반응형 EquityResearch28 Schlumberger (SLB) Stock: Organic Sales Fall and a $4.1B Bet SLB N.V. (NYSE: SLB), the oilfield services company long known as Schlumberger, grew second-quarter 2026 revenue +5% to $8.972 billion, but only because of ChampionX, the chemicals and artificial lift business it bought in July 2025. Without ChampionX's $870 million, revenue was -5%, and EPS excluding charges and credits fell -26% to $0.55. On August 31 the company agreed to buy Kelvion, a maker.. 2026. 10. 23. Meta (META) Stock: Negative FCF Meets Non-Voting Class C Meta Platforms, Inc. (Nasdaq: META) grew third-quarter revenue +26.1% to $64.60 billion, but capital expenditures including finance-lease principal of $34.91 billion exceeded operating cash flow of $32.79 billion, leaving free cash flow at -$2.12 billion. On the same day the company announced a new class of non-voting Class C stock, to be distributed one for one on every existing share, and name.. 2026. 10. 23. Tesla (TSLA) Stock: 62% of Q3 Operating Income Was a Refund Tesla, Inc. (NASDAQ: TSLA) earned $718 million of operating income in the third quarter of 2026, -56% from a year earlier, and the 10-Q shows that a net $447 million of it came from refunds of IEEPA tariffs that the Supreme Court struck down. Without that refund, operating income was $271 million and the operating margin was 0.95%. Revenue held flat at $28.05 billion while the company said capit.. 2026. 10. 22. Raytheon (RTX) Stock: EPS Growth Is 18% Without the Refund RTX Corporation (NYSE: RTX) grew third-quarter 2026 adjusted EPS +33% to $2.26, but $0.25 of that came from refunds of IEEPA tariffs that the Supreme Court struck down. Without the refund, growth was +18%. The company raised its full-year adjusted EPS outlook from $7.10 to $7.25 up to $7.65 to $7.75, and its backlog reached a record $340 billion, 36% higher than a year earlier. The question is h.. 2026. 10. 22. Sanofi (SNY) Stock: Dupixent at 44% and Pipeline Write-Offs Sanofi (NASDAQ: SNY) grew second-quarter 2026 net sales +17.8% at constant exchange rates to €11.597 billion and lifted business EPS, its non-IFRS measure, +33.3% to €2.09, then raised its 2026 sales growth guidance from a high single-digit rate to about 10%. In the same quarter, IFRS basic EPS fell -91.0% to €0.29. Dupixent, the eczema and asthma antibody Sanofi shares with Regeneron, reached 4.. 2026. 10. 22. Delta Air Lines (DAL) Stock: 23.6% EPS Guidance Cut on Fuel Delta Air Lines (NYSE: DAL) cut its 2026 adjusted EPS guidance on October 9 from $6.50 to $7.50 down to $5.10 to $5.60, a -23.6% move at the midpoint. Three months earlier it had reaffirmed the same $6.50 to $7.50 range. Third-quarter adjusted EPS came in at $1.72, below the $2.00 to $2.50 the company had guided in July, even though adjusted operating revenue rose +16% to $17.585 billion on seat.. 2026. 10. 21. Previous 1 2 3 4 5 Next 반응형
