Loews's $125 million insurance charge explains only part of its profit drop
Loews reported a $125 million long-term-care reserve hit. Comparing CNA’s contribution and underwriting results shows why the decline goes beyond that charge.
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Earnings & Outlook · Page 5
Page 5. Quarterly results, changing forecasts and the operating trends behind company performance.
Fox's TV profit overtakes cable in a World Cup quarter
Fox television profit overtook cable as World Cup, political and Tubi advertising surged. A segment comparison shows where the earnings increase came from.
Marriott's cards added more franchise fees than hotel growth did
Marriott beat its August hotel growth outlook. Co-branded credit cards added more franchise fee growth than higher room revenue and new rooms combined.
IDEXX's higher earnings forecast comes with a lower margin target
IDEXX raised its annual EPS forecast but lowered its operating margin target. A comparison of sales, tax, interest and acquisition assumptions explains the split.
Estée Lauder's profit upgrade gets a lift from an old investment
Estée Lauder raised its annual outlook. Comparing the old and new forecasts shows how business recovery and a Forest Essentials accounting gain contribute.
Acadia cuts its profit forecast while new rent waits for store openings
Acadia cut its GAAP profit forecast but held adjusted FFO guidance. Signed rent waiting for store openings has more than doubled since March.
Napco's settlement lifts earnings as cash flow slumps
Napco paid $15 million and recognized a $1 million settlement benefit. Its service growth, hardware decline and cash flow tell different parts of the quarter.
Earnings & Outlook · LITE · MRVL
Lumentum's sales boom was expected. Its margins delivered more.
Lumentum's sales stayed inside its forecast, but adjusted profit margins exceeded the plan as Marvell announced a proposed $115 billion stock deal.
Choice's hotels are busier. Why is its profit forecast falling?
Choice Hotels raised its room-revenue outlook while cutting its reported profit forecast. Our comparison finds a $35.1 million increase in an expected spending shortfall.
FMC's sales fell 80%. A pricing reset explains only part of it.
FMC's pricing reset explains much of an 80% sales drop. Weaker demand and a lower cash forecast show why the problem runs deeper.
Crocs' HEYDUDE beat the forecast. Retailers made the difference.
HEYDUDE beat Crocs' sales forecast as retailers bought more, while direct sales barely grew. The channel reversal changes how to judge the recovery.
CNO's earnings are outpacing life and health policy sales
CNO raised its earnings forecast as life and health sales growth slowed. Investment returns and changed insurance assumptions explain the gap.
TechnipFMC expects $14.5 billion in orders. Its backlog just shrank.
TechnipFMC raised its cash-flow forecast as subsea profit improved. Its shrinking backlog puts the focus on $14.5 billion of orders expected over five quarters.
Tenet's profit surge got help from a contract winding down
Tenet raised its annual outlook, but a $147 million benefit from ending a billing contract explains a large part of its quarterly adjusted-profit increase.
Why Harley-Davidson is shipping fewer bikes as riders buy more
Harley-Davidson's dealers sold more motorcycles while factory shipments fell. Lower inventory explains the gap, as the group raises targets and LiveWire faces a funding problem.
Why MasTec kept its pipeline crews through costly delays
MasTec retained experienced pipeline crews during permit delays. Work is now ramping up, while lower utilization and deferred telecom spending weigh on margins.
Vans' direct sales are growing again. Can VF bring retailers along?
Vans' global direct sales grew for the first time in nearly five years, VF says. Total brand sales still fell, leaving wholesale recovery as the next test.
Chili's is raising prices and still drawing more diners
Chili's traffic grew again after last year's surge, even as menu prices rose. Brinker raised its fiscal 2027 outlook, while Maggiano's remained under pressure.