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Pershing Square Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Pershing Square Q2 Earnings Call Highlights

Pershing Square (NYSE:PS) held its first earnings call as a public company, with Chairman and CEO Bill Ackman emphasizing the firm’s strategy of generating growth through the compounding value of its existing investment portfolios while selectively launching new vehicles. Ackman said the firm’s per

Mastercard Q2 Earnings Call Highlights
MarketBeat15d agoneutral
Mastercard Q2 Earnings Call Highlights

Mastercard (NYSE:MA) reported second-quarter 2026 results that exceeded its expectations, supported by continued consumer and business spending, cross-border activity and demand for its value-added services. On a non-GAAP, currency-neutral basis, net revenue rose 12% year over year, adjusted net in

Pacific Gas & Electric Q2 Earnings Call Highlights
MarketBeat22d agoneutral
Pacific Gas & Electric Q2 Earnings Call Highlights

Pacific Gas & Electric (NYSE:PCG) reaffirmed its 2026 earnings guidance and longer-term financial plan on its second-quarter earnings call, while executives emphasized that California wildfire liability reform remains a critical factor for the utility’s capital plans and path to investment-grade

Capital One Financial Q2 Earnings Call Highlights
MarketBeat25d agoneutral
Capital One Financial Q2 Earnings Call Highlights

Capital One Financial (NYSE:COF) reported second-quarter 2026 earnings of $3 billion, or $4.73 per diluted common share, as management said the company continued to generate top-line growth while advancing its Discover integration and adding Brex to its domestic card business. Chief Financial Offic

Mastercard (MA) Trails Market Despite Earnings Growth
Insider Monkey25d agoneutral
Mastercard (MA) Trails Market Despite Earnings Growth

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500’s 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock […]

The PNC Financial Services Group Q2 Earnings Call Highlights
MarketBeat31d agoneutral
The PNC Financial Services Group Q2 Earnings Call Highlights

The PNC Financial Services Group (NYSE:PNC) reported what Chairman and CEO Bill Demchak called an “impressive” second quarter, with management pointing to broad-based business momentum, stronger fee income, continued commercial loan growth and stable credit quality. PNC generated second-quarter net

Citigroup Q2 Earnings Call Highlights
MarketBeat32d agoneutral
Citigroup Q2 Earnings Call Highlights

Citigroup (NYSE:C) reported a stronger second quarter of 2026, with management pointing to broad-based revenue growth, improved returns and continued capital returns, while cautioning that second-half results could be affected by normal seasonality and a deliberate increase in investment spending.

Endava Q3 Earnings Call Highlights
MarketBeat86d agoneutral
Endava Q3 Earnings Call Highlights

Endava (NYSE:DAVA) reported a weaker fiscal third quarter and lowered its fourth-quarter outlook, with management citing delayed client decisions, geopolitical disruption in the Middle East and longer sales cycles for large outcome-based contracts. Chief Executive Officer John Cotterell said demand

Corpay Earnings Demonstrate Shift to Long-Term Compounder
Exec Edge99d agoneutral
Corpay Earnings Demonstrate Shift to Long-Term Compounder

By Jarrett Banks Corpay, Inc. (NYSE: CPAY) delivered the kind of quarter that shifts the narrative from a solid payments company to a potential long-term compounder. Across Wall Street brokerage reports, the themes were the same: accelerating Corporate Payments momentum, improving Lodging trends, durable double-digit organic growth, and a management team increasingly confident in the […]

Mastercard Q1 Earnings Call Highlights
MarketBeat105d agoneutral
Mastercard Q1 Earnings Call Highlights

Mastercard (NYSE:MA) reported what Chief Executive Officer Michael Miebach called an “excellent start” to fiscal 2026, with first-quarter net revenue up 12% and net income up 15% year over year on a non-GAAP, currency-neutral basis. Management said consumer and business spending remained healthy, bu