Clarifo Research · Tutkimuskirjasto
@clarifo
Clarifo Research
Kirjoittajan julkiset analyysit uusimmasta alkaen.
Ally Q3 2026 profit rose 8.8% as Corporate and Other offset weaker Auto Finance, while revenue and pre-tax income increased.
Goldman Sachs Q3 2026: revenue rose 23% on equities and banking, while EPS jumped 38.9% on a lower share count and lighter litigation costs.
CNA Q3 2026 earnings fell 51% as a long-term care reserve charge and weaker P&C margins weighed on results.
Loews Q3 2026 revenue rose 1.9%, but CNA reserve charge cut net income 39.3% to $306 million and weakened margins.
Nextpower Q2 FY27 revenue rose 22.5% to $1.11B, margins slipped, and full-year revenue guidance was raised to $4.2B-$4.45B.
Reddit’s fiscal Q3 2026 revenue jumped 53% to $895M, with net income, cash flow and user metrics also surging.
Southern First Q3 2026 profit jumps 41% as net interest income rises and margin expands, offset by weaker fee income.
Capital City Bank Group Q3 2026: net profit rose 6.2% on stronger margins and credit benefits, despite lower fees and shrinking loans.
Mercantile Bank Q3 2026 revenue rose 17%, but diluted EPS fell 4.8% as share count increased and costs weighed on profit.
Thermo Fisher Q3 2026: sales rose 9.1%, operating income jumped 16.6%, but higher interest and taxes cut net margin to 14.2%.
eBay Q3 2026 revenue rose 13.7%, but higher costs and taxes cut GAAP profit and reduced EPS; Q4 guidance is $0.82-$0.87.
Hasbro Q3 2026 operating income jumps 51.7% on Magic growth and tariff refunds; company raises full-year guidance.
Alcoa Q3 2026: net income doubled on 23.7% revenue growth, while adjusted EBITDA declined from Q2 and Q4 costs are set to rise.
Kesko Q3 2026: comparable operating profit rose to €231.4 million and full-year guidance was lifted to €690-730 million before Dahl deal.
Huhtamäki Q3 2026: sales and EBIT rose, but a EUR 23M contract skewed profit as North America weakened and cash flow fell
Netcompany’s Q3 2026 revenue rose 8.1%, profit swung higher on lapped charges, but cash weakened and guidance was raised.
Amazon Q3 2026: AWS boosts record operating income as revenue rises 12.1% and AI investment pressures free cash flow.
Lue analyysiWEX Q3 2026: revenue rose 12.8%, operating income 30.1%, cash flow turned negative, and full-year revenue guidance was raised.
Sterling Q3 2026 revenue jumped 127% to $1.56B, operating margin rose, gross margin slipped, and guidance was raised.
Terex Q3 2026 sales jump 58.4% on REV deal, but margins slip and EPS barely rises; guidance narrowed to $8.0-$8.2 billion.
SCI Q3 2026: EPS up 24%, revenue rises 4.6%, but divestiture gains and thinner gross margin cloud results.
Bittium Q3 2026: net sales doubled, operating profit surged and guidance improved on Defence deliveries and licensing.
Coca-Cola’s Q3 2026 operating income rose 12.1%, margin widened to 33.4%, and full-year EPS guidance was raised to at least 11%.
Anthropic H1 2026 loss was driven by a $72.4B fair-value remeasurement, while operating performance improved sharply.
Lue analyysiWells Fargo Q3 2026 EPS rose 12.7% on buybacks and cost cuts, while revenue grew just 2.0% and provisions increased 51%.
Microsoft Q4 2026 revenue rose 18% as cloud and AI fueled growth, with Azure, Copilot and a surging backlog boosting outlook.
Lue analyysiKnight-Swift Q3 2026 revenue rose 14.2% as truckload pricing boosted margins, though easy comps inflated profit growth.
Pihlajalinna Q3 2026: revenue and margins fell as contract losses and weak demand hit, prompting a lower 2026 guidance.
Toivo Group Q3 2026: revenue rose 45%, but profit fell and cash flow remained negative; full-year guidance is EUR 65-85m revenue.
Rexford Q3 2026: net income plunges on impairments, but Core FFO holds at $0.60 and guidance rises to $2.41-$2.44.
TietoEVRY Q3 2026: revenue fell 14%, but cost cuts lifted profit and margins despite weaker organic growth.
Bread Financial Q3 2026: pretax income up 6.6% on loan growth, while net income fell 17% amid a prior-year tax benefit.
Valmont Q3 2026: revenue rose 5.5% and profit jumped 22%, while gross margin slipped; full-year EPS guidance was raised.
Celestica Q3 2026 revenue jumped 82.5% to $5.83B, with higher margins and a lowered 2026 free cash flow outlook.
Amkor Q3 2026: flat sales, gross margin up to 18.3% and net income up 50.6%; Q4 guidance points to slower profit.
Whirlpool’s Q3 2026 profit nearly vanished as sales fell 8.8%, with a GAAP loss and weak cash flow guidance.
VNV Global Q3 2026: NAV per share fell 19% in nine months as BlaBlaCar and Voi markdowns drove a USD 106.67 million loss.
Public Storage Q3 2026: revenues rose 11.6%, Core FFO edged up, and deal costs weighed on GAAP earnings; guidance was raised.
Cincinnati Financial Q3 2026: operating income nearly flat as lower investment gains cut net income 59% despite reserve release.
Tekova Q3 2026: revenue and backlog declined, but margin improved amid stronger project mix and cautious outlook.
Lue analyysiLakeland Financial Q3 2026: EPS hit record $1.14 as margins improved, but higher charge-offs and watch list growth cloud results.
Nordic forest companies typically value standing trees at fair value under IAS 41 while accounting for forest land separately under IAS 16.
Lue analyysiKreate Q3 2026: Revenue more than doubled to EUR 209.5m and EBITA margin rose to 6.2% on strong project growth.
Nokia Q3 2026: AI and Cloud sales grew, but restructuring charges दबressed margins and cash flow; outlook unchanged.
Lue analyysiMicro Systemation Q3 2026: strong revenue and record margin growth, but cash flow was flat as receivables absorbed profit.
Hexagon Q3 2026: 13% organic growth, EBITAC margin up, and reported EPS boosted by a one-off gain.
Modulight Q3 2026: revenue grew 6.9%, EBITDA margin reached 53%, but operating loss remained; outlook for 2026 stays positive.
Western Digital Q1 FY27: Revenue up 55.5%, operating income up 158% and gross margin widened to 57.8%.
Konecranes Q3 2026: sales up on Port deliveries, but orders and margins fell; 2026 guidance unchanged.
Storskogen Q3 2026: EBITA rose 6%, but higher financial costs reduced profit and EPS despite stronger sales.
Oceaneering raised revenue and operating profit in Q3 2026, but EPS fell after a debt refinancing loss and higher tax charge.
SpaceX Q3 2026 revenue surged 161% to $14.6B, with operating income turning positive on SI and Cursor acquisition gains.
Element Solutions Q3 2026: sales up 52%, organic growth 13%, margin pressured, and full-year EBITDA guidance raised.
Medpace Q3 2026: revenue rose 8.5% while EPS jumped 25.4%, with full-year revenue guidance of $2.835B-$2.855B.
Texas Capital Q3 2026: buybacks lifted EPS despite lower net income, higher expenses and provisions, with no guidance given.
Svenska Aerogel Q3 2026: Revenue rose 36.6%, losses narrowed, but cost of goods still exceeds sales.
IBM Q3 2026: revenue up 4.7%, net income up 25.6% on lower tax expense; software grew, consulting lagged.
Meta Q3 2026: 26% revenue growth, but legal charge and AI costs cut margins sharply. Guidance points to $73-76B Q4 revenue.
Waste Connections Q3 2026 revenue rose 7.3%, profit jumped 23.2%, and guidance for revenue, EBITDA and cash flow was raised again.
Moody's Q3 2026: EPS rose 18% on divestiture gain, adjusted EPS up 6%, with FY diluted EPS guidance reaffirmed at $16.00-$16.50.
Nordnet ökade rörelseresultatet 24% i Q3 2026 när intäkterna växte snabbare än kostnaderna, men avkastningen per sparad krona föll.
Swedbank Q3 2026: profit fell 3% as one-offs and higher costs outweighed 5% income growth, though Q2 recovery was strong.
Elevance Q3 2026 earnings rose on investment income, while operating gain slipped and full-year guidance was raised.
NextEra Q3 2026: GAAP EPS jumped 93% on hedge gains, while adjusted EPS rose 9.7% on investment growth at FPL and Energy Resources
Lindex Group Q3 2026: revenue rose 6.1% and adjusted operating profit improved 45.2% amid stronger omnichannel performance.
Lue analyysiDanaher Q3 2026: revenue up 8.3%, EPS boosted by tax benefit, while core growth improved outside respiratory.
Netflix Q3 2026: revenue up 11.8%, operating margin rose to 34.6% and results were helped by a prior-year Brazil tax charge.
Handelsbanken Q3 2026: profit rose on fee income and valuation gains, but weaker net interest income kept total income down.
MSCI Q3 2026 revenue rose 12.4% on market-linked fees, while buybacks boosted EPS 14.4% despite flat margins.
3M Q3 2026: EPS jumped on Solventum gain, while adjusted EPS rose 12% and sales increased 1% year over year.
AGNC Q3 2026: spread income stayed positive, but Agency MBS losses cut book value and drove a -12.7% economic return.
FactSet FY2026: revenue rose 6.7%, but GAAP profit and margins fell as compensation and one-time charges weighed on earnings.
Home Bancorp Q3 2026: net interest income rose, but higher expenses and credit deterioration cut profit and EPS.
Chord Energy’s Q3 2026 prelim update beat volume guidance, but missing financials leave earnings quality and cash flow uncertain.
SmartFinancial Q3 2026: higher earnings on loan growth, but margin narrowed as funding costs rose and core profitability softened.
RBB Bancorp’s Q3 2026 earnings rose on wider margins and better credit trends, but one-time gains inflated results.
Ponsse Q3 2026: orders rose 19%, but sales fell and underlying profitability weakened amid negative cash flow and rising inventories.
Acuvi Q3 2026: sales fell, but cash flow improved as working capital and inventory were reduced despite one-off charges.
Wintrust Q3 2026: revenue and profit rose on balance-sheet growth, while net interest margin stayed flat and credit costs increased.
Western Alliance Q3 2026: revenue and earnings rose on stronger spread income, but capital and tangible book declined.
Rocky Mountain Chocolate Factory Q2 2027: gross margin improved, but revenue and earnings fell and losses widened amid liquidity uncertainty.
Zeta Network Group FY 2026: revenue jumped, but mining losses, crypto impairment and financing costs drove deeper net losses.
Cleveland-Cliffs Q3 2026: higher steel prices and volumes lifted revenue, operating income and profitability, with upbeat 2027 outlook.
CBIZ Q3 2026: revenue rose 1.2% while operating income jumped 53.2%, with no guidance amid a pending sale.
Wulff-Group Oyj Q3 2026: revenue rose 15.8%, but profit and margins fell as one-off gains faded and services drove growth.
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Greystone Logistics Q1 2027 shows lost-customer fallout, negative gross margin, higher debt costs and growing liquidity and going-concern risk.
CoreWeave Q3 2026 is key to watch for hypergrowth, backlog conversion, rising debt, capital needs, and whether losses are narrowing.
Lue analyysiBNY’s Q3 2026 results showed 24% EPS growth, driven by double-digit fee revenue and NII gains despite higher expenses.
Plutonian Acquisition Corp. II swung to Q2 profit on trust interest, but liquidity, going-concern risk and the NT1 deal remain key risks.
Interactive Brokers Q3 2026 revenue and EPS rose on higher client balances and margin loans, while trading activity stayed mixed.
Bank of America Q3 2026: ingresos y NII suben, pero un cargo regulatorio y mayores gastos ocultan la mejora real.
Nordea Q3 2026 review: resilient profitability, strong capital, strategic investments in tech and AI, and mixed market conditions.
EDC Q2 2027: revenue fell 11.9%, costs eased pre-tax losses, but a lost tax benefit widened net loss and EPS decline.
Morgan Stanley Q3 2026: Wealth Management and equities boosted results, but credit costs and spending kept quality mixed.
Fastenal Q3 2026 sales rose 15.5% as larger customer mix lifted operating margin despite lower gross margin and limited cash flow detail.
State Street Q3 2026: revenues rose 13% on broad fee strength, lifting margins as expenses grew more slowly.
Home BancShares Q3 2026: récord de beneficios, pero empeoró la calidad de activos y cayeron préstamos y depósitos.