반응형 ShareBuybacks7 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. T-Mobile (TMUS) Stock: Phone Metrics It Stopped Reporting T-Mobile US, Inc. (NASDAQ: TMUS) added 277,000 postpaid accounts in the second quarter of 2026, -12.9% from a year earlier, while service revenue grew +8.9% to $18.98 billion and Core Adjusted EBITDA grew +11.7% to $9.54 billion. Starting with the first quarter of 2026, the company stopped reporting postpaid phone net additions and phone churn, and the last phone churn figure it published, for t.. 2026. 10. 19. Booking Holdings (BKNG) Stock: Buybacks Beyond Cash Flow Booking Holdings Inc. (NASDAQ: BKNG) grew second-quarter 2026 revenue +8.1% to $7.35 billion and adjusted EPS +15% to $2.54, which is exactly the shape of its own long-term algorithm. About 41% of that EPS gain came from a smaller share count, and from 2022 through 2025 the company returned 107.3% of its free cash flow to shareholders. The shares are down -23.7% this year, and the open question .. 2026. 10. 17. AutoZone (AZO) Stock Analysis: ROIC Down 11 Quarters AutoZone, Inc. (NYSE: AZO) has spent $39.85 billion buying back its own stock since fiscal 1998, but its adjusted after-tax return on invested capital has now fallen for 11 straight quarters, to 36.3% in the quarter ended May 9, 2026. Trailing twelve-month (TTM) GAAP EPS is only 1.6% below where it stood at the September 2025 share price high, so nearly all of the drop in the stock came from a l.. 2026. 9. 17. Previous 1 2 Next 반응형
