American Express press release ( AXP ): Q1 Non-GAAP EPS of $4.28 beats by $0.29 . Revenue of $18.9B (+11.4% Y/Y) beats by $290M . Earnings per share of $4.28 increased 18% Card member spend growth accelerated to 10%, or 9% fx-adjusted Company reaffirms FY2026 revenue and eps guidance More on American Express American Express: Why We Established A New Position American Express: Some Caution Into Ea...
American Express press release ( AXP ): Q1 Non-GAAP EPS of $4.28 beats by $0.29 . Revenue of $18.9B (+11.4% Y/Y) beats by $290M . Earnings per share of $4.28 increased 18% Card member spend growth accelerated to 10%, or 9% fx-adjusted Company reaffirms FY2026 revenue and eps guidance More on American Express American Express: Why We Established A New Position American Express: Some Caution Into Earnings American Express: Not A Pound-The-Table Buy Ahead Of Q1 American Express Q1 Preview: Premium card growth in focus Key deals this week: American Express, Otis, Vertiv, Wipro and more
American Airlines press release ( AAL ): Q1 Non-GAAP EPS of -$0.40 beats by $0.06 . Revenue of $13.91B (+10.4% Y/Y) beats by $160M . Q2 2026E (vs. Q2 2025) Available seat miles (ASMs) Up 4.0% to 6.0% Total revenue Up 13.5% to 16.5% CASM excluding net special items, fuel and profit sharing4 Up 2.0% to 4.0% Adjusted earnings (loss) per diluted share3 ($0.20) to $0.20 vs -$0.10 consensus Click to enl...
American Airlines press release ( AAL ): Q1 Non-GAAP EPS of -$0.40 beats by $0.06 . Revenue of $13.91B (+10.4% Y/Y) beats by $160M . Q2 2026E (vs. Q2 2025) Available seat miles (ASMs) Up 4.0% to 6.0% Total revenue Up 13.5% to 16.5% CASM excluding net special items, fuel and profit sharing4 Up 2.0% to 4.0% Adjusted earnings (loss) per diluted share3 ($0.20) to $0.20 vs -$0.10 consensus Click to enlarge FY 2026E Adjusted earnings (loss) per diluted share3 ($0.40) to $1.10 vs -$0.22 consensus Click to enlarge Shares +5% PM. More on American Airlines United Airlines And American Airlines Merger Looks Huge But It Shouldn't Happen American Airlines' Future Could Be Redefined In 2026 American Airlines: Back In The Game American Airlines and Alaska Air explore partnerships options - report United Airlines cuts 2026 forecast on fuel costs, ranks only fifth among U.S. airlines by Quant
SentinelOne (NYSE:S) forms a partnership with Silverfort to extend AI-driven identity security across human and non-human users. The collaboration integrates identity protection with SentinelOne’s autonomous endpoint and runtime security platform. SentinelOne is recognized as Google Cloud Partner of the Year for Security, highlighting its role in cloud security. SentinelOne (NYSE:S) operates in cy...
SentinelOne (NYSE:S) forms a partnership with Silverfort to extend AI-driven identity security across human and non-human users. The collaboration integrates identity protection with SentinelOne’s autonomous endpoint and runtime security platform. SentinelOne is recognized as Google Cloud Partner of the Year for Security, highlighting its role in cloud security. SentinelOne (NYSE:S) operates in cybersecurity, with a focus on autonomous, AI-powered protection for endpoints, cloud workloads,...
US equity futures fall after the S&P 500 hit a fresh record high. Brent crude rises above $100 a barrel as tensions surrounding the Strait of Hormuz mount and the White House waits for Iran's peace deal proposal. Tesla anticipates billions of dollars in additional spending this year to invest as much as $25 billion in AI and robotics. Marvin Loh of State Street discusses the economic fragility of ...
US equity futures fall after the S&P 500 hit a fresh record high. Brent crude rises above $100 a barrel as tensions surrounding the Strait of Hormuz mount and the White House waits for Iran's peace deal proposal. Tesla anticipates billions of dollars in additional spending this year to invest as much as $25 billion in AI and robotics. Marvin Loh of State Street discusses the economic fragility of the markets during the Iran war. Stephanie Brinley of S&P Global Mobility sees lack of clarity in Tesla's basic capacity plans. (Source: Bloomberg)
PENN Entertainment press release ( PENN ): Q1 Non-GAAP EPS of $0.11 beats by $0.12 . Revenue of $1.78B (+6.6% Y/Y) beats by $30M . First Quarter Retail Segment Highlights 2 : Segment Adjusted EBITDAR of $471.4 million; and Segment Adjusted EBITDAR margins of 33.2%. First Quarter Interactive Segment Highlights: Revenues of $358.3 million (including tax gross up of $185.8 million); and Adjusted EBIT...
PENN Entertainment press release ( PENN ): Q1 Non-GAAP EPS of $0.11 beats by $0.12 . Revenue of $1.78B (+6.6% Y/Y) beats by $30M . First Quarter Retail Segment Highlights 2 : Segment Adjusted EBITDAR of $471.4 million; and Segment Adjusted EBITDAR margins of 33.2%. First Quarter Interactive Segment Highlights: Revenues of $358.3 million (including tax gross up of $185.8 million); and Adjusted EBITDA loss of $10.8 million. More on PENN Entertainment PENN Entertainment, Inc. 2025 Q4 - Results - Earnings Call Presentation PENN Entertainment, Inc. (PENN) Q4 2025 Earnings Call Transcript PENN Entertainment: The Market Gave Up, But Maybe Too Early PENN Entertainment Q1 2026 Earnings Preview Sports betting legalization tied to rise in credit delinquencies, NY Fed study finds
Teck Resources (TECK) delivered earnings and revenue surprises of +73.44% and +24.94%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Teck Resources (TECK) delivered earnings and revenue surprises of +73.44% and +24.94%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Dow Inc. (DOW) delivered earnings and revenue surprises of +64.10% and +3.10%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Dow Inc. (DOW) delivered earnings and revenue surprises of +64.10% and +3.10%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Businesses and residents in Pakistan’s capital are growing frustrated with the city’s weeks-long lockdown of roads, schools and offices as authorities continue to keep security restrictions in place in the hope of hosting further US-Iran peace talks. Although there’s no sign that negotiations are likely to resume soon, Pakistani officials remain optimistic about the prospect of talks. Across Islam...
Businesses and residents in Pakistan’s capital are growing frustrated with the city’s weeks-long lockdown of roads, schools and offices as authorities continue to keep security restrictions in place in the hope of hosting further US-Iran peace talks. Although there’s no sign that negotiations are likely to resume soon, Pakistani officials remain optimistic about the prospect of talks. Across Islamabad, platoons of armed guards continued to blockade main roads, government workers stayed home and businesses endured shortened hours. President Donald Trump on Tuesday said he extended a ceasefire with Iran indefinitely at Pakistan’s request, but scuppered plans to send Vice President JD Vance to Islamabad for negotiations as a new standoff for control of the Strait of Hormuz deepened. The US has said it was waiting for a response from Iran before the warring sides can restart peace talks. Islamabad remains in touch with both sides, with Interior Minister Mohsin Naqvi holding talks with the top US diplomat in Pakistan twice in two days. Prime Minister Shehbaz Sharif met with Iran’s ambassador on Wednesday. Officials are hopeful that a second round of talks could still take place in the coming days, people familiar with the matter said. The first round of talks on April 11 yielded no breakthrough despite 21 hours of negotiations. In Islamabad, pride about Pakistan’s role in the negotiations has turned to frustration for many residents inconvenienced by the security measures for two weeks now. Across the city, welcome banners continue to line the streets and citizens are enduring checkpoints, traffic jams and work-from-home orders in preparation the possible talks. The government ordered all federal employees in Islamabad’s main government district to work from home yet another day on Thursday. “My earnings are at least 30% down in the last two weeks because of road blockades,” says Abdul Hafeez, a driver for a ride hailing company inDrive. “It is because of lesser rides, i...
Devonyu/iStock via Getty Images Many investors see Toast ( TOST ) as ‘just’ a restaurant Point of Sale provider. However, in recent years the company has broadened its horizons considerably, and can now be viewed as something of a combined POS, fintech, and hardware provider. Moreover, the company is scaling rapidly in terms of new locations, gross payment volume, and ARR. At a reasonable valuatio...
Devonyu/iStock via Getty Images Many investors see Toast ( TOST ) as ‘just’ a restaurant Point of Sale provider. However, in recent years the company has broadened its horizons considerably, and can now be viewed as something of a combined POS, fintech, and hardware provider. Moreover, the company is scaling rapidly in terms of new locations, gross payment volume, and ARR. At a reasonable valuation compared to its main listed peer Block ( XYZ ), and plenty of cash on the balance sheet to fuel growth, the company looks compelling. Growth Is Broadening The company’s Q4 and FY 2025 report was jam-packed with solid growth figures, not only in existing markets, but new ones as well. Overall revenue was up 24% for the year driven by a 23% increase in GPV (gross payment volume) and a 26% increase in ARR (annualized recurring run-rate). These are key metrics for what this company is increasingly becoming, namely a combined platform that integrates POS, inventory management and payments. An example of this broader strategy is the recent strategic partnership with Instacart, which will create a “unified local shelf” for businesses to synchronize their physical inventory with the Instacart marketplace. Free cash flow was especially impressive coming in at $608 million for the year, which means that they converted nearly 10% of their $6.153 billion in revenue and nearly twice their GAAP net income of $342 million into cash. Moreover, GAAP net income was up from $19 million in the previous year for an increase of around 18 times. Another impressive number was the record 30,000 new net locations, which includes international growth. With operations in Canada, the UK, and Ireland, the company entered Australia as its fourth international market and expects to keep expanding into other countries selectively where they have a “right to compete and win.” For Q1, analysts are expecting non-GAAP EPS of $0.27, up from $0.20 in the year earlier period for a healthy 35% year-over-year inc...
Keurig Dr Pepper press release ( KDP ): Q1 Non-GAAP EPS of $0.39 beats by $0.02 . Revenue of $3.98B (+9.3% Y/Y) beats by $150M . Net sales for the first quarter increased 9.4% to $4.0 billion. On a constant currency basis, net sales advanced 8.1%, driven by favorable net price realization of 5.5% and volume/mix growth of 2.6%. For 2026, KDP expects net sales of $25.9-$26.4 billion and constant cur...
Keurig Dr Pepper press release ( KDP ): Q1 Non-GAAP EPS of $0.39 beats by $0.02 . Revenue of $3.98B (+9.3% Y/Y) beats by $150M . Net sales for the first quarter increased 9.4% to $4.0 billion. On a constant currency basis, net sales advanced 8.1%, driven by favorable net price realization of 5.5% and volume/mix growth of 2.6%. For 2026, KDP expects net sales of $25.9-$26.4 billion and constant currency Adjusted diluted EPS growth in a low-double-digit range. This guidance is comprised of 4-6% constant currency net sales growth and 4-6% constant currency Adjusted diluted EPS growth for KDP's legacy business, as well as an incremental contribution from the JDE Peet's acquisition. Shares +1.7% PM. More on Keurig Dr Pepper Keurig Dr Pepper: Despite The Business Transformation Risks, I Am A Buyer Keurig Dr Pepper: Rating Upgrade As The Setup Has Turned Favorable Keurig Dr Pepper Inc. (KDP) Q4 2025 Earnings Call Transcript Keurig Dr Pepper renews Starbucks K-Cup pods partnership with Nestlé USA Vertiv Holdings tops large-cap ROE growth list, as market prepares to ride out volatility
Portugal has invited Air France-KLM and Deutsche Lufthansa AG to submit binding bids for a minority stake in TAP SA , setting up a contest for one of Europe’s last remaining state-owned airlines. The decision was announced following a cabinet meeting in Lisbon on Thursday. Portugal plans to sell as much as 49.9% of the airline, with a 5% stake first reserved for employees. It backed a proposal by ...
Portugal has invited Air France-KLM and Deutsche Lufthansa AG to submit binding bids for a minority stake in TAP SA , setting up a contest for one of Europe’s last remaining state-owned airlines. The decision was announced following a cabinet meeting in Lisbon on Thursday. Portugal plans to sell as much as 49.9% of the airline, with a 5% stake first reserved for employees. It backed a proposal by state holding company Parpública, which manages its ownership in TAP, to advance both bids. People familiar with the matter had said earlier this week that officials were likely to move Air France-KLM and Lufthansa to the next stage. The two airline groups will now conduct due diligence and are expected to submit binding offers within about three months, in line with the government’s previously announced privatization timeline. TAP is valued for its network linking Europe with Brazil, North America and parts of Africa, making it an attractive target for larger airline groups looking to expand their long-haul operations.
Nik Storonsky, CEO of Revolut, built one of the world's most valuable fintech companies -- now worth around $75 billion. In this interview, he explains how a simple idea -- eliminating hidden foreign exchange fees -- turned Revolut into a global digital bank offering payments, trading, crypto, and business banking in one app. In this episode of The David Rubenstein Show: Peer to Peer Conversations...
Nik Storonsky, CEO of Revolut, built one of the world's most valuable fintech companies -- now worth around $75 billion. In this interview, he explains how a simple idea -- eliminating hidden foreign exchange fees -- turned Revolut into a global digital bank offering payments, trading, crypto, and business banking in one app. In this episode of The David Rubenstein Show: Peer to Peer Conversations, Storonsky discusses Revolut’s growth, the future of fintech, plans for US expansion, and whether an IPO is coming. This interview was recorded April 14 at the Johns Hopkins Bloomberg Center in Washington DC. (Source: Bloomberg)
This story has been made freely available as a public service to our readers. Please consider supporting SCMP’s journalism by subscribing. Hong Kong is set for intense thundery showers and gusts on Thursday evening, the weather forecaster has warned, with local temperatures expected to dip to as low as 19 degrees Celsius (66.2 Fahrenheit) under a cold front. In two separate special alerts issued a...
This story has been made freely available as a public service to our readers. Please consider supporting SCMP’s journalism by subscribing. Hong Kong is set for intense thundery showers and gusts on Thursday evening, the weather forecaster has warned, with local temperatures expected to dip to as low as 19 degrees Celsius (66.2 Fahrenheit) under a cold front. In two separate special alerts issued at 6pm, the Observatory said an area of intense thundery showers associated with upper-air...