Market Pulse · Costs & Margins
Operating income & profitability
Every S&P 500 company that raised Operating income & profitability 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.
9 companies · 10 events · 9 no estimate (counted in companies, so the parts add up)
Companies raising Operating income & profitability
- AVGO — Operating Margin and MarginsImportance 70 · Surprise 56Broadcom Inc. · News · 2026-08-17Broadcom reported a record 67.3% EBIT margin in the second quarter. The margin performance accompanied 48% year-over-year revenue growth to $22.19 billion. Custom silicon, Ethernet switching, and hyperscaler AI…
- MU — Net Income and ProfitabilityImportance 69 · Surprise 64MICRON TECHNOLOGY INC · News · 2026-08-17Micron earned $8.7 billion in fiscal 2022 before reporting a $5.8 billion loss in fiscal 2023. Fiscal 2023 revenue nearly halved from the prior year, indicating a severe memory-cycle downturn. Trailing-12-month net…
- NFLX — Operating Income and MarginsImportance 13 · Surprise 6NETFLIX INC · News · 2026-08-17Netflix's operating margin was approximately 31.5% during the reported period. The margin expansion was attributed to revenue growth outpacing content spending and contributed to higher earnings per share. Netflix's…
- PFE — Net Income and ProfitabilityImportance 13 · Surprise 6PFIZER INC · News · 2026-08-16Pfizer reported quarterly EPS of $0.77, beating analyst expectations. The earnings outperformance was reported alongside quarterly revenue of $15.03 billion. Analysts nevertheless maintained a cautious Hold consensus…
- PGR — Net Income and EPS PerformanceImportance 13 · Surprise 6PROGRESSIVE CORP/OH/ · News · 2026-08-15 · 2 eventsProgressive’s Q2 2026 earnings per share exceeded analyst estimates. The company’s bottom line nevertheless declined year over year. The earnings result combined an EPS beat with lower reported profitability, creating…
- SYK — Net Income and EPS PerformanceImportance 9 · Surprise 6STRYKER CORP · News · 2026-08-16Stryker reported quarterly earnings of $3.69 per share. Quarterly EPS exceeded analyst estimates. The earnings performance was reported alongside $6.59 billion of quarterly revenue.
- BKNG — Net Income and ProfitabilityImportance 9 · Surprise 6Booking Holdings Inc. · News · 2026-08-16Booking Holdings reported quarterly EPS of $2.54. Quarterly earnings exceeded analyst expectations. The digest does not provide net income, operating income, or margin figures, so it does not identify specific…
- SO — Net Income and EPS PerformanceImportance 9 · Surprise 6SOUTHERN CO · News · 2026-08-15Southern Company reported quarterly EPS of $1.13, exceeding analyst expectations. The company slightly missed revenue estimates for the quarter. The earnings result was cited alongside institutional investor activity…
- MO — Net Income and EPS PerformanceImportance 9 · Surprise 6ALTRIA GROUP, INC. · News · 2026-08-14Altria reported quarterly earnings per share of $1.48, narrowly below the $1.50 analyst consensus. The $0.02 shortfall was reported alongside quarterly revenue of $5.36 billion, which slightly exceeded estimates. The…