EARNINGS DIGEST — WEDNESDAY, AUGUST 5

103 companies on deck. 12 reported, 91 pending. Scorecard so far: 11 beats, 0 misses, 1 not comparable. Health Care is the heavyweight this morning — $LLY, $CVS, $COR, $PODD, $CRL all posted numbers. $CVS didn’t just beat — it crushed. $CVS dropped a 39% EPS beat — $2.58 vs $1.85 consensus. Revenue $106B. The pharmacy giant is flexing. $LLY posted GAAP EPS of $8.38 vs $6.58 consensus — a 27% beat. Revenue surged 48% YoY to $23B. GLP-1 momentum still has legs. $DIS delivered Adj EPS of $2.06 vs $1.85 consensus — an 11% beat. Revenue $25.2B, up 7% YoY. Streaming profitability is the story to watch on the call. $GPN saw revenue explode 69% YoY to $3.3B, though EPS beat by a razor-thin 0.6%. The GAAP gap is wide — $0.05 GAAP vs $3.46 Adj. $KHC beat on Adj EPS — $0.56 vs $0.53 — but revenue slipped 1.4% YoY. GAAP EPS was -$4.60 on impairment charges. One-time pain, operational beat. $CRL beat by 11% — $3.02 vs $2.73 — but revenue dipped 2.7% YoY. Watch for 2025 demand commentary. $

103 companies on deck. 12 reported, 91 pending.