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Hudson Labs

Co-Analyst Research

Research Notes & Thematic Analysis

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

FedEx Corporation (FDX) — Q4 FY2026 Earnings Preview
Earnings Preview$FDX

FedEx Corporation (FDX) — Q4 FY2026 Earnings Preview

FedEx (FDX) Q4 2026 earnings preview covers raised guidance, $24B revenue consensus, and margin expansion focus.

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Foreign Companies with Potentially Illegal Businesses
Risk & Red FlagsFINVUXINLULXResearch

Foreign Companies with Potentially Illegal Businesses

FinVolution, Uxin, and others face explicit illegal business risks in 2026 20-F filings. See which foreign issuers are exposed and why.

Kris Bennatti·
Goldman Sachs Group Inc. (GS) — Q2 2026 Earnings Preview
Earnings Preview$GS

Goldman Sachs Group Inc. (GS) — Q2 2026 Earnings Preview

Goldman Sachs Q2 2026 earnings preview: consensus revenue $15.8B, net income $4.2B, and segment highlights for GS.

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Johnson & Johnson (JNJ) — Q2 2026 Earnings Preview
Earnings Preview$JNJ

Johnson & Johnson (JNJ) — Q2 2026 Earnings Preview

Johnson & Johnson (JNJ) Q2 2026 earnings preview highlights $25B revenue consensus and focus on new product launches and margin improvement.

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JPMorgan Chase & Co. (JPM) — Q2 2026 Earnings Preview
Earnings Preview$JPM

JPMorgan Chase & Co. (JPM) — Q2 2026 Earnings Preview

JPMorgan Chase Q2 2026 earnings preview: consensus revenue $48.6B, net income $14.9B, and key business trends to watch.

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Merck (MRK): Equity Initiation Report — Outperform on Pipeline Depth and M&A-Driven Diversification Ahead of Keytruda LOE
Company ResearchResearch$MRK

Merck (MRK): Equity Initiation Report — Outperform on Pipeline Depth and M&A-Driven Diversification Ahead of Keytruda LOE

Merck (MRK) 2026 stock analysis highlights $16.3B Q1 revenue, pipeline depth, and M&A-driven diversification.

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Morgan Stanley (MS) — Q2 2026 Earnings Preview
Earnings Preview$MS

Morgan Stanley (MS) — Q2 2026 Earnings Preview

Morgan Stanley (MS) Q2 2026 earnings preview highlights consensus revenue of $19.1B and EPS of $2.77, with focus on Wealth Management and Institutional Securities.

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PepsiCo, Inc. (PEP) — Q2 2026 Earnings Preview
Earnings Preview$PEP

PepsiCo, Inc. (PEP) — Q2 2026 Earnings Preview

PepsiCo (PEP) Q2 2026 earnings preview: consensus revenue $23.98B, EPS $2.17. Key growth drivers and margin outlook discussed.

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Technology Sector Q1 Earnings Primer: Key Themes, Outlooks, and Risks
TechResearch

Technology Sector Q1 Earnings Primer: Key Themes, Outlooks, and Risks

AI infrastructure drives 2026 tech sector growth, with Cisco, Dell, and Microsoft reporting record AI-related revenues and orders.

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