What changed
11 companies. 10 reported, 1 pending.
Heavyweight day: $AXP, $VZ, $HCA, $NEE all in the mix.
Widest consensus spread: $CHTR — but that estimate looks stale, so don’t lean on it.
$BAH drops the hammer — Adj EPS $1.81 vs $1.49, a +21.5% beat.
Revenue slipped -4.2% to $2.8B, but margins clearly flexed.
Industrial consulting still printing cash.
$LW crushes it — Adj EPS $0.87 vs $0.62, a +40.3% beat.
Frozen potato demand isn’t cooling off.
Revenue landed at $1.8B. No year-ago comp given, but that EPS gap speaks volumes.
$SLB drills past estimates — Adj EPS $0.55 vs $0.51, +7.8% beat.
Revenue +5.0% to $9.0B. International upstream spending still running hot.
$NEE posts Adj EPS $1.15 vs $1.08, +6.5% beat.
GAAP EPS was $1.50 — wide gap, watch for one-timers.
Revenue +12.4% to $7.5B. Utilities showing steady growth.
$AXP delivers — GAAP EPS $4.53 vs $4.41, +2.7% beat.
Revenue +10.0% to $19.6B.
Consumer spending holding firm at the high end.
$VZ edges past — Adj EPS $1.30 vs $1
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Jul 25, 2026 03:18 AM ET