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Investors aren’t buying the earnings story this summer, in contrast to the spring rally that powered stocks to a record high in early June, suggesting a tough climb for markets over the back half of the year. Nearly 85% of companies are beating estimates, compared with the recent average of around 80% and the historic reading of around 68%, and LSEG figures suggest overall second-quarter profit growth of 27%. Earnings growth forecasts for the year remain robust, with analysts penciling in a 29.6% advance from 2025 levels, next year’s pace tailing off to around 17%.

VRT heads into Q2 earnings with expectations for strong revenue and EPS growth as AI-driven demand, partnerships and expansion fuel momentum.

Teradyne's Q2 earnings are likely to benefit from AI-driven demand, robotics momentum and new products supporting growth as investors weigh its premium valuation.

RNG tops Q2 earnings and revenue estimates as subscription growth, expanding AI adoption and higher margins drove stronger results and a higher 2026 outlook.

Although the revenue and EPS for Halliburton (HAL) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

ENVA's Q2 results benefit from higher revenues and improving credit quality. However, shares fall as rising expenses weigh on investor sentiment.

KNX's Q2 earnings beat estimates as truckload pricing, network efficiency and intermodal growth lift margins and profitability.

Intel strong earnings weren’t enough to keep the stock’s gains going on Friday. Late Thursday, Intel reported per-share earnings that were almost double what analysts had forecast for the second quarter, while revenue jumped ahead of estimates. Intel management said on Thursday’s earnings call that they were raising their 2026 capital expenditure estimates to more than $20 billion, up from around $18 billion, as the company works to meet the rising demand of its products.

SLB (NYSE:SLB) reported second-quarter revenue of $9 billion, up 3% sequentially, as growth in Latin America, Europe and Africa, U.S. land and Asia more than offset disruptions in the Middle East. Adjusted earnings per share were $0.55, up $0.03 from the prior quarter but down $0.19 from a year earl

Orchid Island Capital (NYSE:ORC) reported second-quarter 2026 earnings of $0.44 per share, compared with a loss of $0.11 per share in the first quarter, as book value and total return improved during the period. Controller Jerry Sintes said book value rose to $7.22 per share at June 30 from $7.08 a

WM heads into the Q2 earnings release with y/y revenue and EPS growth expected, led by collection and disposal gains, and a sharp rise in renewable energy sales.

HUM enters Q2 earnings with strong premium and membership growth expectations, but rising medical costs and expenses could test its bottom line.

Free cash flow rose 24.4% as adjusted EBITDA margin reached a record 40.1%

VLTO heads into Q2 results with a strong earnings beat streak as demand, acquisitions and segment growth set expectations for higher sales and profit.

MARA Holdings (MARA) is back in focus after disclosing the sale of 15,133 Bitcoin for about US$1.1b in March, alongside growing attention on its upcoming earnings report and projected EPS improvement, despite forecast revenue pressure. See our latest analysis for MARA Holdings. The recent Bitcoin sale and anticipation around MARA Holdings' August earnings update have coincided with a 2.90% 1 day share price return and an 11.82% 7 day share price return. However, the 1 year total shareholder...

Sensata (ST) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Sandisk Corporation (SNDK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Rockwell Automation (ROK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Huntington Ingalls (HII) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Advanced Energy (AEIS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.

INFY's Q1 fiscal 2027 earnings and revenues miss estimates as soft volumes and a client exit offset growth and rising AI sales.

NextEra Energy (NYSE:NEE) reported second-quarter 2026 adjusted earnings per share of $1.15, while adjusted EPS for the first six months of the year rose 9.8% from a year earlier. Chairman, President and CEO John Ketchum said the results reflected continued execution at Florida Power & Light Co.

Comfort Systems USA (NYSE:FIX) reported second-quarter 2026 revenue above $3 billion for the first time, as demand from technology and industrial customers helped drive higher bookings, record backlog and sharply improved profitability. Chief Executive Officer Brian Lane said the company generated

VZ beat Q2 earnings estimates on record margins, stronger subscriber growth and higher cash flow, prompting Verizon to raise its 2026 earnings outlook again.

TTE's Q2 earnings and sales miss estimates as lower production offset higher revenues, stronger cash flow and refining gains.

GNRC heads into Q2 with C&I growth, strong data center backlog and improving margins offset by softer residential demand.

HCA tops Q2 EPS estimates on higher admissions and revenue per admission but trims parts of its 2026 guidance as higher expenses and weaker surgical volumes weigh on results.

Cleveland-Cliffs beat Q2 estimates as higher steel prices lift revenue and margins despite lower shipment volumes.

Verizon Communications (VZ) raised its full-year earnings outlook on Friday amid phone subscriber ga