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.
6 companies · 8 events · 6 no estimate (counted in companies, so the parts add up)
Companies raising Operating income & profitability
- MU — Net Income and ProfitabilityImportance 69 · Surprise 64MICRON TECHNOLOGY INC · 8-K · 2026-09-30GAAP fiscal Q4 2026 net income was $37.701 billion, or $32.87 per diluted share, compared with $28.243 billion and $24.67 sequentially and $3.201 billion and $2.83 year over year. Fiscal 2026 GAAP net income reached…
- INTC — Segment ProfitabilityImportance 57 · Surprise 64INTEL CORP · News · 2026-09-29Intel’s Data Center and AI segment operating income nearly quadrupled in the second quarter. The improvement indicates substantially stronger profitability in the core data-center and AI business despite pressure from…
- PGR — Net Income and ProfitabilityImportance 47 · Surprise 48PROGRESSIVE CORP/OH/ · News · 2026-10-01 · 2 eventsProgressive’s August 2026 net income fell 22% year over year to $951 million. The profit decline occurred despite increases in net premiums written and net premiums earned. Progressive’s combined ratio worsened during…
- COST — Operating Income and MarginsImportance 36 · Surprise 40COSTCO WHOLESALE CORP /NEW · News · 2026-09-30Costco delivered double-digit earnings growth in the fourth quarter alongside double-digit sales growth. Margin pressure, LIFO charges, and inflation were identified as headwinds to profitability. The company continued…
- DE — Net Income and ProfitabilityImportance 30 · Surprise 6DEERE & CO · News · 2026-09-30Deere & Company reported fiscal Q3 net income attributable to Deere & Company of $1.379 billion. Fiscal Q3 earnings per share were $5.10, exceeding the consensus estimate of $4.69 by $0.41. Nine-month net income was…
- NKE — Net Income and EPS PerformanceImportance 20 · Surprise 14NIKE, Inc. · 8-K · 2026-10-01 · 2 eventsNet income declined 2% to $712 million from $727 million in the prior-year quarter. Diluted earnings per share decreased to $0.48 from $0.49. EBIT was $907 million, broadly unchanged from $904 million, and EBIT margin…