반응형 EquityResearch28 Intuitive Surgical (ISRG) Stock: The 3% to 5% Instrument Cut Intuitive Surgical (NASDAQ: ISRG) grew third-quarter revenue +21.7% to $3.05 billion and non-GAAP diluted EPS 25% to $3.00, and the shares rose +6.0% in the week of the results. On the same day the company said pricing actions starting in 2027 will lower instrument revenue per da Vinci procedure by roughly 3% to 5% at constant mix, and the third-quarter 10-Q shows a $450 million charge to settle.. 2026. 10. 25. Netflix (NFLX) Stock: A $2.8B Warner Fee and Record Buybacks Netflix (NASDAQ: NFLX) grew third-quarter revenue +11.8% to $12.87 billion at a 34.6% operating margin and bought back $4.80 billion of its own stock, the largest quarterly repurchase in its history. The shares still fell -6.6% in the week of the results. The third-quarter 10-Q and the shareholder letter explain the tension: the $9.50 billion of nine-month free cash flow includes the $2.8 billio.. 2026. 10. 25. General Motors (GM) Stock: EV Add-Backs and a $20B Buyback General Motors (NYSE: GM) grew third-quarter EBIT-adjusted +21.6% to $4.11 billion, raised its 2026 adjusted automotive free cash flow guidance to $11.5 billion to $12.5 billion, and approved a new $20 billion buyback. The shares still fell -9.6% in the week of the results. The third-quarter 10-Q and the earnings release show why the cash story is thinner than the headline: $4.24 billion of the .. 2026. 10. 25. SpaceX (SPCX) Stock: One Customer and a 90-Day Exit Clause SpaceX (Nasdaq: SPCX) earned its first operating profit as a public company in the third quarter: $2.79 billion on revenue of $14.58 billion, up +161.4%. The third-quarter 10-Q shows where much of that revenue came from. One unnamed customer accounted for 34.5% of it, and the cloud contracts behind that business run "typically three years and terminable by either party upon 90 days’ notice." The.. 2026. 10. 24. IBM (IBM) Stock: Organic Software Growth Is Just Over 4% International Business Machines Corporation (NYSE: IBM) grew third-quarter software revenue +8.3% to $7.80 billion, or 9% at constant currency, but the company's own prepared remarks put organic growth at just over four points of that, with the rest coming from deals such as the $11.6 billion purchase of Confluent in March. Total revenue rose 4.7% to $17.10 billion, and IBM kept its full-year re.. 2026. 10. 24. GE Aerospace (GE) Stock: Allowances Behind the Cash Flow GE Aerospace (NYSE: GE) grew third-quarter adjusted EPS +35.5% to $2.25 and raised every line of its 2026 guidance, yet free cash flow fell -13.5% to $2.04 billion. Nine-month free cash flow rose 13.4%, but that figure includes a $1.56 billion build in sales discounts and allowances, money owed back to customers later; without it, nine-month free cash flow was down 4.0%. The question is what a s.. 2026. 10. 24. Previous 1 2 3 4 5 Next 반응형
