News

Clorox outlines 0–1% category growth target and innovation-led recovery as ERP transition ends

Amcor outlines synergy-driven EPS growth of 12%–17% for fiscal 2026 while advancing portfolio optimization

Aviat outlines $1.6B 5G router opportunity and maintains $440M–$460M revenue target as BEAD optimism grows

Skyworks outlines $500M synergy target through Qorvo merger while projecting Q2 revenue up to $925M

Carlisle outlines path to $40 EPS and 25% ROIC backed by Vision 2030 and innovation investments

Varonis targets 18%–20% SaaS ARR growth excluding conversions for 2026 as SaaS transition accelerates

Glencore halts $300M plan to cut emissions at Quebec smelter

Group of BP investors seeks proof that shift to oil and gas will bring value

Super Micro Computer targets $40B full-year revenue as DCBBS drives margin outlook

Amgen outlines $37B–$38.4B 2026 revenue target as Repatha, EVENITY, and TEZSPIRE drive momentum

Chipotle outlines path to 7,000 North American units and accelerates global expansion in 2026 plan

AMD outlines path to >60% annual data center growth and multi-billion AI revenue by 2027 as MI400 and Helios launch