CFOs on the record, week 31 of 2026

“We are very pleased with our record business performance during the quarter, which set new June quarter records for both EPS and operating cash flow”

“Our installed base of active devices also reached a new all-time high across all major product categories and geographic segments.”

“This quarter was the strongest in Bloom’s history, with profitable growth and positive operating cash flow, and we are pleased to raise our full-year outlook.”

“Cadence delivered excellent results for the second quarter of 2026, with broad-based strength driving double-digit growth across all our businesses”

“With a record backlog and continued business momentum, we are now raising our 2026 outlook to 19% revenue growth, non-GAAP operating margin to 44.25%, non-GAAP EPS to $8.10, and operating cash flow to $2 billion at the midpoint.”

“Our second quarter results reflect disciplined execution and the resilience of our operating model. We delivered 4.1% constant currency revenue growth and 40 basis points of adjusted operating margin expansion year-over-year, despite a complex environment”

“In the first half of 2026, we deployed $1.6 billion on share repurchases and $1.3 billion on acquisitions aligned with our AI builder strategy.”

“Our financial performance reflects the strength of our plan and the dedication of our teams”

“We remain on track with our 2026 operating EPS guidance and are managing costs and capital with discipline so DTE can continue investing for the future to benefit our customers.”

“Exelon delivered second quarter 2026 adjusted operating earnings of $0.43 per share, in line with the expectations we discussed on our first quarter call”

“Through the first half of the year, we remain on track to deliver full-year operating earnings of $2.81 to $2.91 per share and annualized earnings growth near the top end of 5% to 7% from 2025 through 2029.”

“Ford delivered another solid quarter, reflecting a resilient underlying business and disciplined execution”

“Our team is improving the way we operate — sharpening our industrial system, fundamentally reducing costs, and partnering in global markets for speed and efficiency.”

“We are executing our AI transformation with the financial discipline that has long defined GoDaddy, and our second quarter results reflect that”

“We delivered solid revenue growth, expanded profitability and strong free cash flow, while maintaining our disciplined, returns-based approach to capital allocation through substantial share buybacks.”

“Our second quarter net income and Adjusted EBITDA benefited from better-than-expected RevPAR growth and $17 million of non-RevPAR items that had previously been expected to occur in the second half of the year.”

“Our second quarter results reflect the continued strength and consistency of our business model, with growth across all three of our operating segments and strong free cash flow generation.”

“Our disciplined and targeted capital allocation strategy fueled Segment Adjusted EBITDAR growth across our Las Vegas Strip Resorts, record setting results at several of our Regional Operations, and market share gains at MGM China”

“We will continue to allocate growth capital to drive significant returns on investment with meaningful opportunities at our Las Vegas luxury offerings.”

“We delivered a strong quarter to close out the fiscal year, highlighted by Microsoft Cloud revenue of $59.3 billion, up 27% year-over-year”

“While the demand environment remains pressured at our Norwegian Cruise Line brand, we continue to execute on disciplined cost and sourcing initiatives, and have identified an additional $100 million of expected annualized run-rate savings primarily related to technology vendors”

“We remain disciplined in managing our cost structure and over the past three years we have identified over $500 million in savings.”

“Capital expenditures are projected to be in the range of $700-$750 million and research and development expenses are estimated to be in the range $450-$480 million in 2026.”

“This performance to date and the visibility we have into our Q4 pipeline gives us confidence in raising the midpoint of our ARR guidance for the full year”

“2026 has been a very strategic and beneficial year in the capital markets for Public Storage, setting up our balance sheet and value creation engine for years to come”

“Year-to-date, we have had $5.9 billion of debt capital markets activity and $6.0 billion of common share and partnership unit issuance or committed issuance.”

“Second quarter revenues grew 17% and non-GAAP net income per share grew 11%, marking our second consecutive quarter of double-digit growth on both measures”

“By the end of the second quarter, we had fully repaid the Sanofi Development Balance, which represented the outstanding amount due to Sanofi for their funding of prior collaboration development activities.”

“The business is firing on all cylinders”

“We delivered record revenues and drove new highs across equity, option, and event contract volumes, as we continue to win market share.”

“For the September quarter, we anticipate revenue of $1,010 million to $1,060 million, with non-GAAP diluted earnings per share of $1.27 at the mid-point of the revenue range”

“We delivered solid second quarter performance, and are on track to deliver on our full year sales and margin targets 2 . We remain focused on executing our strategy and progressing our priorities, while navigating the dynamic operating environment.”

“Our third quarter results reflect the growing durability of our performance across both the top and bottom line, giving us confidence in the trajectory of our business”

“We are focused on what we can control amid a dynamic operating environment — executing our Back to Starbucks plan with discipline to drive connection, community and long-term value for our customers, partners, and shareholders.”

“We delivered strong top and bottom-line results for the second quarter highlighted by solid recurring revenue growth and free cash flow of $118.5 million, up nearly 35%, and a record for a second quarter”

“During the quarter, we strategically deployed significant capital through the acquisition of For the Record for $213 million in cash and the use of $505 million for share repurchases.”