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Dividend raised$1.93/sh+6.3% vs prior
McDonald's lifted its quarterly payout 6.34% to $1.93 a share, keeping one of the market's longest dividend-growth streaks intact. Income holders get a raise that outpaces current inflation without waiting on a turn in traffic trends.
Q3 2026
EPS
$5.47
est $5.71-4.2%
Revenue
$2.37B
est $2.31B+2.6%
The $12.9 billion Lhoist deal is cutting both ways: record revenue beat expectations, but quarterly interest expense of $138 million pushed adjusted earnings to miss expectations. Management set full-year revenue guidance at $7.75 billion to $7.85 billion, betting acquisition volume outruns softer heritage operations.
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Q3 2026
EPS
$0.56
est $0.42+34.6%
Revenue
$874M
est $865M+1.0%
Cost discipline pushed non-GAAP operating margin up 400 basis points to 16.3%, beating expectations even as a goodwill impairment dragged GAAP results to a loss. Management reaffirmed full-year non-GAAP EPS guidance and pointed to double-digit EPS growth in FY27 behind a fifth straight quarter of book-to-bill above one.
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In the third quarter, we achieved very significant margin expansion and non-GAAP EPS growth, driven by our focus on cost discipline and execution. Bruker's positive booking trends continued with the fifth consecutive quarter of Bruker Scientific Instruments (BSI) book-to-bill greater than one.
Five straight quarters of orders outpacing shipments at the scientific instruments arm means the $8.6 billion lab-tools maker is building backlog while cost cuts do the heavy lifting on earnings. That combination is what investors in the group have been waiting to see.
We see strengthening demand in most of our end markets, and in Q3 also in the US academic market. With BSI organic bookings and backlog both up mid-single digits % year-to-date, we expect revenue growth acceleration, continued margin expansion and double-digit EPS growth in FY27.
The US academic market, the biggest overhang on lab tool makers all year, turned in the quarter, and Laukien is now underwriting double-digit EPS growth for FY27 off it. At an $8.6 billion market cap, that guidance is the whole thesis for Bruker.
Q3 2026
EPS
$0.93
est $0.81+14.9%
Revenue
$3.42B
est $3.38B+1.2%
U.S. net revenue rose 11.4% while the broader home goods category stayed roughly flat, evidence of share capture rather than a recovering market. Orders delivered climbed 12.2% to 11.0 million, so the growth is volume-led, and adjusted EBITDA margin of 6.9% is the best third quarter since 2020.
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Q3 2026
EPS
$3.57
est $3.38+5.5%
Revenue
$7.16B
est $7.29B-1.8%
U.S. comparable sales slipped 0.2% on negative guest counts, and that traffic hole is why revenue came in missing expectations, with adjusted earnings clearing consensus by 5.5%. Management says the value push improved trends as the quarter went on, and it raised the quarterly dividend 4% to $1.93 a share.
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Q3 2026
EPS
$0.88
est $0.90-2.5%
Revenue
$14.77B
est $14.67B+0.6%
Adjusted earnings came in missing expectations, but Q4 guidance of $0.95 to $0.99 EPS implies 34% to 39% growth, with a fifth straight quarter of 20% gross bookings gains behind it. Management expects roughly 700 fully driverless vehicles on the platform by year-end and over 2,000 in 2027.
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Our focus on autonomous is now on commercial execution, with approximately 700 fully driverless vehicles expected on Uber by year-end and over 2,000 in 2027.
Khosrowshahi put a tripling target on the table for next year's driverless fleet, moving Uber's autonomous story from pilot announcements to units investors can count. Waymo is now a partner and a rival at once, so the ramp is the number to track on the 2026 Q3 earnings call.
Uber delivered its fifth consecutive quarter of 20%+ Gross Bookings growth, driven by record audience and consumer engagement.
Khosrowshahi is pitching durability at a $136 billion market cap, with the growth rate holding above 20% for more than a year. Anyone treating the ride-hailing and delivery story as maturing is arguing with the third-quarter scoreboard.
Q3 2026
EPS
-$0.18
est $0.25-$0.43
Revenue
$3.87B
est $4.00B-3.2%
The FanDuel owner swung to an adjusted quarterly loss, missing expectations on both lines, after Brazil's betting ban forced an $873 million impairment. Buybacks are paused for the foreseeable future.
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Q3 2026
EPS
$0.86
est $0.86-0.2%
Revenue
$967M
est $966M+0.0%
A four-quarter streak of consensus EPS beats ended, with adjusted earnings missing expectations even as revenue edged ahead. Annualized recurring revenue reached $2.56 billion, up 11%, as the subscription pivot carries the growth.
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