter. More on OneMain Holdings OneMain Holdings: A 7.2% Yielder With Ample Margin Of Safety OneMain Holdings: Dividend Yields And Liquidity Are Main Reasons For Adding It OneMain Holdings: An 8%+ Yield With Big Buybacks And Strong Growth Potential OneMain Holdings Q1 2026 Earnings Preview Most oversold financial mid-cap stocks on Wall Street amid Middle East disruptions
A tech worker in eastern China's Hangzhou city was dismissed after his job was replaced by AI. An appeals court in the city has ruled the dismissal unlawful. (Image credit: Andy Wong)
A tech worker in eastern China's Hangzhou city was dismissed after his job was replaced by AI. An appeals court in the city has ruled the dismissal unlawful. (Image credit: Andy Wong)
Aon press release ( AON ): Q1 Non-GAAP EPS of $6.48 beats by $0.13 . Revenue of $5.03M (-99.9% Y/Y) misses by $4.97B . We are reaffirming 2026 guidance of mid-single-digit or greater organic revenue growth, 70-80 basis points of adjusted operating margin expansion, strong adjusted EPS growth and double-digit free cash flow growth More on Aon Aon Stock: Setup Has Improved But Not Enough For A Buy (...
Aon press release ( AON ): Q1 Non-GAAP EPS of $6.48 beats by $0.13 . Revenue of $5.03M (-99.9% Y/Y) misses by $4.97B . We are reaffirming 2026 guidance of mid-single-digit or greater organic revenue growth, 70-80 basis points of adjusted operating margin expansion, strong adjusted EPS growth and double-digit free cash flow growth More on Aon Aon Stock: Setup Has Improved But Not Enough For A Buy (Rating Upgrade) Aon Q1 2026 Earnings Preview Aon expands Data Center Lifecycle Insurance capacity to $3.5B for digital infrastructure clients Seeking Alpha’s Quant Rating on Aon Historical earnings data for Aon
Head coach Eddie Howe says Newcastle's owners remain "ambitious" for the club despite the Saudi Arabian PIF's decision to pull out of funding LIV Golf.
Head coach Eddie Howe says Newcastle's owners remain "ambitious" for the club despite the Saudi Arabian PIF's decision to pull out of funding LIV Golf.
Lazard press release ( LAZ ): Q1 Non-GAAP EPS of $0.42 misses by $0.09 . Revenue of $673M (+4.7% Y/Y) misses by $40.23M . For the first quarter of 2026, Financial Advisory reported net revenue and adjusted net revenue 1 of $360 million and $356 million, respectively, 2% and 4% lower than the first quarter of 2025, respectively. Management fees on an adjusted basis1 were $296 million for the first ...
Lazard press release ( LAZ ): Q1 Non-GAAP EPS of $0.42 misses by $0.09 . Revenue of $673M (+4.7% Y/Y) misses by $40.23M . For the first quarter of 2026, Financial Advisory reported net revenue and adjusted net revenue 1 of $360 million and $356 million, respectively, 2% and 4% lower than the first quarter of 2025, respectively. Management fees on an adjusted basis1 were $296 million for the first quarter of 2026, 25% higher than the first quarter of 2025, and 3% higher than the fourth quarter of 2025. Incentive fees on an adjusted basis1 were $11 million for the first quarter of 2026, compared to $9 million for the first quarter of 2025. Other revenue2 on an adjusted basis1 was $1 million for the first quarter of 2026, compared to $18 million for the first quarter of 2025. Average assets under management ( AUM ) was $266 billion for the first quarter of 2026, 15% higher than the first quarter of 2025, and 2% higher than the fourth quarter of 2025. AUM as of March 31, 2026 was $259 billion, 14% higher than March 31, 2025, and 2% higher than December 31, 2025. The sequential change from December 31, 2025 was driven by net inflows of $9 billion, market appreciation of $0.4 billion, foreign exchange depreciation of $3 billion, and divestitures of $1.5 billion. Asset Management adjusted net revenue increased 17% year-over-year with positive flows of $9 billion More on Lazard Lazard, Inc. (LAZ) Presents at UBS Financial Services Conference 2026 Transcript Lazard, Inc. (LAZ) Presents at Bank of America Financial Services Conference 2026 Transcript Lazard Q1 2026 Earnings Preview Lazard AUM dips 6.7% in March as markets slide Seeking Alpha’s Quant Rating on Lazard
TC Energy press release ( TRP ): Q1 GAAP EPS of $0.86 beats by $0.13 . Comparable earnings1 of $1.0 billion or $0.99 per common share1 compared to $1.0 billion or $0.95 per common share in first quarter 2025 Net income attributable to common shares of $0.9 billion or $0.86 per common share compared to $1.0 billion or $0.94 per common share in first quarter 2025 Comparable EBITDA of $3.1 billion co...
TC Energy press release ( TRP ): Q1 GAAP EPS of $0.86 beats by $0.13 . Comparable earnings1 of $1.0 billion or $0.99 per common share1 compared to $1.0 billion or $0.95 per common share in first quarter 2025 Net income attributable to common shares of $0.9 billion or $0.86 per common share compared to $1.0 billion or $0.94 per common share in first quarter 2025 Comparable EBITDA of $3.1 billion compared to $2.7 billion in first quarter 2025 Segmented earnings of $2.2 billion compared to $2.0 billion in first quarter 2025 More on TC Energy Corporation TC Energy: A Great Natural Gas Play TC Energy Corporation 2025 Q4 - Results - Earnings Call Presentation TC Energy Corporation (TRP:CA) Q4 2025 Earnings Call Transcript TC Energy Q1 2026 Earnings Preview TC Energy Q4 2025 Earnings Preview
Earnings Call Insights: The Boston Beer Company (SAM) Q1 2026 Management View “Our first quarter depletions were down 4%,” and “Truly remains a meaningful portion of our mix and continues to lose share,” while “Angry Orchard and Dogfish Head have now experienced 4 consecutive quarters of growth,” (Founder, Chairman, President & CEO C. Koch). “Sun Cruiser has quickly grown to Top 5 spirits RTDs and...
Earnings Call Insights: The Boston Beer Company (SAM) Q1 2026 Management View “Our first quarter depletions were down 4%,” and “Truly remains a meaningful portion of our mix and continues to lose share,” while “Angry Orchard and Dogfish Head have now experienced 4 consecutive quarters of growth,” (Founder, Chairman, President & CEO C. Koch). “Sun Cruiser has quickly grown to Top 5 spirits RTDs and is the fastest-growing brand in the category by volume,” and the company “recently announced a multiyear USGA partnership, making Sun Cruiser the official ready-to-drink cocktail of… the U.S. Open and the U.S. Women’s Open,” (CEO Koch). “We continue to make strong progress on our margin enhancement initiatives, delivering 49.3% first quarter gross margin,” and “we have repurchased over $30 million in shares year-to-date,” (CEO Koch). “We recorded $216 million in total pretax litigation expenses in the quarter… related to a supplier contract dispute,” and “do not expect this issue to have a material impact on our operating plans,” (CFO & Treasurer Diego Reynoso). Outlook “We are slightly narrowing our 2026 volume range to down low single digits to mid-single digits from our prior guidance of flat to down mid-single digits,” (CEO Koch). “We are narrowing our full year non-GAAP EPS guidance to $8.50 to $10.50 from our prior guidance of $8.50 to $11,” and “we may choose to spend at the lower end of the range depending on the commodity and energy cost environment,” (CFO Reynoso). “We continue to expect full year 2026 reported gross margins to be between 48% and 50%,” and “our 2026 guidance reflects a full year tariff cost estimate of $20 million to $30 million,” (CFO Reynoso). Financial Results “Revenue for the quarter decreased 4.4%,” while “our first quarter gross margin of 49.3% increased 100 basis points year-over-year,” (CFO Reynoso). “We recorded $216 million in total pretax litigation expenses… [with] a $15.52 impact to our first quarter GAAP EPS,” and “excluding the lit...
LyondellBasell press release ( LYB ): Q1 GAAP EPS of $0.49 beats by $0.33 . Revenue of $7.19B (-6.3% Y/Y) misses by $180M . EBITDA: $568 million, $615 million excluding identified items More on LyondellBasell LyondellBasell: North America's Cost Advantage Is Just Getting Started LyondellBasell: Profits Should Surge On The Back Of Iran Impact LyondellBasell Industries N.V. (LYB) Presents at JPMorga...
LyondellBasell press release ( LYB ): Q1 GAAP EPS of $0.49 beats by $0.33 . Revenue of $7.19B (-6.3% Y/Y) misses by $180M . EBITDA: $568 million, $615 million excluding identified items More on LyondellBasell LyondellBasell: North America's Cost Advantage Is Just Getting Started LyondellBasell: Profits Should Surge On The Back Of Iran Impact LyondellBasell Industries N.V. (LYB) Presents at JPMorgan Industrials Conference 2026 - Slideshow LyondellBasell Q1 2026 Earnings Preview Dow, LyondellBasell top S&P 500 losers as oil's plunge pressures chemical industry pricing, margins
Moderna press release ( MRNA ): Q1 GAAP EPS of -$3.40 beats by $0.48 . Revenue of $389M (+260.2% Y/Y) beats by $153.53M . Total revenue for the first quarter of 2026 was $389 million, an increase of $281 million compared to the same period in 2025. Revenue was $78 million in the U.S. and $311 million in international markets. Net product sales increased due to higher COVID vaccine sales, primarily...
Moderna press release ( MRNA ): Q1 GAAP EPS of -$3.40 beats by $0.48 . Revenue of $389M (+260.2% Y/Y) beats by $153.53M . Total revenue for the first quarter of 2026 was $389 million, an increase of $281 million compared to the same period in 2025. Revenue was $78 million in the U.S. and $311 million in international markets. Net product sales increased due to higher COVID vaccine sales, primarily in international markets, as a result of deliveries under long-term strategic partnerships with government entities. Reports first quarter revenue of $0.4 billion, with approximately 80% of revenue from international markets Reiterates plan to deliver up to 10% revenue growth and GAAP operating expense reductions in 2026, excluding the non-recurring litigation settlement charge 2026 Financial Framework Revenue: The Company is targeting up to 10% growth from 2025 revenue and expects 2026 revenue split to be approximately 50% U.S. and approximately 50% international. Cost of Sales: Cost of sales for 2026 is now expected to be approximately $1.8 billion, including the $0.9 billion non-recurring litigation settlement charge. Research and Development Expenses: Research and development expenses for 2026 are anticipated to be approximately $3.0 billion. Selling, General and Administrative Expenses: Selling, general and administrative expenses for 2026 are projected to be approximately $1.0 billion. Income Taxes: The Company expects its full-year tax expense to be negligible. Capital Expenditures: Capital expenditures for 2026 are expected to be $0.2 to $0.3 billion. Cash and Investments: Year-end cash and investments for 2026 are now projected to be $4.5 to $5.0 billion, which excludes any further drawdowns from the Company's remaining $0.9 billion available under its credit facility. Shares +4% PM. More on Moderna Moderna, Inc. (MRNA) Presents at ESCMID Global 2026 - Slideshow Moderna: The Case For Staying On The Sidelines Moderna: Speculative Buy For Aggressive Investors Bettin...
More on Chevron Chevron: Current Levels Do Not Fully Capture Earnings Power And Strengthening FCF Chevron: Growth Drivers Are In Sync With Valuation And Technicals Chevron: Prolonged Iran War A Catalyst Chevron Non-GAAP EPS of $1.41 beats by $0.44, revenue of $48.61B misses by $4.09B Exxon and Chevron Q1 profits brace for double-digit drop amid Middle East crosswinds
More on Chevron Chevron: Current Levels Do Not Fully Capture Earnings Power And Strengthening FCF Chevron: Growth Drivers Are In Sync With Valuation And Technicals Chevron: Prolonged Iran War A Catalyst Chevron Non-GAAP EPS of $1.41 beats by $0.44, revenue of $48.61B misses by $4.09B Exxon and Chevron Q1 profits brace for double-digit drop amid Middle East crosswinds
primeimages/E+ via Getty Images Overall Morningstar Rating™ The Morningstar Rating is for the indicated share classes only as of 03/31/26; other classes may have different performance characteristics. The Morningstar ratings for the overall, three-, five- and ten-year periods for Class A shares are 5 stars, 4 stars, 4 stars and 5 stars and for Institutional Class shares are 5 stars, 4 stars, 4 sta...
primeimages/E+ via Getty Images Overall Morningstar Rating™ The Morningstar Rating is for the indicated share classes only as of 03/31/26; other classes may have different performance characteristics. The Morningstar ratings for the overall, three-, five- and ten-year periods for Class A shares are 5 stars, 4 stars, 4 stars and 5 stars and for Institutional Class shares are 5 stars, 4 stars, 4 stars and 5 stars among 1048, 1048, 983 and 823 Large Value funds, respectively, and are based on a Morningstar Risk-Adjusted Return measure. Fund strategy Focuses on sustainable income Aims to capitalize on healthy companies with growing free cash flow as a source of dividends Pursues high-quality dividend payers Invests in companies with defensible business models, strong balance sheets and a history of lower volatility than the broader equity market Emphasizes dividend growth Seeks strong, disciplined companies that have historically sustained and actually grown dividends, with the goal of delivering consistent, risk-adjusted performance Expense ratio Share class No waiver(gross) With waiver(net) Institutional 0.65% 0.65% A 0.90% 0.90% Click to enlarge From the fund's most recent prospectus. Net expense ratio reflects a contractual fee waiver/expense reimbursement through 09/30/2026, unless sooner terminated at the sole discretion of the fund's board. Fund performance Institutional Class shares of Columbia Dividend Income Fund ( GSFTX ) returned 3.24% for the quarter ending March 31, 2026. The fund's benchmark, the Russell 1000 Index, returned -4.18% for the same period. Positive contributions to the fund's relative performance were led by positioning within information technology and financials, while positioning within communication services, health care and industrials weighed most heavily on return. For up-to-date performance information, please visit Financial Professionals | Columbia Threadneedle Investments US . Market overview U.S. equities posted a loss in the firs...
Exxon Mobil press release ( XOM ): Q1 Non-GAAP EPS of $1.16 beats by $0.15 . Delivered first-quarter earnings of $4.2 billion, or $8.8 billion excluding unfavorable estimated timing effects of $3.9 billion and an identified item of $0.7 billion Revenue of $85.14B (+2.4% Y/Y) misses by $150M . The Corporation declared a second-quarter dividend of $1.03 per share, payable on June 10, 2026, to shareh...
Exxon Mobil press release ( XOM ): Q1 Non-GAAP EPS of $1.16 beats by $0.15 . Delivered first-quarter earnings of $4.2 billion, or $8.8 billion excluding unfavorable estimated timing effects of $3.9 billion and an identified item of $0.7 billion Revenue of $85.14B (+2.4% Y/Y) misses by $150M . The Corporation declared a second-quarter dividend of $1.03 per share, payable on June 10, 2026, to shareholders of record of Common Stock at the close of business on May 15, 2026. Cash capital expenditures totaled $6.2 billion, consistent with the company's full-year guidance range of $27-$29 billion, and includes $6.5 billion of additions to property, plant and equipment. Shares +2% PM. More on Exxon Mobil Exxon Mobil's Earnings Might Change The Game (Preview) Exxon Mobil: Options Become Lucrative Amid Unusual Volatilities Exxon Mobil: Price Drop Priced In Everything, But Didn't Deeply Discount It Exxon and Chevron Q1 profits brace for double-digit drop amid Middle East crosswinds Earnings week ahead: MSFT, AAPL, GOOG, AMZN, META, XOM, CVX, KO, V, SBUX, F, GM, and more