Company reports
Mastercard Incorporated (MA): High cash generation with expanding capital productivity profile
Comcast Corporation (CMCSA): Rising cash generation with moderated investment and leverage
Meta Platforms, Inc. (META): Scale expansion with rising margins and cash conversion
Alphabet Inc. (GOOGL): Margin expansion and cash generation from operating leverage
Eli Lilly and Company (LLY): Margin expansion with rising operating efficiency and returns
Equinix, Inc. (EQIX): Rising revenue with pressured margins and cash conversion
Microsoft Corporation (MSFT): Scale expansion with rising operating and cash efficiency
Verizon Communications Inc. (VZ): Margin-focused earnings expansion with steady cash generation
UnitedHealth Group Incorporated (UNH): Margin compression amid elevated cash generation and leverage
The Sherwin-Williams Company (SHW): Margin expansion amid softer cash conversion and reinvestment
