What changed
$COP ConocoPhillips beat with adj EPS $3.27 vs $3.05 consensus (+7.3%), GAAP $3.34, revenue $20.1B up 29.2% yoy. $EOG Resources adj EPS $4.87 vs $4.45 (+9.3%), GAAP $5.33, revenue $8.2B up 42.7%. Energy is printing.
$PH Parker-Hannifin adj EPS $8.90 vs $8.17 (+8.9%), GAAP $6.92, revenue $6.0B up 17.9%. $ROK Rockwell adj EPS $3.88 vs $3.69 (+5.1%), revenue $2.3B up 0.7%, FY adj EPS guide $12.72-$13.02. Industrials steady.
$SO Southern Co adj EPS $1.94 vs $1.71 (+13.4%), revenue $8.8B up 13.0%. $DUK Duke adj EPS $1.99 vs $1.86 (+6.9%), revenue $9.1B up 6.6%. Utilities beating across the board.
$ABNB Airbnb GAAP EPS $3.16 vs $2.85 (+11.0%), revenue $4.9B up 18.9%. $LYV Live Nation GAAP EPS $1.69 vs $1.50 (+12.6%), revenue $10.1B up 18.9%, one-time net income spike flagged. Travel and live events still spending.
$NET Cloudflare adj EPS $0.38 vs $0.34 (+10.6%), GAAP -$0.10, revenue $782.5M up 39.2%. $U Unity adj EPS $0.44 vs $0.34 (+27.5%), GAAP $0.25, revenue $622.1M up 32.2%. Software gro
Why it matters
$COP ConocoPhillips beat with adj EPS $3.27 vs $3.05 consensus (+7.3%), GAAP $3.34, revenue $20.1B up 29.2% yoy. $EOG Resources adj EPS $4.87 vs $4.45 (+9.3%), GAAP $5.33, revenue $8.2B up 42.7%. Ener