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Kept & Broken · Week of 2026-08-10 – 2026-08-16

The week in say-do

7 kept · 1 broken · 8 other this week.

Widest say-do gap

TRMB — GAAP earnings per share of $0.38 to $0.42

Biggest kept streak this week: COHR (1 kept).

Kept

  • KEPT
    COHR · COHERENT CORP.

    Revenue for the fourth quarter of fiscal 2026 is expected to be between $1.91 billion and $2.05 billion.

  • KEPT
    WDC · WESTERN DIGITAL CORP

    we expect revenues of $3.65 billion

  • BEAT
    TRMB · TRIMBLE INC.

    Trimble expects to report revenue between $938 million and $963

  • KEPT
    NUE · NUCOR CORP

    Nucor had approximately $2.32 billion remaining authorized and available for repurchases under its share repurchase program

  • BEAT
    WAT · WATERS CORP /DE/

    Total Company reported revenue for the second quarter of 2026 is expected to be in the range of $1.616 billion to $1.631 billion.

  • KEPT
    CAH · CARDINAL HEALTH INC

    Baseline share repurchases $500M

  • KEPT
    VST · Vistra Corp.

    Vistra expects to spend at least $2.25 billion on share repurchases throughout 2024 and 2025

Broken

  • MISSED
    TRMB · TRIMBLE INC.

    GAAP earnings per share of $0.38 to $0.42