Piyasa Haberleri

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Flutter Entertainment Q2 Earnings Call Highlights

Flutter Entertainment NYSE: FLUT reported second-quarter revenue growth of 3% as strong customer engagement around the FIFA World Cup and acquisitions helped offset customer-friendly U.S. sports results and higher taxes in the United Kingdom.

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Fluor Q2 Earnings Call Highlights

Fluor NYSE: FLR reported second-quarter revenue of $4.3 billion, up 9% from a year earlier, as strong project execution helped lift adjusted EBITDA to $149 million from $96 million in the prior-year period. Adjusted earnings per share rose to $0.91 from $0.43.

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Kaynak: MarketBeat

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FIGS Q2 Earnings Call Highlights

FIGS NYSE: FIGS reported second-quarter fiscal 2026 revenue growth of 29% as demand increased across scrub wear, non-scrub apparel, international markets, institutional sales and retail community hubs. The healthcare apparel company also raised its full-year revenue and profitability outlook, despite a new restriction affecting imports from a manufacturing partner in Jordan.

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Kaynak: MarketBeat

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META Meta Platforms, Inc.

Kaynak: TechXplore Haber Ajansı

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EU tells Meta, TikTok to boost monitoring, fact-checking

The EU's tech chief called on Meta and TikTok to "act decisively" to stem disinformation at times of crisis, saying the European Commission held talks with both platforms Friday following last week's Ceuta migrant surge.

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Kaynak: TechXplore

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Kao Corporation (KAOOY) Q2 2026 Earnings Call Prepared Remarks Transcript

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Kaynak: Seeking Alpha

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Arm Holdings: Capitalizing On The Agentic AI Beyond IP Licensing

Arm Holdings is rated a Strong Buy, positioned to capitalize on the surging AI and AGI CPU market. ARM's AGI CPU demand has doubled QoQ, with secured capacity for over $2 billion in orders and major partners like Meta and Oracle. Management targets $25 billion in revenue by FY31, but I expect ARM could capture 15-20% AGI CPU share, implying $33–44 billion in revenue potential.

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Kaynak: Seeking Alpha

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CEO Elon Musk Says This Is the Most Underappreciated Part of SpaceX's Business

SpaceX includes several businesses, including the launch business, Starlink, and the broad artificial intelligence division. Musk sees another AI-driven technology eventually being a big part of the company.

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Kaynak: The Motley Fool

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SpaceX: A Great Company At The Wrong Price

SpaceX is rated a sell, as its $1.43 trillion equity value bakes in highly optimistic outcomes across Connectivity, Space, and AI segments. Starlink drives profitability, but declining ARPU and limited scale mean it cannot alone justify SpaceX's current valuation without extraordinary AI or space success. AI and Space segments are deeply unprofitable and capital-intensive, with AI contracts short in duration versus long-lived infrastructure commitments, raising risk.

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Kaynak: Seeking Alpha

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Capita plc (CTAGY) Discusses Operational Progress, Technology Adoption and Service Improvements Following Half Year Results Transcript

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Kaynak: Seeking Alpha

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Essent Group Q2 Earnings Call Highlights

Essent Group NYSE: ESNT reported second-quarter 2026 net income of $190 million, or $2.08 per diluted share, as a benign credit environment, elevated mortgage-insurance persistency and higher investment income supported results.

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ESCO Technologies Q3 Earnings Call Highlights

ESCO Technologies NYSE: ESE reported third-quarter fiscal 2026 results marked by organic sales growth, higher profitability and record backlog, as demand remained strong across its aerospace and defense, utility solutions and test businesses.

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ESAB Q2 Earnings Call Highlights

ESAB NYSE: ESAB reported record total core sales and adjusted EBITDA for the second quarter of 2026, supported by organic growth in both operating segments, double-digit growth in automation and equipment, and contributions from acquisitions.

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Ero Copper Q2 Earnings Call Highlights

Ero Copper NYSE: ERO reported stronger second-quarter operating and financial performance, supported by higher gold sales, solid copper output and commodity-price tailwinds, while continuing to reduce debt and advance expansion projects across its Brazilian operations.

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Equitable Q2 Earnings Call Highlights

Equitable NYSE: EQH said second-quarter operating earnings rose as the company advanced its pending merger with Corebridge and reported positive net flows across all of its business segments. Shareholders of both companies approved the transaction on July 30, and Equitable said it remains on track to close the merger by the end of 2026.

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Kaynak: MarketBeat

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