What changed
$CVX reported: Adj EPS $6.06 vs $5.57 consensus — +8.8% beat. Revenue $70.1B, up 56% yoy. GAAP EPS just $1.11 — wide gap to watch.
$LYB crushed it. Adj EPS $4.30 vs $3.42 consensus — +25.6% beat. Revenue $9.2B, up 20% yoy. GAAP EPS $0.39 signals heavy adjustments.
$NVT with the biggest beat so far. Adj EPS $1.45 vs $1.16 consensus — +24.6%. Revenue $1.5B, up 53% yoy. Industrials flexing.
$NWL delivered a monster headline beat. Adj EPS $0.42 vs $0.20 consensus — +112%. Revenue $2.0B, up 3%. GAAP EPS was negative — quality check needed.
$D beat by 15%. Adj EPS $0.79 vs $0.68 consensus. Revenue $4.5B, up 18% yoy. Utilities showing surprising strength.
$LEA posted Adj EPS $4.28 vs $3.98 consensus — +7.6% beat. Revenue $6.2B, up 3%. Auto supplier holding the line.
$ETN beat: Adj EPS $3.15 vs $3.08 consensus. Revenue $8.5B, up 21% yoy. Industrial demand intact.
$AN reported GAAP EPS $5.56 vs $5.46 consensus — +1.8% beat. Revenue $6.9B, down 0.6%. Flagged: one-time net income spike inf