Earnings Momentum and Investment Points Across Major Stocks

실적/어닝스 | Sun Jun 28 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 sources

Costco and Fluor accelerated growth while Pfizer and Chipotle struggled, highlighting divergent earnings trends among major stocks.

Analysis

[Costco Wholesale] posted double-digit revenue growth in FY2026 Q3 ^[3]

Revenue up 11.6% year-over-year
Comparable store sales up 9.8%
EPS improved from $4.28 to $4.93
E-commerce revenue up 21.5%
Current share price at $952.88
approaching the $1
000 mark again

[Chipotle Mexican Grill] saw shares plunge 53% two years after 50-for-1 stock split ^[4]

Dropped from $66 right after the June 2024 split to about $31 currently
A $10
000 investment is now worth about $4
750
roughly halved
Signs of rebound with Q1 comparable store sales up 0.5% and revenue up 7%
Plans to open 350-370 new stores in 2026
Valuation pressure eased with current P/E of 28

[Fluor] realized $1.86 billion gain from NuScale stake sale ^[5]

Over 80% of backlog converted to reimbursable contracts
Expected to benefit from cloud
AI
industrial
and nuclear markets
Adjusted EPS growth of 18% projected for 2026
28% growth projected for 2027
Approximately 28% share price upside potential within 12 months

[Pfizer] faced heightened uncertainty from clinical trial failure and CFO resignation ^[6]

sigvotatug vedotin
acquired through the $43B Seagen deal
failed to improve survival in NSCLC phase 3 trial
CFO Dave Denton set to resign on August 15
Shares down more than 50% since end of 2021
Eliquis patent expiration approaching
Padcev Q1 revenue of $591M
up 39%

[UnitedHealth] rebounded 80% from recent lows ^[1]

Up approximately 80% from recent lows
Possibility of passing through the worst phase highlighted

[CRISPR Therapeutics vs Vertex Pharmaceuticals] emerged as a comparison of promising healthcare stocks for 2026 ^[2]

Investment appeal of the two healthcare stocks drawing comparison attention

Sources