Daily ideas

GE HealthCare grew Q2 organic orders 11.1% to a record $23.9 billion backlog while organic revenue rose 3.5%; Q3 tests whether imaging orders turn into profitable revenue.

Duke Energy's Q2 2026 adjusted EPS rose to $1.43 from $1.25 on rate recovery; Q3 earnings test whether rates and riders still outrun depreciation and interest.

Ferrari's Q2 2026 EBIT rose 9.5% to €605 million at a 31.2% margin on 128 fewer cars; Q3 earnings test whether U.S. shipments recover while mix holds margins.

CenterPoint posted $0.96 non-GAAP EPS in 1H 2026 with FFO to debt at 13.4%; Q3 tests whether Houston rate recovery outruns interest to hold its guidance midpoint.

Airbnb grew Q2 2026 revenue 17% to $3.608 billion at a 35% adjusted EBITDA margin; Q3 earnings test whether Reserve Now, Pay Later cash returns as guests check in.

Cincinnati Financial posted a 100.8% second-quarter combined ratio and $1.43 operating EPS; Q3 2026 earnings will show whether commercial pricing still covers loss costs.

Emerson grew Q3 FY2026 sales 7% to $4.87B at a 28.5% adjusted margin; Q4 earnings test whether software renewals lift Software & Systems growth to 10%.

Roblox Q2 2026 bookings rose just 8% to $1.557B as spend per hour fell; Q3 earnings test whether bookings hold the guided 14%-18% decline as users return.

KB Financial Group earned KRW 1.99 trillion in Q2 2026, up 14.6%, as fees offset a 1.74% bank margin; Q3 earnings test whether the margin turns and fees hold.

Twilio grew Q2 2026 revenue 22% to $1.50B with 17% organic growth; Q3 earnings test whether AI voice keeps organic growth above its 11%-12% guidance.

STMicroelectronics grew Q2 2026 revenue 26% to $3.49B at a 34.8% gross margin; Q3 results test whether fab loading lifts margin to the guided 37%.

Arch Capital's Q2 2026 net premiums fell 6.9% to $4.05 billion as reinsurance underlying costs hit 79.9%; Q3 results show whether that ratio holds within 80%.

Exelon's Q2 2026 adjusted EPS rose to $0.43 as ComEd earnings grew 9% while PECO and PHI fell; Q3 earnings test whether ComEd growth offsets stalled rate recovery.

Applied Materials posted record Q3 revenue of $9.12 billion, up 25%, at a 50.4% adjusted margin; Q4 tests whether chip tool sales reach $7.9 billion without margins slipping.

MercadoLibre grew Q2 2026 revenue 50% to $10.17 billion as operating margin fell to 6.7%; Q3 tests whether Brazil discounts and card growth start lifting margins.

Parker Hannifin grew fiscal 2026 sales 8.3% to $21.5B with a 24.5% segment margin; Q1 FY2027 tests whether aerospace gains outrun Filtration Group debt costs.

Chipotle grew Q2 2026 revenue 9.3% to $3.35 billion as restaurant margin fell to 25.2%; Q3 shows whether traffic holds as menu pricing rises to about 2.5%.

Illumina grew Q2 2026 revenue 9.5% to $1.159 billion while clinical consumables slowed to about 15%; Q3 earnings test whether margins reach the guided 24%.

Comfort Systems USA, Munters and Indutrade say AI data center buyers now book labor and cooling capacity early; FIX backlog rose 27% to $17.8 billion in Q3 2026.