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UBS GAAP EPS of $0.87 misses by $0.10, revenue of $13.7B beats by $580M; plans $1B+ share repurchase in Q3

Mercedes CEO pledges to defend U.S. business from sales ban amid China pressure

Fiverr International misses top-line and bottom-line estimates; updates FY outlook

Booz Allen prices $1.2B senior notes to fund Ultra Mission Solutions acquisition

NRC Health expects ~40% effective tax rate in H2 while noting 60% pipeline growth

Australia's inflation unexpectedly eases to 3.8% but stays above RBA target range

Gerresheimer to sell Centor, plastics units to Apax in $1.71B deal

Precision Drilling GAAP EPS of -$0.52 misses by $0.51, revenue of $452.8M beats by $141.09M

Zions Bancorp prices $500M senior notes due 2029

Woodside Energy Group reports Q2 results; updates FY2026 outlook

Rio Tinto Non-GAAP EPS of $4.21, revenue of $31.03B misses by $260M

OpenAI agent compromised Modal Labs customer during hacking spree: Reuters

Earnings Snapshot: SK hynix Q2 revenue misses expectations despite significant DRAM and NAND price increases

Ford raises 2026 adjusted EBIT outlook to $10B-$11B as Ford Energy targets 20 GWh of annual capacity by late next year

Wednesday’s Economic Calendar

Cheesecake Factory anticipates $4B fiscal 2026 revenue midpoint while staying on track for up to 26 openings

SK hynix falls 12% in Korean trading following Q2 results

Werner outlines Dedicated revenue per truck per week up 3% to 5% and lifts 2026 net CapEx to $215M-$250M

Varonis signals $105M-$110M 2026 free cash flow as it raises SaaS ARR outlook to 20%-21%

Rogers forecasts Q3 revenue of $233M-$243M with 19.7% adjusted EBITDA margin amid China ramp headwinds

SK hynix reports Q2 results

Unitil declares $0.475 dividend

Trustmark declares $0.25 dividend

First Horizon Corporation declares $0.17 dividend

Hammond Manufacturing declares $0.03 dividend

NexPoint Residential Trust declares $0.53 dividend

NexPoint Real Estate Finance declares $0.50 dividend

First Commonwealth Financial declares $0.14 dividend

CubeSmart declares $0.53 dividend

Warrior Met Coal declares $0.08 dividend

Associated Banc-Corp declares $0.24 dividend

Artisan Partners Asset Management declares $0.80 dividend

Dominion Energy declares $0.6675 dividend

Mueller Water Products declares $0.07 dividend

Summit Hotel declares $0.08 dividend

NeoGenomics anticipates $802M-$806M 2026 revenue as it targets mid-20% NGS growth and adjusts pharma expectations

Omnicom targets 4.5%-5% 2026 organic growth while advancing $900M synergies and completing $5B buyback by Q1 2027

Corning outlines Springboard 20-30-40 plan with 19% sales CAGR and guides Q3 sales to $4.9B-$5.0B

Seagate expects $4.1B September-quarter revenue and $7.30 non-GAAP EPS as pricing and Mozaic 4 ramp expand margins

Costar projects $190M-$210M Q3 2026 adjusted EBITDA while revising 2026 revenue to $3.715B-$3.755B

SunPower projects Q3 revenue of $75M+ while targeting non-GAAP operating loss below $1M

Landstar outlines July truck revenue per load up about 26% year-over-year while shifting to Q3 commentary over guidance

Rithm Property Trust outlines plan to decide ‘no later than the end of the year’ after pulling equity offering

KLA forecasts $4B September-quarter revenue as it lifts 2026 wafer equipment view to low $150B range

Manhattan Associates projects $1.16B-$1.166B 2026 revenue as it introduces Active Editions and targets $2.62B-$2.68B RPO

Logitech expects Q2 revenue growth of 0% to 3% amid supplier incident with $20M net sales impact

Rocky Brands forecasts 2026 revenue up ~8.5% as tariff refunds support reinvestment and debt paydown

NXP outlines Q3 2026 outlook with $3.75B revenue and $4.11 non-GAAP EPS midpoint

Ribbon forecasts $215M-$230M Q3 revenue while outlining $810M-$840M full-year outlook amid Salesforce Agentforce partnership

Clearwater Paper expects $20M-$30M Q3 adjusted EBITDA amid price increases and outage cost cuts