What changed
$LLY Eli Lilly: adj EPS $7.48 vs $6.61 est, a 13.2% beat. Revenue $24.4B up 38.6% yoy. GAAP EPS $7.22. $MRK Merck: adj EPS $2.49 vs $2.09, a 19.3% beat. Revenue $18.1B up 4.7%. GAAP $2.05.
$GILD Gilead: adj EPS $2.55 vs $2.19, a 16.2% beat. Revenue $8.3B up 6.8%. GAAP $1.96. $BMY Bristol-Myers: adj EPS $1.35 vs $1.22, a 10.3% beat. Revenue $13.1B up 6.9%. GAAP $1.05.
$AMZN Amazon: GAAP EPS $1.89 vs $1.96 est, a 3.5% miss. Revenue $201.9B. $INTC Intel: adj EPS $0.52 vs $0.40, a 30.7% beat. Revenue $16.5B up 20.9%. GAAP $0.63.
$CAT Caterpillar: adj EPS $7.20 vs $7.03, a 2.4% beat. Revenue $20.7B up 17.3%. $MA Mastercard: adj EPS $5.31 vs $5.17, a 2.7% beat. Revenue $9.8B up 14.0%.
$SBUX Starbucks: adj EPS $0.80 vs $0.71, a 13.3% beat. Revenue $9.1B down 4.5% yoy. $MDLZ Mondelez: adj EPS $0.78 vs $0.71, a 10.2% beat. Revenue $10.0B up 2.3%. GAAP $1.02.
$PWR Quanta: adj EPS $6.06 vs $5.03, a 20.5% beat. Revenue $12.0B up 57.4%. GAAP $4.55. $EME EMCOR: adj EPS $9.60 vs $8.35, a 15.0% beat.
Why it matters
$LLY Eli Lilly: adj EPS $7.48 vs $6.61 est, a 13.2% beat. Revenue $24.4B up 38.6% yoy. GAAP EPS $7.22. $MRK Merck: adj EPS $2.49 vs $2.09, a 19.3% beat. Revenue $18.1B up 4.7%. GAAP $2.05.