EARNINGS DIGEST — THURSDAY AUG 06

96 companies on the tape. 10 reported, 86 pending. Utilities and Consumer Staples dominate the early scorecard with a clean sweep of beats. ═══ REPORTED ═══ $CEG Constellation Energy dropped a 9.5% EPS beat — $2.55 vs $2.33 consensus. Revenue surged 23% to $7.5B. The GAAP gap is wide ($1.44) but the adj. print is what matters here. $EVRG Evergy and $AES both crushed it. Evergy posted $0.88 vs $0.80 (+9.8%). AES delivered $0.51 vs $0.47 (+9%). Utilities showing surprising pricing power this quarter. $HWM Howmet Aerospace flew past estimates — $1.33 vs $1.25 (+6.7%) on 24% revenue growth to $2.5B. Industrials momentum intact. $KDP Keurig Dr Pepper posted $0.57 vs $0.54 (+6.2%) but the real story is revenue: $7.3B, up 75.6% YoY. Acquisition math, not organic, but the scale jump is massive. $BDX Becton Dickinson with a quiet 2.9% beat — $3.23 vs $3.14. Revenue up 5.4% to $5B. Steady, not spectacular. $KVUE Kenvue missed — $0.31 vs $0.32 (-2.8%). The consumer health spin-off is still

96 companies on the tape. 10 reported, 86 pending. Utilities and Consumer Staples dominate the early scorecard with a clean sweep of beats.