Airbus SE reported Q1 2026 aircraft deliveries of 114 units, down 16% year-over-year and the lowest since 2009, driving a 52% drop in profits. The company reaffirmed its full-year 2026 guidance, targeting around 870 commercial aircraft deliveries and adjusted EBIT (earnings before interest and taxes) of approximately €7 billion.

Trimble's recent AI advancements, including SketchUp's Claude integration and Document Crunch acquisition, position it strongly in construction software. Stock has gained over 14% year-to-date, trading around recent highs amid positive analyst reaffirmations.

Recent sales of eBee VISION drones to the U. S.

TSEM shares have shown strong upward momentum in recent trading sessions, approaching 52-week highs. New partnership with Axiro Semiconductor for high-power SiGe (silicon-germanium) ICs targets U.

GlobalFoundries (GFS) shares have surged in recent weeks, trading near 52-week highs amid semiconductor sector strength. Robust demand for mature-node technologies supports margin potential in AI datacenters and critical power applications.

TSMC reported record first-quarter profits, up 58% year-over-year, fueled by robust artificial intelligence (AI) chip demand. The company raised its full-year revenue growth outlook to over 30% and increased capital expenditures to up to $56 billion to support AI expansion.

Viavi Solutions reported Q3 fiscal 2026 results exceeding expectations, with net revenue up 42.8% year-over-year to $406.8 million, driven by data center and aerospace & defense demand. Non-GAAP diluted EPS of $0.27 beat consensus estimates, prompting a 15%+ stock surge to new 52-week highs.

ONTO shares have delivered strong gains in recent weeks, driven by AI-related semiconductor demand and positive guidance updates. Upcoming Q1 earnings are anticipated to show revenue beats, with analysts raising price targets amid robust order backlog.

KEYS shares have surged approximately 18% in recent weeks, trading near 52-week highs around $350. Q1 2026 results showed revenue of $1.60 billion, up 23% year-over-year (YoY), with EPS of $2.17 beating estimates.

FormFactor delivered record Q1 fiscal 2026 revenue of $226.1 million, surpassing expectations amid robust semiconductor demand. Non-GAAP gross margins expanded to 49%, reflecting improved operational efficiency and pricing power.

Analysts forecast Q1 2026 revenue at C$5.06 billion, roughly flat year-over-year from Q1 2025's C$5.06 billion. Consensus EPS estimate stands at US$0.16, reflecting cautious expectations amid competitive pressures.

Analysts expect Q1 2026 revenue of around $224 million, a significant increase from $108 million in Q1 2025. Consensus EPS forecast points to a loss of approximately $2.29 per share, potentially improved from prior quarters.

Analysts expect Q1 2026 EPS (earnings per share) of $0.93, reflecting 2.2% year-over-year growth. Consensus revenue estimate stands at $1.47 billion, approximately flat compared to Q1 2025's $1.467 billion.

Analysts expect LYB to report first-quarter 2026 EPS of about $0.28-$0.31, a rebound from Q4 2025's loss of $0.26 per share. Revenue consensus stands at approximately $7.37 billion, down slightly year-over-year due to softer chemical pricing.

Analysts forecast Q1 2026 revenue of approximately $1.11 billion, reflecting about 36% year-over-year growth. Consensus EPS (earnings per share) estimate stands at $0.94, up roughly 40% from Q1 2025's adjusted $0.67.

Consensus EPS estimate stands at $1.33 for the first quarter ended March 31, 2026, reflecting a 21.8% year-over-year increase from $1.09. Revenue expectations hover around $1.11 billion, driven by expanding assets under management (AUM).

Analysts expect Q3 fiscal 2026 revenue of $3.69 billion, implying about 4% year-over-year growth. Consensus EPS estimate stands at $0.65 per share, roughly flat compared to the prior year.

Analysts forecast first-quarter 2026 adjusted EPS of $3.37, representing 35% year-over-year growth from $2.50. Consensus revenue estimate stands at $709 million, up 25% from $565 million in Q1 2025.

Analysts expect first-quarter 2026 operating earnings per share (EPS) of around $0.90, a slight decline from $0.93 in Q1 2025. Consensus revenue forecast stands at $4.43 billion, reflecting steady demand in regulated operations.

Analysts expect first quarter 2026 EPS of $1.67, a decline from prior year, though recent revisions trend higher. Revenue consensus stands at $9.79 billion, up 12.3% year-over-year, supported by stronger oil prices.