FactSet Research Systems Inc.

FDS Q3 2026

Reported: 2026-07-03

FactSet’s Q3 results outperformed expectations, driving an 8.7% stock gain, bolstered by accelerating organic subscription value growth, expanding AI adoption, and improving sales productivity.

Key takeaways

Organic Annual Subscription Value (ASV) grew 7.1% to $2.48 billion, marking the fifth consecutive quarter of acceleration.
Adjusted operating margin was 34%, reflecting continued investments rather than margin expansion.
Adjusted diluted EPS increased 6.1% to $4.53 year-over-year.
AI adoption is gaining traction with over 90% of top 50 clients using four or more AI solutions, correlating with 50% higher ASV growth among these clients.
Commercial excellence initiatives led to a 15% increase in pipeline conversion and a 27% improvement in win rates, with 76% of new ASV coming from new business.

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General Mills, Inc.

GIS Q4 2026

Reported: 2026-07-03

General Mills shares rose 8.0% following an earnings release that highlighted a successful transition from price-driven to innovation-led growth strategies and delivered encouraging improvements in household penetration and base volume.

Key takeaways

Fiscal 2026 marked the completion of a base price reset across a significant portion of the portfolio, establishing a stronger pricing foundation.
The company saw an increase in household penetration and pound share in the natural and organic retail (NAR) channel for the first time in years.
Fiscal 2027 priorities include driving top-line growth through innovation, renovation, and enhanced brand remarkability across key brands like Cheerios, Blue Buffalo, Häagen-Dazs, and Annie’s.
Management expects $750 million in cost savings for fiscal 2027 out of a targeted $3 billion over four years, supporting margin expansion amidst ongoing inflationary pressures.
Consumer behavior remains pressured and value-oriented, with continued emphasis on benefits that matter such as functional nutrition and bold flavors, indicating cautious but optimistic outlook.

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Constellation Brands, Inc.

STZ Q1 2027

Reported: 2026-07-03

Shares declined 1.2% following Q1 results as investors reacted to continued volatility in consumer demand and a cautious near-term outlook, dampening enthusiasm despite stable brand momentum.

Key takeaways

The quarter was marked by a volatile consumer environment, with strong performance in March offset by softer trends in April and May, reflecting uneven discretionary spending.
Management noted a modest reacceleration in June consumption trends as gas prices moderated but stopped short of signaling a full recovery to earlier growth levels.
Corona continues to be a key brand with strong distribution and consumer appeal; Corona non-alcohol posted strong double-digit growth and ranks #4 in its category.
No explicit guidance changes were announced, but comments highlighted ongoing caution given macroeconomic volatility and the need for disciplined investment in evolving consumer spaces.
Focus remains on leveraging consumer insights, commercial execution, and innovation to sustain brand relevance and growth across core and emerging categories.

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Earnings Recaps

FactSet Research Systems Inc.

General Mills, Inc.

Constellation Brands, Inc.

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Earnings Recaps

FactSet Research Systems Inc.

General Mills, Inc.

Constellation Brands, Inc.

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