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 after the checks described in our editorial methodology. New here? Start with the stock research checklist. 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.
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