Company reports
Welltower Inc. (WELL): Expanding healthcare REIT with rising cash conversion
Philip Morris International Inc. (PM): Smoke-free mix expansion with rising cash conversion
Union Pacific Corporation (UNP): Margin-focused rail network with rising cash conversion
The Coca-Cola Company (KO): Rising revenue with weakening cash conversion and returns
Tesla, Inc. (TSLA): Heavy AI and factory investment reshapes cash deployment
Newmont Corporation (NEM): Margin recovery with renewed cash generation and balance sheet
SLB N.V. (SLB): Cash generation supporting reinvestment and shareholder return focus
GE Vernova Inc. (GEV): Margin and cash recovery with improving cost structure
Johnson & Johnson (JNJ): Cash generation and internal funding amid elevated reinvestment
Netflix, Inc. (NFLX): Expanding margins and returns from rising operating efficiency
