Heico (HEI) — Análisis bursátil y financiero

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANZAS · ETREntergy Corp

Ingresos: $12,9 mil M
Flujo de caja libre: −$2,5 mil M
Margen operativo: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Precio · 1 año

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Precio · 1 año

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANZAS · NTRANatera Inc

Ingresos: $2,3 mil M
Flujo de caja libre: $109,1 M
Margen operativo: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Precio · 1 año

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Precio · 1 año

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANZAS · ETREntergy Corp

Ingresos: $12,9 mil M
Flujo de caja libre: −$2,5 mil M
Margen operativo: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Precio · 1 año

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Precio · 1 año

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANZAS · NTRANatera Inc

Ingresos: $2,3 mil M
Flujo de caja libre: $109,1 M
Margen operativo: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Precio · 1 año

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Precio · 1 año

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANZAS · ETREntergy Corp

Ingresos: $12,9 mil M
Flujo de caja libre: −$2,5 mil M
Margen operativo: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Precio · 1 año

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Precio · 1 año

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANZAS · NTRANatera Inc

Ingresos: $2,3 mil M
Flujo de caja libre: $109,1 M
Margen operativo: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Precio · 1 año

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Precio · 1 año

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

COFCapital One Financial Corp

Precio · 1 año

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Precio · 1 año

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANZAS · ETNEaton Corporation PLC

Ingresos: $27,4 mil M
Flujo de caja libre: $3,6 mil M

FY 2025 · GFC

FITBFifth Third Bancorp

Precio · 1 año

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Precio · 1 año

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANZAS · MMM3m Company

Ingresos: $24,9 mil M
Flujo de caja libre: $1,4 mil M
Margen operativo: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Precio · 1 año

COFCapital One Financial Corp

Precio · 1 año

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Precio · 1 año

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANZAS · ETNEaton Corporation PLC

Ingresos: $27,4 mil M
Flujo de caja libre: $3,6 mil M

FY 2025 · GFC

FITBFifth Third Bancorp

Precio · 1 año

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Precio · 1 año

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANZAS · MMM3m Company

Ingresos: $24,9 mil M
Flujo de caja libre: $1,4 mil M
Margen operativo: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Precio · 1 año

COFCapital One Financial Corp

Precio · 1 año

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Precio · 1 año

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANZAS · ETNEaton Corporation PLC

Ingresos: $27,4 mil M
Flujo de caja libre: $3,6 mil M

FY 2025 · GFC

FITBFifth Third Bancorp

Precio · 1 año

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Precio · 1 año

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANZAS · MMM3m Company

Ingresos: $24,9 mil M
Flujo de caja libre: $1,4 mil M
Margen operativo: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Precio · 1 año

HUMHumana Inc

Precio · 1 año

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANZAS · FDXFedex Corp

Ingresos: $94,7 mil M
Flujo de caja libre: $5,1 mil M
Margen operativo: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Precio · 1 año

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Precio · 1 año

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANZAS · MCKMckesson Corporation

Ingresos: $403,4 mil M
Flujo de caja libre: $5,7 mil M
Margen operativo: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Precio · 1 año

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Precio · 1 año

HUMHumana Inc

Precio · 1 año

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANZAS · FDXFedex Corp

Ingresos: $94,7 mil M
Flujo de caja libre: $5,1 mil M
Margen operativo: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Precio · 1 año

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Precio · 1 año

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANZAS · MCKMckesson Corporation

Ingresos: $403,4 mil M
Flujo de caja libre: $5,7 mil M
Margen operativo: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Precio · 1 año

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Precio · 1 año

HUMHumana Inc

Precio · 1 año

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANZAS · FDXFedex Corp

Ingresos: $94,7 mil M
Flujo de caja libre: $5,1 mil M
Margen operativo: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Precio · 1 año

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Precio · 1 año

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANZAS · MCKMckesson Corporation

Ingresos: $403,4 mil M
Flujo de caja libre: $5,7 mil M
Margen operativo: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Precio · 1 año

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Precio · 1 año

FINANZAS · LRCXLam Research Corp

Ingresos: $23,2 mil M
Flujo de caja libre: $4,9 mil M
Margen operativo: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Precio · 1 año

GSGoldman Sachs Group Inc

Precio · 1 año

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANZAS · IOTSamsara Inc - Class A

Ingresos: $1,6 mil M
Flujo de caja libre: $207,4 M
Margen operativo: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Precio · 1 año

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Precio · 1 año

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANZAS · IDXXIdexx Laboratories Inc

Ingresos: $4,3 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 31,6 %

FY 2025 · GFC

FINANZAS · LRCXLam Research Corp

Ingresos: $23,2 mil M
Flujo de caja libre: $4,9 mil M
Margen operativo: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Precio · 1 año

GSGoldman Sachs Group Inc

Precio · 1 año

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANZAS · IOTSamsara Inc - Class A

Ingresos: $1,6 mil M
Flujo de caja libre: $207,4 M
Margen operativo: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Precio · 1 año

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Precio · 1 año

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANZAS · IDXXIdexx Laboratories Inc

Ingresos: $4,3 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 31,6 %

FY 2025 · GFC

FINANZAS · LRCXLam Research Corp

Ingresos: $23,2 mil M
Flujo de caja libre: $4,9 mil M
Margen operativo: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Precio · 1 año

GSGoldman Sachs Group Inc

Precio · 1 año

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANZAS · IOTSamsara Inc - Class A

Ingresos: $1,6 mil M
Flujo de caja libre: $207,4 M
Margen operativo: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Precio · 1 año

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Precio · 1 año

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANZAS · IDXXIdexx Laboratories Inc

Ingresos: $4,3 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 31,6 %

FY 2025 · GFC

REPORT · TSLA

Existing businesses are funding an unproven AI expansion

1What the company does

2Why it matters now

MKLMarkel Group Inc

Precio · 1 año

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANZAS · ECLEcolab Incorporated

Ingresos: $16,1 mil M
Flujo de caja libre: $1,9 mil M
Margen operativo: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Precio · 1 año

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Precio · 1 año

REPORT · ABT

Device sales are growing. Acquired diagnostics must earn their cost.

1What the company does

2Why it matters now

FINANZAS · MCOMoody`S Corp

Ingresos: $7,7 mil M
Flujo de caja libre: $2,6 mil M
Margen operativo: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Precio · 1 año

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · TSLA

Existing businesses are funding an unproven AI expansion

1What the company does

2Why it matters now

MKLMarkel Group Inc

Precio · 1 año

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANZAS · ECLEcolab Incorporated

Ingresos: $16,1 mil M
Flujo de caja libre: $1,9 mil M
Margen operativo: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Precio · 1 año

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Precio · 1 año

REPORT · ABT

Device sales are growing. Acquired diagnostics must earn their cost.

1What the company does

2Why it matters now

FINANZAS · MCOMoody`S Corp

Ingresos: $7,7 mil M
Flujo de caja libre: $2,6 mil M
Margen operativo: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Precio · 1 año

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · TSLA

Existing businesses are funding an unproven AI expansion

1What the company does

2Why it matters now

MKLMarkel Group Inc

Precio · 1 año

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANZAS · ECLEcolab Incorporated

Ingresos: $16,1 mil M
Flujo de caja libre: $1,9 mil M
Margen operativo: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Precio · 1 año

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Precio · 1 año

REPORT · ABT

Device sales are growing. Acquired diagnostics must earn their cost.

1What the company does

2Why it matters now

FINANZAS · MCOMoody`S Corp

Ingresos: $7,7 mil M
Flujo de caja libre: $2,6 mil M
Margen operativo: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Precio · 1 año

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · CSCO

Networking profits are improving. Cash has not followed yet.

1What the company does

2Why it matters now

FINANZAS · FCXFreeport-Mcmoran Inc

Ingresos: $25,9 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Precio · 1 año

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Precio · 1 año

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANZAS · LITELumentum Holdings Inc

Ingresos: $3 mil M
Flujo de caja libre: $300,1 M
Margen operativo: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Precio · 1 año

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Precio · 1 año

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

REPORT · CSCO

Networking profits are improving. Cash has not followed yet.

1What the company does

2Why it matters now

FINANZAS · FCXFreeport-Mcmoran Inc

Ingresos: $25,9 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Precio · 1 año

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Precio · 1 año

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANZAS · LITELumentum Holdings Inc

Ingresos: $3 mil M
Flujo de caja libre: $300,1 M
Margen operativo: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Precio · 1 año

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Precio · 1 año

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

REPORT · CSCO

Networking profits are improving. Cash has not followed yet.

1What the company does

2Why it matters now

FINANZAS · FCXFreeport-Mcmoran Inc

Ingresos: $25,9 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Precio · 1 año

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Precio · 1 año

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANZAS · LITELumentum Holdings Inc

Ingresos: $3 mil M
Flujo de caja libre: $300,1 M
Margen operativo: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Precio · 1 año

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Precio · 1 año

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

Cargando la página…

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANZAS · ETREntergy Corp

Ingresos: $12,9 mil M
Flujo de caja libre: −$2,5 mil M
Margen operativo: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Precio · 1 año

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Precio · 1 año

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANZAS · NTRANatera Inc

Ingresos: $2,3 mil M
Flujo de caja libre: $109,1 M
Margen operativo: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Precio · 1 año

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Precio · 1 año

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANZAS · ETREntergy Corp

Ingresos: $12,9 mil M
Flujo de caja libre: −$2,5 mil M
Margen operativo: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Precio · 1 año

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Precio · 1 año

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANZAS · NTRANatera Inc

Ingresos: $2,3 mil M
Flujo de caja libre: $109,1 M
Margen operativo: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Precio · 1 año

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Precio · 1 año

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANZAS · ETREntergy Corp

Ingresos: $12,9 mil M
Flujo de caja libre: −$2,5 mil M
Margen operativo: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Precio · 1 año

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Precio · 1 año

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANZAS · NTRANatera Inc

Ingresos: $2,3 mil M
Flujo de caja libre: $109,1 M
Margen operativo: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Precio · 1 año

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Precio · 1 año

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

COFCapital One Financial Corp

Precio · 1 año

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Precio · 1 año

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANZAS · ETNEaton Corporation PLC

Ingresos: $27,4 mil M
Flujo de caja libre: $3,6 mil M

FY 2025 · GFC

FITBFifth Third Bancorp

Precio · 1 año

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Precio · 1 año

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANZAS · MMM3m Company

Ingresos: $24,9 mil M
Flujo de caja libre: $1,4 mil M
Margen operativo: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Precio · 1 año

COFCapital One Financial Corp

Precio · 1 año

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Precio · 1 año

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANZAS · ETNEaton Corporation PLC

Ingresos: $27,4 mil M
Flujo de caja libre: $3,6 mil M

FY 2025 · GFC

FITBFifth Third Bancorp

Precio · 1 año

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Precio · 1 año

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANZAS · MMM3m Company

Ingresos: $24,9 mil M
Flujo de caja libre: $1,4 mil M
Margen operativo: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Precio · 1 año

COFCapital One Financial Corp

Precio · 1 año

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Precio · 1 año

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANZAS · ETNEaton Corporation PLC

Ingresos: $27,4 mil M
Flujo de caja libre: $3,6 mil M

FY 2025 · GFC

FITBFifth Third Bancorp

Precio · 1 año

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Precio · 1 año

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANZAS · MMM3m Company

Ingresos: $24,9 mil M
Flujo de caja libre: $1,4 mil M
Margen operativo: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Precio · 1 año

HUMHumana Inc

Precio · 1 año

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANZAS · FDXFedex Corp

Ingresos: $94,7 mil M
Flujo de caja libre: $5,1 mil M
Margen operativo: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Precio · 1 año

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Precio · 1 año

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANZAS · MCKMckesson Corporation

Ingresos: $403,4 mil M
Flujo de caja libre: $5,7 mil M
Margen operativo: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Precio · 1 año

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Precio · 1 año

HUMHumana Inc

Precio · 1 año

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANZAS · FDXFedex Corp

Ingresos: $94,7 mil M
Flujo de caja libre: $5,1 mil M
Margen operativo: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Precio · 1 año

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Precio · 1 año

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANZAS · MCKMckesson Corporation

Ingresos: $403,4 mil M
Flujo de caja libre: $5,7 mil M
Margen operativo: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Precio · 1 año

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Precio · 1 año

HUMHumana Inc

Precio · 1 año

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANZAS · FDXFedex Corp

Ingresos: $94,7 mil M
Flujo de caja libre: $5,1 mil M
Margen operativo: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Precio · 1 año

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Precio · 1 año

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANZAS · MCKMckesson Corporation

Ingresos: $403,4 mil M
Flujo de caja libre: $5,7 mil M
Margen operativo: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Precio · 1 año

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Precio · 1 año

FINANZAS · LRCXLam Research Corp

Ingresos: $23,2 mil M
Flujo de caja libre: $4,9 mil M
Margen operativo: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Precio · 1 año

GSGoldman Sachs Group Inc

Precio · 1 año

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANZAS · IOTSamsara Inc - Class A

Ingresos: $1,6 mil M
Flujo de caja libre: $207,4 M
Margen operativo: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Precio · 1 año

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Precio · 1 año

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANZAS · IDXXIdexx Laboratories Inc

Ingresos: $4,3 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 31,6 %

FY 2025 · GFC

FINANZAS · LRCXLam Research Corp

Ingresos: $23,2 mil M
Flujo de caja libre: $4,9 mil M
Margen operativo: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Precio · 1 año

GSGoldman Sachs Group Inc

Precio · 1 año

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANZAS · IOTSamsara Inc - Class A

Ingresos: $1,6 mil M
Flujo de caja libre: $207,4 M
Margen operativo: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Precio · 1 año

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Precio · 1 año

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANZAS · IDXXIdexx Laboratories Inc

Ingresos: $4,3 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 31,6 %

FY 2025 · GFC

FINANZAS · LRCXLam Research Corp

Ingresos: $23,2 mil M
Flujo de caja libre: $4,9 mil M
Margen operativo: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Precio · 1 año

GSGoldman Sachs Group Inc

Precio · 1 año

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANZAS · IOTSamsara Inc - Class A

Ingresos: $1,6 mil M
Flujo de caja libre: $207,4 M
Margen operativo: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Precio · 1 año

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Precio · 1 año

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANZAS · IDXXIdexx Laboratories Inc

Ingresos: $4,3 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 31,6 %

FY 2025 · GFC

REPORT · TSLA

Existing businesses are funding an unproven AI expansion

1What the company does

2Why it matters now

MKLMarkel Group Inc

Precio · 1 año

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANZAS · ECLEcolab Incorporated

Ingresos: $16,1 mil M
Flujo de caja libre: $1,9 mil M
Margen operativo: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Precio · 1 año

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Precio · 1 año

REPORT · ABT

Device sales are growing. Acquired diagnostics must earn their cost.

1What the company does

2Why it matters now

FINANZAS · MCOMoody`S Corp

Ingresos: $7,7 mil M
Flujo de caja libre: $2,6 mil M
Margen operativo: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Precio · 1 año

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · TSLA

Existing businesses are funding an unproven AI expansion

1What the company does

2Why it matters now

MKLMarkel Group Inc

Precio · 1 año

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANZAS · ECLEcolab Incorporated

Ingresos: $16,1 mil M
Flujo de caja libre: $1,9 mil M
Margen operativo: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Precio · 1 año

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Precio · 1 año

REPORT · ABT

Device sales are growing. Acquired diagnostics must earn their cost.

1What the company does

2Why it matters now

FINANZAS · MCOMoody`S Corp

Ingresos: $7,7 mil M
Flujo de caja libre: $2,6 mil M
Margen operativo: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Precio · 1 año

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · TSLA

Existing businesses are funding an unproven AI expansion

1What the company does

2Why it matters now

MKLMarkel Group Inc

Precio · 1 año

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANZAS · ECLEcolab Incorporated

Ingresos: $16,1 mil M
Flujo de caja libre: $1,9 mil M
Margen operativo: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Precio · 1 año

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Precio · 1 año

REPORT · ABT

Device sales are growing. Acquired diagnostics must earn their cost.

1What the company does

2Why it matters now

FINANZAS · MCOMoody`S Corp

Ingresos: $7,7 mil M
Flujo de caja libre: $2,6 mil M
Margen operativo: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Precio · 1 año

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · CSCO

Networking profits are improving. Cash has not followed yet.

1What the company does

2Why it matters now

FINANZAS · FCXFreeport-Mcmoran Inc

Ingresos: $25,9 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Precio · 1 año

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Precio · 1 año

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANZAS · LITELumentum Holdings Inc

Ingresos: $3 mil M
Flujo de caja libre: $300,1 M
Margen operativo: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Precio · 1 año

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Precio · 1 año

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

REPORT · CSCO

Networking profits are improving. Cash has not followed yet.

1What the company does

2Why it matters now

FINANZAS · FCXFreeport-Mcmoran Inc

Ingresos: $25,9 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Precio · 1 año

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Precio · 1 año

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANZAS · LITELumentum Holdings Inc

Ingresos: $3 mil M
Flujo de caja libre: $300,1 M
Margen operativo: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Precio · 1 año

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Precio · 1 año

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

REPORT · CSCO

Networking profits are improving. Cash has not followed yet.

1What the company does

2Why it matters now

FINANZAS · FCXFreeport-Mcmoran Inc

Ingresos: $25,9 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Precio · 1 año

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Precio · 1 año

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANZAS · LITELumentum Holdings Inc

Ingresos: $3 mil M
Flujo de caja libre: $300,1 M
Margen operativo: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Precio · 1 año

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Precio · 1 año

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

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