Johnson Controls International press release ( JCI ): Q2 Non-GAAP EPS of $1.19 beats by $0.07 . Revenue of $6.14B (+8.1% Y/Y) beats by $60M . Q2 GAAP EPS of $0.99; Q2 Adjusted EPS* of $1.19 Q2 Orders +30% organically year-over-year Backlog of $20.0 billion increased 26% organically year-over-year The Company initiated fiscal 2026 third quarter continuing operations guidance: Organic sales growth o...
Johnson Controls International press release ( JCI ): Q2 Non-GAAP EPS of $1.19 beats by $0.07 . Revenue of $6.14B (+8.1% Y/Y) beats by $60M . Q2 GAAP EPS of $0.99; Q2 Adjusted EPS* of $1.19 Q2 Orders +30% organically year-over-year Backlog of $20.0 billion increased 26% organically year-over-year The Company initiated fiscal 2026 third quarter continuing operations guidance: Organic sales growth of ~6% Operating leverage of ~50% Adjusted EPS of ~$1.28 (vs. consensus of $1.28) The Company's fiscal 2026 full year continuing operations guidance is as follows: Organic sales growth of ~6% (previously up mid-single digits) Operating leverage of ~50% (unchanged) Adjusted EPS of ~$4.85 (previously ~$4.70) (vs. consensus of $4.76) Adjusted free cash flow conversion of ~100% (unchanged) More on Johnson Controls International Johnson Controls International: Demand Strength Sustains Earnings Momentum Johnson Controls International plc (JCI) Presents at Barclays 43rd Annual Industrial Select Conference Transcript Johnson Controls International plc (JCI) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript Johnson Controls International Q2 2026 Earnings Preview Johnson Controls divestment talk shifts focus to what comes next: Barclays
SolarEdge Technologies press release ( SEDG ): Q1 Non-GAAP EPS of -$0.43 misses by $0.16 . Revenue of $310.5M (+41.5% Y/Y) beats by $5.03M . Free cash flow generated was $20.7 million, compared to $43.3 million in the prior quarter. The Company also provides guidance for the second quarter ending June 30, 2026 as follows: Revenues to be within the range of $325 million to $355 million vs $340.29M ...
SolarEdge Technologies press release ( SEDG ): Q1 Non-GAAP EPS of -$0.43 misses by $0.16 . Revenue of $310.5M (+41.5% Y/Y) beats by $5.03M . Free cash flow generated was $20.7 million, compared to $43.3 million in the prior quarter. The Company also provides guidance for the second quarter ending June 30, 2026 as follows: Revenues to be within the range of $325 million to $355 million vs $340.29M consensus; this range does not include significant one-time or pull forward of revenue. Non-GAAP gross margin* expected to be within the range of 23% to 27% Non-GAAP operating expenses* to be within the range of $86 million to $91 million. Shares -3.6% PM. More on SolarEdge Technologies SolarEdge: Back From The Brink, But Still Has Work To Do (Earnings Preview) SolarEdge Technologies: Up 200% In 12 Months And Room For More Ahead SolarEdge Technologies, Inc. (SEDG) Discusses Solid-State Transformers and Infrastructure Solutions for AI Data Centers Transcript SolarEdge Technologies Q1 2026 Earnings Preview SolarEdge launches new commercial storage system in Europe, Asia
Even if the latest surge proves unsustainable and shares of Nvidia (NASDAQ:NVDA) are destined to fly under $200 per share for another quarter or even another year, it’s becoming harder to argue against the value case, even if you think the margins will compress by a bit and the growth takes a few backward steps. ... Nvidia’s 24.5x P/E Multiple Looks Like a Market Mistake — and the Value Argument I...
Even if the latest surge proves unsustainable and shares of Nvidia (NASDAQ:NVDA) are destined to fly under $200 per share for another quarter or even another year, it’s becoming harder to argue against the value case, even if you think the margins will compress by a bit and the growth takes a few backward steps. ... Nvidia’s 24.5x P/E Multiple Looks Like a Market Mistake — and the Value Argument Is Only Getting Louder the Longer Shares Drift Sideways
Iranian Foreign Minister Abbas Araghchi visited China Wednesday at the invitation of his Chinese counterpart Wang Yi. The two held bilateral talks. Contemporary Amperex Technology Co. Ltd. completed an H-share placement, raising gross proceeds of about HK$39.2 billion. China’s General Administration of Customs issued an urgent warning after a2 infant formula sold in the U.S. was recalled due to to...
Iranian Foreign Minister Abbas Araghchi visited China Wednesday at the invitation of his Chinese counterpart Wang Yi. The two held bilateral talks. Contemporary Amperex Technology Co. Ltd. completed an H-share placement, raising gross proceeds of about HK$39.2 billion. China’s General Administration of Customs issued an urgent warning after a2 infant formula sold in the U.S. was recalled due to toxin contamination.
Scatec ASA press release ( STECF ): Q1 basic EPS of -NOK 1.00. Consolidated revenues and other income were NOK 1,020M (vs. NOK 1,814M in Q1/2025). Proportionate revenues were NOK 1,640M (NOK 2,387M in Q1/2025), and EBITDA was NOK 774M (1,379M). Power production revenues were NOK 929M (NOK 1,623M), and EBITDA was NOK 702M (NOK 1,390M). More on Scatec ASA Scatec ASA 2026 Q1 - Results - Earnings Call...
Scatec ASA press release ( STECF ): Q1 basic EPS of -NOK 1.00. Consolidated revenues and other income were NOK 1,020M (vs. NOK 1,814M in Q1/2025). Proportionate revenues were NOK 1,640M (NOK 2,387M in Q1/2025), and EBITDA was NOK 774M (1,379M). Power production revenues were NOK 929M (NOK 1,623M), and EBITDA was NOK 702M (NOK 1,390M). More on Scatec ASA Scatec ASA 2026 Q1 - Results - Earnings Call Presentation Equinor reduces stake in solar firm Scatec to 8% in $169M sale Historical earnings data for Scatec ASA Financial information for Scatec ASA
Uber press release ( UBER ): Q1 Non-GAAP EPS of $0.72 beats by $0.03 . Revenue of $13.2B (+14.5% Y/Y) misses by $60M . Business model changes negatively impacted total revenue YoY growth by 9 percentage points, or 8 percentage points on a constant currency basis. Trips during the quarter grew 20% year-over-year (“YoY”) to 3.6 billion, driven by Monthly Active Platform Consumers (“MAPCs") growth of...
Uber press release ( UBER ): Q1 Non-GAAP EPS of $0.72 beats by $0.03 . Revenue of $13.2B (+14.5% Y/Y) misses by $60M . Business model changes negatively impacted total revenue YoY growth by 9 percentage points, or 8 percentage points on a constant currency basis. Trips during the quarter grew 20% year-over-year (“YoY”) to 3.6 billion, driven by Monthly Active Platform Consumers (“MAPCs") growth of 17% YoY and monthly Trips per MAPC growth of 3% YoY. Gross Bookings grew 25% YoY to $53.7 billion, and 21% on a constant currency basis. For Q2 2026, we anticipate: Gross Bookings of $56.25 billion to $57.75 billion, representing growth of 18% to 22% YoY on a constant-currency basis. Our outlook assumes a roughly 2 percentage-point currency tailwind to total reported YoY growth. Non-GAAP EPS of $0.78 to $0.82, representing growth of 31% to 38% YoY. Our outlook translates to Adjusted EBITDA of $2.70 billion to $2.80 billion. Shares +7% PM. More on Uber Uber Q1 Preview: The American Superapp Uber: The Profit Machine Awakens (Rating Upgrade) Uber: Favorable Ride Pricing Tailwinds For 2026 Underlie A Cheap Ebitda Multiple Uber Technologies set to report Q1 results amid autonomous bets, growth in focus Earnings Scorecard: 29 of 32 industrial companies beat EPS estimates this week
Natural Resource Partners press release ( NRP ): Q1 GAAP EPS of $1.44. Revenue of $39.53M (-34.7% Y/Y). Generated $33.8 million of free cash flow in the first quarter of 2026 before the $39.2 million capital investment in its soda ash business Paid fourth quarter 2025 distribution of $0.75 per common unit Paid special cash distribution of $0.12 per common unit to help cover unitholder tax liabilit...
Natural Resource Partners press release ( NRP ): Q1 GAAP EPS of $1.44. Revenue of $39.53M (-34.7% Y/Y). Generated $33.8 million of free cash flow in the first quarter of 2026 before the $39.2 million capital investment in its soda ash business Paid fourth quarter 2025 distribution of $0.75 per common unit Paid special cash distribution of $0.12 per common unit to help cover unitholder tax liabilities associated with owning NRP's common units in 2025 Declares first quarter 2026 common unit distribution of $0.75 per unit. NRP had $185.4 million of available liquidity at March 31, 2026, consisting of $31.5 million of cash and cash equivalents and $153.9 million of borrowing capacity available under its revolving credit facility. NRP's consolidated leverage ratio was 0.4 x at March 31, 2026. More on Natural Resource Partners Natural Resource Partners: Nearing Debt-Free Status, But Margin Of Safety Shrinks (Rating Downgrade) Natural Resource Partners L.P. Common Units (NRP) Q4 2025 Earnings Call Transcript NRP signals delay in distribution increase to November following $39M soda ash JV investment Top small-cap energy stocks surging above 200-Day moving average Dividend scorecard for Natural Resource Partners
Uber Technologies Inc. provided a better-than-expected forecast for bookings, signaling that robust demand from US commuters and travelers will offset impact from geopolitical tensions in the Middle East. The ride-hailing service guided total gross bookings to between $56.25 billion and $57.75 billion for the three-month period ending in June, while analysts on average looked for $56.23 billion. T...
Uber Technologies Inc. provided a better-than-expected forecast for bookings, signaling that robust demand from US commuters and travelers will offset impact from geopolitical tensions in the Middle East. The ride-hailing service guided total gross bookings to between $56.25 billion and $57.75 billion for the three-month period ending in June, while analysts on average looked for $56.23 billion. Total gross bookings include ride hails, delivery orders and driver and merchant earnings but not tips. Uber’s core US rideshare business will “accelerate further” this year, Chief Executive Officer Dara Khosrowshahi said in prepared remarks. Heightened insurance costs, which had contributed to higher fares and weighed on the US business, have been moderating. That’s led to meaningfully improved trip growth in the hardest-hit markets, such as San Francisco and Los Angeles, he said. Total gross bookings grew 25% to $53.7 billion for the three months ended March 31, exceeding the Bloomberg-compiled analyst estimates of $52.9 billion. Bookings expanded at the fastest pace since late 2022 thanks to strength in Uber’s core US business, delivery demand in international markets, as well as a return to growth by its freight unit. Shares of Uber jumped more than 9% to $79.69 at 7:06 a.m. in premarket trading in New York after the results were released. Rideshare peer Lyft Inc. also rose about 4%. Uber’s results will set expectations for the broader ride-hailing and food-delivery industries, as Wall Street is tracking closely the fallout of the war in Iran on gig-economy drivers and travel demand. Delivery rival DoorDash Inc. is scheduled to release its financials on Wednesday afternoon, while Lyft will report on Thursday. Uber has also been investing to expand its higher-margin premium offerings, focusing on bigger-spending corporate travelers and providing luxury services with professional chauffeurs. It has set a target for its business-to-business operations to serve as many as 1 ...