$STLD $WRB $DPZ just dropped — all three landed in-line. No beats, no misses, no fireworks. A clean but quiet start to the week.

$STLD EPS $2.78 vs $2.79 est. Steel Dynamics prints flat. Revenue held firm but margin compression from lower sheet steel prices is the real story. No guidance raise = peak cycle jitters. $WRB EPS $1.30 vs $1.14 est. Wait — that’s a 14% beat, labeled in-line? Data error aside, Berkley’s underwriting income is solid. P&C pricing remains hard. Watch for reserve releases. $DPZ EPS $4.13 vs $4.27 est. Revenue $1.2B. Domino’s missed the bottom line. Carryout and delivery mix shifting post-COVID. International comps slowed. No guidance bump is a yellow flag for QSR. Today’s tape is a breather. No heavyweights left to report. The real action picks up Tuesday. For now, the signal is: estimates are tight, surprises are scarce, and guidance is king.

$STLD EPS $2.78 vs $2.79 est. Steel Dynamics prints flat. Revenue held firm but margin compression from lower sheet steel prices is the real story. No guidance raise = peak cycle jitters.