MATERIAL EVENT TRACKER
Earnings Results: Recent Company Events and Source Evidence
Monitor earnings results across companies using primary filings and management commentary rather than headline-only summaries.
Foreign research
Not for redistribution without written consent of Morgan Stanley M Update August 21, 2026 02:20 AM GMT Morgan Stanley Asia Limited+ 3SBio | Asia Pacific Alexis Yan, CFA Equity Analyst 1H26 Sales In-line, Adj. NP Above; Next Catalyst PD-1/ VEGF Update at ESMO …
Model Update Post F1Q27 Results2026-08-21 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 21, 2026 02:05 AM GMT Morgan Stanley India Company Private Limited+ Niva Bupa Health Insurance | Asia Pacific Subramanian Iyer Equity Analyst Model Update Post F1Q27 Results …
1H26/FY26 Results Preview2026-08-21 · Morgan Stanley1H26: Higher Earnings, Higher Dividend, But Higher Credit Costs2026-08-21 · Morgan StanleyQuick Take – DE 3Q26: beat & raise on better performance & tariff refunds; EOP commentary to take the stage2026-08-20 · Bernstein20 August 2026 Chad Dillard U.S. Machinery Deere & Co Miguel Marques, CFA Rating Market-Perform Specialist Sales Price Target Steve Song DE 580.00 USD Quick Take — DE 3Q26: beat & raise on better performance & tariff refunds; EOP commentary to take the stage …
AMEC 2Q26: Accelerating order growth, resilient supply chain2026-08-20 · Bernstein20 August 2026 Qingyuan Lin, Ph.D. China Semiconductors Advanced Micro-Fabrication Equipment Inc China Kai Zhang Rating Outperform Francis Ma Price Target 688012.CH 660.00 CNY AMEC 2Q26: Accelerating order growth, resilient supply chain …
Quick Take: CSPC 2Q26 a solid beat on sales and licensing; mRNA strategy under the spotlight2026-08-20 · Bernstein20 August 2026 Rebecca Liang, Ph.D. China Pharma and Biotech CSPC Pharmaceutical Group Ltd Ellie Li Rating Market-Perform Price Target 1093.HK 10.70 HKD Quick Take: CSPC 2Q26 a solid beat on sales and licensing; mRNA strategy under the spotlight …
China Semiconductors Piotech Inc: Piotech 2Q26: Revenue beat, profitability improving2026-08-20 · Bernstein20 August 2026 Qingyuan Lin, Ph.D. China Semiconductors Piotech Inc Kai Zhang Rating Outperform Francis Ma Price Target 688072.CH 1,200.00 CNY Piotech 2Q26: Revenue beat, profitability improving …
Quick Take: Dino H1-26 - Deflation impact as bad as expected2026-08-20 · Bernstein20 August 2026 Richard Trainor European Food Retail Dino Polska SA William Woods Rating Underperform Alice Buckley Price Target DNP.PW 25.00 PLN Rhea Gudiwala Quick Take: Dino H1-26 - Deflation impact as bad as expected …
Quick Take: CTS Eventim 2Q marked by moving parts and a reiterated outlook, for now2026-08-20 · Bernstein20 August 2026 Annick Maas European Media CTS Eventim Christophe Cherblanc Rating Outperform Price Target EVD.GR 94.00 EUR Quick Take: CTS Eventim 2Q marked by moving parts and a reiterated outlook, for now …
2Q26 Missed; Dragged down by lower gypsum board sales: Beijing New Building Materials | Asia Pacific2026-08-20 · Morgan StanleyFirst take FY26 results – outlook remains challenging2026-08-20 · Morgan Stanley1H26 Results Call Takeaways2026-08-20 · Morgan StanleyPop Mart (9992.HK): 1H26 Miss on Overseas Pressure2026-08-20 · CitiKingsoft (3888.HK): 2Q26 Strong Print; Navigating NT Pressure While LT Vision Intact; Buy2026-08-20 · CitiCMOC (603993.SS/3993.HK): Key Takeaways from 1H26 Results Presentation and Model Update; Maintain Buy2026-08-20 · Citi2Q26 Results in Line with Prelims; Strong New Orders; Continued Margin Expansion2026-08-20 · Morgan StanleyPrimary-source evidence
On August 20, 2026, Vale announced that 19 additional eligible municipalities joined the Definitive Agreement for compensation and reparation of damages from the Fundão dam collapse, bringing the total to 45 out of 49 eligible municipalities.…
10-K2026-08-19 · SEC EDGAR · 10-KEstee Lauder reported fiscal 2026 net sales of $15,049 million, up 5% from $14,326 million, and net earnings of $182 million, a turnaround from a net loss of $1,133 million in fiscal 2025. Operating margin improved to 5.2% from -5.5%.…
20-F2026-08-18 · SEC EDGAR · 20-FDiageo's FY2026 20-F reports organic net sales growth of 0.4% and organic operating profit growth of 2.0%, but reported operating profit declined 27.2% due to impairments (Türkiye, Don Papa) and restructuring charges.…
6-K2026-08-18 · SEC EDGAR · 6-KAmer Sports, Inc. filed a Form 6-K on August 18, 2026, announcing its financial results for the second quarter ended June 30, 2026. The report includes a press release as Exhibit 99.1 but does not disclose specific financial figures.…
10-K2026-08-17 · SEC EDGAR · 10-KSanDisk reported fiscal 2026 (ended July 3, 2026) net revenue of $20.248 billion, up from $7.355 billion in 2025, with gross margin expanding to 71.5% from 30.1% and operating income of $12.389 billion.…
10-K2026-08-14 · SEC EDGAR · 10-KAmcor reported FY2026 net sales of $23,506 million, up 57% YoY, driven by the Berry merger. Net income attributable to Amcor was $1,106 million, up 116%. Adjusted EBIT was $2,813 million.…
10-Q2026-08-14 · SEC EDGAR · 10-QQXO reported Q2 2026 net sales of $3.246 billion, up 70% YoY, with a net loss of $55 million. H1 net sales were $4.976 billion with a net loss of $282 million. The company completed the Kodiak and TopBuild acquisitions, issuing 312 million shares and $1 billio…
Questions this evidence can help answer
- Which companies recently disclosed earnings results?
- What changed versus the prior company communication?
- Which events have corroborating management commentary?