Corporate Earnings

Last quarter Dynatrace (NYSE:DT) beat its own range on both lines. Revenue of USD 554.55 million beat the USD 551 million top end by about USD 3.55 million, and adjusted EPS of USD 0.48 beat the USD 0.45 top end by 3 cents, simple …

Margin is the swing factor. Management estimates a USD 120 million memory cost headwind this year and says about USD 90 million of price increases, plus productivity and currency benefits, offset most of it. Zebra Technologies (NASDAQ:ZBRA) guided third quarter adjusted EBITDA margin near …

Cornerstone closed, so the third quarter includes three added plants for a full quarter, and last quarter the fleet capacityFactorwas 51 percent. Watch the PPL zonal basis, which widened to about USD 20 per megawatt hour from a historical norm near USD 9 on …

The 1 percent same-store sales gain against 5 percent transaction growth implies lower average spend per order, a sign of discounting or mix, though the company's commentary should confirm. Yum China (NYSE:YUMC) targets more than 20,000 stores in 2026, with more than 1,900 net …

Industrial revenue was USD 402 million, up 7.8 percent with 7.2 percent organic growth, and Consumer was USD 362 million, up 6.5 percent with 6.2 percent organic growth. Risk and Compliance Software fell 17.5 percent to USD 52 million because of a divestiture, though …

Housing is the swing business. The outlook moved from a modest decline to modest growth, helped by cheaper catastrophe reinsurance and a non-catastrophe loss ratio near 35 percent, and a FreedomMortgagelender-placed win covering about 2.6 million loans ramps over twelve months. The risk is …

Group disability income fell 17.4 percent, Unum International adjusted operating income dropped 41.6 percent to USD 24.3 million on a 19.4 percent sales decline, and the corporate loss grew to USD 44.5 million from USD 31.7 million. The closed block, mainly long-term care, lost …