#margins-and-cash-flow

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#earnings-beat #china-recovery #guidance-and-tariffs #coherent-inc #ai-datacenter-demand #capital-intensity
Business
from24/7 Wall St.
2 weeks ago

The China Secret That's Making Smart Money Load Up on Estee Lauder While Everyone Else Runs for the Exit

Estée Lauder beat EPS and improved margins and cash flow, raised FY2026 EPS guidance, but revenue was in line and shares fell sharply.
US news
from24/7 Wall St.
2 weeks ago

Coherent Live: Complete Coverage Of COHR's Q2 Earnings

Coherent Inc must sustain AI datacenter-driven valuation despite strong earnings, rising margins, and stock gains while free cash flow and capital intensity raise execution concerns.
Business
from24/7 Wall St.
3 months ago

Bloom Energy (NYSE: BE) Just Jumped 18% After Earnings: Here's Why

Bloom Energy reported 57.1% Q3 revenue growth to $519.05M, driven by fuel cell demand and AI data center power deployments.
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