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Cencora Fiscal Q3 2026 Earnings: OneOncology Supports Margin Expansion
Cencora’s fiscal Q3 2026 revenue rose 5.1% to $84.8 billion, while GAAP diluted EPS increased 11.9% to $3.94 and adjusted EPS advanced 12.0% to $4.48. The OneOncology acquisition supported a 66-basis-point increase in GAAP gross margin and stronger U.S. Healthcare Solutions profit, although acquisition-related expenses and financing pushed net interest expense higher. Cencora repurchased $1 billion of shares and raised fiscal 2026 adjusted EPS guidance to $17.75-$17.95. International revenue and operating income also grew, led by European distribution and global specialty logistics.
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Wed, Aug 5
Kennametal Fiscal Q4 2026 Earnings: Raw-Material Pricing Lifts EPS to $2.91
Kennametal’s (NYSE: KMT) fiscal Q4 2026 revenue rose 43% to $736.6 million, with organic growth of 42%, while diluted EPS climbed to $2.91 from $0.28. GAAP operating margin reached 41.1%, largely reflecting a $252 million favorable timing gap between raw-material pricing and costs. Infrastructure led segment growth, but full-year operating cash flow fell to negative $4.0 million as higher tungsten prices, inventory and supplier prepayments absorbed cash. The company issued fiscal 2027 sales guidance of $3.33 billion to $3.45 billion and adjusted EPS guidance of $4.15 to $5.15.
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Wed, Aug 5
Dynatrace Q1 FY2027 Earnings: ARR Grows 17% as Cash Flow Rises
Dynatrace’s fiscal Q1 2027 revenue rose 16% year over year to $554.5 million, while ARR increased 17% to $2.136 billion. Non-GAAP diluted EPS improved to $0.48 from $0.42 and adjusted free cash flow climbed to $309.2 million, but GAAP diluted EPS fell to $0.12 as tax expense increased and non-operating income declined. The company lowered its reported-dollar full-year ARR and revenue ranges mainly because of foreign exchange changes, while retaining its constant-currency ARR growth outlook and modestly raising the midpoint of constant-currency revenue growth.
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Wed, Aug 5
Perrigo Q2 2026 earnings: Core sales softness weighs on margins
Perrigo (PRGO) reported fiscal Q2 2026 net sales of $1.023 billion, down 3.2% year over year. Core adjusted EPS fell 20.7% to $0.46, while Core adjusted operating margin narrowed 160 basis points to 13.0% as lower volumes, production under-absorption and unfavorable mix outweighed cost savings. Infant Formula improved and the Dermacosmetics divestiture gain lifted reported earnings, but underlying profitability declined. Perrigo reaffirmed its full-year outlook and expects stronger sequential performance in the second half.
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Wed, Aug 5
Choice Hotels Q2 2026 earnings: Room growth lifts adjusted EBITDA
Choice Hotels International reported Q2 2026 revenue of $441 million, up about 3% year over year, while diluted EPS fell to $1.41 from $1.75. Adjusted EBITDA rose 6% to $175 million as U.S. RevPAR increased 1.3% and global net rooms expanded 2.6%. GAAP net income declined 21% to $64 million, mainly because of a larger reimbursable deficit tied to franchisee tools and guest-delivery investments, along with SG&A timing and higher depreciation and amortization. The company also improved its 2026 RevPAR, royalty-rate, and net-room-growth outlooks.
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Wed, Aug 5
Zimmer Biomet Q2 2026 Earnings: Revenue Growth Supports Higher Guidance
Zimmer Biomet’s Q2 2026 net sales rose 4.8% to $2.177 billion, while diluted EPS increased 33.8% to $1.03 and adjusted EPS held at $2.07. GAAP profit benefited from lower acquisition-related costs and a lower tax rate, but adjusted operating margin fell to 25.7% from 27.8%. Technology and Data led product growth, while Knees were nearly flat. Operating cash flow reached $447.9 million, and the company raised its fiscal 2026 guidance, with organic constant-currency revenue growth now projected at 2.25% to 3.25%.TradingKey
Wed, Aug 5
BorgWarner Q2 2026 Earnings: Margin Expansion Offsets Organic Sales Decline
BorgWarner’s Q2 2026 net sales rose 0.3% year over year to $3.648 billion, while organic sales fell 1.2% as lower industry production and weaker Battery Energy Systems sales offset currency support. GAAP diluted EPS increased 30.1% to $1.34, and adjusted EPS rose 17.4% to $1.42. Adjusted operating margin expanded 100 basis points to 11.3%, supported by cost controls, while free cash flow was $492 million. The company raised full-year adjusted EPS guidance to $5.05-$5.30 and maintained its sales, margin, and cash flow outlooks.
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Wed, Aug 5
Elanco Q2 2026 earnings: Innovation demand lifts revenue and margins
Elanco Animal Health’s Q2 2026 revenue increased 10% to $1.368 billion, with organic constant-currency growth of 8%, while diluted GAAP EPS rose to $0.11 from $0.02. Adjusted EBITDA advanced 21% to $288 million and margin expanded to 21.2%, supported by U.S. Pet Health mix, pricing, and demand for Zenrelia and Credelio Quattro. Operating cash flow reached $277 million, and net leverage declined to 3.1x. Elanco raised its full-year revenue, adjusted EBITDA, adjusted EPS, innovation revenue, and year-end leverage targets.
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Wed, Aug 5
Taboola Q2 2026 Earnings: Ex-TAC Profit Growth Outpaces Revenue
Taboola’s Q2 2026 revenue rose 2.4% to $476.8 million, while diluted GAAP EPS improved to $0.01 from a $0.01 loss. Ex-TAC gross profit increased 11.8% to $192.4 million and adjusted EBITDA climbed 22.8% to $55.5 million, with its margin expanding to 28.8%. However, operating cash flow fell to $31.3 million and free cash flow nearly halved to $17.3 million. The quarter showed better adjusted profitability and a return to GAAP net income, but weaker cash conversion remains an important issue for investors to monitor.
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Wed, Aug 5
VPG Fiscal Q2 2026 Earnings: Revenue Growth Meets Currency-Driven Profit Pressure
Vishay Precision Group (VPG) reported fiscal Q2 2026 revenue of $83.9 million, up 11.7% year over year, while diluted EPS fell to a $0.13 loss from $0.02 in earnings. Gross margin narrowed to 38.6%, and adjusted EBITDA declined to $5.5 million as unfavorable foreign exchange, delayed steel-system shipments, and product mix weighed on profitability. Bookings reached $95.5 million with a 1.14 book-to-bill ratio. Management expects fiscal 2026 organic revenue growth above its previously outlined 8%–10% range and guided Q3 revenue to $84 million–$89 million.
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Wed, Aug 5
Circle Q2 2026 earnings: USDC growth cushions lower reserve yields
Circle’s Q2 2026 earnings included total revenue and reserve income of $701.3 million, up 7% year over year, diluted EPS of $0.18 versus a $4.48 loss, and adjusted EBITDA of $143 million, up 8%. Average USDC in circulation rose 25%, but a 66-basis-point decline in the reserve return rate limited reserve-income growth to 5%. GAAP profit benefited from sharply lower IPO-related stock compensation, while adjusted operating expenses grew 23% and revised guidance includes recognized Arc Token presale revenue.
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Wed, Aug 5
Owens Corning Q2 2026 Earnings: Flat Sales Came With Lower Margins
Owens Corning's Q2 2026 earnings showed net sales from continuing operations of $2.756 billion, up less than 1% year over year, while diluted EPS fell 2% to $3.84. Adjusted EBITDA declined 6% to $660 million and margin narrowed to 24% from 26%, as higher cost of sales outweighed modest revenue growth. Operating cash flow improved 22% to $398 million and free cash flow rose 54% to $199 million. Roofing and Insulation sales grew, but EBITDA declined across Roofing, Insulation, and Doors, while Q3 guidance calls for $2.6-$2.7 billion of revenue.
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Wed, Aug 5
Dorian LPG Q1 FY2027 earnings: Freight rates lift revenue 123%
Dorian LPG’s Q1 fiscal 2027 revenue rose 123.1% year over year to $187.9 million, while diluted EPS increased to $3.24 from $0.24. Fleet TCE rates climbed 91.1% to $75,926 per available day, supported by geopolitical disruption, stronger spot freight rates and more available days. Net income reached $138.3 million, including a $30.1 million gain on the sale of Cobra; adjusted net income was $107.2 million. Higher charter-in costs and bunker prices were notable offsets, while the expanding VLGC orderbook remains a longer-term risk.
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Wed, Aug 5
NW Natural Holdings Q2 2026 earnings: Revenue rose while adjusted EPS stayed flat
NW Natural Holdings reported Q2 2026 revenue of $243.6 million, up 3.1% year over year, and GAAP diluted EPS of $0.01 versus a $0.06 loss a year earlier. Net income improved to $0.6 million, while adjusted EPS remained $0.01 because the prior-year GAAP comparison included transaction and business development costs. SiEnergy profit doubled, but NW Natural and NWN Water earnings fell as O&M, depreciation, and financing costs offset higher utility margins. The company now expects 2026 EPS in the upper half of its $2.95-$3.15 guidance range.
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Wed, Aug 5
LivaNova Q2 2026 Earnings: Revenue Growth Lifts Guidance
LivaNova’s Q2 2026 revenue rose 10.8% to $390.6 million, while GAAP diluted EPS increased to $1.93 from $0.50 and adjusted diluted EPS reached $1.26. Cardiopulmonary and Neuromodulation each posted double-digit reported growth. The company raised constant-currency revenue growth guidance to 8%-9% and adjusted EPS guidance to $4.30-$4.40, but reduced adjusted free cash flow guidance to $140-$160 million. A $95.4 million discrete tax benefit materially boosted GAAP net income, while adjusted operating margin improved to 23.2% from 21.9%.
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Wed, Aug 5
NCR Atleos Q2 2026 Earnings: Flat Revenue, Wider Margins
NCR Atleos reported Q2 2026 revenue of $1.103 billion, essentially unchanged year over year, while diluted EPS rose 65% to $0.86. Net income attributable to Atleos increased 67% to $65 million and adjusted EBITDA advanced 25% to $254 million as gross margin expanded to 28.0%. Software and services growth, tariff refunds, productivity, settlement processing and lower vault cash costs offset weaker hardware-related activity, lower crypto transaction demand and elevated fuel and memory costs. Operating cash flow improved to $30 million, though cash conversion remained below quarterly net income.
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Wed, Aug 5
LP Building Solutions Q2 2026 earnings: OSB weakness drives profit decline
LP Building Solutions (NYSE: LPX) reported Q2 2026 net sales of $664 million, down $90 million year over year, and diluted EPS of $0.38 versus $0.77. Adjusted EBITDA fell to $79 million as lower OSB prices and volumes, weaker Siding shipments, and inflation outweighed higher Siding pricing. Siding sales declined 4% to $441 million, while OSB sales dropped 27% to $182 million and the segment posted a $21 million adjusted EBITDA loss. LP reaffirmed full-year Siding guidance and expects roughly 5% year-over-year Siding growth in Q3.
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Wed, Aug 5
Oaktree Specialty Lending Fiscal Q3 2026 Earnings: Credit Quality Improves as Income Slips
Oaktree Specialty Lending’s fiscal Q3 2026 total investment income fell 7.8% year over year to $69.4 million, while GAAP net investment income eased to $32.5 million and basic and diluted EPS declined to $0.35. Credit quality improved sequentially: non-accrual investments dropped to six from ten and represented 1.8% of debt investments at fair value, versus 2.6% in the prior quarter. NAV was nearly unchanged quarter over quarter at $15.70 per share, while net new investments were negative $27.3 million as repayments and exits exceeded funded activity.
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Wed, Aug 5
CLEAR Q2 2026 earnings: Revenue growth drives margin expansion
CLEAR (NYSE: YOU) reported second-quarter 2026 revenue of $277.8 million, up 26.6% year over year, and diluted EPS of $0.49 versus $0.26 a year earlier. Adjusted EBITDA reached $101.1 million, with margin expanding 900 basis points to 36.4%, while free cash flow rose to $189.0 million. Total bookings increased 32.8% to $295.9 million, ahead of revenue growth, and active CLEAR+ membership reached 8.3 million. The company raised its full-year free cash flow floor to $480 million and guided Q3 revenue to $284 million-$287 million.
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Wed, Aug 5
Edgewell Fiscal Q3 2026 Earnings: Organic Sales Return to Growth but Margins Contract
Edgewell Personal Care’s fiscal Q3 2026 net sales rose 1.7% to $570.1 million, with organic sales up 1.1% as North America returned to growth. GAAP diluted EPS from continuing operations fell to $0.26 from $0.46, while adjusted EPS held at $0.72. Adjusted gross margin slipped 30 basis points to 44.5%, and adjusted EBITDA declined to $78.9 million. Sun and Skin Care growth offset weaker Wet Shave sales, while Edgewell narrowed full-year adjusted EPS and EBITDA ranges without changing their midpoints and continued to assume a stronger fourth quarter.
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Wed, Aug 5
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