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美股
Lead report
Advanced Energy Q2 2026 Earnings Preview: AI Power Demand vs. Margin Pressures
Advanced Energy (AEIS) is set to report Q2 2026 earnings, with investors focused on AI data center power demand, semiconductor capex, gross margin guidance, and China-related risks. This preview analyzes key watch points and potential stock movements.
美股
PACCAR Q3 Gross Margin Guidance at 14.5%, Sets 2026 Target of 250,000 Heavy-Duty Trucks in US and Canada
PACCAR forecasts a Q3 gross margin of 14.5% and aims for 250,000 heavy-duty truck sales in the US and Canada by 2026. This analysis explores its cost control, industry cycles, and investment risks.
美股
ResMed Guides 62%-63% Gross Margin for FY2026, Plans $175M Q4 Buyback, Closes Noctrix Acquisition in June
ResMed issues gross margin guidance of 62%-63% for fiscal 2026, announces a $175M+ share buyback for Q4, and targets June 1 completion of its $340M acquisition of Noctrix Health to expand into neuromodulation.
