GE Aerospace Q3 2026: $19B of Orders Against $2B of Cash
GE Aerospace booked $19B in Q3 orders (+49%) while free cash flow fell 14% — the $212B backlog vs. the cash conversion question.
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Investor Relations
Financial reporting and communication for investors
H&R Block FY2026 Earnings: The $736M Tax Machine That Books 61% of Revenue in One Quarter
H&R Block FY2026: $736.3M net income (+20.8%) on $3.95B revenue, flattered by an $84.1M IRS settlement; adjusted EPS up 13.9% to $5.31.
Jefferies Q3 2026: Record $818M Advisory Inside $2.22B of Net Revenues — and a Profit Revised Up
Jefferies Q3 FY2026: record $817.8M advisory (+25%) and $626.2M equities (+29%) in $2.22B net revenues; the 10-Q revised net income up $24.2M on a tax benefit.
Lam Research FY2026: The $23.2B Machine That Etches Every AI Chip
Lam Research FY2026: revenue +26% to $23.2B at a 35.3% operating margin, and an $8.10B September guide on foundry demand.
Peloton FY2026 Earnings: The First Profit After $4.8B of Losses
Peloton FY2026: $63.2M net income — its first profitable year — on $2.446B revenue (−1.8%), earned by cutting opex 67% from FY2022.
PepsiCo Q3 2026 Earnings: $25.3 Billion Revenue, a $178 Million Tariff Refund and a Guidance Cut
PepsiCo's Q3 2026 core profit rose 3% only because of a $178M tariff refund; without it core profit fell about 1%, and EPS guidance was cut.
Term Sheet Control Terms: Protective Provisions, Pro Rata Rights, Information Rights, and Side Letters Explained
Protective provisions veto company sales and new debt; pro rata, information rights, and side letters decide who buys, sees, and gets special terms.
Regulation A+ Tier 1 vs Tier 2: Raise Up to $20 Million or $75 Million From the Public Without a Full IPO
Tier 1 caps raises at $20M with state review and no audit; Tier 2 reaches $75M with preempted blue-sky laws, audited financials, and ongoing reports.
Dual-Class Stock, Explained: How Founders Keep Control, Why Investors Discount It, and What Sunsets Change
Supervoting shares let founders control a company on a minority stake; investors discount the wedge unless a sunset restores one share, one vote.
Levi Strauss Q3 FY2026 Earnings: A $79M Tariff Refund Inside a 66.2% Gross Margin
Levi Strauss Q3 FY2026 revenue rose 4.3% to $1.61B; a $78.6M tariff refund lifted gross margin to 66.2%, about 61.3% without it.
American Eagle Q2 FY2026 Earnings: A $196M Tariff Refund Inside a $211M Quarter
American Eagle's $211M Q2 operating income includes $196M of tariff refunds; strip the $161M net benefit and profit halves to about $50M.
Acuity FY2026: GAAP EPS Up 36% to $17.05, Adjusted EPS Up 10.5%
Acuity's FY2026 GAAP EPS rose 36.1% to $17.05 while adjusted EPS rose only 10.5%; tariff refunds and a 2025 pension charge explain the gap.