Harley-Davidson, Inc. HOG

Aptiv reported its first quarter on the post-spin continuing-operations basis after completing the EDS/Versigent separation on June 30, with pro forma adjusted revenue up 2% and adjusted EBITDA margin expanding 10 basis points on $613 million of EBITDA

Avery Dennison delivered accelerating growth in the second quarter of 2026, with reported sales up 11% year-over-year, organic sales growth of 8%, and adjusted earnings per share of $2.89, up 19%

AutoZone delivered its strongest revenue quarter in three years with total sales up 8.4% to $4.8 billion, driven by domestic same-store sales growth of 4.1% and commercial sales surging 10.4%

Newest quarter — available with Pro

Ball delivered a solid first half, with second-quarter global beverage can volumes up 4.3% year-over-year across all three regions and comparable diluted EPS up 14.4% (GAAP diluted EPS was $0.82)

Best Buy opened fiscal 2027 with better-than-expected results, reporting enterprise revenue of $8.9 billion up 1.9% and enterprise comparable sales growth of 2%, ahead of its roughly 1% outlook, with positive comps across most major categories led by gaming, computing and mobile phones

Booking Holdings delivered a resilient second quarter, with revenue up 8% year-over-year to $7.4 billion and room nights growing 5%, both exceeding the high end of guidance

Newest quarter — available with Pro

Casey's closed fiscal 2026 with a record fourth quarter, posting diluted EPS of $4.37, up 66% year over year, and net income of $162.7 million, up 65.5%

CAVA delivered an exceptional first quarter of fiscal 2026, with revenue up 32.2% to $434.4 million and same-restaurant sales of 9.7% driven by 6.8% traffic growth

Carnival delivered record second-quarter results with revenue up 5.3% and net income of $569 million, more than 20% higher than the prior year, even as roughly 30% higher fuel prices pushed GAAP operating income down about 9% and GAAP diluted EPS to $0.39 from $0.42

Chipotle grew second-quarter revenue 9.3% to $3.3 billion, but the increase was led by new-unit growth: comparable restaurant sales rose just 2.2% on a transaction comp of 1%

Carvana posted record revenue of $7.376 billion, up 52%, on retail unit sales of 197,325 (up 38%), with revenue outpacing units partly due to a traditional gross revenue treatment management said will no longer affect comparisons after Q3

DoorDash's fiscal Q2 2026 delivered 35.6% GAAP revenue growth even as GAAP profitability compressed: operating income slipped to $156 million from $163 million a year earlier, GAAP EPS fell to $0.46 from $0.65, and net income declined to $200 million from $285 million, as stock-based compensation, acquired-intangible amortization from Deliveroo and heavy investment weighed on reported earnings despite a material adjusted-EBITDA beat and improving unit economics highlighted by management

Deckers opened fiscal 2027 with its first billion-dollar first quarter, as total revenue rose 5.7% to $1.02 billion and diluted EPS reached $0.94 versus $0.93 a year earlier, both ahead of guidance

D.R

Newest quarter — available with Pro

Domino's grew GAAP revenue 4.3% to $1.19 billion and GAAP diluted EPS 6.8% to $4.07, but U.S

Darden closed fiscal 2026 with fourth-quarter total sales of $3.7 billion, up 13.7% year over year, driven by same-restaurant sales growth of 4.6%, net new restaurants, and the benefit of a 14th fiscal week

eBay posted GAAP revenue of $3.13 billion in FY2026-Q2, up 14.80% year-over-year, with gross merchandise volume growing 14% to $22.4 billion as focused categories, C2C and recommerce each grew more than 20% and together crossed 70% of total GMV

Newest quarter — available with Pro

Ford reported a $1.3 billion GAAP net loss, but it was driven entirely by a one-time $3.6 billion special-item charge from the May disposition of the Blue Oval SK battery joint venture; operationally the quarter was strong

GM raised its full-year 2026 guidance for the second time this year, lifting adjusted EPS to $12-$14 and EBIT adjusted to $14 billion-$16 billion, on the back of a strong operating quarter on essentially flat revenue of $48 billion (up $900 million YoY)

GameStop's fiscal 2026 first quarter (the 13 weeks ended May 2, 2026) paired double-digit sales growth with a sharp swing to record operating profitability

Genuine Parts delivered total sales of $6.5 billion in the second quarter, up approximately 6% year over year, with adjusted EPS of $2.15 versus $2.10 a year ago (management-stated +2.5%); GAAP EPS was $1.64, down from $1.83 as roughly $93 million of pre-tax restructuring and separation costs weighed on reported results

Hasbro delivered net revenue of $1.14 billion, up 16% year-over-year, capping a first half in which revenue grew 15% with broad-based momentum across Magic, Hasbro Gaming, and licensed brands

Home Depot delivered in-line Q1 results with total sales up 4.8% to $41.8 billion, though organic comp sales grew just 0.6% as the GMS acquisition drove the bulk of headline growth

Hilton's system-wide RevPAR increased 3.9% year-over-year in the second quarter, with U.S

International Paper's continuing-operations net sales fell 2.25% year over year and the company swung to a GAAP loss from continuing operations of $0.02 per diluted share, as a planned outage schedule at roughly twice normal levels and the Riverdale machine conversion pushed maintenance outage costs to $127 million unfavorable

Newest quarter — available with Pro

Lennar's fiscal Q2 2026 was a down-cycle quarter: revenue declined year over year and GAAP earnings per share dropped to $1.24 (or $1.31 excluding mark-to-market technology losses), as three years of elevated incentives left gross margin at 15.6% and net margin at 6.4%

Lowe's delivered a fourth consecutive quarter of positive comparable sales at +0.6% despite February winter storms that dragged comps down 1.4% in the month, with recovery to +2.1% in March as spring arrived

Lululemon's fiscal Q1 2026 revenue rose 4% (2% in constant currency) to $2.5 billion, but GAAP EPS fell to $1.69 from $2.60 a year earlier as operating margin compressed from 18.5% to 11.2%

Las Vegas Sands posted a weak second quarter, with GAAP revenue of $3.15 billion roughly flat (down 0.66%) year over year and GAAP EPS of $0.53 down 19.7%, as an exceptionally low Macau VIP rolling hold of 1.35% and reduced high-value visitation during the World Cup masked underlying volume strength

Marriott delivered a strong second quarter, with gross fee revenues up 13% to $1.58 billion and adjusted EBITDA up 13% to $1.59 billion, though GAAP total revenue grew a more modest 4.85% and GAAP operating income was roughly flat as a $27 million property-related litigation accrual and lower owned/leased termination fees offset fee growth

Revenue rose 3.74% year over year and GAAP EPS grew 5.73% to $3.32 (adjusted EPS was $3.38, up 5% in constant currency), but the quarter was defined by a U.S

Newest quarter — available with Pro

MGM delivered record second quarter consolidated net revenue, up 1.05% year over year, as Las Vegas Strip resorts posted a second consecutive quarter of revenue growth and regional operations set an all-time same-store quarterly revenue record

Norwegian Cruise Line's fiscal second quarter 2026 revenue rose 4.9% to $2.64 billion on roughly 7% capacity growth, but net yield fell 2.6% and GAAP operating income declined about 14% as pricing softened

Nike's fiscal Q4 revenue fell 1% on a reported basis (down 4% currency neutral), and while reported EPS jumped to $0.72, that figure was lifted by a one-time $986 million IEPAA tariff-recovery benefit; excluding it, EPS was $0.20 and gross margin was 40.2%, down 10 basis points, leaving underlying profitability roughly flat year over year

O'Reilly grew comparable store sales 6% in the second quarter, ahead of its own expectations, with GAAP revenue up 8.11% to $4.89 billion and GAAP EPS up 10.26% to $0.86

Newest quarter — available with Pro

PulteGroup's second quarter financials declined year-over-year, with home sale revenues falling to $3.8 billion from $4.3 billion as closings dropped 8% to 6,997 homes and the average sales price slipped 3% to $544,000

Packaging Corporation of America posted second quarter net sales of $2.5 billion, up from $2.2 billion a year earlier, but GAAP EPS declined to $2.15 as special items and cost inflation weighed on results; excluding special items, EPS was $2.35 versus $2.48 in the prior-year quarter

Royal Caribbean beat its own guidance with total revenue up 6% and net yields up 1.2% (100 basis points above guidance), delivering adjusted EPS of $4.21, $0.33 above the midpoint

In the second quarter of 2026 Rivian began external customer deliveries of R2 and hosted a record 57,000 demo drives, with reservation-to-order conversion on the Launch Edition running meaningfully higher than expected

Newest quarter — available with Pro

Rollins missed its own expectations as total revenue rose 7.9% (5.7% organic), held back by a sharp slowdown in consumer-initiated residential demand where organic growth decelerated to 3.6% and one-time services turned negative

Ross Stores delivered a record-breaking Q1 with 17% comparable store sales growth, the highest in its 40-year history, driven by double-digit customer count gains across all demographics and a transaction-led comp

Starbucks posted its fourth consecutive quarter of positive global comps, with global comps up 7.9% and North America company-operated comps up 8.1%, while GAAP revenue fell 1.41% to $9.3 billion because China retail was deconsolidated into the new Boyu joint venture during the quarter

Revenue grew 1.1% year over year to $8.03 billion while GAAP operating income fell 44% and GAAP EPS came in at $0.17, as roughly $300 million of unrecovered freight inflation compressed margins across all three regions

TJX delivered an outstanding first quarter with 6% comp sales growth well above the 2-3% plan, driven equally by higher basket and increased transactions across all divisions

Newest quarter — available with Pro

Net sales rose approximately 2% to $4.5 billion, but comparable store sales fell about 1.5% as an unusually weak May, driven by peak fuel prices and Southeastern drought, cut roughly 2 percentage points from quarterly comps and pushed results below plan

Tesla's Q2 2026 marked a sharp demand rebound, with GAAP revenue up roughly 25.5% year over year on record Q2 deliveries, the largest order backlog since 2023, and a record 13.5 gigawatt hour of energy storage deployed

Ulta Beauty opened fiscal 2026 with net sales up 11.1% to $3.2 billion and comparable sales up 5.3%, as a 3.7% increase in average ticket and a 1.6% increase in transactions lifted all channels and major categories

Williams-Sonoma delivered 4.8% comp growth with all brands running positive, led by West Elm at +8.5% and the Williams Sonoma brand at +5.0% on top of a 7.3% comp last year

Newest quarter — available with Pro

Yum