Feb. 10 at 1:19 PM
📊 Earnings check-in: mixed bag from
$KO,
$DUK, and
$FI.
🥤 Coca-Cola (
$KO) beat EPS (
$0.58 vs
$0.56) but missed on revenue (
$11.8B vs
$12.0B). Currency headwinds and a BODYARMOR impairment weighed, though volumes still grew and Coke gained share globally. 2026 outlook calls for 4–5% organic revenue growth and solid free cash flow.
⚡ Duke Energy (
$DUK) quietly delivered. EPS and revenue both topped estimates as infrastructure spending and customer growth offset higher costs. Management reiterated long-term EPS growth of 5–7% through 2030, signaling steady, utility-style consistency.
💳 Fiserv (
$FI.X) beat EPS (
$1.99 vs
$1.92) despite a tiny revenue miss. Efficiency gains and acquisitions helped cushion macro and FX noise. For 2026, guidance was cautious: 1–3% organic revenue growth and EPS of
$8.00–
$8.30.
Not a blowout quarter, but not a disaster either. Just three very different businesses navigating 2026 in their own lanes.