Honeywell International press release ( HON ): Q1 Non-GAAP EPS of $2.45 beats by $0.13 . Revenue of $9.14B (+2.4% Y/Y) misses by $140M . Orders Up 7% Leading to ~$38 Billion Backlog. Honeywell ( HON ) Aerospace Spin-off Planned for Third Quarter (June 29, 2026). Full-Year 2026 Guidance 1 Previous Guidance Current Guidance Sales $38.8B - $39.8B $38.8B - $39.8B vs. $39.51B consensus Organic Growth 3...
Honeywell International press release ( HON ): Q1 Non-GAAP EPS of $2.45 beats by $0.13 . Revenue of $9.14B (+2.4% Y/Y) misses by $140M . Orders Up 7% Leading to ~$38 Billion Backlog. Honeywell ( HON ) Aerospace Spin-off Planned for Third Quarter (June 29, 2026). Full-Year 2026 Guidance 1 Previous Guidance Current Guidance Sales $38.8B - $39.8B $38.8B - $39.8B vs. $39.51B consensus Organic Growth 3% - 6% 3% - 6% Segment Margin 2 22.7% - 23.1% 22.7% - 23.1% Expansion 5 Up 20 - 60 bps Up 20 - 60 bps Adjusted Earnings Per Share 2,3 $10.35 - $10.65 $10.35 - $10.65 vs. $10.52 consensus Adjusted Earnings Growth 3 6% - 9% 6% - 9% Operating Cash Flow $4.7B - $5.0B $4.4B - $4.7B Free Cash Flow 4 $5.3B - $5.6B $5.3B - $5.6B Free Cash Flow Growth 4 4% - 10% 4% - 10% Click to enlarge More on Honeywell International Brady: Doubling Down With Honeywell's Productivity Business Honeywell Q1 Preview: Portfolio Transformation In Focus, Shares Fairly Valued Honeywell: The Premier Value Play In Industrials At A Discount Honeywell nears sale of warehouse services unit to AIP: report Honeywell International Q1 earnings preview: Growth steady, estimates mixed
West Pharmaceutical press release ( WST ): Q1 Non-GAAP EPS of $2.13 beats by $0.45 . Revenue of $844.9M (+21.0% Y/Y) beats by $65.53M . Diluted earnings per share ("EPS") of $1.92 increased 56.1%. Adjusted-diluted EPS of $2.13 increased 46.9%. Operating cash flow was $89.9 million. Capital expenditures were $42.7 million. Free cash flow (defined as operating cash flow less capital expenditures) wa...
West Pharmaceutical press release ( WST ): Q1 Non-GAAP EPS of $2.13 beats by $0.45 . Revenue of $844.9M (+21.0% Y/Y) beats by $65.53M . Diluted earnings per share ("EPS") of $1.92 increased 56.1%. Adjusted-diluted EPS of $2.13 increased 46.9%. Operating cash flow was $89.9 million. Capital expenditures were $42.7 million. Free cash flow (defined as operating cash flow less capital expenditures) was $47.2 million. The Company repurchased 1.2 million shares for $297.6 million at an average price of $243.57 per share under its share repurchase program that was announced in mid-February 2026. Outlook for Full-Year and Second Quarter 2026 Full-year 2026 net sales guidance increased to a range of $3.295 billion to $3.350 billion (vs. consensus of 3.25B), up from $3.215 billion to $3.275 billion and full-year 2026 adjusted-diluted EPS guidance increased to a range of $8.40 to $8.75, up from $7.85 to $8.20 (vs. consensus of $8.01) Second quarter 2026 net sales are expected to be in the range of $830 million to $850 million (vs. consensus of 818.5B), up 8.3% to 10.9% reported and up 7.0% to 9.6% organic. More on West Pharmaceutical West Pharmaceutical Services, Inc. (WST) Presents at 2026 KeyBanc Capital Markets Healthcare Virtual Forum Transcript West Pharmaceutical Services, Inc. (WST) Presents at Barclays 28th Annual Global Healthcare Conference Transcript West Pharmaceutical Services, Inc. (WST) Q4 2025 Earnings Call Transcript West Pharmaceutical Q1 2026 Earnings Preview West Pharmaceutical Services CEO Eric Green plans to retire after successor is named
PG&E press release ( PCG ): Q1 Non-GAAP EPS of $0.43 beats by $0.04 . Revenue of $6.88B (+15.1% Y/Y) beats by $620M . On track to meet 2-4% non-fuel operating and maintenance (O&M) cost reduction target. PG&E Corporation is reaffirming its full year 2026 non-GAAP core earnings guidance range of $1.64 to $1.66 per share vs $1.65 consensus More on PG&E PG&E Put At Risk By California Governor's Race ...
PG&E press release ( PCG ): Q1 Non-GAAP EPS of $0.43 beats by $0.04 . Revenue of $6.88B (+15.1% Y/Y) beats by $620M . On track to meet 2-4% non-fuel operating and maintenance (O&M) cost reduction target. PG&E Corporation is reaffirming its full year 2026 non-GAAP core earnings guidance range of $1.64 to $1.66 per share vs $1.65 consensus More on PG&E PG&E Put At Risk By California Governor's Race Shakeup (Rating Downgrade) PG&E: Buy A Redesigned Company PG&E Starting To Climb Out Of Valuation Pit PG&E Q1 2026 Earnings Preview PG&E, Tesla approve Cybertruck and charging systems for residential V2X program in California
Dow press release ( DOW ): Q1 Non-GAAP EPS of -$0.14 beats by $0.15 . Revenue of $9.79B (-6.1% Y/Y) beats by $120M . Net sales were $9.8 billion, down 6% year-over-year, reflecting flat sales in Performance Materials & Coatings and declines in the other operating segments. Volume decreased 2% year-over-year, driven by declines in Industrial Intermediates & Infrastructure, which was impacted by the...
Dow press release ( DOW ): Q1 Non-GAAP EPS of -$0.14 beats by $0.15 . Revenue of $9.79B (-6.1% Y/Y) beats by $120M . Net sales were $9.8 billion, down 6% year-over-year, reflecting flat sales in Performance Materials & Coatings and declines in the other operating segments. Volume decreased 2% year-over-year, driven by declines in Industrial Intermediates & Infrastructure, which was impacted by the Middle East conflict. Gains in Packaging & Specialty Plastics from higher polyethylene volumes were more than offset by lower merchant olefins sales following the idling of a cracker in Europe , the Middle East , Africa and India (EMEAI) in mid-2025 and planned maintenance activity in the U.S. Gulf Coast . Local price was down 7% versus the year-ago period. Outlook "We are already seeing rapid positive momentum from our announced pricing actions in every business and every region, as well as constructive impacts to our operating rates," said Fitterling. "We are leveraging Dow's purpose-built asset footprint, well-established supply chain routes and leading asset reliability to prioritize our customers and navigate the conflict in the Middle East . At the same time, our teams remain focused on capturing growth in attractive markets while delivering cost savings and cash support. Transform to Outperform aims to radically simplify how we operate, reengineer our processes and cost structures and modernize how we serve our customers. These collective actions position the Company for improved growth and productivity, expanded margins, and higher shareholder returns across the cycle." More on Dow Dow: Hormuz Disruption Crushes Oversupply Fears Dow Inc.: Looking For A New Buying Opportunity After Taking Epic Fury Profits Dow Inc. (DOW) Presents at JPMorgan Industrials Conference 2026 - Slideshow DOW Q1 earnings on deck: What to expect Corporate America’s big job cuts in 2026 - What do we know so far?
photo_Pawel/iStock Editorial via Getty Images In 2025, Duolingo, Inc. ( DUOL ) was considered to be at the forefront of AI innovation, with the company's CEO, Luis von Ahn, actually drawing controversy for suggesting that AI would soon be able to entirely replace teachers and in-person learning. In 2026, market sentiment on Duolingo took a 180-degree turn: no longer an innovator in AI, the market ...
photo_Pawel/iStock Editorial via Getty Images In 2025, Duolingo, Inc. ( DUOL ) was considered to be at the forefront of AI innovation, with the company's CEO, Luis von Ahn, actually drawing controversy for suggesting that AI would soon be able to entirely replace teachers and in-person learning. In 2026, market sentiment on Duolingo took a 180-degree turn: no longer an innovator in AI, the market is treating Duolingo as a company whose business has already been threatened by rising advances in Claude and other superintelligent AI models. Since the start of the year, shares of Duolingo have declined by a staggering 40%. And relative to May 2025 highs around $500 (around the time that von Ahn made the prediction about teachers), Duolingo has lost ~80% of its value. The question for investors now is, is this the start of a longer and permanent re-rating in this one-time market darling or a buyable dip? Data by YCharts I last wrote a buy opinion on Duolingo in December, when the stock was trading around $200 per share. While I've been burned by heavy losses on my position now, when I evaluate the company's user and subscription strategy, I see no immediate red flags and am enthusiastic about the ability to dollar-cost average down on my position. For me, Duolingo has evolved from a quick buy-the-dip play into a longer-term hold. I'm reiterating my buy rating here. The sour FY26 outlook that decimated the stock We won't avoid the elephant in the room that has precipitated the declines in Duolingo stock. The market has dramatically re-rated this company because its growth trajectory is materially expected to change. In February, alongside the company's Q4 earnings release, Duolingo issued guidance calling for just 10% y/y growth in bookings to $1.274-$1.298 billion. Duolingo outlook (Duolingo Q4 shareholder letter) This represents a huge slowdown relative to 24% y/y growth exiting Q4 and 33% y/y growth in FY25. Naturally, this slowdown invited negative “SaaSpocalypse” sen...
The United States’ depleted stockpile of munitions from its war on Iran and limited production capacity will be a critical vulnerability against stronger adversaries, according to Chinese military observers. During the 39 days of war before the ceasefire, the US is estimated to have used about half of both its Patriot air defence missiles and the longer-range Terminal High Altitude Area Defence (T...
The United States’ depleted stockpile of munitions from its war on Iran and limited production capacity will be a critical vulnerability against stronger adversaries, according to Chinese military observers. During the 39 days of war before the ceasefire, the US is estimated to have used about half of both its Patriot air defence missiles and the longer-range Terminal High Altitude Area Defence (THAAD) interceptors. Stockpiles of Standard Missile 3 (SM-3) and Standard Missile 6 (SM-6)...
China’s financial regulators are weighing a slower pace of consumer lending rate cuts after stress tests showed the move could strain smaller banks, according to sources familiar with the matter. The potential delay highlights caution among policymakers as they seek to lower borrowing costs without undermining financial stability in the country’s multitrillion-yuan consumer credit market.
China’s financial regulators are weighing a slower pace of consumer lending rate cuts after stress tests showed the move could strain smaller banks, according to sources familiar with the matter. The potential delay highlights caution among policymakers as they seek to lower borrowing costs without undermining financial stability in the country’s multitrillion-yuan consumer credit market.
China’s fuerdai, or “second-generation rich”, are shaking off their notorious image and have become the favourite boss of some young people. The term fuerdai was invented in the 2000s and refers to the children of people who accumulated wealth following China’s reform and opening up in 1978. It was considered a pejorative term, often associated with the spoiled character and overindulgent lifestyl...
China’s fuerdai, or “second-generation rich”, are shaking off their notorious image and have become the favourite boss of some young people. The term fuerdai was invented in the 2000s and refers to the children of people who accumulated wealth following China’s reform and opening up in 1978. It was considered a pejorative term, often associated with the spoiled character and overindulgent lifestyles of rich children. However, in contemporary China, fuerdai are dispensing with their stereotypes...