EARNINGS WRAP — Monday, August 10

7 companies reporting. Industrials dominate the slate. AAON drops the widest beat of the day at nearly 40%. $AAON crushed it. Adj EPS $0.69 vs $0.49 consensus — a 39.7% beat. Revenue hit $627M. GAAP EPS matched at $0.69. Clean quarter, no adjustments needed. $ACM (AECOM) posted Adj EPS of $1.53 vs $1.46 consensus, a 4.6% beat. Revenue came in at $16.1B. Note: that revenue jump is flagged as an outlier — likely M&A or project timing. $SPG (Simon Property Group) missed. GAAP EPS $1.49 vs $1.57 consensus, down 5.1%. Revenue of $1.7B was up 20% year-over-year. The mall landlord couldn’t clear the bar. $RKLB (Rocket Lab) narrowed losses. Adj EPS -$0.07 vs -$0.08 consensus. Revenue exploded to $495M — flagged as an outlier but still a massive top-line signal in the space economy. $ASTS (AST SpaceMobile) landed right on consensus at -$0.28 EPS. No surprise. The satellite play remains pre-revenue and cash-burning. Story unchanged. $NIQ and $MPT (Medical Properties Trust) both hit consens

7 companies reporting. Industrials dominate the slate. AAON drops the widest beat of the day at nearly 40%.