2026 Earnings

• A. O. Smith Corporation (NYSE:AOS) reported first-quarter 2026 earnings per share that fell short of analyst expectations on April 30, with China market headwinds cited as a key factor in the miss. • The water heater and treatment systems manufacturer faced margin pressure and demand challenges in its largest growth market, impacting overall profitability. • The earnings miss signals broader challenges for U.S. manufacturers with significant China exposure amid ongoing trade tensions and slowing regional growth.

• KeyCorp posted stronger Q1 2026 results with noninterest income up 8.2% year-over-year to $723 million, led by double-digit growth in investment banking, trust and investment services, and service charges. • The Consumer Bank earned $173 million and the Commercial Bank $451 million, both higher than prior year, while noninterest expenses rose 4.4% to $1.18 billion from increased personnel and technology spending. • Credit quality remained controlled with a provision for credit losses of $106 million, down from $118 million, and KeyCorp maintained a strong Common Equity Tier 1 capital ratio of 11.4%.

Companies are now seeking refunds on tariffs after supreme court ruled Trump’s emergency levies were illegalSign up for the Breaking News US email to get newsletter alerts in your inboxGeneral Motors is expecting a $500m tariff refund after the US supreme court struck down some of Donald Trump’s most sweeping levies.That has boosted the Detroit automaker’s outlook for 2026. On Tuesday, GM said it’s now looking to rake in $13.5bn-$15.5bn in earnings before interest and taxes this year – up from previous forecasts of $13bn-$15bn. Continue reading...

• Amazon posted stronger-than-expected Q1 2026 earnings Wednesday, with net income reaching $8.3 billion and revenue climbing 18% year-over-year to $147 billion, driven by robust AWS cloud services demand. • AWS revenue grew 22% annually to $28.4 billion, outpacing analyst expectations and demonstrating the resilience of enterprise cloud spending despite macroeconomic uncertainties. • Management raised full-year 2026 revenue guidance to $625 billion, representing 14% growth, citing continued momentum in cloud computing and advertising as key tailwinds for sustained profitability.

• Comtech Telecommunications Corp., a U.S.-based provider of satellite, NG911, and cloud-native tech, will release Q2 fiscal 2026 results after market close on March 16, 2026. • Leadership will host a conference call at 4:30 p.m. ET, with live webcast on comtech.com and dial-in options including (800) 225-9448. • Replay available through March 30 via (800) 839-1198, covering operations, trends in mission-critical communications for government and commercial clients.