Market Pulse · Revenue & Demand
Revenue growth & mix
Every S&P 500 company that raised Revenue growth & mix 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.
47 companies · 72 events · 8 positive · 1 negative · 38 no estimate (counted in companies, so the parts add up)
Companies raising Revenue growth & mix
- PLTR — Revenue Performance and MixImportance 100 · Surprise 100Palantir Technologies Inc. · News · 2026-10-01Palantir reported 115% year-over-year growth in U.S. revenue. U.S. commercial revenue increased 149% year over year. The company closed 220 deals worth at least $1 million. Third-quarter revenue guidance was reported…
- AVGO — Revenue Performance and MixImportance 75 · Surprise 64Broadcom Inc. · News · 2026-10-01 · 2 eventsBroadcom’s third-quarter fiscal 2026 revenue increased 86% year over year. AI semiconductor revenue rose 221% year over year and represented more than 56% of total quarterly revenue. The reported growth indicates a…
- NVDA — Revenue Performance and MixImportance 69 · Surprise 64NVIDIA CORP · News · 2026-10-01 · 2 eventsNVIDIA’s fiscal second-quarter revenue was reported as having increased 105.9% year over year. Data Center revenue rose 117% year over year to $89 billion, driven by hyperscale and ACIE customers. The Data Center…
- MU — Revenue Performance and MixImportance 69 · Surprise 64MICRON TECHNOLOGY INC · News · 2026-10-01 · 4 eventsMicron reported fiscal Q4 2026 revenue of $54.23 billion, a record increase of 379% year over year and 31% sequentially. Data center and cloud memory represented 63% of revenue, reflecting the increasing mix of…
- APH — Revenue Performance and MixImportance 69 · Surprise 64AMPHENOL CORP /DE/ · News · 2026-10-01 · 2 eventsAmphenol reported record second-quarter sales of $8.8 billion. Sales increased 55% year over year, exceeding the materiality threshold and indicating substantial top-line expansion. The digest did not provide segment…
- ICE — Revenue Performance and MixImportance 68 · Surprise 68Intercontinental Exchange, Inc. · News · 2026-09-29ICE reported second-quarter 2026 revenue of $3.61 billion. Revenue increased 4.8% year over year, representing approximately $166 million of incremental revenue. The reported results supported upgraded full-year…
- TSLA — Quarterly Results AnnouncementImportance 67 · Surprise 46Tesla, Inc. · News · 2026-10-01Tesla’s second-quarter revenue increased 26% year over year. Second-quarter operating income declined 57% year over year despite the revenue increase. The divergence indicates materially lower operating profitability…
- LLY — Revenue Performance and MixImportance 64 · Surprise 56ELI LILLY & Co · News · 2026-10-01 · 2 eventsEli Lilly’s second-quarter revenue increased 47.70% year over year to $22.97 billion. The reported growth was driven by continued strength in obesity and diabetes treatments, including Mounjaro and Zepbound. Quarterly…
- MSFT — Revenue Performance and MixImportance 64 · Surprise 56MICROSOFT CORP · News · 2026-09-30Microsoft reported Azure revenue growth of 43% in fiscal fourth-quarter 2026. Azure exceeded $100 billion in full-year revenue, indicating continued cloud-led mix expansion. Microsoft 365 Copilot surpassed 30 million…
- AMD — Revenue Performance and MixImportance 63 · Surprise 64ADVANCED MICRO DEVICES INC · News · 2026-10-01AMD’s Data Center revenue was reported to have doubled, indicating a year-over-year increase exceeding the materiality threshold. AMD reportedly recorded its fifth consecutive record quarter for server CPUs,…
- NKE — Geographic Revenue PerformanceImportance 59 · Surprise 48NIKE, Inc. · 8-K · 2026-10-01 · 4 eventsNorth America revenue increased 2% to $5.127 billion, led by 1% footwear growth and 6% apparel growth. Europe, Middle East & Africa revenue declined 5% to $3.176 billion, despite 5% growth in both apparel and…
- PANW — Revenue Performance and MixImportance 57 · Surprise 38Palo Alto Networks Inc · News · 2026-09-30Palo Alto Networks reported quarterly revenue of $3.41 billion, up 34.5% year over year. Quarterly EPS was $1.02, indicating the revenue increase was accompanied by stronger-than-expected earnings. The results were…
- ADI — Revenue Performance and MixImportance 57 · Surprise 38ANALOG DEVICES INC · News · 2026-09-30Analog Devices reported fiscal Q3 2026 revenue of $4.02 billion, up 40.0% year over year. Industrial and communications were identified as significant drivers of the growth. The reported revenue exceeded the $121…
- PFE — Revenue Performance and MixImportance 56 · Surprise 24PFIZER INC · News · 2026-10-01Pfizer reported Q2 2026 revenue of $15.03 billion, according to third-party reporting. The reported quarterly revenue exceeded analyst estimates, indicating performance above market expectations. Pfizer also raised the…
- ISRG — Revenue Performance and MixImportance 54 · Surprise 40INTUITIVE SURGICAL INC · News · 2026-10-01 · 3 eventsIntuitive Surgical reported Q2 2026 revenue of USD 2.89 billion, up 18.40% year over year. Q2 2026 earnings per share exceeded consensus estimates. Procedure growth moderated during the quarter, indicating slower…
- TXN — Revenue Performance and MixImportance 53 · Surprise 48TEXAS INSTRUMENTS INC · News · 2026-09-29Texas Instruments reported a 23% year-over-year increase in Q2 2026 revenue. The Q2 increase was described as broad-based across the company’s segments, without segment-level dollar or percentage breakdowns. Free cash…
- GOOG — Revenue Performance and MixImportance 52 · Surprise 30Alphabet Inc. · News · 2026-10-01Alphabet reported Q2 2026 revenue of $119.8 billion, up 24% year over year. Google Cloud revenue increased 82% year over year, making Cloud the principal disclosed growth driver. The results were cited ahead of…
- ABT — Revenue Performance and MixImportance 50 · Surprise 42ABBOTT LABORATORIES · News · 2026-09-30Abbott reported second-quarter 2026 revenue of $12.59 billion, exceeding analyst expectations. Adjusted EPS was $1.31 for the quarter, also above expectations. Abbott raised its full-year 2026 adjusted EPS guidance to…
- UNP — Revenue Performance and MixImportance 49 · Surprise 22UNION PACIFIC CORP · News · 2026-10-01 · 2 eventsUnion Pacific reported an 11.54% year-over-year increase in second-quarter 2026 revenue. The revenue result was cited ahead of the company’s third-quarter 2026 earnings release scheduled for October 22, 2026. No…
- AMZN — Revenue Performance and MixImportance 48 · Surprise 40AMAZON COM INC · News · 2026-10-01 · 2 eventsAmazon reported quarterly revenue of $200.61 billion, up 19.6% year over year, while EPS reached $5.75 and exceeded expectations. AWS revenue increased 37% year over year in the second quarter, demonstrating continued…
- MDT — Revenue Performance and MixImportance 47 · Surprise 22Medtronic plc · News · 2026-10-01 · 2 eventsMedtronic reported quarterly revenue of approximately $9.76 billion. Revenue increased 13.7% year over year, exceeding analyst expectations. Quarterly earnings were reported at $1.45 per share, also above expectations.…
- COST — Q4 Revenue Performance and MixImportance 47 · Surprise 22COSTCO WHOLESALE CORP /NEW · News · 2026-10-01 · 2 eventsCostco reported fiscal fourth-quarter revenue growth of 11.1% year over year, exceeding estimates. Sales growth was supported by membership activity, digital expansion, warehouse performance, and a value-focused…
- NFLX — Revenue Performance and MixImportance 47 · Surprise 32NETFLIX INC · News · 2026-09-29 · 2 eventsNetflix reported that Q2 2026 FX-neutral revenue growth slowed from 12% to 11%. Management affirmed full-year top-line growth guidance of 13%–14%. Subscription growth, price adjustments, and increasing advertising…
- LIN — Revenue Performance and MixImportance 42 · Surprise 14LINDE PLC · News · 2026-10-01 · 3 eventsLinde reported second-quarter 2026 sales of $9.289 billion, up 9.3% year over year. Second-quarter earnings per share were reported at $4.15 in one account and $4.50 in another, with the latter exceeding consensus…
- CSCO — Revenue Performance and MixImportance 42 · Surprise 40CISCO SYSTEMS, INC. · News · 2026-10-01 · 2 eventsCisco reported Q4 FY2026 revenue of USD 17.252 billion, an 18.00% year-over-year increase. Hyperscaler AI infrastructure orders contributed significant growth during the quarter. Networking revenue also increased,…
- AMGN — Revenue Performance and MixImportance 42 · Surprise 14AMGEN INC · News · 2026-10-01Amgen reported second-quarter 2026 revenue of USD 10.05 billion. Revenue increased 9.5% year over year, exceeding the materiality threshold of USD 302 million. The digest did not provide product-level, segment, or…
- ABBV — Revenue Performance and MixImportance 38 · Surprise 40AbbVie Inc. · News · 2026-09-30AbbVie’s second-quarter revenue increased 10% year over year, according to third-party analyst reporting. Skyrizi and Rinvoq were identified as the primary growth drivers. The reported mix shift reflects continued…
- MRK — Revenue Performance and MixImportance 37 · Surprise 6Merck & Co., Inc. · News · 2026-10-01 · 2 eventsMerck reported second-quarter 2026 revenue of $16.61 billion. The quarterly revenue result exceeded consensus estimates. The reported period was Q2 2026, although the digest did not provide a year-over-year or…
- GILD — Revenue Performance and MixImportance 37 · Surprise 6GILEAD SCIENCES, INC. · News · 2026-10-01Gilead reported quarterly revenue of approximately $7.8 billion, exceeding analyst expectations. The reported revenue figure is above the $7.803 billion materiality benchmark used for this analysis. The digest does not…
- HD — Revenue Performance and MixImportance 37 · Surprise 6HOME DEPOT, INC. · News · 2026-09-30 · 2 eventsHome Depot reported Q2 2026 revenue of approximately $47.86 billion. The reported revenue exceeded analyst expectations, according to third-party coverage. The digest provides no segment, geographic, or year-over-year…
- TMUS — Revenue Performance and MixImportance 36 · Surprise 14T-Mobile US, Inc. · News · 2026-10-01 · 2 eventsT-Mobile US reported second-quarter 2026 revenue of $22.79 billion, up 7.85% year over year. The revenue increase exceeded the $684 million materiality threshold based on the company’s $22.791 billion revenue…
- DHR — Revenue Performance and MixImportance 36 · Surprise 14DANAHER CORP /DE/ · News · 2026-10-01Danaher reported second-quarter 2026 revenue of USD 6.26 billion, up 5.50% year over year. The digest also reported second-quarter EPS of USD 1.94. The revenue increase exceeded the USD 188 million materiality…
- PGR — Revenue Performance and MixImportance 35 · Surprise 48PROGRESSIVE CORP/OH/ · News · 2026-09-30 · 2 eventsProgressive reported a 6.00% year-over-year increase in net premiums written for August 2026. Policies in force increased 7.00% year over year during the same month, indicating customer growth exceeded premium growth.…
- AAPL — Revenue Performance and MixImportance 33 · Surprise 6Apple Inc. · News · 2026-10-01 · 2 eventsApple reported quarterly revenue of $109.42 billion and earnings per share of $2.02. The results exceeded analyst expectations, indicating stronger-than-expected overall financial performance. The digest does not…
- VRTX — Revenue Performance and MixImportance 33 · Surprise 6VERTEX PHARMACEUTICALS INC / MA · News · 2026-09-30Vertex Pharmaceuticals reported Q2 2026 revenue of USD 3.33 billion. The third-party report characterized the quarterly revenue performance as strong. The report provided no year-over-year, sequential, segment, or…
- SYK — Revenue Performance and MixImportance 33 · Surprise 6STRYKER CORP · News · 2026-09-29Stryker reported quarterly revenue of $6.59 billion, exceeding analyst expectations. Adjusted earnings per share were $3.69 for the quarter, also above estimates. The report characterized quarterly growth as holding,…
- SCHW — Revenue Performance and MixImportance 33 · Surprise 6SCHWAB CHARLES CORP · News · 2026-09-29Charles Schwab reported Q2 2026 revenue of USD 7.07 billion, according to third-party reporting. Another report described quarterly revenue of USD 7.08 billion as a record, with the USD 0.01 billion difference likely…
- BAC — Wealth Management GrowthImportance 32 · Surprise 24BANK OF AMERICA CORP /DE/ · News · 2026-10-01Bank of America’s Personal Retirement Strategy (PRS) surpassed $100 billion in total assets, reflecting increased demand for personalized retirement solutions. More than $10 billion is managed through Merrill Managed,…
- QCOM — Revenue Performance and MixImportance 30 · Surprise 14QUALCOMM INC/DE · News · 2026-10-01Qualcomm recently reported revenue above analyst estimates. Reported revenue declined 4% year over year, implying deterioration in the latest reporting period despite the estimate beat. Qualcomm also missed analyst EPS…
- DE — Revenue Performance and MixImportance 30 · Surprise 14DEERE & CO · News · 2026-09-30Deere & Company reported worldwide net sales and revenues of $12.608 billion in fiscal Q3 2026. Fiscal Q3 revenue increased 5% year over year, an increase of approximately $0.6 billion. The reported growth exceeded the…
- HON — Revenue Performance and MixImportance 30 · Surprise 14HONEYWELL INTERNATIONAL INC · News · 2026-09-29Honeywell’s Q2 2026 revenue increased 3.4% year over year to $9.72 billion. Q2 EPS was $1.95, exceeding the $1.80 consensus estimate. The digest provides no segment revenue breakdown or sequential revenue comparison.
- MCD — U.S. Same-Store Sales GrowthImportance 25 · Surprise 32MCDONALDS CORP · News · 2026-09-30McDonald’s U.S. comparable-store sales grew only 0.8% in the second quarter, indicating weak domestic customer demand. The softness has contributed to investor concerns about execution and the McDonald’s NEXT strategy.…
- COP — Revenue Performance and MixImportance 25 · Surprise 32CONOCOPHILLIPS · News · 2026-09-30ConocoPhillips reported strong second-quarter 2026 earnings, with adjusted EPS of $3.24, 9.5% above consensus. Revenue exceeded estimates as higher realized oil-equivalent prices supported quarterly performance. The…
- PG — Revenue Performance and MixImportance 25 · Surprise 32PROCTER & GAMBLE Co · News · 2026-09-29P&G reported revenue of $21.20 billion for the quarter, below analyst expectations. Sales at its Indian subsidiary declined 5% year over year. The Indian decline represents a negative geographic revenue trend despite…
- JNJ — Revenue Performance and MixImportance 25 · Surprise 32JOHNSON & JOHNSON · News · 2026-09-29Johnson & Johnson’s second-quarter revenue grew 6.6% year over year. Bank of America expects third-quarter sales of approximately $25.5 billion, in line with consensus estimates. The analyst projects third-quarter…
- ADBE — Revenue Performance and MixImportance 20 · Surprise 24ADOBE INC. · News · 2026-10-01Adobe is reported to have strong revenue growth ahead of its fiscal 2026 report. The company is using free versions of its products to increase user numbers. Slower contract growth is cited as a counterpoint to the…
- UNH — Revenue Performance and MixImportance 20 · Surprise 24UNITEDHEALTH GROUP INC · News · 2026-09-30UnitedHealthcare’s revenue growth has nearly stopped, limiting top-line expansion. Commercial remains a weak segment, while Medicaid continues to face operating challenges. The recovery therefore depends more on…