Company reports
Delta Air Lines, Inc. (DAL): Earnings rebound driven by leaner cost structure
Jabil Inc. (JBL): Margin compression amid resilient cash generation and conversion
Constellation Brands, Inc. (STZ): Cash generation resilience amid compressed earnings profile
Cintas Corporation (CTAS): Margin structure strengthening through scale and route efficiency
FactSet Research Systems Inc. (FDS): Cash-generative model with stable margin structure
NIKE, Inc. (NKE): Margin compression and cash generation under revenue pressure
Darden Restaurants, Inc. (DRI): Cash generation with stable margin and return profile
Paychex, Inc. (PAYX): Acquisition-driven expansion with shifting leverage and return profile
Conagra Brands, Inc. (CAG): Margin recovery and return profile improvement amid softer revenue
Carnival Corporation & plc (CCL): Improving return profile with moderating leverage posture
