The PCE priceindexis the Fed's preferred inflation gauge. Quarterly, it rose 2.1% annualized in the third quarter, down from 5.0% in the second, and core rose 2.5% against 3.3%. Yet monthly data for September show headline up 0.5% and core up 0.3%, with year-over-year …
Musalem said additional firming ofMonetary Policywould be necessary and soon, arguing that earlier, smaller steps are less disruptive than later, larger ones. Logan, who voted to hold this week, said the committee needs to implement at least two more 25 basis point increases and …
Fabrinet builds optical communication components, automotive parts, medical devices and industrial lasers and sensors for customers, according to the company description. A contract model typically produces thin percentage margins on large volumes: revenue can climb quickly while gross margin stays near 12%, so profit …
Gross margin is the lever to watch. The second quarter non-GAAP margin of 39.3% compares with a guide of 40.0 to 42.0%, which implies improvement of roughly 70 to 270 basis points, simple arithmetic on the ends of the range. Management called AI data …
North America carried the second quarter, with US and Canada RevPAR up 5%, while international RevPAR slipped 0.5% and Europe, the Middle East and Africa fell about 5% as conflict in the Middle East cut travel. Marriott raised full-year worldwide RevPAR growth to 3.0 …
In fiscal 2026 Asia Pacific organic sales rose mid-single digits on Asia travel retail, with Korea, Hong Kong and Hainan growing, while rest of mainland China travel retail fell after a change in duty-free retailers at the Beijing and Shanghai airports. Mainland China overall …
IDEXX sells diagnostic tests and instruments to veterinary clinics, so itsRecurring Revenuefollows clinic traffic and testing intensity. When visits decline, growth must come from more tests per visit and price. The company has pointed to new products to do that: CancerDx has passed 10,000 …
The fiscal 2027 outlook for net sales of USD 7.6 billion to USD 7.7 billion implies growth of 13 to 14% from USD 6.72 billion, but the lift comes substantially from theAcquisitionof GOJO rather than from the base business, which is a mechanism investors …
Data center is the engine: first-half segment revenue was USD 12.5 billion, up 81%, driven by EPYC server CPUs and Instinct MI350 accelerators. The next step is Helios, a rack-scale system built on MI450 chips; initial shipments are slated for late in the third …
PublishedOptionsdata as of October 30 show an implied move of about 14.4%, against a ten-year average near 16.0%. With revenue and margin disclosed, the open items are EPS, operating expenses,Cash Flowand second quarter guidance. Cash is the sensitive point. Fiscal 2026Operating Cash Flowwas negative …