Revenue missed consensus: Q4 revenue of $476.1 million fell roughly 7.9% below analyst estimates of approximately $517 million, declining 6% year-over-year. Adjusted EPS matched expectations: Adjusted diluted earnings per share came in at $2.19, precisely in line with Wall Street consensus, more than doubling from $0.87 a year ago.

Q2 2026 diluted earnings per share (EPS) of $1.04 beat the consensus analyst estimate of $0.93 by $0.11, marking a 22.4% increase from $0.85 in the same quarter last year. Net income available to common shareholders rose 21.3% year-over-year to $20.8 million, driven by record net interest income of $53.4 million and sustained expense discipline.

Revenue surged 25% year-over-year to $16.1 billion, exceeding the consensus estimate of $14.43 billion by approximately $1.7 billion. Non-GAAP earnings per share (EPS) of $0.42 came in well above the $0.22 analyst consensus, marking a swing from a loss of $0.10 per share in the year-ago quarter.

RTX Corporation reported Q2 2026 adjusted earnings per share (EPS) of $1.89 , handily beating the Wall Street consensus estimate of $1.66 by $0.23, a 13.9% positive surprise. Revenue reached $24.7 billion, up 14% year-over-year and 16% organically , exceeding analyst expectations of approximately $22.88 billion by nearly $1.8 billion.

VDE surged approximately 11% over the past 30 days, driven by a sharp rally in crude oil prices that pushed Brent above $100 per barrel and WTI near $92. Escalating geopolitical tensions in the Middle East — including Houthi attacks on Saudi oil tankers in the Red Sea and renewed U.S.-Iran hostilities — injected a substantial risk premium into energy markets.

PBR shares surged approximately 11.5% over the last 30 days, climbing from $17.03 on June 23 to $18.99 as of July 23, 2026, fueled by escalating Middle East geopolitical tensions and a sharp rally in crude oil prices. Brent crude rebounded roughly 27% from its early-July lows near $71.57 per barrel, driven by renewed US-Iran hostilities, Houthi attacks on Saudi-linked tankers in the Red Sea, and disruptions in the Strait of Hormuz.

BP shares surged approximately 11.7% over the last 30 days, rising from a closing price of $39.33 on June 23 to $43.94 as of July 23, 2026. The rally was fueled by escalating Middle East tensions that disrupted Strait of Hormuz shipping routes, driving Brent crude to average $103.85 per barrel in the second quarter — a sharp jump from $81.13 in Q1.

Canadian Natural Resources (CNQ) surged approximately 14.7% over the past 30 days, climbing from $41.02 on June 23 to $47.03 as of July 23, 2026, supported by a six-session winning streak. The rally was fueled by a rebound in crude oil prices tied to escalating U.S.-Iran tensions and the closure of the Strait of Hormuz, which disrupted nearly 20% of global oil supply flows.

MBLY plunged -15.95% during the regular session to $7.38, after an initial -5% premarket selloff following its Q2 2026 earnings release and a major leadership announcement. Founder and CEO Amnon Shashua announced he will step down after 27 years once a successor is found, injecting significant uncertainty with no immediate replacement identified.

EVH plunged -13.64% during regular trading Thursday, dropping from a prior close of $5.57 to an intraday low near $4.81, marking its steepest single-day decline in months. Citigroup analyst Daniel Grosslight downgraded Evolent Health from Buy to Sell, citing a less favorable risk/reward after the stock rallied more than +100% over the prior three months.

LBRT plunged -15.63% during regular trading hours to $21.21, erasing value despite a broader surge in oil prices driven by escalating U.S.-Iran hostilities. The sell-off is a direct reaction to Q2 2026 earnings released after the July 22 close: revenue beat at $1.2B (+14% YoY), but adjusted EPS of $0.09 declined -25% from $0.12 a year ago.

GFUZ tumbled -16.02% during regular trading Thursday, sinking to $6.92 from a prior close of $8.24, extending its relentless post-SPAC collapse now entering its second week. The stock has shed roughly 46% from its July 13 debut close of $11.00, as the initial first-day trading frenzy that briefly sent shares above $14 gives way to sustained selling pressure.

STM plunged -16.92% during regular U.S. market hours after issuing Q3 revenue guidance of $3.70 billion, roughly 2% below the $3.76–$3.79 billion analyst consensus. The Q3 outlook miss overshadowed an otherwise strong Q2 report: revenue rose +26% YoY to $3.49 billion, non-GAAP EPS of $0.31 beat estimates by $0.06, and the company swung from a year-ago loss to a $222 million net profit.

ACI plunged -21.64% during regular trading after the company reported Q1 FY2026 results that badly missed profit expectations, with adjusted EPS of $0.42 versus the $0.54 consensus. The selloff began in premarket trading immediately following the earnings release and accelerated into the regular session as investors digested the full scope of the miss.

Adjusted earnings per share (EPS) came in at $1.33 , narrowly missing the consensus estimate of $1.38, while revenue of approximately $34 billion was essentially in line with expectations. Adjusted operating income reached $11.48 billion , exceeding the analyst consensus of $11.37 billion, driven by elevated commodity prices and robust trading performance.

Revenue reached a second-quarter record of $1.71 billion, up approximately 1% year-over-year and edging past the Wall Street consensus estimate of roughly $1.68 billion to $1.70 billion. Adjusted diluted earnings per share (EPS) came in at $2.99 , comfortably ahead of analyst forecasts that ranged from $2.91 to $2.98, while GAAP (Generally Accepted Accounting Principles) EPS was $2.88.

Adjusted earnings per share (EPS) of $4.68 surged 31% year-over-year, comfortably beating the consensus estimate of approximately $4.24. Total revenue reached $2.19 billion, up 15% from the prior-year period and roughly $100 million above Wall Street forecasts.

CSX reported earnings per share of $0.54 for Q2 2026, beating analyst expectations of $0.52. Revenue reached $3.935 billion, reflecting continued demand in merchandise and intermodal segments.

Subscription revenues reached $3,877 million, up 24.5% year-over-year. Total revenues hit $3,987 million, growing 24% from the prior year.

Revenues reached $31.6 billion, up 2.3% year over year. Adjusted EPS rose to $0.65 from $0.54 in the prior-year quarter.