Earnings360 Newsletter for 7/17/2026

Earnings360 Newsletter for 7/17/2026
Earnings Highlights: TRV, FITB, RF, TFC, GE, WIT, TSM, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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What really happened in Beijing? (ad)
What really happened in Beijing?
Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors?

Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all.
 
Watch the full documentary and see which assets are positioned to benefittc pixel
Top Earnings News
Why Microsoft Is Playing a Different AI Game Than Big Tech—and Cash Flow Is the Test
Why Conagra’s Dividend Cut Could Be the Best Thing for Investors
This ‘Starburst’ Could Be Bigger Than the SpaceX IPOtc pixel 
Cintas Keeps Beating Expectations—And the Story Isn’t Over
Tesla’s Delivery Surprise Was Big—Earnings Need to Be Bigger
Why Johnson & Johnson’s Earnings Dip Looks Like a Buying Opportunity
Apple’s AI Toll Booth Thesis Faces Its Biggest Test Yet Before Earnings
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it?tc pixel 
Alphabet’s AI Spending Question Looms Over Q2 Earnings
Why Fastenal’s Latest Drop Could Be Its Biggest Opportunity Yet
JPMorgan’s Q2 Strength Gives the Stock Rally New Support
Prepare for the Next Wave of Factory Automation With These 3 Standout Names

Friday, July 17 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ALV Autoliv$120.47$2.46$2.43($0.03)$2.80 thousand$2.77 thousand3.3%
ASAZY Assa Abloy$17.97$0.23$0.21($0.02)$4.07 thousand$4.09 thousand
FITB Fifth Third Bancorp$57.92$0.84$0.83($0.01)$3.26 thousand$3.24 thousand
GNGBY Getinge$24.18 - $0.38 - $894.87$0.00
ORINY Orion OYJ$38.54 - $0.58 - $606.38$0.00
RF Regions Financial$31.67$0.63$0.68$0.05$1.95 thousand$1.94 thousand.1%
SAABY Saab$29.32 - $0.21 - $2.72 thousand$0.00
SWDBY SwedbankSEK 37.34 - SEK 0.68 - SEK1.93 thousandSEK0.00
TFC Truist Financial$52.50$1.08$1.23$0.15$5.31 thousand$5.24 thousand5.6%
TLSNY TeliaSonera$9.48$0.11$0.12$0.01$2.15 thousand$2.14 thousand
TRV Travelers Companies$369.50$5.41$10.04$4.63$12.15 thousand$11.26 thousand.3%
The strange sign indicating this tech’s demand just went vertical (ad)
The strange sign indicating this tech’s demand just went vertical
Tech forecaster George Gilder - who identified Amazon when it was still just an online bookstore and predicted mobile computing years before the iPhone - has identified three companies he calls the 'Trillion Dollar Triangle.'

One of them went public just weeks ago. Demand for its technology is already outpacing supply, with major AI players among its biggest customers. Gilder says this kind of supply crunch is the tell that a new technology is transitioning from possibility to inevitability.
 
Discover the three companies behind the Trillion Dollar Triangle todaytc pixel

Thursday, July 16 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AA Alcoa$43.84$2.25$2.12($0.13)$3.97 thousand$3.99 thousand
ABBNY ABB$98.29$0.79$0.66($0.13)$9.48 thousand$9.34 thousand
ABT Abbott Laboratories$100.71$1.28$1.31$0.03$12.51 thousand$12.52 thousand13.0%
ATLKY Atlas Copco$20.31$0.16$0.15($0.01)$4.66 thousand$4.61 thousand
CBSH Commerce Bancshares$59.14$1.04$1.10$0.06$498.91$492.22
CFG Citizens Financial Group$72.34$1.25$1.30$0.05$2.28 thousand$2.25 thousand12.1%
CNS Cohen & Steers$84.83$0.86$0.85($0.01)$151.84$149.4512.2%
FFIN First Financial Bankshares$35.32$0.50$0.50$0.00$172.76$173.03
FNB F.N.B.$19.07$0.42$0.42$0.00$465.77$467.13
GE GE Aerospace$348.58$1.86$2.02$0.16$12.63 thousand$11.87 thousand21.1%
INDB Independent Bank$84.51$1.79$1.70($0.09)$253.32$257.50
MAN ManpowerGroup$52.31$0.96$0.99$0.03$4.86 thousand$4.72 thousand
NFLX Netflix$68.95$0.79$0.80$0.01$12.56 thousand$12.58 thousand13.4%
NRDBY Nordea Bank$19.36$0.40$0.42$0.02$3.47 thousand$3.41 thousand
PLD Prologis$149.65$0.75$1.13$0.38$2.43 thousand$2.16 thousand11.0%
SFNC Simmons First National$22.95$0.53$0.50($0.03)$248.57$250.9816.1%
STT State Street$182.27$3.34$3.65$0.31$4.05 thousand$3.88 thousand23.3%
TELNY Telenor ASA$13.75$0.23$0.21($0.02)$1.88 thousand$1.91 thousand
TLTZY Tele2$8.28$0.10$0.09($0.01)$766.77$750.18
TSM Taiwan Semiconductor Manufacturing$397.59$3.82$4.31$0.49$39.89 thousand$39.83 thousand33.7%
UNH UnitedHealth Group$426.40$4.94$6.38$1.44$112.03 thousand$110.81 thousand.4%
USB U.S. Bancorp$63.14$1.28$1.35$0.07$7.71 thousand$7.58 thousand
VIST Vista Energy$64.04$3.15$2.38($0.77)$1.23 thousand$1.19 thousand
WABC Westamerica Bancorporation$61.36$1.10$1.17$0.07$62.77$61.60
WAFD WaFd$38.12$0.82$0.81($0.01)$205.52$199.56
WIT Wipro$1.86$0.03$0.03$0.00$2.54 thousand$2.60 thousand

Upcoming Earnings Reports

CompanyRelease DateRelease Time
AREC American Resources7/20/2026Afternoon
AMSF AMERISAFE7/21/2026Afternoon
NLY Annaly Capital Management7/21/2026Afternoon
BWB Bridgewater Bancshares7/21/2026Afternoon
COF Capital One Financial7/21/2026Afternoon
FOR Forestar Group7/21/2026Morning
HAS Hasbro7/21/2026Morning
IBKR Interactive Brokers Group7/21/2026Afternoon
MCB Metropolitan Bank7/21/2026Afternoon
NP Neptune Insurance7/21/2026Afternoon
NIC Nicolet Bankshares7/21/2026N/A
OFG OFG Bancorp7/21/2026Morning
PEGA Pegasystems7/21/2026Afternoon
TFIN Triumph Financial7/21/2026Afternoon
VMI Valmont Industries7/21/2026Morning
WBS Webster Financial7/21/2026Afternoon
WAL Western Alliance Bancorporation7/21/2026Afternoon
GOOGL Alphabet7/22/2026Afternoon
BMI Badger Meter7/22/2026Morning
BANR Banner7/22/2026Afternoon
VTMX Corporacion Inmobiliaria Vesta7/22/2026Afternoon
EFSC Enterprise Financial Services7/22/2026N/A
EQR Equity Residential7/22/2026Afternoon
FBP First BanCorp.7/22/2026Morning
LBRT Liberty Energy7/22/2026Afternoon
MEDP Medpace7/22/2026Afternoon
CASH Pathward Financial7/22/2026Afternoon
PNFP Pinnacle Financial Partners7/22/2026Afternoon
PHM PulteGroup7/22/2026Morning
RLI RLI7/22/2026Afternoon
RPM RPM International7/22/2026Morning
URI United Rentals7/22/2026Afternoon
WAB Wabtec7/22/2026Morning

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