Update: a concentration of today's significant reports. Further updates may follow during the day.
This is the daily format of earnings season: on every trading day we concentrate here the significant reports - what was published, and what the numbers really say. Friday is light in quantity, but today several heavy names reported - and all before the market open. The Tel Aviv exchange is closed (Friday), so the local investor will meet the results only at the week's open.
NextEra: Beats Guidance, and Keeps Moving Toward the Giant Merger
NextEra (NYSE: NEE), the pure-play of the power-scarcity thesis, beat guidance: adjusted EPS of $1.15 (up 9.5%), above the estimate. NextEra Energy Resources added 3.6 GW to the renewables and storage backlog - direct evidence of the AI era's electricity demand - and FPL, the largest electric utility in the U.S., grew its regulated capital base by 9.3%. The strategic headline: the proposed merger with Dominion Energy is advancing - approval filings were submitted, and special shareholder meetings are expected in early September. The meaning: the report confirms that AI's electricity demand is already translating into actual growth. The full breakdown.
Verizon: A Record Quarter Closes the Telecom Trio
Verizon (NYSE: VZ) surprised to the upside and closed telecom week (after AT&T and T-Mobile): adjusted EPS of $1.30 (above estimate), the highest EBITDA and margin ever reported, and a second consecutive guidance raise. The heart: 184 thousand net postpaid subscribers - the best consumer adds in five years, and fiber broadband that jumped 43% thanks to the Frontier acquisition. GAAP profit fell ($0.92) due to integration costs - the asterisk. While T-Mobile showed a slowdown, it was Verizon that delivered the momentum. The meaning: the convergence bet is beginning to prove itself. The full breakdown.
American Express: The American Consumer Is Still Strong
And this is one of the important headlines of the day - as a barometer of consumer health. American Express (NYSE: AXP) reported EPS of $4.53, up 11% and above the estimate (about 4.40), on revenue of $19.6 billion (up 10%). The figure that tells the story: card-member spending (billed business) rose 9% to $455.8 billion - meaning the affluent consumer keeps spending. Moreover, credit-loss provisions actually fell to $1.1 billion (versus $1.4 billion a year ago, with a reserve release) - a sign that credit quality is stable. The company even raised its revenue-growth guidance to 10%. The meaning: while everyone worries about the consumer, Amex - a direct window into the affluent consumer's spending - shows a picture of strength. That is an important macro data point for the whole market. The full breakdown.
Schlumberger: The Other Side of the Energy Story
And while NextEra celebrates electricity demand, Schlumberger (NYSE: SLB), the oil-services giant, reminds that energy is not one story. Revenue rose 5% to $8.97 billion, but GAAP profit plunged 30% to $0.52 per share (adjusted: 0.55), and net income fell 22%. The central reason the company cited: disruptions related to the Middle East conflict hurt the international business (down 3%), while North America jumped 36% (mainly thanks to the ChampionX acquisition). The meaning: while electricity and AI pull upward, the traditional oil world is contracting - and also feels directly the geopolitics that pushed oil prices this week.
More Reports in Brief
- Charter (CHTR) - the cable and broadband giant reported; the market tracks the pace of cable-subscriber losses and the shift to mobile and fiber, after a streak of misses.
- Gentex (GNTX) - the supplier of digital vision systems for vehicles (mirrors, sensors) - adjacent to the ADAS world we covered around Mobileye.
Sources: the companies' official filings and results announcements filed with the SEC (July 24, 2026), accurate as of the time of writing. The charts are shown in real time via TradingView. Nothing herein constitutes a forecast, recommendation or advice - see the full disclaimer at the bottom of the page.