Q2 Earnings from Global Companies: ASML and J.B. Hunt Rise, Conagra Cuts Dividend
실적/어닝스 | Thu Jul 16 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 sources
AI semiconductor demand and logistics recovery drove earnings, while food and mining sectors struggled.
Analysis
[ASML] raised annual revenue guidance and delivered Q2 earnings beat [8]
- Q2 net sales of €9.3 billion exceeded consensus of €8.8 billion
- Raised annual revenue outlook to €43-45 billion
- Surging EUV and DUV demand driven by expanded AI chip production
- Plans to expand EUV and DUV capacity by 30% each in 2026
[J.B. Hunt Transport Services] surged 8% in after-hours trading on strong Q2 results [1][5]
- Intermodal segment recorded all-time high volume of 578
- 000 loads
- Targeted new truck sales of 1
- 000-1
- 200 units
- Fuel cost pass-through and rail-linked business demand expansion
- Focus on operational efficiency and margin recovery
[Conagra Brands] announced major dividend cut and $2 billion impairment charge [2]
- Recorded $2 billion charge
- Signal of broader weakness across the packaged food industry
- Negative forward earnings outlook
[BHP Group] pushed growth expansion despite declines in iron ore and copper production [3]
- Iron ore production declined in the quarter ended June
- Continued copper and potash expansion projects
- Long-term growth portfolio diversification
[First Horizon Corporation] announced 20% adjusted EPS growth and plans to reduce RWA by 10% [6]
- Adjusted EPS rose $0.09 (20%)
- Adjusted PPNR increased 8%
- Period-end loan balance grew by approximately $2 billion
- Managing CET1 ratio at the 10.5% level
[American Airlines] drew attention to demand and guidance signals ahead of July 23 Q2 earnings [7]
- Positive signal from United Airlines beating earnings and revenue consensus
- United's Q2 fuel costs surged 84% year-over-year
- Concerns over an additional $6 billion in annual costs from higher jet fuel prices
- Attempting to offset costs through expanded seat sales
[Frequency Electronics] set FY2029 targets of $150 million revenue and 50% gross margin [4]
- Secured $111 million backlog
- Entered growth resumption phase after digestion period
- Multi-year scale expansion growth outlook
Sources
- [1] The trucking market is tighter than it’s been in years — but investors are upbeat on J.B. Hunt - MarketWatch Top Stories
- [2] A big dividend cut and a $2 billion charge: Conagra’s results signal more pain ahead for food industry - MarketWatch Top Stories
- [3] BHP’s Iron Ore, Copper Output Slip as Miner Plans for Growth - Bloomberg Markets
- [4] Frequency Electronics targets at least $150M revenue and 50% gross margin by fiscal 2029, backed by $111M funded backlog - Seeking Alpha Market News
- [5] J.B. Hunt outlines 1,000 to 1,200 new gross truck sales target as intermodal posts 578,000-load record - Seeking Alpha Market News
- [6] First Horizon expects ~10% standardized RWA reduction while managing CET1 around 10.5% - Seeking Alpha Market News
- [7] Stock Market Today, July 15: American Airlines Is About to Announce Earnings: Here's What Investors Are Watching - The Motley Fool
- [8] ASML shares fall after hiking sales forecast for second time this year on strong AI chip demand - CNBC World Markets