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A Record Quarter Defined by Price and By-Product Tailwinds
Corning (NYSE:GLW) beat Q1 2026 EPS andRevenueestimates, with Optical Communications sales surging 36% year-over-year. Two new hyperscaler agreements and an upgraded Springboard plan signal one of the most consequential growth periods in the company's 175-year history.Key HighlightsQ1 2026 EPS of $0.70 exceeded the consensus …
An Exceptional Quarter Built on Structural and Cyclical Strength
A Broad-Based Beat With Strategic Momentum
A Resilient Start Across a Complex Landscape
Broad-Based Strength in a Volatile Quarter
Starbucks (Nasdaq:SBUX) delivered its first top andBottom Linegrowth in over two years in Q2 FY2026, with EPS up 22% and global comps accelerating to 6.2%. The Back to Starbucks turnaround is gaining measurable tractionKey HighlightsStarbucks reported Q2 FY2026 EPS of $0.50, beating the consensus …
United Parcel Service (NYSE:UPS) beat Q1 2026Earningsforecasts but shares fell as transitional costs weighed on margins. The AmazonVolumereduction is nearing completion, with the second half positioned as theMargininflection point.Key HighlightsUPS reported Q1 2026 EPS of $1.07, beating the consensus estimate of $1.03 by 3.88%.Revenuereached …
Welltower (NYSE:WELL) delivered 19% FFO per share growth in Q1 2025, raised full-year guidance, and announced recordAcquisitionactivity of $6.2 billion year-to-date. Senior housing operating fundamentals remain structurally strong.Key HighlightsWelltower reported Q1 2025 normalised FFO of $1.20 per diluted share, up 18.8% year-over-year.Senior housing operating …
Booking Holdings (Nasdaq:BKNG) delivered 16%Revenuegrowth and record shareBuybacksin Q1 2026, but the Middle East conflict is cutting approximately 3 percentage points from Q2 room night growth. Long-term travelDemandremains structurally intact.
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