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Martin Marietta delivered record third-quarter revenue and adjusted EBITDA after completing its US$12.9 billion Lhoist North America combination. But GAAP earnings fell sharply, while higher debt and softer heritage operations leave the acquisition’s next phase to prove its value.

Kraft Heinz reported falling third-quarter sales, profit and volumes, but raised the low end of its full-year organic sales outlook. The company also lifted its adjusted EPS range while leaving its sharply lower adjusted operating income forecast unchanged.

Emerson delivered a stronger fiscal 2026 finish, with fourth-quarter sales up 7%, GAAP earnings per share up 24% and free cash flow up 9%. The industrial automation group also raised its dividend and outlined roughly 5% growth for fiscal 2027.

CVS Health plans to separate its healthcare solutions and retail pharmacy businesses by the first half of 2028, while raising its 2026 earnings and cash-flow targets. The announcement came alongside stronger third-quarter results, though management flagged elevated cost trends and potential macroeconomic pressure.

Keurig Dr Pepper delivered a sharp third-quarter sales and adjusted earnings lift, helped by the newly acquired JDE Peet’s coffee business and a US$99 million tariff refund. The company reaffirmed its 2026 targets while carrying substantial acquisition-related debt and integration work.

ADM delivered a sharp year-on-year increase in third-quarter earnings and raised its full-year adjusted EPS guidance, helped by stronger North American biofuels conditions. The company also cut its projected 2026 capital spending range, while warning that policy, trade and market factors remain fluid.

Sysco delivered modest underlying growth in fiscal Q1 2027 and kept its adjusted EPS and local volume targets intact, while shifting full-year sales expectations to the lower end of its existing range. The quarter also brought a permanent CFO appointment as the company prepares for the proposed Jetro Restaurant Depot acquisition.

Clorox delivered a sharp first-quarter rebound, helped by the GOJO acquisition and an easier comparison after last year’s ERP-related inventory drawdown. But rising commodity, manufacturing and logistics costs have pushed its full-year margin assumptions lower, with adjusted earnings now expected nearer the bottom of the unchanged range.

Loews Corporation (NYSE:L) reported third-quarter net income of US$306 million, down 39% from a year earlier, after CNA’s long-term care reserve review cut attributable earnings by US$125 million. Stronger hotel performance and share buybacks offered some support, but CNA’s underwriting trends remain a central concern.

hummgroup delivered 13.7% volume growth in the first quarter while holding group margins steady and improving cost efficiency. The more consequential move was a decision to exit its loss-making Canadian business, although the method, timing and one-off costs remain unresolved.

ResMed has delivered a stronger first quarter for fiscal 2027, with revenue up 6% to US$1.415 billion and net income rising 20% to US$418 million. The headline result was helped by a preliminary gain on the MatrixCare sale, while the core Sleep and Breathing Health business continued to expand.

Reece delivered 4.3% sales growth in the first quarter of FY27, powered by a 12.8% increase across Australia and New Zealand. The US remained subdued, while management flagged a cautious view of the second half.