A Quarter That Missed But Showed Structural Depth
Mondelez International (Nasdaq:MDLZ) beat Q1 2026 EPS andRevenueestimates, with emerging markets growing 6.3% and European chocolate returning to share gains. Full-year EPS guidance was reaffirmed as incremental Middle East costs offset a stronger-than-expected start.Key HighlightsQ1 2026 EPS of $0.67 beat the consensus estimate of …
Waste Management (NYSE:WM) delivered Q1 2026 adjusted EPS of $1.81, beating consensus estimates, as freeCash Flownearly doubled year-over-year to $920 million. Disciplined pricing, automation gains, and renewable energy growth underpin a reaffirmed full-year outlook.Key HighlightsAdjusted EPS of $1.81 beat the consensus estimate of $1.75, …
A Strong Start With a Known Headwind Ahead
A Strong Quarter With a Notable Asterisk
PACCAR (Nasdaq:PCAR) reported Q1 2026Revenueof $6.8 billion andNet Incomeof $605 million, with gross margins expanding to 13.1%. Deliveries are set to accelerate in Q2, supported by strengthening freight rates, a 31.8% North AmericanMarket Share, and early prebuy activity ahead of 2027 emissions standards.Key HighlightsQ1 …
A Record Quarter Defined by Price and By-Product Tailwinds
Corning (NYSE:GLW) beat Q1 2026 EPS andRevenueestimates, with Optical Communications sales surging 36% year-over-year. Two new hyperscaler agreements and an upgraded Springboard plan signal one of the most consequential growth periods in the company's 175-year history.Key HighlightsQ1 2026 EPS of $0.70 exceeded the consensus …
An Exceptional Quarter Built on Structural and Cyclical Strength
A Broad-Based Beat With Strategic Momentum