Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Booking Holdings Q2 2026 Earnings Preview: BKNG Results Preview

Booking Holdings (BKNG) Q2 2026 earnings preview: guidance, consensus, and key growth drivers including U.S. and alternative accommodations.

ConocoPhillips Q2 2026 earnings preview: consensus sees $19.4B revenue and $2.82 EPS, with strong YoY growth and updated production guidance.

CVS Health Q2 2026 earnings preview: raised EPS guidance, $100B revenue consensus, and margin recovery in Health Care Benefits.

Eli Lilly (LLY) Q2 2026 earnings preview: consensus expects $20.5B revenue and $7.74 EPS. Key focus on Foundayo launch and Mounjaro performance.

Howmet Aerospace (HWM) Q2 2026 earnings preview: revenue and EPS expected to surge, with focus on organic growth and margin expansion.

McDonald's Q2 2026 earnings preview: analysts expect $7.16B revenue and $3.35 EPS. Key focus on comp sales and margin improvement.

Merck (MRK) Q2 2026 earnings preview highlights $16.4B revenue estimate, new product launches, and updated guidance.

Petrobras (PBR) Q2 2026 earnings preview highlights strong revenue and EPS growth, record oil production, and updated dividend policy.

Sandisk (SNDK) expects record Q4 2026 earnings with revenue up over 300% YoY. Key focus: new business model contracts and margin gains.