Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
LyondellBasell reported Q2 2026 earnings on July 31, with executives cautioning about forward-looking risks. The company carries a moderate Alpha Score of 55, indicating balanced risk for investors.
Perimeter Solutions beat Q2 estimates with revenue up 12% and adjusted EBITDA up 57%. The company raised full-year guidance citing strong wildfire season demand. Analysts at JPMorgan and Morgan Stanley participated in the call. Peak season lies ahead.
Ares Management held its Q2 2026 earnings call July 31. CEO Michael Arougheti and CFO Jarrod Phillips led the session. The company's Alpha Score is 41, labeled Mixed.
Titan International Q2 sales fell 7% to $420.6M, missing the $423.6M consensus on weak North American farm demand. Adjusted EPS of $0.11 matched expectations. CEO Paul Reitz says farmer caution is weighing on orders.
Moderna cut its 2026 sales forecast to $3B-$3.5B and posted a $1.2B Q2 loss. The RSV vaccine is now on the market. Cash burn is mounting as sales wane.
CFO Lin Tao said the Kumamoto Technology Center suspended production after a 5-plus intensity quake on July 28. Sites in Nagasaki and Oita resumed. Production in Kagoshima also restarted.
Credit Agricole's Q2 net income beat forecasts at €2.05B. CEO Gavalda denied merger reports between Banco BPM and MPS, saying the press reports are "completely false."
UFP Industries' Q2 earnings call drew five analysts as the stock carries an Alpha Score of 32. The full transcript will reveal the financial results that will shape the outlook.
LPL Financial reported Q2 2026 earnings July 30 at 5:00 PM ET. CEO Rich Steinmeier and CFO Matt Audette led the call. Alpha Score 51/100, Mixed. IR site has details.
Guardant Health's Q2 earnings call drew 14 analysts from JPMorgan, Goldman, and Morgan Stanley. The stock is Unscored by AlphaScala, with no signal yet.
Renault H1 Group operating margin hit 8.1%, ahead of the 7.5% full-year target. Revenue rose 10% to €27.4B. The next milestone is the Q3 report in October.
Franklin BSP Realty Trust (FBRT) held its Q2 2026 earnings call July 30. The call featured CEO Michael Comparato and CFO Jerome Baglien. Standard forward-looking disclaimers were provided.
BGC Group earned $0.28 a share in Q2, beating its own forecasts. FMX generated first revenue, and the SEC's T+1 plan could widen BGC's moat, Windeatt said. Dividend raised 6%.
Tempus AI (TEM) reported Q2 2026 earnings after the bell July 30. CEO Eric Lefkofsky and CFO Jim Rogers discussed quarter performance and outlook on the call.
Bel Fuse Q2 adjusted EPS of $1.42 topped the $1.30 consensus, and revenue of $185.2M beat estimates. The company lifted its full-year revenue guidance to $720M-$735M.
Hippo's Q2 premium rose 15% to $410M, Adjusted EBITDA loss narrowed to $12M. The company reiterated its 2027 profitability target as underwriting improvements take hold.
Markel Insurance Q2 adjusted operating income hit $376.5 million, up 40%. Underwriting profit in specialty insurance doubled to $142.1 million as the company launched Cortex, an AI underwriting unit built with Bain & Company.
Options traders are pricing Apple to swing 3.4% and Amazon 6.6% after the close. But flows suggest diverging sentiment: bearish on Apple, slightly bullish on Amazon.
Net profit doubled as the firm begins monetizing assets after years of building its platform. Co-founder Antoine Flamarion said exit activity is improving in private equity and real estate.
CONMED cut its 2026 revenue and EPS guidance after a 60% drop in elective surgical volumes in May. CEO Beyer called the pullback 'sudden and broad-based.' Shares fell 12% after hours.
Porch Group reported Q2 2026 earnings after the close July 29. CEO Matt Ehrlichman and CFO Shawn Tabak discussed results and outlook on the call with analysts.
Waystar beat Q2 revenue forecasts and raised its 2026 outlook, citing strong enterprise deal flow and higher transaction volumes across its healthcare payment platform.
Align beat Q2 earnings but missed Invisalign case volume and guided Q3 below estimates. CEO Hogan is betting on the new Palatal Expander for 2027 growth.
Mark Zuckerberg used Meta's earnings call to pitch AI optimism amid public skepticism. A $50,000 teacher bonus in Louisiana shows one path to change minds.
Extra Space Storage held its Q2 2026 earnings call July 29. CEO Margolis and CFO Norman led the session, with 15 analyst firms participating.
Qualcomm beat earnings estimates but issued light guidance, blaming a broad surge in memory and other input costs. CEO Cristiano Amon said prices will rise across the board starting Sept. 1.
Vulcan Materials' Q2 2026 earnings call covered aggregates demand and pricing. The company's Alpha Score of 53 reflects mixed sentiment. Full results are on the investor site.
Bureau Veritas posted 5% organic growth in H1, with Q2 accelerating to 5.5%. The company took a EUR 32M provision for compliance issues. Management cited LEAP | 28 strategy execution.
Orion Group Holdings reported Q2 2026 results after the July 28 close. CEO Travis Boone and CFO Alison Vasquez led the earnings call, discussing financials and outlook.
Tim Cook's last earnings call as Apple CEO: stock at record, memory crunch forces price hikes, AI gap widens. John Ternus takes over.