US Research at a Glance - July 8, 2026

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US Research at a Glance - July 8, 2026

U.S. RESEARCH AT A GLANCE

July 8, 2026

For Full Comments and Required Non-U.S. Analyst and Conflicts Disclosures, please click on the links below.RESEARCH

Earnings Preview

Q2 Coatings Preview: SHW Best Summary

Positioned on Share Gains and Positive

Price/CostEQUITY Early Look at June Q Earnings – 21 Summary

Previews Across HPC, Beverages, and

Packaged Food

HC Tech & Distribution – 2Q26 Earnings Summary Biotech-Levered Services Positioned Well; AI Risk Lessens But Lingers

Preview

Eli Lilly and Company Summary 2Q26 Preview: Strong Obesity Performance Outweighs Older Product Pressures;

Increasing PT to $1,500

Expand Energy Corp Summary Quarterly Check-Up: 2Q26

Credit Bureaus (TRU/EXPN/EFX) and FICO Summary

2Q26 Preview

Merck & Co., Inc. Summary 2Q26 Preview: In-line print expected; But FY setup remains attractive

Company Comments

Chevron Corporation Summary Model update

Compass Pathways Limited Summary Consistent COMP006 Data Provides Final Piece For Submission And Likely

Approval

MeiraGTx Holdings plc Summary Royalty Deal Provides Source of Non-Dilutive Capital, and Support for

Commercial Launch

Repsol SA Summary Model update

ResMed Inc. Summary MatrixCare sold for a cheap price, but not material to group outlook. Retain OP

TC Energy Corporation Summary Bruce Power: Splitting the atom

Industry Comments

Apartment REITs: RBC MultiTracker for Summary

June 2026

Canadian Oilfield Services Trend Tracker Summary WCSB rig count increased 8 w/w to 212

and Comps

Industrial Metals Weekly Summary Copper is still in the waiting room

RBC European Utils & Infra Morning Summary

Lightbulb

UK Wealth Management: Sector update Summary

Q3 2026

WuXi and the BIOSECURE Act: legal Summary

architecture, affiliate risk, and who wins