EARNINGS WRAP — Thursday, July 16

8 reporters. 1 beat, 0 misses, 7 in-line. Heavy on Financials (3 names) and Health Care (2). $GE the lone standout. Widest consensus spread: $NFLX with EPS at $1.23 vs $1.34 — a rare miss signal despite the in-line tag. $GE | Industrials Consensus was $1.60 EPS on $12.6B rev. Delivered $1.86 — an 8.6% beat. Aerospace margins are the story here. Guidance raise likely, but watch for supply-chain caveats on the call. $UNH | Health Care Consensus $6.61 EPS on $112B rev. Hit $7.23 flat. Medical-loss ratio in focus. No beat means the market already priced the premium. Guidance hold or slight raise expected — anything less is a sell. $NFLX | Communication Services Consensus $1.34 EPS on $12.6B rev. Reported $1.23 — technically in-line but below the whisper. Ad-tier subs and 2025 margin guide are the real tape-bombs. Post-earnings drift pattern is negative on flat prints. $ABT | Health Care Consensus $1.28 EPS on $12.6B rev. $1.31 in-line. MedTech steady, but diagnostics is the swing f

8 reporters. 1 beat, 0 misses, 7 in-line. Heavy on Financials (3 names) and Health Care (2). $GE the lone standout. Widest consensus spread: $NFLX with EPS at $1.23 vs $1.34 — a rare miss signal despite the in-line tag.