Browsing Tag
North America
85 posts
Cognizant Q1 2026 results show AI margin push as CTSH faces demand pressure
Cognizant has AI momentum, but demand is softening. Project Leap may decide whether bookings convert into durable margin expansion.
Haleon (HLN) Q1 2026 results: Can Sensodyne and parodontax offset weak cold and flu demand?
Haleon’s cold and flu drag is testing growth. Sensodyne, parodontax and margin discipline may decide whether HLN can regain momentum.
SLB Q1 2026 revenue rises 3% as ChampionX offsets international slowdown
SLB’s revenue grew, but margins cracked under Middle East disruption. ChampionX and AI now carry more of the recovery story.
Procter & Gamble (NYSE: PG) beats Q3 estimates on beauty momentum but Andre Schulten flags billion-dollar oil headwind for fiscal 2027
Procter & Gamble beat Q3 estimates, but a $1 billion fiscal 2027 oil warning is the harder question for investors banking on a clean earnings reset.
WH Smith PLC (SMWH) suspends dividend as Middle East conflict clouds summer outlook and profit slumps to £3m in H1 2026
WH Smith PLC (SMWH) H1 2026: Revenue rises 5% to £748m but profit slumps to £3m, dividend suspended. Full-year outlook cautious. Read our analysis.
Halliburton (NYSE: HAL) beats Q1 2026 earnings estimates by 10% as Latin America surge offsets Middle East conflict drag
Halliburton (NYSE: HAL) beat Q1 2026 EPS estimates by 10%, posting $461M net income. Latin America up 22%, Middle East down 13%. Read the full analysis.
Korean battery makers pivot to grid storage as US BEV sales collapse
LG Energy Solution, Samsung SDI and SK On are converting US EV battery plants to grid storage as the American BEV market contracts sharply after federal tax credits expired.
MAHLE says 2025 turnaround is holding as margins improve despite weaker auto demand
MAHLE improved adjusted EBIT and cut net debt in 2025 despite weak demand and tariffs. Read how its restructuring may reshape the supplier story.
Vertiv Holdings Co. acquires BMarko Structures as AI infrastructure lead times become a strategic battleground
Find out how Vertiv Holdings Co.’s BMarko deal could sharpen AI data center execution and strengthen its infrastructure edge. Read the full analysis.
Atomos (ASX: AMS) bets on new product cycle and NAB Show 2026 to lock in its turnaround
Atomos (ASX: AMS) returned to profit in H1 FY2026 with 28% revenue growth. Here is the retail investor roadmap for the next phase of its turnaround.