Company reports
Valero Energy Corporation (VLO): Elevated leverage alongside improving capital return profile
PulteGroup, Inc. (PHM): Cash generation resilience amid margin and earnings compression
International Paper Company (IP): Revenue expansion with deteriorating earnings and cash conversion
Thermo Fisher Scientific Inc. (TMO): Rising leverage and acquisitions reshape capital structure profile
Blackstone Inc. (BX): Capital-light asset manager with widening margin structure
The Hartford Financial Services Group, Inc. (HIG): Margin expansion with rising capital productivity and stability
Mastercard Incorporated (MA): High cash generation with shareholder-focused capital deployment
Deckers Outdoor Corporation (DECK): Margin expansion with steady cash generation and returns
Nasdaq, Inc. (NDAQ): Margin expansion driven by sharply leaner cost structure
Honeywell International Inc. (HON): Cash generation resilience amid softer margins and returns
