Source: earnings_events
Changes History →Track the stock moves that actually matter.
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What changed: Madison Air Solutions Corporation (MAIR) reported EPS of $0.31 vs. consensus estimate of $0.24, beating by 27.5% on 2026-07-30.
Source: earnings_events
Changes History →MAIR earnings announcement scheduled for 2026-09-02 (date pending confirmation) against consensus EPS estimate of $0.25.
What changed: Life Time Group Holdings, Inc. (LTH) reported EPS of $0.48 vs. $0.37 estimate, beating consensus by 28.5% for Q2 FY2026 on July 30, 2026.
Source: earnings_events
Changes History →LTH earnings announcement scheduled for August 4, 2026 (date pending confirmation).
What changed: International Paper Company (IP) reported EPS of $0.04 vs. a consensus estimate of −$0.04 for Q2 FY2026, beating expectations by 206.1%.
Source: earnings_events
Changes History →IP is scheduled to report Q3 FY2026 earnings on 2026-10-29, with consensus EPS estimate of $0.49.
What changed: Valero Energy Corporation (VLO) reported EPS of $12.54 vs. $10.13 estimate, beating consensus by 23.8% for Q2 FY2026 on July 30, 2026.
Source: earnings_events
Changes History →VLO's Q3 FY2026 earnings announcement on October 22, 2026.
What changed: Bristol-Myers Squibb Company (BMY) reported EPS of $2.04 vs. consensus estimate of $1.60, beating by 27.5% on 2026-07-30.
Source: earnings_events
Changes History →BMY's next earnings report is scheduled for 2026-10-29, with current consensus EPS estimate of $1.62.
What changed: Quanta Services, Inc. (PWR) reported EPS of $4.24 vs. consensus estimate of $3.31 for Q2 FY2026, beating consensus by 28.1% on 2026-07-30.
Source: earnings_events
Changes History →Monitor PWR's full Q2 FY2026 earnings call for commentary on revenue growth drivers, margin expansion, and management's outlook for 2026 results.
What changed: Leonardo DRS, Inc. (DRS) reported EPS of $0.35 vs. consensus estimate of $0.27 for Q2 FY2026, beating estimates by 28.3%.
Source: earnings_events
Changes History →Leonardo DRS earnings scheduled for 2026-11-04 with a consensus EPS estimate of $0.34.
What changed: Regeneron Pharmaceuticals, Inc. (REGN) reported EPS of $14.29 vs. consensus estimate of $10.16, beating estimates by 40.6% for Q2 FY2026.
Source: earnings_events
Changes History →REGN earnings scheduled for 2026-10-27.
What changed: Baxter International Inc. (BAX) reported EPS of $0.56 vs. consensus estimate of $0.37 for Q2 FY2026, beating consensus by 52.8%.
Source: earnings_events
Changes History →Monitor BAX's full Q2 FY2026 earnings release for revenue growth, margin trends, and updated 2026 guidance.
What changed: Huntington Ingalls Industries, Inc. (HII) reported EPS of $5.27 vs. consensus estimate of $3.79 for Q2 FY2026, beating estimates by 39.1%.
Source: earnings_events
Changes History →HII earnings announcement scheduled for 2026-10-29.
What changed: The Hershey Company (HSY) reported EPS of $1.90 vs. $1.43 consensus estimate for Q2 FY2026, beating expectations by 32.9%.
Source: earnings_events
Changes History →Monitor guidance revisions and any margin commentary from management during the earnings call to assess sustainability of the beat.
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View all research →In-depth equity research from the BestStocks desk — earnings breakdowns, valuation deep dives, and sector analysis behind the changes we detect.

Why did Danaher (DHR) stock fall ~13% on July 21, 2026 — a beat-and-raise undone by a core revenue guidance cut
Danaher fell nearly 13% on July 21, 2026 despite beating on adjusted EPS and raising its full-year earnings guidance. The company tied that raise partly to completing the Masimo acquisition early — while cutting full-year core revenue growth guidance to 3–4% from 3–6% and marking bioprocessing down to mid-single-digit growth. The market paid for the organic line, not the inorganic one. Bioprocessing peers Repligen and Sartorius fell in sympathy while instrument makers rose, on a day the broad market was up ~1%.
Why did Hut 8 (HUT) stock jump ~11% on July 20, 2026 — a second $9.8 billion Beacon Point lease that fully commercializes a 1 GW campus
Hut 8 jumped about 11% on July 20, 2026 after a second 352 MW, 15-year, $9.8 billion lease fully commercialized its 1 GW Beacon Point campus in Texas — signed by the same unnamed tenant that took Phase 1 in May. The deeper significance is financing: Phase 1 was funded with $4.25 billion of non-recourse, Baa2-rated notes, and an anchor lease is the precondition for repeating that. But the move only round-trips a two-session drop, leaving the stock below where it closed on Wednesday.

Why did Alcoa (AA) stock fall ~6% on July 17, 2026 — a record Q2 that still missed, and an alumina guidance cut
Alcoa closed down 6.1% on July 17, 2026 — far more than its aluminum peers or the metal itself. Its Q2 set a revenue record and grew adjusted EPS more than fivefold, but it missed an elevated Street bar and cut full-year alumina guidance after cyclone-related outages at its Pinjarra refinery. The drop confirmed an aluminum-surplus bear case analysts had already been pricing in, and it layers dilution and integration questions from the pending South32 acquisition on top.

Why did Cadence Design Systems (CDNS) stock fall ~10% on July 17, 2026 — Kimi K3 and the EDA selloff?
Cadence fell about 10% intraday on July 17, 2026 — far more than the broad chip group, which pared its morning losses. Market coverage tied the EDA pair's underperformance to Moonshot's Kimi K3, which the company says designed a 45nm chip in simulation using only open-source tools. It's an early, reported proof of concept, set against a broad semiconductor retreat — and it overwhelmed Cadence's own Rapidus AI partnership and Benchmark's $450 Buy call.

Why did Intuitive Surgical (ISRG) stock plunge ~13% on July 17, 2026 — despite a Q2 earnings beat?
Intuitive Surgical dropped about 13% intraday to a fresh 52-week low the morning after beating Q2 estimates. The catalyst was the outlook, not the quarter: full-year da Vinci procedure-growth guidance of 13.5–15.5% implies a second-half deceleration, with moderating U.S. demand and an ACA coverage headwind. A ~40x multiple left no room for it, and six firms cut targets within hours — while the rest of medtech barely moved.

Why did Bloom Energy (BE) stock plunge ~14% on July 16, 2026 — despite a $1.7B AI-power deal?
Bloom Energy dropped about 14% intraday on the same day IDF and Oaktree announced a $1.7 billion project financing to power Nebius's AI build-out. The move reads as 'sell the news' — profit-taking on a stock priced north of 250x EV/EBITDA, a fuel-cell-complex derating (FCEL −16%), and a broad AI-capex risk-off — with a thinly-detailed deal and the prior week's short-seller overhang in the background.











