AI's next winners may emerge from an overlooked part of the market. See how three software companies are turning proprietary expertise into a potentially powerful growth engine.
Oshkosh (NYSE:OSK) reported second-quarter 2026 sales of $2.9 billion, up 6.7% from a year earlier, while adjusted earnings per share totaled $2.87. The company raised its outlook for Access segment revenue but reduced its full-year adjusted EPS expectation to about $11, citing a more gradual-than-e
Kilroy Realty (NYSE:KRC) reported second-quarter funds from operations of $0.92 per diluted share and said leasing conditions continued to improve across its West Coast office and life science markets, supported by stronger tenant demand, reduced high-quality space availability and expanding renewal
Noble (NYSE:NE) reported second-quarter 2026 adjusted EBITDA of $212 million on contract drilling services revenue of $679 million, as operational suspensions involving two rigs in Brazil weighed on results and prompted the offshore driller to lower its full-year outlook.
Adjusted EBITDA margin was
Bank of N.T. Butterfield & Son (NYSE:NTB) reported second-quarter 2026 net income of $46.9 million and core net income of $63.9 million, as the offshore banking and wealth management company cited growth in interest-earning assets, stable margins and continued progress on acquisitions.
Core ear
Nucor (NYSE:NUE) reported stronger second-quarter earnings as record steel mill shipments, higher selling prices and improved performance across all three operating segments lifted results above the midpoint of the company’s guidance range.
The steelmaker generated net earnings of $1.2 billion, or
Invesco (NYSE:IVZ) reported record second-quarter net long-term inflows and higher profitability as demand for ETFs, fixed income, separately managed accounts and private-market strategies helped push assets under management to $2.5 trillion.
President and CEO Andrew Schlossberg said the firm gener
CocaCola (NYSE:KO) reported second-quarter results that management said reflected broad-based global momentum, with unit case volume rising 5%, organic revenue increasing 6%, and comparable earnings per share growing 11% to $0.97.
Chief Executive Officer Henrique Braun said the quarter benefited fr
Illinois Tool Works (NYSE:ITW) reported record second-quarter operating income as growth accelerated in several capital-expenditure-related businesses, prompting the company to raise its full-year organic growth and earnings outlook.
Chief Executive Officer Chris O'Herlihy said the company generate
IQVIA (NYSE:IQV) reported second-quarter results that exceeded the high end of its guidance, supported by accelerating organic revenue growth, higher R&D Solutions bookings and operational productivity gains. The company also raised its full-year outlook for revenue, adjusted EBITDA and adjusted dil
Ecolab (NYSE:ECL) reported second-quarter 2026 adjusted earnings-per-share growth of 11%, supported by 5% organic sales growth, stable organic gross margin and productivity gains, Chairman and Chief Executive Officer Christophe Beck said on the company’s earnings call.
The company said pricing stre
ArcBest, Kulicke & Soffa, and Cohu shares have surged 70% or more in 2026; here's how freight recovery, AI packaging, and chip testing trends could sustain their rallies.
Hasbro topped Q2 2026 estimates with 16% revenue growth and raised full-year guidance, driven by record Magic: The Gathering sales, prompting analysts to see further upside for the stock.
Hubbell (NYSE:HUBB) reported second-quarter 2026 results marked by double-digit sales, adjusted operating profit and adjusted earnings-per-share growth, citing demand in utility transmission and distribution markets as well as data centers. The company also raised its full-year outlook following the
