EARNINGS DIGEST — WEDNESDAY, JULY 29

104 companies on the tape. 29 reported, 75 pending. Heavyweight tech still loading — $MSFT, $META, $QCOM all pending. Widest consensus spread: $EQIX at +111.5% but that’s an FFO mismatch. Real uncertainty sits in $QCOM where the whisper is -30.7% below consensus. $GNRC 💥 Adj EPS: $2.91 vs $2.01 consensus — a 44.6% beat. Revenue $1.2B, +10.6% yoy. The grid isn’t getting more stable and Generac is printing. GAAP was $1.24, so the gap is wide but the adj number is the story. $SWK crushed it. Adj EPS $1.57 vs $1.21 consensus — a 29.9% beat. Revenue $4.0B, +1.4% yoy. GAAP was just $0.38. Tools and outdoor still finding a floor, but margins surprised everyone. $HUM delivered. Adj EPS $7.61 vs $7.00 consensus — +8.8%. Revenue $40.9B, +26.2% yoy. Medicare Advantage giant flexing. GAAP EPS was $9.88 — a wide gap, but adj is the metric that matters here. $VRT keeps the data center trade alive. Adj EPS $1.52 vs $1.43 consensus — +6.4%. Revenue $3.3B, +24.1% yoy. The AI infrastructure buil

104 companies on the tape. 29 reported, 75 pending. Heavyweight tech still loading — $MSFT, $META, $QCOM all pending. Widest consensus spread: $EQIX at +111.5% but that’s an FFO mismatch. Real uncertainty sits in $QCOM where the whisper is -30.7% below consensus.