Jul 16, 2026
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UnitedHealth Group advanced 4.9% to $443.0 after the health insurance company reported better-than-expected results in the second quarter.
Total revenues increased to $112 billion from $111.6 billion, net earnings jumped to $5.7 billion from $3.6 billion, and diluted earnings per share increased to $6.04 from $3.74 a year ago.
UnitedHealth's medical cost ratio was 86.7% compared to 89.4% a year ago as the company struggled to contain costs.
The healthcare company revised upward its full-year 2026 adjusted earnings per share between $19.50 and $20.00 and diluted earnings per share between $18.45 and $18.95. -
Taiwan Semiconductor decreased 4.6% to $400.24 after the company reported a sharp rise in revenue and earnings in the second quarter.
Net sales increased 36% to NT 1.27 trillion from NT 933.8 billion, net income soared 77.4% to NT 706.5 billion from NT 398.3 billion, and diluted earnings per share advanced to NT 27.25 from NT 15.36 a year ago.
In U.S. dollars, second quarter revenue increased 33.7% to $40.20 billion, and revenue advanced 12% from the first quarter.
Gross margin for the quarter was 67.7%, operating margin was 60.3%, and net profit margin was 55.6%.
The company estimated third quarter revenue to range between $44.6 billion and $45.8 billion, gross margin to range between 65% and 67%, and operating profit margin to be between 56% and 58%.
The company reported record quarterly revenue and a fifth consecutive quarter of profit.
The company revised higher its full-year 2026 capital expenditure estimate from the high-end of the $52 billion to $56 billion range to a new range between $60 billion and $64 billion, indicating continued demand from core customers.
Simultaneously, the company announced its plans for an additional investment of $100 billion in Arizona, deepening its investment in the U.S.
The stock declined in New York's trading because investors worried that higher capital expenditure generally flags weaker cash flow in the near term and delays return on investment. -
J.B. Hunt Transport Services soared 9.4% to $302.26 after the company released its second-quarter results.
Total operating revenue increased to $3.5 billion from $2.9 billion, net income advanced to $181.0 million from $128.6 million, and diluted earnings per share rose to $1.91 from $1.31 a year ago.
Fuel surcharge revenue soared to $641.5 million from $351.8 million, and fuel and fuel taxes cost jumped to $235.2 million from $135.7 million a year.
In other words, the company passed on more than a 200% fuel price increase to customers, which supported the surge in income in the current quarter. -
United Airlines decreased 1.4% to $118.0 despite the international carrier reporting better-than-expected results in the second quarter. The airline's softer-than-estimated outlook dampened investor sentiment.
Total operating revenue increased 16% to $17.7 billion from $15.2 billion, net income decreased 17.3% to $805 million from $973 million, and diluted earnings per share fell to $2.46 from $2.97 a year ago.
Fuel costs in the quarter jumped 84% to $5.1 billion from $2.8 billion, and the company passed on approximately half to customers.
In the third quarter, United anticipates recovering between 80% and 90% of the increase in fuel costs and 100% by the fourth quarter.
The company guided adjusted diluted earnings per share to range between $2.50 and $3.50 in the third quarter and between $9.00 and $11.00 for the full year 2026. -
Morgan Stanley increased 1.5% to $231.15 after the financial service company reported record revenue and profit in the second quarter.
Net revenue in the second quarter increased to $21.4 billion from $16.8 billion, net income jumped to $5.6 billion from $3.5 billion, and diluted earnings per share increased to $3.46 from $2.13 a year ago.
Resurgent markets in the second quarter contributed to the rise in trading revenue in the fixed-income and equities divisions.
The institutional securities group's revenue rose to a record $11.0 billion from $7.6 billion, and the wealth management group's revenue rose to a record of $8.9 billion from $7.8 billion a year ago.
Return on equity jumped to 20.7% from 13.9%, and tangible book value per share rose to $53.18 from $47.25 a year ago. -
Pentair PLC plunged 23% to $58.50 after the water treatment equipment maker estimated weaker-than-expected results in the second quarter.
The company guided revenue of $930 billion and adjusted earnings per share of $1.12, sharply lower than analysts' estimates available on FactSet of $1.14 billion and $1.48, respectively. -
ASML Holding NV increased 3.3% to $1,835.01 after the advanced semiconductor equipment maker raised its sales outlook for the second time this year.
Total net sales in the second quarter surged to €9.3 billion from €8.8 billion, net income edged up to €2.9 billion from €2.7 billion, and diluted earnings per share advanced to €7.59 from €7.15 a year ago.
The Dutch equipment maker revised the 2026 sales outlook range to between €43 billion and €45 billion, from the previous estimated range between €36 billion and €40 billion.
ASML also lifted its gross margin range to between 54% and 56% from the previous range between 51% and 53%.
The company said it is planning to increase its production capacity by 30% in 2027 and 2028, meeting higher demand from the makers of advanced logic and memory chips.
The company announced an interim dividend of €1.88 on August 5 and, in the second quarter, repurchased €1.1 billion of its shares under the current buyback program, which is ending in 2028. -
Goldman Sachs Group jumped 1.4% to $1,060.0 after the financial service provider reported better-than-expected results in the second quarter.
Total net revenue increased 39% to $20.4 billion from $14.6 billion, net income advanced 84% to $6.4 billion from $3.5 billion, and diluted earnings per share soared 92% to $20.98 from $10.91 a year ago.
The annualized return on average common shareholders' equity was 23.5% for the second quarter of 2026 and 21.7% for the first half of 2026.
Book value per common share increased by 1.8% during the second quarter of 2026 and by 2.8% during the first half of 2026 to $367.67. -
JPMorgan Chase decreased 2.6% to $326.0 despite the New York-based bank reporting better-than-expected second quarter results.
Revenue increased 15% to $57.4 billion from $44.9 billion, net income advanced 28% to $21.2 billion from $15.0 billion, and diluted earnings per share rose to $7.70 from $5.24 a year ago.
“Performance was strong across the firm, and revenue in each line of business hit a new record," said Chairman and CEO Jamie Dimon in a statement released to investors.
Average deposits increased 7%, average loans rose 10%, and debit and credit card sales volume advanced 10% from a year ago, respectively.
In the quarter, the bank booked $4.6 billion of net gains related to Visa shares, or $1.27 per share, and $1.0 billion of gains on certain equity investments, or 29 cents per share. -
Wells Fargo decreased 1.6% to $86.27 despite the bank reporting strong results in the second quarter.
Total revenue increased 9% to $22.6 billion from $20.8 billion, net income advanced 16% to $6.4 billion from $5.5 billion, and diluted earnings per share rose to $2.0 from $1.60 a year ago.
Net interest income rose 5% and non-interest income advanced 13%, driving the total revenue higher by 9%.
Average loans increased to $1.03 trillion from $916.7 billion, average deposits advanced to $1.46 trillion from $1.33 trillion, and return on equity jumped to 15.0% from 12.8% a year ago. -
Bank of America edged down 0.5% to $59.20 after the company reported better-than-expected second quarter results.
Total revenue increased 15.3% to $31.6 billion from $27.4 billion, net income advanced 26.4% to $9.1 billion from $7.2 billion, and diluted earnings per share rose to $1.21 from 90 cents a year ago.
Higher interest rates supported the 9% jump in net interest income to $16.0 billion, and provision for credit losses decreased to $1.4 billion from $1.6 billion in the period a year ago.
The company returned $8.0 billion to shareholders, including $2.0 billion in dividends and $6.0 billion in common stock repurchases.
Jul 15, 2026
Jul 14, 2026