who reports todayUS earnings, drawn as flowsMy portfolio

Saturday, October 3

Who reports today: earnings calendar

Sectors of the S&P 500

Information Technology: 33.5% of the index; revenue y/y: +63% (weighted by index share)Information Technology+63%33.5%Communication Services: 15.7% of the index; revenue y/y: +23% (weighted by index share)CommunicationServices+23%15.7%Financials: 11.9% of the index; revenue y/y: +18% (weighted by index share)Financials+18%11.9%Consumer Discretionary: 9.3% of the index; revenue y/y: +17% (weighted by index share)ConsumerDiscretionary+17%9.3%Health Care: 8.8% of the index; revenue y/y: +16% (weighted by index share)Health Care+16%8.8%Industrials: 7.9% of the index; revenue y/y: +16% (weighted by index share)Industrials+16%7.9%Consumer Staples: 4.8% of the index; revenue y/y: +7.5% (weighted by index share)ConsumerStaples+7.5%4.8%Energy: 3.1% of the index; revenue y/y: +39% (weighted by index share)Energy+39%3.1%Utilities: 1.8% of the index; revenue y/y: +8% (weighted by index share)Util.+8%1.8%Materials: 1.7% of the index; revenue y/y: +9.8% (weighted by index share)Mater.+9.8%1.7%Real Estate: 1.7% of the index; revenue y/y: +13% (weighted by index share)Real Estate+13%Information Technology: 33.5% of the index; revenue y/y: +63% (weighted by index share)InformationTechnology+63%33.5%Communication Services: 15.7% of the index; revenue y/y: +23% (weighted by index share)CommunicationServices+23%15.7%Financials: 11.9% of the index; revenue y/y: +18% (weighted by index share)Financials+18%11.9%Consumer Discretionary: 9.3% of the index; revenue y/y: +17% (weighted by index share)Cons.Discr.+17%9.3%Health Care: 8.8% of the index; revenue y/y: +16% (weighted by index share)Health Care+16%8.8%Industrials: 7.9% of the index; revenue y/y: +16% (weighted by index share)Industrials+16%7.9%Consumer Staples: 4.8% of the index; revenue y/y: +7.5% (weighted by index share)ConsumerStaples+7.5%Energy: 3.1% of the index; revenue y/y: +39% (weighted by index share)Energy+39%3.1%Utilities: 1.8% of the index; revenue y/y: +8% (weighted by index share)+8%Materials: 1.7% of the index; revenue y/y: +9.8% (weighted by index share)+9.8%Real Estate: 1.7% of the index; revenue y/y: +13% (weighted by index share)+13%
Information Technology: 33.5% of the indexInformation Technology 33.5%NVDA · Nvidia — revenue y/y: +106% · quarter ended 07/26/2026; 6.96% of the indexNVDA+106%AAPL · Apple — revenue y/y: +16% · quarter ended 06/27/2026; 6.11% of the indexAAPL+16%MSFT · Microsoft — revenue y/y: +18% · quarter ended 06/30/2026; 4.87% of the indexMSFT+18%AVGO · Broadcom — revenue y/y: +86% · quarter ended 08/02/2026; 2.29% of the indexAVGO+86%MU · Micron Technology — revenue y/y: +346% · quarter ended 05/28/2026; 1.42% of the indexMU+346%AMD · Advanced Micro Devices — revenue y/y: +50% · quarter ended 06/27/2026; 1.04% of the indexAMD+50%INTC · Intel — revenue y/y: +25% · quarter ended 06/27/2026; 0.63% of the indexINTC+25%CSCO · Cisco Systems — revenue y/y: +18% · quarter ended 07/25/2026; 0.59% of the indexCSCO+18%PLTR · Palantir Technologies — revenue y/y: +93% · quarter ended 06/30/2026; 0.57% of the indexPLTR+93%ORCL · Oracle — revenue y/y: +30% · quarter ended 08/31/2026; 0.56% of the indexORCL+30%LRCX · Lam Research — revenue y/y: +30% · quarter ended 06/28/2026; 0.53% of the indexLRCX+30%AMAT · Applied Materials — revenue y/y: +25% · quarter ended 07/26/2026; 0.52% of the indexAMAT+25%DELL · Dell Technologies — revenue y/y: +58% · quarter ended 07/31/2026; 0.39% of the indexDELL+58%PANW · Palo Alto Networks — revenue y/y: +34% · quarter ended 07/31/2026; 0.38% of the indexPANW+34%ANET · Arista Networks — revenue y/y: +38% · quarter ended 06/30/2026; 0.32% of the indexKLAC · KLA — revenue y/y: +15% · quarter ended 06/30/2026; 0.32% of the indexTXN · Texas Instruments — revenue y/y: +23% · quarter ended 06/30/2026; 0.32% of the indexTXNSNDK · Sandisk — revenue y/y: +372% · quarter ended 07/03/2026; 0.30% of the indexSNDKIBM · International Business Machines — revenue y/y: +1.1% · quarter ended 06/30/2026; 0.29% of the indexIBMMRVL · Marvell Technology — revenue y/y: +37% · quarter ended 08/01/2026; 0.29% of the indexMRVLAPH · Amphenol — revenue y/y: +55% · quarter ended 06/30/2026; 0.26% of the indexAPHCRWD · Crowdstrike Holdings — revenue y/y: +26% · Q2 FY2027; 0.26% of the indexSTX · Seagate Technology Holdings — revenue y/y: +48% · quarter ended 07/03/2026; 0.25% of the indexSTXADI · Analog Devices — revenue y/y: +40% · quarter ended 08/01/2026; 0.24% of the indexADIQCOM · Qualcomm — revenue y/y: −4% · quarter ended 06/28/2026; 0.23% of the indexCRM · Salesforce — revenue y/y: +11% · quarter ended 07/31/2026; 0.23% of the indexCRMWDC · Western Digital — revenue y/y: +44% · quarter ended 07/03/2026; 0.21% of the indexWDCNOW · Servicenow — revenue y/y: +24% · quarter ended 06/30/2026; 0.18% of the indexGLW · Corning — revenue y/y: +17% · quarter ended 06/30/2026; 0.17% of the indexACN · Accenture — revenue y/y: +5.6% · quarter ended 05/31/2026; 0.15% of the indexFTNT · Fortinet — revenue y/y: +26% · quarter ended 06/30/2026; 0.15% of the indexADBE · Adobe — revenue y/y: +13% · quarter ended 08/28/2026; 0.15% of the indexINTU · Intuit — revenue y/y: +14% · quarter ended 07/31/2026; 0.13% of the indexCDNS · Cadence Design Systems — revenue y/y: +24% · Q2 2026; 0.12% of the indexDDOG · Datadog, Inc. — revenue y/y: +36% · quarter ended 06/30/2026; 0.11% of the indexMSI · Motorola Solutions — revenue y/y: +13% · quarter ended 07/04/2026; 0.11% of the indexLITE · Lumentum Holdings Inc. — revenue y/y: +90% · quarter ended 03/28/2026; 0.10% of the indexSNPS · Synopsys, Inc. — revenue y/y: +42% · quarter ended 07/31/2026; 0.10% of the indexHPE · Hewlett Packard Enterprise Company — revenue y/y: +34% · quarter ended 07/31/2026; 0.10% of the indexMPWR · Monolithic Power Systems, Inc. — revenue y/y: +48% · quarter ended 06/30/2026; 0.09% of the indexTEL · TE Connectivity plc — revenue y/y: +14% · quarter ended 06/26/2026; 0.08% of the indexTER · Teradyne, Inc. — revenue y/y: +104% · quarter ended 06/28/2026; 0.08% of the indexCOHR · Coherent Corp. — revenue y/y: +21% · quarter ended 03/31/2026; 0.08% of the indexNXPI · NXP Semiconductors N.V. — revenue y/y: +20% · quarter ended 06/28/2026; 0.08% of the indexCIEN · Ciena Corporation — revenue y/y: +37% · quarter ended 08/01/2026; 0.07% of the indexKEYS · Keysight Technologies, Inc. — revenue y/y: +37% · quarter ended 07/31/2026; 0.07% of the indexADSK · Autodesk, Inc. — revenue y/y: +16% · quarter ended 07/31/2026; 0.07% of the indexWDAY · Workday, Inc. — revenue y/y: +13% · quarter ended 07/31/2026; 0.06% of the indexROP · Roper Technologies, Inc. — revenue y/y: +8.5% · quarter ended 06/30/2026; 0.05% of the indexFLEX · Flex Ltd. — revenue y/y: +21% · quarter ended 06/26/2026; 0.05% of the indexMCHP · Microchip Technology Incorporated — revenue y/y: +38% · quarter ended 06/30/2026; 0.05% of the indexNTAP · NetApp, Inc. — revenue y/y: +30% · quarter ended 07/31/2026; 0.05% of the indexP · Everpure, Inc. — revenue y/y: +38% · quarter ended 08/02/2026; 0.05% of the indexJBL · Jabil Inc. — revenue y/y: +12% · quarter ended 05/31/2026; 0.04% of the indexTDY · Teledyne Technologies Incorporated — revenue y/y: +9.8% · quarter ended 06/28/2026; 0.04% of the indexON · ON Semiconductor Corporation — revenue y/y: +9.2% · quarter ended 07/03/2026; 0.04% of the indexCTSH · Cognizant Technology Solutions Corporation — revenue y/y: +4.5% · quarter ended 06/30/2026; 0.04% of the indexQ · Qnity Electronics, Inc. — revenue y/y: +22% · quarter ended 06/30/2026; 0.04% of the indexHPQ · HP Inc. — revenue y/y: +13% · quarter ended 07/31/2026; 0.04% of the indexVRSN · VeriSign, Inc. — revenue y/y: +6% · quarter ended 06/30/2026; 0.04% of the indexFICO · Fair Isaac Corporation — revenue y/y: +26% · quarter ended 06/30/2026; 0.03% of the indexSMCI · Super Micro Computer, Inc. — revenue y/y: +123% · quarter ended 03/31/2026; 0.03% of the indexFSLR · First Solar, Inc. — revenue y/y: −3.7% · quarter ended 06/30/2026; 0.03% of the indexFFIV · F5, Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.03% of the indexGEN · Gen Digital Inc. — revenue y/y: +6.3% · quarter ended 07/03/2026; 0.02% of the indexZBRA · Zebra Technologies Corporation — revenue y/y: +20% · quarter ended 07/04/2026; 0.02% of the indexCDW · CDW Corporation — revenue y/y: +10% · quarter ended 06/30/2026; 0.02% of the indexPTC · PTC Inc. — revenue y/y: −6.8% · quarter ended 06/30/2026; 0.02% of the indexAKAM · Akamai Technologies, Inc. — revenue y/y: +5.4% · quarter ended 06/30/2026; 0.02% of the indexTYL · Tyler Technologies, Inc. — revenue y/y: +8.2% · quarter ended 06/30/2026; 0.02% of the indexTRMB · Trimble Inc. — revenue y/y: +11% · quarter ended 07/03/2026; 0.02% of the indexGDDY · GoDaddy Inc. — revenue y/y: +6.6% · quarter ended 06/30/2026; 0.02% of the indexIT · Gartner, Inc. — revenue y/y: −0.6% · quarter ended 06/30/2026; 0.02% of the indexSWKS · Skyworks Solutions, Inc. — revenue y/y: −3.1% · quarter ended 07/03/2026; 0.01% of the indexCommunication Services: 15.7% of the indexCommunication Services 15.7%GOOGL · Alphabet — revenue y/y: +24% · quarter ended 06/30/2026; 5.74% of the indexGOOGL+24%GOOG · Alphabet — revenue y/y: +24% · quarter ended 06/30/2026; 5.72% of the indexGOOG+24%META · Meta Platforms — revenue y/y: +28% · quarter ended 06/30/2026; 1.93% of the indexMETA+28%NFLX · Netflix — revenue y/y: +13% · quarter ended 06/30/2026; 0.46% of the indexVZ · Verizon Communications — revenue y/y: −0.7% · quarter ended 06/30/2026; 0.28% of the indexVZTMUS · T-Mobile US — revenue y/y: +7.9% · quarter ended 06/30/2026; 0.26% of the indexTMUSDIS · Walt Disney — revenue y/y: +6.8% · quarter ended 06/27/2026; 0.26% of the indexDIST · At&T — revenue y/y: +2.3% · quarter ended 06/30/2026; 0.24% of the indexTAPP · Applovin — revenue y/y: +53% · quarter ended 06/30/2026; 0.14% of the indexCMCSA · Comcast — revenue y/y: −1.2% · quarter ended 06/30/2026; 0.13% of the indexWBD · Warner Bros. Discovery, Inc. — revenue y/y: −11% · quarter ended 06/30/2026; 0.10% of the indexTTWO · Take-Two Interactive Software, Inc. — revenue y/y: +2% · quarter ended 06/30/2026; 0.06% of the indexLYV · Live Nation Entertainment, Inc. — revenue y/y: +9.4% · quarter ended 06/30/2026; 0.06% of the indexTKO · TKO Group Holdings, Inc. — revenue y/y: +18% · quarter ended 06/30/2026; 0.05% of the indexRDDT · Reddit, Inc. — revenue y/y: +61% · quarter ended 06/30/2026; 0.04% of the indexFOXA · Fox Corporation — revenue y/y: −8.6% · quarter ended 03/31/2026; 0.04% of the indexFOX · Fox Corporation — revenue y/y: −8.6% · quarter ended 03/31/2026; 0.04% of the indexECHO · EchoStar Corporation — revenue y/y: −4% · quarter ended 06/30/2026; 0.03% of the indexCHTR · Charter Communications, Inc. — revenue y/y: −1.7% · quarter ended 06/30/2026; 0.03% of the indexOMC · Omnicom Group Inc. — revenue y/y: +63% · quarter ended 06/30/2026; 0.03% of the indexNWS · News Corporation — revenue y/y: +8.8% · quarter ended 03/31/2026; 0.02% of the indexNWSA · News Corporation — revenue y/y: +8.8% · quarter ended 03/31/2026; 0.02% of the indexPSKY · Paramount Skydance Corporation — revenue y/y: +0.9% · quarter ended 06/30/2026; 0.02% of the indexFinancials: 11.9% of the indexFinancials 11.9%BRK.B · Berkshire Hathaway Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 1.46% of the indexBRK.B+14%JPM · JPMorgan Chase & Co. — revenue y/y: +28% · quarter ended 06/30/2026; 1.27% of the indexJPM+28%V · Visa — revenue y/y: +14% · Q3 2026; 0.95% of the indexV+14%MA · Mastercard — revenue y/y: +14% · quarter ended 06/30/2026; 0.71% of the indexMA+14%BAC · Bank of America — revenue y/y: +15% · quarter ended 06/30/2026; 0.59% of the indexBAC+15%MS · Morgan Stanley — revenue y/y: +27% · quarter ended 06/30/2026; 0.45% of the indexMS+27%GS · Goldman Sachs Group — revenue y/y: +39% · quarter ended 06/30/2026; 0.43% of the indexGS+39%WFC · Wells Fargo & Company — revenue y/y: +8.6% · quarter ended 06/30/2026; 0.34% of the indexWFCAXP · American Express — revenue y/y: +8.6% · quarter ended 06/30/2026; 0.31% of the indexAXPC · Citigroup — revenue y/y: +14% · Q2 2026; 0.30% of the indexCSCHW · Schwab Charles — revenue y/y: +21% · quarter ended 06/30/2026; 0.26% of the indexSCHWBLK · Blackrock — revenue y/y: +31% · quarter ended 06/30/2026; 0.26% of the indexBLKBX · Blackstone — revenue y/y: +36% · quarter ended 06/30/2026; 0.24% of the indexBXCOF · Capital One Financial — revenue y/y: +50% · quarter ended 06/30/2026; 0.18% of the indexCOFCB · Chubb — revenue y/y: +7.2% · Q2 2026; 0.18% of the indexCBPGR · Progressive — revenue y/y: +7.3% · quarter ended 06/30/2026; 0.17% of the indexPGRSPGI · S&P Global — revenue y/y: +10% · Q2 2026; 0.17% of the indexBNY · Bank Of New York Mellon — revenue y/y: +13% · Q2 2026; 0.15% of the indexBNYCME · Cme Group — revenue y/y: +0.8% · quarter ended 06/30/2026; 0.13% of the indexPNC · Pnc Financial Services Group — revenue y/y: +21% · quarter ended 06/30/2026; 0.13% of the indexUSB · U.S. Bancorp — revenue y/y: +10% · quarter ended 06/30/2026; 0.13% of the indexHOOD · Robinhood Markets — revenue y/y: +32% · quarter ended 06/30/2026; 0.13% of the indexKKR · KKR & Co. — revenue y/y: +13% · quarter ended 06/30/2026; 0.13% of the indexMRSH · Marsh & McLennan Companies, Inc. — revenue y/y: +6.2% · quarter ended 06/30/2026; 0.13% of the indexICE · Intercontinental Exchange — revenue y/y: +11% · quarter ended 06/30/2026; 0.12% of the indexMCO · Moody's — revenue y/y: +15% · quarter ended 06/30/2026; 0.12% of the indexAPO · Apollo Global Management — revenue y/y: +64% · quarter ended 06/30/2026; 0.10% of the indexTRV · The Travelers Companies, Inc. — revenue y/y: +0.3% · quarter ended 06/30/2026; 0.10% of the indexAON · Aon plc — revenue y/y: +2.2% · quarter ended 06/30/2026; 0.10% of the indexAJG · Arthur J. Gallagher & Co. — revenue y/y: +24% · quarter ended 06/30/2026; 0.09% of the indexALL · The Allstate Corporation — revenue y/y: +12% · quarter ended 06/30/2026; 0.09% of the indexTFC · Truist Financial Corporation — revenue y/y: no data; 0.08% of the indexMET · MetLife, Inc. — revenue y/y: +20% · quarter ended 06/30/2026; 0.08% of the indexAFL · Aflac Incorporated — revenue y/y: −1% · quarter ended 06/30/2026; 0.08% of the indexNDAQ · Nasdaq, Inc. — revenue y/y: +21% · quarter ended 06/30/2026; 0.07% of the indexPYPL · PayPal Holdings, Inc. — revenue y/y: +4.8% · quarter ended 06/30/2026; 0.07% of the indexSTT · State Street Corporation — revenue y/y: +17% · quarter ended 06/30/2026; 0.07% of the indexFITB · Fifth Third Bancorp — revenue y/y: no data; 0.07% of the indexXYZ · Block, Inc. — revenue y/y: +9.3% · quarter ended 06/30/2026; 0.07% of the indexAMP · Ameriprise Financial, Inc. — revenue y/y: +12% · quarter ended 06/30/2026; 0.07% of the indexCOIN · Coinbase Global, Inc. — revenue y/y: −19% · quarter ended 06/30/2026; 0.06% of the indexARES · Ares Management Corporation — revenue y/y: +5.8% · quarter ended 06/30/2026; 0.06% of the indexIBKR · Interactive Brokers Group, Inc. — revenue y/y: +32% · quarter ended 06/30/2026; 0.06% of the indexMSCI · MSCI Inc. — revenue y/y: +12% · quarter ended 06/30/2026; 0.06% of the indexPRU · Prudential Financial, Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.06% of the indexAIG · American International Group, Inc. — revenue y/y: −0.1% · quarter ended 06/30/2026; 0.05% of the indexHIG · The Hartford Insurance Group, Inc. — revenue y/y: +0.9% · quarter ended 06/30/2026; 0.05% of the indexMTB · M&T Bank Corporation — revenue y/y: +6% · quarter ended 06/30/2026; 0.05% of the indexHBAN · Huntington Bancshares Incorporated — revenue y/y: +33% · quarter ended 06/30/2026; 0.05% of the indexNTRS · Northern Trust Corporation — revenue y/y: +9.6% · quarter ended 06/30/2026; 0.05% of the indexACGL · Arch Capital Group Ltd. — revenue y/y: −11% · quarter ended 06/30/2026; 0.05% of the indexRJF · Raymond James Financial, Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.05% of the indexWTW · Willis Towers Watson Public Limited Company — revenue y/y: +9.6% · quarter ended 06/30/2026; 0.04% of the indexCFG · Citizens Financial Group, Inc. — revenue y/y: +18% · quarter ended 06/30/2026; 0.04% of the indexFISV · Fiserv, Inc. — revenue y/y: −4.1% · quarter ended 06/30/2026; 0.04% of the indexCPAY · Corpay, Inc. — revenue y/y: +22% · quarter ended 06/30/2026; 0.04% of the indexWRB · W. R. Berkley Corporation — revenue y/y: +1.2% · quarter ended 06/30/2026; 0.04% of the indexCINF · Cincinnati Financial Corporation — revenue y/y: +32% · quarter ended 06/30/2026; 0.04% of the indexSYF · Synchrony Financial — revenue y/y: no data; 0.04% of the indexRF · Regions Financial Corporation — revenue y/y: no data; 0.04% of the indexGPN · Global Payments Inc. — revenue y/y: +69% · quarter ended 06/30/2026; 0.03% of the indexBRO · Brown & Brown, Inc. — revenue y/y: +30% · quarter ended 06/30/2026; 0.03% of the indexTROW · T. Rowe Price Group, Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.03% of the indexPFG · Principal Financial Group, Inc. — revenue y/y: +6.4% · quarter ended 06/30/2026; 0.03% of the indexKEY · KeyCorp — revenue y/y: +5.6% · quarter ended 06/30/2026; 0.03% of the indexL · Loews Corporation — revenue y/y: +7.7% · quarter ended 06/30/2026; 0.03% of the indexFIS · Fidelity National Information Services, Inc. — revenue y/y: +29% · quarter ended 06/30/2026; 0.03% of the indexBEN · Franklin Templeton Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.02% of the indexEG · Everest Group, Ltd. — revenue y/y: −12% · quarter ended 06/30/2026; 0.02% of the indexIVZ · Invesco Ltd. — revenue y/y: +21% · quarter ended 06/30/2026; 0.02% of the indexAIZ · Assurant, Inc. — revenue y/y: +9.4% · quarter ended 06/30/2026; 0.02% of the indexERIE · Erie Indemnity Company — revenue y/y: +2.8% · quarter ended 06/30/2026; 0.02% of the indexGL · Globe Life Inc. — revenue y/y: +8% · quarter ended 06/30/2026; 0.02% of the indexJKHY · Jack Henry & Associates, Inc. — revenue y/y: +8.7% · quarter ended 03/31/2026; 0.02% of the indexFDS · FactSet Research Systems Inc. — revenue y/y: +6.4% · quarter ended 05/31/2026; 0.01% of the indexConsumer Discretionary: 9.3% of the indexConsumer Discretiona…AMZN · Amazon — revenue y/y: +20% · quarter ended 06/30/2026; 3.81% of the indexAMZN+20%TSLA · Tesla — revenue y/y: +26% · quarter ended 06/30/2026; 1.88% of the indexTSLA+26%HD · Home Depot — revenue y/y: +5.7% · quarter ended 08/02/2026; 0.45% of the indexHD+5.7%MCD · Mcdonalds — revenue y/y: +3.7% · quarter ended 06/30/2026; 0.26% of the indexMCDBKNG · Booking Holdings — revenue y/y: +8.1% · quarter ended 06/30/2026; 0.22% of the indexTJX · TJX Companies — revenue y/y: +5.4% · Q2 FY2027; 0.21% of the indexTJXSBUX · Starbucks — revenue y/y: −1.4% · quarter ended 06/28/2026; 0.16% of the indexLOW · Lowes Companies — revenue y/y: +8.3% · quarter ended 07/31/2026; 0.16% of the indexLOWABNB · Airbnb — revenue y/y: +17% · quarter ended 06/30/2026; 0.15% of the indexDASH · Doordash — revenue y/y: +36% · quarter ended 06/30/2026; 0.14% of the indexMAR · Marriott International — revenue y/y: +4.8% · quarter ended 06/30/2026; 0.13% of the indexCVNA · Carvana — revenue y/y: +52% · quarter ended 06/30/2026; 0.11% of the indexRCL · Royal Caribbean Cruises Ltd. — revenue y/y: +6.5% · quarter ended 06/30/2026; 0.11% of the indexROST · Ross Stores, Inc. — revenue y/y: +13% · quarter ended 08/01/2026; 0.10% of the indexGM · General Motors — revenue y/y: +2.1% · quarter ended 06/30/2026; 0.10% of the indexGMHLT · Hilton Worldwide Holdings Inc. — revenue y/y: +6.5% · quarter ended 06/30/2026; 0.10% of the indexORLY · O'Reilly Automotive, Inc. — revenue y/y: +8.1% · quarter ended 06/30/2026; 0.10% of the indexNKE · NIKE, Inc. — revenue y/y: +0.1% · quarter ended 02/28/2026; 0.08% of the indexGRMN · Garmin Ltd. — revenue y/y: +11% · quarter ended 06/27/2026; 0.08% of the indexF · Ford Motor Company — revenue y/y: −3.8% · quarter ended 06/30/2026; 0.07% of the indexAZO · AutoZone, Inc. — revenue y/y: +8.4% · quarter ended 05/09/2026; 0.07% of the indexCMG · Chipotle Mexican Grill, Inc. — revenue y/y: +9.3% · quarter ended 06/30/2026; 0.07% of the indexEBAY · eBay Inc. — revenue y/y: +15% · quarter ended 06/30/2026; 0.06% of the indexYUM · Yum! Brands, Inc. — revenue y/y: +12% · quarter ended 06/30/2026; 0.06% of the indexDHI · D.R. Horton, Inc. — revenue y/y: 0% · quarter ended 06/30/2026; 0.06% of the indexEXPE · Expedia Group, Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.05% of the indexCCL · Carnival Corporation Ltd. — revenue y/y: +5.3% · quarter ended 05/31/2026; 0.05% of the indexLVS · Las Vegas Sands Corp. — revenue y/y: −0.7% · quarter ended 06/30/2026; 0.04% of the indexWSM · Williams-Sonoma, Inc. — revenue y/y: +6.7% · quarter ended 08/02/2026; 0.04% of the indexTPR · Tapestry, Inc. — revenue y/y: +21% · quarter ended 03/28/2026; 0.04% of the indexDRI · Darden Restaurants, Inc. — revenue y/y: +5.9% · quarter ended 02/22/2026; 0.03% of the indexPHM · PulteGroup, Inc. — revenue y/y: −9.6% · quarter ended 06/30/2026; 0.03% of the indexULTA · Ulta Beauty, Inc. — revenue y/y: +8.9% · quarter ended 08/01/2026; 0.03% of the indexRL · Ralph Lauren Corporation — revenue y/y: +14% · quarter ended 06/27/2026; 0.03% of the indexLEN · Lennar Corporation — revenue y/y: −5.2% · quarter ended 05/31/2026; 0.03% of the indexGPC · Genuine Parts Company — revenue y/y: +6% · quarter ended 06/30/2026; 0.03% of the indexTSCO · Tractor Supply Company — revenue y/y: +2.3% · quarter ended 06/27/2026; 0.03% of the indexBBY · Best Buy Co., Inc. — revenue y/y: +3.6% · quarter ended 08/01/2026; 0.02% of the indexNVR · NVR, Inc. — revenue y/y: −11% · quarter ended 06/30/2026; 0.02% of the indexLULU · lululemon athletica inc. — revenue y/y: −4.3% · quarter ended 08/02/2026; 0.02% of the indexHAS · Hasbro, Inc. — revenue y/y: +16% · quarter ended 06/28/2026; 0.02% of the indexDECK · Deckers Outdoor Corporation — revenue y/y: +5.7% · quarter ended 06/30/2026; 0.02% of the indexDPZ · Domino's Pizza, Inc. — revenue y/y: +4.3% · quarter ended 06/14/2026; 0.02% of the indexMGM · MGM Resorts International — revenue y/y: +1% · quarter ended 06/30/2026; 0.01% of the indexWYNN · Wynn Resorts, Limited — revenue y/y: +6.9% · quarter ended 06/30/2026; 0.01% of the indexAPTV · Aptiv PLC — revenue y/y: +2.3% · quarter ended 06/30/2026; 0.01% of the indexNCLH · Norwegian Cruise Line Holdings Ltd. — revenue y/y: +4.9% · quarter ended 06/30/2026; 0.01% of the indexHealth Care: 8.8% of the indexHealth Care 8.8%LLY · Eli Lilly and Company — revenue y/y: +48% · quarter ended 06/30/2026; 1.51% of the indexLLY+48%JNJ · Johnson & Johnson — revenue y/y: +6.6% · quarter ended 06/28/2026; 0.89% of the indexJNJ+6.6%ABBV · Abbvie — revenue y/y: +10% · quarter ended 06/30/2026; 0.63% of the indexABBV+10%MRK · Merck & Co. — revenue y/y: +5.1% · quarter ended 06/30/2026; 0.51% of the indexMRK+5.1%UNH · Unitedhealth Group — revenue y/y: +0.4% · quarter ended 06/30/2026; 0.48% of the indexUNH+0.4%AMGN · Amgen — revenue y/y: +9.5% · quarter ended 06/30/2026; 0.32% of the indexTMO · Thermo Fisher Scientific — revenue y/y: +10% · quarter ended 06/27/2026; 0.32% of the indexTMOABT · Abbott Laboratories — revenue y/y: +13% · Q2 2026; 0.27% of the indexABTGILD · Gilead Sciences — revenue y/y: +10% · quarter ended 06/30/2026; 0.25% of the indexPFE · Pfizer — revenue y/y: +2.6% · quarter ended 06/28/2026; 0.22% of the indexPFEDHR · Danaher — revenue y/y: +5.5% · quarter ended 06/26/2026; 0.21% of the indexDHRVRTX · Vertex Pharmaceuticals — revenue y/y: +12% · quarter ended 06/30/2026; 0.19% of the indexBMY · Bristol Myers Squibb — revenue y/y: +5.7% · quarter ended 06/30/2026; 0.19% of the indexBMYISRG · Intuitive Surgical — revenue y/y: +19% · quarter ended 06/30/2026; 0.18% of the indexSYK · Stryker — revenue y/y: +9.4% · quarter ended 06/30/2026; 0.17% of the indexSYKCVS · Cvs Health — revenue y/y: +7.3% · quarter ended 06/30/2026; 0.16% of the indexMDT · Medtronic — revenue y/y: +14% · quarter ended 07/31/2026; 0.16% of the indexMCK · Mckesson — revenue y/y: +7.7% · quarter ended 06/30/2026; 0.14% of the indexHCA · Hca Healthcare — revenue y/y: +8.7% · Q2 2026; 0.13% of the indexELV · Elevance Health — revenue y/y: +1.4% · quarter ended 06/30/2026; 0.12% of the indexREGN · Regeneron Pharmaceuticals — revenue y/y: +17% · quarter ended 06/30/2026; 0.11% of the indexCI · The Cigna Group — revenue y/y: +6.7% · quarter ended 06/30/2026; 0.10% of the indexCIBSX · Boston Scientific Corporation — revenue y/y: +7.5% · quarter ended 06/30/2026; 0.10% of the indexCOR · Cencora, Inc. — revenue y/y: +5.1% · quarter ended 06/30/2026; 0.08% of the indexMRNA · Moderna, Inc. — revenue y/y: +2.1% · quarter ended 06/30/2026; 0.08% of the indexCAH · Cardinal Health, Inc. — revenue y/y: no data; 0.07% of the indexEW · Edwards Lifesciences Corporation — revenue y/y: +14% · quarter ended 06/30/2026; 0.07% of the indexBDX · Becton, Dickinson and Company — revenue y/y: +5.4% · quarter ended 06/30/2026; 0.07% of the indexHUM · Humana Inc. — revenue y/y: +26% · quarter ended 06/30/2026; 0.06% of the indexIDXX · IDEXX Laboratories, Inc. — revenue y/y: +9.7% · quarter ended 06/30/2026; 0.06% of the indexA · Agilent Technologies, Inc. — revenue y/y: +8.1% · quarter ended 07/31/2026; 0.06% of the indexIQV · IQVIA Holdings Inc. — revenue y/y: +8.7% · quarter ended 06/30/2026; 0.06% of the indexWAT · Waters Corporation — revenue y/y: +113% · quarter ended 07/04/2026; 0.05% of the indexVEEV · Veeva Systems Inc. — revenue y/y: +18% · quarter ended 07/31/2026; 0.05% of the indexILMN · Illumina, Inc. — revenue y/y: +9.4% · quarter ended 06/28/2026; 0.05% of the indexDXCM · DexCom, Inc. — revenue y/y: +13% · quarter ended 06/30/2026; 0.05% of the indexRMD · ResMed Inc. — revenue y/y: +11% · quarter ended 03/31/2026; 0.05% of the indexGEHC · GE HealthCare Technologies Inc. — revenue y/y: +5.8% · quarter ended 06/30/2026; 0.04% of the indexBIIB · Biogen Inc. — revenue y/y: +3.4% · quarter ended 06/30/2026; 0.04% of the indexCNC · Centene Corporation — revenue y/y: +4.5% · quarter ended 06/30/2026; 0.04% of the indexZTS · Zoetis Inc. — revenue y/y: −0.2% · quarter ended 06/30/2026; 0.04% of the indexMTD · Mettler-Toledo International Inc. — revenue y/y: +4.5% · quarter ended 06/30/2026; 0.04% of the indexLH · Labcorp Holdings Inc. — revenue y/y: +5.8% · quarter ended 06/30/2026; 0.04% of the indexDGX · Quest Diagnostics Incorporated — revenue y/y: +10% · quarter ended 06/30/2026; 0.04% of the indexINCY · Incyte Corporation — revenue y/y: +38% · quarter ended 06/30/2026; 0.04% of the indexWST · West Pharmaceutical Services, Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.03% of the indexSTE · STERIS plc — revenue y/y: +7.3% · quarter ended 06/30/2026; 0.03% of the indexZBH · Zimmer Biomet Holdings, Inc. — revenue y/y: +4.8% · quarter ended 06/30/2026; 0.03% of the indexVTRS · Viatris Inc. — revenue y/y: +5% · quarter ended 06/30/2026; 0.03% of the indexSOLV · Solventum Corporation — revenue y/y: +2.2% · quarter ended 06/30/2026; 0.02% of the indexCOO · The Cooper Companies, Inc. — revenue y/y: +0.6% · quarter ended 07/31/2026; 0.02% of the indexCRL · Charles River Laboratories International, Inc. — revenue y/y: −2.7% · quarter ended 06/27/2026; 0.02% of the indexRVTY · Revvity, Inc. — revenue y/y: +1.3% · quarter ended 07/05/2026; 0.02% of the indexBAX · Baxter International Inc. — revenue y/y: +5.3% · quarter ended 06/30/2026; 0.02% of the indexTECH · Bio-Techne Corporation — revenue y/y: −1.5% · quarter ended 03/31/2026; 0.02% of the indexDVA · DaVita Inc. — revenue y/y: +5.2% · quarter ended 06/30/2026; 0.02% of the indexALGN · Align Technology, Inc. — revenue y/y: +4.3% · quarter ended 06/30/2026; 0.02% of the indexUHS · Universal Health Services, Inc. — revenue y/y: +8.3% · quarter ended 06/30/2026; 0.01% of the indexHSIC · Henry Schein, Inc. — revenue y/y: +6.7% · quarter ended 06/27/2026; 0.01% of the indexPODD · Insulet Corporation — revenue y/y: +24% · quarter ended 06/30/2026; 0.01% of the indexIndustrials: 7.9% of the indexIndustrials 7.9%CAT · Caterpillar — revenue y/y: +24% · quarter ended 06/30/2026; 0.51% of the indexCAT+24%GE · General Electric — revenue y/y: +21% · quarter ended 06/30/2026; 0.49% of the indexGE+21%RTX · RTX — revenue y/y: +14% · quarter ended 06/30/2026; 0.38% of the indexRTX+14%GEV · Ge Vernova — revenue y/y: +22% · quarter ended 06/30/2026; 0.34% of the indexGEVUNP · Union Pacific — revenue y/y: +12% · quarter ended 06/30/2026; 0.25% of the indexUNPDE · Deere & Company — revenue y/y: +4.9% · quarter ended 08/02/2026; 0.23% of the indexDEBA · Boeing — revenue y/y: +8% · quarter ended 06/30/2026; 0.23% of the indexBAUBER · Uber Technologies — revenue y/y: +12% · quarter ended 06/30/2026; 0.22% of the indexETN · Eaton — revenue y/y: +21% · quarter ended 06/30/2026; 0.22% of the indexETNLMT · Lockheed Martin — revenue y/y: +11% · quarter ended 06/28/2026; 0.18% of the indexLMTPH · Parker-Hannifin — revenue y/y: +9.8% · quarter ended 06/30/2026; 0.17% of the indexPHADP · Automatic Data Processing — revenue y/y: +6.8% · quarter ended 06/30/2026; 0.15% of the indexADPHWM · Howmet Aerospace — revenue y/y: +24% · quarter ended 06/30/2026; 0.14% of the indexGD · General Dynamics — revenue y/y: +8.1% · Q2 2026; 0.14% of the indexGDVRT · Vertiv Holdings — revenue y/y: +24% · quarter ended 06/30/2026; 0.14% of the indexTT · Trane Technologies — revenue y/y: +11% · quarter ended 06/30/2026; 0.14% of the indexTTCSX · CSX — revenue y/y: +10% · quarter ended 06/30/2026; 0.13% of the indexPWR · Quanta Services — revenue y/y: +41% · quarter ended 06/30/2026; 0.13% of the indexMMM · 3m — revenue y/y: +2.5% · quarter ended 06/30/2026; 0.12% of the indexWM · Waste Management — revenue y/y: +4% · quarter ended 06/30/2026; 0.12% of the indexWMUPS · United Parcel Service — revenue y/y: +7.6% · quarter ended 06/30/2026; 0.12% of the indexEMR · Emerson Electric — revenue y/y: +7% · quarter ended 06/30/2026; 0.12% of the indexJCI · Johnson Controls International — revenue y/y: +9.3% · FQ3 2026; 0.12% of the indexCTAS · Cintas — revenue y/y: +8.9% · quarter ended 05/31/2026; 0.11% of the indexITW · Illinois Tool Works — revenue y/y: +6.1% · quarter ended 06/30/2026; 0.11% of the indexCMI · Cummins — revenue y/y: +9.4% · quarter ended 06/30/2026; 0.11% of the indexFDX · FedEx Corporation — revenue y/y: +13% · quarter ended 05/31/2026; 0.11% of the indexNSC · Norfolk Southern Corporation — revenue y/y: +11% · quarter ended 06/30/2026; 0.11% of the indexBE · Bloom Energy Corporation — revenue y/y: +168% · quarter ended 06/30/2026; 0.11% of the indexNOC · Northrop Grumman — revenue y/y: +5.1% · quarter ended 06/30/2026; 0.10% of the indexPCAR · PACCAR Inc — revenue y/y: +0.5% · quarter ended 06/30/2026; 0.09% of the indexHON · Honeywell International Inc. — revenue y/y: +4.3% · quarter ended 06/30/2026; 0.09% of the indexRSG · Republic Services, Inc. — revenue y/y: +4.6% · quarter ended 06/30/2026; 0.09% of the indexURI · United Rentals, Inc. — revenue y/y: +4% · quarter ended 03/31/2026; 0.09% of the indexTDG · TransDigm Group Incorporated — revenue y/y: +23% · quarter ended 06/27/2026; 0.09% of the indexGWW · W.W. Grainger, Inc. — revenue y/y: +10% · quarter ended 06/30/2026; 0.08% of the indexFAST · Fastenal Company — revenue y/y: +15% · quarter ended 06/30/2026; 0.08% of the indexFIX · Comfort Systems USA, Inc. — revenue y/y: +50% · quarter ended 06/30/2026; 0.08% of the indexAME · AMETEK, Inc. — revenue y/y: +15% · quarter ended 06/30/2026; 0.08% of the indexDAL · Delta Air Lines, Inc. — revenue y/y: +19% · quarter ended 06/30/2026; 0.07% of the indexHONA · Honeywell Aerospace Inc. — revenue y/y: +5.4% · quarter ended 06/27/2026; 0.07% of the indexWAB · Westinghouse Air Brake Technologies Corporation — revenue y/y: +18% · quarter ended 06/30/2026; 0.07% of the indexAXON · Axon Enterprise, Inc. — revenue y/y: +35% · quarter ended 06/30/2026; 0.07% of the indexCARR · Carrier Global Corporation — revenue y/y: +3.9% · quarter ended 06/30/2026; 0.07% of the indexLHX · L3Harris Technologies, Inc. — revenue y/y: +8.4% · quarter ended 07/03/2026; 0.07% of the indexROK · Rockwell Automation, Inc. — revenue y/y: +7.9% · quarter ended 06/30/2026; 0.06% of the indexFERG · Ferguson Enterprises Inc. — revenue y/y: +4.6% · quarter ended 06/30/2026; 0.06% of the indexPAYX · Paychex, Inc. — revenue y/y: +20% · quarter ended 02/28/2026; 0.06% of the indexODFL · Old Dominion Freight Line, Inc. — revenue y/y: +10% · quarter ended 06/30/2026; 0.06% of the indexUAL · United Airlines Holdings, Inc. — revenue y/y: +16% · quarter ended 06/30/2026; 0.05% of the indexEME · EMCOR Group, Inc. — revenue y/y: +20% · quarter ended 06/30/2026; 0.05% of the indexIR · Ingersoll Rand Inc. — revenue y/y: +8.5% · quarter ended 06/30/2026; 0.04% of the indexCPRT · Copart, Inc. — revenue y/y: +2.1% · quarter ended 04/30/2026; 0.04% of the indexOTIS · Otis Worldwide Corporation — revenue y/y: +7.3% · quarter ended 06/30/2026; 0.04% of the indexDOV · Dover Corporation — revenue y/y: +6.9% · quarter ended 06/30/2026; 0.04% of the indexXYL · Xylem Inc. — revenue y/y: +1.5% · quarter ended 06/30/2026; 0.04% of the indexVRSK · Verisk Analytics, Inc. — revenue y/y: +4.4% · quarter ended 06/30/2026; 0.03% of the indexHUBB · Hubbell Incorporated — revenue y/y: +15% · quarter ended 06/30/2026; 0.03% of the indexEXPD · Expeditors International of Washington, Inc. — revenue y/y: +32% · quarter ended 06/30/2026; 0.03% of the indexJBHT · J.B. Hunt Transport Services, Inc. — revenue y/y: +19% · quarter ended 06/30/2026; 0.03% of the indexVLTO · Veralto Corporation — revenue y/y: +7.5% · quarter ended 07/03/2026; 0.03% of the indexEFX · Equifax Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.03% of the indexBR · Broadridge Financial Solutions, Inc. — revenue y/y: +7.8% · quarter ended 03/31/2026; 0.03% of the indexSNA · Snap-on Incorporated — revenue y/y: +4.7% · quarter ended 07/04/2026; 0.03% of the indexLUV · Southwest Airlines Co. — revenue y/y: +16% · quarter ended 06/30/2026; 0.03% of the indexFDXF · FedEx Freight Holding Company, Inc. — revenue y/y: no data; 0.03% of the indexNDSN · Nordson Corporation — revenue y/y: +10% · quarter ended 07/31/2026; 0.03% of the indexDD · DuPont de Nemours, Inc. — revenue y/y: +4% · quarter ended 06/30/2026; 0.02% of the indexFTV · Fortive Corporation — revenue y/y: +7.9% · quarter ended 07/03/2026; 0.02% of the indexJ · Jacobs Solutions Inc. — revenue y/y: +35% · quarter ended 06/26/2026; 0.02% of the indexROL · Rollins, Inc. — revenue y/y: +7.9% · quarter ended 06/30/2026; 0.02% of the indexLDOS · Leidos Holdings, Inc. — revenue y/y: +7.4% · quarter ended 07/03/2026; 0.02% of the indexIEX · IDEX Corporation — revenue y/y: +6.4% · quarter ended 06/30/2026; 0.02% of the indexCHRW · C.H. Robinson Worldwide, Inc. — revenue y/y: +19% · quarter ended 06/30/2026; 0.02% of the indexSWK · Stanley Black & Decker, Inc. — revenue y/y: +0.4% · quarter ended 07/04/2026; 0.02% of the indexMAS · Masco Corporation — revenue y/y: −2.9% · quarter ended 06/30/2026; 0.02% of the indexTXT · Textron Inc. — revenue y/y: +3% · quarter ended 07/04/2026; 0.02% of the indexALLE · Allegion plc — revenue y/y: +13% · quarter ended 06/30/2026; 0.02% of the indexLII · Lennox International Inc. — revenue y/y: +3% · quarter ended 06/30/2026; 0.02% of the indexGNRC · Generac Holdings Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.02% of the indexHII · Huntington Ingalls Industries, Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.02% of the indexPNR · Pentair plc — revenue y/y: −17% · quarter ended 06/30/2026; 0.01% of the indexAOS · A. O. Smith Corporation — revenue y/y: −0.7% · quarter ended 06/30/2026; 0.01% of the indexConsumer Staples: 4.8% of the indexConsumer Stap…WMT · Walmart — revenue y/y: +5.9% · quarter ended 07/31/2026; 1.13% of the indexWMT+5.9%COST · Costco Wholesale Corporation — revenue y/y: +12% · quarter ended 05/10/2026; 0.58% of the indexCOST+12%KO · Coca-Cola — revenue y/y: +6.7% · Q2 2026; 0.53% of the indexKO+6.7%PG · Procter & Gamble — revenue y/y: +1.5% · quarter ended 06/30/2026; 0.46% of the indexPGPM · Philip Morris International — revenue y/y: +10% · quarter ended 06/30/2026; 0.40% of the indexPMPEP · Pepsico — revenue y/y: +6.4% · quarter ended 06/13/2026; 0.26% of the indexPEPMO · Altria Group — revenue y/y: +0.1% · quarter ended 06/30/2026; 0.15% of the indexMOMNST · Monster Beverage — revenue y/y: +20% · quarter ended 06/30/2026; 0.13% of the indexMDLZ · Mondelez International — revenue y/y: +4.1% · Q2 2026; 0.11% of the indexTGT · Target — revenue y/y: +5.3% · quarter ended 08/01/2026; 0.10% of the indexCL · Colgate Palmolive — revenue y/y: +4.9% · quarter ended 06/30/2026; 0.10% of the indexKDP · Keurig Dr Pepper Inc. — revenue y/y: +76% · quarter ended 06/30/2026; 0.06% of the indexSYY · Sysco Corporation — revenue y/y: +4.7% · quarter ended 03/28/2026; 0.05% of the indexEL · The Estée Lauder Companies Inc. — revenue y/y: +4.6% · quarter ended 03/31/2026; 0.05% of the indexHSY · The Hershey Company — revenue y/y: +6.6% · quarter ended 06/28/2026; 0.05% of the indexKVUE · Kenvue Inc. — revenue y/y: +3% · quarter ended 06/28/2026; 0.05% of the indexADM · Archer-Daniels-Midland Company — revenue y/y: +0.7% · quarter ended 06/30/2026; 0.05% of the indexKMB · Kimberly-Clark Corporation — revenue y/y: +0.6% · quarter ended 06/30/2026; 0.05% of the indexKR · The Kroger Co. — revenue y/y: +2.2% · quarter ended 05/23/2026; 0.05% of the indexCASY · Casey's General Stores, Inc. — revenue y/y: +24% · quarter ended 07/31/2026; 0.04% of the indexKHC · The Kraft Heinz Company — revenue y/y: −1.4% · quarter ended 06/27/2026; 0.04% of the indexDG · Dollar General Corporation — revenue y/y: +5.2% · quarter ended 07/31/2026; 0.04% of the indexDLTR · Dollar Tree, Inc. — revenue y/y: +7% · quarter ended 08/01/2026; 0.03% of the indexCHD · Church & Dwight Co., Inc. — revenue y/y: +1.6% · quarter ended 06/30/2026; 0.03% of the indexSTZ · Constellation Brands, Inc. — revenue y/y: −3.3% · quarter ended 05/31/2026; 0.03% of the indexGIS · General Mills, Inc. — revenue y/y: +1.2% · quarter ended 05/31/2026; 0.03% of the indexBG · Bunge Global SA — revenue y/y: +23% · quarter ended 06/30/2026; 0.03% of the indexTSN · Tyson Foods, Inc. — revenue y/y: −0.1% · quarter ended 06/27/2026; 0.03% of the indexMKC · McCormick & Company, Incorporated — revenue y/y: +17% · quarter ended 05/31/2026; 0.02% of the indexSJM · The J. M. Smucker Company — revenue y/y: +5% · quarter ended 07/31/2026; 0.02% of the indexHRL · Hormel Foods Corporation — revenue y/y: −2.4% · quarter ended 07/26/2026; 0.02% of the indexBF.B · Brown-Forman Corporation — revenue y/y: −1.4% · quarter ended 07/31/2026; 0.02% of the indexCLX · The Clorox Company — revenue y/y: +0.1% · quarter ended 03/31/2026; 0.02% of the indexEnergy: 3.1% of the indexEnergyXOM · Exxonmobil Holdings — revenue y/y: +42% · quarter ended 06/30/2026; 0.90% of the indexXOM+42%CVX · Chevron — revenue y/y: +51% · quarter ended 06/30/2026; 0.53% of the indexCVXCOP · Conocophillips — revenue y/y: +43% · quarter ended 06/30/2026; 0.21% of the indexMPC · Marathon Petroleum — revenue y/y: +54% · quarter ended 06/30/2026; 0.14% of the indexVLO · Valero Energy — revenue y/y: +49% · Q2 2026; 0.13% of the indexPSX · Phillips 66 — revenue y/y: +53% · quarter ended 06/30/2026; 0.13% of the indexWMB · Williams Companies — revenue y/y: 0% · quarter ended 06/30/2026; 0.12% of the indexSLB · SLB — revenue y/y: +5% · quarter ended 06/30/2026; 0.11% of the indexEOG · EOG Resources, Inc. — revenue y/y: +57% · quarter ended 06/30/2026; 0.11% of the indexKMI · Kinder Morgan, Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.09% of the indexTRGP · Targa Resources Corp. — revenue y/y: +4.2% · quarter ended 06/30/2026; 0.08% of the indexBKR · Baker Hughes Company — revenue y/y: −2.4% · quarter ended 06/30/2026; 0.08% of the indexOXY · Occidental Petroleum Corporation — revenue y/y: +37% · quarter ended 06/30/2026; 0.08% of the indexOKE · ONEOK, Inc. — revenue y/y: +53% · quarter ended 06/30/2026; 0.08% of the indexFANG · Diamondback Energy, Inc. — revenue y/y: +51% · quarter ended 06/30/2026; 0.08% of the indexDVN · Devon Energy Corporation — revenue y/y: +73% · quarter ended 06/30/2026; 0.07% of the indexEQT · EQT Corporation — revenue y/y: −29% · quarter ended 06/30/2026; 0.05% of the indexHAL · Halliburton Company — revenue y/y: +3.7% · quarter ended 06/30/2026; 0.04% of the indexTPL · Texas Pacific Land Corporation — revenue y/y: +31% · quarter ended 06/30/2026; 0.03% of the indexEXE · Expand Energy Corporation — revenue y/y: −20% · quarter ended 06/30/2026; 0.03% of the indexAPA · APA Corporation — revenue y/y: no data; 0.02% of the indexUtilities: 1.8% of the indexUtilit…NEE · Nextera Energy — revenue y/y: +12% · Q2 2026; 0.24% of the indexSO · Southern — revenue y/y: +8% · quarter ended 03/31/2026; 0.14% of the indexSOCEG · Constellation Energy — revenue y/y: +23% · quarter ended 06/30/2026; 0.13% of the indexDUK · Duke Energy — revenue y/y: +1.1% · Q2 2026; 0.13% of the indexAEP · American Electric Power Company, Inc. — revenue y/y: +5.2% · quarter ended 03/31/2026; 0.09% of the indexD · Dominion Energy, Inc. — revenue y/y: +25% · quarter ended 03/31/2026; 0.08% of the indexDSRE · Sempra — revenue y/y: −6.9% · quarter ended 03/31/2026; 0.07% of the indexETR · Entergy Corporation — revenue y/y: +12% · quarter ended 03/31/2026; 0.07% of the indexXEL · Xcel Energy Inc. — revenue y/y: no data; 0.07% of the indexVST · Vistra Corp. — revenue y/y: +17% · quarter ended 06/30/2026; 0.06% of the indexEXC · Exelon Corporation — revenue y/y: +7.9% · quarter ended 03/31/2026; 0.06% of the indexED · Consolidated Edison, Inc. — revenue y/y: +7% · quarter ended 03/31/2026; 0.05% of the indexPCG · PG&E Corporation — revenue y/y: +0.1% · quarter ended 06/30/2026; 0.05% of the indexPEG · Public Service Enterprise Group Incorporated — revenue y/y: −8.9% · quarter ended 06/30/2026; 0.05% of the indexWEC · WEC Energy Group, Inc. — revenue y/y: +2.6% · quarter ended 06/30/2026; 0.05% of the indexAEE · Ameren Corporation — revenue y/y: −5.8% · quarter ended 06/30/2026; 0.04% of the indexEIX · Edison International — revenue y/y: +7.7% · quarter ended 03/31/2026; 0.04% of the indexATO · Atmos Energy Corporation — revenue y/y: +4.8% · quarter ended 06/30/2026; 0.04% of the indexDTE · DTE Energy Company — revenue y/y: no data; 0.04% of the indexAWK · American Water Works Company, Inc. — revenue y/y: +6.1% · quarter ended 06/30/2026; 0.04% of the indexFE · FirstEnergy Corp. — revenue y/y: +12% · quarter ended 03/31/2026; 0.04% of the indexES · Eversource Energy — revenue y/y: +2.3% · quarter ended 06/30/2026; 0.04% of the indexPPL · PPL Corporation — revenue y/y: +9.4% · quarter ended 03/31/2026; 0.04% of the indexCNP · CenterPoint Energy, Inc. — revenue y/y: +0.6% · quarter ended 03/31/2026; 0.03% of the indexNRG · NRG Energy, Inc. — revenue y/y: +9.7% · quarter ended 06/30/2026; 0.03% of the indexCMS · CMS Energy Corporation — revenue y/y: +0.6% · quarter ended 06/30/2026; 0.03% of the indexNI · NiSource Inc. — revenue y/y: +3.4% · quarter ended 06/30/2026; 0.03% of the indexEVRG · Evergy, Inc. — revenue y/y: +4.3% · quarter ended 03/31/2026; 0.03% of the indexLNT · Alliant Energy Corporation — revenue y/y: +5% · quarter ended 03/31/2026; 0.02% of the indexPNW · Pinnacle West Capital Corporation — revenue y/y: +7.1% · quarter ended 06/30/2026; 0.02% of the indexAES · The AES Corporation — revenue y/y: +20% · quarter ended 06/30/2026; 0.01% of the indexMaterials: 1.7% of the indexMateri…LIN · Linde — revenue y/y: +9.3% · quarter ended 06/30/2026; 0.30% of the indexLINNEM · Newmont — revenue y/y: +15% · quarter ended 06/30/2026; 0.19% of the indexFCX · Freeport-Mcmoran — revenue y/y: −8.1% · quarter ended 06/30/2026; 0.15% of the indexSHW · Sherwin Williams — revenue y/y: +7.5% · quarter ended 06/30/2026; 0.11% of the indexECL · Ecolab — revenue y/y: +9.7% · quarter ended 06/30/2026; 0.11% of the indexAPD · Air Products and Chemicals, Inc. — revenue y/y: +4.6% · quarter ended 06/30/2026; 0.09% of the indexCRH · CRH plc — revenue y/y: +5.6% · quarter ended 06/30/2026; 0.09% of the indexNUE · Nucor Corporation — revenue y/y: +23% · quarter ended 07/04/2026; 0.08% of the indexCTVA · Corteva, Inc. — revenue y/y: −1.2% · quarter ended 06/30/2026; 0.07% of the indexVMC · Vulcan Materials Company — revenue y/y: +2.5% · quarter ended 06/30/2026; 0.05% of the indexSTLD · Steel Dynamics, Inc. — revenue y/y: +33% · quarter ended 06/30/2026; 0.04% of the indexMLM · Martin Marietta Materials, Inc. — revenue y/y: +21% · quarter ended 06/30/2026; 0.04% of the indexSW · Smurfit Westrock Plc — revenue y/y: +1.1% · quarter ended 06/30/2026; 0.03% of the indexPPG · PPG Industries, Inc. — revenue y/y: +7.2% · quarter ended 06/30/2026; 0.03% of the indexDOW · Dow Inc. — revenue y/y: −6.1% · quarter ended 03/31/2026; 0.03% of the indexIFF · International Flavors & Fragrances Inc. — revenue y/y: +1.8% · quarter ended 06/30/2026; 0.03% of the indexAMCR · Amcor plc — revenue y/y: +77% · quarter ended 03/31/2026; 0.03% of the indexPKG · Packaging Corporation of America — revenue y/y: +15% · quarter ended 06/30/2026; 0.03% of the indexIP · International Paper Company — revenue y/y: −2.2% · quarter ended 06/30/2026; 0.03% of the indexLYB · LyondellBasell Industries N.V. — revenue y/y: +20% · quarter ended 06/30/2026; 0.03% of the indexCF · CF Industries Holdings, Inc. — revenue y/y: +18% · quarter ended 06/30/2026; 0.03% of the indexBALL · Ball Corporation — revenue y/y: +20% · quarter ended 06/30/2026; 0.02% of the indexALB · Albemarle Corporation — revenue y/y: +31% · quarter ended 06/30/2026; 0.02% of the indexAVY · Avery Dennison Corporation — revenue y/y: +11% · quarter ended 06/30/2026; 0.02% of the indexMOS · The Mosaic Company — revenue y/y: −6% · quarter ended 06/30/2026; 0.01% of the indexReal Estate: 1.7% of the indexReal E…WELL · Welltower — revenue y/y: +39% · Q2 2026; 0.23% of the indexPLD · Prologis — revenue y/y: +7.4% · quarter ended 03/31/2026; 0.19% of the indexEQIX · Equinix — revenue y/y: +16% · quarter ended 06/30/2026; 0.14% of the indexSPG · Simon Property Group — revenue y/y: +19% · quarter ended 06/30/2026; 0.11% of the indexAMT · American Tower — revenue y/y: −13% · quarter ended 06/30/2026; 0.11% of the indexDLR · Digital Realty Trust, Inc. — revenue y/y: +16% · quarter ended 03/31/2026; 0.10% of the indexPSA · Public Storage — revenue y/y: +2.6% · quarter ended 06/30/2026; 0.08% of the indexO · Realty Income Corporation — revenue y/y: +9.7% · quarter ended 06/30/2026; 0.08% of the indexOVMRK · Vivmark Residential — revenue y/y: no data; 0.07% of the indexVTR · Ventas, Inc. — revenue y/y: +22% · quarter ended 06/30/2026; 0.06% of the indexCBRE · CBRE Group, Inc. — revenue y/y: +16% · quarter ended 06/30/2026; 0.06% of the indexIRM · Iron Mountain Incorporated — revenue y/y: +19% · quarter ended 06/30/2026; 0.05% of the indexCCI · Crown Castle Inc. — revenue y/y: −21% · quarter ended 06/30/2026; 0.04% of the indexEXR · Extra Space Storage Inc. — revenue y/y: +8.9% · quarter ended 06/30/2026; 0.04% of the indexVICI · VICI Properties Inc. — revenue y/y: +5.7% · quarter ended 06/30/2026; 0.04% of the indexSBAC · SBA Communications Corporation — revenue y/y: −24% · quarter ended 06/30/2026; 0.03% of the indexESS · Essex Property Trust, Inc. — revenue y/y: +4.3% · quarter ended 06/30/2026; 0.03% of the indexINVH · Invitation Homes Inc. — revenue y/y: +9.7% · quarter ended 06/30/2026; 0.02% of the indexWY · Weyerhaeuser Company — revenue y/y: −0.9% · quarter ended 06/30/2026; 0.02% of the indexKIM · Kimco Realty Corporation — revenue y/y: +4.9% · quarter ended 06/30/2026; 0.02% of the indexHST · Host Hotels & Resorts, Inc. — revenue y/y: +3.4% · quarter ended 06/30/2026; 0.02% of the indexMAA · Mid-America Apartment Communities, Inc. — revenue y/y: +0.8% · quarter ended 03/31/2026; 0.02% of the indexDOC · Healthpeak Properties, Inc. — revenue y/y: +45% · quarter ended 06/30/2026; 0.02% of the indexREG · Regency Centers Corporation — revenue y/y: +8.3% · quarter ended 03/31/2026; 0.02% of the indexCSGP · CoStar Group, Inc. — revenue y/y: +18% · quarter ended 06/30/2026; 0.02% of the indexUDR · UDR, Inc. — revenue y/y: +2.8% · quarter ended 06/30/2026; 0.02% of the indexBXP · BXP, Inc. — revenue y/y: +3.1% · quarter ended 06/30/2026; 0.02% of the indexCPT · Camden Property Trust — revenue y/y: +19% · quarter ended 06/30/2026; 0.02% of the indexFRT · Federal Realty Investment Trust — revenue y/y: +10% · quarter ended 03/31/2026; 0.01% of the indexARE · Alexandria Real Estate Equities, Inc. — revenue y/y: −13% · quarter ended 06/30/2026; 0.01% of the indexNVDA · Nvidia — revenue y/y: +106% · quarter ended 07/26/2026; 6.96% of the indexNVDA+106%AAPL · Apple — revenue y/y: +16% · quarter ended 06/27/2026; 6.11% of the indexAAPL+16%GOOGL · Alphabet — revenue y/y: +24% · quarter ended 06/30/2026; 5.74% of the indexGOOGL+24%GOOG · Alphabet — revenue y/y: +24% · quarter ended 06/30/2026; 5.72% of the indexGOOG+24%MSFT · Microsoft — revenue y/y: +18% · quarter ended 06/30/2026; 4.87% of the indexMSFT+18%AMZN · Amazon — revenue y/y: +20% · quarter ended 06/30/2026; 3.81% of the indexAMZN+20%AVGO · Broadcom — revenue y/y: +86% · quarter ended 08/02/2026; 2.29% of the indexAVGO+86%META · Meta Platforms — revenue y/y: +28% · quarter ended 06/30/2026; 1.93% of the indexMETA+28%TSLA · Tesla — revenue y/y: +26% · quarter ended 06/30/2026; 1.88% of the indexTSLA+26%LLY · Eli Lilly and Company — revenue y/y: +48% · quarter ended 06/30/2026; 1.51% of the indexLLY+48%BRK.B · Berkshire Hathaway Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 1.46% of the indexBRK.B+14%MU · Micron Technology — revenue y/y: +346% · quarter ended 05/28/2026; 1.42% of the indexMU+346%JPM · JPMorgan Chase & Co. — revenue y/y: +28% · quarter ended 06/30/2026; 1.27% of the indexJPM+28%WMT · Walmart — revenue y/y: +5.9% · quarter ended 07/31/2026; 1.13% of the indexWMT+5.9%AMD · Advanced Micro Devices — revenue y/y: +50% · quarter ended 06/27/2026; 1.04% of the indexAMD+50%V · Visa — revenue y/y: +14% · Q3 2026; 0.95% of the indexVXOM · Exxonmobil Holdings — revenue y/y: +42% · quarter ended 06/30/2026; 0.90% of the indexXOM+42%JNJ · Johnson & Johnson — revenue y/y: +6.6% · quarter ended 06/28/2026; 0.89% of the indexJNJMA · Mastercard — revenue y/y: +14% · quarter ended 06/30/2026; 0.71% of the indexMAABBV · Abbvie — revenue y/y: +10% · quarter ended 06/30/2026; 0.63% of the indexINTC · Intel — revenue y/y: +25% · quarter ended 06/27/2026; 0.63% of the indexCSCO · Cisco Systems — revenue y/y: +18% · quarter ended 07/25/2026; 0.59% of the indexBAC · Bank of America — revenue y/y: +15% · quarter ended 06/30/2026; 0.59% of the indexCOST · Costco Wholesale Corporation — revenue y/y: +12% · quarter ended 05/10/2026; 0.58% of the indexPLTR · Palantir Technologies — revenue y/y: +93% · quarter ended 06/30/2026; 0.57% of the indexORCL · Oracle — revenue y/y: +30% · quarter ended 08/31/2026; 0.56% of the indexCVX · Chevron — revenue y/y: +51% · quarter ended 06/30/2026; 0.53% of the indexCVXKO · Coca-Cola — revenue y/y: +6.7% · Q2 2026; 0.53% of the indexKOLRCX · Lam Research — revenue y/y: +30% · quarter ended 06/28/2026; 0.53% of the indexAMAT · Applied Materials — revenue y/y: +25% · quarter ended 07/26/2026; 0.52% of the indexMRK · Merck & Co. — revenue y/y: +5.1% · quarter ended 06/30/2026; 0.51% of the indexMRKCAT · Caterpillar — revenue y/y: +24% · quarter ended 06/30/2026; 0.51% of the indexCATGE · General Electric — revenue y/y: +21% · quarter ended 06/30/2026; 0.49% of the indexGEUNH · Unitedhealth Group — revenue y/y: +0.4% · quarter ended 06/30/2026; 0.48% of the indexUNHPG · Procter & Gamble — revenue y/y: +1.5% · quarter ended 06/30/2026; 0.46% of the indexPGNFLX · Netflix — revenue y/y: +13% · quarter ended 06/30/2026; 0.46% of the indexMS · Morgan Stanley — revenue y/y: +27% · quarter ended 06/30/2026; 0.45% of the indexMSHD · Home Depot — revenue y/y: +5.7% · quarter ended 08/02/2026; 0.45% of the indexHDGS · Goldman Sachs Group — revenue y/y: +39% · quarter ended 06/30/2026; 0.43% of the indexGSPM · Philip Morris International — revenue y/y: +10% · quarter ended 06/30/2026; 0.40% of the indexPMDELL · Dell Technologies — revenue y/y: +58% · quarter ended 07/31/2026; 0.39% of the indexRTX · RTX — revenue y/y: +14% · quarter ended 06/30/2026; 0.38% of the indexPANW · Palo Alto Networks — revenue y/y: +34% · quarter ended 07/31/2026; 0.38% of the indexWFC · Wells Fargo & Company — revenue y/y: +8.6% · quarter ended 06/30/2026; 0.34% of the indexGEV · Ge Vernova — revenue y/y: +22% · quarter ended 06/30/2026; 0.34% of the indexANET · Arista Networks — revenue y/y: +38% · quarter ended 06/30/2026; 0.32% of the indexAMGN · Amgen — revenue y/y: +9.5% · quarter ended 06/30/2026; 0.32% of the indexKLAC · KLA — revenue y/y: +15% · quarter ended 06/30/2026; 0.32% of the indexTXN · Texas Instruments — revenue y/y: +23% · quarter ended 06/30/2026; 0.32% of the indexTMO · Thermo Fisher Scientific — revenue y/y: +10% · quarter ended 06/27/2026; 0.32% of the indexAXP · American Express — revenue y/y: +8.6% · quarter ended 06/30/2026; 0.31% of the indexLIN · Linde — revenue y/y: +9.3% · quarter ended 06/30/2026; 0.30% of the indexSNDK · Sandisk — revenue y/y: +372% · quarter ended 07/03/2026; 0.30% of the indexC · Citigroup — revenue y/y: +14% · Q2 2026; 0.30% of the indexCIBM · International Business Machines — revenue y/y: +1.1% · quarter ended 06/30/2026; 0.29% of the indexMRVL · Marvell Technology — revenue y/y: +37% · quarter ended 08/01/2026; 0.29% of the indexVZ · Verizon Communications — revenue y/y: −0.7% · quarter ended 06/30/2026; 0.28% of the indexVZABT · Abbott Laboratories — revenue y/y: +13% · Q2 2026; 0.27% of the indexPEP · Pepsico — revenue y/y: +6.4% · quarter ended 06/13/2026; 0.26% of the indexAPH · Amphenol — revenue y/y: +55% · quarter ended 06/30/2026; 0.26% of the indexSCHW · Schwab Charles — revenue y/y: +21% · quarter ended 06/30/2026; 0.26% of the indexTMUS · T-Mobile US — revenue y/y: +7.9% · quarter ended 06/30/2026; 0.26% of the indexCRWD · Crowdstrike Holdings — revenue y/y: +26% · Q2 FY2027; 0.26% of the indexMCD · Mcdonalds — revenue y/y: +3.7% · quarter ended 06/30/2026; 0.26% of the indexDIS · Walt Disney — revenue y/y: +6.8% · quarter ended 06/27/2026; 0.26% of the indexBLK · Blackrock — revenue y/y: +31% · quarter ended 06/30/2026; 0.26% of the indexUNP · Union Pacific — revenue y/y: +12% · quarter ended 06/30/2026; 0.25% of the indexSTX · Seagate Technology Holdings — revenue y/y: +48% · quarter ended 07/03/2026; 0.25% of the indexGILD · Gilead Sciences — revenue y/y: +10% · quarter ended 06/30/2026; 0.25% of the indexADI · Analog Devices — revenue y/y: +40% · quarter ended 08/01/2026; 0.24% of the indexBX · Blackstone — revenue y/y: +36% · quarter ended 06/30/2026; 0.24% of the indexT · At&T — revenue y/y: +2.3% · quarter ended 06/30/2026; 0.24% of the indexTNEE · Nextera Energy — revenue y/y: +12% · Q2 2026; 0.24% of the indexWELL · Welltower — revenue y/y: +39% · Q2 2026; 0.23% of the indexDE · Deere & Company — revenue y/y: +4.9% · quarter ended 08/02/2026; 0.23% of the indexQCOM · Qualcomm — revenue y/y: −4% · quarter ended 06/28/2026; 0.23% of the indexCRM · Salesforce — revenue y/y: +11% · quarter ended 07/31/2026; 0.23% of the indexBA · Boeing — revenue y/y: +8% · quarter ended 06/30/2026; 0.23% of the indexUBER · Uber Technologies — revenue y/y: +12% · quarter ended 06/30/2026; 0.22% of the indexETN · Eaton — revenue y/y: +21% · quarter ended 06/30/2026; 0.22% of the indexPFE · Pfizer — revenue y/y: +2.6% · quarter ended 06/28/2026; 0.22% of the indexBKNG · Booking Holdings — revenue y/y: +8.1% · quarter ended 06/30/2026; 0.22% of the indexCOP · Conocophillips — revenue y/y: +43% · quarter ended 06/30/2026; 0.21% of the indexWDC · Western Digital — revenue y/y: +44% · quarter ended 07/03/2026; 0.21% of the indexTJX · TJX Companies — revenue y/y: +5.4% · Q2 FY2027; 0.21% of the indexDHR · Danaher — revenue y/y: +5.5% · quarter ended 06/26/2026; 0.21% of the indexVRTX · Vertex Pharmaceuticals — revenue y/y: +12% · quarter ended 06/30/2026; 0.19% of the indexPLD · Prologis — revenue y/y: +7.4% · quarter ended 03/31/2026; 0.19% of the indexNEM · Newmont — revenue y/y: +15% · quarter ended 06/30/2026; 0.19% of the indexBMY · Bristol Myers Squibb — revenue y/y: +5.7% · quarter ended 06/30/2026; 0.19% of the indexCOF · Capital One Financial — revenue y/y: +50% · quarter ended 06/30/2026; 0.18% of the indexCB · Chubb — revenue y/y: +7.2% · Q2 2026; 0.18% of the indexISRG · Intuitive Surgical — revenue y/y: +19% · quarter ended 06/30/2026; 0.18% of the indexNOW · Servicenow — revenue y/y: +24% · quarter ended 06/30/2026; 0.18% of the indexLMT · Lockheed Martin — revenue y/y: +11% · quarter ended 06/28/2026; 0.18% of the indexPH · Parker-Hannifin — revenue y/y: +9.8% · quarter ended 06/30/2026; 0.17% of the indexPGR · Progressive — revenue y/y: +7.3% · quarter ended 06/30/2026; 0.17% of the indexGLW · Corning — revenue y/y: +17% · quarter ended 06/30/2026; 0.17% of the indexSPGI · S&P Global — revenue y/y: +10% · Q2 2026; 0.17% of the indexSYK · Stryker — revenue y/y: +9.4% · quarter ended 06/30/2026; 0.17% of the indexSBUX · Starbucks — revenue y/y: −1.4% · quarter ended 06/28/2026; 0.16% of the indexLOW · Lowes Companies — revenue y/y: +8.3% · quarter ended 07/31/2026; 0.16% of the indexCVS · Cvs Health — revenue y/y: +7.3% · quarter ended 06/30/2026; 0.16% of the indexMDT · Medtronic — revenue y/y: +14% · quarter ended 07/31/2026; 0.16% of the indexMO · Altria Group — revenue y/y: +0.1% · quarter ended 06/30/2026; 0.15% of the indexACN · Accenture — revenue y/y: +5.6% · quarter ended 05/31/2026; 0.15% of the indexFCX · Freeport-Mcmoran — revenue y/y: −8.1% · quarter ended 06/30/2026; 0.15% of the indexFTNT · Fortinet — revenue y/y: +26% · quarter ended 06/30/2026; 0.15% of the indexABNB · Airbnb — revenue y/y: +17% · quarter ended 06/30/2026; 0.15% of the indexADP · Automatic Data Processing — revenue y/y: +6.8% · quarter ended 06/30/2026; 0.15% of the indexBNY · Bank Of New York Mellon — revenue y/y: +13% · Q2 2026; 0.15% of the indexADBE · Adobe — revenue y/y: +13% · quarter ended 08/28/2026; 0.15% of the indexHWM · Howmet Aerospace — revenue y/y: +24% · quarter ended 06/30/2026; 0.14% of the indexEQIX · Equinix — revenue y/y: +16% · quarter ended 06/30/2026; 0.14% of the indexSO · Southern — revenue y/y: +8% · quarter ended 03/31/2026; 0.14% of the indexMCK · Mckesson — revenue y/y: +7.7% · quarter ended 06/30/2026; 0.14% of the indexGD · General Dynamics — revenue y/y: +8.1% · Q2 2026; 0.14% of the indexAPP · Applovin — revenue y/y: +53% · quarter ended 06/30/2026; 0.14% of the indexMPC · Marathon Petroleum — revenue y/y: +54% · quarter ended 06/30/2026; 0.14% of the indexVRT · Vertiv Holdings — revenue y/y: +24% · quarter ended 06/30/2026; 0.14% of the indexDASH · Doordash — revenue y/y: +36% · quarter ended 06/30/2026; 0.14% of the indexTT · Trane Technologies — revenue y/y: +11% · quarter ended 06/30/2026; 0.14% of the indexCME · Cme Group — revenue y/y: +0.8% · quarter ended 06/30/2026; 0.13% of the indexVLO · Valero Energy — revenue y/y: +49% · Q2 2026; 0.13% of the indexINTU · Intuit — revenue y/y: +14% · quarter ended 07/31/2026; 0.13% of the indexPNC · Pnc Financial Services Group — revenue y/y: +21% · quarter ended 06/30/2026; 0.13% of the indexCEG · Constellation Energy — revenue y/y: +23% · quarter ended 06/30/2026; 0.13% of the indexUSB · U.S. Bancorp — revenue y/y: +10% · quarter ended 06/30/2026; 0.13% of the indexHOOD · Robinhood Markets — revenue y/y: +32% · quarter ended 06/30/2026; 0.13% of the indexPSX · Phillips 66 — revenue y/y: +53% · quarter ended 06/30/2026; 0.13% of the indexMNST · Monster Beverage — revenue y/y: +20% · quarter ended 06/30/2026; 0.13% of the indexKKR · KKR & Co. — revenue y/y: +13% · quarter ended 06/30/2026; 0.13% of the indexCMCSA · Comcast — revenue y/y: −1.2% · quarter ended 06/30/2026; 0.13% of the indexCSX · CSX — revenue y/y: +10% · quarter ended 06/30/2026; 0.13% of the indexDUK · Duke Energy — revenue y/y: +1.1% · Q2 2026; 0.13% of the indexMAR · Marriott International — revenue y/y: +4.8% · quarter ended 06/30/2026; 0.13% of the indexPWR · Quanta Services — revenue y/y: +41% · quarter ended 06/30/2026; 0.13% of the indexHCA · Hca Healthcare — revenue y/y: +8.7% · Q2 2026; 0.13% of the indexMRSH · Marsh & McLennan Companies, Inc. — revenue y/y: +6.2% · quarter ended 06/30/2026; 0.13% of the indexMMM · 3m — revenue y/y: +2.5% · quarter ended 06/30/2026; 0.12% of the indexICE · Intercontinental Exchange — revenue y/y: +11% · quarter ended 06/30/2026; 0.12% of the indexWM · Waste Management — revenue y/y: +4% · quarter ended 06/30/2026; 0.12% of the indexUPS · United Parcel Service — revenue y/y: +7.6% · quarter ended 06/30/2026; 0.12% of the indexCDNS · Cadence Design Systems — revenue y/y: +24% · Q2 2026; 0.12% of the indexMCO · Moody's — revenue y/y: +15% · quarter ended 06/30/2026; 0.12% of the indexEMR · Emerson Electric — revenue y/y: +7% · quarter ended 06/30/2026; 0.12% of the indexWMB · Williams Companies — revenue y/y: 0% · quarter ended 06/30/2026; 0.12% of the indexELV · Elevance Health — revenue y/y: +1.4% · quarter ended 06/30/2026; 0.12% of the indexJCI · Johnson Controls International — revenue y/y: +9.3% · FQ3 2026; 0.12% of the indexSHW · Sherwin Williams — revenue y/y: +7.5% · quarter ended 06/30/2026; 0.11% of the indexSPG · Simon Property Group — revenue y/y: +19% · quarter ended 06/30/2026; 0.11% of the indexCVNA · Carvana — revenue y/y: +52% · quarter ended 06/30/2026; 0.11% of the indexREGN · Regeneron Pharmaceuticals — revenue y/y: +17% · quarter ended 06/30/2026; 0.11% of the indexAMT · American Tower — revenue y/y: −13% · quarter ended 06/30/2026; 0.11% of the indexCTAS · Cintas — revenue y/y: +8.9% · quarter ended 05/31/2026; 0.11% of the indexMDLZ · Mondelez International — revenue y/y: +4.1% · Q2 2026; 0.11% of the indexDDOG · Datadog, Inc. — revenue y/y: +36% · quarter ended 06/30/2026; 0.11% of the indexECL · Ecolab — revenue y/y: +9.7% · quarter ended 06/30/2026; 0.11% of the indexMSI · Motorola Solutions — revenue y/y: +13% · quarter ended 07/04/2026; 0.11% of the indexITW · Illinois Tool Works — revenue y/y: +6.1% · quarter ended 06/30/2026; 0.11% of the indexSLB · SLB — revenue y/y: +5% · quarter ended 06/30/2026; 0.11% of the indexCMI · Cummins — revenue y/y: +9.4% · quarter ended 06/30/2026; 0.11% of the indexFDX · FedEx Corporation — revenue y/y: +13% · quarter ended 05/31/2026; 0.11% of the indexNSC · Norfolk Southern Corporation — revenue y/y: +11% · quarter ended 06/30/2026; 0.11% of the indexBE · Bloom Energy Corporation — revenue y/y: +168% · quarter ended 06/30/2026; 0.11% of the indexRCL · Royal Caribbean Cruises Ltd. — revenue y/y: +6.5% · quarter ended 06/30/2026; 0.11% of the indexEOG · EOG Resources, Inc. — revenue y/y: +57% · quarter ended 06/30/2026; 0.11% of the indexLITE · Lumentum Holdings Inc. — revenue y/y: +90% · quarter ended 03/28/2026; 0.10% of the indexAPO · Apollo Global Management — revenue y/y: +64% · quarter ended 06/30/2026; 0.10% of the indexNOC · Northrop Grumman — revenue y/y: +5.1% · quarter ended 06/30/2026; 0.10% of the indexTRV · The Travelers Companies, Inc. — revenue y/y: +0.3% · quarter ended 06/30/2026; 0.10% of the indexROST · Ross Stores, Inc. — revenue y/y: +13% · quarter ended 08/01/2026; 0.10% of the indexSNPS · Synopsys, Inc. — revenue y/y: +42% · quarter ended 07/31/2026; 0.10% of the indexAON · Aon plc — revenue y/y: +2.2% · quarter ended 06/30/2026; 0.10% of the indexGM · General Motors — revenue y/y: +2.1% · quarter ended 06/30/2026; 0.10% of the indexHLT · Hilton Worldwide Holdings Inc. — revenue y/y: +6.5% · quarter ended 06/30/2026; 0.10% of the indexTGT · Target — revenue y/y: +5.3% · quarter ended 08/01/2026; 0.10% of the indexCI · The Cigna Group — revenue y/y: +6.7% · quarter ended 06/30/2026; 0.10% of the indexCL · Colgate Palmolive — revenue y/y: +4.9% · quarter ended 06/30/2026; 0.10% of the indexORLY · O'Reilly Automotive, Inc. — revenue y/y: +8.1% · quarter ended 06/30/2026; 0.10% of the indexWBD · Warner Bros. Discovery, Inc. — revenue y/y: −11% · quarter ended 06/30/2026; 0.10% of the indexDLR · Digital Realty Trust, Inc. — revenue y/y: +16% · quarter ended 03/31/2026; 0.10% of the indexHPE · Hewlett Packard Enterprise Company — revenue y/y: +34% · quarter ended 07/31/2026; 0.10% of the indexBSX · Boston Scientific Corporation — revenue y/y: +7.5% · quarter ended 06/30/2026; 0.10% of the indexAJG · Arthur J. Gallagher & Co. — revenue y/y: +24% · quarter ended 06/30/2026; 0.09% of the indexKMI · Kinder Morgan, Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.09% of the indexPCAR · PACCAR Inc — revenue y/y: +0.5% · quarter ended 06/30/2026; 0.09% of the indexHON · Honeywell International Inc. — revenue y/y: +4.3% · quarter ended 06/30/2026; 0.09% of the indexRSG · Republic Services, Inc. — revenue y/y: +4.6% · quarter ended 06/30/2026; 0.09% of the indexAPD · Air Products and Chemicals, Inc. — revenue y/y: +4.6% · quarter ended 06/30/2026; 0.09% of the indexURI · United Rentals, Inc. — revenue y/y: +4% · quarter ended 03/31/2026; 0.09% of the indexAEP · American Electric Power Company, Inc. — revenue y/y: +5.2% · quarter ended 03/31/2026; 0.09% of the indexTDG · TransDigm Group Incorporated — revenue y/y: +23% · quarter ended 06/27/2026; 0.09% of the indexALL · The Allstate Corporation — revenue y/y: +12% · quarter ended 06/30/2026; 0.09% of the indexMPWR · Monolithic Power Systems, Inc. — revenue y/y: +48% · quarter ended 06/30/2026; 0.09% of the indexCRH · CRH plc — revenue y/y: +5.6% · quarter ended 06/30/2026; 0.09% of the indexCOR · Cencora, Inc. — revenue y/y: +5.1% · quarter ended 06/30/2026; 0.08% of the indexTRGP · Targa Resources Corp. — revenue y/y: +4.2% · quarter ended 06/30/2026; 0.08% of the indexGWW · W.W. Grainger, Inc. — revenue y/y: +10% · quarter ended 06/30/2026; 0.08% of the indexBKR · Baker Hughes Company — revenue y/y: −2.4% · quarter ended 06/30/2026; 0.08% of the indexTFC · Truist Financial Corporation — revenue y/y: no data; 0.08% of the indexMRNA · Moderna, Inc. — revenue y/y: +2.1% · quarter ended 06/30/2026; 0.08% of the indexPSA · Public Storage — revenue y/y: +2.6% · quarter ended 06/30/2026; 0.08% of the indexMET · MetLife, Inc. — revenue y/y: +20% · quarter ended 06/30/2026; 0.08% of the indexO · Realty Income Corporation — revenue y/y: +9.7% · quarter ended 06/30/2026; 0.08% of the indexOXY · Occidental Petroleum Corporation — revenue y/y: +37% · quarter ended 06/30/2026; 0.08% of the indexAFL · Aflac Incorporated — revenue y/y: −1% · quarter ended 06/30/2026; 0.08% of the indexD · Dominion Energy, Inc. — revenue y/y: +25% · quarter ended 03/31/2026; 0.08% of the indexNKE · NIKE, Inc. — revenue y/y: +0.1% · quarter ended 02/28/2026; 0.08% of the indexTEL · TE Connectivity plc — revenue y/y: +14% · quarter ended 06/26/2026; 0.08% of the indexFAST · Fastenal Company — revenue y/y: +15% · quarter ended 06/30/2026; 0.08% of the indexOKE · ONEOK, Inc. — revenue y/y: +53% · quarter ended 06/30/2026; 0.08% of the indexTER · Teradyne, Inc. — revenue y/y: +104% · quarter ended 06/28/2026; 0.08% of the indexFANG · Diamondback Energy, Inc. — revenue y/y: +51% · quarter ended 06/30/2026; 0.08% of the indexFIX · Comfort Systems USA, Inc. — revenue y/y: +50% · quarter ended 06/30/2026; 0.08% of the indexCOHR · Coherent Corp. — revenue y/y: +21% · quarter ended 03/31/2026; 0.08% of the indexNXPI · NXP Semiconductors N.V. — revenue y/y: +20% · quarter ended 06/28/2026; 0.08% of the indexGRMN · Garmin Ltd. — revenue y/y: +11% · quarter ended 06/27/2026; 0.08% of the indexAME · AMETEK, Inc. — revenue y/y: +15% · quarter ended 06/30/2026; 0.08% of the indexNUE · Nucor Corporation — revenue y/y: +23% · quarter ended 07/04/2026; 0.08% of the indexF · Ford Motor Company — revenue y/y: −3.8% · quarter ended 06/30/2026; 0.07% of the indexSRE · Sempra — revenue y/y: −6.9% · quarter ended 03/31/2026; 0.07% of the indexNDAQ · Nasdaq, Inc. — revenue y/y: +21% · quarter ended 06/30/2026; 0.07% of the indexCTVA · Corteva, Inc. — revenue y/y: −1.2% · quarter ended 06/30/2026; 0.07% of the indexCAH · Cardinal Health, Inc. — revenue y/y: no data; 0.07% of the indexDAL · Delta Air Lines, Inc. — revenue y/y: +19% · quarter ended 06/30/2026; 0.07% of the indexDVN · Devon Energy Corporation — revenue y/y: +73% · quarter ended 06/30/2026; 0.07% of the indexCIEN · Ciena Corporation — revenue y/y: +37% · quarter ended 08/01/2026; 0.07% of the indexKEYS · Keysight Technologies, Inc. — revenue y/y: +37% · quarter ended 07/31/2026; 0.07% of the indexADSK · Autodesk, Inc. — revenue y/y: +16% · quarter ended 07/31/2026; 0.07% of the indexPYPL · PayPal Holdings, Inc. — revenue y/y: +4.8% · quarter ended 06/30/2026; 0.07% of the indexVMRK · Vivmark Residential — revenue y/y: no data; 0.07% of the indexSTT · State Street Corporation — revenue y/y: +17% · quarter ended 06/30/2026; 0.07% of the indexEW · Edwards Lifesciences Corporation — revenue y/y: +14% · quarter ended 06/30/2026; 0.07% of the indexBDX · Becton, Dickinson and Company — revenue y/y: +5.4% · quarter ended 06/30/2026; 0.07% of the indexHONA · Honeywell Aerospace Inc. — revenue y/y: +5.4% · quarter ended 06/27/2026; 0.07% of the indexWAB · Westinghouse Air Brake Technologies Corporation — revenue y/y: +18% · quarter ended 06/30/2026; 0.07% of the indexETR · Entergy Corporation — revenue y/y: +12% · quarter ended 03/31/2026; 0.07% of the indexFITB · Fifth Third Bancorp — revenue y/y: no data; 0.07% of the indexXYZ · Block, Inc. — revenue y/y: +9.3% · quarter ended 06/30/2026; 0.07% of the indexAMP · Ameriprise Financial, Inc. — revenue y/y: +12% · quarter ended 06/30/2026; 0.07% of the indexAZO · AutoZone, Inc. — revenue y/y: +8.4% · quarter ended 05/09/2026; 0.07% of the indexAXON · Axon Enterprise, Inc. — revenue y/y: +35% · quarter ended 06/30/2026; 0.07% of the indexCARR · Carrier Global Corporation — revenue y/y: +3.9% · quarter ended 06/30/2026; 0.07% of the indexLHX · L3Harris Technologies, Inc. — revenue y/y: +8.4% · quarter ended 07/03/2026; 0.07% of the indexCMG · Chipotle Mexican Grill, Inc. — revenue y/y: +9.3% · quarter ended 06/30/2026; 0.07% of the indexXEL · Xcel Energy Inc. — revenue y/y: no data; 0.07% of the indexVTR · Ventas, Inc. — revenue y/y: +22% · quarter ended 06/30/2026; 0.06% of the indexWDAY · Workday, Inc. — revenue y/y: +13% · quarter ended 07/31/2026; 0.06% of the indexROK · Rockwell Automation, Inc. — revenue y/y: +7.9% · quarter ended 06/30/2026; 0.06% of the indexCOIN · Coinbase Global, Inc. — revenue y/y: −19% · quarter ended 06/30/2026; 0.06% of the indexEBAY · eBay Inc. — revenue y/y: +15% · quarter ended 06/30/2026; 0.06% of the indexVST · Vistra Corp. — revenue y/y: +17% · quarter ended 06/30/2026; 0.06% of the indexHUM · Humana Inc. — revenue y/y: +26% · quarter ended 06/30/2026; 0.06% of the indexEXC · Exelon Corporation — revenue y/y: +7.9% · quarter ended 03/31/2026; 0.06% of the indexFERG · Ferguson Enterprises Inc. — revenue y/y: +4.6% · quarter ended 06/30/2026; 0.06% of the indexARES · Ares Management Corporation — revenue y/y: +5.8% · quarter ended 06/30/2026; 0.06% of the indexPAYX · Paychex, Inc. — revenue y/y: +20% · quarter ended 02/28/2026; 0.06% of the indexTTWO · Take-Two Interactive Software, Inc. — revenue y/y: +2% · quarter ended 06/30/2026; 0.06% of the indexKDP · Keurig Dr Pepper Inc. — revenue y/y: +76% · quarter ended 06/30/2026; 0.06% of the indexIDXX · IDEXX Laboratories, Inc. — revenue y/y: +9.7% · quarter ended 06/30/2026; 0.06% of the indexCBRE · CBRE Group, Inc. — revenue y/y: +16% · quarter ended 06/30/2026; 0.06% of the indexA · Agilent Technologies, Inc. — revenue y/y: +8.1% · quarter ended 07/31/2026; 0.06% of the indexLYV · Live Nation Entertainment, Inc. — revenue y/y: +9.4% · quarter ended 06/30/2026; 0.06% of the indexIBKR · Interactive Brokers Group, Inc. — revenue y/y: +32% · quarter ended 06/30/2026; 0.06% of the indexYUM · Yum! Brands, Inc. — revenue y/y: +12% · quarter ended 06/30/2026; 0.06% of the indexIQV · IQVIA Holdings Inc. — revenue y/y: +8.7% · quarter ended 06/30/2026; 0.06% of the indexODFL · Old Dominion Freight Line, Inc. — revenue y/y: +10% · quarter ended 06/30/2026; 0.06% of the indexDHI · D.R. Horton, Inc. — revenue y/y: 0% · quarter ended 06/30/2026; 0.06% of the indexMSCI · MSCI Inc. — revenue y/y: +12% · quarter ended 06/30/2026; 0.06% of the indexPRU · Prudential Financial, Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.06% of the indexROP · Roper Technologies, Inc. — revenue y/y: +8.5% · quarter ended 06/30/2026; 0.05% of the indexEXPE · Expedia Group, Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.05% of the indexWAT · Waters Corporation — revenue y/y: +113% · quarter ended 07/04/2026; 0.05% of the indexFLEX · Flex Ltd. — revenue y/y: +21% · quarter ended 06/26/2026; 0.05% of the indexMCHP · Microchip Technology Incorporated — revenue y/y: +38% · quarter ended 06/30/2026; 0.05% of the indexAIG · American International Group, Inc. — revenue y/y: −0.1% · quarter ended 06/30/2026; 0.05% of the indexSYY · Sysco Corporation — revenue y/y: +4.7% · quarter ended 03/28/2026; 0.05% of the indexVEEV · Veeva Systems Inc. — revenue y/y: +18% · quarter ended 07/31/2026; 0.05% of the indexED · Consolidated Edison, Inc. — revenue y/y: +7% · quarter ended 03/31/2026; 0.05% of the indexPCG · PG&E Corporation — revenue y/y: +0.1% · quarter ended 06/30/2026; 0.05% of the indexUAL · United Airlines Holdings, Inc. — revenue y/y: +16% · quarter ended 06/30/2026; 0.05% of the indexEL · The Estée Lauder Companies Inc. — revenue y/y: +4.6% · quarter ended 03/31/2026; 0.05% of the indexHSY · The Hershey Company — revenue y/y: +6.6% · quarter ended 06/28/2026; 0.05% of the indexHIG · The Hartford Insurance Group, Inc. — revenue y/y: +0.9% · quarter ended 06/30/2026; 0.05% of the indexILMN · Illumina, Inc. — revenue y/y: +9.4% · quarter ended 06/28/2026; 0.05% of the indexNTAP · NetApp, Inc. — revenue y/y: +30% · quarter ended 07/31/2026; 0.05% of the indexKVUE · Kenvue Inc. — revenue y/y: +3% · quarter ended 06/28/2026; 0.05% of the indexADM · Archer-Daniels-Midland Company — revenue y/y: +0.7% · quarter ended 06/30/2026; 0.05% of the indexKMB · Kimberly-Clark Corporation — revenue y/y: +0.6% · quarter ended 06/30/2026; 0.05% of the indexTKO · TKO Group Holdings, Inc. — revenue y/y: +18% · quarter ended 06/30/2026; 0.05% of the indexPEG · Public Service Enterprise Group Incorporated — revenue y/y: −8.9% · quarter ended 06/30/2026; 0.05% of the indexIRM · Iron Mountain Incorporated — revenue y/y: +19% · quarter ended 06/30/2026; 0.05% of the indexKR · The Kroger Co. — revenue y/y: +2.2% · quarter ended 05/23/2026; 0.05% of the indexCCL · Carnival Corporation Ltd. — revenue y/y: +5.3% · quarter ended 05/31/2026; 0.05% of the indexVMC · Vulcan Materials Company — revenue y/y: +2.5% · quarter ended 06/30/2026; 0.05% of the indexP · Everpure, Inc. — revenue y/y: +38% · quarter ended 08/02/2026; 0.05% of the indexWEC · WEC Energy Group, Inc. — revenue y/y: +2.6% · quarter ended 06/30/2026; 0.05% of the indexMTB · M&T Bank Corporation — revenue y/y: +6% · quarter ended 06/30/2026; 0.05% of the indexHBAN · Huntington Bancshares Incorporated — revenue y/y: +33% · quarter ended 06/30/2026; 0.05% of the indexNTRS · Northern Trust Corporation — revenue y/y: +9.6% · quarter ended 06/30/2026; 0.05% of the indexACGL · Arch Capital Group Ltd. — revenue y/y: −11% · quarter ended 06/30/2026; 0.05% of the indexDXCM · DexCom, Inc. — revenue y/y: +13% · quarter ended 06/30/2026; 0.05% of the indexRJF · Raymond James Financial, Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.05% of the indexRMD · ResMed Inc. — revenue y/y: +11% · quarter ended 03/31/2026; 0.05% of the indexEQT · EQT Corporation — revenue y/y: −29% · quarter ended 06/30/2026; 0.05% of the indexEME · EMCOR Group, Inc. — revenue y/y: +20% · quarter ended 06/30/2026; 0.05% of the indexGEHC · GE HealthCare Technologies Inc. — revenue y/y: +5.8% · quarter ended 06/30/2026; 0.04% of the indexSTLD · Steel Dynamics, Inc. — revenue y/y: +33% · quarter ended 06/30/2026; 0.04% of the indexBIIB · Biogen Inc. — revenue y/y: +3.4% · quarter ended 06/30/2026; 0.04% of the indexWTW · Willis Towers Watson Public Limited Company — revenue y/y: +9.6% · quarter ended 06/30/2026; 0.04% of the indexCCI · Crown Castle Inc. — revenue y/y: −21% · quarter ended 06/30/2026; 0.04% of the indexCNC · Centene Corporation — revenue y/y: +4.5% · quarter ended 06/30/2026; 0.04% of the indexJBL · Jabil Inc. — revenue y/y: +12% · quarter ended 05/31/2026; 0.04% of the indexEXR · Extra Space Storage Inc. — revenue y/y: +8.9% · quarter ended 06/30/2026; 0.04% of the indexMLM · Martin Marietta Materials, Inc. — revenue y/y: +21% · quarter ended 06/30/2026; 0.04% of the indexZTS · Zoetis Inc. — revenue y/y: −0.2% · quarter ended 06/30/2026; 0.04% of the indexCASY · Casey's General Stores, Inc. — revenue y/y: +24% · quarter ended 07/31/2026; 0.04% of the indexIR · Ingersoll Rand Inc. — revenue y/y: +8.5% · quarter ended 06/30/2026; 0.04% of the indexLVS · Las Vegas Sands Corp. — revenue y/y: −0.7% · quarter ended 06/30/2026; 0.04% of the indexCPRT · Copart, Inc. — revenue y/y: +2.1% · quarter ended 04/30/2026; 0.04% of the indexKHC · The Kraft Heinz Company — revenue y/y: −1.4% · quarter ended 06/27/2026; 0.04% of the indexRDDT · Reddit, Inc. — revenue y/y: +61% · quarter ended 06/30/2026; 0.04% of the indexAEE · Ameren Corporation — revenue y/y: −5.8% · quarter ended 06/30/2026; 0.04% of the indexCFG · Citizens Financial Group, Inc. — revenue y/y: +18% · quarter ended 06/30/2026; 0.04% of the indexVICI · VICI Properties Inc. — revenue y/y: +5.7% · quarter ended 06/30/2026; 0.04% of the indexTDY · Teledyne Technologies Incorporated — revenue y/y: +9.8% · quarter ended 06/28/2026; 0.04% of the indexFOXA · Fox Corporation — revenue y/y: −8.6% · quarter ended 03/31/2026; 0.04% of the indexHAL · Halliburton Company — revenue y/y: +3.7% · quarter ended 06/30/2026; 0.04% of the indexEIX · Edison International — revenue y/y: +7.7% · quarter ended 03/31/2026; 0.04% of the indexATO · Atmos Energy Corporation — revenue y/y: +4.8% · quarter ended 06/30/2026; 0.04% of the indexON · ON Semiconductor Corporation — revenue y/y: +9.2% · quarter ended 07/03/2026; 0.04% of the indexDTE · DTE Energy Company — revenue y/y: no data; 0.04% of the indexMTD · Mettler-Toledo International Inc. — revenue y/y: +4.5% · quarter ended 06/30/2026; 0.04% of the indexFISV · Fiserv, Inc. — revenue y/y: −4.1% · quarter ended 06/30/2026; 0.04% of the indexCTSH · Cognizant Technology Solutions Corporation — revenue y/y: +4.5% · quarter ended 06/30/2026; 0.04% of the indexWSM · Williams-Sonoma, Inc. — revenue y/y: +6.7% · quarter ended 08/02/2026; 0.04% of the indexAWK · American Water Works Company, Inc. — revenue y/y: +6.1% · quarter ended 06/30/2026; 0.04% of the indexFOX · Fox Corporation — revenue y/y: −8.6% · quarter ended 03/31/2026; 0.04% of the indexLH · Labcorp Holdings Inc. — revenue y/y: +5.8% · quarter ended 06/30/2026; 0.04% of the indexOTIS · Otis Worldwide Corporation — revenue y/y: +7.3% · quarter ended 06/30/2026; 0.04% of the indexDOV · Dover Corporation — revenue y/y: +6.9% · quarter ended 06/30/2026; 0.04% of the indexDG · Dollar General Corporation — revenue y/y: +5.2% · quarter ended 07/31/2026; 0.04% of the indexFE · FirstEnergy Corp. — revenue y/y: +12% · quarter ended 03/31/2026; 0.04% of the indexCPAY · Corpay, Inc. — revenue y/y: +22% · quarter ended 06/30/2026; 0.04% of the indexWRB · W. R. Berkley Corporation — revenue y/y: +1.2% · quarter ended 06/30/2026; 0.04% of the indexDGX · Quest Diagnostics Incorporated — revenue y/y: +10% · quarter ended 06/30/2026; 0.04% of the indexQ · Qnity Electronics, Inc. — revenue y/y: +22% · quarter ended 06/30/2026; 0.04% of the indexES · Eversource Energy — revenue y/y: +2.3% · quarter ended 06/30/2026; 0.04% of the indexHPQ · HP Inc. — revenue y/y: +13% · quarter ended 07/31/2026; 0.04% of the indexXYL · Xylem Inc. — revenue y/y: +1.5% · quarter ended 06/30/2026; 0.04% of the indexPPL · PPL Corporation — revenue y/y: +9.4% · quarter ended 03/31/2026; 0.04% of the indexINCY · Incyte Corporation — revenue y/y: +38% · quarter ended 06/30/2026; 0.04% of the indexCINF · Cincinnati Financial Corporation — revenue y/y: +32% · quarter ended 06/30/2026; 0.04% of the indexVRSN · VeriSign, Inc. — revenue y/y: +6% · quarter ended 06/30/2026; 0.04% of the indexSYF · Synchrony Financial — revenue y/y: no data; 0.04% of the indexTPR · Tapestry, Inc. — revenue y/y: +21% · quarter ended 03/28/2026; 0.04% of the indexRF · Regions Financial Corporation — revenue y/y: no data; 0.04% of the indexCNP · CenterPoint Energy, Inc. — revenue y/y: +0.6% · quarter ended 03/31/2026; 0.03% of the indexDLTR · Dollar Tree, Inc. — revenue y/y: +7% · quarter ended 08/01/2026; 0.03% of the indexSW · Smurfit Westrock Plc — revenue y/y: +1.1% · quarter ended 06/30/2026; 0.03% of the indexDRI · Darden Restaurants, Inc. — revenue y/y: +5.9% · quarter ended 02/22/2026; 0.03% of the indexTPL · Texas Pacific Land Corporation — revenue y/y: +31% · quarter ended 06/30/2026; 0.03% of the indexVRSK · Verisk Analytics, Inc. — revenue y/y: +4.4% · quarter ended 06/30/2026; 0.03% of the indexPPG · PPG Industries, Inc. — revenue y/y: +7.2% · quarter ended 06/30/2026; 0.03% of the indexFICO · Fair Isaac Corporation — revenue y/y: +26% · quarter ended 06/30/2026; 0.03% of the indexGPN · Global Payments Inc. — revenue y/y: +69% · quarter ended 06/30/2026; 0.03% of the indexECHO · EchoStar Corporation — revenue y/y: −4% · quarter ended 06/30/2026; 0.03% of the indexBRO · Brown & Brown, Inc. — revenue y/y: +30% · quarter ended 06/30/2026; 0.03% of the indexWST · West Pharmaceutical Services, Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.03% of the indexHUBB · Hubbell Incorporated — revenue y/y: +15% · quarter ended 06/30/2026; 0.03% of the indexEXPD · Expeditors International of Washington, Inc. — revenue y/y: +32% · quarter ended 06/30/2026; 0.03% of the indexSMCI · Super Micro Computer, Inc. — revenue y/y: +123% · quarter ended 03/31/2026; 0.03% of the indexJBHT · J.B. Hunt Transport Services, Inc. — revenue y/y: +19% · quarter ended 06/30/2026; 0.03% of the indexCHTR · Charter Communications, Inc. — revenue y/y: −1.7% · quarter ended 06/30/2026; 0.03% of the indexPHM · PulteGroup, Inc. — revenue y/y: −9.6% · quarter ended 06/30/2026; 0.03% of the indexCHD · Church & Dwight Co., Inc. — revenue y/y: +1.6% · quarter ended 06/30/2026; 0.03% of the indexOMC · Omnicom Group Inc. — revenue y/y: +63% · quarter ended 06/30/2026; 0.03% of the indexVLTO · Veralto Corporation — revenue y/y: +7.5% · quarter ended 07/03/2026; 0.03% of the indexNRG · NRG Energy, Inc. — revenue y/y: +9.7% · quarter ended 06/30/2026; 0.03% of the indexTROW · T. Rowe Price Group, Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.03% of the indexPFG · Principal Financial Group, Inc. — revenue y/y: +6.4% · quarter ended 06/30/2026; 0.03% of the indexKEY · KeyCorp — revenue y/y: +5.6% · quarter ended 06/30/2026; 0.03% of the indexSTZ · Constellation Brands, Inc. — revenue y/y: −3.3% · quarter ended 05/31/2026; 0.03% of the indexSTE · STERIS plc — revenue y/y: +7.3% · quarter ended 06/30/2026; 0.03% of the indexULTA · Ulta Beauty, Inc. — revenue y/y: +8.9% · quarter ended 08/01/2026; 0.03% of the indexEFX · Equifax Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.03% of the indexL · Loews Corporation — revenue y/y: +7.7% · quarter ended 06/30/2026; 0.03% of the indexFSLR · First Solar, Inc. — revenue y/y: −3.7% · quarter ended 06/30/2026; 0.03% of the indexEXE · Expand Energy Corporation — revenue y/y: −20% · quarter ended 06/30/2026; 0.03% of the indexDOW · Dow Inc. — revenue y/y: −6.1% · quarter ended 03/31/2026; 0.03% of the indexIFF · International Flavors & Fragrances Inc. — revenue y/y: +1.8% · quarter ended 06/30/2026; 0.03% of the indexAMCR · Amcor plc — revenue y/y: +77% · quarter ended 03/31/2026; 0.03% of the indexPKG · Packaging Corporation of America — revenue y/y: +15% · quarter ended 06/30/2026; 0.03% of the indexFFIV · F5, Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.03% of the indexRL · Ralph Lauren Corporation — revenue y/y: +14% · quarter ended 06/27/2026; 0.03% of the indexGIS · General Mills, Inc. — revenue y/y: +1.2% · quarter ended 05/31/2026; 0.03% of the indexCMS · CMS Energy Corporation — revenue y/y: +0.6% · quarter ended 06/30/2026; 0.03% of the indexIP · International Paper Company — revenue y/y: −2.2% · quarter ended 06/30/2026; 0.03% of the indexLEN · Lennar Corporation — revenue y/y: −5.2% · quarter ended 05/31/2026; 0.03% of the indexBR · Broadridge Financial Solutions, Inc. — revenue y/y: +7.8% · quarter ended 03/31/2026; 0.03% of the indexFIS · Fidelity National Information Services, Inc. — revenue y/y: +29% · quarter ended 06/30/2026; 0.03% of the indexBG · Bunge Global SA — revenue y/y: +23% · quarter ended 06/30/2026; 0.03% of the indexLYB · LyondellBasell Industries N.V. — revenue y/y: +20% · quarter ended 06/30/2026; 0.03% of the indexSNA · Snap-on Incorporated — revenue y/y: +4.7% · quarter ended 07/04/2026; 0.03% of the indexTSN · Tyson Foods, Inc. — revenue y/y: −0.1% · quarter ended 06/27/2026; 0.03% of the indexLUV · Southwest Airlines Co. — revenue y/y: +16% · quarter ended 06/30/2026; 0.03% of the indexNI · NiSource Inc. — revenue y/y: +3.4% · quarter ended 06/30/2026; 0.03% of the indexSBAC · SBA Communications Corporation — revenue y/y: −24% · quarter ended 06/30/2026; 0.03% of the indexFDXF · FedEx Freight Holding Company, Inc. — revenue y/y: no data; 0.03% of the indexESS · Essex Property Trust, Inc. — revenue y/y: +4.3% · quarter ended 06/30/2026; 0.03% of the indexCF · CF Industries Holdings, Inc. — revenue y/y: +18% · quarter ended 06/30/2026; 0.03% of the indexZBH · Zimmer Biomet Holdings, Inc. — revenue y/y: +4.8% · quarter ended 06/30/2026; 0.03% of the indexVTRS · Viatris Inc. — revenue y/y: +5% · quarter ended 06/30/2026; 0.03% of the indexEVRG · Evergy, Inc. — revenue y/y: +4.3% · quarter ended 03/31/2026; 0.03% of the indexGPC · Genuine Parts Company — revenue y/y: +6% · quarter ended 06/30/2026; 0.03% of the indexTSCO · Tractor Supply Company — revenue y/y: +2.3% · quarter ended 06/27/2026; 0.03% of the indexNDSN · Nordson Corporation — revenue y/y: +10% · quarter ended 07/31/2026; 0.03% of the indexDD · DuPont de Nemours, Inc. — revenue y/y: +4% · quarter ended 06/30/2026; 0.02% of the indexBBY · Best Buy Co., Inc. — revenue y/y: +3.6% · quarter ended 08/01/2026; 0.02% of the indexFTV · Fortive Corporation — revenue y/y: +7.9% · quarter ended 07/03/2026; 0.02% of the indexINVH · Invitation Homes Inc. — revenue y/y: +9.7% · quarter ended 06/30/2026; 0.02% of the indexJ · Jacobs Solutions Inc. — revenue y/y: +35% · quarter ended 06/26/2026; 0.02% of the indexLNT · Alliant Energy Corporation — revenue y/y: +5% · quarter ended 03/31/2026; 0.02% of the indexBEN · Franklin Templeton Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.02% of the indexROL · Rollins, Inc. — revenue y/y: +7.9% · quarter ended 06/30/2026; 0.02% of the indexWY · Weyerhaeuser Company — revenue y/y: −0.9% · quarter ended 06/30/2026; 0.02% of the indexNWS · News Corporation — revenue y/y: +8.8% · quarter ended 03/31/2026; 0.02% of the indexLDOS · Leidos Holdings, Inc. — revenue y/y: +7.4% · quarter ended 07/03/2026; 0.02% of the indexGEN · Gen Digital Inc. — revenue y/y: +6.3% · quarter ended 07/03/2026; 0.02% of the indexZBRA · Zebra Technologies Corporation — revenue y/y: +20% · quarter ended 07/04/2026; 0.02% of the indexIEX · IDEX Corporation — revenue y/y: +6.4% · quarter ended 06/30/2026; 0.02% of the indexNVR · NVR, Inc. — revenue y/y: −11% · quarter ended 06/30/2026; 0.02% of the indexCDW · CDW Corporation — revenue y/y: +10% · quarter ended 06/30/2026; 0.02% of the indexBALL · Ball Corporation — revenue y/y: +20% · quarter ended 06/30/2026; 0.02% of the indexCHRW · C.H. Robinson Worldwide, Inc. — revenue y/y: +19% · quarter ended 06/30/2026; 0.02% of the indexNWSA · News Corporation — revenue y/y: +8.8% · quarter ended 03/31/2026; 0.02% of the indexPTC · PTC Inc. — revenue y/y: −6.8% · quarter ended 06/30/2026; 0.02% of the indexKIM · Kimco Realty Corporation — revenue y/y: +4.9% · quarter ended 06/30/2026; 0.02% of the indexHST · Host Hotels & Resorts, Inc. — revenue y/y: +3.4% · quarter ended 06/30/2026; 0.02% of the indexMAA · Mid-America Apartment Communities, Inc. — revenue y/y: +0.8% · quarter ended 03/31/2026; 0.02% of the indexALB · Albemarle Corporation — revenue y/y: +31% · quarter ended 06/30/2026; 0.02% of the indexSOLV · Solventum Corporation — revenue y/y: +2.2% · quarter ended 06/30/2026; 0.02% of the indexDOC · Healthpeak Properties, Inc. — revenue y/y: +45% · quarter ended 06/30/2026; 0.02% of the indexAKAM · Akamai Technologies, Inc. — revenue y/y: +5.4% · quarter ended 06/30/2026; 0.02% of the indexMKC · McCormick & Company, Incorporated — revenue y/y: +17% · quarter ended 05/31/2026; 0.02% of the indexSWK · Stanley Black & Decker, Inc. — revenue y/y: +0.4% · quarter ended 07/04/2026; 0.02% of the indexAPA · APA Corporation — revenue y/y: no data; 0.02% of the indexCOO · The Cooper Companies, Inc. — revenue y/y: +0.6% · quarter ended 07/31/2026; 0.02% of the indexEG · Everest Group, Ltd. — revenue y/y: −12% · quarter ended 06/30/2026; 0.02% of the indexTYL · Tyler Technologies, Inc. — revenue y/y: +8.2% · quarter ended 06/30/2026; 0.02% of the indexIVZ · Invesco Ltd. — revenue y/y: +21% · quarter ended 06/30/2026; 0.02% of the indexMAS · Masco Corporation — revenue y/y: −2.9% · quarter ended 06/30/2026; 0.02% of the indexREG · Regency Centers Corporation — revenue y/y: +8.3% · quarter ended 03/31/2026; 0.02% of the indexCRL · Charles River Laboratories International, Inc. — revenue y/y: −2.7% · quarter ended 06/27/2026; 0.02% of the indexTXT · Textron Inc. — revenue y/y: +3% · quarter ended 07/04/2026; 0.02% of the indexTRMB · Trimble Inc. — revenue y/y: +11% · quarter ended 07/03/2026; 0.02% of the indexAIZ · Assurant, Inc. — revenue y/y: +9.4% · quarter ended 06/30/2026; 0.02% of the indexRVTY · Revvity, Inc. — revenue y/y: +1.3% · quarter ended 07/05/2026; 0.02% of the indexERIE · Erie Indemnity Company — revenue y/y: +2.8% · quarter ended 06/30/2026; 0.02% of the indexALLE · Allegion plc — revenue y/y: +13% · quarter ended 06/30/2026; 0.02% of the indexAVY · Avery Dennison Corporation — revenue y/y: +11% · quarter ended 06/30/2026; 0.02% of the indexLII · Lennox International Inc. — revenue y/y: +3% · quarter ended 06/30/2026; 0.02% of the indexBAX · Baxter International Inc. — revenue y/y: +5.3% · quarter ended 06/30/2026; 0.02% of the indexLULU · lululemon athletica inc. — revenue y/y: −4.3% · quarter ended 08/02/2026; 0.02% of the indexSJM · The J. M. Smucker Company — revenue y/y: +5% · quarter ended 07/31/2026; 0.02% of the indexCSGP · CoStar Group, Inc. — revenue y/y: +18% · quarter ended 06/30/2026; 0.02% of the indexHAS · Hasbro, Inc. — revenue y/y: +16% · quarter ended 06/28/2026; 0.02% of the indexGL · Globe Life Inc. — revenue y/y: +8% · quarter ended 06/30/2026; 0.02% of the indexHRL · Hormel Foods Corporation — revenue y/y: −2.4% · quarter ended 07/26/2026; 0.02% of the indexUDR · UDR, Inc. — revenue y/y: +2.8% · quarter ended 06/30/2026; 0.02% of the indexBF.B · Brown-Forman Corporation — revenue y/y: −1.4% · quarter ended 07/31/2026; 0.02% of the indexCLX · The Clorox Company — revenue y/y: +0.1% · quarter ended 03/31/2026; 0.02% of the indexGDDY · GoDaddy Inc. — revenue y/y: +6.6% · quarter ended 06/30/2026; 0.02% of the indexIT · Gartner, Inc. — revenue y/y: −0.6% · quarter ended 06/30/2026; 0.02% of the indexBXP · BXP, Inc. — revenue y/y: +3.1% · quarter ended 06/30/2026; 0.02% of the indexGNRC · Generac Holdings Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.02% of the indexJKHY · Jack Henry & Associates, Inc. — revenue y/y: +8.7% · quarter ended 03/31/2026; 0.02% of the indexDECK · Deckers Outdoor Corporation — revenue y/y: +5.7% · quarter ended 06/30/2026; 0.02% of the indexPNW · Pinnacle West Capital Corporation — revenue y/y: +7.1% · quarter ended 06/30/2026; 0.02% of the indexPSKY · Paramount Skydance Corporation — revenue y/y: +0.9% · quarter ended 06/30/2026; 0.02% of the indexDPZ · Domino's Pizza, Inc. — revenue y/y: +4.3% · quarter ended 06/14/2026; 0.02% of the indexHII · Huntington Ingalls Industries, Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.02% of the indexTECH · Bio-Techne Corporation — revenue y/y: −1.5% · quarter ended 03/31/2026; 0.02% of the indexDVA · DaVita Inc. — revenue y/y: +5.2% · quarter ended 06/30/2026; 0.02% of the indexCPT · Camden Property Trust — revenue y/y: +19% · quarter ended 06/30/2026; 0.02% of the indexALGN · Align Technology, Inc. — revenue y/y: +4.3% · quarter ended 06/30/2026; 0.02% of the indexMGM · MGM Resorts International — revenue y/y: +1% · quarter ended 06/30/2026; 0.01% of the indexFDS · FactSet Research Systems Inc. — revenue y/y: +6.4% · quarter ended 05/31/2026; 0.01% of the indexAES · The AES Corporation — revenue y/y: +20% · quarter ended 06/30/2026; 0.01% of the indexUHS · Universal Health Services, Inc. — revenue y/y: +8.3% · quarter ended 06/30/2026; 0.01% of the indexFRT · Federal Realty Investment Trust — revenue y/y: +10% · quarter ended 03/31/2026; 0.01% of the indexPNR · Pentair plc — revenue y/y: −17% · quarter ended 06/30/2026; 0.01% of the indexWYNN · Wynn Resorts, Limited — revenue y/y: +6.9% · quarter ended 06/30/2026; 0.01% of the indexHSIC · Henry Schein, Inc. — revenue y/y: +6.7% · quarter ended 06/27/2026; 0.01% of the indexPODD · Insulet Corporation — revenue y/y: +24% · quarter ended 06/30/2026; 0.01% of the indexAPTV · Aptiv PLC — revenue y/y: +2.3% · quarter ended 06/30/2026; 0.01% of the indexSWKS · Skyworks Solutions, Inc. — revenue y/y: −3.1% · quarter ended 07/03/2026; 0.01% of the indexARE · Alexandria Real Estate Equities, Inc. — revenue y/y: −13% · quarter ended 06/30/2026; 0.01% of the indexOthers: 3 companies — AOS, NCLH, MOS; 0.03% of the index
Color scale
Revenue growth y/y, %no data
As a list: top 50 of 502
  1. NVDA7%+106%
  2. AAPL6.1%+16%
  3. GOOGL5.7%+24%
  4. GOOG5.7%+24%
  5. MSFT4.9%+18%
  6. AMZN3.8%+20%
  7. AVGO2.3%+86%
  8. META1.9%+28%
  9. TSLA1.9%+26%
  10. LLY1.5%+48%
  11. BRK.B1.5%+14%
  12. MU1.4%+346%
  13. JPM1.3%+28%
  14. WMT1.1%+5.9%
  15. AMD1%+50%
  16. V0.9%+14%
  17. XOM0.9%+42%
  18. JNJ0.9%+6.6%
  19. MA0.7%+14%
  20. ABBV0.6%+10%
  21. INTC0.6%+25%
  22. CSCO0.6%+18%
  23. BAC0.6%+15%
  24. COST0.6%+12%
  25. PLTR0.6%+93%
  26. ORCL0.6%+30%
  27. CVX0.5%+51%
  28. KO0.5%+6.7%
  29. LRCX0.5%+30%
  30. AMAT0.5%+25%
  31. MRK0.5%+5.1%
  32. CAT0.5%+24%
  33. GE0.5%+21%
  34. UNH0.5%+0.4%
  35. PG0.5%+1.5%
  36. NFLX0.5%+13%
  37. MS0.5%+27%
  38. HD0.5%+5.7%
  39. GS0.4%+39%
  40. PM0.4%+10%
  41. DELL0.4%+58%
  42. RTX0.4%+14%
  43. PANW0.4%+34%
  44. WFC0.3%+8.6%
  45. GEV0.3%+22%
  46. ANET0.3%+38%
  47. AMGN0.3%+9.5%
  48. KLAC0.3%+15%
  49. TXN0.3%+23%
  50. TMO0.3%+10%

Bar — the company’s share of the index; right — revenue growth y/y. The other 452 are on the sector pages.

How to read the map

Rectangle size is the sector’s share of the S&P 500.

Color is the average revenue growth of the sector’s companies, weighted by index share (revenue growth y/y in the latest report). Red — revenue fell, green — it grew (darker is stronger), light — roughly flat (±1%), hatched — no data.

Revenue: company filings with the SEC (XBRL) and our report cards. Tap a tile to open the sector or company; if its name didn’t fit on the tile, we show it with the numbers first. The “Sectors / Companies” switch next to the title shows every stock in the index.

The week ahead

Announced reporting dates — the largest companies of each day. Dates do get moved.

Tuesday, October 6

STZConstellation Brandsafter close

Thursday, October 8

PEPPepsicopre-marketdeep dive →

Friday, October 9

DALDelta Air Linespre-market

Deep dives · latest reports first

Full earnings cards: revenue segments, Sankey flows, verdict, nuances. Estimated lines are marked ≈.

ACN · Q4 FY2026

Accenture

US GAAP · $M · vs Q4 FY2025 · quarter ended 08/31/2026 (fiscal year is shifted) · reported 10/01/2026

Q4 FY2026 revenue rose 6% to $18.68 billion (7% in local currency), above the guided range of $17.75–$18.40…

MU · Q4 FY2026

Micron Technology

US GAAP · $M · vs Q4 FY2025 · quarter ended 09/03/2026 (fiscal year is shifted) · reported 09/30/2026

Micron's fiscal Q4 2026 revenue rose 379.3% y/y to $54.23 billion, and GAAP net income grew to $37.70 billion…

COST · Q4 FY26

US GAAP · $M · 16 weeks to 08/30/2026 · vs Q4 FY25 · reported 09/24/2026

A strong close to the year — net sales +11.2% to $93.9B on 9.4% comparable sales (6.7% without gasoline and…

CTAS · FQ1 2027

Cintas

US GAAP · $M · quarter ended 08/31/2026 vs FQ1 2026 (fiscal year is shifted) · reported 09/23/2026

Another record quarter — revenue +10.9% to $3.01B (organic +8.9%), gross margin a record 51.5% and operating…

ORCL · Q1 FY2027

Oracle

US GAAP · $M · vs Q1 FY2026 · quarter ended 08/31/2026 (fiscal year is shifted) · reported 09/10/2026

Oracle's cloud infrastructure revenue more than doubled (+121% to $7.4B) and lifted total revenue 30% to $19.3B

ADBE · Q3 2026

Adobe

US GAAP · $M · vs Q3 2025 · reported 09/10/2026

Adobe posted record Q3 revenue of $6.76B (+13%) on 14% subscription growth, and GAAP net income rose 3% to…

AVGO · Q3 FY2026

Broadcom

US GAAP · $M · vs Q3 FY2025 · quarter ended 08/02/2026 (fiscal year is shifted) · reported 09/02/2026

A blowout quarter — revenue jumped 86% to a record $29.6B (+33% sequentially) as AI semiconductor revenue hit…

DELL · Q2 FY2027

Dell Technologies

US GAAP · $M · vs Q2 FY2026 · quarter ended 07/31/2026 (fiscal year is shifted) · reported 09/01/2026

A record quarter on every line — revenue up 58% to $47.0B with ISG up 89% on $16.4B of AI servers and a…

PANW · Q4 FY2026

Palo Alto Networks

US GAAP · $M · vs Q4 FY2025 · quarter ended 07/31/2026 (fiscal year is shifted) · reported 09/01/2026

A record quarter on every operating metric — revenue +34% to $3.41B, NGS ARR +63% to $9.1B, non-GAAP operating…

MDT · Q1 2027

Medtronic

US GAAP · $M · vs Q1 FY26 · reported 09/01/2026

A broad-based beat — revenue up 13.7% with every portfolio growing double digits, led by Electrophysiology…

MRVL · Q2 FY2027

Marvell Technology

US GAAP · $M · vs Q2 FY2026 · quarter ended 08/01/2026 (fiscal year is shifted) · reported 08/27/2026

A record quarter — revenue $2.74B, up 37% y/y, with data center up 46% and now 79% of the business. GAAP net…

NVDA · Q2 FY2027

Nvidia

US GAAP · $M · vs Q2 FY2026 · quarter ended 07/26/2026 (fiscal year is shifted) · reported 08/26/2026

Revenue more than doubled to $96.2B (+106% y/y) on the Blackwell Ultra ramp, gross margin held at 75.0%, and net…

CRWD · Q2 FY2027

Crowdstrike Holdings

US GAAP · $M · vs Q2 FY2026 · quarter ended 07/31/2026 (fiscal year is shifted) · reported 08/26/2026

Revenue grew 26% to $1.47B and ARR reached $5.84B, yet CrowdStrike still lost money on operations — a $33.2M…

CRM · Q2 FY2027

Salesforce

US GAAP · $M · vs Q2 FY2026 · quarter ended 07/31/2026 (fiscal year is shifted) · reported 08/26/2026

Revenue grew 11% to $11.3B, but GAAP operating income was flat at $2,331M — every dollar of gross-profit growth…

SNPS · Q3 FY26

US GAAP · $M · May–Jul 2026 · vs Q3 FY25 · reported 08/26/2026

The Ansys quarter — revenue +42% to $2,477M (maintenance & service +144% from the acquisition), GAAP operating…

INTU · Q4 FY2026

Intuit

US GAAP · $M · vs Q4 FY2025 · quarter ended 07/31/2026 (fiscal year is shifted) · reported 08/25/2026

The off-season quarter grew faster than the tax season — revenue +14% to $4.35B on QuickBooks Online (+20%) and…

WMT · Q2 FY2027

Walmart

US GAAP · $M · vs Q2 FY2026 · quarter ended 07/31/2026 (fiscal year is shifted) · reported 08/20/2026

Operating income jumped 28.8% to $9.4B — but $2.9B of tariff refunds booked as a cut to cost of sales did most…

DE · Q3 2026

Deere & Company

US GAAP · $M · vs Q3 2025 · reported 08/20/2026

A stronger-than-expected quarter with net income up 7% y/y to $1.379B despite flat-to-down large ag, as Small Ag…

ROST · Q2 FY26

US GAAP · $M · 13 weeks to 08/01/2026 · vs Q2 FY25 · reported 08/20/2026

A blowout quarter with an asterisk — sales +13% to $6.3B on very strong +10% traffic-driven comps, operating…

ADI · Q3 2026

Analog Devices

US GAAP · $M · vs Q3 2025 · reported 08/19/2026

A record, broad-based quarter — revenue up 40% and net income up 158% y/y driven by Industrial (+53%) and…

TJX · Q2 FY2027

TJX Companies

US GAAP · $M · vs Q2 FY2026 · quarter ended 08/01/2026 (fiscal year is shifted) · reported 08/19/2026

Sales rose 5% on 4% comp growth, but profit rose far faster — net income +22% to $1.52B — because the…

LOW · Q2 2026

Lowes Companies

US GAAP · $M · vs Q2 2025 · reported 08/19/2026

Solid top-line quarter with net sales up 8.3% on Pro/online/home-services strength and FBM/ADG acquisitions, but…

TGT · Q2 2026

Target

US GAAP · $M · vs Q2 2025 · reported 08/19/2026

A strong topline quarter (comparable sales +3.8%, traffic +3.6%) was supercharged by a one-time $994M IEEPA…

HD · Q2 FY2026

Home Depot

US GAAP · $M · quarter ended 08/02/2026 · y/y comparison · reported 08/18/2026

A quarter that beat the company's own expectations — sales +5.7%, gross margin up to 33.7%, net earnings +4.7%…

AMAT · Q3 2026

Applied Materials

US GAAP · $M · vs Q3 2025 · reported 08/13/2026

A record, broad-based beat with revenue up 25% and net income up 43%, driven by Semiconductor Systems…

CSCO · Q4 2026

Cisco Systems

US GAAP · $M · vs Q4 2025 · reported 08/12/2026

A record, high-quality quarter — revenue up 18% led by a 28% surge in Networking product sales, operating…

NBIS · Q2 2026

Nebius Group

US GAAP · $M · vs Q2 2025 · reported 08/12/2026

A hypergrowth build-out quarter — revenue jumped 454% to $582M as the AI cloud scaled ($575M, +514%) and cloud…

SPG · Q2 2026

Simon Property Group

US GAAP · $M · vs Q2 2025 · reported 08/10/2026

The malls are earning — Real Estate FFO per share grew 7.9% on 96% occupancy, base rents up 6.3% and…

LLY · Q2 2026

Eli Lilly and Company

US GAAP · $M · vs Q2 2025 · reported 08/07/2026

Record quarter — +48% on volume (+60%) with deliberate price cuts (−13%)

UBER · Q2 2026

Uber Technologies

US GAAP · $M · vs Q2 2025 · reported 08/06/2026

A structurally healthy quarter — Delivery segment profit surged 38% and Mobility margins expanded on lower UK…

COP · Q2 2026

Conocophillips

US GAAP · $M · vs Q2 2025 · reported 08/06/2026

A price-driven quarter — sales rose 36.8% to $19,161M as realized prices climbed 36% to $62.33/BOE, and net…

PH · Q4 FY2026

Parker-Hannifin

US GAAP · $M · vs Q4 FY2025 · quarter ended 06/30/2026 (fiscal year is shifted) · reported 08/06/2026

A record, broad-based quarter with Aerospace Systems (+13.4%) and an $84M non-recurring tariff-refund credit…

ABNB · Q2 2026

Airbnb

US GAAP · $M · vs Q2 2025 · reported 08/06/2026

A strong, clean quarter — revenue +17%, operating income +24% and net income +27% with a 23% net margin

HWM · Q2 2026

Howmet Aerospace

US GAAP · $M · vs Q2 2025 · reported 08/06/2026

A very strong quarter — 24% revenue growth (21% organic) powered by Engine Products and gas turbines demand…

CEG · Q2 2026

Constellation Energy

US GAAP · $M · vs Q2 2025 · reported 08/06/2026

Revenue jumped 23% on the Calpine acquisition but GAAP net income fell 39% as merger-inflated operating…

MNST · Q2 2026

Monster Beverage

US GAAP · $M · vs Q2 2025 · reported 08/06/2026

A strong growth quarter — sales up 20% with international now 46% of revenue and gross margin holding at 55.9%…

DDOG · Q2 2026

US GAAP · $M · vs Q2 2025 · reported 08/06/2026

Growth re-accelerated to +36% ($1,121M) on AI-native workloads and GAAP operating income finally crossed zero…

SNDK · Q4 2026

Sandisk

US GAAP · $M · vs Q4 2025 · reported 08/05/2026

A blowout quarter — revenue up 372% y/y (+51% q/q) to $8,965M and gross margin of 84.6% (26.2% a year ago) on…

DIS · Q3 FY2026

Walt Disney

US GAAP · $M · vs Q3 FY2025 · quarter ended late June 2026 (fiscal year is shifted) · reported 08/05/2026

A strong operating quarter — revenue up 7% and total segment operating income up 21% led by Experiences (cruise…

WDC · Q4 2026

Western Digital

US GAAP · $M · vs Q4 2025 · reported 08/05/2026

An exceptionally strong quarter with revenue up 44% and operating margin expanding over 1,500bps, though the…

CVS · Q2 2026

Cvs Health

US GAAP · $M · vs Q2 2025 · reported 08/05/2026

A strong quarter for CVS as revenue grew 7.3% on gains across all three segments and net income nearly tripled…

MCK · Q1 FY2027

Mckesson

US GAAP · $M · vs Q1 FY2026 · quarter ended 06/30/2026

The distributor's razor-thin machine ran faster and better — revenue +8%, operating income +27%, adjusted EPS…

APP · Q2 2026

Applovin

US GAAP · $M · vs Q2 2025 · reported 08/05/2026

Extraordinary software economics — revenue up 53% with a 77.7% operating margin and a 66% net margin, free cash…

DASH · Q2 2026

Doordash

US GAAP · $M · vs Q2 2025 · reported 08/05/2026

Revenue growth accelerated to 36% y/y on Deliveroo-fueled order growth and record Adjusted EBITDA, but heavy…

PSX · Q2 2026

Phillips 66

US GAAP · $M · vs Q2 2025 · reported 08/05/2026

A blowout quarter for Phillips 66 as net income attributable to the company more than quadrupled to $3.85B…

MSI · Q2 2026

Motorola Solutions

US GAAP · $M · vs Q2 2025 · reported 08/05/2026

A strong quarter with revenue up 13% and operating earnings up 17% on broad-based demand plus IEEPA tariff…

AMD · Q2 2026

Advanced Micro Devices

US GAAP · $M · vs Q2 2025 · reported 08/04/2026

An outstanding quarter with record $11.5B revenue (+50% y/y) and net income more than doubling to $2.3B, driven…

MRK · Q2 2026

Merck & Co.

US GAAP · $M · vs Q2 2025 · reported 08/04/2026

A GAAP loss quarter manufactured almost entirely by one deal — the $5.7B Terns acquisition charge sits in R&D…

CAT · Q2 2026

Caterpillar

US GAAP · $M · vs Q2 2025 · reported 08/04/2026

A record quarter with sales crossing $20 billion for the first time and operating profit up 50% on broad-based…

ANET · Q2 2026

Arista Networks

US GAAP · $M · vs Q2 2025 · reported 08/04/2026

An excellent quarter — revenue crossed $3B for the first time on 37.7% y/y growth driven by product sales, with…

AMGN · Q2 2026

Amgen

US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026 · reported 08/04/2026

Revenue rose 9.5% to $10.1B and net income 65.9% to $2.4B — but the profit jump is mostly the fading of…

MCD · Q2 2026

Mcdonalds

US GAAP · $M · vs Q2 2025 · reported 08/04/2026

A solid, steady quarter — revenue and net income both up mid-single digits on higher franchised margins and…

GILD · Q2 2026

Gilead Sciences

US GAAP · $M · vs Q2 2025 · reported 08/04/2026

The biggest GAAP loss of this earnings season — $10.5B — is pure deal accounting: $11.2B of acquired IPR&D…

PFE · Q2 2026

Pfizer

US GAAP · $M · vs Q2 2025 · reported 08/04/2026

A paper loss over a healthy core — the $248M GAAP loss is entirely non-cash impairments ($3.8B for a failed…

BKNG · Q2 2026

Booking Holdings

US GAAP · $M · vs Q2 2025 · reported 08/04/2026

A strong quarter with revenue up 8.1% and operating income up 11.1% on merchant-mix shift and cost discipline…

MPC · Q2 2026

Marathon Petroleum

US GAAP · $M · vs Q2 2025 · reported 08/04/2026

A refining-margin windfall — net income attributable to MPC more than quadrupled to $5.1B as Refining &…

DUK · Q2 2026

Duke Energy

US GAAP · $M · vs Q2 2025 · reported 08/04/2026

A steady utility quarter — revenue edged up 1.1% to $7,592M, but O&M fell 16.3% and operating income rose 12.0%…

EMR · Q3 2026

Emerson Electric

US GAAP · $M · vs Q3 2025 · reported 08/04/2026

A strong quarter with sales up 7% and net income up 22.5% driven by Software & Systems (Test & Measurement +23%)…

CMI · Q2 2026

Cummins

US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026

Solid growth with a spending caveat — sales rose 9.4% and net income to shareholders 4.7%, but SG&A grew 14.6%…

EOG · Q2 2026

US GAAP · $M · vs Q2 2025 · reported 08/04/2026

An oil-price quarter — revenue +57% to $8.6B on $98 realized US crude (vs $65 a year ago), operating income…

APO · Q2 2026

Apollo Global Management

US GAAP · $M · vs Q2 2025 · reported 08/04/2026

A strong quarter — record fee related earnings ($785M, +25%) and spread related earnings ($877M), while GAAP net…

PLTR · Q2 2026

Palantir Technologies

US GAAP · $M · vs Q2 2025 · reported 08/03/2026

An exceptional quarter with revenue up 93% y/y to $1.94B and GAAP net income more than tripling to $1.06B…

VRTX · Q2 2026

Vertex Pharmaceuticals

US GAAP · $M · vs Q2 2025 · reported 07/2026

A solid quarter with revenue up 12% led by ALYFTREK's rapid ramp and strong diversification (CASGEVY, JOURNAVX)…

MAR · Q2 2026

Marriott International

US GAAP · $M · vs Q2 2025 · reported 08/03/2026

A solid quarter with double-digit fee revenue growth (+13%) driven by co-branded card fees and RevPAR strength…

WMB · Q2 2026

Williams Companies

US GAAP · $M · vs Q2 2025 · reported 08/03/2026

The gas-infrastructure buildout keeps paying — service revenues up 5% on new projects, Gulf volumes and storage…

XOM · Q2 2026

Exxonmobil Holdings

US GAAP · $M · vs Q2 2025 · reported 07/31/2026

An exceptionally strong quarter — net income more than doubled (+105% y/y) to $14,525M as Energy Products…

ABBV · Q2 2026

Abbvie

US GAAP · $M · vs Q2 2025 · reported 07/31/2026

The business is healthy — +10% growth and 48% adj. operating margin

CVX · Q2 2026

Chevron

US GAAP · $M · vs Q2 2025 · reported 07/31/2026

An exceptionally strong quarter with reported net income nearly quintupling to $12.1B, driven by record…

LIN · Q2 2026

Linde

US GAAP · $M · vs Q2 2025 · reported 07/31/2026

A solid, broad-based quarter with sales up 9% and operating profit up 8% driven by higher pricing, currency…

ETN · Q2 2026

Eaton

US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026 · reported 07/31/2026

Sales grew 21.4% to $8.5B — but almost none of it reached shareholders. The growth was bought: Boyd Thermal…

CL · Q2 2026

Colgate Palmolive

US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026

A rare quarter where the top line and the bottom line disagree — sales +4.9% and gross margin at a strong 61.5%…

AAPL · Q3 2026

Apple

US GAAP · $M · vs Q3 2025 · reported 07/30/2026

An exceptionally strong quarter with revenue up 16% and net income up 27%, driven by broad-based double-digit…

AMZN · Q2 2026

Amazon

US GAAP · $M · vs Q2 2025 · reported 07/30/2026

An exceptional quarter with net sales up 20% and operating income up 43% driven by AWS's fastest growth in 18…

MA · Q2 2026

Mastercard

US GAAP · $M · vs Q2 2025 · reported 07/30/2026

A strong quarter as 14% net revenue growth—led by value-added services and solutions up 20% plus resilient…

BMY · Q2 2026

Bristol Myers Squibb

US GAAP · $M · vs Q2 2025 · reported 07/30/2026

A strong quarter — Growth Portfolio (+15%) and a swing to net Other Income offset Legacy Portfolio erosion and…

SYK · Q2 2026

Stryker

US GAAP · $M · vs Q2 2025 · reported 07/30/2026

A strong recovery quarter—9.4% sales growth and a 158M tariff-charge reversal drove operating margin up 670bps…

MO · Q2 2026

Altria Group

US GAAP · $M · vs Q2 2025 · reported 07/30/2026

A steady but unspectacular quarter — flat revenue and a 2.9% operating income decline driven by litigation…

SO · Q2 2026

Southern

US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026

The regulated-utility engine idled at the top (revenue flat, operating income +0.7%) while everything below the…

TT · Q2 2026

Trane Technologies

US GAAP · $M · vs Q2 2025 · reported 07/30/2026

A strong quarter with 11% revenue growth, record bookings and backlog led by Americas Commercial HVAC, offset by…

VLO · Q2 2026

Valero Energy

US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026

A textbook refining-cycle peak — revenue +49% but the real story is the spread: costs grew far slower, so…

KKR · Q2 2026

KKR & Co.

US GAAP · $M · vs Q2 2025 · reported 07/30/2026

Record fee engine — fee-related earnings jumped 37% to $1.2B on AUM of $796B (+16%) and the strongest…

PWR · Q2 2026

Quanta Services

US GAAP · $M · vs Q2 2025 · reported 07/30/2026

An outstanding quarter — revenue up 41% and operating income up 88% driven overwhelmingly by the Electric…

ICE · Q2 2026

Intercontinental Exchange

US GAAP · $M · vs Q2 2025 · reported 07/30/2026

A steady toll-road quarter — record open interest drove exchange revenues up 13%, net revenues rose 5% against…

MCO · Q2 2026

Moody's

US GAAP · $M · vs Q2 2025 · reported 07/30/2026

A strong quarter with 15% revenue growth led by a 25% surge in MIS ratings revenue (record CFG issuance and…

REGN · Q2 2026

Regeneron Pharmaceuticals

US GAAP · $M · vs Q2 2025 · reported 07/30/2026

A strong top-line quarter — revenue up 17% on surging Sanofi/Dupixent collaboration profits and EYLEA HD growth…

CI · Q2 2026

US GAAP · $M · vs Q2 2025 · reported 07/30/2026

A huge-flow, thin-margin quarter working as designed — revenues +7% to $71.7B (pharmacy alone $57.2B)…

MSFT · Q4 FY2026

Microsoft

US GAAP · $M · vs Q4 FY2025 · quarter ended 06/30/2026 (fiscal year is shifted) · reported 07/29/2026

An exceptionally strong quarter with revenue up 18% to $90.0 billion and operating income up 18%, driven by…

META · Q2 2026

Meta Platforms

US GAAP · $M · vs Q2 2025 · reported 07/29/2026

Revenue growth stayed strong at 28% on resilient ad pricing and volume, but a $2.4B legal charge and $1.18B…

LRCX · Q4 2026

Lam Research

US GAAP · $M · vs Q4 2025 · reported 07/29/2026

An outstanding quarter — revenue up 30% y/y to a record $6.72B on broad AI-driven wafer fabrication demand, with…

PG · Q4 2026

Procter & Gamble

US GAAP · $M · vs Q4 2025 · reported 07/29/2026

A soft quarter — net sales rose 2% to $21.2B but organic sales were flat and GAAP net earnings fell 15% to…

APH · Q2 2026

Amphenol

US GAAP · $M · vs Q2 2025 · reported 07/29/2026

Amphenol posted a record, exceptionally strong quarter with sales up 55% and net income up 62%, driven…

STX · FQ4 2026

Seagate Technology Holdings

US GAAP · $M · quarter ended 07/03/2026 vs FQ4 2025 · reported 07/29/2026

A blowout quarter — revenue up 48% and operating margin nearly doubled to 43.0% on booming cloud data-center…

QCOM · Q3 FY2026

Qualcomm

US GAAP · $M · vs Q3 FY2025 · quarter ended late June 2026 (fiscal year is shifted) · reported 07/29/2026

A resilient but margin-squeezed quarter — revenue held near guidance highs on Automotive/IoT strength, but GAAP…

SBUX · Q3 2026

Starbucks

US GAAP · $M · vs Q3 2025 · reported 07/29/2026

A messy but fundamentally healthy quarter — GAAP net income surged 87% almost entirely on a one-time $536M China…

FTNT · Q2 2026

Fortinet

US GAAP · $M · vs Q2 2025 · reported 07/29/2026

An excellent quarter for Fortinet as product revenue surged 52% y/y driving 26% total revenue growth and 51%…

ADP · FQ4 2026

Automatic Data Processing

US GAAP · $M · quarter ended 06/30/2026 vs FQ4 2025 · reported 07/29/2026

A steady-compounder quarter closing the year at the high end of guidance — revenue up 7% and EPS up 10%, powered…

EQIX · Q2 2026

Equinix

US GAAP · $M · vs Q2 2025 · reported 07/29/2026

An exceptionally strong quarter for Equinix as revenue grew 16% and operating income jumped 35% on broad-based…

GD · Q2 2026

General Dynamics

US GAAP · $M · vs Q2 2025 · quarter ended 07/05/2026

A defense compounder doing exactly what its backlog promises — revenue +8% with all four segments growing…

VRT · Q2 2026

Vertiv Holdings

US GAAP · $M · vs Q2 2025 · reported 07/29/2026

An exceptionally strong quarter driven by AI-data-center demand — sales up 24% (18% organic) and net income up…

HOOD · Q2 2026

Robinhood Markets

US GAAP · $M · vs Q2 2025 · reported 07/29/2026

A record, high-quality quarter — revenue up 32% to $1.31B on broad-based transaction strength (equities +95%…

JCI · FQ3 2026

Johnson Controls International

US GAAP · $M · quarter ended 06/30/2026 vs FQ3 2025 · reported 07/29/2026

The building-systems cycle is accelerating — organic sales up 10%, organic orders up 27%, backlog at a record…

CVNA · Q2 2026

Carvana

US GAAP · $M · vs Q2 2025 · reported 07/29/2026

An excellent quarter with revenue up 52% and net income up 67% to $513M on record retail volume, though gross…

AON · Q2 2026

US GAAP · $M · vs Q2 2025 · reported 07/29/2026

Steady engine, noisy edges — organic revenue +5% across all four lines but reported revenue only +2% ($4,246M)…

ORLY · Q2 2026

US GAAP · $M · vs Q2 2025 · reported 07/29/2026

The compounding machine as usual — sales +8.1% to $4.9B on 6.0% comps, gross margin steady at 51.4%, operating…

V · Q3 2026

Visa

US GAAP · $M · vs Q3 2025 · reported 07/28/2026

A strong quarter — net revenue up 14% to $11.6B on double-digit payments and processed-transaction volume growth…

KO · Q2 2026

Coca-Cola

US GAAP · $M · vs Q2 2025 · quarter ended 07/03/2026 · reported 07/28/2026

A clean beat-and-raise — unit case volume +5% (Trademark Coca-Cola +5%, Coke Zero Sugar +16%, World Cup lift)…

KLAC · Q4 FY2026

KLA

US GAAP · $M · vs Q4 FY2025 · quarter ended 06/30/2026 (fiscal year is shifted) · reported 07/28/2026

A strong quarter for KLA, with revenue up 15% and net income up 13% y/y driven by robust Semiconductor Process…

BA · Q2 2026

Boeing

US GAAP · $M · vs Q2 2025 · reported 07/28/2026

The recovery is visible but unfinished — operating profit turned positive ($156M vs a loss a year ago) on 171…

GLW · Q2 2026

Corning

US GAAP · $M · vs Q2 2025 · reported 07/28/2026

A strong quarter driven by an Optical Communications boom (Gen AI/data center demand, +32% y/y) that lifted GAAP…

SPGI · Q2 2026

S&P Global

US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026 · reported 07/28/2026

A benchmark-business quarter — Ratings revenue +17% and Indices +20% (both records) lifted total revenue 10% to…

WM · Q2 2026

Waste Management

US GAAP · $M · vs Q2 2025 · reported 07/28/2026

The garbage-collection compounder keeps compounding — revenue up 4% with operating EBITDA margin expanding 90 bp…

UPS · Q2 2026

United Parcel Service

US GAAP · $M · vs Q2 2025 · reported 07/28/2026

UPS grew revenue 7.6% on fuel surcharges and rate/mix gains but operating profit collapsed 49% and net income…

SHW · Q2 2026

Sherwin Williams

US GAAP · $M · vs Q2 2025 · reported 07/28/2026

Outgrowing a flat paint market — sales up 7.5% (helped by the Suvinil acquisition) with adjusted EBITDA margin…

AMT · Q2 2026

American Tower

US GAAP · $M · vs Q2 2025 · reported 07/28/2026

A solid quarter operationally—segment revenue up 5% led by Africa & APAC, Latin America and Data Centers—but the…

MDLZ · Q2 2026

Mondelez International

US GAAP · $M · vs Q2 2025 · reported 07/28/2026

A cocoa-accounting mirage over a steady snacks business — GAAP EPS jumped 145% as commodity-derivative marks…

ECL · Q2 2026

Ecolab

US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026

A transition quarter handled well — commodity costs hit before the energy surcharge kicked in, yet pricing…

ITW · Q2 2026

Illinois Tool Works

US GAAP · $M · vs Q2 2025 · reported 07/28/2026

A record-profitable quarter with broad-based strength — 6.1% revenue growth and 40bps margin expansion to 26.7%…

RCL · Q2 2026

US GAAP · $M · vs Q2 2025 · reported 07/28/2026

Demand is fine, costs caught up — revenue +6.5% to $4,832M (onboard spend +11%), but cruise operating expenses…

HLT · Q2 2026

US GAAP · $M · vs Q2 2025 · reported 07/28/2026

The asset-light machine at work — franchise and licensing fees +8.5% to $808M drove operating income +10% to…

WELL · Q2 2026

Welltower

US GAAP · $M · vs Q2 2025 · reported 07/27/2026

A very strong quarter for Welltower, powered by 51% growth in resident fees revenue from the Amica acquisition…

CDNS · Q2 2026

Cadence Design Systems

US GAAP · $M · vs Q2 2025 · reported 07/27/2026

An exceptionally strong quarter with revenue up 24% and GAAP net income up 129% y/y, driven by broad-based…

INTC · Q2 2026

Intel

US GAAP · $M · vs Q2 2025 · quarter ended 06/27/2026

The loss is one non-cash line — a $12.5B fair-value hit on the Escrowed Shares derivative from the US government…

AXP · Q2 2026

American Express

US GAAP · $M · vs Q2 2025 · reported 07/24/2026

A solid quarter with revenue net of interest expense up 8.6% on robust Card Member spending, net income growing…

VZ · Q2 2026

Verizon Communications

US GAAP · $M · vs Q2 2025 · reported 07/24/2026

A messy but operationally solid quarter—segment operating income actually grew 8% as Business turned a corner…

NEE · Q2 2026

Nextera Energy

US GAAP · $M · vs Q2 2025 · reported 07/24/2026

A solid quarter with a flattering GAAP line — revenue rose 12.4% to $7,534M and operating income 17.1% to…

CME · Q2 2026

Cme Group

US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026

A flat quarter at a very high altitude — clearing fees slipped 2.6% off last year's record volatility-driven…

HCA · Q2 2026

Hca Healthcare

US GAAP · $M · vs Q2 2025 · reported 07/24/2026

A healthy top-line quarter (+8.7% revenue) masked underlying margin pressure from a ~$400M unfavorable ACA…

SLB · Q2 2026

SLB

US GAAP · $M · vs Q2 2025 · reported 07/24/2026

A resilient quarter with 5% y/y revenue growth driven by ChampionX and Production Systems, but GAAP net income…

RTX · Q2 2026

RTX

US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026

A strong defense-cycle quarter — sales up 14.5% with products leading (+15.4%), operating profit up 31% as…

TMO · Q2 2026

Thermo Fisher Scientific

US GAAP · $M · vs Q2 2025 · reported 07/23/2026

A solid, broad-based quarter with revenue up 10% and GAAP operating margin expanding to 17.4%, powered by…

TMUS · Q2 2026

T-Mobile US

US GAAP · $M · vs Q2 2025 · reported 07/23/2026

A solid quarter with industry-leading 9% service revenue growth and 12% Core Adjusted EBITDA growth driving…

UNP · Q2 2026

Union Pacific

US GAAP · $M · vs Q2 2025 · reported 07/23/2026

A record, healthy quarter for Union Pacific as broad-based volume growth (Premium +21%, Intermodal +26%) and…

BX · Q2 2026

Blackstone

US GAAP · $M · vs Q2 2025 · reported 07/23/2026

An excellent quarter for Blackstone as total revenue jumped 35.9% to $5.04B driven by a near-doubling of…

NEM · Q2 2026

Newmont

US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026

A gold-price quarter executed with cost discipline — sales +15% almost entirely on realized price (volumes were…

LMT · Q2 2026

Lockheed Martin

US GAAP · $M · vs Q2 2025 · reported 07/23/2026

A sharply improved quarter as the absence of 2025's ~$1.6B classified-program and helicopter reach-forward…

FCX · Q2 2026

Freeport-Mcmoran

US GAAP · $M · vs Q2 2025 · reported 07/23/2026

A price-over-volume quarter — copper sales volumes fell 30% during the Grasberg Block Cave ramp-up, yet realized…

CMCSA · Q2 2026

Comcast

US GAAP · $M · vs Q2 2025 · reported 07/23/2026

The 68% collapse in net income is an optical illusion — last year's quarter carried a $9.4B gain from selling…

NSC · Q2 2026

US GAAP · $M · vs Q2 2025 · reported 07/23/2026

A record-revenue, weaker-profit quarter — revenue +11% to an all-time $3,465M (6 of 11 points from fuel…

GOOGL · Q2 2026

Alphabet

US GAAP · $M · vs Q2 2025 · reported 07/22/2026

An exceptionally strong quarter with 24% revenue growth and 30% operating income growth driven by 82% Google…

GOOG · Q2 2026

Alphabet

US GAAP · $M · vs Q2 2025 · reported 07/22/2026

An exceptional quarter operationally (revenue +24% to $119.8B, operating margin up 2pts to 34% on Cloud's 82%…

TSLA · Q2 2026

Tesla

US GAAP · $M · vs Q2 2025 · reported 07/22/2026

Tesla grew revenue 26% YoY to $28.2B on record deliveries and a Services rebound, but GAAP operating income…

PM · Q2 2026

Philip Morris International

US GAAP · $M · vs Q2 2025 · reported 07/22/2026

A strong operating quarter — revenue past $11bn for the first time and operating income up 22% on…

GEV · Q2 2026

Ge Vernova

US GAAP · $M · vs Q2 2025 · reported 07/22/2026

A strong operating quarter—revenue up 22% and operating income up 73% led by Electrification's Prolec GE-fueled…

TXN · Q2 2026

Texas Instruments

US GAAP · $M · vs Q2 2025 · reported 07/22/2026

A strong quarter with revenue up 23% and net income up 53% y/y, driven by broad-based growth led by Analog…

IBM · Q2 2026

International Business Machines

US GAAP · $M · vs Q2 2025 · reported 07/22/2026

A soft quarter for IBM as Software growth (+5%, led by Red Hat +11%) and Financing gains were offset by an…

T · Q2 2026

At&T

US GAAP · $M · vs Q2 2025 · reported 07/22/2026

A healthy quarter with Advanced Connectivity (fiber, fixed wireless, wireless service) driving 2.3% consolidated…

NOW · Q2 2026

Servicenow

US GAAP · $M · vs Q2 2025 · reported 07/22/2026

Revenue growth stayed strong at +24% driven by subscription demand, but GAAP operating income collapsed 55% and…

CSX · Q2 2026

CSX

US GAAP · $M · vs Q2 2025 · reported 07/22/2026

A record-revenue quarter with operating leverage on full display — revenue up 10% on 6% volume growth while…

SCHW · Q2 2026

Schwab Charles

US GAAP · $M · vs Q2 2025 · reported 07/21/2026

An exceptionally strong quarter with record revenue and net income driven by broad-based growth in net interest…

DHR · Q2 2026

Danaher

US GAAP · $M · vs Q2 2025 · quarter ended 06/26/2026 · reported 07/21/2026

Better than feared — sales +5.5% to $6.27B with core growth improving to +3.0% (+4.5% excluding respiratory…

COF · Q2 2026

Capital One Financial

US GAAP · $M · vs Q2 2025 · reported 07/21/2026

A strong quarter with net income swinging to $3.0 billion from a year-ago net loss driven by lower credit…

CB · Q2 2026

Chubb

US GAAP · $M · vs Q2 2025 · reported 07/21/2026

A strong quarter with P&C underwriting income up 18.8% on a much-improved 83.8% combined ratio and record net…

MMM · Q2 2026

3m

US GAAP · $M · vs Q2 2025 · reported 07/21/2026

Noisy GAAP over a cleaner core — adjusted operating margin rose 40 bp to 24.9% on solid industrial demand, while…

NOC · Q2 2026

Northrop Grumman

US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026

The headline drop is an illusion of comparison — last year's quarter carried a $231M gain on a business sale…

GM · Q2 2026

General Motors

US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026

A margin story, not a demand story — revenue grew 1.9% while automotive cost of sales grew 3.6%, and that gap…

TRV · Q2 2026

US GAAP · $M pre-tax flows · vs Q2 2025 · reported 07/17/2026

A textbook underwriting quarter — combined ratio 83.6% (vs 90.3%) as claims fell 13% on light catastrophes and…

GE · Q2 2026

General Electric

US GAAP · $M · vs Q2 2025 · reported 07/16/2026

GE Aerospace delivered a strong quarter with revenue up 21% and segment profit up 20%, driven by robust CES…

UNH · Q2 2026

Unitedhealth Group

US GAAP · $M · vs Q2 2025 · reported 07/16/2026

A rebound quarter — flat revenue but sharply lower medical costs and a much-improved MCR drove operating…

NFLX · Q2 2026

Netflix

US GAAP · $M · vs Q2 2025 · reported 07/16/2026

A solid, in-line quarter with revenue up 13% to $12.6B and operating margin holding at 33.4%, but operating…

ABT · Q2 2026

Abbott Laboratories

US GAAP · $M · vs Q2 2025 · reported 07/16/2026

Reported sales jumped 13% on the Exact Sciences acquisition and a comparable 4.8% organic gain, but GAAP net…

PLD · Q2 2026

Prologis

US GAAP · $M · vs Q2 2025 · reported 07/16/2026

Net earnings +86% overstates the quarter and Core FFO +12% tells the truth — the GAAP number is inflated by…

ISRG · Q2 2026

Intuitive Surgical

US GAAP · $M · vs Q2 2025 · reported 07/16/2026

A strong quarter with revenue up 19% and GAAP net income up 24%, driven by robust instrument/accessory…

USB · Q2 2026

U.S. Bancorp

US GAAP · $M · vs Q2 2025 · reported 07/16/2026

A strong quarter for U.S. Bancorp — net income jumped 19.9% to $2.18B as net interest income grew on loan growth…

JNJ · Q2 2026

Johnson & Johnson

US GAAP · $M · vs Q2 2025 · reported 07/15/2026

A solid quarter with reported sales up 6.6% to $25.3B led by Innovative Medicine's 7.8% growth (DARZALEX…

MS · Q2 2026

Morgan Stanley

US GAAP · $M · vs Q2 2025 · reported 07/15/2026

A record quarter — net revenues up 27% y/y to $21.3B and net income applicable to Morgan Stanley up 58% to $5.6B…

BLK · Q2 2026

Blackrock

US GAAP · $M · vs Q2 2025 · reported 07/15/2026

A standout quarter — GAAP revenue up 31% and operating income up 42% on record inflows, HPS-driven fee growth…

PGR · Q2 2026

Progressive

US GAAP · $M · vs Q2 2025 · reported 07/15/2026

A good but softer quarter — revenue rose 7.3% to $23,609M and net income 4.3% to $3,311M ($5.67 per share), yet…

BNY · Q2 2026

Bank Of New York Mellon

US GAAP · $M · vs Q2 2025 · reported 07/15/2026

A strong, broad-based quarter — record revenue of $5.7B (+13% y/y) driven by fee growth and rising net interest…

PNC · Q2 2026

Pnc Financial Services Group

US GAAP · $M · vs Q2 2025 · reported 07/15/2026

A record-revenue quarter — net interest income and fees both at all-time highs drove EPS up 25% y/y even while…

ELV · Q2 2026

Elevance Health

US GAAP · $M · vs Q2 2025 · reported 07/15/2026

Earnings fell 16% y/y as medical costs in government programs keep climbing (benefit ratio 89.7%, +80 bp), but…

JPM · Q2 2026

JPMorgan Chase & Co.

US GAAP · $M · vs Q2 2025 · reported 07/14/2026

A record quarter — reported revenue rose 28% to $57.3B and net income 41% to $21.2B ($7.70 per share), with…

BAC · Q2 2026

Bank of America

US GAAP · $M · vs Q2 2025 · reported 07/14/2026

A strong quarter for BAC — total revenue rose 15.0% y/y to $31,558M and net income jumped 26.6% to $9,074M…

GS · Q2 2026

Goldman Sachs Group

US GAAP · $M · vs Q2 2025 · reported 07/14/2026

A standout quarter for Goldman Sachs as record market-making and investment banking revenue drove net revenue up…

WFC · Q2 2026

Wells Fargo & Company

US GAAP · $M · vs Q2 2025 · reported 07/14/2026

The first clean growth quarter after the asset cap came off — revenue +9% with fee income +13% and loans +12%…

C · Q2 2026

Citigroup

US GAAP · $M · vs Q2 2025 · reported 07/14/2026

Citigroup delivered its best quarterly revenue in a decade with net income up 45% to $5.8B, driven by…

PEP · Q2 2026

Pepsico

US GAAP · $M · vs Q2 2025 · reported 07/09/2026

A deceptively strong quarter — GAAP operating profit surged 125% and net income 136% almost entirely because…

FDX · Q4 FY26

US GAAP · $M · Mar–May 2026 · vs Q4 FY25 · reported 06/23/2026

A messy transition quarter — revenue +13% to $25,007M on Federal Express strength (+14%), but GAAP operating…

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