What changed
91 companies on deck. 13 reported, 78 pending.
Heavyweight industrials and healthcare dominate the tape.
Widest consensus spread? $MPC — estimates range from $11.50 to $16.50. That’s a 43% gap. Uncertainty is the story.
═══ REPORTED ═══
$CAT crushed it. Adj EPS $8.17 vs $6.20 consensus — a 31.8% beat.
Revenue surged 24% to $20.5B. Industrial demand is not slowing down.
$ADM posted a 28% EPS beat — $1.84 vs $1.44 consensus.
But GAAP EPS was just $0.62. The gap is wide. One-time items inflated the adjusted number — flag it.
$MRK swung to an adjusted loss of -$0.13, but that’s better than the -$0.26 consensus.
GAAP loss was -$1.72. The headline miss masks a relative beat. Revenue up 5.1% to $16.6B.
$KMB missed badly. Adj EPS $1.80 vs $2.01 consensus — a 10.3% miss.
GAAP EPS was $2.00. Costs are biting the consumer staples giant.
$APO missed on core. Adj EPS $2.11 vs $2.16 consensus — a 2.2% shortfall.
GAAP EPS was higher at $2.32. The core metric is what matters here.
$TDG d
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Aug 04, 2026 12:11 PM ET