반응형 All posts53 Linde (LIN) Stock Analysis: Price, Volume and Margin Trends Linde plc (NASDAQ: LIN) reported Q2 2026 revenue of $9.29 billion, up 9% year over year, and an operating margin of 27.5% that was lower than the same quarter last year for the first time in three years. This LIN stock analysis works through the price-and-volume split the company publishes itself in every earnings release, why operating income rose 40% across eleven quarters in which volume cont.. 2026. 9. 12. Uber (UBER) Stock Analysis: Gross Bookings vs Revenue Gap Uber Technologies (NYSE: UBER) processed $58.0 billion in gross bookings in the second quarter of 2026, up 24% year over year, while reported revenue rose only 12%. This UBER stock analysis works through where those twelve percentage points went, how a UK business model change rewrote the top line on January 2, 2026, why the trailing price-to-earnings ratio of 16.5x understates what investors ar.. 2026. 9. 11. ASML Stock Analysis: The Bookings Line That Went Missing ASML (ASML) Q2 2026 Earnings: Record Margin, Missing LineASML Holding NV (NASDAQ: ASML) reported second-quarter 2026 net sales of $10.9 billion equivalent, or €9.33 billion, with an operating margin of 37.1%, the highest in twelve quarters. The summary table at the top of that press release no longer carries a line the company had published for twenty straight quarters: net bookings. This ASML s.. 2026. 9. 11. Adobe (ADBE) Stock Analysis: Valuation After the CEO Change Growing 12.7% at 14x Trailing EarningsAdobe (NASDAQ: ADBE) grew fiscal Q2 2026 revenue +12.7% year over year to $6.62 billion, yet the stock trades at 14.2x trailing GAAP earnings, the bottom 5% of its own 60-month range. This ADBE stock analysis works through what the company deleted from its own filings, how its two reporting segments actually grew, why only the asset multiple still sits above.. 2026. 9. 10. Texas Instruments (TXN) Stock Analysis: Cash Flow and Capex Texas Instruments (NASDAQ: TXN) posted trailing-twelve-month free cash flow of $6.53 billion in Q2 2026, seven times the $940 million trough of two years ago. This TXN stock analysis takes that number apart using the company's own reconciliation table: how much of the recovery its operations actually produced, what the company added to the definition of free cash flow in Q1 2025, when it quietly.. 2026. 9. 10. American Express (AXP) Stock Analysis: Credit Metrics Reset American Express (NYSE: AXP) reported second-quarter 2026 revenue net of interest expense of $19.6 billion, up 10 percent year over year, with diluted earnings per share of $4.53. This AXP stock analysis works through the company's monthly credit statistics, the April 2026 change in how those statistics are calculated, the June sale of charged-off balances, what actually drove pretax income grow.. 2026. 9. 10. Previous 1 ··· 3 4 5 6 7 8 9 Next 반응형
