Company research grounded in filings.
Each published analysis brings together a company-specific explanation, comparable financial evidence, links to the SEC filings, and the limits of what the evidence establishes. Publications enter this library only after editorial review. For a focused question about one filing, see Insights.
- AAPL · Apple Inc.
Apple: iPhone and Services in the latest reported quarter
iPhone and Services both grew in the comparable quarter, while iPad declined.
Latest filing analyzed: 10-Q, filed 2026-07-31. Research updated 2026-09-18.
Read the research → - MSFT · Microsoft Corporation
Microsoft FY2026: cloud growth and the cost of delivering it
Intelligent Cloud grew rapidly in FY2026, while its delivery costs rose faster than revenue.
Latest filing analyzed: 10-K, filed 2026-07-29. Research updated 2026-09-18.
Read the research → - AMZN · Amazon.com, Inc.
Amazon Q2 2026: AWS profit and an unusual investment gain
AWS provided most segment operating income; a large investment remeasurement also inflated reported net income.
Latest filing analyzed: 10-Q, filed 2026-07-31. Research updated 2026-09-18.
Read the research → - NVDA · NVIDIA Corporation
NVIDIA Q2 FY2027: data-center concentration and capacity exposure
Data Center accounted for more than nine-tenths of quarterly revenue, alongside expanded supply and capacity commitments.
Latest filing analyzed: 10-Q, filed 2026-08-26. Research updated 2026-09-18.
Read the research → - GOOGL · Alphabet Inc.
Alphabet Q2 2026: cloud scale within an advertising-led business
Google Cloud expanded quickly, while Google Services still supplied most revenue and operating income.
Latest filing analyzed: 10-Q, filed 2026-07-23. Research updated 2026-09-18.
Read the research → - JPM · JPMorgan Chase & Co.
JPMorgan Q2 2026: bank revenue and a Visa-related gain
Net interest income and business-line revenue grew, while a Visa-related gain complicates the headline comparison.
Latest filing analyzed: 10-Q, filed 2026-08-06. Research updated 2026-09-18.
Read the research → - WMT · Walmart Inc.
Walmart Q2 FY2027: U.S., international and club sales
International and Sam's Club sales grew faster than Walmart U.S.; segment profit also moved differently.
Latest filing analyzed: 10-Q, filed 2026-08-28. Research updated 2026-09-18.
Read the research → - CAT · Caterpillar Inc.
Caterpillar Q2 2026: construction, power and resource demand
Construction led the external-sales increase, while Power & Energy and Resource Industries also expanded.
Latest filing analyzed: 10-Q, filed 2026-08-05. Research updated 2026-09-18.
Read the research → - KO · The Coca-Cola Company
Coca-Cola Q2 2026: concentrate, bottling and regional mix
Concentrate operations supplied most reported revenue; Latin America grew faster than North America in reported dollars.
Latest filing analyzed: 10-Q, filed 2026-07-29. Research updated 2026-09-18.
Read the research →
Looking for another ticker? Use the interactive SEC filing research tool. Its generated reports are separate from these curated publications.