Earnings

The Numbers: What the Quarter Delivered

Colgate-Palmolive (NYSE:CL) beat Q1 2026EarningsandRevenueforecasts, posting adjusted EPS of USD 0.97 and net sales of USD 5.32 billion, but revised its grossMarginguidance downward after flagging USD 300 million in additional costs tied to the U.S.-Iran conflict.Key HighlightsAdjusted EPS of USD 0.97 beat the USD …

EarningsPerformance and Valuation Context

Quanta Services (NYSE:PWR) entered 2026 with considerable institutional expectations riding on its infrastructure growth thesis. The first quarter delivered on nearly every dimension that matters:Revenue, margins,Backlog, and forward guidance all moved in the same direction. This was not a quarter carried by a single …

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, …