Co-Analyst Research

Research Notes & Thematic Analysis

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

General Dynamics Q2 2026 Earnings Preview: GD Revenue, EPS Preview

General Dynamics Q2 2026 earnings preview: $13.5B revenue expected, strong backlog and raised guidance highlight continued growth.

GSK (GSK) Q2 2026 earnings preview highlights $11.1B consensus revenue and strong Specialty and HIV growth. Read the full outlook and key factors.

KLA (KLAC) Q4 2026 earnings preview: double-digit revenue growth expected, with focus on advanced packaging and margin trends.

Lam Research (LRCX) projects strong Q4 2026 earnings with $6.60B revenue guidance and robust margin outlook. Key growth drivers analyzed.

Linde (LIN) Q2 2026 earnings preview covers EPS guidance, revenue growth, margin expansion, and helium business updates.

Mondelez (MDLZ) hiked chocolate prices 30% in 2026, impacting volume and market share. Full analysis includes MOH and KHC.

Mastercard Q2 2026 earnings preview: consensus revenue $9.1B, key factors include VAS growth and cross-border trends.

Microsoft Q4 2026 earnings preview: consensus revenue $87.7B, Azure growth +39%, and AI business momentum. Key factors and guidance inside.

Procter & Gamble (PG) Q4 2026 earnings preview: analysts expect $21.4B revenue and EPS of $1.41. See key drivers and guidance updates.