What changed
$V Visa beat at $3.48 adj EPS vs $3.44 consensus, +1.1%, revenue $12.1B up 13.2% yoy. GAAP $3.52. Clean quarter, payments volume still humming.
$KO Coca-Cola beat at $0.91 adj vs $0.88, +3.3%, revenue $13.4B up 7.4%. GAAP $0.93. Staples pricing power holding up.
$BA Boeing missed at -$0.34 adj vs -$0.20 consensus, revenue $24.2B up 3.9%. GAAP -$0.26. Loss wider than expected, the one blemish on an otherwise green night.
$STX Seagate crushed it: $7.68 adj EPS vs $7.43, +3.4%, revenue $4.2B up 61% yoy. GAAP $7.74. Storage demand is not slowing down.
$SPGI S&P Global beat at $4.58 adj vs $4.42, +3.7%, revenue $3.7B up 6.8%. GAAP $4.40. Ratings and data both contributing.
$GLW Corning beat at $0.91 adj vs $0.88, +3.4%, revenue $5.1B up 23.9%. GAAP $0.79. Optical and display strength.
$HCA HCA Healthcare smashed it: $7.22 adj vs $6.63, +8.9%, revenue $19.8B. GAAP $7.29. The revenue yoy figure is distorted by a basis change, ignore the -64.6% headline.
$WM Waste Management missed slightly at
Why it matters
$V Visa beat at $3.48 adj EPS vs $3.44 consensus, +1.1%, revenue $12.1B up 13.2% yoy. GAAP $3.52. Clean quarter, payments volume still humming.