EARNINGS WRAP: Thursday, October 15

6 companies. 4 reported, 2 pending. ═══ REPORTED (4) ═══ $BAC (Bank of America Corporation) | Financials Adj EPS: $1.08 GAAP EPS: $0.99 Consensus EPS: $1.10 (core) Beat/Miss: -2.3% Revenue: $30.0B $BLK (BlackRock, Inc.) | Financials Adj EPS: $15.93 GAAP EPS: $10.71 Consensus EPS: $14.30 (core) Beat/Miss: +11.4% Revenue: $7.8B (yoy: +19.1%) $PGR (The Progressive Corporation) | Financials Adj EPS: $4.37 GAAP EPS: $4.38 Consensus EPS: $4.41 (core) Beat/Miss: -0.9% Revenue: $21.9B $FAST (Fastenal Company) | Industrials Adj EPS: $0.35 GAAP EPS: $0.35 Consensus EPS: $0.34 Beat/Miss: +3.9% Revenue: $2.5B (yoy: +15.5%) ═══ PENDING (2) ═══ $MS (Morgan Stanley) | Financials [not_comparable(not_reported)] Not yet reported. Consensus only. Consensus EPS: $2.83 $STT (State Street Corporation) | Financials [not_comparable(not_reported)] Not yet reported. Consensus only. Consensus EPS: $3.65 ⚠️ Correction: $BAC. revenue $11.6B vs claimed $30.0B; basis mismatch (filing non_gaap vs claimed adjusted) ⚠️

6 companies. 4 reported, 2 pending.