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Everything Stocknote has published on Earnings Quality: 17 research articles covering 17 companies across 6 categories. The latest piece was published on November 1, 2026.
Comcast's Q3 Peacock EBITDA improved $478M and drove media profit, but broadband lost 144K customers, free cash flow fell 14.8% and buybacks are suspended before a proposed separation.
Danaher's Q3 core sales rose 3% and adjusted EPS 11.5%, but a swing in income tax supplied about 81% of the net earnings increase, and respiratory testing sales fell about 30%.
Honeywell's Q3 adjusted EPS rose 34% while GAAP EPS fell 20% and operating cash flow fell 74%; lower corporate costs explain about 71% of the segment profit increase.
GE Aerospace's Q3 orders rose 49% and adjusted EPS 36%, but free cash flow fell 14%, and the raised 2026 guide implies Q4 operating profit and EPS below Q3.
Intuitive Surgical's Q3 revenue rose 22% and procedures about 15%, but a $450M settlement cut GAAP EPS 24% while non-GAAP EPS rose 25%, and Q3 buybacks were 2.8 times non-GAAP net income.
UPS revenue rose 6.7% in Q3 but adjusted operating margin fell to 9.0% from 10.0%, U.S. volume fell 3.3%, and Supply Chain Solutions adjusted profit fell 49% on 18% revenue growth.
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