Earnings coverage

Every published Insight News article. Filter by the archetype of the print, scroll back through the catalogue.

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Robots assemble vehicles at a GM factory, where North American production strength drove a 30% EBIT-adjusted profit surge in Q2.

General Motors Q2 Beats, Raises Guidance Again on North America Strength

GM lifted full-year EBIT, EPS, and free cash flow targets for the second time this year after a 30% EBIT-adjusted surge driven by North America.

Revenue

$48.03B

+1.9%

EPS

$3.57

+41.1%

Northrop Grumman's record $104.7B backlog spans advanced spacecraft and defense systems, fueling a $1.20 EPS guidance raise.

NOC

Guidance

Jul 21

Northrop Grumman raises guidance as record backlog signals multiyear demand

Q2 sales beat estimates, but the real story is a $104.7B backlog and a $1.20 EPS guide raise that underscores program momentum.

Revenue

$10.88B

+5.1%

EPS

$7.68

-5.8%

A doctor hands a clipboard to a patient, reflecting the medical cost performance that drove UnitedHealth's Q2 beat.

UNH

Guidance

Jul 16

UnitedHealth Group Q2 Beats, Guidance Soars on Medical Cost Control

Adjusted EPS of $6.38 smashed estimates by 31%, and management raised the full-year outlook by a wide margin.

Revenue

$112.03B

in line

EPS

$6.38

+56.4%

A designer uses Adobe Photoshop on an iMac, reflecting the creative tools driving Adobe's record Q2 revenue.

ADBE

Guidance

Jun 11

Adobe Raises Full-Year Guidance as AI Revenue Triples

Record Q2 revenue of $6.62B and AI-first ARR exceeding $500M drive a raised FY26 outlook, while a CFO departure adds a note of transition.

Revenue

$6.62B

+12.7%

EPS

$5.96

+17.8%

Thor Industries lowered full-year EPS guidance as tariff pressures squeezed margins on towable RVs.

THO

Guidance

Jun 3

Thor Industries Cuts EPS Guide as Towable Segment Buckles Under Tariff Pressure

The RV giant lowered full-year EPS guidance by $0.45 at the midpoint while holding revenue targets, signaling margin compression that looks structural.

Revenue

$2.78B

-3.9%

EPS

$1.86

-26.5%