Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Comstock targets a 25% solar recycling line start in August after reporting a Q2 net loss of $8.5M. The $20M mining asset sale would nearly triple its cash balance.
The reinsurance unit drove the 24.6% earnings jump past €165M. Premiums slipped 1.5% as rates softened, but the combined ratio held at 95.2% with no major catastrophes.
Protection premium doubles, VNB up 29%, but margin compresses to 26.2% on mix shift and GST 2.0. Cost ratio rises to 12% as distribution spend grows. Solvency remains strong at 1.96.
TSMC Q1 revenue beat by $120M, Q2 guidance above consensus. AI chip demand from Nvidia boosts outlook. CapEx guidance unchanged at $28-32B.
DTE reports Q2 earnings Thursday. Analysts see data-center demand as a tailwind for rate base growth. The report will show whether cost controls are closing the gap to the allowed 10% ROE.
SL Green raised FFO guidance by $1.20 a share, with $0.80 from an accounting change at One Vanderbilt. Manhattan leasing hit 1.2M sq ft in H1, but gains remain concentrated in trophy towers.
Consorcio ARA posted a 13% revenue increase in Q2 to 3.8B pesos. Net income rose 16%. Gross margin narrowed to 28.9% as costs rose. Debt fell 6%.
Regis Resources reported a lower lost-time injury frequency rate of 0.3 in Q4, beating the industry average. The company last week issued fiscal 2027 guidance.
Avidia Bancorp reported Q2 GAAP EPS of $0.39 on $29.86M revenue. Credit quality improved, but net interest margin tightened to 3.44% from 3.49%.
Gruma's Q2 net sales rose 8% to 24.4 billion pesos. U.S. tortilla revenue grew 10% on pricing and mix. Operating profit climbed 16%. The company continues to invest in U.S. capacity.
RingCentral raised its FY 2026 free cash flow forecast to $615M-$625M and increased the quarterly dividend to $0.125, citing AI monetization and partner growth.
Digital Realty raised 2026 core FFO guidance to $8.15-$8.20, backed by $4.25B-$4.75B capex. Record leasing spreads and AI demand drove the outlook. Alpha Score 48.
DLR's Q2 earnings call July 23 featured CEO Andy Power and CFO Matt Mercier. Alpha Score 48 flags mixed fundamentals. Forward-looking risks highlighted.
MaxLinear held its Q2 2026 earnings call July 23. CEO Kishore Seendripu and CFO Steven Litchfield discussed results and provided guidance for the third quarter.
Enova Q2 beats on EPS and revenue, credit improves, and the company raises 2026 adjusted EPS growth view to 30-35% as Grasshopper Bank deal nears close.
Enova reported record Q2 originations of $1.67B, up 24% YoY, and lifted full-year revenue guidance to $2.91B-$2.98B. CFO said credit models performing as expected.
OneConstruction Group reported a $13.2M net loss for FY2026, swinging from a $0.9M profit, as revenue fell 7.2% and admin costs surged 62.4%.
My Medic targets stronger profits beyond Q4. Med-Nap certification targeted by year end. Margin and tariff outlook in focus on the call.
VZ, NEE, SLB report before Friday's open. Verizon scores 53 Alpha, NextEra 53, SLB 57. Earnings across telecom, utilities, and energy.
Stewart Information Services posted a 12% drop in title revenue to $502 million as rising mortgage rates slowed purchase and refinance activity in Q2. CEO Fred Eppinger cited higher rates and low housing inventory. The stock fell 3% ahead of the release.
Digital Realty shares rose after Q2 earnings topped estimates and full-year guidance was raised. Data center demand from cloud and AI drove the beat. Alpha Score 48 reflects mixed risk-reward.
Liberty Energy lifted its 2026 capex target to $1.5B, driven by the PowerBridge JV with SLB. First power from the 3GW fleet is expected in Q4 2027.
Globe Life raised its 2026 net operating EPS forecast to $15.55-$15.95 and lifted share buybacks to $670M-$700M, while citing AI search disruption to DTC lead generation.
Huntington delivered an exceptional quarter with strong organic growth and profitability, completing the Cadence conversion. It continues investing in technology. Alpha Score 61.
American Express reports Q2 earnings Friday before the open. Wall Street expects $4.41 EPS on $19.7B revenue. AXP's Alpha Score sits at 50, reflecting a mixed outlook as credit costs rise.
Blackstone's Q2 distributable earnings rose 26% to $2B, topping analyst views. CEO Schwarzman said the firm is 'mindful' of 'excessive exuberance' in AI investments.
NVR missed Q2 estimates with EPS of $83.96 and revenue of $2.33B, down 10.4% YoY. New orders rose 9% as cancellations fell, boosting backlog.
Traton SE published its Q2 and half-year 2026 results. CEO Christian Levin and CFO Michael Jackstein presented highlights and answered analyst questions. Replay available.
Q2 non-GAAP EPS of $4.52 beat by $2.70 as organic sales rose 4%. The company lifted its FY26 adjusted EPS view to $16.90-$17.30 on a $38 billion backlog.
SFS Group Q2 revenue hit CHF 1.27 billion, up 5.7%. Adjusted EBIT margin slipped to 11.0% as ERP and facility costs weighed. Free cash flow fell. Full-year margin target of 12.0%-12.5% remains in place.