Market Pulse · Costs & Margins
Gross margin
Every S&P 500 company that raised Gross margin in its filings, earnings calls, press releases or news coverage over the last 7 days — grouped by the canonical driver, so the same subject lines up across companies whatever each called it.
4 companies · 4 events · 4 no estimate (counted in companies, so the parts add up)
Companies raising Gross margin
- CSCO — Gross Margin DriversImportance 32 · Surprise 24CISCO SYSTEMS, INC. · News · 2026-08-17Cisco faced compressed gross-margin guidance despite exceeding fourth-quarter revenue and earnings expectations. The reported pressure was linked to a greater contribution from lower-margin AI infrastructure hardware.…
- LIN — Margin DriversImportance 20 · Surprise 24LINDE PLC · News · 2026-08-14Linde demonstrated solid operating leverage in Q2 FY26 alongside $9.29 billion of revenue and $4.50 of adjusted EPS. Healthcare margin pressure was identified as a constraint on profitability. The report did not…
- KLAC — Gross Margin DriversImportance 17 · Surprise 24KLA CORP · News · 2026-08-14KLA’s gross margin declined in the fourth quarter despite 15% year-over-year revenue growth. Reported pressure came from higher component costs and supply-chain issues. The digest did not quantify the gross-margin…
- PLTR — Margin ExpansionImportance 12 · Surprise 6Palantir Technologies Inc. · News · 2026-08-14Palantir reported a 62% adjusted operating margin in Q2. The adjusted operating margin figure was reported alongside 93% year-over-year revenue growth. The available reporting does not quantify the specific…