Henry Schein raised its outlook. What improved beyond a tariff refund?
Henry Schein raised its adjusted EPS midpoint by 19 cents. Our comparison matches that increase to a tariff benefit while underlying earnings also improve.
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Earnings & Outlook · Page 2
Page 2. Quarterly results, changing forecasts and the operating trends behind company performance.
Mosaic's cash improved. Why are phosphate profits still falling?
An inventory release lifted Mosaic cash flow. Our comparison traces why a cheaper sulfur contract helps cash before phosphate earnings recover.
Primoris's cash recovered. Why did its earnings outlook fall?
Cash recovered as Primoris approved more repurchases. Comparing its forecast tables explains why the adjusted EPS midpoint fell while adjusted EBITDA held steady.
Assurant's catastrophe costs rose. Why did its outlook improve?
Device services are growing, while a consistent reserve comparison shows stronger housing profit. The new forecast also includes a benefit August did not assume.
Booking beat its travel forecast. Why did revenue fall?
Booking recorded a $1 billion FTC accounting hit even as travel bookings beat its forecast. Our comparison traces the revenue bridge and slower Q4 outlook.
Amneal raised its adjusted earnings target. Why did its cash forecast fall?
Amneal raised its earnings forecast but cut operating cash expectations. Our comparison finds a quarterly recovery inside a weak nine-month cash total.
Fiserv's free cash flow nearly halved. Buybacks are coming back.
Fiserv plans $500 million of buybacks after weaker quarterly cash flow. Our statement comparison traces the working-capital swing behind the decline.
Avis kept fewer cars busier. Why did adjusted profit fall?
Avis Budget kept a smaller fleet busier, but adjusted profit fell. Our comparison follows rental days, vehicle costs and the improvement in fleet funding.
The equipment bill behind AdaptHealth's lower cash forecast
AdaptHealth raised its adjusted profit outlook but cut its cash forecast. Our comparison traces the equipment bill and the third-quarter recovery.
Knife River's aggregate margins rose. Its profit forecast fell.
Knife River cut its annual profit forecast despite stronger aggregate margins. Our comparison follows the materials gains into weaker construction results.
The deal bill inside UL Solutions' unchanged margin target
UL Solutions kept its margin target while deal costs rose. Our comparison tracks the retained cost burden, stronger growth and the integration work ahead.
Marzetti's sales fell 2.4%. Why did profit drop 38%?
Marzetti's profit fell much faster than sales. Our comparison traces demand, costs, acquisition expenses and the change from June's margin improvement.
GXO added $195 million in sales. Direct costs rose $207 million.
GXO's faster growth did not lift operating profit. Our comparison tracks the cost increase, lower taxes and property transactions behind the quarterly figures.
LP's siding is growing again. Why hasn't the margin followed?
LP delivered its siding growth promise and raised its annual profit forecast. Our comparison shows the margin pressure and the source of a new spending cut.
The growing hardware bill behind Toast's stronger profit
Toast grew operating profit and cash flow. Our comparison shows how a larger hardware loss used part of the recurring profit gain and what the higher forecast means.
Matador's gas revenue went from negative to $162 million
Matador reversed negative gas revenue, but profit fell from Q2. Our hedge-price comparison explains the gap as completed acquisitions expand the business.
IPG Photonics' margin recovery looks different without tariff refunds
IPG Photonics grew sales and profits. Our calculation shows why tariff refunds change the margin comparison as a cash-funded acquisition approaches.
Why Fortune Brands' adjusted EPS rose as operating profit fell
Fortune Brands grew adjusted EPS while operating profit declined. Our comparison tracks the tax and tariff support, lower annual forecast and changed cash assumptions.