Latest News & Earnings

KMBKimberly-Clark
Q3 2026
EPS
$1.70
est $1.65+3.0%
Revenue
$4.13B
est $4.12B+0.2%

The sixth straight earnings beat lands three days after the $49 billion Kenvue deal closed, putting the debt load at the center of the story. Organic sales fell 1.3%, and management still reaffirmed its 2026 standalone outlook.

Quarterly EPS — reported vs estimate
PRKSUnited Parks & Resorts
Q3 2026
EPS
$1.74
est $2.04-14.8%
Revenue
$506M
est $511M-0.9%

Buybacks were the only reason per-share earnings rose at all: the diluted share count dropped to 46.0 million from 55.5 million. Attendance fell on bad weather, calendar shifts and weaker international visitation, and management offered no formal guidance, leaning instead on pass sales and 2027 bookings for Discovery Cove and group business.

Quarterly EPS — reported vs estimate
BDXBecton Dickinson
Q4 2026
EPS
$4.15
est $4.07+2.0%
Revenue
$5.27B
est $5.11B+3.1%

The first full quarter of the slimmed down MedTech company beat on both lines, and management guided fiscal 2027 adjusted EPS to $13.10 to $13.30 against $12.70 last year. Free cash flow jumped 42.5%, the tell that the Life Sciences spin is paying off.

Quarterly EPS — reported vs estimate
BCEBCE
Q3 2026
EPS
$0.53
est $0.70-23.8%
Revenue
$4.43B
est $6.12B-27.6%

Earnings came in nearly 24% below consensus, the first real miss in two years, as capital spending jumped 49% to fund the Bell AI Fabric data centre and the Ziply Fiber build. Management still reaffirmed 2026 guidance of 1% to 5% revenue growth and the $1.75 annualized dividend, so the question is whether the AI build pays off before free cash flow thins further.

Quarterly EPS — reported vs estimate
APDAir Products and Chemicals
Q4 2026
EPS
$3.61
est $3.61-0.0%
Revenue
$3.56B
est $3.34B+6.6%

Management guided fiscal 2027 adjusted EPS to $14.15 to $14.50, growth of 5% to 8%, after cutting capital spending by $1.8 billion and exiting two China coal gasification plants. Revenue came in 6.6% above expectations, with adjusted earnings essentially meeting estimates.

Quarterly EPS — reported vs estimate

Sponsored

Our fiscal 2026 results demonstrate the progress we are making to improve our core industrial gas business, strengthen execution, and allocate capital with discipline. We delivered 12 percent adjusted EPS growth, reduced capital expenditures by $1.8 billion, and expanded our industrial gas project backlog through new business wins.

Menezes is pitching Air Products as a leaner industrial gas operator, with $1.8 billion pulled out of capital spending while earnings still grew. Whether that discipline holds as the project backlog builds is the question for fiscal 2027 guidance.

IPO TERMS REVISED
Rezera Inc.RZRA · Nasdaq
$11–$13 / share$200M raise16,666,667 shares

Rezera sets $11-$13 range for $200 million Nasdaq IPO

Rezera just put a number on its Nasdaq debut: $11 to $13 for 16.67 million shares, a roughly $200 million raise with Jefferies, TD Cowen, Cantor and Wedbush PacGrow running the book. Pricing is the next step, and the range is the only shot investors get to gauge the deal before it trades.

Source: SEC filing
CICigna
Q3 2026
EPS
$7.98
est $7.51+6.3%
Revenue
$73.68B
est $72.45B+1.7%

Cigna lifted its full-year adjusted earnings floor to at least $30.60 a share, its fifth straight quarter topping consensus. Pharmacy Benefit Services pre-tax adjusted income fell on large client contract renewals, and management is spending $3 billion on a multi-year modernization push.

Quarterly EPS — reported vs estimate