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Generac Q2 Earnings Call HighlightsPhoto, wide shot, wide-angle lens,  Coal company, neutral atmosphere, photo by Galina Stepanova: https://img.theapi.app/temp/0e838f13-fa33-4583-92e9-bf3375dacf70.png
Generac Q2 Earnings Call Highlights

Key Points

Buy 2 Top-Ranked Beaten-Down AI-Led EMS Stocks Amid Solid Price UpsidePhoto, wide shot, wide-angle lens,  Data analytics provider, Midday, harsh overhead sunlight, directional sunlightt, photo by Ansel Adams: https://img.midjourneyapi.xyz/temp/d1295d04-cceb-4f1c-be2b-32ca46621336.png
Buy 2 Top-Ranked Beaten-Down AI-Led EMS Stocks Amid Solid Price Upside

Artificial intelligence (AI) infrastructure spending is reshaping the electronics manufacturing services (EMS) landscape as cloud providers and enterprises expand data center capacity. Demand for

Quest Diagnostics Growth Drivers Investors Should Watch Now in 2026
Quest Diagnostics Growth Drivers Investors Should Watch Now in 2026

Quest Diagnostics Incorporated DGX is combining broad testing demand, wider payer access, advanced diagnostics and partnership-led expansion to support revenue growth in 2026.

For investors, the key

DXC Technology Q1 Earnings Call HighlightsPhoto, wide shot, wide-angle lens,  Gold mine, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://img.midjourneyapi.xyz/temp/94faf2bd-99c1-4ea6-b55d-fdcab23c3865.png
DXC Technology Q1 Earnings Call Highlights

DXC Technology (NYSE:DXC) reported first-quarter fiscal 2027 revenue of $3 billion, down 6.7% year over year, while executives said the company is pursuing an AI-led strategy intended to stabilize

How Thermo Fisher Is Riding Bioproduction and AI-Led Growth TrendsPhoto, wide shot, wide-angle lens,  Computer hardware manufacturer, sunset photo at golden hour, photo by Art Wolfe: https://img.midjourneyapi.xyz/temp/7835e381-fcae-4834-ba93-4708292dc055.png
How Thermo Fisher Is Riding Bioproduction and AI-Led Growth Trends

Thermo Fisher Scientific TMO is building around three growth forces in life sciences: biologic-drug manufacturing, AI-enabled workflows and closer customer collaboration.

These themes can support

Amazon Stock Soars After AWS-Led Q2 Beat: ETFs in Focus
Amazon Stock Soars After AWS-Led Q2 Beat: ETFs in Focus

On July 30, Amazon AMZN came out with second-quarter earnings of $1.88 per share, beating the Zacks Consensus Estimate of $1.83 per share and year-ago level of earnings of $1.68 per share. The

UIS Q2 Earnings Call Highlights AI-Led Growth PushPhoto, wide shot, wide-angle lens,  Computer hardware manufacturer, sunset photo at golden hour, photo by Thomas Heaton: https://img.midjourneyapi.xyz/temp/a130cb51-4ded-41be-b600-b83e2078ad65.png
UIS Q2 Earnings Call Highlights AI-Led Growth Push

Unisys Corporation UIS used its second-quarter 2026 earnings call to emphasize stronger new business activity, AI-driven solutions and improving client engagement while maintaining its full-year

PTC's AI-Led Lifecycle Strategy Reshapes Its Long-Term Growth OutlookPhoto, wide shot, wide-angle lens,  Networking equipment supplier, sunset photo at golden hour, photo by Marc Adamus: https://img.midjourneyapi.xyz/temp/66e3509e-f4c6-4a7b-8e88-53fcc02cf17f.png
PTC's AI-Led Lifecycle Strategy Reshapes Its Long-Term Growth Outlook

PTC Inc. PTC is narrowing its software story around product data, lifecycle workflows and AI-enabled engineering after divesting Kepware and ThingWorx.

The sharper focus raises a central investor

XPO Q2 Earnings Call HighlightsPhoto, wide shot, wide-angle lens,  Coal company, neutral atmosphere, photo by Galina Stepanova: https://img.theapi.app/temp/0e838f13-fa33-4583-92e9-bf3375dacf70.png
XPO Q2 Earnings Call Highlights

XPO (NYSE:XPO) reported record second-quarter results, led by growth in its North American less-than-truckload business, higher pricing and productivity

MTD Second Quarter Earnings Beat Estimates on China-Led Sales Growth
MTD Second Quarter Earnings Beat Estimates on China-Led Sales Growth

Mettler-Toledo International MTD reported second-quarter 2026 adjusted earnings of $11.46 per share, which beat the Zacks Consensus Estimate of $10.78 by 6.31%. Adjusted earnings increased 14% year

Rivian Q2 Earnings Call Spotlights R2 Ramp and Margin PathPhoto, wide shot, wide-angle lens, soft focus,  Car rental company, sunset photo at golden hour, photo by Art Wolfe: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-Ew7cRec38UnlyYzs41FVEri5.png?st=2023-12-29T14%3A03%3A41Z&se=2023-12-29T16%3A03%3A41Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-12-29T15%3A03%3A25Z&ske=2023-12-30T15%3A03%3A25Z&sks=b&skv=2021-08-06&sig=vZPI3wL5I%2BC5Zknik6hYtwmYdTdsE1ct/DM1evRA8EI%3D
Rivian Q2 Earnings Call Spotlights R2 Ramp and Margin Path

Rivian Automotive, Inc. RIVN framed the second quarter of 2026 as the start of its R2-led growth phase, with early demand running ahead of internal expectations.

The call also centered on

TER Q2 Earnings Call Centers on AI-Led Multiyear GrowthPhoto, wide shot, wide-angle lens,  Semiconductor company, sunset photo at golden hour, photo by Art Wolfe: https://img.midjourneyapi.xyz/temp/92ce44e9-64c7-4458-9a95-b706ed510490.png
TER Q2 Earnings Call Centers on AI-Led Multiyear Growth

Teradyne, Inc. TER used its second-quarter 2026 earnings call to position record results as part of a multiyear AI-driven expansion. Management linked demand across its businesses to the data center

Should You Buy Generac as Data Center Growth Tests Its Valuation?Photo, wide shot, wide-angle lens,  Janitorial service, Midday, harsh overhead sunlight, directional sunlightt, photo by Ansel Adams: https://img.midjourneyapi.xyz/temp/4d4e885c-79e9-4b8f-bd91-e9721cd7c2e9.png
Should You Buy Generac as Data Center Growth Tests Its Valuation?

Generac Holdings Inc. GNRC is entering a faster-growth phase as commercial and industrial (C&I) demand, led by data centers, expands. Second-quarter results and improving earnings expectations

Palantir Technologies Q2 Earnings Call HighlightsPhoto, wide shot, wide-angle lens,  Coal company, neutral atmosphere, photo by Galina Stepanova: https://img.theapi.app/temp/0e838f13-fa33-4583-92e9-bf3375dacf70.png
Palantir Technologies Q2 Earnings Call Highlights

Key Points

GRAB Q2 Earnings Call Focuses on Fintech Profitability and Growth
GRAB Q2 Earnings Call Focuses on Fintech Profitability and Growth

Grab Holdings Limited GRAB used its second-quarter 2026 earnings call to emphasize transaction-led growth, stronger engagement and expanding operating leverage. Management raised full-year guidance

PLOW Q2 Earnings Call Details Preseason-Led Outlook Raise
PLOW Q2 Earnings Call Details Preseason-Led Outlook Raise

Douglas Dynamics, Inc. PLOW used its second-quarter 2026 earnings call to frame stronger attachment demand as the main driver of another outlook increase, while keeping expectations for Work Truck

ON Q2 Earnings Call Signals AI-Led Demand and Margin LiftPhoto, wide shot, wide-angle lens,  Software company, sunset photo at golden hour, photo by Marc Adamus: https://img.theapi.app/temp/9d624ad0-0157-4808-b12c-caf136345180.png
ON Q2 Earnings Call Signals AI-Led Demand and Margin Lift

ON Semiconductor Corporation ON used its second-quarter 2026 earnings call to emphasize AI data center demand, tighter supply and operating leverage from higher factory utilization.

CEO Hassane

ONTO Pre-Q2 Earnings: Buy the Stock Amid AI-Led Demand & HBM Momentum?: https://staticx-tuner.zacks.com/images/articles/main/07/175063.webp
ONTO Pre-Q2 Earnings: Buy the Stock Amid AI-Led Demand & HBM Momentum?

Onto Innovation ONTO is set to report earnings for the second quarter of 2026 on Thursday, after the closing bell.

The Zacks Consensus Estimate for second-quarter earnings per share (EPS) is pinned