Coverage stock updates
Don’t forget, amongst the various features and valuation tools within the GrowthRater WebApp are regular commentary updates. Last month’s include the below:
Recent comment updates
| Date | Company | Event |
|---|---|---|
| 11/08/2026 | Middleby Corp | Q2 FY26 update: Flipping the script from failed acquistions to dismemberment - a lot of huf and puff, but with little to show for it all! |
| 06/08/2026 | Diageo | FY26 update: US tequila hangover and Gen Z aren't 'drinkers' |
| 06/08/2026 | Howmet Aerospace Inc | Q2 FY26 update: Surfing with a favourable tide in turbine blade demand |
| 06/08/2026 | ResMed Inc | Q4 FY26 update: Correction following the pre-results rally probably well deserved |
| 06/08/2026 | Rational AG | Q2 FY26 update: Not expensive, but a little limp, excluding the unexpected IEEPA tariff refund |
| 06/08/2026 | Japan Elevator Service Holdings Co Ltd | Q1 FY27 update: A still appealing equity narrative at a discounted price |
| 04/08/2026 | DuPont de Nemours Inc | Q2 FY26 update: For all the portfolio changes, we're left with a +MSD organic sales trajectory a sub 10% CROIC and an indeterminant FCF conversion! |
| 04/08/2026 | Bayer | Q2 FY26 update: Supreme Court provides cover for the EPA and glyphosate |
| 04/08/2026 | Advanced Micro Devices Inc | Q2 FY26 update: Sequential revenue build continues as AMD joins in the AI stampede |
| 04/08/2026 | BP | Q2 FY26 update: Disappointing OpEx effiency to fuly exploit the current oil price and refining margin bonanza |
| 04/08/2026 | MonotaRO Co Ltd | Q2 FY26 update: Another beat, albeit strangely under-whelming. Unfinished business for WW Grainger? |
| 04/08/2026 | DT. Lufthansa | Q2 FY26 update: Mkts may focus on the Gulf flare-up, but the real war remains with the EU/Net-Zero agenda |
| 04/08/2026 | WW Grainger Inc | Q2 FY26 update: Tariff refund distortions |
| 03/08/2026 | Marriott International Inc | Q2 FY26 update: W-Cup tailwind on N.Am Ops - no major red flags on loyalty programme |
| 31/07/2026 | IES Holdings Inc | Q3 FY26 update: "There's gold in them thar AI hills", or at least in selling the shovels |
| 30/07/2026 | Universal Music Group NV | H1 FY26 update: FX mismatch and a modest ROIC on recent Downtown acquisition |
| 30/07/2026 | Rentokil Initial | H1 FY26 update: Under-whelming outlook/progress by new CEO - honeymoon period over |
| 30/07/2026 | Rentokil Initial (ADS) | H1 FY26 update: Under-whelming outlook/progress by new CEO - honeymoon period over |
| 28/07/2026 | The Coca-Cola Co | Q2 FY26 update: FIFA tailwinds, albeit those are now in the past |
| 28/07/2026 | bioMerieux SA | H1 FY26 update: Q1 shortfall recouped in Q2 as expected, while u/c FY26 guidance implies recovery sustained into Q3 |
| 27/07/2026 | Vodafone Group | FY26 update: Superficially attractive until one sees the true underlying growth and where this comes from |
| 23/07/2026 | BT Group | Q1 FY27 update : Tinkering around the edges while managing decline on the core domestic legacy telco business |
| 22/07/2026 | Ipsos | H1 FY26 update: Uncompelling |
| 22/07/2026 | Reach | H1 FY26 update: Managed decline |
| 22/07/2026 | Akzo Nobel | Q2 FY26 update: Gulf conflict and oil price rises threaten to reverse last year's margin tailwinds from lower feedstock prices |
| 22/07/2026 | Alphabet Inc. A voting shares | Q2 FY26 update: Riding the initial AI demand curve, albeit the ROIC and valuation models remain sensitive to future China pricing strategies |
| 22/07/2026 | AT&T | Q2 FY26 update: Still chugging along with +LSG growth, but what happens when Starlink connects directly to mobiles in a couple of years? |
| 21/07/2026 | General Motors Co | Q2 FY26 update: Messy extraction from EVs and still politically sensitive |
| 21/07/2026 | MONY Group Plc | H1 FY26 update : The law of diminishing returns |
| 21/07/2026 | Compass Group ADR | Q FY26 IMS (sales) update: Riding the whirlwind |
| 20/07/2026 | Ryanair Holdings | Q1 FY27 update: Short term turbulence, as expected, albeit an opportunity to glean some additional market share from its competitive edge |
| 16/07/2026 | Publicis Groupe | H1 FY26 update: Can you reconcile the missing -€2.1bn from the H1 cash flow statement? |
| 16/07/2026 | Diploma Plc | Q3 FY26 IMS (sales) update: Another upgrade as Controls continue to ride the current AI data center expansion |
| 07/07/2026 | ITV | Sky offer details: Proposed spin-off of legacy broadcast operations from content origination is an admission of massive strategy failure |
| 02/07/2026 | S&P Global Inc | Mobility spin-out update: Exit multiples imply markets are already discounting for a cyclical peak |
| 29/06/2026 | BT Group | Folding the Intl Ops into a JV with Verizon: Tinkering around the edges while managing decline on the core domestic legacy telco business |
| 24/06/2026 | DuPont de Nemours Inc | 1 for 3 share consolidation update: For all the portfolio changes, we're left with a +LSD organic sales trajectory a sub 10% CROIC and an indeterminant FCF conversion! |
| 23/06/2026 | Carnival Corp | Q2 FY26 update: Iran/US peace beneficiary, albeit cheap PER masks poor real CROIC and value accretion |
| 23/06/2026 | Fedex Corp | Q4 FY26 update: Beneficiary of a possible Guilf peace settlement, albeit already fairly reflected in the price |
| 19/06/2026 | Air Products and Chemicals, Inc | FY26 update: Hoping the AI driven demand proves more sustainable than 'green' hydrogen |
| 17/06/2026 | BMW | FY26 guidance cut: Unsurprising, albeit background noise to the bigger issue of EU/UK net zero fixation |
| 10/06/2026 | DCC Plc | Offer update: Deadline for firm offer extended to 8 July, but with board "minded to recommend" sweetened indicative offer of £65.25 ps, the end seems nigh! |
| 21/05/2026 | TJX Companies Inc | Q1 FY27 update: Another solid beat against both guidance and a softening retail environment |
| 21/05/2026 | BT Group | FY26 update: Managed decline |
| 20/05/2026 | Marks & Spencer Group PLC | FY26 update: Back to normality by Q4 after the Q2 cyber attack, albeit it may need more time to expunge the somewhat accident prone online record |
| 20/05/2026 | Experian | FY26 update: Well supported rating and trading trajectory into FY27 |
| 20/05/2026 | Howmet Aerospace Inc | Q1 FY26 update: Strong momentum from AI investment surge, albeit well understood by markets. |
| 20/05/2026 | NVIDIA Corporation | Q1 FY27 update: Still leveraging is early mover advantage supplying the weapons for emerging AI war |
| 19/05/2026 | Diploma Plc | H1 FY26 update: Another upgrade as Controls rides the current AI data center expansion |
| 19/05/2026 | DCC Plc | FY26 update: Struggling renewables and Acq ROIC may limit price expectations on a possible firm offer from Energy Capital/KKR |
| Date | Company | Event |