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Delivered diluted earnings per share (EPS) increase of 10%, or 11% on an adjusted basis and 12% on an adjusted basis at constant currency (1)Raised 2026 financial guidance, now assuming low single-digit RTM growth and expecting mid-to-high single-digit adjusted diluted EPS growthAchieved revenue ton miles (RTMs) increase of 5% year over year with strong overall volumes driven primarily by grain and energy productsRealized record first half and second quarter fuel efficiency performance Repurchased approximately 3 million shares for C$454 million Generated free cash flow of C$1,842 million, an increase of 19% for the first half of 2026 (consisting of net cash provided by operating activities of C$2,876 million and net cash used in investing activities of C$1,034 million) (1) MONTREAL, July 24, 2026 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) today reported its financial and operating results for the second quarter ended June 30, 2026.

“I want to thank the CN team for the strong results this quarter, which reflect their discipline, focus, and execution. We delivered on our key commitments, with solid operational and commercial performance, improved productivity, strong cash flow generation, and continued financial discipline. We are raising our full-year guidance, supported by sustained business momentum and our continued ability to deliver results for our customers.”

–    Tracy Robinson, President and Chief Executive Officer, CN

Second-Quarter 2026 Results Highlights
CN saw improvements across operating metrics, with strong commercial and service performance. Gross ton miles (GTMs) increased by 3% to 121,082 (millions), while RTMs increased by 5% to 62,250 (millions). The Company delivered diluted EPS of C$2.06, an increase of 10%, and adjusted diluted EPS of C$2.08, an increase of 11%, or C$2.09 on an adjusted basis at constant currency, an increase of 12%. (1)

The quarter’s operating performance reflects the Company’s continued priority on operational execution as well as its ability to provide solid service to customers, allowing it to capture demand in grain and in other markets.

Quarterly Financial Results Highlights
Second-quarter 2026 compared to second-quarter 2025

Revenues of C$4,753 million, an increase of C$481 million, or 11%.Operating income of C$1,781 million, an increase of C$143 million, or 9%, and adjusted operating income of C$1,798 million, an increase of C$160 million, or 10%. (1)Operating ratio, defined as operating expenses as a percentage of revenues, of 62.5%, an increase of 80 basis points, and adjusted operating ratio of 62.2%, an increase of 50 basis points. (1)Net income of C$1,249 million, an increase of C$77 million, or 7%, and adjusted net income of C$1,261 million, an increase of C$89 million, or 8%. (1)Diluted EPS of C$2.06, an increase of 10% and adjusted diluted EPS of C$2.08, an increase of 11%, or C$2.09 on an adjusted basis at constant currency, an increase of 12%. (1)Net cash provided by operating activities of C$2,876 million and net cash used in investing activities of C$1,034 million for the first half of 2026.Free cash flow for the first half of 2026 was C$1,842 million, an increase of C$294 million, or 19%. (1)Adjusted EBITDA reported for the twelve months ended June 30, 2026 of C$8,832 million, an increase of 4%. (1)Adjusted debt-to-adjusted EBITDA of 2.61 times as at and for the twelve months ended June 30, 2026. (1)Repurchased approximately 2.9 million shares in the second quarter of 2026 for C$454 million. Quarterly Operating Performance Highlights *
Second-quarter 2026 compared to second-quarter 2025

GTMs increased 3% to 121,082 (millions).RTMs increased 5% to 62,250 (millions).Through dwell increased by 4% to 7.1 (entire railroad, hours).Car velocity decreased by 1% to 211 (car miles per day).Through network train speed increased by 1% to 19.1 (mph).Fuel efficiency of 0.836 (US gallons of locomotive fuel consumed per 1,000 GTMs), was 3% more efficient.Train length increased by 1% to 8,084 (feet).GTMs per average number of employees increased 9% to 5,105 (thousands).Operating expenses per GTM increased 9% to 2.45 (cents). * Statistical operating data and key operating measures are unaudited and based on estimated data available at such time and are subject to change as more complete information becomes available.

Dividends
CN's Board of Directors has approved a third-quarter 2026 dividend on the Company’s common shares outstanding. A quarterly dividend of ninety-one and a half cents (C$0.9150) per common share will be paid on September 29, 2026, to shareholders of record at the close of business on September 8, 2026.

Revised 2026 financial guidance (1)(2) 
Based on strong volume and solid operational execution in the first half of the year, the Company now assumes to deliver low single-digit RTM growth in 2026 (compared to its January 30, 2026 assumption of flattish growth). The Company now expects adjusted diluted EPS growth in the mid-to-high single-digit range (compared to its January 30, 2026 expectation of slightly exceeding RTM growth).

In 2026, CN continues to plan to invest approximately C$2.8 billion in its capital program, net of amounts reimbursed by customers. The Company also expects to continue improving its free cash flow conversion throughout 2026.

CONFERENCE CALL DETAILS
CN's senior officers will review the results and the railway's outlook in a conference call starting at 8:30 a.m. Eastern Time on July 24, 2026. Tracy Robinson, CN President and Chief Executive Officer, will lead the call. Parties wishing to participate via telephone may dial 1-800-715-9871 (Canada/U.S.), or 1-647-932-3411 (International), using 2015414 as the passcode. Participants are advised to dial in 10 minutes prior to the call.

(1) Non-GAAP Measures
CN reports its financial results in accordance with United States generally accepted accounting principles (GAAP). CN may also use non-GAAP measures in this news release that do not have any standardized meaning prescribed by GAAP. These non-GAAP measures may not be comparable to similar measures presented by other companies. For further details of these non-GAAP measures, including a reconciliation to the most directly comparable GAAP financial measures, refer to the attached supplementary schedule, Non-GAAP Measures.

CN's outlook, guidance or targets (2) exclude certain adjustments, which are expected to be comparable to adjustments made in prior years. However, management cannot individually quantify on a forward-looking basis the impact of these adjustments, which could be significant, are difficult to predict and may be highly variable. As a result, CN does not provide a corresponding GAAP measure for, or reconciliation to, its outlook, guidance or targets.

(2) Forward-Looking Statements
Certain statements included in this news release constitute "forward-looking statements" within the meaning of the United States Private Securities Litigation Reform Act of 1995 and under Canadian securities laws, including statements based on management’s assessment and assumptions and publicly available information with respect to CN. By their nature, forward-looking statements involve risks, uncertainties and assumptions. CN cautions that its assumptions may not materialize and that current economic conditions render such assumptions, although reasonable at the time they were made, subject to greater uncertainty. Forward-looking statements may be identified by the use of terminology such as "believes," "expects," "anticipates," "assumes," "outlook," "plans," "targets," "goals," or other similar words.

2026 key assumptions
CN has made a number of economic and market assumptions in preparing its 2026 outlook. The 2025/2026 grain crops in Canada and the U.S. were above their respective five-year averages. The Company continues to assume that the 2026/2027 grain crops in Canada and the U.S. will be in line with their respective five-year averages. CN now assumes low single-digit RTM growth (compared to its January 30, 2026 assumption of flattish growth). CN now assumes that in 2026, the value of the Canadian dollar in U.S. currency will be $0.71 (compared to its April 29, 2026 assumption of $0.73), and continues to assume that in 2026 the average price of crude oil (West Texas Intermediate) will be in the range of US$80 - US$110 per barrel. The Company notes there is a heightened demand risk as a result of volatile macroeconomic conditions, geopolitical conflicts and global trade tensions.

Forward-looking statements are not guarantees of future performance and involve risks, uncertainties and other factors which may cause actual results, performance or achievements of CN to be materially different from the outlook or any future results, performance or achievements implied by such statements. Accordingly, readers are advised not to place undue reliance on forward-looking statements. Important risk factors that could affect the forward-looking statements in this news release include, but are not limited to, general economic and business conditions, including factors impacting global supply chains such as pandemics and geopolitical conflicts or tensions; trade restrictions, trade barriers, or the imposition of tariffs or other changes to international trade arrangements; industry competition; inflation, currency and interest rate fluctuations; changes in fuel prices; legislative and/or regulatory developments; compliance with environmental laws and regulations; actions by regulators and other regulatory claims or proceedings; increases in maintenance and operating costs; security threats; reliance on technology, including the use of artificial intelligence, and related cybersecurity risk; transportation of hazardous materials; various events which could disrupt operations, including illegal blockades of rail networks, and natural events such as severe weather, droughts, fires, floods and earthquakes; climate change; labor negotiations and disruptions; environmental claims; uncertainties of investigations, proceedings and other types of claims and litigation; risks and liabilities arising from derailments; timing and completion of capital programs; the availability of and cost competitiveness of renewable fuels and the development of new locomotive propulsion technology; reputational risks; supplier concentration; pension funding requirements and volatility; and other risks detailed from time to time in reports filed by CN with securities regulators in Canada and the United States. Reference should also be made to Management’s Discussion and Analysis (MD&A) in CN’s annual and interim reports, Annual Information Form and Form 40-F, filed with Canadian and U.S. securities regulators and available on CN’s website, for a description of major risk factors relating to CN.

The achievement of CN’s climate goals is subject to several risks and uncertainties, including those disclosed in the MD&A in CN’s annual and interim reports. There can be no certainty that the Company will achieve any or all of these goals within the stated timeframe, or that achieving any of these goals will meet all of the expectations of its stakeholders or applicable legal requirements.

Forward-looking statements reflect information as of the date on which they are made. CN assumes no obligation to update or revise forward-looking statements to reflect future events, changes in circumstances, or changes in beliefs, unless required by applicable securities laws. In the event CN does update any forward-looking statement, no inference should be made that CN will make additional updates with respect to that statement, related matters, or any other forward-looking statement. Information contained on, or accessible through, our website is not incorporated by reference into this news release.

This earnings news release, as well as additional information, including the Financial Statements, Notes thereto and MD&A, is contained in CN’s Quarterly Review available on the Company's website at www.cn.ca/financial-results and on SEDAR+ at www.sedarplus.ca as well as on the U.S. Securities and Exchange Commission's website at www.sec.gov through EDGAR.

About CN
CN powers the economy by safely transporting more than 300 million tons of natural resources, manufactured products, and finished goods throughout North America every year for its customers. With its nearly 20,000-mile rail network and related transportation services, CN connects Canada’s Eastern and Western coasts with the U.S. Midwest and the U.S. Gulf Coast, contributing to sustainable trade and the prosperity of the communities in which it operates since 1919.

Contacts: MediaInvestment CommunityAshley MichnowskiJamie LockwoodSenior ManagerVice-President, Investor RelationsMedia Relationsand Special Projects(438) 596-4329(514) [email protected]@cn.ca     SELECTED RAILROAD STATISTICS – UNAUDITED

 Three months ended June 30
 Six months ended June 30
 2026 2025  2026 2025 Financial measures         Key financial performance indicators (1)         Total revenues ($ millions)4,753 4,272  9,132 8,675 Freight revenues ($ millions)4,559 4,090  8,826 8,378 Operating income ($ millions)1,781 1,638  3,330 3,248 Adjusted operating income ($ millions) (2)(3)1,798 1,638  3,364 3,248 Net income ($ millions) 1,249 1,172  2,395 2,333 Adjusted net income ($ millions) (2)(3)1,261 1,172  2,363 2,333 Diluted earnings per share ($) 2.06 1.87  3.93 3.71 Adjusted diluted earnings per share ($) (2)(3)2.08 1.87  3.88 3.71 Net cash provided by operating activities ($ millions)1,611 1,745  2,876 2,909 Net cash used in investing activities ($ millions)669 823  1,034 1,361 Free cash flow ($ millions) (2)(4)942 922  1,842 1,548 Gross property additions ($ millions)695 805  1,134 1,324 Share repurchases ($ millions)454 306  1,323 407 Dividends per share ($)0.9150 0.8875  1.8300 1.7750 Financial ratio         Operating ratio (%) (5)62.5 61.7  63.5 62.6 Adjusted operating ratio (%) (2)(3)62.2 61.7  63.2 62.6 Operational measures (6)         Statistical operating data         Gross ton miles (GTMs) (millions)121,082 117,335  239,471 232,178 Revenue ton miles (RTMs) (millions)62,250 59,215  124,084 119,264 Carloads (thousands)1,409 1,414  2,745 2,727 Route miles (includes Canada and the U.S., end of period)18,900 18,900  18,900 18,900 Employees (end of period)23,825 24,912  23,825 24,912 Employees (average for the period)23,719 25,003  23,636 24,815 Key operating measures         Freight revenue per RTM (cents)7.32 6.91  7.11 7.02 Freight revenue per carload ($)3,236 2,893  3,215 3,072 GTMs per average number of employees (thousands)5,105 4,693  10,132 9,356 Operating expenses per GTM (cents)2.45 2.24  2.42 2.34 Labor and fringe benefits expense per GTM (cents)0.73 0.73  0.75 0.77 Diesel fuel consumed (US gallons in millions)101.2 101.5  206.8 206.8 Average fuel price ($ per US gallon)5.67 3.55  4.86 3.98 Fuel efficiency (US gallons of locomotive fuel consumed per 1,000 GTMs)0.836 0.865  0.864 0.891 Train weight (tons)9,404 9,125  9,350 9,101 Train length (feet)8,084 8,016  7,979 7,863 Car velocity (car miles per day)211 213  206 200 Through dwell (entire railroad, hours)7.1 6.8  7.3 7.3 Through network train speed (miles per hour)19.1 18.9  18.9 18.3 Locomotive utilization (trailing GTMs per total horsepower)202 190  200 187 Safety indicators (7)         Injury frequency rate (per 200,000 person hours)1.01 0.83  1.09 0.97 Accident rate (per million train miles)2.30 1.56  2.26 1.82  (1)Amounts expressed in Canadian dollars and prepared in accordance with United States generally accepted accounting principles (GAAP), unless otherwise noted.(2)These non-GAAP measures do not have any standardized meaning prescribed by GAAP and therefore, may not be comparable to similar measures presented by other companies.(3)See the supplementary schedule entitled Non-GAAP Measures – Adjusted performance measures for an explanation of these non-GAAP measures.(4)See the supplementary schedule entitled Non-GAAP Measures – Free cash flow for an explanation of this non-GAAP measure.(5)Operating ratio is defined as operating expenses as a percentage of revenues.(6)Statistical operating data, key operating measures and safety indicators are unaudited and based on estimated data available at such time and are subject to change as more complete information becomes available. Definitions of gross ton miles, revenue ton miles, freight revenue per RTM, fuel efficiency, train weight, train length, car velocity, through dwell and through network train speed are included within the Company’s Management’s Discussion and Analysis. Definitions of all other indicators are provided on CN's website, www.cn.ca/glossary.(7)Based on Federal Railroad Administration (FRA) reporting criteria.   SUPPLEMENTARY INFORMATION – UNAUDITED

 Three months ended June 30 Six months ended June 30 2026 2025 % Change
Fav (Unfav) % Change at
constant
currency (1)
Fav (Unfav)  2026 2025 % Change
Fav (Unfav) % Change at
constant
currency (1)
Fav (Unfav) Revenues ($ millions) (2)             Petroleum and chemicals941 808 16%17% 1,869 1,723 8%10%Metals and minerals528 496 6%7% 996 1,019 (2%)(1%)Forest products495 461 7%8% 929 955 (3%)(1%)Coal243 242 —%—% 462 488 (5%)(5%)Grain and fertilizers980 834 18%18% 2,029 1,785 14%15%Intermodal1,087 1,008 8%8% 2,049 1,948 5%6%Automotive285 241 18%18% 492 460 7%8%Total freight revenues4,559 4,090 11%12% 8,826 8,378 5%7%Other revenues194 182 7%7% 306 297 3%4%Total revenues4,753 4,272 11%11% 9,132 8,675 5%7%Revenue ton miles (RTMs) (millions) (3)             Petroleum and chemicals11,874 10,740 11%11% 24,558 22,576 9%9%Metals and minerals7,030 7,074 (1%)(1%) 13,086 13,826 (5%)(5%)Forest products5,216 5,113 2%2% 10,128 10,500 (4%)(4%)Coal5,078 5,058 —%—% 9,905 10,504 (6%)(6%)Grain and fertilizers18,369 16,513 11%11% 37,894 33,763 12%12%Intermodal13,730 13,856 (1%)(1%) 26,793 26,442 1%1%Automotive953 861 11%11% 1,720 1,653 4%4%Total RTMs62,250 59,215 5%5% 124,084 119,264 4%4%Freight revenue / RTM (cents) (2)(3)             Petroleum and chemicals7.92 7.52 5%5% 7.61 7.63 —%1%Metals and minerals7.51 7.01 7%7% 7.61 7.37 3%5%Forest products9.49 9.02 5%5% 9.17 9.10 1%3%Coal4.79 4.78 —%—% 4.66 4.65 —%1%Grain and fertilizers5.34 5.05 6%6% 5.35 5.29 1%2%Intermodal7.92 7.27 9%9% 7.65 7.37 4%4%Automotive29.91 27.99 7%7% 28.60 27.83 3%4%Total freight revenue / RTM7.32 6.91 6%6% 7.11 7.02 1%3%Carloads (thousands) (3)             Petroleum and chemicals170 154 10%10% 340 317 7%7%Metals and minerals234 239 (2%)(2%) 448 452 (1%)(1%)Forest products70 71 (1%)(1%) 137 144 (5%)(5%)Coal110 115 (4%)(4%) 218 233 (6%)(6%)Grain and fertilizers194 177 10%10% 389 355 10%10%Intermodal573 602 (5%)(5%) 1,107 1,119 (1%)(1%)Automotive58 56 4%4% 106 107 (1%)(1%)Total carloads1,409 1,414 —%—% 2,745 2,727 1%1%Freight revenue / carload ($) (2)(3)             Petroleum and chemicals5,535 5,247 5%6% 5,497 5,435 1%3%Metals and minerals2,256 2,075 9%9% 2,223 2,254 (1%)—%Forest products7,071 6,493 9%9% 6,781 6,632 2%4%Coal2,209 2,104 5%5% 2,119 2,094 1%2%Grain and fertilizers5,052 4,712 7%7% 5,216 5,028 4%5%Intermodal1,897 1,674 13%13% 1,851 1,741 6%7%Automotive4,914 4,304 14%14% 4,642 4,299 8%10%Total freight revenue / carload3,236 2,893 12%12% 3,215 3,072 5%6% (1)This non-GAAP measure does not have any standardized meaning prescribed by GAAP and therefore, may not be comparable to similar measures presented by other companies. See the supplementary schedule entitled Non-GAAP Measures – Constant currency for an explanation of this non-GAAP measure.(2)Amounts expressed in Canadian dollars.(3)Statistical operating data and related key operating measures are unaudited and based on estimated data available at such time and are subject to change as more complete information becomes available.   NON-GAAP MEASURES – UNAUDITED

In this supplementary schedule, the "Company" or "CN" refers to Canadian National Railway Company, together with its wholly-owned subsidiaries. Financial information included in this schedule is expressed in Canadian dollars, unless otherwise noted.

CN reports its financial results in accordance with United States generally accepted accounting principles (GAAP). The Company also uses non-GAAP measures that do not have any standardized meaning prescribed by GAAP, including adjusted performance measures, free cash flow, constant currency and adjusted debt-to-adjusted EBITDA multiple. These non-GAAP measures may not be comparable to similar measures presented by other companies. From management's perspective, these non-GAAP measures are useful measures of performance and provide investors with supplementary information to assess the Company's results of operations and liquidity. These non-GAAP measures should not be considered in isolation or as a substitute for financial measures prepared in accordance with GAAP.

Adjusted performance measures

Adjusted net income, adjusted diluted earnings per share, adjusted operating income, adjusted operating expenses and adjusted operating ratio are non-GAAP measures that are used to set performance goals and to measure CN's performance and may include the following adjustments:

operating expense adjustments: workforce reduction program, advisory costs related to rail consolidation matters, depreciation expense on the deployment of a replacement system, advisory fees related to shareholder matters, losses and recoveries from assets held for sale, business acquisition-related costs;non-operating expense adjustments: business acquisition-related financing fees, merger termination income, gains and losses on disposal of property; andthe effect of changes in tax laws including rate enactments and changes in tax positions affecting prior years. These non-GAAP measures do not have any standardized meaning prescribed by GAAP and therefore, may not be comparable to similar measures presented by other companies.

For the three and six months ended June 30, 2026, the Company's adjusted net income was $1,261 million, or $2.08 per diluted share, and $2,363 million, or $3.88 per diluted share, respectively. The adjusted figures for the three and six months ended June 30, 2026 exclude advisory costs related to the analysis and advocacy for the U.S. Surface Transportation Board (STB) review of the impacts to fair competition pertaining to the potential merger between Union Pacific and Norfolk Southern of $17 million, or $12 million after-tax ($0.02 per diluted share) and $34 million, or $25 million after tax ($0.04 per diluted share), respectively, recorded in Purchased services and material within the Consolidated Statements of Income. The adjusted figures for the six months ended June 30, 2026 also exclude the sale of a portion of the Newmarket subdivision located in Washago and Sundridge, Ontario, Canada, together with rail fixtures, for cash proceeds of $84 million, which resulted in a gain of $66 million, or $57 million after-tax ($0.09 per diluted share) recorded in the first quarter of 2026 in Other income within the Consolidated Statements of Income.

For the three and six months ended June 30, 2025, the Company's net income was $1,172 million, or $1.87 per diluted share, and $2,333 million, or $3.71 per diluted share, respectively. There were no adjustments in the second quarter and the first half of 2025.

Adjusted net income is defined as Net income in accordance with GAAP adjusted for certain significant items. Management believes that adjusted net income provides additional insight to management and investors into the Company's operations and underlying business trends as well as facilitates period-to-period comparisons, as it excludes certain significant items that are not reflective of CN's underlying business operations and could distort the analysis of trends in business performance. Adjusted diluted earnings per share is defined as adjusted net income divided by the weighted-average diluted shares outstanding. This measure helps management and investors evaluate the Company's profitability on a per-share basis, facilitating the assessment of period-over-period performance by removing the impact of significant, non-recurring items.   

The following table provides a reconciliation of Net income and Earnings per share in accordance with GAAP, as reported for the three and six months ended June 30, 2026 and 2025, to the non-GAAP adjusted performance measures presented herein:

 Three months ended June 30  Six months ended June 30 In millions, except per share data 2026  2025   2026  2025 Net income$            1,249  $        1,172  $     2,395  $      2,333 Adjustments:       Operating expense adjustment:       Advisory costs related to rail consolidation matters                    17                     —                 34                   — Non-operating expense adjustment:       Gain on disposal of property                     —                     —                (66)                 — Tax adjustment:       Tax effect of adjustments (1)                    (5)                   —                   —                   — Total adjustments$                 12  $              —  $         (32)$            — Adjusted net income$            1,261  $        1,172  $     2,363  $      2,333 Diluted earnings per share$              2.06  $         1.87  $       3.93  $       3.71 Impact of adjustments, per share                 0.02                     —            (0.05)                 — Adjusted diluted earnings per share$              2.08  $         1.87  $       3.88  $       3.71  (1)The tax impact of adjustments is based on the nature of the item for tax purposes and related tax rates in the applicable jurisdiction.   Adjusted operating income is defined as Operating income in accordance with GAAP adjusted for certain significant operating expense items that are not reflective of CN's underlying business operations. This measure helps management and investors assess the Company's core operating results by excluding items that may distort the analysis of ongoing business performance. Adjusted operating expenses is defined as Operating expenses in accordance with GAAP adjusted for certain significant operating expense items that are not reflective of CN's underlying business operations. This measure provides management and investors with a view of ongoing costs which exclude unusual or non-recurring items, enabling more accurate assessment of cost management and resource allocation across reporting periods. Adjusted operating ratio is defined as adjusted operating expenses as a percentage of revenues. For management and investors, the adjusted operating ratio serves as a key performance indicator of cost management and overall operational effectiveness, as it demonstrates how effectively management controls costs relative to total revenue by excluding unusual or non-recurring items.

The following table provides a reconciliation of Operating income, Operating expenses and operating ratio, as reported for the three and six months ended June 30, 2026 and 2025, to the non-GAAP adjusted performance measures presented herein:

 Three months ended June 30 Six months ended June 30In millions, except percentages 2026  2025   2026  2025 Operating income$1,781 $1,638  $3,330 $3,248 Adjustment:     Advisory costs related to rail consolidation matters 17  —   34  — Total adjustment$17 $—  $34 $— Adjusted operating income$1,798 $1,638  $3,364 $3,248       Operating expenses$2,972 $2,634  $5,802 $5,427 Total adjustment (17) —   (34) — Adjusted operating expenses$2,955 $2,634  $5,768 $5,427       Operating ratio 62.5% 61.7%  63.5% 62.6%Impact of adjustment (0.3
)%
 —%  (0.3
)%
 —%Adjusted operating ratio 62.2% 61.7%  63.2% 62.6%               Free cash flow

Free cash flow is a useful measure of liquidity as it demonstrates the Company's ability to generate cash for debt obligations and for discretionary uses such as payment of dividends, share repurchases, and strategic opportunities. The Company defines its free cash flow measure as the difference between net cash provided by operating activities and net cash used in investing activities, adjusted for the impact of (i) business acquisitions and combinations; and (ii) merger transaction-related payments, cash receipts and cash income taxes, which are items that are not indicative of operating trends. Free cash flow does not have any standardized meaning prescribed by GAAP and therefore, may not be comparable to similar measures presented by other companies.

The following table provides a reconciliation of net cash provided by operating activities in accordance with GAAP, as reported for the three and six months ended June 30, 2026 and 2025, to the non-GAAP free cash flow presented herein:

 Three months ended June 30 Six months ended June 30In millions 2026  2025   2026  2025 Net cash provided by operating activities$1,611 $1,745  $2,876 $2,909 Net cash used in investing activities (669) (823)  (1,034) (1,361)Free cash flow$942 $922  $1,842 $1,548                Constant currency

Financial results at constant currency allow results to be viewed without the impact of fluctuations in foreign currency exchange rates, thereby facilitating period-to-period comparisons in the analysis of trends in business performance. Measures at constant currency are considered non-GAAP measures and do not have any standardized meaning prescribed by GAAP and therefore, may not be comparable to similar measures presented by other companies. Financial results at constant currency are obtained by translating the current period results denominated in US dollars at the weighted average foreign exchange rates used to translate transactions denominated in US dollars of the comparable period of the prior year.

The weighted average foreign exchange rates were $1.384 and $1.378 per US$1.00 for the three and six months ended June 30, 2026, respectively and $1.385 and $1.411 per US$1.00 for the three and six months ended June 30, 2025, respectively. On a constant currency basis, the Company's net income for the three and six months ended June 30, 2026 would have been higher by $5 million ($0.01 per diluted share) and $26 million ($0.04 per diluted share), respectively.

The following table provides a reconciliation of the impact of constant currency and related percentage change at constant currency on the financial results, as reported for the three and six months ended June 30, 2026:

 Three months ended June 30Six months ended June 30
In millions, except per share data 2026 Constant
currency
impact
  2025 % Change at
constant
currency Fav
(Unfav)
  2026 Constant
currency
impact
  2025 % Change at
constant
currency Fav
(Unfav) Revenues        Petroleum and chemicals$941 $1 $808 17%$1,869 $25 $1,723 10%Metals and minerals 528  1  496 7% 996  17  1,019 (1%)Forest products 495  1  461 8% 929  16  955 (1%)Coal 243  —  242 —% 462  4  488 (5%)Grain and fertilizers 980  2  834 18% 2,029  24  1,785 15%Intermodal 1,087  —  1,008 8% 2,049  11  1,948 6%Automotive 285  —  241 18% 492  7  460 8%Total freight revenues 4,559  5  4,090 12% 8,826  104  8,378 7%Other revenues 194  —  182 7% 306  3  297 4%Total revenues 4,753  5  4,272 11% 9,132  107  8,675 7%Operating expenses        Labor and fringe benefits 889  (1) 862 (3%) 1,803  16  1,782 (2%)Purchased services and material 641  (2) 576 (11%) 1,264  6  1,153 (10%)Fuel 659  3  413 (60%) 1,142  26  931 (25%)Depreciation and amortization 486  —  489 1% 970  9  982 —%Equipment rents 106  —  105 (1%) 218  4  223 —%Other 191  (1) 189 (1%) 405  4  356 (15%)Total operating expenses 2,972  (1) 2,634 (13%) 5,802  65  5,427 (8%)Operating income 1,781  6  1,638 9% 3,330  42  3,248 4%Interest expense (241) —  (219)(10%) (475) (8) (452)(7%)Other components of net periodic benefit income 133  —  126 6% 266  —  251 6%Other income 7  —  16 (56%) 80  —  41 95%Income before income taxes  1,680  6  1,561 8% 3,201  34  3,088 5%Income tax expense (431) (1) (389)(11%) (806) (8) (755)(8%)Net income$1,249 $5 $1,172 7%$2,395 $26 $2,333 4%Diluted earnings per share $2.06 $0.01 $1.87 11%$3.93 $0.04 $3.71 7%         Adjusted net income (1)$1,261 $5 $1,172 8%$2,363 $26 $2,333 2%Adjusted diluted earnings per share  (1)$2.08 $0.01 $1.87 12%$3.88 $0.04 $3.71 6% (1)These non-GAAP measures do not have any standardized meaning prescribed by GAAP and therefore, may not be comparable to similar measures presented by other companies. See the section of this MD&A entitled Adjusted performance measures for an explanation and reconciliation of these non-GAAP measures. Adjusted net income at constant currency and adjusted diluted EPS at constant currency allow results to be viewed without the impact of fluctuations in foreign currency exchange rates, thereby facilitating period-to-period comparisons in the analysis of trends in business performance. For the three months ended June 30, 2026, the Adjusted net income at constant currency was $1,266 million, calculated as adjusted net income of $1,261 million, adjusted for the impact of fluctuations in foreign currency exchange rates of $5 million. For the six months ended June 30, 2026, the Adjusted net income at constant currency was $2,389 million, calculated as adjusted net income of $2,363 million, adjusted for the impact of fluctuations in foreign currency exchange rates of $26 million. For the three months ended June 30, 2026, the Adjusted diluted EPS at constant currency was $2.09, calculated as adjusted diluted EPS of $2.08, adjusted for the impact of fluctuations in foreign currency exchange rates of $0.01 per diluted share. For the six months ended June 30, 2026, the Adjusted diluted EPS at constant currency was $3.92, calculated as adjusted diluted EPS of $3.88, adjusted for the impact of fluctuations in foreign currency exchange rates of $0.04 per diluted share.   Adjusted debt-to-adjusted EBITDA multiple

Management believes that the adjusted debt-to-adjusted EBITDA multiple is a useful credit measure because it reflects the Company's ability to service its debt and other long-term obligations. The Company calculates the adjusted debt-to-adjusted EBITDA multiple as adjusted debt divided by the last twelve months of adjusted EBITDA. Adjusted debt is defined as the sum of Long-term debt and Current portion of long-term debt as reported on the Company’s Consolidated Balance Sheets as well as Operating lease liabilities, including current portion and pension plans in deficiency recognized on the Company's Consolidated Balance Sheets due to the debt-like nature of their contractual and financial obligations. Adjusted EBITDA is calculated as Net income excluding Interest expense, Income tax expense, Depreciation and amortization, operating lease cost, Other components of net periodic benefit income, Other income (loss), and other significant items that are not reflective of CN's underlying business operations and which could distort the analysis of trends in business performance. Adjusted debt and adjusted EBITDA are non-GAAP measures used to compute the adjusted debt-to-adjusted EBITDA multiple. These measures do not have any standardized meaning prescribed by GAAP and therefore, may not be comparable to similar measures presented by other companies.

The following table provides a reconciliation of debt and Net income in accordance with GAAP, reported as at and for the twelve months ended June 30, 2026 and 2025, to the adjusted measures presented herein, which have been used to calculate the non-GAAP adjusted debt-to-adjusted EBITDA multiple:

In millions, unless otherwise indicatedAs at and for the twelve months ended June 30, 2026  2025 Debt (1)$              22,254  $           20,425 Adjustments:  Operating lease liabilities, including current portion (2)                      465                       443 Pension plans in deficiency (3)                      337                       342 Adjusted debt$              23,056  $           21,210 Net income$                4,782  $             4,564 Interest expense                      936                       913 Income tax expense                   1,595                    1,441 Depreciation and amortization                   1,926                    1,946 Operating lease cost (4)                      154                       158 Other components of net periodic benefit income                    (517)                   (478)Other income                    (127)                     (49)Adjustments:  Workforce reduction program (5)
                        34                          — Advisory costs related to rail consolidation matters (6)                        49                          — Adjusted EBITDA$                8,832  $             8,495 Adjusted debt-to-adjusted EBITDA multiple (times)                    2.61                      2.50  (1)Represents the aggregate of Current portion of long-term debt and Long-term debt as disclosed on the Consolidated Balance Sheets.(2)Represents the present value of operating lease payments.(3)Represents the total funded deficit of all defined benefit pension plans with a projected benefit obligation in excess of plan assets.(4)Represents the operating lease costs recorded in Purchased services and material and Equipment rents within the Consolidated Statements of Income.(5)Relates to employee termination benefits and severance costs related to a workforce reduction program, recorded in the fourth quarter of 2025 in Labor and fringe benefits within the Consolidated Statements of Income.(6)Represents advisory costs related to the analysis and advocacy for the STB review of the impacts to fair competition pertaining to the potential merger between Union Pacific and Norfolk Southern recorded in Purchased services and material within the Consolidated Statements of Income.

The Canadian railroad boosted its full-year outlook, citing firmer freight demand and shifting economic conditions, after posting higher profit and revenue in the second quarter.

24.7.2026 15:44, CMCSA

Americký telekomunikační a mediální konglomerát Comcast zveřejnil výsledky hospodaření za druhý kvartál roku 2026. Výnosy sice meziročně poklesly o 1,2 %, překonaly však očekávání analytiků. Nad odhady se umístil rovněž očištěný zisk na akcii a volné peněžní toky. Streamovací služba Peacock poprvé vykázala kladný očištěný zisk EBITDA, když těžila mimo jiné z vysílání play-off NBA a mistrovství světa ve fotbale.

Výsledky společnosti Comcast (CMCSA) za 2Q 2026   2Q 2026 Konsensus 2Q 2026 2Q 2025 Výnosy (mld. USD) 29,94 29,30 30,31 Čistý zisk (mld. USD) 3,53 -- 11,12 Očištěný zisk na akcii (EPS, USD/akcie) 1,04 0,97 1,25 Výsledky za 2Q Výnosy společnosti v tomto kvartále vzrostly meziročně poklesly o 1,2 %, resp. vzrostly o 4,7 % na pro forma bázi, očištěné o vliv oddělení společnosti Versant Media a prodeje aktivit televize Sky v Německu. Výnosy dosáhly 29,94 mld. USD, čímž překonaly očekávání Wall Street ve výši 29,30 mld. USD.

Očištěný zisk na akcii společnost vykázala ve výši 1,04 USD, což představuje meziroční pokles z 1,25 USD. Trh očekával 0,97 USD.

Na úrovni očištěného zisku EBITDA Comcast vykázal 8,90 mld. USD, meziročně o 13 % méně. Analytici očekávali 8,84 mld. USD.

Provozní hotovostní toky dosáhly 8,09 mld. USD a výrazně překonaly konsensus analytiků ve výši 6,90 mld. USD. Meziročně byly o 3,5 % vyšší.

Volné peněžní toky meziročně vzrostly o 2,3 % na 4,60 mld. USD, zatímco trh očekával 3,61 mld. USD.

Kapitálové výdaje společnosti se zvýšily o 8,3 % na 2,9 mld. USD. Kapitálové výdaje segmentu konektivita a platformy meziročně vzrostly o 20 % na 2,30 mld. USD. Kapitálové výdaje segmentu média a zážitky meziročně poklesly o 20 % na 584 mil. USD. Trh očekával 661,9 mil. USD.

Ve druhém čtvrtletí roku 2026 zaznamenala společnost úbytek 167 tis. zákazníků domácího širokopásmového připojení (Broadband), což představuje zmírnění úbytku zákazníků o 34 tisíc oproti stejnému období minulého roku.

Počet domácích mobilních linek vzrostl o 448 tis., což představuje meziroční nárůst o 19 %. Comcast tak překonal očekávání analytiků ve výši 384,3 tis. nových linek.

Úbytek zákazníků domácích video služeb činil 280 tis., což představuje meziroční zlepšení o 14 %. Analytici očekávali úbytek 284,7 tis. zákazníků.

Streamovací služba Peacock Streamovací služba Peacock dosáhla celkového počtu 48 mil. předplatitelů, což představuje meziroční nárůst o 17 %. Tržní odhad činil 46,24 mil. předplatitelů.

Výnosy z této služby se meziročně zvýšily o 54 % na 1,9 mld. USD, čímž překonaly očekávání analytiků ve výši 1,76 mld. USD.

Peacock poprvé vykázal kladný očištěný zisk EBITDA, a to ve výši 189 mil. USD. Ve stejném období minulého roku společnost vykázala ztrátu 101 mil. USD. Analytici očekávali očištěný zisk EBITDA ve výši 38 mil. USD.

Růst podle společnosti podpořilo vysílání významných sportovních událostí, včetně play-off NBA a mistrovství světa ve fotbale FIFA, stejně jako reality show Love Island USA.

Dividendy a zpětné odkupy akcií Společnost Comcast vyplatila dividendy v hodnotě 1,2 mld. USD a odkoupila akcie v hodnotě 0,9 mld. USD, čímž vrátila akcionářům kapitál v celkové výši 2,1 mld. USD. Dne 29. června 2026 společnost oznámila, že pozastaví program zpětného odkupu akcií, zatímco pracuje na rozdělení svých aktivit do dvou nezávislých veřejně obchodovaných společností.

Komentář vedení „Výsledky za druhé čtvrtletí ukazují pokračující pokrok při naplňování našich strategických priorit,“ uvedli spolugenerální ředitelé Brian L. Roberts a Mike Cavanagh.

„V segmentu Connectivity & Platforms začíná naše strategická změna v oblasti širokopásmového připojení přinášet výsledky a tento pokrok se promítá i do širšího portfolia konektivity. Dosáhli jsme historicky nejlepšího čtvrtletního výsledku v mobilních službách a překročili hranici 10 milionů aktivních linek. Míra penetrace přitom nadále zůstává pod 7 % z celkového počtu dostupných mobilních linek v oblastech, kde působíme, což nám poskytuje značný prostor pro další prohlubování konvergence služeb a rozvoj vztahů se zákazníky. Segment Business Services rovněž pokračoval v růstu, který patří k nejvyšším v odvětví, a dále tak potvrdil sílu a šíři našeho portfolia.“

„V rámci segmentu Content & Experiences dosáhla divize Media růstu EBITDA ve střední části jednociferného pásma a streamovací služba Peacock se poprvé dostala do zisku. K tomu přispěla široká nabídka sportovního a zábavního obsahu i významných živě vysílaných událostí, které podpořily vysokou míru zapojení uživatelů napříč našimi platformami. Naše filmová studia si nadále udržovala vysokou výkonnost napříč franšízami, animovanou tvorbou, původní produkcí i specializovanými tituly, přičemž toto období završil nedávný úspěch filmu The Odyssey.“

„Přestože v segmentu zábavních parků v krátkodobém horizontu pozorujeme určité oslabení, nadále věříme v jeho dlouhodobý růstový potenciál. Ten podporují naše globálně etablované značky, atraktivní lokality a prokázaná schopnost vytvářet atrakce a zážitky, které generují skutečnou spotřebitelskou poptávku.“

„Na úrovni celé skupiny jsme vytvořili volný peněžní tok ve výši 4,6 mld. USD, akcionářům jsme vrátili 2,1 mld. USD a oznámili jsme záměr oddělit společnosti NBCUniversal a Sky. Jde o důležitý krok směřující k vytvoření dvou samostatně zaměřených společností, které budou mít dostatečnou finanční sílu a flexibilitu k realizaci svých vlastních růstových strategií.“

Komentář analytiků Analytici z Bloomberg Intelligence označili volné peněžní toky za nejvýraznější pozitivní překvapení kvartálu. Silnější hospodaření filmových studií a ziskovost služby Peacock podle nich pomohly kompenzovat slabší výsledky zábavních parků. Úbytek 167 tis. zákazníků širokopásmového připojení byl mírně lepší než konsensus, který počítal s úbytkem přibližně 170 tis. zákazníků. Výsledek však pravděpodobně nezmírní obavy investorů ohledně dlouhodobého konkurenčního prostředí.

Analytici Benchmark označili zveřejněná čísla za „výborné výsledky na přechodný kvartál“. Podle analytiků by akcie mohla ve druhé polovině roku 2026 zaznamenat výraznější růst.

New Street Research uvedla, že Comcast překonal očekávání téměř napříč všemi ukazateli. Jediným slabším bodem byl podle analytiků úbytek zákazníků širokopásmového připojení, který se umístil mírně pod jejich očekáváním. Lepší finanční výsledky by však podle nich měly negativní vliv tohoto ukazatele převážit.

Vývoj akcie Comcast

Akcie Comcast (CMCSA) posilují 0,7 % na 22,075 USD Ukazatel   Ukazatel   Kapitalizace (mld. USD) 78,4 P/E 6,9 Vývoj za letošní rok (%) -21,1 Očekávané P/E 6,4 52týdenní minimum (USD) 21,3 Prům. cílová cena (USD) 30,6 52týdenní maximum (USD) 33,7 Dividendový výnos (%) 6,0
Zdroj: Comcast, Bloomberg

Marek Krejčiřík, Fio banka, a.s.

SLB posts better-than-expected earnings as demand for its oilfield services increases outside the Middle East.

SLB (SLB - Free Report) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +7.84%. A quarter ago, it was expected that this world's largest oilfield services company would post earnings of $0.51 per share when it actually produced earnings of $0.52, delivering a surprise of +1.96%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

SLB, which belongs to the Zacks Technology Services industry, posted revenues of $8.97 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.95%. This compares to year-ago revenues of $8.55 billion. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

SLB shares have added about 23% since the beginning of the year versus the S&P 500's gain of 8.2%.

What's Next for SLB?While SLB has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for SLB was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.65 on $9.12 billion in revenues for the coming quarter and $2.52 on $36.49 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the top 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Priority Technology (PRTH - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This company is expected to post quarterly earnings of $0.28 per share in its upcoming report, which represents a year-over-year change of +7.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Priority Technology's revenues are expected to be $259 million, up 8% from the year-ago quarter.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In ZoomInfo To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in ZoomInfo between November 3, 2025 and May 11, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - July 24, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against ZoomInfo Technologies, Inc. ("ZoomInfo" or the "Company") (NASDAQ: GTM) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that the true state of ZoomInfo's slowing growth its legacy seat-based subscription platforms and weakening customer retention in its downmarket segment. Further, the Company minimized concerns that customers were moving towards consumption-based usage models and developing internal AI-driven go-to-market solutions.

On May 11, 2026, after the market closed, ZoomInfo announced its first quarter 2026 financial results, unveiling a sharp decline in growth outlook and accordingly lowered its 2026 full year financial guidance, and announced it was realigning its downmarket business, laying off 20% of its workforce, and expecting to incur approximately $45-60 million in restructuring costs. On this news, ZoomInfo's stock price fell $1.98, or approximately 33%, to close at $4.06 per share on May 12, 2026.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding ZoomInfo's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the ZoomInfo class action, go to www.faruqilaw.com/GTM or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Frequently Asked Questions (FAQ) for Investors Regarding the ZoomInfo Securities Class Action Lawsuit:

What is the ZoomInfo securities fraud lawsuit about?

The lawsuit alleges that ZoomInfo Technologies, Inc. (NASDAQ: GTM) and certain of its officers and directors violated federal securities laws by making materially false and misleading statements to investors during the class period. Specifically, the complaint alleges that defendants issued overwhelmingly positive statements while allegedly concealing the true extent of slowing growth in ZoomInfo's legacy seat-based subscription platforms and weakening customer retention in its downmarket segment. The complaint further alleges that defendants minimized concerns that customers were shifting toward consumption-based usage models and developing internal AI-driven go-to-market solutions, which allegedly masked material adverse trends affecting the Company's business. On May 11, 2026, after markets closed, ZoomInfo allegedly disclosed the severity of these conditions when it announced sharply lowered full-year 2026 guidance, a realignment of its downmarket business, a workforce reduction of approximately 20%, and anticipated restructuring costs of approximately $45-60 million - news that allegedly caused the Company's stock to decline approximately 33% the following trading day.

Who may be eligible to participate in the lawsuit?

Investors who purchased or otherwise acquired ZoomInfo Technologies, Inc. (NASDAQ: GTM) securities during the class period - between November 3, 2025 and May 11, 2026, inclusive - may be eligible to participate in this lawsuit. Eligible investors are not limited to those who seek appointment as lead plaintiff; any class member who suffered losses during the class period may potentially share in any recovery obtained on behalf of the class. Investors are encouraged to review their trading records to determine whether their purchases fall within the applicable class period dates. Participation in the litigation does not require that an investor take an active role in the case or incur out-of-pocket legal expenses to be considered a potential class member.

What is a lead plaintiff, and how can I seek appointment?

A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation, including selecting and overseeing class counsel and making key strategic decisions in the case. Under the Private Securities Litigation Reform Act, any investor who purchased ZoomInfo Technologies securities during the class period and suffered a loss may move the court for appointment as lead plaintiff. The deadline to file a motion seeking lead plaintiff appointment is August 24, 2026. Importantly, investors are not required to serve as lead plaintiff in order to be eligible to share in any recovery that may result from the litigation; the vast majority of class members participate without taking on that representative role.

What should investors do if they purchased ZoomInfo stock during the Class Period?

Investors who purchased ZoomInfo Technologies, Inc. (NASDAQ: GTM) securities between November 3, 2025 and May 11, 2026 should promptly review their brokerage and account records to confirm the dates and prices of any relevant transactions. Investors are strongly encouraged to preserve all documentation related to their ZoomInfo securities purchases, including trade confirmations, account statements, and any communications concerning those investments. Given that the lead plaintiff motion deadline is August 24, 2026, investors who wish to explore their legal options - including the possibility of seeking appointment as lead plaintiff - should act in a timely manner. Investors may wish to consult with Faruqi & Faruqi, LLP or other qualified securities counsel to evaluate their rights and potential claims prior to that deadline.

Why should investors contact Faruqi & Faruqi, LLP?

Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased ZoomInfo securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306286

Source: Faruqi & Faruqi LLP

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SummaryZoetis Inc. trades at a 45% discount to fair value despite resilient fundamentals and long-term growth prospects.ZTS's Q1 2026 saw 2.9% revenue growth and 8.5% adjusted EPS growth, with livestock offsetting domestic pet care weakness.Forward P/E of 10.5 is well below its 10-year average; a fair value multiple of 19 is justified given a 7.5% EPS growth consensus.A dividend yield of 2.8% and a low payout ratio support continued high single-digit dividend growth, despite U.S. softness and competitive risks.Looking for more investing ideas like this one? Get them exclusively at The Dividend Kings. Learn More » EMS-FORSTER-PRODUCTIONS/DigitalVision via Getty Images

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of ACN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Kody's Dividends, Justin Law, and Rachel Kaufman are part of the Dividend Kings team

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

, /PRNewswire/ -- Corteva, Inc. (NYSE: CTVA) today announced its Board of Directors has authorized a common stock dividend of $0.18 cents per share, payable September 15, 2026, to the Company's shareholders of record on September 1, 2026.

EIDP, Inc. Announces Preferred Stock Dividend

The Board of Directors of EIDP, Inc. (formerly known as E. I. du Pont de Nemours and Company) (EIDP) declared regular preferred stock dividends of $1.12-1/2 per share on the $4.50 series preferred stock and $0.87-1/2 per share on the $3.50 series preferred stock – both payable October 23, 2026, to EIDP stockholders of record on October 2, 2026. EIDP, Inc. is a wholly owned subsidiary of Corteva, Inc.

About Corteva
Corteva, Inc. (NYSE: CTVA) is a global pure-play agriculture company that combines industry-leading innovation, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. Corteva generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. With some of the most recognized brands in agriculture and a technology pipeline well positioned to drive growth, the company is committed to maximizing productivity for farmers, while working with stakeholders throughout the food system as it fulfills its promise to enrich the lives of those who produce and those who consume, ensuring progress for generations to come. More information can be found at www.corteva.com.

SOURCE Corteva Agriscience

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SummaryRocket Lab shares have fallen 33% since my last coverage despite Iridium, defense wins, and continued Neutron commercialization progress.The company is becoming increasingly diversified through defense programs, vertical integration, and the transformative Iridium acquisition beyond launch services.Neutron has evolved from a technical milestone into the primary financial catalyst supporting future margins, cash flow, and earnings expansion.China's reusable rocket breakthrough highlights intensifying global competition, reinforcing management's strategy of building recurring revenue beyond launch vehicles.Despite the correction, Rocket Lab still trades near 30x forward sales, making successful execution critical to justify its premium valuation. Trevor Srednick/iStock via Getty Images

Investment Thesis With the SpaceX (SPCX) IPO and the disappearance of the scarcity premium associated with Rocket Lab (RKLB) out of the way, the period ahead is one where execution and not

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of RKLB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Now that Elon Musk's rocket company trades publicly, it is fair to ask what a modest stake might become. So how much could $5,000 in Space Exploration Technologies (SPCX -2.55%) be worth by 2030? It depends almost entirely on a valuation that is already sky-high.

And that concern is exactly why I think a much cheaper, profitable space company, Northrop Grumman (NOC +0.38%), may be the smarter buy right now.

Image source: Getty Images.

The SpaceX math, and the catch Start with the numbers. SpaceX (as Musk's company is also known) carries a market value of about $1.5 trillion, which works out to roughly 80 times annual sales, a hefty multiple even for a fast grower.

For $5,000 to become meaningful money by 2030, the stock would essentially need to double, lifting SpaceX toward $3 trillion. That is possible if Starlink, its satellite internet provider, keeps growing and Starship finally hits its stride, in which case your $5,000 could easily grow to roughly $10,000.

Today's Change

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-2.55

%) $

-3.02

Current Price

$

115.23

But here is the catch: At 80 times sales, SpaceX revenue has to increase enormously simply to justify today's price, let alone double it. If that premium multiple compresses even modestly, as rich valuations often do, the stock could tread water or fall even while the business grows. And that is precisely what has happened lately, with the shares slipping below their offering price. You are betting on a flawless five years and a market willing to keep paying a steep premium the whole way.

Why Northrop Grumman may be the better buy today Now, consider the alternative: Northrop Grumman is not a hype stock; it is one of the largest space companies. It builds satellites, launch vehicles, rocket motors, and missile-defense systems, and it has missile-tracking and defense satellites on order, plus a central role in the B-21 Stealth Bomber. Its order backlog recently hit a record of almost $105 billion, giving it years of work, and generating billions of dollars in real free cash flow every year.

Today's Change

(

0.38

%) $

2.02

Current Price

$

535.50

The valuation is where it gets compelling. Northrop trades at roughly 16 times earnings, a fraction of SpaceX's multiple, and it pays a growing dividend on top of that. With global defense budgets climbing to records and initiatives like the Golden Dome missile shield ramping up, it is riding many of the same space and security tailwinds as SpaceX.

But you are buying proven profits at a sensible price rather than paying up for a promise. That combination gives your $5,000 a genuine margin of safety, something SpaceX simply cannot offer at recent prices

The trade-offs worth naming I will be fair to SpaceX because it has the higher ceiling. Starlink's consumer reach, direct-to-cell ambitions, and the sheer scale of Starship are things Northrop will never match, and if those bets pay off, SpaceX could deliver returns a defense contractor cannot.

Northrop, for its part, grows more slowly, in the mid-single-digit percentages, and has a history of occasional costly charges on complex programs. This is a choice between a high-ceiling, high-price bet and a lower-ceiling, lower-price one.

Could $5,000 in SpaceX roughly double by 2030? Perhaps, if many things breaks right. But you would be paying one of the richest valuations in the market for that hope, with real risk of disappointment along the way.

Northrop Grumman offers a cheaper, profitable, dividend-paying way to invest in the same space and defense boom, with much more downside protection. It's for investors who care about the price they pay. And over a five-year horizon, they should consider the unglamorous industrial as the better buy today. Sometimes the smartest way to bet on the future is to avoid overpaying for it.

Warren Buffett might no longer be the CEO of Berkshire Hathaway (BRKA +0.53%) (BRKB +0.24%), but the business still has the same issue it had under the leadership of the Oracle of Omaha. It has more cash than it knows what to do with.

But this deep liquidity has become a source of meaningful profit. In fact, Berkshire Hathaway earns more from its cash pile in a year than most S&P 500 index companies report in total earnings. Here's the math.

Image source: Getty Images.

A sizable passive income stream As of March 31, the Nebraska conglomerate had $397 billion in cash, cash equivalents, and short-term U.S. Treasuries on its balance sheet. That figure has trended higher in recent years, as the company has been a net seller of stocks.

Instead of simply holding dollars, this huge sum is primarily allocated to U.S. Treasuries. So, Berkshire is able to earn a risk-free return on this capital. During the first quarter of this year, the interest income it collected, coming mainly from its Treasury holdings, was $3.1 billion.

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3,882.40

Current Price

$

736,632.41

If rates go up, it's no surprise that this figure also rises. With the federal funds rate currently not far from its highest level in the past 15 years, Berkshire Hathaway's balance sheet benefits.

On an annualized basis, the conglomerate generated $12.4 billion in after-tax profit in the first quarter, funded by its cash pile. This is higher than most companies in the benchmark S&P 500 index. In fact, it's about the same as Walt Disney's trailing-12-month net income.

Today's Change

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-3.17

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-3.04

Current Price

$

92.83

Waiting for a better use of capital Buffett, who is still chairman, and CEO Greg Abel certainly wish they didn't have a large cash hoard. The ideal situation is for the business to find ample opportunities to deploy this capital at a higher potential rate of return. That's the ultimate objective that can drive shareholder value for Berkshire Hathaway's investor base.

The fact that there is so much cash on the balance sheet is a clear sign of the lack of opportunities the market is presenting right now. As a company with a value-focused philosophy, Berkshire Hathaway is cautious due to the elevated valuations it's been seeing.

The almost $400 billion in cash, cash equivalents, and Treasuries, however, can still be viewed in a very positive light, even though Berkshire is not earning the returns it could if its cash were actually used to buy stocks or entire businesses. This gives the conglomerate a substantial financial cushion, not only making it a safer company, but also allowing it to act quickly when opportunities eventually present themselves.

Shares in Aehr Test Systems (AEHR -5.38%) rose 15.4% in the week to Friday morning. The reasons behind the move will have to come down to speculation, as there's no hard, fundamental news about the stock in the last week. Still, Aehr is somewhat of a proxy for the theme of investing in the growth of AI semiconductor spending, and that's probably why there's been speculative buying this week.

Why Aehr Test Systems shares rose this week As a reminder, Aehr Test Systems makes test equipment and systems that help semiconductor manufacturers ensure reliability and quality. It's also a company that has successfully transitioned its focus from the electric vehicle (EV) market to the AI processor market, in line with shifts in end demand.

Today's Change

(

-5.38

%) $

-5.03

Current Price

$

88.51

The company is known for being tight-lipped about its customers for commercial reasons and lists customers who have been responsible for at least 10% of its revenue in terms of "Customer A" to "Customer G" in its SEC filings. As such, investors are always left playing the guessing game of who its customers might be. That's a big issue, considering how small the company is, with just $50 million in revenue in its recently completed 2026 financial year. In other words, every major order (bookings were $60.7 million in the fourth quarter of 2026) is a game changer.

Image source: Getty Images.

Aehr's customers reporting? Management refers to two lead customers in its reporting. One is a leading hyperscaler developing AI processors, and the other is an AI production customer developing silicon photonics technology. Given that Alphabet's Google and Intel could fit the profile of these two unnamed customers, and that both reported this week, it's possible investors bought into Aehr in anticipation of these two companies announcing ramp-ups in capital spending that might be beneficial to Aehr.

As long as momentum continues to build toward a ramp in AI spending, then stocks like Aehr will find favor among investors, and vice versa if the market starts slowing.

Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Intel. The Motley Fool has a disclosure policy.

, /PRNewswire/ -- QuidelOrtho Corporation (Nasdaq: QDEL) (the "Company" or "QuidelOrtho"), a leading global provider of diagnostic solutions, announced today that it will report its financial results for the second quarter 2026 ended June 28, 2026, after the market closes on Thursday, August 6, 2026.

Following the release of financial results, QuidelOrtho will hold a conference call beginning at 2:00 p.m. PT / 5:00 p.m. ET to discuss its financial results. Interested parties can access the call from the "Events & Presentations" section of the "Investor Relations" page of the Company's website at https://ir.quidelortho.com. Presentation materials will also be posted to the "Events & Presentations" section of the "Investor Relations" page of the Company's website at the time of the call. A replay of the conference call will be available shortly after the event on the "Investor Relations" page of the Company's website under the "Events & Presentations" section.

QuidelOrtho is dedicated to advancing diagnostics to power a healthier future. For more information, please visit quidelortho.com and follow QuidelOrtho on LinkedIn, Facebook and X.

About QuidelOrtho Corporation

With expertise spanning clinical chemistry, immunoassay, immunohematology and molecular testing, QuidelOrtho Corporation (Nasdaq: QDEL) is a leading global provider of diagnostic solutions, dedicated to advancing fast, accurate and reliable results that help improve patient outcomes – from the point of care to hospital, lab to clinic. Building on a legacy of innovation, QuidelOrtho works with healthcare providers to advance diagnostics that connect insights with solutions, defining a clearer path for informed decisions and better care.

Investor Contact:
Juliet Cunningham
Vice President, Investor Relations
[email protected]

Media Contact:
Stephanie Kleewein
Senior Corporate Communications and PR Manager
[email protected]

SOURCE QuidelOrtho Corporation

, /PRNewswire/ -- National shareholder rights firm Hagens Berman is investigating claims in a securities class action alleging violations of U.S. securities laws by Hub Group, Inc. (NASDAQ: HUBG). The suit contends the company and its senior executives provided false and misleading information to investors regarding the integrity of its financial reporting, revenue recognition practices, and the effectiveness of its internal controls.

REPORT YOUR HUBG LOSSES TO HBSS NOW

Class Period: Apr. 28, 2023 – May 11, 2026
Lead Plaintiff Deadline: Aug. 28, 2026
Visit: www.hbsslaw.com/investor-fraud/hubg
Contact the Firm Now: [email protected]
                                       844-916-0895

View our latest video summary of the allegations: youtu.be/_y-u8nktjMw

Hub Group, Inc. (HUBG) Securities Class Action:

The suit alleges that Hub Group's repeated disclosures throughout 2026 have revealed a pattern of severe accounting irregularities. The complaint claims the company intentionally or recklessly misled investors during the Class Period (April 28, 2023 – May 11, 2026) by:

Understating Costs: Failing to accurately report purchased transportation costs and accounts payable, leading to a $77 million accounting error in 2025 alone. Improper Revenue Recognition: Prematurely or incorrectly recognizing transactions, which rendered the company's 2023 and 2024 annual reports materially misstated. Internal Control Deficiencies: Maintaining inadequate disclosure controls and internal control over financial reporting, despite repeated public assurances of their effectiveness. The Truth Emerges
The complaint alleges that the market's perception of Hub Group's stability was dismantled by two major corrective disclosures:

February 2026: The company revealed that financial statements for the first three quarters of 2025 were unreliable, causing an immediate 18% decline in share price. May 2026: Hub Group announced that its 2023 and 2024 annual reports were also materially misstated, compounding the decline with an additional 13% drop in share price. These revelations wiped out over $890 million in market capitalization, prompting the departure of the company's Chief Financial Officer and Chief Operating Officer in May 2026.

"Now that Hub Group has almost cleaned out its C-suite following accounting improprieties reaching all the way back to 2023, the core focus of our investigation is whether they were intentional or reckless with the goal of making financial metrics appear better than they actually were. We're also looking to see whether additional problems will surface when the company's review is completed," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.

Investor Rights and Lead Plaintiff Deadline 

Investors who purchased or acquired Hub Group common stock between April 28, 2023, and May 11, 2026, may be eligible to serve as lead plaintiff. The court-imposed deadline to move for appointment as lead plaintiff is August 28, 2026.

Submit your losses now Contact Our Attorneys: [email protected] HBSS Investor Hotline: 844-916-0895 If you'd like more information and answers to other frequently asked questions about the Hub Group case and the firm's investigation, read more »

Whistleblowers: Persons with non-public information regarding Hub Group should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].

About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw. 

Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.

SOURCE Hagens Berman Sobol Shapiro LLP

NASHVILLE, Tenn.--(BUSINESS WIRE)--HCA Healthcare, Inc. (NYSE: HCA) today announced financial and operating results for the second quarter ended June 30, 2026. The Company's financial and operating results, as well as its updated guidance and key assumptions, are consistent with its July 14, 2026 second quarter preview. Key second quarter metrics (all percentage changes compare 2Q 2026 to 2Q 2025 unless otherwise noted): Revenues increased 8.7 percent to $20.230 billion Net income attributable.

HCA Healthcare Inc (HCA) released its 8-K filing on July 24, 2026, detailing its financial results for the second quarter ended June 30, 2026. As the largest he

Posted by Defense World Staff on Jul 24th, 2026

Fifth Third Bancorp grew its holdings in Bank OZK (NASDAQ:OZK – Free Report) by 2,971.0% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 33,627 shares of the company’s stock after acquiring an additional 32,532 shares during the quarter. Fifth Third Bancorp’s holdings in Bank OZK were worth $1,543,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Ruffer LLP purchased a new stake in Bank OZK in the fourth quarter valued at approximately $3,137,000. UBS Group AG grew its stake in Bank OZK by 13.4% in the fourth quarter. UBS Group AG now owns 531,843 shares of the company’s stock worth $24,475,000 after purchasing an additional 63,051 shares during the period. Allspring Global Investments Holdings LLC grew its holdings in Bank OZK by 21.5% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 284,258 shares of the company’s stock worth $13,371,000 after purchasing an additional 50,258 shares during the period. JPMorgan Chase & Co. increased its holdings in shares of Bank OZK by 21.8% during the third quarter. JPMorgan Chase & Co. now owns 285,876 shares of the company’s stock valued at $14,574,000 after acquiring an additional 51,171 shares in the last quarter. Finally, Van Berkom & Associates Inc. increased its position in shares of Bank OZK by 2.8% during the fourth quarter. Van Berkom & Associates Inc. now owns 1,869,432 shares of the company’s stock valued at $86,031,000 after acquiring an additional 50,985 shares in the last quarter. Institutional investors and hedge funds own 86.18% of the company’s stock.

Bank OZK News Summary Here are the key news stories impacting Bank OZK this week:

Positive Sentiment: Management said Bank OZK is continuing to diversify its loan book, with real estate exposure dropping below 50% and the company outlining mid-single-digit loan growth for 2026, which could reduce concentration risk over time. Bank OZK drops real estate exposure below 50% Positive Sentiment: Bank OZK’s earnings call highlighted diversification gains and continued momentum in its commercial and industrial banking business, suggesting some parts of the franchise are offsetting weakness elsewhere. Bank OZK Earnings Call: Diversification Gains Amid Headwinds Positive Sentiment: Zacks Research raised earnings estimates for FY2026 and upcoming quarters, indicating some analysts see modestly better profitability ahead. Bank OZK Q2 Earnings Beat Estimates on Higher Fee Income, Shares Fall Neutral Sentiment: Morgan Stanley kept a Hold rating and a $56 price target, signaling a cautious but not bearish stance after the earnings update. Hold Rating Reiterated on Bank OZK as Earnings Headwinds Offset by CIB Momentum; $56 Price Target Unchanged Neutral Sentiment: The company also opened a new Denton location, a small expansion move that supports long-term footprint growth but is unlikely to drive the stock in the near term. Bank OZK to offer financial services at new Denton location Negative Sentiment: Q2 results showed earnings beat estimates, but revenue, net interest income, and credit quality trends were weaker than expected, which is weighing on sentiment and helping explain the stock’s recent weakness. Bank OZK Q2 Earnings Beat Estimates on Higher Fee Income, Shares Fall Negative Sentiment: Recent reports said quarterly net income and revenue declined, reinforcing concerns that near-term earnings pressure may persist despite the diversification strategy. Bank OZK posts quarterly declines in net income, revenue Analysts Set New Price Targets Several equities analysts have issued reports on the stock. Wells Fargo & Company upped their target price on shares of Bank OZK from $50.00 to $52.00 and gave the company an “equal weight” rating in a research note on Monday, July 6th. Weiss Ratings raised Bank OZK from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, June 23rd. Piper Sandler restated an “overweight” rating and set a $61.00 price objective on shares of Bank OZK in a research report on Wednesday. Morgan Stanley lifted their target price on Bank OZK from $54.00 to $56.00 and gave the company an “equal weight” rating in a research note on Monday, June 29th. Finally, Wall Street Zen upgraded shares of Bank OZK from a “sell” rating to a “hold” rating in a report on Sunday, May 17th. Three research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $56.12.

Read Our Latest Analysis on OZK

Bank OZK Stock Performance Bank OZK stock opened at $50.12 on Friday. The company’s 50-day moving average price is $49.93 and its 200-day moving average price is $48.27. The company has a quick ratio of 1.00, a current ratio of 0.97 and a debt-to-equity ratio of 0.08. The company has a market cap of $5.61 billion, a PE ratio of 8.28 and a beta of 0.89. Bank OZK has a twelve month low of $42.37 and a twelve month high of $53.66.

Bank OZK (NASDAQ:OZK – Get Free Report) last announced its quarterly earnings results on Tuesday, July 21st. The company reported $1.49 EPS for the quarter, beating analysts’ consensus estimates of $1.48 by $0.01. The firm had revenue of $430.02 million during the quarter, compared to the consensus estimate of $436.42 million. Bank OZK had a net margin of 24.95% and a return on equity of 11.87%. The firm’s revenue for the quarter was up .5% compared to the same quarter last year. During the same quarter last year, the firm earned $1.47 EPS. On average, equities research analysts forecast that Bank OZK will post 5.98 EPS for the current fiscal year.

Bank OZK announced that its board has authorized a stock buyback plan on Monday, June 29th that authorizes the company to buyback $200.00 million in outstanding shares. This buyback authorization authorizes the company to reacquire up to 3.4% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s board believes its stock is undervalued.

Bank OZK Increases Dividend The business also recently disclosed a quarterly dividend, which was paid on Monday, July 20th. Stockholders of record on Monday, July 13th were paid a $0.48 dividend. This represents a $1.92 annualized dividend and a dividend yield of 3.8%. The ex-dividend date of this dividend was Monday, July 13th. This is a positive change from Bank OZK’s previous quarterly dividend of $0.47. Bank OZK’s dividend payout ratio is 31.27%.

About Bank OZK (Free Report)

Bank OZK, formerly known as Bank of the Ozarks, is a regional commercial bank headquartered in Little Rock, Arkansas. Established in 1903, the bank offers a full suite of banking products and services to both individual and corporate clients. Through a combination of organic growth and targeted acquisitions, Bank OZK has built a diversified lending portfolio and a strong deposit franchise.

The bank’s core operations focus on commercial real estate lending, including acquisition, development and construction financing.

Further Reading Five stocks we like better than Bank OZK Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market

Receive News & Ratings for Bank OZK Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Bank OZK and related companies with MarketBeat.com's FREE daily email newsletter.

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AppLovin is rated a Strong Buy, with a compelling entry point after a recent 17% price drop since prior coverage and robust growth prospects. Management guides for 53% revenue and 60% adjusted EBITDA growth YoY, driven by digital advertising tailwinds and APP's advanced AXON and MAX platforms. Competitive threats from Meta, Google, and Amazon are real, but APP's distinct market position and partnerships support a profitable second-channel thesis.

Posted by Defense World Staff on Jul 24th, 2026

Fifth Third Bancorp boosted its position in shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) by 240.0% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 65,217 shares of the company’s stock after buying an additional 46,037 shares during the quarter. Fifth Third Bancorp’s holdings in Super Micro Computer were worth $1,485,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Geode Capital Management LLC boosted its stake in Super Micro Computer by 0.3% during the 4th quarter. Geode Capital Management LLC now owns 13,808,499 shares of the company’s stock worth $402,627,000 after acquiring an additional 41,314 shares during the last quarter. Invesco Ltd. increased its stake in Super Micro Computer by 21.2% in the fourth quarter. Invesco Ltd. now owns 9,953,780 shares of the company’s stock valued at $291,347,000 after purchasing an additional 1,738,749 shares in the last quarter. Disciplined Growth Investors Inc. MN raised its holdings in Super Micro Computer by 16.5% in the second quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock worth $476,905,000 after purchasing an additional 1,381,046 shares during the period. Norges Bank acquired a new stake in Super Micro Computer in the fourth quarter worth $136,569,000. Finally, Dimensional Fund Advisors LP boosted its position in shares of Super Micro Computer by 35.1% during the fourth quarter. Dimensional Fund Advisors LP now owns 3,971,392 shares of the company’s stock worth $116,259,000 after purchasing an additional 1,031,856 shares in the last quarter. Institutional investors own 84.06% of the company’s stock.

Super Micro Computer Stock Performance SMCI opened at $31.20 on Friday. The company has a market capitalization of $18.76 billion, a price-to-earnings ratio of 16.51, a P/E/G ratio of 0.40 and a beta of 1.94. The business’s 50-day moving average price is $32.70 and its two-hundred day moving average price is $30.52. Super Micro Computer, Inc. has a 1 year low of $19.48 and a 1 year high of $62.36. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29.

Super Micro Computer (NASDAQ:SMCI – Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, topping the consensus estimate of $0.63 by $0.21. The company had revenue of $10.24 billion during the quarter, compared to analysts’ expectations of $12.39 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.Super Micro Computer’s revenue for the quarter was up 122.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.31 earnings per share. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Equities analysts expect that Super Micro Computer, Inc. will post 2.11 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth SMCI has been the subject of several research analyst reports. Mizuho decreased their price target on shares of Super Micro Computer from $44.00 to $34.00 and set a “neutral” rating for the company in a report on Thursday. Raymond James Financial reduced their target price on Super Micro Computer from $45.00 to $39.00 in a report on Friday, June 12th. Rosenblatt Securities set a $45.00 target price on Super Micro Computer and gave the company a “buy” rating in a research note on Wednesday. Citigroup restated a “neutral” rating and issued a $33.00 price target (up from $31.00) on shares of Super Micro Computer in a report on Monday, July 13th. Finally, The Goldman Sachs Group reaffirmed a “sell” rating on shares of Super Micro Computer in a research report on Wednesday, May 6th. Four analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $39.21.

Read Our Latest Research Report on SMCI

Super Micro Computer News Summary Here are the key news stories impacting Super Micro Computer this week:

Positive Sentiment: Super Micro said gross margin is now expected to be 15% to 17%, far above its prior 8.2% to 8.4% outlook, easing investor concerns about profitability and helping explain the stock’s surge. Super Micro Computer stock surges 20% on margin recovery Positive Sentiment: The company disclosed more than $60 billion in new orders in the quarter and a record backlog, reinforcing the view that demand for its AI servers remains very strong. Supermicro Introduces New Server Portfolio with 6th Gen AMD EPYC CPUs Positive Sentiment: Super Micro also introduced a new H15 server portfolio powered by 6th Gen AMD EPYC CPUs and optimized for next-generation AI workloads, which supports its growth narrative in AI infrastructure. Supermicro Introduces New Server Portfolio Neutral Sentiment: Several analysts raised price targets or upgraded the stock, while others stayed cautious, suggesting expectations remain mixed despite the stronger update. Negative Sentiment: Revenue is still expected near the low end of guidance, and some reports warned that fulfilling the huge backlog may require additional financing or capital raises, tempering the bullish reaction. Negative Sentiment: Northland and Mizuho kept a more restrained view on the name, with one cutting near-term EPS estimates and another lowering its price target, showing concerns have not fully disappeared. Super Micro Computer Company Profile (Free Report)

Super Micro Computer, Inc (Supermicro) is a technology company that designs, develops and manufactures high-performance server, storage and networking solutions for enterprise, cloud, data center, high performance computing (HPC) and edge computing customers. The company’s product portfolio includes rackmount and blade servers, storage subsystems, motherboards, chassis, power supplies and networking components, with an emphasis on high-density, energy-efficient configurations and platforms optimized for GPU-accelerated workloads and artificial intelligence applications.

Headquartered in San Jose, California, Supermicro combines in-house engineering with a global manufacturing and distribution footprint to deliver configurable, application-specific systems.

Read More Five stocks we like better than Super Micro Computer Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market Want to see what other hedge funds are holding SMCI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report).

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« PREVIOUS HEADLINEBooking Holdings Inc. $BKNG Stake Boosted by Bank of Nova Scotia

HONOLULU, July 24, 2026 (GLOBE NEWSWIRE) -- First Hawaiian, Inc. (NASDAQ:FHB), (“First Hawaiian” or the “Company”) today reported financial results for its quarter ended June 30, 2026. "The second quarter was another strong quarter, reflecting the strength of our business model, the disciplined execution by our team and the trust our customers place in us," said Bob Harrison, Chairman, President and Chief Executive Officer.

LOUISVILLE, Ky.--(BUSINESS WIRE)--Republic Bancorp, Inc. (“Republic” or the “Company”) reported second quarter 2026 net income and Diluted Earnings per Class A Common Share (“Diluted EPS”) of $32.9 million and $1.68 per share, representing increases of 4% over the $31.5 million and $1.61 per share reported for the second quarter of 2025. As a result, the Company achieved a return on average assets (“ROA”) and a return on average equity (“ROE”) of 1.88% and 11.42% for the second quarter of 2026.

PORTERVILLE, Calif.--(BUSINESS WIRE)--Sierra Bancorp Announces 4% Increase in Quarterly Cash Dividend.

Bank of Nova Scotia raised its holdings in shares of Boston Scientific Corporation (NYSE:BSX – Free Report) by 15.5% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,303,011 shares of the medical equipment provider’s stock after acquiring an additional 308,930 shares during the quarter. Bank of Nova Scotia owned approximately 0.15% of Boston Scientific worth $144,515,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Vanguard Group Inc. raised its stake in Boston Scientific by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 139,685,997 shares of the medical equipment provider’s stock worth $13,319,060,000 after acquiring an additional 1,436,550 shares in the last quarter. State Street Corp grew its holdings in shares of Boston Scientific by 1.4% during the fourth quarter. State Street Corp now owns 65,846,059 shares of the medical equipment provider’s stock worth $6,278,422,000 after purchasing an additional 920,495 shares during the last quarter. Capital World Investors grew its holdings in shares of Boston Scientific by 1.9% during the fourth quarter. Capital World Investors now owns 27,151,575 shares of the medical equipment provider’s stock worth $2,588,953,000 after purchasing an additional 502,627 shares during the last quarter. Norges Bank acquired a new stake in shares of Boston Scientific during the fourth quarter worth about $2,199,395,000. Finally, Morgan Stanley increased its position in shares of Boston Scientific by 10.8% during the fourth quarter. Morgan Stanley now owns 22,960,556 shares of the medical equipment provider’s stock worth $2,189,289,000 after purchasing an additional 2,246,308 shares in the last quarter. Institutional investors and hedge funds own 89.07% of the company’s stock.

Boston Scientific Stock Performance Shares of BSX opened at $43.67 on Friday. The stock has a market capitalization of $64.90 billion, a P/E ratio of 18.27, a P/E/G ratio of 0.82 and a beta of 0.58. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.22 and a current ratio of 1.90. Boston Scientific Corporation has a 1 year low of $42.20 and a 1 year high of $109.50. The company’s fifty day moving average is $47.37 and its two-hundred day moving average is $64.20.

Boston Scientific (NYSE:BSX – Get Free Report) last released its earnings results on Wednesday, April 22nd. The medical equipment provider reported $0.80 EPS for the quarter, topping the consensus estimate of $0.79 by $0.01. Boston Scientific had a net margin of 17.29% and a return on equity of 19.17%. The company had revenue of $5.20 billion during the quarter, compared to analysts’ expectations of $5.19 billion. During the same quarter last year, the business earned $0.75 EPS. The business’s revenue was up 11.6% on a year-over-year basis. On average, sell-side analysts predict that Boston Scientific Corporation will post 3.35 earnings per share for the current year.

Boston Scientific declared that its Board of Directors has initiated a share buyback plan on Monday, May 18th that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the medical equipment provider to reacquire up to 6.4% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s leadership believes its stock is undervalued.

Wall Street Analysts Forecast Growth Several research analysts have commented on BSX shares. Wall Street Zen lowered Boston Scientific from a “buy” rating to a “hold” rating in a research report on Saturday, March 28th. Jefferies Financial Group reduced their price target on shares of Boston Scientific from $100.00 to $67.00 and set a “buy” rating for the company in a research report on Wednesday, June 24th. Oppenheimer set a $90.00 price target on shares of Boston Scientific in a research note on Thursday, April 23rd. Truist Financial lowered their price objective on shares of Boston Scientific from $64.00 to $62.00 and set a “buy” rating on the stock in a research report on Thursday, July 16th. Finally, Weiss Ratings cut shares of Boston Scientific from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday, July 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $79.84.

Check Out Our Latest Stock Report on Boston Scientific

Insider Activity at Boston Scientific In other Boston Scientific news, Director Cheryl Pegus acquired 1,770 shares of the stock in a transaction on Wednesday, May 20th. The shares were bought at an average price of $56.49 per share, with a total value of $99,987.30. Following the acquisition, the director owned 1,770 shares of the company’s stock, valued at $99,987.30. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Edward J. Ludwig bought 3,580 shares of the business’s stock in a transaction dated Wednesday, May 20th. The shares were acquired at an average cost of $56.68 per share, with a total value of $202,914.40. Following the completion of the purchase, the director owned 25,359 shares in the company, valued at approximately $1,437,348.12. This represents a 16.44% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought a total of 9,800 shares of company stock worth $554,012 over the last 90 days. Company insiders own 0.34% of the company’s stock.

Boston Scientific Company Profile (Free Report)

Boston Scientific Corporation (NYSE: BSX) is a global medical device company that develops, manufactures and markets a broad portfolio of products used in less-invasive medical procedures. Founded in 1979 by John Abele and Peter Nicholas, the company is headquartered in Marlborough, Massachusetts, and focuses on technologies that enable physicians to treat a wide range of cardiovascular, digestive, urologic, pulmonary and chronic pain conditions without open surgery.

Boston Scientific’s activities span product development, clinical research, regulatory affairs and commercial sales.

Read More Five stocks we like better than Boston Scientific Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market

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