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Everything Stocknote has published on Earnings Beat: 4 research articles covering 4 companies across 4 categories. The latest piece was published on November 1, 2026.
Intel beat its Q3 EPS guide with $0.52, but foundry lost $1.9B on $411M of external revenue and Q4 EPS is guided to $0.25.
Visa beat estimates and raised its dividend 16%, but client incentives grew 21%, costs matched revenue growth, and free cash flow rose 2% on 17% profit growth.
Kinder Morgan beat Q1 2026 EPS by 41% on LNG feed gas deliveries and data-center-driven power demand — not cold weather. With 10+ Bcf/day of power projects under development, a $10.1B contracted backlog, and a Moody’s credit upgrade, KMI is re-rating toward regulated utility multiples.
General Mills’ Q4 FY2026 adjusted EPS beat consensus by 15.9% and the company launched a $3B cumulative cost savings program — both buried under a $2.1B non-cash goodwill impairment. The real business is inflecting positively; the GAAP headline is accounting noise.
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