Gotrade News - The Q1 2026 earnings season is showing a split picture across major US issuers. Some names delivered strong growth while others entered tough recovery phases.
Thomson Reuters opened the cycle with results above market expectations. Quarterly revenue reached 2.09 billion dollars, up 10% year-over-year.
Key Takeaways:
- TRI grew 10% YoY and reaffirmed its 7.5 to 8% full-year revenue growth guidance for 2026.
- LDOS lifted its 2026 revenue guidance to 18.0 to 18.4 billion dollars on strong defense demand.
- HOG saw revenue drop 12% and launched a 6,000 dollar Sprint 440cc entry-level model.
TRI adjusted EPS came in at 1.23 dollars, beating the 1.20 dollar consensus. Management reaffirmed full-year 2026 revenue growth guidance in the 7.5 to 8% range.
CEO Steve Hasker highlighted adoption of AI products across legal, tax, and compliance segments. TRI shares rose 1.81% post-release, though the stock is still down nearly 30% year-to-date on AI competition concerns.
Leidos delivered an upside surprise by lifting its annual guidance. Q1 adjusted EPS came in at 3.13 dollars, up from 2.97 dollars in the prior-year period.
The Intelligence & Digital segment booked 1.51 billion dollars in revenue, growing 7%. Management tied the momentum to Pentagon efforts to replenish weapons stockpiles after Iran-related operations and the Russia-Ukraine conflict.
The 2026 EPS guidance was raised to 12.10 to 12.50 dollars from a prior 12.05 to 12.45 dollar range. Revenue guidance also moved higher to 18.0 to 18.4 billion dollars.
Harley-Davidson tells the toughest recovery story in this group. HOG net income collapsed to 25 million dollars or 22 cents per share, down from 133 million dollars last year.
Revenue fell 12% to 1.2 billion dollars and missed the 27 cents per share analyst estimate. CEO Artie Starrs launched a Back to the Bricks strategy centered on the dealer network and entry-level models.
HOG is targeting more than 350 million dollars in core motorcycle profit and over 150 million dollars in cost cuts by 2027. The 440cc Sprint, priced near 6,000 dollars, targets younger riders looking for lighter machines.
Datadog has yet to report and is scheduled for May 8. DDOG options imply 147% volatility for the May series, signaling expectations of a sizable post-print move.
DDOG shares traded around 146.69 dollars with strongly bullish analyst sentiment. Of 45 analysts covering the stock, 38 hold a Strong Buy rating heading into the release.
Conclusion
Q1 2026 shows a clear contrast between strong data and defense names versus pressured cyclical consumer issuers. TRI and LDOS signal healthy enterprise and US government demand.
HOG illustrates the weight of tariffs and softer discretionary motorcycle demand. DDOG is the next catalyst worth tracking ahead of its May 8 print.
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References
- Investing.com, Thomson Reuters first-quarter revenue rises 10%, reaffirms full-year forecast
- Investing.com, Defense contractor Leidos raises 2026 forecast on strong demand
- Investing.com, Harley-Davidson bets on affordable models, dealer network in latest turnaround effort
- Barchart, DDOG earnings play has a huge return potential
