Operating profit at Acuity grew 3.9× as fast as its sales
ACUITY · Revenue FY2026 USD 4.6bn
Acuity grew revenue 6.8% to USD 4.6bn in FY2026, while operating profit rose 26.6% to USD 714m.
In brief
Two paragraphs about one company, the numbers first. When readers want more, Conrad writes the full article.
RingCentral's operating profit is growing far faster than its sales
RingCentral · Revenue Q3 2026 USD 676m
RingCentral's revenue rose 5.9% to USD 676m in Q3 2026, but operating profit rose 74.9% to USD 53.9m.
Quest Diagnostics turned a bigger quarter into a much bigger cash pile
Quest Diagnostics · Cash Q3 2026 USD 797m
Cash at Quest Diagnostics rose 84.5% year on year to USD 797m in Q3 2026, while revenue grew 10.0%.
Integra LifeSciences still earns less from operations than it pays in interest
INTEGRA · Operating profit Q3 2026 USD 18.9m
Operating profit at Integra LifeSciences covered its interest costs only 0.82× in Q3 2026, although operating profit rose 60.7% year on year.
Mannatech is profitable again, but still owes more than it owns
MANNATECH · Operating profit Q2 2026 USD 998k
Mannatech returned to a net profit of USD 1.0m in the second quarter of 2026, yet its equity stood at USD -5.0m.
Roper's profit jump came from below the operating line
ROPER TECHNOLOGIES · Revenue Q2 2026 USD 2.1bn
Roper Technologies' net profit rose 208.9% to USD 1.2bn in Q2 2026, while its operating profit rose only 6.6%.
Steel Dynamics turned higher sales into far higher operating profit
Steel Dynamics · Revenue Q3 2026 USD 6.5bn
Steel Dynamics lifted operating profit 98.2% to USD 1.0bn in Q3 2026, on revenue of USD 6.5bn.
GrafTech now owes more than it owns
GRAFTECH · Revenue Q3 2026 USD 140m
GrafTech International ended Q3 2026 with equity of USD -388m, against USD -194m a year earlier, after a quarterly net loss of USD 46.8m.
Union Carbide sold more in Q3 2026, yet kept less profit
UNION CARBIDE · Revenue Q3 2026 USD 1.5bn
Union Carbide's revenue rose 38.4% to USD 1.5bn in Q3 2026, but net profit fell 54.5% to USD 356m.
Suppliers to JABIL INC now wait 49 days longer to be paid
JABIL · Revenue, change FY2026 vs FY2025 +20.6%
JABIL INC owed suppliers USD 14.4bn at the end of FY2026, which is 147 days of payables, up from 97 days a year earlier.
Applied Industrial Technologies now funds 61.9% of its assets with equity
APPLIED · Revenue, change FY2026 vs FY2025 +8.8%
Applied Industrial Technologies ended the fiscal year to June 2026 with an equity ratio of 61.9%, up 3.8 pp from a year earlier.
American Express announces job cuts after net profit rose to USD 3.7bn
American Express · Revenue Q3 2026 USD 11.2bn
American Express earned USD 3.7bn in net profit in Q3 2026, 27.9% more than a year earlier, on revenue of USD 11.2bn.
Texas Instruments kept far more of each sales dollar in Q3 2026
TEXAS INSTRUMENTS · Revenue Q3 2026 USD 6.1bn
Texas Instruments grew revenue 27.7% to USD 6.1bn in Q3 2026, and net profit rose 77.8% to USD 2.4bn.
Omnicom's much bigger quarter also came with a better margin
Omnicom Group · Revenue Q3 2026 USD 6.4bn
Omnicom Group's revenue rose 59.1% to USD 6.4bn in Q3 2026, and EBITDA rose 96.1% to USD 1.2bn.
Moody's net profit rose, yet its cash and equity shrank
MOODY’S · Revenue Q3 2026 USD 2.0bn
Moody's net profit rose 13.6% to USD 734m in Q3 2026, while its cash fell 30.6% to USD 1.5bn.
Lenders to Prima omsorg i Norden now have a very thin equity buffer
Prima · Revenue, change FY2026 vs FY2025 +73.8%
Equity at Prima omsorg i Norden fell 47.7% to SEK 135k in FY2026, even though the company's loss narrowed.
Why is eBay cutting jobs after a quarter in which profit jumped?
eBay · Revenue Q2 2026 USD 3.1bn
eBay's net profit rose 51.1% to USD 550m in the second quarter of 2026, on revenue that grew 14.8%.
Can Getty Realty hold an operating margin of 61.7%?
GETTY REALTY · Revenue Q3 2026 USD 63.0m
Getty Realty's revenue rose 13.3% to USD 63.0m in Q3 2026, and operating profit reached USD 38.9m.
Cash at Comfort Systems USA reached USD 2.2bn in Q3 2026
COMFORT SYSTEMS USA · Revenue Q3 2026 USD 3.8bn
Comfort Systems USA grew revenue 53.7% to USD 3.8bn in Q3 2026, and its cash rose to USD 2.2bn from USD 861m.
Why did PulteGroup's profit fall 18.8% to USD 476m?
PULTEGROUP · Revenue Q3 2026 USD 4.0bn
PulteGroup earned USD 476m in the third quarter of 2026, 18.8% less than a year earlier, on revenue that fell 9.8%.