Lululemon Athletica (LULU) — Analyse boursière et financière

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANCES · ETREntergy Corp

Chiffre d’affaires: $12,9 Md
Flux de trésorerie libre: −$2,5 Md
Marge opérationnelle: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Cours · 1 an

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Cours · 1 an

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANCES · NTRANatera Inc

Chiffre d’affaires: $2,3 Md
Flux de trésorerie libre: $109,1 M
Marge opérationnelle: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Cours · 1 an

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Cours · 1 an

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

FINANCES · ETREntergy Corp

Chiffre d’affaires: $12,9 Md
Flux de trésorerie libre: −$2,5 Md
Marge opérationnelle: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Cours · 1 an

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Cours · 1 an

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANCES · NTRANatera Inc

Chiffre d’affaires: $2,3 Md
Flux de trésorerie libre: $109,1 M
Marge opérationnelle: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Cours · 1 an

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Cours · 1 an

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

FINANCES · ETREntergy Corp

Chiffre d’affaires: $12,9 Md
Flux de trésorerie libre: −$2,5 Md
Marge opérationnelle: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Cours · 1 an

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Cours · 1 an

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANCES · NTRANatera Inc

Chiffre d’affaires: $2,3 Md
Flux de trésorerie libre: $109,1 M
Marge opérationnelle: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Cours · 1 an

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Cours · 1 an

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

COFCapital One Financial Corp

Cours · 1 an

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Cours · 1 an

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANCES · ETNEaton Corporation PLC

Chiffre d’affaires: $27,4 Md
Flux de trésorerie libre: $3,6 Md

FY 2025 · GFC

FITBFifth Third Bancorp

Cours · 1 an

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Cours · 1 an

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANCES · MMM3m Company

Chiffre d’affaires: $24,9 Md
Flux de trésorerie libre: $1,4 Md
Marge opérationnelle: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Cours · 1 an

COFCapital One Financial Corp

Cours · 1 an

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Cours · 1 an

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANCES · ETNEaton Corporation PLC

Chiffre d’affaires: $27,4 Md
Flux de trésorerie libre: $3,6 Md

FY 2025 · GFC

FITBFifth Third Bancorp

Cours · 1 an

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Cours · 1 an

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANCES · MMM3m Company

Chiffre d’affaires: $24,9 Md
Flux de trésorerie libre: $1,4 Md
Marge opérationnelle: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Cours · 1 an

COFCapital One Financial Corp

Cours · 1 an

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Cours · 1 an

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANCES · ETNEaton Corporation PLC

Chiffre d’affaires: $27,4 Md
Flux de trésorerie libre: $3,6 Md

FY 2025 · GFC

FITBFifth Third Bancorp

Cours · 1 an

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Cours · 1 an

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANCES · MMM3m Company

Chiffre d’affaires: $24,9 Md
Flux de trésorerie libre: $1,4 Md
Marge opérationnelle: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Cours · 1 an

HUMHumana Inc

Cours · 1 an

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANCES · FDXFedex Corp

Chiffre d’affaires: $94,7 Md
Flux de trésorerie libre: $5,1 Md
Marge opérationnelle: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Cours · 1 an

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Cours · 1 an

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANCES · MCKMckesson Corporation

Chiffre d’affaires: $403,4 Md
Flux de trésorerie libre: $5,7 Md
Marge opérationnelle: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Cours · 1 an

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Cours · 1 an

HUMHumana Inc

Cours · 1 an

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANCES · FDXFedex Corp

Chiffre d’affaires: $94,7 Md
Flux de trésorerie libre: $5,1 Md
Marge opérationnelle: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Cours · 1 an

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Cours · 1 an

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANCES · MCKMckesson Corporation

Chiffre d’affaires: $403,4 Md
Flux de trésorerie libre: $5,7 Md
Marge opérationnelle: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Cours · 1 an

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Cours · 1 an

HUMHumana Inc

Cours · 1 an

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANCES · FDXFedex Corp

Chiffre d’affaires: $94,7 Md
Flux de trésorerie libre: $5,1 Md
Marge opérationnelle: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Cours · 1 an

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Cours · 1 an

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANCES · MCKMckesson Corporation

Chiffre d’affaires: $403,4 Md
Flux de trésorerie libre: $5,7 Md
Marge opérationnelle: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Cours · 1 an

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Cours · 1 an

FINANCES · LRCXLam Research Corp

Chiffre d’affaires: $23,2 Md
Flux de trésorerie libre: $4,9 Md
Marge opérationnelle: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Cours · 1 an

GSGoldman Sachs Group Inc

Cours · 1 an

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANCES · IOTSamsara Inc - Class A

Chiffre d’affaires: $1,6 Md
Flux de trésorerie libre: $207,4 M
Marge opérationnelle: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Cours · 1 an

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Cours · 1 an

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANCES · IDXXIdexx Laboratories Inc

Chiffre d’affaires: $4,3 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 31,6 %

FY 2025 · GFC

FINANCES · LRCXLam Research Corp

Chiffre d’affaires: $23,2 Md
Flux de trésorerie libre: $4,9 Md
Marge opérationnelle: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Cours · 1 an

GSGoldman Sachs Group Inc

Cours · 1 an

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANCES · IOTSamsara Inc - Class A

Chiffre d’affaires: $1,6 Md
Flux de trésorerie libre: $207,4 M
Marge opérationnelle: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Cours · 1 an

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Cours · 1 an

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANCES · IDXXIdexx Laboratories Inc

Chiffre d’affaires: $4,3 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 31,6 %

FY 2025 · GFC

FINANCES · LRCXLam Research Corp

Chiffre d’affaires: $23,2 Md
Flux de trésorerie libre: $4,9 Md
Marge opérationnelle: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Cours · 1 an

GSGoldman Sachs Group Inc

Cours · 1 an

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANCES · IOTSamsara Inc - Class A

Chiffre d’affaires: $1,6 Md
Flux de trésorerie libre: $207,4 M
Marge opérationnelle: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Cours · 1 an

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Cours · 1 an

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANCES · IDXXIdexx Laboratories Inc

Chiffre d’affaires: $4,3 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 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

Cours · 1 an

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANCES · ECLEcolab Incorporated

Chiffre d’affaires: $16,1 Md
Flux de trésorerie libre: $1,9 Md
Marge opérationnelle: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Cours · 1 an

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Cours · 1 an

REPORT · ABT

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

1What the company does

2Why it matters now

FINANCES · MCOMoody`S Corp

Chiffre d’affaires: $7,7 Md
Flux de trésorerie libre: $2,6 Md
Marge opérationnelle: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Cours · 1 an

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

Cours · 1 an

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANCES · ECLEcolab Incorporated

Chiffre d’affaires: $16,1 Md
Flux de trésorerie libre: $1,9 Md
Marge opérationnelle: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Cours · 1 an

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Cours · 1 an

REPORT · ABT

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

1What the company does

2Why it matters now

FINANCES · MCOMoody`S Corp

Chiffre d’affaires: $7,7 Md
Flux de trésorerie libre: $2,6 Md
Marge opérationnelle: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Cours · 1 an

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

Cours · 1 an

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANCES · ECLEcolab Incorporated

Chiffre d’affaires: $16,1 Md
Flux de trésorerie libre: $1,9 Md
Marge opérationnelle: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Cours · 1 an

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Cours · 1 an

REPORT · ABT

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

1What the company does

2Why it matters now

FINANCES · MCOMoody`S Corp

Chiffre d’affaires: $7,7 Md
Flux de trésorerie libre: $2,6 Md
Marge opérationnelle: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Cours · 1 an

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

FINANCES · FCXFreeport-Mcmoran Inc

Chiffre d’affaires: $25,9 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Cours · 1 an

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Cours · 1 an

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANCES · LITELumentum Holdings Inc

Chiffre d’affaires: $3 Md
Flux de trésorerie libre: $300,1 M
Marge opérationnelle: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Cours · 1 an

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Cours · 1 an

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

FINANCES · FCXFreeport-Mcmoran Inc

Chiffre d’affaires: $25,9 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Cours · 1 an

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Cours · 1 an

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANCES · LITELumentum Holdings Inc

Chiffre d’affaires: $3 Md
Flux de trésorerie libre: $300,1 M
Marge opérationnelle: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Cours · 1 an

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Cours · 1 an

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

FINANCES · FCXFreeport-Mcmoran Inc

Chiffre d’affaires: $25,9 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Cours · 1 an

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Cours · 1 an

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANCES · LITELumentum Holdings Inc

Chiffre d’affaires: $3 Md
Flux de trésorerie libre: $300,1 M
Marge opérationnelle: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Cours · 1 an

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Cours · 1 an

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

Chargement de la page…

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANCES · ETREntergy Corp

Chiffre d’affaires: $12,9 Md
Flux de trésorerie libre: −$2,5 Md
Marge opérationnelle: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Cours · 1 an

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Cours · 1 an

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANCES · NTRANatera Inc

Chiffre d’affaires: $2,3 Md
Flux de trésorerie libre: $109,1 M
Marge opérationnelle: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Cours · 1 an

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Cours · 1 an

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

FINANCES · ETREntergy Corp

Chiffre d’affaires: $12,9 Md
Flux de trésorerie libre: −$2,5 Md
Marge opérationnelle: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Cours · 1 an

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Cours · 1 an

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANCES · NTRANatera Inc

Chiffre d’affaires: $2,3 Md
Flux de trésorerie libre: $109,1 M
Marge opérationnelle: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Cours · 1 an

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Cours · 1 an

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

FINANCES · ETREntergy Corp

Chiffre d’affaires: $12,9 Md
Flux de trésorerie libre: −$2,5 Md
Marge opérationnelle: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Cours · 1 an

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Cours · 1 an

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANCES · NTRANatera Inc

Chiffre d’affaires: $2,3 Md
Flux de trésorerie libre: $109,1 M
Marge opérationnelle: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Cours · 1 an

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Cours · 1 an

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

COFCapital One Financial Corp

Cours · 1 an

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Cours · 1 an

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANCES · ETNEaton Corporation PLC

Chiffre d’affaires: $27,4 Md
Flux de trésorerie libre: $3,6 Md

FY 2025 · GFC

FITBFifth Third Bancorp

Cours · 1 an

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Cours · 1 an

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANCES · MMM3m Company

Chiffre d’affaires: $24,9 Md
Flux de trésorerie libre: $1,4 Md
Marge opérationnelle: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Cours · 1 an

COFCapital One Financial Corp

Cours · 1 an

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Cours · 1 an

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANCES · ETNEaton Corporation PLC

Chiffre d’affaires: $27,4 Md
Flux de trésorerie libre: $3,6 Md

FY 2025 · GFC

FITBFifth Third Bancorp

Cours · 1 an

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Cours · 1 an

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANCES · MMM3m Company

Chiffre d’affaires: $24,9 Md
Flux de trésorerie libre: $1,4 Md
Marge opérationnelle: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Cours · 1 an

COFCapital One Financial Corp

Cours · 1 an

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Cours · 1 an

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANCES · ETNEaton Corporation PLC

Chiffre d’affaires: $27,4 Md
Flux de trésorerie libre: $3,6 Md

FY 2025 · GFC

FITBFifth Third Bancorp

Cours · 1 an

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Cours · 1 an

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANCES · MMM3m Company

Chiffre d’affaires: $24,9 Md
Flux de trésorerie libre: $1,4 Md
Marge opérationnelle: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Cours · 1 an

HUMHumana Inc

Cours · 1 an

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANCES · FDXFedex Corp

Chiffre d’affaires: $94,7 Md
Flux de trésorerie libre: $5,1 Md
Marge opérationnelle: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Cours · 1 an

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Cours · 1 an

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANCES · MCKMckesson Corporation

Chiffre d’affaires: $403,4 Md
Flux de trésorerie libre: $5,7 Md
Marge opérationnelle: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Cours · 1 an

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Cours · 1 an

HUMHumana Inc

Cours · 1 an

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANCES · FDXFedex Corp

Chiffre d’affaires: $94,7 Md
Flux de trésorerie libre: $5,1 Md
Marge opérationnelle: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Cours · 1 an

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Cours · 1 an

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANCES · MCKMckesson Corporation

Chiffre d’affaires: $403,4 Md
Flux de trésorerie libre: $5,7 Md
Marge opérationnelle: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Cours · 1 an

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Cours · 1 an

HUMHumana Inc

Cours · 1 an

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANCES · FDXFedex Corp

Chiffre d’affaires: $94,7 Md
Flux de trésorerie libre: $5,1 Md
Marge opérationnelle: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Cours · 1 an

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Cours · 1 an

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANCES · MCKMckesson Corporation

Chiffre d’affaires: $403,4 Md
Flux de trésorerie libre: $5,7 Md
Marge opérationnelle: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Cours · 1 an

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Cours · 1 an

FINANCES · LRCXLam Research Corp

Chiffre d’affaires: $23,2 Md
Flux de trésorerie libre: $4,9 Md
Marge opérationnelle: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Cours · 1 an

GSGoldman Sachs Group Inc

Cours · 1 an

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANCES · IOTSamsara Inc - Class A

Chiffre d’affaires: $1,6 Md
Flux de trésorerie libre: $207,4 M
Marge opérationnelle: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Cours · 1 an

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Cours · 1 an

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANCES · IDXXIdexx Laboratories Inc

Chiffre d’affaires: $4,3 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 31,6 %

FY 2025 · GFC

FINANCES · LRCXLam Research Corp

Chiffre d’affaires: $23,2 Md
Flux de trésorerie libre: $4,9 Md
Marge opérationnelle: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Cours · 1 an

GSGoldman Sachs Group Inc

Cours · 1 an

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANCES · IOTSamsara Inc - Class A

Chiffre d’affaires: $1,6 Md
Flux de trésorerie libre: $207,4 M
Marge opérationnelle: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Cours · 1 an

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Cours · 1 an

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANCES · IDXXIdexx Laboratories Inc

Chiffre d’affaires: $4,3 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 31,6 %

FY 2025 · GFC

FINANCES · LRCXLam Research Corp

Chiffre d’affaires: $23,2 Md
Flux de trésorerie libre: $4,9 Md
Marge opérationnelle: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Cours · 1 an

GSGoldman Sachs Group Inc

Cours · 1 an

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANCES · IOTSamsara Inc - Class A

Chiffre d’affaires: $1,6 Md
Flux de trésorerie libre: $207,4 M
Marge opérationnelle: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Cours · 1 an

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Cours · 1 an

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANCES · IDXXIdexx Laboratories Inc

Chiffre d’affaires: $4,3 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 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

Cours · 1 an

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANCES · ECLEcolab Incorporated

Chiffre d’affaires: $16,1 Md
Flux de trésorerie libre: $1,9 Md
Marge opérationnelle: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Cours · 1 an

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Cours · 1 an

REPORT · ABT

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

1What the company does

2Why it matters now

FINANCES · MCOMoody`S Corp

Chiffre d’affaires: $7,7 Md
Flux de trésorerie libre: $2,6 Md
Marge opérationnelle: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Cours · 1 an

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

Cours · 1 an

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANCES · ECLEcolab Incorporated

Chiffre d’affaires: $16,1 Md
Flux de trésorerie libre: $1,9 Md
Marge opérationnelle: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Cours · 1 an

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Cours · 1 an

REPORT · ABT

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

1What the company does

2Why it matters now

FINANCES · MCOMoody`S Corp

Chiffre d’affaires: $7,7 Md
Flux de trésorerie libre: $2,6 Md
Marge opérationnelle: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Cours · 1 an

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

Cours · 1 an

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANCES · ECLEcolab Incorporated

Chiffre d’affaires: $16,1 Md
Flux de trésorerie libre: $1,9 Md
Marge opérationnelle: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Cours · 1 an

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Cours · 1 an

REPORT · ABT

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

1What the company does

2Why it matters now

FINANCES · MCOMoody`S Corp

Chiffre d’affaires: $7,7 Md
Flux de trésorerie libre: $2,6 Md
Marge opérationnelle: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Cours · 1 an

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

FINANCES · FCXFreeport-Mcmoran Inc

Chiffre d’affaires: $25,9 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Cours · 1 an

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Cours · 1 an

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANCES · LITELumentum Holdings Inc

Chiffre d’affaires: $3 Md
Flux de trésorerie libre: $300,1 M
Marge opérationnelle: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Cours · 1 an

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Cours · 1 an

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

FINANCES · FCXFreeport-Mcmoran Inc

Chiffre d’affaires: $25,9 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Cours · 1 an

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Cours · 1 an

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANCES · LITELumentum Holdings Inc

Chiffre d’affaires: $3 Md
Flux de trésorerie libre: $300,1 M
Marge opérationnelle: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Cours · 1 an

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Cours · 1 an

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

FINANCES · FCXFreeport-Mcmoran Inc

Chiffre d’affaires: $25,9 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Cours · 1 an

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Cours · 1 an

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANCES · LITELumentum Holdings Inc

Chiffre d’affaires: $3 Md
Flux de trésorerie libre: $300,1 M
Marge opérationnelle: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Cours · 1 an

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Cours · 1 an

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

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Lululemon Athletica (LULU) — Analyse boursière et financière

Lululemon Athletica

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