Brown & Brown (BRO) is scheduled to release its second-quarter 2026 earnings on Monday, July 27, after the market closes, with a conference call set for Tuesday, July 28, at 8:00 a.m. EDT. Wall Street consensus estimates point to earnings of approximately $1.08 per share on revenue of roughly $1.72 billion , reflecting year-over-year growth of about 4.9% and 34%, respectively.

Principal Financial Group (PFG) is scheduled to report second quarter 2026 financial results after U.S. markets close on Monday, July 27, with a conference call set for Tuesday, July 28, at 10 a.m. ET. Wall Street consensus projects earnings of approximately $2.32 per share , representing year-over-year growth of roughly 7.4% from the $2.16 reported in the same quarter last year.

Cincinnati Financial (CINF) is scheduled to report second-quarter 2026 results after the market closes on Monday, July 27, 2026 , with a conference call to follow on Tuesday, July 28, at 11:00 a.m. ET. Analysts expect non-GAAP operating earnings of approximately $1.82 per share , which would represent a year-over-year decline of roughly 7.6% from the $1.97 posted in Q2 2025, while revenue is projected near $3.01 billion.

Celestica reports Q2 2026 results after market close on Monday, July 27 , with a conference call scheduled for 8:00 a.m. ET on July 28. Consensus estimates point to adjusted EPS of approximately $2.29 on revenue of $4.35 billion , representing year-over-year growth of roughly 65% and 50%, respectively.

Nucor (NUE) is scheduled to release its second-quarter 2026 results after the market closes on Monday, July 27, with a conference call to follow on Tuesday morning. Company-issued guidance points to GAAP (Generally Accepted Accounting Principles) earnings per share of $4.70 to $4.80 , well above analyst consensus estimates near $4.57 to $4.63.

Cadence Design Systems (CDNS) is scheduled to report Q2 2026 results today, July 27, after the market close, with a conference call to follow at 5:00 PM Eastern Time. Wall Street consensus projects non-GAAP earnings per share (EPS) of $2.05 on revenue of approximately $1.58 billion , representing year-over-year revenue growth of roughly 24%.

Welltower is scheduled to report second-quarter 2026 results after the market closes on Monday, July 27, with a conference call set for Tuesday, July 28, at 9:00 a.m. ET. Wall Street analysts expect normalized FFO (funds from operations — a key profitability metric for REITs that adds back depreciation and amortization to net income) of $1.55 per share, reflecting a 21.1% year-over-year increase.

RNG surged +25.09% during Friday's regular session, closing at $48.31 after reporting Q2 results that beat across all key metrics, with EPS of $1.22 topping the $1.16 consensus and revenue of $657M exceeding the $650.5M estimate. The primary catalyst was the Q2 earnings release after the July 23 close, where management highlighted AI-powered products doubling year-over-year to represent 13% of annual recurring revenue, signaling accelerating AI monetization.

IPAR closed at $122.55 on Friday, gaining +2.34% (+$2.80) during the regular trading session after Canaccord Genuity raised its price target to $141 from $123 while reiterating a Buy rating. The bullish analyst action, released late Thursday after the close, was the primary catalyst, reflecting confidence in IPAR's digital commerce momentum through Amazon and TikTok channels driving younger consumer engagement.

PARR closed Friday's regular session at $77.39, down -0.28% from Thursday's $77.61 close, a modest decline amid a volatile energy tape. The move occurred during regular market hours, with PARR opening at $76.46 and trading in a wide $74.81–$78.12 range before settling near the session high.

DK is trading down approximately -2.50% in Monday premarket, extending Friday's -2.44% regular-session decline that closed at $63.20. Crude oil prices tumbled over 4% on Friday — Brent fell from above $100 to ~$96/bbl and WTI dropped to ~$88.50 — as traders booked profits and China reportedly initiated a push to restart US-Iran peace talks.

FOUR gained +4.36% during Friday's regular session, closing at $48.35, recovering sharply from a four-session losing streak that had pushed shares to $46.33. D.A. Davidson reiterated its Buy rating with a $74 price target, stating the company is likely to meet or modestly exceed Q2 expectations when it reports in early August.

CLMT closed at $41.69 on Friday, down -2.64% during regular trading, marking the second straight daily decline after a -2.99% drop on Thursday. The sell-off was primarily driven by profit-taking after a blistering rally — the stock surged over +109% year-to-date and recently hit a 52-week high of $45.20 — fueled earlier by the redemption of $100M in high-cost senior notes.

PAY closed at $28.87 on Friday, gaining +0.38% (+$0.11) during regular market hours, snapping a three-session losing streak that had erased roughly -3% from July 21 through July 23. The primary catalyst was a board reshuffle: director Adam Malinowski resigned effective July 23, and the board immediately appointed Accel KKR managing director Gregory Williams as an independent Class II director, signaling continued private-equity alignment.

Core EPS beat consensus handsomely: Q2 2026 core earnings per share (EPS) reached $2.63, up 21% year-over-year and well above the company-compiled consensus of $2.49. Revenue landed in line with expectations: Total revenue of $15.38 billion rose 6% from a year ago and matched the $15.39 billion consensus forecast.

ADPT closed at $22.27 on Friday, July 24, slipping -0.18% from the prior session's close of $22.31 during regular market hours. After-hours trading saw a bounce of +1.48% to $22.60, suggesting some dip-buying interest heading into the weekend.

QTWO gained +3.27% during regular trading on Friday, July 24, closing at $54.61 versus the prior session's $52.88, rallying on above-average conviction ahead of its upcoming earnings report. The primary catalyst was DA Davidson's reiterated Buy rating and $82 price target on July 23, implying over +50% upside, with the firm forecasting Q2 Holdings would meet or slightly beat consensus when it reports on July 29.

CCC closed at $5.82 on July 24, gaining +1.39% (+$0.08) during regular trading hours, with an additional +0.69% climb to $5.86 in after-hours trading. The move extends the stock's ongoing recovery driven by the company's confirmed strategic sale exploration and activist investor Elliott Investment Management's recently disclosed large stake.

CVI is trading at $31.62 in early Monday trading, down -5.47% from Friday's close of $33.45, with the decline occurring during overnight and premarket sessions. The primary catalyst is a 5%+ plunge in crude oil prices after the US and Iran paused military strikes over the weekend, raising hopes for a diplomatic resolution and eventual reopening of Strait of Hormuz shipping lanes.

ACHC closed at $34.51 on Friday, gaining +1.47% (+$0.50) during the regular session from Thursday's close of $34.01, continuing a powerful multi-week rally ahead of its Q2 earnings report. The primary catalyst is pre-earnings positioning: Q2 2026 results are due Tuesday, July 28 after market close, with consensus estimates at $0.33 EPS on $848.1M revenue and management guidance of $0.30–$0.40 EPS.