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Why Did Margins Widen at Teledyne (NYSE:TDY), CACI (NYSE:CACI) and Hexcel (NYSE:HXL) While Defence Sales Diverged?

Teledyne Technologies (NYSE:TDY), which makes digital imaging sensors, instruments and defence electronics, reported third-quarter results on Wednesday, October 21, 2026. Sales rose 9.4% to a record USD 1.68 billion. Non-GAAP diluted earnings, which exclude acquired intangible amortisation of USD 0.90 per share, were USD …

Vinay Lochav | 22 October 2026

Why Did Tesla (NASDAQ:TSLA), QuantumScape (NASDAQ:QS), Lithia Motors (NYSE:LAD) and Winnebago Industries (NYSE:WGO) Earn Away From Volume?

Tesla (NASDAQ:TSLA), the electric vehicle, energy storage and AI company based in Austin, Texas, published its third-quarter update after the close on Wednesday, October 21, 2026. Total revenue was USD 28.05 billion, against USD 28.10 billion a year earlier. Automotive revenue fell 3% to …

Vinay Lochav | 22 October 2026

How Did Thermo Fisher (NYSE:TMO), Danaher (NYSE:DHR), Medpace (NASDAQ:MEDP) and Integra LifeSciences (NASDAQ:IART) Beat on Modest Growth?

Thermo Fisher Scientific (NYSE:TMO), the Waltham, Massachusetts supplier of laboratory instruments, consumables and drug development services, reported before the open on Wednesday, October 21, 2026. Revenue rose 9% to USD 12.14 billion, with organic growth of 6%. Adjusted EPS rose 15% to USD 6.68, …

Vinay Lochav | 22 October 2026

How Do Medical Costs and Medicaid Exposure Split Elevance Health (NYSE:ELV), Molina (NYSE:MOH) and Healthcare Services Group (NASDAQ:HCSG)?

Elevance Health (NYSE:ELV), a large US health insurer operating Anthem plans and the Carelon services businesses, reported third-quarter results before the open on Wednesday, October 21, 2026. Adjusted diluted EPS rose 15.9% to USD 6.99, against the consensus estimate of USD 4.69, while GAAP …

Vinay Lochav | 22 October 2026

Why Did Defensive Margins Split at Philip Morris (NYSE:PM), Abbott (NYSE:ABT), Rollins (NYSE:ROL) and WD-40 Company (NASDAQ:WDFC)?

Philip Morris International (NYSE:PM), which sells Marlboro cigarettes outside the US alongside IQOS heated tobacco and ZYN nicotine pouches, reported third-quarter results on Wednesday, October 21, 2026 and raised its quarterly dividend 8.8% to USD 1.60 per share. Adjusted diluted EPS rose 5.4% to …

Vinay Lochav | 22 October 2026

How Are NextEra Energy (NYSE:NEE), Crown Castle (NYSE:CCI) and Waste Connections (NYSE:WCN) Growing Cash Flow After a Fed Hike?

NextEra Energy (NYSE:NEE), the owner of Florida Power & Light and the developer NextEra Energy Resources, reported third-quarter results on Wednesday, October 21, 2026. Adjusted EPS rose 9.7% to USD 1.24, against the consensus estimate of USD 1.19. Florida Power & Light contributed USD …

Vinay Lochav | 22 October 2026

How Far Ahead Do Kinder Morgan (NYSE:KMI), Oceaneering (NYSE:OII) and Liberty Energy (NYSE:LBRT) See Energy Demand After Results?

Kinder Morgan (NYSE:KMI), the Houston-based pipeline and terminal operator, reported third-quarter 2026 results on Wednesday, October 21, 2026. Adjusted earnings per share were USD 0.35, against the consensus estimate of USD 0.33, and GAAP earnings per share were USD 0.34, both up 21%. Revenue …

Vinay Lochav | 22 October 2026

Why Are Freight Margins Outrunning Volumes at CSX (NASDAQ:CSX), Knight-Swift (NYSE:KNX) and Wabtec (NYSE:WAB) After Results?

CSX (NASDAQ:CSX), the Jacksonville-based freight railroad serving the eastern United States, reported third-quarter 2026 results at 4:02 p.m. ET on Wednesday, October 21, 2026. GAAP diluted earnings per share were USD 0.57, against the consensus estimate of USD 0.53 and USD 0.37 a year …

Vinay Lochav | 22 October 2026

Why Did Travel Demand Split by Region at Southwest Airlines (NYSE:LUV), Las Vegas Sands (NYSE:LVS) and Wyndham Hotels & Resorts (NYSE:WH)?

Southwest Airlines (NYSE:LUV), the Dallas-based carrier, reported third-quarter 2026 results at 4:17 p.m. ET on Wednesday, October 21, 2026. Earnings excluding special items were USD 0.66 per share, against the consensus estimate of USD 0.58 and USD 0.11 a year earlier, and GAAP diluted …

Vinay Lochav | 22 October 2026

Why Did Industrial Activity Lift Sales at United Rentals (NYSE:URI), Graco (NYSE:GGG) and UniFirst (NYSE:UNF) but Not All Margins?

United Rentals (NYSE:URI), the Stamford, Connecticut equipment rental group, reported third-quarter 2026 results after the close on Wednesday, October 21, 2026. Adjusted earnings per share reached USD 15.55, against the consensus estimate of USD 14.03, while GAAP diluted earnings were USD 14.77. Rental revenue …

Vinay Lochav | 22 October 2026
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