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Revenue Surprise Driven by Rate Recovery and Weather
Cummins (NYSE:CMI) Q1 2026 revenue of USD 8.4 billion beat estimates, with Power Systems delivering record performance driven by data centre demand, though GAAP EPS of USD 4.71 missed consensus due to USD 199 million in charges from the sale of its low-pressure fuel …
A Quarter of Broad-Based Outperformance
American Electric Power (NASDAQ:AEP) Q1 2026 operating EPS of USD 1.64 beat the USD 1.57 consensus, with revenue of USD 6.02 billion exceeding estimates, as the company raised its five-year capital plan to USD 78 billion on 63 gigawatts of incremental load commitments through …
Refining Margins Deliver the Quarter
A Profitable Quarter With a Revenue Asterisk
A Clean Earnings Beat Built on Core Infrastructure
Diamondback Energy (NASDAQ:FANG) delivered a materially stronger-than-expected first quarter, with both earnings and revenue exceeding Wall Street estimates by a considerable margin. The Midland, Texas-based independent oil producer reported adjusted earnings of USD 4.23 per diluted share against a consensus estimate of USD 3.30, …
ON Semiconductor (NASDAQ:ON) delivered first-quarter 2026 results that exceeded expectations across the board, signalling what management described as a definitive move beyond the cyclical trough. Revenue reached USD 1.51 billion, up 5% year-over-year, while adjusted earnings per share of USD 0.64 surpassed the consensus …
ON Semiconductor (NASDAQ: ON) Delivers Q1 2026 Earnings Beat Amid Cyclical Recovery
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