CVS press release ( CVS ): Q1 Non-GAAP EPS of $2.57 beats by $0.36 . Revenue of $100.4B (+6.1% Y/Y) beats by $5.38B . Raising full-year 2026 guidance: GAAP diluted EPS guidance range to $6.24 to $6.44 from $5.94 to $6.14 Adjusted EPS guidance range to $7.30 to $7.50 from $7.00 to $7.20 vs. $7.16 consensus Cash flow from operations guidance to at least $9.5 billion from at least $9.0 billion Shares...
CVS press release ( CVS ): Q1 Non-GAAP EPS of $2.57 beats by $0.36 . Revenue of $100.4B (+6.1% Y/Y) beats by $5.38B . Raising full-year 2026 guidance: GAAP diluted EPS guidance range to $6.24 to $6.44 from $5.94 to $6.14 Adjusted EPS guidance range to $7.30 to $7.50 from $7.00 to $7.20 vs. $7.16 consensus Cash flow from operations guidance to at least $9.5 billion from at least $9.0 billion Shares +3.5% PM. More on CVS CVS Health: A Diversified Income Play With Improving MA Rate Visibility For 2027 CVS Health's Discounted Buying Opportunity Is Here - Robust Fundamentals And Secure Dividends CVS Health Corporation (CVS) Presents at Leerink Global Healthcare Conference 2026 Transcript CVS earnings in focus as investors watch cost trends, margins UnitedHealth, CVS Health tout efforts to standardize prior authorizations
Lutnick has acknowledged he visited Epstein’s island with his family in 2012 after earlier claiming he severed ties in 2005 Sign up for the Breaking News US email Hello and welcome to the US politics live blog. Commerce secretary Howard Lutnick will become the latest of Donald Trump’s cabinet to be questioned over ties to the late sex offender Jeffrey Epstein when he sits for a closed-door transcr...
Lutnick has acknowledged he visited Epstein’s island with his family in 2012 after earlier claiming he severed ties in 2005 Sign up for the Breaking News US email Hello and welcome to the US politics live blog. Commerce secretary Howard Lutnick will become the latest of Donald Trump’s cabinet to be questioned over ties to the late sex offender Jeffrey Epstein when he sits for a closed-door transcribed interview with the Oversight Committee later today. A majority of Indiana Republican legislators whose opponents were backed by Donald Trump lost their primaries on Tuesday , giving the president wins in a deep-red state just months after lawmakers there rejected his redistricting plan. Of the seven Trump-endorsed challengers to state senate candidates, at least five won. More here . Democratic senator Sherrod Brown and Republican senator Jon Husted won their party’s nominations in Ohio’s primary elections , according to the Associated Press – teeing them up for what is expected to be a high-profile and expensive Senate race in November’s midterm elections. More here . Senate Republicans have released a new immigration enforcement funding package that includes a proposed $1bn that could go to security measures related to the $400m ballroom that is part of Donald Trump’s “East Wing modernization project”. More here . Marco Rubio argued the US is in a “very fortunate” position as fuel prices continue to climb nationwide amid disruption sparked by the US-Israel war on Iran. With average US fuel prices now approaching $4.50 a gallon – their highest level in four years – the US secretary of state was asked on Tuesday how long Americans should accept them at such levels. Other countries were suffering “big time”, Rubio replied. More here . Seven of the leading contenders in California’s unexpectedly dramatic race for governor faced off on the debate stage Tuesday night, with the stakes now higher because ballots are in the mail. Becerra was a top target, as expected, given h...
Recursion Pharmaceuticals press release ( RXRX ): Q1 GAAP EPS of -$0.22 beats by $0.04 . Revenue of $6.47M (-56.1% Y/Y) misses by $9.31M . Cash operating expense, excluding partnership inflows and transaction costs, for the three months ended March 31, 2026 was $85.1 million compared to $120.2 million for the three months ended March 31, 2025. Cash, cash equivalents and restricted cash were $665.2...
Recursion Pharmaceuticals press release ( RXRX ): Q1 GAAP EPS of -$0.22 beats by $0.04 . Revenue of $6.47M (-56.1% Y/Y) misses by $9.31M . Cash operating expense, excluding partnership inflows and transaction costs, for the three months ended March 31, 2026 was $85.1 million compared to $120.2 million for the three months ended March 31, 2025. Cash, cash equivalents and restricted cash were $665.2 million as of March 31, 2026 compared to $753.9 million as of December 31, 2025. Based on current operating plans and with no additional financing, the Company continues to expect its cash runway to extend into early 2028. Disciplined capital execution: Reiterate 2026 guidance of <$390 million operational cash burn, supporting runway into early 2028 without additional financing. More on Recursion Pharmaceuticals Recursion: No Longer An AI 'Pet Science Project,' But Still A 'Sell' Recursion Pharmaceuticals May Be Losing Ground To Its Peers Recursion Pharmaceuticals, Inc. (RXRX) Presents at 25th Annual Needham Virtual Healthcare Conference Transcript Recursion Pharmaceuticals Q1 2026 Earnings Preview Most and least shorted healthcare stocks with up to $2B market cap in May
Cencora press release ( COR ): Q2 Non-GAAP EPS of $4.75 beats by $0.02 . Revenue of $78.4B (+3.9% Y/Y) misses by $2.64B . Adjusted Diluted EPS Guidance Range Raised to $17.65 to $17.90 for Fiscal 2026 (v.s consensus of $17.61) Cencora Expects to Repurchase $1 Billion in Shares by the End of Calendar 2026 More on Cencora All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Cen...
Cencora press release ( COR ): Q2 Non-GAAP EPS of $4.75 beats by $0.02 . Revenue of $78.4B (+3.9% Y/Y) misses by $2.64B . Adjusted Diluted EPS Guidance Range Raised to $17.65 to $17.90 for Fiscal 2026 (v.s consensus of $17.61) Cencora Expects to Repurchase $1 Billion in Shares by the End of Calendar 2026 More on Cencora All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Cencora, Inc. (COR) Presents at Leerink Global Healthcare Conference 2026 Transcript Cencora, Inc. (COR) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Cencora Q2 2026 Earnings Preview Cencora to buy EyeSouth Partners’ retina business for $1.1B
Apollo Global Management press release ( APO ): Q1 Non-GAAP EPS of $1.94 beats by $0.06 . Record FRE of $728 million representing year-over-year growth of 30%, driven by record quarterly fee related revenue and marginexpansion Total AUM surpassed the trillion-dollar milestone, reaching $1.03 trillion, benefitting from record total inflows of $115 billion in thefirst quarter and $300 billion over t...
Apollo Global Management press release ( APO ): Q1 Non-GAAP EPS of $1.94 beats by $0.06 . Record FRE of $728 million representing year-over-year growth of 30%, driven by record quarterly fee related revenue and marginexpansion Total AUM surpassed the trillion-dollar milestone, reaching $1.03 trillion, benefitting from record total inflows of $115 billion in thefirst quarter and $300 billion over the last twelve months, driving a 31% increase year-over-year More on Apollo Global Management Apollo's Private Credit Infrastructure Is Heavily Discounted Apollo Global: I'm Downgrading To Buy Ahead Of A Tougher Q1 Apollo Global Management, Inc. (APO) M&A Call Transcript Apollo Global Management Q1 2026 Earnings Preview Apollo seeks to get up to $770M for its ADT stake - report
Shabana Mahmood has announced plan to cut leave to remain to 30 months, to concern of UN’s refugee agency Two Sudanese asylum seekers are challenging a key element of Labour’s plans to strip refugees of basic rights, rejecting the home secretary’s accusation that they are “asylum shoppers”. Shabana Mahmood has announced plans to halve refugees’ leave to remain in the UK from five years to 30 month...
Shabana Mahmood has announced plan to cut leave to remain to 30 months, to concern of UN’s refugee agency Two Sudanese asylum seekers are challenging a key element of Labour’s plans to strip refugees of basic rights, rejecting the home secretary’s accusation that they are “asylum shoppers”. Shabana Mahmood has announced plans to halve refugees’ leave to remain in the UK from five years to 30 months, while refugees will have to wait 20 years before being eligible for permanent stay in the UK. Previously, people could apply for permanent settlement after five years. Continue reading...
In this article QSR QSR Follow your favorite stocks CREATE FREE ACCOUNT Burger King fast food hamburger restaurant in Miami, Fla. Jeff Greenberg | Universal Images Group | Getty Images Restaurant Brands International on Wednesday reported better-than-expected quarterly earnings and revenue, fueled by another quarter of strong international growth and a successful turnaround at Burger King U.S. Her...
In this article QSR QSR Follow your favorite stocks CREATE FREE ACCOUNT Burger King fast food hamburger restaurant in Miami, Fla. Jeff Greenberg | Universal Images Group | Getty Images Restaurant Brands International on Wednesday reported better-than-expected quarterly earnings and revenue, fueled by another quarter of strong international growth and a successful turnaround at Burger King U.S. Here's what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG: Earnings per share: 86 cents adjusted vs. 82 cents expected Revenue: $2.26 billion vs. $2.24 billion expected Restaurant Brands reported first-quarter net income attributable to common shareholders of $338 million, or 97 cents per share, up from $159 million, or 49 cents per share, a year earlier. Excluding non-recurring expenses and other items, the restaurant company earned 86 cents per share. Revenue rose 7% to $2.26 billion. Restaurant Brands' same-store sales increased 3.2% in the quarter, fueled by strong growth at Burger King's U.S. locations and the company's international restaurants. Outside of the U.S. and Canada, Restaurant Brands' international business saw same-store sales jump 5.7%, beating the estimates of 5.1% growth projected by Wall Street analysts surveyed by StreetAccount. International Burger King restaurants, which represents the bulk of the segment, saw same-store sales increase 5.4%. Burger King reported same-store sales growth of 5.8%, topping StreetAccount estimates of a 3.5% increase. The chain's U.S. business has been renovating its restaurants, upgrading its Whopper ingredients and offering consistent value items. Tim Hortons' same-store sales ticked up 1.6%, below StreetAccount estimates of 2.5% growth. Popeyes was the laggard of the portfolio again for the quarter. The fried chicken chain reported same-store sales declines of 6.5%, a steeper decrease than the 1.5% slide forecast by Wall Street. Faced with stiffer competition and ...
In this article CVS Follow your favorite stocks CREATE FREE ACCOUNT A screen displays the logo and trading information for CVS at the New York Stock Exchange, March 24, 2026. Jeenah Moon | Reuters CVS Health on Wednesday blew past first-quarter earnings and revenue estimates and raised its 2026 guidance, as its once-troubled insurance business showed improvement. CVS, which operates the nation's l...
In this article CVS Follow your favorite stocks CREATE FREE ACCOUNT A screen displays the logo and trading information for CVS at the New York Stock Exchange, March 24, 2026. Jeenah Moon | Reuters CVS Health on Wednesday blew past first-quarter earnings and revenue estimates and raised its 2026 guidance, as its once-troubled insurance business showed improvement. CVS, which operates the nation's largest pharmacy chain, sees full-year profit coming in between $7.30 and $7.50 per share. That's up from a previous guidance of $7 to $7.20 per share. The company also expects revenue of at least $405 billion in 2026, up from its prior outlook of at least $400 billion. All of the health-care giant's business segments, including its insurer Aetna, its retail pharmacy and health services unit, surpassed Wall Street's revenue expectations. But Aetna's results are likely top of mind for investors, who have watched high medical costs batter major health insurers for the last two years. The results indicated continued progress in CVS's broader turnaround plan , which has involved cutting $2 billion in costs, closing underperforming stores, shuffling leadership and reducing cost s within privately run Medicare Advantage plans. Here's what CVS reported for the first quarter compared with what Wall Street was expecting, based on a survey of analysts by LSEG: Earnings per share: $2.57 adjusted vs. $2.20 expected Revenue: $100.43 billion vs. $95.09 billion expected The company posted net income of $2.94 billion, or $2.30 per share, for the first quarter. That compares with net income of $1.78 billion, or $1.41 per share, for the same period a year ago. Excluding certain items, such as restructuring charges and capital losses, adjusted earnings were $2.57 per share for the quarter. CVS booked sales of $100.43 billion for the first quarter, up 6.2% from the same period a year ago, as all three of its business segments showed growth. CVS's report also adds to an overall solid first quart...
Apollo Global Management Inc. eclipsed $1 trillion of assets under management on record first-quarter inflows and reported earnings that beat Wall Street estimates. Adjusted net income rose 8% from a year earlier to $1.21 billion, or $1.94 per share, the New York-based alternative asset manager said in a statement Tuesday. That surpassed the $1.88 average estimate of analysts surveyed by Bloomberg...
Apollo Global Management Inc. eclipsed $1 trillion of assets under management on record first-quarter inflows and reported earnings that beat Wall Street estimates. Adjusted net income rose 8% from a year earlier to $1.21 billion, or $1.94 per share, the New York-based alternative asset manager said in a statement Tuesday. That surpassed the $1.88 average estimate of analysts surveyed by Bloomberg. Apollo is pushing to become one of the largest underwriters on Wall Street. Inflows totaled $115 billion in the quarter and $300 billion over the past 12 months, according to the statement. By contrast, Blackstone Inc. took in $68.5 billion during the first three months of the year, while KKR & Co. and Ares Management Corp. collected $27.8 billion and $29.5 billion, respectively. “Our first quarter results set a strong tone for the year,” Chief Executive Officer Marc Rowan said in the statement. Fees from Apollo’s capital solutions business — which originates loans across direct lending, asset-backed finance and opportunistic credit deals — surged 60%. Fee-related earnings jumped 30% to $728 million, also exceeding estimates, while fee-generating AUM rose 40% to $836 billion. Performance fees from portfolio company sales out of the firm’s flagship private equity and hybrid funds “continue to remain prudently delayed” as it waits for the dealmaking climate to improve, Apollo said. The firm reported having $74 billion of dry powder on hand at the end of March. Roughly $55 billion of that has future management fee potential, according to the statement. Apollo’s opportunistic credit strategy gained 2.5% in the first quarter, while its asset-backed finance strategy lost 1%. Flagship private equity also posted a loss of 0.3%. Hybrid value — which sits between debt and equity — had the strongest showing, with a 4% return.
Robert Way Morgan Stanley issued a positive update on Walmart+ membership trends. The firm's April survey data indicated Walmart+ membership rose by ~about 3.9M in March alone to about 30.7M implied members. The estimate for Walmart+ memberships is the highest ever recorded in the Morgan Stanley survey. "These results represent the strongest read yet in our survey's history, which we believe under...
Robert Way Morgan Stanley issued a positive update on Walmart+ membership trends. The firm's April survey data indicated Walmart+ membership rose by ~about 3.9M in March alone to about 30.7M implied members. The estimate for Walmart+ memberships is the highest ever recorded in the Morgan Stanley survey. "These results represent the strongest read yet in our survey's history, which we believe underscores WMT's strong competitive positioning and its ability to attract new customers at times of consumer stress and value-seeking behavior across the industry," updated analyst Simeon Gutman. "While month-to-month changes can reflect survey noise and response rate variability, the 3-month rolling average points to ~17% y/y growth in April, up from ~15% y/y in March," he noted. Walmart+ is Walmart's ( WMT ) paid membership program that was launched in 2020 as a direct response to the runaway success of Amazon Prime ( AMZN ). The service includes free shipping, local delivery, fuel discounts, and select streaming and partner perks for a flat monthly or annual fee. Walmart+ is priced at $98 per year or $12.95 per month, versus Amazon Prime at about $139 per year or $14.99 per month. More on Walmart Walmart: Too Expensive Considering Slowing Growth Walmart: Speculative Valuation As Free Cash Flow Is Held Down By Immense Capex Walmart Inc. (WMT) Presents at J.P. Morgan Retail Round Up Forum 2026 Transcript Quant check on e-commerce names as GameStop offers to buy eBay Walmart dips after a six-session rally