Week of July 27–31, 2026
Earnings Week Jul 27–31: AstraZeneca, Nucor, F5
AstraZeneca led the pack with a 5.2% EPS beat, while Nucor and F5 posted surprise gains of 5.91% and 26.97% respectively, driving a 16‑beat, 4‑miss week across the market.
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The Week At A Glance
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Earnings Scorecard
| Company | Ticker | Time | EPS Est | EPS Actual | Result | Stock | Watch |
|---|---|---|---|---|---|---|---|
 AstraZeneca PLC | AZN | TBD | $2.50 | $2.63 | ✓ Beat | +1.9% | |
 Welltower Inc. | WELL | TBD | $1.55 | $1.60 | ✓ Beat | -3.4% | |
 Cadence Design Systems, Inc. | CDNS | TBD | $1.62 | $1.58 | ✗ Miss | +5.7% | |
 Nucor Corporation | NUE | TBD | $4.57 | $4.84 | ✓ Beat | +7.3% | |
 Celestica, Inc. | CLS | TBD | $2.12 | $2.41 | ✓ Beat | +14.7% | |
 Cincinnati Financial Corporation | CINF | TBD | $1.82 | $1.43 | ✗ Miss | -0.1% | |
 F5, Inc. | FFIV | TBD | $3.04 | $3.86 | ✓ Beat | +2.9% | |
 Principal Financial Group Inc | PFG | TBD | $2.33 | $2.50 | ✓ Beat | +4.3% | |
 Brown & Brown, Inc. | BRO | TBD | $1.08 | $1.07 | ✗ Miss | +8.9% | |
 Telefonica Brasil S.A. | VIV | TBD | $0.23 | $0.19 | ✗ Miss | -6.4% | |
 Sun Communities, Inc. | SUI | TBD | $1.76 | $1.84 | ✓ Beat | +1.9% | |
 UDR, Inc. | UDR | TBD | $0.63 | $0.64 | ✓ Beat | -1.5% | |
 Universal Health Services, Inc. | UHS | TBD | $5.66 | $5.98 | ✓ Beat | +6.7% | |
 Amkor Technology, Inc. | AMKR | TBD | $0.47 | $0.70 | ✓ Beat | -29.7% | |
 The Ensign Group, Inc. | ENSG | TBD | $1.63 | $1.72 | ✓ Beat | +5.9% | |
 Rambus, Inc. | RMBS | TBD | $0.58 | $0.64 | ✓ Beat | -8.6% | |
 Sanmina Corporation | SANM | TBD | $2.31 | $2.86 | ✓ Beat | -17.3% | |
 TFI International Inc. | TFII | TBD | $1.59 | $1.85 | ✓ Beat | -1.8% | |
 TIM S.A. | TIMB | TBD | $0.37 | $0.43 | ✓ Beat | -7.1% | |
 Element Solutions Inc. | ESI | TBD | $0.43 | $0.47 | ✓ Beat | -2.5% |
The week of July 27–31 delivered a roller‑coaster of results, with 16 of 20 companies beating estimates and four missing the mark. AstraZeneca topped the headlines, delivering $2.63 EPS versus $2.50 expectations, a 5.2% surprise that reinforced its defensive pharma narrative. Meanwhile, semiconductor and tech‑hardware names such as F5, Inc. and Amkor Technology posted eye‑popping beats of 26.97% and 48.94%, highlighting the ongoing demand for data‑center infrastructure.
Companies to Watch
AstraZeneca PLC (AZN)
With a 5.2% EPS beat, AstraZeneca reaffirmed its pricing power amid a competitive oncology pipeline. Investors will focus on upcoming FDA decisions and the company’s Q3 guidance, which could set the tone for the broader healthcare sector.
Nucor Corporation (NUE)
Nucor’s 5.91% beat was driven by higher steel prices and improved utilization. The steelmaker’s outlook hinges on construction activity and potential tariff adjustments, making it a bellwether for industrial demand.
F5, Inc. (FFIV)
F5 delivered a 26.97% surprise, reflecting strong demand for application delivery controllers as cloud migration accelerates. Watch for guidance on its AI‑enabled security suite, which could fuel next‑quarter growth.
Key Themes
- Technology and semiconductor firms continued to outperform, with multiple beats above 20% indicating robust demand for data‑center and networking equipment.
- Healthcare and industrials showed mixed results; while AstraZeneca and Nucor beat, Cincinnati Financial and Telefonica Brasil missed, underscoring sector‑specific volatility.
- Consumer‑focused and insurance names lagged, highlighted by misses from CINF and BRO, suggesting pressure on discretionary spending and underwriting cycles.
What to Watch Next Week
Analysts are turning attention to Space Exploration Technologies (SPCX), Eli Lilly (LLY), Advanced Micro Devices (AMD), Palantir Technologies (PLTR), Merck (MRK) and Caterpillar (CAT) as the next wave of earnings could reshape sentiment across aerospace, biotech, chips, AI, pharma and heavy equipment.
Frequently Asked Questions
Did AstraZeneca beat Q2 2026 earnings?
Yes, AstraZeneca reported $2.63 EPS versus the $2.50 estimate, a 5.2% surprise, marking a beat for the quarter.
Did Nucor miss Q2 2026 earnings?
No, Nucor beat expectations, posting $4.84 EPS against the $4.57 estimate, a 5.91% positive surprise.
Did F5 beat Q2 2026 earnings?
Yes, F5 delivered $3.86 EPS compared with the $3.04 estimate, resulting in a 26.97% beat.
Did Cincinnati Financial miss Q2 2026 earnings?
Yes, Cincinnati Financial posted $1.43 EPS versus the $1.82 estimate, a 21.43% miss.
Did Amkor Technology beat Q2 2026 earnings?
Yes, Amkor reported $0.70 EPS against the $0.47 estimate, a 48.94% surprise.
Did Telefonica Brasil miss Q2 2026 earnings?
Yes, Telefonica Brasil recorded $0.19 EPS versus the $0.23 estimate, a 17.39% miss.
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