What changed
🚨 REPORTED: $REGN drops a 40% EPS beat. Adj EPS $14.29 vs $10.20 consensus. Revenue +16.7% to $4.3B. Clean sweep.
$HSY crushes it. Adj EPS $1.90 vs $1.43 consensus — a 33% beat. Revenue $2.8B (+6.6%). Sweet quarter.
$BMY delivers a 27.7% EPS beat. Adj EPS $2.04 vs $1.60 consensus. Revenue $13B (+5.7%). Pharma flexing.
$PWR posts a 28% beat. Adj EPS $4.24 vs $3.31 consensus. Revenue explodes +41% to $9.6B. Infrastructure demand is real.
$BAX surges 52.5% above consensus. Adj EPS $0.56 vs $0.37. Turnaround gaining traction.
$HII drops a 38% beat. GAAP EPS $5.27 vs $3.82 consensus. Revenue +372% — note the one-time surge, but the headline is loud.
$IP prints a 205% beat on a tiny base. Adj EPS $0.04 vs -$0.04 consensus. Low bar, but they cleared it.
$BC +31% beat. Adj EPS $1.56 vs $1.19. Revenue $1.6B (+7.7%). Boats still floating.
$NCLH sails past with a 22.8% beat. Adj EPS $0.48 vs $0.39. Revenue $2.6B (+4.9%). Cruise demand intact.
$XPO +15.5% beat. Adj EPS $1.70 vs $1.47. Rev