Market Signals

$PENN (PENN Entertainment) — 8-K: PENN Q2 FY26 EPS $0.44 smashes consensus by 66.9%

$NXST (NEXSTAR MEDIA GROUP) — 8-K: NXST Q2 FY26 EPS of $3.61 misses consensus by 51.7%

$MCHP (MICROCHIP TECHNOLOGY) 8-K: Results of Operations (Earnings) (+Financial Statements and Exhibits)

$KVUE (Kenvue) 8-K: Results of Operations (Earnings) (+Financial Statements and Exhibits)

$INSM (INSMED) — 8-K: INSM Q2 FY26: GAAP EPS of -$0.06 crushes consensus by 91.2%.

$GLIBA (Liberty Capital Corp/) — 8-K: GLIBA Q2 FY26 EPS of $0.40 misses consensus by 65.2%

$FWONA (Liberty Media) — 8-K: FWONA Q2 FY26 revenue drops 43% YoY to $764M, net income not provided.

$FOUR (Shift4 Payments) — 8-K: FOUR Q2 FY26: Adj. EPS $1.32 beats consensus by +6.8%

$FISV (FISERV) 8-K: Results of Operations (Earnings) (+Financial Statements and Exhibits)

$EPAM (EPAM Systems) 8-K: Results of Operations (Earnings) (+Financial Statements and Exhibits)

$ED (CONSOLIDATED EDISON) 8-K: Results of Operations (Earnings) (+Financial Statements and Exhibits)

$COP (CONOCOPHILLIPS) 8-K: Results of Operations (Earnings) (+Financial Statements and Exhibits)

$CELH (Celsius Holdings) — 8-K: CELH Q2 FY26 EPS misses consensus by 13.9% at $0.36 vs. $0.42

$CEG (Constellation Energy) 8-K: Results of Operations (Earnings) (+Regulation FD Disclosure, Financial Statements and Exhibits)

$ATI (ATI) — 8-K: ATI Q2 FY26 EPS $1.23 smashes consensus by 18.3%

$AKAM (AKAMAI TECHNOLOGIES) 8-K: Results of Operations (Earnings) (+Financial Statements and Exhibits)

$BWA (BORGWARNER) — 8-K: BWA Q2 FY26 adj. EPS $1.42 beats consensus by 11.5%

$NYT (NEW YORK TIMES) — 8-K: NYT Q2 FY26: Adj. EPS $0.69 beats consensus by +3.6%.

$PODD (INSULET) — 8-K: PODD Q2 FY26: Adj. EPS $1.66 beats consensus by +14.3%

$RRX (REGAL REXNORD) — 8-K: RRX Q2 FY26: Adj. EPS $2.99 smashes consensus by 15.7%.

$CRL (CHARLES RIVER LABORATORIES I..) — 8-K: CRL Q2 FY26 adj. EPS $3.02 beats consensus by 10.6%.

$KD (KYNDRYL HOLDINGS) — 8-K: KD Q1 FY27: Adj. EPS of -$0.12 in-line with consensus.

$MDLN (MEDLINE) — 8-K: MDLN Q2 FY26 EPS $0.50 smashes consensus by +55.8%

8-K: Q2 FY26 adjusted EPS of $0.45; FY26 guidance set at $4.17–$4.32.

$CHH (CHOICE HOTELS INTERNATIONAL..) — 8-K: CHH Q2 FY2026 EPS beats by 2.8% at $2.02 vs. $1.97 consensus

8-K: Q2 FY26 GAAP EPS of $0.89 on revenue of $161M.

$PSX (PHILLIPS 66) — 8-K: PSX Q2 FY26 EPS of $9.41 crushes consensus by +25.5%

$WTRG (ESSENTIAL UTILITIES) — 8-K: WTRG Q2 FY26: Adjusted EPS of $0.38 misses consensus by $0.01 (-1.3%).

$AFG (AMERICAN FINANCIAL GROUP) — 8-K: AFG Q2 FY26 EPS of $2.82 smashes consensus by 18.9%.

ALECTOR GAAP EPS OF -$0.21 IN-LINE, REVENUE OF $3.32M BEATS BY $1.61M - SEEKINGALPHA

CLIPPER REALTY AFFO OF $0.09 BEATS BY $0.06, REVENUE OF $38.6M MISSES BY $0.4M - SEEKINGALPHA

KODIAK GAS SERVICES NON-GAAP EPS OF $0.55 MISSES BY $0.16, REVENUE OF $391.12M BEATS BY $8.12M - SEEKINGALPHA

TUCOWS NON-GAAP BASIC EPS OF -$1.57, REVENUE OF $100.6M - SEEKINGALPHA

RYMAN HOSPITALITY PROPERTIES FFO OF $2.54 IN-LINE, REVENUE OF $749M BEATS BY $13.42M - SEEKINGALPHA

RCI HOSPITALITY NON-GAAP EPS OF $0.90, REVENUE OF $73.9M - SEEKINGALPHA

PUMA BIOTECHNOLOGY NON-GAAP EPS OF $0.19 BEATS BY $0.12, REVENUE OF $56.5M BEATS BY $3.5M - SEEKINGALPHA

FIGS GAAP EPS OF $0.15 BEATS BY $0.08, REVENUE OF $196.62M BEATS BY $10.51M - SEEKINGALPHA

GLOBAL DIESEL CRUNCH DEEPENS AS RECORD US DISTILLATE EXPORTS RACE TO SUPPLY-STARVED EUROPE - ZEROHEDGE

FUNKO NON-GAAP EPS OF $0.26 BEATS BY $0.44, REVENUE OF $207.7M BEATS BY $7.48M - SEEKINGALPHA

SWEETGREEN GAAP EPS OF -$0.22 MISSES BY $0.07, REVENUE OF $192.7M MISSES BY $1.82M - SEEKINGALPHA

$LYFT (LYFT) — 8-K: Lyft Q2 FY26 revenue hits $1.84B with net income of $50M.

POST HOLDINGS GAAP EPS OF $1.29 MISSES BY $0.36, REVENUE OF $1.9B MISSES BY $130M - SEEKINGALPHA

$CART (MAPLEBEAR) — 8-K: CART Q2 FY26 EPS misses by 18.2% at $0.45 vs. $0.55 consensus.

TECHTARGET GAAP EPS OF -$0.30 MISSES BY $0.10, REVENUE OF $116.1M MISSES BY $3.45M - SEEKINGALPHA

KINGSTONE GAAP EPS OF $1.05 BEATS BY $0.10, REVENUE OF $65.85M BEATS BY $4.15M - SEEKINGALPHA

ICF INTERNATIONAL NON-GAAP EPS OF $1.86 BEATS BY $0.21, REVENUE OF $474M MISSES BY $4.24M - SEEKINGALPHA

REPUBLIC SERVICES NON-GAAP EPS OF $1.85 BEATS BY $0.03, REVENUE OF $4.43B BEATS BY $70M - SEEKINGALPHA

$AGO (ASSURED GUARANTY) — 8-K: AGO Q2 FY2026 EPS misses consensus by 25.9% at $1.23

$RGA (REINSURANCE GROUP OF AMERICA) — 8-K: RGA Q2 FY26 EPS of $8.89 crushes consensus by 36.6%.

EUROPE'S IPO BACKLOG ALMOST HALVES, BUT AI COULD YET REFILL IT - YAHOO